Getting started

This guide walks you through the full first-time path: signing up, setting up your org, sending one request, and seeing it through to completion. By the end you'll have a real working request you can either keep using or delete.

Head to /signupand create an account with your work email and a password. We'll send a confirmation link — click it to verify your address.

After confirming your email, you'll be prompted to name your organization (the workspace your team and clients see). You can update branding — logo, sender name — later from Branding settings.

From the dashboard, click New request. You'll fill in:

• The client's name and email address
• An optional due date
• The checklist — one row per document you want from them

You can also save the request as a draft and come back to it later. Drafts don't send anything to the client until you actively send them.

When you're ready, click Send to client. CompleteLane emails the client a magic link — a unique URL that opens the portal for this request only. Clients never sign up; the link is the credential.

Your client opens the email, clicks the magic link, and lands on the portal — a simple page with each checklist item and an upload zone. They drag-and-drop or browse to attach files, and can send you a message any time.

Back in your dashboard, the request shows real-time progress — how many items have uploads, how many are still missing. You can approve uploads as they come in, or reject any with a written reason. The request closes automatically when every item is approved.