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There are two ways to share a document with a client:

Client portal

Assign a document to a client so it appears in their portal when you mark it as sent.

Direct link

Share a direct link to the document viewer for clients who already have portal access.

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Share via the client portal

The portal approach gives the client a central place to see all documents you have shared with them. Documents are only visible once their status is sent or later.
1

Assign the document to a client

When creating a new document, select a client from the Client field in the new document dialog.If the document already exists, open it and go to Settings → Client to assign or change the client.
2

Set the document status to Sent

In the document editor or from the document list, change the document status to Sent. This makes it visible to the client in their portal.A document in Draft status is not visible in the portal regardless of whether it is assigned to a client.
3

Invite the client to their portal

If the client has not received a portal invite yet, open the client detail page at Dashboard → Clients → [Client name] and click Send portal invite.The client receives an email with a magic link. On first login they set a password and can then sign in directly on future visits.
The client portal requires a Pro or Agency plan. On the Free plan you can still assign documents to clients for your own organization, but you cannot send portal invites or enable the portal.

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Document status and client visibility

Document status controls what clients can see in the portal and helps you track where each document is in its lifecycle.
StatusVisible to clientMeaning
DraftNoWork in progress, not shared
SentYesShared with the client
OpenYesClient has opened the document
CommentedYesClient has left a comment or suggestion
SignedYesClient has signed (contracts only)
ArchivedYesEngagement closed; document is read-only
Change a document’s status from the document editor or from the status dropdown on the document card in the dashboard.
Use Draft to keep a document private while you are still working on it. Switch to Sent when you are ready for the client to see it.

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Share via a direct link

If you prefer to share a document without requiring the client to log in, you can copy a direct link to the document. The direct link format is: 
https://[your-handle].docsiv.com/client/[client-slug]/d/[documentId]
Copy the link from the document’s share settings and send it to your client by email, chat, or any other channel.
Direct document links still require the client to be signed in to their portal to view the document. The link routes to the portal document viewer at /client/[slug]/d/[docId].

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Track who viewed documents

Use the Analytics section of your dashboard to see when a document was opened and by whom. Document status automatically advances to Open when the client views the document in the portal. Analytics is available on the Pro and Agency plans.

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