Bookmarks can be created automatically using PDF page labels or the text contained within a defined a region of a PDF.

To automatically create bookmarks:

1. Go to View > Tabs >  Bookmarks or press ALT+B to open the Bookmarks tab.

2. Click Create Bookmarks. The Create Bookmarks dialog box appears.

   

3. Select one of the following options for generating bookmarks:
   • Page Labels: Select to create bookmarks using the document's existing page label.

   • Page Region: Select to create bookmarks using text within a defined region. To define the region:

     1. Click Select. The dialog box disappears, replaced with a crosshair cursor.

     2. Click and drag to define a region on the PDF. Generally speaking, the data in this region should be located in the same place on each PDF. When the region has been defined, the AutoMark dialog box appears.

        

     3. To add another region, click Add. The AutoMark dialog box disappears, replaced with a crosshair cursor again. Click and drag to define another region. The AutoMark dialog box reappears with the new region added to the Selection field. There is no limit to the number of regions that can be added.
        • Review the sample page label, as shown under Preview. If desired, click in the Selection field to add text before, after or between [Regions].
     4. When all regions have been defined, click OK. The AutoMark dialog box closes, replaced by the previous dialog box.

        Note: AutoMark is most suitable for documents that are vector-based, are the same size and have the same registration. AutoMark might not work as expected if the pages are different sizes, if some of the pages are not searchable or if the scans are not properly registered.
        

4. To select a Page Range, click the Pages menu and select from the following:

   • All Pages: Sets the range to all pages.
   • Current: Sets the range to the current page only. The current page number will appear in parentheses, for example, Current (2) if page 2 is the current page.
   • Selected: Sets the range to the current selection. This option only appears if pages were selected prior to invoking the command.
   • Custom: Sets the range to a custom value. When this option is selected the list becomes a text box. To enter a custom range:
     • Use a dash between page numbers to define those two pages and all pages in between.
     • Use a comma to define pages that are separated.

     For example: 1-3, 5, 9 will include pages 1, 2, 3, 5 and 9.

5. Click OK.

Action controls what happens when a bookmark is clicked. To define the action of a specific bookmark:

1. Go to View > Tabs >  Bookmarks or press ALT+B to open the Bookmarks tab.
2. Select the desired bookmark and click Action on the Bookmarks tab toolbar. The Action dialog box appears.

   • Alternatively, right-click the desired bookmark and select Action.

   

   There are six actions that can be configured:

   Jump to Page: Moves to a specific page number in a selected PDF. To set this action:

   1. Select the PDF from the Jump To dropdown menu. Only PDFs that are currently open in Revu will be available.
   2. Specify where in the PDF to jump to by entering a page number in the Page field.
   3. Set the zoom factor or scale of the page that is displayed by choosing the desired setting from the Scale dropdown menu. The pages can be set to display either in a Fit Page, Actual Size or Fit Width mode. Alternatively, the Inherit Zoom setting will display the page at whatever the current zoom setting is within Revu.

   Jump to Place: Moves to a predefined Place on a PDF. The location of a Place can be changed later without breaking the action. To set this action:

   1. Select the PDF from the Jump To dropdown menu. Only PDFs that are currently open in Revu will be available.
   2. Select the Place from the Place dropdown menu. If the desired Place does not already exist, click the Create button to create one on the fly.

   Jump to Space: Moves to a predefined Space on a PDF. To set this action:

   1. Select the PDF from the Jump To dropdown menu. Only PDFs that are currently open in Revu will be available.
   2. Select the Space from the Space dropdown menu.

   Note: If an Action is set to jump to a Space that is subsequently deleted, the Action will be automatically converted to Snapshot View, as described below.

   Snapshot View: Moves to a specific, zoomed in area of the current PDF. This option is useful for zooming into specific views of a region of a large format drawing, such as a particular elevation detail. Click Get Rectangle to define the area of the drawing to jump to.

   Hyperlink: Opens the URL entered in the Hyperlink field. The URL will open in a WebTab within Revu or in the device's default browser (as determined by the Open PDF Hyperlinks in WebTabs setting in WebTab Preferences).

