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Client portal

Use secure document drop-off

Let clients upload general files securely without attaching them to a specific request first.

Secure document drop-off is for files a client needs to send outside a specific checklist item. Your firm reviews drop-off uploads before accepting or syncing them.

Request a secure drop-off link

  1. Open the secure document drop-off page.
  2. Enter the client contact email address.
  3. Click Send secure link.

For privacy, the page shows the same confirmation whether or not the email is connected to a client portal. If the email belongs to an active client contact who can receive requests, CrankHQ emails a secure upload link.

Upload through the drop-off page

  1. Open the secure drop-off link from the email.
  2. Choose the Document type.
  3. Optionally add a note.
  4. Drop files into the upload area or click to browse.
  5. Click Upload securely.

Accepted file types and limits

Drop-off accepts PDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX, CSV, and ZIP files. A single upload can include up to 10 files, up to 20 MB each.

What happens next

The upload appears in CrankHQ as Needs review. Your firm can accept or delete it from the client page.