Files App

At the portfolio level, use the Files app to access and manage your portfolio-related files.

Files Overview -

Access the File List Page

Add a File to the File List -

Cut and Paste a Folder or File -

Apply a Folder Template

Rename a File or Folder

Download a File

Assign a User or User Group Access to Folders and Files

View a File Version

Assign a Location to a File

Annotating Files -

Assign a Code to a File

Delete a File from the File List

Delete a Folder