ANS-0789 · PRINTING, PDF & EMAIL TEMPLATES
How to Add or Customize Disclaimers on NetSuite Transaction Forms and PDFs
Learn the methods for incorporating disclaimers directly onto NetSuite transaction forms or by customizing their associated PDF layouts.
Short answer
Disclaimers can be added to NetSuite transaction forms directly, though their printing depends on form configuration. For PDF customization, legacy Transaction Form PDF Layouts allow adding custom elements with text. NetSuite now primarily recommends Advanced PDF/HTML Templates for more flexible PDF customization, which uses different methods for adding content.
Scenario
Users need to include specific disclaimer text on NetSuite transaction forms or their generated PDF documents. The challenge lies in ensuring the disclaimer appears correctly, either through direct form entry or via PDF customization, while navigating NetSuite's evolving PDF customization options.
Solution
To add a disclaimer to NetSuite transaction forms or their associated PDF layouts, consider the following approaches:Two newlines between items.
Direct Entry on Transaction FormUsers may find a field to enter the disclaimer directly on the Transaction Form itself (not the PDF view). However, the visibility and printing of this disclaimer may depend on the specific configuration or type of the transaction form.Two newlines between items.
Customizing PDF Layouts (Legacy Method)For legacy Transaction Form PDF Layouts, disclaimers can be added by customizing the PDF layout:
Access the PDF layout customization interface.
Select 'Add Custom Element'. A default element name will appear in the form.
Rename the element as needed.
Type the desired disclaimer text directly into the text box of the custom element.
Position the custom element on the form as required.NetSuite now primarily recommends Advanced PDF/HTML Templates for PDF customization, which utilize different methods for adding text and fields (e.g., WYSIWYG editor's 'Text' or 'Fields' buttons, or direct FreeMarker/HTML editing).
Expert NetSuite Support
Need help with this NetSuite issue?
Printing, PDF & Email Templates consulting and configuration support