Deploy SignNow components to specific records

To create SignNow buttons and authorize users and groups with specific NetSuite roles to use SignNow, configure the following scripts:

  • Signnow - Button Status - creates a Signnow Tab that shows any documents sent for signature for the specific record. Deploy this to any record type where you would like to display a SignNow Tab. Connected to executing the script SignNow - Status.

  • Signnow - Button Send For Signature - deploy this to any record type which users can later turn into a PDF and send out for signature. Appears as Send for Signature button. Connected to executing the script SignNow - Send For Signature.

  • Signnow - Button Template - creates a button connected to one of SignNow templates. Deploy it to all the record types where users might use a shortcut to generating a standard quote or invoice, etc. Appears as a button with a template name.

  • Signnow - Button Sign In Person - creates a button to start Sign In Person workflow - get a document ready for signing, open it on one device and pass it over, so the signer could eSign it. Appears as Sign In Person button. Connected to executing the script SignNow - Sign In Person.

  • Signnow - Button Smart Templates - provides access to SignNow Smart Templates. Using SignNow Smart Templates creates documents that collect customer data. Not only they return as PDF attachments, they also carry data which automatically updates or creates NetSuite records. Appears as SignNow Smart Templates button. Connected to executing the script SignNow - Smart Templates.

Before configuring check if all these scripts have been deployed during installation.

  1. Go to Customization > Scripting > Script Deployments.
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