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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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)
Adding a new watermark to WorkBook
To add a new watermark to WorkBook go to:
Settings module > folders, reports & documents tab > select report layouts and watermarks
Go to the watermark setup tab > click the upload new watermark button
Select your .png file and upload it
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
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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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.
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
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
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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