You need to organize hundreds of documents for a sell-side process, with different access levels for Phase 1 and Phase 2 buyers. Manual folder management and email-based sharing creates security risks and makes it impossible to control who sees what.
With Papermark you can create tiered folder structures with per-folder permissions, controlling exactly which buyers see which documents at each deal stage.
How it works
Step by step
Step 1. Upload your cim
Open Papermark and create a new data room. Upload your deal documents organized by workstream (Financials, Legal, Operations, HR). Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.
Step 2. Set up access controls for potential buyers and their advisors
Configure your security settings. In Papermark link settings, enable Folder permissions, Tiered access, Auto-index, Bulk upload. Every viewer is verified before they can access a single page. You control exactly who among your potential buyers and their advisors sees which documents.
Step 3. Send data room access to qualified buyers and track engagement
Generate a secure link and send data room access to qualified buyers. Papermark tracks every interaction in real-time. Monitor which buyers are actively reviewing documents versus going cold. Open the analytics dashboard to see all engagement data as it happens.
Tools and integrations
No external integrations required. This workflow uses Papermark's built-in features only.
