Edit, complete, cancel, or delete a request

Edit a request

You can edit requests that are not completed or cancelled.

1. Open the request.
2. Click Edit.
3. Update the recipient, statement month, due date, reminder cadence, message, or requested items.
4. Click Save changes.

Complete a request

Use completion when your firm has everything needed for the close or workflow.

1. Open the request.
2. Click Complete.
3. Click Mark complete.

CrankHQ marks the request as completed and sends completion emails to the requestor and client contact when those emails are available and have not already been notified.

Cancel a request

1. Open the request.
2. Click Cancel.
3. Click Cancel request.

Cancelled requests are no longer treated as active. Cancelled request links are blocked by the client portal.

Delete a request

Delete is available for draft and cancelled requests when your role has permission. Use delete only when the request should be removed from the workspace.