Header Sections

Adding headers to a document allow you to populate information on your documents including company information, customer information, company logos and images. You can create multiple header sections throughout the template to establish division between sections or to create horizontal groups within the template.

Quick Steps

  1. Create Header Container.
  2. Format Container.
  3. Add Header Groups.
  4. Edit Header Group Text + Images.

Create Header Container

  1. Open the Cell Tool Drawer using the Responsive screenshot button on the right side of the screen.
  2. Drag and drop a Header Container onto your document. This will create a Header Container with one Section containing three vertical Groups or columns.
Responsive screenshot

Format Container

  1. Click on the header to select the Header Container.
  2. Select Settings menu.
  3. Use the Style Bar to format content:
App Title
Displays in the document tree to identify the section name. Defaults to New App Title.
Contract Title
Displays on the top left of the header section on the customer contract. Defaults to New Contract Title.
Border
Draws border around the section (None, Top & Bottom, Inside & Outside, and Outside Only).
Responsive screenshot

Add Groups

  1. Open the Cell Tool Drawer using the Responsive screenshot button on the right side of the screen.
  2. Drag and drop the Group from the drawer to the header container.
Responsive screenshot

Edit Group Text + Images

  1. Click on the Group to highlight the group.
  2. Drag and drop a Line Item to the group.
  3. Select Settings menu.
  4. Select cell types and change text or images:
Text
Allows you to free type text into the line item. For text cells you can modify the font style and size. Simple double-click into the line item to edit the text. See Placeholders article to bring in default content such as customer name and address from the estimate.
Empty Space
Fills the group with empty space. After selecting you can designate the height of the empty space.
Image
Allows you to browse and upload an image that will be displayed in this group. After uploading you can designate the height of the image.
Company Logo
Displays the image you currently have uploaded under App Settings > Company Logo.

Tips