Troubleshooting

Starting your free trial

You can register directly without joining a waitlist. Confirm your email address, then choose Start free trial. No card or paid-plan choice is required to begin the 30-day Single-user trial.

If the confirmation email does not arrive, check junk or spam and use the newest link if you request another email. An optional account-verification notice does not mean your trial is blocked. If you cannot complete signup, contact support.

Login email problems

1. Use the same email address you used to register.
2. If you request more than one login email, use the newest one.
3. Check junk, spam, promotions, and blocked senders.
4. If you lost access to your email, use the account recovery link on the login screen.

A screen looks empty or wrong

1. Refresh the page once.
2. Check that you are signed in as the right person.
3. Use the main navigation to return to Dashboard and open the section again.
4. If a shared section says restricted, the record owner has not shared that section.

Sharing issues

1. Check that the share has not expired.
2. Check max uses if the share can only be opened a limited number of times.
3. If journal entries are missing, check whether journal sharing was enabled.
4. If a recipient cannot see a section, check that it was selected in the share wizard.