v0.17.0

Visitor overview, search and sort documents, analytics exports, and more. 👇

Highlights ✨

Visitor overview

Whether you are sharing a data room or individual documents, your documents are getting a lot of attention. We made it easier for you to see all your visitors and what documents they visited in one simple interface.

For every visitors that viewed your document, we add up the cumulative visit history. We break down the visitors by

• document name
• last viewed timestamp
• total time spent
• number of visits

In a future update, we plan to extend the visitor analytics overview with more details for each document, such as a cumulative page-by-page graph.

Search and sort documents

We made it easier to find the right document in your team account. You can search across all document by document name. Additionally, you can sort all documents by

• name
• upload date
• recently viewed
• number of views
• number of links

The best thing: it's part of the browser history, so you can use the browser back button to navigate between searches or share the search result page with a team member.

Archive visits

Document analytics can get cluttered fast, especially if you are testing your links or there's an outlier visit that skews the combined analytics. We added the ability to archive individual views, so that not one view ruins your overall statistics.

Quality-of-life improvements

• new email verification flow with OTP
• persist folder/file hierarchy when uploading folder with multiple documents
• subpages support in Notion document
• add last-used login indicator
• keep folder state in data room between document views
• export document visits to csv
• add custom favicon in social media cards

What's Changed

• chore: changes to access screen by @mfts in #603
• fix: email verification by @mfts in #604
• feat: improve link creation by @mfts in #605
• refactor(viewers): disconnect viewers from datarooms by @mfts in #606
• feat(prisma): adjust viewer table model by @mfts in #607
• fix: limit email sends by @mfts in #609
• fix: update plan check by @mfts in #610
• fix: limit api invitations by @mfts in #611
• feat: new file type support by @mfts in #612
• chore: update dependencies by @mfts in #615
• feat: billing updates and fix on email name by @shnai0 in #616
• fix: bulk download w/ groups by @mfts in #618
• feat(email-verification): persist email verification state locally by @mfts in #620
• feat: updates to groups by @mfts in #621
• feat: add docs and links limits by @mfts in #622
• style: fix progress color by @mfts in #624
• feat: enable upgrade if no stripeId but higher plan by @mfts in #626
• fix: issues with inconsistent theming in various components by @Ryadav0654 in #632
• chore: change email subject line by @mfts in #636
• feat(notion): fetch subpages by @mfts in #640
• feat: Add custom favicon icon in document link by @AshishViradiya153 in #608
• fix: made the dataroom route protected in case user hasn't opted for any trial or plan by @nidhish-srivastava in #613
• feat: change verification text in email by @mfts in #656
• chore: update index.ts by @eltociear in #653
• feat: implement new link verification for email by @mfts in #661
• feat: handle Duplicate Data Room Error and Display Subscription Modal When Limit Reached by @AshishViradiya153 in #659
• fix: add missing favicon by @mfts in #675
• fix: dataroom delete equal name issue by @AshishViradiya153 in #673
• feat: handled error on /documents page if there is error fetching documents from server by @nidhish-srivastava in #682
• oss.gg:no-code side quest by @adityadeshlahre in #681
• feat: add plaintext to emails by @mfts in #688
• feat: disable page links on free by @mfts in #689
• fix: Upload Zone UI by @ChaseNelson in #686
• feat: prevent free users from inviting to dataroom by @mfts in #691
• fix: remove black color for subheading in dataroom groups page by @yashsharma999 in #693
• fix: HotFix-Dataroom-name-trim by @AshishViradiya153 in #700
• docs: Update Node.js version requirement to >= 18.17.0 in README by @bhavyajain511 in #705
• feat: add unit-based pricing by @mfts in #750
• fix: inconsistent theme in 404 screen by @JeevaRamanathan in #709
• docs: Added Script for Prisma by @rishipatel9 in #724
• feat: added small changes to side bar and upgrade modal by @shnai0 in #753
• feat: make agreement name customizable by @DeepaPrasanna in #674
• fix: Single State for Button Disable and Loading by @mohdjami in #713
• feat: added last_used in login page by @RajuGangitla in #718
• fix: add proper spacing to add-document-button by @souvikjs01 in #754
• docs: add missing PostgreSQL link by @vamsi4845 in #802
• feat: Improve document 📄 "Action" tab by @AshishViradiya153 in #678
• fix: added all supported extensions in the file uploads by @JeevaRamanathan in #789
• fix: disabled to create links & duplicate documents due to free version limit by @JeevaRamanathan in #855
• fix: The Papermark logo on the top left on the sidebar should redirect to /documents when clicked by @hiralvavadiya in #870
• fix: trial banner random popup by @mfts in #930
• fix: hide sidebar notice by @mfts in #943
• feat: papermark logo redirect to /document by @tushar-agarwal7 in #806
• fix: login page should always be in light theme by @aritradevelops in #928
• fix: Keep state in dataroom view between document and dataroom view #783 by @Nithin-532 in #968
• refactor: link sidebar add bottom space by @AshishViradiya153 in #846
• feat: Added feature Export Visits to download the csv of Visits and Views by @aryany9 in #840
• feat: Add "report" button to document viewer to report abuse by @RajuGangitla in #997
• fix: invite group members by @mfts in #1060
• fix: only watermark pdfs by @mfts in #1065
• fix(temp): add size limit for presets to 4mb by @mfts in #1088
• fix: improve document nav on mobile devices by @mfts in #1115
• feat: search_bar by @shnai0 in #751
• fix: download original file type by @mfts in #1122
• fix: the unscrollability across the /settings/branding page across navbar-and-frontpage by @dhanyamd in #823
• feat: improve Loading Performance and UI in dark mode by @ShreyasLakhani in #824
• fix: added responsiveness to button for better visualization by @souvikjs01 in #845
• fix: Added Overflow-auto and Gap for team members details by @rishipatel9 in #945
• fix: adds scrollbar to add folder modal by @sateshcharan in #1066
• docs: Typos and Improve Clarity in Documentation by @UTSAVS26 in #1141
• fix: Upgrade button dark mode visibility by @JeevaRamanathan in #1144
• feat: View dataroom folder tree list and documnet list ui fix by @AshishViradiya153 in #952
• fix: resolve margin issues in DocumentList and Tree components by @JeevaRamanathan in https://github.com/m...

