NetSuite Advanced PDF Training
A FREE Online Course by Industry-leading Experts
Learn the power of NetSuite's Advanced PDF/HTML Templates in this FREE course by Anchor Group NetSuite consultants.
NetSuite Advanced PDF/HTML Template Lesson Topics
- Introduction to the Course
- Advanced PDF Setup Tutorial
- Intro to Advanced PDF WYSIWYG Mode
- Intro to Advanced PDF Source Code Mode
- Advanced PDF WYSIWYG Deep Dive
- Advanced PDF Source Code Deep Dive
NOTE: Our training courses and meant to help NetSuite users learn the skills they need to get the most out of NetSuite. This course does not include access to a NetSuite account, and does not offer a certification. If you are interested in pursuing a NetSuite certification, please visit the official NetSuite Certification Page for more information.
Course Introduction
Advanced PDF/HTML Training Course Content
- Template Setup
- Intro to WYSIWYG Mode
- Intro to Source Code Mode
- WYSIWYG Mode Deep Dive
- Source Code Mode Deep Dive
Course Intro Video Description
Welcome to our course on NetSuite Advanced PDF/HTML Templates! In this video, we will give a rundown of the course content. If you are not familiar with HTML or CSS, you might want to check out the tutorial resources linked below before continuing through the course.
Lesson 1: Advanced PDF Setup Tutorial
Advanced PDF/HTML Training Course
- What is an Advanced PDF/HTML Template?
- Enabling Advanced PDF/HTML Templates
- Opening an Advanced PDF/HTML Template
- Editing Modes: WYSIWYG & Source Code
Lesson 1 Description
Get a general overview of setting up Advanced PDF/HTML Templates! We will show you how to enable their use, how to open them, and explain WYSIWYG Mode and Source Code Mode. If you would prefer to follow along with a written version of this tutorial, check out the link below!
Lesson 2: Intro to Advanced PDF WYSIWYG Mode
Advanced PDF/HTML Training Course
- Setup in WYSIWYG Mode
- Printing Templates
- Previewing Templates
- WYSIWYG Tools
Lesson 2 Description & Bonus Content
Learn the basics of WYSIWYG Mode! We will touch on the powerful tools at your disposal in WYSIWYG Mode, as well as how to preview and print your Advanced PDF/HTML Templates. Advanced PDF templates allow you to source data from within NetSuite and share that data in a clean formatted manner. A custom invoice is one use case, but you can also use Advanced PDF templates to print saved search results as nicely formatted reports! Need a refresher on saved searches? Check out the NetSuite Saved Search Course linked below!
Lesson 3: Intro to Advanced PDF Source Code Mode
Advance PDF/HTML Training Course
- Formatting Source Code
- Coding Text Overview
- HTML
- CSS
- BFO (Big Faceless Organization)
- FreeMarker
- Dynamic Coding
- Coding Editors
Lesson 3 Description & Bonus Content
Take the power of Source Code Mode into your hands! In this lesson, you will learn about the tools used in Source Code Mode, how to organize and manage your code, and how to make your code dynamic.
Lesson 4: Advanced PDF WYSIWYG Deep Dive
Advance PDF/HTML Training Course
- Logo & Images
- Adding a Hyperlink
- Text Alignment
- Adding Fields
Lesson 4 Description
Learn to build an Advanced PDF/HTML Template from start to finish via WYSIWYG Mode. Feel empowered by the tools covered in this lesson and say 'Goodbye' to feeling intimidated by composing templates!
Lesson 5: Advanced PDF Source Code Deep Dive
Advance PDF/HTML Training Course
- Image Coding
- Organization Formatting
- Coding Hyperlinks
- Troubleshooting Errors
- Coding Template Layout and Alignment
- Field Sourcing Coding
Lesson 5 Description Bonus Content
Not a coder? Not a Problem! In this lesson, we will walk you through how to use Source Code Mode to build an Advanced PDF/HTML Template from start to finish, showing you valuable tools along the way that you can use to leverage the power of source code for all of your templates!
That's All For Now!
Tired of learning and just want it done?
We get it, and this is what our team does every day. Everything from consulting to development. These lessons just touch the surface, so you may need an expert to get your projects implemented quickly while you spend time learning. Then, when a project is complete, we can add to your knowledge base and enable you to take the reins. We also offer NetSuite managed services, so you don't ever have to worry about admins or maintenance.
