Edit the PDF Header

How to Edit the PDF Header

Step 1: Go to the appropriate product tab.

  • Specification Management: Click on the Specifications tab.
  • Formula Management: Click on the Formulas tab.
  • Quality Management: Click on the Authoring tab.

PDF H1.png

Step 2: Hover over Configuration and select Attributes from the drop-down menu.

PDF H2.png

Step 3: In the ID field, type 'PDFHeader' and press Enter

PDF H3.png

Step 4: To edit the header, click the Edit gear icon in the appropriate row to view the Manage Attribute page.

PDF H4.png

Step 5: Click the blue hyperlink labeled View and edit HTML.

PDF H5.png

Step 6: Insert a table by clicking the Table icon.

Step 7: Adjust the table properties as follows:

  • Set to 3 rows and 3 columns.
  • Set the border to zero.
  • Set the width to 1500.

Step 8: Highlight the first column of cells, right-click, and select Cell > Merge Cells. Type ##CompanyLogo## to display the same logo as in your enterprise tile.

Step 9: Highlight the entire second column and center align the text. Then, highlight the first two rows, right-click, and select Cells > Merge Cells. Type the following variables in the merged cell:

  • Row 1: ##CompanyName##
  • Row 2: ##ItemID## - ##ItemName##

Step 10: Highlight the entire third column and right align the text. Then, type the following variables:

  • Row 1: PrintDate: ##TodaysDate##
  • Row 2: Status: ##VersionStatus## [press Enter]
  • Row 2 continued: Version: ##Version##

Step 11: Click the Apply the Attribute button, then click Save at the top of the page. 

After completing the setup, here's an example of the PDF Header below.

header example.png

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