Customer is using watermark for all not approved contracts #

Customer is using M-Files as an enterprise content system for the almost entire business. They are managing opportunities, proposals, commercial contracts, business contracts, employee contracts and other different documentation and information. They are creating documents in M-Files, and all documents are created from templates and go through the Document Approval workflow (Picture 1). They wanted to avoid that contracts are sent to a customer before being reviewed, approved and active.

With Document Processing they solved their case by converting document to PDF when document is created from Word template. Document have “Draft” watermark on all pages.

Configuration of Document Processing #

In “Draft” state, customer added watermark with “DRAFT” text on all document pages (Picture 2).

When documents are approved and active, we don’t need “DRAFT” text as now we have an official document. In state Active, the customer configured that watermark is removed (Picture 3).

In very simple ways, customer made all contracts “safe” from the business perspective and less liable for human error or edgy manipulation.

Stamping documents when they are approved #

Customer wanted to add a stamp on the last page of a document and convert it to PDF so that they can guarantee that document and their approval process. That process customer easily solved with Extended document processing, and signature option like it’s shown on Picture 4.

Specifies whether any existing watermark or signature previously added to the document will be removed before adding the watermark specified in this state.