DocumentLane Docs
For your team

Adding and managing clients

Create clients, assign a checklist and follow their progress.

Add a client

  1. 1Open Clients and click Add client.
  2. 2Fill in the company name, contact person and email.
  3. 3Pick an industry. Templates for that industry are shown first, and the recommended one is pre-selected.
  4. 4Choose Custom Template if you want to build the list from scratch for this client.
  5. 5Save. The client gets their own portal link.
Add client form with template selection

Status and stage update themselves

You don't need to move clients along by hand. DocumentLane updates them as things happen:

  • First portal visit → Pending Registration / Active
  • First document uploaded → In Progress
  • All required documents submitted → Awaiting Review
  • All required documents approved → Complete
  • A rejection or an expired document → back to In Progress
Client list with status and progress

Plan limits

Free includes 3 active clients, Basic 20, Professional 50 and Enterprise unlimited.

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Still stuck? Email hello@documentlane.com.