Netsuite

PDF Templates

How to Update Templates in NetSuite

1. Login to NetSuite and navigate to Customization > Forms > Advanced PDF/HTML Templates.
2. Click on ‘Customize’ next to the template you want to update.
3. Edit the Freemarker Syntax as needed within the template.
4. Preview & Save your changes.

Duplicating Templates

1. Open existing template.
2. Click Template Setup
3. Enter new template name.
4. Click Save (This does not overwrite the old template)
5. Click Save As in the template’s save menu.

Setting Transaction Forms to Use the Templates

1. Login to NetSuite and navigate to Customization > Forms > Transaction Forms.
2. Click ‘Edit’ next to the form you want to modify.
3. In the Printing and Email sections, select the desired template from the Advanced PDF/HTML Template dropdown.
4. Save the changes.

These instructions should guide you through setting up the form via the customization tab. Let me know if you need anything else!

Resources

• Freemarker Syntax: Official Documentation
• Big.faceless PDF Templates: User Guide
• NetSuite Field Reference: NetSuite Help Center