# Fix a problem

> Recover a page, find missing data, or give support the details they need.

Language: en-US. Product guide: https://agencymesh.com/help/troubleshooting/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10

From [Dashboard](https://app.agencymesh.app/) or another app page, open **User menu > Support Chat** if the steps below do not fix the problem.

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## Recover without repeating work

1. After an unclear send, save, or upload, find the original record before trying again. Ask Accounting to verify an unclear payment, deposit, refund, or void.
2. For a page error, click **Retry** or **Open full page** when offered. At an unsaved-changes prompt, choose **Cancel** to keep editing.
3. For rejected input, fix the named field. Use a start date before or equal to the end and follow the shown range limit. For uploads, use [File sizes](/help/files-dates-and-limits/#verified-upload-limits).

For an expired participant link, ask the sender for a replacement. For a service error, keep its exact message.

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## Find missing data or access

| Item | Guidance |
| --- | --- |
| Wrong Dashboard list | Choose the right **Phone / Office**. A teammate may have finished an item. |
| Missing report record | Match **Office**, dates, and **Status**. Use **Reset** to clear unwanted filters. Leads/To-Do **Office** scope shows the full office list; report Agent shares differ from Dashboard sharing. |
| Access denied | **Sign out** and sign in after access changes. Ask Operations or Administrator to review **Users > Manage > Details**, **Roles**, and **Offices**. Include any IP restriction error. |
| Appearance not saved | Choose the mode again in **User menu > Appearance**. If asked to sign in again, do so, then choose it. |

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## Resume Ask AgencyMesh

| Item | Guidance |
| --- | --- |
| Hidden or interrupted chat | Use **Continue Chat** or **Check response**. Before **Retry question**, send or clear another draft; if restored to the input, click **Send message**. |
| Stop an answer | **Stop response** stops waiting. Closing the panel ends voice; a text answer can continue. |
| Wrong report context | Run the report with the intended filters, then ask again from that page. |
| Writer error | Edit the draft, then **Polish message**. **Stop** keeps the draft. |
| Voice problem | Allow microphone access. Use **Enable sound** or **Reconnect voice** when offered. Read Chat before repeating a request. |

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## Find a delivery result

| Item | Guidance |
| --- | --- |
| Standalone E-Sign | **More actions > View details > Event Log**. Resend is disabled for **Viewed** and **Signed**. |
| Process Workflow | Use **People** and **Activity**, then **Remind** for the participant. |
| Classic Workflow | Use **Audit Timeline**. Finish E-Sign preparation before **Reminder / Send Link**. |
| SMS/MMS | **Messaging > Recently Sent Messages > View** shows errors. Use **Text Messages > Search** for older messages. |

For support, include the page, button, expected and actual result, exact error, office, time, and record reference. Hide passwords, codes, private links, payment details, and unrelated customer data.

## Related guides

- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md)
- [File sizes and dates](https://agencymesh.com/help/files-dates-and-limits.md)
- [Get a two-factor code](https://agencymesh.com/help/security-and-two-factor.md)
- [Ask AgencyMesh for help](https://agencymesh.com/help/agencymesh-ai.md)
- [Change your colors and display mode](https://agencymesh.com/help/appearance.md)
- [Read updates and send announcements](https://agencymesh.com/help/notifications.md)