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Download Documents from the Project Page in Portfolio Financials

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

Objective

To download documents from the Project Page in Portfolio Financials.

Background

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

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher. 

Steps

  1. Navigate to the relevant project and scroll to the Documents section.
  2. Locate the document that you want to download.
    Note: Click on a folder name to view the files within that folder.
  3. Click the name of a file to download it to your computer.