User Guide

Managing Records in a Portfolio
92 Chapter 9
Managing Records in a Portfolio
Adding and Deleting Records in a Portfolio
You can add existing records to a portfolio by dragging in
records from the collection to which the portfolio belongs,
or make new data records for source files that you acquire
into the portfolio and the collection at the same time.
To drag existing records into an open portfolio:
1. Arrange either the Thumbnails View or the Text List
View for the collection and for the portfolio to which you
want to add records so that both windows are visible at
the same time.
You can drag records from a Thumbnails View
window to a Text List View window; the only
difference is in how the records are displayed, not
in the records themselves.
2. In the collection window, click to select the record(s)
you want to add to the portfolio.
3. After you have selected all of the records you want to
move, click again and drag them into the portfolio
window.
White triangles will point outward on both sides of
where the records will be added when you release
the mouse.
4. Drop the records where you want them to appear in the
portfolio.
The records appear in the location you chose.