Client accounts and invitation codes

Joining with an invitation code

1. 1Open the invitation email and click the link, or go to Client portal on documentlane.ai and enter the code from the email.
2. 2Review who invited you, the documents requested and the expiry date, then click Start onboarding.
3. 3Sign in, or create a client account. After you verify your email, the code is filled in for you.

Working with several companies

One client account can join any number of companies. Use the account switcher to move between them. Each company only sees what you send to them.

Passwords

While you type a new password, the rules are ticked off as you meet them. You can create the account once every rule is met.