How To & Best Practices
- Configuring and Applying Smart Keywords
- Updating Watchfolder Paths - Read First
- Entering serial numbers into Portfolio 2017 version 3.6 or later
- Identifying ports in use on Mac and Windows Operating Systems
- Adding Users to Portfolio
- Setting User Access Levels
- How to Create Catalogs
- Granting Catalog Membership
- Creating a Master Keyword List
- Antivirus exclusions for Portfolio 1.x, 2016 (2.x) and 2017 (3.x)
- Upgrading from Portfolio 2016 to Portfolio 2017