Advanced PDF/HTML template doesn't work with Send for Signature

Sometimes when you click Send for Signature and select an Advanced PDF/HTML Template, instead of a generated document you get this error message:

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Your Advanced PDF/HTML template may contain elements which are not used in the record where you'd like to generate a document from.

For example, you'd like to generate a document with a company logo. You have a template for that in NetSuite. In Source code there is a part which describes where to put a company logo on a document.

Your custom template is missing a component which indicates where to look for a company logo while generating a document.

Try adding @url to the link to company logo in your Advanced PDF/HTML template like so:

companyInformation.logoUrl  -->  companyInformation.logoUrl@url
  1. Go back to the Advanced PDF/HTML template in Source Code as described in this article.

  2. In the Source Code, look for the field missing from the record where you tried to use this template (companyInformation.logoUrl in this case).

In this example find this part:

<#if companyInformation.logoUrl?length != 0><img src="${companyInformation.logoUrl}" style="float: left; margin: 7px" /> </#if>
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... and turn it into this line by adding @url every time the company logo is mentioned, like so:

<#if companyInformation.logoUrl@url?length != 0><img src="${companyInformation.logoUrl@url}" style="float: left; margin: 7px" /> </#if>
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  1. Copy the new version of the template, create a new record type and paste the source code into it as described in Stage 3 in this article.

  2. Use the new template with Send for Signature.