Folder Management
PE Front Office allows you to Manage Folders and sub folder for your documents.
- List View of Folders.
- You can Add Folder from Add Folder link.
- From Add Folder popup, select Module from dropdown. Enter Folder name which is mandatory field and provide description for Folder if required and click on Save button.
- If module is not selected from dropdown, folder is created as Default folder i.e. this folder is not display in any module.
- If module is selected from dropdown, and enter folder name and save, then this folder is created for the particular module and displayed in module.
- Module prefix is added before Folder name when module is selected from dropdown i.e. "DP -" for Deal Pipeline and so on.
- Once a folder and sub folder is created it can not be deleted.
- You can rename folder by click on Folder Name.
- Sub Folder column, View link you can check list of Sub folders added in the Folder.
- You can Add new Sub folder by click on Add link.
- You can Edit Sub folder by click on Edit link, select sub folder from dropdown and enter new sub folder name click on save button, Enter sub folder should rename sub folder selected from dropdown.
- Special characters like "-,@" etc. can not be allowed in Folder Sub folder name.
- System can not allowed to add duplicate Folder and Sub Folder.
