DocuSign For NetSuite Install

DocuSign Quick
Start Guide
Installing and Sending with DocuSign for

NetSuite v2.2
This guide provides information on installing and sending documents for signature with DocuSign for
NetSuite. It also includes information on creating and working with DocuSign custom buttons.
You can see a summary of the changes for v2.2 at the end of this guide.
Important: DocuSign for NetSuite can only be installed by NetSuite administrators. If you have a
DocuSign account, the Account-Wide Rights and Send On Behalf Of Rights (API) features
must be enabled for your account.
Installing DocuSign for NetSuite

1. Load the Bundle into NetSuite
Log on to your NetSuite account as an
administrator. Move your cursor over Setup,
then Customization, and then scroll down under
the Suite Bundler section and select Search &
Install Bundles. (Alternately, click Setup to
show the Setup Manager options and under
Customization click Search & Install Bundles.)
On the Search & Install Bundles page, find the
DocuSign for NetSuite bundle.
You can search for the bundle by typing
DocuSign for NetSuite in the Keywords field
and clicking Search.
Click on DocuSign for NetSuite to show the
details.
Click Install.
After installation, go to a saved Opportunity
(alternately, you can create and save an
Opportunity) and click the Configure DocuSign
button.
You will be asked if you have a DocuSign Account.
221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.
Installing and Sending with DocuSign for NetSuite 2
If you have a DocuSign account, click Yes select the DocuSign Environment you want to
use, enter your DocuSign credentials and click Log in.
If you do not have a DocuSign account, click No to create a free DocuSign account. Select
the DocuSign Environment you want to use, enter your Company name, First Name, Last
Name and the Email address you want to use for your account. Select that you agree to the
DocuSign Terms and Conditions and click Create.
Note: You can change the DocuSign Environment setting from any record with a Sign with
DocuSign button, such as an Opportunity, by clicking the DocuSign tab, clicking the
DocuSign Account Settings tab, clicking Open DocuSign Account Settings, selecting the
appropriate environment and saving the change. See the FAQs for more information.
After this is done, NetSuite users can be assigned to use the DocuSign for NetSuite
integration. These users can attach their membership to this account the first time they send a
document. Additionally, NetSuite users can be assigned to the DocuSign for NetSuite
Configuration Admin Role.
Sending Documents for Signature with DocuSign

1. Select a Record
With DocuSign for NetSuite you can send documents for signature from NetSuite records. The
default records are Opportunity, Quote (or Estimate) and Customer. Additional record types are
supported, but must be enable by your DocuSign for NetSuite administrator. See the FAQs for
information on adding Send or Sign with DocuSign buttons to other record types.
To start the sending process, select the record from which you want to send. New records must
be saved before you can send documents for signature.
2. Set Recipients and Documents

Use the Relationships tab/section to set the recipients for the DocuSign envelope. The
Contacts listed are added as recipients for the DocuSign envelope and can be asked to sign
the documents in the envelope.
The default setting for DocuSign for NetSuite is to add all Contacts in a record as recipients for
an envelope. However, your NetSuite administrator can change the setting so that only the
Primary Contact for the record is added as a recipient. Check with your NetSuite administrator
if you have questions about the setting.
Note: You can add more recipients to sign or receive a copy of the documents in the envelope
on the DocuSign tagging page.
Use the Communication tab/section to add Files for the DocuSign envelope. The Files are
the documents that are included in the envelope for tagging.
When sending from a Quote, a PDF of the quote is generated and attached to the envelope.
The other documents attached depend on the settings for your account. If your administrator
has selected the Include Attached File(s) option, then all files attached to the Quote are also
included in the envelope. Check with your NetSuite administrator if you have questions about
the setting.
Note: You can add and remove documents in an envelope when adding tags to documents.
3. Send with DocuSign

Click the Send with DocuSign button.
A new frame with the DocuSign tagging page opens and a DocuSign envelope is created.
4. Tag and Send Your Documents
Select the recipient and then drag and drop DocuSign Tags from the palette on the left onto your
document.
Note: The tag palette, on the left, is only visible if a signing recipient is available in the envelope.
You can modify the envelope by:
Clicking To to add, remove or modify recipients.
Note: You can also add someone to receive a copy by adding them and selecting Receive a
Copy in the Action column.
Clicking Message to change the e-mail subject and message.
Clicking Documents to add or remove the documents from the envelope.
Refer to the Quick Start Sending a Document or DocuSign Service User Guide on the
DocuSign website for a more details about completing your envelope.
Click Send to send the document for signing or click Preview to preview how your recipient will
see the tags.
The DocuSign frame closes when the envelope is sent and you are returned to the detail page.
5. Done!
You have successfully sent the documents in the record for signing with DocuSign. Refer to the
DocuSign Service User Guide on the DocuSign website for more information about sending
envelopes.
You can track the status of the envelope by opening the record and looking in the DocuSign
tab/section. You can click View Doc to review the documents in the envelope. The Status of the
envelope is shown. The possible Status values are: Voided, Created, Deleted, Sent, Delivered,
Signed, Completed and Declined. When the envelope is completed, the signed documents are
posted back to the record as a PDF that can be found in the Communications tab Files section.
Changes to envelope Status are automatically posted to the record, but if you are the owner of the
envelope, you can check for changes in document status by clicking the Update button in the
DocuSign Envelope Status tab.
Signing Documents with DocuSign

Note: The Sign with DocuSign button might not be available for all NetSuite record types. Check
with your NetSuite administrator for information on which records have the Sign with DocuSign
button.
1. Select the Document

With DocuSign for NetSuite you can sign documents directly from a record. To start the
sending process, select a record with documents you want to sign. A new record must be
saved and files added before you can sign the documents.
Click Sign with DocuSign.
A new frame with the DocuSign free-form signing page opens.
2. Sign the Document

