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About 14 results
  • Copy Documents to a Tender Room in Portfolio Financials
    https://en-ca.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.
  • Documents (Portfolio Financials)
    https://en-ca.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.
  • Move a Document to Another Folder in Portfolio Financials
    https://en-ca.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.
  • Add Documents to the Project Page in Portfolio Financials
    https://en-ca.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.
  • Delete a Document Folder from the Project Page in Portfolio Financials
    https://en-ca.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.
  • Delete a Document from the Project Page in Portfolio Financials
    https://en-ca.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.
  • How can I request a folder template for Documents in my Portfolio Financials projects?
    https://en-ca.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.
  • View Documents on the Project Page in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/view-documents-on-the-project-page-in-portfolio-financials
    How to view documents on the Project Page in Portfolio Financials.
  • Apply a Folder Template for Project Documents in Portfolio Financials
    https://en-ca.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.
  • Create a New Folder for Project Documents in a Portfolio Financials
    https://en-ca.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.
  • Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/edit-the-name-of-a-file-or-folder-in-the-documents-section-of-portfolio-financials
    How to edit the name of a file or folder in the Documents section of a Portfolio Financials project.