Enable EchoSign
Enable Echo Sign attachment sync to NetSuite. The EchoSign package must be installed in Salesforce. In the Connector Configuration, the following settings are available.
Sync only agreements with attachment status: Select the agreement status for which attachments are to be imported. If none are selected, attachments on all agreements will be imported.
Add recipient and document
Send email
Email notifications
Status changed to Signed
Docs in NetSuite
Comments
0 comments
Please sign in to leave a comment.