A. Main toolbar

The main toolbar is displayed across the top of the client screen. This toolbar gives you access to the major functions, such as uploading, downloading, and converting files.

Click Feedback  to send feedback on your experience with the Portfolio Web or Desktop client.

B. View options

The Portfolio clients can display assets in three View modes:  Grid View,  List View, and  Map View. Depending on your workflow, each View mode has its advantages.

See also: View options; Using Map view

C. Search tools

Use QuickFind to instantly search common item data fields, or switch to Advanced Find to search for items using a number of criteria.

See also: QuickFind; Advanced Find

D. Field tools

The Field Chooser allows you to choose data fields to display with each item in the Grid view, List view, and the Fields panel.

You can sort the Grid and List views on any data field, in either ascending or descending order.

See also: View options; The Field Chooser

E. Organizers panel

The Organizers panel at the left side of the window allows you to select one of the catalogs that are available to you, then displays the Galleries and Folders within that catalog.

To select a catalog, click the pop-up menu at the top of the panel.

Click a gallery or folder to display the items it contains in the main window.

Use  at the top of the Galleries list to filter gallery names.

Drag the separator between galleries and folders up or down to show more of one and fewer of the other.

Click  to the right of a gallery name to mark the gallery as a favorite (and move it to the top of the Galleries list).

See also: Organizers

F. Main window

The main window displays thumbnails and data within your catalog. When you select a catalog, gallery, or folder in the Organizers panel, the main window displays the assets within your selection.

You can refine how items are displayed using the main toolbar at the top. You can control:

• The sort order of assets on the page;

• Whether to display a grid or list view of your assets, or a map showing asset location information.

The main window also displays the results of any QuickFind or other catalog search.

See also: View options; Using Map view

G. Fields panel

The Fields panel displays file system and metadata information for items selected in the main window. Many of the fields that are displayed can be edited directly.

When you select a single asset, all of that asset’s catalog information and metadata is displayed in the Fields panel. Any metadata that you edit is changed only for the selected asset.

When you select multiple items, the Fields panel displays the fields that are common to all selected items. Any changes you make in the displayed fields will be applied to all items in the selection.

You can hide the Fields panel using the icon  at the top right of the panel.

See also: Asset properties and metadata

H. Status bar

The Status bar at the bottom of the window shows how many jobs have been processed. Click Jobs to view the results of individual jobs.

See also: Jobs

Shortcut menus

When you have selected assets in the main window, or an organizer in the Organizers panel, you can access common functions from a shortcut menu. Right-click one of the selected assets to reveal a menu of functions you can perform.