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## Preparing Documents and Images for Cataloging

Portfolio works directly with many products to make cataloging fast and easy. This section describes how to prepare documents in various applications so that cataloging them is as easy as possible.

Adobe Photoshop 3.0.x through 5.5

You can save thumbnails, keywords and captions from your Photoshop documents for use in Portfolio catalogs.

To include a thumbnail and preview in Photoshop:

1. Choose “General...” from the Preferences submenu in Photoshop’s File menu.

2. Click “More.”

3. In the Image Previews section of the dialog box, select “Always Save.”

4. Click “OK.”

Tip: You can use Portfolio Mappings (Catalog > Cataloging Options: Mappings tab) to extract all user added data in the File Info fields of Photoshop files.

To include keywords and captions in Photoshop:

1. Choose “File Info” from Photoshop’s File menu.

2. Enter your caption in the caption field.

3. Click “Next” to switch to the “Keywords” panel.

4. Enter your keywords.

5. Click “OK” to close the dialog box.

Adobe Illustrator 7.0 and 8.0

Illustrator automatically saves a thumbnail that Portfolio can display into native (.ai) files.

For Illustrator EPS files, in the Save Options dialog, choose to save both a thumbnail and a preview.

Adobe PageMaker 6.5 (Macintosh only)

PageMaker saves thumbnails that Portfolio can display in the catalog.

Macintosh Tip: Included on the Extensis CD for Portfolio users is a free Quark XTension “Extensis QX-Drag&Drop.” This powerful XTension gives QuarkXPress the ability to accept drag and drop items, such as the items in your Portfolio catalogs. Before you can use this XTension you must run the QX-Drag&Drop Installer to install it in your Quark XTension folder.

QuarkXPress 3.31 and above (Mac OS)

You can save thumbnails of your documents for use in Portfolio catalogs.

To attach a thumbnail in QuarkXPress:

1. When saving a QuarkXPress document, make sure that “Include Preview” is selected in the QuarkXPress Save dialog box.

   This will save a black-and-white thumbnail of the first page of your Quark document.

Tip for Mac OS: Included on the Extensis CD is the XTension “Visions Edge Preview Editor Lite,” which allows you to save full-color thumbnails of your QuarkXPress documents. Refer to the instructions accompanying the XTension for help. (Extensis cannot offer Technical Support for Preview Editor Lite.)