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:
![error template.png 1417](https://files.readme.io/ab2955e-error_template.png)
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
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Go back to the Advanced PDF/HTML template in Source Code as described in this article.
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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="${companyInformation.logoUrl}" style="float: left; margin: 7px" /> </#if>
![logo-url-2.png 702](https://files.readme.io/804dc23-logo-url-2.png)
... and turn it into this line by adding @url every time the company logo is mentioned, like so:
<#if companyInformation.logoUrl@url?length != 0><img src="${companyInformation.logoUrl@url}" style="float: left; margin: 7px" /> </#if>
![logo url fixed.png 1478](https://files.readme.io/dec6d66-logo_url_fixed.png)
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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.
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Use the new template with Send for Signature.
Updated almost 4 years ago