In this collection
Support lessons
Practical troubleshooting for uploads, review states, revisions and report output.
A file will not upload
Check the file opens locally, confirm it belongs to the project and retry from a stable connection.
A result looks incomplete
Confirm every current document was included, then identify the missing package or source before regenerating.
A review status is unexpected
Check whether the line was regenerated or its source changed after the reviewer last approved it.
A report total does not match
Compare report settings, excluded sections, tax basis and the reviewed estimate version before issue.
Use this checklist
- Record the project and affected item
- Describe the expected and actual result
- Include the file name or report preset
- Avoid sending sensitive client data unless requested securely