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InDesign Secrets
Illustration by John Hersey

065 Creating bookmarks for PDFs


From:

InDesign Secrets

with Anne-Marie Concepción and David Blatner

Video: 065 Creating bookmarks for PDFs

When you open up a PDF in Acrobat or in Reader, it's a lot easier to navigate if the person who created the PDF was thoughtful enough to include bookmarks. Here is the InDesign CS6 user manual for example, which as you can see, 738 scintillating pages, but if you open up the Bookmarks panel in Acrobat or in Reader, you say, ah, it's a lot easier. Here is where they talk about Tables. And there is a disclosure triangle, so if I want to see all about Formatting tables, that's one example.
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  1. 5m 17s
    1. 138 Sharing presets, workspaces, and custom shortcuts sets
      5m 17s
  2. 12h 46m
    1. 001 Intro to InDesign Secrets
      51s
    2. 002 The hidden "auto-expand text" feature
      5m 51s
    3. 003 Letting InDesign do the math for you
      3m 15s
    4. 004 The indispensible Quick Apply feature
      5m 29s
    5. 005 Customizing the Links panel
      6m 53s
    6. 006 Magically building graphs with the Chartwell font
      7m 43s
    7. 007 Using the Eyedropper tool to pick up character or paragraph attributes
      3m 21s
    8. 008 Selecting through and into objects using cmd-click and Select Above/Below
      5m 46s
    9. 009 Some great tips and tricks for the Swatches panel
      9m 40s
    10. 010 Saving down for backward compatibility with INX and IDML
      5m 55s
    11. 011 Using the INX and IDML formats to fix problems
      4m 46s
    12. 012 InDesign's Easter eggs
      5m 0s
    13. 013 Three cool GREP styles everyone can use
      7m 35s
    14. 014 A field guide to special characters
      8m 2s
    15. 015 Trashing the application preferences to solve weird behaviors
      4m 42s
    16. 016 Aligning numbered lists by decimal points
      3m 10s
    17. 017 Running a script
      9m 33s
    18. 018 When text disappears from a text frame
      6m 18s
    19. 019 Preview and Presentation modes (changing color, etc.)
      4m 8s
    20. 020 Using multiple windows for comparisons
      3m 35s
    21. 021 Putting images on a stroke
      5m 23s
    22. 022 Making your own motion path
      5m 43s
    23. 023 Copying objects between Illustrator and InDesign
      6m 53s
    24. 024 Using layer comps in Photoshop files to show alternates in InDesign
      4m 19s
    25. 025 Adding custom HTML tags to EPUB/HTML exports
      5m 32s
    26. 026 Tracking down type issues with the composition highlighter
      8m 13s
    27. 027 Managing your InDesign panels
      5m 46s
    28. 028 Creating running heads using variables
      5m 1s
    29. 029 Live Caption tips and tricks
      8m 3s
    30. 030 Making professional drop caps
      10m 37s
    31. 031 Making two-state buttons in interactive documents
      5m 5s
    32. 032 Moving pages from one document to another
      3m 15s
    33. 033 Wrapping bulleted text around a curve
      5m 58s
    34. 034 Importing a custom dictionary
      7m 8s
    35. 035 Changing document orientation and page size
      6m 45s
    36. 036 Numbering instead of using auto page numbers
      6m 23s
    37. 037 Setting story order with the Articles panel
      8m 3s
    38. 038 Updating a linked table without losing formatting
      5m 38s
    39. 039 Creating electronic sticky notes
      4m 49s
    40. 040 Moving master page items to the top layer for visibility
      2m 48s
    41. 041 Five guide tricks that will impress your coworkers
      6m 18s
    42. 042 Letting InDesign add the diacritics
      4m 21s
    43. 043 Using single-cell table cells for custom paragraph formatting
      6m 2s
    44. 044 Formatting fractions correctly
      8m 11s
    45. 045 Fixing unwanted hyperlinks in an imported Word file
      5m 57s
    46. 046 Inline graphic tricks with invisible paragraphs
      4m 21s
    47. 047 Ensuring the first line of every chapter starts in the same spot
      3m 1s
    48. 048 Specifying an exact amount of space between objects
      5m 17s
    49. 049 Fixing last lines that are too short
      8m 16s
    50. 050 Creating web graphics from your InDesign artwork
      7m 20s
    51. 051 Using “No Language” to suppress unwanted hyphenation, spell-checking, and smart quotes
      2m 48s
    52. 052 Five things that should be in every new file
      5m 19s
    53. 053 Forcing EPUB page breaks with invisible objects
      6m 21s
    54. 054 Understanding component information
      6m 39s
    55. 055 Creating running heads using section markers
      4m 16s
    56. 056 Making a font with InDesign using the IndyFont script
      5m 20s
    57. 057 Finding where that color is used
      7m 17s
    58. 058 Text wrapping
      6m 54s
    59. 059 Inserting pages: Understanding the Pages panel
      4m 20s
    60. 060 Copying paths between Illustrator and InDesign
      5m 14s
    61. 061 Automating Find/Change with the Find/ChangeByList script
      12m 48s
    62. 062 Embedding images
      7m 43s
    63. 063 Adjusting leading inside a paragraph
