Insert Headers, Footers, Footnotes and Endnotes

When creating a document report or template, you can include page headers, footers, endnotes and footnotes. You switch options on to create and edit these items, and then switch these options off again to protect the entries. While you are creating headers and footers, you can also continue to edit the body of the document. You can create headers and footers:

  • To apply throughout the document
  • Separately for each section that you might create in your document
  • Separately for the first page of the document and for the subsequent pages (for example, to leave no header and footer text on the title page of the document)
  • Separately for left-hand and right-hand pages

Access Select options from the menu bar at the top of the Document Editor window, or right-click within either:

-  The 'Content' panel of the Document Template Designer or

-  The text area of the document

Header and footer options

To

Action

See also

Create the page header and footer

Select the 'Edit | Edit Page Header/Footer' menu option.

A dotted line marks off the header area at the top of the page and the footer area at the bottom of the page. This dotted line is at a position set using the 'Page Parameters' dialog ('File | Page Layout').

Within each of these two areas, a paragraph marker displays to indicate where the text will sit relative to the top and bottom edges of the paper. This position is also defined on the 'Page Parameters' dialog.

You can type in any kind of free-form or formatted text and insert icons as you prefer. You would normally work well within the defined areas for the header and footer, but if the text exceeds the area, the dotted lines simply move to accommodate the text.

Print Documents

Edit or delete the page header and footer text

Select the 'Edit | Edit Page Header/Footer' menu option, move the cursor to the text and make any changes required. If you need to, delete the text altogether.

Create separate header and footer for the initial page of the document

Select the 'Edit | Edit Page Header/Footer' option to access the header and footer text spaces.

Select the 'Edit | First Page Header/Footer' option and either:

  • The 'Create First Page Header' option, or
  • The 'Create First Page Footer' option

A paragraph marker displays at the top or bottom of the first page of the document. If you want specific text to display on the first page of the document, type it in and format it.

Alternatively, leave the spaces blank so that the first page has no header or footer text.

Display the common document header and footer on the initial page

If you have created a separate initial page header and/or footer and now want to display the same header and footer text on the initial page as is shown on subsequent pages of the document, you specifically delete the 'first page header/footer' assignment.

Select the 'Edit | Edit Page Header/Footer' menu option to access the header and footer text spaces.

Select the 'Edit | First Page Header/Footer' menu option and either:

  • The 'Delete First Page Header' option or
  • The 'Delete First Page Footer' option

The 'first page' assignment and text are removed from the first page header and/or footer spaces.

Create separate header and footer for left-hand pages

Select the 'Edit | Edit Page Header/Footer' menu option to access the header and footer text spaces.

Select the 'Edit | Left Page Header/Footer' option and either:

  • The 'Create Left Page Header' option, or
  • The 'Create Left Page Footer' option

Scroll to the nearest left-hand page and in the header or footer space type in any kind of free-form or formatted text and insert icons as you require.

This text displays on every left-hand page in the section or, if there are no sections, in the document.

Format your document to put left-hand page information on pages with left-hand headers and footers. For example, in English language documents, even-numbered pages are usually left-hand pages.

Create separate header and footer for right-hand pages

Select the 'Edit | Edit Page Header/Footer' menu option to access the header and footer text spaces.

Select the 'Edit | Right Page Header/Footer' option and either:

  • The 'Create Right Page Header' option, or
  • The 'Create Right Page Footer' option

Scroll to the nearest right-hand page and in the header or footer space type in any kind of free-form or formatted text and insert icons as you require.

This text displays on every right-hand page in the section or, if there are no sections, in the document.

Format your document to put right-hand page information on pages with right-hand headers and footers. For example, in English language documents, odd-numbered pages are usually right-hand pages, and sections such as Title, Introduction and Table of Contents start on right-hand pages.

Delete left or right page headers and footers

Select the 'Edit | Edit Page Header/Footer' menu option to access the header and footer text spaces.

Select the 'Edit | <side> Page Header/Footer' option (where <side> is either Left or Right) and either:

  • The 'Delete <side> Page Header' option, or
  • The 'Delete <side> Page Footer' option

You are prompted to confirm the deletion; click on the Yes button.

Left and Right page headers or footers balance each other. If you create one, the system responds as if the other exists but is blank. If you delete one, the system responds as if the other is the 'common' header/footer for the section, and all page headers now contain that remaining text.

Close and protect headers and footers

Select the 'Edit | Edit Page Header/Footer' menu option again, and check that you cannot move the cursor into the header and footer spaces.

Create a footnote

Move the cursor to the position at which to insert the footnote marker, and select the 'Insert | Footnote/Endnote | Footnote' menu option.

The 'Footnote Parameters' dialog displays. In the:

  • 'Footnote Marker' field type the marker you want to use, such as a number, asterisk, hash or letter of the alphabet, or any text string of up to 10 characters
  • 'Footnote Text' field, type the text of the footnote
  • 'Superscript Footnote Marker' field, leave the checkbox selected to display the marker as a superscript, or clear the checkbox to display the marker in the same format as the preceding text

Click on the OK button; the editor inserts the footnote marker at the current cursor location and displays the marker and text at the bottom of the page, above the page footer space.

Edit footnote text

Select the 'Edit | Edit Footnote/Endnote | Edit Footnote Text' menu option.

The marker and text of each footnote displays in the document text where the marker was originally inserted, highlighted by a broken underline.

Locate the text and make the required changes. These changes are immediately reflected in the footnote text at the bottom of the page.

When you have finished editing footnote text, click again on the 'Edit | Edit Footnote/Endnote | Edit Footnote Text' menu option; the footnote text is no longer shown in the document text.

Create an endnote

Move the cursor to the position at which to insert the endnote marker, and select the 'Insert | Footnote/Endnote | Endnote' menu option.

The 'Endnote Parameters' dialog displays. In the:

  • 'Endnote Marker' field type the marker you want to use, such as a number or letter of the alphabet, or any text string of up to 10 characters
  • 'Endnote Text' field, type the text of the endnote
  • 'Superscript Endnote Marker' field, leave the checkbox selected to display the marker as a superscript, or clear the checkbox to display the marker in the same format as the preceding text

Click on the OK button; the editor inserts the endnote marker at the current cursor location and displays the marker and text at the end of the section or, if there are no sections, at the end of the document.

Edit endnote text

Select the 'Edit | Edit Footnote/Endnote | Edit Endnote Text' menu option.

The marker and text of each endnote displays in the document text where the marker was originally inserted, highlighted by a broken underline.

Locate the text and make the required changes; these changes are immediately reflected  in the endnotes at the end of the section or document.

When you have finished editing endnote text, click again on the 'Edit | Edit Footnote/Endnote | Edit Endnote Text' menu option; the endnote text is no longer shown in the document text.

Notes

  • You can create and edit headers and footers whether the 'View | Page Layout Mode' option is switched on or switched off; this option makes no difference.

Learning Center topics

  • Alt+F1 | Enterprise Architect | Reporting | RTF Templates | Add Header and Footer
  • Alt+F1 | Enterprise Architect | Reporting | RTF Templates | Define First Page Header