Right PDF Editor provides portfolio viewing options that enable users to present content in an optimal layout. There are two ways to navigate through files/folders: View files in a grid and View files in a list.

You can then sort and change the order of displayed columns and files or folders under certain columns, as well as edit component file names and descriptions in a PDF Portfolio.

Navigate through files in a list/grid

You can choose to view component files in a list or a grid view. By default, files are placed in grid but you can switch to a list view by clicking the Go to list view to navigate through files using file details button on the PDF Portfolio toolbar. See the following for details:

 

View files in a grid

All component files/folders are presented in Grid view by default, which are used mainly for presentations or brochures. In a Grid view, each card represents a file or a folder and also shows thumbnail and information about the document, including file name and description.

To switch from list view to a grid view, on the PDF Portfolio toolbar, click Go home to navigate through files visually to restore grid viewing.

Navigate through files in a gird view that lists all files/folders on the left side of the Portfolio workspace

 

View files in a list

You can choose to view files/folders in a list that shows the details of component files. By default, the columns contain properties including name, description, size, date created and modified, and compressed size. You can also change the order and edit file properties of the displayed columns by using the Portfolio Properties dialog box.


In list view, the file list is in the upper part of the document pane

 

Set an initial view when opening Portfolio

You can decide the way all files/folders are arranged and whether to show cover sheet when a PDF Portfolio document is first opened. Right PDF Editor provides the following three ways, Top (list view), Left (gird view) and Minimized (files hidden) to customize your PDF Portfolio workspace.

 

Where to show the files/folders list in Portfolio

  1. On the PDF Portfolio toolbar, click Option and select Portfolio Properties… from the options.

  2. In the Portfolio Properties dialog box, choose from Top, Left or Minimized in the Initial view drop-down menu to decide how to display the files and folders list when you first open the PDF Portfolio.

  3. Click OK.

 

Whether to show cover sheet

  1. On the PDF Portfolio toolbar, click Option and select Portfolio Properties… from the options.

  2. In the Portfolio Properties dialog box, check the Show cover sheet when opening portfolio option to display the default cover sheet when you first open the Portfolio.

Edit file details in a list

You can decide which details are on display when you navigate through files in a list view.

  1. On the PDF Portfolio toolbar, click the Option button and select Portfolio Properties… from the options.

  2. In the Portfolio Properties dialog box, do either of the following to select the fields to be displayed in the list:

    • Check the checkbox of the field you want to display in the Fields settings box.

    • Select to highlight the field and click the Show/Hide button to make it visible/invisible.

  1. Optionally, do the following to rearrange the field order or add new fields to the list:

    • To rearrange the field order in the file list, use the Up/ Down buttons to move the selected field forward or backward. 

    • To add a new field to the list, click the Add button and then type a name in the Enter new field name field box. Click OK.

    • To delete existing fields, click on the item in the Fields box and then click the Delete button to remove it from the list. Default fields, such as name, cannot be removed from the file list, but you can hide them by unchecking their checkboxes if needed.

    • Similar to checking/unchecking the checkboxes, you may select fields and use the Show/Hide buttons to make them visible/invisible in the file list.

    • To change the order of component files in the file list, see Sort and change the order of files or folders for details.

Sort and change the order of files or folders

By default, component files are placed following alphabetical order, but you can change the order by sorting files or folders by values and by ascending (A-Z) or descending (Z-A) order.

To sort files or folders by the values

  1. On the PDF Portfolio toolbar, click the Go to list view to navigate through files using file details button to view all component files/folders in a list view.

  2. On the PDF Portfolio toolbar, click the Option button and select Portfolio Properties… from the options. In the Portfolio Properties dialog box, do the following to change the order in which component file/folders are displayed in the file list:

    • Choose the type of field to be sorted alphabetically from the Sort by drop-down menu.

    • Choose to sort files/folders in the selected column by ascending or descending order from the Sort order drop-down menu.

Edit component file names and descriptions in a PDF Portfolio

You can edit the file name and description of a component file in either a list view or a grid view.

 

To edit the file name of a component file, do either of the following:

  • In a grid view, select a file and double-click the file name text box to show the insertion point. Then type text in it and press Enter.

  • In a list view, select a file and double-click the text box under the Name column to show the insertion point. Then, type text in it.

  • In a list view, right-click the file name and select Edit Value > Name, then enter the new name and click OK.

Note: if you change the file extension, a message shows up to inform you the file may not be opened or displayed correctly.

 

To edit the description of a component file, do either of the following:

  • In a grid view, click a card and hover the cursor over the area below file name. A field named Add Description then shows up near the bottom. Click in the Add Description text box to show the insertion point and then type text in it.

  • In a list view, double-click the text box under the Description column to show the insertion point and then type text in it.

  • In a list view, right-click the file name and select Edit Value > Description, then enter the new description and click OK.


In a grid view, double-click the file name (A) text box to edit the file name and the Add Description (B) text box to edit the description of the selected component file.

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