      4m 31s
    64. 064 Placing one InDesign file inside another
      3m 58s
    65. 065 Creating bookmarks for PDFs
      7m 25s
    66. 066 Customizing the story editor preferences
      6m 4s
    67. 067 Setting the size of text exactly with this free script
      3m 28s
    68. 068 Using Gravity to simulate perspective
      3m 15s
    69. 069 Fixing the overflowing text frame problem in EPUBs
      5m 0s
    70. 070 Ten uses of the Story Editor
      11m 39s
    71. 071 Moving an object: Ten ways!
      7m 18s
    72. 072 Understanding optical margin alignment (and the quote trick)
      4m 23s
    73. 073 Changing the shape of any frame with the pen tool
      6m 12s
    74. 074 Working with sets in the content conveyor tool
      10m 40s
    75. 075 Running text along the top and the bottom of a circle
      3m 51s
    76. 076 Creating a list using the Table of Contents feature
      3m 25s
    77. 077 Quickly threading frames together and unthreading frames
      13m 22s
    78. 078 The secrets of formatting objects with Find/Change
      6m 34s
    79. 079 Using ruler guides: 10 great tricks
      5m 3s
    80. 080 Converting a clipping path to a frame
      4m 24s
    81. 081 Adding a drop shadow to a single word inside a frame
      3m 14s
    82. 082 Creating a custom cross-reference format
      13m 53s
    83. 083 Putting different-sized pages on a single spread
      3m 7s
    84. 084 Formatting prices with nested and grep styles
      6m 21s
    85. 085 Checking out the Gridify tricks
      5m 17s
    86. 086 Using Illustrator to create InDesign gradient swatches
      4m 49s
    87. 087 Building a simple grep style to change character size
      3m 45s
    88. 088 Exporting a grayscale PDF
      3m 16s
    89. 089 Three ways to cheat text outside of its frame
      6m 8s
    90. 090 Three great Object Styles for any designer
      8m 1s
    91. 091 Choosing alpha channel image transparency
      2m 25s
    92. 092 Adding and reading metadata for InDesign files
      3m 25s
    93. 093 Adding ALT tags to your images
      6m 59s
    94. 094 How to Place & Link a text frame's text but not its formatting
      7m 4s
    95. 095 Setting the baseline position of a caption
      2m 39s
    96. 096 Managing changing pages with primary text frames
      5m 23s
    97. 097 Secrets of the Info panel
      7m 31s
    98. 098 Surprising ways to do a word count
      5m 29s
    99. 099 Placing an object where you want it with an object style
      6m 18s
    100. 100 Aligning Objects tips and tricks
      5m 10s
    101. 101 Applying corner options to any shape
      2m 17s
    102. 102 Converting footnotes to endnotes with a free script
      4m 49s
    103. 103 Making tab leaders pretty
      4m 18s
    104. 104 Converting text to outlines the right way
      4m 30s
    105. 105 Turning InDesign into a speed demon
      8m 31s
    106. 106 Working with MiniBridge
      5m 45s
    107. 107 Customize your QR codes
      6m 17s
    108. 108 Using the same keyboard shortcut for two different commands with the Context feature
      5m 22s
    109. 109 Making a text highlighter
      3m 33s
    110. 110 Updating an interactive PDF without losing work done in Acrobat
      5m 31s
    111. 111 Adding custom text at the beginning of each line automatically
      4m 0s
    112. 112 Packaging images on the pasteboard
      3m 32s
    113. 113 Automatically updating figure references for books
      6m 9s
    114. 114 Adding Tool Tips to your form fields in InDesign
      3m 21s
    115. 115 Setting poetry, flush left, center on longest line
      3m 54s
    116. 116 Use bookmarks to navigate long documents in production
      4m 57s
    117. 117 Selecting text with the InDesign keyboard dance
      2m 0s
    118. 118 Including a total page count in your page numbers
      6m 19s
    119. 119 Making a custom arrowhead
      5m 37s
    120. 120 Making alternative body text styles for fast typesetting
      5m 4s
    121. 121 Making InDesign patterns with the free PatternMaker
      3m 45s
    122. 122 Creating pull quotes the easy way
      5m 1s
    123. 123 Allow text frame to resize with text
      2m 43s
    124. 124 Mapping Word styles to InDesign styles
      5m 48s
    125. 125 Make two automatically threaded text flows
      3m 37s
    126. 126 Saving for Web in InDesign
      6m 7s
    127. 127 Numbering rows in a table
      5m 10s
    128. 128 Making automatic jump lines
      6m 52s
    129. 129 Turning off allow pages to shuffle in order to separate facing pages
      3m 40s
    130. 130 Dealing with parentheses around text size
      4m 19s
    131. 131 Make a fill in the blank label for contracts and forms
      7m 53s
    132. 132 Changing the shape of polygons and starburst as you draw or afterward
      4m 17s
    133. 133 Contextual text and images that you only want sometimes visible
      4m 55s
    134. 134 Creating nav points in a movie
      4m 31s
    135. 135 Adding effects to your rule above and rule below
      3m 38s
    136. 136 Fitting text to a specific size
      4m 45s
    137. 137 Quick tips for making a small PDF file size
      6m 9s

