Help, Support & Documentation


Contact team@papyrs.com for questions or comments.

Table of Contents

1. Pages

1.1. Pages

What is a page?

Pages are the main ingredient of Papyrs, and can be used to share, discuss and collect all kinds of information. Pages are very flexible: you can add all kinds of things to your pages: rich text, files, social media widgets, images, discussions, and so on. You can even add custom online forms to collect data and process requests. You can share pages with your team, via email or make them public. Creating pages is very easy: you can design them with drag & drop, and type text and add formatting just like you would in a word processor. No technical knowledge is needed!

Basically, there are endless possibilities of the kind of pages you can make. You can create many different pages to share and process all kinds of information, which together form your own customized intranet. Just some examples: .. and much more, it's all up to you. We created some screenshots of some examples we made here. If you need to create a specific type of page but don't know how, or don't think it's possible with Papyrs, let us know (see Help & Support)!

How do I create a new page?

In the menubar of the page you are currently on, the buttons and are shown, see the following screenshot:



To create a new page, click on (this button is only available if you have permissions to create a new page). You will see the following form:



You can set the following options (you can always change these again later):
  1. The title of your page.

  2. Which folder do you want to file this page in (optional)?

    • Folders in Papyrs are like folders on your hard drive.
    • You can create a new folder with the "New folder..." link
      (only the folder you finally select is created).
    • Folders are only visible to people who can access at least one page in this folder. You can therefore safely create a folder only part of your organization is allowed to see, as long as you only give those few people access to the page.

  3. Which people in your intranet site should be able to access the page?

    • Click on a group of people or a single person to give them access.
    • Click on the pen icon to give them edit access.
    • All the administrators in your team have Edit rights by default. The creator of a page also has Edit rights to that page by default.

  4. You can also invite people outside of your Papyrs team to share the page with. Click on Share with others outside your organization to reveal these options. Just fill in their email address, and specify their access level. They will receive an email on how they can access the page.

    There's also an option to make the page Public. A publicly available page is visible to anyone on the internet, and might also show up in search engines like Google. Therefore, only use this option if your page does not contain sensitive information.

  5. A highlighted notification icon (envelope icon) means that person will receive email notifications for updates on this page.

    See Notifications for more information on notifications.
  6. If you click on a group, all people currently in that group will get access. To change page permissions of individual users in the group, click on the triangle in front of the group's name to show all people in the group.

For more about the different types of access levels you can set, see Permissions.

How do I edit the settings of a page?

In the section above we showed the options you can set when you create a new page. You can easily change these settings again after the page has been created:

In the menubar of the page, click , and select Edit Properties. Here you will be able to change the page's name, file it in a folder, or assign tags. To change the permissions of an existing page, click , and select Permissions & Subscribers. Change the options and click Save Page.

Note: you can only change the options if you have Edit rights to a page.

How do I delete a page?

Click , and select Move to Trash.

If this option is not available, go the the Page Settings screen (In the menubar of the page, click , and select Page Settings). Then, at the bottom of the page, click the button.

Notes:

The page will be moved to the Trash. See next section about restoring pages.

How do I undelete a page?

If you have deleted a page by mistake, you have 30 days to restore it from the Trash. To do this first navigate to the All pages overview then click on "Trash".


Here you will see a list of pages that have been recently deleted. For every page you have two options:
Only site administrators will be able to restore all pages. Other users can only restore pages they had edit rights to.

How do I edit a page?

In the menubar of the page, click , and click Edit page. (Note: this option is only available if you have Edit permissions for this page). As a shortcut, you can also click the pen icon next to the page button.

The page is now shown in Edit mode: the content can be modified & re-arranged, and the menubar has been replaced with a toolbar. See the following screenshot:
  1. A list of widgets you can add to your page
    (see Widgets for more about the individual widgets).
  2. Formatting options for the text on your page.
  3. Save a draft of your page (see What is a draft?). You can also use the shortcut Ctrl+S.
  4. Save your page and close the editor.
  5. The page is now in edit mode. Click on a widget to modify it, or drag it around to rearrange your page.
  6. Close the editor and discard your changes.
  7. Change the lay out of the page

The following formatting options (2) are available in the toolbar:
  1. Bold, Italic & Underline
  2. Ordered list (numbers) / Unordered list (bullets)
  3. Left align, center or right align text
  4. Insert a link to another web site, or to another Papyrs page
  5. Remove formatting
  6. Highlight text
  7. Select text font
  8. Select font size
To add a widget to your page, simply drag it from the toolbar and drop it on your page. Once a widget is on your page, you can always change the position again: hover over the right side of a widget, drag it by the drag handle (the thick border on the right) and drag it somewhere else. The following picture shows how you can drag & move widgets:


When you hover over a widget, it will look like this:

  1. You can edit parts of the widget by clicking on it. Some widgets have more options that you can set by clicking on the edit link.
  2. By clicking the trash icon, you can delete the widget.
  3. The drag handle by which you can drag the widget around on the page.

What is a draft?

Whenever you click Save draft in Edit mode, the changes you made to the page are saved, but not yet published. Whenever someone in your team views the page you are working on, they will see the original page, without your modifications. When you finally click Save, the changes are published, email notifications are sent to people subscribed to the page, and the new version of the page is shown when someone visits the page.
Note: people have permissions to Edit the page can also view the draft, by clicking 'View draft' when they visit the page.

How do I copy a page?

Go to the page you would like to copy, click , and select Copy Page. You will then see a screen similar to the "New page" screen, where you can set the page options for the new copy.

This feature is especially useful if you often need to create similar pages. You can create a page with a certain layout, call it something like "My template page"; then, everytime you need a page based on this template, go the the "My template page", and use the Copy Page-option.

How do I create a template?

A page can also be marked as a Template. A template page is a page like any other, but will be available in the Create Page dialog, under the Select template link:

When selecting a Template in the New Page dialog, the new page will start with the same permissions, layout and content as the template (just like the Copy Page option). Note: people can only select a Template page they have access to.

To make a page available as Template, click , then Edit Properties, and select Make this page available as a template.

Can I access older versions of a page?

Yes! Whenever you Edit a page, and click Save, a new version is created.
To access the previous versions of a page, navigate to that page, and in the menubar click , followed by Page Versions. You will see a list of previous page versions, including the date the version was created, and by whom. Click on the date to access that version of the page. Click the trash icon in front of a page version to permanently delete the old version. Notes:
It's also possible to see exactly which changes were made between any two (older) versions. Simply select the two versions you want to compare, and click the View changes button.

How do I restore an old version of a page?

To restore a previous version of a page, follow the following steps:
  1. Go to the page you want to restore an old version of, and in the menubar click , followed by Page Versions.
  2. Then, click on the version you wish to restore. This will open that version of the page.
  3. In the menubar, click , and then Restore this version.
The old version is now restored. The version that it replaced (i.e. the latest version) is also still available, and you can always restore it again later on. (Only people with Full Access to a page can restore an old version).

Who has access to my page?

You can share a page with people in your organization, invite others via email to share the page, or make the page public for anyone. You can set these access permissions when you create a page, and change them on the Permissions & Subscribers screen.

When you click in the menubar of a page, the people with whom the page is currently shared is shown under "Who has access" (see the following section).

For more about permission settings, see Permissions.

The page menu

To access the options and view the current settings of the page, click on in the menubar of the page. The available options depend on the permissions you have to access this page. For example, Edit Page is only available if you have Edit permissions, and so on. The page menu looks like this:


Next to links to access page options, you can also find access settings (who can access) and followers of the page (following meaning: who gets email updates about activity on the page), by clicking Who has access & follows.

For public pages, how can I find the public link?

Once a page is a public, anyone can access it from the same URL as is shown in your browser's address bar when viewing the page.

1.2. Widgets

Widgets

On Pages we show how to create a page, and add widgets to your page. This document will explain the different widgets you can add to your page. Widgets can also be used to add your own custom online forms to pages; you can read about these widgets on Online Form Widgets.

Text box

With the text box you can add rich text to your page, to write a quick note or an important document for example. Adding text works much like you're used to from a normal word processor.

You can add formatting, insert links to other websites or Papyrs pages, and highlight text. To read more about all the available formatting options and inserting hyperlinks to other pages, see Pages > How do I edit a page?

Next to the formatting options in the editor toolbar (1), the text box also comes with a number of styling options. Click the style link (2) to show the available styles (see the picture below).

Heading

Add headings to your page to divide your page document in different sections. You can choose the style of the heading from the dropdown menu in the toolbar, see the screenshot below:

Using the size dropdown menu (1), you can choose between Huge, Large, Medium and Small headings. The size of a Heading also determines its hierarchy in a table of contents. To add a table of contents, see the Navigation widget.

You can add additional styling to the Heading using the style menu (2):

Styles can be used to add an icon next to your heading (click on the icon to change it), add lines, display the text as a quote, and so on.

Attachment

With the attachment widget you can add all kind of files to your pages, and easily share the files with your team.

Adding attachments is very easy. Drag an Attachment widget to your page, and the Attachment dialog will pop up (see below). Simply choose the files you wish to upload, or directly drag files from your computer (e.g. Explorer in Windows or Finder on the Mac) to the "Drop files here to upload" area. You can upload multiple files at the same time.




After you added attachments to your page, when you edit the page you can modify (add and remove files) the attachment widget by clicking Edit as shown in the following screenshot:



Papyrs makes it easy to find your pages, files and other content back. The built-in search will even search through text in PDFs, Office and other text files.


If your Papyrs is linked to G Suite (Google Apps), you can add attachments directly from Google Drive (select the From G Suite tab in the Attachment dialog).

Checklist

Checklists are an easy way to create a list of items you and your team members can check off or complete. Think about tasklists (like a list of to-do's for a project), people attending a meeting, or steps you need to complete before takeoff.

When editing a checklist, you can use all the usual formatting options, like changing the font or including links. Add items using the link shown under (1), click on an existing item to edit it (2) (when editing the page), and click anywhere on the sides of an item to drag it around (3).

Image(s)

With the Image(s) widget you can add an image, photo gallery with thumbnails or slider/carousel to your intranet pages. Get started by opening the page editor, and dragging an Image(s) widget to your page.


Example of slider with a link to another page

Adding pictures

Creating a new image gallery is very easy. In the Image Gallery dialog (see screenshot below), you can upload a single image file, or multiple image files you want to add to your image gallery. Uploading works similarly to uploading attachment files (see Attachment), so you can drag & drop multiple image files at the same time.

Editing thumbnails, re-ordering and removing

Papyrs automatically creates thumbnails of your pictures (and tries to automatically detect the orientation of photos), and you can select the size of thumbnails you wish to display on your page. You can also set the alignment (left, right, or center), and change the order of the images by dragging them around. To remove an image from the gallery, in the edit dialog, double click on the image.




After you have added the image gallery, you can edit (add, remove and re-arrange images) the image widget by clicking edit at the top-right corner of the widget (see the picture below).

Gallery styles

The image gallery supports several styles, which you can select from the style link on the top-right corner of the widget. Images can be given a border frame with the Border style, shown as circular images with the Circles style, and as an interactive image slider with Carousel.

Image links

Adding links to the images is possible, too. This way you can add navigation to other pages using images, great for dashboard pages, for example. When editing a page, click on the picture you want to add a link to, and a popup will appear. Click Add image link in the popup and a dialog with options is shown, for both linking to other pages or to external links. When the image gallery has the Carousel style, the label is shown as a transparent text label on top of the picture.

Table

A table widget can be used to create lists, simple spreadsheets, etc:




After dragging a table widget onto the page you'll see a menu (pictured above) with the following options: You can use all rich text functionality inside a table. So you can change text alignment, font sizes or colors or you can created bulleted (or numbered) lists inside a table:




If you click on the style link in the upper right corner of the table you can choose between a number of style options: Simple Grid, Column List, Elegant, Bold. You can also enable zebra stripes (every other row or column gets will get subtly highlighted).

Discussion

Add the Discussion widget anywhere on your page to add a comment area and allow discussions about the page.

People with access to the page can post comments, add photos and attach files. Click on a picture and a slideshow will be shown. As always, you can use the search to find back any comments or related attachments.

The discussion widget in Papyrs is live, meaning you will be shown when new posts arrive. This way you can use the Discussion widgets for a simple comments area, as well as for Q&A sessions, for example.

Like other widgets, the discussion area will automatically fill the available space of the page section you add the widget to. For example, if you want to use the page as a forum topic, just drag the widget to the large area of the page to make the discussion the central element.

Using the reply link it's also possible to reply to a parent comment and create a separate thread.

The discussion widget can be further customized by editing the page, and clicking the edit link on the widget. In the following Discussion properties dialog you can set who is allowed to post comments, and how many comments should be displayed. For example, if only the ten most recent comments are shown, older comments will only be visible when clicking a Load more comments.. link.

Media Widget

Under the Media/Widget you can find all kinds of other handy widgets and other (social) media integration which you can add to your page. For example, you could show the latest mentions and buzz about your company on Twitter directly on a page.

After adding a Media/Widget, in the dialog (see screenshot below), select the type of media you want to add to your page. You can add Tweets, YouTube videos, RSS news, Code Snippets (with syntax highlighting), embed documents from Google Docs (Drive), Google Maps, a Google Calendar and much more to your pages. If you need some other or custom widget, click the "Other widgets" tab and copy-paste the HTML embed code for this widget there.





You can find some more information about specific social media widgets here:

Navigation

Using the Menu Bar editor, Administrators can add and edit the global navigation menu bar in Papyrs. Of course there are also plenty of options to add navigation elements directly onto your pages using the Navigation widget.

The widget supports adding navigation to sections within the page (Table of Contents), showing links to other pages related to activity (e.g. Most recent updates), links to other users (birthdays, page authors), folder tree navigation controls, and so on.

Simply place this widget anywhere on your page (edit the page, and drag&drop the Navigation widget), for example in the sidebar. Or you could add different types of navigation widgets, to create a dashboard page about recently commented and changed pages, for example.

Note: if you're looking for adding links to other pages in a Text box, see Pages > How do I edit a page?

In the Page navigation widget dialog (see screenshot below), you can choose the type of navigation you wish to add. Note: in all cases, only pages which a user can access will be shown. You can choose between:

You can also set the number of pages that should be displayed in the navigation widget.

Note: users only see pages they have access to in the navigation widget.

Form Widgets

Form widgets can be added to your page to easily build custom online forms, which can be used to collect data and process requests. For the form widgets (Text Input, File Input, Date Input, etc.) see the Online Form Widgets page.

1.3. Twitter on your intranet

Twitter on your intranet

With Papyrs you can easily embed timelines or a Twitter search on your company's intranet pages. Integrating Twitter on your intranet by adding a feed or timeline to your intranet pages is a greay way to share social media mentions with your team or clients, and to get an overview of the buzz on your company and products.

There are two ways you can add a Twitter widget to your page: using the Twitter search widget, or by embedding Twitter's official timeline widget.

Twitter search widget

Using the Twitter search widget in Papyrs, you can show tweets for a certain search query directly on your pages. Here are the steps to add a twitter search widget:

  1. Edit the page you want to add the widget to (see Pages on how to edit a page)
  2. Drag a Media/Widget to your page

  3. Select Twitter, and type in the search query in the Twitter search field.

    Note: the widget uses the official Twitter search function which only returns the most relevant and recent tweets.

  4. Save the page, that's it!

Embed a Twitter timeline

Next to searches, it's also possible to embed a timeline directly on your pages, using Twitter's widget.

  1. Log in to your Twitter account, and go to https://twitter.com/settings/widgets.
  2. In Twitter's settings screen, click on the Create new button and design your timeline widget.
  3. Copy the HTML code that Twitter shows you:

  4. Edit the page you want to add the widget to (see Pages on how to edit a page)
  5. Drag a Media/Widget to your page, and select the Other widgets tab.
  6. Paste the HTML code, and save the page!
That's it!


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1.4. Code Snippets on your intranet

Code Snippets on your intranet

Using the Code Snippet widget in Papyrs, you can share code fragments with your coworkers for easy reference. A great tool for sharing technical documentation. Adding code snippets to a Papyrs page is super easy:

  1. Edit the page you want to add the widget to (see Pages on how to edit a page)
  2. Drag a Media/Widget to your page
  3. Select Code Widget, and type the code you want to add to the page to the text area.
    Papyrs will automatically detect the programming language used and apply syntax highlighting accordingly. The following languages are supported: C (and friends), Java, Python, Bash, SQL, HTML, XML, CSS, Javascript, Makefiles, and Rust.
  4. Save the page.
That's it!


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1.5. Facebook on your intranet

Facebook on your intranet

You can easily embed Facebook pages, likes and other widgets on your company's intranet pages. Integrating Facebook on your intranet is a great way to share latest updates, comments and likes from your company page.

Adding a Facebook widget to a page is easy; don't worry, no technical skills required, just drag&drop! Just follow the steps below:

  1. Select the Facebook widget you want to embed on your intranet. You can find them in the list of available Facebook plugins.

  2. Select the widget/plugin you want to embed. As an example, let's use the Page Plugin, which contains a Like button and an optional feed of posts. Change the preferences of the widget, like filling in the Facebook page under Facebook Page URL. When it looks good, click Get code.


  3. Click IFrame from the dialog that follows, and copy the code


  4. Go to your Papyrs page to which you want to add your Facebook widget.
    Select Page > Edit Page to edit the page.

  5. Drag a Media/Widget to your page, and select the Other widgets tab.


  6. Paste the embed code, and save the page!
That's it!



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1.6. Embed Google Docs and Calendars on your intranet

Papyrs provides many integrations with G Suite (formerly called Google Apps).

Whether or not your Papyrs site is linked to a G Suite domain, using the Publish function in Google Docs and Sheets, you can embed these documents directly on your Papyrs pages.

