Bookem lets you export documents as PDFs, with or without headers.
Default PDF headers are turned OFF for Documents, but you can enable them. However, the default headers cannot be customised.
Default PDF headers include the following information:
The note's name/ heading
The client's first and last name
The date of exporting to PDF
Your business logo
Your location name, address, email and number
Go to Clients and locate the client profile
Navigate to the 'Documents' tab on the client profile
Open a note or document and click on the '^' button at the bottom of the note
Here, you can toggle 'Use default PDF header' on or off. The default header is only seen once exported to PDF.
Note: This setting will apply to the export of all future notes or documents, unless you change it before exporting the next note or document
Customised headers are only available in Documents, and default PDF headers are by default turned OFF for them. We recommend creating your own document headers in Document templates or using those set up in the demo business from your Bookem sign-up.
Note: Default PDF headers can't be toggled on or off in document templates, only in documents.
1. Go to Documents > Templates
2. Select a document template that already contains a customised header, or click '+ New Template' to create a new one
3. You can use features like columns, horizontal rules, images (for business logo), and variables to create a customised document header
Here's an example of a customised header in a document, which was created in document templates
Note: Toggling the default PDF header ON when you already have a personalised header in your document will result in a double header on exported PDFs.