Add and manage client contacts

Contacts are the people connected to a client. A contact must be allowed to receive requests before CrankHQ can send that person a document request email.

Add a contact

1. Go to Clients.
2. Open the client.
3. In the Contacts section, click Add contact.
4. Enter the contact’s name and email address.
5. Optionally enter a phone number.
6. Choose whether to make the person the Primary contact.
7. Leave Receives document requests checked if this person should receive request emails and secure drop-off links.
8. Click Add contact.

Primary contacts

The primary contact is shown first and can be selected automatically when creating a request from the client page.

Receives document requests

Only contacts with Receives document requests enabled appear as eligible request recipients. They are also the contacts who can receive secure document drop-off access links.

Edit or remove a contact

From the client detail page, use Edit to update a contact or Delete to remove one. You can also mark a different contact as primary from the contacts table.