Manage Files workspace

When you launch Portfolio the Manage Files workspace will be displayed. This workspace contains a list of recently-used files and buttons to manage them (see Recent Files list). When you open Portfolio for the first time, this page will be blank; as you create and open documents, the files will be shown here.

Manage Files workspace

The buttons on the workspace ribbon are explained in the table below.

Button Function
New Document button Creates a new document (see Create a new file).
Open button Opens an existing document (see Open an existing file).
Close button Closes the opened document.
Protect button Protect the selected document by encryption and password-controlled access (see Protect a file).
Manage Configuration button Opens a dialog where you can manage configuration templates (see Configuration templates).
Set Configuration Folder button Opens a dialog to select the storage location for configuration templates, mapping templates and visualization templates.
Plugins button Opens a list of plug-ins that have been loaded into the application (this information may be needed for troubleshooting).
License Manager button Opens the License Manager window.