This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Add the watermark using the Watermark bot to protect your documents and claim ownership. The watermark is visible to signers and on the exported copies of the document. Once added, the watermark cannot be removed.
Note: the bot is only available for the following documents: Document generation, PDF, and Document Placeholder.
Use case example: In a law firm, there's a need to protect confidential legal documents that are shared with clients, collaborators, and other parties. These documents may include contracts, legal opinions, and sensitive case files. To maintain document integrity, claim ownership, and prevent unauthorized sharing, the Watermark bot is used.
How to set up
When does the bot work by default:
The Add watermark bot activates when a document is opened for filling out by a recipient.
Add the bot depending on your needs as described in this article. You may install this bot in the step,between the steps or using All bots section.
Find the Add watermark bot in the list of bots and click Install bot.
Proceed with the Bot configuration. In the Select documents and watermark settings section:
Select the documents you intend to watermark in your workflow
Add the desired watermark text
Watermark text orientation: diagonal, vertical, horizontal
Choose the text color
Define the color transparency
Choose whether the watermark should be applied to all the pages or to the first one.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.
In case more than one Watermark bot is installed for different revisions, the watermark on the first revision will be replaced by the watermark from the later revisions.
When you are using Integration Export bots with the Watermark bot, the exported documents will also contain the watermark.