--- sidebar_label: Portal for Clients sidebar_position: 3 description: DocJacket's client portal — what buyers and sellers see when they open their portal link. No login or app required. --- # Portal for Clients When a buyer or seller opens their portal link, they see a clean, branded overview of their transaction — no login required, no app to download. ## What clients see - **Transaction header** — Address, current status, organization branding, and any banner message you added - **On-track banner** — A reassuring client-facing status message, including the estimated closing date when available - **Key dates** — Important deadlines with progress, completion status, notes, and dates marked TBD, N/A, waived, overdue, pending, or in progress - **Calendar subscription** — A live calendar URL they can copy into Google Calendar, Outlook, or Apple Calendar - **Documents** — Documents marked visible for their portal contact, grouped by category, with preview and download controls only when downloads are allowed - **Summary** — Transaction type, side, contract date, estimated closing date, purchase price, and address details when available - **Tasks** — Tasks marked as portal-visible (things they might need to complete) - **Contacts** — Buyers, sellers, agents, title, lender, and other transaction contacts you choose to expose - **Service providers** — Inspectors, appraisers, and other vendors - **Property details** — Reference fields such as escrow number, MLS number, or APN when present client portal view showing timeline and documents ## Portal actions Clients can use the portal actions to: - Print the portal view - Download a branded one-page PDF summary - Preview PDF and image documents - Download shared documents when downloads are enabled - Copy a live calendar feed for the visible key dates - Switch between properties when the same contact has access to more than one active transaction ## What clients don't see - Internal notes - Your task list (unless you mark specific tasks as portal-visible) - Documents that are hidden from the portal or restricted to a different portal contact - Financial details you haven't shared - Other transactions - Other contacts' portal views - Agent-facing financial/provider detail that is reserved for agent portals - Agent-facing recent activity The portal is read-only for transaction data. Clients can view status, dates, contacts, tasks, and documents, but they can't edit the transaction itself. ## Multiple active properties If the same contact has portal access to more than one active transaction in your organization, DocJacket shows a **Your properties** switcher near the top of the portal. Each property opens its own secure portal link, so the contact can move between active deals without mixing the underlying transaction views.