Webhooks, Dashboard, Document Previews and Dataroom Updates 👇
Highlights
Dashboard
We introduced the dashboard where you can find all your analytics in a timeline format. You can quickly access recent visits, links, documents and visitors and export them.
We plan to add more information to your dashboard and let you create them custom for your account.
Real-time Webhooks
Webhooks are a powerful way to connect Papermark with your data stack and workflows. Here are a few use cases:
- Send link visit event to your CRM
- Get notified on Slack when someone accesses a dataroom
Document Previews
You can quickly preview documents without opening an internal link or viewing an official link and causing internal analytics.
Updates to Data Rooms
We made several changes to data rooms that gives you more flexibility and control over what is shared and who can see it.
- granular file permissions can be configured on a per-link basis
- inherit file permissions based on data room settings
- visitors can download specific folders in addition to individual documents and the entire dataroom (if downloads is allowed)
- customize welcome message on the access screen
- add more context for Q&A such as document, page and version
Other noteworthy changes
We also released a couple of quality-of-life updates, like
- add dynamic link expiration to presets
- auto-log in internal preview sessions
- hide processing document from visitors
- add new document types: .eml, .rtf., .txt
- add global block list
- add global ignore notification list
- add notification for blocked visitors
- list all your passkeys
- improve visit exports with email notification for large exports
- add phone number input as custom field option
- add option to disable dataroom bulk download
What's Changed
- feat: add custom domain root redirects by @mfts in #1618
- feat: add dynamic link expiration presets by @AshishViradiya153 in #1614
- feat: tag update by @AshishViradiya153 in #1617
- feat: make email address customizable by @mfts in #1622
- chore: show last updated date on folder/file items in data room by @AshishViradiya153 in #1623
- feat: enable webhooks in settings for all users, but enable for paid plans by @AshishViradiya153 in #1512
- feat: add brand logo to cache for faster retrieval by @mfts in #1625
- feat: allow indocumentlinks by flag by @mfts in #1638
- feat: table view for change group permission from document card by @AshishViradiya153 in #1581
- feat: File and folder selection by @AshishViradiya153 in #1631
- feat: Pagination by @AshishViradiya153 in #1633
- fix: enable tag scroll on link creation by @AshishViradiya153 in #1634
- feat: link search using tag by @AshishViradiya153 in #1628
- fix: invitation email by @mfts in #1639
- fix: 401 error toast showing on dashboard by @AshishViradiya153 in #1609
- feat: Download specific folder / subfolder in dataroom (viewmode) by @AshishViradiya153 in #1626
- feat: hide processing documents in the dataroom viewer by @AshishViradiya153 in #1636
- feat: onboarding improvement by @shnai0 in #1643
- fix: resolve conflict when uploading documents sequentially by @AshishViradiya153 in #1629
- feat: allow preview session to be auto-logged in by @mfts in #1645
- feat: enable 'Generate Index File' in dataroom view by @AshishViradiya153 in #1613
- fix: escape worker if it doesn't load by @mfts in #1652
- feat: replicate folder structure from Data Room to all documents by @AshishViradiya153 in #1621
- fix: Modal Text Drag Triggers Background Item Drag by @AshishViradiya153 in #1646
- fix: duplicate download icon in viewer table by @AshishViradiya153 in #1640
- feat(settings): add management for NDA agreement documents by @AshishViradiya153 in #1651
- feat(dataroom): add setting for new document additions by @AshishViradiya153 in #1647
- fix: dataroom name change all plans by @mfts in #1657
- fix: add invalid notion document by @mfts in #1658
- feat: Add conditional rendering ui for bulk upload doc to avoid 404 by @AshishViradiya153 in #1660
