You uploaded documents, but the Transaction record, the Required here rail on Files, or the Workflow tab didn't populate. Work through these in order — the first two explain most cases.
1. Is processing actually finished?
On the Files tab, each document row carries a status pill. Queued or Processing means extraction is still running — large or scanned files take a few minutes, and the transaction fills in as each document completes. (The upload window shows the same thing as Analyzing.) A spinner is patience, not a problem.
2. Is the anchoring document there?
Different surfaces depend on different documents:
- Deadlines need the purchase agreement — and the latest counter offer, since counters supersede the original terms. Without them there's nothing to derive dates from.
- Transaction record fields come mostly from the contract documents too.
- Checklist items check off only when a document of the matching type is on the transaction — disclosure forms tick the checklist; a contract doesn't. A form bundled inside a packet counts: the row shows the form's code and an in packet tag.
If the contract is missing, upload it and give it a minute.
3. Did anything show "Held — page limit" or "Failed"?
- Held — page limit (in the upload window) — the document exceeded your free first transaction's included pages and is held unprocessed; the Files tab lists it as Failed. Buying a transaction lifts the cap. See Plans and usage.
- Failed — the file didn't process; see Upload problems and try re-uploading.
4. Still wrong?
If processing finished, the right documents are present, and the data is still missing or incorrect — that's on us to look at. Open the account menu under your avatar → Contact support, choose Issue, and name the transaction and the document. Support sees it with your account attached.