When you print your document to novaPDF, it will look through your entire text for words/sentences/paragraphs that respect the formatting rule (font size=22) and convert those to bookmarks in the PDF file. Of course this is a simple example, as novaPDF can detect formatted text based on the font type used and/or font size, font style (italic/bold) or even font color, and convert that to bookmarks that can have different style or color options.
The PDF bookmarking feature is very useful when needing to structure the resulting PDF file. For instance, when you have a document with multiple pages, you will need it to be better structured so that the recipient will be able to see a list of bookmarks on the left side of the document and easily access different key sections in your document.
What are PDF bookmarks?
PDF bookmarks appear on the left side of the pdf reader window (in Adobe Reader pressing F4 will toggle the visibility of the Bookmark panel) given that the created PDF contains this functionality.
The usability of the pdf bookmarks comes from the fact that it can be used as a shortcut menu, allowing users to easily go to other sections in the PDF document. Consider a 300 page document and you'll see how this presents an advantage as users don't have to scroll looking for a specific section.
PDF bookmarks can be considered a clickable table of contents list, the difference being that a table of contents is more difficult to use because it's present at the top of the document, while bookmarks are available on the left side of the document (outside of it) and you can access them no matter on what page of the document you are (no need to scroll all the way to the top to see the table of contents). Using PDF bookmarks you can give the user an easy way to access all important sections and sub-sections of the PDF when they need to (Bookmarks panel can be switched on and off), as well as an easy way to print a specific page (right-clicking a boomark will show the option to print the pages where it links to - all pages until next bookmark will be printed).
Here's an example of how bookmarks look in a PDF opened with Adobe Reader:
How to enable bookmark detection and add bookmark definitions
Configuring novaPDF to add PDF bookmarks when creating PDF files can be done through its Printing Preferences window. Note that once the PDF bookmarks feature is enabled and bookmark definitions are inserted, bookmarks will be added when creating a PDF file with novaPDF from any document that supports printing (so you don't have to go in manually each time you create a PDF to enable the bookmarks). To enable the PDF bookmarks feature:
- Go to Start -> Devices and Printers (or go to Start, type control printers and press ok). Right-click on novaPDF and select Printing Preferences.
- In the Printing Preferences window go to the Bookmarks tab (if that tab is not available then you don't have novaPDF Professional installed) and check the Enable bookmark detection option (if it's not already checked). You'll see the Add button becoming active (used to create bookmark detection definitions).
Before you start adding bookmark definitions you need to understand the bookmark levels (called Headings). There are 9 bookmark levels that can be added (Heading 1 through Heading 9), each with one or more possible definitions. Every time you'll click on the Add button, a new bookmark level entry will be added, starting with Heading 1 - this name cannot be changed and it's only used to better organize the bookmark definitions. The first entry in the Bookmarks list (Heading 1) will be shown on the resulting PDF file on the first level, the second entry in the Bookmarks list (Heading 2) will be shown in the resulting PDF file on the second level (as a child of the first level) and so on. Below you can see how Heading 1, Heading 2 and Heading 3 bookmark levels look like in the resulting PDF file (each level can be formatted with a different style or color, the font size though will remain the same):
In order to add a bookmark and define its detection rules and display options:
- In the Bookmarks tab you have to click on the Add button to open the Add Bookmark configuration window. In here you can configure the detection and display options. Note that for each bookmark there can be several definitions, so if you want to add a new definition you'll need to click on the New button (you can also Copy an existing definition or Delete ones not needed). Once you set the desired options for the PDF bookmark, you can click OK to save it (if you want to save it for future use but don't want to have it activated you can uncheck the option Enabled). Options that you can set when adding bookmark definitions:
- Definitions list - this list shows the Name and Description of the currently added bookmark definitions. A checkbox is also displayed in front of each definition Name, that you can use to enable/disable that particular definition (checked means Enabled). To the right you also have buttons to add a New definition, Copy an existing one or Delete them.
