Most Worksorted issues come down to where an envelope was created from, or to Annature's access to Worksorted having expired. Find your issue below.
A completed envelope isn't in Worksorted
- Was it created from the Worksorted page? Only envelopes created with Create envelope on a client's page under Worksorted sync back. Envelopes sent any other way aren't linked to Worksorted.
- Was it completed? Declined and voided envelopes aren't synced.
- Check the sync status. Open the envelope, click View details on the banner, and if it says Not synced, click Force sync. See What syncs to Worksorted.
The note was deleted in Worksorted
Open the envelope in Annature, click View details and then Force sync to create the note again.
A client isn't in my address book
- Only clients with the type Person are imported. Companies, trusts and SMSFs are only available on the Worksorted page.
- People added in Worksorted after your first import need an email address to be added to your address book.
- Clients marked as Deceased or Archived in Worksorted are removed from your address book.
- Check you've imported your clients. On the Worksorted card, click Configure and look for Data imported.
A client isn't on the Worksorted page
Clients without a name, or marked as Deceased or Archived in Worksorted, aren't shown. Searching shows up to 100 matching clients, so try a more specific name.
The signer has a placeholder email address
The client doesn't have an email address in Worksorted, so the signer was added with [email protected]. Replace it with their real email before sending, and add it in Worksorted for next time.
Everything shows an error
If searching, opening clients and syncing all fail, Annature's access to Worksorted may have expired or been removed, for example if the connected user was removed from Worksorted. Disconnect and reconnect Worksorted. Remember that disconnecting removes your imported contacts, so import them again afterwards.
Still stuck?
Contact us with the envelope ID or the client's name, and we'll take a look.