Description

Headers and footers can be added to documents in Clearwell that will be shown on the image of that document after running a production export to TIFF or PDF.

The items that can be added to a header and/or footer are:

Custodian, Production Number, Date Produced, Document ID, Free Text, Filename, Page Number, Page X of Y, and Tag

When adding Clearwell tags to a header or footer, only individual tags can be selected (The parent Tag Set cannot be selected for a header and/or footer).

To setup a tag on the header and/or footer use the following steps:

1. Open the Clearwell case in question
2. Go to Case Home
3. Select Folders from the submenu
4. Open the Productions folder
5. Create a new folder or select an already existing production folder
6. Go to the Header/Footer tab
7. From the appropriate dropdown select Tag
8. Expand the Tag Set
9. Highlight the desired tag and click OK