How do I include job-specific data in my document header?

This video shows you how to pull in dynamic job-specific details like job name, site location, or reference number into the document header automatically.

When you create a document header in Dronedesk, you can include placeholder values that will be automatically replaced with relevant job data when the document is exported.

In this example, the header includes the job reference, client name, and planned date. If you want to add more details, you can easily do so.

Go to the top-right menu, select Settings, then click Document Header. Scroll down to the section you'd like to edit, such as the second page of the header layout. If, for instance, the Client Reference field is blank and you'd like to add more information, place your cursor where you want the data to appear.

Then, use the dropdown menu at the top right of the table to select the appropriate placeholder. For example:

  • Add the Location Reference

  • Prefix it with a label if desired

  • Insert a link to something like an initial survey

  • Add the Pilot Name if relevant

Once you’ve made your changes, click Save. When you return to the job, you’ll see the updated header with the additional information. This might include the planned date, location, a clickable link to the initial survey, and the pilot’s name.

This is how you include job-specific dynamic content in your document header, giving you greater flexibility and control over what appears in your exported documents.

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