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Troubleshooting

Work offline and reconnect safely

Understand saved drafts, pending sync and what to check before retrying.

3 min read Last reviewed

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What to expect offline

The offline workspace supports the workflows and records made available there. It is not a complete offline copy of every page. Open and prepare the available offline workspace while connected, and use a trusted device.

Reconnect and review pending work

  1. Keep the same browser and account while you have pending offline work.
  2. Reconnect and open the offline workspace or sync controls.
  3. Review which items were saved, which remain queued and which need attention.
  4. For a rejected item, correct the stated problem before retrying. An expired subscription or allowance limit can prevent a new record from syncing.
  5. Confirm the final record in the online workspace before discarding a draft or entering it again.

Protect unsaved work

Do not clear browser storage, reinstall the app or switch devices to resolve a sync error while important drafts remain on the original device. Ask your administrator for help and keep a note of the error without copying confidential records into a support chat.

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