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Disclosure Packages

Disclosure Packages help you share a grouped set of transaction documents with the right recipients. Use them when a buyer, seller, agent, or outside party needs a clean packet instead of individual file links.

Disclosure Packages are separate from Client Portal links and document portal visibility. A portal link gives someone an ongoing transaction view. A portal-visible document appears inside that portal view. A disclosure package link gives someone access to a specific document packet, with package-level controls and activity tracking.

Sharing a disclosure package​

  1. Open a transaction
  2. Go to the Documents tab
  3. Select or review the documents that belong in the package
  4. Click Share Disclosure Package
  5. Enter the package name and optional cover message
  6. Choose the documents to include
  7. Set whether recipients can download documents
  8. Set whether acknowledgement is required
  9. Click Share now

DocJacket creates the package, attaches the selected documents, activates the package, and opens the package detail page on the Recipients tab so you can invite viewers. The package is not useful until at least one recipient has a share URL.

Inviting recipients​

Use the Recipients tab to invite each viewer. Enter a display label and, if you want, an email address. DocJacket creates a secure share URL for that recipient.

Copy the share URL when it appears. The raw share URL is shown once after the invite is created, so copy it before dismissing the success card.

From the recipient list you can see whether each recipient is invited, acknowledged, expired, or revoked. You can revoke a recipient's access at any time.

Recipient experience​

Recipients open an anonymous package link. They can:

  • Read the cover message
  • View each document in the package
  • Download documents when downloads are allowed
  • Acknowledge receipt when acknowledgement is required or requested

Acknowledgement records that the recipient received and reviewed the package. It is not an e-signature.

If a package or recipient link expires or is revoked, the recipient sees that the link is no longer active.

Activity reporting​

The Activity tab shows package engagement:

  • Recipient status
  • Access state
  • Last activity
  • Acknowledgement date
  • Per-document opened or downloaded status
  • A chronological activity timeline

If a recipient viewed the package before the package changed, DocJacket flags them as stale so you can notify viewers of the update.

You can also generate a read-only seller activity report from Share with seller. The seller report shows who opened, downloaded, and acknowledged the package, but it does not expose recipient email addresses or document download access. The seller report URL is also shown once after it is created.

Editing and archiving packages​

From the package detail page you can update the package name, cover message, download setting, acknowledgement setting, and expiry. Archiving a package stops recipient links from resolving.

When to use packages​

Use Disclosure Packages for listing disclosures, buyer review packets, broker review, or any group of documents that should travel together.

Tips​

  • Review document visibility before sending, but remember that portal visibility does not control disclosure-package access. The package's document list and recipient links control what package recipients can open.
  • Confirm recipients are correct before sharing sensitive documents.
  • Keep required document lists up to date so missing files are easier to spot before sending a package.