v0.16.0

Granular group permissions, watermarks, and more file types. 👇

Highlights ✨

File-level granular permissions

Datarooms can get really large and sometimes you may want to grant access to a couple of documents and folders in the dataroom to a particular group of visitors (e.g. lawyers or new investors).

With Groups, we are introducing file-level granular permissions:

1. Create a new group
2. Add members to the group
3. Define what folders or documents they are allowed to view or download.

Watermark Documents

Watermarks are convenient way to protecting your documents on top of the access controls. You can customize the watermark on a per-link basis.

Watermark settings include:

• static text
• dynamic variables (email, date, time, ip address)
• text options (rotation, colour, opacity, font size)
• layout position (single or repeated))
• scales with zoom
• persists when download is allowed

New file types

While we have been supporting PDF and sheet-based files like Microsoft Excel since the beginning, we are happy to announce support for new formats like Powerpoint and Word documents.

Now, Papermark supports the following file types:

• .pdf
• .ppt, .pptx, .odp
• .doc, .docx, .odt
• .xls, .xlsx, .csv, .ods

Link Presets

Adding default social media cards or meta tag titles is now possible with Link Presets. This lays the foundation for creating different presets for fundraising, internal communications, sales and more ✨

You can also add a custom domain as a default domain for new links.

In a future update, we will add more link options to the presets and let teams manage multiple presets.

Quality-of-life improvements

• dataroom bulk downloads are now contain the full folder structure
• custom domains refresh
• new onboarding flow
• better error handling
• advanced excel view mode
• and many more

What's Changed

• feat: update button color for upgrade button by @nidhish-srivastava in #575
• feat: add watermarking by @mfts in #576
• feat: add default domain by @mfts in #578
• feat: add link presets by @mfts in #580
• feat: add structured bulk download by @mfts in #581
• chore: update dependencies by @mfts in #583 #592
• fix: bulk download all folders by @mfts in #585
• fix: dataroom folder rename by @mfts in #586
• fix: refresh domains by @mfts in #588
• feat: update onboarding by @shnai0 in #591
• fix: error handling of documents/[id] page by @nidhish-srivastava in #584
• feat: add trial onboarding emails by @mfts in #589
• feat: add dataroom groups and granular permissions by @mfts in #594
• feat: add toggle for advanced excel mode by @mfts in #596
• feat: add trial banner by @shnai0 in #595
• feat: add filetypes to upload by @mfts in #602 #598

New Contributors

• @nidhish-srivastava made their first contribution in #575

Full Changelog: v0.15.0...v0.16.0

v0.15.0

Drag and drop, reindex datarooms, and more visitor analytics. 👇

Highlights ✨

Drag and drop documents

Managing documents just got even easier! We added drag-and-drop support for documents to move them between folders. You can drag a single document or select multiple documents to move them in bulk.

