Setting up watermarks

Note: You must have hub admin rights to do this.

You can create watermark templates and set them to be used in the M-Files Explorer and M-Files Views widgets. Watermarks are added to documents when they are viewed or printed.

Use watermarks to show information such as document status (for example, Draft or Confidential) or details like date or user information.

Important: Watermarks in M-Files Hubshare are not a security feature. They only show information and do not restrict access to the original document.

Creating and editing watermark templates

To create a watermark template:

  1. On the sidebar of a hub, move your cursor to the Manage hub icon () and select Watermarks.
  2. In Select or create watermark templates, click Create watermark template ().
  3. In Edit watermark template, specify the name, content, font, font size, and font color of the watermark.
    In Text, you can use the buttons to add dynamically changing content to your watermark. You can copy and paste the resulting tag to a different place in your watermark content. For example, the [DATE] tag is replaced in the watermark with the date when the document is viewed or printed.
  4. In Select watermark location, select where on the document you want the watermark to be added.
  5. Click Save.
To edit an existing watermark template:
  1. On the sidebar of a hub, move your cursor to the Manage hub icon () and select Watermarks.
  2. In Select or create watermark templates, use the drop-down menu to select a template.
  3. Do the steps from 3 to 5.

Managing watermark templates

To manage how the watermark templates are used:

  1. On the sidebar of a hub, move your cursor to the Manage hub icon () and select Watermarks.
  2. Click Configuration.
  3. In Dashboard, set the watermark options to use for M-Files Explore and Views widgets:
    1. In Watermark template, select the watermark template to use for the widgets.
    2. In Targeted users, select the users for whom the watermarks are added.
      Watermarks are added to documents when they are viewed or printed.
  4. Click Save.