Portfolios
All documents which you or other users may need on a specific topic can be grouped into portfolios.
Portfolios are indexed with the Created for and Subject fields. The entries indicating the author of the portfolio and its creation date are automatically added to the fields.
Portfolios can be typed. Typed portfolios only contain registers of one document type or documents of the same document type. In typed portfolios, folder index data in the form of hit list columns can be displayed for registers or documents. This data is not contained in mixed content portfolios.
Portfolios which are public can be queried by any user; private portfolios can only be opened by the creator and the users for whom the portfolio was created.
You can drag and drop documents and folders from the archive or filing tray into the portfolio, where they will appear as reference documents. If you edit documents in a portfolio, the changes are applied everywhere in the archive.
If you delete a portfolio, it can no longer be recovered. If you delete documents from portfolios, the documents in the archive will not be deleted.
The Portfolios search form can be used in the object search to search portfolios. You can save portfolio queries (see 'Saved Searches').
The Portfolios search form along with individual portfolios can be placed on the navigation from the hit list.
Users need the corresponding rights to open documents in portfolios.

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Go to the START ribbon tab and click Portfolio in the New group.
The index data form will open.
- Index the portfolio by filling in the Created for and Subject fields.
- Select whether the portfolio will be public or private.
- Specify whether the portfolio will be typed. With typed portfolios, select the register or document type which is the only type that may be contained in the portfolio.
- Select whether the portfolio should be opened after saving. The selected setting remains in place the next time a portfolio is created.
- Confirm by pressing Save.
The portfolio will be created and opened.
You can also create typed portfolios via the context menu of an object type in the object search or on the navigation.

You can drag and drop documents, registers, and folders from a folder window or a hit list to a portfolio.
- Open a portfolio from the portfolio hit list.
- Open a hit list or a folder window.
- Use the mouse to drag documents, registers, or folders onto the portfolio window. Typed portfolios may only contain registers or documents of the type that was specified when creating the portfolio.
The documents, registers, or folders are placed in the portfolio as references. They can be edited there.
If there is a reference to a portfolio on your navigation, you can simply drag documents, registers. or folders onto the reference.
Objects in portfolios will only be shown to users who have the rights necessary to access the index data.

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Go to the START ribbon tab and click Portfolios in the Search group.
The portfolio search form will open.
- Fill out the search form.
- Click Start search or press Enter.
The hit list will now open. It corresponds to the folder hit list (see 'Folder Hit List'). Typed portfolios are flagged with a green icon in hit lists.
You can add the portfolio search to the navigation and quickly hide and show it from there.