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Today, we’re excited to unveil the latest version of our digital asset management (DAM) solution:
Portfolio 2017.

Over the past twenty years, we’ve delivered many evolutions of this product. Each time we set our sights toward the next version, the team is energized by the goals of addressing the evolving needs of organizations of all sizes, putting forth advancements that will future proof their investments, and finding ways to extend the value of DAM to new workgroups and industries. We guide ourselves by listening to our customers, engaging in the larger market, and evaluating what’s to come.

Portfolio 2017 continues this tradition.

What’s New in Extensis Portfolio 2017 Digital Asset Management System from Extensis on Vimeo.

As we rollout Portfolio 2017, rather than just laying out all the new features, we wanted to take a moment to share the inspiration behind them. So, here’s a little background on the key changes we made, and why.

New Desktop Client – Several years ago we made a few major architectural changes in Portfolio to allow it to grow, improve our currency on frameworks, and provide a more solid foundation for future growth and improvements. Included in that was an unfortunate change to drag-&-drop capabilities that, which while necessary for this migration, still left some clients with a change that was not embraced by their users. So, we brought it back along with other major new capabilities (infinite scroll anyone?) to make the user experience on the new platform even better. Welcome back drag-&-drop!

Server-Side Scripting – Even though I should not play favorites, this is my favorite new feature and goes back to a hack-day the Portfolio team held -1 year ago. One of our wise engineers decided to add in a way to create custom scripts that could do just about anything in Portfolio, leading us another step closer to the automation we all so crave in our jobs. We’re shipping with the ability to add these scripts, either created by us or you. Now that we’re finished with the delivery mechanism, we’re opening the creative floodgates for our developers and Integration & Consulting Services team to work on a few to make available. For example, a script to de-dupe and integration with popular social media platforms. We’ll share more on these soon.

Rights Management – We’ve partnered with FADEL to bring the first incarnation Rights Management to Portfolio. Not only did we pick the industry leader, but our association with the team that virtually helped create this market allows our customers with complex IP and rights for procured works to better track the lifecycle of assets in Portfolio. AND the compliance with contracts in FADEL. As assets become more complex, so must the workflow to manage them.

Advanced Smart Keywords – Portfolio has now seen the 2nd generation of our artificial intelligence (AI)-powered image recognition for automated keywording. These advancements come thanks to our partnership with Clarifai, a force to be reckoned with in the AI world. Being one of the first DAM solutions to introduce AI has put us in a unique position to get early feedback from real world use cases on what’s useful and what can be improved. In Portfolio 2017, you can now choose greater controls in number of keywords returned and languages with support for over 20 different languages (do you know the word for ‘pants’ in Norwegian? They do – it’s ‘bukser’). Additionally, we’ve added a new set of specialized categories from Clarifai; delivering more targeted keywords.

MappingIntroducing one of the first of its kind feature in DAM where you can automatically plot files with GPS metadata on a map so you can see and search visually by point of origin. Think about photos that you or your stakeholders take which have longitude and latitude coordinates attached to them. Think inventory, events, physical assets. Now think about seeing those automatically plotted on a world map. With Portfolio’s Map View, we’re giving you more ways to interact with and get insight from your data. Bonus: all with little to no additional work needed from the user!

Portfolio 2017 map view


Advanced Asset Compression – Now for the biggest improvement in Portfolio and DAM workflows in general, we’re introducing a new compression capability which can help you save up to 95% of the space for your large image files. Whether it’s on premise on hard drives ($3,000 per TB annual average) or in the cloud, if you can compress at a 1:20 and be visually lossless, that’s going to save time and money. We’ve also built our own pan / zoom viewer that allows you to have far better zooming into the pixels of the file, whether a satellite or aerial map down to a point or even a high-resolution photo of artwork. Now you can convert files to save space and improve the viewing, so you won’t have to concern yourself as much with space issues or guess about the fine details of your image. Oh, and it’s an included feature for no extra charge.

Portfolio 2017 Compression


There are a lot of other features we’ve added to Portfolio 2017 (i.e. extended support for IPTC video metadata, loads of performance enhancements) which I would deem the most consequential release we’ve done in years, or maybe ever, on Portfolio.

For more information, please visit

To see a live demo of Portfolio, join us on July 27 for our Webcast. Register here.

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Creative teams often need to reference the history of a digital asset – whether previous versions, or the original. Check out how our new digital asset management system, Extensis Portfolio 2016, makes this a snap by automatically tracking changes and giving users access to previous versions, metadata changes, comments and user information.


Join Me for a Webcast on Wednesday

If you’d like to see all of the new features in Portfolio 2016, I’ll be giving a live demonstration this Wednesday, November 18 at 11a.m. PST.

