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We have a CLM workflow where we send out a document in draft mode, then later, send final draft.  The users keep signing the DRAFT documents.

To solve this, I found the action/step to Add watermark to a document, but I could not find any way to remove that watermark.

I also thought I could make a copy of the document first, then watermark it, but if the user made changes, I wouldn’t be able to get them back to the original.

Does anyone know of a way to remove the watermark for a document in CLM Workflow?

Hello ​@extol7 

Welcome to the DocuSign Community!

In CLM Workflow, once a watermark is applied to a document, there isn't currently a native action to remove it directly from the same document version. Unfortunately, this means you can’t just toggle the watermark on and off within the same file.

A few potential workarounds to consider:

  1. Use Watermarked Copies for Drafts: Instead of applying the watermark to the working document, create a copy specifically for review purposes. This keeps the original intact for future edits and avoids having to remove the watermark later.

  2. Track Revisions Separately: Encourage users to comment or suggest changes rather than directly editing the draft, which allows you to merge necessary edits back into the original clean version later.

  3. Final Version Control: As part of your workflow, restrict signing permissions to only the final approved version. You can add a workflow step to disable signing on drafts or apply conditional rules based on document status.

Thanks!

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Thank you, I will look into each workaround to see which one works best

 

Jon

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