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Adding headers and footers

You can add a header and footer to each page in your form. You can personalize pages by adding an image to the header and image and text field to the footer.

Ensure that you have deactivated the template. You cannot modify active templates.

To add a header or footer to a page:

  1. Navigate to the Customize workspace.
  2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a header or footer. If you selected a business process template, select the Form subtab.
  3. In the Pages tab, click the  Edit button for the page in which you want to add a header or footer.

    You can also add a header and footer while adding a new page to your form in the Add Page dialog.

    The Edit Page dialog opens.

  4. [Optional] If you want to add a header:
    1. Select the Header tab.
    2. Select Click to set header image. The Browse field opens.
    3. Click Browse.
    4. Locate and select an image. A preview of the image appears in the Edit Page dialog.
  5. [Optional] If you want to add a footer:
    1. Select the Footer tab.
    2. In the text field, enter the text that you want to display in the footer.
    3. Select Click to set footer image. The Browse field opens.
    4. Click Browse.
    5. Locate and select an image. A preview of the image appears in the Edit Page dialog.
  6. Click OK to save your changes to the page. The Edit Page dialog closes.

The header or footer is added to the page.

Configuring pages
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