How do I include Header & Footer sections in the PDF of the Financial Apps?

Updated on November 11, 2020 12:15AM by Admin

The Print/Web Layouts feature allows you to customize your PDF template. You can add your desired information or description in the header or footer section. Let’s have a look at the steps to add the header and footer to your document.

Steps to Include Header & Footer

  • Login and access to the Estimates App from the Universal navigation menu bar.
  • Go to Settings → Customize App → Print/Web Layouts.
Estimates App

  • The header and footer sections can be added to existing templates or the new templates. For instance, consider adding a header section in an existing template.
Layout Page

  • In the Template page, drag and drop the Header section from the Palette located at the right end.
Add Header Section

  • In this section, you can add fields using the Palette.
Added Field

  • The Header section can also be customized using the Inspector tab. Here, you can control the visibility and border size.
Inspector tab

  • Similarly, drag and drop the “Footer” section and include the required attributes.

Note: You can have only one Header and Footer in a PDF. Also, the position of the Header section cannot be changed. It should be placed on the top and similarly, the Footer section at the bottom. When more than one Header or Footer section is added, an error message will appear.

Error Message