PDF Portfolio with Index Doc (and links)?

Hello all.
I'm a newbie at Porfolios, and have version 9 on windows. I also have version 10 at work.
I want to take an excel spreadsheet (converted to pdf) and make it a main index in my portfolio; whereas when someone clicks on the index, it starts at a first page; allowing them to view the list of assets, and then click an asset name (link) which takes them to a sub file in a sub folder, or just a sub file. I don't think I ever go more than 2 link clicks to get to the bottom of the tree.
I was able to create the index, and links, and on both 9 and 10 (windows) it follows the links nicely.
The problem? There's no logical button or menu choice that I can find which takes me back to the main index after I've hit the bottom of the tree.
Thoughts?

I don't need the detail of when the pdf was added to the portfolio.  I
need know which dwg or jpg or word file was converted and the original
created date of that file for control of information.
That is impossible; sorry. For some *very specific* types of conversion to PDF the pdfx:SourceModified XMP tag will be set to show the last-modification date of the source file (for example DOCX files converted using MS Word), but there will never be a human-readable record of the source filename or its creation date unless you have manually added them as document XMP properties after conversion (this is what the "Custom Properties" dialog is for). To embed source data automatically would raise no end of privacy and security problems for customers, who most certainly do NOT want their recipients seeing details of internal documents.
Without writing a plugin there's no access to the internal workflow of the Combine Files dialog, so you cannot use a script to read the names and dates of the files *before* conversion and store them automatically in the new PDF Portfolio's Fields array.

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