Create and Customize PDF Portfolio with/without Adobe Acrobat Pro [3 Methods Available Updated on 2024]

Summary :

Creating a PDF Portfolio can be advantageous for cross-platform compatibility or security purposes, as it enables the consolidation of diverse file types into a single PDF while retaining their respective formats intact.

Table of Contents

How To Create and Customize PDF Portfolio

How To Create and Customize PDF Portfolio

A PDF Portfolio serves as a versatile tool for consolidating diverse documents into a single PDF, preserving their native formatting. This approach provides advantages like seamless cross-platform compatibility, heightened security, and optimal file size management.

To streamline the process of crafting and tailoring a PDF Portfolio, consider the following tips for your guidance.

What is a PDF Portfolio

First and foremost, it is significate to understand the concept of a PDF Portfolio. Unlike combining files into a regular PDF, which converts them all into PDF format, a PDF Portfolio preserves the original formats of the files. You have the flexibility to open and edit these files separately using different applications.

This means you can add various file types, including Word documents, Excel spreadsheets, PowerPoint presentations, CAD files, emails, URLs, and more, to a PDF Portfolio while retaining their original formats.

In essence, you can think of a PDF Portfolio as a folder that covers a diverse range of document types.

How to Create a PDF Portfolio Using Adobe Acrobat Pro

Adobe Acrobat Pro, recognized as the leading professional PDF editor in the industry, offers a feature for creating PDF Portfolios. With this functionality, you can effortlessly gather multiple files of different formats into a single PDF Portfolio using just a few simple steps.

This allows for streamlined management and facilitates cross-platform sharing.

Step 1. Locate PDF Portfolio Button

Start Adobe Acrobat Pro > Navigate to the File drop-down menu > Choose Create > Click on PDF Portfolio….

Click the PDF Portfolio Button

Click the PDF Portfolio Button

Step 2. Import Files from Your Computer

Select an option from the Add Files menu > Choose the files to want to import > Click Open in the pop-up.

Alternatively, you can drag and drop the files to the dialog box to import them.

Import Files to Adobe Acrobat Pro

Import Files to Adobe Acrobat Pro

Some options you can choose to add

▶️ Add Files: Choose files from your device directly.

▶️ Add Folders: Add all the files in the folder, not the folder itself (the files will be listed by A-Z).

▶️ Add PDF from Scanner: Import the scanned PDF from the selected scanner.

▶️ Add from Clipboard: Add the content from your clipboard.

▶️ Add Webpage: Enter a specific URL and add. But it will automatically convert the webpage to a PDF that looks different from the original. (It is a better alternative to choose Add Files > Add Web Content in the left pane after creating the PDF Portfolio)

Step 3. Create a PDF Portfolio

Dragging the added files in the dialog box can adjust the order. Choose to preview or delete/remove a file by hovering over it. Then click Create and a PDF Portfolio appears in the Adobe Acrobat Pro.

A PDF Portfolio with Files Thumbnails Appears on the Left

A PDF Portfolio with Files Thumbnails Appears on the Left

How to Customize a PDF Portfolio in Adobe Acrobat

Adobe Acrobat allows you to customize the PDF Portfolio. Here are some operations sharing.

View and Preview Document

The navigation arrows allow you to sequentially check and view the displayed files in the left pane. Select files in the PDF Portfolio, click Preview, then click Open Document. A pop-up window will appear, asking for confirmation to open the file. Tap OK to preview the file in the native software.

Open and Preview the file in the PDF Portfolio

Open and Preview the file in the PDF Portfolio

Add Files or Folders

You can continually add files to the PDF Portfolio using three available options: Add Files, Add Folder, and Add Web Content.

Let’s focus on the “Add Web Content” button. Unlike the previously mentioned “Add Webpage” option, this button does not convert your web content to a PDF format; instead, it keeps the original content intact.

Here’s how you use it: click on “Add Web Content” > a pop-up window will appear > Type in a file name > Add the web link > Click “OK”.

Add A Web Content to Your PDF Portfolio

Add A Web Content to Your PDF Portfolio

Additionally, you can create a new folder by clicking on the “New Folder” button and assigning it a new name. Afterward, you can drag documents into the folder for better organization and management.

