Troubleshooting common problems
Upload failed, email forwarding stopped working, can't sign in, OCR extracted the wrong fields: the four most common situations and how to fix them yourself.
Four problems come up more often than all the others: an upload that fails, email forwarding that suddenly stops arriving, a sign-in that will not go through, and extraction that put the right numbers in the wrong fields.
Each article below opens with the quickest check for that case and then works through the rarer causes. Most of them you can fix yourself without writing to support.
Upload failed: troubleshooting
Six reasons an upload fails, and the one notice that is not an error.
Email forwarding stopped working
One look at the activity log tells you which of two problems you have.
I can't sign in / password reset
Password, second factor, or both: the way back in for each case.
The OCR extracted the wrong fields
Fix a field, re-scan a document, and what the correction teaches for next time.