Articles on: DMS

Header and footer settings

For MS-Office type documents (Word, Excel) it is possible to insert headers and footers. These elements are configurable via the administration menu.


For PowerPoint documents, only the slide footer is applied


From the administration menu, select the DMS entry (nammed "GED").



Click on the "Header and footer templates" entry


This screen displays, on its left side, the list of existing templates. The "EPP Default" template is the default template present.


Note that there is no header in PowerPoint type files.


Create a new template


You can create templates via the "New template" button. Then enter a name and click on the "Validate" button



Configure a template


The configuration screen is in 2 parts: *The upper part*: which contains the parameters applied to the entire document.



*The lower part*: which contains the parameters concerning specifically the headers and footers. Depending on the 2 options chosen in the upper part, the tabs of the lower part will be different.


Note that the configuration of a first page different from other pages only applies to Word type files. It is therefore not possible to apply a template with the "First page different" option to "Yes" on Excel or PowerPoint type files.


*Case #1*: the "First page different" option is "No" and "Even and odd pages different" is "No": a single "Pages" tab



*Case #2*: the "First page different" option is "Yes" and "Even and odd pages different" is "No": one tab for the first page and another tab for the other pages.



*Case #3*: the "First page different" option is "No" and "Even and odd pages different" is "Yes": one tab for odd pages and one tab for even pages.



*Case #4*: the "First page different" option is "Yes" and "Even and odd pages different" is "Yes": one tab for the first page, one tab for odd pages and one tab for even pages.



Each tab of the lower part contains 2 tabs with identical content: "Header configurations" and "Footer configurations"



*"Borders" section*


Select the display among the different border choices, then select the style, width and color



*"Content" section*


A header or footer is divided into 3 parts: Left, Center, Right For each part, you must define the following parameters:


  • The width in percentage (the total of the 3 percentages must make 100%)


  • The image position (if an image is selected in the next parameter)


  • The displayed image


  • The horizontal alignment type


  • The text


For the last one, a popup window appears to specify the different elements that compose the text:



Here is the detail of available tags:



%folderPath%

Folder name

%subject%

Document title

%reference%

Document reference

%version%

Document version

%comment%

Comment field

%review_comment%

Revision subject

%edit_date%

Writing date

%publication_date%

Publication/approval date

%writer%

Writer name

%owner%

Publisher/approver name

%users_visa%

Names of verifiers

%users_opinion%

Names of advisors

%users_read%

Names of people notified with read confirmation

%users_notified%

Names of notified people

%category%

Document type

%nature%

Document nature

%referential%

Referential

%processes%

Processus

%products%

Product(s)

%services%

Service(s)

%additional1%

Content of Complement 1 field

%additional2%

Content of Complement 2 field

%validity_duration%

Validity duration

%expiration_date%

Expiration date

&P

Current page number

&N

Total number of pages


Generate a configuration preview


Once all parameters have been entered, it is possible to see what this will give via the "Generate a configuration preview" button


You must attach a test/example file from your station on which the parameters will be applied via the "Attach a Word, Excel or PowerPoint file" button


Once the file is selected, click on the "Generate" button



This displays a popup showing your file integrating the configuration parameters.

Updated on: 13/03/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!