---
title: TEXT WATERMARK
description: "### **PDF Butler – TEXT WATERMARK Config Type** The `TEXT WATERMARK` Config Type allows you to dynamically populate a Word document watermark using Salesforce data. --- ### Change the text from a text watermark in the document. [TEXT WATERMARK](https://www.youtube.com/embed/1II0-LrvYgI?si=hisiUwGgXxgAX1H-) ####…"
url: "https://pdfbutler.com/academy/pdf-butler-academy/pdf-butler-by-configtype/text-watermark/"
updated: "2026-05-21"
category: PDF BUTLER BY CONFIGTYPE
---

# TEXT WATERMARK

### **PDF Butler – TEXT WATERMARK Config Type**

The `TEXT WATERMARK` Config Type allows you to dynamically populate a Word document watermark using Salesforce data.

---

### Change the text from a text watermark in the document.

[TEXT WATERMARK](https://www.youtube.com/embed/1II0-LrvYgI?si=hisiUwGgXxgAX1H-)

#### **1. Configure the Watermark in Microsoft Word**

Before configuring PDF Butler, the watermark must first be added to the Word template.

##### **Create a Custom Watermark**

1. Open the Word document.
2. Search for **Watermark** in Microsoft Word.
3. Select **Custom Watermark**.
4. Choose **Text Watermark**.
5. In the **Text** field, enter the merge field placeholder.
    Example:
    `[[!Watermark_Text!]]`

1. Save the document.

![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-12.28.17-300x289.png)

#### **2. Edit the Watermark Text (Optional)**

If you need to update or modify the watermark later:

1. Double-click the document header area.
2. Right-click the watermark.
3. Edit the watermark properties as needed.

#### **3. Configure PDF Butler**

##### **Create the Doc Config**

1. In Salesforce, create a **Word Doc Config**.
2. Upload the Word template in the **Doc Config Documents** section.

##### **Add the Data Source**

1. Open the **PDF Butler Editor**.
2. Add the required **Data Source**.

#### **4. Configure the TEXT WATERMARK Config Type**

1. Click **Add Config Type**.
2. Configure the following values:

| Field | Value |
| --- | --- |
| Type | `TEXT WATERMARK` |
| Data Source Field | The Salesforce field to display as watermark |
| Merge Field | The merge field used in the Word watermark |

Example:

- Salesforce Field = `Opportunity.StageName`
- Merge Field = `Watermark_Text`

![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-12.32.32-300x200.png)

#### **5. Save and Generate the Document**

1. Click **Save to Server**.
2. Generate the document from Salesforce.
3. Verify that the watermark displays the expected value.

---

### Show or hide a text watermark by criteria.

This configuration allows you to dynamically display a watermark only when specific conditions are met.

In this example:

- A watermark is only displayed when the Opportunity is marked as **Private**.

[TEXT WATERMARK - Show or Hide](https://www.youtube.com/embed/WYCGrYla25I?si=Xygvp0VuMPuiK4bX)

#### **1. Prepare the Salesforce Record**

1. Open the Opportunity record.
2. Ensure the **Private** checkbox is selected.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.08.14-300x139.jpg)

#### **2. Create the Word Doc Config**

1. Create a new **Word Doc Config**.
2. Upload the Word document template in the **Doc Config Documents** section.

#### **3. Configure the Data Source**

1. Open the **PDF Butler Editor**.
2. Add the required **Data Source**.

#### **4. Create a PARAGRAPH Config Type**

1. Click **Add Config Type**.
2. Configure the following values:

| Field | Value |
| --- | --- |
| Type | `PARAGRAPH` |
| Data Source | Select the appropriate Data Source |
| Merge Field | The merge field used in the template |

#### **5. Configure Merge Field Removal**

1. In the **Remove MergeField Action** section:
   - Select **MergeField Only**

#### **6. Add the Conditional Logic**

1. Add a condition to the `PARAGRAPH` Config Type.

Example:

- If `Opportunity.Private = True`

This condition controls when the watermark section should be applied.
 **![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.14.35-300x274.jpg)**

Click **Save**.

#### **8. Add a Child Config Type**

1. Under the `PARAGRAPH` Config Type, create a new **Child Config Type**.

#### **9. Configure the TEXT WATERMARK**

1. Set the child Config Type to:

| Field | Value |
| --- | --- |
| Type | `TEXT WATERMARK` |

1. Configure:
   - The Data Source Field
   - The Watermark Merge Field

Example:

- Data Source Field = `Opportunity.StageName`
- Merge Field = `Watermark_Text`

![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.17.53-300x203.png)

#### **10. Save and Generate the Document**

1. Click **Save to Server**.
2. Generate the document from Salesforce.
3. Verify that:
   - The watermark only appears when the Opportunity is marked as Private
   - The watermark displays the expected value
   - Formatting is preserved correctly

---

### Have multiple sections in your MS Word with each having their text watermark.

This configuration allows different sections of a Word document to contain independent watermarks.

By separating document sections and disabling header linking, each section can display its own dynamic watermark.

[TEXT WATERMARK - For different MS Word Sections](https://www.youtube.com/embed/qT36wXZXPVs?si=rN-cuj3FjZ0C2pis)

#### **1. Prepare the Word Document**

##### **Create Multiple Sections**

1. Open the Word document.
2. Create two or more sections in the document.

##### **Insert a Section Break**

1. Place the cursor where the new section should begin.
2. Insert a **Section Break**.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.35.37-300x160.jpg)

#### **2. Configure Independent Headers**

Each section must have its own independent header to support different watermarks.

1. Double-click inside the header area of the new section.
2. In the Header settings, disable:
   - **Link to Previous**

This ensures the watermark in the new section is independent from the previous section.
 ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.36.58-300x189.jpg)

#### **3. Configure the Watermark**

1. Right-click the watermark text.
2. Update the watermark name or merge field as needed.
    Example:
    `[[!Watermark_Text2!]]`

1. Save the document.
    ![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.38.45-300x270.jpg)

#### **4. Configure PDF Butler**

##### **Create the Word Doc Config**

1. Create a new **Word Doc Config**.
2. Upload the Word document template in the **Doc Config Documents** section.

##### **Add the Data Source**

1. Open the **PDF Butler Editor**.
2. Add the required **Data Source**.

#### **5. Configure the TEXT WATERMARK Config Type**

1. Click **Add Config Type**.
2. Configure the following values:

| Field | Value |
| --- | --- |
| Type | `TEXT WATERMARK` |
| Data Source Field | Salesforce field used for the watermark |
| Merge Field | Merge field configured in the Word watermark |

Example:

- Data Source Field = `Opportunity.Name`
- Merge Field = `Watermark_Text2`

![](https://pdfbutler.com/wp-content/uploads/2023/08/Screenshot-2026-05-21-at-14.42.00-300x212.jpg)

#### **6. Save and Generate the Document**

1. Click **Save to Server**.
2. Generate the document from Salesforce.
3. Verify that:
   - Each section displays the expected watermark
   - Watermarks are independent between sections
   - Formatting and section breaks are preserved correctly