Product guide
Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
6 answers in this section
Troubleshooting
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Why do Documents buttons say Not active?
Not active means the organisation's document access is disabled. An unactivated storage provider is a separate setup state.
Troubleshooting
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Why does an upload report a file-size verification failure?
Size verification is a post-transfer/provider check, separate from the uploader's 5 MB file-size limit.
Troubleshooting
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Why is Download or Preview disabled for a file?
Readiness, permissions and format/provider preview support control these actions separately.
Troubleshooting
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What should I do when a portal action reports an extension/account problem?
Use the badge's exact connection/account guidance before retrying the action.
Troubleshooting
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What should I do if an action reports insufficient credits?
Identify whether the failed action needs a local form slot or is deducting credits for JSON generation.
Troubleshooting
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Why can I not find a form or its documents?
Check organisation, form Part, filters, record state and document owner before assuming data was lost.