If you can’t see your documents after logging in, it may be due to using the wrong version of QuicklySign or being in the wrong workspace. Ensuring you are in the correct version and workspace allows you to access all relevant documents without confusion.
Instructions
Check QuicklySign version
• Confirm which version you are using:
–https://financial.quicklysign.comfor QuicklySign Financial (Popular)
–https://app.quicklysign.comfor Regular QuicklySign
• QuicklySign Enterprise users can ignore this step.Verify your workspace
• Look at the top right of your screen next to your name or in bold above the Documents/Templates section to see your current workspace.
• Click on the workspace selector and switch to the correct workspace if needed.
Visual - Missing documents (Switching workspaces)
Broaden your search
• If you are in the correct workspace but still cannot find documents, use the Document Search Cheat Sheet.
• Optionally, select “Search all workspaces” to include documents from multiple workspaces in your results.
Visual - Search Across Workspaces (Missing Documents)
Expected Outcome
After checking the version and workspace(s), and using the search tools, all relevant documents should be visible and accessible. You can now locate documents quickly without needing to switch accounts or repeatedly search within the wrong workspace.
FAQs
What if I still don’t see my documents after switching workspaces?
Try using “Search all workspaces” or refer to the advanced search options in the Document Search Cheat Sheet to locate your documents.
Can I be in multiple workspaces at once?
No. You can only view one workspace at a time but can search across all workspaces if necessary. Tags will appear in-line with your documents letting you know where exactly the missing documents are.
I registered a new account to get back in. Could this cause missing documents?
Yes. Creating a new account may place you in a different QuicklySign version - check that you are on the correct version of QuicklySign: Financial (Popular) or Regular.
Also ensure you log in using the original account credentials.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]