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How do I resolve the ECM error I received when trying to attach a document in CORE?
Attachment Size: Ensure that your file is no larger than 20MB.
Browser Cache: If your file is 20MB or less, you will want to clear your browser history and close out of all browser windows prior to logging back into CORE to retry uploading the document.
Network Bottleneck: If you are still seeing the ECM error, it may be because other CORE users are uploading documents. Wait ten (10) minutes and retry the upload. You can also try renaming the file and uploading it again.
How do I delete an attachment from a transaction that is in draft phase?
To delete an attachment from a transaction in draft status, you will want to ensure that the transaction is in edit mode, then click the Attachments button. In the resulting dialog box, locate the attachment you want to delete, click in the checkbox next to the item, and then click the Delete icon on the right-hand side.
What is the purpose of the History Folder in CORE?
Attachment History in CORE will show if an attachment has been deleted within the transaction, along with the User ID of the user who has deleted the attachment, and the date the attachment was deleted.
When I try to attach a document in CORE, I am only seeing the option to download an attachment. How do I resolve this?
You will want to make sure that the transaction you're working on is in edit mode and not already final.
Is there a size limit for attachments in CORE?
CORE can accommodate attachments up to 20MB in size. If your file exceeds 20MB, you can split it into multiple files, and then attach each component separately.
How do I know if a transaction has an attachment included?
You will see a Paper Clip icon in the transaction component line with an attachment count included.
What files may be attached to a CORE transaction?
Typically, attachments are .PDF, .DOCX, and .XLSX files needed to support a financial or security transaction in CORE. .TXT, .JPG, and .PNG file types may also be attached.
You may not attach .EXE, .BAT, .JS, .SQL, .JAR, .XLSM, or .ZIP files to a CORE transaction. These are considered a security risk.
Avoiding file upload errors:
File names should not include any special characters, spaces, or multiple periods. File names that include characters other than alphanumeric can cause the attachment upload to fail. The following are some examples of filenames that may fail:
_file.name.docx
filename(1).docx
file--name.docx
1file name.docx
In each of the above cases, renaming the file to filename.docx remediates the problem.
Excel files that are in a "Protected View" state will often fail to upload. To resolve this, open the file, click the "Enable Edit" button, then save and close the file.
Ensure the file is less than 20MB in size.
What can I do if my PDF will not upload?
Open the document in Firefox, Edge, MS Word, or some other application capable of opening and displaying PDF files.
Save the document as a PDF using the "Print to PDF" feature. The PDF should now upload.
When I create a new version of a Transaction, none of my existing attachments are included. Is this a problem?
No. All your original attachments are still accessible through the historical versions of your transaction. They are never deleted from the attachment repository.
Attachments from older versions of CORE transactions do not need to be re-attached to a new version unless the attachment itself has changed or there is a business need that requires it.
How many attachments can I upload per transaction?
There is no set limit to the number of attachments that may be added to a CORE transaction.
It is strongly recommended that users limit attachments to only those necessary for business purposes.
Attachments should be uploaded five (or less) at one time so as not to degrade general CORE and Info Advantage data activity.
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