Click to show the tag menu
To add a signature, initial or other information to the document, click the + button to show the
tag menu. Click on the tag (Signature, Initial, My Name, Company, Title, Date Signed, Text, or
Checkbox) you want to place and then click the appropriate location in the document to place
the tag.
When you place a Signature or Initial tag, you are asked to adopt your signature. See the
information below for adopting your signature.
Choose if you want to select a preformatted signature style or if you will draw your
signature.
Note: Drawing a signature and initials can only be done if you browser is HTML5 capable.
If you choose to use a preformatted

style, you can click Change Style to
view and select a signature style.
If you choose to draw your

signature, Click Draw to show the
blocks for adding their signature or
initials.
In the Draw your signature or
Draw your Initials block, draw your
signature/initials using a mouse or,
for a touch-screens, your finger or a
stylus. If you make a mistake, click
Clear to reset the block.
Click Adopt and Sign to save the save your name, initial, and signature style and return to
the document.
The My Name, Company and Title tags might contain pre-filled information, but you can
modify the information by clicking in the tag and typing the correct information.
The Date Signed tag uses the current date.
In cases where you need to place text into the document, click and place a Text box to the
document. After placing the Text box, type information directly into it. You might need to
resize the Text box.
The Checkbox places a checked box on the document.
After you have placed all the tags in the document, click Finish to Complete Signing.
The DocuSign frame closes when the envelope is sent and you are returned to NetSuite.
3. Done!
You have successfully signed the document with DocuSign. You can view the status of the
envelope by opening the record and looking in the DocuSign tab/section. You can click View
Doc to review the documents in the envelope. When the envelope is completed, the signed
documents are posted back to the record as a PDF that can be found in the Communications tab
Files section.
Creating Custom DocuSign Buttons in NetSuite

With DocuSign for NetSuite you can create custom DocuSign buttons to help manage your common
tasks and then add the buttons to different NetSuite record types. This procedure describes how to
create a custom DocuSign button and add it to a NetSuite record type. Only Administrators can make
these changes.
1. Create a Script for NetSuite

The first step is creating a script file for use in NetSuite. You can use any text editor to create and
edit the code. When you are ready to save the script, you must save it with the file extension .js.
Instead of writing a script from scratch, you can use one of the DocuSign script samples from the
DocuSign Script Samples Appendix. You can also modify any of the DocuSign script sample as
needed to achieve your goals.
Note: You do not need to configure any NetSuite settings for the automation scripts (you do not
need to include any additional files or set the NetSuite script type for the script file).
In the example below, we created a file named myFirstScript.js that will populate a DocuSign
envelope with contacts and files associated with a record and display it to the user. The script
returns an object containing the view URL that is embedded in an iframe.
2. Save the Script File in NetSuite

Go to the NetSuite File Cabinet Folders by placing your cursor over Documents, then Files and
then selecting File Cabinet. In the SuiteBundles folder, find the appropriate Bundle folder, then
expand the DocuSign folder and select the DocuSign Automation folder.
Click the Add File button.
Find the script you want to add and add it to the folder.
In the example below, we added the myFirstScript.js file to the folder.
3. Configure and Place the DocuSign Custom Button

Go to the DocuSign Account page in NetSuite (from a saved record, such as an Opportunity or
Quote, click the DocuSign tab, select the DocuSign Account Settings tab, and then click the
Open DocuSign Account Settings button).
Select the Record Type you want to add the button to and click Add New Custom Button.
This opens the Create New DocuSign Custom Button dialog box.
In Custom Button Name enter the text shown in the button. Select the Automation Script
Folder where you saved the script file. Finally, select the script file from the Automation Script
File list. Only files with extension .js are shows in the file list.
Click Save, the new DocuSign custom button is added to the record type.
When a system user goes to a record type where a custom button was added, they will see the
button in the header and footer. Users can click the button to access the functionality.
In the example below the custom button My First Script was added to the Opportunity record
type. Clicking the button executes the script in the file.
Editing Custom DocuSign Buttons in NetSuite

After DocuSign custom buttons are added, you can select to hide the button, edit the button script or
remove the button from the record type. The process for doing each of these actions is given below.
Go to the DocuSign Account page in NetSuite (from a saved record, such as an Opportunity or
Quote, click the DocuSign tab, select the DocuSign Account Settings tab, and then click the
Open DocuSign Account Settings button).
Select the Record Type that has the custom button you want to edit.
In the DocuSign Custom Buttons section:
To not show a custom button in a record: Clear the checkbox associated with the custom button.
The custom button is no longer shown when users view that record type.
To edit the custom button: Click Edit, the custom button dialog box for the button is opened.
Make the appropriate changes to the Custom Button Name, Automation Script Folder or
Automation Script File. Click Save after making any changes.
Optionally, you can click Edit to open the script file and directly make changes to the script file.
Click Save to save any changes.
To remove the custom button from the record type: Click Remove. You are asked to confirm the
removal. Click OK and the custom button information is removed from the record type and is no
longer shown when users view that record type.
Note: The script file associated with the custom button is not removed from the folder.
Click Save to save the record type changes.
The DocuSign for NetSuite Sweeper/Scheduler

Normally updates to the status of envelopes sent through DocuSign for NetSuite are posted back to
NetSuite when a change occurs. But there might be times when an update is missed or fails due to
connection issues or other problems. As a back-up to the normal post-back function, DocuSign has
implemented a Sweeper that periodically checks the DocuSign system and updates the envelope
status as needed. The timing for Sweeper checks is controlled by a Scheduler in NetSuite and has a
default setting of 8 hours.
Note: In cases where the post-back function fails the envelope status remains the same until the
Sweeper runs. Users can still click the Update button to manually update envelope status.
When the Sweeper is triggered it finds all the DocuSign Envelope Status records that are not at an
end-state status (Completed, Declined or Voided). It then checks on the status of those records with
the DocuSign system and updates the envelope status in NetSuite. If the envelope status changed to
Completed, in addition to changing the status, the completed envelope documents are posted back to
the record.
Changing the Sweeper Schedule

By default the Sweeper checks for updates every 8 hours, but this setting can be changed in NetSuite
by a NetSuite Administrator. Follow the steps below to change the schedule.
1. Log on to your NetSuite account as an administrator. Move your cursor over Setup, then
Customization, and then scroll down under the Scripting section and select Script Deployments.
(Alternately, click Setup to show the Setup Manager options and under Customization click Script
Deployments.)
2. In the Script Deployments list, find customdeploy_docusign_scheduler and click Edit.
3. In the Schedule tab, make the changes to the schedule as needed. DocuSign recommends that
you schedule the Sweeper to run at least once per day, but not more than 4 times per day.
4. Click Save to save the schedule changes.
FAQs
Your procedure talks about envelopes. What is an envelope?
An envelope is an electronic container used to send one or more documents for signature with
the DocuSign system. Envelopes can contain any number of pages or documents, and can be
sent to multiple recipients.
How many envelopes can I send from a free account?

