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.
Copy Documents to a Tender Room in Portfolio FinancialsHow to copy project documents to an associated Tender Room in Portfolio Financials.
Create a New Folder for Project Documents in a Portfolio FinancialsHow to create a new folder for documents on the Project Page in Portfolio Financials.
Delete a Document Folder from the Project Page in Portfolio FinancialsHow to delete a folder from the Documents section of a Portfolio Financials project.