Your deal team has accumulated findings, memos, and third-party reports across shared drives and email attachments. External advisors need access to specific documents without seeing the full picture.
With Papermark you can share specific folders with external advisors while keeping the rest of your findings room completely private.
How it works
Step by step
Step 1. Upload your diligence findings
Open Papermark and create a new data room. Upload diligence materials organized by workstream. 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 your deal team and external advisors
Configure your security settings. In Papermark link settings, enable Folder permissions, Visitor groups, Version control, Internal-only access. Every viewer is verified before they can access a single page. You control exactly who among your your deal team and external advisors sees which documents.
Step 3. Give your team access with role-based permissions and track engagement
Generate a secure link and give your team access with role-based permissions. Papermark tracks every interaction in real-time. Track which team members completed their assigned diligence sections. Open the analytics dashboard to see all engagement data as it happens.
Tools and integrations
No external integrations required. This workflow uses Papermark's built-in features only.
