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Procore

Copy Documents to a Bid Room in Portfolio Financials

 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 copy project documents to an associated Bid Room 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. After documents have been uploaded, they can be moved and organized into folders.

Things to Consider

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

Prerequisites

Steps

  1. Navigate to the relevant project and scroll to the Documents section.
  2. Click the vertical ellipsis  icon and select Copy To
    copy-documents-to.png
  3. Select the Bid Room you want to copy the documents to.
  4. Click Copy