v0.21.0

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.


<img width="2962" height="1706" alt="zGpB677wa99Iga0" src="https://github.com/user-attachments/assets/a783ab27-2099-40fd-8a88-34b27f2c7714" />


### 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


<img width="1916" height="1720" alt="YsLanNrE79dEUvo" src="https://github.com/user-attachments/assets/3aa4de3b-83e5-4797-aff5-4aff2365d9b4" />


 

### Document Previews
You can quickly preview documents without opening an internal link or viewing an official link and causing internal analytics.

<img width="2962" height="1714" alt="GV9AsTkQC5GC4wH" src="https://github.com/user-attachments/assets/8ef6824b-61b9-4c7c-b1ef-bfb5628571a4" />

 

### 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

<img width="2982" height="1616" alt="6SWVYhB0zTkRk7x" src="https://github.com/user-attachments/assets/a1d914c8-4ed9-4a93-8e44-bcaaeae2a89f" />

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


**Full Changelog**: https://github.com/mfts/papermark/compare/v0.20.0...v0.21.0