Documents - FAQ (Portfolio Financials)

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How can I request a folder template for Documents in my Portfolio Financials projects?

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- Documents (Portfolio Financials)
- Documents - User Permissions (Portfolio Financials)

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Documents - Tutorials (Portfolio Financials)This page includes a list of tutorials for various tasks that can be performed in the Documents tool in Portfolio Financials.
Add Documents to the Project Page in Portfolio FinancialsHow to add documents to the Project Page in Portfolio Financials.
Apply a Folder Template for Project Documents in Portfolio FinancialsHow to apply a folder template to the Documents section of the Project Page in Portfolio Financials.
Copy Documents to a Tender Room in Portfolio FinancialsHow to copy project documents to an associated Tender Room in Portfolio Financials.