Beginner
Working with your Assets
Objective: Edit & download Make basic edits to your files directly within Portfolio such as cropping or image conversion. For more robust asset changes, download the file and open the asset in the source application. Crop Files Double-click the asset ...
QuickFind Search Tips
Objective: Refine your QuickFind search Use any of these types of searches in the QuickFind field. With "All Assets" selected, you can search across all of your asset locations. Search Type Description Enter in Quickfind Single Term Enter any ...
Find your Assets
Objective: Search with Quickfind There are several ways to search for assets, including Quickfind, Advanced Find, Tags, Keywords, and navigating the folder structure, which we’ll discuss in later lessons. Portfolio's search functionality taps into ...
Build your Asset Collection
Objective: Add assets to your catalog Let’s start with the most popular way of adding assets; by using a Watch Folder. The Portfolio Administrator most likely configured the Watch Folder(s) by the time you first log in. These folders typically will ...
Portfolio Client User Interface Overview
Objective: Become familiar with the Portfolio Web Client Welcome to Portfolio®! Since you'll be using Portfolio and collaborating with your team members, get a jump start by becoming familiar with the interface and terminology.
Log Into the Portfolio Client
Objective: Log in to the Portfolio Web Client 1: In the address bar of your browser, enter: http://yourportfolioserver:8090 or https://yourportfolioserver:9443 “yourportfolioserver” is the hostname or IP address matching your Portfolio instance ...