Changelog

Latest updates and improvements to Papermark

Multiple brands, document thumbnails and richer media

Run more than one brand from a single workspace, preview documents at a glance, and share HTML and richer media formats.

  • Multiple Brands — run more than one brand from a single workspace
  • Document thumbnails — preview documents at a glance
  • HTML files & richer media

AI Redaction and Analytics Dashboard 2.0

Automatic and manual redaction with a full audit trail, a rebuilt data room analytics dashboard, and the first Groups and Permissions API.

  • AI Redaction — automatic and manual, audited, reversible
  • PowerPoint videos & GIFs auto-extracted and streamed
  • Data Room Analytics Dashboard 2.0 — rebuilt from scratch
  • Data Room Participants — one view of invited vs. actually viewed vs. group access
  • Group & Permissions API v1

Papermark Agents — MCP server with 40+ tools

Our Product Hunt launch and the biggest single release of the period: an MCP server, API and CLI that let Claude and ChatGPT work directly with your documents and data rooms.

MCP server with 40+ tools, API and CLI. Upload documents, create tracked links, spin up rooms and pull analytics straight from Claude or ChatGPT. The biggest single launch of the period — the tool count has since grown to around 70.

Signatures, Q&A and due diligence request lists

Sign NDAs and term sheets inside Papermark, run structured diligence request lists, and answer questions in a permissioned Q&A module.

  • Signatures — NDAs, term sheets and SOWs signed in Papermark with a full audit trail
  • Team Collaboration — per-data-room management access
  • Due Diligence Request List — a structured checklist both sides can track
  • Q&A module — permissions, threaded discussions and a full audit log

Data Room Layouts, downloadable archive and bulk links

Customisable data room layouts, a tamper-proof downloadable archive, and bulk link creation from a CSV.

  • Data Room Layouts — CTAs, hidden document tree, banner media
  • Downloadable Data Room Archive — tamper-proof, OTP-protected, verifiable
  • Bulk link creation by CSV — hundreds of links at once with per-link settings
v0.20.9

Multi-Folder Upload Permissions

Control upload permissions for multiple folders at once

Managing visitor upload permissions just got easier with bulk folder controls.

What's new:

  • Select multiple folders — apply upload permissions to several folders at once
  • Bulk permission updates — enable or disable uploads across folder groups
  • Visitor group support — different upload rights for different visitor groups
  • Granular control — some folders allow uploads, others are view-only

Great for structured due diligence processes where you want buyers to upload specific documents (financial statements, contracts) to designated folders while keeping other sections read-only. Configure in your data room permissions panel.

v0.20.8

Download Entire Data Room as Archive

Download complete data rooms as zip files with one click

Need an offline backup or local copy of your data room? You can now download the entire data room as a zip archive.

Key features:

  • One-click download — get all folders and files in a single zip file
  • Preserves structure — folder hierarchy maintained in the archive
  • Large data room support — handles data rooms with hundreds of documents
  • Owner-only access — available to data room owners and admins

Perfect for creating backups before major changes, archiving completed deals, or preparing offline review copies for stakeholders. Find the download option in your data room settings.

v0.20.7

Freeze Datarooms

Close datarooms permanently and generate downloadable archives with time-limited access links

You can now freeze datarooms to close them permanently while preserving all content and activity.

What freezing does:

  • Blocks all visitor access — No one can view documents or upload files
  • Prevents modifications — Upload, reorder, and indexing are disabled
  • Triggers archive generation — Creates a downloadable ZIP of all dataroom content
  • Provides secure download links — Time-limited URLs for retrieving the archive

Perfect for closing completed deals, archiving old fundraising rounds, or preserving M&A transaction records.

Find the freeze option in your dataroom's Danger Zone settings.

v0.20.9

Mobile Improvements

Fully redesigned mobile experience with native navigation, bottom bar, and optimized sharing flows

Papermark now works beautifully on mobile devices with a complete mobile-first redesign.

Mobile enhancements:

  • Mobile header & bottom nav — Native mobile navigation patterns
  • Floating share button — Quick access to sharing from anywhere
  • Optimized dialogs & modals — Touch-friendly controls and layouts
  • Responsive grids & cards — Better content display on small screens
  • Streamlined share flows — Faster link creation and pre-selection of targets

Whether you're reviewing documents, sharing links, or managing visitors — everything now works smoothly on your phone.

v0.20.7

Data Room Sidebar Improvements

Faster navigation with improved data room sidebar design

Navigate your data rooms more efficiently with our redesigned sidebar.

What's improved:

  • Better folder hierarchy — clearer visual structure for nested folders
  • Faster loading — optimized performance for large data rooms
  • Sticky navigation — sidebar stays visible as you scroll through documents
  • Folder icons — easier to distinguish folders from files at a glance

Especially useful for complex data rooms with dozens of folders and hundreds of documents. The new sidebar makes it easier to jump between sections during due diligence reviews.

v0.20.8

Dataroom Sidebar Navigation

New unified sidebar navigation for datarooms with improved layout and quick access to all features

Dataroom navigation has been redesigned with a dedicated sidebar for faster access to all features.

