Accept secure drop-off uploads

Secure drop-off files appear in the Client uploads section on the client page. They also appear on the general Client uploads page.

What you see

• The upload category, such as Tax documents or Bank statements.
• The contact who uploaded the files.
• The upload date and time.
• Any optional note from the client.
• The uploaded file names.
• A status badge, usually Needs review until accepted.

Accept an upload

1. Open the client page.
2. Find the Client uploads section.
3. Review the file names and download files if needed.
4. Click Accept.

If a default storage destination is configured, CrankHQ queues the accepted files to sync there.