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.
Requests
19 guidesCreate a document request
Create a checklist for the documents, answers, and confirmations you need from a client.
Send or resend a request
Email the client a secure request link and activate the client portal.
Track and filter requests
Use the Requests page to find requests, monitor progress, and open the right client follow-up.
Review client submissions
Download, approve, or reject files and notes submitted through a request.
Edit, complete, cancel, or delete a request
Update a request while it is active, then complete or cancel it when appropriate.
Automate recurring client requests
Create recurring requests from a template for multiple clients on a monthly, quarterly, or yearly schedule.
Manage, pause, or run a request automation
Edit an automation, run it immediately, pause future requests, or resolve a client schedule that needs attention.
Customize automated request titles and messages
Personalize recurring requests with client and reporting-period placeholders.
How request links work
Understand the secure request link clients use to upload documents.
How reminders work
Learn when CrankHQ sends reminder emails for open requests.
What each request status means
Understand Draft, Sent, In Progress, Completed, and Cancelled requests.
What each item status means
Understand Missing, Submitted, Approved, and Rejected checklist items.
Required and optional requested items
Know how required and optional checklist items appear to your team.
Approve or reject a request item
Review individual request items after a client submits files or notes.
Download files from a request
Download files uploaded to requested items.
Mark a request complete
Close a request when your firm has what it needs.
Cancel a request
Stop an open request from being treated as active.
Delete a request
Remove a draft or cancelled request from the workspace.
Use Portal preview before sending a request
Review the client-facing request page before or after sending.