Dashpivot Web allows Organisation Controllers to configure the header and footer that appear on exported PDFs. This enables consistent branding, inclusion of company details, and structured document formatting across all form exports. Header and footer settings are managed within the Template Editor.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, or Platinum
Permission: Org Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
In Dashpivot Web, open the template you want to update.
Open the Template Editor.
In the Template Editor header/footer area, locate the Header/Footer Editor.
Add, remove, reorder, or disable the fields you want shown in the PDF header and footer.
Add pre-filled text (limited to 24 characters) or pre-filled images if needed.
Use the Web Preview tab to see how the updated header/footer will appear.
Click Save to apply your changes.
Configure the header content as required (for example, company name or logo).
Configure the footer content as required (for example, page numbers or additional information).
Click Save Changes to apply the configuration.
Notes
Header and footer settings apply to PDF exports generated from the configured template.
Changes made in the Home Folder apply to all deployments of that template.
Changes made within a Team Folder apply only within that folder.