Why did my Upload Fail?
The upload process can fail for a number of reasons, but if the file itself won't upload, here are some steps to take:
Approximately what time was the upload attempted?
- There may have been an issue with our servers, so please try uploading again. If this doesn't work, we suggest logging out and back in and then trying to re-upload.
What browser is being used?
- Typically, Holistiplan works best when accessed through Google Chrome or Firefox, though all browsers are supported. Try using a different browser to see if it allows the upload.
What is the file size of the document?
- If the file size is over 50 MB, our software will not accept it. Please refer to this article for more information on how to condense your file.
- Our software only accepts documents that are in a PDF format. If your file is not a PDF, you will need to convert it into this file type.
Is the file corrupted?
- If you are able to open the file on your computer, try selecting the 'Print' option and in the drop-down select 'Save as a PDF'.
- Printing out a physical copy of the return and rescanning the pages to create a new file may also help.
If none of these options worked for you:
- Please reach out to our support team at support@holistiplan.com. We will be happy to assist in any way we can.
- To help us assess the issue, please attach a screenshot of your console, along with a screenshot of the network tab, accessible via that same page.
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- To view your console:
- "Cmd + Option + J" (on a Mac) or "Ctrl +Shift +J" (on Windows).
- Your console should look as follows:
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- To view your console:
- Additionally, please include screenshots of any error messages you have received, as well as the screenshots from the troubleshooting options listed above.
Please note that emails containing personally identifying information will not be viewed for security purposes.