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How to set up a header and footer on letters

Zenya Allen
Zenya Allen
  • Updated

The steps below show how to add a header and footer into your User Defaults, Stationery and Multi Office Settings so it appears on your letters when they are merged from an Information record. 

Once you have created your header and footer, you will need to save them in the Data folder. This will be located on your network drive, for example W:\WinMan32\Data\SQL.
For more information on What size should my headers and footers be for stationery, click here

 Note

You will need access to User Defaults to add headers and footers. These can be accessed by those who have the correct permissions

This article includes:

Adding a header and footer for single branch

  1. Click Defaults on the main toolbar
  2. Click User Defaults from the dropdown menu
  3. Click the Path WP Options tab
  4. In Stationery Setup, click Stationery
    1. Header Image Name - Click the binoculars icon and locate the header you uploaded
    2. Footer Image Name - Click the binoculars icon and locate the footer you uploaded
    3. Header Height - Can be used to adjust the height if required
    4. Footer Height - Can be used to adjust the height if required
    5. Header Top Margin - These can be adjusted to appear higher or lower on the document
    6. Footer Top Margin - These can be adjusted to appear higher or lower on the document
    7. Default Settings - You can also select whether you would prefer the the first page of a document to appear on letterhead and any subsequent ones on plain paper only

Adding a header and footer for multi branch

If you have Multi Office set up, you can set each branch with their own header and footer or choose to use the head branch stationery settings.

  1. Click Defaults on the main toolbar
  2. Click User Defaults from the dropdown menu
  3. Click the Path WP Options tab
  4. In Stationery Setup, click Stationery
  5. Click Branch Settings and you will see a list of Multi Office Branches
  6. In Choose Source for Branch Stationery, you will have two options. Select either:
    1. Users Branch to be Applied
    2. Records Branch to be Applied
  7. Double click on each individual branch to select either:
    1. Use Head Branch Settings - This means that the letters will be produced using the header and footer set up for the users main branch
    2. Custom Settings - This means that you can specifically state which header and footer is used for letters to records in that specific branch
      1. Click the ... to locate the image file from :\WinMan32\Data\SQL
      2. Header Height - Can be used to adjust the height if required
      3. Footer Height - Can be used to adjust the height if required
      4. Top Margin - These can be adjusted to appear higher or lower on the document
      5. Bottom Margin - These can be adjusted to appear higher or lower on the document
      6. Default Settings - You can also select whether you would prefer the the first page of a document to appear on letterhead and any subsequent ones on plain paper only