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Sharing Portal Links

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

There are two transaction-level places to work with portal links:

  • Portal tab — Create links, preview the portal, manage branding, review analytics, send portal-link emails, and manage link details.
  • Contacts tab — Manage each transaction contact's link from their contact card, including create, copy, regenerate, revoke, and send portal-link delivery options.
  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.

You can also create a portal link directly from the transaction Contacts tab. On a contact card, click the portal-link action. DocJacket creates the link, copies it to your clipboard, and marks that contact as having an active portal link.

Create Portal Link drawer

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
  • Portal-visible documents with preview and download controls when downloads are allowed
  • 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
  • Portal tab > Send Portal Links — Select transaction contacts and choose email, text, or both for each one, or add email addresses by hand
  • Contacts tab > Send Portal Links — Select transaction contacts and choose email, text, or both for each one
  • 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

Texts use your organization's SMS setup and safeguards. You don't need to create a link first. For each contact you text, DocJacket sends that contact's client portal link and creates one if they don't have it yet. Agent contacts get the deal's general client link. If a contact's link has been revoked or has expired, or the contact is set to Notify only, DocJacket skips that text and tells you why. To text a contact whose link is turned off, create a new link from their row on the Contacts tab, then send again.

DocJacket does not send portal links when a deal is created. You send them yourself with Send Portal Links on the Portal or Contacts tab, or you put the Client Portal Link smart field, {{portal_link}}, in the email of a Playbook task.

  • {{portal_link}} is the deal's shared Buyer/Seller link. DocJacket creates that link the first time the smart field is used, so you don't have to create it first.
  • A task email that uses it follows the normal delivery rules. With Require review before sending on (the default), the email waits in your Review queue until you approve it. See Email Automation.
  • {{deal_agent_portal_link}} sends your side's agent their own agent portal, where they follow all their deals with you. It is created the first time the smart field is used. It only goes to that agent: an email that also goes to a client or anyone else is stopped. It is empty on a deal with no side set or no agent with an email, and it stays empty if you revoked that agent's link. {{portal_link}} is never the Agent view, because the Agent view shows commissions, the TC fee, and lockbox details.
  • To see whether the recipient opened it, check the Portal tab: each link shows its visit count and last access. Creating a general link also writes "Portal link created" to the Activity Log.

If you have a task such as "Send portal links", keep it as your reminder, or attach an email that uses {{portal_link}} to it.

After you apply a Playbook​

When you apply a Playbook to a deal that has no shared portal link and has a Client contact with an email address, the receipt offers Send your client their portal. It opens the Portal tab's send screen with only the Client contacts ticked, and it sends nothing by itself. You still choose who gets it and click send. The offer isn't shown to read-only seats or while you are impersonating another user.

From the transaction Portal tab, you can see active and inactive links for that transaction 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
  • Send by email — Open a portal-link email composer from the link detail drawer
  • Review access details — See last access time, last IP when available, calendar feed status, and revocation information

Portal link management with active-link stats

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
  • Regenerate a contact's portal link when you need a new URL but want to keep portal access available
  • Revoke a link when access should stop immediately