If you installed DocuSign for NetSuite without already having a DocuSign account and chose
to create a new account through the DocuSign for NetSuite connector, you are provisioned
with a Trial account that has 50 envelopes in it. This is a more generous trial than you usually
get if going directly to the DocuSign website and is designed to provide you the opportunity to
evaluate DocuSign for NetSuite without risk.
How will I know when my free account is running low on envelopes?

The DocuSign system provides a warning when your free account is running low on
envelopes.
When I Send with DocuSign, which documents are sent?

When sending from most records, all of the documents attached to the record, listed in the
Communications tab Files section are added to the envelope.
When sending from a Quote, a PDF of the quote is generated and attached to the envelope.
The other documents attached depend on the settings for your account. If your administrator
has selected the Include Attached File(s) option, then all files attached to the Quote are also
included in the envelope.
Note: You can add and remove documents in an envelope when adding tags to documents.
I have three documents in a record, but I only want to send two of them. How do I remove the
other document?
Click Send with DocuSign. In the new browser window, click Documents, and then click the
click the remove icon ( ) for the document(s) you dont want to send.
What is the difference between "Send with DocuSign" and "Sign with DocuSign"?
Send with DocuSign is used when you want to send a document, or documents, to one or
more people to gather signatures or information FROM those people. You, as the sender, can
also be a signer on documents, but you do not have to be.
Sign with DocuSign is used when you just want to sign something yourself that can be
delivered to someone else. Using the Sign with DocuSign option only takes you to the signing
page in DocuSign, while the Send with DocuSign lets you address the envelope and tag the
document for sending.
Im not the administrator for my NetSuite account, can I still install DocuSign for NetSuite?
No, the current DocuSign for NetSuite file can only be installed by administrators.
Do I have to give the other NetSuite users my DocuSign credential information so they can
send with DocuSign?
No. If you created a new account, it is automatically set up to allow other users in your
account to send with DocuSign. If you have a DocuSign account, enable the Account-Wide
Rights and Send On Behalf Of Rights (API) features for your account. This allows the other
users in your account to send with DocuSign.
Not all of my NetSuite users have DocuSign Accounts. Can they still use DocuSign for
NetSuite?
Yes, as long as you still have seats available for your DocuSign account. When a NetSuite
user clicks Send with DocuSign or Sign with DocuSign, we check to see if that user exists
in DocuSign (in this case a user is defined as unique username/email combination). There are
three possible results:
1. If the user does not exist as a member of any DocuSign account, DocuSign creates a new
user with the users username and email combination and adds them as a member of the
current DocuSign account. The user does not add a password and does not need to know
the password for the account.
2. If the user exists in the DocuSign system and exists as a member of the current DocuSign
account, DocuSign uses that user information to send or sign the envelope.
3. If the user exists in the DocuSign system, but is not a member of the current DocuSign
account, the DocuSign provisioning dialog box is shown. The user must enter a unique
username and email address combination that is DIFFERENT from the one they already
have in the DocuSign system.
Note: In this case, an activation email is sent to the email address entered by the user.
Once the user activates the new username/email combination, they must return to
NetSuite and repeat the send/sign action.
I installed DocuSign for NetSuite, but I dont have time to manage it. Can I assign another user
to manage DocuSign for NetSuite?
Yes, DocuSign for NetSuite has a Role called DocuSign for NetSuite Configuration Admin
which can be assigned to NetSuite users, allowing them to manage some of the DocuSign for
NetSuite settings.
The DocuSign for NetSuite Configuration Admin role access includes:
The ability to see the Open DocuSign Account Settings button and go to the
DocuSign Account Settings page.
The ability to change DocuSign Account Settings. This includes ability to select the
"Attached the Certificate of Completion (CoC) in the signed document" checkbox, to
select the "Show thank you page after sending/signing a document" checkbox, and the
ability to select the "Select PDF File Name" option.
The ability to change DocuSign Account Record Settings.
The ability to add scripts to the DocuSign folder in the File Cabinet.
The DocuSign for NetSuite Configuration Admin role DOES NOT have the following access:
The ability to see and click the Configure DocuSign button if DocuSign is not
configured with NetSuite.
The ability to see and click the Switch DocuSign Account button.
That ability to see and click the Remove all DocuSign Account Info button.
I am a NetSuite administrator, what are the administrative tools and settings are available to
me?
As a NetSuite administrator, you have access to DocuSign Account Settings, with additional
options and actions for the NetSuite integration, and the DocuSign Admin Console, which has
settings for your DocuSign account. You can access the Open DocuSign Account Settings
and Open DocuSign Admin Console buttons from a saved record, such as an Opportunity or
Quote, by clicking the DocuSign tab.
Open DocuSign Admin Console button This button opens the DocuSign web console in a
new browser window. From the administrator console, you can work with custom tags
(including anchor tags), branding, and other DocuSign options. Refer to the Account
Administration Reference Guide and DocuSign Service User Guide on the DocuSign website
for more information about working with the web console.
Open DocuSign Account Settings button This button takes you to the DocuSign Account
page in NetSuite. The DocuSign Account page shows your current NetSuite DocuSign
configuration and has additional options, which are:
The following options and actions are available on the DocuSign Account Page:
Note: If you have been assigned to the DocuSign for NetSuite Configuration Admin role, the
Switch DocuSign Account and Remove all DocuSign Account info buttons are not
available.
Attached the Certificate of Completion (CoC) in the signed document option

