Configure Header/Footer Templates

Configure Header/Footer Templates

Headers and Footers can help your reader navigate your documents. Headers and footers can contain information such as the project number, release date, name of the purchasing agency, page numbers, and anything else that might be helpful to readers.

In this article we will cover how Administrators can configure header/footer templates. 

Template Rules

  1. Before Header/Footer updates can be applied to multiple documents, an Administrator or Procurement Staff user must first 1) create the Header and Footer template and 2) associate the Header and Footer template with each document. For example, if you want to apply a header template to all RFP documents, you will need to open/edit all 50 RFP documents.
  2. Any edits to Header/Footer templates on the Configuration Page will apply to all future solicitations that are created after the template is updated.
  3. Any edits to Header/Footer templates in Projects will not affect the Configured template.

Formatting Rules

  1. The Header/Footer area fits 3 lines of text by default. If more than 3 lines of text are added to a header/footer, space will be allocated from the document’s body to accommodate the header text.
  2. Users can choose 1, 2, or 3 columns for headers/footers. Writing in 12pt size font, 1 column fits 82 characters per line; 2 columns fit 41 characters per line; and 3 columns fit 20 characters per line.
  3. You can choose font sizes size 6pt to size 36pt font.
  4. Header/Footer does not print on table of contents pages.
  5. After documents are exported to PDF, the variables $page_number and $total_pages are replaced with page numbers.

How to configure header/footer templates

Like documents and forms, header/footers can be configured as templates and associated with documents, so that they are automatically pulled into projects.
  1. Configure New Header/Footer Template
    1. Open the Configuration Page, go to Header and Footer Templates
    2. Add New Header & Footer 
    3. Write and format the Header and Footer template
    4. Save
  2. Associate with Document Templates
    1. Open the Configuration page, go to Document Templates
    2. Find the 1st document you want to apply the header to then click Edit
    3. Select your Header & Footer Template
    4. Save
    5. Repeat for all documents in your list
This will apply the header/footer to all documents you edited for future solicitations.

After header/footer templates are pulled into projects, users can customize or create new headers/footers within their projects.

Tips:
  1. Use 1 column to maximize the number of characters per line. 
  2. Use soft returns (SHIFT+ENTER) rather than hard returns (ENTER) to maximize the space in your header/footer and document body.
  3. If you would like assistance with headers/footers, click here to contact Support.

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