Documents - Tutorials (Portfolio Financials)
Tutorials
- Add Documents to the Project Page in Portfolio Financials
- Apply a Folder Template for Project Documents in Portfolio Financials
- Copy Documents to a Bid Room in Portfolio Financials
- Create a New Folder for Project Documents in a Portfolio Financials
- Delete a Document Folder from the Project Page in Portfolio Financials
- Delete a Document from the Project Page in Portfolio Financials
- Download Documents from the Project Page in Portfolio Financials
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Move a Document to Another Folder in Portfolio Financials
- View Documents on the Project Page in Portfolio Financials