How I track when clients view contracts with Papermark and Slack

Open Papermark and create a new data room. Upload your documents and organize by category. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.

Configure your security settings. In Papermark link settings, enable Email verification, Custom branding, View notifications. Every viewer is verified before they can access a single page. You control exactly who among your clients, board members, vendors, and counterparties sees which documents.

Generate a secure link and share branded links with your recipients. Papermark tracks every interaction in real-time. Know the moment someone opens your document and how deeply they engage. Open the analytics dashboard to see all engagement data as it happens.

Go to Settings > Integrations > Slack in Papermark. Click "Connect Slack" and authorize via OAuth. Select the team channel where you want to receive alerts. Papermark sends formatted messages when clients, board members, vendors, and counterparties view, download, or access your documents.

Every time someone opens your contracts, a Slack notification appears in your channel. It shows the viewer's email, which document they opened, how long they spent, and a link to full analytics. Your team knows immediately who is engaged without checking the dashboard.

Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when clients, board members, vendors, and counterparties open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.

Pick the events relevant to your workflow. For tracking clients, board members, vendors, and counterparties engagement, select "Link Viewed". For monitoring downloads of sensitive contracts, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.

Team notifications. Connect Discord through Zapier, Make, or n8n as middleware. When clients, board members, vendors, and counterparties view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Discord automatically.

In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Update deal tracking tools. Now every time clients, board members, vendors, and counterparties view your contracts, Zapier runs your automation.