Overview
In the Trust Center, organizations can add watermarks to PDF files, which better protects confidential information and indicates the validity of legal documents.
This can be implemented globally or on a per-document basis, and will apply when an authenticated Account Member downloads a document from your Trust Center.
The watermark includes:
The Name of the downloading account member
The Email of the account member
A UTC timestamp in ISO 8601
Notes
Only PDF files are supported
Password-protected PDF files are NOT supported
The watermark will only apply to Restricted Items, not Public Items
Global Setup
As an Admin, navigate to Trust Center > Settings > Documents
Toggle Watermark PDF files
Optionally, toggle Hide "Downloaded from SafeBase" footer
By default, this adds a SafeBase footer to each PDF file
Click Save
Per document
As an Admin, navigate to Trust Center > Documents
Click on an individual document
Click the Watermark dropdown and change as needed
Click Save
Example of Watermarked PDF
Troubleshooting
If a PDF has hyperlinks, users may run into issues post-watermark where the links are no longer clickable. This may be due to how the PDF was generated.
Try opening the PDF and saving another copy in something such as Preview in macOS or Adobe Reader on Windows. This should resolve the issue.