Affected Versions

This article applies to Portfolio 3.6.2. Portfolio 4.0 and Portfolio 4.0.1 versions from May 2026 onwards. After this date, activating your older Portfolio 3.6.2. Portfolio 4.0 and Portfolio 4.0.1 license requires the 2026 Portfolio License Patch to be applied as software licensing moves from Extensis/Monotype to PortfolioDAM LLC. Applying the 2026 Portfolio License Patch Update is a 10 minute stepped process. To arrange a session please contact upgrades@portfoliodam.com 

Activating Portfolio with a demo serial number

If you want to try out Portfolio, you can request a demo serial number to use the product for a limited time. Portfolio will not accept the full product serial numbers used to activate earlier versions.

On the Licenses panel, select "Try Portfolio for a limited time with a Demo Serial Number".

Enter the demo serial number and click Add Licenses.

The Licenses panel displays the number of days remaining in the demo period. All of Portfolio's add-on modules features are active during the demo period.