Team, security and integrations

Invite teammates, require email codes at sign-in and connect your other tools.

Settings

Team: invite admins, managers, reviewers and viewers.
Security: require a 6-digit email code at every sign-in.
Integrations: files are always stored securely in DocumentLane. Optionally copy approved files to Google Drive or Procore, or sync vendor holds with Sage 300.
E-signatures: turn on to let clients sign documents in their portal.