Portfolio Creation Software

A PDF Portfolio contains multiple files assembled into an integrated PDF unit. The files in a PDF Portfolio can be in a wide range of file types created in different applications. For example, a PDF Portfolio can include text documents, e-mail messages, spreadsheets, CAD drawings, and PowerPoint presentations. The original files retain their individual identities but are assembled into one PDF Portfolio file. You can open, read, edit, and format each component file independently of the other component files in the PDF Portfolio.

Depending on the circumstances, PDF Portfolios offerseveral advantages over merging multiple files into a single PDF:

Add or remove files easily, without having to find and selectall the pages that originated in that file.

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Drag files to rearrange, and drop files to folders, or folder to another folder at the same level in the navigation pane of the PDF Portfolio.

Honorable Mentions – Investment Tracking Software. The best portfolio tracker is the one that works for you. Some of you might need a complete portfolio analysis tool, others want online investment software, while for many a simple portfolio tracker app is just fine. Following is a list of more investing portfolio management tools. E-portfolios can be developed in a variety of ways, from simple (and free) blogging platforms, to modules in learning management systems, to dedicated software programs and services. Many colleges and universities offer their own e-portfolio services to students, be they proprietary or licensed through an outside provider. Quickly and simply build a personalized website to showcase your creative work with Adobe Portfolio. Now included free with any Creative Cloud subscription.

Quickly preview component files without having to open themin their native applications.

Portfolio

Change individual files within the PDF Portfolio withoutaffecting the other files. For example, you can renumber pages inone document without renumbering other documents in the PDFPortfolio. You can also edit non-PDF files in theirnative applications from within a PDF Portfolio.Any changes you make are saved to the file within the PDFPortfolio.

Share a PDF Portfolio with othersand be sure that they are getting all the component parts. Publisha PDF Portfolio on a website for others toview.

Sort component files by categories that you can add to, delete,hide, and customize. Simply click a column name to sort the list.

Print all the PDFs in a PDF Portfolio,or selected component PDFs.

Search one or all files in a PDF Portfolio.You can even search non-PDF component files.

Add non-PDF files to an existing PDF Portfolio withoutconverting them to PDF.

The source files of a PDF Portfolio—even existingfiles you add to the PDF Portfolio—are notchanged when you create a PDF Portfolio.Changes you make to the component files within a PDFPortfolio do not change the original files from whichyou created the PDF Portfolio. You can movea PDF Portfolio anywhere on your computeror network without any risk of losing or disconnecting its components.

Include the same file in multiple PDF Portfolios.

In Acrobat, you create and edit PDF Portfolios, and work with component files using various elements, such as panes, toolbars, and windows.


A. PDF Portfolio toolbar B. Component files and folders in the left navigation pane C. Previous and Next (arrow) buttons to scroll through component files D. Link to open the component file
  • The PDF Portfolio toolbar is located immediately below the main toolbar. You can perform common tasks such as, adding files or folders, creating a new folder, extracting component file, or deleting a component file.

  • The left navigation pane lists the files and folders included in the PDF Portfolio. By default, the files and folders are displayed alphabetically. You can change the order by configuring the sort order in the Portfolio Properties dialog box.

    Alternately, to rearrange files in the left navigation pane, drag files , or drop files to folders, and folders to folders provided both are at the same level in the Portfolio.

  • The Previous and Next buttons allow you to scroll through the files and folders included in the PDF Portfolio. A preview of the selected file is displayed by default. However, if the component file is a non-PDF file, then a Preview button is displayed in the document area. Clicking the Preview button allows you to view the file’s contents in the PDF Portfolio itself.

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  • The Open Document link opens the selected component file for editing. If it is a PDF file, then the file is opened in the document area where you can work on it like any other PDF document. Else, if the file is non-PDF, then it is opened in its native application. Once you make changes in the component file and save it, the newer content is made available in the PDF Portfolio.

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  • Layout (Preview mode) shows the preview of the component file in the PDF Portfolio depending on the type of file. For information about each type of preview, see Portfolio view modes.

  • Details or Files mode shows the file details in a list. You can click a column name to sort by ascending and descending order.

