Maintaining the Template Footer

Use the Footer tab to insert the standard and user tags and static text into the contract footer. This information might include the signature lines or a statement from the organization. The footer will display on all pages of the contract.

Note: Keep in mind that if signature lines are inserted into the footer, the lines will print on every page of the contract.

Use standard text entry methods to type text into the footer manually or use the Ctrl+C and Ctrl+V shortcuts to copy and paste text from another document.

Use the Rich Text Editor to apply font, paragraph and alignment formats to the tags and text.

Best Practice: Use standard and custom tags to insert information into the template footer that will change each year or is standard for your organization, e.g., signature lines or a statement from the organization. Type text manually only if that text will not change from one year to the next. Following this practice will save time when updating your contract templates for a new school year.

Tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the tags as the contract footer is typed.

Creating the Template Footer

Follow these steps to create the footer template.

On the Add/Edit Template page, click the Footer tab.
Use a combination of these methods to create the template footer.

Method	Description	Click this link for more information
Tag	The Tag Drop-down List displays the standard tags provided with LINQ EP. Best Practice: Tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the tags as the contract footer is typed. Position the cursor on the line where that tag will be placed. Click the Tag Drop-down List button to insert a tag into the footer. This tag represents data that will display in the footer when the contract template is generated. Click the button to insert the tag. Use the Rich Text Editor Tools to align the tag and apply the applicable formats. When inserting a tag into the footer after the contract footer is typed: Click the Tag Drop-down List button to select the tag to be inserted. This tag represents data that will display in the footer of the contract when the contract template is generated. Click the button to insert the tag. The tag is placed automatically after the last character typed on that page. Highlight the tag and press Ctrl+X to cut and remove it. Position the cursor in the footer where that tag should appear. Press Ctrl+V to paste the tag at the designated position. Use the Rich Text Editor Tools to align the tag and apply the applicable formats.	Standard Tags Cross-reference Table Rich Text Editor Tools
User Tag	The User Tag Drop-down List displays the custom tags created by your organization. Best Practice: User tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the user tags as the contract footer is typed. Position the cursor on the line where that tag will be placed. Click the User Tag Drop-down List button to insert a user tag into the footer. This user tag represents data that will display in the footer when the contract template is generated. Click the button to insert the tag. Use the Rich Text Editor Tools to align the tag and apply the applicable formats. When inserting a user tag into the footer after the contract footer is typed: Click the User Tag Drop-down List button to select the user tag to be inserted. This tag represents data that will display in the footer of the contract when the contract template is generated. Click the button to insert the tag. The tag is placed automatically after the last character typed on that page. Highlight the tag and press Ctrl+X to cut and remove it. Position the cursor in the footer where that tag should appear. Press Ctrl+V to paste the tag at the designated position. Use the Rich Text Editor Tools to align the tag and apply the applicable formats.	Rich Text Editor Tools
Manual	Type text manually or use the Ctrl+C and Ctrl+V shortcuts to copy and paste text from another document. Use the Rich Text Editor Tools to format the text. Best Practice: Proofread typed text carefully for grammar and misspelled words. A spell check tool is not available.	Rich Text Editor Tools

Method

Description

Click this link for more information

Tag

The Tag Drop-down List displays the standard tags provided with LINQ EP.

Best Practice: Tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the tags as the contract footer is typed.

Position the cursor on the line where that tag will be placed.
Click the Tag Drop-down List button to insert a tag into the footer. This tag represents data that will display in the footer when the contract template is generated.
Click the button to insert the tag.
Use the Rich Text Editor Tools to align the tag and apply the applicable formats.

When inserting a tag into the footer after the contract footer is typed:

Click the Tag Drop-down List button to select the tag to be inserted. This tag represents data that will display in the footer of the contract when the contract template is generated.
Click the button to insert the tag. The tag is placed automatically after the last character typed on that page.
Highlight the tag and press Ctrl+X to cut and remove it. Position the cursor in the footer where that tag should appear. Press Ctrl+V to paste the tag at the designated position.
Use the Rich Text Editor Tools to align the tag and apply the applicable formats.

Standard Tags Cross-reference Table

Rich Text Editor Tools

User Tag

The User Tag Drop-down List displays the custom tags created by your organization.

Best Practice: User tags are inserted automatically after the last character typed on a page. This character might be in the template body, header, or footer. Best practice is to insert the user tags as the contract footer is typed.

Position the cursor on the line where that tag will be placed.
Click the User Tag Drop-down List button to insert a user tag into the footer. This user tag represents data that will display in the footer when the contract template is generated.
Click the button to insert the tag.
Use the Rich Text Editor Tools to align the tag and apply the applicable formats.

When inserting a user tag into the footer after the contract footer is typed:

Click the User Tag Drop-down List button to select the user tag to be inserted. This tag represents data that will display in the footer of the contract when the contract template is generated.
Click the button to insert the tag. The tag is placed automatically after the last character typed on that page.
Highlight the tag and press Ctrl+X to cut and remove it. Position the cursor in the footer where that tag should appear. Press Ctrl+V to paste the tag at the designated position.
Use the Rich Text Editor Tools to align the tag and apply the applicable formats.

Rich Text Editor Tools

Manual

Type text manually or use the Ctrl+C and Ctrl+V shortcuts to copy and paste text from another document.

Use the Rich Text Editor Tools to format the text.

Best Practice: Proofread typed text carefully for grammar and misspelled words. A spell check tool is not available.

Rich Text Editor Tools

When finished, click the button.

This illustration shows an example of a contract template footer. In this example, standard tags that represent organization's name and address are inserted in the upper left corner of the text box.

Modifying the Template Footer

Follow these steps to modify the contract template footer. You can add, change, or remove a tag, update text, and apply different formats.

To modify the template footer:

Go to the Contracts page > Templates tab.
In the Templates grid, click the Edit icon that corresponds to the contract template to be modified. The Add/Edit Template page appears with the General tab selected.
Click the Footer tab.
Make the necessary modifications to the template footer.
When finished, click the button.

Previewing a Template

Use the Preview page to verify the headers, footers, and page margins are correct and to proofread the contract details for grammar, punctuation, and spelling errors. The contract template displays in a PDF viewer.

To preview a contract template:

Go to the Contracts page > Templates tab.
In the Templates grid, click the Edit icon that corresponds to the contract template to be previewed. The Add/Edit Template page appears with the General tab selected.
Click the button. The contract template displays in a PDF viewer as it will appear after it is processed.
Click and drag the Vertical Scroll Bar to the bottom of the PDF viewer to view the footer.
Close the PDF viewer when finished with your review.