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Watermarking PDF documents
Updated 3 seconds ago

Overview

You have the option to apply watermarks to reinforce the protection of intellectual property and discourage unauthorized sharing of sensitive information. You can leverage the feature to apply watermarks or brandings to questionnaires and a wider range of document formats including images, text, and Word, Excel, and PowerPoint documents.

  • Applying watermarks to Trust Center questionnaires inherently extends to the attachments of the questionnaire on download.

  • When downloading documents, the watermark is applied to a PDF version of the file, ensuring document integrity.

Watermarking PDF documents

  1. Go to Organization Settings > Trust Center > Watermark.

  2. Edit the various options to personalize the watermark to suit your needs:
    Note: You can click Reset to restore the default settings or Cancel to discard the changes you have made.
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    • 1 - Manage Watermark Toggle: Enable or Disable watermark for your organization.

    • 2 - Watermark Text: Enter the text to be used as the watermark.
      Note: The maximum number of characters is limited to 32 including spaces.

    • 3 - Include email & timestamp: Toggle the setting to display your email and time.

    • 4 - Font Options: Select the font Family and the size of the font.

    • 5 - Color: Change the color of the watermark text.

    • 6 - Transparency: Controls the opacity of the watermark text.

    • 7 - Rotation: Controls the angle of the text.

    • 8 - Fill Type: Select the display pattern of the watermark text. You can choose between the following

      • Fit - applied to the center of the page

      • Fill - applied in a tile fashion across the page

      • Pattern - applied in a tilted tile fashion across the page

    • 9 - Spacing: Controls the spacing between the watermark when the watermark Fill Type is set to Fill or Pattern.

    • 10 - Watermark Layer: Determines if the watermark is to be applied above or below the document's content.

  3. Click Save to apply the changes.

Previewing watermarks

The Enable Document Viewing toggle in the Watermark settings gives you more control over how watermarked documents are visible to viewers.

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  • Once enabled, viewers have the option to preview (open) watermarked version of the documents and download them, providing enhanced security for your sensitive information.

  • If the option remains disabled, viewers will only be able to download the artifacts.

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