If you're looking to simply add a link to the documents from your (G Suite) Drive to a Papyrs page, use the Attachment widget instead.

Embed Google Docs, Sheets & Slides

  1. In Google Drive, double click on your document, sheet or presentation.

  2. From the File menu, select Publish to the web...

  3. From the Embed tab, click the Publish button and copy the embed code. Depending on the type of document, you can specify some additional settings like the size or document.

  4. Go back to the page in Papyrs you want to embed the document on. Edit the page, and drag a Media/Widget to your page. Select the Other widgets tab, and paste the code you copied under the previous step.

  5. Voila, your document is now embedded on your Papyrs page.

Embedding interactive charts from Google Sheets

Another example is embedding an interactive chart from a Google Sheet. Like the steps described in the section above, we get the HTML embed code from Google Sheets, and paste it into a Media/Widget in a Papyrs page. We can find the code by opening the Google Sheet, selecting the Chart, and selecting Publish Chart..., see the screenshot below:

Now add a Media/Widget to your page, paste the code under Other widgets, and the chart will be available on your page:

Embed other documents from Google Drive

Other documents can also be embedded, for example PDF files in your Google Drive.
  1. Go to your Google Drive and Double-click on the file you wish to embed

  2. From the more actions (three dots) menu, select Open in new window.

  3. In the new window, select the more actions (three dots) menu again, and now select Embed item...

  4. Copy the HTML embed code

  5. Go back to the page in Papyrs you want to embed the document on. Edit the page, and drag a Media/Widget to your page. Select the Other widgets tab, and paste the code you copied under the previous step.

  6. Voila, your document is now embedded on your Papyrs page.

Can I resize the embedded document?

If the size doesn't look good, or if the document doesn't seem to appear correctly, a few factors can influence the size:

Embedding a Google Calendar

To add a Google Calendar, edit the Papyrs page and drag a Media/Widget to your page. From the Media/Widget dialog, select Google Widgets, and then Calendar. You'll see the options below:

  1. If you're using Papyrs for GSuite, you'll see the Calendars you can access from your GSuite domain. Simply select the calendar you wish to embed and click the Insert button.
  2. If you're adding a calendar from your (personal) Google account, the first time you open the dialog you need to grant Papyrs access to your calendar overview. Click the Calendar Permissions link (2) and follow the instructions. Afterwards, return to the dialog and click the Refresh link. Then choose the calendar to embed.

If the calendar widget is placed in a small column a list of upcoming calendar events will be shown. If the calendar widget is placed in a wide column a full calendar will be displayed with views per month, per week and a daily agenda.



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1.7. Add custom calendars to your intranet

There are two ways to add a calendar to your Papyrs intranet site:

Google Calendar integration

The first option is to embed a Google Calendar on your page(s). You can add multiple calendars, either from a personal Google account, or from G Suite (Google Apps), if your organization already uses that. To add a Google Calendar to a page, use the Media/Widget > Google Calendar option.

Create your own custom calendar

Another option is to create a custom calendar using Papyrs' forms. The form fields you add can be used to create new items displayed on a calendar. Using the form fields you can add additional information for each calendar item, such as a description, responsible person or related file(s). The fields can also be used to filter and find items on your calendar.

As an example, let's build a calendar form where people submit their out of office status. Let's start with a new empty page and edit it:

  1. Start & End date
    Each item needs a date of course, so we drag a Form Date widget to the page. Let's add one which we label Start date, and add another one which we'll label End date.

    In this example we only use full days, so we decide to remove the time part. We do this by clicking edit on the date field we've just added, and selecting Date only under Input type. We also make sure the user fills in this field by marking it Required.

  2. Description
    Next to the dates, we'd also like people to fill in a description. Let's add a Form Text widget, and label it Description.

  3. Additional details
    To demonstrate we can add all kinds of additional information, let's add two more fields:

    • We add a Form Choice field and label it Reason. We want to user to select one of the available options: Holiday, Business Trip, or Other. we can add these options by clicking edit on the Reason field.
    • We want users to be able to upload one or more related files, e.g. a brochure about a conference they're visiting in case of a business trip. To do this we add a Form File field.

  4. Permissions
    By clicking Edit on the Submit form button, we can change form settings, like who can see the calendar records. For this example we set up the permissions such that everyone can see all calendar items.

Let's save the page. Our form for creating new Out Of Office calendar records is now ready:

Viewing & Filters

We can view all records people submit by clicking Browse form records. By default, these records are shown as a list, but we want to show them as a calendar items. To do this, we click Browse form records, then select View & Reports, and then Change View defaults:

We now have a custom calendar, with custom fields for additional details and filters:

Events app

To get started with a custom calendar, you can install the ready-made Events app.

It's a general version of the custom calendar above, with App mode enabled (meaning each calendar item will get its own page which can be customized further to add more information).

1.8. LinkedIn on your intranet

LinkedIn on your intranet

You can easily embed a LinkedIn profile, company card, or other widgets on your company's intranet pages. Integrating LinkedIn on your intranet is a great way to view details on related companies right on a dashboard page, or view LinkedIn details from people on their profile pages, for example.

You can add a LinkedIn widget to any page in Papyrs, just using drag&drop or copy-paste. Just follow the steps below:

  1. Select the LinkedIn widget you want to embed on your intranet. You can find them in the list of available LinkedIn plugins.
  2. There are plugins for both people and company profiles. As an example, let's use the Company Profile plugin, which contains a summary on the company and a Follow button. Change the preferences of the widget, like filling in the company under Company Name, and select options like Show Connections. When it looks good, click Get code.

    Copy the code


  3. Go to your Papyrs page to which you want to add your LinkedIn widget.
    Select Page > Edit Page to edit the page.

  4. Drag a Media/Widget to your page, and select the Other widgets tab.


  5. Paste the embed code, and save the page!
That's it!



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1.9. Instagram on your intranet

Instagram on your intranet

Easily embed photos from your Instagram photo stream on your company's intranet. Integrating Instagram on your intranet by adding a photos to your intranet pages is a great way to share social media like photos related to company events and products with your team or clients.

Adding Instagram to a page is just a matter of drag & drop, no technical magic involved! Just follow the steps below, to add an instagram web embed to your page:

  1. Go to the Instagram photo you want to embed, click on the ... menu, and select Embed


  2. Click Copy Embed code from the dialog that follows.


  3. Go to your Papyrs page to which you want to add your Instagram photo.
    Select Page > Edit Page to edit the page.

  4. Drag a Media/Widget to your page, and select the Other widgets tab.


  5. Paste the embed code, and save the page!
That's it!

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1.10. Add a poll to your intranet

Add a poll widget to your intranet wiki pages

With Papyrs it's easy to add polls to your intranet pages. Poll widgets are great for running quick surveys among your co-workers or clients. There's also a more advanced preference table poll, which is useful to find which options work best within a group of people (like scheduling a date for a meeting for example, kind of like doodle for your intranet).

To embed a poll on your intranet page, just edit the page you want to add the poll to, and drag a Media/Widget to your page. Select the Poll Widget tab, and type in the options for your Poll. You can switch between the Simple Poll mode, or the Preference Table.


The Simple poll will show a list of options, and a percentage of people voting for each option. Tip: if you hover over the percentage, a hint showing you the number of total votes for that option will pop up.

The preference table will show each option against each person who voted (and people can vote for multiple alternatives).

Users with View & Submit permissions (or higher) can vote in the poll, but everyone with access to a page can see the results.





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1.11. Layout

What is a Page Layout?

Papyrs pages are by default split into two parts: a main area for the content of the page and a sidebar to the right for navigation. Although this is ideal for many pages, sometimes a different page layout suits your page much better. With the Page Layout editor you can create almost any page layout for your Papyrs pages with just a few clicks.

Here is a quick 2 minute introduction to the page layout editor:

What sort of page layouts can I create?

The possibilities are endless. To give you some ideas, here are some popular page layout choices:



The "Wide columns" layout is convenient when you want text and discussions about the text side by side. The four and three column layouts are great to break up lots of text. The T-layout is great for the homepage: with navigation on the top and news and information widgets in the three columns underneath. The grid layout is great for a dashboard/overview page, where you can look at everything that's going on in your organization at a glance.

You can also create more complex layouts for your pages if you like:

Although in the examples above pages are split up in at most 3 vertical sections, Papyrs has no such limit. You can extend your layout with as many page sections as you need (see below).

Where do I find the layout editor?

First start editing the page you're on (see: Editing a page). Then click on Page Layout to open the layout editor. See the following screenshot:


The layout editor will pop up.

How does the Layout Editor work?

Here's a cheat-sheet that explains what all the buttons and links are for:

Changing colors

Different sections of the layout can be given different background colors. Changing colors of a layout section is easy: each section shows a color link. Click it, and a color picker is shown to change the background color of this section.

1.12. Mixed Content

Adding 3rd party content to Papyrs Pages

When working on your intranet you may want to add content from a different website or a widget inside a Papyrs page. This is what the IFrame widget can be used for. However, there is a catch. Because all Papyrs pages are delivered over a secure (encrypted) connection the web browser you use takes extra security precautions. One of these precautions is that it won't allow unencrypted content and encrypted content to appear side by side on the same page. So your 3rd party widget with a calendar, some news, or a photo gallery may simply not show up at all!

This is known as a mixed content warning. This is what a Mixed Content Warning looks like in different web browsers:

Warning when using Google Chrome


A small shield icon appears in the upper right corner.

Warning when using Internet Explorer


A yellow bar appears at the bottom of the screen.

Warning when using Firefox


A small shield icon appears at left of the address bar.

Solution

The best solution is to load the https:// version of a widget. If your widget code looks something like this:

<iframe src="http://player.vimeo.com/video/76440793?badge=0&amp; color=c9ff23" width="500" height="213" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>

And replace the http:// part with https://. Like this:

<iframe src="https://player.vimeo.com/video/76440793?badge=0&amp; color=c9ff23" width="500" height="213" frameborder="0" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>

In most cases this will get rid of the mixed content warning and will make your widgets show up like before. If this does not work, let us know at team@papyrs.com and we'll see if we can figure out a good solution.

Blocked sites

Finally, some websites block other sites from embedding their pages altogether, even when on a secure connection (by using a so-called X-Frame-Option header). In that case, when the widget is still not showing up — even when using the secure https version — the only option is to contact the support of that particular site, or to embed an alternative site.

1.13. Notifications

What are notifications, how do they work? / How can I keep track of changes?

When you subscribe to email updates of a page, you receive email notifications about activity on the page. For example, when someone updates a page you are subscribed to (also called follow), you receive an email notification to inform you about the changes on that page.

There are different types of notifications (about page changes, new comments, and so on), see notification types.

Which notifications you can receive when you are subscribed to a page, depend on the permissions you have to access the page.

How do I (un)subscribe to notifications for a page?

You can (un)subscribe to notifications of individual pages, by clicking the envelope icon in the Page Menu , see the following screenshot:


It is also possible to subscribe to new pages by default, see below.

How do I (un)subscribe to notifications for multiple pages at once?

If you want to change your notification preferences for multiple pages at once, that's possible too. Just navigation to your Email Notification Settings, then click on "change", see the illustration:


You then get an alphabetical list of all pages you can subscribe to. Check or uncheck the boxes as desired and then click save at the bottom:


Tip: If you Impersonate another user then you can change their email notification preferences.

How do I automatically subscribe to notifications on new pages?

It is also possible to subscribe to new pages by default. Everytime someone creates a new page, you are automatically notified of all updates about this page. To enable (or disable) this option, go to the My Preferences area, and click Notifications, see the screenshots below:




To automatically (un)subscribe to new pages, (un)check the Auto subscribe option, and click Save.

Too many emails? Use daily email digests to receive a summary of activity

Email notifications are an easy way to be notified of acitivty in your intranet. If you're following many pages though, the volume of email notfications could become overwhelming. If you're receiving too many emails, you can turn on the email digests feature.

When enabled, Papyrs will send you a daily summary of all notifications, rather than a single email for each notification. Like before, you can simply subscribe to the pages you wish to receive notifications for, and they will be included in the digest email.

To turn on email digests, go to the notification settings (My Preferences > Notifications), and check the Enable daily digest emails option. The screenshot below shows you an example of what a digest email looks like:

You can specify up to 5 times at which Papyrs will send an overview each day of the notifications (since the previous overview). For example, in the screenshot below, a digest email is sent out each day at 8am, 1pm and 5pm. If no new activity has occured, no digest email is sent.

In order to summarize the changes in the digest email, the full details of page updates are not shown. You can quickly access the full details of each update though by clicking on the direct View changes link in the email. If multiple updates have happened to a single page, you can view each update individually, or click on the View all changes up to there link to view multiple changes together ("unified diff").

Who can receive notifications?

To receive notifications about a page, you need to have permissions to at least view the page. Depending on your permissions to access the page, you will receive different types of notifications, see notification types. Furthermore, you need to subscribe to the page, as explained in the sections above.
Both team members and people you invite via email to share a page can subscribe to notifications.

How do I disable or pause all notifications?

You can unsubscribe from updates on individual pages, as explained in this section. It's also possible to disable all notifications at once. This option can also be used to simply pause notifications, which is especially useful if you're on a two week vacation and don't want to find your Inbox full of notification emails. To disable (pause) notifications, go to the Settings page, and click Notifications, see the screenshots below:




Then, check the Stop all notifications option to pause the notifications, and click Save. If at some point you want to resume receiving new notifications, uncheck the option again.

What kind of notifications are supported?

Once you are subscribed to a page, Papyrs will send different types of notifications, depending on the page activity and your permissions: For more information about permissions, see the Permissions section.

2. Forms & Apps

2.1. Online Form Widgets

What kind of forms can I build? What can I do with forms?

Forms are very useful to collect all kinds of data from colleagues, clients and other contacts.

By adding forms to your pages, you don't have to send out emails to manually collect data from people anymore. Or create spreadsheets that you send back and forth to collect things like worked hours, costs, or feedback from your employees or clients.

For example, you can create a form so people can register for an event, get feedback from your clients, collect timesheets from your employees, collect job applications, etc.

It's also a great way to process requests, such as creating a form your employees can fill in for a travel reimbursement request.

Adding a form to your page is very easy: you can drag & drop any of the available form widgets on your page to build your own custom form. With the different form widgets you can collect all kinds of data: from simple text, to dates, to email addresses to files people can attach. The list of types of forms you can build is basically endless.

Once you have created a form, you can use reports to view the data that has been filled-out, and process pending requests.

Form Widgets

On Pages we show how to create a page, and add widgets to your page. This document will explain the different form widgets you can use to build custom online forms (also called e-forms, for electronic forms) on your pages. For the other widgets (that are not related to forms), see Widgets.

How to add and edit a form widget

Like described on Pages, you can simply drag a widget to your page to add it. Most form widgets look something like this:

  1. This is the label of your form input. (for example: First name)
  2. Here you can set an optional help text for the user. (for example: Please type your first name here)
  3. This is a preview of the field where the users will be able to give their answer
  4. The edit link opens the edit dialog for this form widget, to set additional options. We will describe all the additional options for the different widgets in the sections below.
  5. Delete this input from your form.

Form Text: text input field

With the text input you can collect things a user can simply type in. For example, you can collect normal text, but also phone numbers, email addresses, and so on.
In the edit dialog for this widget, you can set the following options for the Text Input widget:



Form File: file upload field

By adding a file input to your page, you can allow users to upload files to your form. For example, you can ask the user to upload a receipt for travel reimbursements, a screenshot for a bug report, a CV to apply for a vacancy, and so on. Like the other widget inputs, you can specify if this field is required, i.e. if the user is required to upload a file before submitting the form. It's also possible to allow the user to attach multiple files to their form submission.


Form Date: date/time selection field

Add a Date Input to your page to ask a user for a date and/or time on your form. The user can type a date or select one from a small calendar. In the edit dialog for this widget, you can set the following options:


Form Choice: checkbox field

When you want to ask a Yes/No question on your form, it can be useful to add a checkbox input to your form. You can do this by adding a Form Choice widget to your page, editing it, and selecting Checkboxes as the input type. As available choices, you can fill in "Yes", for example. As with other widgets, you can specify if this field is required in the edit dialog for this widget. If the field is required, the user must tick the checkbox (i.e. the answer must be Yes).

Form Choice: selection field

Add the choice input to your page to allow a user to select an option using dropdowns, checkboxes or radio buttons. For example, you can ask people to rate your service in survey, or allow colleagues to specify a project they worked on, etc.

In the edit dialog for this widget, you can set the following options:


Form User: user selection field

Add the User input widget to your page when you want to ask the user to select a member from the team on your form. For example, on a form to collect receipts, you can select which team member paid for the expense. Just like the other widgets, you can specify if this field is required in the edit dialog for this widget. If the field is required, the user must select someone from the list.

Default fields

When a form is submitted, two fields are automatically added: Created at (a Form Date field with date & time), Created by (a Form User field), and ID (a Form Text field). They are not visible on the form, and are automatically filled in: created by is the user who submitted the form, created at is the date and time the form was submitted, and ID is a unique identifier for the record in this form. These fields can be used to create reports and to keep a detailed history on form entries.

Submit button and additional form settings

The submit button is automatically added to your page when it contains one or more form widgets. When you delete the last form widget from your page, it is automatically removed again. Although you usually want to place the Submit button directly under the form, you can move the submit button around on your page like any other widget (in case you want to add more text or an image at the bottom of your form, for example).



Next to a submit button, a button Browse form records to browse available form records will be added under the menu bar when navigating to a page containing a form. This link is only shown to users who have permission to view form results, see more on Permissions. See Form Reports for more information on viewing form records and creating reports.

