Adobe Acrobat Sign for NetSuite: Installation and Customization Guide (v4.0.7)

Navigate to Customization > SuiteBundler > Search & Install Bundles.

On the Search & Install Bundles page, Search for  Adobe Acrobat Sign.

Select the Adobe Acrobat Sign bundle name.

On the Bundle Details page, select Install.

In the Preview Bundle Install page, click Install Bundle.
There is no need to change any of the default values on the page.

In the install dialog that appears, select OK.

During installation, the status of the bundle is shown as Pending.

To view an updated status of installation, select Refresh. 

After the bundle installation completes, Adobe Acrobat Sign for NetSuite displays on the Installed Bundles page.

If you are already an Adobe Acrobat Sign customer, proceed to Configure OAuth after installing or upgrading.

If you don't have an Adobe Acrobat Sign account, you can sign up for Adobe Acrobat Sign trial account

to test the system.  Follow the online registration steps to enable your Adobe Acrobat Sign account.

In NetSuite, navigate to the Adobe Sign Config list page.

On the Adobe Sign Config List page, select View for the Using OAuth to Access Adobe Sign APIs record.

On the Adobe Acrobat Sign Config page, select Login In With Adobe Acrobat Sign.

When the AdobeAcrobat Sign login page displays, enter your credentials.

In the Confirm Access page (for OAuth) that displays, select Allow Access.

When the authorization is complete, you are redirected back to Adobe Acrobat Sign Config page in NetSuite as shown below:

Navigate to Customization > Lists, Records, and Files > Record Types, then locate Adobe Acrobat
Sign Agreement. (You can also use Global Search).

Click the Search link to the right.

Under Status, select Out for Signature and then select Submit.

Note the number of records to estimate your update time.

Navigate to Customization > SuiteBundler > Search & Install > List.

Locate your current bundle as shown below.

From the Action drop-down list, select Update.

On the Preview Bundle Update page, click Update Bundle without changing any of the default values displayed on the page.

Note: You may get the following warning when updating the bundle. If you have not customized your NetSuite e-signature records, you can proceed. If you are unsure, we suggest that you install the bundle on a Sandbox account to test it before updating the bundle in a production account.

During the update installation process, the status of the bundle displays as Pending.

To display an updated status, click Refresh.

After the bundle update is complete, Adobe Acrobat Sign for NetSuite displays on the Installed Bundles page.

Navigate to Setup > Company > General Preferences.

Scroll down the page and select the Custom Preferences subtab.

Enable and configure your Acrobat Sign preferences as needed:

• Enter EchoSign API Key for Your Account—Do not add or edit any value in this field.
• Use Parent Record Contact as Signer—If enabled, the parent record contact defaults as the first signer when agreements are created. The sender can remove or edit the default signer or add additional signers to the agreement before sending.
• Use Trans. Contact as Signer if present— It is valid only if the Use Parent Record Contact as Signer preference is also enabled. If enabled, when generating an agreement from a Transaction Record such as Quote, the primary Transaction contact defaults as the first signer. See Transaction Records for more information. If there is no primary Transaction contact, or if sending from NetSuite object record, such as Customer record or Partner record, the default recipient will be the primary contact for the customer email. The sender can remove or edit the default signer or add additional signers to the agreement before sending.
• Allow Marking Recipients as Approvers—If enabled, senders can mark recipients as approvers. Recipients marked as approvers can review and approve agreements, but they are not required to sign them. Approvers may be required to enter data into fields during the approval process.
• Preferred Agreement Folder Id—Used to specify the folder where the final-signed agreements will be stored. If you don’t set a value for this field, final-signed agreements are saved in the same folder as the original document file by default. The Folder Id must be a number.
• Auto Attach Transaction PDF—If enabled, Transaction PDFs are automatically attached to agreements when new agreements are created from Transaction records.
• Add Signed PDF as (Attachment or Link)—If List is selected from the drop-down, the Signed PDF is automatically added as a link to the file. If Attachment is selected from the drop-down, the signed PDF is stored in NetSuite as an attachment on the Agreement record.
• Include Audit Trail PDF with Agreement—If enabled, audit trail PDFs are automatically attached to Agreement records after the agreements are signed.
• Identity Verification Method Applies to— It allows you to apply the identity verification methods to selective recipients. The options are All Signers, External Signers Only, or Internal Signers Only.
• Enabled identity verification methods can be selected when creating an agreement. If more than one identity verification method is enabled here, a Verify Signer Identity option displays on the Adobe Acrobat Sign Agreement page.

► Enable Password Required to Sign—Require signers to enter a one-time password you specify.

