Headers store content that is included across multiple templates, but contains custom information, depending on the recipient.


The Header will be displayed above the Content in correspondence that is generated.


Note: The Header Template is different from the header within a Word document. The header within a Word document contains static information – this is saved in your Master Template. The Header can use merge codes and contain information that will update depending on the recipient of the correspondence.


The Header would typically be used to store the following information:


  • Contact Address
  • Heading
  • Email Subject


As the Header Template is used across multiple Content Templates, making changes to your Header is very efficient. The changes to one Header Template only need to be made in one place and will update the Header for many templates.

Add a Header Element

  1. To add a Header Template:
  2. Go to the System tab > Click on Standard Templates
  3. Click on ‘Add Header’ next to Header in the Smart Templates section
  4. Record the Header Details
  5. Enter the Header Title – this is the name of the Header within Equinox
  6. Enter any Notes about the use of this Header
  7. Add the Header Content
    > Enter an Email Subject
    > Enter the Letter Content
    e.g.

    E-mail subject line

     

    #MATTER# - #COUNTRYADJ# #CATEGORY#: #TITLE#

    Letter Content

     

    #CLIENT#

    #ADDRESS#

    #POSTCODE#

     

    #DATE#

  8. Click ‘Save’ to store the Header in your system
    OR
    Click ‘Cancel’ to go back



It is possible to uploaded more than one header to the system e.g. you can configure email subject for urgent responses or reminders.


It is likely that you will require several header variations for specific types of correspondence such as: 

 

  • Client correspondence
  • Authority correspondence


When setting up the Content Templates you will be able to choose which Header the Content should use.