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Template documents - Adding a document header

Updated over 7 months ago

To upload a new document header to the Template documents area, please follow the steps listed below.

Note: the document header should be in Microsoft Word .docx file format and the file should be called header.

  1. Go to Correspondence > Template documents

  2. Click on the upload icon ()

  3. Drag and drop the header file into the window or click on Add files and locate the header to be uploaded

  4. Click Start upload

Once uploaded, close the pop-up window and refresh the page. A new tickbox labelled Add header will appear beneath the Template dropdown menu.

To generate a template document with the uploaded header included, please ensure the Add header tickbox is ticked before generating the document.

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