TROUBLESHOOTING · HELP & TROUBLESHOOTING
Help with Ask a question about a guide
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
01
Start with your ask a question about a guide setup
These are checks drawn from this feature's own instructions.
- Open the feature guide you need help with.
- Select Troubleshoot this guide to see checks tied to that subject.
- Review the common causes and safe next steps before submitting a question.
- If you still need assistance, select Need more help? to open the support form with the guide attached.
- Your name and email address for a potential reply
- Whether this is a question, something not working, or a suggestion
02
Common problems in Help & troubleshooting
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
A suggested fix did not resolve the issue
- Reproduce the same problem with non-sensitive test information.
- Record the precise step and any harmless error text.
- Check the related feature guide and its availability status.
Send support the guide title, expected outcome, and what actually happened.
You cannot find the right article
- Search for the feature name or action rather than only the error message.
- Browse related guides in the same topic.
- Check whether the workflow is still pilot or planned.
A question submitted from the guide automatically includes its topic.
03
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Ask a question about a guide as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.