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Unable to Upload Attachment With Acceptable File Format

Overview

LeadMaster has the capability to attach documents in several file formats. (e.g. .pdf, .doc, .xls.) There are restrictions in the file size and naming convention.

PREREQUISITES: File upload privilege, contact your administrator if you get a message saying the file format is not authorized. Almost any file format can be authorized with the exception of files that contain programming language (like Javascript). Files with programming language are restricted for security purposes.

Example

  1. There can be issues uploading a file in a format that is allowed in the workgroup.
  2. For example 5.1.2011.pdf will result in an error, in this example there are too many “.” (periods) in the file.

Solution

Replace all the periods in your file name except for the one preceding “pdf” with something like an “_” or a “-“.

TIP: Review the file naming convention.

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