Move a Document to Another Folder in Portfolio Financials

Objective

To move documents to another folder of the Documents section 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. 
• Additional Info:
  • Only one file can be moved into a folder at a time. 

Prerequisites

• The folder you want to move a file to must already exist in the Documents section for the project. See Create a New Folder for Documents on the Project Page.

Steps

1. Navigate to the relevant project and scroll to the Documents section.
2. Click the vertical ellipsis  icon and select Move To. 
   
3. Select the folder you want to move the file to.
4. Click Save. 

See Also

• Create a New Folder for Documents on the Project Page