Knowledge base

Using headers and footers

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The S-Docs template editor supports the insertion of headers and footers. Using headers and footers helps you create a polished, professional document. 

Learn how to insert a header, footer, and a photo or logo. When it comes to these blocks, keep in mind that: 

  • You can enter any field that is available from the Variables menu. 
  • You can insert logos or images using the context menu.
  • You can change all formatting. 

1. Click the three points icon on the top right of your document in the Template Editor.

Screenshot of S-Docs template editor.

2. Select Page Header

Upon clicking, the following menu box opens:

Screenshot of S-Docs template editor.

A space will be created at the top of the template to create the header, and a + sign will be visible.

Full formatting controls are available from the text editor.

3. Enter the variables you need. 

Using the “@ symbol” keyboard shortcut or the drag-and-drop feature, you can enter the variables you need to add to the header, such as the Company Name, Date Time, etc.

Note: The text editor features (alignment, etc.) are all available from the context menu (click the + symbol on the left of your document to open this menu).

4. Repeat the same process to enter a footer.

Click the three points icon on the top right of your document in the Template Editor. Select Page Footer. Add variables as needed.

Bonus step: Inserting logos or images 

To insert your logo or image:

  • Using the context menu, select Image.
  • Using the dots icon, you can modify the formatting with the following menu:

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