Financial Documents

No more rummaging round hard drives and inboxes for key financial docs – keep them all in one place with this template! is a great way to store important files for people to access publicly, or on an invite-only basis. Give this project “Project” level privacy so that only people you invite will be able to see it.

Add spreadsheets from Google Sheets or other tools to the embeds section.

Add physical files to the files section.

Discuss these with everyone who’s part of the project in the discussion page.

Then, create tasks for any action items you or your team need to take a round these documents.

Financial Documents Template

- Free -

Click the button above to copy this template to your own account. Once you’ve done this you can edit the template and create projects using it.

What’s included

Project description
Tasks x 1