Before you start
Start with the name of the screen you are on and the action you want to complete. No sign-in is needed to read public guides.
Follow these steps
- Open Knowledge Base.
- Search a short phrase such as unbilled, expiry or duplicate.
- Open the matching category or article.
- Read prerequisites and troubleshooting before retrying the task.
- Use the related guide or support link if your question remains unresolved.
Check the result
You reach a guide explaining the steps, expected result and limitations. The article contents list lets you jump to a specific question.
If you get stuck
Try a shorter phrase if there are no matches. Search uses text matching, so a different wording may find the relevant article. Clear the query to browse all categories again.
One thing to remember
Public guides cannot inspect your private workspace. A support ticket should include the exact record reference and problem when general instructions are not enough.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.