Watermark → Create a watermark template and use it (video walkthrough)

This video shows two things:

1. How to create a reusable watermark template (so you don’t redesign it every time)
2. How to apply that template to a secure share link for a document

Part A — Create a watermark template

Step 1 — Open the Watermarks section

1. In the DocKosha dashboard sidebar, click Watermarks.

Step 2 — Start a new template

1. On the Watermarks page, click Create watermark.

Step 3 — Fill in the basics (name + content)

1. In the “Create watermark template” popup:
   • Set Template name to something you’ll recognize later (in the video it’s “Confidential”).
   • Keep Content type as Text.
   • Set Watermark text (in the video it’s “CONFIDENTIAL”).

Step 4 — Choose how the watermark is placed on the page

1. Under Layout → Pattern style, select Single.
   • “Single” = one big watermark on each page (instead of a repeated grid pattern).

Step 5 — Tune the look (rotation, opacity, size, color)

1. Under Layout → Rotation, drag the slider until the watermark becomes diagonal.
   • In the video it’s set to ~45°.
2. Under Appearance:
   • Set Opacity so it’s visible but doesn’t destroy readability.
     • In the video it’s 55%.
   • Set Font size to match the page size.
     • In the video it’s 2.4rem.
   • Choose a Color.
     • In the video it’s red (#FF3838).

You can watch the right-side Preview update instantly while you move sliders.

Step 6 — (Optional) Test “Dynamic Preview”

1. In Dynamic Preview, you can simulate what it would look like if you later add extra viewer info (email/IP/time) under the watermark.
2. This is preview-only here, so it helps you check spacing/layout before saving.

Step 7 — Save the template

1. Click Save Template.
2. You’ll see a confirmation like “Watermark saved”.

Step 8 — Confirm it exists in the template list

1. You’re returned to the Watermarks list.
2. The template Confidential now shows up as a saved template you can reuse.

Part B — Apply the watermark template to a share link

Step 9 — Open the document you want to share

1. Go to Documents.
2. Open the document (in the video it’s “Theory of Everything.doc”).

Step 10 — Go to the Share tab

1. Inside the document view, click Share (top-right area).

Step 11 — Create a new link

1. In “Existing Links”, click New Link.

Step 12 — Set link basics (name + URL)

1. In the link creation screen (tab Basics):
   • Give the link a name (in the video: “Watermark link”).
   • Optionally set a Custom URL slug (in the video: “investor-update-march”).
   • Expiration is optional (left empty in the video).

Step 13 — Turn on watermarking in Security

1. Go to the Security tab.
2. Enable protections (the video shows):
   • Screenshot protection = ON
   • Watermark = ON

Step 14 — Select your saved watermark template

1. Under Watermark → Template, pick Confidential (the template you created in Part A).
2. Double-check it’s selected (the video explicitly calls this out).

Step 15 — (Optional) Add “dynamic watermark” lines

1. Under Dynamic watermark, you can add contextual lines below the watermark such as:
   • Include email
   • Include IP
   • Include date & time
2. Note: in the UI, Include email typically requires email verification/collection, so enable that only if you want it.

Step 16 — Create the share link

1. Click Create.

Step 17 — Verify the link appears

1. Back in Existing Links, you now see the new link labeled Watermark link.
2. It shows tags like Watermark (and Screenshot protection in the video).

Step 18 — Open the share link and confirm the watermark shows

1. Copy/open the link.
2. The viewer sees the document with the CONFIDENTIAL watermark stamped diagonally across the page.

What this setup achieves (in plain English)

• Templates let you define watermark design once (font, color, angle, style) and reuse it.
• Per-link security lets you decide which share links get watermarking (and other controls like screenshot protection).
• Dynamic watermark (optional) can embed viewer context (email/IP/time) to discourage leaks and improve traceability.