Skip to content
English
Go to Paperos.com
  • There are no suggestions because the search field is empty.

Why isn't my document or workflow generating

Quick checks to fix a workflow or document that won't generate.

If a document or workflow won't generate, it's usually because a required task or field is incomplete. Work through these checks in order; most issues resolve at Step 1 or 2. 

Checks: 

  1. Finish every required task: Open the workflow and confirm that no tasks are marked incomplete or pending review. 

  2. Fill all required fields: Empty or invalid fields (dates, share counts, signer emails, etc.) block generation. 

  3. Confirm prerequisites: Some workflows require an earlier step (for example, a cap table or entity record)

  4. Check your plan or permissions: A workflow may be gated by your subscription or your role.

  5. Refresh and retry: Reload the page and re-submit the task 

If it still won't generate, note the workflow name and the task where it stops, then contact support with the workflow name and a screenshot of the issue.

Contact Support Here

Related Articles: 

Why is there an error when trying to submit a task? 

Can I skip or bypass tasks? 

PaperOS is not a law firm, and can only provide self-help services or enable collaboration with third-party service providers at your specific direction. Do not rely on any documents or information from PaperOS without consulting an attorney. PaperOS may partner with or refer clients to licensed attorneys, but such referral does not constitute an attorney-client relationship until the attorney is officially engaged by the client.