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InDesign Secrets
12h 51m Intermediate Aug 25, 2011 Updated Apr 17, 2014

Viewers: in countries Watching now:

In this series, David Blatner and Anne-Marie Concepción, co-hosts of the web's top resource for InDesign tips and tricks, InDesignSecrets.com, share some hidden and sometimes surprising workflow tips that will make working in InDesign more efficient and more fun. The course covers built-in timesaving features such as Quick Apply and auto-expanding text, but also little-known tricks, such as using the eyedropper to copy and paste character and paragraph text attributes and making accurate selections by selecting through or even into objects.

New techniques will be added to the collection every other week, so check back early and often. Find more tips and tricks at indesignsecrets.com.

Subject:
Design
Software:
InDesign
Authors:
Anne-Marie Concepción David Blatner

065 Creating bookmarks for PDFs

When you open up a PDF in Acrobat or in Reader, it's a lot easier to navigate if the person who created the PDF was thoughtful enough to include bookmarks. Here is the InDesign CS6 user manual for example, which as you can see, 738 scintillating pages, but if you open up the Bookmarks panel in Acrobat or in Reader, you say, ah, it's a lot easier. Here is where they talk about Tables. And there is a disclosure triangle, so if I want to see all about Formatting tables, that's one example.

Another example is in the Print & ePublishing Conference that InDesign Secrets puts on every year. Here is the attendee handout from the 2012 conference in San Francisco. You see there are 440 pages all worth of handouts, but because there are bookmarks, it makes it a lot easier for people to find their way around. So like in conference info, getting around, here is the schedule getting around the conference. Here is the floorplan, and so on, and then the actual handout themselves, iPad and Android tablet publishing with each session has their own handout right there.

So there is another one, PDF for iPad and tablet by David. These bookmarks are possible to create right in Acrobat. You can go to the Bookmarks panel and create new ones right from the menu here, but it's a lot easier to do them automatically in InDesign, and you can do that. Here is one that I created from the Roux catalog that we've been looking at in a lot of these InDesign Secrets videos where the person who opens up the catalog, a perspective student, could quickly click and it would jump them to the page where that class was.

