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Portfolio Help: Advanced
 
 
Creating and sharing catalogs - Assigning keywords
Defining metadata - Editing field data
- Keywords - The Properties window
- Custom fields Organizing and grouping records
Adding items Customizing views (galleries, etc.)
Deleting items Getting items from the server
Assigning metadata Preferences
 
 

Preferences

The Preferences window allows users to change the way some of Portfolio's basic functions operate. To open it, choose Portfolio > Preferences (OS X), or Edit > Preferences (OS 9, Windows).

There are a variety of different customization options available via the Preferences window; this guide will only cover the more useful ones. If you would like to learn about the options not covered here, visit the FML to check out a Portfolio manual, or contact Fred Lifton.

The functions that are important include:

  • Prompt to Save Untitled Galleries. (General tab) Controls whether Portfolio prompts you to save untitled galleries before you close them. (Recommended)
  • Confirm Delete from Catalog.(General tab) This option dictates whether Portfolio will confirm the action any time you attempt to delete an item from a catalog.
  • Delete Key Function. (General tab) A pull-down menu that allows you to dictate whether the delete key deletes an item from the current gallery or from the whole catalog.
  • Double-Click Function. Details whether double-clicking on an item shows a preview, shows properties, or edits the original file.
  • Default Open Mode. Sets the access level that Portfolio automatically uses when opening a catalog. If certain access levels require a password, you will still need to enter it on opening the catalog.
  • Image Dimensions. (General tab) This option dictates whether Portfolio will confirm the action any time you attempt to delete an item from a catalog. Sets the format for display of an image's dimensions in the Preview window (pixels, inches, centimeters, or millimeters).
  • Prompt for Cataloging Options. (Cataloging tab) Controls whether Portfolio opens the Cataloging Options window when you add items to a catalog, as well as whether Portfolio follows certain commands and applies certain rules to items it adds. (We recommend leaving unchecked the option "Do not prompt for Cataloging Options.")
  • QuickFind Parameters. (QuickFind tab) Via this Preferences tab, users can specify which fields a QuickFind will search, as well as whether the QuickFind opens a new gallery or displays its results in the currently selected gallery window.

 
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