When selected, this attaches a Certificate of Completion (CoC) to completed
envelopes. The CoC is a document associated with every DocuSign envelope that
provides proof of the signing process to all parties in the transaction. The certificate
establishes who, what, when, and how documents were signed.
Show thank you page after sending/signing a document option When selected,
after a user sends an envelope a dialog box is displayed that informs the user that the
envelope was successfully sent and asks them to review DocuSign. User can disable
this message by selecting the Dont show this message in the future option on the
dialog box.
Completed PDF File Name option This option sets the naming convention for PDFs
that are returned to NetSuite from DocuSign. There are two options:
Document Name If selected the naming convention is (File Name) (Timestamp)
DOCUSIGNED.pdf
Envelope Subject If selected the naming convention for returned PDFs is (Envelope
Subject) (Timestamp) DOCUSIGNED.pdf
Switch DocuSign Account button This is used to select the DocuSign environment
the NetSuite integration is pointing at or to log in as a different administrator. The
steps for changing the DocuSign environment are shown in the FAQ on how to change
environments.
Remove all DocuSign Envelope Status button This button removes the DocuSign
envelope status records from the NetSuite integration for all envelopes currently in the
integration. These records can no longer be retrieved in the NetSuite integration. This
can be used to erase some information you used as a trial or proof of concept when
testing or setting up DocuSign for NetSuite before going live or when want to remove
DocuSign completely from NetSuite.
Remove all DocuSign Account Info button This button removes the DocuSign
account information for the integration. This requires you to re-enter DocuSign
credentials to use the integration.
Remove all DocuSign Custom Buttons button This is used to remove all custom
buttons from all record types.
Record Settings section This section is used to change the settings for different
NetSuite records, such as an Opportunity, Estimate (Quote) and Customer, and to add
setting options for other NetSuite record types. The default DocuSign for NetSuite
installation is set up to work with Opportunity, Estimate/Quote, and Customer record
types. Other record and object types can be set up to use the Send with DocuSign and
Sign with DocuSign buttons, and they should work in a manner similar to the default
records. However, the other record and object types must be tested by your
organization to ensure full usability. Information about the Record Settings is shown in
the FAQ on making changes to records settings.
How do I make changes to the default record settings or add DocuSign buttons to other record
types?
From a saved record, such as an Opportunity or Estimate/Quote, click the DocuSign tab and
then click Open DocuSign Account Settings.
In the Record Settings section (the lower part of the page), select the Record Type you want to
modify. The default DocuSign for NetSuite installation is set up to work with Opportunity,
Estimate/Quote, and Customer record types. Other record and object types can be set up to
use the Send with DocuSign and Sign with DocuSign buttons, and they should work in a
manner similar to the default records. However, the other record and object types must be
tested by your organization to ensure full usability.
The different Record Settings and their options are:
Opportunity, Customer, Estimate or other Record Type Settings This section
allows you to set the DocuSign for NetSuite options for selected record type. The
options are applied to all of these record types for the account (For example, if you
select the Customer Record Type and select the Send With DocuSign option, the Send
With DocuSign button is available for all Customer records). After making any changes
to the options, click Save to save the changes. The options in this section are:
Name field Type the name of the record type.

Record Internal ID field Type the NetSuite Internal ID for the record type.
You can find the NetSuite Internal ID by clicking the list link adjacent to Record
Types heading.
Send With DocuSign checkbox Select this option to show and enable the
Send with DocuSign button for all records of this type.
Sign With DocuSign checkbox Select this option to show and enable the
Sign with DocuSign button for all records of this type.
DocuSign Custom Buttons section This section is used to add and edit
DocuSign Custom Buttons for the record type. See Creating Custom DocuSign
Buttons in NetSuite or Editing Custom DocuSign Buttons in NetSuite for more
information.
Only Add Primary Contact to the DocuSign Envelope checkbox Select this
option to make the records Primary Contact the only recipient automatically
added to an envelope when the Send with DocuSign button is clicked. Users
can still manually add recipients from the DocuSign tagging page. This option
has no effect on the Sign with DocuSign button.
Include Attached File(s) checkbox This option only appears for the Estimate
record type. Select this option to include all the files attached to the
Estimate/Quote, in addition to the PDF of the quote, in the envelope.
Default Email Subject field Type the default email subject used in the
DocuSign envelope for all envelopes sent from this record type. The subject
can be a maximum of 100 characters. If you do not enter a Default Email
Subject, DocuSign will automatically generate an email subject when the
envelope is created.
Default Email Message field Type the default email message used in the
DocuSign envelope for all envelopes sent from this record type. The message
can be a maximum of 2000 characters. The email message is seen by all
envelope recipients and is in addition to the standard information in the
DocuSign email notification.
+ (Add New Record Type) button The + button allows administrators to add a new
Record Type to the Record Settings list. Clicking the + button opens a blank Settings
section, which allows you to create and set the options for the new Record Type.
Refer to the Opportunity, Customer, Estimate or other Record Type Settings
information above for descriptions of the options. Note that other record and object
types set up this way should work in a manner similar to those in the default
installation. However, the other record and object types must be tested by your
organization to ensure full usability and "sensibility." For example, while it is technically
possible to add a Sign with DocuSign button to a Unit of Measure object, it might not
make any business sense to do so.
(Remove Record Type) button The button removes the selected Record Type
from the Record Settings list.
IMPORTANT: Clicking the button immediately removes the Record Type (the
operation cannot be cancelled), but the Record Type can always be added again to the
list.
How do I change the environment (Production, Preview, or Demo.) that my DocuSign for
NetSuite integration is pointing at?
Note: You must be a NetSuite administrator to change the environment.
From a saved record, such as an Opportunity or Estimate/Quote, click the DocuSign tab and
click Open DocuSign Account Settings.
On the DocuSign Account page, click Switch DocuSign Account.
The Login to DocuSign dialog box appears. Select the DocuSign Environment from the list,
enter your DocuSign credentials and click Login.
DocuSign for NetSuite v2.0 had the ability to include a Dummy signer, what happened to
that?
In DocuSign for NetSuite v2.0 (only) there was an option called "Add Dummy Signer". That
option was designed for customers who wanted to always add a particular user at the
beginning or end of the workflow of an envelope for certain record types. This worked well,
but is no longer needed now that the functionality to support this option, and many others, has
been extended using scripts and custom buttons. If you were using the Dummy Signer feature
before, you can use a script and custom button to accomplish the task as shown below:
Follow the Creating Custom DocuSign Buttons in NetSuite procedure. In Step 1, use the
dummyRecipients.js sample script as the basis for your script file. The dummyRecipients.js
script sets the contacts associated with the NetSuite record to routing order 2 and provides a
placeholder to add dummy signers before (using the id :1, order: 1 recipient) and after (using
the id: 10, order: 3 recipient) the contacts. Modify the script to set the name and email
information for the dummy signer. If you do not need a dummy signer in the first or last
position, remove that dummy signer information from the script. Complete creating the custom
button normally.
Note: If this custom button should replace the standard Send with DocuSign button, dont
forget to clear the checkbox for this record type.
For More Information or Assistance

