Enterprise-grade security
SOC 2 Type IIGDPR Compliant

Changelog

Latest updates and improvements to Papermark

v0.20.6

Duplicate Link Properties

Quickly duplicate links while preserving all settings and properties

You can now duplicate any link with a single click, and all properties will be copied over.

When you duplicate a link, these settings are preserved:

  • Access controls — email requirements, password, allowed domains
  • Expiration settings — date and view limits
  • Branding — custom colors and logo
  • Watermarks — dynamic watermark configuration
  • Download permissions — allow/deny downloads

This makes it easy to create multiple links with similar settings for different recipients or use cases.

v0.20.5

Improved AI Agents

Enhanced AI capabilities for data room document analysis

Our AI agents have been significantly improved for better document analysis and Q&A capabilities.

Key improvements:

  • Faster responses — reduced latency for AI-powered queries
  • Better context understanding — improved accuracy when answering questions across multiple documents
  • Enhanced citation — more precise source references in responses
  • Expanded document support — better handling of complex PDFs and spreadsheets

These improvements apply to AI-powered features in data rooms, including the AI assistant and automated document analysis.

Available on Business and Enterprise plans.

v0.20.4

Visitor Notification Settings

Customize when and how you receive notifications about visitor activity

Take control of your notification preferences with new visitor notification settings.

You can now configure:

  • Email notifications — choose which events trigger emails
  • Notification frequency — instant, daily digest, or weekly summary
  • Event types — new views, downloads, or specific page visits
  • Per-link settings — different notification rules for different links

Access these settings from your account preferences or configure them per-link in the link settings panel.

v0.20.3

Data Room Upload Visibility

Control which visitors can see new uploads in your data room

You now have granular control over who sees new documents when they're added to your data room.

New visibility options include:

  • All visitors — everyone with access sees new uploads immediately
  • Specific groups — only selected visitor groups see new content
  • Hidden by default — new uploads are hidden until you explicitly grant access

This is particularly useful for staged document releases during due diligence, where different parties need access to different materials at different times.

Configure upload visibility in your data room settings or set it per-folder.

v0.20.2

Viewer Background Customization

Customize the background color of your data room viewer

Make your data room viewer match your brand with custom background colors.

You can now set:

  • Background color — any hex color to match your brand
  • Fill mode — choose how the background fills the viewer area
  • Dark/light presets — quick options for common themes

This applies to the document viewer experience when visitors access your data room, creating a more cohesive branded experience.

Configure background colors in your data room branding settings.

v0.20.1

Visitor Groups

Organize data room visitors into groups with shared permissions

Managing access for multiple visitors just got easier with visitor groups.

Create groups to organize visitors by:

  • Deal role — buyers, sellers, advisors, legal counsel
  • Organization — group all visitors from the same company
  • Access level — tier 1, tier 2, or full access groups
  • Custom criteria — any grouping that fits your workflow

Once grouped, you can:

  • Grant folder access to entire groups at once
  • Send bulk invitations to group members
  • Track analytics by group
  • Update permissions for all group members simultaneously

Visitor groups are available in data room settings under the new "Groups" tab.

v0.20.0

Notion Text Selection

Select and copy text from Notion documents in the viewer

Viewers can now select and copy text from Notion documents shared through Papermark.

This update enables:

  • Text selection — highlight and select text naturally
  • Copy to clipboard — copy selected text for reference
  • Better readability — improved text rendering in the viewer

Note: If you have download restrictions enabled, text selection respects those settings to maintain document security.

This improvement applies to all Notion pages and databases shared through Papermark links and data rooms.

v0.20.0

Auto-Generated Custom Domain Slugs

Custom domain links now get auto-generated slugs with one-click randomization.

When you select a custom domain for your link, we now auto-generate a clean, 10-character alphanumeric slug. No more typing random characters yourself.

Need a different one? Click the refresh button next to the slug field to generate a new random slug instantly.

  • Auto-generate slug when selecting custom domain
  • One-click button to randomize the slug
  • 10-character alphanumeric format
  • Case-sensitive for maximum uniqueness
v0.20.0

Upload Notifications for Data Rooms

Get notified when visitors upload documents to your data room.

When you enable file requests in your data room, you'll now receive email notifications when visitors upload documents. No more checking manually — know the moment new files arrive.

Notifications are smartly batched, so if a visitor uploads multiple files in quick succession, you'll get one consolidated email instead of a flood.

  • Email notifications when visitors upload files
  • Smart batching — multiple uploads = one email
  • Per-link toggle to enable/disable notifications
  • Direct link to view uploaded documents
v0.20.0

Enterprise SSO with SAML & SCIM

Full SAML single sign-on and SCIM directory sync for enterprise teams.

