How to set up a data room on Papermark?

A data room is a secure space where you can share multiple documents with stakeholders. Papermark takes this concept further by allowing you to add your own branding, creating a professional and cohesive sharing experience. Here's how you can set up your own branded data room in Papermark. Full list of Papermark Data Room features

Step 1: Login to your Papermark account

Log in to your Papermark account to get started. If you don't have an account, you’ll need to sign up first.

Step 2: Create a data room in the menu

In your menu create data room, where you can compile all the documents you want to share.

Create data room

You can set a free trial for data room, by going to the Upgrade menu and selecting below upgrade buttons set a trial

Step 3: Upload and organize documents in folders

Upload the documents you want to include in your data room. You can also organize existing documents into this folder.

Step 4: Customize your data room branding

• Branding: Add your company logo, customize the color scheme, and set up a welcome window design to align with your brand identity.
• Link Settings: Define who can access your data room via link settings. You may set permissions at this stage, requiring visitors to enter an email or a password, creating the block lists or adding NDA.

Step 5: Add custom domain to the link

You can add custom domain to links of the data room

Step 6: Share access to your data room

Once your data room is set up and branded, you're ready to share it. Generate a shareable link and distribute it to your intended audience.

Step 7: Monitor engagement

With your data room live, you can track how users interact with the documents. Papermark's analytics will show you who's accessing the data room and which documents are getting the most attention.

Advantages of Using a Data Room in Papermark

• Sharing with one link: Instead of sharing individual documents, share a single link to the data room containing all relevant materials.
• Enhanced Security: Keep sensitive information secure with controlled access, ensuring only the right eyes see your documents.
• Professional Presentation: A branded data room makes a strong impression on stakeholders, showcasing your professionalism.

Conclusion

With Papermark you can create a data room and share documents securely via custom link.