Creating company Document Footers
Open the Document Library
1: Click Admin from the Menu.
2: Select Document Library from the drop down list - the Document Library window will open.
Create a New Document Footer
1: Click New from the Menu
2: Select New Footer from the drop down list - the New Document window will open.
Fill in details
1: Give the Header a Description.
2: Select Debt from the drop-down list.
3: Click the check box to turn off the Visible tick. This is done because the header should not be visible in the Document Library for users to run as it should only be attached to a document.
4: Select Letter and/or Email Header - It is mandatory to check at least one of these.
5: As this is a Header, we do not want to add a Header or a Footer to this Document. Select No Header and No Footer from the drop down lists.
Add to the Headers and Footers Group
1: Select Headers & Footer from the left menu pane.
Open the Footer in Microsoft Word
1: Click Edit Body of Document - the Footer will open in Microsoft Word,
Type an ending
Add Mail Merge Fields for Users 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
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