Create and customize a PDF portfolio

by Eric Mcguire, Integrated Sales and Support

Create and customize a PDF portfolio

PDF Portfolios aren’t just for pdfs. You can store various files (e.g. Microsoft Word, spreadsheets, CAD drawings, notepad) and integrate them into a single master PDF file. Individual files retain their identity and can be opened independently of other files in the portfolio.

Merging various file sources into a PDF portfolio offers several advantages:

  • Effortlessly add or remove files. No need to locate and select pages that came from those files
  • Preview files without opening them in their native application
  • Edit individual files without affecting other files. Changing a page number, for instance, will not affect the page number in other documents. All non-PDF files in a PDF Portfolio can be edited in their native application without taking it out of the portfolio.
  • Publish a PDF Portfolio and share it with others
  • Click a column name to add, delete, hide, or customize component files
  • Print all or selected component PDFs
  • Search all or a single file, including non-PDF files
  • Transfer non-PDF documents to the portfolio without converting them to PDF
  • Edit component files without altering the originals. Access your PDF Portfolio on your network without disconnecting or losing its components.

Create a PDF portfolio with Foxit PhantomPDF

Use Foxit PhantomPDF to create a new PDF portfolio from scratch. Customize the portfolio by adding or deleting files, or organizing documents into folders.

Creating a new PDF Portfolio just takes a few clicks:

Click convert -> create -> PDF Portfolio -> create a blank PDF Portfolio

Alternatively, you can:

Click file -> create -> PDF Portfolio -> create a blank PDF Portfolio

To create a new portfolio from a file:

Click convert -> create -> PDF Portfolio -> create a new PDF Portfolio

Attach files to the portfolio by selecting the files and clicking Open. You can also add files via copy-and-paste or drag-and-drop.

Customizing a PDF Portfolio

Use PhantomPDF to navigate your portfolio and perform any of the following:

  • Delete files by clicking the delete icon in the document’s upper right corner or right-click and hit delete.
  • Extracting a file? Click the save-icon icon in the upper right or right click to locate the icon. Enter the file name to remove the file.
  • Edit portfolio description by clicking file -> properties -> description.

As you can see, PDF Portfolios come in handy for organizing documents of any kind, not just PDF files. Try them for yourself.


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