Custom Headers and Footers

You can create custom headers and footers as needed in Wdesk. These may contain additional identifying information for your document or be unique for a particular section.

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. Click on the green circle with the white plus sign and give your new header a name. Double-click in the header area, and on the Edit tab click the Insert button, then select Table. You can type the info needed into each column and format as desired.

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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 Insert Hyperlink.

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

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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.

Alternating Headers and Footers

 

You also have the capability to have alternating headers or footers for book-style documents. Create a number of different headers or footers, then right-click on the section title in the Document Outline Panel. Choose the Section Properties option in the menu. In the Section Properties dialog box, click on the Header/Footer tab.

Under the Advanced area of this tab, select the Use Alternating Header/Footer and Different First Page checkboxes and then choose the headers to be displayed. The results are displayed in the document section. If you do not want a header for the first page of the section, choose None in the First Header drop-down.

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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 Section Properties.

Go to the Page layout tab and check the box for Override Document Page Margins. Now you can increase the top margin, which will allow the size of the header to increase. This will allow you to create a header or footer with greater vertical space to fit larger amounts of information or images.

To view more discussion on this subject, see the following Wdesk Community topic: Setting Header and Footer margins.

Images in Headers and Footers

 

If you would like to insert an image in your header or footer that is larger than your current header or footer, increase the vertical size of the header or footer as described in Adjusting Header or Footer Size above.

Once the image is inserted, you can adjust the image size further if needed. Click on the image and then the Resize icon. Now you can increase or decrease the percentage for the image.