Introduction to Extensis Portfolio Server

Duration: 1 Day


To introduce new users to the features and benefits of this leading digital media cataloguing application. To enable users to quickly and easily organise, access and share digital files.


None other than basic IT competency.

Course includes

A comprehensive set of reference notes covering course topics, follow-up telephone support and, for training on Transmedia premises, lunch and refreshments.

Course outline

Introduction to Portfolio

  • Overview of Portfolio Features
  • Designing an image database
  • Setting up your Portfolio Catalogue
  • Creating Master Keyword Lists and Custom Fields
  • Customising the Toolbar

Cataloguing Files

  • Creating Catalogues
  • Adding items to catalogues
  • Using Existing Keywords and Folder Structures
  • Instant cataloguing; batch renaming files; saving cataloguing options for re-use

Customising Views

  • Catalogues, Galleries and Saved Views
  • Customising Thumbnail, List and Record View
  • Creating Galleries and “Smart” Galleries

Accessing Files

  • Previewing images, audio & video clips
  • Full-Screen Previews
  • Creating low-res JPEG previews
  • Editing original files, Rotating images
  • Drag-and-drop into other applications
  • Using Portfolio Express

Organising Files

  • Using keywords and Master Keyword Lists
  • Assigning Custom Fields
  • Editing Field Values
  • Sorting Records
  • Adding images to Galleries


  • Synchronising any folders with a catalogue
  • Adding and removing files, creating new folders
  • Synchronising folders with the Catalogue

Finding Files

  • Using Quickfind
  • Customising Quickfind
  • Using the Find button
  • Customising a Find
  • Saving Finds
  • Searching multiple catalogues

Distributing Files

  • Collecting images for distribution
  • Converting images to JPEG or TIFF
  • Emailing originals or low-res previews
  • Creating Autorun CDs
  • Using the Web Page Creation Wizard
  • Creating Slideshows
  • Contact Sheet Printing

This course is available as a private or customised course. Contact us for further information and to customise this course to your exact requirements:

Phone us: 0208 269 4260Book Now

"The course was well structured, clear and in a comfortable setting. The tutoring was exceptional."


"I have nearly thirty years experience as an information systems manager and I cannot recall meeting a trainer with the combination of teaching skill and subject knowledge that you displayed over the last two days. I am self employed and so time spent on a course is time spent not earning. This was worth the money and my time!"

Trinitas Consulting

"Clear and concise explanations of all program capabilities, very helpful."

Hyder Consulting Ltd

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