Common Issues and Quick Fixes

I cannot upload a document

Check:

1. Folder selected.
2. Required workflow selected (if enforced).
3. Required metadata complete.
4. You have upload permission in that folder.

I cannot approve/reject a task

Check:

1. Task is currently assigned to you.
2. Task is active/current step.
3. Task does not require claim first.
4. Signature prerequisites are complete.

Search returns no results

Check:

1. Remove extra filters and retry.
2. Confirm spelling/identifier.
3. Verify document is not in deleted/expired context only.
4. Wait for indexing on newly uploaded or scanned files.

I do not see expected menu options

Check:

1. Your role and permissions.
2. Tenant feature availability.
3. Whether the module is intentionally gated in current release.

Notifications are missing

Check:

1. Global notification toggles are enabled.
2. Event-level channels are enabled.
3. Email channel is available for your tenant.

Related reading

• Frequently Asked Questions
• User Manual: Help, Support, and Troubleshooting