How to Create a New Document Footer
Open the Document Library
1: Click New from the menu.
2: Select New Footer from the drop down list - the New Document window will open.
Create a New Document Footer
1: Click Admin from the menu.
2: Select Document Library from the drop down list - the Document Library window will open.
Complete the Details
1: Type a Description for this Footer.
2: Select which claim type this Footer belongs to from the drop down list.
3: Tick the checkbox to turn off the visible tick. This is done because the Footer should not be visible in the Document Library for users to run as it should always be attached to a document.
4: Tick Letter and/or Email to select what type of footer this is. It is mandatory to tick at least one of these.
5: As this is a Footer, we do not wish to add a header or a footer to it. Select No Header and No Footer from the drop down lists.
Add to the Headers and Footers Group
1: Select Headers & Footers from the left menu pane.
Open the Footer in Microsoft Word
1: Select Edit Body Of Document - the Footer will open in Microsoft Word.
Add a Signature
Add Mail Merge Fields for User's Name
Continue adding mail merge fields until the signature is complete.
Add other information, FSA details, registration numbers, phone numbers, terms, logos or anything else required AFTER the signature.
Press CTRL+S to save the document and exit Microsoft Word.
Close the Window
1: Click OK to save the changes and close the window
0 Comments
Add your comment