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Automatic PDF bookmark creation

The Build Bookmarks feature can totally automate the creation of bookmarks in your PDFs, and with very little effort can greatly enhance the usability of the PDFs you publish.

You can use it to generate bookmarks automatically based on the font styles (headings, chapters, etc.) and the layout used in your PDFs. You can also use it to build bookmarks based on the textual and numerical content of the PDF files by using the text masking and wildcards features.

To create bookmarks automatically:

  1. Choose Edit > Bookmarks > Build.
  2. In the Build Bookmarks dialog, click "Level 1". This will open up the Select Bookmark Attributes dialog.
  3. Enable the checkboxes of the properties that you want to create the bookmarks from.
  4. Move the mouse over the PDF document. The pointer will change to a crosshair. Select the text (like a heading) you want to grab the properties from, and drag a rectangle around it with the mouse. Alternatively, you can use the pull-down menus provided to select the properties manually, or you can use a combination of both mouse and manual selections.
  5. Once you have made your selections, click OK.
  6. You can now create a Level 2 bookmark. To create a Level 2 bookmark, just follow Steps 1-4. Once you have create a Level 2 bookmark you can go on to create a Level 3 bookmark, and so on.
  7. If you want to remove a bookmark level, simply click its corresponding Clear button in the main dialog. If you clear a bookmark level when there are bookmark levels created below it, they will also become unavailable.
  8. Set the Magnification Options you want the bookmarks to open the pages with.
  9. Set the Insert Options and Expand/Collapse Options.
  10. Set the Bookmark exact text only option. Select this option to create bookmarks from text that matches the exact font style. If this option is not selected, the whole line of text where this font style is found will be bookmarked.
  11. When you are happy with your configuration, click Build to commence creating bookmarks.

To display the Bookmarks panel:

  1. Do one of the following:
    • Select the Show/Hide Document Panel toolbar button, and then the Bookmarks panel icon.
    • Choose View > Navigation Panel > Bookmarks.
    • Use the F6 shortcut key and select the Bookmarks panel.

Bookmark selection attributes

There are five text properties that can be used when choosing the properties that the bookmarks will be created from. Combining the various properties will create bookmarks that only match the criteria of the combined properties. If the text in the document does not meet the requirements of the properties then no bookmarks will be created.

Font Name. Creates bookmarks from the selected font. Clicking "Update Font Name" will update the font menu listing to include all fonts contained in the document. Embedded fonts will not be included.

Font Size. Creates bookmarks from text that conforms to the specified font size.

Font Color. Creates bookmarks from text that matches the selected text's color.

Left Indentation. Creates bookmarks from text with its line indent starting at the specified distance from the left-hand side of the page. An example of line indentation is bullet headings — selecting these bullet headings with the 'Left Indentation' and 'Font Name' properties enabled would produce bookmarks from the bullet headings: Font Name, Font Size, Font Color, Left Indentation and Text Mask (if the 'Font Name' property easn't enabled, all text with the same indentation as the bullets would be turned into a bookmark).

Text Mask. Creates bookmarks from text that matches characters entered into the Text Mask textbox. Text masking is great when there are no defining bookmark properties, or if you need to selectively filter out certain text that may otherwise become a bookmark.

As Text Masking contains a number of special characters that can be complicated, a section of this User Guide has been dedicated to its use. See the Using Text Masking section for more information on special Text Mask characters.

Keyword List. This feature allows you to include and exclude particular bookmarks based on its text label. The keyword list file is simply a text file with a list of words. If you choose to include with a keyword list, then the only bookmarks generated will be ones that include any of the keywords in your list. If you choose to exclude with a keyword list, then no bookmarks will be created that contain any of the words in your keywords list.

Ignore repeated headings. Creates a bookmark for only the first occurence of a repeated bookmark name.

Multi-lined headings. Creates bookmarks from text spanning over more than one line.

Leading numbers. This feature allows you to add or remove leading numbers to bookmarks. For example, if your headings and chapters are prefixed with a numbering system. These leading numbers can be excluded from the bookmark labels that are generated automatically.

Text masking. Includes or excludes content as bookmarks based on the Wildcards you specify. Instead of searching a PDF file for the attributes (font name, size and color) and layout (indentation) the Text Mask feature allows you to search the text content of the files to include and exclude text from being made into a bookmark.

Text masking is particularly useful when there are few defining bookmark properties — when the PDF file has not been structured well or consistently — or when you want to filter out bookmarks baded on their text-based content.

