Erste SchritteSign In to PaperLinkSign in to PaperLink with Google, LinkedIn, or Telegram. No password needed - pick your provider and you're in.2 Min. Lesezeit
Erste SchritteYour First Workspace - What PaperLink Creates for YouAfter your first sign-in, PaperLink sets up a ready-to-use workspace with a team, company, client, product, financial accounts, and expense categories.6 Min. Lesezeit
Erste SchritteChange the Interface LanguageHow to change the PaperLink interface language through settings or URL. Supported languages, auto-detection, and how preferences are saved.3 Min. Lesezeit
Erste SchritteGet AI Business AdviceDescribe your business and get a personalized AI recommendation on where to start in PaperLink - which features to use first and how to set up your workspace.3 Min. Lesezeit
Erste SchritteManage Connected AccountsHow to manage your PaperLink login methods. Connect or disconnect Google, LinkedIn, and Telegram from your profile settings.2 Min. Lesezeit
Erste SchritteConnect PaperLink to Your AI AssistantConnect PaperLink to Claude or ChatGPT to manage invoices, clients, and documents through natural language.2 Min. Lesezeit
Freigabe und ZugriffCreate a Sharing LinkLearn how to create a sharing link for a document in PaperLink. Set access controls, name your link, and share it with clients.3 Min. Lesezeit
Freigabe und ZugriffManage Link SettingsAll sharing link settings in PaperLink: access control, viewer permissions, expiration, custom URLs. Edit any time after creation.5 Min. Lesezeit
Freigabe und ZugriffCollect Documents with Document RequestsAttach a document checklist to any folder sharing link. Clients upload required files directly through the link - with progress tracking and due dates.5 Min. Lesezeit
Freigabe und ZugriffSend Email Notifications When Sharing DocumentsSend document sharing notifications by email with templates, per-recipient tracking, and live preview. Requires SMTP setup.3 Min. Lesezeit
SicherheitRequire an Agreement Before ViewingRequire viewers to sign an NDA or custom agreement before accessing a shared document. Full audit trail with downloadable PDF proof.3 Min. Lesezeit
SicherheitSet Link ExpirationSet an expiration date on a sharing link so it stops working after your deadline. Available on all PaperLink plans.3 Min. Lesezeit
AnalytikUnderstand Viewer AnalyticsLearn what each metric means in PaperLink's viewer analytics dashboard - views, unique visitors, time spent, pages viewed, country, device, and downloads.4 Min. Lesezeit
AnalytikGet AI Insight for Shared DocumentsUse AI Insight to analyze your document and folder sharing data. PaperLink's AI reads viewer engagement patterns and generates actionable recommendations.3 Min. Lesezeit
Zahlungen und RechnungenManage Your SubscriptionHow to subscribe, upgrade, downgrade, or cancel your PaperLink plan. Billing cycle, free trial, and what happens when you cancel.4 Min. Lesezeit
DokumenteUpload DocumentsLearn how to upload documents to PaperLink. Drag and drop or browse to add files to your shared document library.2 Min. Lesezeit
DokumenteImport a File from URL or Pasted TextImport a published Claude artifact URL or paste Markdown text to create a shareable PDF in PaperLink with full view analytics.3 Min. Lesezeit
DokumenteOrganize Files with FoldersCreate folders to organize your shared documents in PaperLink. Move files, rename folders, share entire folders via link, and nest up to 10 levels deep.3 Min. Lesezeit
DokumenteSet Up a Data RoomCreate a virtual data room in PaperLink. Organize documents in folders, create a sharing link with password, email verification, and NDA gates.4 Min. Lesezeit
TeamsInvite a Team MemberHow to invite people to your PaperLink team. Assign roles, control permissions, and collaborate on invoices, documents, and client management.2 Min. Lesezeit
TeamsRename Your Team and Update the LogoHow to change your PaperLink team name and upload a team logo. Name rules, accepted file formats, and who can make changes.1 Min. Lesezeit
TeamsCreate Checklist TemplatesCreate reusable checklist templates in Team Settings for Document Requests. Define standard document sets once and apply them to any sharing link.3 Min. Lesezeit
TeamsSet Up Your Referral ProgramCreate referral links, track clicks and sign-ups, and earn 50% commission on every payment for 12 months. Step-by-step guide to PaperLink's referral program.4 Min. Lesezeit
TeamsConnect Slack for Real-Time NotificationsConnect your Slack workspace to get instant notifications when someone views, downloads, or signs your shared documents. No Zapier needed.4 Min. Lesezeit
TeamsSet Up Corporate Email for Document NotificationsConnect your corporate SMTP server to send document notifications from your own email address. Covers Gmail setup, email templates, and live preview.5 Min. Lesezeit
BuchhaltungAdd a Product or ServiceAdd a product or service to your PaperLink catalog. Set pricing, tax, SKU, and inventory - then reuse it on invoices and estimates.3 Min. Lesezeit
BuchhaltungSet Up Your CompanySet up your company in PaperLink - name, address, bank details, regional banking codes, and tax IDs. This info appears on your invoices.4 Min. Lesezeit
BuchhaltungAdd a Business ClientAdd a business client in PaperLink - company name, contact details, address, banking, and tax IDs. This info appears on your invoices and estimates.4 Min. Lesezeit
BuchhaltungAdd an Individual ClientAdd an individual client in PaperLink - name, email, banking, and tax IDs. Use this for freelancers, sole traders, and personal clients.3 Min. Lesezeit
BuchhaltungCreate an InvoiceCreate an invoice in PaperLink - pick a client and company, add line items from your product catalog, set dates and payment terms, and save as Draft.4 Min. Lesezeit
BuchhaltungManage Invoice and Estimate StatusesManage invoice and estimate statuses in PaperLink - system defaults, custom statuses, reordering, and colors. Admin and Owner only.3 Min. Lesezeit
BuchhaltungUse Description AutocompleteSpeed up transaction entry with autocomplete. Type 2 characters to see suggestions from past transactions, then auto-fill account, amount, and category.3 Min. Lesezeit
BuchhaltungReset Personal Accounting DataHow to delete transactions, categories, and financial accounts in PaperLink personal accounting. What each reset action does and what it removes.3 Min. Lesezeit
BuchhaltungManage Currency Exchange RatesHow to set up exchange rates in PaperLink personal accounting. Add currencies, set a base currency, use auto or manual rates.4 Min. Lesezeit
BuchhaltungManage Transaction CategoriesHow to add, edit, and delete income and expense categories in PaperLink personal accounting. Default categories, system Uncategorized, and tree structure.4 Min. Lesezeit
BuchhaltungAdd a Financial AccountHow to add a financial account in PaperLink personal accounting. Account types, currency, initial balance, and default account settings.3 Min. Lesezeit
BuchhaltungAdd a Company Financial AccountHow to add a company financial account in PaperLink. Track business income, pay taxes, and transfer funds between company and personal accounts.3 Min. Lesezeit
BuchhaltungManage Company CurrenciesHow to set up currencies for a company in PaperLink. Primary currency, add foreign currencies, auto and manual exchange rates.2 Min. Lesezeit
BuchhaltungManage Company CategoriesHow to manage income and expense categories for company accounting in PaperLink. Default categories, Uncategorized, and team-shared category trees.2 Min. Lesezeit
domainsAdd a Custom DomainConnect your own domain to PaperLink so shared documents appear under your brand - DNS setup, verification, and status meanings.3 Min. Lesezeit
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