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Set up the Custom Print Docs Add-on
To create new template sets you need to install the Custom Print Docs add-on:
- In your Neto control panel click the Addons menu.
- In the content management section, find the Custom Print Docs add-on and click the Install button.
- Click the Install button in the pop-up window that appears.
Once activated, the Custom Documents menu option will appear in the Admin menu.
Create a Custom Print Doc
To create a custom document template:
- Get your web designer or a Neto partner to create the template for you.
- Upload it to your site using SFTP to the /private/www/netosuite/SysDoc/printdocs/custom/order/ folder.
- In your Neto control panel navigate to Setup & Tools > All Setting & Tools.
- Select System Templates from the left side menu, and then choose Custom Order Templates and click on Add New.
- Enter the Template Name - this will appear in the Print menu.
- Enter the Template Reference. Thie is normally the same at the Template File.
- Select the Template File from the dropdown menu.
- Your web designer or our design team will tell you with the options in the Settings section. Just contact whoever designed the template.
- Click on Save.
- Go to Sales Orders > View Orders and scroll down to the Bulk Actions section at the bottom of the page. You will see the new print template at the bottom of the Print menu.