--- title: Doc Portal Set Up description: The Doc Portal provides a centralized area for contacts to quickly access all Disclosure & Amendment files and selected contract files via secure email link. --- [Skip to content](https://knowledge.spark.re/doc-portal-set-up#main-content) [More support](https://knowledge.spark.re/kb-tickets/new?hsLang=en) ![spark\_re\_logo\_wht](https://knowledge.spark.re/hs-fs/hubfs/spark_re_logo_wht.png?width=150&height=48&name=spark_re_logo_wht.png) Open main navigation Close main navigation - [More support](https://knowledge.spark.re/kb-tickets/new) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.spark.re/?hsLang=en) 2. [Project Settings](https://knowledge.spark.re/project-settings?hsLang=en) 3. [Contracts](https://knowledge.spark.re/project-settings?hsLang=en#contracts) # Doc Portal Set Up ## Doc Portal provides a centralized area for any external contact included on a contract to quickly access all Disclosure & Amendment files along with any additional contract files via secure email link. Note: Each Doc Portal link expires after 48 hours. Your team can manually resend new links if needed or allow link recipients to automatically receive a new one upon request, depending on your settings. During the contract mapping process with your Customer Success Manager, you’ll work to identify any documents aside from the default Purchase & Sale Agreements and Disclosure & Amendments files that you’d like to be visible within the document portal and which types of contract personas should have access to them (buyers, agents, legal, lenders, etc). Once configured, these documents will be securely hosted in the cloud and made accessible to any individual on a Contract upon receiving their document portal link via email. The next step is to create an email template containing a doc portal link. To get started, go to *Menu → Emails → Templates*  and create a new transactional email template by clicking **+ New Template**, selecting *Transactional* from the dropdown list, and clicking **Create.** Alternatively, you can edit an existing transactional template by clicking on it. Add any desired images, text, and other links as appropriate for your project and ensure you add a *Doc Portal Link* section to your template. This will generate a unique and trackable link for each recipient on a contract. You can create multiple templates containing a Doc Portal link for use in different scenarios, such as when sending a Disclosure/Amendment or when sending contract documents for review. To configure the Doc Portal link email your recipients will receive when you send a Disclosure/Amendment, go to *Settings → Contracts* and click the *Legal* tab. You can select a template for any Disclosure/Amendment that has been created in your project by clicking **Edit** next to the desired document. Select the desired template from the dropdown list and click **Save** to save your changes. You can also select a default Doc Portal template. Navigate to *Settings → Contracts* and click the *Documents* tab. Select the desired transactional email template from the dropdown list and click **Save.**   Note: If you choose not to set a default Doc Portal template, link recipients will not be able to auto-request a new link after the original link expires, so your team will need to manually re-send the link if needed. If link recipients should be able to receive a new link without your team's intervention, be sure to set a default Doc Portal template in *Settings → Contracts* *→ Documents Tab*.   ### **Watch the Video Tutorial!