Confirmation.com - Firm Template | Document Configuration Header

BOOK TODAY to register for the Confirmation Orientation Webinar - Essentials for New Users

Please note that due to a divisional meeting taking place, the support team will start working at 9am on Friday the 1st of August 2025

FAQ

Firm Template | Document Configuration Header

Published:  14/11/2023

  Instructions:

Document > Configuration > Header 

image
 

Format 

  1. Header line 
a. 
 
  1. Style 
a. Default 
i.image
b. White on Black 
i. image
  1. Justification 
a. image
  1. Left indent 
a. image
  1. Right indent 
a. image
 

Row 1 – 5 

image
  1. Page number 
  2. Entity name and its subsidiaries 
a. image
  1. Former name 
a. On 
i.image
 
b. Show in separate row 
i. image
  1. Registration number 
a. On 
i. image
 
b. Show in separate row 
i. 
  1.  Trading as 
a. On 
i. image
b. Show in separate row 
i. image
  1. If any of the above is not completed in the info store then it won’t pull through to the header and the header row will skip. There won’t be a blank row in your header for any row which is not filled in in the info store 
 

Row 6 – 9 

image
 
  1. Period on/of 
  2. Statement name/page 
a. image
  1. Year headings 
a. image
 
 
Rate this article: 
  (Popularity = 45/100, Rating = 0.0/5)

   Related Articles

Firm Template | Configuration Footer Firm Template | Format Document Firm Template | Document Manager Firm Template | Document Structure view all...



Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
Copyright © 2025 | All Rights Reserved