► Enable Knowledge Based Authentication—Require signers to provide their name, address, and optionally the last four digits of their SSN and then answer a list of questions verifying the information that they provided. Available only in the United States.

► Enable Web Identity Authentication—Require signers to verify their identity by signing in to one of the following sites: Facebook, Google, LinkedIn, Microsoft Live, Twitter, or Yahoo!.

• Auto Provision User in Adobe Acrobat Sign—If enabled, users who send agreements in NetSuite are automatically auto-provisioned with an Adobe Acrobat Sign user account.

To save your preferences, select Save at the top or bottom of the page.

Navigate to Setup > Company > Enable Features.

Select the SuiteCloud subtab.

Enable the following options:

• In the SuiteBuilder section, enable Custom Records option.
• In the SuiteScript section, enable the Client SuiteScript and Server SuiteScript options and agree to the terms of service for both.

Click Save.

Your options should be set as shown in the image below:

Navigate to Customization > Scripting > Scripts.

The Scripts list page displays.

On the Scripts list page, locate the script you must deploy and then select View.

• To add the Send for Signature button, select the Adobe Acrobat Sign Estimate Button script.
• To add the Agreements tab, select the Adobe Acrobat Sign Agreement Loader script.

On the Script page, select Deploy Script.

On the Script Deployment page, do the following:

• From the Applies To list, select the type of record.
• Optionally, enter script deployment ID. (See the Creating a Custom Script Deployment ID topic in the NetSuite Help Center for more information.) If you do not enter an ID, one is generated.
• Check the Deployed check box.

• Set Status to Released.
  • You do not need to specify an Event Type or Log Level.
• From the Execute As Role drop-down, select Execute as Admin.
• With the Audience subtab active (it is active by default), select the specific roles or users that you want to grant access to. If you want to grant access to all roles and users, enable the respective Select all options.
• Click Save. When the change confirmation displays, click Go Back.

From the top of the Script Deployment page, select List.

It takes you back to the Scripts list page.

Repeat steps 2 and 3 above for the other script.

Navigate to Customization > Lists, Records, & Files > Records Types.

On the Record Types page, click Adobe Acrobat Sign Agreement to select it.

On the Custom Record Type page, select Use Permission List from the Access Type drop-down.

Select the Permissions subtab.

It displays the list of roles and permissions.

Set permissions as follows for the additional custom roles added to the “Adobe Acrobat Sign Agreement” record type:

1. Select the role from the Role list.
2. Set Level to Full.
3. Set Default Form to Custom Adobe Acrobat Sign Agreement Form.
4. Select the Restrict Form check box.
5. To save the changes for the role row, select Add.
6. Repeat steps 1 to 5 above for all additional custom roles.
7. When permissions for all roles are set, select Save on the Custom Record Type page The Customer Record Type page redisplays.

Repeat steps 1 – 3 above to set the Access Type for all the other Adobe Acrobat Sign record types to.

No Permission Required. This applies to following record types:

• Adobe Acrobat Sign Config
• Adobe Acrobat Sign Document
• Adobe Acrobat Sign Event
• Adobe Acrobat Sign Language
• Adobe Acrobat Sign Script Errors
• Adobe Acrobat Sign Signed Agreement
• Adobe Acrobat Sign Signer

Navigate to Customization > Scripting > Scripts.

The Scripts list page displays.

• If necessary, use the filters to locate the Adobe Acrobat Sign scripts.

On the Scripts page, locate the Adobe Acrobat Sign Estimate Button script (controls the Send for Signature button), then click View.

On the Script page:

1. Select the Deployments subtab.
2. Under “Applies to”, select the link for the entity that you want to modify [Quote in this example].
3. On the Script Deployment page, select Edit.
4. With the Audience subtab active, select the specific roles or users that you want to grant access to. 
5. To grant access to all roles and users, enable the respective Select all options.
6. Select Save.

Navigate to Customization > Scripting > Scripts

On the Scripts page, locate the Adobe Acrobat Sign Agreement Loader script and select View.

On the Script page, do the following:

1. Select the Deployments subtab
2. Under “Applies to” click the link for the entity that you want to modify access for.
3. On the Script Deployment page, select Edit.
4. With the Audience subtab active (it is active by default), select the specific roles or users that you want to grant access to. 
5. To grant access to all roles and users, enable the respective Select all options.
6. Select Save.

Select or create a customer record you would like to send an agreement from, or you can select another NetSuite record type that has the Agreements tab enabled.

Select New Agreement.

On the Adobe Acrobat Sign Agreement page, select Edit.

