Configuring Header and Footer Forms for Automatically-generated PDFs

You can configure the forms that define the headers and footers used in automatically-generated PDFs.

See Properties for Header and Footer Forms for Automatically-generated PDFs.

  1. Create or open the text file for customized properties. For more information, see Editing Properties Using MQL.
  2. To configure the default header form to be used in all automatically-generated PDFs for quality system documents in a specific lifecycle state, follow these steps:
    1. Add or edit these lines in the file used to import properties into a page object:

      enoDocumentControl.QualitySystemDocument.Draft.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.InWork.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.InApproval.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Approved.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Released.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Superseded.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Obsolete.Default.PDFHeaderOverlay=DOCOPDFHeaderForm
      Note: You must create a custom header form if you do not want to use the default header form.

    2. Set the value for this property depending on your business requirements:

      • Type the name of a custom header form as the value to use it instead of the default header form in PDFs automatically generated for quality system documents in that lifecycle state.
      • Delete the value if you do not want to use a header in PDFs automatically generated for quality system documents in that lifecycle state.

  3. To configure a different header form for each implementing organization to be used in all automatically-generated PDFs for quality system documents in a specific lifecycle state, follow these steps:
    1. Add or edit these lines in the file used to import properties into a page object:

      enoDocumentControl.QualitySystemDocument.Draft.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.InWork.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.InApproval.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Approved.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Released.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Superseded.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      enoDocumentControl.QualitySystemDocument.Obsolete.MyCompany.PDFHeaderOverlay=DOCOPDFHeaderForm
      Note: You must create a custom header form if you do not want to use the default header form.

    2. Set the value for this property depending on your business requirements:

      • Type the name of a custom header form as the value to use it instead of the default header form in PDFs automatically generated for quality system documents in that lifecycle state for that implementing organization.
      • Delete the value if you do not want to use a header in PDFs automatically generated for quality system documents in that lifecycle state for that implementing organization.
      Note: MyCompany is the default implementing organization that you must replace with your own organization names.

  4. To configure the default footer form to be used in all automatically-generated PDFs for quality system documents in a specific lifecycle state, follow these steps:
    1. Add or edit these lines in the file used to import properties into a page object:

      enoDocumentControl.QualitySystemDocument.Draft.Default.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.InWork.Default.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.InApproval.Default.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Approved.Default.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Released.Default.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Superseded.Default.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Obsolete.Default.PDFFooterOverlay=DOCOPDFFooterForm
      Note: You must create a custom footer form if you do not want to use the default footer form.

    2. Set the value for this property depending on your business requirements:

      • Type the name of a custom footer form as the value to use it instead of the default footer form in PDFs automatically generated for quality system documents in that lifecycle state.
      • Delete the value if you do not want to use a footer in PDFs automatically generated for quality system documents in that lifecycle state.

  5. To configure a different footer form for each implementing organization to be used in all automatically-generated PDFs for quality system documents in a specific lifecycle state, follow these steps:
    1. Add or edit these lines in the file used to import properties into a page object:

      enoDocumentControl.QualitySystemDocument.Draft.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.InWork.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.InApproval.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Approved.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Released.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Superseded.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      enoDocumentControl.QualitySystemDocument.Obsolete.MyCompany.PDFFooterOverlay=DOCOPDFFooterForm
      Note: You must create a custom footer form if you do not want to use the default footer form.

    2. Set the value for this property depending on your business requirements:

      • Type the name of a custom footer form as the value to use it instead of the default footer form in PDFs automatically generated for quality system documents in that lifecycle state for that implementing organization.
      • Delete the value if you do not want to use a footer in PDFs automatically generated for quality system documents in that lifecycle state for that implementing organization.
      Note: MyCompany is the default implementing organization that you must replace with your own organization names.

  6. When you are finished updating the text file with all properties that you want to modify, use the text file to modify the enoDocumentControl.properties page object. For more information, see Editing Properties Using MQL.