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 API-Key from Catalogue Creator in Marketplace if you haven’t already gotten one. You can reuse the same API-Key for future new portfolio creation. The generated API-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 API-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 API-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 API-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.
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