So this is designing a basic digital character and here it is right here. The bookmarks work by just bringing you to the page, where the bookmark is. So this is a same page, so we are not moving, creating a Flash game is the same page, but stop motion animation is on the next page. Let's go ahead and create this in InDesign. The fastest way to do it is to create a table of contents. Now you don't have to have a table of contents in your document, you could put the table of contents out on the pasteboard.

But the point about creating a table of contents is that you have this wonderful little check box right here, Create PDF Bookmarks. So just go to the Layout menu, choose Table of Contents, and you can see that I have already done that in this document. All you do is you drag or you chose Add for the different styles that you want to include in the table of contents. Now we don't need the Address block to be a bookmark, right? We don't need every single paragraph styled with body to be a bookmark, but we do want every paragraph with the paragraph style of the drawing department to be a bookmark.

And also we want a course name for each one of these to be a bookmark at the second level. So you can see that if I select this and I turn on More Options, this one is Level 2, so it's indented. If we jump back here you can see that the Level 2 bookmarks are indented from their heading bookmark. This gives you the little disclosure triangle. You need to remember when you create a table of contents other than bringing over the styles that you want to include as a bookmark, is that you have to turn on Create PDF Bookmarks, otherwise it's not going to happen.

Now when you create table of contents and you click OK, and you'll always get "do you want to include items in overset text?" No, I don't care about that, and it says it's been updated successfully. Now what is that about? Well that's because there is already a table of contents in this document and the table of contents is right here. If I deleted it, say that we didn't want a table of contents, then we come back up here and we say table of contents, OK. Then it loads table of contents in the cursor where you would place at some place.

And if you didn't want to actually use it your document, you're just using it to force the building of bookmarks you could drag it out on the pasteboard. And probably it won't look as pretty as this if you didn't take the time to actually format it. Don't worry about it. Now by the way, when you turn on Create PDF Bookmarks, it will also populate InDesign's own Bookmarks panel. What? You didn't know that InDesign has a Bookmarks panel? Yes, it does. Go to the Window menu, go down to Interactive and choose Bookmarks, and Bookmarks has been part of InDesign for a while now.

You will see the exact same settings that we saw in the PDF. It has pulled the paragraph styles that we asked it to, and it has included the Level 2 paragraph styles as well, the names of the actual classes. And notice that wherever they type the word ANIMATION, and you can double-click this by the way, you can double-click all these entries in the Bookmarks panel just like you can click the Bookmarks in a PDF; you can use it for navigation. So here where it says, ANIMATION, they apparently typed it in as all caps, whereas Drawing and Applied Arts down here, they typed it in as upper lowercase and they are just using styles to format it.

If you wanted this to be upper and lowercase, you can either correct it here and then regenerate the table of contents, or you can simply edit the bookmark itself, so we can just click once on here, just like you are renaming a layer and say Animation, you could even add other terms like Animation Classes. It doesn't have to match this exactly. Now let's export this to PDF, and by the way, bookmarks work either if you export to Print, or you export to Interactive, which I thought was very interesting, and it'll work for either kind of export.

Let's do the Interactive one for now. I am going to save this out to the Desktop, and I actually don't want Spreads, so I am going to say Pages, and we'll leave everything at the default, click OK, that's fine. And then it opens up in Acrobat, which is my default program for opening up PDFs. Take a look at the Bookmarks panel and there you go. Animation Classes just like what we wrote in InDesign. So it is bringing in all of the bookmarks from InDesign and what populated the Bookmarks panel in InDesign was the table of contents.

Now if you ever need to update the PDF, if you have a taken the trouble to create your TOC, then it's not a big deal. You can just find a table of contents and select it, and then you can choose Update Table of Contents, and then re-export it remembering to include PDF bookmarks. If you export to Print, like High Quality Print, we will just call this print and don't forget to turn on Bookmarks down here otherwise they are not going to appear in the print example.

One last thing I would recommend, something that InDesign cannot do, but if you are creating bookmarks in your PDFs, make them easily discoverable by going to Acrobat's Properties menu, going to Initial View and saying that the Navigation tab should be the Bookmarks panel and the Page. So that when it first opens, the Bookmarks panel automatically opens as well otherwise a lot of people are going to miss the beautiful work that you did in your bookmarks.

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