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Maintaining the Template Header

Use the Header tab to insert the standard and user tags and static text into the contract header. This information might include the organization's logo and address. The header will display on all pages of the contract.

Use standard text entry methods to type text into the header manually or use the Ctrl+C and Ctrl+V shortcuts to copy and paste text from another document.

Use the Rich Text Editor to apply font, paragraph and alignment formats to the tags and text.

Best Practice: Use standard and custom tags to insert information into the template header that will change each year or is standard for your organization, e.g., organization logo, contract year, and so on. Type text manually only if that text will not change from one year to the next. Following this practice will save time when updating your contract templates for a new school year.

Tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the tags as the contract header is typed.

Creating the Template Header

Follow these steps to create the template header.

On the Add/Edit Template page, click the Header tab.
Use a combination of these methods to create the template header.

Method	Description	More Information
Tag	The Tag Drop-down List displays the standard tags provided with LINQ EP. Best Practice: Tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the tags as the contract header is typed. Position the cursor on the line where that tag will be placed. Click the Tag Drop-down List button to insert a tag into the header. This tag represents data that will display in the header when the contract template is generated. Click the button to insert the tag. Use the Rich Text Editor Tools to align the tag and apply the applicable formats. When inserting a tag into the header after the contract header is typed: Click the Tag Drop-down List button to select the tag to be inserted. This tag represents data that will display in the header of the contract when the contract template is generated. Click the button to insert the tag. The tag is placed automatically after the last character typed on that page. Highlight the tag and press Ctrl+X to cut and remove it. Position the cursor in the header where that tag should appear. Press Ctrl+V to paste the tag at the designated position. Use the Rich Text Editor Tools to align the tag and apply the applicable formats.	Standard Tags Cross-reference Table Rich Text Editor Tools
User Tag	The User Tag Drop-down List displays the custom tags created by your organization. Best Practice: User tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the tags as the contract header is typed. Position the cursor on the line where that tag will be placed. Click the User Tag Drop-down List button to insert a user tag into the header. This user tag represents data that will display in the header when the contract template is generated. Click the button to insert the tag. Use the Rich Text Editor Tools to align the tag and apply the applicable formats. When inserting a tag into the header after the contract header is typed: Click the User Tag Drop-down List button to select the tag to be inserted. This tag represents data that will display in the header of the contract when the contract template is generated. Click the button to insert the tag. The tag is placed automatically after the last character typed on that page. Highlight the tag and press Ctrl+X to cut and remove it. Position the cursor in the header where that tag should appear. Press Ctrl+V to paste the tag at the designated position. Use the Rich Text Editor Tools to align the tag and apply the applicable formats.	Rich Text Editor Tools
Manual	Type text manually or use the Ctrl+C and Ctrl+V shortcuts to copy and paste text from another document. Use the Rich Text Editor Tools to format the text. Best Practice: Proofread typed text carefully for grammar and misspelled words. A spell check tool is not available.	Rich Text Editor Tools

When finished, click the button.

This illustration shows an example contract template header. In this example, the Client - LINQ EP Printed Logo tag is inserted in the upper left corner and the Contract Title and Job centered on the next two lines. A User Tag represents the contract year.

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Modifying the Template Header

Follow these steps to modify the contract template header. You can add, change, or remove a tag, update text, and apply different formats.

To modify the template header:

Go to the Contracts page > Templates tab.
In the Templates grid, click the Edit icon that corresponds to the contract template to be modified. The Add/Edit Template page appears with the General tab selected.
Click the Header tab.
Make the necessary modifications to the template header.

When finished, click the button.

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Previewing a Template

Use the Preview page to verify the headers, footers, and page margins are correct and to proofread the contract details for grammar, punctuation, and spelling errors. The contract template displays in a PDF viewer.

To preview a contract template:

Go to the Contracts page > Templates tab.
In the Templates grid, click the Edit icon that corresponds to the contract template to be previewed. The Add/Edit Template page appears with the General tab selected.
Click the button. The contract template displays in a PDF viewer as it will appear after it is processed.
Close the PDF viewer when finished with your review.

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