Skip to content
crank
Start free trial

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

Clients

4 guides

Add a client

Create a client record before sending document requests or accepting secure drop-off uploads.

Import clients from CSV

Use the built-in CSV template to create clients and primary contacts in bulk.

Add and manage client contacts

Add people who can receive and respond to document requests for a client.

Review secure drop-off uploads

Accept, download, delete, or sync files uploaded through secure document drop-off.