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External case sharing

Magic-link view access for counterparties.

Cases and FOI | 1 min read

How it works

Pending check

Unreviewed suggestions warn before download.

Markings

Watermark, page numbers, exhibit stamp, appendix.

Verify

If flagged text survives, the file stays here.

A magic link is collaboration, not a Bates production. Prefer completed redacted files.

Create a magic-link invite for an external email. Northdocs generates the link only; you send it yourself. Recipients open /share/:token without a full organization seat and can view and download completed redacted documents. External sharing is available on Firm and Enterprise.

Counterparty-safe downloads prefer redacted outputs and hide pending detections. Do not share a working file that still has pending Fast Track decisions.

External sharing is a collaboration link for people you already know. For a Bates-stamped production with a withheld schedule and download receipts, use the Production portal module instead.

Rotate or revoke a link from the case Share tab if the recipient should no longer have access.

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Still need a hand?

Signed-in users can open a support ticket from the app. Email works too.