You can customize and modify component files and folders in the portfolio using the secondary toolbar above the component files list in the Details or Layout view, the right-click menu of a component file, and the Portfolio Properties dialog box as needed.
- To delete a file, select it and click the
button in the secondary toolbar, or right-click it and choose Delete. Tip: To edit a component file’s name, description, or values of the optional fields you added manually, switch to the Details view mode, right-click the file and choose Edit Value > Name/ Description/ [Field Name]. - To extract a file from the portfolio, select it and click the
button in the secondary toolbar, or right-click the file and choose Extract from Portfolio…. Then specify the name and location of the extracted file. Extracting a file does not delete it from the PDF portfolio. - To convert a component multimedia file to a PDF within the portfolio, right-click it and choose Convert To PDF. (Pro only)
- To edit the description of the portfolio, please navigate to File > Properties > Description.
- To reduce the size of PDF files in the portfolio, select one or more PDF files, right-click them and choose Reduce File Size…. In the pop-up dialog box, choose a PDF version and click OK. See also PDF Versions.
- To edit the properties of the portfolio, right-click on any file or blank area in the portfolio window (except Preview Pane) and choose Portfolio Properties. In the Portfolio Properties dialog box, you can:
- Specify fields (columns) you want to show in the list of component files and folders in the portfolio window. Select the check boxes of the fields, or click on the field names and click the Show button. The field names are displayed under the secondary toolbar. To hide fields, unselect the check boxes, or click on the field names and click the Hide button. Alternatively, you can switch to the Details mode, right-click on any file or blank area in the portfolio window (except Preview Pane), choose View, and select/unselect columns to show/hide the columns. In the Name column, if a folder in the portfolio contains several items, a number in parentheses appears after the folder name to indicate the total number of the items.
- Add an optional field. Click Add, enter the field name and click OK. To delete an optional field, select the field and click Delete. The required fields such as Name cannot be deleted. The added fields will be automatically added to the context menu that appears after you right-click on any file or blank area in the portfolio window (except Preview Pane) in the Details mode and choose View.
- Arrange the field order by selecting the field name and clicking Up or Down.
- Specify the order of the files and folders in the portfolio when the portfolio is opened. To do this, select a field name in the Sort By menu and then choose an order in Sort Order. By default, the component files and folders in a PDF portfolio are displayed alphabetically by filename.
- Specify the initial view of the document by choosing an option from Initial View.
- If the Portfolio Properties dialog box pops up after you right-click a component file and choose Portfolio Properties, the Show current document when opening portfolio option is available. You can select this option so that the file will be opened in the preview pane next time you open the portfolio.
Tip: You are allowed to drag and drop files/folders to the desired position or into a folder in the portfolio. You can do more actions by right-clicking a file in the portfolio.