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This article applies to:

  • Product: safesend
  • Audiences: Staff

Bookmarking options

The Bookmarking tool lets you create a complete index of your source documents for your work papers.
note
The following applies to TicTie Calculate version 5.x and 6.x. Refer to the Check your version of TicTie Calculate article for more information.

Bookmark options

  1. Select
    Bookmarks
     to expand the bookmark options.
  2. Select
    Use Bookmark Template
     to open the
    Add Bookmarks
     window.
  3. Select
    Expand all Bookmarks
    or
    Collapse all Bookmarks
    for existing bookmarks in the PDF.
  4. Select
    Bookmark Inserted Pages
     to manage page insertions and their related bookmarks.
    • Append PDF Pages as a single bookmark
    • Append PDF pages without bookmark

Set bookmark template window

note
The other 1040 templates are designed to work with OCR technology from various tax software providers and scan programs (GruntWorx, Lacerte, and ProSystem). These templates are provided by the respective service providers, and we're not responsible for their accuracy or ease of use.
  1. Select
    Bookmarks
     to expand the bookmark options.
  2. Select
    Use Bookmark Template
     to open the
    Add Bookmarks
     window.
  3. Resize the window to make it larger or move this window around the screen or to another monitor for ease of use.
  4. Select
    Toggle Bookmark Pane
     to hide or display the bookmark pane in Adobe Acrobat®.
  5. Select
    Delete Bookmark
     to remove a bookmark.
    • Select
      Delete associated pages
       to delete pages as well.
    • Select
      Confirm
       to delete.
  6. Select
    Delete All Bookmarks
     to remove all the bookmarks in the PDF file (recommended).
  7. Select
    Yes
     to verify.
  8. Select the
    Zoom
     dropdown to select the default zoom level for the bookmark being placed.
  9. Select
    Create Template
     to create a custom bookmark template.
  10. Select the
    Bookmark Template
     dropdown to select which template to use.
  11. Select
    Apply
     to apply the template and begin bookmarking.

Applying bookmarks

Once a template is applied, the bookmark tree structure displays in the template window.
note
  • You only need to bookmark the 1st page of any multi‐page document.
  • If you use separator pages and you want to include them in PDF, be sure to include a
    <description>
     for each so the repagination works correctly.
  • Repagination should only be performed once.
  • Multiple edits and repagination events can cause the pages to be out of order.
  1. Select the arrow icon to expand a section.
  2. Select the branch you want to begin on.
    • Use the up and down arrow keys to go through the tree structure.
    • Use the right and left arrow keys to expand and retract the categories.
  3. Select a
    <description>
     field to add a custom child bookmark (optional).
  4. Enter the bookmark name into the
    Bookmark Text
     field.
  5. Select
    Set Bookmark
     to assign the highlighted bookmark to the page displayed in Adobe Acrobat.
  6. After a bookmark is set, you're automatically moved to the next page of the PDF.
  7. Continue progressing through the source documents to bookmark the remaining pages.
  8. Select
    Close
     once all bookmarks have been placed.
  9. Select
    Repaginate
     to re-order the pages of the PDF to match the applied bookmarks.

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