10. Documents

Reviewing customer document templates and print output

Template Studio manages the presentation of supported customer documents. Preview a populated business record to verify the document before using it with a customer.

Navigation: Launch page > Documents > Template studio.

Workspace overview

NetSuite Real Estate document template workspace populated workspace — **Document template workspace.** The populated template workspace shows the section list, selected heading, and live document preview. This is a sample template preview; language, currency, terms, and statutory wording must be reviewed for your organization before use.

Before you begin

Use an approved template, document language, legal wording, and a representative populated record. The available record types include Reservation, Sales Offer, Customer Receipt, and Sales Contract.

Procedure

Select the record type and template relevant to the document.
Load the intended populated record into Preview.
Review customer and ownership details, property and unit, dates, currency, totals, installment information, and charges.
Review terms, language, layout, and page breaks. Check that repeated parties or totals do not appear incorrectly.
Use Proof PDF to inspect the rendered document. An authorized template user can save approved changes after review.
Reopen or re-preview the final version with a populated record before issuing the document through the company process.

Result

The printed document reflects the correct business record and approved presentation.

Important

Do not use a preview as proof that a contract is approved or signed. Keep legal text and localization requirements under the company's document-control process. Confirm numerical consistency across the source record and print output.