Papermark NDA-Gated Deal Room Launch (Onboarding)

Papermark NDA-Gated Deal Room Launch (Onboarding)

1. 01

   Create the client workspace and confirm plan headroom before upload

   On the Free tier you get 50 documents and 50 links with 1 team member; Pro (24 €/month) lifts links to unlimited and documents to 100; Business (59 €/month) allows 1,000 documents and 3 team members. Match the plan to the client's document count before the first upload, because a mid-deal upgrade request stalls delivery.

2. 02

   Apply custom branding and the custom domain

   Custom branding and removal of Papermark branding start at Pro; the custom domain for documents is a Business-tier feature. Set the client's logo and domain before any link leaves the agency, since links already circulating cannot be rebranded retroactively.

3. 03

   Upload documents and set file-level permissions per recipient group

   Use granular file-level permissions to separate what the buyer's counsel sees from what the operating partner sees. Build permission profiles for up to 5 recipient types, then test each profile with a real email address before the client reviews it.

4. 04

   Enable NDA gating, email verification, and password protection on every external link

   Gate the data room behind an NDA acceptance step so the acceptance timestamp is captured per viewer. Layer email verification and a password on top for the most sensitive folders, and confirm the NDA text matches the client's approved language.

5. 05

   Turn on dynamic watermarking and screenshot protection

   Dynamic watermarking stamps the viewer's identity onto each page, which is the deterrent that matters when a document leaks. Screenshot protection adds a second control; verify both render correctly on mobile before the client's counterparties open the room.

6. 06

   Confirm page-by-page analytics and audit logs are recording

   Open a document as a test viewer, read a few pages, and check that page-by-page analytics capture view duration and completion rate against that viewer. Audit logs should show the access event; if either is blank, the engagement report you sell the client will be empty.

7. 07

   Connect Notion as a document source where the client already drafts there

   If the client maintains documents in Notion, wire the Notion connection so source updates flow into Papermark instead of being re-uploaded by hand each week. Confirm the sync direction with the client's ops lead so nobody overwrites a signed version.

8. 08

   Hand off credentials and the monthly reporting cadence to the client

   Deliver admin access, a one-page guide to reading the analytics dashboard, and the date of the first monthly viewer engagement report. Log the retainer scope (setup plus ongoing reporting hours) so the agency's delivery team knows what is billable.