- fix: link controls popup ui by @AshishViradiya153 in #1655
- fix: sidebar state by @mfts in #1663
- feat:: enable excel advanced mode on teams by default by @AshishViradiya153 in #1637
- feat: Show dataroom folder for each document by @AshishViradiya153 in #1650
- chore: add logging to signed url request by @mfts in #1665
- feat: add msg file to document types by @mfts in #1666
- feat: remove brand on trail end by @Aashish-Upadhyay-101 in #1664
- fix: issue causing error on team change by @AshishViradiya153 in #1648
- feat: add logo on access form by @mfts in #1668
- fix: check if team can send webhooks by @mfts in #1669
- fix: stripe webhook error by @mfts in #1670
- fix: detect webhook on correct id by @mfts in #1671
- fix: notify document owner as well by @mfts in #1672
- feat: add detailed analytics for data rooms plans by @mfts in #1677
- fix: "sort=lastViewed" return 500 error by @AshishViradiya153 in #1675
- chore: update dependencies by @mfts in #1678
- feat: Enable invite team members on trial by @AshishViradiya153 in #1607
- feat: add highlights for features, and Free trial button by @shnai0 in #1679
- fix: load people properly by @mfts in #1684
- fix: interaction on mobile by @mfts in #1685
- feat: add fixed height for dataroom banner by @mfts in #1686
- fix: hide advanced mode for CSV and non-Excel sheet documents by @AshishViradiya153 in #1683
- feat: Time Tracking on view pages by @AshishViradiya153 in #1681
- refactor: improve video tracking by @AshishViradiya153 in #1682
- feat: add small border for vertical document gap by @mfts in #1688
- fix(trial): enable visitors and advanced dr analytics by @mfts in #1690
- feat: add enableNotification option in link preset by @AshishViradiya153 in #1635
- fix: watermark documents on bulk download by @mfts in #1691
- fix: add proxy route to handle serverside download by @AshishViradiya153 in #1695
- fix: banner cover on larger screens by @mfts in #1698
- feat(ee): granular permissions by @mfts in #1699
- feat: improvements by @mfts in #1700
- fix: gif in link's name by @mfts in #1703
- fix: permissions and more by @mfts in #1706
- fix: child folder is allowed but parent not by @mfts in #1708
- feat: notion document disable user select by @mfts in #1712
- feat: add team-aware multi-region S3 storage support by @mfts in #1722
- feat: add lambda name by @mfts in #1723
- fix: Notion documents are not loading in data room by @AshishViradiya153 in #1720
- fix: deleted document still shown until refresh by @AshishViradiya153 in #1705
- fix: cannot change custom urls if it's set for a link by @AshishViradiya153 in #1697
- fix: ensure document views show as verified when dataroom is verified by @AshishViradiya153 in #1717
- feat: Disable printing for document and dataroom views by @AshishViradiya153 in #1718
- feat: Sort the order of folders in overview tree by @AshishViradiya153 in #1709
- fix: fallback to force domain name in email verification URL by @AshishViradiya153 in #1710
- feat: show visitor location/user-agent on video and dataroom views by @AshishViradiya153 in #1719
- feat: allow uploads with featureflags by @mfts in #1725
- chore: extend time for download visits by @mfts in #1729
- fix: Popup by @AshishViradiya153 in #1727
- feat: Updated plan modal by @AshishViradiya153 in #1730
- feat: Added redirection to permissions tab in data rooms after creating link by @AshishViradiya153 in #1732
- feat: Redesign banner for trial by @AshishViradiya153 in #1731
- fix: Setting of granular permissions changed by @AshishViradiya153 in #1738
- fix: inconsistency in the group permissions links by @AshishViradiya153 in #1744
- feat: Improve loading speed of visitors tab by @AshishViradiya153 in #1716
- feat: Only append numbers to final folder name, not to path segments by @AshishViradiya153 in #1659
- fix: persist RadioGroup selection in report form by @AshishViradiya153 in #1739
- fix: only enable advanced mode on Business and upper plan by @AshishViradiya153 in #1742
