You're sharing term sheets and closing documents with counterparties but need NDA acceptance before they see anything sensitive. Your legal team requires a complete audit trail of every access event.
With Papermark you can require NDA acceptance before access with a complete audit trail and watermarks for legal record.
How it works
Step by step
Step 1. Upload your contracts
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.
Step 2. Set up access controls for clients, board members, vendors, and counterparties
Configure your security settings. In Papermark link settings, enable NDA gate, Audit log export, Watermarks, Email verification. 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.
Step 3. Share branded links with your recipients and track engagement
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.
Step 4. Create a webhook to connect external tools
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.
Step 5. Choose which events trigger your automation
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.
Step 6. Collect legally binding signatures
Collect legally binding signatures. Connect DocuSign 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 DocuSign automatically.
Step 7. Update deal status on execution
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 status on execution. Now every time clients, board members, vendors, and counterparties view your contracts, Zapier runs your automation.
Tools and integrations
Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.
DocuSign via webhook
Collect legally binding signatures
Connect through Papermark webhooks via Zapier, Make, or n8n
Zapier Webhook middleware
Update deal status on execution
