This page is designed as a quick-reference resource to help users identify straightforward answers and solutions when LinkSquares Technical Support is unavailable.
General Platform
| GENERAL PLATFORM | |
| Question | Solution |
| Logged in through SSO and received the error: AADSTS50105: Your Administrator has confirmed the application to block users unless they are specifically granted access to the application |
The email address associated with the LinkSquares user profile has not been added to the LinkSquares Group in Azure/Entra. Reach out the SSO Administrator and confirm your email has been added to the group |
| As a Non-Administrator role how do I know my login or Role/Permissions | The account Administrator can provide this information |
| How do I know if there are operational issues with LinkSquares | Check out our status page: https://linksquares.statuspage.io/ |
| Where can I find SOC2 and security reports | https://go.linksquares.com/security-soc |
| What if I need detailed reports, process built out, or extensive maintenance of my account,who can help me | Reach out to your CSM and Account Manager, this might be a good opportunity to explore Professional Services |
| What are Technical Support hours of operation |
Standard hours are 8:30am - 6:00pm ET Monday - Friday, excluding Company observed holidays |
| The user is receiving an 'access denied' error |
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| I receiving an error when previewing an agreement. I cannot preview |
Check your browser settings first, ensure that 'Open PDF's' is enabled Chrome: Edge: |
| How do I find more information about SCIM | Reach out to your CSM, AM or Technical Support |
| I opened LinkSquares and my screen is white/blank |
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| I need more licenses, what's next? | Contact your Customer Sucess Manager or Account Manager, they will be able to provide next steps |
| I cannot see the full page, items are cut off, missing | Ensure your screen is not zoomed in past 100%. Ideally 90% To see what percentage of your screen is zoomed, check your Browsers settings. They most likely can be found in the upper right corner of the screen to the right of the URL bar |
| I am interested in seeing a demo of LinkSquares, whats next? | Submit a form to request a demo, HERE |
| Can LinkSquares change languages within the platform | No. The platform is in English. If you require your foriegn language agreements to be translated, please reach out to your Account Manager for further service information. |
| How can I increase licenses, storage or add additional features? | Contact your Account Manager, if you are not clear on who that might be, reach out to support@linksquares.com |
| To submit Feature Requests | Reach out to your CSM or Support and they can raise awareness internally |
| Where can I find upcoming trainings and webinars | Check out upcoming webinars and training in LinkSquares Academy |
Analyze
| ANALYZE | |
| Question | Solution |
| I uploaded agreements, how do I know if they have been uploaded? |
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| How can I obtain a duplicate agreement report? | Reach out to LinkSquares Support to complete the report generation |
Finalize
| FINALIZE | |
| Question | Solution |
| How do I find more information about the Google integration | Reach out to your CSM, AM or Technical Support |
| An agreement was moved to Fully Signed too soon, how can I place back in a previous status | A Finalize Administrator an place an agreement back in any status when needed |
| When I create an Agreement it goes directly to Ready for Signature, why? | Upon agreement creation, if there are no tasks or approvals applied to the agreement, it will start in the Ready for Signature Status. |
| How can I restore an accidental deleted agreement? | LinkSquares Technical Support can restore for you. The deletion must of happened within 14 of the team viewing the request to restore. Contact Support |
| Why am I receiving an Agreement Creation error? |
Agreement creation errors can happen for many reasons.
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Salesforce Analyze
| SALESFORCE: ANALYZE | |
| Question | Solution |
| How can I tell if the agreement was ingested via AutoPull or DropZone? | On the Analyze agreement page under the Menu on the left-hand side of page: Info Dropzone = Salesforce API Sync Salesforce Query Sync = Auto Pull SOQL Query |
| DropZone error: Error message: {“status”:500,”error”,”Internal Server Error”} | Confirm with Support that the correct API key is being used |
| What is the difference between SFDC LinkSquares Object ID and SFDC Object ID |
SFDC LinkSquares Object ID is applied when an agreement is synced over TO Salesforce from Analyze using the feature Auto-Push It is the ID of the LinkSquares_Agreement__c record in Salesforce SFDC Object ID is applied when an agreement is synced FROM Salesforce to Analyze using the feature Auto-Pull or Dropzone This ID is the parent record ID in Salesforce |
| Why hasn't the agreement synced over to Salesforce |
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| How can I find out the latest version of Salesforce Analyze How do I know when there are updates? |
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Salesforce Finalize
| SALESFORCE FINALIZE | |
| Question | Solution |
| Error: String Length exceeds maximum: 60000000 |
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| Finalize API Error: invalid user credentials | Ensure the user has its 18 digit SFID applied to their LinkSquares user profile |
| Finalize API Error: Invalid company's credentials | The Organization ID and/or the API key do not match between what is in LinkSquares and the Finalize settings page in Salesforce |
| Error: Length should be greater than 1 and less than 80chars | The length of the field trying to be saved exceeds 80 characters |
| Why cant I use the address field to map the full address in a template | Geolocation and Address fields are compound fields. Compound fields are read-only |
| Token is not pulling in the expected data when in a MS Word Content Container | Content Control is not supported |
| Can the Finalize web-app sync over to Finalize Salesforce | No. The sync is one-direction Salesforce Finalize -> Finalize Web-app |
| Can I have a sandbox and production account linked to my LinkSquares account | No. Each instance will need their own LinkSquares account |
| How can I find out the latest version of Salesforce Finalize How do I know if there are updates? |
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| How do I create a Salesforce Report? | Learn about creating a Salesforce Finalize reporting: HERE |
Adobe Sign E-Signature
| ADOBE SIGN | |
| Question | Solution |
| I send out for signature and it brings me to the Adobe home screen |
LinkSquares integrates with the following Adobe Sign platforms:
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Finalize API
| FINALIZE API | |
| Function | More information |
| Draft or request agreements from other systems while ensuring legal teams will be able to receive and work on these requests from Finalize. | Finalize API Tech Overview |
| View agreement status and version updates from other systems as legal teams work on agreements within Finalize | |
| Create agreements and requests by sending documents and data from third-party systems. | |
| Upload attachments to existing agreements. | |
| Download agreement versions and attachments. | |
| View the current status of any agreement. | |
| Retrieve information about and approve tasks | |
| Sample Use Cases | More information |
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Create Agreements/Request Forms
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Finalize API Sample Use Cases |
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Retrieve Agreements
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| Download agreement version/attachments | |
| Upload attachment to existing agreement | |
| Update agreement status | |
| Update agreement details | |
| Upload new agreement version | |
| Reporting on status of agreement | |
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Retrieving/approving tasks
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| Add activity comment | |
| The more information linked article contains endpoint URLs for the listed actions | |
Analyze API
| Analyze API | |
| Sample Use Cases | More Information |
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Retrieve agreement
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Analyze API Sample Usse Cases |
| Retrieve Parent-Child hierarchy | |
| Create agreement | |
| Add agreement attachment | |
| Retrieve agreement attachment | |
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Update agreement
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| Retrieve file text content | |
| Retrieve agreement process status | |
| Download agreement files | |
| The more information linked article contains endpoint URLs for the listed actions | |