- Detection options - this section lets you choose what detection rules to use for the text in the original document. For instance, if you select the Arial font type and set a Size of 20, then if novaPDF encounters in the original document a word or sentence that has these particular formatting rules it will make that a clickable bookmark in the resulting PDF file. Detection options you can set are based on: the Font type (Arial, Verdana, Times New Roman, ...), font Size, font Style (Bold, Italic) and Color. You may note that near the Size box there's an additional Size margin one - this is needed because some programs even if they contain fonts of a specific size they will send to novaPDF smaller or larger sized fonts with a margin of up to 2 points - by adjusting this Size margin, novaPDF will be able to accurately detect that specific font size (e.g. if you set a Size of 20 and a Size margin of 1, novaPDF will look for text with the size between 19.01 and 20.99). As you change the detection options, you can see in the Detection preview window how the text that will be converted to bookmarks looks in the original document. The Enabled checkbox will take into consideration the definition (when checked) or ignore it (if unchecked).
- Display options - here you can set the font style and color for the Bookmark items. This will only change the font style and color of the clickable text that will be available in the PDF via the Bookmarks panel (it will not modify the actual text from the PDF, it is used only for the Bookmarks panel). As an example, if you are defining a Heading 1 bookmark level and in the Display options you check Bold and Italic, in the PDF file these clickable bookmark links will be bolded and italicized (only for the Heading 1 level).
- Detection preview - As you change the detection options, you can see in the Detection preview window how the text that will be converted to bookmarks looks in the original document.
- After you have added and configured the desired definitions, click OK to save them and you will see in the bookmark level added in the Bookmarks list. This list shows the name of the bookmark (Heading 1 through Heading 9) and also in the Description section is displays the detection options (font type, font size with size margin, font style). If you want to change the definitions for a particular bookmark simply select it and click on the Edit button. Additional options on this Bookmarks tab are explained in the next section. Once you click the OK button all these settings will be saved and further created PDF files will contain the defined bookmarks (given that the original document contains text formatted as set in the Detection options).
- If you want to test how the PDF bookmarking works, open a document that supports printing (a Word document for instance) and that contains text formatted as set in the Detection options, go to File - Print, select novaPDF from the Printers list and click on Print. Note: You cannot add PDF bookmarks to an existing PDF file with novaPDF if the PDF file had fonts embedded.
Setting additional options for the PDF bookmarking feature
On the Bookmarks page of novaPDF's Properties window you also have some additional options: Allow multiline bookmarks, Match bookmarks regardless of level, Use Levels and Open to level. Description and examples for these options are given below.
Allow multiline bookmarks
- Option checked - if in the original document (you're converting to PDF) there is text that spans on two consecutive lines and this text matches a bookmark definition added in novaPDF, in the PDF file this will become a single clickable bookmark.
- Option unchecked - if in the original document (you're converting to PDF) there is text that spans on two consecutive lines and this text matches a bookmark definition added in novaPDF, in the PDF file each of the two lines will be a clickable bookmark.
Match bookmarks regardless of level
- Option checked - this option has an effect only if there are at least 3 headings defined (bookmark levels). Let's say that novaPDF's Bookmarks window you have 3 definitions added: Heading 1, Heading 2 and Heading 3. If in the original document (you're converting to PDF) there is a portion of text that matches the definition of Heading 1, and after that (not "right after" that) a portion of text that matches the definition of Heading 3, in the PDF file there will be a Heading 1 bookmark, underneath it a blank bookmark ("dummy node"), and after that a Heading 3 bookmark.
- Option unchecked - let's assume the same example as above (you have 3 bookmark definitions Heading 1, Heading 2 and Heading 3). If in the original document (you're converting to PDF) there is a portion of text that matches the definition of Heading 1, and after that (not "right after" that) a portion of text that matches the definition of Heading 3, in the PDF it will be shown as bookmark only the text portion that matched the Heading 1 bookmark definition (the text that matched the Heading 3 bookmark will not be shown because there's no Heading 2 bookmark).
Use levels - this allows you to specify which bookmark levels will be shown in the PDF. By default, as you add bookmark levels (Headings) this will increment automatically. For instance, if you have three bookmarks levels (Heading 1, Heading 2 and Heading 3) and the value in Use levels is 2, only Heading 1 and Heading 2 will appear in the PDF (if the original document has text that matches these definitions). For the same example, if Use levels was set to 3 all three Headings would have appeared in the PDF.
Open to level - this lets you specify until which level should the PDF reader expand the bookmarks in the PDF file. By default this is set to 1 (meaning only the Heading 1 bookmark level will be expanded) but it can be set up to the value of Use levels. For example, if you have 3 bookmark levels defined and Open to level is set to 3, all 3 bookmark levels will be expanded in the PDF file.
- novaPDF Professional 4.x - 7.x
- Microsoft Windows 2000, XP, 2003, Vista, 7, 2008