29 Add Stamp/Watermark

Task: Stamp/Watermark

29.1 Description

The Add Stamp/Watermark task adds stamps or watermarks to PDF documents. You can use predefined standard stamps or define custom text.

Typical Use Cases

  • Document Status: Mark documents as “Draft”, “Approved”, or “Confidential”
  • Paid Stamp: Mark incoming invoices with “PAID” after payment
  • Copyright Protection: Watermarks with company name on documents
  • Copy Marking: Mark printed copies as such
  • Workflow Status: Add processing status to documents

29.2 General Settings

Enabled

Enable this option so the task is executed for matching PDF files. Disabled tasks are skipped.


29.3 Annotation Type

Annotation Type

Choose between two annotation types:

Type Description Application
Stamp Rectangular text with optional border Paid stamps, status markers
Watermark Semi-transparent, diagonal text Copyright protection, draft marking

29.4 Stamp Settings

Stamp Settings

Standard Text or Custom Text

You can choose between predefined standard texts and custom text.

Standard Texts

Icon Description
Draft Draft
Approved Approved
Experimental Experimental
NotApproved Not Approved
AsIs As Is
Expired Expired
NotForPublicRelease Not For Public Release
Confidential Confidential
Final Final
Sold Sold
Departmental Departmental
ForComment For Comment
TopSecret Top Secret
ForPublicRelease For Public Release

Custom Text

Enter your own text for the stamp. Placeholders are supported.

Examples: - PAID - PAID on <TodaysDate> - Reviewed by <RuleId:1(Reviewer)> - Copy - <TodaysYear4>-<TodaysMonth>-<TodaysDay>

Position

Select the position of the stamp on the page:

Position Description
Top left Left upper corner
Top center Top edge, centered
Top right Right upper corner (Default)
Middle left Left edge, vertically centered
Middle center Page center
Middle right Right edge, vertically centered
Bottom left Left lower corner
Bottom center Bottom edge, centered
Bottom right Right lower corner
Custom Free positioning in percent

Custom Position

When selecting “Custom”, you can specify X and Y coordinates in percent: - X Position: 0% (left) to 100% (right) - Y Position: 0% (top) to 100% (bottom)

Text Color

Set the color of the stamp text: - RGB Values: Red, Green, Blue (0-255 each) - Default: Dark red (139, 0, 0)


29.5 Watermark Settings

Watermark Settings

Text

Enter the text for the watermark. Placeholders are supported.

Examples: - DRAFT (Default) - CONFIDENTIAL - © Sample Company Inc - COPY

Font

Setting Description Default
Font Family Name of the font Arial
Font Size Size in points 72
Bold Use bold font Yes

Available Font Sizes: 24, 36, 48, 60, 72, 84, 96, 120, 144

Color and Transparency

Setting Description Default
Text Color (RGB) Red, Green, Blue (0-255 each) Light gray (200, 200, 200)
Opacity 0.0 (transparent) to 1.0 (opaque) 0.3 (30%)

Recommendation: A low opacity (0.2-0.4) ensures the watermark doesn’t cover the document content.

Rotation

Select the rotation angle of the watermark:

Angle Description
Horizontal
-45° Diagonal from bottom left to top right (Default)
-90° Vertical (readable from bottom to top)
45° Diagonal from top left to bottom right
90° Vertical (readable from top to bottom)

Available Angles: 0°, ±15°, ±30°, ±45°, ±60°, ±90°

Position

Position Description
Centered One watermark in the page center
Tiled Multiple watermarks distributed across the entire page

Tile Spacing

With tiled arrangement, you can set the spacing between watermarks: - Horizontal Spacing (X): Default 200 points - Vertical Spacing (Y): Default 200 points


29.6 Page Selection

Page Selection

Determine on which pages the stamp or watermark should appear:

Selection Description
All pages On every page of the document
First page Only on the first page
Last page Only on the last page
Page range Specific pages or ranges
Pages with text Pages containing specific text
Pages without text Pages not containing specific text

Page Range

Specify pages as a range:

Input Effect
1 Only page 1
1-3 Pages 1, 2, and 3
1, 3, 5 Pages 1, 3, and 5
1-3, 5, 7-10 Pages 1, 2, 3, 5, 7, 8, 9, and 10
last Only the last page
last-2 The last 2 pages
8-last From page 8 to the end

Text-Based Selection

For “Pages with text” or “Pages without text”, enter the search text. Extended filter syntax is supported: - AND/OR Logic: Invoice<AND>2024 - Regular Expressions: <BeginOfRegex>INV-\d{5}<EndOfRegex> - Number Ranges: <NumberRange{1,999}>


29.7 Embedding Mode

Select how the annotation should be embedded in the PDF:

Mode Description Application
As Annotation Editable, can be removed later Temporary markings
Permanent Permanently integrated into page content Final markings (Default)

Recommendation: For legally relevant markings (e.g., “PAID”), use “Permanent” mode so the marking cannot be removed.


