Crank help center / product guides
Find the exact step that keeps the request moving.
Learn how to set up your workspace, manage clients, create document requests, review uploads, reply to questions, and deliver approved files.
Client portal
5 guidesUse the client portal
Understand what clients see when they open a secure request link.
Use secure document drop-off
Let clients upload general files securely without attaching them to a specific request first.
Supported upload file types and limits
See which files clients can upload through request links and secure drop-off.
Leave a note instead of uploading a file
Clients can respond to a request item with a note when they do not have the file yet.
Replace or update a client upload on a request
Explain how the portal upload button behaves after a client has already submitted a file.
Client Portal
4 guidesWhat your client sees on a request page
A client-facing overview of the secure document request page.
When clients can no longer upload to a request
Understand when upload and note actions are hidden from clients.
Client guide: upload a requested file
Instructions clients can follow to upload a file on a request.
Client guide: leave a note on a requested item
Instructions clients can follow when they do not have a requested file.