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User guides

Help and troubleshooting

Through Help you open these user guides. Search for a button name or question, or choose a section.

In brief

  1. Open More, Help.
  2. Search for a button name or question, or choose a section, and follow the steps.
  3. If processing failed, first check the status in My work and the instructions on screen.
  4. When asking a question, mention the exact section and the error message shown, without sharing client content or secrets.

Tasks

Search for a user guide

Options: Search · choose section · open task

  1. Open More, Help.
  2. Search for a button name or question, or choose a section.
  3. Open the task and follow the steps.

Investigate failed processing

Options: Status · error message · usage · ask for help

  1. Find the task in My work and check the status.
  2. Read the specific error message and see whether there is a completed result or a final charge.
  3. Check the source file, access rights and any limit according to the instructions shown.
  4. Ask for help with the section, time and error message; do not include client content or a secret key.

What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.