For more information or assistance, visit the DocuSign Community, the User Guides section of the
DocuSign website, or contact DocuSign Support.
DocuSign Script Samples Appendix

This appendix provides a list of DocuSign functions available for NetSuite Automation Scripts and
some sample scripts that use the functions. Some of the more complex functions include examples of
use.
DocuSign Functions
docusignGetRecipients(docusignContext, orderNumber, idBegin)
This function retrieves all the contacts that are associated with the current NetSuite record.
Parameters:
Name Reqd? Type Description

docusignContext Yes Object An opaque object that contains information about the current
context. This object is passed into the automation script as
docusignContext. Do not assume the structure of its
contents.
orderNumber No Integer A positive number to use as the routing number. Each
recipient will be assigned the same routing number.

idBegin No Integer A positive number that starts the sequence of id numbers
assigned to each recipient.
Example; if 3 recipients are associated with the NetSuite
records and the number 3 is passed in as the idBegin
parameter, then the first recipient is assigned id number 3,
the second recipient is assigned id number 4, and the third
recipient is assigned id number 5.
docusignGetFiles(docusignContext)
This function retrieves all the documents that are associated with the current NetSuite record.
Parameters:

contents.
docusignGetFiles(docusignContext, searches)
This function retrieves all the documents that are associated with the current NetSuite record. If
searches are passed in, only the files where the file name matches the searches are included in the
DocuSign envelope. An example of using a search is provided after the parameters.
Parameters:

contents.
searches No Array An array of Search objects. The structure of the Search
object is:
keyword {string} The keyword for the search.
type {string} The type of search. This can be:
broad = The file name(s) matched contains all the
keywords, the keywords can be in any order and the
file name can include other words.
phrase = The file name(s) matched contains all the
keywords, the keywords must be in the order shown
in the search and there can be other words before or
after the phrase.
exact = The file name(s) matched only contains the
keywords in the order shown in the search and there
are no other words in the file name.
Examples: The following examples show different uses of the search ability. For the examples we
have a NetSuite record with five attached document files; Contact Part 1.pdf, Contact Part 2.pdf,
Partnership Agreement.doc, NDA.docx and Sales_Internal_info.xlsx. Each example shows the
search criteria needed to add one or more files to an envelope.
Note: The code examples in this section are also included as .js files in the DocuSign for NetSuite
Script Samples.
Example #1: Exact Match In this example we only want include the Partnership Agreement.doc in
the DocuSign envelope. For the search we use an exact type search with the file name as the
keyword.
function customSendMain() {
var searches = [
{ keyword: 'Partnership Agreement.doc'
, type: 'exact' }
];
var recipients = docusignGetRecipients(docusignContext);
var files = docusignGetFiles(docusignContext, searches);
return docusignPopulateEnvelope(docusignContext, recipients, files);
}
Example #2: Phrase Match In this example we want to include Contact Part 1.pdf and Contact Part
2.pdf in the DocuSign envelope. For the search we use a phrase type search with Contract Part as
the keyword.
function customSendMain () {
var searches = [
{ keyword: 'Contact Part'
, type: 'phrase' }
];
}
Example #3: Broad Match in this example we want to include NDA.docx and
Sales_Internal_info.xlsx in the DocuSign envelope. For the search we use a broad type search with
.docx and .xlsx in the keyword.
var searches = [
{ keyword: '.docx .xlsx'
, type: 'broad' }
];
}
Example #4: Using Multiple Match Types In this example we want to include Contact Part 1.pdf,
Contact Part 2.pdf, Partnership Agreement.doc and NDA.docx in the DocuSign envelope. In this case
we need to use multiple matches to meet the goal. By using a combination of exact, phrase and
broad type searches the search can add all of the needed documents to the envelope.
var searches = [
{ keyword: 'Partnership Agreement.doc'
, type: 'exact' },
{ keyword: 'Contact Part'
, type: 'phrase' },
{ keyword: '.docx'
, type: 'broad' }
];
}
Example #5: No documents (empty envelope) In this example we want to ignore all the documents
attached to the record and create an empty DocuSign envelope. In this case we use an exact search
with a keyword of NO_DOCUMENT so that we do not get a match on any document file name.
Note: If there was a file named NO_DOCUMENT attached to the record, that file would be added
to the envelope.
var searches = [
{ keyword: 'NO_DOCUMENT'
, type: 'exact' }
];
}
docusignGetEmail(docusignContext)
This function retrieves the email object associated with the current NetSuite record type. The email
object includes the default email subject and message.
Parameters:

contents.
docusignPopulateEnvelope(docusignContext , recipients, files, email)

