COBBLESTONE SOFTWARE

Contract Insight — User Guide

PDF Watermark Configuration

03. Admin User Manual › PDF Watermark Configuration

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Administration → PDF Watermarks (labeled Watermarks in the Administration hub) is where you design PDF watermarks: either text, which can include dynamic user tokens, or an image. You can preview each watermark on a sample page and choose the Default PDF watermark that is applied when a PDF attachment is downloaded "with watermark". The page lists every watermark with its Name, Type, and whether it is the Default, with row actions to Edit, Preview on a sample PDF, and Delete.

2. Key Elements

• Default PDF watermark dropdown and Save default: set the watermark that is applied automatically when a PDF is downloaded "with watermark". -- None -- means no default.
• Add watermark: opens the New watermark form for a Text or Image watermark.
• Text watermarks: Watermark text, the dynamic user tokens Add user name, Add user email, Add user phone, and Add date/time, plus Font, Color, and Size.
• Image watermarks: Upload an image, or pick one from the image library.
• Watermark list: Search, plus Edit, Preview on a sample PDF (eye icon), and Delete this watermark (trash icon) on each row.
• The Edit watermark form adds Preview saved, which opens the saved watermark on a sample PDF.

3. Navigating to PDF Watermarks

1. From the Contract Insight homepage, click the Administration icon at the bottom of the left navigation bar.
2. In the Search administration box, type Watermark (or scroll to the Templates & Presentation category).
3. Click the Watermarks tile.

The PDF Watermarks page opens. If no watermarks exist yet, the list shows "No watermarks defined."

4. Adding a Watermark

4a. Adding a Text Watermark

1. On the PDF Watermarks page, click Add watermark.
2. In the New watermark form, enter a Name.
3. Select Text.
4. Enter the Watermark text (for example, CONFIDENTIAL).
5. Optionally, check any dynamic user tokens to stamp the downloading user's details on the page: Add user name, Add user email, Add user phone, and Add date/time.
6. Choose the Font (Helvetica, Times New Roman, or Courier New), Color (Gray, Black (navy), Yellow, or Red), and Size (Small, Medium, or Large).
7. Click Save, or Cancel to close the form without saving.

4b. Adding an Image Watermark

1. Click Add watermark and enter a Name.
2. Select Image.
3. Click Choose File under Upload an image, or select an existing image from the …or pick from the image library dropdown.
4. Click Save, or Cancel to close the form without saving.

After saving, a "Watermark saved." message appears and the watermark is added to the list.

5. Managing Existing Watermarks

5a. Finding a Watermark

Saved watermarks are listed with their Name, Type, and Default status. Use the Search box or the column filters to find one. Each row has these actions:

• Edit: opens the watermark in the Edit watermark form.
• Preview on a sample PDF (eye icon): opens the watermark applied to a sample PDF page in a new browser tab.
• Delete this watermark (trash icon): removes the watermark (see Section 7).

5b. Editing a Watermark

1. Click Edit on the watermark's row.
2. In the Edit watermark form, update the name, text, user tokens, font, color, or size (or the image, for an image watermark).
3. Click Save, or Cancel to discard your changes.
4. Click Preview saved to open the saved version of the watermark on a sample PDF in a new tab.

Note: Preview saved shows the last saved version. Click Save first to preview your latest changes.

6. Setting the Default PDF Watermark

1. On the PDF Watermarks page, select a watermark in the Default PDF watermark dropdown, or -- None -- to turn off the default.
2. Click Save default.

The default watermark is applied when a PDF attachment is downloaded "with watermark".

7. Deleting a Watermark

1. Click the Delete this watermark (trash) icon on the watermark's row.
2. In the Delete this watermark? dialog, click Delete watermark to confirm, or Cancel to keep it.

Note: A deleted watermark is no longer offered when someone stamps a document. Documents already stamped with it are unchanged.

8. Quick Reference Summary