Review secure drop-off uploads

Drop-off uploads appear on the client detail page under Client uploads.

Review an upload

1. Go to Clients.
2. Open the client.
3. Scroll to Client uploads.
4. Review the document type, upload time, contact, note, and files.

Download a file

Click a file name to download it.

Accept an upload

1. Find an upload marked Needs review.
2. Click Accept.

Accepted uploads are marked as accepted. If your workspace has a configured default storage destination, CrankHQ also queues the uploaded files for storage sync.

Delete an upload

1. Find the upload.
2. Click Delete.
3. Confirm the deletion.

Deleting an upload removes the upload and its files. This cannot be undone.

Sync accepted uploads

Click Sync accepted uploads to queue accepted drop-off files for the current default storage destination. If no storage destination is configured, CrankHQ will ask you to connect external storage first.

Retry failed syncs

If a file export fails, click Retry beside the failed export badge.