How To & Best Practices
- Entering serial numbers into Portfolio 3 version 3.6 or later
- Upgrading From Portfolio 2.x to Portfolio 3.x
- Setting up Single Sign-On for Portfolio 3.x
- Uninstalling Portfolio 3.x
- Configuring and Applying Smart Keywords
- Updating Watchfolder Paths - Read First
- 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, 2.x and 3.x
- Upgrading from Portfolio 2.x to Portfolio 3.x