Looking for guides and tutorials on Portfolio?

Looking for guides and tutorials on Portfolio?

For information on getting started and making the most out of Portfolio, go to the Portfolio Learning Center.

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    • Related Articles

    • Activating Portfolio

      Affected Versions This article applies to Portfolio 3.6.0 and later versions. Solution Activating Portfolio with your Extensis account NOTE: Portfolio must connect to cwsg.extensis.com on port 443 to activate; for more information, go to Extensis ...

    • Licensing Portfolio

      After you install Portfolio, you will need to license the software through Portfolio Administration before doing anything else. To start Portfolio Administration, start your browser, then enter the IP address of the server system, followed by :8091 ...

    • Portfolio Glossary

      Following are some terms used throughout Portfolio and its documentation. Some are technical (“computer”) terms that relate to Portfolio features and services, some are fundamental concepts within Portfolio, and some are terms that relate to Digital ...

    • Portfolio checklist

      Use this checklist to help you make sure you are ready to install and configure Portfolio. License Administrator Be sure to have the Extensis account information (email address and password) for your Portfolio License Administrator. You need this ...

    • Portfolio catalogs

      In Portfolio, a catalog is a collection of digital assets, typically related either in the simplest sense (they’re all your organization’s assets) or based on some organizational principle (they’re all the assets used by the News department of the ...