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A watermark is your branded header & footer (similar to a letterhead) that is used to include your branding on price quotes, invoices and purchases orders.

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Layouts

write something here - look at Checklist slides

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Creating a new 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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Adding a new watermark to WorkBook

To add a new watermark to WorkBook go to:

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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.

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  • Repeat the

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Write something

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Replacing an existing watermark

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.

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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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