12.5.1.3.4 Automatic Injection of Header, Footer, Cover Page & Metadata in Documents

EPC allows you to automatically insert custom headers, footers, cover pages with dynamic metadata (custom properties) into any document created in the system. This ensures consistent branding and always up-to-date document information, without needing manual editing.

What Are Custom Properties?

Custom properties are metadata from EPC. They represent information that EPC stores about your documents, such as approval status, version, identifier, or User-Defined Attributes (UDAs). These properties can be injected directly into your documents so they always display the latest information.

Where Can They Be Injected?

You can automatically insert both branding elements and metadata into:

• Header
• Footer
• Cover page
  

This makes your documents professional, standardized, and always accurate.

What Can Be Injected?

Examples of metadata you can inject:

• Identifiers: referenceNumber, systemSerialNumber, nodeId
• Approval cycle info: approvalStatus, approvedBy, comment
• Dates: creationDate, lastReviewedDate, modificationDate
• People: lastReviewedBy, modifiedBy
• General: name, status, version
• UDAs: Injected as uda_[YourUdaName] (e.g., uda_date)
  

All of these update dynamically whenever your document is saved, approved, or published in EPC.

Step-by-Step Guide

!These steps can only be executed using the Microsoft Word application and are not applicable within a web browser environment.

1. Create Your Template

• Open Microsoft Word and build your template.
• You can include a header, footer, and/or cover page.
• In these areas, you can insert custom properties.

How to Add UDAs as Custom Properties

1. Go to File → Info → Properties → Advanced Properties

2. Open the Custom tab.
3. In the Name box, type uda_[YourUdaName] (for example uda_date).
4. In the Value field, type a space. This is required, but what you enter does not matter.
5. Click Add → OK.

How to Insert Properties into the Document

1. Place your cursor where you want the property to appear (body, header, footer, or cover page).
2. Go to Insert → Quick Parts → Field.
3. In Categories, choose Document Information.
4. In Field names, select DocProperty.
5. In Field properties, choose your custom property.
6. Click OK.

2. Upload and Publish the Template in EPC

• Upload your finished Word template into EPC.
• Publish the template.

3. Configure Advanced Settings in EPC

*To modify advanced system settings, you must be a System Admin.

In Advanced Settings:

• DOCUMENT_INJECT_HEADERS_FOOTERS: Enter the UID of your published template.
• DOCUMENT_INJECT_CUSTOM_PROPERTIES: Set to true if you added dynamic properties.
• DOCUMENT_INJECT_COVER_PAGE: Set to true if you want EPC to replace the first page with your template’s cover page.
  

4. Create a New Document

When you create or preview a new EPC document:

• The header, footer, and cover page from your template are automatically added.
• Any custom properties (metadata) update dynamically when you upload, approve, publish, or review documents.