Note: Custom headers and custom footers are different from a template letterheads. |
Note: Headers/footers will only show when a document is output to PDF or .docx. |
Introduction
To begin implementing a custom header and/or footer within a template, have a template open in Draft. In the example shown below we have a template with Page title and Letterhead turned off and document pre-populated.
Caption: Toggle split-screen to manage overview, header and footer.
Create a Header or a Footer
In the split screen, tap on the tab for Header or Footer. If no headers/footers are present, tap on Start now to create your first header or footer.
Caption: No headers or footers are created on template
Note: If there are no headers or footers already created, the first will be a one-column. To use a 2-column, select 2-column from the [+] icon along the top bar (and delete existing). By default, newly created headers and footers do not show until configured explicitly in the sidebar. |
Header/Footer Section Properties
Print header on | Description |
From document start | Prints from first page |
Do not print | (Default option) |
First page only | Prints only the first page |
From (section label) | Starts printing from specified page break, appendix, etc. |
Conditions | Description |
No conditional logic | Show (default) |
Has conditional logic |
Types of Headers/Footers | Description |
1-column | Can be left, center and right-aligned, use for simple headers/footers |
2-column | Allows for 2-columns with different alignments for both columns. A typical layout includes text on column 1 (left-aligned) and page number in column 2 (right aligned) |
Editing Contents
Headers and footers can be formatted the same way a paragraph section can. See supported functionality section below to learn which elements are supported.
Supported Functionality
Supported | Unsupported |
Text, Date, Number, Currency, Percentage, US State, List, Calculated variable, Connected variable, Secrets, Page count |
Table variables Images (left-aligned logos only) Footnotes |
Exporting to .pdf, .vine | Exporting to .docx |
Styling Header and Footer Sections
For visual consistency across templates, header and footer sections can be configured using the “Header Text” and “Footer Text” within Themes.
Caption: Header & footer properties within Themes
Caption: Format header & footer is the same as regular paragraph sections
Page Count Variable Type
Headers and Footers support the special variable type of Page count. To use, simply tap the “[“ button and select "Page count."
Adding Multiple Headers/Footers to a Document
If a document requires multiple headers (or multiple footers) on separate pages, this can be achieved by creating multiple headers (or multiple footers) and configuring the “From (section label)” property.
Targeting/Hierarchy
In the following example, we can see that the Header 1 (in red) will print on the first (1) page, and Header 2 will output to All pages. Because Header 1 targets pages specifically, it will override Header 2’s setting on page 1.
Hierarchy | Overrides |
No pages | N/A |
First page only | “No pages," "From document start" |
From (section label) | "No pages," "From document start," "From (section label)," of previous sections |
The result is the following (Tap “Preview as…” > PDF) or generate a document to view.
Applying Conditionality to Headers/Footers
Headers and footers can have conditional logic applied to them. Note that conditional logic must have a value filled to properly render a result in PDF.
Caption: Only one of these headers will show based on variable value. (Both can not be true.)
Comments
0 comments
Article is closed for comments.