Applies to: Deal Team and Sellers (when applicable)
You can add watermarks to pdf documents in the Diligence and DealMarketing areas. You can configure the watermark text, appearance, position, color, and opacity of the watermark.
Watermarks can be applied to:
- PDF files
- Protected Office files opened in the browser in the Preparation and Diligence areas, including .docx, .xlsx, and .pptx file types.
Note: In DealMarketing, watermarks apply only to PDF files.
Video - watermark configuration
You can add a customized watermark to PDF and Microsoft Office documents. Watch this tutorial for step-by-step instructions and see additional details below.
Watermark configuration options
Text displayed
You can select a predefined label or enter custom text for the watermark.
Additional text options
You can include additional information in the watermark.
- Company Name
- Download Timestamp (includes timezone)
- Document Name
- User Email
Position
Select where the watermark appears on the document
- Diagonal
- Header and Footer
- Four corners
Appearance settings
You can configure the appearance of the watermark
- Text Alignment - left, center, or right
- Text Size - adjust the watermark font size
- Color- choose the watermark color
- Opacity - control the transparency of the watermark
How to add and update watermarks to documents
-
Click the DealCentre AI icon
in the upper left corner of the screen to display the deals list.
- Select the deal you want.
-
Click the Settings
icon on the left side of the screen.
- From the Settings page, select Watermarks.
- Click Edit.
- Select a predefined text label from the Text Displayed field or enter a Custom Text.
- Select Additional Text Options such as Company Name, Download Timestamp, Document Name, and User Email.
- Select Position for the watermark.
- Select Text Alignment for the watermark.
- Select Text size for the watermark.
- Select a Color.
- Set the Opacity.
- Review the preview on the right.
- Click Save.
Note:
- Watermarks appear when documents are viewed in the browser.
- Watermarks are not displayed when using the View As feature.
- If you select Download Timestamp for the watermark text, the timestam is displayed in GMT even if you select a different Timezone in your Account Profile.