Troubleshooting

Start by checking your account, selected workspace, and the resource's current state. Then review the message shown by the failed action.

I cannot find a request or task

Email-addressed tasks appear in Personal. Employee and team assignments appear in their organization. Check the account's email, employee status, team membership, and any delegation. A task can also have been canceled, skipped, completed, superseded, or deleted.

An email link does not grant organization access. See Workspaces and navigation.

If you see Page not found, the page may have moved or you may not have access to it. Select Home to return, then check your account and workspace.

Check Features and availability. Employees, teams, delegations, and templates require an organization workspace. Your role, plan, or billing status can hide or disable controls. Select the correct organization and ask an Owner or Admin to check your access.

The app reloads after an update

The app reloads automatically when it detects a new release and reopens the current page. Text you have not saved may be lost.

Submission or task completion fails

Correct highlighted fields and provide every required comment, signature, and attachment. Wait for uploads to finish. Check Usage if the message mentions an allowance.

Refresh the resource before retrying after an API error: another participant or delegate may already have completed it. Check Requests or Tasks to determine whether the original action succeeded before repeating it.

I cannot revise a request

Resubmit is available only for eligible requests without a newer revision and without a successful result. A new revision restarts the workflow; previous decisions remain on the previous revision. See Track and revise requests.

A verification link does not work

The receipt link may have expired, been revoked, or refer to a removed receipt. Ask the receipt manager for a current link. See Receipts and verification.

Check whether email confirmation is required and request a new confirmation or password reset message if needed. Inspect spam and your account address. For MFA, try an unused recovery code; for passkeys, try a registered compatible device or password sign-in.

Review Registration and sign-in, MFA and passkeys, and Notifications.

The workspace is blocked for payment

Open Plans and follow the payment recovery action before the displayed deadline. An organization Owner or Admin must manage organization payments. See Plans and billing.

Deletion is blocked

Read the dependency message. Another record may still reference the employee, team, or workflow entity. Review Retention and deletion before removing related records.

Get help or report a bug

Use the app's Report a bug or Ask question links. Include the steps to reproduce, expected result, actual result, approximate time, and relevant workspace type. If an API error offers Details, review the diagnostic information and include only what is appropriate for the support channel.

Keep passwords, API tokens, recovery codes, verification links, and private documents out of public reports. For account, email, security, or billing problems, contact support.