How to Transition from OneDrive to Papermark

Ready to upgrade from OneDrive's basic file storage to a professional document sharing platform? This guide will walk you through migrating to Papermark, ensuring proper handling of your local OneDrive sync settings and files.

Learn why businesses are switching from OneDrive's limited capabilities to Papermark's comprehensive document management features.

What you need to know about migrating from OneDrive

• OneDrive files can be downloaded in bulk or individually
• Local copies of files should be secured before migration
• All file versions and sharing settings should be reviewed
• Papermark supports all major file formats that OneDrive does
• Links will need to be updated after migration

Step 1: Download your OneDrive content

1. Ensure all files are downloaded locally:

   • Right-click the OneDrive icon in the taskbar
   • Select "Settings"
   • Go to "Sync and Backup" > "Manage Backup"
   • Click "Advanced settings"
   • Select "Download all files"

2. Verify local storage:

   • Check your OneDrive folder at C:\Users\[Your Username]\OneDrive
   • Ensure all files are available offline
   • Look for any sync issues or pending downloads

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

Start your migration to Papermark

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 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

OneDrive vs Papermark comparison

Use cases for migration

• Startups: Share pitch decks and company documents with enhanced tracking
• Sales teams: Track document engagement and viewer behavior
• Legal teams: Secure sensitive documents with watermarking and NDAs
• Marketing teams: Share and track marketing materials with analytics
• Consultants: Professionally present and track client deliverables

Try Papermark's advanced features

FAQ

Conclusion

Transitioning from OneDrive to Papermark opens up new possibilities for secure document sharing and analytics. While OneDrive excels at file storage and basic sharing, Papermark provides specialized features for professional document sharing, tracking, and security. The migration process is straightforward, and the benefits of enhanced document control and analytics make it a worthwhile upgrade for businesses and professionals.