Fix incomplete steps, missing files and stalled approvals

Find the failing stage before retrying. A viewed page, saved draft or uploaded file can exist without the later completion action succeeding.

A questionnaire cannot continue

Check required fields, expected formats, upload completion and conditional visibility. Reopen the same onboarding link and inspect the saved progress before starting over. Tell support the step title and exact validation message without sharing private answers.

A saved change is not visible

Check whether the flow has pending unpublished changes and which version the client's onboarding uses. In the portal, check account-specific overrides, held milestones and the client's role. Reopening a page cannot publish staged work.

A file is missing or will not preview

Verify the account, folder, access rule, upload result and filename. Try the offered download for formats that do not embed. Check the platform copy and any configured storage-transfer status separately. Do not upload repeated copies until you know whether the first one saved.

A milestone is waiting

Read its configured start/finish approver, required tasks and changes gate. Check whether a reviewer has requested changes and whether the intended milestone was published. A complete task, resolved comment or uploaded revision does not by itself satisfy every approval rule.

An email or integration is uncertain

Inspect the existing run, notification or provider result. Check recipient, trigger, condition, connection and rate-limit/validation errors. Preserve identifiers and avoid duplicate sends, payments or record creation after a timeout.