Add Text Watermark to Excel using Zapier

PDF4me Add Text Watermark to Excel adds professional WordArt watermarks to your spreadsheets automatically. Whether marking documents CONFIDENTIAL, adding DRAFT status, or branding with your company name, this action gives you complete control over appearance and placement. Customize text, font, size, color, bold/italic styling, transparency, and rotation—then position it precisely across a 9-point grid. Apply to selected worksheets or all sheets at once for consistent branding or security marking throughout your workbook.

Authenticating Your API Request

To access the PDF4me Web API through Zapier, every request must include proper authentication credentials. Authentication ensures secure communication and validates your identity as an authorized user, enabling seamless integration between your Zapier workflows and PDF4me's Excel watermarking services.

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Key Features

• WordArt Watermarks with four size presets or custom sizing
• Color & Font customization with bold/italic options
• Transparency control 0–100%
• Rotation -360° to 360°
• 9-Position Grid placement
• Worksheet Targeting by names or indexes

Parameters

Complete list of parameters for the Add action. Configure these parameters to control watermark appearance and placement.

Important: Parameters marked with an asterisk (***) are required and must be provided for the action to function correctly.

Parameter	Type	Description	Example
File Name***	String	Excel Document Name • Filename with .xlsx or .xls extension • Used for output identification • Supports dynamic naming from Zap variables	data.xlsx
Document***	File	Excel File Content • Map from previous step (Drive/Dropbox/HTTP) • Binary Excel document for watermark application • Workbook structure remains unchanged	[File]
Watermark Text***	String	Watermark Display Text • Text to display as WordArt watermark • Common examples: "CONFIDENTIAL", "DRAFT", "INTERNAL ONLY" • Supports dynamic values from scenario	CONFIDENTIAL
Text Size	Number	Watermark Size Preset • 1 = Small (50pt) • 2 = Medium (75pt) • 3 = Large (100pt, default) • 4 = Extra Large (150pt) • Larger sizes more visible but may obscure content	3
Text Color	String	Watermark Color • Hex code (#RRGGBB) or named color • Examples: #FF0000 (red), #808080 (gray), DarkBlue • Default: Black	#FF0000
Font Family	String	Font Family Name • Standard fonts: Arial, Calibri, Times New Roman • Ensure font available in Excel • Default: Calibri	Arial
Is Bold	Boolean	Bold Font Weight • True - Apply bold styling • False - Normal weight (default) • Enhances visibility	false
Is Italic	Boolean	Italic Font Style • True - Apply italic styling • False - Normal style (default) • Often used for DRAFT markings	false
Transparency	Number	Opacity Control • 0 = Fully opaque (solid) • 100 = Fully transparent (invisible) • 40-60 typical for visible but non-intrusive • Default: 50	40
Rotation Angle	Number	Rotation (degrees) • -360 to 360 degrees • Negative = counter-clockwise • -45 typical for diagonal watermarks • Default: 0 (horizontal)	-45
Position	Number	9-Position Grid Placement • 0=Top-Left, 1=Top-Center, 2=Top-Right • 3=Middle-Left, 4=Center (default), 5=Middle-Right • 6=Bottom-Left, 7=Bottom-Center, 8=Bottom-Right	4
Selected Worksheet Names	Array	Target Worksheets by Name • Exact case-sensitive names • Empty with Indexes = all sheets	["Sheet1","Summary"]
Selected Worksheet Indexes	Array	Target Worksheets by Index (0-based) • 0 = first worksheet • Union with Names when both provided	[0,2]

Output

Table

Table View

Parameter	Type	Description
File	URL	Direct URL to access the Excel with text watermark
File Name	String	The filename without extension
Full File Name	String	Complete filename with .xlsx extension
File Extension	String	File extension (.xlsx)

JSON

JSON Response Format

The raw JSON response from the action:

{
  "File": "https://...",
  "File Name": "data",
  "Full File Name": "data.xlsx",
  "File Extension": ".xlsx"
}

Zap Integration

Zapier Workflow Usage

Use Excel with text watermarks in subsequent steps:

• Security Distribution: Share marked confidential documents
• Draft Versioning: Distribute draft versions with visible status
• Brand Protection: Watermark shared spreadsheets with copyright info
• Status Indication: Mark documents with approval/review status

Scenario Examples

The PDF4me Add Text Watermark to Excel action in Zapier provides comprehensive scenario templates designed for real-world security and compliance needs:

Confidential Marking

Automated Confidential Document Watermarking Workflow

Secure your sensitive documents with automated WordArt watermarking:

Complete Scenario Steps:

1. Trigger: Document uploaded to confidential folder in storage system
2. Get Sensitive Document: Retrieve Excel workbook from secure storage
3. Add CONFIDENTIAL Watermark: Insert "CONFIDENTIAL" as WordArt watermark
4. Set Center Position: Position = 4 (center) for maximum visibility
5. Set Large Size: Text Size = 4 (Extra Large, 150pt) for clear marking
6. Set Red Color: Text Color = #FF0000 for attention-grabbing red
7. Set Transparency: Transparency = 40 (60% visible, allows content reading)
8. Rotate Diagonal: Rotation Angle = -45 for classic diagonal watermark
9. Apply to All Sheets: Leave worksheet selectors empty for all-sheet coverage
10. Email Authorized Users: Distribute with access controls to authorized recipients

