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Portfolio Help: Basics
 
 
What is Portfolio? Categories and how to use them  
Access levels Galleries and how to use them  
How to access a catalog Viewing and using "metadata"  
What you'll see: the Portfolio interface Emailing items  
Working with "views" Creating and using slideshows  
Searching for items Reporting bugs & problems  
 
 


Working with Views

When browsing a Portfolio catalog, you can change and customize the way you view records. Portfolio has three main view arrangements, which you can access with a single click via buttons at the top of any gallery window. These are Thumbnail View, List View, and Record View. The buttons on the toolbar that switch between views look like this:

Thumbnail View displays thumbnails for each record in a grid pattern. Beneath each thumbnail, field data for each record can be displayed (filename, record title, etc.). In this view, users easily browse catalogs visually, sorting through records by their thumbnails. To switch to Thumbnail View, click the Thumbnail View button.

List View lists records by filename (and/or other field data that users with higher-level access can change). Beneath the list of records, users can view the thumbnail and select field data for any record selected from the list. This view allows users to browse and sort a catalog by field data. By clicking on one of the field names just above the list of records, you can sort a catalog or gallery by the data in that field. To switch to List View, click the List View button.

Record View displays records one at a time (or in a vertical series) alongside select field data, allowing users to see a great variety of metadata for each record, and, if the catalog's administrators have so decided, to edit this metadata with ease. To switch to Record View, click the Record View button.

View customization is a more advanced feature that allows users to change particulars such as font and font appearance, background color or image, displayed fields, thumbnail sizes, and so forth, within each view arrangment. To learn more about how to do this, see the Customizing Views tutorial in the Advanced Help section.

 
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