You can insert custom content in headers and footers to display information for your entire document or just a specific section.
Add table rows
If you need to include multiple types of information in your header or footer, you can use a single table row with three columns.
To insert a table row in a header or footer:
- 1
- Click the header or footer region.
- 2
- From the Edit toolbar, click the Insert button.
- 3
- Select Table from the dropdown menu.
Once the table row appears, double-click into the cells to type and format your text.
Insert links
You can create links between content in text or cells and your document's header or footer.
To link into a header or footer:
- 1
- Copy the content you want to link from using CTRL + C.
- 2
- Paste the content into the header or footer using CTRL + V to create a text link. If you're pasting from a table into a cell, select the clipboard and choose Create Links from... and Cells with Values.
Links in headers and footers work just like regular document links. To learn more about creating and using links in Workiva, see Create a Link.
Note: You cannot create a link from content inside a header or footer.
Insert hyperlinks
You can also use headers and footers to insert a hyperlink that connects one page to another section of your document.
To insert a hyperlink in a header or footer:
- 1
- Click the header or footer region.
- 2
- Enter your text, then select the text.
- 3
- Right-click to open the menu and choose Insert Hyperlink .
- 4
- If you're linking to a section within your document, select the Section radio button and use the dropdown list to find and select a section to link to. If you're adding a hyperlink, paste the URL in the URL text box.
- 5
- Click Create to insert the hyperlink.
Note: The SEC does not allow hyperlinks to external websites (such as a company's personal website). For filing documents, the hyperlink tool should only be used to navigate within the document itself.
To learn more about hyperlinks, see Using Hyperlinks.
Add images
To insert an image in a header or footer:
- 1
- Click in the header or footer region of a page.
- 2
- From the Edit toolbar, select Image from the menu.
- 4
- Select an image and choose Open.
You can align the image left, right, or center using the alignment icons in the Edit toolbar. If you need to resize the image, open the Settings panel and choose the Image Properties tab.