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Document headers

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’.

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Create a new header

Click ‘Create new header’.

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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.

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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?

    • Yes

    • No

Search for document headers

Use the search feature to search for previously created headers. Use keywords to narrow the search.

Preview

Klick 'Show' button and preview opens to other window.

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