Workflows
Step-by-step guides for every use case. Find the right workflow for your team and tools.
M&A Sell-Side
M&A Sell-Side
How I set up a virtual data room for M&A with Papermark
Create folder structure with staged access levels. Phase 1 buyers see teaser only; Phase 2 unlocks full diligence materials.
Folder permissionsTiered accessAuto-index+2
No integrations needed
M&A Sell-Side
How I track buyer activity in my data room with Papermark and Salesforce
Track which buyers are actively reviewing vs. going cold. Push activity to deal tracking when buyers hit key documents.
Activity dashboardReal-time analyticsVisitor identification+1
M&A Sell-Side
How I manage Q&A in my data room with Papermark
Buyers submit questions through Q&A module. Assign requests to team members. Publish answers selectively.
Q&A moduleFile request foldersAnswer publishing+2
M&A Sell-Side
How I create audit trails for M&A compliance with Papermark
Export full audit log of every view, download, and access event. Watermarks on sensitive docs trace any leaks.
Audit log exportDynamic watermarksDownload controls+2
No integrations needed
M&A Sell-Side
How I sync data room activity to DealCloud with Papermark
Push data room view events to DealCloud via Papermark webhooks and Zapier/Make. Track buyer engagement in your deal pipeline.
WebhooksVisitor identificationDocument-level tracking+1
