How to conditionally remove a watermark in DocumentsCorePack templates

1108 views 0 Updated on September 4, 2024

This article describes a method to conditionally remove a watermark in a Word template created with DocumentsCorePack (DCP).

The method involves setting up a watermark using the standard Word feature, then defining conditions for when to remove the watermark in the Advanced template settings. In this example, the watermark is removed when the quote is set to active.

Add Watermark: In order to add a watermark to a template, you can use the built-in feature in Microsoft Word. In this specific example, the watermark being added is a red word “draft” to a quote template.

Word Template with a Watermark stating "Draft"
Figure 1: Template with a “Draft” Watermark

Configure “Remove Watermark”:

  1. Open the Advanced template settings by opening the [Insert Mail Merge fields]-Taskbar -> [Advanced template settings].
  2. In the settings, you can find an option called [Remove Watermark]. This lets you choose when the watermark will be removed. In this case, it’s set to “If the quote is active”, which means that if the quote is in draft or inactive, the watermark will be there. If the quote is active it will not be visible.
Remove watermark settings in the template.
Figure 2: Remove-Watermark settings

Result: When we run this template against an active quote, we can see that the generated document does not show the “draft” watermark.

Sample result of final document without the watermark.
Figure 3: Generated document without Watermark

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

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