If you're experiencing issues with templates, including creating Liveforms within Templates, the tips below can help resolve common problems
🔧 How to Fix: Errors When Working on an Invite, Template, 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
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Refresh the Page
Try refreshing your browser and continue editing the Invite or LiveForm. -
Log Out and Back In
If refreshing doesn’t help, log out of your account and then log back in. -
Check Browser Settings
Ensure your browser has cookies and JavaScript enabled, as they are required for secure Invite and Liveform submissions. -
Clear Cache and Cookies
Clearing your browser's cache and cookies can resolve many loading issues. Follow the guide for your browser:
Trouble Opening or Modifying a Template
If you're unable to open or modify an existing template, try making a copy of the template to see if the issue persists. This can help identify if the original template is corrupted or restricted.
👉 Learn more about editing, copying, and deleting templates
LiveForms – "Together" Option Not Available
The "Together" option in LiveForms is not available during the Template creation stage because templates don't have contacts assigned yet. This option requires fields to be assigned to specific contacts.
Workaround: Set the LiveForm to Individual during template setup. Then, when creating a new Invite with contacts, you can switch the setting to Together.
Using FileInvite with Third-Party Platforms
If you're connecting FileInvite through a third-party platform like Salesforce, MyCRM, or HubSpot and experiencing issues using multiple templates at once, ensure that each template has a subject.
While the Subject field may be optional in FileInvite, it could be mandatory in the platform you're integrating with.
Missing Shared Templates
Visibility of shared templates depends on:
-
Your user role
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Whether you and the template owner are in the same group
If you’re unable to find a shared template, contact your Master user or a user with the Owner role to confirm that both you and the template owner are part of the same group.
👉 Learn more about user roles and groups
Modifying or Deleting Shared Templates
Note: Only the template owner can modify or delete a template, even if it has been shared with other users.
Workaround: If you need to modify a shared template but aren’t the owner, you can create a copy of the template and make any necessary updates to the copy.