Set a Default Watermark

Use Report Layouts and Watermarks in the Folders, Reports, & Documents submodule in the Settings module to set a default watermark for a Company, department, debtor, or client. You can then use that watermark as the default watermark on Purchase Orders, Price Quotes, invoices, and debtor interest notes.

Before you can set any watermark as the default watermark, you must first upload it in the Watermark Setup tab. For instructions, see Upload a Watermark.

To use Report Layouts and Watermarks, you must have access to Settings as defined in User Access Rights under Settings.

To set a default watermark:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to set a default watermark.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Layouts and Watermarks.
4. Click the Report Watermarks tab.
5. On the grid toolbar, click Add New Watermark .
6. In the Add New Watermark dialog box, select or specify the values for the following fields:
   • Report
   • Watermark
   • Reference Type
   • Group
   • Priority
7. Click OK.
   By default, the watermark is activated. To deactivate it, deselect the Active check box.