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.

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

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!]]

6. Save the document.

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:

Example:

• Salesforce Field = Opportunity.StageName
• Merge Field = Watermark_Text

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.

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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.

1. Prepare the Salesforce Record #

1. Open the Opportunity record.
2. Ensure the Private checkbox is selected.
   

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:

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.

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:

2. Configure:
   • The Data Source Field
   • The Watermark Merge Field

Example:

• Data Source Field = Opportunity.StageName
• Merge Field = Watermark_Text

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

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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.

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.
   

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.

3. Configure the Watermark #

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

3. Save the document.
   

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:

Example:

• Data Source Field = Opportunity.Name
• Merge Field = Watermark_Text2

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