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About 14 results
  • Documents (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents
    This is the landing page for support articles about the Documents section in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Documents on the Proj...This is the landing page for support articles about the Documents section in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Documents on the Project Page.
  • Apply a Folder Template for Project Documents in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/apply-a-folder-template-for-project-documents-in-portfolio-financials
    How to apply a folder template to the Documents section of the Project Page in Portfolio Financials.
  • Delete a Document from the Project Page in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/delete-a-document-from-the-project-page-in-portfolio-financials
    How to delete a document from the Project Page in Portfolio Financials.
  • Delete a Document Folder from the Project Page in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/delete-a-document-folder-from-the-project-page-in-portfolio-financials
    How to delete a folder from the Documents section of a Portfolio Financials project.
  • Add Documents to the Project Page in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/add-documents-to-the-project-page-in-portfolio-financials
    How to add documents to the Project Page in Portfolio Financials.
  • How can I request a folder template for Documents in my Portfolio Financials projects?
    https://en-au.support.procore.com/faq/how-can-i-request-a-folder-template-for-documents-in-my-portfolio-financials-projects
    A brief overview of how to request a folder template for your Portfolio Financials account.
  • Documents - Tutorials (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials
    This page includes a list of tutorials for various tasks that can be performed in the Documents tool in Portfolio Financials.
  • Documents - FAQ (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/faq
    This page includes links to frequently asked questions about Documents in Portfolio Financials.
  • Create a New Folder for Project Documents in a Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/create-a-new-folder-for-project-documents-in-portfolio-financials
    How to create a new folder for documents on the Project Page in Portfolio Financials.
  • Copy Documents to a Tender Room in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/copy-documents-to-a-bid-room-in-portfolio-financials
    How to copy project documents to an associated Tender Room in Portfolio Financials.
  • Move a Document to Another Folder in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/move-a-document-to-another-folder-in-portfolio-financials
    How to move documents to another folder of the Documents section in Portfolio Financials.