Enterprise teams can now connect their identity provider for seamless, secure access. Full SAML SSO support with automatic user provisioning via SCIM directory sync.

Your IT team can enforce SSO for all users, automatically provision and deprovision accounts when employees join or leave, and manage access from your existing identity provider.

  • SAML 2.0 SSO with major providers (Okta, Azure AD, Google Workspace, etc.)
  • SCIM directory sync for automatic user provisioning
  • SSO enforcement toggle for admins
  • Pre-built provider presets for quick setup

Available on Enterprise plans.

SAML SSO

v0.20.0

Rename Documents in Data Rooms

Rename documents directly in your data room without re-uploading.

Rename documents directly in your data room. Click the three-dot menu on any document and select "Rename" — no need to delete and re-upload just to fix a filename.

Changes apply instantly across your data room, including folder views, document lists, and the sidebar navigation.

  • Rename any document via the context menu
  • Changes reflect immediately everywhere
  • Works the same as folder renaming
  • Keep your data room organized without disruption
v0.20.0

Bulk Downloads with OTP Verification

Download multiple documents at once with secure OTP verification.

Download multiple documents at once from data rooms. Select the files or folders you need, and we'll package them into a single download.

For added security, downloads are protected with one-time password (OTP) verification sent to your email. This ensures only authorized viewers can access downloaded files.

  • Download entire folders or select specific files
  • Real-time progress tracking during download
  • OTP verification sent to viewer's email
  • Works with all document types in your data room
v0.20.0

Slack Private Channel Notifications

Slack notifications now work with private channels, plus domain filtering.

Slack notifications now support private channels. Keep your document alerts in a channel only your team can see.

We've also added domain filtering — set ignored domains (like your company's) so internal views don't clutter your notifications. Focus on the views that matter.

  • Connect notifications to private Slack channels
  • Filter out views from specific domains
  • Reduce notification noise from internal team views
  • Refresh button to sync new channels

Slack Private Channels

v0.20.0

Data Room Introduction Page

Add a branded introduction page to your data room.

Make a strong first impression with a custom introduction page for your data room. Add your company logo, a welcome message, and embedded video to greet visitors before they dive into documents.

  • Custom logo and branding
  • Rich text welcome message
  • Embed YouTube or Loom videos
  • Appears before the document list
  • Optional — toggle on/off per data room

Perfect for investor data rooms where you want to set context before due diligence begins.

Introduction Page

v0.20.0

Link Expiration Indicator

Visual indicator showing when links are about to expire.

Never be surprised by an expired link again. Links now show a clear visual indicator when they're approaching expiration, giving you time to extend or recreate them.

  • Color-coded expiration status
  • Warning when link expires within 7 days
  • Visible in link list and detail views
  • Quick extend option

Expiration Indicator

v0.19.13

Add Links as Files in Data Rooms

Add external links as items in your data room alongside documents.

Not everything lives in a PDF. You can now add external links as items in your data room, appearing alongside your documents in the folder structure.

  • Add any URL as a data room item
  • Custom display name
  • Opens in new tab when clicked
  • Appears in index file

Perfect for linking to external resources, company websites, or video content hosted elsewhere.

v0.19.13

AI Data Room Generation

Generate a complete data room folder structure with AI.

Starting a new data room? Let AI create the folder structure for you. Describe your use case and our AI generates a professional folder structure based on industry best practices.

Supported templates:

  • M&A due diligence
  • Fundraising data rooms
  • Real estate transactions
  • Legal document management
  • Custom use cases

Just describe what you need, and AI creates up to 8 top-level folders with appropriate subfolders. Edit the structure before finalizing.

v0.19.12

Tags for Data Rooms

Organize your data rooms with custom tags.

Keep your data rooms organized with tags. Add custom tags to categorize data rooms by deal stage, client type, or any system that works for your team.

  • Create custom tags
  • Filter data rooms by tag
  • Multiple tags per data room
  • Quick tag management
v0.19.12

Checkbox Custom Fields

Add checkbox fields to your access forms for agreements and confirmations.

Custom fields now support checkboxes, perfect for capturing confirmations, agreements, or preferences before document access.

  • Add checkbox questions to access forms
  • Require checking before access (optional)
  • Track responses in analytics
  • Export checkbox data with other fields

Great for quick confirmations like "I agree to keep this confidential" or "I am an accredited investor."

v0.19.12

Invoices Page

View and download all your invoices directly from Papermark.

Access all your billing history in one place. The new Invoices page in Settings shows all your past invoices with one-click downloads for your records.

  • View complete billing history
  • Download invoices as PDF
  • Filter by date range
  • Direct link to Stripe for payment details

Invoices Page