Portfolios let you collect a set of documents relating to a particular topic for convenient distribution. Portfolios can be created directly in Kofax Power PDF and other recent fully-fledged PDF editors. PDF Viewer uses a modern Flash-based PDF Portfolio interface to allow PDF Portfolios and packages to be viewed and used. A portfolio is superior to a package because it can contain sub-folders and documents of differing file types such as Word, Excel and PowerPoint documents and a wide range of image files. Packages contain only PDF files in a single folder level.
PDF Viewer does not allow you to create portfolios directly. Use some other PDF product to make a package, and open it in PDF Viewer. It becomes a portfolio and is displayed in the portfolio interface, allowing you to add subfolders and non-PDF files. The file is saved as a portfolio to a version 1.7 PDF file -- meaning that it can be fully opened only by recent PDF products: PDF Viewer 7 or above, Kofax Power PDF, Adobe Acrobat 8 or above.
When you open a document that was directly created as a PDF portfolio, it appears in a separate portfolio window, as described below. When you open a document that was transformed from a PDF Package to a Portfolio, it appears in the PDF portfolio window, but the PDF View menu and toolbars remain available.
A Portfolio – like a package – has a cover sheet that explains to a recipient what a portfolio is and how it can be used. A portfolio can additionally have a header panel above the file list or file thumbnails with user-defined content (maybe a title, logo or contact information) and/or an introduction page with user-defined text, image, text and image or a Flash format movie (swf). When a recipient opens a portfolio, its cover sheet is displayed, along with its introduction page (if created). These can both be dismissed, but the header always remains visible.
To open a portfolio or package, select it in the File Open dialog box accessed from the file menu or drag-and-drop a package or portfolio from your file system onto the PDF Viewer working area.
The 
Home and 
List
View buttons top left of the PDF
Portfolio toolbar let you toggle between the two views. Home shows
thumbnails of each file or folder in the portfolio. List view displays
a table with one row for each file or folder; there are four default columns
(name, description, modified, size) but other columns can be added and
re-ordered.
The next buttons let you 
open the first
selected file or 
open the
introduction page. This button becomes active only if an introduction
page is defined using the appropriate Edit Portfolio tool (see below).
Toolbar buttons on the right let you 
save or print 
the current file
or the entire portfolio.
You can also 
attach the current
file to a blank e-mail message.
The last button 
lets you
access portfolio options. This includes the ability to open the Edit Portfolio
window and view the cover sheet. Click Home or List view to remove the
Cover sheet display.
You can add files, add the whole contents of existing folders to a portfolio, or create new folders that you will fill.
by dragging and dropping files or existing folders onto PDF Portfolio Window, or
by choosing the corresponding shortcut menu item of the Options tool, or
by choosing the corresponding shortcut menu item from the PDF Portfolio Window, or
by clicking the corresponding button at the bottom left of the PDF Portfolio Window when the Edit Portfolio panel is open.
Tip:
Do not use File > Open to add files; that opens the file in the main program, not in the portfolio.
To edit a portfolio
The Options tool
has a drop-down menu that lets you display the Edit Portfolio panel
if it is hidden. This can also be done from the shortcut menu of
either the PDF Portfolio Window or any item in the portfolio. When the
Edit Portfolio panel is displayed, this menu item changes to Finish Editing
Portfolio.
These are the Edit Portfolio tools, described below from left to right:
Choose a layout or view to display item thumbnails within a portfolio. (Currently only the Basic Grid view is offered.)
Choose the type of Introduction Page to be added (if any) and prepare its contents. Similarly choose a header type (if any) and define its contents: texts, contact information, logos or images are possible. The chosen content always appears in a separate window above the file list or file/folder thumbnails.
Choose from pre-defined color schemes or specify custom colors for the background, primary and secondary cards, primary and secondary texts. Secondary text coloring is applied, for instance, to text entered as a description. Card color means the thumbnail or list area coloring. Custom color settings are valid only for the currently open portfolio.
Enable or disable displaying columns in List view, add more columns to the default ones (Name, Description, Modified, Size), specify the type of your new column (text, numeric, date), reorder columns, delete a column (except default ones), choose the key column for sorting items and select ascending or descending order for sorting.
Save or send the edited portfolio.
Portfolio items can accept descriptions. In Home view, click in the thumbnail under the file name and type in a description. In List view, enter text in the appropriate cell of the Description column.
Use the File menu or the Save toolbar button to save your portfolio to the location and name you specify in the Save As dialog box. Alternatively, the toolbar lets save your portfolio and send it via electronic mail from your default mailing application.
When editing is done, close the Edit Portfolio panel with its exit symbol or chooseFinish Editing Portfoliofrom the shortcut menu of the PDF Portfolio Window
To open an item
double-click its thumbnail in Home (thumbnail) view, or
use the shortcut menu of the selected item in Thumbnail or List view, or
double-click its icon in List view
select it and click the Open the first selected file tool in the Portfolio toolbar.
PDF items are displayed, but non-PDF items appear as attachments, with the buttons:
Open
in Portfolio – displays the document contents in the Portfolio window.
Open Attachment – displays the document in its associated
application
Save Attachment button – saves the file in its current file type
to a location you define with its existing name or a modified name.
To work with sub-folders
Choose Add Existing Folder to import all files from a folder on your system or drag the folder into the portfolio window.
Choose Create New Folder to place an empty folder which you can then populate.
To add items to sub-folders, select the desired sub-folder and use the Add files button or drag-and-drop files.
To move between sub-folders or return to the top level, select the desired folder in the path list that appears top left of the thumbnail or list display.
To save an item
You may want to save a single item from your portfolio. Do one of the following:
open a non-PDF item, click the Save attachments tool.
open a non-PDF item, click the Open attachment tool, view the file and save it in the usual way.
When non-PDF files are saved and re-opened for the first time, you may have to specify which application to use.
A portfolio file made via Power PDF can have any version from 1.3 to 1.7 – the default is 1.4.