DocumentLane Conditional rules
Ask for some documents only when certain conditions are true.
What rules do
Rules let one template handle different situations. For example: ask for a vehicle insurance certificate only if the subcontractor uses company vehicles on site.
Add a rule
- 1Open a template and click Manage rules.
- 2Click Add rule, choose the condition and the requirements it switches on or off.
- 3Or click Build with AI and describe the rule in your own words.
- 4Save, then publish the template.
Still stuck? Email hello@documentlane.ai.