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Watermarking

September 21, 2023

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Watermarking allows you to track documents by user. This includes printing. If the user has download permissions, the watermark will not appear while viewing.

Setting the Watermark

To set an account-wide default: Access Settings > Admin Settings > Advanced Preferences > File Settings. You find the Document Watermark setting under the Watermark settings on this page.

Note:

Once enabled the watermark will immediately display.

Folder-specific settings:

Select the folder and access the more Options drop-down menu beside the folder name.
Select Edit Advanced Folder Settings.

There are three options under the Watermark section:
- Use account wide setting
- Do not use a watermark for this folder
- Use another watermark (allows for custom text)

Watermark Options

User’s Email
User’s First Name
User’s Last Name
User’s Company
User’s IP address
Current Date
Current Time

Select the New Line option from the list provided to create a line of text to be displayed on the watermark.

Watermarked Downloads

Use Watermarked Downloads for the entire account or within a folder in the Virtual Data Room. Watermarked Downloads allow users with view-only access to download a PDF version of the file with a custom watermark included.

To enable Watermarked Downloads for View-Only, navigate to Admin Settings > Advanced Preferences > File Settings. Change the default setting from No to Yes and select Save.

To enable this feature on the folder level:

Select the folder and access the More Options drop-down menu beside the folder name.
Select Advanced Folder Options.
Set the desired option for Watermarked Download for View-only.
Select Account-Wide Setting.
Select from Enable View only, Watermarked Downloads, or Disable View only Watermarked Downloads.
Select Save.

More than one file can be downloaded with watermark at a time including whole folders.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Watermarking

September 21, 2023

Contributed by:

September 21, 2023

Contributed by:

Watermarking

Setting the Watermark

Watermark Options

Watermarked Downloads

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