If you click on the edit link for the submit button, you can find additional options for your form:


The form settings dialog can be seen in the screenshot below. In the dialog you can rename the text in the submit button, and change the message people will see when they submit a form record. You can also use the dialog to set workflow options; you can read more about workflow options on the Workflows page.


Can I create an anonymous feedback form?

Absolutely. Just check the box labeled Make form submissions anonymous in the Form properties window (see illustration above). This way all form submissions will be 100% anonymous, even when users are logged in. This is great for handling sensitive complaints and reports, where people may only be willing to fill out the form on condition of anonymity.

Tip: State clearly on the page with the form that all submissions are anonymous, otherwise the users won't know.

Can I make changes to a form that I built on my page?

Yes, after you have added form widgets on your page, you can always add, modify or remove form widgets (just like any other widget on your page). Existing submitted form data will be left unchanged when you change your form. If you add a new form field, the field will be empty by default for any previously submitted form entries.

Who can submit, view and edit form entries?

See Permissions.

2.2. Form Reports

Viewing form data

In Online Form Widgets we explain how to easily build forms on your pages. Here we will describe how you can access the data people filled out on the forms. To access the form data, click Browse form records under the menu bar (see the screenshot below).

Note: Depending on the permissions, you can see no, all, or only your own form submissions (see Permissions).



You will now see the form data results, see the following screenshot:



To change the view, and show/hide navigation options, click the View & Reports button (1). Click on the arrow in front of a record (2) to edit or delete the record (available depending on permissions, see Permissions).

The View & Reports menu looks as follows:
In this menu, you have the following options:
  1. Open the menu.
  2. Toggles the navigation bar on the left-side of the menu, which you can use to filter data and create reports.
  3. View the data as thumbnails.
    You can customize which field to use as an image for your thumbnail under Change View defaults (8).
  4. View the data in table.
    You can customize which columns to show with Change View defaults (8).
  5. View the data in a list, showing all details of the form entry.
  6. View the data on a calendar. You can customize which field to use as a date under Change View defaults (8).
  7. Export form data. You can export in Microsoft Excel (.xlsx) format or as CSV format (you can choose your data export format from your Settings Page)
  8. Change the default view for data in this form, see the section below.

View default settings

When you create a new form page and view its data, Papyrs will show the data in a table by default. Depending on the type of form you create, you sometimes want to show the results visually as thumbnails, or on a calendar instead. It might also not always be very useful to show all the columns in the table. Using the View Settings you can customize the way data for your form is displayed by default.

To open the View Settings dialog, click View & Reports > Change View defaults (see the section above, under 8).

The dialog will look something like this:

  1. Change the default view for your data: as thumbnails, in a table, a list or on a calendar.
  2. Change the default field to sort your data by.
  3. Select which columns (fields) should be displayed in the table, and in the filter and navigation panel.
  4. Which field should be used as the date when viewing your records on a calendar.
  5. When viewing your data as thumbnails, how should they be displayed?
    A thumbnail consists of two fields: a large header field, and a smaller caption. The large header field, which can be customized with the first dropdown menu, can also be used to show an image (e.g. when you allow users to upload an image with a File Input widget).

Creating reports

With Papyrs you can create powerful reports of the filled-out forms in convenient views like a data table. You can add many custom filters to your report, order your results, and include totals for the various fields in your form. Once you have created a report, you can view the data or export it to a spreadsheet (e.g Excel) for further analysis. Of course you can also use the filters to simply navigate your data, and quickly find the records you're looking for.

Some examples you could use reports for:

To a report, go the form data view. If the filters are hidden, click View & Reports > Show Filters. You'll now see the filters on the left, like in the screenshot below:

In the filters panel, you will see a list of fields in your form. By default you will only see the fiels for which the columns are visible in the table, but you can show all fields by clicking "Show all filters". For each field, you can set a filter. For example, you can add a filter on the date: "Date after April 4th, 2011".

The type of expressions and values you can use depend on the field. For example, if you want to add a filter so that a date field is between two dates, Papyrs will automatically show two calendars from which you can pick the date. In case of a choice field, an auto-complete input bar will help you pick a valid value to compare to.

Totals
Papyrs will automatically figure out if the field contains text, numbers, or both, and show totals.

Sort by
You can also sort the results. By default, the results are sorted by their "Created at" date.

Example
In the example below, we have a page (called Receipts), with a form with a few fields relating to collecting receipts. We are now creating a report with the following filters: We also tell Papyrs to sort the results by Created at date (default).
The results on the right should automatically updated. The result with the example form above looks like this:


To export this report to a Microsoft Excel or CSV file, click View & Reports > Export to Excel.

2.3. Workflows

What are workflow options, how does it work?

In some cases, you need to process requests with a certain workflow. For example, a colleague might submit a leave of absence, expense reimbursement or some other request that needs to be approved. Or maybe you want to keep track of the status of an order that a customer places through a form.

You could add a status dropdown option to each form, but users who submit the request should not be allowed to set this status field themselves. And usually they also shouldn't be allowed to change their submitted form entry anymore when it's being reviewed. Finally, in the case of processing requests, we would like to keep someone up to date of the status of their request.

In Papyrs, you can enable Workflow options for any online form (see Online Form Widgets) that you build. When you enable Workflow options:

How do I enable workflow options?

To enable workflow options, open the Form properties dialog for additional form options. You can find this dialog by clicking Edit on the submit button of a form:



The dialog looks like this:



Now click Enable workflow. The following options will appear:



Here you can set the states you want to be able to use for the Status field. The default is: Pending, Reviewing, Accepted & Rejected, but you can choose whatever you want. You can also select the default state. This is the value to which the Status field will be set after a user submits a form. Finally, you can use the checkboxes to specify in which state the user is allowed to edit their form submissions (if at all).

Working with multiple status levels or approval steps

With Form Workflows we try to strike a balance between flexibility on the one hand, and simplicity on the other. By keeping the interface simple we allow workflows to be created by anyone, without the need for any codes or technical knowledge. Although we don't support using any codes to program custom business rules for this reason, we think handling most common workflows should be possible.

In some cases, workflows can become a bit more complex. For example when a request needs to be approved in multiple steps or by multiple people. In this case we suggest the following simple solution:

Let's say a request needs to be approved by a "supervisor" first, and then by another person in HR. To handle this workflow, we simply expand the number of possible statuses to express the various stages in the approval process. We can set the following statuses, for example:

Pending Supervisor Approval (as default status)
Denied
Supervisor Approved, Pending HR Approval
Approved by Supervisor & HR

Whenever a new request is submitted, or when its status changes, form managers are automatically notified (if they are subscribed to email notifications for the form). Depending on the status, they can see which records they need to take action for. It's also easy to view all records and filter them by status (see Form Reports), so each form manager can quickly get a list of records with the status of the step they are responsible for approving. In this example, the "supervisor" would change the status from Pending Supervisor Approval to either Denied or Supervisor Approved, Pending HR Approval. In that state, the HR person can then change the status to either Denied or Approved by Supervisor & HR.

We could use the same technique if the workflow doesn't involve multiple people, but rather multiple steps. Let's say an order request first needs to be approved, and then needs to be paid. We could then use:

Pending Approval (as default status)
Denied
Approved, Pending Payment
Approved & Paid

2.4. Apps

What is an App?

An App in Papyrs is a small custom form-based web application, which can be used to organize and collect structured information in your Papyrs intranet. It's an extension of forms: next to simply storing records in an online database, each record can be opened on its own separate page, based on a template page. This turns a simple online form into a more complete web application, with pages automatically created for each record in the app. Both the template page and online form (and its database) are built using the same drag & drop editor, so no technical knowledge is required to build your own apps.

Anatomy of an app

Every App consists of four parts:

How to create (or update) an App

1. Build the form

Apps are based on form pages, so to build an app, simply create a new page and start building a form using the drag & drop page builder.

2. Enable App mode

To create an App from your form, just edit the form properties and enable App mode.

(Click edit on the submit button, and then Enable App Mode in the Form properties dialog).

You can also set some settings for your App here, see App Settings

Note: you can only enable App mode for forms on new, normal pages, e.g. not on profile pages, pages inside another app, or form pages with existing records.

3. Design your template When a user creates a new record in your app by submitting the form, a page for that record is automatically created based on the form page, which also acts as a template page. Once App mode is enabled, additional template options become available for each widget on the page. You can change the layout, add additional widgets, and change template options to design your template for record pages in your app. Read more about Templates. That's it!

Save the page and your App is ready. A database, and a page to navigate items in your app are automatically created based on your form. Click the New button in your app to start adding items! Whenever you submit a form, a new record is added to the database, and a new page is created based on your template.

To modify an app, just open go back to the editor to add/remove form fields, update the template or change the app's settings.

Navigation

You can navigate the items in the App just like viewing the records of a normal form in Papyrs. See Form Reports for more about viewing and filtering records.

It's also possible to add Apps to the global menu bar, see Menu Bar for more information on how to add menu items.

To quickly switch between apps, all Apps are also added to the More menu:

Permissions inside an App

Access to record pages in an app work similarly to records in a form. Because a page is created for each record though, permissions can also be changed for these individual record pages.

See Permissions - App Permissions for more details.

App Settings

To edit an App's settings, go the editor of the form/template page, edit the form properties, and click App Mode Settings in the dialog. Here you view and change the following settings:

Name for a record in this app The name of an individual record in an app. For example, "Contact" in a Contacts app.
Icon An icon for items in this app. This icon is used to display thumbnails when no other preview image is available, and when adding an App to the menu bar.
Record titles Which title to use for an individual record in this app. For example, when creating an App for contacts, we probably want the titles of pages in this app to be set to the value of the Name field of the form.
Default Folder When a new record page is created, under which Folder should it be stored by default?

Templates

When you create a new record in your app (by submitting your form), Papyrs automatically creates a page for that record. What those pages should look like is defined by the template settings in your app. The page containing your app's form, also acts as the template page. When a new record page is created, Papyrs first creates a new page using the same layout as the template/form page. Then it looks at all the widgets on the template/form page, and displays them on the new page according to their template settings. When you update the template/form page, all record pages in the app are automatically updated accordingly.

To change the template settings for an individual widget on your template/form page, open the editor and click Template Options for that widget (note: this option is only available once you've enabled App Mode). You'll now see a dialog where you can set how the widget should be displayed on record pages in your app, under Show As. The options available depend on the type of widget:

Show as Description
On form only (hide on record pages)

This widget will be visible on the form, but not on the pages for invidiual items in your app.

This can be useful when you want to add some additional instructions on your form for example. For our Contacts app example, you could add a Text box to the form saying "Please fill in the form below to create a new contact", which shouldn't be visible on pages for the contacts themselves.

On record pages only (hide on form)

This widget will be visible on record pages in your app, but not on the form page. This allows you to automatically add widgets to the record pages in your app, without showing them on the form unnecessarily.

For our Contact apps example, you might want to a Discuss widget to each contact page, but it shouldn't be visible on the form itself.

Show normally This widget is visible both on the form, as well as record pages in this app.
Text box
Heading
Attachment
Image Gallery
Twitter Search
Map Widget
Custom (HTML)

These options are available for form widgets (depending on the type of widget). They tell Papyrs how it should display the value of this field, i.e. what the user filled in when submitting the form, on a record page in the app.

In our Contacts app example, there is a Text Input form widget where the user can fill in an address. If we select Map Widget in the template options for this field, a map is displayed on each Contact page, showing the address the user filled in when submitting or updating the contact form.

An Example

To demonstrate the flexibility of Apps, let's look at an example. Say you might want to store pages on contacts in Papyrs. You can of course just create a normal page for each contact, but each contact is likely to share the same fields, such as: a name, a photo, an address, telephone number and so on. Ideally we would like to define the fields for a contact once, and then have Papyrs automatically create pages whenever someone creates a new contact.

To create and store new contacts, we can therefore use a form and add exactly the fields we need. This gives us a database with a list of contact records, based on our form fields. Not all information for a contact fits in a simple list of records, though. For example, we might want to save and view some additional information with each contact such as a discussion, documents, or add some widgets like a related search on twitter. For this we need a more complete web app, where the details of a contact are stored in a database, but each contact can be opened on a separate page, with all the additional widgets we need. By enabling App Mode for the contact form, a page is automatically for each new contact, using the page with the form as a template. With the template options we can tell Papyrs how it should display the contact information on a page. For example, we might want to display the address field as an interactive map. We can also add additional widgets to the template, like a discussion widget, which is then automatically added to each contact page.

Difference between Apps and normal forms

Functionality App Mode enabled (app) App mode disabled (normal form)
Record pages Each record in the app gets its own page. None, only a record is stored.
Main page When opening an App, an overview with all items in the app is shown. Clicking a form page shows the form. The form data can be viewed by clicking "View filled-out forms".
Permissions Each record in the app has its own permissions. Record access depends on form permission settings.

Disabling and enabling App Mode on existing forms and apps

It's only possible to enable App Mode for new form pages. When your form already contains existing records, please delete them first, or contact us to convert it.

Disabling App mode for an existing app is only possible when it contains no more record pages. If pages for records in the app still exist, you need to delete those records first. If this is not possible, contact us and we'll manually disable it for you (all record pages in the app will be deleted).

Benefits

3. Navigation

3.1. Menu Bar

Global Navigation

Next to adding Navigation Widgets to individual pages, Papyrs also allows you to easily add global navigation links and menus to your intranet. The global navigation is shown in the Menu Bar, just under the header and at the top of the page.

The menu bar can be fully customized to add just the navigation you need. You can add links to frequently used Papyrs features, important pages, folders, favorite pages, interesting external links or add custom dropdown menus with more links. The menu bar is shown on top of every page, and is visible to everyone in the team. Guests users and visitors to public pages will not see the menu bar. Links to pages and folders the current user has no access to are automatically hidden.

By default, icons to access standard Papyrs options (Settings, Activity Stream, and so on) are shown in the menu bar, but they can easily be removed if you don't need them.

The More Menu

Because the menu bar is fully customizable, you can remove all navigation links to standard Papyrs functionality that you don't need very often. To make sure you'll always be able to access all functionality, the first button in the menu bar is always the More Button, . Clicking this button will bring up the More Menu, which contains links to standard functionality such as the Settings page, or the Activity Stream. Note that users only see links to options that are available to them. For example, if a user has no permission to access the People Directory, this link won't be shown in the More menu.

Customizing the Menu Bar - Menu Bar Editor

Papyrs comes with a special Menu editor which allows you to easily add navigation links and menus, without requiring any technical knowledge or markup codes. Note that only Administrators in your team can edit the menu bar. To edit the menu bar, open the More Menu (), select Settings, and then Menu.

Once you open the Menu Editor in Site Settings > Menu, you'll see a screen like this:

1. Click Add Menu Item to add a new item to the menu bar.

In the next dialog you can select what kind of menu item you want to add. You can add the following items:

Depending on the type of item you add to the menu bar, you'll get a dialog with options for that item. Below is the dialog for creating (or editing) a Page Link. Each menu item can have a name and/or an icon. Leave the Name for this item field blank if you want to display an icon only. In the case of Folder Menu's and Page Links, you can either use the name of the Page/Folder itself, or set a custom name. If you keep the name of the Page/Folder, the menu item is automatically renamed when you rename the Page or Folder itself.

2. Click the Reorder button to re-order the items on the menu bar.

3. Click Save to apply and save the changes. Everyone in the team will now see the new menu bar settings.

4. To edit or remove an existing menu item on the menu bar, just click on it. An edit dialog will appear.

5. Click Edit Menu to edit the settings (name, icon, and so on) of an existing sub menu on the menu bar.

6. Click Add Item in a sub menu to add a new menu item to the sub menu.

7. Click Reorder Items in a sub menu to reorder the items in that sub menu.

8. To edit or remove an existing menu item in a sub menu, just click on it. An edit dialog will appear.


To change the colors of the menu bar, see Themes & Branding.

3.2. User Profile Menu

Papyrs has a User Profile Menu and a User Options Menu. On this page we'll go through the functionality of both.

The User Profile Menu

This is the menu you get when you click on your profile picture in the Upper right corner:

From this menu you can quickly access various features in Papyrs.

The User Options Menu

This menu is part of the Admin Console and allows Administrators to change the preferences of other Papyrs users. If you click on a user's profile picture you get the User Options Menu. This menu can be reached wherever you see profile pictures in Papyrs: the User Directory, the Discussion Stream and the comment section of a page.

  1. View profile – Go to this user's profile page
  2. Impersonate User – This allows you to see Papyrs exactly as this user would. Read more about User Impersonation
  3. Set picture – Change this user's profile picture.
  4. Set permissions – Change the page permissions of this user.
  5. Set preferences – Change this user's display name, email address, password and user role.

3.3. Homepage

Homepage

The homepage is the first page that is shown to users after they log in to Papyrs, or click on the banner.
You can set a page as the homepage by clicking on , then Edit Properties, and select Make this page the Papyrs homepage (this option is only available if you are an Administrator). Read Pages for more about page settings.

Global Navigation

With Papyrs you can easily add navigation sections to pages, or add global navigation to the menu bar (like favorite links, important pages or event custom dropdown menus). You can read more about customizing the menu bar at Menu Bar.

3.4. Folders & Tags

Folders

Folders (or categories, as they were called in earlier versions of Papyrs) can be used to organize your pages hierarchically - much like folders on a PC or Mac - and each page in Papyrs can be stored in a folder.

Only folders containing pages are shown, so a folder is automatically hidden for a user when it no longer contains any pages they can access.

Setting the folder of a page

When creating a page, you can set the folder of the page by clicking the select a folder link in the dialog:

You can assign the page to an existing folder, or click the New folder link to create a new one.

Moving a page to a different folder

To change the folder of an existing page, click , then Edit Properties, and click on the currently selected folder to reopen the Select folder dialog shown above.

Using drag&drop to quickly move pages to another folder is also possible from the Pages overview: drag the page by its handle on the right and drop it in another folder on the left.

