Define Category Header and Footer Properties

Explanation

This activity is used to define properties of a header and footer of a document template. Header and footer properties are set for each separate line. There is a set of default properties loaded for every line, but you can change it to customize your header/footer settings.

Prerequisites

In order to perform this activity, header or footer has to be defined for a document template.

System Effects

As a result of this activity, properties of header and/or footer will be changed.

Window

Document Basic Data

Related Window Descriptions

Document Basic Data, Template Properties, Template Properties/Header, Template Properties/Footer

Procedure

1. Open the Document Basic Data window and navigate to the Document Templates tab.
2. Search or populate to find the relevant document template.
3. Navigate to the Header/Footer tab.
4. To access properties of a line, right-click it and click Line Properties. A dialog box will open containing all properties of a selected line.
   Note: You can select multiple lines and click Line Properties to change properties of several lines at once.
5. Select a property you want to change.
6. In the Value field, select a new value for the property. Use the list.
   
   Following properties are available:
   
   
   • Export - All lines marked with this property will be exported to the external export file. If set to No, the lines will be omitted.
   • Export If Null - If set to No, a line will not be included in the external export file if its value is null. If the property is set to Yes, they will be exported with a null value.
   • Xml Line - If set to Yes, it creates a tag for contents of the line. The tag is defined in the Document Templates window, on the Document Templates/Header/Footer tab, in the Xml Tag field. If set to No, tag will not be created.
     Note: This property is valid only if document's way of export is set to Xml.
7. Click OK.
   Note: If you are changing multiple lines, select All selected lines in the Applies To area.
8. Save the information.

Note: To properties of all header and footer lines, you can right-click the header of the Document Templates tab and click Document Parameters Overview. On the Template Properties window that will open navigate to Header or Footer tab and follow instructions from step 6.