> ## Documentation Index > Fetch the complete documentation index at: https://docs.denari.com/llms.txt > Use this file to discover all available pages before exploring further. # The portal view > The portals list, a single portal page, and the client's-eye preview. Select **Portals** from the product switcher in the top left. There are two firm-side screens, plus a preview of the client's. ## The portals list Every portal your firm has published to, one row per client entity, showing its name and document count. Click a row to open it. The Portals list with one row per client entity, each showing how many documents are published. The list is a live picture of what your firm has actually shared: **only portals with at least one published document appear.** An entity you've never published to isn't listed, and a portal whose documents were all unpublished drops back off. Once your firm has more than ten portals, a **Filter by client entity** box appears above the list, with a count of how many match. If the list is empty you get a **No portals yet** panel pointing back to Documents. ## A portal page One page, one client entity. Spend a minute here before you invite anyone. A client portal page: the invite field under the client entity name, published documents with a note to the client, and the Document requests card below. Three things stack down the page: 1. **The invite field**, directly under the client entity's name. The one step everything else depends on — see [Invite a client](/portals/invite-clients). 2. **Published documents**, each with any note the client sees. The **✕** unpublishes; the download button fetches the file. 3. **Document requests**, what you're waiting on. Each row reads **Open**, **Submitted**, **Received**, or **Sent back**. See [Document requests](/portals/requests). **← All portals** returns to the list. ## See what the client sees Top right of any portal page. Opens the client's exact view — no test login needed. The client portal preview, with a banner reading Preview — this is what your client sees. You're still signed in as staff. A banner across the top reminds you: *Preview — this is what your client sees. You're still signed in as staff.* Everything renders exactly as they'd see it, including your notes and the upload area, but the upload affordances are inert — staff must not upload on a client's behalf. Use it to check a note reads the way you meant before the client reads it. **← Back to portal** returns. The preview shows one client entity. A client invited to several entities sees all of them together on one page with filter chips — the preview can't reproduce that. See [What the client sees](/portals/client-experience). ## Everything you can do here | Action | Where | | - | - | | Invite someone by email | Portal page, top card | | Preview a published document | Click its filename | | Download a published document | The download button on its row | | Unpublish a document | The **✕** on its row | | Ask for a document | **New request** | | Apply a saved checklist | **Templates** | | Review a submission | The `⋯` menu on a request row | | Check the client's view | **See what the client sees** | There's no upload, rename, or attribute editing inside a portal. Everything that changes a document happens in [Documents](/documents/getting-started); the portal only controls whether the client can see it. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.