Customize Headers and Footers in Word Templates

You can customize the headers and footers used in export presets by editing the Word template.

Open the Word Template

You can open the template either from an export preset or directly from the File Manager.

Export Presets

You can open the Word template while editing any export preset where it's used.

The changes in the Word template will apply to all the export presets that use it.

To access the template:

  1. Open Settings → Single-sourcing → Export presets.
  2. Click Edit next to the required preset. Configuring Export Presets in ClickHelp settings
  3. In the side panel, click Edit Template. Edit Word template in the Export Preset Editor
  4. Click Edit.

File Manager

You can also open the template directly from storage.

  1. Open File Manager.
  2. Find the template. By default, Word templates are stored in Templates → Export → Printed, although they may be stored elsewhere if you uploaded them manually.
  3. Select the template and click View File. View a file in the ClickHelp storage
  4. Click Edit.

Navigating

To edit a header or footer:

  1. Open the Insert tab.
  2. Click Header or Footer.

Starting editing the template's header or footer

While editing, you can:

  • switch between the header and footer using Go to Header or Go to Footer; 
    Switching between header and footer in ClickHelp Word template
  • move between different sections using Show Previous and Show Next; Switching between different pages' headers and footers in ClickHelp Word template
  • finish editing by clicking Close Header and Footer. Quitting header and footer editor in ClickHelp Word template

Organize the Layout

Tables are the easiest way to organize content inside headers and footers.

For example, the default template's header uses a two-column table to place content on the left and right sides of the page.

Elements position in the default ClickHelp Word template footer

To create your own layout:

  1. While editing the header or footer, open the Insert tab.
  2. Click Table and insert the required number of rows and columns. Creating a table in the ClickHelp Word template footer
  3. On the Design tab, set Borders → No Border. Removing borders in ClickHelp Word template
  4. On the Layout tab, enable View Gridlines to make the table easier to work with. View Gridlines option simplifies organizing content in ClickHelp Word template
  5. Add your content. You can also use the alignment options on the Home tab to position it. Aligning options in ClickHelp

Header and Footer Options

The template editor provides two options for customizing headers and footers:

Different First Page

Enable Different First Page to use a different header or footer on the first page. This is commonly used for cover pages.

Setting a different cover page for ClickHelp Word template

Different Odd & Even Pages

Enable Different Odd & Even Pages to use different headers or footers on odd and even pages. This is useful for documents that will be printed and bound.

Setting different odd and even pages in ClickHelp Word template

Adding Page Numbers

You can add any text content or images to a header or footer. Also, you can add page numbering. To insert page numbers, open the Insert tab and use Page Number or Page Count.

Page Number and Page Count options in the ClickHelp Word template editor

  • Page Number inserts the current page number.
  • Page Count inserts the total number of pages.

You can combine these fields to display, for example, Page 2 of 103.