Renaming & moving folders

Administrators can also quickly reorganize folders by renaming or moving them. To rename an existing folder, go to the Pages overview and click rename (1).

To move a folder, go to the Pages overview and click on move folder (2 in the screenshot above). You can now drag a folder in the folder tree, and drop it onto another folder. For example, we can move the "HR Forms" folder to the "Employees" folder: all pages and subfolders of HR Forms are now moved to Employees.

Navigation

To quickly navigate to related pages and information, you can also display a folder tree directly on a page, by adding a Navigation - Folders widget.

It's also possible to add a folder to the menu bar. When a user clicks on the folder, a sub-menu is shown with all accessible pages in that folder. See Menu Bar for more information.

Tags

Folders allow you to hierarchically structure your information. Sometimes however, you might want to group, browse and search pages by additional keywords. This is where tags come in. You can assign multiple tags to each page. This way you can browse and find pages by all kinds of keywords. For example, you could add tags to describe some status, responsibility, client, department, type of document, and so on.

Adding or removing tags to a page

Similarly to setting the folder, you can add and edit a page's tags when creating a page, or on the page's Edit Properties. There you can click the add tags link:

Just enter a list of tags (separated by commas), or select one or more existing tags from the dropdown menu.

Deleting and renaming tags

Administrators can also delete and rename tags. Go to the Pages overview, and select a tag. You can now use the rename and delete tag link to rename a tag, or delete the tag (when deleting the tag, it will be removed from each page that used the tag).

Tags navigation

You can browse pages by tags under the Pages Overview.
Note: unlike folders, which are only visible if a user has access to at least one of its pages, all tags are visible to all users in your team. As always, the pages within the tags are of course only visible to people who can access them

Just like folders, you can also pin a collection of pages with a certain tag to the menu bar. Just go the menu editor, and add a Tag Menu (see Menu Bar for more information about editing the menu bar).

You can also insert a Navigation widget on your page to show a list of pages within a tag.

3.5. Search

Search through all your information

The fastest way to find something back is to use the Search feature in Papyrs. When you start typing in the search bar (located in the top menu), Papyrs automatically starts searching. Using search you can find back everything in seconds: Note that you can only find back items for which you have permissions to view them (see Permissions).

For an example, see the screenshot below:



Advanced Search

There are also a number of advanced search options:

Command Result
KeywordFinds all pages, files, etc, that contain that Keyword.
Keyword   AnotherKeywordFinds all pages, files, etc, that contain both keywords.
Keyword   -AnotherKeywordFinds all pages, files, etc, that contain Keyword but not AnotherKeyword.
Keyword | AnotherKeywordFinds all pages, files, etc, that contain either of the keywords.
(One & Two) | ThreeUse braces for more complex queries
page: keywordSearch within pages for Keyword
file: keywordSearch within attached files for Keyword
form: keywordSearch within submitted forms (and attachments) for Keyword
feed: keywordSearch within news items and activity feed for Keyword
contact: keywordSearch within profile pages for Keyword
discuss: keywordSearch within comments for Keyword

3.6. Activity Stream

Everybody on the same page

With a lot of different information going back and forth between team members, the Activity Stream is a great way to stay up to date with everything that's happening in your team. You can find all the latest actions, post or view comments and status updates for everyone in your team or in a specific group.

Streams have been an important part of many modern social networks, and are also becoming an important way to communicate within businesses and organizations. It's an easy way to get your announcements or questions & answers out to entire teams, without spamming and cluttering their Inbox. This also makes it easier for other people to reply on activity items, participate in discussions and keep people up to date about their progress. Because inactive discussions automatically "sink" to the bottom of the stream, the stream is good central place for both having active discussions as well as posting about updates (like micro blogging social networks).

Permissions -- who can see which updates

Users can only view and discuss page activity (e.g. new pages, page updates) about pages for which they have permissions to view them (see Permissions).

On the stream you can also directly reply to an existing discussion, or reply to page update activity. When you post a reply it is shared with the same people as the original message you're replying to.

When you post a new message, it is normally shared with everyone in the Papyrs account who can access the stream. You can also share a message with your group only, see the next section.

If you're unsure who has access, you can easily see who is able to view a specific item and its replies in the stream, by clicking on the lock icon, see the screenshot below:



Groups

If you have many people in your organization, and a lot of activity is going on, you usually just want to share and view activity within a certain group (like your department or team). On the stream, you can easily filter activity by, or post messages to, a certain group. (To read more about setting up groups, see Groups).

To filter activity from a certain group, simply select the name of the group from the menu on the right. Once a certain group is selected, you can also choose to share a new message with everyone, or just with your group. See the screenshot below:



If you select a group that you're not a member of, you can only view activity in that group that's shared with you.

You can also subscribe to email upates about activity on the stream in a certain group, by clicking on the envelope icon in the titlebar.

Example

In the screenshot below, you'll see an example of the activity stream in action. Kristeen just approved a Paid Time Off request from Florentino, who sends Kristeen a reply about the status update (only form administrators for the Paid Time Off page, and Florentino will be able to see this update). Salvador has sent a note about a staff lunch to the entire team.


3.7. All pages overview

How can I get an overview of all pages?

To get an overview of all the Pages in your team, select Pages from the menu:



The overview of all pages can be ordered Alphabetically, by Creation date, by Last modified date, by Folder, or By Tag. In the screenshot below, the pages are ordered by Last Modified, and you can change the ordering by clicking on the other options in the titlebar.

The pages are shown in three columns: the first column shows the title of the page, the second the last modified date, and the last column shows with whom the page is shared. Behind the title of the page, the following small icons can be shown:


This is how the Pages overview looks if you order by Folder:

Who can see the pages in the pages overview?

People can only see pages in the Pages overview for which they have access to view them.

When viewing pages ordered by Folder, only folders that contain one or more pages accessible by the user are shown. For example, if you create a Page called "Secret Page", in folder "Secret Documents", and only give the administrators access to this Page, the other users cannot see the folder "Secret Documents" exists.

3.8. People directory

People Directory

Papyrs comes with an employee directory, which you can use to easily get an overview of everyone on the intranet, and quickly look up their details.

You can access the People Directory from the menu bar here:

Administrators can also access all user related settings directly from the People Directory, from changing permissions, to inviting new users. The People Directory will look something like this:



You can find the following elements here:
  1. This button allows Administrators to edit the following people settings:
    • Change the default view of the People Directory (view as table or thumbnails).
    • When viewing people in a table, which columns should be shown. The available columns are: Name, Email, Joined at, Website, Twitter, Telephone (Home, Work & Mobile), Position, Street, City, Zipcode, State, Country, Bio and Birthday.
    • Whether or not to show the filters (for switching between Groups)
    • Default permissions for Google Apps users.
  2. A list of all Groups in the account. They can be used to group people together and make it easier browse, to set permissions and share messages on the activity stream.
  3. A list of upcoming birthdays (users can set the birthday on their profile)
  4. Click on a user to view a summary of their details or view the entire profile.
  5. A list of all users in this view
  6. The Group dropdown menu shows options for the Group which is currently selected, such as changing the name, setting an icon, or changing permissions for the people in the group.
  7. Inviting people

Profile Cards

On a Papyrs site, each user has a profile card which people can use to look up more information about a team member (such as their status, position, expertise, and so on). It's a bit like a private social network for your team or company. Clicking on a user anywhere in the interface will bring up a profile card, making it easy to quickly look up the details of the author of a page, or someone in the People directory, for example. Administrators can also access all user-related options from this profile card.




The profile cards are visible to all team members with access to the People Directory, but are not public, and cannot be viewed by people you invite via email to share a page.

4. Settings

4.1. Permissions

Note: if your settings look different, you can find the previous documentation here.
Permissions in Papyrs

With fine-grained page permissions in Papyrs you can set exactly who in your organization can access which pages and who can edit them. Additionally, roles can be used to turn off certain functionality for certain types of users. Finally, some widgets on a page have additional widget settings, for example to restrict who can edit form records on that page.

Here you can read how the different permissions work, and how to change them:

Page Permissions

A user can have one of the following access levels to a page:

You can set permissions of a page when creating a new page, or change permissions of an existing page by clicking the button, and then Permissions & Subscribers.

Giving people access to pages is easy: just click on their name, or on a group to give everyone in the group access.

More fine-grained options are also available, in case you want to decide on edit rights of individual users, for example. We explain all the available options below:

Changing permissions in bulk (multiple users or pages)

As the number of pages and people in your account grow, it's often useful to change permissions for a large number of pages, users or a group of users at the same time. This is where bulk permission assignment comes into play, which allows you to do just that in a few clicks. Afterwards you can use user impersonation to verify that the permissions are set up correctly.

You can find the Bulk Permission assignment page by navigating to People » Edit Permission :

When you click on "Edit Permissions" you'll see a page that looks like this. Here you can set permissions for multiple pages and for multiple users at once.

  1. First you select which people you want to set permissions for. If you click on "Select people" you'll get a window where you can select individual people or groups to set permissions for.
  2. (optional) You can use the Filter option to choose which page permisisons you want to update. For instance only pages in a specific folder or only pages with a given tag.
  3. (optional) You can use the checkboxes to the left to exclude individual pages. Uncheck the boxes and the permissions for those pages will remain unchanged.
  4. (optional) You can use the dropdown box to copy permissions from an existing user or to set a specific permission level. Click on Copy to copy the permissions.
  5. Now you can change the permissions for individual pages. Select the appropriate permissions for every page from the list if you want to change them.
  6. Does everything look right? If so, time to save. Click "Save Permissions" and the new permisions will be saved.

Roles

Next to the page permissions, each user has a role, which determines their access to global features in Papyrs. To view and change these roles, go to Settings > People, select a user and click Change Role, see the following screenshot:



After clicking on Change Role, the following dialog will appear:



Use the dropdown (1) to change their role. By default, the three role levels are: For more advanced permission level settings, click Advanced role settings (marked with 2 in the dialog screenshot). Here you can change the settings of a role level itself. For example, if you don't want Normal Users to have access to the activity stream page, uncheck that option and click Apply. All Normal Users will now no longer see the activity stream.

Tip: to change the roles of multiple people in bulk, view the People Directory as a table, select multiple users, and click Selection Actions > Edit Role.

Form Permissions (Widget Setting)

When a page contains a form, users who can access the page can submit new records. By default, the access to form records is set like this:

Page permission level Access to records of the page's form
View Viewers can only see & edit records they submitted. Other records are not visible.
  • Additional edit restrictions can be set by enabling Workflow mode.
Edit View and edit all records of the page's form.

For example, if you have an HR form to process requests, you can give managers Edit permissions to the page so they can view and change (e.g. approve or deny) all records, while others can only submit records and view their own records.

It's also possible (for page editors) to change which records View users can see. In some cases it's useful everyone is able to see all records, for example, like in the case of bookings or an event calendar. To change this, open the form properties dialog by clicking edit on the form's submit button:

In the following dialog, you can select which records viewers of the page should be able to see (1), and which they can edit (2).

Workflows
Using the Workflow options (3), a status field is added to each record, and editing of a record by a View user can be restricted depending on the status of a record (for example, users can only edit form records when the status is still set to Pending approval).

Advanced: App Permissions
When App mode is enabled for a form, whenever someone submits the form, a new page is created for that new record, using the form page as a template. Just like any other page, page permissions can be changed for these record pages individually.

The default permissions for new record pages (created when someone submits a form in the App), work just like access to records in a normal form. Like normal forms, Editors of the App will get Edit access to all new record pages, and the default setting for Viewers is they only get Edit rights to the record pages they submitted themselves (No access, otherwise). Similarly, the default permissions for new record pages can be changed by editing the properties of the App-mode enabled form:



Tip: to quickly change all permissions for existing record pages of an App, use the bulk permission tool.

Posting comments (Widget Setting)

When a Discussion widget is present on a page, every user who can access that page can post comments. If required, this can be changed so that only people with Edit permission levels to the page can post comments (i.e. those with View permission levels cannot leave a comment on the page). This can be enabled by editing the Discussion widget on the page:


And then selecting the Require edit rights to post comments option.


Verifying permissions & Impersonation

To verify that the permissions are set correctly, you can impersonate a user. This feature is only available to users with the Administrator role. To impersonate a user go to the People Directory, select a user and click Impersonate User, see the following screenshot:


You will now see your Papyrs site exactly as it appears for the user you're impersonating. So you'll only see the pages the user has access to, you can only edit those pages the user can edit, and so on.

You'll also notice that Papyrs automatically hides pages a user doesn't have access to from the menu bar and navigation widgets.

When you're done impersonating the user you can click on the "Stop impersonating user" button at the top of the page.


Tip: You can also impersonate a user from the Page menu (Page > View this page as another user).

4.2. Permission Management

Papyrs Permission Management / Bulk Permission Assignment

You can set the permissions of every Papyrs page so people will get exactly the appropriate level of access. You can choose between several permission levels: No Access, View Only, View & Submit forms, View & Manage forms, or Full Access for every page and for every user. We have more information about permission levels and user roles.

However, if you have hundreds or thousands of pages it's no longer convenient to set all the permissions individually. This is where bulk permission assignment comes into play. With the Bulk Permission assignment tool you can assign the permissions of many users and many pages in a few clicks. You can then use User Impersonation to verify that the permissions are set up correctly.

You can find the Bulk Permission assignment page by navigating to People » Edit Permissions:

Assigning permissions

When you click on "Edit Permissions" you'll see a page that looks like this. Here you can set permissions for multiple pages and for multiple users at once.

  1. First you select which people you want to set permissions for. If you click on "Select people" you'll get a window where you can select individual people or groups to set permissions for.
  2. (optional) You can use the Filter option to choose which page permisisons you want to update. For instance only pages in a specific folder or only pages with a given tag.
  3. (optional) You can use the checkboxes to the left to exclude individual pages. Uncheck the boxes and the permissions for those pages will remain unchanged.
  4. (optional) You can use the dropdown box to copy permissions from an existing user or to set a default permission. Click on Copy to copy the permissions.
  5. Now you can select the permissions for individual pages. Select the appropriate permissions for every page from the list.
  6. Does everything look right? If so, time to save. Click "Save Permissions" and the new permisions will be saved.
That covers how you can save permisions for multiple pages at once. To read more about the basics of how permisions work in Papyrs check out the Permissions documentation.

4.3. Themes & Branding


The branding features in Papyrs allow you to design a visual theme that matches the style of your company or organization.

You can set a banner image and the logo of your organization at the top of every Papyrs page. You can change the appearance of the menu bar, and you can change the font and style of the text on Papyrs pages.

You can find the Theme Editor in the user menu in the top right corner: click on your profile picture, select Site Settings, and then Theme

Only site administrators can access the theme editor.

Site Themes

There are 6 themes to choose from: Modern, City, Cloud, Classic, Minimal, and Gradient. Each of these themes has some unique attributes. You toggle between the different themes by clicking on the theme icons. The other styling options available on this page depend on which theme you choose. For instance with the Classic Theme the banner image is always the width of the page itself, and with the Minimal Theme there is no banner at all, just a logo.

Just try the different themes and see what you can come up with!

Site Logo


You can replace the Papyrs logo with the logo of your business or organization. For best results use a logo (jpg/png) with a transparant background so the logo and the background work together seamlessly. If your logo has a background color, then you can use the two checkboxes ("Add border" and "Add frame") to make the logo stand out more.

The logo is resized automatically based on how much space there is in the banner.

Site Banner


Here you can upload the banner image for your site. Or, if you have selected the Gradient theme, here you can choose the colors that make up the banner gradient.

If you're on the Classic theme then for best results upload a banner image that's 1104px wide and between 60px and 350px tall. With this theme the banner image won't stretch along with the browser window.

If you're on one of the other themes the banner image will be stretched automatically to the browser window. This has two implications:

  1. The banner image and the logo are not fixed relative to each other. Your logo may become illegible as the contrast of the background behind it changes. Or it could mean that your logo may obscure parts of the banner you don't want obscured (e.g. text, a person).
  2. The bottom half of the banner image gets cut off when the site is viewed on smaller screens.
We recommend using a abstract banner image with consistent contrast and colors so the logo will look good regardless of the exact position of the logo on the banner.

If you don't want the background to cover the window like described in the previous section, then uncheck the "Cover mode" checkbox. Now the image will be scaled along with the browser window. The width of the image will match the width of the browser window, and the aspect ratio of the image determines the height. For best results you'll want to upload a wide and short banner, perhaps sized 1920x200px.

Site Colors

In this section of the theme editor you can adjust the colors used in Papyrs.

There are three menu styles to choose from: dark, light, and minimal. You can also choose a menu hue. The menu is then colored with different shades of that hue. Here are some examples of what the menu bar can look like:


Custom Colors

Part of the Whitelabel package.

If the options above aren't sufficient to get the colors just right, you can make color adjustments in this section of the theme editor.


Change paragraph font & style

The changes you make here will change what the regular text on all your pages look like, as well as most text in the rest of the user interface (dialog windows, settings pages, and so on).

Change heading font & style

The changes you make here will change what the headers on all your pages look like, by default. You can still change the appearance of individual headers on a page using the page editor.


There are 14 fonts to choose from:


Custom Webfonts

Part of the Whitelabel package.

You can use fonts from the Google Fonts catalog for your Papyrs site. There are over 800 webfonts fonts to choose from.

Custom CSS

Part of the Whitelabel package.

If you wish to make other changes to the appearance of your Papyrs site you can do this with the Custom CSS function. You can use this to make a great range of visual adjustments.

Here are a few examples:

Custom Javascript

Part of the Whitelabel package.

You can use javascript to customize the behavior of Papyrs. You can use javascript to add your own elements to pages, or to connect to other services. There are very few technical limitations as to what can be accomplished by adding your own javascript code to Papyrs, but if something in the interface absolutely has to be changed, with javascript it's possible.

