Posted Wed, 03 Oct 2018 00:52:53 GMT by Jennifer Sorgman Senior Accountant

Are you able to put a watermark on financial statements?  We want to be issue draft copies of the financials before they are finalized and would like a DRAFT watermark printed on them if possible.

Posted Wed, 03 Oct 2018 01:13:34 GMT by System Administrator Portal Administrator User

Hello Jennifer,

In short, this could be accomplished. Here is the general process. (If you need help with these steps, please feel free to open a support case and support team can assist further). 


1. Go to Maintenance>>Constants and create a new Image Constant (The Draft Logo would be uploaded here)

2. Go to Maintenance>>Financial Designer>>Layout

3. Copy the financial needed and ensure that Draft is part of the Financials Name

4. Edit the newly copied report layout and changed the Mode from Row Editing to be Report Attributes

5. Set the Watermark Option and select the Draft Image Constant (created in step 1) and select the option: Fill Page

6. Click Assign and assign the report to the appropriate property(s)

7. Click Save

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