Create A New Folder

Create A New Folder

Rearrange the File Sequence

Drag the file to the desired location. Alternatively, you can organize files of the same type by placing them in a dedicated folder for better management.

And the garbage can-like button allows you to remove or delete the files you added.

Reorder and Manage the Files

Reorder and Manage the Files

Extract File

It is possible to save one of the files from the PDF Portfolio to your device with the Extract From Portfolio icon. The file won’t be removed after extracting, so do not worry about this problem.

Extract and Save Files from PDF Portfolio

Extract and Save Files from the PDF Portfolio

Convert the File Format

You can convert multimedia files to PDF by right-clicking your mouse. Batch selection and conversion are supported. Also, PDFgear Converter can assist you in converting files to and from PDF format.

Rename and Save the PDF Portfolio

Locate File menu > Choose PDF Portfolio button > Click Choose a Different Folder > Rename your file in a new pop-up > Tap on Save.

Rename and Save the PDF Portfolio

Rename and Save the PDF Portfolio

How to Create a PDF Portfolio without Adobe

Bluebeam offers powerful capabilities for editing and managing PDF files. With Bluebeam, you can create PDF Portfolios/Packages to efficiently manage multiple documents. Additionally, its redaction function enables you to enhance the protection of sensitive information within your files.

Step 1. Find the PDF Package Button

Launch the Bluebeam > Navigate to the File drop-down menu > Hover over the Create button > Click on PDF Package and a pop-up window appears.

Bring up the PDF Package Pop-up Window

Bring up the PDF Package Pop-up Window

Step 2. Import the Files from Your Computer

You can import your files in three ways as described below:

💠 Add Files: Select individual files from your local folder to import, or batch-add them by pressing “Ctrl”.

💠 Add Folder: Select a folder to automatically upload all the files inside it, instead of uploading the folder directly.

💠 New Folder: Create a folder to manage the added files.

Three methods to import files into Bluebeam

Three methods to import files into Bluebeam

Step 3. Customize or Preview Added Files

Click the headings to sort the files into the order you desired. And Open All button can help you to preview all the files in their native applications. Because Bluebeam can recognize the file type.

If you want to modify one of the documents or make some changes to it, double-click it to open a new tab and edit.

Make Changes in the Files

Make Changes in the Files

Step 4. Save the PDF Package

Navigate to the File menu > Click Save > Name your file in the pop-up > Click on the Save button.

Save Your PDF Portfolio from Bluebeam

Save Your PDF Portfolio from Bluebeam

FAQs

How Can You Edit an Existing PDF Portfolio?

To edit a received PDF Portfolio file, open it with Adobe Acrobat Pro. Use the “Open Document” button to preview and edit files in native applications. Save directly using “File” > “Save” or create a copy using “Save As.”

Can You Edit a Portfolio in Adobe?

Of course, Adobe Acrobat Pro supports editing PDF Portfolios. Additionally, Bluebeam also offers this professional functionality.

What Is the Best Software to Make a PDF Portfolio?

The best tool for creating a PDF Portfolio may be Adobe Acrobat Pro. It has a shorter learning curve and offers more professional functions compared to Bluebeam, which is also expensive for the subscription.

How to Convert PDF Portfolio to Single PDF?

If you wish to convert an individual document within the PDF Portfolio to PDF format, you can select the specific document and click the “Open Document” button. This allows you to preview the document using the appropriate tool before saving it in PDF format. However, for more efficient batch conversion, Adobe plug-ins provide a swift solution. Simply add the PDF Portfolio, click the “AutoPortfolio” plug-in in your Adobe Pro software, select “Convert Portfolios into Regular PDF,” add the Portfolio into Adobe, choose the desired document for conversion, select an output folder, and then click “OK” to initiate the process.

Conclusion

A PDF Portfolio is like a collection that combines various types of files. It allows you to manage and share them easily, without worrying about compatibility issues between different platforms.

Adding a digital signature to the PDF Portfolio ensures that nobody can edit the documents inside it, providing extra security for your files. In summary, creating a PDF Portfolio is very beneficial.

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