Use the publish card to upload your catalogue to the server.
In the Portfolios tab, you can choose to upload to a new portfolio or to an existing portfolios which you have administration rights to.
Portfolios tab in Publish card.
New Portfolios: Used to create new portfolios; portfolios are a means of controlling access to a project and getting the unique catalogue/portfolio id. The following dialog will be shown once you click on the button, key in the portfolio name and Catalogue Key from Catalogue Creator in Marketplace if you haven’t already gotten one. You can reuse the same Catalogue Key for future new portfolio creation. The generated Catalogue Key comes with its own label, usually the name of the manufacturer. Once created, the new portfolio will be opened in a new tab with a catalogue/portfolio id assigned to it. Note that portfolio name cannot be a number.
Portfolio name and Catalogue Key needed to create a new portfolio.
Delete Portfolio: Deletes the portfolio from the server for good. The operation cannot be undone, use with caution ! Use of the delete operation requires the same Catalogue Key that creates the portfolio.
Refresh Portfolio List: Refresh and listing of portfolio(s) which you have administrator rights to.
Search: Search works for catalogue code, db3 name, catalogue/portfolio id, portfolio description and portfolio name. Portfolios that match the search will be highlighted.
4. Selecting Portfolio: The portfolios are grouped by Catalogue Key in alphabetically order and are further sort by the portfolio’s parent in a tree view. Opening multiple tabs/portfolios is allowed.
- Open Portfolio: Select one of the portfolio then click Open Portfolio button to open the portfolio in a new tab.
- Double clicking: on a selected portfolio will open the portfolio in a new tab.