Portfolio

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Portfolio


 

editor.icon Portfolio

 


 

PDF portfolio files are a unique format of PDF file in which multiple files are assembled into an integrated PDF unit. The Portfolio settings detailed below are for PDF portfolio files and are only available when these files are open in PDF-XChange Editor:

 

portfolio.submenu

Figure 1. Portfolio Submenu

 

Click Navigator Layout View to display the content of portfolio files in their expanded format, or Navigator Details View to display the content of portfolio files in list format.

Click Show Cover Sheet to show/hide the portfolio cover sheet.

Click Portfolio Tools, or click the Portfolio tab, to move to the Portfolio tab:

 

portfolio.tab.ribbon

Figure 2. Portfolio Tab

 

Click Layout/Details to switch between layout view and details view for the files that the portfolio file contains, as detailed above

Click Cover Sheet to display the cover sheet of the portfolio file.

Click Preview Pane to set the location of the preview pane as Auto, Right or Bottom (in the PDF-XChange Editor window), or select Off to disable the preview pane.

Click Open, or double-click documents in the list of documents in the portfolio file, to open documents in the default application for their file format.

Click Info to view the file properties of selected files in the list of files within the portfolio file.

Click Extract to extract selected files from the portfolio file.

Click Delete to delete selected files from the portfolio file.

Click Add Files/Folder to add files/folders to the portfolio file.

Click Create Folder to add a new folder to the portfolio file. You can click and drag documents in the portfolio file into new folders as desired.

Click Print to print portfolio files, as detailed here.

 

If the portfolio file contains PDF documents, then you can use the editing options in the preview pane, or the main tabs of PDF-XChange Editor, to edit the PDF documents:

 

portfolio.edit.pane

Figure 3. Document Edited via the Preview Pane

 

Right click the main window for additional options:

 

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Figure 4. Portfolio File Right-Click Submenu

 

Click Open to open documents in the default application for their file format.

Click Extract to extract selected files from the portfolio file.

Click Add Files/Folder to add files/folders to the portfolio file.

Click Create Folder to add a new folder to the portfolio file.

Click Delete to delete selected files from the portfolio file.

Click Sort by to determine the criteria used to sort the component files of portfolio files.

Click View to determine the file information that is displayed in the file list of the main window when portfolio files are open.

Click Select All/Deselect All to select/deselect all files in portfolio files.

Click Default document to specify selected documents as the default document in portfolio files. The default document is displayed when the portfolio file is opened.

Click Show Information to view the file properties of files within portfolio files.

Click Portfolio Properties to view/edit file properties for portfolio files. The Portfolio Properties dialog box will open, as detailed below.

 

portfolio.properties.dialog.box

Figure 5. Portfolio Properties Dialog Box

 

Select or clear property boxes to determine which properties are displayed in the main window of PDF-XChange Editor.

Click Add to add new portfolio properties to the portfolio file. The New Schema Field dialog box will open. Enter a name for the new property and use the dropdown menu to determine the type of property to be created, then click OK to create the new portfolio property.

Click Move Up/Move Down to move selected properties up or down within the list of properties. Note that the order of properties in the Portfolio Properties dialog box determines the order in which properties are displayed in the main window of PDF-XChange Editor.

Click Delete to delete selected properties. Note that this option is only available for custom properties.

Use the Sort By dropdown menu to determine the property used to sort documents in the main window of PDF-XChange Editor.

Use the Sorting Order dropdown menu to specify either Ascending or Descending as the order in which documents are sorted according to the Sort by property in the main window of PDF-XChange Editor.

 

You can create portfolio files in PDF-XChange Editor via the New Document option detailed here.