In addition, we also added the first bulk actions:

• move many documents to a (sub)folder
• delete many documents

Sort document index

With drag-and-drop, we also enabled the option to sort the document index in datarooms. If you have an executive summary that you want visitors to see first, simply drag it above other items to change the rank in the actual dataroom.

GIFs in presentations

We added the ability to render GIFs in presentations. You can read more about it here.

More analytics about visitors

We added additional information about visits to your documents. In the details view you can see:

• device type, browser and operating system
• document version number
• thumbnail of each document page

Migrate to app.papermark.io

Some may have noticed that the URL to their dashboard changed to app.papermark.io/...
We migrated earlier this month without a hitch, while keeping all links to documents unchanged. The new architecture gives us more flexibility and makes the open-source project easier to self-host.

redirect.mp4

Quality-of-life improvements

• faster and optimized document processing engine
• sort links in reverse chronological order (latest come first)
• bulk download for dataroom
• remove documents and folders from dataroom
• enable mail merge links
• enable allow/deny lists without email verification
• and many more

What's Changed

• fix: zoom by @mfts in #486
• fix: device height by @mfts in #487
• refactor: disable zoom on mobile and vertical by @mfts in #488
• fix: scroll beyond numpages by @mfts in #489
• fix: clip zoom on mobile and remove conversion popup by @mfts in #490
• feat(trigger): add retry by @mfts in #502
• feat: adjust scalefactor based on size of document by @mfts in #503
• fix: set headers by @mfts in #510
• fix: update proto to https by @mfts in #511
• refactor: small updates to bulk upload by @mfts in #520
• feat: add distributed locker for tus by @mfts in #522
• chore: update dependencies by @mfts in #523
• feat: add user agent to views by @mfts in #524
• feat: add thumbnail to visitor chart by @mfts in #525
• feat: add delete account by @mfts in #527
• refactor: sort links in descending order by @mfts in #534
• fix(radix-ui): reset pointer-events to unfreeze UI by @mfts in #540
• feat(dataroom): remove docs / folders from dataroom by @mfts in #541
• fix: bulk download by @mfts in #542
• feat(dataroom): add dataroom bulk download for s3 by @mfts in #543
• fix(download) by @mfts in #544
• fix(nav): add missing linkId and viewId by @mfts in #545
• docs: updates to metadata by @shnai0 in #546
• fix: scroll on documents page by @mfts in #548
• refactor(#259): partially converting some of the components from headlessui to shadcn by @doppedheart in #531
• chore: update dependencies by @mfts in #547
• feat: add option to remove visitor stats and papermark branding by @mfts in #549
• feat: migrate www to app by @mfts in #552
• feat: complete transition from www to app by @mfts in #553
• feat: dataroom quality of life improvements by @mfts in #555
• fix: preview links by @mfts in #556
• feat: make dataroom sortable by index by @mfts in #558
• feat: render gifs links in place by @mfts in #560
• feat: drag-drop documents into folder by @mfts in #559
• fix: visitor stats for multiple versions is shown for correct version by @mfts in #561
• feat(datarooms): add drag to move documents to folder by @mfts in #562
• fix: disable drag and drop on mobile by @mfts in #563
• feat: add bulk actions by @mfts in #565
• feat: enable mailmerge by @mfts in #567
• chore: update dependencies by @mfts in #566
• feat: allow/deny lists without verification by @mfts in #569
• feat: enable all functions for trial by @mfts in #571

New Contributors

• @doppedheart made their first contribution in #531

Full Changelog: v0.14.0...v0.15.0

v0.13.0

New file types, data room updates, and privacy improvements. 👇

Highlights ✨

Support for sheet-based files (Excel, CSV, ODS, Google Sheets)

A track record should not be a PDF. A business plan should be in rows and columns. That's why we are excited to introduce support for sheet-based file types like Excel, CSV, ODS and Google Sheets.

