Help CenterHow to create an allow list in Papermark?

How to create an allow list in Papermark?

Creating an Allow List in Papermark

Creating an allow list in Papermark helps you control who can access your shared document and data room links. This guide will walk you through the steps to set up and manage an allow list for your links.

What is an allow list?

An allow list is a security feature that lets you specify which email addresses are permitted to view your document or data room link. You can add individual email addresses or allow access to all users under a specific domain (e.g., "@company.com"). This ensures that only authorized users can access your sensitive information.

Accessing the allow list feature

  1. Log into your Papermark account.
  2. Navigate to the document or data room link you want to secure.
  3. Click on the "Settings" tab for the specific link.

Creating an allow list

  1. In the link settings page, scroll down to find the "Allow List" section.
  2. Click on the "Add to Allow List" button.
  3. Enter either:
    • Individual email addresses (e.g., "john@company.com, sarah@company.com"), or
    • Domain names with "@" prefix (e.g., "@company.com") to allow all users from that domain
  4. Click "Save" to apply the changes.

Managing your allow list

You can update your allow list at any time:

  1. Navigate to the "Allow List" section in the link settings page.
  2. Add or remove email addresses as needed.
  3. Click "Save" to update the list.

Best practices for using allow lists

  • Regularly Update: Keep your allow list up to date to ensure only current team members have access.
  • Inform Users: Notify users when they are added to or removed from the allow list.
  • Combine with Other Security Features: Use allow lists in conjunction with other security features like password protection and email authentication for enhanced security.

Conclusion

Creating and managing an allow list in Papermark is a straightforward process that significantly enhances the security of your shared document and data room links. By following these steps, you can ensure that only authorized users have access to your sensitive information.

For more information on securing your documents, check out our articles on document analytics and feedback from visitors. If you have any questions or need further assistance, please contact our support team.

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