In my opinion, and in the opinion of most audit workpaper reviewers, a PDF document with a significant number of pages should have bookmarks. When another person opens the file, it would be nice for them to see the bookmarks so that they can quickly and easily navigate to the most important parts of the file. Common practice among some of us is to simply add text, “See Bookmarks” or something similar to the top of the first page. A better way to ensure the bookmarks will be seen is to have them show automatically.
Here’s how to do it:
- Go to File -> Properties…
- Click on the Initial View tab.
- In the Navigation Tab drop-down menu, select “Bookmarks Panel and Page.”
- Save the file.
Now, when someone opens the file, the bookmarks will appear on the left side of the screen every time.
BONUS: There are a number of other options you can set for the initial view. Play around and see what works best for different types of files.
CPA Tech Tips 
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