4.4. Inviting people

Adding people to your team is easy. Go to the People directory, and click Invite new users (only Administrators can add people to the team).




After you click Invite new users, you find the invitation form, see the screenshot below:



To add someone to your team, fill in the following:
  1. Email address
    The email address of the user. Make sure the user can access this email account: we send a welcome email to this address to explain the user how to pick a password and log in.
  2. Name
    The name of the user as it should appear in comments, pages, emails, etc. This can be the full name of the person, and spaces and special characters are allowed.

    The following optional options are also available:

  3. Add multiple people
    If you want to add more than one person, click this option, and you can type in a list of email addresses, or just paste a list of adresses and names from your email client.
  4. Share existing pages
    Here you can set initial page permissions for the new user. You can choose the access level (see Permissions) the user should get to existing pages. You can also set this field to No access, or Only share the home page, and set permissions for individual pages later.
  5. Invitation email
    Here you can (optionally) set the subject and welcome message for the invitation email we send to the people you want to invite to your team.
  6. More permission settings
    Click this link to show additional options such as role and group (these can also be set later).
Finally, click Invite. The user will receive a welcome email on the given email address with instructions on how to pick a password and log in.

4.5. Groups

What are Groups?

Unless your company is just a handful of people, it's likely it consists of different sub groups. For example, a group of Developers, of Sales, of Marketing, and so on. Because people in a group often need access to the same material, and sometimes don't need (or are allowed to) view pages of other groups, it's also possible to divide the entire team into different groups in Papyrs. When setting permissions to a page, this feature can be used to quickly set permissions of people based on the group they belong to (see Permissions).

Creating a Group

To create a new group, go to the People directory, and click Create Group (only administrators are allowed to set up groups)



Fill in the name of the new group and click Create. You can also pick an icon to display next to the group's name.

Organizing groups

To view all people in a group, just click on a group in the filter side bar of the People Directory. A new Group ▼ dropdown menu appears, which shows you options for Editing (like renaming) the group, or for setting permissions for people in the group.

To move people into a group, just click on a person, and select Move to Group. You can also select multiple people, and select Move to Group from the Selection actions ▼ dropdown that will appear in the bar.

Deleting a group

To delete a group, go to the People directory, select a group, and select Edit from the Group ▼ dropdown. From the resulting dialog, select Remove this group. Note: this does not delete the users in the group, nor any of the pages or comments that they've created. It just removes the group, and any users in that group are automatically moved to the Default Group.

4.6. General settings

In the My Preferences screen, you can change your Papyrs account preferences, like display name, password, and so on. To change your settings, click My Preferences from your User Profile menu.



Change email address
To change your email address, click the change email address link.

Change password
To change your password, clcik the change password link.
Logout
If you click the Logout link at the top right corner of the screen, you only log out for the current session. If you have other sessions open, for example at a different computer at home/work, or on your mobile phone, you are still logged in there. To log out of all sessions and devices, click sign out all devices.

Preferences
Under preferences you can change your time zone, the format in which dates should be displayed, the start day of the week, and your display name. All dates and times will be shown in your local time. You can also set the format in which form reports should be exported. The reports are exported in .CSV-format. Depending on your locale settings of software like Excel, the data in these files must be separated with comma's (,) or semicolons (;). If you have problems importing form reports, change the setting here.

Profile picture
This the picture which is shown on your profile page (see People directory), when you leave a comment, and so on. Upload a picture here, and Papyrs automatically makes a small and medium thumbnail.


4.7. Account & Billing

General (Accounts and logins)

Here you can find all information related to Papyrs accounts: creating a new account, closing an account, upgrading, cancelling, billing, change account information, etc.

How are payments processed? / How will charges appear on my bill?

We accept all major credit cards, including Visa, MasterCard, American Express and Discover. To securely process payments, we work together with our payment partners Stripe and FastSpring. We do not store credit card numbers ourselves.

Change & View subscription information

You can view and change your subscription information on the Site Settings page. Click Site Settings, then select the 'Subscription' tab. Note that you need to have administrator permissions in your team to review the subscription details.

Closing (cancelling) / Leaving a site

You can close a site and cancel the subscription at any time. To close (cancel) a site, go to the account information tab (Site Settings > Subscription). If you are the owner of an account, click the 'Close Site' button. If you are a member, but not the owner, of a team, click 'Leave Site'. A confirmation page will be shown. Click the confirmation button to close or leave the account. If you close your site and you were subscribed to a paid plan, the subscription is cancelled and you will receive no further charges.

Refund policy

We have a 30 day refund policy for new subscriptions. That means that whenever you close (cancel) an account with a paid subscription plan within 30 days of the first payment, you are eligible for a refund. Mail your refund requests to team@papyrs.com. It may take several days for the refund to arrive, depending on third part payment operators.

Upgrading and downgrading a subscription

To upgrade or downgrade your subscription, go to Site Settings, select the Subscription tab (Administrators only), and click Change Subscription.

Changes you make to your subscription are activated immediately, and you will simply be billed the new amount at the beginning of your next billing cycle.

Contract length

We will not force you to commit to any long term contracts. When you sign up for a paid plan in Papyrs, you subscribe to a monthly subscription. It will be renewed automatically every month, until you cancel the subscription. You can cancel at any time, see Cancelling. We also offer annual subscriptions at a discount. You can choose this option when subscribing.

Are there any other fees?

No, you only pay the monthly subscription cost. There are no sign up fees, upgrade, downgrade or cancelation fees. However, if you are based inside the EU, you may be subject to a VAT charge (see next section).

Does VAT (Value Added Tax) apply to my Papyrs subscription?

Only if you are based in the EU (European Union), but do not have a valid VAT ID, an additional VAT charge applies to your order (at the rate of the EU country you're based in). Business customers in the EU can provide a valid VAT ID in the last step of the order process to be exempt from this VAT charge.

Free Papyrs Trial. Try the full version for 15 days.

Want to try if Papyrs makes you and your team more organized and productive? You can use Papyrs for 15 days, completely absolute free. No commitment, and no credit card required. If you like Papyrs you can easily upgrade to one of our paid plans.

When your trial is almost over, you will receive an email with instructions on how to upgrade to keep using Papyrs. When upgrading from a trial account to one of the subscription plans, all your information and settings will of course be preserved.

What happens if I don't upgrade after the trial or a payment fails?

If a payment fails, our payment provider will send you an email to notify you of the failure. It also contains instructions on how to update your payment information if necessary. If you are almost at the end of the trial, we will send you an email reminder, and a notification bar in Papyrs will show you how many days you have left on the trial.

If a payment cannot be completed, or if you decide not to subscribe to a plan after the trial has ended, your account will be frozen. At this point you can reactivate, modify or close your subscription. Don't worry, we will never destroy any of your data unless you explicitly tell us you want to cancel your account (e.g. by clicking the Close Site button)!

4.8. Backups

Automatic Backups

Backups are a crucial part of any document system. With Papyrs there are multiple backup systems in place. Every night we make backups of all your Papyrs data. In addition you can create a personal backup of your Papyrs data for your own use. We take every measure we can think of to keep our customer data as safe as humanly possible. See our security policy for related information.

Manual Backups

Account administrators can create a one-click backup of their entire Papyrs site. Administrators can find the Backup page under Site Settings > Subscription > Manage Backups.



The backup archive contains:
Pages are exported as HTML. This way you can easily browse through the pages to ensure all data is present. Backups are kept available for download for 14 days.

After starting the backup process it may take a while until your backup is ready for download. Once it is, you'll receive an email with a download link to the backup archive.

4.9. Whitelabel

With the Themes & Branding options you can change the default theme (font styles, color theme and banner/logo images) for your Papyrs intranet, to match the style of your organization. The white labeling options allow you to change the entire visual appearance, customize the notification emails, and use your own name in the interface instead of Papyrs'.

This page will describe the options and how to set them up.

Custom Domain

Note: Custom domain is available on the Papyrs Business plan and higher.

The custom domain option allows you to access your Papyrs account on something like intranet.yourcompany.com instead of yourcompany.papyrs.com. To set up a custom domain, follow the steps below:
  1. Decide on a subdomain name you would like to use, for example
    https://intranet.yourcompany.com (you need to be owner of this domain).

  2. Change the DNS settings of your subdomain to point it to the address of the Papyrs servers. You can do this by adding a CNAME record to the DNS zone file. Point the CNAME to custom.papyrs.com.
    • Some DNS providers require the . (dot) at the end, others don't
    • Just to be clear: we literally mean custom.papyrs.com here, so don't replace "custom" with your account name. If there is an existing A record for your subdomain, remove it so only the CNAME to custom.papyrs.com remains.

  3. Fill out the form at https://yoursite.papyrs.com/settings/custom-domain/. We'll take care of the rest! Your new domain should get activated within 24 hours, and the transition will not involve any downtime.

White labeling

Note: White-labeling is available on the Papyrs Large plan and higher.

4.10. Audit Log

Intranet Audit Log

Note: Audit Log is available from the Super plan and higher.

For a general overview of usage statistics, such as graphs of the number of page visits, Papyrs offers integration with Google Analytics (which can be enabled under Site Settings > Integrations).

For a more detailed insight into the type of access and usage of the intranet, Administrators can view the Audit Log and see a detailed list of events by page or by user. Events not only include views but also other actions such as posting comments or downloading files. Each entry in the Audit Log also includes details such as the exact timestamp, IP address and User Agent (type of browser and device).

The following events are included in the Audit Log:

Event Description
Page viewLog entry created when a user accesses an intranet page.
DownloadLog entry created when a user downloads a file stored on Papyrs.
Page SaveLog entry created when a user saves a page.
Form SubmitLog entry created when a user submits an online form on a page.
Post commentLog entry created when a user posts a comment.
View recordsLog entry created when a user views the records of a form on a page.
View All PagesLog entry created when a user opens the Pages Overview
View People DirectoryLog entry created when a user opens the People Directory
View Activity StreamLog entry created when a user opens the Activity Stream

Administrators can access the Audit Log for a page by selecting it from the Page menu. The page audit log will show all log entries for the page across all users.

An example of the audit log for a page:




Administrators can access the Audit Log for a user by clicking on the user in the People Directory and selecting View User Log. The user audit log will show all log entries for the user across all pages.

An example of the audit log for a user:





Contact us to enable the Audit Log for your account.

4.11. Two-factor Authentication

Two-factor Authentication

Note: Two-factor authentication is now available for all subscriptions.

For extra security you can enable two-factor authentication. With two-factor authentication two different things (factors) are required to log in: something you know (your password) and something you have (your phone).

When two-factor authentication is enabled you can no longer log in just by entering your password, you will also need to enter a time-based security code from your phone.

Apps
Our implementation is compatible with OTP apps such as: Restrictions Papyrs uses Time based One Time Password (TOTP).

Enabling two-factor authentication

1. Click on your profile picture and go to My Preferences. Then Select "Enable two-factor authentication".

2. Enter your password and scan the QR code in your OTP smartphone App.

3. Enter your OTP security code from your smartphone app.

4. Success! Two-factor authentication is now enabled.

Note: If you lose your smartphone or delete the authenticator app by accident you will get locked out of the intranet. When you forget your password we can send a password reset email so you can regain access, but there is no equivalent for two-factor authentication.

Contact us if you have any questions about two-factor authentication or about our security practices in general.

4.12. Windows Single Sign-On

Papyrs with Integrated Windows Authentication (IWA) using LDAP

You can connect Papyrs to a Windows network. This has a number of benefits:

Here you can read the details about how Papyrs with Integrated Windows Authentication works. We also have a page explaining the benefits of using a Papyrs intranet on an existing Windows network.

Papyrs uses Integrated Windows Authentication, if available. This is also known as: HTTP Negotiate Authentication, NT Authentication, NTLM Authentication, Windows Domain Authentication, and Windows NT Challenge/Response Authentication.

Papyrs LDAP is compatible with Microsoft Active Directory (AD), Microsoft Azure Active Directory (Azure AD), and Apple Open Directory, and Linux OpenLDAP.

Connecting Papyrs to your Windows Network

In order to integrate Papyrs with your Windows network a user account for Papyrs to connect to the Active Directory.
Windows Server Hostnamee.g. ad.yourcorp.com
LDAP Porttypically 389 or 636
Base DNe.g. CN=Users,DC=example,DC=com
Papyrs LDAP usere.g. CN=papyrsldap,OU=users,DC=example,DC=com
Papyrs LDAP password****

Navigate to https://yoursite.papyrs.com/settings/people/ldap/ and click on Set up LDAP integration to get started. You'll see a form like the one below:



Finding the Distinguished Name of the Papyrs user account

If you're unsure what the Distinguished Name is of the Papyrs user you've added to your Windows network, you can look it up like this:


(Alternatively, you can put the user's displayName or email address in the Username field)

LDAP user and password

Add a user to the Windows Domain with sufficient permissions to retrieve a list of users in the Base Distinguished Name (Base DN). This user account is used to invite people to the Papyrs Intranet and to synchronize contact information (if desired).

Note: Papyrs doesn't need access to any other accounts on the network, nor do we require any additional access permissions. So we won't be able to access any files on the Windows network, nor will we be able to access any other classified information. We don't need access to the passwords of the users in the directory either, the user authentication will be handled by your Activity Directory server inside your network — Papyrs just gets a message from the server indicating whether the login was successful.

LDAP Port & Encryption

Papyrs supports two types of encryption for communication with the LDAP server (typically Active Directory): LDAPS and LDAP through an SSL tunnel/proxy. You can read more about configuration of LDAPS on MS Technet. Active Directory uses port 389 by default without encryption, and 636 for LDAPS.

Firewall

Papyrs will connect to the Active Directory server from ldap.papyrs.com and requires access to a single port. So the Active Directory Server doesn't need to be exposed to the entire internet and all existing firewalls can remain in place.

Testing the connection

The next step is to verify that Papyrs can connect to the Active Directory server:

If all is well you'll see "LDAP connection working OK" like in the screenshot above. Otherwise you'll get an error of where Papyrs gets stuck. You'll see exactly at what stage the failure occurs to make the problem easy to locate. If you run into any trouble though, don't hestiate to contact us at team@papyrs.com and we'll see if we can figure out where the problem lies.

Set Active Directory Preferences

Before you invite people to your intranet you can manage your LDAP preferences:

You can configure:

  1. Whether people can join automatically or need to be invited.
  2. What their default permissions will be.
  3. What the welcome email looks like.

Inviting users from your Windows Network

After a connection between Papyrs and your Windows network has been established inviting people takes only a couple of clicks.

After clicking on Invite New Users > From Active Directory you'll be presented with a list of users in your Windows network:

Click the checkboxes next to the users you want to invite and click "Add Users" to invite them to Papyrs. They'll receive a welcome email (with a customized invitation message) and will be able to log in right away.

Logging in

When people try to access a protected page on the intranet they'll see the following log in window:

The user can then choose to log in automatically (without a username or password) from a computer that's part of your intranet. Otherwise the user can log in with their Active Directory credentials (using either their mail, sAMAccountName, userPrincipalName) and their Active Directory (Windows) password. Users will also still be able to log on using their Papyrs email address and password. The text on the login button can be customized and logins with a password can be disabled if needed. When logging on using the LDAP login button the web browser will attempt to log on using Integrated Windows Authentication (using a challenge-response system). When this doesn't work a regular password prompt will appear instead.

For Integrated Windows Authentication to work the web browser has to know that the Papyrs site is part of the Intranet Zone. For Microsoft Internet Explorer and Google Chrome websites can be added to the intranet zone manually or for people on the network using a Group Policy.

User Synchronization

Papyrs connects to the LDAP server every night to update the list of users in the Windows network. Administrators of a Papyrs account can add those users to Papyrs (or allow users to invite themselves to the Papyrs group) and contact information for these new users is pulled from the Active Directory. When users log in to Papyrs the Active Directory server is contacted to verify the user is permitted to log in, and if so access to Papyrs is granted. If needed, Papyrs can be connected to multiple active directory servers.

Questions? Not sure if Papyrs with LDAP integration is what you need? Contact us with any questions you may have.

Not using Papyrs yet? Give it a try — free trial!
Try Papyrs for free!

4.13. Google Apps Single Sign-On

Papyrs intranet for G Suite and Google Apps

Note: In September 2016, Google renamed Google Apps for Work to G Suite. Integration with Papyrs continues to work as before of course, so all options below apply to both accounts created with Google Apps as well as new G Suite accounts.

Inviting users from your Google Apps domain

If you have installed Papyrs from the Google Apps Marketplace, you can easily invite people from your Google Apps domain to Papyrs.

By default, people in your domain may automatically join the Papyrs account, the first time they select Papyrs from Google's navigation bar (you can change this, if needed). If you already want to start sharing pages and set permissions for your domain users, you can easily add them to your account.

To invite people from your domain, go to the People directory and select Invite new users > From Your Google Apps Domain, see the screenshot below:

You'll now see a list of users in your domain. Just select the users you wish to invite, and click the Add User(s) button. After you've selected one or more users to invite, you can also enter an optional message for a welcome email.

Default Permissions for Google Apps users joining the Papyrs account

When users from your Google Apps domain are added to your account for the first time, they get the default permissions currently set for the account. You can always change permissions for users later on, see Permissions.

To change the default permissions new users from your Google Apps domain should get, go to the People directory, and click the Settings icon:

then, select Configure Google Apps Settings:

You will now see the following settings screen:

1. With this option you can control whether users from your Google Apps domain are allowed to join the Papyrs account by simply selecting Papyrs from the navigation menu in Google Apps. The default is Yes. If you change it to No, users can only join when you invite them first (see Inviting users from your Google Apps domain above).

