Create a Letterhead for Templates

You can reuse letterheads (headers) and footers created for auto and letter templates in other templates of the same type. The following example shows how to create a header for a letter template. The process is the same for auto template headers and footers.

NOTE Headers or Footers cannot be used in templates that are mail merged with a VIP report.

1. Go to Setup > Letter Template. Create a new template, or select an existing template from the left hand side.
2. Provide a descriptive name for the template if you are creating a new template and click OK.



3. Click the Toggle Header Footer icon in the menu to enable a header or footer.



4. The Header and Footers window will appear. Select whether you want a First Page Header or footer only, or a 'running' header or footer that will appear on all printed pages. Click OK.



5. The space for a header and footer will be enabled for editing in the template working area Use the template editing tools as you would in the template body to create a letterhead or footer design. You can include any lookup fields as normal.
6. Save the template when finished.

To apply the header or footer to other templates:

1. Select the template from the left had side you want to apply the the header or footer to.
2. Click Options from the row of buttons along the bottom of the template editor. The Printer Settings window will open.



3. Select the template header to apply from the drop-down list next to Apply Letterhead.
4. Click OK to save the changes.

When a document using the template is printed, the headers and footers from the selected template will be printed.

 

Last modified: July 2020