You can register for the Webcast and find more information here.

I’ll be available for questions following the demo. I hope you can join me.


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Interested in seeing the new features in Portfolio 2016, our latest Digital Asset Portfolio digital asset management softwareManagement system, up close and personal? Here’s your chance!

Extensis resident DAM expert, John Arnsdorf, will showcase “What’s New in Portfolio 2016” next Wednesday, November 18, 2015, in a live webcast at 11:00a.m. PST.

John will take you on a tour of features including:

  • Version control with ability to recover previous versions
  • Secure asset storage with all-new vault catalog
  • Manage asset workflow with check-in & check-out
  • Protect file integrity with asset locking
  • Improved email collaboration in NetPublish
  • And much, much more!

At the end of the presentation, John will be available for a live Q&A. Recordings of the presentation will be sent to all those who attend.

Register today for this free webcast!

To take Portfolio 2016 for a self-guided tour, try our free 45-Day Trial.



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It’s here! The newly (re)versioned Portfolio is packed with new features that promote shared content development and teamwork. Ever wish you had a time machine so you could travel back to get a previous version of a file? Portfolio 2016 is your gateway! Struggle to coordinate edits among teammates during the creation process? Portfolio’s check-in/check-out will put an end to the mayhem that ensues with simultaneous changes. Try it for 45 days – on us, and read on to see how Portfolio 2016 will turbocharge your workflow.Portfolio 2016: Turbocharging Digital Asset Management


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“Where is that one picture we created for that one campaign that one time?”

Ring any bells? Personally, I understand this challenge. I recall being in an impromptu brainstorming meeting for a campaign that needed to be launched in a week. I tried to find a digital ad that was utilized for a like campaign six months prior. It’s simple, right? All we needed to do was change the ad copy, call-to-action, and boom! We have a “new” advertisement.


Well, not so simple. Five of us were searching and searching and still couldn’t find the native file. Design had to go back to the drawing board and create the ad from scratch. Not to mention, there were other assets we couldn’t find that needed to be utilized for the new campaign.

Now, marketing teams (agency or in house), work on a spectrum of projects from social media to search engine optimization and more specifically, creating content for the web, advertising, PR, email campaigns, and more. The list goes on. Keeping up with all of it can be a bit daunting, but we do so by working with the tools that we have.

Let’s revisit that last minute brainstorming meeting I was in. Let’s say our team utilized a digital asset management (DAM) system. Using a combination of metadata and keywords, I would search for the file and it would appear immediately, along with any other vital information such as use guidelines associated with that document. We could have easily downloaded the file, handed it to design along with updated copy, and Voila!

Here’s a little more about how digital asset management could have helped me and can potentially help you:

– Self-Service Distribution to Sales:
We know that Sales and Support regularly asks for collateral that is usually locked down in Marketing folders. It would save time if Sales and other departments could get what they need instantly without having to ask someone to track it down. With DAM, a self-service feature can be implemented so documents, project files, collateral, images, etc. can simply be downloaded and utilized instantly. Marketing saves time. Sales gets what they need, when they need it.

– Prevent Assets From Being Used Inappropriately:
Marketing teams can gain control over who has access to what and when. This decreases the risk of violating branding guidelines and liability. I can’t tell you how many times I’ve seen a logo sneak through the cracks and used incorrectly. With a digital asset management solution, marketing teams have the capability to place assets that can be trusted in the hands of people who can be trusted. Features exist that help control who can see assets and who can download them.

– Expire Assets When No Longer Approved for Use:
It’s a best practice to avoid deleting items that are no longer needed, but finding a place to archive these assets and finding them if needed can be tedious. Instead, DAM creates an easy way to archive these assets so they are not in visible. This can prevent misuse and reduce the risk of liability.

We have so many moving parts associated with so many projects and campaigns. Most need to be implemented and completed quickly while meeting high expectations. DAM is a tool that can help improve workflow and decrease organizational chaos so you can concentrate on meeting expectations, instead of trying to find an asset or worrying about someone else using an asset inappropriately. It’s one less thing we as busy marketers have to worry about. Happy Marketing!

Put your thinking cap on! Learn more about digital asset management.

We’ve been working hard to put together an all-purpose DAM Toolkit to help you learn more about digital asset management and make a strategic investment in a DAM system. The kit includes an ROI calculator, our up-to-date Digital Asset Management Best Practices Guide and more.

Check it out.

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Using Extensis Portfolio for social media success

As you may have seen, we recently touted our latest updates to Portfolio, which includes being optimized for OS X Yosemite (v10.10), advanced reporting options, and blazing fast operation.

In this post, we’ll take a more in-depth look at Baylor University’s innovative use of Portfolio to engage their social media audience in real-time.

