> For the complete documentation index, see [llms.txt](https://docs.corpdev.ai/corpdev.ai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.corpdev.ai/corpdev.ai-docs/troubleshooting-and-support.md).

# Troubleshooting and support

Start with the current workspace, signed-in account and exact error. Those three facts resolve many apparent missing-data problems.

| Problem                                             | What to check                                                                          |
| --------------------------------------------------- | -------------------------------------------------------------------------------------- |
| Workspace is missing                                | The invited email address, accepted invitation and current membership.                 |
| Feature or action is missing                        | Your role, plan and whether the workspace has that capability enabled.                 |
| Documents or companies seem absent                  | Workspace, selected folder/list/board, filters and restricted access.                  |
| Upload finished but the Analyst cannot use the file | Processing state and Upload history, not just transfer completion.                     |
| Analyst appears stuck                               | Existing job status, queue, source access and credits before resubmitting.             |
| Output contains the wrong facts                     | Company identity, source selection, reporting period and cited evidence.               |
| Export fails or looks wrong                         | Save/generation completion, error details, size and the exported file's actual layout. |
| Integration does not return information             | Connected provider account, authorization, granted permissions and capture scope.      |
| Automation did not run                              | Enabled state, trigger, timezone, quiet period, target and run history.                |
| Email did not arrive                                | Recipient and delivery record; generation success alone is not delivery.               |
| API request fails                                   | HTTP status, key scope, expiry, membership and workspace API access.                   |
| Excel data or changes are wrong                     | Linked document, current workbook, selected rows, mapping and history.                 |

## Recover without duplicating work

Before retrying a paid or mutating action, inspect its existing result. A browser timeout does not prove that a job failed to start. Repeating a create, send or import can produce duplicate work.

Use a targeted retry when offered. Fix an invalid source, permission or expired connection first. Keep useful partial results while investigating the remaining error.

If a page fails to load, preserve any unsaved text before reloading. Recheck the workspace after signing in again. If the issue is limited to a particular file or row, use a synthetic example to reproduce it when possible.

## Report a useful issue

Send your CorpDev.Ai representative:

* The feature and workspace affected.
* What you tried, what you expected and what happened.
* The time and timezone.
* The exact error and relevant document, job or run identifier.
* Whether the problem repeats and whether other work still functions.

Include a redacted screenshot if it helps. Do not send passwords, API keys, provider tokens or unrelated customer information. If a confidential file is needed for diagnosis, agree on an appropriate transfer method first.

## Suspected access or sharing issue

Stop the affected sharing or integration flow, revoke an exposed key or link where appropriate, and contact your representative with the relevant identifiers and time. Preserve the evidence needed to investigate. Do not test suspected access problems against another organization's workspace.

For normal setup questions, return to [Getting started](https://docs.corpdev.ai/corpdev.ai-docs/your-first-deliverable), [Workspaces](https://docs.corpdev.ai/corpdev.ai-docs/workspaces-and-roles) or [API access](https://docs.corpdev.ai/corpdev.ai-docs/api-access-and-authentication).