Your firm needs to have the Denari Portals component enabled in order to use
it. If you can’t see Portals in the product switcher and have questions,
please contact the Denari or IT admin at your firm.
The two sides
Portals is built on top of Denari Documents. Your library stays the source of truth; a portal is a curated window onto it, and anything a client uploads arrives in your intake queue for review rather than landing in the library directly.
The one thing to understand first
A portal belongs to a client entity, not to a client group. You never create a portal — it is created for you the first time you publish a document to that entity, and it drops off the list when the last document is unpublished. Giving a person access is a separate step: you invite them by email, which grants that address access to that entity’s portal. Publishing a document and inviting a person are two different actions, and you need both before anyone can see anything. Select Portals from the product switcher in the top left to see every portal your firm has published to.
The workflow, end to end
1
Get the document into Documents
Upload it, or let it arrive through intake. See Where documents
land.
2
Set its client entity
On the Attributes tab, set the client entity. This is what decides which
portal the document can reach. See Edit attributes.
3
Publish it
Right-click the document and choose Publish to client. Confirm the
entity, optionally add a note the client will see, and click Publish.
See Publish a document.
4
Invite the client by email
On the portal page, type their email under Invite a client by email and
click Send invite. There are no passwords — the invite creates their
account, and every visit after that emails them a fresh sign-in code. See
Invite a client.
5
Ask for what you need
Click New request to add an item to the client’s Waiting on you
list, or apply a saved checklist. See Document
requests.
6
Review what comes back
An upload flips the request to Submitted and lands in your intake queue.
Accept it with Mark received, or Send back… with a reason.
7
Check what the client sees
See what the client sees on the portal page renders the client’s exact
view. See The portal view.
Learn it next
How portals work
Why portals hang off client entities, and what follows from that.
Invite a client
The one step everything else depends on.
Publish a document
Send a file out, with an optional note.
Document requests
Ask for a document and review what comes back.
Request templates
Save a checklist once, apply it to every client.
What the client sees
The page they land on, end to end.
Multiple portals
Multi-entity clients, and one person across several.
The portal view
The list, the portal page, and the preview.
Track what's published
Find published documents from the library.
Access & permissions
Who can publish, who can see a portal, what’s guarded.