Internal portals — a public page of workflows
An internal portal is a simple, publicly accessible page that displays a list of your workflows as clickable links. No login is required to reach this page. It is useful when you want colleagues or clients to browse and select from a set of workflows without creating an account. You build an internal portal by creating a special workflow that contains only a Kickout Page formatted as a link menu.Create a new workflow
From your Dashboard, click New Workflow and give it a name that reflects its purpose — for example, “Client Resources” or “Self-Service Documents.”
Add a Kickout Page question
Inside the workflow builder, add a Kickout Page question. This page will be the landing screen users see immediately — no questionnaire questions precede it.
Add your workflow links
In the body of the Kickout Page, add links to your other workflows using standard Markdown link syntax:You can add as many links as you like. You can also embed images, videos, or introductory paragraphs to give the page more context.
Client portals — login-gated, personalized access
A client portal requires the user to sign in before seeing any workflows. Once logged in, each user sees only the specific workflows or bundles you’ve assigned to them. Their answers are saved to their account, so they can return and pick up where they left off.Requiring login on a workflow
Set access to login-required
Change the setting from Anyone with Link to Only Logged-In Users and save. You can optionally further restrict access to:
- Specific email addresses only
- Any email address belonging to a specific domain (e.g., everyone at
@yourclientfirm.com)
When a client clicks a login-required workflow link for the first time, they are taken to your Gavel sign-in page and prompted to create an account. Once they sign in, the workflow appears in their portal.
Assigning workflows to specific users
Admin and Builder users can push specific workflows directly into a user’s portal, rather than relying on the user to discover the link themselves. The assigned user receives an email notification and sees the workflow in the My Workflows section of their dashboard.Open the assign menu
Click the three dots (⋯) next to the workflow name and select Share data entry only version.
Select assignees
In the dialog that opens, choose the users from the dropdown and click Assign Workflow. The selected users are notified by email.
Assigned workflows remain in the user’s portal until you explicitly revoke access — they are not automatically removed after the user completes them.
Access permissions reference
The table below summarizes how the access permission settings work:| Setting | Who can access |
|---|---|
| Anyone with Link (default) | Any person who has the URL — no account required |
| Only Logged-In Users | Any person who creates a Gavel account and signs in |
| Specific email addresses | Only users whose exact email address is on the allow-list |
| Specific email domain | Any user whose email belongs to that domain (e.g., @clientfirm.com) |
Multiple signatures
When a generated document needs signature lines for multiple parties — such as all members of an LLC or all signatories to an agreement — you can automate this using a Repeating Item question.Setting up repeating signature lines
Create a Repeating Item question
In your workflow, add a Repeating Item question for the signatories (e.g., item name:
Members, attribute name: MemberName).Insert the variable in a table in your Word template
In your Word document template, insert the repeating variable inside a table using the Word add-in. Select the item as a repeating item and choose Table as the formatting. Adding a line immediately above the variable in the table creates a signature line above each name.Make the table borders clear (no borders) so that the final document shows only the underline and the name — not a visible grid.
Two signatories side by side
If you want signatures to appear in two columns (odd entries on the left, even entries on the right), Gavel supports a special two-column table syntax in the Word add-in. UseItemName for the Repeating Item name and ItemAttributeName for the attribute name inside that item.