This function populates a DocuSign envelope with the given arguments and presents it to the user. It
returns an object containing the view URL that is embedded in an iframe.
Parameters:

contents.
recipients No Array An array of Recipient objects. The return value of
docusignGetRecipients() can be passed into this parameter.
The structure of a Recipient object is:
id {integer} The unique ID number for the recipient. It is
used by the tab element to show which recipient should
sign the document.
order {integer} The routing priority number for the
recipient. Routing proceeds from the lowest to highest
numbers.
name {string} The full name of the recipient.
email {string} The email address of the recipient.
role {string} The DocuSign role of the recipient. It can be
used to map the recipient to a role in a DocuSign
template.
fileNum {integer} This indicates that the recipient should
be added to the file with that number.

files No Array An array of File objects. The return value of
docusignGetFiles() can be passed into this parameter.
There are 3 types of file objects: document, template and
attachment. The structure of the File object for each type is:
Document {default, use when type is not passed}
name {string} The name of the file, including the file
extension.
content {string} The file content encoded in base64.
The file size should be less than 5 megabytes (the
NetSuite file size limit).
Template {type: template}
id {string} The DocuSign Template ID.
signers {array} an optional array of Signer object. It
can be used to add signer(s) to the template. The
structure of a signer object is:
o id {integer] The unique ID number of the recipient.
It is used by the tab element to show which
recipient should sign the document.
o order {integer} The routing priority number for the
recipient. Routing proceeds from the lowest to
highest numbers.
o name {string} The full name of the recipient.
o email {string} The email address of the recipient.
o role {string} The template role for the recipient.
Attachment {type: attachment}
Searches {array} an optional array of Search objects.
See the docusignGetFiles(docusignContext,
searches) parameters for an explanation of the
searches.
o keyword {string} The keyword for the search.
o type {string} The type of search: broad, phase,
exact.
email No Object An object that contains the default email subject and
message. The structure of the Email object is:
subject {string} The default email subject for the current
record type.
blurb {string} The default email message for the current
record type.
docusignSignEnvelope(docusignContext , files, email)

This function creates a DocuSign envelope with the given arguments and presents it to the user for
signing. It will return an object containing the view URL that is embedded in an iframe.
Parameters:

contents.
files No Array An array of File objects. The return value of
docusignGetFiles() can be passed into this parameter.
There are 3 types of file objects: document, template and
attachment. The structure of the File object for each type is:
Document {default, use when type is not passed}
name {string} The name of the file, including the file
extension.
content {string} The file content encoded in base64.
The file size should be less than 5 megabytes (the
NetSuite file size limit).
Template {type: template}
id {string} The DocuSign Template ID.
role {string} The template role for the signer.
Attachment {type: attachment}
Searches {array} an optional array of Search objects.
See the docusignGetFiles(docusignContext,
searches) parameters for an explanation of the
searches.
o keyword {string} The keyword for the search.
o type {string} The type of search: broad, phase,
exact.
email No Object An object that contains the default email subject and
message. The structure of the Email object is:
subject {string} The default email subject for the current
record type.
blurb {string} The default email message for the current
record type.
Sample Scripts
The following sample scripts show common DocuSign functions that can be turned into custom
buttons.
Note: The samples in this section have hard returns (\n) added so the text is easier to read. If you
copy and paste the examples, you might need to remove the returns in order for the sample to
function correctly.
minimalSend.js
function minimalSendMain() {

var files = docusignGetFiles(docusignContext);
}
minimalSign.js
function minimalSignMain() {
return docusignSignEnvelope(docusignContext, files);
}
tax.js
function taxMain() {
var res = nlapiRequestURL('http://www.irs.gov/pub/irs-pdf/fw4.pdf');
var files = [{ name: 'w4.pdf', content: res.getBody() }];
}
atom.js
var minimalPdf =
'JVBERi0xLjENCiXCpcKxw6sNCg0KMSAwIG9iag0KICA8PCAvVHlwZSAvQ2F0YWxvZw0KICAgICAvUGFnZXMgMiAw
IFINCiAgPj4NCmVuZG9iag0KDQoyIDAgb2JqDQogIDw8IC9UeXBlIC9QYWdlcw0KICAgICAvS2lkcyBbMyAwIFJdD
QogICAgIC9Db3VudCAxDQogICAgIC9NZWRpYUJveCBbMCAwIDMwMCAxNDRdDQogID4+DQplbmRvYmoNCg0KMyAwIG
9iag0KICA8PCAgL1R5cGUgL1BhZ2UNCiAgICAgIC9QYXJlbnQgMiAwIFINCiAgICAgIC9SZXNvdXJjZXMNCiAgICA
gICA8PCAvRm9udA0KICAgICAgICAgICA8PCAvRjENCiAgICAgICAgICAgICAgIDw8IC9UeXBlIC9Gb250DQogICAg
ICAgICAgICAgICAgICAvU3VidHlwZSAvVHlwZTENCiAgICAgICAgICAgICAgICAgIC9CYXNlRm9udCAvVGltZXMtU
m9tYW4NCiAgICAgICAgICAgICAgID4+DQogICAgICAgICAgID4+DQogICAgICAgPj4NCiAgICAgIC9Db250ZW50cy
A0IDAgUg0KICA+Pg0KZW5kb2JqDQoNCjQgMCBvYmoNCiAgPDwgL0xlbmd0aCA1NSA+Pg0Kc3RyZWFtDQogIEJUDQo
gICAgL0YxIDE4IFRmDQogICAgMCAwIFRkDQogICAgKEhlbGxvIFdvcmxkKSBUag0KICBFVA0KZW5kc3RyZWFtDQpl
bmRvYmoNCg0KeHJlZg0KMCA1DQowMDAwMDAwMDAwIDY1NTM1IGYgDQowMDAwMDAwMDE4IDAwMDAwIG4gDQowMDAwM
DAwMDc3IDAwMDAwIG4gDQowMDAwMDAwMTc4IDAwMDAwIG4gDQowMDAwMDAwNDU3IDAwMDAwIG4gDQp0cmFpbGVyDQ
ogIDw8ICAvUm9vdCAxIDAgUg0KICAgICAgL1NpemUgNQ0KICA+Pg0Kc3RhcnR4cmVmDQo1NjUNCiUlRU9G';
function atomMain() {
var recipients = [
{ id: 1
, order: 1
, name: 'A Person'
, email: 'person31415@mailinator.com'
},
{ id: 2
, order: 2
, name: 'Another Person'
, email: 'person51413@mailinator.com'
}];
var files = [
{ name: 'myDocument.pdf'
, content: minimalPdf
}];
}
dummyRecipients.js
function dummyRecipientsMain() {
var dummyRecipients = [
{ id: 1
, order: 1
, name: 'An Approver'
, email: 'a.approver@mailinator.com'
},
{ id: 10
, order: 3
, name: 'International Person'
, email: 'i.person@mailinator.com'
}];
var nsRecipients = docusignGetRecipients(docusignContext, 2, 2);
var recipients = dummyRecipients.concat(nsRecipients);
}
Advanced Scripts for Sending and Signing