   Open: Opens the file specified in the Open File field. Click the button to open a file browser.

   Use Relative Paths: Revu can store either a full or relative path to a file. When a full path is stored, the location of the file is defined from the drive it resides on; when a relative path is stored, it defines the location of the linked file relative to the current file. A full path is best when you plan to move the file storing the link but not the file being linked to, such as when the linked file resides on a network drive that is accessible to all users. A relative path is best when both files are liable to be moved, such as when you are archiving an entire project to CD, or moving a project to another computer. For more information and Relative vs Full Path, see Understanding Relative vs Full Paths.

Click Audit Bookmarks to determine whether bookmarks are broken. A bookmark is considered broken if the Action points to a page that is no longer in the current PDF. It is a good idea to audit the bookmarks after PDF combine operations have been performed.

After the audit is complete, a dialog box will appear and report how many broken bookmarks have been found.

Then a red X will display to the left of a broken bookmark. Either delete the bookmark or change the Action to point to a valid page.

Bookmarks in one or more PDFs can be exported to a CSV or PDF file. These bookmark reports can contain just top-level bookmarks or all bookmarks and can be presented in different styles.

1. Go to View > Tabs >  Bookmarks or press ALT+B to open the Bookmarks tab.

2. Click Export Bookmarks on the Bookmarks toolbar. The Export Bookmarks dialog box appears.

   

3. The active PDF (if any) will be automatically added to the Current Pages list. To add more PDFs to the list, select one of the following options from the Add list:

   • Add Files: Adds individual files from a network or local drive. Selecting this option will cause the Open dialog box to appear. Navigate to the appropriate location and select the desired files.
   • Add Open Files: Adds all files currently open in Revu.
   • Add Folder: Adds all files in a selected folder on a network or local drive, but not files contained in subfolders. Selecting this option will cause the Select Folder dialog box to appear. Navigate to the desired folder and select it.
   • Add Folder (including subfolders): Adds all files in a selected folder on a network or local drive as well as all files within any of its subfolders. Selecting this option will cause the Select Folder dialog box to appear. Navigate to the desired folder and select it.
4. Select the desired Formatting options:
   • All or Top Level Bookmarks Only: Selecting All will include all bookmarks in the export. Selecting Top Level Bookmarks Only will include only the top level bookmarks and exclude any child-level bookmarks.
   • Tree Style or Index Style: Selecting Tree Style will maintain the parent-child structure of the Bookmarks tab in the export file. Selecting Index Style will format the bookmarks in a single column in the export file.
5. Select a format for the export file from the Save As menu.

   • There are different save options available for each format type. Click Options to edit them:

     PDF Options

     • Create Hyperlinks: When enabled, the export file will include hyperlinks to the source pages.

       Note: Bookmark exports generated from PDFs hosted in a Studio Session will not include hyperlinks.

     • Stamp Date and Stamp Time: When enabled, adds that information to the footer of the report.

     • Overwrite Existing File: When enabled, if an existing file with the same file name is present in the save location, it will be automatically overwritten.
     • Open File After Creation: When enabled, the report automatically opens after creation.

     • Page Size and Orientation: Sets the page size and orientation of the report.
     CSV Options

     • Include Hyperlinks: When enabled, the export file will include hyperlinks to the source pages.

       Note: Bookmark exports generated from PDFs hosted in a Studio Session will not include hyperlinks.

     • Include Column Headers: When enabled, the export file will include automatically generated column headers.

     • Overwrite Existing File: When enabled, if an existing file with the same file name is present in the save location, it will be automatically overwritten.
     • Open File After Creation: When enabled, the report automatically opens after creation.
6. Enter a suffix to append to the name of the export file in the Summary Suffix field, if desired.
7. Select the desired Output Folder option:
   • Use source file folder: Select this option to place the export file in the same folder as the source file.
   • Pick Custom Folder: Use this option to specify a local or network folder in which to save the export file.
8. Click Export.