PDF Header and PDF Footer Attributes

What are PDF Header and PDF Footer Attributes?

PDF Header and PDF Footer attributes let you to configure the information displayed when viewing or exporting a Specification Management (SpM), Formula Management (FM), or Quality Management (QM) record. This can include information such as company logos, names, and any other critical details that needs to appear on your PDFs.

Why Edit PDF Header and PDF Footer Attributes?

Customizing the header and footer ensures that the exported document aligns with your organization's branding and required information. Without modification, the system uses a default layout, which may not meet specific customer requirements or preferences.

Understanding the Hierarchical Order of PDF Attribute Configuration

In our system, you determine the PDF header and footer settings through a prioritized flow that ensures your choices reflect in the final document. Understanding this hierarchy is key to managing your PDF outputs effectively.

  1. Highest Priority (TraceStation): The process starts by checking for modifications in the TraceStation. If you've made changes here, the system will use those for your PDF.
  2. Intermediate Priority (Configuration): If no modifications exist in the TraceStation, the system looks at the settings in Configuration under Attributes. Changes made here take precedence for the PDF.
  3. Lowest Priority (Default): If neither of the above options has modifications, the system defaults to the standard Header/Footer.

This flowchart illustrates how these settings interact and helps you understand which modifications will reflect in your PDFs.

pdf flow.png

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request