Add or edit a company header in X1

Updated 4 months ago by Heather Andersen

  1. In the Project dashboard, click Preferences in the navigation menu on the left.
  2. Select the Project tab.
  3. Under Reports, select the Company header list icon.
  • To view an existing Company header, choose it from the list and select View. When finished, select Close.
  • To add a header, select Add. Enter the Code, Company name, Info, and Image, then select OK.
  • To edit a header you 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, select it in the list, then select Delete.
Note that you cannot edit or delete a header if you did not create it.
  1. Select OK to save your header and return to Project preferences.

How Did We Do?

Powered by HelpDocs (opens in a new tab)