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Documents

Documents are the files you save in PE Front Office. You can either upload files directly or provide an external link to download the file again. Files can be classified by grouping them under different folders.

Manage Documents

You can perform different operations on records in list view of Documents

1. Create Custom filters to classify records as per your requirements.

2. Goto Actions column in list view to perform following operations

Select Edit to edit selected records

Select Delete to delete selected records

3. Click Settings Icon at the top to perform following operations

Select Layout Editor to customize layout of the fields.

Select Tool Tip Management to manage tool tip information.

Working with Documents

Documents module is more like a drive. You might sometimes need to save your work related files, personal files, Images etc. You can upload all such files in Documents.

Creating Documents

This feature enables you to create documents and share them with other users in your PE Front Office account.

To create a new document,

1. Click on Add Document Icon located in the top left corner of the screen.
2. On Create New Document window, provide the document details (folder name, title, related to, etc).

3. Select Download Type as Internal if you wish to attach a downloadable document from your system.
4. Select Download Type as External to provide an URL of your external file location from where the file can be downloaded.
5. Browse or Drag-Drop the file/files from your drive.
6. Click Save.
7. Document added in the list view.

Quickly Create Documents

1. Click Quick Create drop-down at the top right.

2. Choose New Document.
3. In the Create Document view, fill in the Document's details.

4. Click Save.

Download Document

Members to whom the document is assigned can download its file by clicking on File Name field.