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      Document management

      • Templates: General features and functions

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Templates: General features and functions

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Header templates and footer templates

Header templates and footer templates are templates that you can add to other applicable template types. Use a header template or a footer template when you want to show the same content at the top or bottom of content that uses an applicable template type.

For example, a header template could show this information at the top of pages in documents that use a document template:
  • Address information of your organization
  • Your organization logo
These are the template types that you can add a header template or footer template to:
  • Email templates
  • SMS templates
  • Document templates
  • Clinical templates
  • Label templates
  • Phone templates
  • In-person templates
  • Postcard templates

Header and footer templates for document templates

When you add a header template or a footer template to a document template, you can select different header or footer templates for:
  • The first page of documents
  • The last page of documents
  • The pages between the first page and last page
For example, you can configure the header or footer templates of a document template for financial statements to show:
  • The applicable client postal addresses and your organization logo at the top of the first page
  • An account summary and remittance slip at the bottom of the last page
  • Your organization name and logo at the top of the other pages
This image shows document template settings for header templates and footer templates:
Settings for header templates and footer templates
This table gives each setting and its function:
SettingFunction
Header (first page)Use Header (first page) to select a header template that shows at top of only the first page of the document.
Header (second page onwards)Use Header (second page onwards) to select a header template that shows at the top of the second page of the document and all remaining pages before the last page.
Footer (last page)Use Footer (last page) to select a footer template that shows at the bottom of only the last page of the document.
Footer (all pages except last)Use Footer (all pages except last) to select a footer template that shows at the bottom of all pages before the last page of the document.
Parent topic: Templates: General features and functions
Related concepts
  • Organization information shown in documents
  • About template variables
  • Template content and formatting
  • Template groups
Related tasks
  • Make a header template or a footer template
ezyVet

Last updated: August 7, 2024

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Related Articles:

  • Templates: General features and functions
  • Organization information shown in documents
  • About template variables
  • Template content and formatting
  • Make a header template or a footer template
  • Template groups

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