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Tools
Option
Description
Undo
Undoes the last delete, edit, move, cut, copy, paste or import operation
in the Portfolio. You can only undo the last operation and not a series of
operations.
Cut
Removes the selected objects from the Portfolio and places them on the
clipboard.
Copy
Places a copy of the selected objects from the Portfolio on the clipboard.
Paste
Pastes the contents of the clipboard below the selected list in the
Portfolio.
Delete
Deletes the selected objects from the Portfolio.
New >
> Empty List...
Adds a new empty list to the Portfolio below the selected list.
> List from
Marked...
Adds a new list with the marked records to the Portfolio. The list is
placed as the last item on root level.
> Grouped List...
Adds a new grouped list with the marked records to the Portfolio. This
function first opens the Portfolio: New Grouped List dialog where the
new list is defined. The list is placed as the last item on root level.
> Annotation...
Adds a new annotation to the active object in the Portfolio. This
function first opens the Portfolio: New Annotation dialog where the
annotation is defined.
> Add New List
from Search
Result
Adds a new list containing the results from your free-text search using
the Search pane to the Portfolio. The list is placed as the last item on
root level.
Note: The new list only contains one copy of each record, even if the
search found the record in many different portfolio lists. If one of the
search results is a list name, all of the records included in that list will be
added to the new list.
> Add Marked
Records to List
Adds the marked records from your current visualization into the
Portfolio list.
Note: You can also right-click in the visualization and add your marked
records into your currently active Portfolio list.
List Logic...
Brings up the List Logic dialog where you can compare the marked lists
using Boolean operators (OR, AND or ONLY).
Add New Column
Adds a new column to the data set, with information about the location
of the records within the marked list(s) in the Portfolio.
Rename...
Lets you edit an annotation or the name of a list. This function brings up
either the Portfolio: Edit Annotation dialog or the Portfolio: Rename
List dialog depending on which object you have selected in the
Portfolio.
Import...
Imports a portfolio from a file. The imported portfolio is displayed as a
list and is placed as the last item on root level in the Portfolio.
Export Marked
Contents...
Exports the selected parts of the Portfolio as an SRP, XML or LST file.
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