Specify the options for your agreement as follows:

• Agreement Name—Enter a name for the agreement.
• Message—Enter a custom message for the recipient.
• Signature Type—Select the type of signature accepted for the document. The options are e-signature and Fax Signature.
• I Also Need to Sign This Agreement—Enable this option to indicate that the sender also must sign the agreement.
• Signature Order—If the I Also Need to Sign This Agreement option is enabled, select the order the sender and recipients should sign. The options are “I sign, then recipients sign”, “Recipients sign, then I sign” and “None”.
• Preview Document or Position Signatures (or form fields)—Enable this option to allow senders to preview the agreement and to allow them to add fields (drag-and-drop signature, initial fields, and other form fields) to the agreement before it is sent to recipients.
• Verify Signer Identity—Enable this option, then select one of the following identity verification options:
  • Password Required to Sign: Require Signers to enter a one-time password you specify.
  • Knowledge-Based Authentication: Require signers to provide their name, address, and optionally the last four digits of their SSN and then answer a list of questions verifying the information they provided. Available only in the United States.
  • Web Identity Authentication: Require signers to verify their identity by signing in to one of the following sites: Facebook, Google, LinkedIn, Twitter, Yahoo!, or Microsoft Live.
• Password Required To View PDF—Enable this option to require that a recipient enter a password before opening a PDF of the agreement or the signed agreement. The PDF file sent to everyone will be encrypted, and this password will be required to open it. Don't lose your password, as it's not recoverable. If you lose the password, you must delete that transaction and begin again.
• Password/Confirm Password—If the Password Required To View PDF option is enabled, enter the password that should be used to view the agreement.
• Remind Recipients to Sign—Specify if and how often reminders are sent to recipients. The options are Never, Daily, or Weekly.
• Language—Specify how the signing page and email notifications will be displayed to the recipients.
• Host Signing for the First Signer—Enable this option to allow the sender host in-person signing for the first signer.

Note: KBA, Adobe Sign, and Phone authentication require you to turn on 3rd party cookies in your browser.

• Days Until Signing Deadline—Enter a whole number to indicate the signing deadline for the agreement (Today’s date + number of days).
• Parent Record—Optionally, select a parent record to link it to the agreement.

Select the Documents tab.

On the Documents subtab, attach an existing document from the file cabinet using the Adobe Acrobat Sign Document drop-down and clicking Attach.

Or, upload a new document by clicking on the New Adobe Acrobat Sign Document button to access the Adobe Acrobat Sign Document page (shown below) where you can type the name of a document in your NetSuite file cabinet, select files from your Transaction record (if applicable), or attach a new document.

You can add multiple documents to an agreement.

Click the Recipients subtab and enter the following details:

• Specify the recipient by either selecting from the contact list or typing an email address.
• Assign one of the following roles to each recipient:
  • Signers must sign the agreement.
  • Approvers must approve, but not sign the agreement, and may optionally add data to an agreement.
  • CC'd Recipients are notified of agreement updates and when the agreement is signed and completed. CC recipients are not a party to the signature or approval process.

See Setting custom preferences for more information.

• If the Use Parent Record Contact as Signer custom preference is enabled alone or with the Use Trans. Contact as Signer preference, the first recipient is defaulted, but can be changed.
• After entering each recipient, select Add.

To save the agreement, select Save.

Navigate to Customization > Scripting > Scripts.

On the Scripts page, locate the Adobe Acrobat Sign Bundle Installation script then click Edit.

On the Script page, click to select the Execution Log subtab.

Click Refresh.

The Execution Log updates to reflect the status. The Details column displays the progress of the updates to your agreements.

Check the deployment execution log for the Adobe Acrobat Sign External Update script to see if you are receiving calls from Adobe Acrobat Sign as follows:

1. Navigate to Customization > Scripting > Script Deployments.
2. On the Script Deployments page, locate the Adobe Acrobat Sign External Update script, then click Edit.
3. On the Script Deployment page, click to select the Execution Log subtab.
   • You should see an Updated Agreement Record entry for each agreement ID.

Check the deployment execution log for the Adobe Acrobat Sign Update Agreements script to see if there are any errors as follows:

1. Navigate to Customization > Scripting > Script Deployments.
2. On the Script Deployments page, locate the Adobe Acrobat Sign Update Agreements script with the “Scheduled” status, then click Edit.
3. On the Script Deployment page, click to select the Execution Log subtab
4. Under Type, select Error to filter the results.

Lastly, check the execution log for the Adobe Acrobat Sign Manager script for errors by following the instructions in step 2 above.