KB User's Guide - Documents Tab - Define and Apply Document Headers and Footers
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.
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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. -
Select the name of the desired header or footer from the corresponding drop-down menu.
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When you Preview your document, the header or footer will appear along with your content.
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If you wish to remove a header or footer, simply set the corresponding drop-down menu to None.
- 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
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Click the Edit link next to PageHeader or PageFooter link. A window displaying existing headers/footers will appear.
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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.-
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.
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Use the Site drop-down menu to specify whether your header/footer will be visible externally, internally or both.
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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).
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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. -
Click Add to save the header/footer.
Editing an Existing Header or Footer
Note: Publish rights required
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Click the Edit link next to Page header or Page footer link. A window displaying existing headers/footers will appear.
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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.
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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.
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Use the Site drop-down menu to specify whether your header/footer will be visible externally, internally or both.
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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).
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Edit the content of the header/footer in the text box. You must use HTML code if you wish to format the text.
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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.