Add And Edit Header And Footer Format (Customization)

If you frequently customize documentation at the end of projects for your customers, you might be interested to learn about the various benefits of DocBoss that assist in the customization process. This includes editing headers and footers to meet your customers’ specific requirements for their documentation.

To add and edit headers and footers to your documents, navigate to the Main Setup page of your project where available fields are shown in the Formats group > Document Header/Footer Settings. 

1. Font – Default is set to size 8 but can be changed to any other size up to 72. 
2. Margin Top/Margin Bottom – This setting establishes the distance from page margins. Note that “0” is the shortest distance and subsequent numbers gradually move Header/Footer away.
3. White background across all header/footer area – A white background can be added across header or footer you wish to override the existing text in this area (if any). 
4. Header/Footer Output: 
   1. One Column: This will show all the data included in the header and footer in only one column with the selected alignment (left, center, right). 
   2. Three Columns: This options allows you to set the data in the header and footer in 3 different columns for each alignment (left, center, right).                                                                                                                                                                                                                                             
5. Document Header/Footer Format – To edit format, select the desired variables by clicking on each available field, or type text manually. It’s also possible to add new variables by creating custom Doc Code/Card fields. For more details about new fields click here.                                                           
   1. Data can also be added in more than one line if required, by pressing Enter on your keyboard, in any of the Text fields.
   2. OR operator can also be used to take first non-null value. OR must be in caps and the only two characters between two variables.    
   3.  IF statements are available for Header/Footer formatting.  
      1. A variable for formatting header/footers based on if a card is Auto-generated or Manually created is available, even though it is not in the selectable values. Type “<CardType>” and use the values “Manual” or “Auto”. For more information on using IF statements see our article here. 
6. Align – If using One Column Header/Footer choose between Left, Center and Right alignment.
7. Save – Click save after all changes are made. 

Show header/footer on cover pages – Be sure to mark the checkbox if you wish to use the header and footer format also in the cover pages.

Note: When a document doesn’t change (i.e. new version is not updated), the system will NOT re-apply the header footer. This usually happens when re-sending the documents received from the customer for final approval. 

To edit the setting on a specific submittal, you can check the “Add Header/Footer” checkbox on the submittal window.

You can edit this setting on each card prior to the submittal window if you prefer.

If you wish to toggle the header/footer for all cards for a doc code, you can do that on the code list.

* Note that if you want to immediately apply the change to all cards for that code (if the file is already uploaded to the card) you must select the code and click Apply to Cards (button at bottom) after you make the setting in the code list.

We’ve written another article regarding editing headers and footers that continues the discussion if you’d like to learn more.