You can connect a Netsuite opportunity to an Octiv document by following these steps:
- From your Octiv document, click the Properties tab in the Document Information panel.
- Scroll down to Netsuite Opportunity and click Search.
- Find the name of your Opportunity and select it.
- Click Assign.
If you update a Netsuite Opportunity and want your Octiv documents to reflect the changes, select Variables from your Document Information panel and click Refresh Variables.
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