Pellucid basics: content creation for investment bankers

Pellucid Basics helps you understand some of the platform's core capabilities and how it can be used to bring efficiency to investment banker workflows. 

Edit and reorder content

Reorder content

Reorder content

Reordering already ordered content is the fastest way to recreate a chart with the latest data. The content will be fulfilled to your original specifications and delivered to you as a new order. 

To reorder content, 

To reorder content, select an already ordered content item (it doesn't have to be fulfilled yet) and choose  "More options". Select "Reorder with latest data" and a new order will be placed. You will receive an email once it is fulfilled. 

Edit and reorder content

Edit fulfilled content 

You can quickly iterate by editing and reordering fulfilled content.


For any fulfilled content item, select the More options menu and choose Edit and reorder. This will take you to the content details page of that item with your options pre-selected. Make any changes and place your order using the blue Order button. You will receive an email once the content is ready for download.