Monday, July 8, 2019

Steps to Save Marketing Template as a PDF File

Sometimes it is needed to export Marketing Templates as a PDF file. This functionality does not exist in NetSuite. However, there is a way how to save the marketing template as a PDF file:

  1. Navigate to Documents > Templates > Marketing Templates
  2. Select Edit next the one you want to save as PDF file
  3. At Template subtab, switch to Text Editor
  4. Click the cursor inside the edited area. Hit "Ctrl + A". Content of Text Editor shall turn blue. Hit "Ctrl + C".
  5. Open MS Word text editor. Create new blank document.
  6. Click in it. Hit "Ctrl + V"
  7. Navigate to Save as ...
  8. Choose name. 
  9. Save as PDF file.

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