Using headers and footers – S-Docs for Salesforce

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.

2. Select Header or Footer.

A space will be created at the top or bottom of the template to create the header/footer, and a + sign will be visible. Full formatting controls are available in the template editor.

3. Enter the elements and 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).

You can also add images (such as your logo) or tables, 

4. Repeat the same process for your footer.

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