When I try to export the workpapers, an uploaded file is not being exported with them. How can this be fixed?
This is due to the file extension being in all upper case.
Report.PDF instead of Report.pdf
This results in the uploaded file not being included in the export of the workpapers.
Unable to see the File extension?
To be able to edit the File extension.
- Click on the View drop-down
- Move the cursor down to show
- Then select 'File name extensions'
In the file manager, select the file.
Then select the rename button and change the .PDF to .pdf at the end of the file
Once completed, reupload the file into Simple Fund 360, and it will now be exported into the workpapers.