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Creating a new
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watermark
The watermark should be formatted to fit across the top of the page and setup in the following format:
PNG file
300 dpi
2480 x 3508 pixels (A4) or 2550 x 3300 (US letter)
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Settings module > folders, reports & documents tab > select report layouts and watermarks
Go to the watermark setup tab > click the upload new watermark button
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Select your .png file and upload it
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Defaulting your watermark
In WorkBook you can set up different watermarks for different companies, departments, debtors or clients.
In the settings module > folders, reports & documents tab > select report layouts and watermarks
Go to the report watermarks tab > click the upload new watermark button
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In the example below, we set the watermark named ‘Watermark 1’ as default for price quotes on the client ‘Are Century Corp’. So next time a price quote is created for that client, ‘Watermark 1’ will automatically be set.
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write something
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Write something
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Replacing an existing watermark
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Deleting watermarks
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When your agency changes address or updates it’s branding, you will need to create a new watermark and replace the existing watermarks. This is a very simple process in WorkBook.
Back in the settings module > folders, reports & documents tab > select report layouts and watermarks
Go to the watermark setup tab > click the overwrite current watermark button
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Select your .png file and upload it
This will then replace the old watermark png with the new one for all reports where the watermark was in use
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Deleting watermarks
If you have a watermark that is no longer in use, you may wish to delete it.
In the settings module > folders, reports & documents tab > select report layouts and watermarks
Go to the watermark setup tab > click the delete selected watermark button
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