DocumentLane Industries and filtering
How your industry shapes the templates and policies you see.
How it's used
- Your organization's industry, set in Settings, determines workspace labels and pre-filters the checklist and policy lists.
- Construction uses Subcontractors and Requirement sets. Healthcare uses Providers and Credentialing. Manufacturing uses Suppliers. Other industries keep Clients and Templates.
- Invitation, reminder and review emails use the inviting organization's industry terminology. The upload page remains the client portal.
- When adding a client, templates for their industry are shown first and the recommended one is pre-selected.
- You can clear or change the filter at any time.
For construction, create one template per trade risk level (for example, Standard Trades and High-Risk Trades) and use rules for trade-specific items.
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