The Standard PDF header content can be edited to include your company's information from the Account Settings page.
Standard PDF Header
- Navigate to the Account Settings page, following the instructions based on your Account View.
- Legacy View: Navigate to the Account Settings page under the Account drop down in the left navigation. If Departments are enable, expand the Department drop down or switch to the All Department.
- Project View: Select your username in the lower left corner of the left navigation to expand the menu and select Account. If Departments are enable, expand the Department drop down or switch to the All Department.
- Legacy View: Navigate to the Account Settings page under the Account drop down in the left navigation. If Departments are enable, expand the Department drop down or switch to the All Department.
- Under PDF Settings, locate Standard PDF Header and select Settings
- Make the desired edits to your company name.
- Save.
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