You can sort and preview component files in a PDF Portfolio, as well as open, edit, and save component files in their native application. Some file types require that you install the native application on your computer.

View files in a list

In Preview mode, click the Files button in the PDF Portfolio toolbar. To sort file details by ascending and descending order, click a column name. Click it a second time to reverse the order.

Edit file details in a list (Acrobat Pro)

  1. In Edit mode, click the Details pane.
  2. Do any of the following under Columns To Display:
    • To show or hide a column in the list, click in the checkbox.

    • To add a column, type the name in the Add A Column box, select a data type from the menu, and click the Add button .

    • To delete optional columns, hold the pointer over the column name until the Delete button  appears, and then click the button. You cannot delete required columns, such as Name, Description, Size, and others.

    • To change the order of a column, select it and click the Up or Down Arrow. You can also drag a column in the file list on the left.

    • To change the order of files, see Sort, filter, and change the order of files or folders.

    • To add or change information in a column, display the column and type the information in the files view on the left. For example, to add descriptive information about the file, display the Description column, then type in the box.


    Note:

    If the column you want to edit isn’t visible on the left, change its order. Select the column on the right and click the Up Arrow.

Add files and folders to a PDF Portfolio (Acrobat Standard)

You can add files and folders to an existing PDF Portfolio in either Layout (Preview) mode or Files mode.

  1. Right-click in the PDF Portfolio window and choose Edit Portfolio.

  2. Do any of the following:

    • To add a folder, right-click and choose Create Folder.

    • To add files from your computer, drag any files or folders into the PDF Portfolio workspace or onto a folder.

    • To move files to a different folder, drag them.

Note:

For best performance, keep the total number of component files at 15 or less, and the total size of all component files under 50 MB.

Remove files and folders from a PDF Portfolio (Acrobat Standard)

If you delete a folder, all of the files within it are deleted from the PDF Portfolio.

  1. In Edit mode, select one or more files or folders in the PDF Portfolio and press Delete. Or click the Delete File icon on the card, if available.

Sort, filter, and change the order of files or folders (Acrobat Pro)

By default, component files are arranged and sorted alphabetically by filename. Files appear and print in this order.

You can change or customize the order in which files appear. However, files always print alphabetically.

Note:

Sorting files in Preview mode changes the order only for the current session. The next time you open the PDF Portfolio, it appears in the specified initial sort order.

  1. In Edit mode, do any of the following:
    • To sort required columns by ascending and descending order, click a column heading. To sort optional columns by ascending and descending order, click outside the column heading text box. Click a second time to reverse the order. (For information about optional columns, see Edit file details in a list.)

    • To sort by the values in a specific column, choose the column from the Initial Sort menu in the Details pane on the right.

    • To change the order of the columns in the list on the left, drag a column name to a different location. In the Details pane on the right, under Columns To Display, you can also drag a column name to a different location. Or, use the Up Arrow or Down Arrow.

    • To specify the order in which files appear when the PDF Portfolio is initially opened, select a column name from the Initial Sort menu on the right. For example, to display files according to the date they were modified, make sure Modified is selected under Columns To Display. Then choose Modified from the Initial Sort menu. Initial Sort affects Layout view as well as Details view.

    • To reorder files in a custom way, drag files in the list on the left. Reordering files creates an Order column in the Initial Sort menu on the right, and automatically selects it as the initial sort.

    Note:

    In a mini-navigator or Grid layout, click the Layout pane, and then drag files and folders to achieve the order you want. The mini-navigator appears in Click-Through, Linear, and Wave layouts.

  2. Save the PDF Portfolio.

    If the PDF Portfolio contains form response files or Outlook messages, you can filter the content according to different criteria. For more information, see these videos:

Open, edit, and save component files

You can open, edit, and save a component file in its native application, as long as the application is installed on your computer. Any changes that you make to component files do not affect the original files outside your PDF Portfolio.

  1. Do one of the following:
    • In Preview mode, right-click/Control-click the file, and choose Open File In Native Application (for non-PDFs) or Open File (for PDFs).

    • In Edit mode, double-click the file.

    Note:

    The component file opens in a separate window. If you’re viewing the PDF Portfolio in a browser, the file opens in the standalone Acrobat product, outside the browser.

  2. If a confirmation dialog box appears, select Open This File or Always Allow Opening Files Of This Type—if you trust the format—and click OK.
  3. Edit the file as needed, and then save the file.

Edit component filenames and descriptions in a PDF Portfolio

  1. In Edit mode, do any of the following:
    • To edit the displayed name of a component file, select the file. Then click in the Display Name text box to show the insertion point. You can also click the Show Info View icon  on the card to edit the Display Name on the back of the card. (In Details view, Display Name is a column.)

    • To edit the description of a component file, click the Show Info View icon. Then click in the Description text box to show the insertion point. (In Details view, Description is a column.)

    • (Acrobat Pro) To change or embed the font used for the text, use the Portfolio Properties panel at the bottom of the Layout pane. The text changes to the new font properties throughout the PDF Portfolio.

Extract component files in a PDF Portfolio

You can extract or drag files out of the PDF Portfolio window onto your computer. Extracting does not delete the file from the PDF Portfolio.

  1. Do either of the following:
    • In Layout mode, click the Extract File icon  in the component file.

    • Select one or more files, and then drag them to your computer.

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