Add a Text Watermark to a Document Template

Enhance document security and status visibility by adding a custom watermark to a Microsoft Word template. By using a token inside a text box, you can dynamically display the appropriate label in the generated document. Standard Microsoft Word watermarks found under the Design tab are not supported.

1. In your Microsoft Word document template, go to the Header & Footer tab.
2. Insert a token.
   Use a token to dynamically control the watermark text without modifying the Word template. For example, you can update the data mapper to switch between DRAFT and FINAL.
   1. On the Insert tab, select the Text Box.
   2. Inside the text box, enter {{watermark_text}}.
   3. Right-click the text box, and select Format Shape.
   4. For Shape Fill, select No Fill, and for Set Shape Outline, select No Outline.
3. Configure the font.
   The generated PDF preserves the font style, size, and opacity configured in the DOCX document.
   1. Set the font size to a large value, such as 80 points (pt).
   2. Set the font color to light gray to ensure readability of the foreground text.
   3. Use the rotation handle to turn the text box diagonally.
4. Position the text box.
   1. Select the text box, and go to Wrap Text.
   2. Select Behind Text.
   3. Drag the text box to the center of the page.
5. Close the header and save your file.
6. Map the token to a value in Salesforce.
   1. From the App Launcher, search for and select Document Generation Process.
   2. Select the process record associated with the template. Using the Context Service token-mapping method, locate the Token Data field. Enter the value that you want to appear in place of the token. For example, token data: {"watermark_text": "CONFIDENTIAL"}.