How to enable file requests in your data room?

Need to collect documents securely from external parties? Papermark's data rooms let you create links that allow others to upload files directly to your data room in a secure and organized way.

All file submissions are tracked in your analytics, giving you a clear record of who submitted what and when.

File requests can be enabled through your data room's sharing settings. Here's how to find and enable this feature.

Step-by-step setup

1. Navigate to your data room – From your dashboard:
   • Click on "Datarooms" in the sidebar
   • Select the data room you want to configure

2. Access sharing settings – In your data room:

   • Click the "Share" button
   • This will open the link creation panel

3. Find file request settings – In the link settings:

   • Scroll down to find "Advanced Controls"
   • Click to expand the section

4. Enable file requests – In Advanced Controls:

   • Find "Enable file requests"
   • Toggle the switch to enable visitors to upload files
   • You'll see the message "Visitors can upload files to the dataroom"

5. Configure upload folder (Optional):
   • Look for "Upload to specific folder"
   • Either:
     • Leave blank to let visitors choose the folder
     • Select a specific folder for all uploads
   • Use the dropdown to choose the destination folder

6. Set additional security – Consider enabling:

   • Password protection
   • Expiration date
   • Screenshot protection
   • Watermarking
   • NDA requirement

7. Customize experience – Optional settings:

   • Enable Q&A Conversations to:
     • Allow visitors to ask questions about uploads
     • Discuss requirements directly in the data room
     • Keep all communication in one place
   • Add Custom Fields to collect:
     • Company information
     • Project details
     • Document descriptions
     • Additional context about uploads
   • Enable index file generation
   • Add tags for organization

Managing file requests

After enabling file requests, you can:

• Monitor uploads in real-time
• Review files before accepting them
• Organize submissions into folders
• Track analytics for all uploads

Tips for success

• Enable password protection for sensitive uploads
• Set an expiration date for time-sensitive requests
• Use custom fields to gather additional context
• Enable Q&A if you need to communicate with uploaders
• Review security settings regularly
• Consider requiring NDAs for confidential materials

Common questions

Related guides

• How to create a data room
• Setting up link permissions
• Managing data room security

Need help? Contact support@papermark.com or use the in-app chat.