Changelog

Stay on top of document engagement without leaving Slack. Connect Papermark to your Slack workspace and get real-time notifications when someone views your documents.

Notifications include:

• Viewer email (when collected)
• Document name and link
• View duration and pages viewed
• Direct link to full analytics

Connect in Settings → Integrations, then choose which channel receives notifications.

Keep your data room organized with automatic index numbering. Documents and folders are automatically assigned hierarchical numbers (1.1, 1.2, 2.1, etc.) based on their position in the structure.

• Automatic numbering by position
• Updates when you reorder items
• Visible in the viewer sidebar
• Matches industry-standard data room conventions

Makes it easy to reference specific documents in emails or calls.

Turn your best Q&A responses into a resource for all viewers. When you answer a question, you can now choose to publish it so everyone with access to the document can see it.

• Publish selected Q&A threads
• Build a FAQ directly on your document
• Reduce repetitive questions
• Unpublish anytime

Great for investor decks where the same questions come up repeatedly.

Make large data rooms easier to navigate. Viewers can now search across all documents in the data room to find exactly what they're looking for.

• Full-text search across document names
• Instant results as you type
• Jump directly to matching documents
• Works with folder structure

Great for data rooms with hundreds of documents where scrolling isn't practical.

Add another layer of protection to your sensitive documents. You can now disable printing on any link, preventing viewers from using their browser's print function.

• Toggle per link
• Works for both documents and data rooms
• Combines with watermarks and download restrictions
• Clear message shown to viewers if they try to print

Get more context about your viewers. Analytics now show visitor location and device information for all document views, including videos and data rooms.

• Geographic location (city, country)
• Device type and operating system
• Browser information
• Available across all document types

Understand your audience better and see which regions are most engaged with your content.

For teams with data residency requirements, you can now choose where your documents are stored. Select your preferred AWS region when setting up your team.

• US, EU, and APAC regions available
• Data stays in your selected region
• Meets GDPR and other compliance requirements
• Automatic routing to nearest region for viewers

Contact us to enable multi-region storage for your team.

Take full control over who sees what in your data room with file-level granular permissions. Set view and download permissions on individual files, not just folders.

How it works:

• Turn off "Share Entire Dataroom" to start with nothing shared
• Select specific folders or files to share
• Set permissions for each item: View, Download, or Original file access
• Different links can have different permissions

Perfect for multi-party deals where different groups need access to different documents.

Get deeper insights into how visitors interact with your data rooms. The new detailed analytics view shows you exactly which documents are getting attention and which might need follow-up.

• Document-by-document engagement metrics
• Time spent per folder and file
• Download tracking by document
• Visitor journey through your data room
• Export analytics to CSV

Available on Data Rooms plans and above.

You can now upload and share Outlook message files (.msg) just like any other document. Perfect for sharing email correspondence in data rooms without converting to PDF.

• Upload .msg files directly
• View email content in the browser
• Include in data rooms
• Full analytics tracking

Excel files now have an advanced viewing mode that gives viewers the full spreadsheet experience. Navigate between sheets, sort columns, filter data, and more — all without downloading.

• Multi-sheet navigation
• Column sorting and filtering
• Freeze panes support
• Better rendering for complex spreadsheets
• Toggle per document or team-wide

Enabled by default for Business plans and above.

Choose what happens when you add new documents to your data room. Set a default permission strategy that matches your workflow:

• Inherit from parent folder — new items get their parent folder's permissions automatically
• Ask every time — manual permissions modal for each upload
• Hidden by default — new items start with no access, you explicitly grant permissions

This gives you full control over who sees what, especially in active data rooms with frequent updates.

Create and manage NDA agreement documents from your settings. When enabled on a link, visitors must accept the agreement before accessing your documents.

• Upload your own NDA template
• Require agreement acceptance per link
• Track who agreed and when
• Customize agreement text per link
• Character counter for agreement text

Perfect for confidential data rooms, investor materials, or any sensitive document sharing.

Data room visitors can now download specific folders and subfolders, not just the entire data room. This makes it easier to grab just the documents they need.

• Download any folder or subfolder
• Maintains folder structure in the download
• Works with permission controls
• Progress indicator during download

Keep your links organized with tags. Add custom tags to any link to categorize by deal stage, recipient type, campaign, or whatever works for your workflow.

• Create custom tags (e.g., "Series A", "Legal", "Q2 Campaign")
• Filter links by tag
• Search across tags
• Apply tags during link creation

Link presets now support your full configuration. Save your preferred settings once, then apply them with one click when creating new links.

Preset options now include:

• Expiration dates (dynamic: 7 days, 30 days, etc.)
• Notification preferences
• Custom domain selection
• Password protection settings
• Allow/block list rules
• Download permissions
• Watermark settings

Create presets for different use cases — investor outreach, sales follow-ups, legal reviews — and never configure the same settings twice.

Complement your allow list with a block list. Now you can explicitly block certain email domains from accessing your documents, even if they somehow get the link.

Useful for blocking competitors, preventing access from certain regions, or enforcing company policies about document sharing.

• Block by email domain (e.g., @competitor.com)
• Works alongside allow lists
• Blocked visitors see a clear access denied message

Collecting documents from counterparties just got easier. Enable file requests on your data room links and visitors can upload documents directly to any folder.

Perfect for due diligence where you need investors, lawyers, or partners to submit documents without giving them full admin access.

• Enable file uploads per link
• Visitors can upload to any folder you specify
• Supports PDF, Word, Excel, and more
• Get notified when files are uploaded

Turn your documents into interactive conversations. Viewers can now ask questions and get answers directly on the document page.

Enable Q&A on any link to let viewers submit questions. You'll be notified and can respond from your dashboard. Great for investor updates, sales decks, or any document that might prompt questions.

• Enable/disable Q&A per link
• Real-time notifications when questions arrive
• Respond directly from your Papermark dashboard
• Full conversation history

Build powerful integrations with Papermark using our expanded webhook system. Get notified instantly when links are created or documents are uploaded.

New webhook triggers:

• link.created — fires when a new link is generated
• document.created — fires when a document is uploaded

Perfect for syncing with your CRM, triggering notifications in other tools, or building custom automation.