"This file is not in PDF format" message when bookmarking an uploaded PDF file

"This file is not in PDF format" message when bookmarking an uploaded PDF file

Problem

When bookmarking files uploaded to SMSF Sorted, you may see a message that the file is not in PDF format.


This article will explain why this occurs, and how to rectify it.

Cause

This message will appear if the file being tagged for bookmarking is not in PDF format, however, it will also appear if the file name contains the # symbol. Other symbols such as ! $ % & ^ @ can be used, however, most operating systems will prevent the following characters being used \ / : * ? " < > |

Resolution

You will need to rename the file. 
Currently, this cannot be done within SMSF Sorted, so the file will need to be removed, renamed, then uploaded again

The message displayed in this scenario is being reviewed, and we are looking to include a more informative message in a future release.


    • Related Articles

    • Tagging from the Financial Position & Operating Statement

      Overview This article will take you through the process of searching items from the financial statements that have been imported from your SMSF administration software. Tutorial Video Tagging from the Financial Position & Operating Statement After a ...
    • When I generate my Sorted File, why are certain documents not being included.

      Problem Not all of the tagged documents in the Sorted File are being included when I click the Generate Sorted File button Resolution The tagged documents include files that are not in PDF file format. Prior to the 2.0.1 release, this led to the ...
    • Tagging documents from DMS

      Overview This article looks at how to tag documents from DMS Tutorial Video Clearing the Unsorted Folder After uploading documents to DMS, one of the first tasks often done is to clear the Unsorted Folder. From the Job Dashboard, click on the ...
    • Downloading & Reviewing the Sorted Workpaper File

      Introduction This article will showcase how to download the Sorted Workpaper files with supporting documents all in one single PDF and Zip file which will help to ease the review and storage. The Sorted Workpaper file can now be generated into a ...
    • Protected PDF File Restrictions

      Protected PDF File Restrictions Guide under construction