Orphaned envelope records remain in NetSuite when envelopes are discarded in the DocuSign portal.

Description

After upgrading to the DocuSign for NetSuite SuiteApp, we identified an issue where discarding an envelope in the DocuSign portal does not fully clean up related records in NetSuite.

When a user discards an envelope, the SuiteApp leaves behind an orphaned record in NetSuite within the “DocuSign SuiteApp Envelope Status” custom record. These records do not represent valid or active envelopes and must be manually removed.

Attached are the detailed steps to consistently reproduce this issue in NetSuite.

Expected Behavior

When a user discards an envelope in the DocuSign portal and confirms the action, the corresponding envelope record should also be automatically removed from NetSuite. The integration should not leave orphaned or invalid envelope status records as a result of a standard user action.

Actual Behavior

Discarded envelopes remain in the DocuSign SuiteApp Envelope Status custom record in NetSuite, requiring manual cleanup.

Business Impact

• Creates data integrity issues in NetSuite
• Requires manual intervention by a NetSuite Administrator
• Increases administrative effort and risk of error
• Does not scale in environments with frequent envelope creation and cancellation

Current Workaround (Provided by DocuSign Support)

1. Navigate to:
   Customization > Records > Record Types > DocuSign SuiteApp Envelope Status
2. Manually locate and delete the discarded envelope record

Limitations of the Workaround:

• Only accessible to NetSuite Administrators
• Requires manual identification of the discarded envelope
• Time‑consuming and inefficient

Recommendation / Enhancement Request

We recommend enhancing the current DocuSign for NetSuite integration so that any envelope record remaining in the “DocuSign SuiteApp Envelope Status” custom record is automatically deleted when a user confirms the “Discard” action in the DocuSign portal.

This behavior would align NetSuite data with DocuSign user actions and eliminate the need for manual administrative cleanup.

Attachments

• Steps to reproduce the issue in NetSuite (attached)