Personal Doc Portal links allow you to securely share contract documents with buyers, agents, legal teams, and lenders
Doc Portal links can either be sent through the Disclosures & Amendments dashboard or on a per-Contract basis, depending on which files you want to send.
Note: Before sending the doc portal link for any disclosure or amendment documents, be sure an email template has been set (see Doc Portal Set Up).
Mass Sending Disclosures & Amendments via Doc Portal Link
To learn more about mass sending Disclosures & Amendments, see Disclosure & Amendments - Statistics & Mass Sending. Once sent, any recipients will receive a personal link within the email template set for that project. When clicked, this link will take them to an authorization page where they’ll need to enter the correct email address before accessing their portal.
Sending the Doc Portal link from a Contract
Doc Portal links can also be sent on a per-Contract basis. Begin by navigating to the desired Contract, where you can send the link from either the Files or Disclosures & Amendments sections. Click the micromenu in either section and select Send Doc Portal Link. Use the toggles to select which contacts should receive a Doc Portal link. If you are sending the link from the Files section, you can also select which documents the recipients will land on when they open their portal. Once you've make the appropriate selections, click Send Now.
You can view the Doc Portal session history for any contract at any point in time by selecting the Portal Session History option available via the Files or Disclosures & Amendments section micromenus. Once clicked, you’ll be able to view each time the portal link has been sent and review the individual email and doc portal events associated with each person who has been sent the link on that Contract. This helps ensure you know the document status of each individual on a contract.
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