eFront Guide
August 8, 2015
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Table of Contents
EFRONT BASICS .............................................................................................................. 3
I. EFRONT HELP ................................................................................................................................ 3
II. LOGIN .............................................................................................................................................. 3
III. LOGOUT .......................................................................................................................................... 3
IV. PASSWORD ..................................................................................................................................... 3
V. IT REQUIREMENTS AND SETUP ................................................................................................ 4
VI. FIRST-TIME SETUP FOR NEW COMPUTER: ............................................................................. 4
SYSTEM OVERVIEW ...................................................................................................... 4
I. MAIN COMPONENTS .................................................................................................................... 4
II. CONTACTS ..................................................................................................................................... 5
III. COMPANIES ................................................................................................................................... 6
IV. DEALS.............................................................................................................................................. 6
V. FUNDS ............................................................................................................................................. 6
VI. LINKAGES BETWEEN OBJECTS ................................................................................................. 6
VII. USER PROFILE ............................................................................................................................... 7
VIII. DATA REGIONS ............................................................................................................................. 8
HOMEPAGE ...................................................................................................................... 8
I. LAYOUT .......................................................................................................................................... 8
II. OPENING OBJECTS FROM THE HOMEPAGE ........................................................................... 8
III. ADDING “GADGETS” TO THE HOMEPAGE ............................................................................. 8
IV. EDITING AND CLOSING “GADGETS” ON THE HOMEPAGE ................................................. 9
ACCESSING INFORMATION ......................................................................................... 9
I. MAIN MENU ................................................................................................................................... 9
II. SEARCHING FOR DATA, QUICKSEARCH................................................................................. 9
III. SEARCHING FOR DATA, TRADITIONAL SEARCH ............................................................... 10
IV. TABLES ......................................................................................................................................... 10
V. DOCUMENT STORAGE............................................................................................................... 12
VI. FIELD “TIPS” ................................................................................................................................ 12
VII. AUDIT INFORMATION ............................................................................................................... 13
QUERIES .......................................................................................................................... 13
I. STANDARD QUERIES ................................................................................................................. 13
II. CREATING CUSTOM QUERIES ................................................................................................. 13
REPORTS ......................................................................................................................... 15
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EFRONT BASICS
I. EFRONT HELP
Please contact eFront Support at the contact below for assistance with logging into the system or if you are
locked out.
New York Office: +1 (212) 220‐0097
Paris Office: +33 825 388 588; support@[Link]
Dubai Office: +971 4 437 0741; [Link]@[Link]
For all other questions or assistance on the system, please email efronthelp@[Link].
II. LOGIN
Website: [Link]
Primary Login: You may also access data on your fund(s) in write mode with the following login
information:
Login: first initial + last name; for example the login for John Smith would be JSMITH
Secondary Login: You may also access data on all SEAF funds globally in read-only mode with
the following login information:
Login: first initial + last name + SEAF; for example the login for John Smith would be
JSMITHSEAF
Practice Data Login: You may also access demo or practice data to practice entering information
into the system through the following login:
Login: SEAF.1 for front-office users; SEAF.2 for back-office users
Password: SEAF1234
III. LOGOUT
To logout of the system, click on the arrow to the right of your name and select Logout.
IV. PASSWORD
To change your password, click on the person icon at the top right of your screen.
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Then select Password and you will be prompted to enter in your current and new passwords.
V. IT REQUIREMENTS AND SETUP
The eFront system can only be used with Internet Explorer 8. 9, or 10 (32-bit) or Google Crome.
The system requires Microsoft Office 2003, 2007 or 2010 (32-bit or 64-bit).
VI. FIRST-TIME SETUP FOR NEW COMPUTER:
When using the system for the first time on a new computer, you must install an Active X
control that is saved on Netdocuments in the SEAF Headquarters Global / Policies,
Procedures and Manuals / Investment Manual – eFront.
In Internet Explorer go to Tools > Internet Options > Security > Custom Level and Enable
“Automatic Prompting for ActiveX Controls”, “Downloads, File download” and
“Downloads, Font download”
When using the system you may be prompted to install an Add-on when downloading data
to Excel, please install when prompted
To set up your system to view the pages for an object on the left hand side of the screen,
please right click on the arrow to the right of any object. From the dropdown menu that
appears, select Left. (Please note that you will only need to do this one time to view all
pages for all objects on the left hand side of your screen.)
