What clients can see

• Documents sent to them: completed and in-progress envelopes.

• Proposals delivered to them, including accept/decline buttons if still open.

• Invoices billed to them, with status (Open, Paid, Past Due, Void).

• Links to pay open invoices via the Stripe-hosted portal.

• Final signed PDFs of completed envelopes (downloadable).

What clients cannot see

• Vault contents: Authoritative Copies, audit logs, vaulted artifacts are never exposed.

• Other clients' data: the token is scoped to one client.

• Internal notes, team assignments, tags, or any field marked internal.

• Pricing library, templates, or any organization-wide configuration.

• Other team members or organization users.

Note: The portal uses a strict allow-list approach. New data added to Loyva is hidden from the portal by default until we explicitly choose to expose it.

Branding

The portal carries your organization's logo and primary color from Settings → Organization Branding. Clients never see Loyva branding in the body of the portal.