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  1. Extensis
  2. Portfolio 3
  3. How To & Best Practices

How To & Best Practices

  • Working at Home or a Remote Location using Portfolio - Recommendations
  • Updating Watchfolder Paths - Read First
  • Activating Product Licensing for Portfolio 3 version 3.6 or later
  • Migrating Portfolio 3.x to a New Server
  • GeoTagging Images
  • Changing the Configuration in Directory Services
  • Setting up Single Sign-On for Portfolio 3.x
  • Uninstalling Portfolio 3.x
  • Configuring and Applying Smart Keywords
  • Identifying ports in use on Mac and Windows Operating Systems
  • Adding Users to Portfolio
  • Configuring User Roles
  • 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 and 3.x to Portfolio 3.6.x

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