Working with Headers & Footers
Use this part of the documentation as a reference on the tasks that you can perform to manage your A/E firm's headers & footers and format your exported project's pages.
The following tasks are part of the typical headers & footers workflow:
- Add or copy a header & footer template.
- Modify a template.
- Review a template's contents and formatting.
- Apply a template to the active project.
- Remove a template.
Permissions
To work on a project's headers & footers, you must be the project's creator or a member of the project team. In addition, the following permissions apply.
Permission | Create/Copy | Modify | Delete | Apply to Project | Preview |
---|---|---|---|---|---|
Administrator | |||||
Author | |||||
Contributor |
- Related Topics:
- Open the Format Page for Headers & Footers
For a given project, open the Format page for headers & footers to begin managing, modifying, and assigning header & footer templates. - Add a New Header & Footer Template
As an administrator or author, add a new header & footer template for a new submission goal, use case, or formatting requirement. - Copy a Header & Footer Template
As an administrator or author, copy a header & footer template to create a new template based on the existing template. This enables you to create variations of a template while preserving the original content and formatting. - Modify a Header & Footer Template
As an administrator or author, modify a header & footer template to specify content and formatting in the headers & footers of a project's pages. - Apply a Header & Footer Template to the Active Project
As an administrator or author, apply a header & footer to a project to add project and firm information to your project's pages. - Remove a Header & Footer Template
As an administrator or author, remove a header & footer template to delete specified content and formatting that you no longer use.
Parent Topic: Project Formatting and Styles