Sign-in and workspace selection
If sign-in succeeds but you land somewhere unexpected, confirm which workspace and host you are using.
- Use your workspace email address.
- After login, select the workspace you intend to operate.
- Portal-only users should use the portal login instead.
Billing checkout
Checkout issues are usually connected to plan selection, Stripe configuration, or workspace subscription state.
- Retry from the pricing page or subscription settings.
- Send support the plan name and the checkout step that failed.
- Never send full payment card details by email.
Workspace setup
Company identity, access, email, payments, portal branding, and security settings affect client-facing workflows.
- Configure company and email settings before sending artifacts.
- Review access roles before inviting team members.
- Check portal settings before inviting clients.
OnloSign documents
OnloSign is document signing. Problems often come from missing signer details, document state, or portal context.
- Confirm the document is sent to the intended signer.
- Check whether the signer used the latest link.
- Include the document route when contacting support.
Portal and chat
Client portal access is separate from workspace access, so start with the client and portal route.
- Confirm the client contact has portal eligibility.
- Check whether the portal session belongs to the intended client.
- Include the portal route and client name in support requests.
Escalate to support
Give support enough detail to reproduce the issue quickly.
- Include the page URL and workspace name.
- Describe the expected and actual result.
- Screenshots help, but never include passwords or secrets.