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Documentation Index

Fetch the complete documentation index at: https://developers.paperlink.online/llms.txt

Use this file to discover all available pages before exploring further.

A data room in Paperlink is a folder of documents shared through a single link. Instead of sending files one by one, you organize everything into a folder structure and give external parties a single URL. They see a browsable document library with breadcrumb navigation - no Paperlink account required. You see exactly who viewed which documents, for how long, and on which pages. Data rooms are commonly used for investor fundraising, legal due diligence, client deliverable packages, and any scenario where multiple parties need controlled access to a set of documents.
Data rooms require a Data Rooms plan. You can check your current plan under Team Settings > Billing.

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Set up a data room

1

Create the top-level folder

Go to Shared Documents in the left sidebar. Click New Folder, type a name for your data room (for example, “Series A Data Room”), and click Create Folder.
2

Create subfolders for each category

Open the folder you just created. Click New Folder again to create a subfolder. Repeat until you have a category for each type of document. A typical structure looks like this:
/Series A Data Room
  /Financials
  /Legal
  /Product
  /Team
Folders support up to 10 levels of nesting.
3

Add documents to each subfolder

Open a subfolder and click Add Document to upload files. Repeat for each subfolder until all documents are in place. You can also import documents from a URL using the Import from URL option.See Upload Documents to Paperlink for details on supported file types.
4

Open the top-level folder and create a link

Navigate back to the top-level data room folder. Open the Links & Analytics tab and click Create Link. The link creation form opens.
5

Configure access controls

Work through the four sections of the link form to set your access conditions. The most important sections for a data room are described below.
6

Create the link and share it

Click Create Link at the bottom of the form. Copy the generated URL and send it to your counterparty. If you set a password, share it through a separate channel from the link.

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Access Control section

Require email to view identifies every viewer by email, so your analytics show exactly who accessed the data room and when. For due diligence, this is essential. Restrict to specific email limits access to one address. Use this when you are sharing with a single named contact. Require login to view limits access to registered Paperlink users. This provides the strongest identity verification. Password Protection adds a password gate before the folder loads. Share the password through a separate channel - not in the same message as the link.

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Viewer Permissions section

Allow PDF download - uncheck this if you want viewers to read documents in the browser only, without saving copies. Require NDA/Agreement - displays a custom agreement that viewers must accept before accessing any documents. Enter your NDA or confidentiality agreement text (up to 5,000 characters) in the field that appears. Paperlink records every acceptance with the signer’s name, email, IP address, and timestamp. Expiration Date - set a date after which the link stops working automatically. This is useful for tender processes, fundraising rounds with a deadline, or any scenario where access should be time-limited. Welcome Message - a short message viewers see before entering the data room. Use it to explain the context, provide contact details, or add any instructions.

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What viewers see

After completing any access gates (password, email, agreement), viewers land on a browser-based document viewer that shows:
  • The full folder tree with all subfolders and documents
  • Breadcrumb navigation to move between folders
  • Each document opening in the browser viewer without needing to download
  • No Paperlink branding requirements - viewers do not need a Paperlink account
The same folder can have multiple sharing links, each with different settings. This means you can serve different audiences from the same data room without duplicating files.
For a fundraising data room, create a link for lead investors with download access and a 90-day expiration, and a second link for associates with view-only access and a 30-day expiration. Same documents, different permissions, separate analytics per audience.
You can track each link’s activity independently - Paperlink separates view counts, page engagement, and viewer sessions by link, so you always know which audience is engaging most with your documents.

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Common use cases

Fundraising - share financial projections, cap table, pitch deck, and legal structure with investors. Use email verification and an NDA gate to track every viewer and ensure confidentiality before they see sensitive numbers. Due diligence - organize corporate documents, contracts, and financial records into structured folders. Set an expiration date tied to the close timeline and restrict downloads to prevent unauthorized copies. Client deliverables - deliver final project files, reports, or design assets in a structured folder. Share with the client through a password-protected link and track which deliverables they have reviewed. Onboarding packages - provide new clients or partners with reference documents, guides, and agreements organized by topic. No expiration needed, but email verification lets you see when they engage with the materials.

Create a sharing link

Full walkthrough of the link creation form and every setting

Document requests

Attach a document checklist to a folder link and collect files from clients

Viewer analytics

Track who viewed your data room, which documents they read, and for how long

Upload documents

Add PDFs to your library and organize them into folders