Document Creation (Create Header and Footer)

Overview

This section helps users create, edit document templates, headers and footers for all the documents that need to be sent to the customer post sale of a unit.

Steps to create Header/Footer

1. Visit the following link (.com users)  (.tech users) 

   1. First Select the project for which you want to create documents (Projects will be shown based on your access)

2. Go to “Headers & Footer”  All the added headers and footers will be accessible here to edit.

3. Pop-up to create document will open when click “Create New”

4. Now configure the details

   1. Type (Header or Footer)

   2. Description ( Details of the header/footer)

   3. Content ( Header/Footer content to displayed in doc)

   4. Margin (How many pixels wide the Margin be for the header/footer)

Hit submit to save the header/footer

Note: Multiple Headers/Footers can be created here and different combinations can be used in different document templates.