Skip to main content

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 the portal type: Buyer/Seller, Agent, or Vendor
  4. Select a transaction contact
  5. Set an expiration period: 7 days, 30 days, 90 days, or never
  6. Click Create

DocJacket generates a unique URL for that recipient. The Portal tab also shows a live preview so you can check the mobile or desktop view before sending.

🖼️
create portal link dialog
Screenshot coming soon

The link opens a branded portal for that recipient. Depending on their access level and the data you've shared, the portal may include:

  • Key dates and transaction status
  • Shared documents with preview and download controls
  • Portal-visible tasks
  • Parties, agents, title, lender, and service providers
  • A live calendar subscription link
  • Print and branded one-page PDF actions

Portal links are different from Disclosure Package links. Use a portal link when someone needs an ongoing transaction view. Use a Disclosure Package when someone needs to review a specific packet of documents and optionally acknowledge receipt.

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
  • Send Portal Links — Select transaction contacts, choose email or SMS delivery where contact details exist, or add a manual email address
  • Copy and paste — Copy the link URL and share it however you prefer (email, text, etc.)
  • Transaction Contacts tab — Use each contact card to create, copy, regenerate, or revoke that contact's portal link

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
  • Reactivate or delete — Restore an expired/revoked link when appropriate, or delete a link you no longer want to keep
  • Preview — Select a link to view the portal in the embedded mobile or desktop preview
🖼️
portal link management showing active links with stats
Screenshot coming soon

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