WorkflowsCorporateBoard Materials

How I distribute board materials securely with Papermark

Distribute board deck with download restrictions. Track which members reviewed pre-meeting.

PapermarkPapermark
native + webhook
slackSlack

You distribute board decks before meetings but half the board shows up without having read them. You need to know who reviewed materials and version updates should reach everyone automatically.

With Papermark you can distribute board decks with download restrictions and see which board members reviewed materials before the meeting.

How it works

1Upload your contracts
2Set up access controls for clients, board members, vendors, and counterparties
3Share branded links with your recipients and track engagement
4Connect Slack to get notified instantly
5See who among your clients, board members, vendors, and counterparties is engaging

Step by step

1

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.

Upload your contracts
2

Step 2. Set up access controls for clients, board members, vendors, and counterparties

Configure your security settings. In Papermark link settings, enable Download controls, Email notifications, Version control. 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.

Set up access controls for clients, board members, vendors, and counterparties
3

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.

Share branded links with your recipients and track engagement
4

Step 4. Connect Slack to get notified instantly

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.

Connect Slack to get notified instantly
5

Step 5. See who among your clients, board members, vendors, and counterparties is engaging

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.

See who among your clients, board members, vendors, and counterparties is engaging

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.

slack

Slack Native integration

Remind board members to review

Related topics

board portalboard management softwareboard materialssecure board documents

Related workflows

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