Categories Palette

The Categories palette lets you organize project items visually using a folder hierarchy.

Categories Palette

A

Categories Palette: To activate the palette choose Window > Show Categories.

B

List of Category Folders: All the folders associated with catalog items are listed.

Drag folders up and down to create a hierarchy, or drag and drop folders from the Finder (Mac OS) or Explorer (Windows) to catalog and categorize in one step.

C

Expand/contract: Click to expand and contract the folder hierarchical list.

D

New Folder: Click to create a new folder at the current level of the hierarchy.

E

Remove from Category: Click to remove items (selected in the Gallery window) from the Category.

F

Delete Folder: Click to remove a folder from the palette.

G

Categories palette fly-out menu: Allows you to perform various tasks with folders and folder contents. Options are: New, Delete, Rename, Apply, Remove, Show Records in Categories, Show Records in Sub-categories, Create on Disk, Delete All Folders, Expand All Folders, Collapse All Folders, Import, Export, and Refresh. See page 170 for a description of each menu item.

Categories Palette Fly-Out Menu

Menu Option

Function Performed

New Category...

Create a new folder at the root level of the hierarchy.

Delete Category...

Delete the selected folder from the Categories palette.

Rename Category...

Rename the selected folder.

Apply Records to Category

Assign selected Gallery items to the Category.

Remove Records from Category

Remove selected Gallery items from the Category..

Show Records in Category

Find all cataloged items in selected folder and display them in the Gallery.

Show Records in Sub-categories

Same as Show Records in Category (above), but includes subfolders.

Create on Disk...

Copy folder and the original (source) files to the hard drive.

Delete All Folders

Deletes all folders from the Categories palette.

Expand All Folders

Expands all folders in the Categories palette.

Collapse All Folders

Collapses all folders in the Categories palette.

Import

Import saved categories (Portfolio .pjd file). Must be exported from a catalog.

Export

Export categories to a Portfolio .pjd file for importing into another catalog.

Refresh

Refreshes the Categories palette to reflect recent changes.