---
title: "PDF Watermark Configuration"
slug: "pdf-watermark-configuration-1-1"
updated: 2026-10-29T16:32:31Z
published: 2026-10-29T16:32:31Z
canonical: "wiki.cobblestonesoftware.com/pdf-watermark-configuration-1-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# PDF Watermark Configuration

**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.

![Administration page with the Administration icon, search box, and Watermarks tile highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-01_admin_search.png)

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

![PDF Watermarks page with the Default PDF watermark dropdown, Save default, and Add watermark highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-02_main.png)

# 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.

![New watermark form for a Text watermark with Name, Text, Watermark text, user tokens, Font, Color, Size, Save, and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-03_new_text.png)

## 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.

![New watermark form for an Image watermark with Name, Image, Upload an image, image library, Save, and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-04_new_image.png)

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).

![Watermark list with Search, Edit, Preview on a sample PDF, and Delete this watermark highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-05_list.png)

## 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.

![Edit watermark form with the fields, Save, Cancel, and Preview saved highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-06_edit.png)

**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**.

![Default PDF watermark dropdown with a watermark selected and Save default highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-07_default.png)

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.

![Delete this watermark confirmation dialog with Cancel and Delete watermark highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/pdfwatermark-08_delete.png)

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

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open PDF Watermarks | Administration icon → search **Watermark** → **Watermarks**. |
| Add a text watermark | **Add watermark** → Name → **Text** → Watermark text, tokens, Font, Color, Size → **Save**. |
| Add an image watermark | **Add watermark** → Name → **Image** → upload or pick from library → **Save**. |
| Find a watermark | Type in the list's **Search** box or use the column filters. |
| Edit a watermark | **Edit** → update → **Save**. |
| Preview a watermark | Eye icon on the row, or **Preview saved** in the Edit form. |
| Set the default | Select it in **Default PDF watermark** → **Save default**. |
| Turn off the default | Select **-- None --** → **Save default**. |
| Delete a watermark | Trash icon → **Delete watermark**. |