Overview
SpecLink Cloud provides tools to create and manage the headers and footers for the current project.
The header and footer tools are accessed from the icon on the SpecLink Cloud Toolbar.
This article covers the following topics:
Header/Footer Options & Tools
Document Type
A header/footer can be created for Project Specifications, Requirement Reports, or the TOC Report from the Document Type menu pictured below.
Project Specifications
When Project Specifications is selected, a header/footer can be set for the project, or the section currently being accessed.
Requirement Reports
Requirement Reports are generated through the use of tags. Review the following articles/videos to learn more:
TOC Report
The TOC Report is generated through the Print menu. Review the following articles/videos to learn more:
Display Options
There are 4 display options for a project or section header/footer:
When a display option is selected from the menu, the header/footer entry fields will include a tab for each option.
The user can choose to create a header/footer that appears:
- Same Across All Pages:
- Different on First Page:
- Different on First, Odd, and Even Pages:
- Different on Odd and Even pages:
Header/Footer Tools:
Global Terms:
The Global Terms menu allows for the selection of master or user created Global Terms. Learn more about Global Terms.
Keywords:
The Keywords menu allows for the selection of additional terms used just for the header and footer. Examples are the Division ID, Division Name, Section ID, Section Name, Date, and Time.
Insert a Table:
Click within the header or footer fields, then click the Insert Table icon to select the number of columns and rows for the new table.
Insert an Image:
Click within the header or footer fields, then click the Insert Image icon to insert an image.
Images can be dropped in using the drag-and-drop function, or selected from saved files. Images can be sized accordingly once placed by clicking on the image and using the “change size” feature. Compatible file types include .jpg/.jpeg and .png files up to 300 KB.
Alignment:
Within the header or footer fields, select the text, or table cell to align. Click the Align icon to select an alignment option.
Insert a Horizontal Line:
Click the Horizontal Line icon to place a horizontal line above or below the header or footer text.
The horizontal line will appear in printed and exported documents on all pages within the document.
Formatting:
The formatting tools are:
| Font selection: | |
| Point size selection: | |
|
Bold: (CTRL+B) |
|
| Italicize: (CTRL+I) | |
| Underline: (CTRL+U) | |
| Change Case: | |
|
Undo / Redo: (CTRL+Z) (CTRL+SHIFT+Z) |
The Change Case icon will access a menu providing the options to clear the selected case formatting, or set the case for the selected text to lowercase, UPPERCASE or Capitalize Each Word.
Creating a New Header/Footer
Default 3 x 3 tables are pre-built into the header and footer areas. The Header table is empty while the Footer table is populated with the following Global Terms and Keywords:
- Project Name
- Section ID - Page Number
- Section Name
Follow these steps to create and save a header/footer for the current project or section.
- Click the Header/Footer icon from the SpecLink Cloud Toolbar.
The Project Settings window will open to the Header/Footer tab.
- From the OPTIONS menu, choose how the header/footer will be displayed. In this example, the Same Across All Pages option has been selected.
- Continue by selecting to create a Project Header and Footer, or one for the section currently being edited. In this example the USE PROJECT HEADER AND FOOTER option has been selected.
- Place your cursor in the left aligned cell of the pre-built Header table.
Doing so will access table tools such as removing and alignment.
By selecting the Table Style option, you can make your table borders invisible or dashed.
- For best results, format the cell before typing text or adding a Global Term or Keyword into the cell.
For example, select a different font, size, alignment, and case as displayed below.
- Using the Global Terms or Keywords menu, select a term or keyword to populate the cell. Alternatively, text can be entered here. In this example, the Project ID Global Term will be selected.
The term will appear in the selected cell.
- Continue the process of formatting then populating the desired cells of the table. The image below displays the Header populated with Global Term Project ID and Keyword Date.
Note that the cell furthest to the right is right aligned and is populated with the Date keyword.
The image below displays the pre-built Footer populated with default Global Terms and Keywords.
Note that the center cell is center aligned and contains 2 keywords.
- Click Save and Preview
to review the header and footer leaving the window accessible for more changes or click Save
to save and close the header/footer window.
Watch the video below to see the headers and footers in action:
See Also:
Comments
5 comments
What do you do when the keywords just say "Section ID" after you export to PDF or word?
The footer creation process seems to be very cumbersome. After creating the table cells, I cannot set the font and size for each cell initially. I have to type or insert a term or keyword, then select that term or text, and then change the font formatting after the fact. If I try to change the font formatting for the cell beforehand, it reverts back to the default Arial 10. And likewise after inserting my keyword or term text, selecting that text seems to be a fairly difficult process. Sometimes a single keyword will highlight, sometimes all the text in the cell, and sometimes the cell itself will highlight instead of the text. It's quite frustrating.
To say the least---the most counter intuitive process I have ever seen..WHAT A WASTE OF TIME!!!!!
Can you align a cell to the top of the cell rather than in the center. If you have a long section name, it wraps around and creates a blank line. Also, is there the ability to merge cells?
Is there a way to decrease the space around the header line? There is a full line space after the top line and before the bottom line that I need to get rid of.
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