KB User's Guide - Documents Tab - Define and Apply Document Headers and Footers

You must have full user permissions for your space to perform these steps.

The PageHeader and PageFooter features 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

Note: Publish rights ARE NOT required to apply 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 PageHeader or PageFooter link. A dropdown menu displaying the available options will appear.

    The image below shows the available PageHeader and PageFooter dropdown menus.

    headerandfooter

  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.

  5. Should you need to update a header or footer, the updates will be seen in every document to which it has been applied.

Defining a Brand New Header or Footer

Note: Publish rights required

  1. Click the Edit link next to PageHeader or PageFooter link. A window displaying existing headers/footers will appear.

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

    In the image below, the Add new header checkbox is checked.

    Page header edit screen with add new header checkbox checked

    • 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 Design editor to create documents may open a  document and style their desired header/footer as they wish (e,g, applying links, images, tables etc.). Once the header/footer looks right, toggle to the HTML Code view and copy all the code out of the editor and paste it 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 code 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.