--- title: "Invites Status widget and custom records" url: "https://docs.signnow.com/docs/netsuite-invites-status-widget" type: "page" section: "Integrations" slug: "netsuite-invites-status-widget" --- # Invites Status widget and custom records # NetSuite Invites Status widget and custom records Use the Invites Status widget to track the status of sent documents from NetSuite records. With this widget, you can view the document’s signing date, see the actions taken by each recipient, make corrections to invites, and more. Let’s explore the widget’s capabilities. ## Add the widget After installing the SignNow application for NetSuite, the SignNow Invites Status widget will be automatically added to the following record types: - Contact - Customer - Opportunity - Purchase Order - Quote - Sales Order > To add the widget to the specific record, you need to deploy the **SignNow button - Invite Status** script to this record. ## How to use the widget Navigate to the record with the pre-installed SignNow Invites Status widget. ![widget_added.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/widget_added.png) Using the SignNow widget, you can: - Track the status of sent documents - Search for a document by name - Check the date the document was sent for signature and signed - View the sender and recipient email addresses - Sort and filter sent documents - Open a document for editing or in a view mode (if the document is signed or waiting for others) - Download documents and view history - Cancel invites - Make corrections to the invite ![widget_general.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/widget_general.png) ### Filter and sort documents You can filter sent documents by: - Status - Date (last 12 months; last 6 months; last 3 months; last 30 days; last week; last 24 hours) - Sender (sent by me; sent by others) You can sort documents by: - Ascending or descending order - Recently modified - Document name - Created date ### View the invite status Click **View Status** next to the document to see the list of invite steps, including recipients roles, emails, and the status of each step. > The **View Status** option is not available for draft invites. If the document has been signed, the signing date will also be displayed. ![widget_view_status.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/widget_view_status.png) **Available invite step statuses are:** - **Invite step pending:** The recipient’s invite is pending on the previous step (the signer on the previous signing step hasn’t signed and submitted the document yet). - **Pending:** The invite has been sent to the recipient. - **Invite expired**: The invite has expired. - **Declined to sign**: The recipient declined to sign the document. - **Completed**: The recipient completed the invite. - **View only:** The recipient received the document as `view only`. ### Cancel all invites Click **Cancel All Invites** on the View Status page to cancel the signature invite for this document. You’ll be redirected to your SignNow account, where the document invite is filtered by ID. Click **Cancel Invites** next to the invite you want to cancel. ![widget_cancel_invites.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/widget_cancel_invites.png) Confirm the action by clicking **Cancel All Invites** in the confirmation window. > The **Cancel All Invites** option is not available for signed invites. ### More actions > Available invite actions depend on the user's access level, the type of document sent for signature (templates or attachments), and the current status of the invite. Some options may be disabled based on these conditions. ![widget_more_actions.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/widget_more_actions.png) Click the buttons next to the invite or use the options in the **More menu (…)** to initiate available actions. ✅ **Open document**: Opens the document in the SignNow editor for editing or viewing. If the invite status is **Waiting for me**, the document opens in signing session mode. ✅ **Download**: Downloads the document as a PDF. ✅ **View history:** Opens the invite in your SignNow account in a new tab. click the **More menu (…)** and select **History** from the dropdown. The invite history shows detailed information about all actions taken on the document, who performed them, server and client timestamps, IP addresses, and the document IDs. ✅ **Download with:** Opens the invite in your SignNow account in a new tab. Click the **More** **menu (…)** and select **Download with** from the dropdown. Choose the download options (history, attachments, ID) and click **Download.** ✅ **Make corrections:** Opens the invite in your SignNow account in a correction mode. ![widget_make_corrections.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/widget_make_corrections.png) > **Make corrections** is available for invites that have not been opened by recipients. While you are making corrections to the invite, pending recipients will not be able to access the documents. In the correction mode, you can add documents to the document group, edit documents and recipients, and adjust actions on completion. ## Custom records When a user sends a document with SignNow, two custom records are automatically created in NetSuite: **SignNow Invitation** and **SignNow Signer**. If you need to display the information about the signature invite status directly on a NetSuite record or create custom reports, you can retrieve the relevant data from these custom records. To access the custom records, go to **Customization > Lists,Records, & Fields > Record Types**. ![custom_record_general.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/custom_records/custom_record_general.png) ### SignNow Invitation custom record Select the SignNow Invitation from the list of records to customize its settings and fields. The SignNow Invitation stores data about signature invites, including: - Invite status - Document ID and template ID - Document name and template name - SignNow user ID and email - NetSuite user ID - NetSuite record ID - NetSuite record type ![custom_record_invitation.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/custom_records/custom_record_invitation.png) To view the list of signature invites, click **List** next to the **SignNow Invitation** record. ![custom_record_invitation_list.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/custom_records/custom_record_invitation_list.png) ### SignNow Signer custom record Select the SignNow Signer from the list of records to customize its settings and fields. The SignNow Signer stores data about the signature invite recipients, including: - Email - Status - Signing order - Invitation (link to the SignNow Invitation custom record) ![custom_record_signer.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/custom_records/custom_record_signer.png) To view the list of signers, click **List** next to the **SignNow Signer** record. ![custom_record_signer_list.png](/reference-assets/images/SignNow_Netsuite/invites_status_widget/custom_records/custom_record_signer_list.png) --- *Full page: https://docs.signnow.com/docs/netsuite-invites-status-widget*