How to Create a Header in Text and Layout Documents

This article provides tips on how to create and edit a header/footer

Text document

💬 Tip: Before creating a header/footer for the first time, we recommend duplicating the default header, Default, so you have something to fall back on or compare with. Duplicating an existing header is also a good idea if you plan to create multiple headers for your site.

Use an Existing Block

A block in the header/footer can consist of one or multiple rows. A good practice when adding a field with company information is to use an existing block. This allows you to easily change the order or edit the rows with metadata you’ve selected, such as ensuring they are aligned under one another.

You can see if an existing block contains one or multiple rows by clicking on the block. Within the block, you can decide whether it should be placed above or below another block and adjust whether there should be spacing between them.

When you select a row, you can choose the color and text size for the row, adjust the alignment of the text within the row, and decide whether the field label should be displayed. You can also set the row height, which affects the spacing between other rows in the block.

Note: When selecting a logo, the logo from the default company is displayed. If you have multiple companies linked to your site, the logo is determined by the company information in the category where the document is published.

Note: When adding company information to the header/footer under Print, it includes a few additional field types not available under Review or Public Link:

Page {page} of {pageof}
COPY Valid for printing until {date}

Layout Document

Unlike text documents, where headers and footers are managed centrally, you will create the header from scratch in the layout document using the Insert Company and Document Information feature (1). This allows you to select the information and metadata you want to include in your header. You can then position these elements as desired and adjust the formatting, such as font style and color.

It is beneficial to save your created header as a shape in your personal "library" (3). This makes it easy to reuse the header in other layout documents through the Shape menu under My Shapes (2). Please note that these shapes are only accessible to the user who created them and are not shared with other users in the system. An alternative to saving the header as a shape is to create a layout document that includes your header and then share that document with colleagues, who can copy the header from it.

If you are working with template documents, you can certainly include the header in those templates as well. To share your created header, save the document as a template in your internal template library.

❗Note: Unlike text documents, you must also create headings for the company information you choose to include in the header of a layout document.