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.
Expand the Account drop down in the left navigation and select Account Settings.
At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Account Settings.
Click your username at the bottom of the left navigation to expand the menu and select Account.
At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Account Settings.
- Under PDF Settings, locate Standard PDF Header and select Settings
- Make the desired edits to your company name.
- Save.
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