Digital Asset Management Success Story: Baylor University

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Our new Portfolio release adds support for the latest OS X, advanced reporting features, and more

With the explosion of digital assets and media over the past decade, companies are struggling to keep them organized and accessible while ensuring version control. Locating and distributing files has become a major time and productivity killer.

Fortunately, Extensis Portfolio™ makes digital asset management (DAM) affordable for companies of all sizes. Originally released in October 2014, Portfolio transformed the user experience with suggested, guided search capabilities, millisecond results, a sleek new user interface and elegant thumbnail views. It’s used by hundreds of Fortune 5000 companies. And it’s just been updated to make it better than ever.

Get Your Assets in Gear with Portfolio 1.5

Portfolio has added full compatibility with Apple® OS X® Yosemite (v10.10) and advanced reporting options. It’s also faster than ever, with new features that increase the efficiency of importing, copying, updating, converting and exporting assets.

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With the explosion of digital assets and media over the past decade, companies struggle with how to keep files organized, accessible, and properly managed. More files means more inefficiencies in the form of lost time and money spent trying to find them.


The Ultimate Digital Asset Management (DAM) System Has Arrived: Introducing Extensis Portfolio

Introducing Extensis Portfolio


Our newest release of Extensis Portfolio™ couldn’t come at a better time. In the words of our esteemed Product Manager of Digital Asset Management Solutions, Maxwell Mabe, “This is the most significant update to Portfolio since its inception, addressing core DAM functionality with an emphasis on workflow and user experience.” Built for collections of up to 10 million assets, Portfolio gets them organized into a meaningful, usable collection, and lets you find what you need, fast. Continue Reading »

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This week the lovely people at Macworld UK have nominated our Portfolio Server 10 under the Best Professional Software category in the Macworld Awards! It’s fabulous to see it receiving such great recognition in recent months.

For 17 years, the Macworld Awards have established themselves as THE event in the UK Apple calendar, recognising the products and vendors that make a significant contribution throughout the year.

All the winners are chosen by the Macworld editorial team and Macworld’s army of enthusiastic readers, celebrating the most innovative and successful products and companies in the Apple community for their achievements and contributions to the industry. The Best Professional Software category falls under the Editors awards, which means they decide who wins… Come on guys… You know Portfolio Server deserves it—it’s an awesome product! You said so yourselves after all!

To read Macworld’s five-star review of Portfolio Server, please click here.

The Awards will be held on 21st June at the Grand Connaught Rooms, Central London. For more details on how you can attend and party the night away with the creme de la creme of the industry, please click here.

If Portfolio Server wins I’m totally prepared to do a speech in the style of Meryl Streep standing on stage in front of a crowd of my adoring fans! … I want to thank my mum and dad… my ….*wipes tear*… my makeup artist…. ;D

Joking aside, huge thanks to everybody who has supported Portfolio Server since its launch and massive thanks to Macworld for recognising it as an Editors Choice for 2012.

Fingers crossed it wins!

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We had an amazing time at the Technology for Marketing & Advertising event in London a couple of weeks ago. It was our third year attending and we were happy to meet many of you who are as mad about fonts and DAM as we are!

Davin Kluttz, our Senior Product Manager came all the way from Extensis HQ in the US to present two amazingly well received seminars (seriously, they were queuing out the door!) for us.

The first one was “Classy, Clowny or Crude? How your site’s typography affects your brand”, which illustrates how web typography affects your website, and how you can select and implement web typography that is just right for the job. So many people these days think it’s OK to use Comic Sans on their websites. This may come as a shock, but it just doesn’t cut the mustard! Davin illustrated this by showing how some iconic brands would look if their logos were in this font (Chanel, Coca-Cola, Star Wars) which got several laughs from the crowd. To drive the point home, he also showed us several examples of “classy”, “clowny” and “crude” web typography, which gave the audience a feel for the direction in which they should be taking their sites.

The second one was entitled “What does this DAM thing do?”  Ever find yourself pulling your hair out trying to locate an image in a sea of thousands? Don’t you think it would be nice to preview a video on your iPad without a special plug-in? Or even just have access to all your digital content on the go, so you are able to act fast if a client unexpectedly throws a “let’s see it now” lasso around your neck? Well Extensis has a solution for all of these problems  and it was all nicely wrapped up in this presentation, which not only explained what an “asset” is, but also demonstrated how to leverage digital asset management solutions to find, locate, archive and access files, regardless of location.

If you couldn’t make it to the show, couldn’t get in to the theatre or would simply like to see what we had to say on web typography and digital asset management, we have very kindly provided the slides from both presentations below!

Enjoy! If you have any feedback, please let us know – we’d love to hear from you.

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