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      Where to create Header/Footer in a text document

      Here we show where in the system you create headers/footers and provide a few tips on what to consider.

      Background

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      The system allows you to manage different configurations of headers and footers. Through the category setting Header and Footer in Text Documents, you can easily select which configuration to use. This way, you can have multiple unique headers and footers created and decide which configuration is active for each category.

      In addition to selecting the desired configuration for the header and footer, you also have the option to determine how the company information in these sections is displayed. You can choose to retrieve the information from a specific workspace or dynamically adapt it depending on who is viewing the document. This means that the workspace associated with the viewer can be displayed as the company information. This setting is managed in the category setting for Company Information.

      Configure Header and Footer

      You can manage your system’s footer/header via the menu Documents » Settings under the heading Header and Footer in text documents.
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      Note

      • The system comes with a default configuration named Default. However, it is possible to rename this configuration, so your configuration might have a different name.
      • You can, of course, modify this default configuration as you wish, but a good tip is to duplicate the configuration before making significant changes.
      • Don’t miss this: A header is displayed in the language set in the user’s profile (English/Swedish), meaning that only one header needs to be created if your site is bilingual.

      The available functions are:

      1. Edit a header and footer by clicking on the name of the configuration you want to edit (see more below).
      2. Create a new configuration.
      3. Duplicate an existing configuration.
      4. Rename a configuration.
      5. Delete a configuration (note that the default configuration provided with the system cannot be deleted).

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      Edit a Header/Footer

      Before you begin editing, we want to highlight the three headings you see in the top menu: Examine | Print | Public link. The purpose of these headings is to allow you, as an administrator, to create different headers within the same configuration depending on how the document will be displayed in the system (1), printed (2), or shown as a public link outside your system(3).

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      1. Examine: Here you edit how your published documents will be presented in the system. This is the default view you are directed to when you access the header/footer administration.
      2. Print: Here you edit how you want your documents to appear when printed (PDF).
      3. Public Link: Here you edit what information will be displayed when a document is shown outside your site.

      Note: Only published documents display headers/footers. Drafts will never show headers/footers.

      Last updated: 20 January, 2025