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David Blatner brings his knowledge of and passion for InDesign to the latest release of this state-of-the-art publishing program, showing how to harness its power and functionality. InDesign CS4 Beyond the Basics covers the process of publishing with an eye on the program's latest nuances: optimizing page layouts, automating InDesign with Data Merge and XML, exploring interactive documents (including making movies), and exporting publications to a variety of formats. Exercise files accompany the course.
Any PDF document longer than a few pages that's meant to be read on screen, needs bookmarks, which let your reader jump directly to the section of the document they want to read, and pretty much all PDF readers can show bookmarks including Acrobat, of course, and we don't have any bookmarks in this document, so let's go make some. First, I need a Bookmarks panel, which I can find by going to the Window menu, and then choosing Bookmarks from the Interactive submenu. The Bookmarks panel is blank right now, so let's make our first bookmark. Here's what you do.
It's very complicated. Click on the button and then give it a name by typing. I will just say Front Page, and hit Enter, and that's it. I have done my bookmark. Now the bookmark will take me to whatever page is currently visible in InDesign. So let's say I want to add another bookmark on the last page of the document. Just go to last page, make sure the last page is visible and selected here, and I will come over here and make a new bookmark called Last Page. It's as simple as that.
And the cool thing is I can actually use the Bookmarks panel as a navigation tool in InDesign. These actually work in InDesign. If I double-click on Front Page, it takes me to Front Page, double- click on that one, then it takes me to the Last Page. I could make bookmarks manually going to the entire document making them one by one, but I would rather do it automatically, and I can see that in my document I have a bunch of headlines for each article. I would like to grab each of those, and make it into a bookmark automatically. Can you do that? Sure you can. In our earlier chapter, I talked about making table of contents and that's what we need here to make our bookmarks. I will go to the Layout menu, choose Table of Contents, and add the paragraph styles that I want to turn into Bookmarks. In this case, I have got three different styles for my article headings, Article Head Black, Article Head Outline, Article Head White.
I click on the first one and then Shift-click on the last one to select all of them, then I click on the Add button to add all of those to the include paragraph styles list. If you don't see all of this stuff at the bottom of your Table of Contents dialog box, then you will need to click on the More Options button over here. Right now it says Fewer Options, but if it's hiding, then you need to click on More Options so you can see all of this good stuff. I am going to change the level to 1 for all of these, and when you have all of these set to level 1. In other words, all at the same level, it means basically find me this paragraph style, or this paragraph style, or this paragraph style, all right? Now I don't care really about the rest of this right now, except that I think I will set the entry style to basic paragraph style. If you have a different paragraph style that you want to use that's fine too. I am just going to use something that's basic so that in my Table of Contents, the text isn't so big. If I set it to that same style then all of the items in my Table of Contents would look like that and that would be really annoying.
The only other really important feature inside the Table of Contents dialog box right now is the Create PDF Bookmarks check box, so I want to make sure that check box is turned on, or else of course, I won't get my bookmarks, click OK, and we can see all of those show up here in the Bookmarks panel now. It went to the whole document and it made my bookmarks for me. If I was working on a long document with a book panel open, I could have done that for all the documents in the single book. We can even try this out, let's double-click on this pastilles and it takes us right to this page.
Now notice that I also have a place cursor selected right now. That's because I made my Table of Contents, and InDesign is trying to figure out where should I put the Table of Contents. I am going to drop it out on the Front Page here. I will just drop it on the page border and move it over. In order for this bookmarks to make it into the final PDF, you have to have the Table of Content somewhere in your document, on some page but in this case, I don't actually want to see this table of contents because it's really ugly and I don't need a table of content in this document. Well, good news is, I have to have it in the document on a page, but I don't have to see it. So I will go to the Window menu, go to the Attributes panel, and I am going to set this text frame to Nonprinting. As soon as it's nonprinting, of course, we can't see it anymore in the final PDF, but it is really there behind the scenes.
Let's move that out of the way, and we can see that these bookmarks are not in a very good order. I have front page and then last page, and then my other items, so I can re-order these bookmarks simply by dragging them around. I'll click on Last Page, and I'll drag it down to the bottom. The other thing I am noticing is that I just don't' like the way some of these bookmarks look, like 'happy anniversary,' with a comma after the end. I like to rename that. No problem, just select it, go up to the fly-out menu and choose Rename. You can call this anything you want.
For example, I'll capitalize this perhaps something like this, and let's get rid of that comma at the end, click OK, and it updates here in the Bookmarks panel. All right, it's time to try out our bookmarks. Let's go to the File menu, choose Export, make sure Adobe PDF is set in the Format dialog box, and then we will save it. Now the key here is to make sure your bookmark check box is turned on. If that check box is not on, you will not get your bookmarks. It's just as simple as that. So we have that on. I am going to save this to an Acrobat 6 file, because that's a pretty common format for people that will open in almost anything.
I will click Export and let's try it out. It's going to export all of these pages and put the bookmarks into the document for me. When the PDF opens in Acrobat, I can't immediately see those bookmarks, but if I click on a Bookmark icon in Acrobat I can see that they are actually here, in the order they were in the panel, and even with their names that we have renamed. If you are making a PDF document and you've gone through all the trouble of making these bookmarks, you might want those bookmarks to be visible in Acrobat whenever they open a PDF file, and you can do that with an Acrobat by going to the File menu and choosing Properties. Then you go to the Initial View tab and in the Navigation tab pop-up menu choose Bookmarks panel and Page. I click OK, and I save the document. I just press Command+S or Ctrl+S on Windows and the next time anybody opens this PDF, they will see the document and the Bookmarks.
Let's try it out. Click on Happy Anniversary and it takes me right to the page. It couldn't get easier than this.
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