Salesforce
Install the package and start in minutes.
- Install the required dependency, Base64 Converter.Install Base64 Converter
- Install the Aquamark Watermarking package.Install package
- Complete onboarding using the guide for your company type below.
Broker setup guide
Version 1.0. Attribution will be added in version 2.0.
Step 1. Install Base64 to File Converter
Install link. Choose Install for Admins Only, then Install.
Step 2. Install Aquamark Watermarking
Install link. Choose Install for Admins Only, then Install.
Step 3. Activate the flows
Newly installed flows may start inactive. Confirm all three are active.
Setup → Flows → select flow → Activate
- Aquamark - Watermark Core
- Aquamark - Watermark Documents (Pick and Send)
- Aquamark - Watermark Documents (Select Existing)
Step 4. Enter your API key
Setup → Named Credentials → External Credentials → Aquamark_Broker_API → Principals → api_key → Edit → Add under Authentication Parameters.
Name: AQUAMARK_API_KEY. Value: aqua-api-watermark-77204041104282. Then Save.
Step 5. Grant access
Setup → Profiles → select applicable profile(s) → Enabled External Credential Principal Access, then enable access to Aquamark_Broker_API.
Step 6. Choose how to trigger watermarking
Automation: drop the “Aquamark - Watermark Core” subflow element into your existing flows. You provide contentDocumentIds and recordId.
Manual: Setup → Object Manager → Opportunity → Page Layouts → open your layout → drag buttons into Mobile & Lightning Actions → Save
- Upload & Watermark
- Select & Watermark
Step 7. Subscribe to Aquamark
Subscribe and upload your logo at aquamark.io/signup.
Step 8. Go live with your logo
Watermarks use the Aquamark logo until you set this.
Setup → Custom Metadata Types → Aquamark Setting → Manage Records → Default → Edit, set Account Email, then Save.
Funder setup guide
Version 1.0. Attribution will be added in version 2.0.
Step 1. Install Base64 to File Converter
Install link. Choose Install for Admins Only, then Install.
Step 2. Install Aquamark Watermarking
Install link. Choose Install for Admins Only, then Install.
Step 3. Activate the flows
Newly installed flows may start inactive. Confirm all three are active.
Setup → Flows → select flow → Activate
- Aquamark - Watermark Core (Funder)
- Aquamark - Watermark Documents (Pick and Send - Funder)
- Aquamark - Watermark Documents (Select Existing - Funder)
Step 4. Enter your API key
Setup → Named Credentials → External Credentials → Aquamark_Funder_API → Principals → api_key → Edit → Add under Authentication Parameters.
Name: AQUAMARK_API_KEY. Value: aqua-funder-api-101060-042858-101812. Then Save.
Step 5. Grant access
Setup → Profiles → select applicable profile(s) → Enabled External Credential Principal Access, then enable access to Aquamark_Funder_API.
Step 6. Choose how to trigger watermarking
Automation: drop the “Aquamark - Watermark Core (Funder)” subflow element into your existing flows. You provide contentDocumentIds and recordId.
Manual: Setup → Object Manager → Opportunity → Page Layouts → open your layout → drag buttons into Mobile & Lightning Actions → Save
- Upload & Watermark (Funder)
- Select & Watermark (Funder)
Step 7. Subscribe to Aquamark
Subscribe and upload your logo at aquamark.io/signup.
Step 8. Go live with your logo
Watermarks use the Aquamark logo until you set this.
Setup → Custom Metadata Types → Aquamark Setting → Manage Records → Default → Edit, set Account Email, then Save.
DocuSign
Completed envelopes are watermarked automatically.
- Request access.
- Test with your own envelopes. No subscription required to try it.
- Subscribe when you’re ready to go live.
Available for brokers. A funder version is coming soon; contact us to be notified.
Setup guide
Broker only. Funder attribution will be added in a future version.
Step 1. Generate a DocuSign secret key
DocuSign Admin → Integrations → Connect → Connect Keys → Add Secret Key
This doesn’t require an existing configuration. You’re generating the key on its own, to use in the next step.
Step 2. Submit the request form
Submit the request form with your company name, email, the key from step 1, and your logo. No Aquamark subscription is required to try it. Aquamark will set up a connection using your branding and send you your unique URL.
Step 3. Add a Connect configuration
DocuSign Admin → Integrations → Connect → Add Account Configuration → Custom
Name it “Aquamark Watermarking” and set URL to Publish to the unique connection URL Aquamark sends you.
Step 4. Set the trigger event
Under Envelope Events, check Envelope Signed/Completed. Under Include Data, check Documents. This is what allows Aquamark to receive the signed files.
Step 5. Enable HMAC signature
Check Include HMAC Signature and select the key you generated in step 1.
Step 6. Save your configuration
Save it and you’re live. Every completed envelope is then watermarked with your logo automatically.
Step 7. Retrieve your watermarked files
Your system calls GET https://docusign-3mja.onrender.com/result/{envelopeId}, using your own DocuSign envelope ID. The address is the same for every customer, with no unique endpoint or API key needed. There are three possible responses:
- Still processing:
{"status":"processing"} - Failed:
{"status":"error","error_message":"..."} - Ready: the watermarked file itself, as a PDF for a single-document envelope or a ZIP for multiple documents. There’s no separate “complete” status; receiving the file is the completion signal.
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