How do link presets work in Papermark?

Link presets let you define a reusable set of permissions (downloads, notifications, watermarks, expirations, and more) and apply them to new links with a single click. They’re especially handy for larger teams that need consistent security rules.

Link presets are available on the Business and Data Rooms Plus plans.

Step 1: Log into Papermark

1. Go to your Papermark account – Papermark.
2. Enter your credentials to access your dashboard.

Step 2: Open link presets in settings

1. Click Settings in the left sidebar.
2. Choose Link presets from the tabs across the top.

Step 3: Create a new preset

1. Click New preset.
2. Give the preset a name, for example "Investor link" or "Internal only".

Step 4: Configure preset options

Link presets now support every link setting, so you can save your full configuration in one place. Configure any combination of:

• Download toggle and disable printing
• Password protection
• Watermark settings (see dynamic watermarks)
• Email notification preferences (instant, daily digest, or weekly summary)
• Expiration date, including dynamic options (7 days, 30 days, 90 days from creation)
• Custom domain selection (auto-generated slug or your own)
• Allow list and block list rules
• Email verification requirements
• NDA or agreement requirements
• Custom fields
• Hide branding banner for white-label links

Pick the combination you need, then click Create preset to save it.

Step 5: Apply a preset to a new link

1. Open a document or data room.
2. Click Create link.
3. In the link drawer, open the Preset dropdown and select your saved preset. All settings populate instantly.
4. Adjust anything else if needed and click Save.

Step 6: Edit or delete presets

1. Go to Settings → Presets.
2. To edit: Click on your preset to modify its settings directly.
3. To delete: Click the Delete button on the right of the preset.
4. Changes will affect links you create going forward; existing links keep their original settings.

Advanced tips

• Default preset: Mark one preset as Default so every new link starts with those settings automatically.
• Team consistency: Share the same preset across your team to enforce standardized security.
• Versioning: If your policy changes, create a new preset rather than editing the old one so you have a clear history.

Frequently asked questions

Try presets now

Go to link presets

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