DocumentLane Finding, archiving and setting deadlines for clients
Search every client, archive the ones you no longer work with, and give new clients an optional onboarding deadline.
Searching clients
The search box on the Clients page looks across every client by name, contact person, email, reference and industry.
Archiving a client
- 1Open the menu on the client's row and choose Archive.
- 2Archived clients are hidden from the list. Turn on Include archived to see them again.
- 3Choose Restore to bring a client back.
Archived clients can't be picked when assigning subcontractors to a project. Projects they were already on keep them.
Onboarding deadline (optional)
When adding or editing a client you can set a date by which they should finish sending documents. Leave it empty if there's no deadline. Dates in the past aren't accepted.
The deadline appears in the client's portal next to their outstanding documents.
Still stuck? Email hello@documentlane.ai.