Header and footer templates – Wiki https://wiki.qualiex.com Base de Conhecimento Sobre o Software da Qualidade Qualiex Tue, 21 Sep 2021 16:59:13 +0000 pt-BR hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.qualiex.com/wp-content/uploads/2021/10/cropped-favicon-32x32-1-32x32.png Header and footer templates – Wiki https://wiki.qualiex.com 32 32 How to inspect a document? https://wiki.qualiex.com/modules/doc-en/how-to-inspect-a-document/ Tue, 21 Sep 2021 16:59:13 +0000 https://wiki.qualiex.com/?post_type=docs&p=990

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It is recommended to inspect a copy of the original document, as it is not always possible to restore the data that the Document Inspector removes.

If a header and footer model in Docs is not automatically applied, we recommend to inspect the document to remove some inconsistencies that generate incompatibility.

Inspecting Word and Excel

Access the document that contains errors when applying the header and footer template.

  • Click the File menu.
  • Click Check for Problems and select the Inspect Document option.
  • On the Document Inspector screen, check the options that will be checked. Click Inspect.
  • Click Remove All next to the results of the inspection of the types of hidden content you want to remove from the document.
  • After inspecting the document, resubmit the file and verify that the header and footer have been applied correctly.

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]]> “Not informed” appears in the header and footer template https://wiki.qualiex.com/modules/doc-en/not-informed-appears-in-the-header-and-footer-template/ Tue, 21 Sep 2021 16:57:57 +0000 https://wiki.qualiex.com/?post_type=docs&p=988

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After sending a document that has a linked header and footer template, some TAGs may have the words Not Informed in them.

  • For documents sent with a completed revision, the TAG #reviewer# does not load the information, as it is linked to documents that go through the revision and approval flow .
  • The TAGs #approver# and #approval# are not fed when the document is sent with the option under elaboration.

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]]> Header and footer template in Word https://wiki.qualiex.com/modules/doc-en/header-and-footer-template-in-word/ Tue, 21 Sep 2021 16:57:13 +0000 https://wiki.qualiex.com/?post_type=docs&p=983

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In Docs we can create header and footer templates that are applied to documents automatically.
Templates are linked by folder or classification.

The models and documents sent must be in the extension .docx.

  1. Go to Dashboard.
  2. Click on Docs – Documents.

 

 

3. Click on the “Header and footer templates” tab

 

We can put TAGs in the header and footer, so the document data is automatically inserted.

TAGs are document registration data between the symbol #. For example, # name # will display the name of the document in the header / footer when using this TAG.

To view the available TAGs click on “Header and footer templates”> “TAGs”.

If the classification that will be linked to the header and footer has metadata registered, insert it as it was entered between #.

To create a header and footer template in word, open a new document.

This document must be empty, with only the header and footer.

Double-click on the top of the document to enable the header and footer.

Assemble the header and footer as needed.

Restrictions:

 

  • The borders of the table should be 1pt thick. Due to the limitation of the online word viewer, the table is not displayed if this isn’t the case.
  • The images must be in JPEG format.
  • Select Ignore All for spelling corrections (red underline).
  • If you want the lines to not be visible, you must paint them white.
  • For TAGs typed wrong, delete and re-type them.
  • Select Auto Adjustment – Automatically adjust to the window, for better arrangement of the table.
  • There must not be shapes, SmartArt, or hyperlinks in the document. It is necessary to be an image.
  • Change the row height and column width of the table by centimeters.
  • Close the header and footer to complete.

Sending the template to DOCS

 

Click on the “ Header and Footer Templates”> “New” tab.

 

The screen for entering the model will appear.

  • Name: Enter the name that will be used in the model.
  • File: Select the .docx file on the computer.
  • Folder: Select the folder that will have this header as a template. It will be replicated to the subfolders.
  • Classification: To which classification the model will be linked. Selecting ” Not Informed” is applied to all classifications.

Click ” Record” to finish.

After inserting a new header and footer template, it will be applied only to new documents.

 

For units that have the option Password confirmation for critical operations enabled in the Qualiex security options, it will be necessary to enter the password to complete the shipment of the new model.
After this, when sending a new document, the configured header and footer will be applied.

To check if the header / footer is as desired, send a document without changing the revision number.

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]]> Header and footer template in Excel https://wiki.qualiex.com/modules/doc-en/header-and-footer-template-in-excel/ Tue, 21 Sep 2021 16:55:25 +0000 https://wiki.qualiex.com/?post_type=docs&p=980

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In Docs we can create header and footer templates that are applied to documents automatically.
Templates are linked by folder or classification.

The models and documents sent must be in the extension .xlsx.

  1. Go to Dashboard.
  2. Click on Docs – Documents.

 

3. Click on the “Header and footer templates ” tab

We can put TAGs in the header and footer, so the document data is automatically inserted.

 

TAGs are document data between the symbol #. For example, # name # will display the name of the document in the header / footer when using this TAG.

To view the available TAGs click on Header and footer templates> TAGs.

If the classification that will be linked to the header and footer has metadata registered, insert it as it was entered between #.

To create a header and footer template in excel, open a new document.

This document must be empty, with only the header and footer.

Click to view Page Layout and double-click on the top of the document to enable the header and footer.

Assemble the header and footer as needed.

In Excel, 250 characters are allowed in a header or footer, be aware of the TAGS that, when replaced by information, must not exceed the limit.

Restrictions:

The template that will be used for documents in excel cannot have the elements:

  • The images must be in JPEG format.
  • For incorrectly typed TAGs, delete and retype.
  • It cannot have shapes, SmartArt or hyperlinks in the document. It is necessary to be an image.

Sending the template to DOCS

Click Header and Footer Templates> New.

The screen for entering the model will appear.

  • Name: Enter the name that will be used in the model.
  • File: Select the .xlsx file on the computer.
  • Folder: Select the folder that will have this header as a template. It will be replicated to subfolders.
  • Classification: To which classification the model will be linked. Selecting Not Informed is applied to all classifications.

Click ” Record” to finish.

After inserting a new header and footer template, it will be applied only to new documents.

For units that have the option Password confirmation for critical operations enabled in the Qualiex security options, it will be necessary to enter the password to complete the upload of the new model.
After this, sending a new document, the configured header and footer will be applied.

In Excel, the header and footer are not displayed in the preview.

  • To view the applied header and footer you must:
    • Print the document.
    • Get a copy and change the Page Layout.

Due to a limitation in the technology of viewing documents online, when a document has some elements, the header and footer is not applied automatically and may corrupt your document.
By obtaining a copy of the document, the elements are maintained, without altering the view of the copy or the file settings.
If the document that is sent to Docs contains the elements below, the header and footer do not apply, and it is not possible to see the document in the Microsoft viewer.

  • SmartArt Shapes
  • Hiperlinks in the document
  • Macro
  • Formula
  • Graphics
  • Frozen Panel
  • Password protected spreadsheet
  • Cell with hidden value
  • Visual Basic Excel tools (developer tab)

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