---
title: "Custom actions"
url: "https://docs.signnow.com/docs/netsuite-custom-actions"
type: "page"
section: "Integrations"
slug: "netsuite-custom-actions"
---

# Custom actions

# Custom actions

The **Custom Actions** tab allows NetSuite admins to create custom buttons for sending documents for signature. These buttons are added to NetSuite records, enabling users to send documents based on predefined configurations with a single click.

Follow the step-by-step instructions below to create and deploy a script for a custom action.

## Select what should be sent for signature

The admin can select from four options:

- **SignNow template pre-selected by the admin** 

When the user clicks the custom button, they will open or send a template pre-selected by the admin.

> The admin can select multiple templates, allowing users to choose one when clicking the button.

If the admin adds the document flow to the custom action, users will follow the steps defined in the document flow.

For example, if the admin hid the **Add Fields Screen** and **Map Fields Screen**, the user won't see these steps.

> If the document flow settings do not match those in the template or document group template (e.g., role names differ), the user must update the settings before sending the invite.

🎬 **Example of single-click sending using a pre-selected SignNow document group template with a configured document flow**

![send_preselected_template.gif](/reference-assets/images/SignNow_Netsuite/send_preselected_template.gif)

- **SignNow template selected by the sender**

When the user clicks the custom button, they can select the template or document group template to send for signature.

If the admin adds the document flow to the custom action, the user will perform actions defined by the flow.

🎬 **Example of sending a SignNow document group template selected by the sender with a configured document flow**

![send_selected_template.gif](/reference-assets/images/SignNow_Netsuite/send_selected_template.gif)

- **File attached to NetSuite record**

When the user clicks the button, they can select and send files attached to the NetSuite record for signature.

> The supported file types are PDF, DOCX, PNG, JPG, JPEG, GIF, BMP, DOC, ODT, RTF, and XML. The maximum file size is 10 MB.

If multiple files are available, the user can merge them and manage the merging order. A document flow can be added for additional configuration.

🎬 **Example of sending the NetSuite attachments for signature without a configured document flow**

![send_attachment.gif](/reference-assets/images/SignNow_Netsuite/send_attachment.gif)

When the user clicks the button, a PDF is generated from a NetSuite record and sent for signature. 

🎬 **Example of sending the generated packing slip for signature with a configured document flow**

![send_generated_PDF.gif](/reference-assets/images/SignNow_Netsuite/send_generated_PDF.gif)

## **Add the SignNow document flow (optional)**

Click the dropdown arrow to select the existing document flow.

The document flow settings will be applied to documents a user will send for signature.

If no document flow is selected, the user can customize documents and signature invites before sending them to recipients.

## Generate a script for a custom button

Enter a button label in the field and download or copy the script. Save the script file to your computer. Don’t forget to name it (e.g., `send_attachment_button.js`).

## Add custom action in NetSuite

### Create a script record

Go to **Customization > Scripting > Scripts > New**.

![custom_actions_new_script.png](/reference-assets/images/SignNow_Netsuite/custom_actions_new_script.png)

On the **Upload Script File** page, click the plus icon next to the **Script File** input field.

![custom_actions_plus.png](/reference-assets/images/SignNow_Netsuite/custom_actions_plus.png)

In the new window, go to **Select File,** pick the JS script you saved earlier, and click **Save**. 

Then click the **Create Script Record** button.

![custom_actions_script_record.png](/reference-assets/images/SignNow_Netsuite/custom_actions_script_record.png)

On the new **Script** page, name the script record based on the button's name for easy reference. Click **Save**.

![custom_actions_save_script.png](/reference-assets/images/SignNow_Netsuite/custom_actions_save_script.png)

### **Deploy the script**

On the **Script** page, click the **Deploy Script** button.

![deploy_script_start.png](/reference-assets/images/SignNow_Netsuite/deploy_script_start.png)

In the **Applies To** field, select the record where the button should appear.

Set the **Status** to **Released**.

In the **Audience** section, select who can access this button.

Click **Save** to apply your changes and deploy the button.

![deploy_script_save.png](/reference-assets/images/SignNow_Netsuite/deploy_script_save.png)

Go to the record you have selected to ensure that the button has been added.



---
*Full page: https://docs.signnow.com/docs/netsuite-custom-actions*