by Eric Mcguire, Integrated Sales and Support
Portfolios aren’t just for . 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- 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
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 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.