Using Bookmarks To Make Your Pdf Documents More Interactive Permalink | No Comments Yet
A PDF file is a document which retains all of the visual attributes of the file from which it was generated. This means that users will see the file as its creator formatted it but that they don’t need the software that was used to make the document.
The only software they will need is Acrobat Reader which, as everyone knows, is free.
PDFs are a great thing but it is often difficult to find a particular piece of information just by scrolling through the document. Bookmarks make navigation less painful by allowing the user to get to a specific place in the document by just clicking a link.
Once you have created a PDF, spending a few minutes making it more interactive will increase its usefulness to anyone who opens it. Bookmarks are a simple way of creating this interactivily and increasing your chances of your PDF influencing potential customers.
The bookmarks panel is standard feature of all versions of Acrobat including the free reader. To make it visible, the user clicks on the View menu, then on Navigation Panels then on Bookmarks. To use a bookmark, the user just clicks on it and is taken to the page with which the bookmark has been associated.
Bookmarks a must-have accessory for any PDF file that wants to call itself interactive. The bad news is, you can’t create them with Acrobat Reader but, in any case, you can’t create PDF files with Reader either. For both of these activities you need to purchase of the two commercial Acrobat products: Acrobat Standard or Acrobat Professional.
Once you have created the PDF, open it with Acrobat Standard or Professional and open the Bookmarks panel. Next, navigate to the first page that you want your audience to be able to find easily, choose New Bookmark from the Options menu in the top right of the Bookmarks panel and enter a name for the bookmark. Repeat this procedure to create as many bookmarks as you think useful.
You’re probably thinking that this all sounds a bit tedious. The good news is that there are a few ways of accelerating the process. The first technique involves using the selection tool which you will find next to the Hand tool on the Acrobat toolbar. Once you have scrolled to the page you want linked, highlight some text on the page which could act as the name of the bookmark. When you create your bookmark, this text will automatically become the name of the bookmark. (Also, to create the bookmark, try using Control-B.)
Still too tedious? How about using a program that creates all your bookmarks for your automatically? AutoBookmark is a commercial utility that just does that. It looks at the headings and text formats used throughout the documents and then creates bookmarks based on the document structure.
Then there is Adobe’s own PDFMaker, a utility for Microsoft Office 97, 2002 and 2003 which is automatically installed along with Acrobat Standard or Professional producing an extra menu in Office programs called “Adobe PDF” and an “Adobe PDFMaker” toolbar.
Let’s look at what PDFMaker does in the three most widely-used programs of the Microsoft Office suite. Firstly, in Word, it generates bookmarks out of any index entries, table of contents items and stylesheet-formatted text. Secondly, in PowerPoint, it creates bookmarks which take you to each of your slides and, thirdly, in Excel, bookmarks are generated that are linked to each of the worksheets of the original Excel workbook.
Some DTP packages will also automatically generate PDF bookmarks in a similar way to Microsoft Word (based on styles, indexes and tables of content), namely InDesign, QuarkXPress and Serif PagePlus. These three software applications have the added benefit that you don’t actually need to buy Acrobat Standard or Professional to create your PDF files, since this facility is built-in to each of these great programs.
Bookmarks are a lot more flexible than people realize: they do much more than simply taking the user to a particular page. Also, its not actually a link to a page that bookmarks link to, it’s the view of that page that was current when the bookmark is created. Thus, for example, if you create a bookmark after zooming in on a particular item on the page, that bookmark will take the user back to that same zoom whenever it is clicked.
In addition, bookmarks can be made to perform other tasks, such as linking to a web URL or opening a document (in any format) on an intranet. To change what a bookmark will do, having created it, right-click the bookmark and choose Properties, then click on the Actions tab. Highlight the default action (”Go to a page in this document”) and click Delete. Choose an alternative action from the drop-down menu labeled “Select Action” and click the Add button.
Adobe have realized that it is possible that your bookmarks will not be seen by people opening your PDF. Perhaps they don’t open their Bookmarks panel or perhaps they don’t even know what a bookmark is.
As part of the finalization process after creating your bookmarks, choose File - Properties then click on the Initial View tab. Set the initial view to Bookmarks panel and Page to ensure that bookmarks will always show when people open your document.
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The writer of this article is a trainer and developer with Macresource Computer Solutions, a top quality computer training company offering Training courses on Adobe Acrobat at their training centre in London and throughout the UK.
