Using this Help System

 About Extensis

 Register your Extensis product

 Extensis Products

 Demo Extensis Products

 Checking Product Versions

 What's new

 Introducing Portfolio

 System Requirements

 What is Portfolio?

 What's New in Portfolio 5.0?

 Getting Started with Portfolio

 Cataloging Steps Summarized

 Portfolio Basics

 Overview

 Creating a Catalog

 Viewing a Catalog

 Finding and Replacing

 Keywords and Descriptions

 Customize Layouts

 Using Catalog Items

 Slideshow

 Multiple Catalogs and Galleries

 Importing and Exporting

 Networking

 Converting Catalogs

 Converting Portfolio 3.0 and 4.0 Catalogs

 Converting Cumulus Catalogs (Mac OS)

 Viewing and Searching Catalogs

 Opening Catalogs

 Connecting to a Server

 Removing a Server

 Viewing Catalog Items in a Gallery

 Viewing Catalog Items in the Gallery

 Working with Items in the Gallery Window

 Contextual Menus

 The Toolbar

 Using Palettes

 Searching the Catalog Using Keywords

 Searching the Catalog Using Find Options

 Using QuickFind

 Search Criteria Options

 Streamlining Searches

 Saving and Editing Finds

 Executing a Saved Find

 Searching Across Multiple Catalogs

 Finding and Updating Placeholder Records

 Finding Document Text

 Sorting and Reordering Gallery Items

 Dragging and Dropping Catalog Items

 Using Galleries

 Opening a New Gallery

 Moving and Copying Between Galleries

 Deleting Items from a Gallery

 Saving Gallery Windows

 Viewing a Saved Gallery

 Deleting and Renaming Saved Galleries

 Saved Find Galleries

 Customizing Gallery Views

 Adding Borders to Thumbnails

 Setting Preferences

 Slideshows

 Scripting

 Moving and Copying Items Between Catalogs

 Deleting Items from a Catalog

 Previewing Catalog Items

 Viewing Item Properties

 Working with an Item's Source File

 Detecting and Reading Digimarc ID

 Embedding Digimarc ID

 Viewing Catalog Properties

 Printing Catalog Items

 Creating and Managing Catalogs

 Creating Catalogs

 Adding Items to a Catalog

 Updating Cataloged Items

 Cataloging Options

 Cataloging Options

 Add Options

 Update Options

 Thumbnails

 Mappings

 File Types

 Excluding Items

 Background Cataloging

 Indentifying Missing Files

 Editing Fields in Place in Record View

 Keywords

 Item Descriptions

 Master Palettes

 Working with Custom Fields

 Adding Data to Custom Fields

 Item Properties - Custom Fields

 Replacing Keywords, Descriptions, and Field Values using Search Parameters

 Populating Fields in Multiple Records at the Same Time

 Creating Placeholder Records

 Preparing Documents and Images for Cataloging

 Organizing with Categories

 Categories Palette

 Path as Categories

 Using the Categories Palette

 Importing and Exporting

 Importing Field Values

 Export to HTML

 Export to Text File

 Export "pnot" Data (Mac OS)

 Export QuickTime Moves (Mac OS)

 Catalog Administration

 Catalog Security and Access Levels

 Catalog Access Levels

 Setting Level-based Passwords

 Setting User-based Users and Passwords

 Creating a Master Keyword List

 Custom Field Editing Dialogs

 Adding Custom Fields

 Custom Field Types

 Setting Catalog Startup Options

 Setting Preview Options (Disk Previews)

 Maintaining a Catalog

 Using Portfolio on a Network

 Managing Source Files

 Administering Served Catalogs

 Server Administration

 System Requirements

 Installing the Server

 Adding a Portfolio Server

 Accessing a Portfolio Server

 Creating Catalogs on a Server

 Serving and Unserving Catalogs

 Logging Off Users

 Server Administration Password

 Serialization

 Providing Users with Access to Served Catalogs

 Reference

 Administer Servers Dialog

 Server Administration Dialog

 Introducing PortWeb

 System Requirements

 Installing PortWeb

 Memory Usage (Mac OS)

 Required Knowledge

 Overview

 Setup and Administration

 PortWeb Basic Tutorial

 Creating Search Pages

 Creating Response Templates

 Collections

 Portfolio SQL Connect

 System Requirements

 Getting Started with SQL

 Installing SQL Connect

 Serving an SQL Database

 Serialization

 Reference

 Serve SQL Dialog

 Export HTML Templates

 PortWeb Templates

 Keyboard Shortcuts

 Other Shortcuts

 Galleries

 Gallery - Thumbnail View

 Gallery - List View

 Gallery - Record View

 Customized Gallery Views - Thumbnail, List, Record

 Customize - Saved Options

 The Toolbar

 The Find Window

 Find and Replace

 Palettes

 Catalogs Palette

 Galleries Palette

 Finds Palette

 Sorting Palette

 Master Keywords Palette

 Master Palettes

 Categories Palette

 Item Properties

 Item Properties - Keywords

 Item Properties - Fields

 Item Previews

 Item Preview - Still Images (Pictures)

 Item Preview - Multi-page Documents

 Item Preview - Movies

 Item Preview - Sounds

 Item Preview - QuickDraw 3D Images (Mac OS)

 Edit Thumbnail Borders

 Border Transparency

 Slideshow Options

 Slideshow Controls

 Read Digimarc ID

 Embed Digimarc ID

 Cataloging Options

 Cataloging Options - General tab

 Cataloging Options - Add tab

 Cataloging Options - Update tab

 Cataloging Options - Mappings tab

 Cataloging Options - File Types tab

 Cataloging Options - Exclude tab

 Background Cataloging

 Automations

 File Types List

 Mappings List

 Catalog Administration

 Catalog Administration - Passwords tab

 Catalog Administration - Keywording tab

 Catalog Administration - Custom Fields

 Catalog Administration - Startup tab

 Catalog Administration - Previews tab

 Technical Support

 Portfolio FAQ

 Copyright Information