Troubleshoot common problems
Work through the basics before escalating a problem.
Open this guide in the help center →
When to use this. Something in a form, document, or automation is not behaving as expected.
What you’ll need. A sample resource, the approximate time, and the expected result.
Check account and access
Confirm the selected account, membership, resource permissions, and whether the app is enabled. Try the original public link when an embed does not work.
Check the workflow settings
For forms, inspect required and conditional fields and scheduling. For documents, inspect recipient details, expiry, signing order, and access requirements.
Check connected services
Revisit the calendar, mailbox, payment, or CRM connection. Check external account permissions and use available delivery or execution logs.
Send a useful support request
Describe the expected and actual behavior, the app and resource, the approximate time and timezone, and steps to reproduce. Remove tokens, passwords, and customer-sensitive content from screenshots.
How to know it worked
You either resolve the issue or have a clear, non-sensitive support report.