Q&A Conversations in Papermark

Q&A conversations in Papermark allow you to facilitate discussions and questions about your shared documents with viewers. This feature enables real-time communication between document owners and viewers, making it easier to address questions, provide clarifications, and gather feedback. This guide will walk you through how to use Q&A conversations in Papermark effectively.

What are Q&A Conversations?

Q&A conversations are a feature in Papermark that allows viewers to ask questions about specific documents or the dataroom in general. This creates a collaborative environment where document owners can provide clarifications, answer questions, and engage with their audience directly within the Papermark platform.

Enabling Q&A Conversations

For Data Rooms

1. Log into your Papermark account
2. Navigate to the Data Room you want to enable conversations for.
3. Click on the "Q&A conversations" tab for this specific Data Room.
4. Turn it on and further enable it on particular link for sharing

For Individual Documents (coming soon)

1. Log into your Papermark account and got to the document tab
2. Navigate to the document you want to enable conversations for.
3. Click on the "Link Settings" for the specific document.
4. Find the "Conversations" section and toggle the switch to enable conversations.

Enable Q&A Conversations

Setting conversations on a link

After conversations enabled for data room or document you need to turn them on for a link.

Using Q&A Conversations

Conversation for viewer of documents

1. When viewing a document or data room with conversations enabled, viewers can click on the "Conversations" button in the sidebar.
2. Click on "New Conversation" to start a new discussion.
3. Enter your message in the text field and click "Start Conversation" to begin.

Instan Responding to Conversations (from admin view)

1. As a document owner, you'll receive notifications when new conversations are started or when viewers reply to existing conversations.
2. Navigate to the "Conversations" section in your document or data room dashboard.
3. Click on a conversation to view the full discussion thread.
4. Type your response in the message input field and click "Send" to reply.

Managing Conversations

1. You can view all conversations related to a specific document or data room in the conversations dashboard.
2. Use the search functionality to find specific conversations by keyword.
3. Conversations are organized chronologically, with the most recent ones appearing at the top.
4. You can enable or disable notifications for specific conversations by clicking the bell icon.

Conversation Features

Notifications

Papermark allows you to manage notifications for conversations:

1. Toggle the bell icon in a conversation to enable or disable notifications.
2. When enabled, you'll receive alerts for new messages in the conversation.
3. When disabled, you won't receive notifications but can still access and respond to messages.

Conversation Visibility

Conversations can have different visibility modes:

1. Private: Only particular viewer can see the conversation
2. Public Link: Anyone with the link can see the conversation.
3. Public Document: Anyone with access to the document can see the conversation.
4. Public Data Room: Anyone with access to the data room can see the conversation.

Document-Specific Conversations

You can start conversations about specific pages or sections of a document:

1. When viewing a document, navigate to the specific page you want to discuss.
2. Open the conversations sidebar.
3. Start a new conversation, which will automatically be tagged with the current page number.
4. This helps maintain context and makes it easier to reference specific parts of the document.

Best Practices for Using Q&A Conversations

• Be Responsive: Try to respond to viewer questions promptly to maintain engagement.
• Keep Discussions Focused: Encourage viewers to ask specific questions about the document content.
• Use Document References: When answering questions, reference specific pages or sections of the document for clarity.
• Monitor Conversations: Regularly check for new conversations to ensure no questions go unanswered.
• Set Expectations: Let viewers know how quickly they can expect responses to their questions.

Conclusion

Q&A conversations in Papermark provide a powerful way to engage with your document viewers, answer questions, and gather feedback. By enabling and effectively managing conversations, you can create a more interactive and collaborative experience for your audience.

For more information on document sharing and collaboration features, check out our articles on document analytics and access controls. If you have any questions or need further assistance, please contact our support team.

Learn more about Papermark Q&A Conversations