Define Header/Footer Properties

You can insert header and footers within the pages of a proposal. The header and footer options on the Document Properties apply to the entire proposal, while the header and footer options on the Page Properties apply to the selected page (for pages requiring different formatting).

Prerequisite: Create a new proposal or open an existing proposal.

To define header and/or footer properties:

1. On the Settings pane, select Properties > Document Properties.
2. Select the Header and/or Footer option. This inserts a header and/or footer on each page of the proposal. To further define the headers and/or footers for individual pages, continue to step 3. To format the header and/or footer properties for all pages, continue to step 4.
3. For pages where you need to apply specific settings to the header and/or footer:
   1. Select the page and click Page Properties.
   2. Select the Header or Footer option.
4. Select the actual header or footer on a page in the proposal. The Header Properties or Footer Properties pane opens. You can define different settings for headers and footers, but the options that available on the pane are the same.
5. Use the Columns field to define how many columns you want in the header or footer. Columns are useful for including multiple types of information in the header or footer. The maximum number of columns for a header or footer is 3. For example, a header may have the proposal title, date, and a page number in the header. In this case, 3 columns would be defined.

   A column field displays for each column that is defined. For example, if you select 3 in the Columns field, then Column 1, Column 2, and Column 3 fields display.

6. Specify the type of column that should display:

   Option	Description	Dialog Box
   Field	Inserts a specific database field in the header or footer.	Field Settings
   Free Text	Insert your own text in the header or footer.	Text Settings
   Image	Inserts an image file in the header or footer.	Image Settings

7. Complete the dialog box for the specified column type.
8. Use the Padding fields to determine the spacing between the field, text, or image in the header or footer and the text box .
9. Select the Size of the header or footer.
10. Select the unit of measure, inches or millimeters, to use for the measurement fields on Document Properties and Page Properties settings.
11. On the Actions bar, click Save. The properties are applied to the document.