    A PDF Portfolio is accessible when it opens in Details or Files mode. This mode provides a better reading experience for people with disabilities—such as mobility impairments, blindness, and low vision. To open all PDF Portfolios in Files mode, open the Preferences dialog box by choosing Edit > Preferences (Windows). In Acrobat only, choose Acrobat > Preferences (Mac OS). Under Categories, select Accessibility, and then select Show Portfolios In Files Mode.

You can view the component files in two different ways – Layout (or Preview) mode and Details (or Files mode). In Layout mode, the component files list is presented in the left navigation pane, as shown in the preceding figure. In Details mode, the component files list is presented immediately below the secondary toolbar, as shown in the following screenshot:

Viewing a PDF Portfolio in Details or File modes

In both the views, you can preview images and pages, play video and SWF files. However, in the Details view you can also view information about a file. You can extract (move) a file to your computer. You can also open a file in its native application (if installed on your computer). You can switch between the Layout and Details view by choosing the desired option from the View > Portfolio menu.

The Platform preview mode is also available where a full-size preview within the document window is shown. By default, the PDF, SWF, and HTML files are displayed in the document window. To open other file types in Platform preview, such as e-mail portfolios, form response files, and secured PDFs, choose View > Portfolio > Preview File. To close Platform preview, click the Close Preview (X) icon after the filename in the secondary toolbar.

Software
Click the X button to close the Platform Preview mode.

Switch between Layout, Details, and Platform Preview modes

You can switch between the Layout and Details view modes by choosing the desired option from View > Portfolio menu.

You can also switch to the Platform Preview mode by choosing View > Portfolio > Preview File.

These commands are available for componentfiles in PDF Portfolios:

Reduces the file size of component PDFs. For more information,see Reducefile size by saving.

Adds document security to a PDF Portfolio or to component PDFs within a PDF Portfolio. To add security to component PDFs, choose File > Portfolio Properties and select the Security tab. For more information, see Securing documents with passwords. To add security to the entire PDF Portfolio, use the Cover Sheet (View > Portfolio > Cover Sheet). For example, you can use the Cover Sheet to sign the PDF Portfolio parent file, or add a password to open the PDF Portfolio. Functionality you specify in the Cover Sheet pertains to the entire collection of component files in the PDF Portfolio.

Note:

Portfolio Creation Software

Other security features, including certificate security, are also available for PDF Portfolios and component files. For more information, see Choosing a security method for PDFs.

Prints component documents. For more information, see PrintPDFs in a PDF Portfolio.

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Companies are making a big push to go paperless nowadays and they cite a number of reasons for doing so. Some mention environmental concerns over wasted paper while others are making the move to capture cost savings.

But the real reason may be that companies are going paperless because technologies such as PDF software and word processors have made it easy to do so. People can easily share electronic documents with one another through email, messaging services, and other file sharing applications. The best part is that sharing happens in real time, no matter the distance between collaborators.

Sharing electronic documents can get messy, though. When one or two files are sent, it’s easy to Download them and keep them together in the same folder. When multiple files are shared, however, the probability increases for one or more documents being left out. You may forget to include a file. Your recipient may forget to move it from their download folder. The list of possible reasons for missing files goes on.

Portfolio Management Software

Some users get around this by putting all their documents into one folder, compressing the folder and then sending it. There’s a better way, however, if you have the right tools.

Creating portfolios in PDF software

Using a PDF editor software such as Foxit PhantomPDF allows you to create a PDF portfolio that lets you collect all of the documents you wish to share in one package. Once you put your files into a portfolio, you really start to see the advantages against simply dropping the files into folder that you compress and send to someone.

For one, the portfolio allows you to create a cover sheet. You can use this to provide a narrative for the files you have chosen to include. You can list the documents in the portfolio or provide whatever information you think recipients may need to have.

You also have the ability to search for specific text or phrases in PDF files included in your portfolio. This makes it easier for people to find the right document.

Multiple file types supported

While you create portfolios using PDF software, the types of files you include in your portfolio are not limited to PDFs.

Using PhantomPDF, you are able to include Microsoft Word documents, Excel spreadsheets, images, and even Microsoft Outlook email messages.

Portfolio Creation Software Pdf

Creating these collections of files is simple. PhantomPDF even supports drag and drop. A quick look at page 67 of the PhantomPDF user manual is all it takes to get you on your way to organizing documents you need to send to others.