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Adding a Header and/or Footer to Your Document Templates

Customize Document Templates using Headers and Footers

Stuart avatar
Written by Stuart
Updated over 6 years ago

Operate now allows you to customize your document templates (such as Licences, Invoices, Booking Forms, etc.) and add headers and/or footers which will be added to each document page, at the top and/or bottom respectively. 

To start adding a Header and Footer, begin by either creating or editing a document template. This Knowledge Base section goes through all of our available document templates and how to create them.  

The Header and Footer feature also allowed us to implement the ability to include page numbers. ‘Page number’ and ‘Total pages’ are now available within the ‘Standard Fields’ merge fields section to drag/drop into your header or footer. 

You can use these areas the same way you would the rest of the template: You can add text and format it using the options available in your editor toolbar, insert tables, add images, drag merge fields, etc. Here is a header example:

For template-specific information, please see the dedicated section, where you can find the one you need.

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