Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member
So, we are looking at a very simple portfolio. There are just three files here, and it's using one of the default layouts and themes, and it definitely does the job. It includes three different files in one PDF, so it's doing the basics, but there's so much more that you can do with a portfolio than what we see here. So when you open a portfolio, if you want to customize it, all you need to do is click the Edit button at the very top. Let's talk about a few different ways that you might want to customize this. One thing that you might want to do would be to add some sort of background picture or text to the header or to the body.
If I click in the Header, then you'll see a new panel appears at the bottom called Header Properties. And if you have a template, you can use that. You can see there is a bunch of templates that can choose from. So if I said, for example, Text and Image, it puts a little frame here to add your own text and then another little frame to add an image. Or I could say None, and instead add my own. So I could click Add Text, and it creates a frame on its own that I could drag around wherever I'd like. So maybe I'll just go ahead and add some text, and I'll call this New Employee Packet, and I can select that text, and you can see down here under Textfield Properties, I can choose any one of these typefaces-- let's try Tahoma--and then you can choose to embed the typeface.
A little information button will tell you that if you choose to embed a typeface that means that everybody who gets this portfolio will see it in that actual typeface. Otherwise, if the typeface itself is not that important to you, you can choose not to embed it, which will reduce the file size a bit. I think it's a little small, so I am going to increase the type size to 18, maybe make it bold. If you don't have a bold version of the font then it won't make it bold, but we do have a bold version of Tahoma. And you can change the color as well, just by clicking this little color square.
So maybe I will make it this red color. As you're working and modifying and customizing your portfolio, you can always click the Preview button to get an idea of what it's going to look like, because while you're editing sometimes it doesn't give you true preview. Like you can see that we got rid of the little outline around here. So I am going to go back here and maybe I think, "You know what? I think I'll move it closer." So again, to get back to Header Properties, you have to keep remembering to click in Header. Then you can change the background color.
So right now, it is a solid fill of a certain color. Let's try a linear gradient or radial gradient. I like linear gradient, and then you can choose different colors to be in the linear gradient and then the gradient intensity. So from very light--and that sort of reverses the gradient--to darker kind of like that kind of looks interesting. Different layouts will allow you to do different things to the layout. Now something else you might want to do would be to add a background image.
Now to add a background image, you want to look for the Background panel, and it's kind of buried here. If you noticed, there was a scrollbar. So you can scroll all the way down. Right underneath color palettes, we have background. Right now, the background is using a linear gradient of this blue color. You can choose a different color, like let's try that green one I just had. That's kind of interesting. Maybe that's little too much, reminiscent of a baby puke. Let's try that one. No. We will stay with this. That one is kind of cool. I like that.
Or you can choose a solid fill or a radial gradient, and you can reduce and increase the intensity. You can also choose an image. So if we say Choose New then it prompts you to select an image to use, and it uses the usual PNG, JPEG, or bitmap. So I have a folder called artwork. Let's try the oil press, and that's pretty big. It takes up the whole thing.
But down here under background image, you can say under Image Scale > Actual Size. You could say Show All so that it scales it to fit, and then you can reduce the opacity, because that's a little overwhelming I think. But just to give like a whisper of what your company is about, you can reduce the opacity; you can even increase the blur too, so they are not too distracted by it. It's kind of interesting looking. Again, keep going back to Preview. So I don't like how that looks. I think that that type should be white.
So I am going to come back here. I am going to select this type. You need to select the type in order to change the color, and we will choose white. Let's see that. There, that looks better. You can add an image up here as well. You can continue playing around with this. You can see how it can really take up a whole morning just to get the most beautiful look that you want. But let's talk about going on and customizing the file information themselves. If you click on Details, then you see the list of files, and here is where you can enter things like a description.
So for employee handbook, I will say, "This PDF should be read by each new employee within the first two weeks," okay, and maybe Two Tree Sales Presentation. I can say, "You can use this on sales calls." Other things, you can add additional columns to display here to add more information like, for example, Tags. If you think a lot of people will be searching through this collection of files, you can add tags to file so that even though say, for example, you can't search inside of Photoshop image that you might include in a portfolio, you can apply a tag to that Photoshop image and searching will apply to the tags as well. So you could say, this Photoshop image belongs with marketing, for example.
A problem is that, depending on your screen resolution, just because you add the column doesn't mean you are going to show. However, you can always resize the columns just by dragging the dividers between them, so there is Tags. So for handbook, we might say "employee, guide, information," and then brochure we can just use the tags. So these are kind of like keywords. You apply the same keyword of things that you think people will be searching for to multiple items.
You can also add additional columns, and you can change the sort order of these files simply by dragging and dropping. So if you wanted the presentation to be the first thing in the portfolio, you can just drag this up, and the presentation becomes the first. So if you look at layout as well, the presentation is the first element in the portfolio. So starting out with a basic portfolio using one of the built-in layouts, and themes is great. But why not take advantage of all the other ways that you can use to customize your portfolios, by adding branding information to the layout, such as header information and background pictures and your logo and so on, and also information to each of the individual files to make it easier for your end users to locate the information they want.
Get unlimited access to all courses for just $25/month.Become a member
82 Video lessons · 82663 Viewers
80 Video lessons · 133874 Viewers
52 Video lessons · 67142 Viewers
59 Video lessons · 52984 Viewers
Access exercise files from a button right under the course name.
Search within course videos and transcripts, and jump right to the results.
Remove icons showing you already watched videos if you want to start over.
Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.
Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.