Portfolio can display a number of palettes. Palette screen locations and show/hide state are remembered between sessions. Custom field palette display states are remembered on a per catalogue basis, all others per application session (i.e. on re-opening Portfolio you'll see the palettes previously displayed, even if the catalogue is a different one).
All palettes have a fly-out menu that can be called by the triangle icon top right of the palette or by simply right-/Ctrl-clicking on the palette window itself. In all cases the options available (not greyed out) on the fly-out menus will depend on the access level of the current user. On the Windows OS, only, palettes may docked together into groups (described below).
The options available on the palette fly out menus may vary according to the users access level - unavailable options will be greyed out.
These are the available palettes, plus a short note on docking:
This dialog is called from the Window menu:
Each Catalogue currently open is listed on a separate line. In the example above, 2 different Catalogues are open. The magnifying glass icon which toggles on/off by mouse-click indicates whether that Catalogue will be used in any multi-Catalogue searches. In this example below, one Catalogue has been de-selected.
This is the palette's context menu contents:
This dialog is called from the Window menu.
The palette shows all the Categories in the current Catalogue. Use the triangle (Mac) or '+' icons (Windows) to open out nested Categories. Double clicking any folder icon will open a Gallery showing all the Items in that Category. The palette's context menu contents:
This dialog is called from the Window menu:
This palette lists all saved Cataloging Options. A preset applies all the metadata (only) settings of a saved set of cataloguing options. The palette's context menu contents:
This dialog is called from the Window menu:
This palette lists all Saved Finds in the current Catalogue (parent catalogue of the Gallery window in focus). The palette's context menu contents:
This dialog is called from the Window menu:
This menu displays the Master Keyword List (MKL) - if one has been created (though the option is available regardless). The list auto-scrolls as you type in the top box to aid fast access to keywords. Select a single keyword or do Cmd/Ctrl+click or Shift+click multiple selections. With keyword(s) selected there are two options which may be effected either via the menu or the buttons at the bottom of the palette. The palette's context menu contents:
This dialog is called from the Custom Field Palettes sub-menu of the Window menu. Every Custom Field that uses a pre-defined list will generate a 'Master' palette. Thus even if you don't use a list for data input purposes it can be worthwhile to add one to aid searching your data. The name of the palette is the name of the Custom Field; in the example below, the Field is called "Processed?".
Note that unlike the MKL palette there is no type/auto-scroll text box. Otherwise, the function is the same with the target field being that named in the palette's title. Select a single keyword or do Cmd/Ctrl+click or Shift+click multiple selections. With keyword(s) selected there are two options which may be effected either via the menu or the buttons at the bottom of the palette. The palette's context menu contents:
The Windows OS (only) allows palettes to be docked. To do this open 2 or more palettes, click on the title tab of the palette and drag it over the first palette. The result is as seen below (here with 3 docked palettes):
Portfolio doesn't remember the docking state during an application session (but does save such data at the end of a session). If, during a Portfolio session, you dock 2 palettes and close the palette window both palettes close. Open one of them again and only that one opens (you might have expected the docked 'set'). However, if you open the second (previously docked) palette from the Window menu and the first palette is in the same location as when last closed the second palette 'auto-docks' itself. So the trick is that although you need to open each palette separately, if they open in the same location (e.g. where you last closed them when docked) they will re-dock themselves. Fiddly, but it works.
Undocumented is the fact that (Windows OS) palettes will 'stick' to the margins of the screen if moved slowly up to any screen edge. The palette will then slide up and down that edge remaining 'docked' via its outer edge. To re-float the palette, drag it quickly away from the screen edge.
Question: Palettes (v7/8.5) [FAQ00025.htm]
Last Update:- 18 September 2007
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