A PDF Portfolio is type of PDF document that acts as a wrapper around a collection of other files. For more read, refer to our KB article – What is a PDF Portfolio format?. In this article, firstly, we will explore how to create a pdf portfolio from an email and its attachments in Outlook using ‘Email to PDF‘ add-in. And secondly, we will learn how to create a pdf portfolio from your documents in Windows Explorer using ‘PDF Converter‘ tool.
Create a PDF portfolio from an email and attachments.
An email with its attachments is an ideal candidate from which to create a PDF portfolio file. For example, below is an email that contain multiple attachments of different formats e.g., ZIP, Excel, PowerPoint, Word, TIFF image etc.
- Select that email in Outlook Explorer or open it in its inspector.
- From the Email to PDF toolbar > ‘Save as PDF’ drop down button, click ‘Save as Pdf Portfolio’.
- From the ‘Save As’ dialog box, enter a name of the PDF file, as well as specify the destination folder to save this file.
This will create a PDF portfolio with the attachments embedded to the PDF document in their original formats, as can be seen below in the screenshot.
Typically, when you work on a project, you deal with different types of documents – word, excel, powerpoint, images, archived ZIP etc. And quite often, you may require all these documents in their native (original) formats but embedded or encapsulated within a main PDF document file (such as a summary report file). Such PDF document is known as a PDF Portfolio.
For instance, here is a list of different file types on a project.
And below is how you can create a PDF portfolio from your files in Windows Explorer with ‘PDF Converter‘ tool.
- Select the multiple files from the folder and right-click.
- From the context menu, choose ‘Combine to One Pdf‘
- This will display a prompt to choose a PDF type to produce. Choose the first one ‘Embed and Assemble the files into a PDF Portfolio‘. And click Continue.
- This will create a PDF portfolio with the selected files embedded or assembled to the PDF document in their native or original formats.