How to set up Table of Contents
Before we begin, ensure that the following tasks have been completed.
Create your Table of Contents PDF file:
- Open the PDF file that will hold the Table of Contents for your Brochure.
- Draw a Lib Block and name it table_of_contents and set the block type as PDF
- Set your Lib Block to the maximum allowable size per the design of your TOC PDF file
- Table of Contents will not span across multiple pages. It must be contained on a single PDF page.
- Save your PDF file and upload it to your DMP.
- Add your new TOC PDF file to the appropriate Brochure Builder template
Setting up the TOC lib block on the TOC Page
- When setting up your Table of Contents (TOC) lib block on your PDF, you must name the A block as shown below. ( table_of_contents )
- Also be sure to have “toc” in the description of your block.
- When setting up your Table of Contents (TOC) lib block on your PDF, be sure to set the type for the block as PDF. For more information on how to draw lib blocks, see the “Creating Customizable PDF” document referenced on the checklist page (page 4) of this document.
Setting the TOC properties on the template
- Select Edit Properties in the Actions drop-down list for your eBook template. Scroll down to the Table of Contents Section and check the box labeled “Enable Table of Contents”. This will open the TOC properties for configuration.
- To set the style of the main TOC Headings, set the desired Font/s ( exact name/s needed) separated by commas, Set the font color using HTML color codes including the # symbol(i.e. #00FF00)
- IMPORTANT!! For TOC links to work you must set up the template style and use the noted variables. Here is an example of HTML that could be used. Note the tag used to link the heading to its corresponding page.
- <div style="padding-left: 0;padding-bottom: 3px; padding-top:3px; font-weight: bold;fontsize:20pt;">
- <a href="pdf://page/[toc:page_num]" style="text-decoration:none;">[toc:title]<a/></div>
- For the TOC Entries under each heading, you can set the styles the same way as setting the Heading (step “C” above). Typically the font size would be set smaller, perhaps a different color and the template positioning may be intended.
Setting Default TOC Content
- The column titled Included in TOC sets whether the section name will be seen in the TOC as a heading. Note... The New Column check box will list the section name on a new column within the TOC lib block.
- Users can optionally select documents to be included in the TOC as Entry items. The document name is used as the default Entry name. Users have the option to change the default content.
How to set up Page Numbering
- Draw a lib block on each PDF page that needs a page number. Set the Block name to A page_num and set the Type to Textline. Set other parameters as needed
- The screen below shows an example of setting the position of the text (centered horizontally and vertically) within the lib block.
Customize PDF Download Page
- Each Sales Proposal will be capable of rendering with a customizable download/rendering page. The following options can be configured by using basic configuration setting or by using advance configurations. See page 2 for advanced configuration.
Standard Configurations
- The page background will be within the entire browser window. The standard window size is 1024x768. Background color Background image (Position, Repeat X or Y)
- The default rendering container is 598px by 100px. Border (Width, Color) Width Height
- Rendering Container – Background Background color Background image (Position, Repeat X or Y)
- Status Message While downloading, the default message will display: “Rendering your PDF. Please wait...” After downloading has completed the default message will state “ Font size Font color Font family (web safe fonts)
- 5. Body Message While rendering, the default message will display: “We are generating a personalized document for you. This may take a minute or so.” When download is complete the following default message will display: This document requires Adobe Acrobat Reader to view. To test if you have it installed, please click here. Important Note: To ensure the document displays properly, you must choose "Save" when prompted to Save or Open the document. To download the document, click here. Font size Font color Font family (web safe fonts)
- Logo/Loading Image The loading image can be set using the default DMP header/logo or a collateral image. This image location can be positioned outside the rendering container, above the status message, or below the status message. Image URL Image location
- Progress Bar Container - Border Color Container - Border Width Container - Background Color Container - Background Image Progress Bar – Image Progress Bar – Background Color Progress Bar – Font Color Progress Bar – Font Size
Advanced Configurations
- Advanced configurations will be available as an alternative to the basic settings. The following attachment sample provides a quick examination of the source HTML using CSS styling. (The CSS id’s in Advanced Configurations Attachments doc are for example purposes only and may change until finalized.)
Creating Word Document Templates for Tables for use in PDFs
- A Note of Caution: Due to the nature of Microsoft Word, it is not recommended to use lots of imagery within the Word Table template. Images within Word must be set to 96dpi for proper sizing which is not high quality for print.
- Word documents also do not include bleed areas so any graphical elements that need to print to the edge could be short of the edge when printing. For best results use table cell and font colors for design. If image elements are needed keep them away from the edge so no bleed will be needed.
- Design your word document as needed. Tables cannot span across multiple pages so keep designs and tables limited to a single page. Once your design is complete, upload your Word document to the DMP system and place it in a category where you can easily find it. .
Setting up the Document for use in PDFs
Once you have your Word Document Templates uploaded to the DMP, navigate to the eBook template you wish to make them available for.
- Select Manage Sections from the Actions menu next to the appropriate eBook template.
- Select Edit Properties from the Actions menu next to the Section you want the Word Document Table templates available for.
- First, make sure the setting for the User Permission to see My Assets Tab? option is set to All users may see my assets tab. Users must be able to access Word document tables they save to their computers.
- Scroll to the bottom of the page to the Table Templates section. There is a WYSIWYG editor for you to create the instructions for your users as well as to link the available Word Document templates.
NOTE: When using Chrome Browser please be aware that the TOC link does not work correctly - see links below for more information when using Adobe PDF.
Browser Display Information:
https://helpx.adobe.com/acrobat/using/display-pdf-in-browser.html
Change in Support for Acrobat and Reader plug-ins:
Configure Browser:
https://helpx.adobe.com/acrobat/kb/pdf-browser-plugin-configuration.html