Requests
Create a document request
Create a checklist for the documents, answers, and confirmations you need from a client.
A document request starts as a draft. You can review it, edit it, preview the portal, and then send it to the selected client contact.
Steps
- Go to Requests.
- Click New request.
- Choose an active client. You can search clients in the client selector.
- Optionally choose an active template. If the template has checklist items, CrankHQ fills the requested items from the template.
- Choose the Statement month.
- Choose the Due date.
- Choose the Reminder cadence.
- Enter a title and message, or leave them blank to use the default monthly close wording.
- Choose a request recipient from the eligible contacts.
- Add the requested items. Keep each item short and specific.
- Click Create request.
Recipient requirements
The request recipient list only shows contacts for that client who are allowed to receive document requests. If the selected client has no eligible contacts, add or edit a contact first.
Default title and message
If you leave the title blank, CrankHQ uses the statement month to create a title such as “May 2026 monthly close.” If you leave the message blank, CrankHQ creates a short default message for that statement month.
What happens next
The request is created as a draft. Draft requests are not active for the client until you send them.