Projects Headers/Footers

Projects Headers/Footers

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.

Rules

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.

1. Create/Edit header/footer

  1. Open Project
  2. Go to Header and Footer templates
    1. Click Add New Header & Footer or Edit existing
    2. Write and format
    3. Save
  3. Go to Documents
    1. Find the 1st document you want to apply the header to, click Edit to open Document Settings
    2. Select your Header & Footer Template and save
    3. Repeat for all documents in your list

2. Apply header/footer to new document

  1. Open Project
  2. Go to Documents > find your document > click Edit
  3. Select the header/footer template you want to use, or create a custom header/footer
  4. Update to save


3. Complete a missing question response

If you see text in your headers {{Missing Question Response}}, that means a question is awaiting your response. Go to your project's Questions, answer the corresponding question, then save. Your response will automatically apply to your document headers/footers. See video demonstration:


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 are an Administrator and want to save your team time, click here to read about Configuring Header/Footer templates.
  4. If you would like assistance with headers/footers in a project, click here to contact Support.

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