Improvements to Business Documents in DOCX Format NetSuite 2025.1
Generate business documents in DOCX format without margins in NetSuite 2025.1.
Starting in NetSuite 2025.1, users can now automatically generate their business documents in DOCX format without margins. This enhancement simplifies document preparation and improves presentation by eliminating unwanted margins, allowing for a cleaner layout.
How to Enable This Feature
To utilize this feature, navigate to the template record within the NetSuite CPQ Proposal Generator (version 1.2.3). Here, you will find a checkbox labeled Remove margins in DOCX files. Make sure to tick this box to apply the desired formatting. For further assistance regarding template creation, refer to the help topic on Creating Document Templates.
Important Considerations
- Margins on Groups: Keep in mind that margins defined on groups will still affect the entire page. The margin settings from the first group on any given page will dictate the margins for that page.
Who This Affects
This new feature impacts the following roles and modules:
- Administrators: They will need to enable and configure this feature.
- Developers: Those working with document templates will find this change relevant.
- Accountants and Sales Teams: Users who regularly generate business documents will benefit from enhanced formatting options.
Key Takeaways
- Automatic DOCX document generation without margins is available starting in NetSuite 2025.1.
- The feature can be enabled in the NetSuite CPQ Proposal Generator.
- Group margins still apply, with the first group on the page determining overall margins.
- Enhanced document clarity contributes to better reporting and presentation.
- This change is relevant for administrators, developers, and users from sales and accounting teams.
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