Getting Started with Papermark - A Short Guide
Welcome to Papermark! This guide will walk you through the essential steps to get started with our platform, from uploading your first document to tracking viewer engagement with detailed analytics. Papermark makes it easy to share documents securely while gaining valuable insights into how your content is being consumed.
Step 1: Upload Your Documents
The first step in your Papermark journey is uploading your documents. Papermark offers several convenient ways to add your files:
Option A: Upload during onboarding
When you first sign up for Papermark, the onboarding process will guide you through uploading your first document:
- Create your account at Papermark
- Follow the onboarding steps
- Upload your first document when prompted
- Complete the setup process
Option B: Upload from your dashboard
Once you're logged in, you can easily upload additional documents:
- Navigate to your dashboard
- Click the "Upload Document" button
- Select your file from your computer
- Wait for the upload to complete
Option C: Bulk upload multiple files
Need to upload several documents at once? Papermark makes it simple:
- Go to your dashboard
- Find the bulk upload area
- Select multiple files from your computer
- Drag and drop them into the upload area
Option D: Add Notion documents
You can also integrate Notion pages directly:
- Copy your Notion page's shareable link
- In your Papermark dashboard, select "Link to Document"
- Paste your Notion link
- Confirm the addition
Step 2: Create Trackable Links
After uploading your documents, the next step is to create trackable links for sharing:
Automatic link generation
When you upload a document, Papermark automatically generates a shareable link. This link is immediately available for sharing and includes basic tracking capabilities.
Creating additional links
For more control or to share with different audiences:
- Navigate to your document's dashboard
- Look for the "Create New Link" button in the right corner
- Click to generate a new unique link
Each link you create has its own separate analytics, allowing you to track different sharing campaigns or audiences independently.
Step 3: Configure Link Settings and Permissions
Papermark gives you powerful control over how your documents are accessed and viewed:
Essential link settings
In the link settings, you can configure:
- Link Name: Give your link a descriptive name for easy identification
- Require Email: Make viewers provide their email before accessing the document
- Email Notifications: Get notified when someone views your document
- Download Permissions: Allow or prevent document downloads
- Expiration Date: Set a date when the link will no longer work
Advanced security options
Depending on your plan, you can also set up:
- Password Protection: Add a password requirement
- Email Verification: Ensure viewers verify their email address
- Viewer Allowlists/Blocklists: Control exactly who can access your document
- Screenshot Protection: Prevent viewers from taking screenshots
- Watermarking: Add dynamic watermarks to your documents
- NDA Requirements: Require viewers to accept an NDA before viewing
Step 4: Share Your Documents
Once your document is uploaded and your link settings are configured, you're ready to share:
- Copy your unique link from the document dashboard
- Share it via email, messaging apps, or social media
- Recipients can access the document directly through the link
For team collaboration, you can also add team members to your Papermark workspace.
Step 5: Track Engagement with Analytics
One of Papermark's most powerful features is its comprehensive analytics:
Document-level analytics
- View count: See how many times your document has been viewed
- Average view duration: Understand how long viewers spend with your content
- Completion rates: Track what percentage of viewers finish your document
Page-by-page analytics
- Time spent per page: See which pages receive the most attention
- Engagement patterns: Identify which sections are most compelling
- Drop-off points: Find where viewers tend to stop reading
Viewer-specific data
- Individual viewer tracking: See exactly who viewed your document
- Viewer location: Track geographic information
- Device information: Understand how viewers are accessing your content
- Feedback responses: Review answers to your feedback questions
Next Steps
Now that you've mastered the basics of Papermark, consider exploring these advanced features:
- Data Rooms: Organize multiple documents in structured folders
- Custom Domains: Share documents using your own domain
- Document Versions: Update documents while maintaining the same link
- Feedback Questions: Collect specific feedback from your viewers
- Team Collaboration: Add team members to your workspace
Conclusion
Papermark provides a powerful yet intuitive platform for secure document sharing with detailed analytics. By following this guide, you've learned how to upload documents, create trackable links, set permissions, and analyze viewer engagement. These core features form the foundation of what makes Papermark an essential tool for professionals who need to share documents securely while gaining valuable insights.
Ready to take your document sharing to the next level? Explore our help center for more detailed guides on specific features, or contact our support team if you have any questions.