About PDF Bookmarks

PDF Bookmark workflow options are available and can be applied to hard copy documents or electronic attachments. Administrators can make the Create Bookmark button available to WebApps users.

PDF Bookmark Workflows

  • Hard copy documents — You can create bookmark separator sheets to separate multiple scanned documents that may be; for example, from a single binder of documents. Bookmark separators are reusable.
  • Electronic attachments — You can enable several properties as prompts to allow users to merge multiple attachments into a single PDF using bookmarks to annotate the documents. You can configure the system to apply the attachment names to the bookmarks.

Note: PDF Bookmarks require a Data Extractor license.

Creating PDF Bookmarks

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For Hard copy documents

To create a PDF bookmark for hard copy documents you must complete the following tasks.

For Electronic attachments

To create a PDF bookmark for electronic attachments you must complete the following tasks.