Suggested Pre-Reading: Document Editor Introduction
Overview
After reading this article you will be able to insert both a Header and a Footer into a document template in order to best represent your practice.
Create the Document
Open the Document Editor. Under the File Tab, use the New dropdown menu to select what type of document you are creating. For the purposes of this example, it will be a Letter. Select Save As, and the following screen will pop up, allowing you to assign a name to the new document and identify a specific location (if necessary) this document will be used for.
Inserting a Header
For reference, here is the tab of the Document Editor in which this exercise will mostly take place. The below screenshot is for your familiarity and clarity.
Once in the document, select the Insert tab, and the option for Header. Once the header field has been identified at the top of the document, place your cursor within that area and select the Table menu on the far left of the options within the Insert tab. A pop-up box will appear where you can select the number of columns and rows that should be in your header. In most cases for a header, there should be one row, and either one or two columns.
Once you have selected OK at the bottom, your screen will appear like this. The Option below shows a table of one column and one row.
With your cursor flashing within the identified table, select the Layout tab at the top right of the screen. In the option for Alignment, use the dropdown menu to select where in the box you want the image to appear. For the purpose of this exercise, I selected the option for Align Center. Next, use the second option under the Insert tab, which is Picture. This will open a browser window to your computer. Locate where the .jpg image is kept on your computer that you want to import. For Windows machines, double-click and that image should be imported right where your cursor was flashing. When using a Mac, you may need to use ctrl + mouse press. You may need to re-size the image to fit. It is recommended you use the corner of the image in order to maintain the aspect ratio of the image. Your result should look similar to the image below.
In most cases, you will not want to see the black border around the logo. To make that disappear, select the Design tab at the Top of the screen (but under the title for this document). One of the options within that design tab is called Borders. Select the dropdown menu next to the word Borders, and scroll down to select No Border. Once you do that, the border will disappear.
Save your document. To do this, go to the File tab, and select Save. At this point, if you are not using a Footer, you are finished.
Inserting a Footer
If you do want to add a Footer to this document, go back to the Header Footer tab, shown below.
When you hover over each item in the above screen, it will tell you what it does. The Footer Icon is outlined above. Select it to be taken to the bottom of the document, where the information for the footer can be added. Follow the same steps as above by, under the Insert tab, selecting Table, choose the number of Columns and Rows to get the table size you need, then select Picture to locate the saved picture on your computer to import into the table. Resize the information as necessary, select the border to not show, and save your work. All steps for creating the footer are identical to creating a header.
Conclusion
By following the identified process above, you should be able to add Headers and Footers to all of your existing letters, or be able to create brand new letters from scratch, clearly showing the professionalism of your office documentation to all who receive your letters.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.