Troubleshooting
The problems people most often hit, what causes them, and the fix.
| Symptom | Likely cause | Fix |
|---|---|---|
| DocFlo is not listed under Agents | Not yet allowed or assigned | Ask your Microsoft 365 administrator to allow and assign DocFlo |
| Asked to sign in every time | Copilot access is off for the workspace, or you were signed out | Ask a workspace owner to turn Copilot access on; sign in again |
| “Which project?” on every question | No default project | Use project ‹name› |
| “Not found or no access” | You are not a member of that project | Ask the project owner to add you |
| A new file is missing from answers | It is still processing | Which files are still processing? |
| A file shows Failed | Unreadable, password protected or too large | Retry the failed files; remove password protection; check the size limit |
| “Still working” | A long question | Get the result after a few seconds |
| The OneDrive link does not work | It was already used or has expired | Ask Connect my OneDrive again |
| An answer cites the wrong document | Near-identical documents in one project | Name the document or folder in the question; tidy the project |
Collecting what support will need
- your work email and the DocFlo workspace,
- the project name,
- the time it happened and your time zone,
- what you asked, and what DocFlo replied.
Still stuck? Contact support.