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How to securely transfer a document

If you need to transfer documents to your Client Manager you can use the "Document transfer" feature found in the "Your Crunch" section of the Crunch app.

To send a document to your Crunch team, simply click the "Upload files" button on the "Document transfer" page and choose the file on your computer via the "Upload" button. 

Crunch will ask you to select a "File category" which best describes the file you are sending. For example, you may be sending over a bank statement .CSV file, in which case you'd select "Bank statements" and then click "Save". If you want to add a second file, you can do so by clicking the "Upload" button again and selecting another from your computer, before saving.

As soon as you save the transfer, your Client Manager will be notified. They will then be able to access your documents and perform the necessary actions, e.g. pass your previous year's accounts on to your accountant.

Last Updated: 11 Jan 2016 04:56PM GMT
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