Overview: Admin users in the Active Platform can set up and manage multiple watermarks for the firm through the Admin Centre. Watermarks created here are available for use in merge templates and document generation.
Please refer to the Glossary for definitions of key terms used in this article.
Accessing the Admin Centre
Navigate to the Active Platform home page. Click on your name icon and click Admin Centre.
Click Watermarks under the Documents banner.
Creating a watermark
To create a new watermark, click Add Watermark.
A pop-up will appear with a Text field. Enter the text to display as the watermark and click Add. This will open the watermark creation page.
Styling
Use the Styling section to configure how the watermark appears on the page. The following options are available:
Font Family sets the typeface used for the watermark text
Size controls the font size of the watermark text
Colour sets the colour of the watermark text
Style applies formatting to the watermark text; the options available are Bold, Italic, and Underline.
Transparency controls how opaque or transparent the watermark appears on the page. A higher transparency value makes the watermark more subtle.
Rotation angle sets the angle at which the watermark text is displayed across the page, for example, diagonal or horizontal.
Position sets where the watermark appears on the page.
Use the Preview button to validate the styling before saving. Each setting can be adjusted and previewed as many times as needed.
Once complete, click Save.
The watermark will appear in the watermark list and will be available for use in merge templates and document generation.
Editing and deleting a watermark
Click an existing watermark in the list to open the watermark details page.
To update a watermark’s styling, adjust any of the styling settings as needed and use the Preview button to review any changes before saving.
Once complete, click Save to apply the changes.
To delete the watermark, click Delete.
Note: Deleting a watermark is permanent and cannot be restored. Documents already generated using this watermark will not be affected, but the watermark will no longer be available for new documents or templates.