**     - [Contacts](https://knowledge.spark.re/contacts?hsLang=en#main-content) - [Contact Management](https://knowledge.spark.re/contacts?hsLang=en#contact-management) - [Interactions](https://knowledge.spark.re/contacts?hsLang=en#interactions) - [Groups](https://knowledge.spark.re/contacts?hsLang=en#groups) - [Inventory](https://knowledge.spark.re/inventory?hsLang=en) - [Contracts](https://knowledge.spark.re/contracts?hsLang=en#main-content) - [Disclosures & Amendments](https://knowledge.spark.re/contracts?hsLang=en#disclosures-amendments) - [Contract Management](https://knowledge.spark.re/contracts?hsLang=en#contract-management) - [Deposits](https://knowledge.spark.re/contracts?hsLang=en#deposits) - [Files](https://knowledge.spark.re/contracts?hsLang=en#files) - [Commissions](https://knowledge.spark.re/contracts?hsLang=en#commissions) - [Conveyancing](https://knowledge.spark.re/conveyancing?hsLang=en#main-content) - [Deposits](https://knowledge.spark.re/conveyancing?hsLang=en#deposits) - [Commissions](https://knowledge.spark.re/conveyancing?hsLang=en#commissions) - [Emails](https://knowledge.spark.re/emails?hsLang=en#main-content) - [Email Templates](https://knowledge.spark.re/emails?hsLang=en#email-templates) - [Email Campaigns](https://knowledge.spark.re/emails?hsLang=en#email-campaigns) - [Contract Emails](https://knowledge.spark.re/emails?hsLang=en#contract-emails) - [Email Sync](https://knowledge.spark.re/emails?hsLang=en#email-sync) - [RSVP](https://knowledge.spark.re/rsvp?hsLang=en) - [Calendar & Events](https://knowledge.spark.re/calendar-events?hsLang=en) - [Parking & Storage](https://knowledge.spark.re/parking-storage?hsLang=en#main-content) - [Parking](https://knowledge.spark.re/parking-storage?hsLang=en#parking) - [Storage](https://knowledge.spark.re/parking-storage?hsLang=en#storage) - [Files](https://knowledge.spark.re/files?hsLang=en) - [Forms](https://knowledge.spark.re/forms?hsLang=en#main-content) - [Registration Forms](https://knowledge.spark.re/forms?hsLang=en#registration-forms) - [Project Questions (Q&A)](https://knowledge.spark.re/forms?hsLang=en#project-questions-qa) - [Request Forms](https://knowledge.spark.re/forms?hsLang=en#request-forms) - [Project Settings](https://knowledge.spark.re/project-settings?hsLang=en#main-content) - [Team](https://knowledge.spark.re/project-settings?hsLang=en#team) - [API](https://knowledge.spark.re/project-settings?hsLang=en#api) - [Contacts](https://knowledge.spark.re/project-settings?hsLang=en#contacts) - [Inventory](https://knowledge.spark.re/project-settings?hsLang=en#inventory) - [Contracts](https://knowledge.spark.re/project-settings?hsLang=en#contracts) - [Conveyancing](https://knowledge.spark.re/project-settings?hsLang=en#conveyancing) - [Communications](https://knowledge.spark.re/project-settings?hsLang=en#communications) - [Analytics](https://knowledge.spark.re/analytics?hsLang=en) - [Integrations](https://knowledge.spark.re/integrations?hsLang=en#main-content) - [Calls & Messages](https://knowledge.spark.re/integrations?hsLang=en#calls-messages) - [Email](https://knowledge.spark.re/integrations?hsLang=en#email) - [Juniper by Spark](https://knowledge.spark.re/juniper-by-spark?hsLang=en#main-content) - [Catalog](https://knowledge.spark.re/juniper-by-spark?hsLang=en#catalog) - [Home Inspection App](https://knowledge.spark.re/juniper-by-spark?hsLang=en#home-inspection-app) - [Integrations](https://knowledge.spark.re/juniper-by-spark?hsLang=en#integrations) - [Users](https://knowledge.spark.re/juniper-by-spark?hsLang=en#users) - [Service Requests](https://knowledge.spark.re/juniper-by-spark?hsLang=en#service-requests) - [Company Settings](https://knowledge.spark.re/company-settings?hsLang=en#main-content) - [Contacts](https://knowledge.spark.re/company-settings?hsLang=en#contacts) - [Brokerages](https://knowledge.spark.re/company-settings?hsLang=en#brokerages) - [Communications](https://knowledge.spark.re/company-settings?hsLang=en#communications) - [Webinars](https://knowledge.spark.re/webinars?hsLang=en#main-content) - [Spark Lunch & Learns](https://knowledge.spark.re/webinars?hsLang=en#spark-lunch-learns) - [Product Webinars](https://knowledge.spark.re/webinars?hsLang=en#product-webinars) - [General](https://knowledge.spark.re/general?hsLang=en#main-content) - [Account Settings](https://knowledge.spark.re/general?hsLang=en#account-settings) - [Beta](https://knowledge.spark.re/beta?hsLang=en#main-content) - [Contact Page](https://knowledge.spark.re/beta?hsLang=en#contact-page) [![\_Mark + Logotype](https://knowledge.spark.re/hs-fs/hubfs/_Mark%20+%20Logotype.png?width=150&height=48&name=_Mark%20+%20Logotype.png "_Mark + Logotype")](https://www.spark.re) [Still need help? 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