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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
 
 
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