Clients that are starting with all new documents OR those upversioning old ones should strongly consider taking advantage of the dynamic headers.
Clients can now automatically insert a ‘traditionally’ formatted header into any exported PDFs to include key document metadata and custom fields. We updated user timestamps and controlled copy notations to be part of this section. These options can be granted at the category level and toggled on/off at the document level. Headers can include:
- 1st two rows:
- Customer Logo
- Standard Document Fields (Category, Title, Version, State, Effective Date, and Document ID)
- Optional Custom Field row can show up to 3 custom fields
- User time stamp and dynamic page numbering for the whole document including ZenQMS Pages
- Controlled Copy notations: clearly identifiable and including Copy ID# and Notes
This related article shows where to manage this setting in Manage Document Categories.
If this category is setting is established, you can select to add a header at the document level.