How do I change the header and footer of the document

This guide explains how to adjust the document settings for your organization.
These settings determine the layout of all documents (PDF or Word files) generated within your organization.

Table of Contents

1. Step 1: Open the web environment

2. Step 2: Go to the document settings

3. Step 3: Set up the layout

4. Step 4: Save your settings

    

Step 1: Open the web environment

1. Go to the web environment of Incontrol.

   • If you use another Maxdoro product, go to:

     • Inspect4All

     • The Handover App

2. Log in with your organization administrator account.

Step 2: Go to the document settings

1. Navigate to Organization → Document settings.

2. Turn Default values off under PDF file / Word document (on the right side panel).

When you disable this option, additional layout settings become available.

Step 3: Set up the layout

You can now configure the layout for the first page (title page) and the standard pages.

First page (title page)

• Header: set left, right, and line color

• Footer: choose a line color and optionally add static text (shown across the full width of the first page)

Standard pages

• Header: set left, right, and line color

• Footer: set left, right, and line color

Step 4: Save your settings

Click Save to store your changes.
From now on, all documents (PDFs) created from finalized drafts will use these layout settings.

If you want to use a different layout for a specific form, you can override these settings by adding custom Document settings for that form.