Headers and footers are useful when you have repetitive information, such as a proposal title or page number, to display on each page of the 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).
To insert a header or footer on a proposal:
-
In the Settings pane, select
Properties and then select
Document Properties.
-
Select the Header and/or
Footer option.
This inserts the same header and/or footer on all pages of the proposal.
- To create specific headers and/or footers for individual pages within the proposal, follow the directions in steps 3 and 4.
- To use one format for all headers and/or footers on all pages, continue to step 5.
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To create specific headers and/or footers for individual pages within the proposal, select the proposal page and click
Page Properties.
-
Select the Header and/or
Footer
option for the page.
This will override the default settings from the Document Properties pane only for the selected page. Continue to step 5 to define the properties for the header and/or footer.
-
To define the header and/or footer properties, select the actual header or footer on a page in the proposal.
Depending on if you selected a header or a footer, the Header Properties or Footer Properties pane opens. You can define different settings for headers and footers, but the options that are available to select from on the Header Properties and the Footer Properties panes are the same.
If you apply a master element that has no headers and/or footers to an existing page that includes headers and/or footers, the page's headers and/or footers are applied.
-
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. A divider is inserted on the header or footer for each column. The maximum number of columns for a header or footer is 3. 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.
These different columns are useful, for example, when a header includes the proposal title, date, and a page number. In this case,
3 columns would be defined.
-
For each column field, select the type of column that should display in the header and/or footer. The header and/or footer can include a mix of column types but each column can only be one of the following types:
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
|
-
Complete the dialog box for the specified column type.
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Use the
Padding fields to determine the spacing between the field, text, or image in the header or footer and the text box .
-
Select the
Size of the header or footer.
This field defaults to .5 in, which is the height of the header or footer. The width applies to page margins and is always equal to the width of the page.
-
On the Actions bar, click
Save.