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Production portal is an optional Firm, Trial, and Enterprise module. An organization admin must enable it under Settings → Modules before editors see the Production portal tab on a case.

1. 1

   Finish review and Apply

   Complete every document you plan to produce. Produced rows accept completed redacted outputs only. Approval requirements and pending detections still block release.

2. 2

   Create the package

   Open the case, choose Production portal, name the package, enter the opposing-counsel email and party label, set a required watermark, expiry, Bates prefix, and Bates start number.

3. 3

   Mark Produced or Withheld

   Select only the documents for this production. Withheld rows require a reason and expose metadata only, never a file or file contents.

4. 4

   Copy the one-time link

   Tokens are shown only at creation. Portal access is viewer-only and can be revoked from the package card.

5. 5

   Recipient acknowledges access terms

   Downloads then unlock. Northdocs records that the link token was used (identity assurance: link token only; email is not verified). Every PDF download is served from frozen approved bytes, stamped with its assigned Bates range and the package watermark.

6. 6

   Review receipts

   Each successful download creates a receipt with intended recipient, identity assurance, time, document, network address, and SHA-256 hash of the delivered stamped PDF. Editors see full detail; viewers see hashes without email or IP.

Validation checklist

• Confirm every produced row is completed.
• Verify Bates ranges are contiguous.
• Inspect the withheld schedule for safe metadata only.
• Open the recipient link, acknowledge access, download one file, then confirm the receipt hash appears.