Documents - FAQ (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.
Add Documents to the Project Page in Portfolio FinancialsHow to add documents to the Project Page in Portfolio Financials.
Apply a Folder Template for Project Documents in Portfolio FinancialsHow to apply a folder template to the Documents section of the Project Page in Portfolio Financials.
Copy Documents to a Bid Room in Portfolio FinancialsHow to copy project documents to an associated Bid Room in Portfolio Financials.