How do I troubleshoot document upload issues and understand validation warnings in Plannr?
Plannr users occasionally encounter document upload issues or validation warnings while working with client records. This article explains common problems and provides practical solutions to ensure smooth operations.
Understanding Validation Warnings
During client or contact uploads in Plannr, you may see a warning message during the validation process, but this should not be mistaken for an error.
Validation Warning Meaning: If you encounter a warning message without receiving an accompanying error report, it’s a notification to guide you in case the upload process encounters delays. This is not an error, and no further action is needed if the import completes successfully. Simply check to confirm that your upload has processed fully.
Resolving Stuck File Upload Queues
If your document uploads do not progress and remain stuck with the status "Added to file upload queue," follow these troubleshooting steps:
1. Ensure Proper Folder Selection
When uploading a PDF or other document, always work within a specific folder in the client record: - Navigate to Client record → Work → Documents. - Select a folder and click Upload Files within that folder.
2. Clear Browser Cache and Retry
If uploads still do not progress, clearing your browser cache can resolve the issue: #### For Chrome: 1. Click the three-dot menu in the top-right corner of your browser. 2. Go to Settings → Privacy and security → Clear browsing data. 3. Select the relevant data to clear, then retry the upload. #### For Edge: 1. Click the three-dot menu in the top-right corner of your browser. 2. Navigate to Settings → Privacy, search, and services → Clear browsing data. 3. Select the relevant data to clear, then retry the upload.
3. Address Failed Entries
If a file previously displayed "upload failed," - Remove the failed entry from the upload queue. - Retry uploading the file after completing the above steps.
Following these steps typically resolves upload issues, enabling Plannr to process even small files smoothly.
Conclusion
Most document upload or validation issues in Plannr can be resolved by clearing your browser cache, ensuring that you upload files within the correct folder, and addressing stuck or failed entries in the upload queue. For persistent issues, consult Plannr support for additional guidance.