KB User's Guide - Documents Tab - How to Define and Apply Headers and Footers in a Document

This document describes how use the document Page header and Page footer links in the KB's document editor.

The Page header and Page footer links allow authors to apply predefined headers and footers to their documents using a simple drop-down menu. Users with publish rights can also define new headers and footers or edit existing options using these links.

Applying a Header or Footer

  1. If you wish to view the headers or footers available to your site, click the down arrow next to the Page header or Page footer link. A dropdown menu displaying the available options will appear.

  2. Select the name of the desired header or footer from the corresponding drop-down menu.

  3. When you preview your document, the header or footer will appear along with your content.

  4. If you wish to remove a header or footer, simply set the corresponding drop-down menu to None.

Defining a New Header or Footer

Note: Publish rights required

  1. Click the Edit link next to Page header or Page footer link. A window displaying existing headers/footers will appear.

  2. Click the link labeled Add new header found at the bottom of the pop out window. An editable text box will appear, along with several drop-down menus and a 'Name' field:


    • Use the Name field to specify a name for your header/footer. The name you enter in this field will appear in the drop-down menu from which document authors select which header/footer to apply.

    • Use the Site drop-down menu to specify whether your header/footer will be visible externally, internally or both.

    • Use the Status drop-down menu to can specify whether your header/footer will be Active (i.e. available to document authors) or Inactive (i.e. unavailable to document authors).

  3. Enter the content of the header/footer in the text box. You must use HTML if you wish to format the text.

    *** Users who only use the WYSIWYG editor to create documents, they may open a new document, style their desired header/footer in the WYSIWYG editor of that new document. Once the header/footer looks the way you want it to, toggle to the HTML editor and copy all the HTML code out of the document editor into the appropriate text box, Header or Footer.

  4. Click Add to save the header/footer.

Editing an Existing Header or Footer

Note: Publish rights required

  1. Click the Edit link next to Page header or Page footer link. A window displaying existing headers/footers will appear.

  2. Click the link labeled Edit next to an existing header/footer. An editable text box will appear, along with several drop-down menus and a 'Name' field.

    • Use the Name field to specify a name for your header/footer. The name you enter in this field will appear in the drop-down menu from which document authors select which header/footer to apply.

    • Use the Site drop-down menu to specify whether your header/footer will be visible externally, internally or both.

    • Use the Status drop-down menu to can specify whether your header/footer will be Active (i.e. available to document authors) or Inactive (i.e. unavailable to document authors).

  3. Edit the content of the header/footer in the text box. You must use HTML if you wish to format the text.

  4. Click Update to save your edits, Reset to restore the header/footer to the state it was in before you began editing it, or Delete to remove the header.




Keywords:header, footer, page, publish rights, publish, drop down, create, new, edit, document   Doc ID:24015
Owner:Teresa A.Group:KB User's Guide
Created:2012-04-25 11:23 CDTUpdated:2016-08-29 16:33 CDT
Sites:KB Demo, KB Demo - Child Demo, KB User's Guide
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