Set up Sign In Person

Sign In Person functionality requires some preparation but once it’s set up guest signing takes less than a minute. You click Sign In Person, it locks access to any other place on your device and generates a document for signature. You pass your device over to the person who should sign the document. This person puts a signature. The signed document is stored in the email account that you choose.

To use Sign In Person, administrators should go through three simple steps:

Step 1: select an email to store documents in and set it as a SignNow Recipient Email in SignNow Settings;
Step 2: make sure there is a signature field on a generated document - customize an Advanced PDF/HTML template, so that it would include Signature fields;
Step 3: make sure that this exact template opens when you click Sign In Person - select the template as a print form in the NetSuite object.

Sign In Person Step 1: Preset a SignNow Recipient Email in SignNow Settings

SignNow Recipient Email stands for the account where you store all the documents signed by guest signers while using Sign In Person. Guest signers aren’t supposed to see any records in your NetSuite account, nor your Inbox, nor any other folder on your device. For that matter, you can preset a place to store the signed documents in, before passing over your device and locking all the other parts of it.

📘

Note

All the signed documents in Sign in Person mode will be emailed to the specified account as attachments in PDF file format.

1. Go to Setup > Integration > SignNow.

2. In SignNow Settings page go to the SignNow tab. Insert the email and password to the account where you'd like to receive documents from Sign in Person mode.

The email address goes to the SignNow Recipient Email field, and password - to the SignNow Recipient Password field.

SignNow uses these credentials for the sole purpose of securely storing documents. They will never be shared with any third or outside parties.

Click Save Settings when you're done.

Also, you can preset the name of the document generated in Sign In Person mode. For example, use the contact's last name or email as the name of the document.

Select a field in the record which contents will be used as a name for automatically generated document. Enter the field ID in Document Name Field ID.

How to find the Internal Field ID in NetSuite records

That’s it. You can find all signed documents during Sign In Person under this email. The email and password you provided will be used automatically every time you start using Sign In Person.

Sign In Person Step 2: Add a Signature field to PDF/HTML template

With Advanced PDF/HTML templates NetSuite admins organize a layout for standard documents. For example, if you want to print a sales order from your NetSuite account it doesn’t have to look exactly the way it looks like in NetSuite. You can customize how it should look in a PDF using Advanced PDF/HTML template. This way you get professional branded documents automatically without manual retyping.

More on How to set up an Advanced PDF/HTML template in the next chapter. Good news is you don’t have to set it up from scratch, if you don’t want to - NetSuite created a bunch of standard Advanced PDF/HTML templates which will be there even if you just registered in NetSuite a second ago. You can find them here: Customization > Forms > Advanced PDF/HTML templates.

In this step we will use one of the standard templates and customize it. As it’s written in HTML code and visualized in PDF, we will add a Signature field to it using text tags.

1. Go to Customization > Forms > Advanced PDF/HTML templates.
2. Select a standard template and click Customize.
   All standard templates will have the word “Standard” in a title.

3. In Source code add a text tag: {{t:s;r:y;o:”Signer 1”;;}}.

Click anywhere on a template to add this text tag. If you’re in HTML mode, you may want to type
to put the signature field in a new paragraph. As you can see, quotation marks in HTML turn to ".

Symbols in the text tag stand for: {{type:signature;required:yes;role:”Signer 1”;;}}.

You add any other field using this logic, or as many separate fields as many signers should sign the document. For the text field, you would type {{t:t; … }} (t for text). If the field isn’t required, you would do {{t:t;r:n; … }} (n for not).

Sign In Person Step 3: Connect the PDF/HTML template to the NetSuite record

Make sure this template would be the one that generates a document when you click Sign In Person.

1. In your record go to Customize menu in the right corner and select Customize Form.
2. Go to PRINT TEMPLATE and select your template from the dropdown.

Start customization

Select your Advanced PDF/HTML Template

For example, here you can see how a custom sales order template is selected for a Sales order record. Click Save when you’re done.

Preset the name of the generated document using NetSuite Field ID

To find the signed document easier, preset any NetSuite field name as a name for the generated document while using Sign In Person.

• Go to Customization > Scripting > Scripts and find SignNow - Sign In Person suitelet. Click Edit.
• Go to Deployments subtab.
• In the Script Deployment click Edit and go to Parameters subtab.
• Insert the NetSuite Field ID into DOCUMENT NAME FIELD ID.

*To learn the NetSuite Field ID, hover over the name of the field. The field ID is located in the bottom right corner of the hint box.