---
title: "Document flows"
url: "https://docs.signnow.com/docs/netsuite-document-flows"
type: "page"
section: "Integrations"
slug: "netsuite-document-flows"
---

# Document flows

# Document flows

On the **Document Flows** tab, NetSuite admins can create scenarios for sending documents for signature via SignNow. These scenarios can then be added to **custom actions**, streamlining the sender's experience.

With document flows, NetSuite users can send predefined documents—including **assigned recipient roles, fillable fields, and data mapping**—for signature with a single click from NetSuite records.

Follow these steps to configure a document flow.

## Add document flow information

Click **Create Document Flow** to add a new flow.

Name the document flow and (optional) add the document name.

## Configure the sender's experience

Check the options to customize the sender's experience. You can allow or prevent the sender from entering a document name, adding fillable fields, adding recipients, and mapping fillable fields with NetSuite records.

> If you hide the **Add Recipients** screen from the sender, you can manually add recipients or pre-fill recipients' email addresses using tags at the **Configure recipients** step.

Once done, click **Next to Customization**.

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

## Customize the invite email message to signers

This step allows you to customize the email subject and body message sent to signers.

>This customization will override email message settings stored in the selected template.

Personalize your message by inserting tags that pull data from NetSuite records.

To generate a tag, click the **Tag Builder** button.

Select the NetSuite record type and field. Copy the tag and insert it into the subject or body.

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

The email subject and body customization works if the **Hide the Add Recipients Screen** option is checked.

Click **Next to Recipients** to proceed.

## Configure recipients

Set up recipients who will sign the document.

> This configuration overrides settings stored in the selected template.

### Pre-fill recipient emails using tags

Similar to customizing the invite email, you can generate tags to pre-fill recipients' email addresses from NetSuite records.

To generate a tag, click **Tag Builder**.

Select the NetSuite record type and field to generate a tag.

Copy the tag and insert it into the email address field.

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

Click **Add Recipient** to add more recipients.

If you want all recipients to receive documents simultaneously, uncheck the **Recipients receive documents in order** option.

> If any field is pre-filled with an empty NetSuite record or connected to the wrong field, the sender will need to manually complete the missing information before sending the document.

### Sender's email

Check the **Sender's email** checkbox if the sender needs to be set as a recipient in the document flow.

### Signature invite settings

Click the gear icon near the recipient's email field to configure the signature invite for each recipient.

- Protect the document with a **password.**
- Set an **expiration date** and **reminders.**
- Allow the recipient to **forward the document** (disabled if password protection is enabled).

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

Click **Save** to save the document flow.



---
*Full page: https://docs.signnow.com/docs/netsuite-document-flows*