BlogHow to Transition from Digify to Papermark

How to Transition from Digify to Papermark

Feeling constrained by Digify's limited data rooms (3 in Pro, 10 in Team) and storage caps (100GB/500GB)? This guide will walk you through migrating to Papermark, where you'll get unlimited data rooms and storage, plus flexible team seats for seamless collaboration.

Learn why businesses are switching from Digify's restrictive plans to Papermark's all-inclusive platform with no artificial limitations.

What you need to know about migrating from Digify

  • Data room exports require owner/co-owner permissions
  • Export process can take up to 10 minutes
  • PDF downloads include watermarks by default
  • Original file formats are only available with specific permissions
  • All sharing settings need to be reconfigured after migration

Step 1: Export your Digify content

  1. For complete data room export:

    • Enter your data room

    • Click "Settings" in the top-right corner Digify Data Room Export Step 1

    • Navigate to "Export" in the left sidebar Digify Data Room Export Step 2

    • Click "Export Data Room" Digify Data Room Export Step 3

    • Wait for email with download link (up to 10 minutes)

  2. For individual files:

    • Go to the "Files" section
    • Click three dots (...) beside the file
    • Select "Download"
  3. For multiple files:

    • Select checkboxes for desired files
    • Click "Download" in the floating menu
    • Files will be downloaded as a .zip file

Important notes:

  • Only data room owners/co-owners can export all files
  • Contributors need specific download permissions
  • PDF downloads include watermarks if enabled
  • Original format downloads bypass watermarks

Step 2: Prepare your files for Papermark

Before uploading to Papermark, organize your files. Papermark supports:

  • PDF documents (.pdf)
  • Microsoft Office files (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Spreadsheets (.csv, .ods)
  • Images (.png, .jpg, .jpeg)
  • Videos (.mp4, .mov, .avi, .webm)
  • CAD files (.dwg, .dxf)
  • Compressed files (.zip)
  • And more

Step 3: Upload to Papermark

  1. Log in to your Papermark account
  2. Navigate to "Documents" in the sidebar
  3. Click "Add Document" in the top right corner

Papermark Documents Interface

  1. You can then:
    • Upload individual files by clicking or dragging
    • Create folders to organize your documents
    • Upload multiple files simultaneously
    • Maintain folder structure when dragging folders

Papermark Upload Interface

The Documents page shows you all your files in one place, with details like:

  • Number of folders and documents
  • Creation dates
  • View counts
  • Quick access to sharing options

Step 4: Set up secure sharing

  1. Configure document settings:

    • Set up viewing permissions
    • Enable watermarking if needed
    • Configure access controls
    • Set expiration dates
  2. Create data rooms (if needed):

    • Click "New Data Room"
    • Organize documents into folders
    • Set granular permissions
    • Enable NDA requirements

Papermark Data Room Interface

Digify vs Papermark comparison

FeatureDigifyPapermark
File downloadsPDF-only for most usersOriginal formats preserved
Export processUp to 10 minutes waitInstant downloads
Document analyticsBasic activity logComprehensive analytics on all plans
Security featuresFixed watermarkingDynamic watermarking, NDA, granular permissions
Viewer trackingBasic activity trackingDetailed viewer analytics and engagement tracking
Data roomsComplex permission systemIntuitive access controls
Access controlRole-based permissionsFlexible permission system with custom roles
Self-hosting optionNot availableAvailable (open-source)
White labelingLimited branding optionsComplete white-label solution
Document engagementBasic trackingReal-time engagement analytics

Use cases for migration

  • Investment firms: Share pitch decks with better tracking and analytics
  • Sales teams: Distribute materials without format restrictions
  • Legal teams: Maintain document security with flexible watermarking
  • Marketing teams: Track engagement across original file formats
  • Consultants: Share deliverables with professional presentation

FAQ

Conclusion

Transitioning from Digify to Papermark streamlines your document sharing workflow while maintaining professional-grade security. While Digify focuses on restrictive sharing and format conversion, Papermark provides a more flexible approach with enhanced analytics and engagement tracking. The migration process is straightforward, and the benefits of improved usability and comprehensive document insights make it a valuable upgrade for businesses.

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