> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Portal documents

> What your customers see on the portal's Documents surface — real first-page thumbnails, an in-portal viewer, landing pages for emailed links, and their own uploads.

The portal's **Documents** page is the customer's view of everything shared between you and them: documents your motions and team have shared with the account, and files the customer has uploaded. It's reachable from the "Documents" chip in the portal top bar (which shows a live count).

## What shows up there

* **Documents you shared** — a motion [email play](/motions/email-plays) whose attachment rides as a portal link, a packet applied to the account, or a document shared from the account's Documents section in [Studio](/studio/overview)'s orbit. Rows are attributed — "Shared by Sam" or "Shared by your team" — with the share date.
* **Documents the customer uploaded** — attributed "You uploaded."

Stage-pinned resources are a separate surface: the "Resources" chip in the top bar opens a "Pinned by your team" popover of the documents and links pinned to the current motion stage.

## The index and viewer

Each row shows a **real first-page thumbnail** — for PDFs, Thread renders page one of the actual file (images are downscaled directly); when a file type can't be rendered, a quiet file-type tile stands in. No generic icon grids.

Clicking **Open** slides an in-portal viewer over the list — never a new tab, never a route change. Every open mints a fresh short-lived signed URL, so document access always reflects what's currently shared: revoking a share on your side revokes the customer's access on their next open.

## Landing pages for emailed links

When an email play delivers a document as a portal link, the branded "View document" button in the email carries the customer through their magic link straight to a **per-document landing page**: the file name, who shared it and when, an inline viewer, a download button, and a "← All documents" link back to the index.

Two properties worth knowing:

* **Views are recorded.** When a customer opens a document you shared, the view is logged, so link-mode attachments are trackable in a way file attachments never are.
* **Dead links degrade gracefully.** If a document has been revoked or the link is stale, the customer never hits a broken page — they see "This document is no longer available" with a pointer to the most recent email from your team, which always carries a current link.

## Customer uploads

Customers can upload from the Documents page (**Upload** — PDF, PNG, JPG, TXT, and CSV) or by handing a file to the [concierge chat](/customer-portal/concierge-chat). The page's empty state invites exactly this: "Upload a document to share it with your team."

* Uploads land back on the account on your side, alongside the account's other documents.
* Customers can **Remove** their own uploads — but only their own; documents you shared aren't removable by them.
* There are no folders or renaming on the customer side — the surface is deliberately simple: upload, open, remove.

<Note>
  Files a customer submits inside a [collection flow](/customer-portal/collection) are read for
  data extraction rather than published to this list — the collection's confirmed result is what
  lands on the account.
</Note>
