1. SuiteCloud Platform
  2. Customization
  3. Custom Records
  4. Creating Custom Record Types
  5. Online Custom Record Forms
  6. Creating HTML Templates for Online Custom Record Forms
  7. Uploading an HTML Template

Uploading an HTML Template

After you create your own HTML template, you must upload the template to NetSuite to make it available when creating online HTML forms.

Note:

HTML templates are saved by default in the Marketing Templates folder in your File Cabinet. To change the folder you use to store your templates, an account administrator or sales administrator can go to Setup > Sales > Preferences > Sales Preferences.

To upload an HTML template:

  1. Click Documents > Files > File Cabinet.

  2. In the File Cabinet, browse to Templates > Marketing Templates.

  3. Click the Add File button.

  4. Browse your system files to locate and select the HTML template you want to add.

  5. Click Open. The template is added to the folder.

Related Topics

General Notices