New navigation features:

  • Unified sidebar — All dataroom tools in one place
  • Plan status badges — See your current plan at a glance
  • Animated transitions — Smooth panel interactions
  • Quick access — Documents, visitors, analytics, and settings always visible

The sidebar replaces the old header-based navigation, giving you more screen space for content while keeping controls easy to reach.

Available now in all datarooms.

v0.20.6

Expanded File Type Support for Visitor Uploads

Visitors can now upload .txt, .log, and .zip files to data rooms

We've expanded the file types visitors can upload to your data rooms.

New supported formats:

  • .txt files — plain text documents, notes, and configuration files
  • .log files — server logs, application logs, and audit trails
  • .zip files — compressed archives containing multiple documents

This makes it easier to collect technical documentation, system logs, and bulk file uploads during due diligence processes. All uploaded files appear in your data room's activity log with full tracking.

v0.20.5

Visitor Upload Notifications

Get instant notifications when visitors upload files to your data room

Stay informed about visitor activity with new upload notifications.

When visitors upload files to your data room, you'll now receive:

  • Instant email notifications — know immediately when someone uploads a document
  • File details — see what was uploaded and by whom
  • Upload history — track all visitor contributions in your activity feed

Perfect for due diligence processes where you're collecting documents from potential buyers, investors, or partners. Enable notifications in your data room settings or configure them per-visitor group.

v0.21.1

Notification Settings Page

New dedicated settings page to configure notification preferences by frequency and scope

Control your notification preferences with the new Notifications settings page.

Configure notifications for:

  • Access denials — When viewers are blocked from accessing documents
  • New documents — When files are added to your datarooms
  • Visitor uploads — When visitors upload to your datarooms
  • Frequency options — Instant, daily digest, or weekly summary

Find it in Settings → Notifications to customize how and when you receive alerts.

All team members can set their own preferences, and notification recipients are automatically resolved based on dataroom ownership and team roles.

v0.21.0

Improved Bulk Upload Notifications

Centralized upload progress tracking with per-item cancellation and clearer error reporting

We've completely overhauled how bulk uploads work in Papermark with a new unified notifications drawer.

Key improvements:

  • Centralized progress tracking — All uploads now appear in a single notification drawer with real-time progress updates
  • Per-item cancellation — Cancel individual uploads or stop everything with global cancellation controls
  • Time-left estimation — See how long remaining uploads will take
  • Clearer error reporting — Failed and skipped files are now grouped separately with clear rejection reasons
  • Download skipped files list — Export a list of files that couldn't be uploaded for review

The new system provides faster, more reliable folder uploads with improved concurrent processing and better progress reporting.

v0.21.1

Lazy Page Loading for Documents

Documents now load pages on-demand for faster initial viewing and better performance

Document viewing is now significantly faster with lazy page loading.

How it works:

  • Faster initial load — Only the first 10 pages load immediately when you open a document
  • On-demand fetching — Additional pages load automatically as you navigate through the document
  • Background preloading — Pages ahead of your current position load in the background for smooth scrolling
  • Tighter security — Presigned URLs now expire after 2 minutes instead of 1 hour

This improvement makes viewing large documents much faster, especially on slower connections.

v0.21.2

Custom Fields Now Respect Plan Limits

Custom fields availability is now controlled by your plan tier with clearer messaging

Custom fields and agreement features now properly respect plan limits across the platform.

What changed:

  • Plan-based availability — Custom fields are now controlled by your plan tier
  • Clearer messaging — UI now shows "your plan" instead of specific plan names for consistent messaging
  • Better backward compatibility — Improved handling of null values in plan limits

This update ensures feature availability is consistent across all plan tiers and makes it clearer what features are included in your plan.

v0.21.3

Excel Advanced Preview Mode

Preview Excel and CSV files directly in your browser with the new advanced Excel viewer

You can now preview Excel and CSV files directly in Papermark without downloading them.

New capabilities:

  • In-browser Excel viewer — View spreadsheets with an embedded Office Online viewer
  • Full sheet navigation — Browse tabs, cells, and formulas just like in Excel
  • Loading indicators — Clear feedback while content loads
  • Fallback messaging — Helpful prompts when advanced mode isn't available

The advanced Excel preview works on both document detail pages and dataroom admin views, making it easier to review spreadsheets without leaving your browser.

v0.20.6

Duplicate Link Properties

Quickly duplicate links while preserving all settings and properties

You can now duplicate any link with a single click, and all properties will be copied over.

When you duplicate a link, these settings are preserved:

  • Access controls — email requirements, password, allowed domains
  • Expiration settings — date and view limits
  • Branding — custom colors and logo
  • Watermarks — dynamic watermark configuration
  • Download permissions — allow/deny downloads

This makes it easy to create multiple links with similar settings for different recipients or use cases.

v0.20.5

Improved AI Agents

Enhanced AI capabilities for data room document analysis

Our AI agents have been significantly improved for better document analysis and Q&A capabilities.

Key improvements:

  • Faster responses — reduced latency for AI-powered queries
  • Better context understanding — improved accuracy when answering questions across multiple documents
  • Enhanced citation — more precise source references in responses
  • Expanded document support — better handling of complex PDFs and spreadsheets

These improvements apply to AI-powered features in data rooms, including the AI assistant and automated document analysis.

Available on Business and Enterprise plans.