---
title: "Installation"
url: "https://docs.signnow.com/docs/netsuite-installation"
type: "page"
section: "Integrations"
slug: "netsuite-installation"
---

# Installation

# Installation

Send business documents for eSignature from any record in NetSuite with 1-click of a button.

- Create pre-filled documents based on SignNow or NetSuite templates
- Sign documents without leaving NetSuite
- Instantly update NetSuite records with data from completed documents
- Access signed documents directly from NetSuite
- Ensure your business satisfies the highest safety and regulatory compliance standards, including HIPAA, GDPR, PCI DSS, 21 CFR Part 11, and SOC 2 Type II

## Install SignNow for your NetSuite account

Go to **SuiteApps** > **Search & Install Bundles** or **Customization** > **SuiteCloud Development** > **SuiteApp Marketplace.**

Search for SignNow and click **Install** on the application’s details page.

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

Confirm the installation process.

Go to **Customization** > **SuiteBundler** > **Installed Bundles** to track the installation process.

## Configure the application

### Enable REST Web Services

Go to **Setup > Company > Enable features >  SuiteCloud** subtab.

Scroll to the **SuiteTalk** section and check **REST WEB SERVICES**.

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

### Assign permissions to roles

Assign permissions to users to access the SignNow application.

Go to **Setup** > **Users/Roles** > **Manage Roles**. Select the required role and click **Edit**.

Navigate to the **Permissions** tab > **Setup** subtab. 

Select the following permissions from the dropdown: 

- Log in using OAuth 2.0 Access Tokens (full level)
- REST Web Services (full level)

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

Click **Save** to apply the permissions to the role.

To assign the role to users, go to **Setup** > **Users/Roles** > **Manage Users**.

Select the user and add the updated role if they don't already have it.

Once assigned, users can access the SignNow integration.

## Log in to SignNow

Go to **Setup > Integrations > SignNow Admin Tools.**

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

Log in to your SignNow account or sign up.

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

Grant SignNow for NetSuite access to your SignNow account.

## Configure the attachment folder

By default, SignNow saves signed documents to the **Attachments Received** folder in the NetSuite File Cabinet.

If a document is signed but doesn't appear attached to the NetSuite record, the **Attachments Received** folder may be inaccessible to the integration user. In that case, create a dedicated folder and update the setting:

- Go to **Documents > Files > File Cabinet**.

![netsuite_change_attachments_folder_1.png](/reference-assets/images/SignNow_Netsuite/file_cabinet_folder/netsuite_change_attachments_folder_1.png)

- Create a new folder outside of **Attachments Received** by clicking **New Folder**.
- Hover over the new folder name — the folder ID appears in the link shown at the bottom left of your browser window.

![netsuite_change_attachment_folder_2.png](/reference-assets/images/SignNow_Netsuite/file_cabinet_folder/netsuite_change_attachment_folder_2.png)

- Go to **Customization > Lists, Records, & Fields > Record Types**, find **SignNow - Settings**, and click **List**.

![netsuite_change_attachments_folder_3_upd.png](/reference-assets/images/SignNow_Netsuite/file_cabinet_folder/netsuite_change_attachments_folder_3_upd.png)

- Click **Edit** next to the record. Enter the internal folder ID in the **Attachment Folder ID** field, and click **Save**.

![netsuite_change_attachments_folder_4.png](/reference-assets/images/SignNow_Netsuite/file_cabinet_folder/netsuite_change_attachments_folder_4.png)

## Team folders in SignNow

Documents and templates from SignNow for NetSuite are stored in your default workspace Team: templates in the Templates folder and document copies in the Documents folder. NetSuite users with permission to access the SignNow application can work with these shared folders.

When you create a new template from SignNow Admin Tools, it is saved to the Templates folder in your default workspace Team.

If the default workspace can't be identified:

- when you belong to a single workspace, it is saved to that workspace's Templates folder.
- when you belong to several workspaces and can't set a default (you are not an admin), it is saved to the Templates folder of the first workspace you can access.

> If your account already has a dedicated **NetSuite integration** folder under Private Teams from an earlier installation, it is still supported.

---

The configuration of the SignNow for NetSuite is all set. 

Now, NetSuite admins can:

- Configure templates and document group templates in SignNow without leaving NetSuite.
- Configure data binding between NetSuite record fields and SignNow template fields for pre-fill and update.
- Customize a sender's flow to make it a one-click send.
- Customize the invite email subject and body, and enrich it with NetSuite data.
- Dynamically define recipients from NetSuite fields.


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