After a roundabout with support staff that didn't result in any meaningful success, I was recommended to bring this issue to the support community. Our company recently signed up for Adobe Sign specifically to utilize its integration with Netsuite for agreements. Despite some bumps and a complete lack of onboarding, we've started making headway on sending out agreements that can be tracked within our ERP.
However, we've now noticed that when sending out agreements, the naming scheme for completed agreements Adobe Sign uses means that completed agreements are going to start clogging up the recommendation dropdown in Netsuite, as seen in the attachment. It's a huge hazard to not have a reliable way to help prevent our users from accidentally sending a signed agreement. The bundle is configured to place these agreements in their own folder in the file cabinet, but it seems like a bizarre oversight that it wouldn't have any sort of built-in configuration to block recommendations from that folder.
We've received no "best practices" suggestions in case we may be using the integration in a less than optimal way, either. The only safe alternative is to have users manually navigate their way through the File Cabinet to the agreement they wish to send, which is a much slower process than just simply typing in the agreement they wish to send.
For now, we're heavily restricting what users have permissions to send agreements due to this security risk. We're hoping that the Netsuite integration for Adobe Sign comes up with more automated ways to help quickly send agreements with previously created field templates that can avoid hazardous issues like sending out agreements with sensitive customer information by mistake.
If anyone has any suggestions for how we may improve this workflow, please let us know. Thank you.
AdChoices
