Creating and working with document footers
To view the footers of a document, click the ‘Contract settings’ section in the top navigation and then ‘Document footers’.
Create a new footer
Click ‘Create new footer’.
In the resulting view, define a name and column details for the footer. There may be a maximum of 5 columns, each of which may accommodate a maximum of four lines of text, the maximum number of characters being 200.
View document footers
The details are listed under ‘Contract settings” -> ‘Document footers’. The sorting order may be changed under ‘Rearrange’.
Alphabetically (A-Z)
Alphabetically (Z-A)
Newest first
Oldest first
Last modified first
Editing a document footer
Select a document footer, click the arrow on the right-hand side and choose ‘Edit’. The edit footer view is displayed. Edit the desired sections and click ‘Save’.
Deleting a document footer
Click ‘Remove’ from the menu.
Are you sure you want to remove the selected item?
Yes
No
Search
Use the search feature to search for previously created footers. Use keywords to narrow the search.


