How to Transition from DocSend to Papermark

Making the switch to a new document sharing platform can seem daunting, but transitioning from DocSend to Papermark is straightforward and can be completed in just a few simple steps. This guide will walk you through the entire process, ensuring a smooth migration of your documents and data rooms.

What you need to know about migrating from DocSend

• DocSend content can be exported in bulk or individually
• All analytics data should be saved before migration
• Papermark supports all major file formats including PDFs, Office documents, and media files
• Data rooms can be recreated with enhanced security features
• Links will need to be updated after migration

Step 1: Export your DocSend content

1. Log in to your DocSend account
2. Navigate to the document or data room you want to export
3. For individual documents:
   • Click on the document name
   • Select "Download" from the options menu
   • Choose your preferred download format

For bulk downloads:

1. Go to your DocSend dashboard
2. Select multiple documents using the checkbox
3. Click the "Download" button
4. Wait for the download to complete

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

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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

4. 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

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 your data rooms

1. Create a new data room:
   • Click "New Data Room"
   • Name your data room
   • Add a description (optional)

2. Organize your documents:
   • Create folders for better organization
   • Upload documents to specific folders
   • Set viewing permissions

3. Configure security settings:
   • Enable NDA requirements
   • Set up watermarking
   • Configure access permissions

DocSend vs Papermark comparison

See full DocSend alternatives comparison

Use cases for migration

• Investment firms: Securely share pitch decks and financial documents with enhanced tracking and analytics
• Sales teams: Manage sales collateral with better engagement insights and security controls
• Legal departments: Protect sensitive documents with advanced watermarking and access controls
• M&A teams: Organize due diligence data rooms with granular permissions and audit trails
• Startups: Share company information and pitch decks with potential investors securely

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Conclusion

Transitioning from DocSend to Papermark is a straightforward process that can be completed in just a few steps. With Papermark's modern features and intuitive interface, you'll be able to manage your documents more effectively while maintaining the security and control you need.