Atualizado em 29 de julho de 2021
In Docs we can create header and footer templates that are applied to documents automatically. Templates are linked by folder or classification.
The models and documents sent must be in the extension .docx.
3. Click on the “Header and footer templates” tab
We can put TAGs in the header and footer, so the document data is automatically inserted.
TAGs are document registration data between the symbol #. For example, # name # will display the name of the document in the header / footer when using this TAG.
To view the available TAGs click on “Header and footer templates”> “TAGs”.
If the classification that will be linked to the header and footer has metadata registered, insert it as it was entered between #.
To create a header and footer template in word, open a new document.
This document must be empty, with only the header and footer.
Double-click on the top of the document to enable the header and footer.
Assemble the header and footer as needed.
Click on the “ Header and Footer Templates”> “New” tab.
The screen for entering the model will appear.
Click ” Record” to finish.
After inserting a new header and footer template, it will be applied only to new documents.
For units that have the option Password confirmation for critical operations enabled in the Qualiex security options, it will be necessary to enter the password to complete the shipment of the new model. After this, when sending a new document, the configured header and footer will be applied.
To check if the header / footer is as desired, send a document without changing the revision number.