- feat: Remove embedding from feature flags by @AshishViradiya153 in #1741
- feat: Prevent preview action during processing by @AshishViradiya153 in #1662
- fix: Increase dataroom name max length from 34 to 156 by @AshishViradiya153 in #1737
- feat: Enable features in 7 day trial(and show correct popups) by @AshishViradiya153 in #1728
- fix: dataroom folder updatedAt not taking into account document up… by @AshishViradiya153 in #1746
- feat: Added version number to dataroom index file by @AshishViradiya153 in #1735
- feat: Added field for dynamic bg color by @AshishViradiya153 in #1713
- feat: update invitation expire link time to 7 days by @AshishViradiya153 in #1693
- feat: Add search bar to Dataroom viewer mode by @AshishViradiya153 in #1509
- feat: Added a global list of domains to ignore notification by @AshishViradiya153 in #1749
- feat: advanced mode and nda issue by @mfts in #1752
- feat: Added global email block list for teams by @AshishViradiya153 in #1754
- fix: isEmailMatched by @mfts in #1755
- fix: don't optimized mp4 files by @mfts in #1756
- feat: Allow admins to assign admin role by @mfts in #1759
- feat: Allow managers to update ignored domains by @mfts in #1761
- feat: Rename people tab to team by @shnai0 in #1758
- feat: set group permission for doc from dataroom setting by @AshishViradiya153 in #1704
- fix: improve watermarking for non-supported characters by @mfts in #1765
- fix: memory for annotate document by @mfts in #1764
- feat: add document preview by @mfts in #1769
- feat: Export document visits to tinybird asynchronously by @mfts in #1762
- fix: avoid double renders by @mfts in #1771
- feat: Enable agreement download for team by @mfts in #1775
- feat: add data room trial button on each popup by @AshishViradiya153 in #1726
- fix: prevent long document names from overflowing modal dialog by @AshishViradiya153 in #1772
- fix: watermark on partial folder downloads by @mfts in #1781
- fix: add missing needsWatermark on dataroom folder by @mfts in #1782
- feat: Added highlights when click on adding folder by @AshishViradiya153 in #1779
- feat: notify team if blocked email tried to access a link by @AshishViradiya153 in #1776
- feat: Unify upgrade buttons everywhere by @AshishViradiya153 in #1733
- feat: add ability to change 'Your action is requested' by @AshishViradiya153 in #1768
- feat: small screen shows only icon in btn with tooltip by @AshishViradiya153 in #1748
- feat: improve useBreakpoint hook performance and accuracy by @mfts in #1784
- feat: add notion access checker by @mfts in #1786
- feat: list passkeys by @mfts in #1787
- feat: add cancel export button and recent exports by @mfts in #1788
- feat: add gtm by @mfts in #1789
- fix: passkeys by @mfts in #1790
- fix: change fileSize to bigint by @mfts in #1791
- feat: implement multipart file uploads with pre signed urls 3ae0 by @mfts in #1792
- feat: add rtf / txt file support by @mfts in #1793
- feat(ee): notify team members of new conversation messages 311d by @mfts in #1794
- feat(ee): add document and page number context 48ff by @mfts in #1795
- feat: track teamid in link viewed event 112e by @mfts in #1798
- feat: add phone number field to custom fields 58b7 by @mfts in #1799
- feat: keep original name for watermarked document by @mfts in #1800
- feat: v1 cancel by @mfts in #1797
- feat: add no datarooms included to pro plan 12af by @mfts in #1803
- feat: export custom fields as label value pairs 79e5 by @mfts in #1804
- fix: minimum quantity error by @mfts in #1808
- feat: improve screenshot protection by @mfts in #1810
- feat: introduce ratelimiting to endpoint by @mfts in #1811
- feat: extend by @mfts in #1812
- feat: allow download doc-less folders by @mfts in #1813
- feat: Create SECURITY.md by @mfts in #1814
- feat: dynamically load code imports by @mfts in #1815
- fix: update pause behavior by @mfts in #1817
- feat: update fallback plan by @mfts in #1820
- feat: add toggle to disallow bulk download by @mfts in #1821
Full Changelog: v0.20.0...v0.21.0