2. The default permissions new Google Apps users joining your account will get to all existing pages in the account. You can either set a specific access level, or select the 'Copy from' option to copy the permissions from another user whenever a new user joings the account.

Invite-Only or available for everyone

By default, everyone in the domain for which you installed Papyrs is allowed to join the account. They simply select Papyrs from the navigation menu in Google Apps. If new users should only be allowed to join by invitation, you can change this setting in the Configure Google Apps Settings dialog, see the section Default Permissions for Google Apps users joining the Papyrs account above.

FAQ: We already signed up for Papyrs without Google Apps. Can I still add Google Apps integration?

Yes, you can add integration with Google Apps for Work to existing Papyrs accounts. To link your Google Apps domain to your existing Papyrs site, simply install Papyrs from the Google Apps Marketplace (follow the link and click on the install button). Papyrs will detect that your email address is already registered, and offer to link your Papyrs site to your Google Apps domain (see the screenshot below). You'll be asked for your Papyrs password to confirm.

Important: there are two requirements for the link to work:

Requirement 1) The email address used for Google Apps needs to be exactly the same as the email address you signed up with for Papyrs. If you're using a different address, Papyrs will assume a new user and create a new account. For example, if you signed up for Papyrs with jane.smith@example.com, but your Google Apps email address is admin@example.com, it won't work. In that case, first change your email address in Papyrs under My Preferences > Account to match the one in Google Apps (so admin@example.com in this case).

Requirement 2) You need to be an Administrator in Papyrs, as well as an administrator in your Google Apps domain.

The screen allowing you to link the accounts will look like this:

Once linked, people who are logged in to your Google Apps for Work domain can access Papyrs directly (Single Sign On). You will also be able to use Google Apps integrations in your Papyrs site (such as embedding Google Calendars, adding files from Drive). Other settings and content in your site will remain unchanged.

FAQ: I want to invite new employees, but they're not showing up in the user list yet?

If the users have recently been added to the domain, you might have to click the Refresh list button in the domain list (see the screenshot below):

FAQ: I can't get a list of users in my domain, what's wrong?

This is usually a problem with permissions. Please make sure that:

  1. You are logged in as someone who is an Administrator for your Google Apps domain.
  2. When using organizations in your domain: if you install Papyrs only for some organizations, make sure you are a member of that organization.
  3. API Access for your domain has not been disabled.
  4. Data access for Papyrs has not been revoked.
You can read about these steps in detail in the sections below:

To enable API Access, go to the Google Apps Admin Console (admin.google.com). Then, select Security. (or follow this direct link).

In the Security screen, select API Reference. Here, make sure the Enable API Access option is selected.

You can always try again under People Directory > Invite users (see Inviting users from your Google Apps domain above).

If the user list still won't load, see the next section on granting permissions:

FAQ: My Calendar, Docs and/or User list won't load, what's wrong?

Make sure all permissions are granted to the Papyrs app on your domain. Permissions are normally granted automatically when you add Papyrs to your domain. When new permissions are needed - when new functionality is added to the app, for example - you can grant additional permissions from the Admin console.

Log in as an Administrator for your Google Apps domain, and go to Google Apps Console — Settings for Papyrs (if the direct link doesn't work, you can find it under admin.google.com > Marketplace Apps > Papyrs > Data Access).

Make sure you see Granted under Data Access. If you see Approval Needed, please click the Grant data access link, like in the screenshow below:



Organization Permissions

If this still doesn't give you access to Google Apps data, make sure that Papyrs is turned on for the right users or organizations in your domain. When you install Papyrs, you can choose to turn it on for the entire domain (recommended), or only for some organizations:

When you only turn it on for some organization(s), make sure you are a member of that organization! If you are not, you cannot access data (user lists, calendars or docs) from your domain.

You can check and edit organization access under admin.google.com > Marketplace Apps > Papyrs > Data Access.

On the left side of that screen, you will see the current access setting, which is either ON for everyone (which we recommend), or ON for some organizations.

Note: even when you turn on Papyrs for everyone, if needed, you can still restrict people from joining your Papyrs account (see Default Permissions for Google Apps users joining the Papyrs account).

 
Read more about Papyrs for Google Apps.

4.14. Slack Single Sign-On

Wiki for Slack

Already using Slack, and want to use Papyrs as a wiki/intranet site for your Slack team? With the Papyrs for Slack app you can easily search your (wiki) pages and post new notes right from slack using the /papyrs command. You'll also be able to use Single Sign On and log in to Papyrs directly with your Slack account.

To set it up:

Single Sign On

To enable Single Sign On with Slack, go to Settings > Account > Slack integration (Administrators only). Then, click Allow users to Sign in with Slack, see the screenshot below.




Once enabled, the log in page for your Papyrs site will show the Sign in with Slack button:




Note: people can only log in with their Slack account to Papyrs if they are already member of your Papyrs site (with the same email address). If they are not, an Administrator needs to invite them first (see Inviting people).

Papyrs bot

Once you've installed the Papyrs for Slack App, you'll be able to use the /papyrs command directly from Slack.

You can use the following commands:

/papyrs help
Show available commands.

/papyrs post https://link-to-page the note you want to post
Posts a note to the Papyrs page with the given link (so for example, /papyrs post https://example.papyrs.com/Homepage hello everyone!). The note will include a link back to the conversation, so you can easily find back the part of the conversation that led up to the note.




/papyrs create title of your new page
Create a new page with the given title. Initially only you and Administrators will have access to the page.

/papyrs search keyword
Searches Papyrs for keyword and returns the results. The word 'search' is optional, so you can also type /papyrs keyword

More integration...

You can read more details about all the integration at Papyrs - A wiki for Slack

4.15. SAML Single Sign-On

Papyrs SAML 2.0 for Single Sign-On

If your organization uses centralized (federated) user identity management you can connect your Identity Provider (IdP) to Papyrs (the Service Provider) for Single Sign-on. Security Assertion Markup Language (SAML) is an open standard supported by all major identity platforms. This includes cloud identity providers such as OneLogin, Auth0 (integration guide), Okta (integration guide), Azure AD, as well as modern on-premise Identity Providers.

SAML based Single Sign-on can be used in addition to – or instead of – regular password-based logins. Papyrs SAML can also be used alongside Google Suite Single Sign-on, Slack Single Sign-on, and AD Single Sign-on.

4.16. SAML Single Sign-On using Okta

Okta configuration guide for Papyrs

Integrating Papyrs with Okta (https://www.okta.com/) takes a couple of steps. Below is an illustrated guide.


Step 1: Switch to the Okta Classic UI. You can skip this step if you're using the Classic UI already. You can switch back to the developer console after setting up the Papyrs Okta integration.

Step 2: If you don't see the "Add Applications" shortcut, you can also navigate to "Applications" in the menu bar.

Step 3: Select "Create a new App" then "Platform: Web" and "SAML 2.0" for sign on method. Click Create.

Step 4: Pick a name (and perhaps a logo) for your integration and click "Next".

Step 5: Fill out the following fields for the SAML connection:
  • Single sign-on URL: https://yoursite.papyrs.com/accounts/saml/acs/
  • Audience URI (SP Entity ID): https://yoursite.papyrs.com/accounts/saml/sp.xml
  • Add attribute:
    • name: email
    • value: user.email
The default values are fine for all the other fields. Click "Next" when done and "Finish" on the last step.

Step 6: Now that the Okta application has been configured the connection information has to be shared with Papyrs. Save the Identity Provider metadata xml, we'll need it later.

Step 7: Almost done. Now you just have to assign which Okta users are allowed to log in to Papyrs. You can assign individual users or entire groups to the Papyrs Okta application. For initial testing we recommend enabling the app for just a handful of users.

Step 8: Upload the metadata.xml you saved earlier to the Papyrs form at https://yoursite.papyrs.com/settings/saml/. You can leave all the other fields on the form empty. When you submit the form you're done! A SAML authentication button should show up on the login page of your site.
If you have any questions or if you run into any issues, please don't hestitate to contact us at team@papyrs.com.

5. Developers

5.1. API

Introduction

The Papyrs API allows developers to integrate their own, or other, services and apps with Papyrs. This is a technical document to help developers get started with the API. If you're not a developer but want to integrate Papyrs with existing applications, contact us to see if your application is supported. You can also check out Zapier.com for existing integrations.

Basics

Note that the API, and therefore this document, is still in active development as we add more endpoints and functionality. If you need the API for any actions which are not covered by this document, or if anything is unclear, let us know!

Conventions

In this document we'll write variables as (#variable). The token value 123456789012 is used as an example, and should be replaced with your API token.

Getting an API token

Go to Site Settings > Integrations & SSO > API to request API access to your account. Once API support is enabled, Administrators can go to Site Settings > Integrations & SSO and click Generate Token to create a new unique API token for users. Tokens can be revoked again using the Revoke Token.

Important: Only share the API token with trusted parties: everyone who has your token can access your account using the API! If you fear your token has leaked to an untrusted party, just use the the Revoke Token link (you can generate a new token afterwards).

Authenticated API calls

Testing:

To quickly test API access and view the JSON response in your browser, you can add the following URL parameters to any /page/... or /pages/ view: ?json&auth_token=123456789012, for example https://example.papyrs.com/pages/alphabetical/?json&auth_token=123456789012

Example GET request:
curl -H "Content-Type: application/json" \
     -H "User-Agent: MyApp" \
     https://example.papyrs.com/api/v1/pages/all/?auth_token=123456789012
Example POST request:
curl -H "Content-Type: application/json" \
     -H "User-Agent: MyApp" \
     -d '{"widget": {"val": "Hello <b>World</b>!"}}' \
     https://example.papyrs.com/api/v1/page/SKTL/paragraph/create/?auth_token=123456789012\&format=html
Example POST request using Python:
import requests

url = "https://example.papyrs.com/api/v1/feed/post/?auth_token=111222333444"
r = requests.post(url, json={'msg': 'hello from python!'})
if r.status_code == 200:
	print "OK!"
else:
	print r.status_code, r.reason, r.text 
Error & Status Codes

The following error and status codes are used by the Papyrs API:

Status Code Description
200 Request successful
400 Request formatted incorrectly, e.g. wrong or missing parameter
403 You have no permission for this action
404 Resource not found, or no permission to access this resource
405 Method does not exist (wrong HTTP method, or invalid action)
429 Too Many Requests. The default rate limit is 6requests/60seconds. The error field in the response indicates the rate limit used.
500 Server error. Something went wrong on our side

Additional error information can be returned in a JSON object containing an error and status field. For example:

{"error": "You have no permission to access the Feed", "status": 403}

API Endpoints:

Pages

The Pages API can be used to get a list of pages, read a page or post a new page. Updating pages is currently only possible by adding individual widgets (see the Widgets endpoint below).

Get a Page

GET /api/v1/pages/get/(#page_id)/

Returns: Dictionary with page information. The json field contains the object describing the contents of the page, which is a list of columns, with each column a list of widgets. Each widget is expressed as a dictionary. Example of a page with two columns:

{
    "category": "Test Folder/Sub Folder",
    "created_at": "2013-02-06T13:06:23Z",
    "created_by": "Wim",
    "id": "SKvP",
    "is_public": false,
    "json": [
        [
            {
                "classname": "Heading",
                "html": "Welcome!",
                "text": "Welcome!",
                "id": "SQRs",
            },
            {
                "classname": "Paragraph",
                "html": "This is some example test, this is <b>bold</b>!",
                "id": "SQRc",
                "text": "This is some example test, this is bold!"
            }
        ],
        [
            {
                "classname": "Paragraph",
                "html": "Text box in second column.",
                "id": "SQRV",
                "text": "Text box in second column."
            }
        ]
    ],
    "layout": [
        [
            [
                8,
                1
            ],
            [
                4,
                1
            ]
        ]
    ],
    "notifications": {
        "SXZb": "off",
        "SXZr": "on",
        "SxBt": "on",
        "SxBZ": "on",
    },
    "permissions": {
        "SXZb": "edit",
        "SXZr": "view",
        "SxBt": "no access",
        "SxBZ": "edit",
    },    
    "slug": "Test-Page",
    "title": "Test Page",
    "updated_at": "2013-02-06T13:06:53Z",
    "url": "https://example.papyrs.com/Test-Page"
}

Get all pages

Get a list of all pages visible to the user making the request

GET /api/v1/pages/all/

Returns: A list of pages, ordered by creation date (newest page first).

[
    {
        "category": "Main",
        "created_at": "2013-01-01T03:17:54Z",
        "created_by": "Mary",
        "id": "SXZp",
        "is_public": 0,
        "slug": "Some-example-page",
        "tags": [],
        "title": "Some Example Page",
        "updated_at": "2013-01-02T20:46:06Z",
        "url": "https://example.papyrs.com/Some-example-page"
    },
    {
        "category": "Main/Bizdev",
        "created_at": "2012-08-13T02:50:49Z",
        "created_by": "John",
        "id": "SXJj",
        "is_public": 0,
        "slug": "Customer-Leads",
        "tags": ["Sales"],
        "title": "Customer Leads",
        "updated_at": "2013-01-10T19:38:59Z",
        "url": "http://example.papyrs.com/Customer-Leads"
    }
]    

Delete a Page

POST /api/v1/pages/delete/(#page_id)/

Returns:

{"deleted": true, "id": "(#page_id)"}

Create a Page

POST /api/v1/pages/create/

Requests:

{
    "title": "Hello World",
    "json": [
        [
            {"classname": "Paragraph", "val": "Hello World!"}
        ],
        [
        ]
    ],
    "layout": [
        [
            [
                8,
                1
            ],
            [
                4,
                1
            ]
        ]
    ],
    "notifications": {
        "SXZb": "off",
        "SXZr": "on",
        "SxBt": "on",
        "SxBZ": "on",
    },
    "permissions": {
        "SXZb": "edit",
        "SXZr": "view",
        "SxBt": "no access",
        "SxBZ": "edit",
    },    
    "category": "Some Folder/Sub Folder"
}    

Returns: the same as "Get a Page":

{
    "category": "Some Folder/Sub Folder",
    "created_at": "2013-02-06T13:24:11Z",
    "created_by": "Wim",
    "id": "SKvS",
    "is_public": false,
    "json": [
        [
            {
                "classname": "Paragraph",
                "html": "Hello World!",
                "id": "SQRv",
                "text": "Hello World!"
            }
        ],
        []
    ],
    "layout": [
        [
            [
                8,
                1
            ],
            [
                4,
                1
            ]
        ]
    ],
    "notifications": {
        "SXZb": "off",
        "SXZr": "on",
        "SxBt": "on",
        "SxBZ": "on",
    },
    "permissions": {
        "SXZb": "edit",
        "SXZr": "view",
        "SxBt": "no access",
        "SxBZ": "edit",
    },    
    "slug": "Hello-World",
    "title": "Hello World",
    "updated_at": "2013-02-06T13:24:11Z",
    "url": "https://example.papyrs.com/Hello-World"
}

Records

List all records for a page

GET /api/v1/pages/records/(#page_id)/

Returns: A list of all form records submitted on this page. Each record in the list is described by an object which contains a field and a value field. field contains the name of the record field, and value its value.

The following optional parameters can be used for pagination:

Parameter Description
page Returns the Nth page of results, from new to old.

Default: 0

Example: /api/v1/search/query/?page=10
items_per_page The number of items to return, between 1 and 250

Default: 50

Example: /api/v1/search/query/?page=5&items_per_page=10

Example output:

[
    [
        {
            "field": "ID",
            "value": 1
        },
        {
            "field": "Created at",
            "value": "16/10/2018 18:42"
        },
        {
            "field": "Created by",
            "value": "Mark Smith"
        },
        {
            "field": "Example Field",
            "value": "Some value"
        },
        {
            "field": "Another Field",
            "value": "Another value"
        }
    ],
    [
        {
            "field": "ID",
            "value": 2
        },
        {
            "field": "Created at",
            "value": "16/10/2018 18:42"
        },
        {
            "field": "Created by",
            "value": "Mark Smith"
        },
        {
            "field": "Example Field",
            "value": "Another form record"
        },
        {
            "field": "Another Field",
            "value": "Another value in the second record"
        }
    ]
]

Widgets

The Widgets API can be used to get, delete and create individual widgets on a page.

Get a Widget

GET /api/v1/page/(#page_id)/paragraph/get/(#widget_id)/

GET /api/v1/page/(#page_id)/heading/get/(#widget_id)/

GET /api/v1/page/(#page_id)/attachment/get/(#widget_id)/

Returns:

{
 "classname": "Paragraph", 
 "text": "This is some example test, this is bold!", 
 "html": "This is some example test, this is <b>bold</b>!", 
 "id": "SQRc"
}
{
 "classname": "Heading", 
 "text": "Welcome!", 
 "html": "Welcome!", 
 "id": "SQRs"
}
{
 "classname": "Attachment", 
 "files": [
    {
        "filename": "Important Document.pdf",
        "size": 483912,
        "url": "https://api-example.papyrs.com/file/attachment/SKMm/Important_Document.pdf",
        "vanity_size": "472 KB"
    },
    {
        "filename": "Info.txt",
        "size": 17216,
        "url": "https://api-example.papyrs.com/file/attachment/SKMq/Info.txt",
        "vanity_size": "16 KB"
    }
 ],
 "id": "SQRt"
}

Create new Text box or Heading Widget on a Page

POST /api/v1/page/(#page_id)/paragraph/create/

POST /api/v1/page/(#page_id)/heading/create/

Parameters:

The following additional parameters can be added to the request URL:
Parameter Description Default
format Describes the format of val field in the posted JSON object. Values:

html — The value is HTML and is used unescaped (but sanitized to remove certain tags).

text — The value is Text, any HTML tags are escaped, and line breaks are converted.
html

Requests:

{"widget": {"val": "Hello World!\nTest"}}

Returns: the same as "Get a Widget"

{
  "classname": "Paragraph", 
  "text": "Hello World!Test", 
  "html": "Hello World!<br>Test", 
  "id": "SQRf"
}

Update existing Text box or Heading Widget on a Page

POST /api/v1/page/(#page_id)/paragraph/update/(#widget_id)/

POST /api/v1/page/(#page_id)/heading/update/(#widget_id)/

URL:

(#widget_id) is the ID of the Widget on page (#page_id) you want to update.

