- onboarding guidance for access and environment setup
- troubleshooting for common issues
- quick answers to common questions
- guidance on how to ask for help when you need it
Start here
Access and environments
Understand sandbox versus production, base URLs, API keys, and how to prepare to go live.
Troubleshooting
Work through common issues such as authentication errors, missing requirements, and stuck submissions.
FAQ
Review common questions about integrations, files, payer responses, and environments.
Support process
Learn what to include when you ask for help and how Collate handles support for active deployments.
Product docs
If you need step-by-step product documentation, start with these guides:Quickstart
Build a first successful sandbox flow from create through submit.
Authorization lifecycle
Understand readiness, submission states, payer responses, and terminal outcomes.
File uploads
Upload, complete, and attach supporting documents to an authorization.
API reference
Review endpoints, authentication, errors, and resource shapes.