How to change meta information on your link?

Meta information helps provide context and improves visibility when sharing your Papermark documents. This guide explains how to customize meta information for your links.

You can customize meta information in two ways:

Way 1: Default Meta Information for All Links

Step 1: Access Settings

1. Log into your Papermark account
2. Navigate to Settings through the main navigation
3. Access your account settings page

Step 2: Go to Presets

1. Find and select "Presets" in the settings menu
2. Look for the meta information section

Step 3: Configure Default Meta Information

1. Set your default title template

   • Maximum length: 120 characters
   • Best practices:
     • Include your brand name
     • Be descriptive and clear
     • Use relevant keywords

2. Create your default description template

   • Maximum length: 240 characters
   • Tips:
     • Summarize content effectively
     • Include key benefits
     • Use engaging language

3. Save your preset settings

4. These defaults will apply to all new links unless customized individually

Configure Default Meta Information

Way 2: Custom Meta Information for Individual Links

Step 1: Access Link Settings

1. Log into your Papermark account
2. Open your desired document
3. Click the settings icon
4. Look for "Meta Information" settings

Step 2: Customize Meta Information

1. Locate the meta information section
2. Enable custom meta information
3. Note: This feature requires a Business plan

Step 3: Customize Title

1. Locate the title field
2. Enter your custom title (up to 120 characters)
3. Consider including:
   • Document name
   • Brand name
   • Key benefit or purpose

Step 4: Customize Description

1. Find the description field
2. Enter your custom description (up to 240 characters)
3. Focus on:
   • Document summary
   • Value proposition
   • Call to action

Step 5: Save and Preview

1. Save your changes
2. Use the preview function to check appearance
3. Test how it looks when shared on:
   • LinkedIn
   • Twitter
   • Facebook
   • Slack

Best Practices for Meta Information

1. Title Optimization:

   • Keep it clear and concise
   • Include important keywords
   • Make it action-oriented

2. Description Excellence:

   • Front-load important information
   • Include a clear value proposition
   • Use compelling language

3. Regular Updates:

   • Review periodically
   • Update for seasonal campaigns
   • A/B test different versions

Common Issues and Solutions

• Character Limits: Stay within specified limits
• Special Characters: Some symbols may not display correctly
• Cache Issues: How to force refresh meta information
• Preview Problems: Troubleshooting steps

Update Your Meta Information

Conclusion

Well-crafted meta information is crucial for effective document sharing and visibility. By following these guidelines, you can ensure your links provide clear, engaging context when shared across different platforms.

For more information about document sharing features, check out:

• Social Media Cards
• Document Analytics
• Link Settings