How To: Header and Footer Templates

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The Matrix system allows you to create a custom Header and Footer as well as pick from available templates. These Header and Footers will appear when you print reports in HTML, and when you send an email. Taking advantage of this feature is suggested as it is a free advertisement for yourself to your clients.

To use one of the Header and Footer Templates follow the steps below:

1. Select one of the 7 templates available

2. Click Set My Information at the bottom

3. Enter the Details of the information that will appear on your Header/Footer

4. If you would like to add your agent photo, click Browse to locate the file to upload. Keep in mind the optimal image size is 66 x 79 pixels.

5. Then click Save

Need help getting started? Click Here to view the How To: Header and Footers.

Note: Headers and Footers do not show on the Matrix Advance CMA reports or PDF reports.


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