This section has some advanced sample scripts for sending and signing functions that can be turned
into custom buttons.
Note: The samples in this section have hard returns (\n) added so the text is easier to read. If you
copy and paste the examples, you might need to remove the returns in order for the sample to
function correctly.
Sending with Template Examples

sendWithTemplate.js
This sample script will create an envelope for sending using DocuSign template.
var files = [
{ type: 'template'
, id: 'ENTER_YOUR_TEMPLATE_ID_HERE'
, signers: [
{ id:1
, order: 1
, name: 'ENTER_SIGNER_NAME_HERE'
, email: 'ENTER_SIGNER_EMAIL_HERE'
, role: 'ENTER_ROLE_ID_HERE'}
] }
];
}
sendWithTemplateAndDocument.js
This sample script will create an envelope with the following documents: DocuSign Template with 2
Signers, The minimalPdf.pdf, an attached document 'Partnership Agreement.doc' (if exists), and
DocuSign Template.
var minimalPdf =
'JVBERi0xLjENCiXCpcKxw6sNCg0KMSAwIG9iag0KICA8PCAvVHlwZSAvQ2F0YWxvZw0KICAgICAvUGFnZXMgMiAw
IFINCiAgPj4NCmVuZG9iag0KDQoyIDAgb2JqDQogIDw8IC9UeXBlIC9QYWdlcw0KICAgICAvS2lkcyBbMyAwIFJdD
QogICAgIC9Db3VudCAxDQogICAgIC9NZWRpYUJveCBbMCAwIDMwMCAxNDRdDQogID4+DQplbmRvYmoNCg0KMyAwIG
9iag0KICA8PCAgL1R5cGUgL1BhZ2UNCiAgICAgIC9QYXJlbnQgMiAwIFINCiAgICAgIC9SZXNvdXJjZXMNCiAgICA
gICA8PCAvRm9udA0KICAgICAgICAgICA8PCAvRjENCiAgICAgICAgICAgICAgIDw8IC9UeXBlIC9Gb250DQogICAg
ICAgICAgICAgICAgICAvU3VidHlwZSAvVHlwZTENCiAgICAgICAgICAgICAgICAgIC9CYXNlRm9udCAvVGltZXMtU
m9tYW4NCiAgICAgICAgICAgICAgID4+DQogICAgICAgICAgID4+DQogICAgICAgPj4NCiAgICAgIC9Db250ZW50cy
A0IDAgUg0KICA+Pg0KZW5kb2JqDQoNCjQgMCBvYmoNCiAgPDwgL0xlbmd0aCA1NSA+Pg0Kc3RyZWFtDQogIEJUDQo
gICAgL0YxIDE4IFRmDQogICAgMCAwIFRkDQogICAgKEhlbGxvIFdvcmxkKSBUag0KICBFVA0KZW5kc3RyZWFtDQpl
bmRvYmoNCg0KeHJlZg0KMCA1DQowMDAwMDAwMDAwIDY1NTM1IGYgDQowMDAwMDAwMDE4IDAwMDAwIG4gDQowMDAwM
DAwMDc3IDAwMDAwIG4gDQowMDAwMDAwMTc4IDAwMDAwIG4gDQowMDAwMDAwNDU3IDAwMDAwIG4gDQp0cmFpbGVyDQ
ogIDw8ICAvUm9vdCAxIDAgUg0KICAgICAgL1NpemUgNQ0KICA+Pg0Kc3RhcnR4cmVmDQo1NjUNCiUlRU9G';
var files = [
{ type: 'template'
, id: 'ENTER_YOUR_TEMPLATE_1_ID_HERE'
, signers: [
{ id: 1
, order: 1
, name: 'ENTER_SIGNER_1_NAME_HERE'
, email: 'ENTER_SIGNER_1_EMAIL_HERE'
, role: 'ENTER_SIGNER_1_ROLE_ID_HERE'},
{ id: 2
, order: 1
, name: 'ENTER_SIGNER_2_NAME_HERE'
, email: 'ENTER_SIGNER_2_EMAIL_HERE'
, role: 'ENTER_SIGNER_2_ROLE_ID_HERE'}
] },
{ name: ' minimalPdf.pdf'
, content: minimalPdf },
{ type: 'attachment'
, searches: [{ keyword: 'Partnership Agreement.doc', type: 'exact'}] },
{ type: 'template'
, id: 'ENTER_YOUR_TEMPLATE_2_ID_HERE' }
];
}
Signing with Template Examples

signWithTemplate.js
This sample script will create an envelope for signing using a DocuSign template.
function customSignMain() {
var files = [
{ type: 'template'
, role: 'ENTER_ROLE_ID_HERE'}
];
}
signWithTemplateAndDocument.js
This sample script will create a signing envelope using DocuSign Template. The envelope will also
include the an attached document 'Partnership Agreement.doc' (if exists).
function customSignMain() {
var files = [
{ type: 'template'
, role: 'ENTER_ROLE_ID_HERE'},
{ type: 'attachment'
, searches: [ { type: 'exact', keyword: 'Partnership Agreement.doc'} ]}
];
}
DocuSign for NetSuite Open Source Project Usage