Using Text Masking

Text Masking gives you more advanced tools that let you include or exclude content as bookmarks based on the Wildcards you specify. Text masking is particularly useful when there are few defining bookmark properties — when the PDF files has not been structured well or consistently — or when you want to filter out bookmarks based on their text-based content.

Case sensitive: Text Masking is case sensitive so entering "ABC" will create different bookmarks from "abc".

.: The "." matches one instance of any character.
Example: Entering the expression "P.F" into the Text Mask field, it would create a bookmark from any lines of text containg "PDF, PeF, PdF" etc.

^: The "^" only creates a bookmark if the specified text appears at the very start of the line.
Example: Entering the text "^abc" will only create a bookmark if the line started with "abc". If a line of text started with "1.0 abc" no bookmark of it would be created.

$: The "$" only creates a bookmark if the specified text appears at the very start of the line. If you only want to create bookmarks from lines that only contain the exact text you specify, use both the "^" and "$" characters.
Example: Entering the text "abc$" will create a bookmark only from text with lines ending with "abc", so "...xyabc" would cause a bookmark of that line to be created, but "abcxyz" would not have a bookmark created.

[]: Any lines containing characters inside the "[]" will be created into a bookmark. Characters can be specified literally, or as a range of characters.
Example: "[abc]" will create bookmarks from any lines containing either a, b, or c. This is opposed to only creating a bookmark from text containing abc if "abc" is entered. "[a-dA-D]" will create bookmarks from lines containing any of the characters between a-d (that is, a, b, c and d), in both lower and upper-case.

[^]: Any text containing characters inside the "[]" and after the "^" will not be turned into bookmarks. This feature is very handy when applied in conjunction with other bookmark selection properties to stop unwanted bookmarks from being created. Please be aware that conversely this means that any other text not in the "[]" will be considered as potential bookmark material. Therefore it is suggested that another bookmark selection property is used in conjunction with this one. If you really want to exclude numbers like 1.0 you would need to modify it to "[^0-9\.]". The "\" is explained below, and is needed because "." is a considered special character in text masking.
Example: Entering "[^0-9]" will still create bookmarks containing numbers if the text line contains any other character — 1.0 will be turned into a bookmark because it contains a ".".

\: The "\" character is used when you wish to actually match a special character such as "." or "$". These special characters are used in the Text Mask field to perform special text matching.
Example: Entering "\$" will search and create a bookmark from text on the document containing a "$", ignoring the normal "$" text mask command.

*: Use the "*" character to create bookmarks from more than one set of characters at the same time.
Example: Entering "a*b" will create bookmarks from any line of text containing with a and/or b.

+: Use the "+" character to create bookmarks from a set of characters arrayed in a certain order. Bookmarks can be created from the first character(s) before the "+", however, characters after the "+" can only be bookmarked if the characters before the "+" are also present.
Example: Entering "a+b" will create bookmarks from any line of text containing ab, aab, aaab, etc. Any text like ba, or cb, will be ignored.

?: Like the "+" character, the "?" character creates bookmarks from a set of characters arrayed in a certain order, but in this case, bookmarks can be created from characters before the "?" only if the proceeding characters are also present. The characters after the "?" can be used to create bookmarks, irrespective of whethr characters before the "" are present.
Example: Entering "a?b" will create bookmarks from any line of text containing ab, abb or just b.

(): Allows characters to be grouped together and be combined with other special characters.
Example: "(a*b)$" will create bookmarks from lines of text containing either a and/or b, but only if these lines end with a or b.

|: Creates bookmarks from either one set of characters or another.
Example: Entering "a|b" into the Text Mask field will create bookmarks from lines of text containting either a or b.

  1. Drag the bookmark to just below the bookmark you want it to appear after.
  2. When you see a red horizontal line appear, release the bookmark.

To group and nest bookmarks:

  1. Select the bookmark to nest.
  2. Drag it to the parent bookmark you want it grouped or nested under.
  3. Once the parent bookmark displays a red line beneath it, drag the bookmark left so it is below the bookmark icon.
  4. When you see a red horizontal arrow appear, release the bookmark.

Tip: You can edit more than one bookmark at a time. To select a range of bookmarks already in order, left-click the first one, the hold down Shift and click the last one. To select more than one bookmark that are not next to each other, just hold down Control while you select them.

Related info: Nitro Pro 5 Help

How to automate PDF bookmark creation
How to create a PDF bookmark
How to edit a PDF bookmark
Using PDF bookmarks