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## Working with an Item's Source File

Once you have identified a catalog item you want, you can work with it from within the open catalog. For example, you can:

- Switch to another program to edit the source file (the original file to which the catalog entry points).

- Move, Copy, Delete, Find, or Rename the source file.

- Find out more information about the item.

- Print thumbnails or the item itself.

Tip: To change the application that will be used to edit the item’s source file, hold down the Option (Mac OS) or Shift (Windows) key while choosing Edit Original... from the Item menu. Locate the application that you want to open the item with. The selected application becomes the one that Portfolio associates with the file until you change it.

To Edit an item’s source file:

1. Select the item in the Gallery window, or open a Preview window for the item.

2. Choose “Edit Original&ldots;” from the Item menu [Command+M (Mac OS) or Ctrl+M (Windows)].

   Portfolio remembers the name and location of the application last used to edit the source file for any item of the same type and creator. If necessary (such as the first time you attempt to edit a file of a particular type) you will be prompted to choose an application and to specify where the application is located.

3. Portfolio launches the application, and opens the source file for editing.

4. Make the changes you want, save the file, and quit the application.

   After quitting the editing application, you are returned to Portfolio.

To Copy a source file:

1. In the Gallery window, select the item(s) whose source file you want to copy.

2. Choose Item > Copy Original&ldots; [Command+Option+C (Mac OS) or Ctrl+Shift+C (Windows)].

3. In the file directory dialog box, locate and select the folder you want the original file copied to.

4. Click the “Select” button at the bottom of the directory dialog box.

   Portfolio copies the source file into the folder you specified.

Note: You can also copy source files by dragging items from Gallery windows onto the desktop or into folders.

To Move a source file:

Important: In a multi-user setting, be careful about moving or deleting source files unless you are sure that your entire workgroup wants the files moved or deleted.

1. In the Gallery window, select the item(s) whose source file you want to move.

2. Choose Choose Item > Move Original&ldots; [Command+ Option+Y (Mac OS) or Ctrl+Shift+Y (Windows)].

3. In the file directory dialog box, locate and select the folder you want the original file moved to.

4. Click the “Select” button at the bottom of the directory dialog box.

   Portfolio moves the source file into the folder you specified.

   Note: “Move Original&ldots;” moves the source file from its current location to the one you specify. If the source file is locked, “Move Original...” does not move the file, but makes a copy of it in the new location.

   Portfolio automatically updates the catalog after you move a file.

To Delete a source file:

WARNING: Be very careful when using the “Delete Original” command to delete source files. Once you confirm the deletion the files are deleted immediately and cannot be recovered.

1. Select the item in the Gallery window.

2. Choose Item > Delete Original... [Command+ Option+X (Mac OS) or Ctrl+Shift+X (Windows)].

3. Click “Cancel” if you change your mind or “OK” to confirm that you want to delete the file.

Important Mac OS: If you drag an item to the trash, the original item, not a copy, is placed in the trash.

To Find a source file:

1. In the Gallery window, select the item(s) whose source file you want to find.

2. Choose Choose Item > Find Original... [Command+ Option+F (Mac OS) or Ctrl+Shift+F (Windows)].

   The source file will be located and highlighted. Mac OS: If you select more than one item, Portfolio will open a window for each folder containing found items, and highlight all the found source files.

   If any of the requested source files cannot be found, Portfolio will locate the files that it can, and present a dialog indicating that one or more source files could not be found.

To Rename a source file:

1. Select the item in the Gallery window.

2. Choose Item > Rename Original... [Command+ Option+N (Mac OS) or Ctrl+Shift+N (Windows)].

3. Click “Cancel” if you change your mind or “OK” to confirm that you want to rename the file.