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Headers and footers should only be added when specifically requested by a client, or if present in a template being used on the job. |
Header/Footer Settings
In order to successfully work with headers or footers, you must have your Page Layout defaults set according to the image shown below. In particular, if you do not have should typically have Different first page checked off in the Page Layout sectionHeader/Footer Tools section (see below). Otherwise, you will not be able to use one header different headers for Page 1, and then another style of header for subsequent pages.
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This is very important because most client templates do use a first page header (with company logo and attorney names, for example), but use a different second (and subsequent) page header, or no subsequent header at all after that first page. |
Page Layout Setting in Word 2010:
Page Layout Setting in Word 2016:
Header & Footer Tools Menu:
From the Insert tab, click Header or Footer to edit the appropriate section.
Once you have the header/footer open, you'll see a green menu at the top: Header & Footer Tools. From there, you can see the options such as Different First Page, and Link to Previous (see below for more).
Changing Header/Footer Text or Resetting Page Numbering for Subsequent Documents
If a template has headers or footers containing page numbers or any other information that needs changing (such as date, file numbers, etc.), the header text/numbers will continue from the previous document unless you indicate otherwise. . When you need to change only one header/footer, you will need to unlink it from the previous.
To change the header/footer text and/or reset the page numbering in the new document, you have to unlink it from the previous document. :
- Double-click on the header/footer to be changed.
- If there is a notation above the header/footer that says Same as Previous, it means that it is linked to the previous document.
- In the Header/Footer screen, roll your mouse over the buttons to find the Link to Previous button, and click on it to "unlink" the documents. The "Same as Previous" notation above the header/footer should disappear, meaning that it can now be edited without affecting the previous document., then go into the green Header & Footer Tools menu (as shown above).
- If the option Link to Previous is selected, unselect it now. This will allow you to edit only this section.
- Change any text as required in the header/footer of the new document.
- Reset the page numbering to begin at 1 in the new document by selecting the page number, and then clicking on the button for Page Number Format. Select the option for Start at and type in 1.
- Close the Header and Footer screen.
- Repeat the steps above for each additional document included in the job.
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If you alter header/footer information for the second document without completing the above unlinking step, the first document's header will be (incorrectly) modified as well. |
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