Help Center
Knowledge Base
Find focused answers when something does not behave as expected.
A client cannot open a revision link
Check the project state and make sure the complete signed URL was shared.
Revision subtasks are missing
Repair older partial revision conversions without creating duplicates.
A file will not upload
Review supported formats, size limits, and workspace storage.
A public form was left open too long
Recover safely from an expired or stale intake form.
Why a record is read-only or missing
Understand archived clients, projects, and work.
Password and invitation help
Reset passwords and troubleshoot workspace invitations.
Trial ended or workspace is read-only
Restore editing access through workspace billing.
How workspace privacy works
Learn how account data, client links, and private files stay isolated.