To set up your system to view the appropriate table layouts, please ensure that all tables
(for example in Search a Contact, Search a Company, etc.) are set to Layout_1.
SYSTEM OVERVIEW
I. MAIN COMPONENTS
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There are four main components in the system that can be accessed through the main menu by
selecting Open.
A description of these objects follows:
II. CONTACTS
To create a contact, go either to the Main Menu > New > Contact or to the Company, Contacts
screen, and select New Contact at the bottom of the page. In the Type field, select either
“Company Representative” or “Other”. The other contact types listed will be used by the
accounting and portfolio management teams.
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Users will not be able to modify but not delete contacts. If you need to delete a contact, please
email the eFront help email.
III. COMPANIES
To create a company, go to the Main Menu > New > Company. In the Type field, select
“Prospect – Active” when creating new potential investees. Once an investment has been made
into a portfolio company, a number of fields on the Company, General page will be locked.
Users will not be able to modify but not delete companies. If you need to delete a company, please
email the eFront help email.
IV. DEALS
To create a company, go to the Main Menu > New > Deal. In the Deal, General screen, link the
Company and Fund to the Deal as shown below. When entering the Deal Name please utilize the
naming convention of fund acronym – portfolio company name; for example, AGF – AAA DEMO
COMPANY.
V. FUNDS
Funds will be created in the system by the Accounting and Portfolio Management Teams. Once
funds are active, information on the Fund, General screen and certain other fields will be locked.
VI. LINKAGES BETWEEN OBJECTS
These objects are linked to one another in the following ways:
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VII. USER PROFILE
Your User Profile defines what areas of the system you have access to in the system and whether
you have write (green below) or read (yellow below) access. There are four main user profiles in
the system: Investment Team, Fund Management, Fund Accounting and SEAF DC Accounting.
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Please note that in the system only Admin users have the rights to delete Contacts, Companies,
Deals, Funds, and Instruments. If you need to have an object deleted, please send an email to the
help email address.
VIII. DATA REGIONS
Data Regions define what data and information that you will have access to in the system.
Through your primary login (first initial + last name), you will have write access to the data for
your funds. Through your secondary login (first initial + last name + SEAF), you will have read
access to data SEAF-wide.
HOMEPAGE
I. LAYOUT
Each user’s homepage layout is currently determined by their profile and is auto-configured. Thus,
any changes made to the homepage will not be saved for the users’ next login. In the near future,
users will be allowed to modify their homepage.
II. OPENING OBJECTS FROM THE HOMEPAGE
Objects can be accessed from the homepage by double clicking or right clicking to open the object.
III. ADDING “GADGETS” TO THE HOMEPAGE
“Gadgets” or sections can be added to the homepage by dragging and dropping the section from
the eFront Gadgets dropdown menu.
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Additional gadgets can be accessed by selecting Explorer on the bottom right hand side of the
homepage. These are the main sections that can also be dragged and dropped to display on the
homepage.
IV. EDITING AND CLOSING “GADGETS” ON THE HOMEPAGE
By hovering over each gadget the user will see buttons to Edit, Refresh, Collapse and Close. By
selecting the Edit button, the name of the gadget can be revised. With the Refresh button, data in
the gadget will be refreshed if you or another user has made a recent change that is not appearing.
With the Collapse button, only the header and no data will appear in the gadget. The Close button
will remove the gadget from the homepage entirely.
ACCESSING INFORMATION
I. MAIN MENU
To access information in the system, click on the arrow to the right of the SEAF logo to open the
Main Menu.
II. SEARCHING FOR DATA, QUICKSEARCH
To quickly search for information in the system, you may enter a name into the search button at
the top left hand side of your screen.
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If you click Everywhere, the system will search all objects, tasks and documents (invoices and
capital contribution and distribution notices). If you click Contacts or Companies, you will be
brought to the Open, Contacts or Open, Companies screens, which can also be accessed from
the main menu.
III. SEARCHING FOR DATA, TRADITIONAL SEARCH
By clicking Open from the Main Menu, you can search for Contacts, Companies, Funds, Deals,
Files, Appointments and Tasks. You can also search for information through the Misc,
Companies and Funds menus.
