User Guide

Adding records to a portfolio
Portfolios 37
Adding records to a portfolio
To add records to a portfolio using the Portfolios
dialog box:
1. Select the records that you want to add to the portfolio
and choose Add to Portfolio from the Record menu.
The Portfolios dialog box appears with an Add To
button.
2. Choose a portfolio from the list and click Add To.
To add records to a portfolio by dragging them
from collections
Select the records in a collection that you want to add to a
portfolio and drag them directly onto the open portfolio
window.
Acquiring source files from within a portfolio
Source files can be acquired directly into portfolios either by
dragging and dropping or using the Acquire Source File
command while the portfolio window is active. A new
record for each acquired file is created in both the portfolio
and in the collection it is associated with.