Excel sheets provide a different perspective. Today, sheets and presentations can live side-by-side in your data room to tell your business' full story.

We support multi-sheet workbooks and provide engagement analytics per sheet.

Vertical scroll for documents

Uploading a file auto-detects the documents natural orientation and adjusts the document viewer for vertical scroll / skip (new) or horizontal skip. For existing documents, you can choose the orientation if our processor got it wrong or you prefer one mode over the other.

New onboarding flow

The new user onboarding adds options to set up a data room directly.

Decouple folder tree navigation

Improved navigation for folders and files inside dashboard, data room setup and data room viewer.

Security quality-of-life updates

• encrypt/decrypt link password for editing an existing link password (previously it was hashed)
• remove email verification token from url parameters
• document visit notifications to team members with MANAGER role
• inviting dataroom visitors by email, generates a new link
• case-insensitive validation for inviting team members by email

What's Changed

• feat: add support for new file types: .xls, .xlsx, .ods, .csv by @mfts in #443
• feat: add sheet image by @mfts in #445
• feat: add support for multiple sheets in excel files by @mfts in #448
• feat: refactor password show decrypted password for link by @varunguleriaCodes in #397
• feat: update onboarding flow for datarooms by @mfts in #401
• feat: simplify view links by @mfts in #403
• feat: allow deleting documents by any team member by @mfts in #406
• feat: notion track visibility when changing windows by @mfts in #407
• feat: check team limits by @mfts in #408
• fix: don't block the document uploader in dataroom by @mfts in #411
• feat: improve email verification procedure and resetting the token after each visit by @mfts in #414
• feat(dataroom-users): create a new link for each invited group to datarooms by @mfts in #415
• fix: email validation case insensitive by @mfts in #422
• chore: updates for landing page by @shnai0 in #427 #428
• feat(content): updates to blog and help sections by @shnai0 in #434 #435 #436
• feat: add vertical scroll for document view by @mfts in #429
• feat: enable vertical mode for all by @mfts in #430
• feat: send notifications to all users by @mfts in #431
• feat: add change team member role by @mfts in #432
• feat: updated folder tree view by @mfts in #438
• feat: dataroom settings changes by @mfts in #439
• fix: correctly display metatags by @mfts in #441
• feat: add waituntil for simple notifications by @mfts in #442
• feat: update document notification subject line by @mfts in #444
• feat(dataroom): order documents in tree and view alphabetically by @mfts in #447

New Contributors

• @varunguleriaCodes made their first contribution in #397

Full Changelog: v0.12.0...v0.13.0

v0.12.0

Data rooms, data rooms and data rooms. 👇

Highlights ✨

Data rooms

With data rooms, Papermark introduces the ability to share multiple documents with a single link. The same analytics you are used from single documents, now as aggregate analytics across all your data room documents.

Each data room includes

• folders and subfolder hierarchy
• custom branding per data room
• page-by-page document analytics
• visitor invitations by email, audit logs and more

Folder updates

• rename folders
• delete folders
• update default sort order to alphabetical

Pagination for visitor data

A considerable decrease in page load times especially for documents with lots of visitors.

Feedback question

You can add a feedback question at the end of a document. Of course you can configure each question by link.

Auto-tagging visitors who downloaded

See who downloaded your document and when.

Updated default metatag images

The new default metatag image makes use of the og-image generator from Vercel. By default, it will use the document name as the metatag image.

Screenshot protection (experimental)

"It's impossible to block screenshots on the web" - every engineer. We know. That's why this feature is experimental. We are working on various screenshot blocking techniques and try to improve this feature.

What's Changed

• feat: memoize some stuff by @mfts in #354
• feat: updates for design of marketing pages by @shnai0 in #357
• feat: add download icon for downloaded documents by @mfts in #358
• feat: datarooms by @mfts in #364
• feat: add powered by button by @mfts in #365
• feat: add viewer and invite to view by @mfts in #369
• feat: add dataroom document notifications by @mfts in #371
• feat: rename and default-sort folders by @mfts in #372
• feat: add openstatus widget by @mfts in #376
• feat: feedback question by @mfts in #377
• feat: add data room marketing page by @shnai0 in #379
• feat: delete folder by @mfts in #382
• feat: add pagination to visitor data by @mfts in #383
• feat: improve dataroom navigation by @mfts in #385
• feat: add help articles by @mfts in #386
• feat: add terms by @shnai0 in #388
• feat: add screen protection by @mfts in #387 #390
• feat: update metadata defaults + og image by @Illyism in #391
• fix: fix posthog on custom domains by @mfts in #374
• fix: mutate document list when deleting document on detail page by @mfts in #389
• chore: update language by @mfts @shnai0 in #393 #378
• chore: update marketing pages by @shnai0 in #381

