Month-end audit is in three days and I’m assembling scanned deposit slips and receipts from the last [weeks=6] weeks. …
Organize your source files into separate folders, with each folder containing the files you want in a single PDF Portfolio.
Best practiceNaming folders clearly (e.g., ProjectA_Portfolio, ProjectB_Portfolio) helps avoid confusion during batch processing.
Open Adobe Acrobat.
Go to the File menu and select Create, then choose PDF Portfolio.
In the PDF Portfolio window, add the files from the first folder by clicking Add Files or Add Folder, then select all contents of the folder.
Customize the portfolio layout or theme if needed.
Save the PDF Portfolio with a unique name corresponding to the folder.
Repeat steps 3–6 for each folder of files you want to create as a separate PDF Portfolio.
Best practiceFor large-scale tasks, consider using Acrobat Actions (Action Wizard in Acrobat Pro) to semi-automate repetitive steps, though full batch automation for portfolios may require scripting.
You can speed up repetitive portfolio creation by preparing your file sets in advance and using the Action Wizard to streamline the process.
This runs in the Acrobat app - there is no separate API for this task.
| Feature | What it does | When to use |
|---|---|---|
| PDF Portfolio | Bundles many files into one container, keeping each file separate and in its original format. | When you need to keep different file types (like Word, Excel, PDF) as individual files within one package. |
| Combine Files | Merges all selected files into a single, unified PDF document. | When you want all pages from different documents to become one continuous PDF document. |
Using a PDF Portfolio makes it easier to share many files at once. It puts all your documents into one single file, which is simpler to email or upload. This keeps your audit folder organized and ensures all parts arrive together, without losing any separate files.
For the best performance, it is recommended to keep your PDF Portfolio under 15 files or 50 MB in size. If your Portfolio is much larger, it might open and work more slowly. Consider splitting very large collections into multiple smaller Portfolios if performance becomes an issue.