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To do this click on Design >Customize Theme > and then click Header & Footer. From here you can change all font colors at one time for both the Header and Footer, the background color of the section, turn on Page Numbering for the PDF or printed version of the document, and more.
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.
Using CRM variables in titles Copy a CRM variable you'd like to insert in the template title. Open a template you use to create documents from your CRM and paste the copied variable into the template title. Create a document from this template via your CRM and the variable will be auto-filled with the field value.
Go to Header & Footer > Page Number > Format Page Numbers, select the format you want, and then select OK. Go to Header & Footer > Page Number > Page Number, choose the alignment you want, and select OK. Go to Header & Footer > Close Header and Footer or double-click outside the header to exit.
Step 3: Change beginning page number With the header open, select page 3 on page 3. Click Page Number in the Header & Footer group. Select Format Page Numbers. In the Page Numbering section of the resulting dialog, select the Start At option and enter 1, as shown in Figure G. Click OK.
To add page numbering to the PDF of your document, go to Design tab, then under Page select Header and Footer. Next, toggle Show in header or Show in footer.
To do this click on Design >Customize Theme > and then click Header & Footer. From here you can change all font colors at one time for both the Header and Footer, the background color of the section, turn on Page Numbering for the PDF or printed version of the document, and more.
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