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Documents (Portfolio Financials)


This feature is available to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

If you are looking for resources on the Documents tool in Procore's Project Management product, see Project Level Documents.

The Documents section of the Project Page in Portfolio Financials is where important documents related to the project can be stored and accessed. 

  • Utilize document folder templates to simplify setup.
  • Organize your documents into folders.
  • Copy project documents to a tender room that has been created.