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## Categories Palette

The Categories palette lets you organize project items visually using a folder hierarchy.

Categories Palette
A | Categories Palette: To activate the palette choose Window > Show Categories.
B | List of Category Folders: All the folders associated with catalog items are listed. Drag folders up and down to create a hierarchy, or drag and drop folders from the Finder (Mac OS) or Explorer (Windows) to catalog and categorize in one step.
C | Expand/contract: Click to expand and contract the folder hierarchical list.
D | New Folder: Click to create a new folder at the current level of the hierarchy.
E | Remove from Category: Click to remove items (selected in the Gallery window) from the Category.
F | Delete Folder: Click to remove a folder from the palette.
G | Categories palette fly-out menu: Allows you to perform various tasks with folders and folder contents. Options are: New, Delete, Rename, Apply, Remove, Show Records in Categories, Show Records in Sub-categories, Create on Disk, Delete All Folders, Expand All Folders, Collapse All Folders, Import, Export, and Refresh. See page 170 for a description of each menu item.

Categories Palette Fly-Out Menu
Menu Option | Function Performed
New Category... | Create a new folder at the root level of the hierarchy.
Delete Category... | Delete the selected folder from the Categories palette.
Rename Category... | Rename the selected folder.
Apply Records to Category | Assign selected Gallery items to the Category.
Remove Records from Category | Remove selected Gallery items from the Category..
Show Records in Category | Find all cataloged items in selected folder and display them in the Gallery.
Show Records in Sub-categories | Same as Show Records in Category (above), but includes subfolders.
Create on Disk... | Copy folder and the original (source) files to the hard drive.
Delete All Folders | Deletes all folders from the Categories palette.
Expand All Folders | Expands all folders in the Categories palette.
Collapse All Folders | Collapses all folders in the Categories palette.
Import | Import saved categories (Portfolio .pjd file). Must be exported from a catalog.
Export | Export categories to a Portfolio .pjd file for importing into another catalog.
Refresh | Refreshes the Categories palette to reflect recent changes.