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.
01Set up the workspace
02Create and send requests
03Review client responses
04Deliver approved files
Client Uploads
3 guidesClient guide: request a secure drop-off link
How clients request access to the secure document drop-off page.
Client guide: upload files through secure document drop-off
How clients upload general documents outside a specific request.
Review new secure drop-off uploads
What your team sees when clients upload through secure drop-off.
Client uploads
3 guidesAccept secure drop-off uploads
Review files uploaded through secure document drop-off and mark them accepted.
Sync accepted secure drop-off uploads
Send accepted drop-off files to the default storage provider.
Delete a secure drop-off upload
Remove a client drop-off upload and its stored files.