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My client can't find a specific document or form in their portal even though the other docs show up. What should I check?

troubleshooting · NEW · Granola FAQ mining 2026-06-09

Written by Cohen Nagel

Required documents and intake questions are controlled by your Request Pack, and changes only apply to new clients entering the portal after you Publish, so a client invited earlier may not see a form you added later. Go to Settings > Request Packs > Client Intake, confirm the document or question is checked, and click Publish. If the client was already invited, ask them to refresh their portal, and if the item still doesn't appear you may need to re-share or re-invite so the updated pack applies to them. If a form still won't surface for a client who should see it, send the Levr team the client name and the form so we can check the configuration.

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