Requests
Approve or reject a request item
Review individual request items after a client submits files or notes.
Once a client submits an item, your team can approve or reject it from the request page.
Approve an item
Click Approve on a submitted or rejected item. CrankHQ marks the item as Approved and records the approval time.
Reject an item
Click Reject on a submitted or approved item. The confirmation modal says the item will be marked as needing correction. When confirmed, CrankHQ changes the item to Rejected and emails the request contact if an email address is available.
What the client gets
The rejection email tells the client that your firm reviewed the submission and needs the client to re-upload one item.