How to manage file permissions in Papermark?

When sharing your data room content, you don't have to give everyone access to everything. With granular permissions, you can turn off default sharing and hand-pick exactly which documents each recipient can access. This gives you precise control over your sensitive information, ensuring that viewers only see what's relevant to them.

By disabling "Share Entire Dataroom," you start with a clean slate where no files are automatically shared. You can then carefully select which documents to include and set specific permissions for each item—whether it's financial reports for investors or product documentation for partners.

Step 1: Access sharing options

1. Find your data rooms in the left sidebar navigation
2. Click on the specific data room you want to share
3. Look for the "Share" button in the top right corner of your screen

Step 2: Configure basic link settings

1. Choose your sharing domain (default: papermark.com)
2. Select a link preset if you have saved configurations
3. Apply the preset to quickly set up standard permissions

Step 3: Configure default permission strategy

Choose how permissions are handled for new documents and folders added to your data room:

1. Inherit from parent folder: New documents and folders automatically inherit permissions from their parent folder. Root-level items get view-only permissions by default.
2. Ask every time: Shows a permissions modal for each document upload to manually configure permissions.
3. Hidden by default: New items start with no permissions assigned.

Step 4: Manage detailed permissions

1. Click the "Manage Permissions" button to access advanced controls
2. In the permissions panel, you can:
   • Set view/download permissions per folder
   • Configure access for individual files
   • Control original file access for source files

When "Share Entire Dataroom" is turned off, you'll start with no files selected. This gives you precise control over which documents to share:

1. Select files: Choose which documents or folders to make accessible
2. Set permissions: For each selected item, configure:
   • View access (required for any access)
   • Download permission
   • Original file access (for source files like .pptx, .xlsx)
3. Inheritance: Child items in folders inherit permissions based on your default strategy

Advanced tips

• Link presets: Save your commonly used permission configurations as presets
• Domain restrictions: Add allowed email domains to viewer groups for automatic access
• Access tracking: Monitor who views and downloads your documents through analytics
• Quick revocation: Disable any permission instantly if needed
• Default settings: Configure how permissions are handled for newly added files
• Viewer groups: Create groups with specific access levels for different stakeholders

Frequently asked questions

Q: What happens when I require email verification?

Viewers must verify their email address through a confirmation link before accessing documents.

Q: Can I change permissions after sharing a link?

Yes. You can modify any permission setting at any time, and changes take effect immediately.

Q: How do I know who accessed my documents?

When email requirements are enabled, you'll receive notifications and can view detailed access logs in Analytics.

Q: Can I set different permissions for different links to the same data room?

Yes. Each link can have its own unique permission settings, allowing you to control access differently for various recipients.

Start managing permissions

Create a new link

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