User Guide

Saving and Renaming Portfolios
Creating Portfolios Within Collections 89
The title bar for the temporary portfolio displays a name
consisting of several parts, from left to right as follows:
• The name of the collection (Sample in the above
illustration)
•The word Temporary, indicating that this portfolio has
not been saved yet
• A temporary title in quotation marks (“Untitled” when
the portfolio consists of handpicked records, but when
you create a portfolio as the result of a search, the search
terms are listed here)
•The word Portfolio to make clear that this window is a
portfolio rather than a collection
• The view being displayed, in parentheses (Thumbnails)
The top of the window lists how many records are in the
portfolio.
Saving and Renaming Portfolios
Portfolios are temporary until you give them a name. If you
close a temporary portfolio before saving it, the portfolio is
discarded.
To save a temporary portfolio:
1. Click the Save Portfolio button in the portfolio window.
The Name Portfolio dialog box appears.
2. Type a name in the text entry box and click OK.