> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equa.cc/llms.txt
> Use this file to discover all available pages before exploring further.

# Troubleshooting

> Common issues and solutions for the Equa platform

# Troubleshooting

Common issues users encounter when using Equa and how to resolve them.

## Account and Login Issues

<AccordionGroup>
  <Accordion title="I can't log in with my email and password">
    **Possible causes:**

    * Email not verified yet -- check your inbox for the verification email
    * Incorrect password -- use the "Forgot Password" link on the login page
    * Account disabled -- contact your organization administrator

    **Solution:** Try resetting your password via the login page. If the issue persists, request a magic link login instead.
  </Accordion>

  <Accordion title="Google sign-in isn't working">
    **Possible causes:**

    * Pop-up blocker preventing the Google auth window
    * Third-party cookies blocked in your browser
    * Google account email doesn't match your Equa account

    **Solution:** Allow pop-ups for the Equa domain, ensure third-party cookies are enabled, and verify you're signing in with the same email used for your Equa account.
  </Accordion>

  <Accordion title="Magic link email never arrived">
    **Possible causes:**

    * Email went to spam/junk folder
    * Typo in the email address
    * Magic link expired (15-minute window)

    **Solution:** Check your spam folder. Request a new magic link and use it within 15 minutes. Verify the email address is correct.
  </Accordion>

  <Accordion title="I'm seeing 'Email not verified' after logging in">
    **Solution:** Check your email for a verification link. If it expired, log in and request a new verification email from the prompt on screen.
  </Accordion>
</AccordionGroup>

## Organization Issues

<AccordionGroup>
  <Accordion title="I can't create a new organization">
    **Possible causes:**

    * You've reached the organization limit for your subscription tier
    * Your email isn't verified

    **Solution:** Verify your email if not already done. Check your subscription plan limits under **Billing > Subscription**.
  </Accordion>

  <Accordion title="I can't see an organization I was invited to">
    **Possible causes:**

    * Invitation is still pending (check your email for the invite)
    * You registered with a different email than the one invited

    **Solution:** Accept the invitation link from your email. Ensure you're logged in with the same email address that received the invitation.
  </Accordion>

  <Accordion title="Member limit reached">
    **Solution:** Your subscription tier has a maximum member count. Upgrade your plan under **Billing > Subscription** to add more members.
  </Accordion>
</AccordionGroup>

## Cap Table Issues

<AccordionGroup>
  <Accordion title="Share totals don't match expected amounts">
    **Possible causes:**

    * Transfers or conversions may not be reflected yet
    * Vesting schedules may show unvested shares differently

    **Solution:** Review the capital changes log for the organization. Check if there are pending transfers or recent conversions that affect the totals.
  </Accordion>

  <Accordion title="Certificate PDF won't generate">
    **Possible causes:**

    * Missing required fields (shareholder name, security type, shares)
    * Browser blocking the PDF download

    **Solution:** Ensure all required fields are filled. Try allowing pop-ups and downloads for the Equa domain.
  </Accordion>
</AccordionGroup>

## File and Document Issues

<AccordionGroup>
  <Accordion title="File upload fails">
    **Possible causes:**

    * File exceeds the 10MB upload limit
    * Unsupported file type
    * Network timeout

    **Solution:** Reduce the file size to under 10MB. Try a different file format. Check your internet connection and retry.
  </Accordion>

  <Accordion title="I can't access a data room">
    **Solution:** Data room access is controlled per-member by your organization administrator. Contact them to request access.
  </Accordion>
</AccordionGroup>

## Integration Issues

<AccordionGroup>
  <Accordion title="Google Drive sync isn't working">
    **Possible causes:**

    * OAuth token expired -- reconnect your Google Drive
    * Target folder was deleted or moved in Google Drive
    * Sync is disabled in configuration

    **Solution:** Go to **Settings > Google Drive**, disconnect, and reconnect. Verify the target folder exists. Check that sync is enabled.
  </Accordion>

  <Accordion title="Microsoft integration shows 'not enabled'">
    **Solution:** Microsoft integration requires admin configuration. Contact your system administrator to enable it with the correct Azure AD credentials.
  </Accordion>
</AccordionGroup>

## Performance Issues

<AccordionGroup>
  <Accordion title="Pages load slowly">
    **Possible causes:**

    * Large cap table with many shareholders
    * Slow network connection
    * Browser cache needs clearing

    **Solution:** Try clearing your browser cache. For large organizations, use pagination and filters to reduce data loaded. Consider upgrading your internet connection.
  </Accordion>

  <Accordion title="AI assistant (Equanaut) is slow to respond">
    **Solution:** AI responses depend on the complexity of your request and current API load. Simpler queries return faster. If consistently slow, check your network connection.
  </Accordion>
</AccordionGroup>

## Still Need Help?

If your issue isn't listed here:

1. Check the [FAQ](/guides/faq) for common questions
2. Review the specific feature guide for your area (see [User Guides](/guides/index))
3. Contact support through the Equa platform