IV. TABLES
When searching for an object through the quick search for contact or companies or through the
Main Menu, a table will appear. When entering in a name to search, the system will only recognize
the name if the name entered matches the beginning of the item that is being searched for. For
instance, to search for AAA DEMO COMPANY, enter in AAA and then as much of the name as
possible. To search for this item by typing in, for example, COMPANY, enter in %COMPANY
so that the system recognizes that the item the user is searching for does not begin with the word
company.
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To sort data in a table, click on the name of the column that you would like to sort by.
To filter data in a table, click on the arrow below the column name. Either a general filter option
will appear or a list requiring the user to select the items they would like to filter.
To export data from a table, right click anywhere in the table and select Export to Excel.
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V. DOCUMENT STORAGE
Please note that all documents, with the exception of invoices and capital contribution and
distribution notices, which are generated by the system, will continue to be saved in
NetDocuments. Several objects have a Documents page, where links to important documents
stored on NetDocuments can be saved.
VI. FIELD “TIPS”
In the system there are a number of fields that contain additional instructions if the user places
their cursor on the field name. One such example is the Contact Type field in the Contact, General
screen.
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VII. AUDIT INFORMATION
In any object you may right click on the screen and select Object Properties to see when the object
was created, when it was last modified and who it was last modified by.
QUERIES
I. STANDARD QUERIES
Queries are a way to extract data from the system in an easy to use, table format. Standard queries
can be accessed from the homepage by right clicking on a query and selecting Execute. The query
data will appear in table format.
Data in the query can be sorted by clicking on the column headers. Data may also be filtered by
clicking on the arrow below the column headers. Data can be exported to Excel by right clicking
on the data and selecting Export to Excel.
II. CREATING CUSTOM QUERIES
From the homepage, you may also double click on a query to create your own query from an
existing query. After opening the query, select the Save As or the Duplicate query button from
the top of the screen. You may then save the query either to your fund’s data region (for others in
your office to use) or to your private data region.
To run a query that you have modified, click the Overview icon at the top of the screen or the
Overview button at the bottom of the screen.
Fields: In the new query you’ve created, on the left hand side of the screen in the Objects section
you will see folders with data. Please only use the Favorites folder to access data to build your
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query. As well, only use data from a single sub-folder of the Favorites folder. If you are building
a query from a standard Company query, only use data from the Company Full Information folder.
If you are building a query from a standard Deal query, only use data from the Deal Full
Information folder, etc.
You can ADD fields to pull into the query by dragging and dropping them from the Favorites
folder to the Columns section of the screen. You can DELETE fields in your query by right
clicking on the field in the Columns section and selecting Delete. You can REORGANIZE fields
by dragging and dropping them into a different order in the Columns section.
Filters: Filters determine the data that will be displayed in the query before the query is run.
You may create filters by dragging and dropping fields from the Columns section to the Filters
section of the screen. Click the arrow next to the field name to select the filter that you would like
to use for the query. When multiple filters are added to a query, the system automatically defaults
to filter the query by both filters by displaying the AND button between the filters. To filter the
query but either one of the filters separately, you can change this button by right clicking on it to
OR.
Output Filters: Determine how query data that has been displayed after the query has been
run can be then be filtered. When a query is produced, two types of data filters are available by
clicking the button under the column name. The first and standard option allows the user to filter
data by criteria such as equal to, not equal, less than, greater than, etc. The second option allows
the user to see a drop down menu of all the items in the column. To change the output filter from
the first and standard option to the section option, go to the Design screen, Properties section on
the bottom left hand side of the screen. In the Columns section of the screen, select the field that
you would like to apply this output filter to. Back in the Properties section, scroll down to the
Force Picklist row. Click on the error and select Yes. This will enable you to see a drop down
menu of all the items in the column when you run the query.
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After you’ve made modifications to your query, ensure that you’ve saved your customized query
in your fund’s data region or your private data region by clicking the Save As icon at the top of
your screen. If you’ve already saved the query as a new query, click the Save or Save and Close
icon.
REPORTS
Reports can be accessed from the FrontReports section of your homepage. Double click on the
report to open it.
Enter in the criteria as prompted and click Apply. Double click on the file attached on the left side
of the screen to open the report.
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