Troubleshooting — PBC

Client can't see the request

• Ensure the request status is OPEN (not DRAFT)
• Check the assigned_to_email matches the client's login
• Verify the client portal URL is correct

Client can't upload files

• Maximum file size is 50 MB
• Check supported formats (PDF, Word, Excel, Images, ZIP)
• If virus scan fails, the file may be infected

Request stuck in SUBMITTED status

• An auditor needs to review and accept/return the items
• Check the Findings module for review assignments

Comments not appearing

• Comments appear in real-time — refresh the page
• Check that you're viewing the correct request item

Related

• For Auditors
• For Clients
• FAQ