The Standard PDF header content can be edited by Account Admins to include your company's information from the Account Settings page.

Standard PDF Header

If you want the Standard PDF Header to be the same for most or every forms Standard PDF, edit it in the Account Settings.

Navigate to the Account Settings page following the instructions based on your Account View.

Core View

Without Departments With Departments

In the left navigation, expand Account and select Account Settings.

1. At the top of the left navigation, expand the dropdown menu under the username indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Account Settings.

Project View

Without Departments With Departments

At the bottom of the left navigation, click your username to expand the menu and select Account.

1. At the top of the left navigation, expand the dropdown menu under the GoCanvas logo indicating the current Department and select All.

   

2. In the left navigation, expand Account and select Account Settings.

1. Under PDF Settings, locate Standard PDF Header and click Settings

   

2. Enter the information you want to appear in the header section of the PDF in the text box.

   

3. Click Save.