The DocuSign for NetSuite bundle uses the following open source projects:
JQuery (http://jquery.com/)
1. Name: jQuery
Functionality: jQuery is a fast, small, and feature-rich JavaScript library. It makes things like
HTML document traversal and manipulation, event handling, animation, and Ajax much
simpler with an easy-to-use API that works across a multitude of browsers.
2. https://jquery.org/license/
3. Only used on client side (browser). Used to do HTML document traversal and manipulation,
event handling and animation.
How the code is linked: The source file (jquery-1.8.2.min.js) is included in the Bundle. The file
is loaded to the browser using the NetSuite UI script (docusign_ui.js). Then, it is used by the
NetSuite Client script (docusign_client.js) in the users browser.
4. No modification.
Bundle Scripts using this open source project:
docusign_landingpage_client.html
docusign_client.js
jquery-1.8.2.min.js
jQuery UI (http://jqueryui.com/)
1. Name: jQuery BlockUI Plugin
Functionality: jQuery UI is a curated set of user interface interactions, effects, widgets, and
themes built on top of the jQuery JavaScript Library. Whether you're building highly interactive
web applications or you just need to add a date picker to a form control, jQuery UI is the
perfect choice.
2. jQuery Foundation and other contributors; Licensed MIT
https://jquery.org/
http://www.opensource.org/licenses/mit-license.php
3. Only use it on client side(browser). Use it to do animation( loading bar etc.. )
How the code is linked: The source file is loaded to the browser using jQuery. Then, it is used
by the users browser.
4. No modification.
Bundle Script using this open source project:
accountpage_recordsettings.ejs
jQuery BlockUI Plugin (http://www.malsup.com/jquery/block/)

1. Name: jQuery BlockUI Plugin
Functionality: The jQuery BlockUI Plugin lets you simulate synchronous behavior when using
AJAX, without locking the browser. When activated, it will prevent user activity with the page
(or part of the page) until it is deactivated. BlockUI adds elements to the DOM to give it both
the appearance and behavior of blocking user interaction.
2. Dual licensed under the MIT and GPL license:
http://www.gnu.org/licenses/gpl.htm
3. Only use it on client side (browser). Use it to do animation (loading bar etc..)
How the code is linked: The source file (jquery.blockUI.js) is included in the Bundle. The file
is loaded to the browser using the NetSuite UI script (docusign_ui.js). Then, it is used by the
NetSuite Client Script (docusign_client.js) in the users browser.
4. No modification.
docusign_client.js
jquery.blockUI.js
EJS (http://embeddedjs.com/)
1. Name: EJS
Functionality: EJS cleans the HTML out of your JavaScript with client side templates. EJS is
essentially a port of Masatoshi Seki's erb.rb in the Ruby Core. It operates in the same way that
PHP, ERB, or any of the other embedded language interpreters work, except where all
existing preprocessing engines execute on the server-side, EJS is intended to run within the
web browser. This allows client-side code to process JavaScript-based web templates for
insertion into the current page without consulting the server.
2. Licensed under the MIT license:
https://code.google.com/p/embeddedjavascript/
3. Only use it on client side (browser). Use it to render all the pop-up windows (Login to
DocuSign, Create New DocuSign Account etc.).
How the code is linked: The source file is loaded to the browser using jQuery. Then, it is used
by the NetSuite Client Script (docusign_client.js) in the users browser.
4. No modification.
docusign_landingpage_client.html
docusign_client.js
DocuSign for NetSuite v2.2 Changes

This section has a list of the changes for DocuSign for NetSuite version 2.2.
Moved the Attach CoC and Show thank you page options to the DocuSign Account Settings
page.
Added the ability for signed PDF's to automatically return to the associated NetSuite record
using Envelope callbacks.
Added the ability to control the naming format for returned signed PDF files.
Added a new DocuSign for NetSuite Configuration Admin role, which can be assigned to
NetSuite users and allows them to manage some of the DocuSign for NetSuite settings.
Added the ability to search record files and add them to an envelope from custom buttons
using scripting.
Added the ability to send with DocuSign templates from custom buttons using scripting.

DocuSign For NetSuite Install

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DocuSign For NetSuite Install

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DocuSign Quick

Installing and Sending with DocuSign for

Installing DocuSign for NetSuite

You will be asked if you have a DocuSign Account.

Sending Documents for Signature with DocuSign

2. Set Recipients and Documents

3. Send with DocuSign

4. Tag and Send Your Documents

Signing Documents with DocuSign

1. Select the Document

A new frame with the DocuSign free-form signing page opens.

2. Sign the Document

If you choose to use a preformatted

If you choose to draw your

Creating Custom DocuSign Buttons in NetSuite

1. Create a Script for NetSuite

2. Save the Script File in NetSuite

3. Configure and Place the DocuSign Custom Button

Editing Custom DocuSign Buttons in NetSuite

The DocuSign for NetSuite Sweeper/Scheduler

Changing the Sweeper Schedule

4. Click Save to save the schedule changes.

How many envelopes can I send from a free account?

How will I know when my free account is running low on envelopes?

When I Send with DocuSign, which documents are sent?

Attached the Certificate of Completion (CoC) in the signed document option

Name field Type the name of the record type.

On the DocuSign Account page, click Switch DocuSign Account.

For More Information or Assistance

DocuSign Script Samples Appendix

Name Reqd? Type Description

Name Reqd? Type Description

Name Reqd? Type Description

Name Reqd? Type Description

Name Reqd? Type Description

docusignPopulateEnvelope(docusignContext , recipients, files, email)

Name Reqd? Type Description

Name Reqd? Type Description

Name Reqd? Type Description

docusignSignEnvelope(docusignContext , files, email)

Name Reqd? Type Description

var recipients = docusignGetRecipients(docusignContext);

Advanced Scripts for Sending and Signing

Sending with Template Examples

Signing with Template Examples

DocuSign for NetSuite Open Source Project Usage

jQuery BlockUI Plugin (http://www.malsup.com/jquery/block/)

DocuSign for NetSuite v2.2 Changes

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