When working with large documents, bookmarks can be a helpful way of quickly jumping to specific sections in the document and navigating through hundreds or thousands of pages in a PDF more efficiently.
CaseFleet's bookmarks feature gives you the ability to save various locations in a document so you can quickly revisit them later at the click of a button. Moreover, any existing bookmarks present in PDF documents are automatically created for the document in CaseFleet.
This article covers:
Viewing Existing Bookmarks (PDF only)
When a bookmarked PDF file is uploaded as a source, CaseFleet automatically clones any existing bookmarks for use within the document reviewer.
To view an existing PDF bookmark, open the document reviewer and click the bookmarks icon in the toolbar to display the bookmarks sidebar:
To create a bookmark, launch the document in the reviewer window, and navigate to the desired page. Click the ribbon icon in the toolbar to display the bookmarks sidebar, then click the orange "Create New" button at the top of the pane.
A pop-up modal will display, where you can enter a title for the bookmark, and confirm the page number for the bookmark's location.
Save the bookmark, and it will now appear in the sidebar. Simply click on the bookmark to jump to the desired page in the document.
Editing and Deleting Bookmarks
To edit an existing bookmark, hover over the bookmark title and click on the pencil icon. This will open the "Edit Bookmark" modal, where you can edit the bookmark title, change the page location or delete.
Reordering and Nesting Bookmarks
Bookmarks in CaseFleet can be easily reorganized by drag-and-drop in the bookmarks sidebar. Nested bookmarks are supported up to 5 levels.