You only need three things to start: your employees, the requirements they need to keep current, and the documents that prove it.
- Run Quick setup (in the menu at the top right). Pick your type of business and DueLantern adds the usual requirements for you.
- Add your employees on the Employees page, or import them from a spreadsheet.
- Upload documents you already have. The AI reads each expiration date and you confirm it.
- For anything you don’t have yet, click “Request documents” on the Requirements page. Each employee gets an email with a private upload link.
Tip: Short on time? Email us photos or PDFs of your team’s documents and we’ll set everything up for you, free during your trial.