Document templates (letters, forms and contracts) - create or amend departmental letterheads

1. Open the letterhead document. 
2. Click into the header, ensuring you have selected the entire contents (Ctrl + A).

3. Go to the Insert tab and choose Bookmark. 

4. Enter “header1” under Bookmark name: and click Add.  
5. Repeat steps 2 and 3 for the footer, even if your footer is blank. Enter “foot3” under Bookmark name: and click Add.

6. Click Save and close the letterhead document.

Save the new letterhead to the CoreApps folder on your C drive and name it letter_head. Where this doesn’t exist, simply create a new folder in you C drive called CoreApps.

Generate a document from the system to check that it works and that everything is displaying correctly. Some display issues related to formatting/placement of images may be corrected by adding your header text/images into a table within the header and, if applicable, the footer. 

The example below shows how to add a table to fix display issues:

1. Go to Insert > Table. Select the number of rows/columns needed.
2. Copy and paste the relevant contents into the cells rows/columns accordingly:

3. Adjust the width of the columns to fit the contents and remove the line borders. 

4. The Letterhead should now display as below:

Managing multiple departmental letterheads

If you have responsibility for multiple departments and are required to generate correspondence using multiple letterheads, see guidance below:

• PeopleXD is configured to pull the letterhead from a document titled “Letter_head”, which must be saved in the “C:\Coreapps” folder. For the process to work correctly, only one document with that exact title (“Letter_head”,) can exist at any given time.
• It is possible to save multiple letterhead templates in the same folder, each named to reflect the relevant department.
• When generating a correspondence, the required departmental template must be manually renamed to “Letter_head” before use.