What the Client portal is and how the recipient of a document uses it

When you share a document (a proposal, a contract, a report...) with someone outside your company, that person doesn't sign into WorkOS — they access a separate site called the Client portal.

How your client signs in

1. They receive a link (by email, from the document itself, or you copy it to them by hand).
2. They enter their email.
3. They receive a single-use code by email (6 digits, valid for 10 minutes) — no password needed.

Once verified, their access stays open for 24 hours for any document they have permission for, without asking for another code. If they get it wrong 5 times, the code is locked and they need to request a new one.

If your client doesn't receive the code, the first thing to check is their spam/promotions folder; if it still doesn't arrive, contact whoever manages your account.

What they can do once inside

• View the document with your own branding (logo and colors).
• Download it with the Download PDF button — always generated in the same format, so it looks the same no matter which device it's opened from.
• Approve or sign it, if the document type requires it — this gets recorded with their name, the date/time and a verification reference.
• If you have legal terms and conditions configured, they'll need to accept them before they can approve or sign.
• If they enter without going straight to a specific document, they first see a Desktop with the documents available to them.

On the WorkOS side (your team)

From a document's detail page you can:

• Click Share with client to send the link by email to the linked contacts, or simply copy the link.
• Click Download PDF yourself, without going through the portal.
• See what status it's in — whether it's already been viewed, approved or signed.

Each document type (configurable) decides whether it requires a signature, approval, both, or neither.