Set Up and Embed the Client Portal

• Direct access: The portal link can be shared instantly via email, messenger, or your office.
• Embedding supported: The portal can be embedded directly into your website as an iFrame.
• Clear control: File types, daily limits, portal flows and domains control how clients interact with the portal.
• Portal flow-based: Clients start directly with the portal flow you have selected.

How and Why the Client Portal

The Client Portal is your permanent access point for recurring document requests. Clients need no app and no account of their own.

Option 1: Use the direct portal link from the settings. This is ideal if you want to send access individually per matter.

Option 2: Embed the portal into your law firm's website. This is ideal if clients should initiate uploads independently via your website.

In both variants, branding, file rules and portal flows are centrally maintained in MaraDocs.

Portal Settings and Effects

The most important options can be found under "Document Request → Portal". These settings directly affect the experience for your clients:

• Enable/disable portal

  Only when the portal is enabled can clients use the link or the embedded portal.

• Select portal flows

  These portal flows determine which PDF forms and texts clients see and can trigger when they start.

• Allowed file types

  Controls whether clients may upload images, PDFs, or other file formats.

• Daily limit

  Limits the number of uploads per day and protects against uncontrolled bulk uploads.

• Allowed domains for embedding

  Only domains listed here may load the portal as an iFrame. Without a correct domain entry, embedding will not work.

Embedding on Your Own Website

For embedding, you generate an iFrame snippet in the portal section. Insert this code unchanged into your website.

Quick Guide for WordPress (Raw HTML Block)

1. In MaraDocs, open the "Document Request → Portal" section and copy the embed snippet.
2. In WordPress, open the desired page or post in the block editor.
3. Add a block of type "Custom HTML".
4. Paste the complete MaraDocs snippet into this block.
5. Save/publish the page and test the embedding in the frontend.

Important: In WordPress, make sure to use an HTML block. In a regular text or shortcode block, the iFrame code is often filtered or reformatted.

Example Snippet

The snippet consists of an iframe, an attribution, and a script. Always copy the code in full — this is the only way to ensure proper functionality.

<iframe
  src="https://app.maradocs.io/cu/portal?id=IHRE_PORTAL_ID"
  style="width:100%;border:none;"
  allow="clipboard-write"
  data-maradocs-embed
></iframe>
<p style="margin:14px 0 0;padding:10px 12px;font-size:12px;line-height:1.5;color:#6b7280;text-align:center;font-family:system-ui,-apple-system,BlinkMacSystemFont,&quot;Segoe UI&quot;,Roboto,sans-serif;background:#f9fafb;border-radius:8px;border:1px solid #e5e7eb;">Powered by MaraDocs</p>
<script src="https://app.maradocs.io/scripts/embedding/v1.js" async></script>

Hide Logo and Footer

In the embed snippet, you can optionally use parameters such as "hideLogo" and "hideFooter" to adapt the appearance to your website.

Important: Once you change these options, you must re-insert the updated snippet into your website. The existing embed on your page will not automatically adopt new parameters.

Recommended Process for Design Adjustments

• Set the desired options in MaraDocs (e.g. hideLogo/hideFooter).
• Copy the newly generated snippet in full.
• Replace the existing snippet in WordPress and test again.