DocumentLane Docs
Getting started

Quick start: your first client in 10 minutes

Set up your workspace, create a checklist and send your first portal link.

Steps

  1. 1Sign in and open Settings. Add your company name, country and industry.
  2. 2Go to Templates and create a checklist, or start from a recommended one for your industry. Publish it.
  3. 3Go to Clients → Add client. Enter the company name and contact email, then choose your template.
  4. 4Copy the portal link from the client page and send it, or let DocumentLane email it.
  5. 5When documents arrive, open Documents to review them.
Only published templates appear when adding a client. Drafts and archived templates are hidden.
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Still stuck? Email hello@documentlane.com.