Configuring a Header or Footer - Document Packaging - English - Foundation 22.1 - OnBase - external

Document Packaging
Platform
OnBase
Product
Document Packaging
Release
Foundation 22.1
License

Optional headers and footers can be added to your Document Packages template. Configured headers and footers appear on the tops and bottoms, respectively, of each page in Document Packages.

To add a header or footer:

  1. From the Document Package Configuration dialog box, select the appropriate template and click either Header or Footer.
  2. Depending on your selection, either the Header Configuration or Footer Configuration dialog box is displayed.
  3. Enter any combination of static text characters or available variables into the Header or Footer field.

    Use the variable buttons available on the side of the dialog to insert a variable. You can also manually insert the variable symbols into the Keyword field by typing them. Variables are dynamically populated during package creation. For more information on available variables, see Using Variables in Keyword Values, Headers, and Footers.

    Note:

    A maximum of 150 characters can be entered in the Header and Footer fields.

  4. To insert a Keyword Type value into your header or footer:
    1. Enter a value in the Repeat field to reflect how many instances of the Keyword Type to use in the header or footer you are configuring. For example, a value of 4 would display up to four unique Keyword Values. Alternatively, you can enter an asterisk character (*) to use all existing values of the Keyword Type.
    2. Select the appropriate Keyword Type from the Keyword Type drop-down menu to insert the desired Keyword Type into the header or footer.
      Note:

      If a Primary Document Type has been configured for the template in question, available Keyword Types are limited to those associated with the assigned Document. If a Primary Document Type has not been configured, all possible Keyword Types are listed.

  5. Click Save when finished.