Weekly Automated Time Report

Creating an automated time report, where the report will be sent to clients on a weekly basis. The report includes an approval section at the bottom with options for client signature via DocuSign or Adobe Sign. This approach ensures better professionalism by automating the process.

Steps for Implementation 

Schedule the Script: 

1. Develop and schedule a scheduled script or map/reduce script to run automatically on a weekly basis. 

Fetch Customer Time Reports: 

1. Retrieve time report data for the past week for each customer through saved search  
2. Include all relevant fields that match those in the standard time report format. 

Generate PDFs: 

1. Automatically create a PDF file for each customer’s time report based on the retrieved data. 

Store the PDF in a Custom Record: 

1. Save the generated PDF in a custom record specifically designed for storing the reports. 
2. Attach the custom record to the respective customer record in NetSuite. 

Add a “Signed Status” Field: 

1. Include a field in the custom record named “Signed Status” to track the signing process. 
2. Set the initial value of this field to “Pending” for each report. 

Send the PDF via DocuSign: 

1. Automatically send the generated PDF to the client via DocuSign for electronic signing. 

Obtain Envelope ID from DocuSign: 

1. Retrieve the Envelope ID generated by DocuSign for each document sent. 
2. Use this Envelope ID to track the signing status. 

Track Signing Status: 

1. Periodically check the status of the signing process using the Envelope ID. 
2. Determine if the client has signed the document. 

Update the “Signed Status” Field: 

1. Once the signing process is complete, update the “Signed Status” field to “Complete.” 

Store the Signed Document: 

1. Save the signed and completed PDF in the customer record for future reference. 
2. Ensure the document is easily accessible for compliance and review purposes.