Troubleshooting

This section focuses on the operational problems that most often block document quality, AI reliability, or intake workflows.

Main guides

Resolve malformed PDFs, OCR quality problems, and layout differences.

Fix retrieval, prompt, or intake workflow issues.

Check the source quality before assuming the tool failed.
Check whether the wrong product surface was used for the workflow.
Check whether permissions, status rules, or routing rules are affecting what you see.
Check whether the process actually needs preprocessing, not just rerunning.

Resolve the most common file conversion, PDF quality, and extraction issues in FlexFiles.

Fix common issues related to AI responses, indexing quality, guest uploads, and workspace file ingestion.

Use FlexFiles PDF conversion and transformation tools effectively.