User Guide

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Chapter 9
Creating Portfolios Within Collections
Chapter Topics
What Is a Portfolio?
Creating a Portfolio
Saving and Renaming Portfolios
Managing Portfolios
Managing Records in a Portfolio
What Is a Portfolio?
Portfolios are subsets of collections — for example, a
collection of data records representing your family photos
might include separate portfolios for your children, your
parents, your brothers and/or sisters, your in-laws, and so
on.
Placing records in a portfolio does not remove them from a
collection, and any record in a collection may belong to
several different portfolios.