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Procore (en-CA)

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

The information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 


If you are a Company Admin for your Portfolio Financials account in Procore, you can request a folder template for your account by reaching out to your Procore point of contact, or by emailing Procore Support at