Business Benefits:

• Watermarks 200+ confidential files monthly automatically
• Large diagonal red WordArt provides unmistakable security indicator
• 40% transparency maintains content readability while marking
• Eliminates risk of unmarked sensitive document distribution by 100%

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Draft Marking

Automated Draft Version Marking Workflow

Mark work-in-progress documents automatically before review distribution:

Complete Scenario Steps:

1. Trigger: Document saved to "Draft" folder in project workspace
2. Get Draft Document: Retrieve Excel workbook from draft storage
3. Add DRAFT Watermark: Insert "DRAFT" as WordArt watermark
4. Set Diagonal Position: Rotation Angle = -45 for diagonal placement
5. Set Gray Color: Text Color = #808080 (gray) for subtle appearance
6. Set Italic Style: Is Italic = true for draft document convention
7. Set Medium Size: Text Size = 2 (Medium, 75pt) for non-intrusive marking
8. Set High Transparency: Transparency = 60 for subtle visibility
9. Apply to Visible Sheets: Target selected worksheets for review
10. Email Review Team: Send draft with clear DRAFT watermark for feedback

Business Benefits:

• Marks 150+ draft documents monthly automatically
• Gray italic diagonal watermark clearly indicates draft status
• High transparency keeps watermark subtle and non-intrusive
• Prevents accidental distribution of draft versions as final by 95%

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Copyright Branding

Automated Copyright Watermarking Workflow

Protect intellectual property with automated copyright watermarks:

Complete Scenario Steps:

1. Trigger: Deliverable marked final and ready for external distribution
2. Get Final Document: Retrieve finalized Excel workbook
3. Build Copyright Text: Format "© 2024 Acme Corporation" dynamically
4. Add Copyright Watermark: Insert copyright notice as WordArt
5. Set Bottom-Right Position: Position = 8 (bottom-right) for standard placement
6. Set Small Size: Text Size = 1 (Small, 50pt) for unobtrusive copyright
7. Set Black Color: Text Color = #000000 for professional appearance
8. Set Low Transparency: Transparency = 20 for clear visibility
9. Apply to All Sheets: Ensure copyright on every worksheet
10. Distribute to External Parties: Send protected document with copyright

Business Benefits:

• Protects 100+ external deliverables monthly with copyright
• Bottom-right placement follows industry standard practice
• Low transparency ensures copyright is clearly visible
• Reduces intellectual property disputes and unauthorized use

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Industry Use Cases & Applications

Finance & Accounting

• Confidential Financial Reports: Add "CONFIDENTIAL" watermark center-diagonal on quarterly financial statements
• Draft Budget Workbooks: Apply "DRAFT" watermark with 60% transparency on preliminary budget documents
• Internal Audit Files: Insert "INTERNAL USE ONLY" watermark on audit working papers and schedules
• Pre-Announcement Results: Watermark earnings reports with "EMBARGOED UNTIL [DATE]" before public release
• Sensitive Analysis: Apply diagonal watermarks to M&A financial models and valuation spreadsheets

Legal & Professional

• Draft Legal Documents: Mark contract templates and agreements with "DRAFT" gray diagonal watermark
• Privileged Materials: Apply "ATTORNEY-CLIENT PRIVILEGED" watermark on sensitive legal spreadsheets
• Review Versions: Insert "FOR REVIEW ONLY" watermark on documents circulated for partner review
• Confidential Discovery: Watermark financial exhibits with "CONFIDENTIAL - DISCOVERY MATERIAL"
• Settlement Worksheets: Apply "CONFIDENTIAL SETTLEMENT" watermark on negotiation spreadsheets

Operations

• Draft Production Schedules: Mark preliminary production plans with "PRELIMINARY" diagonal watermark
• Internal Operational Metrics: Apply "INTERNAL ONLY" watermark on performance dashboards
• Quality Control Logs: Insert status watermarks ("UNDER REVIEW", "APPROVED") on QC spreadsheets
• Maintenance Schedules: Watermark equipment maintenance plans with approval status indicators
• Capacity Planning: Apply "DRAFT FORECAST" watermark on preliminary capacity analysis workbooks

Human Resources

• Payroll Worksheets: Insert "CONFIDENTIAL - HR USE ONLY" watermark on salary and payroll files
• Performance Review Drafts: Mark preliminary review spreadsheets with "DRAFT" gray watermark
• Compensation Analysis: Apply "STRICTLY CONFIDENTIAL" red watermark on salary survey data
• Reorganization Plans: Watermark organizational charts with "CONFIDENTIAL - DO NOT DISTRIBUTE"
• Benefits Comparison: Insert "INTERNAL PLANNING" watermark on benefits cost analysis workbooks

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