Working with component files in a PDF Portfolio

You can sort and preview component files in a PDF Portfolio, as well as open, edit, and save component files in their native application. Some file types require that you install the native application on your computer.

View files in a list

In an opened PDF Portfolio, click View > Portfolio > Details. The list of component files in the PDF Portfolio is displayed below the secondary toolbar. To sort file details by ascending and descending order, click a column name. Click it a second time to reverse the order.

Edit file details in a list (Acrobat Pro)

  1. In an opened PDF Portfolio, click View > Portfolio > Details.

    The list of component files in the PDF Portfolio is displayed below the secondary toolbar.

  2. Do any of the following in the files list pane:

    • To show or hide a column in the list, right-click and choose View and select the column name.

    • To sort required columns by ascending and descending order, click a column heading. Click a second time to reverse the order

    • To add or change information of a file, right-click the filename and select Edit Value and then choose the type of information you want to update. For example, to add descriptive information about the file, right-click on the filename, choose Edit Value > Description. In the Edit Description dialog, enter the file description.

    • To add a column, right-click and choose Portfolio Properties. In the Portfolio Properties dialog box, click Add and type the name of the column you want to add and click OK.

    • To delete optional columns, open the Portfolio Properties dialog box, select the column name that you want to delete, and then click Delete. You cannot delete required columns, such as Name, Modified, Size, and Created.

    • To change the order of a column, open the Portfolio Properties dialog box, select the column name, and click the Up or Down button. You can also drag a column in the file list pane.

    • To change the order of files, see Sort, filter, and change the order of files or folders.

Add files and folders to a PDF Portfolio

You can add files and folders to an existing PDF Portfolio in either Layout (Preview) or Details (files list view) mode.

  1. In the secondary toolbar, click Add Files and choose Add Files or Add Folder.  

    Alternatively, you can also add files or folders by performing any of the following methods:

    • In the Layout view, right click in the left pane and choose Create Folder. Else, if you are in the Details view, then right click in the files list pane and choose Create Folder.

    • To add files from your computer, drag any files or folders into the left pane (Layout view), or  files list pane (Details view). You can also drag file or folder onto a folder to add it to your portfolio.

Note:

For best performance, keep the total number of component files at 15 or less, and the total size of all component files under 50 MB.

Remove files and folders from a PDF Portfolio

If you delete a folder, all of the files within it are deleted from the PDF Portfolio.

  1. Select one or more files or folders in the PDF Portfolio and press Delete. Or click the Delete File icon in the secondary toolbar.

Rearrange files and folders in a PDF Portfolio

In the left navigation pane, you can drag and drop files to do the following:

  • Rearrange files within a folder of the PDF portfolio.
  • Drop files to folders, or folder to another folder provided both are at a same level or folder.

Sort, filter, and change the order of files or folders (Acrobat Pro)

By default, component files are arranged and sorted alphabetically by filename. Files appear and print in this order.

You can change or customize the order in which files appear. However, files always print alphabetically.

Note:

Sorting files in Layout (Preview) mode changes the order only for the current session. The next time you open the PDF Portfolio, it appears in the sort order specified in the Portfolio Properties dialog box.

  1. Open the Portfolio Properties dialog box.

    Note:

    If you are in the Layout view, then right-click in the left pane and choose Portfolio Properties. Else, if you are in the files list view, then right-click in the files list pane and choose Portfolio Properties.

  2. In the Portfolio Properties dialog box, do any of the following:

    • To change the order of the columns in the files list pane, select a column name and use the Up or Down button to rearrange.

    • To specify the order in which files appear when the PDF Portfolio is initially opened, select a column name in the Sort By menu, then specify the Sort Order. For example, to display files according to the date they were modified, make sure Modified is selected in the Sort By menu and then specify the Sort Order as Ascending or Descending.

    • To specify the way PDF Portfolio is displayed, select the display option from the Initial View menu.

  3. Save the PDF Portfolio.

Open, edit, and save component files

You can open, edit, and save a component file in its native application, as long as the application is installed on your computer. Any changes that you make to component files do not affect the original files outside your PDF Portfolio.

  1. Do one of the following:
    • In Layout (Preview) mode, right-click/Control-click the file, and choose Open File In Native Application (for non-PDFs) or Open File (for PDFs).

    • In the upper-right corner of the Acrobat window, click the Open Document link.

    Note:

    The component file opens in a separate window. If you’re viewing the PDF Portfolio in a browser, the file opens in the stand-alone Acrobat product, outside the browser.

  2. If a confirmation dialog box appears, select Open This File or Always Allow Opening Files Of This Type—if you trust the format—and click OK.

  3. Edit the file as needed, and then save the file.

Edit component filenames and descriptions in a PDF Portfolio

  1. Open the files list pane by choosing View > Portfolio > Details.

    In the files list pane, do any of the following:

    • To edit the displayed name of a component file, right-click the filename and choose Edit Value > Name. Enter the new name for the component file and click OK. The updated name is displayed under in the Name column of the files list pane.

    • To edit the description of a component file, right-click the filename and choose Edit Value > Description. Enter the description text and click OK. The updated description is displayed under the Description column of the files list pane.

Extract component files in a PDF Portfolio

You can extract or drag files out of the PDF Portfolio window onto your computer. Extracting does not delete the file from the PDF Portfolio.

  1. Do either of the following:
    • In Layout or Details mode, right-click the component filename and select Extract From Portfolio.

    • Select one or more files, and then drag them to your Desktop.

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