---
sidebar_label: Sharing Portal Links
sidebar_position: 5
description: Create, preview, send, regenerate, revoke, and track secure per-contact links to the DocJacket portal.
---

<!-- Canonical: https://help.docjacket.com/docs/client-portal/sharing-portal-links -->
<!-- Source: docs/client-portal/sharing-portal-links.mdx -->

# 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.

## Creating a portal link

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](/img/client-portal/create-portal-link-dialog.png)

## What the link opens

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.

## Sending the link

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 with email addresses, or add manual email addresses, and send portal-link invitations
- **Contacts tab > Send Portal Links** — Select transaction contacts and choose email delivery where contact emails exist, or SMS delivery for contacts that already have an active portal link and phone number
- **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

SMS delivery uses the organization's SMS setup and safeguards. If you want to text a portal link from the transaction **Contacts** tab, create or regenerate that contact's portal link first so the text includes the active URL. Portal chat remains separate from SMS credits.

## Managing links

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](/img/client-portal/portal-link-management.png)

## 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