Troubleshooting
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.
Navigation: Open Forms 145/146 → Forms Dashboard → correct organisation and form list; Documents → relevant tab
How to do it
- Choose the correct organisation and Form 146/145 Part list; reset Find record... and other filters.
- For the applicable Form 146/Part D lists, check Archived as well as Active.
- For files, distinguish shared remittee evidence, this transaction and linked Form 146 evidence; inspect the displayed date periods.
- Check Files → History as Admin when investigating retained merge evidence, then contact support with the known Form/File ID if needed.
What to expect
A record can be located in its actual list/owner/state without recreating it.
Important details
- Documents → Transactions excludes archived forms.
- After a draft's remittee changes, its shared evidence view can change while transaction files remain with the form.