Working with component files in a PDF Portfolio

Right PDF 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.

• 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.

• 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, date modified, and size. You can also change the order and edit file properties of the displayed columns by using the Portfolio Properties dialog box.

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 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, if the portfolio panel is currently showing cover sheet, check Show cover sheet when opening portfolio option to display the default cover sheet when you first open the Portfolio; otherwise, the option will become Show current document when opening portfolio, which displays the current document instead.

     

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. Or select to highlight the field and click the Show/Hide button to make it visible/invisible.

   • 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.

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.

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.

   • Move the cursor over the column name you want to sort by, then click it. Click the column name again to reverse the sort order.

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 click the file name text box (A) 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 or 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, select a file, click the area below file name, and type in the text box.

  • In a list view, double-click the text box under the Description column to show the insertion point and then type text in it or right-click the file name and select Edit Value > Name, then enter the new name 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.