View and edit components of a PDF Portfolio

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.

PDF Portfolios created in Acrobat 9 can be opened in Acrobat 8 and Reader 8. However, the following PDF Portfolio features are not available in Acrobat 8 and Reader 8:
  • Welcome page

  • Header

  • Layouts

  • Color schemes

  • Custom columns in File Details view

  • Folders. All files inside the folders are available, but the folders do not appear.

  • File previewing

View file details

When you open a PDF Portfolio, the component files are arranged in a layout specified by the PDF Portfolio author. To view a detailed list of the component files, in the PDF Portfolio toolbar, click the File Details button . To return to the original view, click the Home button .

Sort, filter, and change the order of files or folders

By default, the initial order of files in the PDF Portfolio corresponds to the filename of the component files in the PDF Portfolio. You can use the File Details view to change the initial sort.

  1. In the PDF Portfolio toolbar, click the File Details button , if necessary.
  2. Do one of the following:
    • To sort by ascending and descending order, click a column name. Click it a second time to reverse the order.

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

    • To change the order of the columns in File Details view, drag a column name to a different location.

    • To specify the order in which files appear when the PDF Portfolio is initially opened, select a column name from the Initial Sort menu. Then click the button for ascending or descending order. Initial Sort affects Home view as well as File Details view.

    • (Acrobat Pro and Acrobat Pro Extended) To customize the initial order of files or folders, add a new column, specify a data type, and enter a value for each document. (For example, create a column named My Sort and specify Number as the data type. Then enter 1 for the first document, 2 for the second, and so on.) You can then specify this as the Initial Sort order. You can also use the Description column to customize the sort order. Double-click in the Description column next to each file or folder and type a value. Then sort by Description.

The sorting order remains in place for only the current session, or until you change the sorting. The next time you open the PDF Portfolio, it appears in the specified initial sort order.

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:

Preview component files in a PDF Portfolio

You can preview many types of files within a PDF Portfolio. Previewing is useful when you want to view, but not change, the contents of a file.

  1. From the PDF Portfolio Home view or File Details view, double-click a file. If necessary, click the Preview button .
  2. To preview component files one by one, click the Next File  and Previous File  buttons.

    When a component file is open in the PDF Portfolio previewer, a previewing toolbar appears below the PDF Portfolio toolbar. The type of file that is being previewed determines which tools are available.

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:
    • From the PDF Portfolio Home view or File Details view, right-click the file, and choose Open File In Native Application (for non-PDFs) or Open File (for PDFs).

    • From previewing mode, click the Open button in the previewing toolbar.

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