How to Create Header & Footer for my PDF files?

Every PDF your business sends represents your brand. A clear, consistent header or footer instantly elevates professionalism and makes your documents easy for customers to recognize.

The PDF Header & Footer Template page helps you manage this effortlessly. You can create multiple templates, update them as your branding evolves, and switch between template designs whenever needed. This gives your business the flexibility to maintain a polished, uniform identity across all PDF documents.

Benefits of using PDF Header & Footer Templates :

• Strengthen Company Brand Identity
  Keep all the PDFs consistent and visually aligned with company branding for a more professional presentation.
• Highlight Company Key Information
  Customize layout options to display important company details according to your needs.
• Improve Document Recognition
  Consistent headers and footers help customers immediately identify your PDFs—especially useful for businesses with multiple branches or subsidiaries.
• Easy to Manage & Update
  Create different template profiles and switch between them at any time, giving you full control over how your PDFs are presented.

How to Create PDF Header & Footer ?

Do note that to access and manage the PDF Header & Footer Settings, the Template Settings module must be enabled for your account.If you do not see this option, kindly reach out to your Admin for further assistance.

1. At the desktop site’s navigation bar, go to Template Settings > Digital Form Templates > Header/Footer/Company Info Template Settings : Header & Footer for PDF Settings.

2. From here, you will be able to see the list of Header & Footer template that you have in the system.From this page, you will be able to view all the Header & Footer templates available in your system. 

         To create a new one, simply click the Add Template button.

         If you prefer to update an existing template, you can use the following options:

• • Rename – change the template name.

  • Delete – remove the template from the list.

3. If you click Add Template button, fill up the name of the new template and click on the "OK" button.

4. Once the Header & Footer Template has been created, make sure to have is selected, and then click on the dropdown button to the right of PDF Header/Footer.

   
   
   

5. You will now see the PDF Header/Footer, in which you can either write in your Header and Footer or update pre-made Header and Footer into the fields. 
   
   

   

   Header Details	Recommended Specification
   Width	800px
   Height	185px
   Maximum file size	200kb

   
   

   You will find a selection of tools that you can use to create the Header and Footer :

   
   
   
   You can also upload a image for the Header and Footer :

   
   
   

6. Once confirmed, you can click on the Save button to save the Header & Footer Template.You can click on the "ISO header/footer preview" in order to view how the the Header and Footer will display in the PDF file.  

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