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.

Company headers appear in reports at the top of each page. They can include the company logo, name, and motto (or anything else you deem appropriate). 

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

Accessing your company headers

Note: New headers are not automatically added to existing projects. If you create a header after creating a project, you must change the header from within the project to add it.
  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.

Formatting your company header

The fields in the Add/Edit company Header Information window correlate as shown in the reports:

Company Header Information window

Report

Adding headers to projects

You also can create a header or statement from within a project, but it will only be saved to that project and will not be available to other projects in the profile. If you are editing an existing one, those edits are saved to the profile.

  1. With the project open, navigate to Claim Info > Parameters > Report Text.
  2. Select the list icon for the header or the statement you want to use.
  3. Modify the statement or header as already described.

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