EMIS documents failing to attach
How to fix documents failing to attach on accuMail and SMS
Vicky avatar
Written by Vicky
Updated over a week ago

This article is for you if you've tried attaching documents from EMIS and you see an error telling you that the document has failed to attach, like the one on the screenshot below.

Before you start, double check that you've already enabled accurx.com in EMAS manager (you can see how to do that here). Once you've done that, we'll need to reset that integration in EMAS Manager. To do this, follow these steps:

  1. Open EMIS

  2. Go to 'System Tools' then 'EMAS Manager'

  3. Click on Partner API

  4. Select accurx.com from the list

  5. Click deactivate

  6. Click activate

You should now be able to attach documents from EMIS with no problems 🎉

If you still aren't able to attach from EMIS, check whether that's also the case for others in your practice. If no one in your practice can attach, please get in touch with us by clicking on the green icon on the bottom right 👉

If others in your practice can attach, try the steps below.

This is caused by having multiple User Role Profiles in EMIS. The following steps cover how to make changes to ‘User Role Profiles’ to allow users to attach items from the documents section of EMIS to SMS and email.

1. Open EMIS

2. Click Configuration

3. Click Organisation Configuration

Please note: not all EMIS profiles will have access to these settings. If you don’t see these options, please ask your manager to follow these steps on your behalf.

4. Find the user having the issue attaching documents either via search or from the folder view . Double click on the user to open their profile or select user and click Edit User in the top left corner of the screen.

5. Select User Role Profiles from the left hand column

6. Tick the box to make a User Role Profile with an SDS Role Code the default. (As highlighted in the image below). Then click OK to save the change.

If the above steps also haven't solved the problem, get in touch with us by clicking on the green icon on the bottom right 👉

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