Most issues come down to one of a handful of causes, a permission scope, a missing required field, or an unconfirmed extraction. Here are the fastest fixes for the problems we hear about most.
I'm not getting notifications
Check Notification preferences in your profile to confirm the channels you expect are enabled, and make sure you are actually assigned to the file or its tasks, notifications follow assignment. If email reminders specifically are missing, confirm your work email is verified and whitelist the YayTrack sending domain with your IT team.
A document won't send for signature
Sending requires every recipient to have an email on file and every signature field to be assigned. If Send is greyed out, open the document and look for an unassigned field or a recipient missing an address. A document still in a draft version must be finalized before it can be sent.
The status selector won't advance
A stage like Clear to Close stays locked until its prerequisites are met, every contingency cleared and required documents satisfied. The selector lists the blocking items inline; resolve them and the option unlocks. The same pattern applies to any gated stage on your board.