---
title: "How to Transition from DocSend to Papermark"
lang: en
canonical_url: https://www.papermark.com/blog/transition-from-docsend-to-papermark
last_updated: 2026-05-18
published: 2024-08-28
category: [uncategorized]
author: "Papermark Team"
summary: "Learn how to seamlessly migrate your data rooms and documents from DocSend to Papermark with this step-by-step guide. Discover how to export your DocSend content and set up your new secure document sharing environment in Papermark."
---

# 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

![DocSend Download Interface](https://img.papermarkassets.com/upload/file_PJinStegzcxF7H6dRbNte6-Download-Your-DocSend-Content_1.png)

## 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](https://img.papermarkassets.com/upload/file_Y9AmicnQTqZV5EkvZXgL6N-Screenshot-2025-08-27-at-16.04.00.png)

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

![Papermark Upload Interface](https://img.papermarkassets.com/upload/file_Qb3zsvQB2tqT7GzjuZGjZa-Screenshot-2025-08-27-at-15.56.35.png)

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)

![Papermark Data Room Interface](https://img.papermarkassets.com/upload/file_HUNZeo3bjDu1xfGrMNTDQc-Screenshot-2025-08-27-at-16.08.32.png)

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

![Papermark Data Room Organization](https://img.papermarkassets.com/upload/file_P2Mfa7xf44WH5Rnra9FugR-Screenshot-2025-08-27-at-16.08.49.png)

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

## DocSend vs Papermark comparison

| Feature | DocSend | Papermark |
| --- | --- | --- |
| Free plan | No free plan, 14-day trial only | Yes, with core features |
| Starting price | $15/user/month (Personal) | Free, with paid plans available |
| Data rooms | $300/month (Advanced Data Rooms) | Available on Business plans |
| Document analytics | Basic on Personal, advanced on higher tiers | Comprehensive analytics on all plans |
| Security features | Email auth, watermarking on Advanced ($250/mo) | Dynamic watermarking, NDA, granular permissions |
| Video support | Available on Standard plan ($65/mo) | Supported with analytics on all plans |
| eSignatures | 4/month on Personal, unlimited on Standard | Available through integrations |
| Self-hosting option | Not available | Available (open-source) |
| White labeling | Not available for enterprises | Available on Business plans |
| File indexing | Only on Advanced Data Rooms plan | Automatic on all data room plans |

## 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

## FAQ

### Can I migrate my DocSend analytics history?

While historical analytics can't be migrated directly, you can export your DocSend analytics data before migration for record-keeping.

### What happens to my existing DocSend links?

Existing DocSend links will need to be replaced with new Papermark links. We recommend planning this transition and informing your stakeholders.

### Does Papermark support all file types that DocSend does?

Papermark supports all major file types that DocSend does, plus additional formats including video files and CAD documents.

### Can I bulk upload my documents to Papermark?

Yes, Papermark supports bulk uploads through drag-and-drop or folder upload functionality.

### Will my document permissions transfer automatically?

No, you'll need to set up permissions again in Papermark, but this allows you to implement even more granular access controls.

### How do I ensure a smooth transition for my team?

We recommend migrating in phases, training your team on Papermark's features, and maintaining both systems briefly during the transition.

## 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.

---

_Markdown version of [this article](https://www.papermark.com/blog/transition-from-docsend-to-papermark) for AI agents and LLMs._
_More Papermark content: [llms.txt](https://www.papermark.com/llms.txt) · [full index](https://www.papermark.com/llms-full.txt)._