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Using this Help System
About Extensis
Register your Extensis product
Extensis Online
Extensis Products
Demo Extensis Products
Checking Product Versions
What's new
Introducing Portfolio
Introducing Portfolio
System Requirements
What is Portfolio?
What's New in Portfolio 5.0?
Getting Started with Portfolio
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
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
Using Portfolio Features
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
Working with Catalog Items
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 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 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 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
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
PortWeb
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
SQL Connect Administration
Portfolio SQL Connect
System Requirements
Getting Started with SQL
Installing SQL Connect
Serving an SQL Database
Serialization
Reference
Serve SQL Dialog
Templates and Macros
Export HTML Templates
PortWeb Templates
Keyboard Shortcuts
Keyboard Shortcuts
Other Shortcuts
Reference
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