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:
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.
If you'd like to use this template for generating a document from a Sales order, you'd probably get the error message because there is no NetSuite field dedicated to company logo in that Sales order.
Try erasing the line with the link to company logo from an Advanced PDF/HTML template.
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Go back to the Advanced PDF/HTML template in Source Code as described in this article.
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Look for the name of the field missing in the record and delete it from the Source Code.
In this example find and delete this part:
<#if companyInformation.logoUrl?length !-0><ing src-"${companyInformation.logoUrl}" style-"float: left;margin: 7px" /> </#if>
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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 less than a minute ago