Headers and Footers

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You can create custom headers and footers as needed to display identifying information for your document or for a specific section.

Page Numbers in Headers and Footers

Page numbers are the most commonly displayed information in headers and footers. Page numbers can be inserted from the Edit toolbar or from the Properties panel.

To insert from the Edit tab, double-click in either the header or the footer for a page, click the Insert button, and then select Auto Text > Page Number.

The document history panel

The page number appears and subsequent pages in that section are numbered sequentially.

To insert page numbers from the properties panel, double-click in the header or footer and choose either Continue numbering from previous section or Restart section numbering under Page Number in the Properties panel.

If you choose Restart section numbering, you’ll can choose your start number and the style for the numbering.

The document history panel

Table Rows in Headers and Footers

If you need to include multiple types of information in your header, you can insert a header that is a single table row with three columns. Double-click in the header area, and on the Edit tab click the Insert button, then select Table.

Once the table row is inserted, you can type the info needed into each column and format as desired.

The document history panel

Hyperlinks in Headers and Footers

A common use of headers is to put in a hyperlink that connects each physical page to the Table of Contents. This allows for quick navigation to the Table of Contents when viewing your full document.

If you double-click in the header region, you can select the Table of Contents text and right-click to access the drop-down menu and choose Hyperlink.

The Create Hyperlink dialog box has a document tree similar to the document outline panel. Click the Section radio button, then use the drop down list to find Table of Contents, select, and click on the Create button.

The document history panel

NOTE: The SEC does not allow hyperlinks to external websites (such as a company's personal website). The hyperlink tool should be used exclusively to navigate within the document itself.

Images in Headers and Footers

To insert an image in a header or footer, double-click in the header or footer and choose Edit> Insert> Image. Select the needed image and choose Open.

The document history panel

The image can be aligned left, center or right using the alignment icons in the Edit toolbar.

Adjusting Header or Footer Size

If you want to adjust the margin of your header or footer horizontally, use the margin indicators in the ruler above the page. If you need to create greater vertical space, right-click on the section title in the Document Outline panel and choose Properties.

In the right-hand panel, click the Section Properties tab and increase the top margin as needed. This will allow you to create a header or footer with greater vertical space to fit larger amounts of information or images.