Add or edit a company header in X1

Updated by Heather Jones

Company headers are customized headers that appear at the top of your company's project documents.

Note that you cannot edit or delete a header if you did not create it.

Access your company headers

  1. From the project dashboard, select Preferences in the navigation menu on the left.
  2. Select the Project tab.
  3. Under Reports, select the list icon () next to the Company Header field.
  • To view an existing shared company header, choose it from the list and select View. When finished, select Close.
  • To add a personal header, select Add. Enter the Code*, Company name, Info, and Image, then select OK.
  • To edit a header you already created, choose it from the list and select Edit. Make your changes, then select OK. If you want to add any additional information, such as a company address, add it in the Info field.
  • To delete a header you created, choose it from the list, and select Delete.
  1. Select OK to save your header and return to the Preferences page.
*The code acts as a short title and allows you to differentiate headers. You can use any numbers and letters but no special characters, spaces, or punctuation to create your code.

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