[ashwken]

Something just occured to me...

You could create a new Form, 4 - Data-Img, based on Month, add fields as desired.

Assign this Form to the UR default Document Template - gives you a header over the viewer area.

Incoming documents (copy/link) could have default attribute values set in the Document Template if these values were going to the remain the same for a period of time.

And/Or the new Form could be assigned to a copy of the Document Template and use as needed.