Uploading Template Headers and Footers

Uploading Template Headers and Footers

You can automatically populate template headers and footers with a company logo or an image by uploading the image in Thread Settings. This way, you can ensure consistency across all documents created with Thread’s Template Designer.

1. Click Settings in the left pane. 
  


2. Inside the General tab, click on Company Logo.



 3. In the Template Header Logo and Template Footer Logo, drag and drop an image or click the boxes to upload an image from your desktop. 


4. Click Upload.  Follow the steps below to apply the header and footer images automatically in all documents using the Template Designer. 

Notes
The file uploaded must be an image (.png or .jpg) and must be less than 0.5MB in size. 

To have your header and footer showing on documents, you can set up all your templates to include the header and footer coding in those sections. If you ever need to change your header and footer details, it will be easy to just upload the new images as described above, and all coded templates going forward would generate with the new header/footer.

On each template, click into the Header & Footer section, and using the Template Designer, add the code for 'Header Logo' showing under 'Matter' fields.




Use the formatting options on the Home tab if you need to change the alignment.

Info
For more details on changing the margins please refer to Microsoft Word guides.

Repeat the same steps for footer.

IdeaTo find out more about templates, go to Templates/Precedents - Overview.

If you have updated your company logo and want to change it on Thread, or if you want to remove your logo or headers and footers, you can do this easily.


1. Click Settings in the left pane. 

  


2. Inside the General tab, click on Company Logo.



3. To remove an image from either the logo, header, or footer box, click Remove Logo.