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 admin hub) reads: "Design PDF watermarks — text (with dynamic user tokens) or an image — preview them on a sample page, and choose the default applied when a PDF attachment is downloaded 'with watermark'." A Default PDF watermark dropdown plus Save default sits above Add watermark and a list of 13 watermarks (Name, Type, Default), with "KA" marked as the current default. Editing a text watermark exposes Watermark text, Add user name / Add user email / Add user phone / Add date/time checkboxes (dynamic user tokens), and Font, Color, and Size dropdowns, alongside Save, Cancel, and Preview saved.
2. Key Elements
- Administration > PDF Watermarks (Watermarks in the admin hub) — 13 watermarks in this environment
- A Default PDF watermark dropdown plus Save default sets the watermark auto-applied on PDF downloads "with watermark"
- Add watermark creates a new one as Text or Image
- A text watermark can include dynamic user tokens: Add user name, Add user email, Add user phone, and Add date/time, plus Font, Color, and Size
3. Quick Reference Summary
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