New Contributors

• @Illyism made their first contribution in #391

Full Changelog: v0.11.0...v0.12.0

v0.11.0

Folders, more accurate analytics, page thumbnail previews and more. 👇

Highlights ✨

Folders and subfolders

Folders provide a better way to organize your documents. Create a new folder (and subfolder), move your documents where you want them without impacting the document or its links.

This is the first step towards making shareable folders with a single link and the foundation for data rooms.

Improved document analytics tracking

We have improved our page-by-page analytics tracking to exclude idle sessions.

• a visitor opens your link and opens another tab/window, which hides your document from the screen. Previously, this would have been recorded as time spent on page, now it doesn't.
• a visitor opens your link on a mobile browser and then opens another app. Previously, this would have been recorded as time spent on page, now it doesn't.

Page previews

A quality-of-life feature that many have asked for: preview document page thumbnails on the analytics graph. This is available now. If you have multiple versions, then it previews the most recent version.

Auto-tagging visitors

Besides seeing which link the visitor comes from, you can know easily identify verified (email authenticated visits) and internal (visits from your team members)

Filter document analytics

Many customers double-check the links before sending them out. Now you can hide those "internal visits" from the dashboard to get true visitor analytics.

Link to specific pages in your document

It is possible to send the visitor to a specific page in your document by adding the page number as a URL parameter (?p=3) to the shared link. Try it here: https://www.papermark.io/view/clttukc4i000111xbtkvkxj9l?p=5

What's Changed

• feat: improve onboarding and first user experience by @mfts in #307
• docs: view github link on pricing page by @hanadi92 in #305
• feat: improve reactions toolbar by @mfts in #311 #315
• fix: reactions blocking navbar by @mfts in #315
• feat: filter internal visitors by @mfts in #318
• feat: link to specific page in document by @ashrafchowdury in #308
• fix: update document icon for light mode by @sachin-duhan in #291
• feat: focus on email input by @mfts in #320
• feat: improve document upload error handling by @mfts in #335
• feat: add page preview in hover by @mfts in #345
• feat: only track analytics if documents are visible by @mfts in #347
• fix: improved notifications using optionally trigger for faster load times by @mfts in #349
• feat: folders by @mfts in #351
• feat: add and update pricing / billing pages by @mfts in #352
• feat: updates to content pages by @shnai0 in #353 #302

New Contributors

• @hanadi92 made their first contribution in #305
• @sachin-duhan made their first contribution in #291

Full Changelog: v0.10.0...v0.11.0

v0.10.0

What's Changed

• feat: add aws s3 as an alternative storage by @mfts in #301
• feat: add email verification to links by @digant2482 in #197
• feat: add allowlist and blocklist by @mfts in #283
• feat: add download file button by @mfts in #279
• feat: add link detection in document pages by @Aashish-Upadhyay-101 in #274
• feat: add blog with mdx and next-remote-mdx by @shnai0 and @mfts in #287 and #285
• enhance: polished documents dashboard page by @ashrafchowdury in #275
• feat: update landing page by @mfts in #273

Full Changelog: v0.9.0...v0.10.0

v0.9.0

What's Changed

• feat: add custom branding by @mfts in #257
• feat: add avatar for visitors by @mfts in #263
• fix: deduplicate head tags by @mfts in #256
• refactor: merge investors.papermark.io to main repo by @mfts in #260
• refactor: polished documents page by @ashrafchowdury in #258
• refactor: improved domain and team dialog model UI by @ashrafchowdury in #245
• chore: remove all console log by @jeet1desai in #250
• chore: update dependencies by @mfts in #264 #264
• chore: clean warnings and improve error handling by @mfts in #265
• fix: errors on branding page by @mfts in #266

New Contributors

• @jeet1desai made their first contribution in #250

Full Changelog: v0.8.0...v0.9.0