Add A Document

Upload required documents in the PE Front Office Document Depository. You can upload them directly from an Internal Drive, or provide an External URL from which they can be accessed. You can group the files in various folders and sub-folders.

To add a contact-related document, follow the below steps:

1. Click on Contact Name for which documents are to be uploaded.

2. Click on Add Documents icon above the tabs.

Alternatively, navigate to the More Information Tab and Click on Documents.

3. In the Documents Panel, Click on Add Document button in the top right corner of the panel.

4. The Document Information window is displayed. Update the required details, attach the file and click on Save.

You can also tick the Read Only check box for PDF files to restrict the download of the documents.

Quickly Add A Document

To quickly add a document, follow the below steps:

1. Click Quick Create in the main menu. Click on New Document.

2. The Create Document window is displayed. Enter the basic details and click Save.