Introduction to PDF Bookmarks with Accelio Present Central

This document presents a practical example of generating PDF bookmarks using Accelio Present Central. It demonstrates how to create and utilize bookmark files to enhance the navigation and organization of PDF documents. The sample data file, template design, and bookmark file are included to provide a comprehensive understanding of the process.

• The sample demonstrates the use of primary and secondary bookmarks in a PDF file.
• It utilizes a data file with eight separate records to generate a PDF with eight pages.
• The bookmark file allows for selective indexing of data and creation of navigation panes in the PDF.

Understanding the Sample Data and Bookmark File

The provided example utilizes a sample data file (ap_bookmark.dat) and a bookmark file (ap_bookmark.bmk). The data file contains information about transactions, including dates, descriptions, types, and amounts. The bookmark file defines the organization and sorting of the data in the PDF.

• The data file includes fields such as "trans_date", "description", "trans_type", and "trans_amount".
• The bookmark file contains sections for "Invoices by Date", "Invoices by Item Type", and "Invoices by Transaction Amount".
• The bookmark file defines the sorting order (ascending or descending) for each section.

Implementing Bookmarks in Accelio Present Central

To deploy and utilize the sample in your environment, you need to perform the following steps:

• Open the template design (ap_bookmark.IFD) in Accelio Present Output Designer and recompile it for your desired output target.
• Modify the -z option in the ^job command within the data file (ap_bookmark.dat) to specify the target output device, bookmark file, and desired section for bookmark generation. For example:
• To bookmark by invoice date, use the command: -abmkap_bookmark.bmk -abmsinvoices
• To bookmark by transaction type, use the command: -abmkap_bookmark.bmk -abmstype
• To bookmark by transaction amount, use the command: -abmkap_bookmark.bmk -abmsamount
• Place the files (ap_bookmark.IFD, ap_bookmark.mdf, ap_bookmark.bmk) in the appropriate directories based on your implementation.
• Place the data file (ap_bookmark.dat) in the collector directory scanned by Accelio Present Central to run the sample.

Navigating the Bookmark Pane

Once you have generated the PDF with bookmarks, you can navigate through the document using the bookmark pane. The pane displays the available bookmarks, enabling you to quickly jump to specific sections of the report.

• In Adobe Acrobat Reader, you can enable the display of bookmarks by clicking on Window > Show Bookmarks.
• Clicking on a specific bookmark in the pane will display the corresponding page within the PDF document.
• This provides a convenient way to browse and access relevant information within a large PDF document.

Example: Invoices by Date

The "Invoices by Date" section in the bookmark file sorts the transactions according to their dates in ascending order. This allows you to easily find all invoices from a particular date range.

• By selecting a specific date from the "Invoices by Date" bookmark, you will be taken to the corresponding page within the PDF document.
• This organization makes it easy to quickly locate specific invoices based on their dates.

Conclusion

Creating PDF bookmarks using Accelio Present Central is a powerful way to enhance the organization and navigation of your PDF documents. The bookmark files provide a flexible mechanism for organizing your data and creating interactive menus within your PDF reports.

• The ability to create multiple bookmark sections allows you to categorize and access your data in various ways.
• This functionality is especially useful when generating large reports with a significant amount of data.
• By implementing bookmarks, you can provide a more user-friendly and interactive experience for your PDF reports.