Bookmarking PDF Documents by Text Pattern
Introduction
The AutoBookmark™ software can automatically create multiple-level bookmarks in a PDF document that contains invoices, account statements, reports. The following tutorial is going to show how to take a PDF file with multiple invoices and create hierarchically structured multi-level bookmarks. The “billing” type would be at the first level, and invoice numbers – at the second level.
Bookmarks will be arranged by the "billing" type. The resulting bookmark structure provides an effiient way to reveiw and navigate document content.

Input Document Description
The input PDF document contains multiple invoices of variable page length. First page of each invoice contains invoice number and one of 3 different labels - COD, CORPCOD and CORPORATE (“billing” type).
Bookmarking Approach
Each invoice typically has an invoice number somewhere on the page. We are going to use “Bookmark Text Patterns” function provided by AutoBookmark plug-in to create multiple-level bookmarks based on billing type and invoice numbers. The “billing type” bookmarks are going to be created at the first level, while invoice numbers – at the second level.
Prerequisites
You need a copy of Adobe Acrobat Standard or Professional along with AutoBookmark™ plug-in installed on your computer in order to use this tutorial. You can download trial versions of both Adobe Acrobat and AutoBookmark™.
Step 1 - Open a PDF File
Start Adobe® Acrobat® application and open a PDF file using “File > Open…” menu.


Step 2 - Open “Bookmark Text Patterns” Dialog
Use “Plug-ins > Bookmarks > Bookmark Text Patterns…” menu to open “Bookmark Text Patterns” dialog.


Step 3 - Add First Bookmark Level Settings
Press “Add Level…” button to create description of the first bookmark level. “Bookmark Level Settings" dialog is going to appear on the screen.


Step 4 - Configure Bookmark Level Settings
Specify text pattern by entering “COD|CORPCOD|CORPORATE” as a regular expression for the first bookmark level. This text pattern will bookmark any page that contains any of these labels: “COD”, “CORPCOD”, “CORPORATE” .
Click “OK” button once done.


Step 5 - Add Second Bookmark Level Settings
Press “Add Level…” button to enter a description of the second bookmark level. “Bookmark Level Settings" dialog is going to appear on the screen.

Step 6 - Configure Bookmark Level Settings
Specify text pattern by entering “Invoice Number: \d+” as a regular expression for this bookmark level. All occurrences of “Invoice Number: XXXXXXX” (where XXXXXX is a number) will be bookmarked by this text pattern.
Click “OK” button once done.


Step 7 - Start Bookmarking Process
Now you should see 2 entries in the "Bookmark Levels Settings" box. One for each bookmark level.
Optionally Press “Save To File…” button to save bookmarking settings into a settings file (*.abmp extension). You can load and reuse settings from this file later.
Click ‘OK” button to start bookmarking process.


Step 8 - Examine the Results
The number of bookmarks created will be reported at the end of the procedure.
Click “OK” to inspect the results.


Step 9 - Inspecting the Results
The AutoBookmark™ plug-in automatically creates 2-level bookmarks for each invoice page: 1st level – “billing” type; 2nd level – invoice number. Thus, in certain cases the bookmarks are duplicated. Now we need to merge duplicated bookmarks.


Step 10 - Open “Merge Duplicate Bookmark Titles” Dialog
Select “Plug-ins > Bookmarks > Merge Duplicate Titles…” from a menu to open “Merge Duplicate Bookmark Titles” dialog.


Step 11 - Configure Merging Duplicate Bookmarks Settings
Define starting and ending bookmark level to be merged.
Enter “1” in “Starting bookmark level” box. Enter “2” in “Ending bookmark level” box.
Click “OK” to start the process.


Step 12 - Inspecting the Results
The AutoBookmark™ plug-in has automatically combined multiple bookmarks with the same title into a single bookmark. If bookmarks had child bookmarks, then they were consolidated under unified "parent" bookmark. Now this document has 2 bookmark levels and all bookmarks are arranged by the "billing" type (1st level – “billing” type; 2nd level – invoice number, that points at the first page of each invoice).