Hello, how can we help you?

Recent Searches: Copilot - 2.2.2 - Workspace - 2.2.2 - Workflow - 2.2.2 - Training - 2.2.2

Defining the text information type in the watermark

 

Prerequisite

  • Access to the Configuration > Document > Watermark (DC045) menu.

 

Introduction

Watermarks can display different types of text information. Before associating them with a category, it is necessary to define the information type that will be displayed in the watermarks of the documents.

See below the steps to define the information type that will be displayed in the watermark:

 

Defining the displayed text information

1. Access the Configuration > Document > Watermark (DC045) menu.

2. Select the desired configuration in the list of pending records and click on .

3. On the watermark configuration data screen, select the status in the General tab.

4. In the listing on the lower part of the screen, click on the button on the side toolbar to add new text. To edit text, click on .

5. Once the new screen is opened, select the Text item tab and click on the button.

6. On the screen that will be displayed, define the text information that will be displayed in the watermark in the Type field.

Information type 

Object property The watermark will be composed of a property of the document to which it will be applied. In the Item field, select the option that corresponds to the desired document property.
Attribute The watermark will display the value of an attribute associated with the document. Select the desired attribute in the Attribute field. If the selected attribute is of the "List of values" type, the value will be used without translation, that is, the translated values will not be applied to the watermark.
Tokens The watermark will be composed of a token customized in the Configuration component, through the Configuration > Customization > Token (CM025) menu. In the Default text field, select the desired token.
Fixed text The watermark will be composed of a specific text. In the Text field, enter the desired text. It is also possible to select a docvariable.
Logged user The watermark will be composed of information of the logged user. In the Item field, select the option that corresponds to the desired logged user property: login, user ID, name, etc.
Print date The watermark will consist of the date on which the electronic file was printed. In the Format field, select the desired date format.
Print time The watermark will consist of the time on which the electronic file was printed. In the Format field, select the desired time format.
Digital signature The watermark will be composed of information of the user who digitally signed the electronic file to which it will be applied. In the Item field, select the option that corresponds to the user property you wish to use.
Product data The watermark will be composed of product data. This item type is applicable to controlled copies, as a copy protocol is generated in those cases, and some of its data can be used as a watermark. In the case of uncontrolled copies, if they are generated through the copy distribution screen, it is also possible to use the protocol data. In the Item field, select the option that corresponds to the protocol data you wish to use.
Link to file  When generating the watermark, the system also generates a link to access the electronic file of the document. In the Format field, select the option that corresponds to the link presentation format (QRCode or text).
Link to the signature portal The watermark will become a link to the signature portal of the electronic file. This portal can be accessed by external users. In the Format field, select the desired option to display the link (QRCode or text).

The Link to file and Link to the signature portal fields will be available only if the status to which the watermark is being configured is "Conversion to PDF".

 
 

7. Click on to save the changes.

 

Conclusion

Thus, the information type has been defined. From now on, it will be possible to add a text item to the watermark to increase the identification and protection of your brand!


Was this article helpful?