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Making shortcuts with smart bookmarks

From: Acrobat X Tips and Tricks

Video: Making shortcuts with smart bookmarks

If the audience for your PDFs are not really familiar with Reader functions, or with Adobe Acrobat, there are a few ways that you can improve their experience, and make it a little easier for them to work with. What I like to do is add little shortcuts to frequently accessed menu commands right here in the Bookmarks panel. I mean, this document already has a bunch of bookmarks, but even if it doesn't, you could still add your own bookmarks that actually don't go to any place in the document itself, but that call on menu commands.

Making shortcuts with smart bookmarks

If the audience for your PDFs are not really familiar with Reader functions, or with Adobe Acrobat, there are a few ways that you can improve their experience, and make it a little easier for them to work with. What I like to do is add little shortcuts to frequently accessed menu commands right here in the Bookmarks panel. I mean, this document already has a bunch of bookmarks, but even if it doesn't, you could still add your own bookmarks that actually don't go to any place in the document itself, but that call on menu commands.

And then, of course, you would want to set your PDF to automatically open with the Bookmarks panel showing. So underr Initial View in Document Properties, you'd want to make sure the Navigation tab is set to Bookmarks Panel and Page, otherwise they'll never see your cool little shortcuts. And I talked about setting up the initial view in a previous video. So how do we make these cool little shortcut bookmarks? Well, go to the Bookmarks panel, and then choose New Bookmark, and give it a name.

Like, let's say that we want people to be able to print this quickly; I'm just going to write a bookmark that says Print, and now I am going to right-click it, and set some Properties for this. First of all, I'd like this to be bold, and we can leave the color as black, I suppose. And then under Actions, we're going to Add an Action. We are going to have it choose a menu item. This is the one that we use most often: Execute a menu item. There are lots of other kind of bookmark actions you can do, but the ones that I'm talking about are mainly having to do with the menu item, and now you click Add, and then here is the list of different menu items that can be accessed simply by clicking this bookmark.

Not every single menu item can be, but definitely File > Print can. So you just select that, click OK, and then you see that by default, because I created the bookmark on Page 1, the default action for a bookmark is to go to a page. So you could just leave this as 1 if you want, but actually, what if I am on Page 9, and I want to print? I don't want this bookmark to automatically go to Page 1, and then print. So I'm going to select this action and press Delete, because all I want this bookmark to do is to choose File > Print.

Click OK, and now let's go ahead and do that. We'll go over here, and then we'll choose Print. So it stays on that page, but the Print dialog box comes up. Here is another one that I do a lot, especially with Acrobat and Reader X, which don't have a find field. I'll go ahead and -- let me go back to Page 1. I am going to add another bookmark here, and I'll call this Find, and I'll do another one: Search. And I will change Properties for Find to Bold as well, and under Actions, Execute a menu item, Add, and that's under Find. And then I'll get rid of this; Go to a page in the document. And then Search; I am going to do the same thing. Properties, and then under Actions we want to have them go to search, because those are two separate things that not a lot of users realize are possible in Reader and Acrobat.

Get rid of this guy. So other things you can do is, like, to have them choose the Help menu, so you can enter a bookmark that says Help. You can even have them go to your Web site. Let's do that; one more. So I'll say Visit Two Trees Web Site. Properties, we'll make this one Italic and red. And then under Actions, instead of Execute a menu item, we'll say Open a Web link; Add.

I don't know if there's a Two Trees Web site, so I am just going to type in Lynda.com here. And get rid of this guy. I'm going to change the order, so I am just going to drag him up, maybe below Print, like that. So whenever you are dealing with an audience who are not familiar with Reader or Acrobat, it's a kindness for you to add the functions that they'll probably want to use as handy little bookmark shortcuts right in the PDF.

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This video is part of

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Acrobat X Tips and Tricks

54 video lessons · 12000 viewers

Anne-Marie Concepción
Author

 
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  1. 1m 38s
    1. Welcome
      53s
    2. Using the exercise files
      45s
  2. 27m 18s
    1. Making a PDF of the Help file
      3m 28s
    2. Locating your favorite tools in the new Acrobat X interface
      6m 16s
    3. Customizing the toolbars
      4m 16s
    4. Discovering the secrets of the Quick Tools bar
      4m 49s
    5. Finding the most useful secret toolbar
      4m 54s
    6. Locating the missing Create a New... command
      3m 35s
  3. 11m 32s
    1. Faster zooming with the Loupe tool
      4m 14s
    2. Creating and viewing facing pages
      3m 2s
    3. Viewing splits
      4m 16s
  4. 59m 5s
    1. Editing existing text
      7m 8s
    2. Creating client-editable PDFs
      8m 43s
    3. Adding text with the Typewriter tool
      5m 54s
    4. Adding text with the Text Box tool
      6m 18s
    5. Erasing private info
      6m 51s
    6. Scaling and cropping images
      3m 2s
    7. Checking and changing image resolution
      4m 34s
    8. Updating content without losing buttons and links
      7m 25s
    9. Increasing page size
      4m 49s
    10. Converting color to grayscale
      4m 21s
  5. 13m 28s
    1. Extracting text without tears
      8m 44s
    2. Extracting images and graphics to use elsewhere
      4m 44s
  6. 28m 7s
    1. Printing double-sided pages
      4m 24s
    2. Printing posters and banners
      5m 35s
    3. Scaling and resizing PDFs to your paper size
      12m 19s
    4. Printing a booklet
      5m 49s
  7. 16m 59s
    1. Making a friendlier cover sheet
      5m 23s
    2. Changing the cover sheet for all portfolios
      6m 4s
    3. Forcing a sort order
      1m 25s
    4. Editing Acrobat 9 portfolios in Acrobat X
      4m 7s
  8. 12m 27s
    1. Creating signature stamps for casual signing
      7m 29s
    2. Creating simple secure signatures
      4m 58s
  9. 43m 38s
    1. Getting rid of the purple bar
      1m 59s
    2. Designing forms that Acrobat can convert
      8m 47s
    3. Creating interactive form fields in InDesign
      6m 4s
    4. Converting a form to a regular PDF
      3m 48s
    5. Flattening a form
      3m 59s
    6. Filling out a flat (not interactive) form
      7m 43s
    7. Updating a form field without redoing the fields
      5m 22s
    8. Enabling and customizing Auto-Complete
      2m 35s
    9. Creating a form that lets Reader users save their data
      3m 21s
  10. 9m 11s
    1. Printing comments
      2m 54s
    2. Exporting comments to Microsoft Word
      6m 17s
  11. 8m 55s
    1. Searching a scanned PDF
      2m 45s
    2. Highlighting all found text in your PDF
      6m 10s
  12. 11m 40s
    1. Creating a batch action with hot folders
      5m 15s
    2. Converting JavaScript to Actions
      6m 25s
  13. 26m 17s
    1. Building smaller PDFs with the same content
      8m 4s
    2. Making PDFs open to a useful view
      6m 11s
    3. Making shortcuts with smart bookmarks
      4m 41s
    4. Testing font embedding for true previews
      4m 43s
    5. Enabling full commenting tools for Reader
      2m 38s
  14. 3m 43s
    1. Next steps
      3m 43s

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