29.8 Storage Location

Directory

Specify the target directory for the processed PDF file.

Note: It’s recommended to use a separate folder for each processing step to ensure clear separation.

Filename

Set the name for the processed file.

Examples:

Input Result
(empty) Document.pdf (original name)
<FileName>_stamped Document_stamped.pdf

Name Collisions

Choose what should happen if a file with the target name already exists.


29.9 File Date

Adjust Creation and Modification Date

Optionally, you can change the file date of the processed file.


29.10 Afterwards

Call External Program

After adding the stamp/watermark, an external program can be started automatically.

Parameters: Available placeholders: - <PathIncludingFilename> - Full path of the processed file - <ParentDirectory> - Path of parent folder - <Filename> - Filename


29.11 Example: Paid Stamp on Invoices

Initial Situation

Incoming invoices should be marked with a “PAID” stamp after payment and archived.

Configuration

  1. Enabled: Yes
  2. Annotation Type: Stamp
  3. Standard Icon: No (custom text)
  4. Text: PAID on <TodaysDate>
  5. Position: Top right
  6. Text Color: Dark red (139, 0, 0)
  7. Page Selection: First page
  8. Embedding Mode: Permanent
  9. Directory: D:\Archive\Invoices\Paid
  10. Filename: <FileName>

Result

Original Processed
Invoice_001.pdf Invoice_001.pdf (with “PAID on 12/15/2024” on page 1)

29.12 Example: Watermark for Confidential Documents

Initial Situation

Confidential documents should be marked with a “CONFIDENTIAL” watermark appearing on all pages.

Configuration

  1. Enabled: Yes
  2. Annotation Type: Watermark
  3. Text: CONFIDENTIAL
  4. Font Size: 72
  5. Bold: Yes
  6. Text Color: Red (255, 0, 0)
  7. Opacity: 0.2 (20%)
  8. Rotation: -45°
  9. Position: Centered
  10. Page Selection: All pages
  11. Embedding Mode: Permanent
  12. Directory: D:\Documents\Confidential

Result

All pages of the document show a diagonal, semi-transparent “CONFIDENTIAL” watermark in the center.


Initial Situation

Documents should be protected with a tiled copyright watermark.

Configuration

  1. Enabled: Yes
  2. Annotation Type: Watermark
  3. Text: © Sample Company Inc
  4. Font Size: 36
  5. Opacity: 0.15 (15%)
  6. Rotation: -30°
  7. Position: Tiled
  8. Horizontal Spacing: 250
  9. Vertical Spacing: 200
  10. Page Selection: All pages

Result

The copyright watermark appears multiple times distributed across each page, so it cannot be easily cut out.


29.6 Tips and Notes

Placeholders in Text

Both stamps and watermarks support placeholders: - <TodaysDate> - Current date - <TodaysYear4>, <TodaysMonth>, <TodaysDay> - Date parts - <FileName> - Filename - <RuleId:N(RuleName)> - Extracted data

Text Color for Stamps

For good visibility and professional appearance: - Dark red (139, 0, 0): Classic for “PAID” or status stamps - Dark blue (0, 0, 139): Professional for approvals - Dark green (0, 100, 0): Positive for “Approved”

Watermark Opacity

Opacity Effect
0.1 - 0.2 Very subtle, text remains easily readable
0.2 - 0.4 Clearly visible, slight readability impact
0.4 - 0.6 Dominant, may impair readability

Permanent vs. As Annotation

  • Permanent: More secure, as it cannot be removed. Ideal for legal or final markings.
  • As Annotation: More flexible, can be removed if needed. Useful for temporary markings or review processes.

Combination with Other Tasks

Typically place “Add Stamp/Watermark” before tasks like “Send Email” or “Copy File”, so subsequent tasks use the stamped document.