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File Types Allowed in the Document Vault

Maximum File Size

The maximum upload file size is 100 MB.

Supported File Types and Restrictions

The document vault only supports the following file types:

Format	Icon	File Type	Preview
Global		Files shared globally. This icon may appear in the corner of any file type. These files are shared to all clients using Post to All Future Clients.	NA
Spreadsheet		.csv, .xls, .xlsx, .xlm	X
Image		.jpg, .jpeg, .bmp, .png, .tif, .tiff	X
Video		.mov, .mp4, .mpeg4, .wmv, .mp2, .mpeg2, .avi, .mpg, .mpeg
Audio		.mp3, .mpeg3, .wav, .aiff, .aif, .aac, .wma
Document		.pdf	X
Document		.xps	X
Presentation		.ppt, .pptx, .pps	X
Word Processing		.doc, .docx, .docm .rtf	X
Text		.txt	X
Other		Other

Upload Restrictions

For security, neither advisors nor clients are allowed to upload the following common file types, among others, to the document vault:

• .zip

• .html

• .exe

• .rar

• .dll

• .bat

• .asp

• .aspx

• .php

File Name Restrictions

The following characters will cause an error if included in the Document Name or Description:

• /
• \
• *
• ?
• "
• <
• >
• #
• :
• ;
• |

For more information, see Error When Saving Files In The Document Vault.