Before you begin
A connection problem may come from authorisation, destination access or the provider.
Recommended workflow
Review the configured account and any visible error. Use the integration’s supported reconnect process when authorisation has expired.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Keep the original documents until a move or copy has been verified.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team