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Tip of the Week - Create Bookmarks and a TOC in a PDF

By ILTA Tips posted 12-17-2018 09:31

  

Making bookmarks inside a pdf

To make a bookmark from pdf text

  1. Select a title or short text with the select text tool in the standard toolbar.
  2. Press ctrl b.
  3. The bookmarks panel opens and the selected text appears as a bookmark

Or

if the bookmarks panel is already open, the new bookmark appears below the current bookmark selection.

 

To set where a bookmark points to

  1. Select the bookmark.
  2. Move to the target page in the current document or in any other opened pdf.
  3. Optionally mark a location on the page with the select text or select area tools.

  4. Click the set destination button at the top of the panel.

Or         Right-click the bookmark and select set destination.

 

To specify a named destination

  1. Display destinations in the navigation panel and name some destinations.
  2. Display the bookmarks panel, right-click a bookmark and choose properties.
  3. The default action is ‘go to a page view’.
  4. Click edit and choose use named destination.
  5. Click browse to choose a destination, then click ok.

 

To customize bookmark appearance and behavior

  1. Select a bookmark.
  2. Choose properties from the drop-down menu next to the options button

Or  Right-click it and choose properties.

  1. Set attributes like text style and color in the bookmark properties panel.
  2. Set actions in the actions panel. The default action is to go to a defined page, but you can choose others. Multiple actions are possible and you can define action order.
  3. When done, click close.

To set the current appearance as default, choose this command from the options drop-down list, or from the bookmark shortcut menu.

 

To set general bookmark preferences, use the preference command from under options and choose highlight current bookmark, hide after use, wrap long bookmarks and text size.

Bookmarks can be organized into a multi-level structure to reflect different level headings.

To create a second-level bookmark

  1. Create a top-level bookmark.
  2. Create a bookmark below it that you want to move to the second-level.
  3. Right-click this bookmark.
  4. Choose cut (the cut bookmark does not disappear).
  5. Right-click the top-level bookmark.
  6. Choose paste under selected bookmark from the shortcut menu.

Choose paste after selected bookmark to place the cut bookmark at the same level in the hierarchy as the one above. Repeat this procedure to make a multi-level set of bookmarks.

 

Main steps in creating a table of contents

  1. Open your pdf and create bookmarks from headings you want to include in the toc.
  2. Build up a bookmark hierarchy.
  3. Create a TOC

 

  1. To build up a bookmark hierarchy
  2. On the bookmarks panel, select a bookmark and drag it into its new position. A dotted line shows you where the bookmark will be placed. To demote a bookmark to a lower level, drag it to the right. To promote a bookmark to a higher level, drag it to the left.
  3. Release the button when the bookmark reaches its proper level in the hierarchy.

 

  1. To create a TOC
  2. On the bookmarks panel, select the create table of contents item from the options drop-down menu. 
    The table of contents settings dialog box appears.
  3. In the contents tab of the dialog box, select a display level. Decide whether or not page numbers should be displayed and right-aligned, and select a symbol-line. From the format drop-down list select a predefined or a customized toc appearance. To define a new appearance, select custom and click the edit... Button. Make desired settings in the style dialog box and save it under a name to be entered in the save as format dialog box. The new format is added to the format list.
  4. In the content page tab of the dialog box, click appearance to change and reformat a toc title if needed, define the paper size and the orientation for the table of contents and define its position within the document. See the details in the table of contents settings topic.
  5. Click ok.                         
  6. The table of contents will be displayed.

 


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