COBBLESTONE SOFTWARE

Contract Insight — User Guide

Manage Global Header and Footer

03. Admin User Manual › Account Maintenance › Manage Global Header and Footer

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

This review did not locate a screen named "Manage Global Header" or "Manage Global Footer" on the Administration > Document Templates list or within an individual template's editor in this QA environment. The closest current mechanisms for consistent, repeated content across generated documents are Static Content (fixed text or the merge date, inserted at a placeholder) and the Document files step of a template's Content setup (the ordered file(s) that are merged, which can themselves carry a shared header/footer baked into the uploaded Word file). Anyone needing a header or footer applied consistently across every template should confirm with an administrator whether a global setting exists elsewhere in this environment, or build it into each template's own merged document file.

2. Key Elements

• No dedicated "Manage Global Header" / "Manage Global Footer" screen was located in this QA environment during this review
• Static Content (fixed text or the merge date, inserted at a placeholder) is the closest per-template mechanism for repeated fixed content
• A template's Document files (Content setup step) can carry a header/footer built directly into the uploaded Word file
• This entry documents the gap honestly rather than describing a global setting that could not be verified live

3. Quick Reference Summary

[TODO: content needed]