Contracts & Compliance Troubleshooting

Symptom: Zoho status stays Sent after the client signed

Cause: Status only refreshes on sync — the app does not poll Zoho continuously.

Fix: Open the contract and run syncSignature; a Signed result auto-marks it.

Symptom: Cannot send for e-signature (no template / no signer)

Cause: Sending requires both a signer email on the contract and a chosen Zoho template.

Fix: Fill the signer email, pick the template in the sign dialog, then send.

Symptom: Filing edits are read-only

Cause: Field edits are manager-gated; bulk updates need compliance delete.

Fix: Ask your manager to make the change or grant the role — do not duplicate the filing to work around it.

Symptom: Signed contract still shows pending e-sign metrics

Cause: Manual signatures and external flows never touch Zoho state.

Fix: Use manual Mark Signed so metrics, stages, and the calendar overlay agree.

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