Macromedia EchoSign Instruction Manual
ADOBE ECHOSIGN FOR NETSUITE V3
ESIGNATURES AND WEB CONTRACTING SERVICE
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
Last Updated March 22, 2013
Adobe EchoSign for NetSuite Customization Guide
Table of Contents
OVERVIEW 3
BUNDLE OVERVIEW 3
B
ENEFITS 3
V
ERSION 3 RELEASE NOTES 3
INSTALLING AND CONFIGURING THE BUNDLE 4
PREREQUISITES 4
I
NSTALLATION STEPS 4
U
PDATING THE BUNDLE - FOR EXISTING USERS 7
C
ONFIGURATION STEPS 8
C
USTOM PREFERENCES 8
A
UTOMATIC STATUS UPDATES 10
USING ADOBE ECHOSIGN FOR NETSUITE 11
CREATING AND EDITING AN ADOBE ECHOSIGN AGREEMENT 11
S
ENDING AGREEMENTS FOR SIGNATURE 13
T
RACKING STATUS AND SENDING REMINDERS 14
USING THE BUNDLE 16
ROLES AND PERMISSIONS 16
ADVANCED CUSTOMIZATION 19
USING ECHOSIGN WITH OTHER RECORDS 19
T
RANSACTION RECORDS 19
E
NTITY RECORDS 19
C
ONFIGURE ECHOSIGN AGREEMENTS FOR ADDITIONAL RECORD TYPES 20
U
NINSTALLING THE BUNDLE 20
TROUBLESHOOTING 21
DOCUMENT STATUS NOT UPDATING 21
F
ILE MIME TYPE ERROR 21
H
OW TO VIEW SCRIPT LOGS 21
SUPPORT 21
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
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Adobe EchoSign for NetSuite Customization Guide
OVERVIEW
BUNDLE OVERVIEW
Adobe EchoSign for NetSuite is the only eSignature system with complete integration to NetSuite delivering complete web contracting automation in NetSuite for eSignatures and fax signatures. Send
contracts directly from NetSuite, view contract history, and save signed contracts with the associated
NetSuite records - customers, estimates, and more.
Send documents, agreements, quotes and other files for electronic signature or fax signature. Create an
EchoSign agreement associated with a customer, a lead, an estimate or other NetSuite object, attach
files, specify recipients, and send for signature. Adobe EchoSign will update NetSuite with the current
status of the agreement and will store the signed contract in NetSuite once it is fully executed.
BENEFITS
Send documents for electronic and fax signatures, gain real time visibility into every agreement sent out
for signature from within NetSuite. Accelerate sales by reducing the time to get contracts signed. Get
rid of paper-based contracting workflows.
VERSION 3 RELEASE NOTES
You can find the release notes to the Adobe EchoSign for NetSuite v3 release here.
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
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Adobe EchoSign for NetSuite Customization Guide
INSTALLING AND CONFIGURING THE BUNDLE
PREREQUISITES
Only Administrators can install this bundle.
INSTALLATION STEPS
Go to Setup / Customization / Install Bundle. Under Keywords, search for ‘EchoSign’.
1.
Select the
2.
bundle ‘ Adobe EchoSign eSignatures for NetSuite’, and click ‘Install’.
ext, you will see the bundle components listed. Click ‘Install Bundle’. There is no need to change any
N
of the default values on the page.
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
4
Adobe EchoSign for NetSuite Customization Guide
After the bundle installation is complete, ‘Adobe EchoSign eSignatures for NetSuite’’ will appear on the
Installed Bundles
page.
If you are already an Adobe EchoSign customer, continue to Step 4. If you do not have an Adobe
3.
EchoSign account, you can sign
up for a FREE 14-day trial by clicking the link below:
https://netsuiteintegration.echosign.com/public/upgrade?type=enterprise_trial&cs=ns_bundle
Follow the online registration steps until your Adobe EchoSign account is enabled.
4. Sign into your account at http://www.echosign.com
and click on your ‘Account’ tab. Then select
‘EchoSign API’ on the lower left side. Click ‘Enable API Access’ and get your API key from the page.
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
5
Adobe EchoSign for NetSuite Customization Guide
Configure your Adobe EchoSign bundle to use your account’s API key. In NetSuite, go to Setup
5.
/ Company /
General Preferences
At the bottom of the page, select the ‘Custom Preferences’ tab and copy your API key into the field
6.
labeled ‘Enter EchoSign API key for your account’. Click ‘Save’ after entering the API key.
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
6
Adobe EchoSign for NetSuite Customization Guide
UPDATING THE BUNDLE - FOR EXISTING USERS
Adobe EchoSign may update the bundle from time to time. You can update to the latest version of the
bundle by going to Installed Bundles page and click on ‘Update’ in the Action column.
1. For existing users of Adobe EchoSign for NetSuite, you can easily update your bundle to the latest
version by going to
Setup / Customization / Install Bundle / List.
2. If there is a new update, you will see an exclamation point icon next to the Version number of the
current bundle you have.
3. Click on ‘Update’ in the ‘Action’ dropdown menu next to the name ‘Adobe EchoSign eSignatures for
NetSuite’.
4. Click on the ‘Update Bundle’ button without changing any of the default values displayed on the
page.
You may get the following warning when updating the bundle. If you have not made any
customization of the EchoSign records, you should be fine to proceed. If you are unsure, it would be
best to install the bundle on a Sandbox account to test it first before updating the bundle in a
production account.
After the bundle update is complete, ‘Adobe EchoSign eSignatures for NetSuite’ will appear on the
Installed Bundles
Copyright ©2013 Adobe Systems Incorporated. All rights reserved.
page.
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