Troubleshooting¶
When something doesn't work, this page has the most common paths. If none of this resolves it, contact support.
Can't sign in¶
- Check the email — is it spelled right? Is it the email registered in ImmCase, not your personal one?
- Check the password — leading or trailing spaces? (Common copy/paste error.)
- Check the domain — are you at
your-practice.immcase.ca, not somewhere else? - If all good, use Forgot password? and reset.
- If you don't receive the recovery email either: your account may be disabled. Ask your administrator to verify.
I don't see a module¶
- Permissions — your role/profile doesn't have access. Your administrator resolves this.
- Disabled module — the module exists but is hidden. Ask admin if it should be active.
- Old version — refresh the browser (Ctrl+F5). Rare but happens with recent changes.
A field doesn't save¶
- Validation — some fields have rules (format, required, unique). Read the error message.
- Field permission — your role may have that field as read-only. Ask admin.
- Data changed by another user — if two people edit the same record simultaneously, one overwrites the other. Reopen and save.
Email isn't sending¶
- Outbox: is it stuck pending?
- SMTP log (admin): was there a connection, authentication, or invalid-recipient failure?
- Quota: if your practice has a daily SMTP limit and you hit it, subsequent emails queue.
- Temp solution: ask admin to verify SMTP configuration. See SMTP.
Video call doesn't work¶
- Browser permissions: ImmCase needs camera and microphone permission.
- Pop-up blocker: the video call opens in a tab/window — disable blocker for your domain.
- Internet connection: slow Internet means video quality drops or fails. Try audio only.
- Corporate firewall: some offices/networks block Jitsi. Try from another network to confirm.
PDF doesn't generate or looks broken¶
- Unresolved tokens (
{{something}}in the PDF): the data doesn't exist on the record. Fill the field. - Broken format: the template may have invalid CSS. Ask admin to review.
- Blank PDF: browser blocked the download. Allow pop-ups for ImmCase.
Search doesn't find what I know exists¶
- Type at least 2 characters — ImmCase ignores single-letter searches.
- The field is searchable — ask admin. Some fields don't enter global search.
- Permissions — you only find what you're allowed to see.
- Old data not indexed — some mass changes may require reindexing. Ask admin.
A workflow doesn't trigger¶
- Is it active? Settings → Workflows → workflow status.
- Does the condition fire? The trigger filter may exclude your case.
- Recent errors? The workflow's History tab shows failed executions with reason.
Uploaded a file but don't see it¶
- Refresh the applicant/case's Files tab.
- Right folder: did you upload to the applicant's or the case's? The two differ.
- Quota reached: if storage hit quota, ImmCase may have silently rejected. Check with admin.
When to escalate to support¶
If none of the above resolves and your administrator can't either:
- Note what you tried.
- Capture the exact error message (screenshot if possible).
- Note the approximate incident time.
- Contact support. See Support contact.
Where to next¶
- Support contact — how and when to ask external help.