User Guide

Portfolios
4
4-1
ImageAXS 4.0
4
Portfolios
Chapter Topics Creating a new portfolio 4-3
Adding records to a portfolio 4-5
Removing records from a portfolio 4-7
Sorting records in a portfolio 4-8
Opening an existing portfolio 4-9
Closing a portfolio 4-10
Deleting a portfolio 4-11
Overview
ImageAXS allows you to name and save subsets of records as
portfolios, which you can recall whenever you want. Placing
records in a portfolio does not duplicate the records or remove
them from the collection; it merely tags them as belonging to a
specific group. Later, the program uses these references to quickly
recall the records in the portfolio.
You can create many portfolios in a single collection, and records
can be included in many portfolios.
A portfolio window functions exactly like a collection window
except that the records in a portfolio window are saved in the
order in which you place them.
Changes made to the records in the portfolio window are
automatically reflected in the collection window, with one
exception: removing a record from a portfolio does not remove it
from the collection window. If you remove a record from a
collection it is automatically removed from all portfolios
associated with that collection.
Chapter 4
4.0
ImageAXS