Create a portal link
![Screenshot: Portal link creation panel showing access type options]
Access types
| Access type | What the client can do |
|---|---|
| View only | Read the document in the browser |
| View and download | Read and download a copy |
| View and comment | Read and leave comments |
| Sign | Read and sign electronically |
| Full access | View, download, comment, and sign |
Resource packs
Bundle multiple documents into one portal link. Set a primary document and attach additional resources. The client sees all items in a single portal session.Link settings
- Expiry date: link stops working after the set date
- Maximum views: link deactivates after the view count is reached
- Revoke: immediately disable an active link
- Reissue: create a new link with the same settings
Activity tracking
The portal hub shows who viewed each document and when. Open Portal activity on the document or client record to review access logs.Share via WhatsApp
From the portal hub, click Share via WhatsApp to send the portal link directly to the client’s phone number.Portal chat
Clients can message your firm from the portal without a Largence account. Portal messages appear in Channels under the portal thread for that client and in the portal conversation view.What the client sees
Clients open links atportal.largence.com. The experience is firm-branded. No Largence account is required.
Clients who receive a portal link do not create a Largence account. Their access is scoped to
exactly what the link permits.
Signatures
E-signing workflows for portal and internal use.
Channels
Portal threads and firm messaging.