Customised headers can only be used in Documents. We encourage users to use headers that have been set up and made available in the chosen business template when signing up for Bookem. Alternatively, you can also create your own customised headers in Document Templates.
Note: You can create and use a document template as a custom header, and insert it into documents, or create custom headers for each type of document template individually.
Follow these steps:
1. Go to Documents > Templates
2. Click '+ New Template', and select 'Blank template' to create a new document template
3. You can now create and customise a document header using fields, columns, horizontal rules, images (e.g., business logos), and variables for a single or reusable template
Create and name a new blank document
Click '+ Insert' and select 'Columns layout'
Choose the equal width, which will divide the page equally
Add a 'Horizontal rule' to separate the header from the document template
In the left column, insert the client details, using text and variables
In the right column, insert the business information
Add your logo, as an image, by clicking 'Insert' and 'Image'
Click 'Save and close'
You can now insert this header into other document templates, or use it for specific documents
Follow these steps:
1. Go to Documents > Templates
2. Click '+ New Template', and select 'Blank template' to create a new document template
3. Select '+ Insert' and select 'Template'
4. From the list of document templates, select the one with your custom header
That's it!
Note: Default PDF headers can't be toggled on or off in document templates, only in documents. Follow the link to learn more.