OneFlow Set-up

You must begin by creating a template type (also called template group) in Oneflow. 

If you want your document to contain variable fields these must be created as data fields in the template group.

A template should be created for all types of documents that you need to create. For instance, if your need is to create and distribute rental contracts you need to create a template for these kind of contract documents first.

Creating a template is done in Oneflows GUI. A template can contain text, images, fields and attachments. For detailed instructions of working with templates in OneFlow see their solution web. 

If you intend to let NetSuite generate the complete document as a PDF each time you still need to create a template, even if it is basically an empty template.

Templates inherit data fields from its template type. Documents created from a template inherits everything from the template, including fields and attachments. 

You can create a section in the template containing data fields that are populated with values from NetSuite. If you do not want the recipient to be able to change these values this section must be marked to prevent that.

To be able to add attachments to your contract, you must manually add an Attachments section to the contract template using the Oneflow application UI.

Link to the OneFlow help center for more help.