Add a Watermark to a PDF Online in Dynamics 365

The best document editing solution for Dynamics 365
DaDaDocs Dynamics integration
The DaDaDocs Dynamics 365 integration is a complete online PDF editor for typing, editing, erasing, blacking out and annotating text as well as signing PDF documents within Dynamics. Collaborate on documents in your Dynamics account and make them available for filling by anyone on any mobile device.

Add Watermark to PDF Online

Have you ever needed to add watermarks to a sales contract or invoice stored in your Dynamics 365 account?

If you want to use Word or PDF document stored in Dynamics 365 as a sample or indicate that it is the property of your company, you might need to make it visible on the document itself. DaDaDocs makes it easy to add custom watermark text.

In the past, you probably had to print the document, and write "sample" across the page manually. Or you had to have the document prepared specially using the services of a graphic designer. Either way, you had to have a printer or a scanner, or some kind of special software. DaDaDocs now offers you an easier way to add watermark to Word or PDF documents with full control over size,opacity, and orientation.

To get started, click on Sales and select a required entity, for example, Opportunities.

DaDaDocs integration with Dynamics 365

Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.

DaDaDocs integration with Dynamics 365 account

Choose the document you would like to edit and press Edit Document.

DaDaDocs for Dynamics 365

When editing your document, click the Watermark tab on the right.

DaDaDocs for integration with Dynamics 365

Enter your desired watermark text in the text field, choose its orientation with the corresponding button, and use the sliders to set the size and opacity. To apply your watermark only to certain pages, click page range and enter the desired pages. To show or hide the watermark, check or uncheck the corresponding checkbox.

Integrate DaDaDocs with Dynamics 365

When you've done editing your watermark, click Close in the top right corner to return to the standard editing tools. The watermark you've made will be visible on the document as you continue editing.

DaDaDocs Dynamics 365 integration

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form
  • Use checkboxes, drop-down menus, date and signature fields, formulas and images
  • Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
  • eSign documents and collect signatures
  • Get instant notification with a copy of the document once it's been filled out
  • Work together on any device to access, edit, collaborate and comment on a single document

Learn More with Guidebooks

Dynamics 365 Guidebook
PDFfiller's DaDaDocs for Dynamics 365 Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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