Client Portal
Client guide: leave a note on a requested item
Instructions clients can follow when they do not have a requested file.
When to leave a note
Use a note when you cannot upload the requested document yet or when you need to explain something about the item.
Add a note
- Open the secure request link.
- Find the requested item.
- Select Add note.
- Type your note in the note box.
- Select Save note.
Example
The note box shows this example: “I don’t have this statement yet, but I requested it from the bank.”
Important note
CrankHQ requires either a file or a note before submitting an item. Notes can be up to 5,000 characters.