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Put Your Branding on a PDF

Add a header, a footer, page numbers, your logo and a watermark, then save the lot so every export looks the same.

Header and Footer

Both live on the Design tab, and each is a switch that reveals its own settings.

Header and Footer. Folge, offline step-by-step guide software for Windows and Mac.
  • Header text: Repeats at the top of every page.
  • Page numbering: A footer field of its own, separate from the footer text. This is where the page-number placeholders go.
  • Footer text: Repeats at the bottom of every page.
  • Logo: Header and footer have a logo each, with its own position. They are not one shared setting, so a logo in the header does not put one in the footer.

The Six Placeholders

Type these into the header, footer or page-numbering fields and Folge replaces them as it renders.

PlaceholderBecomes
[[Guide_Title]]The title of the guide
[[Date]]The date the file was exported
[[Date_Time]]The date and the time
[[Page_Number]]The number of the page it appears on
[[Number_Of_Pages]]The total page count
[[Step_Title]]The title of the step on that page

They combine, so Page [[Page_Number]] of [[Number_Of_Pages]] in the page numbering field gives you the usual thing an auditor expects to see.

Note: [[Step_Title]] only resolves when each page holds a single step. Set Step content flow to *One step per page* on the Document tab first, or it has no single step to name.

A Watermark, and Where It Hides

Custom watermark is not with the other branding. It is on the Step image tab, because it is stamped onto each screenshot rather than onto the page.

A Watermark, and Where It Hides. Folge, offline step-by-step guide software for Windows and Mac.

Switch it on and you get an image to upload, plus its position, opacity, size and padding. Low opacity and a corner position marks a draft without making the screenshots unreadable.

The rest of that tab is about how the pictures look rather than the brand: alignment, format and quality, a border, and the size cap. Export to PDF covers those.

Colours and Type

The Fonts and colors tab sets the typeface and colours for guide titles, step titles, descriptions and the cover page. Matching your house font here does more for how the document reads as yours than a logo does.

If the settings do not reach far enough, the Custom CSS tab takes over the styling completely. That one needs a paid licence.

Save It So You Only Do This Once

Save It So You Only Do This Once. Folge, offline step-by-step guide software for Windows and Mac.

The Templates column on the left of the dialog holds whole sets of these settings. The + adds one, and the icon beside it imports a template someone sent you. Set the branding up once, save it as something like *Client Deliverable*, and every later export starts there instead of from the defaults.

Note: Export templates need a paid licence, as does the Cover Page Editor that a branded template usually wants alongside it.

What this is good for

  • Send a document that looks like it came from your company, not from a tool.
  • Give a printed procedure page numbers so people can refer to one.
  • Stop a draft being mistaken for the approved version.

Make guides like this one

Folge captures a screenshot on every click, so a guide writes itself as you work.

System Requirements: Windows 7 ( partial support), 8, 8.1, 10, 11 (64-bit only). OSX > 10.10. Available in 🇬🇧, 🇫🇷, 🇩🇪, 🇪🇸 , 🇮🇹, 🇳🇱, 🇵🇹/🇧🇷 and 🇯🇵 languages.