Clients
Add a client
Create a client record before sending document requests or accepting secure drop-off uploads.
Clients are the businesses or individuals your firm collects documents from.
Steps
- Go to Clients.
- Click New client.
- Enter the Client name.
- Click Create client.
What happens next
CrankHQ creates the client as Active and opens that client’s detail page.
Important
A client alone is not enough to send a request by email. Add at least one contact and make sure that contact can receive document requests.