Virtual Data Room

Create Documents

Create 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.


Note!

PE Front Office supports two types of documents.

  1. Internal: Upload a file from the drive and download or send email as attachment when required.
  2. External: Provide an URL of external file location from where the file can be downloaded.