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Angie298081595wmw
Participant
June 9, 2023
Question

Looking for an easier way to rename files within a portfolio

  • June 9, 2023
  • 5 replies
  • 7725 views

Is there an easier way to rename files within a portfolio besides right-clicking, selecting Edit Value and then Name?  I was hoping to be able to tab from the Name field to the Description field and to any custom fields for each document within a portfolio.  Right-clicking, etc. is time consuming and clunky.

 

Thank you!

    5 replies

    T
    TSlyjr
    Participant
    February 12, 2025

    Has this been resolved yet? I need to do the same thing and it appears impossible.

      P
      PlayaPV
      Participant
      January 7, 2025

      Adobe needs to fix this issue.  It's WAY too much work to rename all of the individual PDF files that you will be importing into a portfolio.  There should be a very simple way to rename ANY PDF file within a portfolio once it's imported.  This is the whole point of a PDF/document management system.  It's insane that this does not have this BASIC feature.  Imagine importing hurndresd of PDF invocies into Adobe.  Then you want to edit them and move the specific multi page PDF's in a specific order and then rename them to what they relate to.  It's impossible.  There is no way you would first rename them and organize them on your computer PRIOR to importhing them.    This is really BAD!    Adobe neeeds to make it so you can create a portfolio and then click on ANY individula PDF within the porfolio and rename it.  You may want to change them by project name, numbered, dates of invoices, etc.  However, you now have to do this prior to importing them.    

        T
        TSlyjr
        Participant
        February 12, 2025

        Ran into this issue today and wish Adobe would fix this already. Impossible to rename/edit documents within the portfolio. Whats the point of having Adobe Pro accounts anymore?

        J
        James37891894gdvf
        Participant
        June 6, 2024

        Go to "Home"

        Go to "Your files"

        Select/check the portfolio you want to rename.

        The menu on the right has a "rename" option.

        Took me a long time to figure it out. Not very intuitive, Adobe...

        Bernd Alheit
        Community Expert
        Bernd AlheitCommunity Expert
        Community Expert
        June 7, 2024

        This will not change the name of documents within a portfolio.

          N
          Natalie28468002te8b
          Participant
          September 25, 2023

          With the new Acrobat view for DC, I no longer have to option to "Edit Value". How do I update the file name and description for files within a portfolio?

           

            Meenakshi Negi
            Community Manager
            Meenakshi NegiCommunity Manager
            Community Manager
            September 26, 2023

            Hi Natalie28468002te8b,

             

            Thank you for reaching out and reporting this.

             

            We are sorry for the trouble caused. We will get this checked with the team. 

             

            We acknowledge that the new Acrobat represents a notable change. However, we hope that as you get familiar with the new interface, you will be able to be more productive & get more out of Acrobat.  

            As we made these changes in the interface, we have tried to ensure all tools & features that are currently supported retain their familiar functionalities and workflows as they did in the previous version. We are committed to addressing any gaps or issues reported by users related to any break in current workflows in all our past & upcoming releases. In case any of your current workflows are not functioning as expected, do share them with us on this thread, and we will address them with the highest priority. 

             

            In case any of your critical workflows are impacted, you have the option to switch back to the old UI from the “Menu” on the top left corner of Windows and View Menu on MacOS.

             

            Thanks,

            Meenakshi

            T
            TSlyjr
            Participant
            February 12, 2025

            Has this been addressed yet for adding this feature back?

              AkanchhaS8194121
              AkanchhaS8194121
              Legend
              June 9, 2023

              Hi @Angie298081595wmw 

               

              Thanks for reaching out.

              Is there an easier way to rename files within a portfolio besides right-clicking, selecting Edit Value and then Name?  I was hoping to be able to tab from the Name field to the Description field and to any custom fields for each document within a portfolio.  Right-clicking, etc. is time consuming and clunky.

               

               

              This is the actual way of renaming the file name within a PDF portfolio. I understand your concern that it might take a little more time. But sadly, there's no alternate way or shortcut to do this.

              https://helpx.adobe.com/acrobat/using/component-files-pdf-portfolio.html 

               

              Even if there's a way by using JavaSrcipt, we don't have expertise in writing that.

               

              Thanks,

              Akanchha 

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