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Case Document cannot be Uploaded - Checklist - Transfer IQ®
Case Document cannot be Uploaded - Checklist - Transfer IQ®

What to verify if case documents cannot be uploaded

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 6 months ago

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If you are not able to upload a case document, review this checklist for possible causes.


Checklist


Part 1 - Document specifications

Confirm the document(s) meet the following requirements to be uploaded:

  • Each document cannot have a size of more than 25 MB.

  • You can only attach documents that have the following file extensions: doc, .docx, .htm, .jpg, .mp3, .msg, .pdf, .png, .tif, .txt, .wav, .wma, .xps

  • You can select up to five documents to upload at one time by holding down the Control key while selecting. All the selected documents are uploaded at the same time.


Part 2 - User roles and permissions

A user who has been assigned a Patient Placement Specialist role can attach and view documents.

  1. If you do not have the ability to attach or view documents, check if you are missing this required role.

  2. Review and follow steps outlined in Request Change to User Permissions

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