Working with Headers in Templates

A primary header in a template might only be needed on the first page of the document. The following pages can show a different header, a secondary header.

Note that it works in the same way for the footers of your document.

Overview

• the default setting in a template is that the same (primary) header is used on all pages
• the secondary header option needs to be enabled
• once enabled you can set up the secondary header
• there is a function to switch between the primary and secondary header to view or edit them

In the template

To create such a setup for your templates follow the steps below:

1 - Go to the TEMPLATES section.

Template section on facility level (Master role)

Template section on group level (Manager role)

2 - Select the template you want to edit. The steps are the same when creating a new template.

3 - In the next screen scroll down to the EDITOR section.

The formatting menu displays the two options you need to work with if you want to set up two different headers.

1.  Enable Secondary Header/Footer
2.  Toggle between Primary and Secondary Header/Footer

Identifying the status of a template

Primary header

The above image shows a template using a primary header only.

• it is labelled just as Header in the template
• the header would appear on all pages
• none of the two icons is active
• this is the default setting

Secondary header

If you want to add a secondary header to your template you need to enable this function.
4 - Click on the icon showing two pages. 

• the secondary header is labelled as Other pages in the template
• all formatting applied will be displayed on all pages starting on the second page

Below, it still shows the header you had set up as your main/primary header which you can remove/edit now to create the secondary header.

Secondary header can be set up when the template shows 'Other Pages'

5 - Set up the secondary header as required and SAVE your template at the top.
Sample of a secondary header

Save your changes

When you go back into the template you can see the following:

• this template is set up with a primary and a secondary header
• the secondary header icon is active and displayed in blue
• First Page indicates that this is the primary header

Blue icon indicates that 2 different headers are set up for this template

Always make sure to place the cursor in the header section before you use the icon to switch over to the other header.

1.   Secondary Header/Footer is enabled (your cursor is not in the header section)
2.   You are on the first page of the template in the primary header section

Click on the   icon to switch over to the secondary header section.
Click again to switch back.


Option to switch between primary and secondary header

Note: Make sure that both the primary and secondary headers are set up when the Secondary Header option is enabled to avoid pages without any header.