Creating and working with document headers
To view the headers of a document, click the ‘Contract settings’ section in the top navigation and then ‘Document headers’.
Create a new header
Click ‘Create new header’.
In the resulting view, define the header details: Header name, logo and the text fields for columns 1 and 2. Headers may accommodate a maximum of three lines, the maximum number of character being 200.
NOTE! Logo's maximum height is 60 pixels, maximum width is 200 pixels and maximum file size allowed is 500 kilobytes.
View document headers
The details are listed under ‘Contract settings” -> ‘Document headers’. The sorting order may be changed under ‘Rearrange’.
- Alphabetically (A-Z)
- Alphabetically (Z-A)
- Newest first
- Oldest first
- Last modified first
Editing a document header
Select a document header, click the arrow on the right-hand side and choose ‘Edit’. The edit header view is displayed. Edit the desired sections and click ‘Save’.
Deleting a document header
Click ‘Remove’ from the menu.
- Are you sure you want to remove the selected item?
Search for document headers
Use the search feature to search for previously created headers. Use keywords to narrow the search.
Klick 'Show' button and preview opens to other window.
Example header in a PDF document: