A watermark is a partially transparent element placed on a file to discourage recipients from copying file content. Watermarks are commonly used to emphasize the confidentiality of the sent file.

With Dynamic Watermark, you can add customized watermarks that will appear in Digify's file viewer for the following file types:

  • Portable Document Format (.pdf)

  • Microsoft Office files (.doc, .docx, .ppt, .pptx, .xls, .xlsx)

  • Text file (.txt)

  • Images (.jpg, .png)

  • Videos (.mp4, .mov)

âť— Note: If you want to require your file recipients or data room guests to download your files with watermarks every time, you must set your file recipients' or data room guests' permissions to "Download (PDF)". This way, every time a recipient or guest downloads a file, it will be downloaded as a PDF with your customized Dynamic Watermark. This currently applies to Microsoft Office files, text files, images and PDFs.

đź’ˇ Pro Tip: Dynamic Watermark will appear differently for images, Excel files and videos as compared to PDF and certain document files (e.g. .doc, .ppt). Learn more

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How to use watermarks with different access settings

Depending on your goal, you can choose the following combinations when watermarking your files:

Access + Dynamic Watermark display

Description

Sample

Anyone with the link + IP address of viewer

File will be watermarked with the viewer’s IP address.

Only people I specify + Email address of viewer

File will be watermarked with the viewer’s email address.


How to add watermarks when sending a file with Document Security

Step 1: From your dashboard, click on Send Files in the sidebar.

Step 2: Upload your file.

Step 3: Under Dynamic Watermark, click on the toggle to turn on.

Step 4: Customize the watermark to your desired settings.

Under Display, select what you want to reflect in your watermark. You may select up to four options:

  • Text: Type the text you want in your watermark. As a default, "CONFIDENTIAL" is written in the field, but you may edit it as you wish.

  • Email address of viewer: Includes the viewer’s email address. Note that this option won't work if you choose "Anyone with the link (no email verification)" under Access, as the system won't be able to verify the viewer's email address.

  • IP address of viewer: Includes the viewer’s IP address.

  • Date and time viewed: Includes the date and time that the file was viewed.

Under Color, choose a color for your watermark: gray, red or blue.

Under Style, you may select from Center, Tiled, Top Left, Top Right, Bottom Left or Bottom Right.

Step 5: Choose the remaining settings for your file.

Step 6: Once done, click on the Send & notify recipients button to notify your recipients via email. Otherwise, click on Get link & skip notification to receive a link that you can share with your intended recipient(s).


How to add watermarks to files in a data room

Step 1: From your dashboard, click on Create a data room. If your data room has already been created, you may ignore this step and skip to Step .

Step 2: Under Dynamic Watermark, click on the toggle to turn on.

Step 3: Customize the watermark to your desired settings.

Under Display, select what you want to reflect in your watermark. You may select up to four options:

  • Text: Type the text you want in your watermark. As a default, "CONFIDENTIAL" is written in the field, but you may edit it as you wish.

  • Email address of viewer: Includes the viewer’s email address. Note that this option won't work if you choose "Anyone with the link (no email verification)" under Access, as the system won't be able to verify the viewer's email address.

  • IP address of viewer: Includes the viewer’s IP address.

  • Date and time viewed: Includes the date and time that the file was viewed.

Under Color, choose a color for your watermark: gray, red or blue.

Under Style, you may select from Center, Tiled, Top Left, Top Right, Bottom Left or Bottom Right.

Step 4: Choose the remaining settings for your file.

Step 5: Once done, click on Create data room.


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