---
title: "Send HTML templates with text tags"
url: "https://docs.signnow.com/docs/netsuite-text-tags"
type: "page"
section: "Integrations"
slug: "netsuite-text-tags"
---

# Send HTML templates with text tags

# Send HTML/PDF templates with text tags

NetSuite admins can insert tags for text, signature, initials, date, checkbox, and other fields into HTML and PDF templates used for document generation. When a recipient opens the document with text tags, the tags are automatically converted to fillable fields.

For example, let's add text tags for different fields to the Custom Sales Order PDF/HTML template and send the generated sales order for signature using SignNow.

## Select the custom form (optional)

First, choose a custom form for the sales order.

Go to **Transactions > Sales > Enter Sales Orders > Lists**.

![sales_order_select.png](/reference-assets/images/SignNow_Netsuite/text_tags/sales_order_select.png)

Select the sales order from the list and click **Edit.**

On the Sales Order page, choose the form template from the dropdown list under the **CUSTOM FORM** field. 

This form will be used as a template for generating the sales order.

![select_custom_form.png](/reference-assets/images/SignNow_Netsuite/text_tags/select_custom_form.png)

Click **Save** to save changes.

## Set the PDF/HTML template for the sales order

Go to **Customization > Forms > Transaction Forms**. 

Locate the custom form selected in the previous step and click **Edit**.

![forms_list.png](/reference-assets/images/SignNow_Netsuite/text_tags/forms_list.png)

On the form page, in the **PRINT TEMPLATE** dropdown menu, select the PDF/HTML template that will be used to generate a sales order. 

![print_pdf_template.png](/reference-assets/images/SignNow_Netsuite/text_tags/print_pdf_template.png)

Click **Save** to save your changes.

## Customize the PDF/HTML template

Go to **Customization > Forms > Advanced PDF/HTML Templates.**

Select the PDF/HTML template you need to customize. In our example, **Custom Sales Order PDF/HTML template**.

![custom_pdf_list.png](/reference-assets/images/SignNow_Netsuite/text_tags/custom_pdf_list.png)

> Check the box in the **PREFERRED** column to use this PDF/HTML template to generate all sales orders.

Now, we will add text tags to the sales order. 

> The text tag for each field should be in double curly brackets. We have assigned all fields to `Recipient 1`. You can change the assignee role per your template settings.

**Signature field**:  `{{t:s;r:y;o:"Recipient 1";}}`

**Date field:**  `{{t:t;r:y;o:"Recipient 1";l:"Date";}}`

**Text field:**    `{{t:t;r:y;o:"Recipient 1";l:"Name";}}`

**Initials field:** `{{t:i;r:y;o:"Recipient 1";l:"Initials";}}`

**Checkbox:** `{{t:c;r:y;o:"Recipient 1";l:"Checkbox";}}`

Learn more about [text tags](/docs/text-tags).

That is how text tags look in the HTML layout.

![tags_html.png](/reference-assets/images/SignNow_Netsuite/text_tags/tags_html.png)

## Set up the custom action for sending a sales order

Now, let’s configure the custom action to generate and send the sales order based on the configured HTML template using SignNow.

Go to **Setup > SignNow Admin Tools > Custom actions**.

Configure the custom action **Send Sales Order** as described in [Custom actions](/docs/netsuite-custom-actions). 

1. In the first step, select the `NetSuite HTML template to be sent for signature` . 
2. (Optional) Add the pre-configured SignNow document flow.
3. Add the custom action in NetSuite. For our example, we will add the action to the Sales Order record.

After configuring the custom action, go to the Sales Order record (or the record where the custom action has been added) and initiate the action. 

**Watch how the sales order is generated from an HTML template with text tags.**

![text_tags_sending.gif](/reference-assets/images/SignNow_Netsuite/text_tags/text_tags_sending.gif)


---
*Full page: https://docs.signnow.com/docs/netsuite-text-tags*