Grouping by Portfolio Folder on a Document Report | Community
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1 reply

KatherineLa
Community Advisor
Community Advisor
March 22, 2021

Hi Samantha,

Can you elaborate on what object the documents are being stored at? Tasks, projects, portfolios etc? Or all of the above?

SamanthaIsin
Level 7
March 23, 2021

The documents are stored at the portfolio level inside folders.