Portfolio File Upload
Provide a clearly identified document and explain why it is being supplied. The receiving team should confirm the file can be opened and matched to the right record.
Creates an editable copy in your Intaria workspace. The master template stays unchanged.
Template preview
14 fields
Organization using this document
Your name or contact reference
Email for a reply if needed
Application order or case reference
Document title
Document date
Version or revision
Document to attach
Reason for supplying this document
Access or handling instructions
Do not include passwords in this form.
Portfolio subject creator and date range
Complete when relevant to this request.
Selected projects your role and permitted viewing uses
Organization branch or team concerned
Complete when relevant to this request.
Local requirements and constraints relevant to this document
Edit every field
Change labels, requirements, options, validation, sections and confirmation behavior in the Intaria builder.
Add the workflow
Route submissions for approval, trigger email, generate documents or continue the process after intake.
Connect your systems
Map approved data into your CRM or other connected systems instead of retyping information by hand.
Start here. Change anything.
Use this template as the first draft, then tailor the form and workflow to exactly how your organization works.
Use this template