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Sharing Portal Links

Portal links are how clients and agents access their portal view. Each link is unique, secure, and can be managed individually.

  1. Open a transaction and go to the Portal tab
  2. Click Create Link
  3. Choose who the link is for (select a contact from the transaction)
  4. Set an expiry date (optional — links can be permanent or time-limited)
  5. Customize which documents are visible through this link (optional)
  6. Click Create

DocJacket generates a unique URL that you can share via email.

You can send the portal link by:

  • Email from DocJacket — Click the send button next to the link to compose and send an invitation email right from DocJacket
  • Copy and paste — Copy the link URL and share it however you prefer (email, text, etc.)

From the portal tab, you can see all active links and:

  • View stats — See how many times each link has been viewed
  • Extend — Push back the expiry date
  • Revoke — Immediately disable a link if you need to cut off access

Tips​

  • Create separate links for each party — buyers, sellers, and agents each get their own link with appropriate visibility
  • Set expiration dates for sensitive transactions
  • Check the stats to see if clients have actually viewed the portal — if they haven't, follow up