Fix a problem
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
From Dashboard or another app page, open User menu > Support Chat if the steps below do not fix the problem.
Recover without repeating work
Section titled “Recover without repeating work”- 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.
- For a page error, click Retry or Open full page when offered. At an unsaved-changes prompt, choose Cancel to keep editing.
- 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.
For an expired participant link, ask the sender for a replacement. For a service error, keep its exact message.
Find missing data or access
Section titled “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. |
Resume Ask AgencyMesh
Section titled “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. |
Find a delivery result
Section titled “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.