Installing the SnapSign for Netsuite Bundle
You will need to have a Netsuite account with administrator privileges.
Step 1: Load the SnapSign for Netsuite Bundle
Log in to Netsuite account with an administrator account. Once you have logged in, select the Customization menu in the main Netsuite menu bar. Then select the SuiteBundler menu item and then click on the Search & Install Bundles menu item.
Customization > SuiteBundler > Search & Install Bundles
This will open the Search & Install Bundles page. On this page find and select the SnapSign for Netsuite bundle. [Note: You can search for the bundle by typing in “SnapSign” in the keywords search field on the page.]
Then select the SnapSign for Netsuite bundle
Selecting the bundle will open the Bundles Details page. On this page, click on the Install button. This will install the SnapSign for Netsuite bundle in your Netsuite account.
Step 2: Linking Your Netsuite and SnapSign Accounts
Once the bundle installation is complete, SnapSign will install a Sign button on the Opportunity page. Navigate to the Opportunity page. [Note: you can navigate to the page for any opportunity. We will not be making any changes to the opportunity. If you do not have any opportunities, you can add one for the purposes of linking your accounts and then delete this opportunity when you are complete.] Click on the new Sign button. This will launch the SnapSign Authentication Required div.
If you already have a SnapSign account you can enter your existing SnapSign account information and then click the Continue button. This will link your SnapSign and Netsuite user accounts and create a corresponding record in SnapSign Account Settings in Netsuite.
Note: This process will be repeated for each new Netsuite user that will need to link their SnapSign account with Netsuite.
Note: If you do not have a pre-existing SnapSign account, then you can sign up for one by clicking on the Register button.