The (#widget_id) can be found with the Get a Page request, or from the (#id) field in a Widget request response. Note that when updating a Widget, its (#id) will change. The response will also return a (#version_of_id), which is the original (#id) of the Widget. Passing the (#version_of_id) as the (#widget_id) (instead of the newest ID) is also possible to update the Widget.

Parameters:

The following additional parameters can be added to the request URL:
Parameter Description Default
format Describes the format of val field in the posted JSON object. Values:

html — The value is HTML and is used unescaped (but sanitized to remove certain tags).

text — The value is Text, any HTML tags are escaped, and line breaks are converted.
html

Requests:

{"widget": {"val": "Hello World!\nTest Updated"}}

Returns: the same as "Get a Widget"

{
  "classname": "Paragraph", 
  "text": "Hello World!Test Updated", 
  "html": "Hello World!<br>Test Updated", 
  "id": "SQRf",
  "version_of_id": "SZlV"
}

Create new Attachment Widget on a Page

POST /api/v1/page/(#page_id)/attachment/create/

Requests:

A file can be uploaded by posting a single file in a field named file, using a multipart/form-data enctype.

Example:

curl -H "User-Agent: MyApp" \
     -F file=@test.txt \
     https://example.papyrs.com/api/v1/page/SKTL/attachment/create/?auth_token=123456789012

Returns: the same as "Get a Widget"

{
  "classname": "Attachment", 
  "files": [
    {
        "filename": "test.txt",
        "size": 483912,
        "url": "https://api-example.papyrs.com/file/attachment/SKMm/test.txt",
        "vanity_size": "472 KB"
    }
  ]
  "id": "SQRf"
}

Updating an existing Attachment Widget on a Page

POST /api/v1/page/(#page_id)/attachment/update/(#widget_id)/

URL:

(#widget_id) is the ID of the Widget on page (#page_id) you want to update.

The (#widget_id) can be found with the Get a Page request, or from the (#id) field in a Widget request response. Note that when updating a Widget, its (#id) will change. The response will also return a (#version_of_id), which is the original (#id) of the Widget. Passing the (#version_of_id) as the (#widget_id) (instead of the newest ID) is also possible to update the Widget.

Requests:

Upload the file to be added to the existing Attachment widget by posting it in a field named file, using a multipart/form-data enctype.

Example:

curl -H "User-Agent: MyApp" \
     -F file=@test2.txt \
     https://example.papyrs.com/api/v1/page/SKTL/attachment/update/SQRf/?auth_token=123456789012

Returns: the updated Attachment widget, in the same format as "Get a Widget"

{
  "classname": "Attachment", 
  "files": [
    {
        "filename": "test.txt",
        "size": 483912,
        "url": "https://api-example.papyrs.com/file/attachment/SKMm/test.txt",
        "vanity_size": "472 KB"
    },
    {
        "filename": "test2.txt",
        "size": 48391,
        "url": "https://api-example.papyrs.com/file/attachment/SKMo/test2.txt",
        "vanity_size": "47 KB"
    }
  ]
  "id": "SQRf"
}

Delete a Widget

POST /api/v1/page/(#page_id)/paragraph/delete/(#widget_id)/

POST /api/v1/page/(#page_id)/heading/delete/(#widget_id)/

POST /api/v1/page/(#page_id)/attachment/delete/(#widget_id)/

Returns:

{"deleted": true, "id": "SQcK"}

Search

The Search API can be used to query Papyrs' built-in search engine and find intranet pages, comments, form entries, people or files. The results returned through the API are the same as if the API user would have typed in the query in Papyrs' search box.

Search query

Get a list of search results based on a query.

GET /api/v1/search/query/

Parameters:

The following additional parameters need to be added to the request URL:
Parameter Description
q The search query

Example: /api/v1/search/query/?q=test

Returns:

A list of search results in the results field. Each result is described by a dictionary with fields as in the example below. cat specifies the type of result, which can be one of the following:

Cat value Description
Page Result is a page
File Result is a file
Contact Result is a person from the People Directory
Form Result is a form entry
Comment Result is a comment

{
    "results": [
        {
            "desc": "Information for Employees", 
            "icon": "status-icon-page", 
            "weight": 1646, 
            "lnk": "/Information-for-Employees", 
            "cat": "Page",
            "id": "xF8a"
        }
    ]
}

People

The People API can be used to get a list of people - and their details - in your account, as shown in the People Directory.

Get all people

Get a list of all people in your account (as shown in the People Directory). Guest users, invited to individual pages, are not included. The API user must have access to the People Directory, or a 403 Forbidden is returned.

GET /api/v1/people/all/

Returns: A list of people, ordered by join date (newest user first).

[
    {
        "attributes": {
            "Bio": "Degree in Corporate Finance. Responsible for all finances at Acme. Reimbursement approvals.",
            "Birthday": "03/17/1980",
            "City": "San Francisco",
            "Country": "US",
            "Email": "jane@acme.inc.example.com",
            "Group": "SF Office (HQ)",
            "Joined at": "10/16/2013",
            "Name": "Jane Smith",
            "Position": "CFO",
            "State": "CA",
            "Street": "13493 Main Street",
            "Telephone (Home)": "",
            "Telephone (Mobile)": "789-192",
            "Telephone (Work)": "",
            "Twitter": "<a href='https://twitter.com/Twitter'>AcmeJane</a>",
            "Website": "<a href='http://www.example.com'>Example</a>",
            "Zipcode": "92922"
        },
        "avatar_large": "https://media.papyrs.com/avatars/123456789.png",
        "distinguished_name": "CN=Jane Smith,OU=SF Office,OU=Users,DC=AcmeInc,DC=local",
        "id": "SxrX",
        "role_id": "normal",
        "subgroup_id": "SXZH",
        "waiting_invite": true
    }
]

If waiting_invite is true, the user has been invited but has not accepted their invitation yet. Attributes like dates are shown in the user's own locale.

Delete a user

Permanently delete a user from your account. Site adminstrators only.

POST /api/v1/people/delete/(#user_id)/

Returns:

{"deleted": true, "id": "(#user_id)"}

Feed

The Feed API can be used to post comments to the Activity Stream.

Post to the Activity Stream

POST /api/v1/feed/post/

Requests:

{"msg": "Your new message!"}

Returns:

{
  "c": "Your new message!", 
  "by": "Wim", 
  "a": "/static/avatar.png", 
  "unsafe_c": "Your new message!", 
  "id": 22171
}

Post to a discussion stream on a specific page

POST /api/v1/feed/post/(#page_id)/

You can use the API to post a comment to any page with a Discussion widget. The request and response are the same as for posting to the Activity Stream.

5.2. Single Sign-On

Implementing SSO between Papyrs and other applications using JSON Web Tokens (JWTs)

(Available from Papyrs Business plans and higher)

Papyrs' Single Sign On (SSO) functionality allows you to authenticate users in other applications with their Papyrs credentials. When a user is logged in to your Papyrs site they can then access the other application without being prompted for additional credentials.

In turn, Papyrs also integrates with Activity Directory, Google Apps (G Suite) Single Sign On, and Slack Single Sign On mechanisms. These mechanisms can also be combined. For example, users can log in to Papyrs with their Active Directory credentials, and third party applications can then authenticate against Papyrs users without any additional password prompts.

Registering your external application for SSO with Papyrs

The SSO mechanism is based on JSON Web Tokens (JWT) [1]. Your application sends a SSO request to Papyrs, wich then returns a signed JWT containing details about the authenticated user.

Registering your application with Papyrs

In order to register your application with Papyrs, send the following information to team@papyrs.com:

SHARED_SECRET - A secret string, shared only between your application and Papyrs.
CALLBACK_URL - The callback URL endpoint of your application to which the user is redirected with a token (JWT) after it has been authenticated by Papyrs.

We will register your application, and send you the SSO URL your application can use to request a token (e.g. https://example.papyrs.com/accounts/sso?app_id=example_app).

Single Sign On flow

The mechanism your application should follow is very simple and consists of the following steps:

  1. Redirect the user to the SSO URL (e.g. https://example.papyrs.com/accounts/sso?app_id=example_app). Your application can append an optional &return_to=url parameter.
  2. Papyrs authenticates the user.
  3. Papyrs creates a signed token (the JWT) containing the details of the authenticated user.
  4. Papyrs redirects the user to your application's CALLBACK_URL, returning the signed token in the ?jwt parameter. If the request in (1) contained a return_to parameter, it is appended to the callback URL. This way you can redirect your user back to the original URL they requested before the SSO flow started.
  5. Your application decodes the token and parses the user details.

Token details

The token (JWT) is returned to your application's CALLBACK_URL in the ?jwt URL parameter. It is signed with the SHARED_SECRET, and contains the following details:

JSON Field Description
iss The URL of the Papyrs account which signed the token (Example: 'https://example.papyrs.com')
iat The time the token was created (Issued At)
jti A unique id which your app can use to prevent replay attacks
sub Unique case-sensitive ID (primary key) to identify the signed in Papyrs user. (Example: 'SxJZ')
email Email address of the Papyrs user who is signed in (this address might change over time)
name Display name of the Papyrs user who is signed in

Additional fields might be added in the future. The tokens also include the standard JWT exp and nbf fields which should be used to check if the token is still valid / not expired.

[1] See JWT.io for documentation and libraries for all major languages (including Python, Ruby, C# and so on). For more details see the IETF document.

6. Articles

6.1. Why we created Papyrs

This article is from our blog.

The problem

Collecting, sharing and finding back all your information is painful. Even with our little startup we already bumped into this problem. First we only had some notes with ideas (e.g. for new features), screenshots, drafts, discussions and design documents. Then, feedback from users, press clippings, etc. As we got more users we got more business data: instructions, receipts, invoices, that sort of thing. The more data we needed to share and keep track of, the more time it took to file them and find them back.

We figure every company must run into this problem, so we decided to check out the software packages out there.

Enter Wikis & Intranets

We tried some wiki-like software. Wikis can be light-weight but they don't really fit our style of working. We don't want to use those weird markup languages just to write a document. It's too difficult to add a bunch of files or an image gallery. You spend too much time messing around with the Wiki itself and it's all a huge distraction.

We tried some other apps that promise to address these problems but they turn out to be too limited in functionality or every task takes a dozen clicks.

Finally we tried some bigger intranet software. They offer all of the features we need (and then some), but unfortunately "enterprise" software takes ages to install and it costs and arm and a leg. Besides, because those enterprise solutions try to do everything they don't do anything well. The user experience is lousy, and sometimes even requires programming to get something done! For software you need to use on a daily basis we want something that makes us happy using it.

Not only did we need a solution for ourselves, but we knew from experience other businesses and teams also waste time (and money) by inefficiently managing their information and documents. Not just documents but they also manually collect data in Excel (for example time sheets, customer surveys, expense reimbursements and leave of absence requests). Works fine for the first week, but as time passes those Excel files become more and more cluttered and unusable.

We couldn't find any solution that would solve all these problems in a friendly manner and without requiring technical knowledge. This seemed like a perfect opportunity for us to build an app that would solve these problems for good!

Making Intranets cool again

When we see the word "intranet" big companies come to mind, armed with an army of consultants hired to install and customize the intranet. But after we put further thought into it we realized that an intranet is exactly what we were looking for after all: we want to build up a knowledge base, share documents, files, add forms, discuss ideas and collaborate with team members and clients. We just want it to be user friendly. No markup languages, no programming. Just drag & drop. That's why we developed Papyrs.

We have been using Papyrs internally for the last couple of months and it has completely transformed the way we work. We get email updates whenever pages are updated, we can now find the information we're looking for in seconds instead of minutes, we no longer have to email Word documents back and forth or copy/paste data in Excel, and we can access everything from anywhere. Our hope is that it's going to have a similar positive effect on the companies of our customers!

6.2. Executive Summary

What is Papyrs?

Papyrs is an easy to use company intranet package hosted by us, in the cloud. Papyrs consists of three parts:

1. Wiki-like pages — Create pages for all your business information with notes, images, files, social media wigets and more.

2. Social — Keep everybody in the loop with email updates, comments and a activity stream. Set up a people directory for your team.

3. Forms — Create online forms with work flows. Collect and organize form information and create reports on demand.

Why choose Papyrs?

Papyrs has a number of great benefits:

Ease of use — Everything in Papyrs works with our unique page editor that's just like a word processor. Use the same editor to compose blog posts, edit wiki pages, make changes to style and layout, and so on. This means everybody will be productive with Papyrs in 5 minutes. So no training needed.

Full-featured — Papyrs has social functionality, drag&drop forms, reports, enterprise search, internal blogging, custom branding, permissions, and much more. You name it, Papyrs has it. See here for a list of all major Papyrs features.

Rock solid availability — It's our job to make sure that Papyrs is available all day every day. We manage the server infrastructure with great care and do major upgrades during the weekend. As a result our Papyrs customers enjoy an availability of over 99.9%.

Enterprise Integration — Papyrs integrates with Google Apps and you can use Papyrs with your existing Windows Network. Single-Sign On supported. Integration with Google Calendar, Google Drive, Google Maps, and more.

Permissions — Set who can view and modify which pages. Restrict access to the Social Feed, the People Directory and so on. Or create an extranet with pages visible to people outside your organization.

Branding — Use the logo of your business instead of the Papyrs logo. Change the colors to match the brand of your business brand. Or go the extra mile and completely customize how Papyrs looks.

Cost — Competing intranet products charge between $10 and $20 per month per seat. So if your company has 100 employees then you're looking at 100 × 15 × 12 = $18,000 a year for a basic intranet solution, with extra costs piled on top of that. Papyrs in contrast has simple and affordable pricing. In addition there are no startup fees, and no long term contracts. So you can just try Papyrs for a month or two to see if it works for your business. If not, you can cancel your subscription at any time, download a backup of all your data, and move on.

Highly Recommended — Papyrs comes highly recommended by the media and our customers. We average 5 out of 5 stars on the Google Apps marketplace. Just read the testimonials. We pride ourselves on our customer service and do everything we can to make our customers happy.

Looking for more?

Take a look at the Papyrs Tour or download the tour as PDF (1.5 MB)

Questions

You can always reach us via our contact form or at team@papyrs.com. We're happy to answer any questions you may have.
Not using Papyrs yet? Give it a try — free trial!
Try Papyrs for free!

6.3. Intranet Comparison

In this document:

Comparison of Intranet Software Solutions

The big decision you have to make early on in the process of chosing an Intranet Platform is on the size and scope of the intranet. What do you realy want your intranet to do? What problems does your intranet need to address?

There are many different intranet solutions out there, and it's easy to spend a lot of time and money on a solution that turns out to be a bad fit for your organization. In this document we give a basic outline of a number of intranet solutions out there along with their costs and benefits. Bear in mind that when deciding on an intranet there often is no right answer. There is no such thing as the best intranet. There is only intranet software that is a good fit for your organization and software that is a poor fit for your organization. This also changes over time. As your organization grows and changes the intranet has to grow with you. Until finally the day will come that you've completely outgrown your intranet software and you need a different solution. That's the natural lifetime of software in any organization, and intranet software is no exception.

So with the preface out of the way let's get started – Wordpress vs Sharepoint vs Google Sites vs Papyrs:

1. Wordpress

Wordpress is the world's most popular blogging platform. It's free and has been installed millions of times. So surely Wordpress is also great as an intranet? Well, let's see.

Conclusion: The best thing Wordpress has going for it is that it's free. But your time isn't. Because Wordpress is created as a blogging platform (which it excels at, by the way) it's just no good as an intranet. With sufficient dedication it is possible to create a passable intranet based on Wordpress, but it's a long and painful road. Running your company blog on wordpress, however, may be a good idea.

2. Sharepoint

Sharepoint is Microsoft's Intranet platform. It's the #1 intranet software for the enterprise by most metrics.

Conclusion: Sharepoint is a mixed bag. It's unparalleled in terms of functionality, but ease of use suffers as a consequence. It's also extraordinarily expensive. Enterprises with at least 10.000 employees may find Sharepoint is a great fit. For smaller companies it's likely to turn into an expensive nightmare.

3. Google Sites

Although Google Sites is not officially an intranet solution, some organizations use it as such. Google Sites is a web site builder by Google, with a drag & drop interface. So we also go quickly over the pros and cons here.

Conclusion: So although Google Sites is OK when seen purely as a website-builder, it really isn't intended to be used as a real intranet solution. And as a consequence, it isn't very good when used as one. We also believe that there are much better website builders out there than Google Sites, if that's really what you're looking for.

4. Papyrs

Conclusion: Papyrs is specifically designed to allow small and medium sized businesses to set up a social intranet without technical knowledge. This includes functionality from Wordpress, Google Sites, and Sharepoint, but the main focus is on intranet features and ease of use. If you're just looking for a company blog, public website or rather want an IT team to build a fully custom intranet, Papyrs is unlikely to be the best product for your organization. However, if you need a simple and straightforward intranet solution we believe Papyrs is a good fit.

In closing

Wordpress, Sharepoint, Google Sites, and Papyrs are all very different products. And yet all of these products are used as an intranet by different organizations. Sometimes with great success, sometimes to great frustration. We compared these products because they are all typical in their category of intranet products. Wordpress represents a blogging platform used as an intranet. Sharepoint is a typical Enterprise Intranet. Google Sites is a Site Builder that can also function as an intranet.

