Every public entry point to the product documentation, one line per link: title and URL, what you find there, confidence marker. Since the March 2026 sale, product pages and the knowledge base live on portfoliodam.com, while installers, user guides and the API reference are still hosted on Extensis domains (extensis.com, helpdocs.extensis.com, doc.extensis.com); extensis.com/portfolio redirects to portfoliodam.com S47 S64 S11.
Documentation portals
- Portfolio DAM Knowledge Base — Zoho Desk help center (143 public articles): General, How-to, Getting Started, Licensing, Troubleshooting, Assets & Metadata, Courses, Catalog Administration, Portfolio Clients, Portfolio Administration. S45 S46
- Portfolio Server Requirements and Recommendations — sizing table, EC2/Azure guidance. S19
- What ports does Portfolio use? — full port and outbound-host list. S14
- Portfolio DAM Product Licensing: Customer Guidance — subscription model, expiry behaviour. S23
- Portfolio 4 Administration Guide (Extensis) — legacy online admin help, EN/DE/FR. S64 S76
- Portfolio 4 Client Guide (Extensis) — legacy online help for Web/Desktop clients. S64
- Portfolio 4 Support (Extensis) — 4.0.1 installers (Windows server, desktop, Media Engine), Flow app links, compatibility guide, system requirements. S64
Developer resources
- Portfolio REST API reference (Swagger UI) — OpenAPI 3.0.1 reference; "Try it out" against your own server. S2
- REST OpenAPI document (
extensis.js) — machine-readable spec embedded in a JS variable; archived copies on DAM Wiki: API spec downloads. S1 - Portfolio SOAP API documentation (deprecated) — methods, data types, code samples, file transfer and video streaming servlets. S3
- SOAP WSDL (AssetService.zip) and SOAP client libraries — Java, C#, PHP, VB samples. S4 S6
- Server-Side Scripting reference and example scripts — JavaScript event/scheduled scripts. S8
- Portfolio DAM — Developers — API positioning, evaluation with API access, pre-built integrations. S10
- Extensis Developer Resources — REST/SOAP/scripting links plus MrSID SDKs (Extensis geospatial line). S9
- KB: The Portfolio API, API Tokens, Ports. S11 S12 S13
- Community code: GitHub search "extensis portfolio" — REST/SOAP/scripting samples (2014–2022). S74
- Status page: N/A (self-hosted). Postman workspace: none.
Guides & tutorials
- KB Courses — Beginner / Intermediate / Advanced lessons (log in, find assets, galleries, smart galleries, file conversion, branded microsites). S45
- Configuration quick start and Portfolio checklist — first-time server set-up. S18 S81
- Upgrading to Portfolio 4.x — upgrade paths from 3.6.3 and older. S44
- Internet Access: Firewall + Reverse Proxy Considerations — exposure patterns. S80
- Portfolio DAM blog — DAM best-practice posts (folder structure, file naming, implementation, glossary) and product news. S52
- Customer stories — six case studies. S48
Training & certification
- Vendor courses: the KB Courses category is the only structured training the vendor publishes: 17 public, self-paced text lessons for Web/Desktop client users, split into Beginner (6: log in, interface, build the collection, find assets, QuickFind tips, working with assets), Intermediate (7: managing assets, galleries, flagging and starring, custom views, field panel, metadata, enhancing assets) and Advanced (4: file conversion, branded microsites, advanced search, smart galleries). No quiz, assessment or certificate is attached S83 S46. The KB article "Looking for guides and tutorials on Portfolio?" simply points to that category S84. It is not a branded academy, and no administrator or developer course was found (Unknown).
- Certification: none found on public Portfolio DAM, Axle AI or Extensis pages (Unknown) S47 S83 S85.
- Owner's academy: Axle AI's "Axle Academy" (axleai.com/axle-academy) offers tutorial videos and a form to request a live training session, but covers Axle AI media-asset-management products, not Portfolio S85. On the current
www.axle.aisite the "Axle Academy" link opens the YouTube playlist "Axle Academy 2023" (27 videos, none about Portfolio) S72 S87. - Partner programmes: Portfolio resellers share the Axle AI reseller channel S51; Axle AI lists "customized, individual training" among its reseller benefits, with no certification mentioned S86. The Portfolio partners page names no training or certification scheme S50. Extensis's own partner programme (1:1 training for resellers) no longer mentions Portfolio after the 2026 sale S88.
- Reseller-delivered training: some resellers sell their own administrator and end-user training, e.g. 3f8h.net (Germany, in German and English) S89; content and price Not public.
Release notes & roadmap
- Portfolio 4 Release Notes (Extensis) — 4.0.0 and 4.0.1. S65
- Portfolio 2016 Release Notes (Extensis) — v2.0 to 2.5.3. S67
- Beta Release of Portfolio DAM 4.1.1 — first release under the new owner; plans for at least two more releases in 2026 and modular add-ons. S52
- Roadmap: no public roadmap; items mentioned are native Apple Silicon desktop client (no date) and AI keywording via Axle AI S42 S47.
Community
- No user forum found; the old Extensis developer forum (
labs.extensis.com) linked from the SOAP docs is defunct Unverified S3. - Events: Society of American Archivists ARCHIVES*RECORDS 2026 (booth 703) S53; Printing United 2026 with ICScolor S58.
- Webinar for existing customers after the acquisition (2026-03-11) S54.
Legal & trust
- Privacy Policy and Terms of Use (website terms; Portfolio DAM, LLC). S77
- Data collection in Portfolio — FAQ — what telemetry leaves the server. S43
- Security advisories in the KB: Log4j/Apache, Spring4Shell, OpenSSL 3.x, NTLM vulnerability notes; Enabling scripts in 4.0.1 and later. S45 S41
- Trust center, SLA, DPA, EULA: Not public.