Using Bookmarks for Navigation around a PDF File

Use bookmarks to create your "go to" points (hotspots) for jump references used for navigation within PDF files.

When inserting bookmarks, note the following points.

To create bookmarks for "go to" points

  1. In your Word source file, select the heading text to which you want to navigate.

  2. Select the Bookmark command from the Insert menu. (Alternatively, press Ctrl+Shift+F5.) The Bookmark dialog is then displayed.

  3. In the Bookmark name text box, specify a bookmark name that is unique within the document, and then click the Add button.

    If you want to immediately create a reference field to that bookmark from elsewhere in the document, copy the text to the clipboard (Ctrl+C when it is selected) in the Bookmark name text box before you click the Add button.

It is preferable to display the bracket symbols ([]) that Word creates around a bookmark, by checking the Bookmarks check box on the View sheet of the Options dialog, accessed from the Tools menu.

Take care each time you move text to a position in front of a bookmark. If the bookmark brackets are not visible and you place your caret to the left of the text of your bookmark, the caret is actually positioned inside the bookmark. Unexpected (and unwanted) results will occur if you make an insertion at this point.

If links are required from other documents in the product information library, it is simpler to insert a hyperlink instead of a reference field that must subsequently be converted to a hyperlink during the pre-production phase of the document.

To create references to bookmarked headings

To access a bookmarked help heading from within a PDF file, you must insert a reference field to that bookmark by performing the following actions in your Word source file.

  1. Select the word or words in your text that you require as the "jump from" point. This is most often a reference to the heading to which you want to jump.

  2. Select the Field command from the Insert menu.

  3. In the Field codes text box, delete the equal sign (=) and then specify the following.

    ref <bookmark-name>

    Rather than trying to remember the exact bookmark name, you may find it more convenient to split your document (by using the Split command from the Window menu), searching for the bookmarked heading that you want to reference, accessing the Bookmark dialog from the Insert menu for that heading, and then copying the bookmark to the clipboard so that you can paste it after the space that follows the word ref in the Field codes text box in the Field dialog.

  4. Click the OK button to insert the bookmark.

    To ensure that you can easily determine the location of reference fields within your Word document, select the Always value in the Field shading combo box on the View sheet of the Options dialog.

    The field is then displayed with a gray-scale background.

  5. Select the field and then apply a color of your choice (for example, the bright blue color) to the reference field by selecting the required color (for example, the Blue color) from the Font Color icon on the Formatting toolbar or by selecting the reference field and then selecting the appropriate colored square (for example, the bright blue square) displayed in the extended Font color drop-down list box on the Font dialog.