How do I default adding documents to Opportunities?

I did a test and we have no custom buttons on the opportunity record, yet signed documents are attaching in my tests. I'm trying to determine why it isn't always happening on the same record type for some users.

A slightly different question, but users are also reporting that they must always log into NetSuite after clicking 'done' on the DocuSign document envelope after having selected to 'send with DocuSign'. Was this always the behavior, or is this also new to this v2020.09.02?

I recommend opening a support case for the first issue. Signed documents shouldn't be attached to new envelopes when using the "Send with DocuSign" button. If it's happening inconsistently across different users it may be a permissions issue.

For the issue with logging back into NetSuite after sending, are you using Chrome as the browser? Recent updates to Chrome may have impacted this. To avoid logging back in, either use a different browser or disable SameSite cookie enforcement.

Be aware that this may be in breach of your organization's security policy and it's recommended you check with your security team before making any changes to browser settings.

Instructions can be found here:

https://support.siteimprove.com/hc/en-gb/articles/360007364778-Turning-off-Google-Chrome-SameSite-Cookie-Enforcement

Regards,

Tony Ramoutar

Product Manager, Integrations

DocuSign