Papyrs can be a great fit for organizations that need an intranet with a strong focus on document management (with rich text and drag&drop functionality), easy permissions, and social functionality. In the end it's up to you to decide whether you need a true intranet product or whether some other software package suits your needs better.

Not sure yet what you need or what you're looking for in an intranet? Why not drop us a line? Maybe we can give you some useful pointers. Or just sign up for a free 15-day trial for Papyrs and see if you like it.

Not using Papyrs yet? Give it a try — free trial!
Try Papyrs for free!

6.4. Uptime and Availability

Papyrs Uptime and Availability

It goes without saying that availability of an intranet service is of critical importance. When Papyrs becomes part of your daily life even occasional downtime can get very aggravating.

To make sure Papyrs is fully operational nearly 100% of the time we've taken the following precautions:

This is our availability track record of the last 12 months:
Month Availability
Average Availability %

Papyrs is trusted by many companies all around the world. By financial services firms and by research institutions. By marketing agencies and by real estate brokers. Companies of all sorts and sizes rely on Papyrs every day to get their work done. And we won't let them down.

Of course, if you have any questions or concerns feel free to contact us at team@papyrs.com.

Not using Papyrs yet? Give it a try — free trial!
Try Papyrs for free!

7. Solutions

7.1. Online intranet software

Hosted intranet software

Looking for a way to collaborate, share and communicate better with employees and clients? Papyrs is an easy and flexible hosted intranet solution, with which you can keep everyone on the same page. You can share information, important files and documents, discuss projects and ideas, collect data from customers and colleagues and create reports. All of this based on an easy to use interface, which requires no technical knowledge!

What makes Papyrs different from traditional intranet software?

We developed Papyrs with the idea that intranets don't have to be expensive, complicated, or require technical knowledge. A big problem with traditional intranet software is that it usually requires an internal IT department or external technical consultants to set up and maintain. Not only does it make intranet software expensive, it also makes it harder to make changes and keep the intranet up to date.

Papyrs is a user-friendly hosted (also called SaaS, or Software as a Service) intranet solution: (See also Why we created Papyrs).

Easy to use, but complete.

Papyrs offers all the features you expect from a modern intranet.
Not using Papyrs yet? Give it a try — free trial!
Try Papyrs for free!

7.2. Document management

Whether you're working on a project in a team, need to communicate with clients, or need to keep internal records, a lot of documentation and information is going around. Policies, procedures, manuals, project planning information, financial spreadsheets, meeting minutes, and so on. With Papyrs, you can share all your important documents, information and files directly on your pages.

Simple document management

You can write documents directly in Papyrs, using the rich text editor. When a page is updated, people following the page can see at a glance which parts have been changed.

You can also attach existing files and documents to pages. Add an attachment widget and drag & drop files directly from your PC or Mac to the page. Using the fine-grained permission settings for pages, you can set exactly who has access to which documents.

It's also easy to collect documents from others. For example, you can easily build a form for a job vacancy, where applicants can attach their CV or other files.

Overview of features & benefits

Not using Papyrs yet? Give it a try — free trial!
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7.3. Team collaboration network

Papyrs is a great way to collaborate with others online. You can create pages for different projects, assignments or whatever you are working on. You can share pages within a team, or invite others to join via email (for example external contracts, clients, or students). Then, add all the content you need right on the pages: information, images, social media, files, and much more. Discuss progress, questions and comments directly on the page. Add forms to pages where people can submit feedback, solutions to assignments or requests.

Overview

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7.4. Organization social network

A flexible social intranet

Social networks are great to stay connected with other people. Why not bring some of its benefits directly to your company or organization? You can use Papyrs as a private social network for your team. Keep track of the latest changes, discussions and activity in your team with notifications and the recent activity stream. Each member in the team gets his or her own profile page, where they can share all relevant information inside your team. For example, their availability, status, position, expertise and and responsibilities. Together, all these profile pages form an employee directory for your organization.

Read more about the social features in Papyrs: Employee Portal


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7.5. Hosted company wiki

Using wiki like software to build a knowledge base

A lot of information needs to be shared in teams. Procedures, manuals, handbooks, instructions, news, projects and client information, and much more. It saves a lot of time if every employee or client has direct access to the information they need. It's also important people can quickly add and update new information, so that everyone always has access to an up to date knowledge base. Wiki's are a popular way to build these knowledge bases, linking together many pages with all kinds of information. Unfortunately, it can be hard and expensive to set it up, and to train people how to use it.

How Papyrs is different from a traditional wiki

With Papyrs, we wanted to design something that allows you to share information like a wiki, but without having its users need to learn all kinds of markup languages just to write a simple document. On top of that, an internal company wiki needs more functionality than public pages with text — we wanted to make it easier to add all kinds of other content, such as files, forms or an image gallery. Papyrs is also fully hosted, meaning you can access your information anywhere right from the browser, and there's nothing to download, install, configure or maintain. An overview: See also Why we created Papyrs.
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7.6. Custom online forms

Most companies and organizations need to collect a lot of different information. Time sheets and reimbursement requests from employees, customer feedback and orders from clients, quote proposals from contractors, assignment solutions from students, just to name a few.

With Papyrs, we want to make it really easy to collect and process information online. You can easily build online custom forms with drag & drop -- no programming or codes needed! The forms are put directly on your Papyrs pages, so you can show any other relevant rich content and information alongside your form. The form pages can be kept private in your team for internal use by employees, shared with external people via email, or made public to anyone in the world. All kinds of information can be collected: dates, text, files, numbers, email addresses, and so on. You can use filters and totals to create powerful reports of the collect data. Just some examples: total amount of travel expenses reimbursed this month, customers who rated our service as good, number of hours logged by an employee. As with other activity, notifications can keep you up to date of newly submitted forms and status changes.

Compared with other methods to collect information

Most methods for collecting and processing information aren't very flexible and easy to use. Some popular approaches:

Email: Sending emails back and forth doesn't really scale and is very time consuming.

Spreadsheets: Many companies collect information by sharing Excel files. Unfortunately using Excel as a database doesn't really work well for this purpose: Database software: Database software is too complicated to quickly design forms and reports for your data. Desktop software makes it hard to share and access the data from different locations.

Custom database (applications): Another solution is to hire IT consultants to build a custom database application for you. This is a very expensive option. It's also hard to change the application later on.

With Papyrs, we want to provide you an easy way to add your own simple custom database applications, without the need for any technical knowledge. Just drag & drop your forms, and a database is automatically generated for you in the background. You can create reports, and decide who has access to submit forms and view results. It's like an uncomplicated, collaborative, online replacement for programs like Microsoft Access.

Benefits & Feature overview

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7.7. Workflow management

In Custom online forms we describe how the forms features can be used to collect information online. In cases where the forms are used to collect requests, it can be useful to add a simple workflow. For example, if an employee submits a request for a leave of absence, or a customer fills in an order form, we want to keep track of the status of such requests.

With Papyrs it's possible to add simple workflow options to process requests, by adding a Status field to an online form. The creator of the form can set the initial Status when a new form is submitted (for example Pending). The form administrator is notified when a new request arrives, and he or she can review the request, and change the status accordingly (for example, to Accepted). The person who submitted the request and any other form administrators are then notified of the new status. The creator of the form also decides for which Status the request can be changed by the person who submitted the form. For example, once an order is Confirmed it can no longer be changed, but if it's Rejected because more information is needed, the request can be modified and re-submitted.
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7.8. Intranet CMS

Read more at Online intranet software.
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7.9. Google Apps Intranet

An intranet for G Suite (Google Apps)

Papyrs is the easiest intranet platform for G Suite (formerly, Google Apps). Create an intranet site to bring together, collect and share all your information. You can create rich intranet pages with drag & drop and add all kinds of information, social media widgets, discussions and more. Papyrs also allows you to build custom online forms to collect data and process all kinds of requests.

You can add content from your Google Apps directly to these pages, such as a shared staff calendar or important documents. This makes it easy to combine, organize and share all kinds of content from your domain on rich intranet pages, or to create dashboard overviews. Papyrs can also be used as a bridge between your domain and external clients or users outside your domain, by simply inviting them to collaborate on a page. With social features like activity streams and a people directory, your Papyrs intanet is a great way to centralize communication and add social networking features to your Google Apps for Work domain. A start page for your Google Apps domain!

Below you can find an overview of the various Google Apps integration features.

Google Docs and Google Drive

If you're using Google Apps, you're likely to already have a lot of documents stored on the domain's Google Docs or Google Drive. To organize related documents, or collaborate on some project with colleagues, you can add any of these documents directly to a Papyrs page.

From Papyrs you can browse the documents available to you in Google Documents / Google Drive, and add any of the files you want to a page.

Here's an example of a page about organizing a conference trip, with some related files from the Google Apps domain. Of course it's also possible to upload files directly to Papyrs.

Embed content

Next to adding documents from Google Apps as attachments, you can also directly embed Google Documents onto a Papyrs page. In the example below, we've embedded an interactive chart from a Google Spreadsheet on a Papyrs page. To embed this chart, we just open the spreadsheet in Google Docs, go to the chart, and click Publish chart. We then add a Media/Widget to Papyrs, and copy&paste the code from Publish chart into the Other widgets tab. If we edit the spreadsheet in Google Docs, the chart on the page is automatically updated.

You can read more on embedding documents at Embed Google Docs and Calendars on your intranet.

You can also embed other Google widgets, such as a Google Maps widget.

Google Calendar

To add a Google Calendar to a page, just edit the page, and add the widget under Media/Widget > Google Widgets > Calendar. You'll see a list of Google Calendars accessible to you which you can add. Depending on the layout of your page and the size of the column you place the calendar in, you can get a full interactive calendar, or a list of events.

You can add multiple calendars to one page, and add a calendar to multiple pages. You can also combine them with other Google Apps widgets, to create overview dashboards for example. By sharing the page with people outside your domain, they too can easily view the calendar events. Some example views of the calendar:







Integrated Search

Papyrs offers fast, find-as-you-type search functionality. Simply type in what you're looking for, and Papyrs searches through all pages, comments, filled-out forms, and even inside any attached documents. If you're using Papyrs for Google Apps, Papyrs will also instantly return any documents (which are accessible by you) on your domain's Google Drive/Documents, matching the keywords you're looking for. All your information at your fingertips.



Email notifications

Papyrs can keep you and your colleagues up to date about the latest activity on the intranet by sending out email notifications. You can receive notifications for page updates, new comments, and new form submissions in your Google mail account.

Single Sign On

People in your Google Apps domain can access Papyrs directly from the Google Apps Navigation bar. As Papyrs supports Single Sign On with Google Apps, no additional password is needed: once you're logged on to Google Apps, you can log on to Papyrs with a single click.

From the People Settings screen in Papyrs, you can easily invite everyone in your domain to the intranet. Of course you can also just invite a select group of people, or add/remove people later on. Select the people you want to add, and we'll send them an invitation email, which can contain a custom message/subject to help them get started. People can also join themselves by selecting Papyrs from the menu above. As administrator, you can also set default permissions to restrict new people joining from accessing existing pages and forms in Papyrs.

Staff Directory

You can also use Papyrs as a staff directory for the people in your domain. Everyone invited to Papyrs is shown in the people directory. People can create their own profile pages, so you can easily find back people and view their (contact) details.

Google Analytics

If you're a user of Google Analytics, you can also use it track the usage of your Papyrs intranet. Simply add the Google Analytics ID in the Papyrs settings screen, and you'll be able to view statistics about your internal page views.



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7.10. Modern Intranet

In this document:

Essentials of a modern Intranet

Papyrs is a modern intranet. But what is it that makes an intranet modern? There are many things that come into play but essentially a modern intranet has to be great at least these six things:

  1. The intranet has to put people and interaction first. This means that it must be easy for everybody to contribute and explore the intranet. Papyrs does this with an Activity Stream where people get updates in real time on all changes in the intranet. It's a digital water cooler as well as a notice board. Of course, Papyrs also encourages everybody to make contributions to pages on the intranet. And because Papyrs keeps track of the complete version history of every page you never have to worry about somebody accidentally deleting important content.
  2. The intranet has to be accessible at any time and from any device. This should be obvious, and yet a lot of intranet products are not mobile friendly or are accessible only from behind-the-firewall. This is no good. An intranet should be available all day every day and from any device. This is why Papyrs is safely and securely hosted in the cloud. Papyrs also recognizes when it's being viewed on a mobile device (iPhone, Android, or a tablet) and it will make adjustments to make it easy to browse pages and communicate with your colleagues.
  3. The intranet has to have excellent email integration. It may be the 21st century, but business still revolves around email and this is unlikely to change anytime soon. This is why an intranet has to keep everybody up to date with email notifications. Papyrs goes a step further. With Papyrs you can reply to these email notifications and the replies go right back into Papyrs. This way people can participate in a group conversation right from their email client. Very convenient.
  4. The intranet has to adapt to the organization. And not the other way around! There are many software packages that are perfect if your organization works exactly in the way the software expects it to. But when you deviate from these expectations you have to fight to the system to get anything done. This ruins the entire experience and after some time of frustration one by one everybody in your organization will give up and turn back to their old way of working. A common problem and an unnecessary one. Papyrs encourages organizations to adopt the intranet gradually and organizations don't have to make any big internal changes to get most of the benefits. Does your organization only need a central place to store documents and a wiki? Papyrs can do just that. Does your organization need better internal communication? The Papyrs Activity Stream takes care of that. Does your organization need a central hub to communicate with customers, clients, agents or contractors? No problem, you can use Papyrs for that. Do you need a simple system for internal questionnaires, time keeping, or expense tracking? Done, done and done. Papyrs has a ton of functionality made accessible through an intuitive user interface. You simply take what you need and drop the rest.
  5. The intranet has to support Rich Media. Add photo galleries to your intranet. Localized discussion threads. Link to Google Drive (Docs, Spreadsheets) documents. Add a Google Calendar or Google Map on a page. Papyrs can do all these things and more. These are not the features you need every day, but these are the features that can make your intranet really come alive. Especially for customer facing pages and public pages (extranet) these little touches go a long way!
  6. The intranet has to respect your organization's style. Your logo on every page. Colors that match the colors of your organization. The right fonts and the right visual layout. An intranet shouldn't just work right, it should also look right. With Papyrs Themes you can change the colors and style of Papyrs to match your organization in minutes. And if you want to completely overhaul the look and feel of Papyrs? That's possible too.

These aren't the only things that matter, of course. It's just the beginning. But with Papyrs you have the tools to create an intranet that people will actually like. And you can get started in minutes. So why not sign up for a free trial and see for yourself?

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7.11. Intranet Windows Integration

Papyrs for Microsoft Windows networks

Does your organization already have a Windows network? In that case Papyrs can integrate seamlessly with network you already have in place. Integrating Papyrs with your Windows Network has a number of great benefits: Papyrs integration consists of four parts:
  1. Easily add people from your existing Windows network to Papyrs.
  2. Synchronize contact information on your existing network to Papyrs.
  3. Active Directory Authentication – users can log in to Papyrs with their existing username and password.
  4. Single Sign-On – automatically log on to Papyrs from computers in a Windows Domain, using their Windows username and password.

Papyrs LDAP is compatible with Microsoft Active Directory (AD), Microsoft Azure Active Directory (Azure AD), and Apple Open Directory, and Linux OpenLDAP.

Papyrs LDAP is supported for all Papyrs Large subscription packages and above. For information about how Papyrs LDAP works see the Papyrs LDAP documentation.
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7.12. Employee Portal

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7.13. Client Portal

What is a client portal

Next to sharing internal information with your staff, Papyrs makes it easy to create a portal to share, collect and discuss data with your clients (or contractors, or any other external people). Clients can easily access or upload information online, using a secure link or password. This allows them to access the data in a central place, keep track of new updates, and information can be shared without the limiations of simple emails. Client portals can be useful in many cases, for example:

Using Papyrs' flexible drag&drop editor, you can easily use pages for all these use cases. Just create a new page in your Papyrs account and add the widgets you need, like rich text, file attachments, media widgets, a discussion area or custom forms.

Sharing

There are two options in Papyrs to share pages with clients:

1. Share individual pages with external users

Papyrs allows you to share pages with external users (also called guest users), i.e. people who are not part of your Papyrs intranet site. To share a page with external users, click on Page ▼ » Permissions & Subscribers. Then, fill out their email addresses under Others outside your organization

People who are invited in this way will receive an email with a secure link to access the page. Unlike regular users, they won't be able to log in with a password, so they can only view one page at a time by using the secure link.

2. Invite clients as Limited users to your Papyrs account

If you want to share multiple pages and allow clients to log in with a password to navigate between these pages, you can invite them as users to your Papyrs intranet (in the same you invite other employees to the intranet).

Papyrs supports several user roles: Administrator, Limited User and regular user. You can create limited users for your clients, so that they can only see the pages related them and nothing that links them to other clients. The permission affect everything, including which user profiles people can see and what search results they get. You can also impersonate your clients so you can view Papyrs exactly like they would, so you can be 100% sure no information is leaking from one client to another.

To invite your clients, go to Settings » People » Invite new users. Then, click the More permission settings... link, and select Limited User from the Type of user dropdown. After the client is invited, give them access to the pages you wish to share with them (note that everyone in the Papyrs account has access the homepage).

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7.14. Discussion Board

With Papyrs it's easy to centralize all your company's conversations and improve communication with co-workers or clients. Instead of messy email threads and disorganized notes, all internal communication, Q&A, and discussions come together in one place. You can use the pages in Papyrs as a discussion board / forum with a threaded discussion. All comments are fully indexed, so you'll be able to find back any discussion in a second with find-as-you-type search.

Benefits & Feature overview

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Example of a discussion, together with other content on a page.


Example of ongoing discussions in the Activity Stream
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