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## Categories Palette

Portfolio 5.0 offers the ability to organize groups of records visually, using a folder hierarchy which is accessible through the Categories palette.

For example, you might want to use this feature to organize:

- all the versions of a job file, such as low and high resolution images, RGB version, CMYK files, etc.

- all the elements of a print job, such as the document files, images, and fonts

The Categories palette consists of a hierarchy of folders that are linked to items in the catalog. By double-clicking a folder icon on this palette you can display all the cataloged items in a folder and, optionally its subfolders.

Working with the Categories palette can make organizing and cataloging project files a snap. Using options on the Categories palette you can create the folder hierarchy manually, then drag items from the catalog onto the Categories palette folders to link them. Or you can catalog an entire job of items in nested subfolders automatically by dragging folders from the desktop (Mac OS) or Explorer (Windows) directly onto the Categories palette. When you drag folders onto the Categories palette, items in those folders are automatically added to the catalog and linked to their respective folders (sub-directories become sub-categories).

By working with data the other direction—dragging folders from the Categories palette to the hard drive—you can recreate an entire job (folders, subfolders, and the cataloged contents), or any number of individual folders and contents, on any local or network volume in one easy step.