Add custom watermarks for Sent links

Add a watermark to a document you are sharing with others to prevent misuse and protect the document, to track distribution, and to add a professional appearance. The Diligent Data Room system has a default watermark that includes the recipient email and a time stamp. In addition to the default watermark, which cannot be edited, you can add up to 20 characters that can be team room-specific. As team room manager you can add the text from your team room view.

Note

  • This feature needs to be enabled by your Customer Support team.

  • Any custom text added by your organization administrator will become part of the default watermark.

  • Only supported file formats can be watermarked. The recipient cannot download the document if a file format is unsupported and a watermark is applied.

  1. Go to your data room and select the Policies tab.

  2. Scroll down to Watermark documents in Sent links and select the Activate check box.

    All documents sent from your data room using Sent links will be watermarked with the default.

    Note

    This may be marked as Set by Administrator. This means it has been set at Organizational level and cannot be edited by you. Contact your Administrator with any queries.

  3. Go back to the navigation panel and select Custom watermark.

  4. In the Additional watermark text field enter your custom text to a maximum of 20 characters.

  5. Select Preview to view the layout of the watermark before saving.

  6. Select Save.

The custom text will now appear in addition to the default on any watermarked items.