Papermark Virtual Data Room Features
File Management (6)
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Device Syncing
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
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Web Interface
Ability to access documents via a web interface without a client being installed on a device
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File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
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Search
Can easily find files via a simple and/or advanced search
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Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
Video Support
Supports various video file formats
Collaboration (8)
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File following
Allows users to receive updates when files have been updated, added, deleted or moved.
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File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
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Simultaneously Editing
Users can work simultaneously on files.
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Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
Administration (20)
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User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
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Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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Device Management
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
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Storage Limits
Administer storage limits by user or group
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Storage Zones
Choose data center your files should be stored at
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Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Email Management
Manage, store and organize emails within the system or via third-party apps
Version Control
Track revisions and updates made to files and navigate between different versions
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Website Management
Built-in website builder or integration with third-party site
Secure Data Storage
Securely stores data to prevent data loss or breaches
Platform (4)
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Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
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Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
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System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
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APIs
Enables custom integration to external systems
Platform Basics (4)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Mobile
Offers user access across mobile platforms
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Document Security
Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Platform Content (1)
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File Sharing
Has secure file sharing capabilities for internal or external sharing
Platform Additional Functionality (2)
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Remote Shred
Allows users to quickly revoke document access even after download
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Watermarks
Automatically generates watermarks on documents when it is downloaded, viewed or printed
Platform Data (1)
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Reporting
Provides metrics around user history, such as document views and edits
Platform Performance (2)
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Bulk Upload
Allows users to upload several files at once
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Full Text Search
Find content or files using keywords, metadata, tags, etc.
Agentic AI - Cloud Content Collaboration (5)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Additional Functionality (69)
Electronic Signature
Digitally sign online documents
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Automatic Backup
Data is backed up automatically to prevent data loss
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
File Management
Create, save, and store files
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Mobile Access
Access software remotely via mobile devices
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Data Storage Management
Manage and store data in a database
Indexing
Compile and organize data into specific metrics
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
File Upload by Email
Send documents directly to data room from email
Secure Data Storage
Securely stores data to prevent data loss or breaches
Authentication
Verify the identity of users/devices to enable secure access
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Activity Tracking
Track and document all activities across devices, networks, and other systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Commenting/Notes
Leave comments and notes on documents for others to view
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
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Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Factor Authentication
Request two or more credentials to prove user's identity before granting access to systems
Secure File Viewer
Secure online viewing of sensitive documents
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Version Control
Track revisions and updates made to files and navigate between different versions
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Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
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Customizable Branding
Add customized logos and colors to align with company branding
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Prioritization
Arrange tasks based on the level of priority or urgency
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage