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How to add documents to order, fill with customer data, and have customer sign with DocuSign

edited Jun 29, 2023 9:48PM in General 5 comments

I'm new to NetSuite. On our orders we have a "sign with DocuSign" button, which is fine, but we have additional documents that need to be filled in with customer data and signed with DocuSign. Things like vehicle registration, loan documents, and others. The forms required vary by order. How do I create the document templates, add the documents to the order, with data filled in, and have the customer sign them with DocuSign?

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