# Paperlink

## Docs

- [Organize Transactions with Categories in Paperlink](https://developers.paperlink.online/accounting/categories.md): Learn how to use, customize, and manage income and expense categories in Paperlink, including system defaults, custom categories, and the 3-level tree.
- [Creating and Managing Financial Accounts in Paperlink](https://developers.paperlink.online/accounting/financial-accounts.md): Learn how to create and manage bank, cash, PayPal, crypto, and other financial accounts for personal and company use in Paperlink.
- [Record Income, Expenses, and Transfers in Paperlink](https://developers.paperlink.online/accounting/transactions.md): Learn how to log income, expenses, and transfers in Paperlink, including invoice payments, cross-user transfers, and multi-currency transactions.
- [Understand Page-Level Engagement Metrics](https://developers.paperlink.online/analytics/page-engagement.md): Interpret per-page time, view counts, heatmaps, and completion rates to see exactly which parts of your document hold viewer attention.
- [Get Slack Alerts When Viewers Open Documents](https://developers.paperlink.online/analytics/slack-notifications.md): Connect your Slack workspace to Paperlink and receive real-time notifications when someone views, downloads, or signs your shared documents.
- [Track Who Views Your Shared Documents](https://developers.paperlink.online/analytics/viewer-analytics.md): Use viewer analytics to see who opened your documents, how long they spent, which pages they read, and whether they downloaded the file.
- [Authenticate with the Paperlink API](https://developers.paperlink.online/api/authentication.md): Generate an API key from Settings and authenticate your Paperlink API requests using Bearer token authentication in the Authorization header.
- [Paperlink API Endpoints Reference](https://developers.paperlink.online/api/endpoints.md): Browse all available Paperlink REST API endpoints including products CRUD operations, with full request parameters and response shape examples.
- [Paperlink REST API Overview](https://developers.paperlink.online/api/overview.md): Use the Paperlink REST API to connect your team's data with CRMs, custom scripts, and automation pipelines. Learn the base URL, modes, and scopes.
- [What is Paperlink? Secure Document Sharing Platform](https://developers.paperlink.online/getting-started/introduction.md): Paperlink lets you share documents securely, track page-level viewer analytics, send invoices, and manage accounting - all from one workspace.
- [Sign in to Paperlink with Google, LinkedIn, or Telegram](https://developers.paperlink.online/getting-started/sign-in.md): Sign in to Paperlink with your Google, LinkedIn, or Telegram account. No password required - pick your provider and you are in within seconds.
- [Your First Workspace in Paperlink: What Gets Created](https://developers.paperlink.online/getting-started/your-workspace.md): On your first sign-in, Paperlink creates a team, company, sample client, financial accounts, document statuses, and expense categories automatically.
- [Send Documents from Any Tab with the Chrome Extension](https://developers.paperlink.online/integrations/browser-extension.md): Install the Paperlink Chrome extension to create secure sharing links and insert them into Gmail, Notion, Slack, or any text field without switching tabs.
- [Use Claude or ChatGPT to Manage Your Paperlink Data](https://developers.paperlink.online/integrations/mcp-ai-assistant.md): Connect the Paperlink MCP server to your AI assistant to manage invoices, estimates, clients, and documents through natural language.
- [Real-Time Slack Alerts for Paperlink Document Views](https://developers.paperlink.online/integrations/slack.md): Connect Slack to Paperlink and get instant notifications the moment a viewer opens, downloads, or signs a document you have shared.
- [Set Up Clients and a Product Catalog for Invoicing](https://developers.paperlink.online/invoicing/clients-and-products.md): How to add business and individual clients, build a reusable product catalog, and set up your company details for accurate invoicing in Paperlink.
- [Create and Send an Invoice to a Client in Paperlink](https://developers.paperlink.online/invoicing/create-invoice.md): How to create an invoice with line items, set payment terms, apply discounts, and send it to a client using Paperlink's invoicing workflow.
- [Create Estimates and Convert Them to Invoices in Paperlink](https://developers.paperlink.online/invoicing/estimates.md): How to create estimates, track client approval through the status lifecycle, and convert an accepted estimate to an invoice in Paperlink.
- [Invoice and Estimate Statuses: Lifecycle and Customization](https://developers.paperlink.online/invoicing/statuses.md): How invoice and estimate statuses work in Paperlink, how to customize them with your own statuses, and how payment tracking maps to status changes.
- [Paperlink Integrations and Connected Services Overview](https://developers.paperlink.online/settings/integrations.md): Connect Paperlink to external tools - use the Public API, get Slack notifications, manage documents with AI, or share from your browser.
- [Manage Your Paperlink Subscription, Plan, and Billing](https://developers.paperlink.online/settings/subscription.md): Learn how to subscribe, upgrade, downgrade, or cancel your Paperlink plan, and understand what happens to your data when you change plans.
- [Manage Team Members, Roles, and Access Permissions](https://developers.paperlink.online/settings/team-members.md): Learn how to invite members, assign roles, and control what each person can do so your whole team collaborates effectively in Paperlink.
- [Create a Sharing Link for a Document](https://developers.paperlink.online/sharing/create-sharing-link.md): Step-by-step guide to creating a sharing link in Paperlink, with every form option explained so you control exactly who can access your document.
- [Use a Custom Domain for Document Sharing](https://developers.paperlink.online/sharing/custom-domains.md): Connect your own domain to Paperlink so shared document links appear as docs.yourcompany.com instead of the default Paperlink address.
- [Set Up a Data Room in Paperlink](https://developers.paperlink.online/sharing/data-room.md): Create a virtual data room in Paperlink: organize documents in folders and share the entire structure via one secure link with access controls.
- [Collect Documents from Clients via Sharing Links](https://developers.paperlink.online/sharing/document-requests.md): Attach a checklist to a folder sharing link so clients can upload required files directly through the link, with progress tracking and optional due dates.
- [Sharing Link Settings Reference](https://developers.paperlink.online/sharing/manage-link-settings.md): Complete reference for all Paperlink sharing link options: access control, viewer permissions, expiration, agreements, custom URLs, and custom domains.
- [Upload Documents to Paperlink](https://developers.paperlink.online/sharing/upload-documents.md): Add PDFs to your Shared Documents library, preview them in Paperlink, and get them ready to share with clients through secure links.