Add or edit a company header in X1
Company headers are customized headers that appear at the top of your company's project documents.
Access your company headers
- From the project dashboard, select Preferences in the navigation menu on the left.
- Select the Project tab.
- 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.
- Select OK to save your header and return to the Preferences page.