How to add a text watermark to a PDF document using Microsoft Flow, Azure Logic Apps or PowerApps

This is the second article in our "How to use Watermarks" series. We hope these articles will help you to get the best out of watermarking PDFs using Plumsail Documents in Microsoft Flow.

Before we dive in, here is where we are in our "How to use Watermarks" series:

  1. How to use an image type watermark to automatically add a company logo to PDF files and save them in a new folder.
  2. How to use a text type watermark to prevent documents dissemination.
  3. How to use a PDF type watermark to add a watermark with a specific design to PDF documents generated on submitting a form.

Add watermark to PDF action supports a few types of watermarks  —  Text, Image, and PDF:

Selection of the watermark type

So, let us have a look at how to add a text watermark to a document.

Use custom text watermark

Classify your documents

A watermark that states "Confidential" or "For internal use only" can be a reminder to others about how they should be handling the document. For example, people who have access to a document may be more conscious of leaving it open on their computer screen while they walk away from it if it states "Confidential".

Show the status of a document

You may also use the text type watermark to show the status of a document  — such as Reviewed, Approved, or Draft — so that other users immediately recognize the status of the document you have shared.

Identify the perpetrator if the document is leaked

Imagine you need to send confidential documents outside of your organization. Adding a watermark that identifies the recipient can be an effective deterrent for people who might disseminate the information. Besides the email address, you may also use such information as the person's name and the time/date to protect PDF document and identify the leak if copies of the protected documents suddenly start circulating.

Let's have a look at an example.

Let's say you have a list of recipients in your SharePoint site:

A list of recipients

You need to send them a confidential document you would prefer not be spread around. For example, a price list.

You can create a flow that is started on a particular item from the list:

Start the flow on a particular item from the list

Here is how the entire flow looks like:

Use custom text type watermark

Create the flow

Let us have a look at each step of the flow.

Flow trigger

Please navigate to MS Flow, create a flow and find For a selected item action from the SharePoint connector. Using this trigger will allow you to start the flow on a selected item manually. Set your Site Address and the List name:

Flow trigger

Get item

Get item data using Get item action from the SharePoint connector. Put here ID from the output of the For a selected item action:

Get item

Get file content

Get the file you are going to send with help of Get item action from SharePoint connector:

Get file content

Add a watermark to PDF

This is an action from Plumsail Documents connector.

Choose Text type of the watermark. Put here File content from the output of the Get file content action and the recipient's Email from the output of Get item action.

We set custom values for Angle, Font Size, Color, Watermark position, and Opacity. You may check detailed information on how to use these and other settings here.

Add a watermark to PDF

Send an email

We used Send an email action from Office 365 Outlook connector, but you can choose another one. Attachment content is the output of Add watermark to PDF action.

Send an email

That is it. The recipient will receive the price list with their email address as the watermark. It will potentially discourage leaks by identifying the recipient.

Protected price list

Conclusion

We hope this series of articles on using Add watermark to PDF action will help you to ascertain the proper use of your PDF documents. If you haven't used Plumsail Documents yet, registering an account would be the first step. It is quite easy to get started.

Hint

For more security options please have a look at Protects PDF action. It allows you to add passwords, copy-, printing-, and other protections to PDF files with the help of Microsoft Flow and Azure Logic Apps.