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      Troubleshooting Issues Creating, Editing, or Opening Liveforms

      If you’re experiencing issues while creating, editing, or opening LiveForms, there may be several causes, from file compatibility problems to session timeouts or browser-related limitations. This guide will walk you through the most common scenarios

      🔧 How to Fix: Errors When Working on an Invite or LiveForm (e.g., “Token mismatch”)

      If you encounter an error such as:

      “Token mismatch. Please provide a valid CSRF token”
      —or any other unexpected issue while opening or editing an Invite or LiveForm—

      These errors are typically caused by an expired session or when the page has been idle for too long. Follow the steps below to resolve the issue:

      💾 Save Your Progress Often

      When creating or editing a LiveForm, we recommend saving your work frequently. Sessions may expire if the page is left idle for too long, which can result in the loss of unsaved changes.

      ✅ Steps to Resolve Token or Session Errors

      1. Refresh the Page
        Try refreshing your browser and continue editing the Invite or LiveForm.

      2. Log Out and Back In
        If refreshing doesn’t help, log out of your account and then log back in.

      3. Check Browser Settings
        Ensure your browser has cookies and JavaScript enabled, as they are required for secure  Invite and Liveform submissions.

      4. Clear Cache and Cookies
        Clearing your browser's cache and cookies can resolve many loading issues. Follow the guide for your browser:

      🛠️ How to Fix: Problems Opening a Live Form or Missing Prefilled Fields

      If you or your client are having trouble opening a Live Form, or if prefilled fields are missing after signing, here are the most common causes and how to fix them.

      ⚠️ Unsupported File Types and Features

      Live Forms do not support:

      • Prefilled forms (fields may not load correctly)

      • Encrypted or password-protected files

      If you're using one of these, convert it to a plain PDF first.
      📘 Guide: How to Prepare a File for a Live Form

      📄 Supported File Formats

      You can use a variety of file types to create a Live Form, including:

      • Word documents (.docx)

      • Spreadsheets (.xlsx)

      • Images (.jpg, .png)

      • PDFs

      ✅ Best Practice: Use PDF format for the best layout consistency.

      🖋️ Layout or Font Issues?

      If you see issues like inconsistent font sizes, spacing, or object positioning in the completed Live Form, we recommend converting your file to a PDF and rebuilding the form from that version.

      🧾 How to Convert to PDF (Print to PDF Method)

      To create a PDF from any printable document, follow these steps:

      1. Open the document:
        Open your file in its original program (e.g., Word, Excel, browser).

      2. Initiate printing:
        Go to File > Print or click the printer icon.

      3. Select a PDF printer:
        Choose "Microsoft Print to PDF," "Adobe PDF," or a similar option from the printer list.

      4. Customize settings (optional):
        Adjust paper size, orientation, and other settings as needed.

      5. Save the PDF:
        Click Print, then choose a name and save location for your PDF file.

      Once you've saved the file as a PDF, use it to rebuild your Live Form.

      🧹 Still Not Opening? Try Clearing Cache & Cookies

      If the LiveForm is not opening at all, clearing cache and cookies often helps. Use the appropriate guide for your browser above.

      ❓Need More Help?

      Still stuck? Reach out to our support team — we’re happy to help troubleshoot further!