The collaborator portal

The portal at /portal is where Clients sign in to see cases shared with them. They see only the cases they were added to, only the file categories granted, and any forms exposed for them to fill. Workers stay in the dashboard at /; the two surfaces never redirect into each other.

What you need

• A Client added to at least one case (via the case's Clients panel — send templates do NOT add clients to cases; only the Clients panel does that)

What the portal shows

When a Client signs in, the home page lists every case granted to them. Opening a case shows:

• The case fields their scope allows
• The Files list, filtered to their granted categories
• The Activity timeline, with entries that reference hidden files removed
• A Forms to fill section — form templates exposed to this specific client on this specific case
• Drafts of any in-progress form submissions, auto-saved so they can resume later

That's it. No dashboard, no other workspaces, no other clients' cases.

Forms to fill

Clients do work from the portal by filling forms. You control which forms appear for which client on which case:

1. On the case detail page, open the Clients panel.
2. Expand the client's row and pick Manage forms from the ⋯ menu.
3. Toggle which form templates they can fill.
4. The forms appear in their portal's Forms to fill section on next load.

When the client submits, a form_submission activity entry lands on the case and the values write back to the case fields. The case team is notified via the in-app bell-icon notification — no email goes out for form submissions.

Step by step (signing in as a Client)

1. Receive the portal invite email — Document Blueprint sends it directly via SendGrid when a workspace member adds you as a collaborator on a case. This is a real email, separate from the workspace member's own email account; their Gmail is never involved.
2. Click the link.
3. Sign in with the email that received the invite.
4. The portal home shows every case shared with you.
5. Click a case to open it, or pick a form from Forms to fill to start a submission.

CasePermit application 2026-04-12

Visible categoriespermit, inspection_report

Files2

Forms to fillIntake v2

Drafts1 in-progress

Tips

Related

• Sharing work with clients and team
• Per-case collaborators
• Restricting worker access