Prerequisites

• Access to SoftExpert Process.
• Access to the File > Automation > Status (PM044) menu.
• Access to the Process (PM063) menu.
• User with a "Manager" license.
• User with the "Edit" control enabled in the security list of the process.
• If the "ISO9000" or "Workflow" revision control has been configured in the selected process type, it will be necessary to create a revision to edit it.
• If the selected process has a "Simplified" revision control, it will be necessary to enable editing to perform it.
• Properly configured watermark.
• Watermark associated with the document category.

Introduction

SoftExpert Document allows for using watermarks in the electronic files of documents for greater protection of intellectual property, labelling them with origin and characteristic information.  

It is also possible to apply the watermark to electronic files being revised via Workflow.

To do so, it will be necessary to define the watermark that will be applied to the status of the workflow revision activity and associate the status with a defined watermark with the revision process activity.

See how to perform these operations below:

Defining the watermark that will be applied to the status of the revision activity via workflow

1. Access the File > Automation > Status (PM044) menu.

2. Select a status from the Document component and click on the button.

3. In the Control tab, go to the Watermark status option.

4. Select a status in the Enable column. Thus, the configurations will be applied to the status chosen for the activity.

5. Click on the button to save the changes.

Associating the status with a defined watermark with the revision process activity

1. Access the Process (PM063) menu.

2. Locate the process and hover the mouse over it.

3. Expand the More button and click on Open flowchart.

4. Select, in the flowchart, the process revision activity that will display the watermark on the electronic file when executed.

5. Click on the Data button on the toolbar.

6. On the screen that will be opened, expand the Configuration button and click on Revision.

7. In the Revision status field, select the desired watermark status.

8. Click on Save to save the changes.

Conclusion

Thus, the watermark can be used in the electronic file under revision. Once the watermark is visible in the electronic file, it will be possible to increase protection to your brand and intellectual property.