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Read, add, edit PDF outlines and bookmarks in Ruby

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Sample Ruby code to use PDFTron SDK for programmatically reading and editing existing outline items, and for creating new PDF bookmarks using the high-level API. Learn more about our Ruby PDF Library and PDF Editing & Manipulation Library.

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#---------------------------------------------------------------------------------------
# Copyright (c) 2001-2023 by Apryse Software Inc. All Rights Reserved.
# Consult LICENSE.txt regarding license information.
#---------------------------------------------------------------------------------------

require '../../../PDFNetC/Lib/PDFNetRuby'
include PDFNetRuby
require '../../LicenseKey/RUBY/LicenseKey'

$stdout.sync = true

#-----------------------------------------------------------------------------------------
# The sample code illustrates how to read and edit existing outline items and create 
# new bookmarks using the high-level API.
#-----------------------------------------------------------------------------------------

# Relattive path to the folder containing the test files.
input_path = "../../TestFiles/"
output_path = "../../TestFiles/Output/"

def PrintIndent(item)
	indent = item.GetIndent() - 1
	i = 0
	while i < indent do
		print "  "
		i = i + 1
	end
end

# Prints out the outline tree to the standard output
def PrintOutlineTree (item)
	while item.IsValid() do
		PrintIndent(item)
		if item.IsOpen()
			print( "- " + item.GetTitle() + " ACTION -> ")
		else
			print("+ " + item.GetTitle() + " ACTION -> ")
		end
	
		# Print Action
		action = item.GetAction()
		if action.IsValid()
			if action.GetType() == Action::E_GoTo
				dest = action.GetDest()
				if dest.IsValid()
					page = dest.GetPage()
					puts "GoTo Page #" + page.GetIndex().to_s()
				end
			else
				puts "Not a 'GoTo' action"
			end
		else
			puts "NIL"
		end
	
		# Recursively print children sub-trees   
		if item.HasChildren() 
			PrintOutlineTree(item.GetFirstChild())
		end
		item = item.GetNext()
	end
end

	PDFNet.Initialize(PDFTronLicense.Key)


	# The following example illustrates how to create and edit the outline tree
	# using high-level Bookmark methods.
	
	doc = PDFDoc.new(input_path + "numbered.pdf")
	doc.InitSecurityHandler()
	
	# Lets first create the root bookmark items. 
	red = Bookmark.Create(doc, "Red")
	green = Bookmark.Create(doc, "Green")
	blue = Bookmark.Create(doc, "Blue")
	
	doc.AddRootBookmark(red)
	doc.AddRootBookmark(green)
	doc.AddRootBookmark(blue)
	
	# You can also add new root bookmarks using Bookmark.AddNext("...")
	blue.AddNext("foo")
	blue.AddNext("bar")

	# We can now associate new bookmarks with page destinations:
	
	# The following example creates an 'explicit' destination (see 
	# section '8.2.1 Destinations' in PDF Reference for more details)
	itr = doc.GetPageIterator()
	red_dest = Destination.CreateFit(itr.Current())
	red.SetAction(Action.CreateGoto(red_dest))

	# Create an explicit destination to the first green page in the document
	green.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(10))))

	# The following example creates a 'named' destination (see 
	# section '8.2.1 Destinations' in PDF Reference for more details)
	# Named destinations have certain advantages over explicit destinations.
	key = "blue1"
	blue_action = Action.CreateGoto(key, key.length, Destination.CreateFit(doc.GetPage(19)))
	
	blue.SetAction(blue_action)
	
	# We can now add children Bookmarks
	sub_red1 = red.AddChild("Red - Page 1")
	sub_red1.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(1))))
	sub_red2 = red.AddChild("Red - Page 2")
	sub_red2.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(2))))
	sub_red3 = red.AddChild("Red - Page 3")
	sub_red3.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(3))))
	sub_red4 = sub_red3.AddChild("Red - Page 4")
	sub_red4.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(4))))
	sub_red5 = sub_red3.AddChild("Red - Page 5")
	sub_red5.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(5))))
	sub_red6 = sub_red3.AddChild("Red - Page 6")
	sub_red6.SetAction(Action.CreateGoto(Destination.CreateFit(doc.GetPage(6))))
	
	# Example of how to find and delete a bookmark by title text.
	foo = doc.GetFirstBookmark().Find("foo")
	if foo.IsValid()
		foo.Delete()
	else
		raise "Foo is not Valid"
	end
	
	bar = doc.GetFirstBookmark().Find("bar")
	if bar.IsValid()
		bar.Delete()
	else
		raise "Bar is not Valid"
	end
	
	# Adding color to Bookmarks. Color and other formatting can help readers 
	# get around more easily in large PDF documents.
	red.SetColor(1, 0, 0);
	green.SetColor(0, 1, 0);
	green.SetFlags(2);	# set bold font
	blue.SetColor(0, 0, 1);
	blue.SetFlags(3);	# set bold and itallic
	
	doc.Save(output_path + "bookmark.pdf", 0)
	doc.Close()
	puts "Done. Result saved in bookmark.pdf"

	# The following example illustrates how to traverse the outline tree using 
	# Bookmark navigation methods: Bookmark.GetNext(), Bookmark.GetPrev(), 
	# Bookmark.GetFirstChild () and Bookmark.GetLastChild ().
	
	# Open the document that was saved in the previous code sample
	doc = PDFDoc.new(output_path + "bookmark.pdf")
	doc.InitSecurityHandler()
	
	root = doc.GetFirstBookmark()
	PrintOutlineTree(root)
	
	doc.Close()
	puts "Done."
	
	# The following example illustrates how to create a Bookmark to a page 
	# in a remote document. A remote go-to action is similar to an ordinary 
	# go-to action, but jumps to a destination in another PDF file instead 
	# of the current file. See Section 8.5.3 'Remote Go-To Actions' in PDF 
	# Reference Manual for details.
	
	doc = PDFDoc.new(output_path + "bookmark.pdf")
	doc.InitSecurityHandler()
	
	# Create file specification (the file reffered to by the remote bookmark)
	file_spec = doc.CreateIndirectDict()
	file_spec.PutName("Type", "Filespec")
	file_spec.PutString("F", "bookmark.pdf")
	spec = FileSpec.new(file_spec)
	goto_remote = Action.CreateGotoRemote(spec, 5, true)
	
	remoteBookmark1 = Bookmark.Create(doc, "REMOTE BOOKMARK 1")
	remoteBookmark1.SetAction(goto_remote)
	doc.AddRootBookmark(remoteBookmark1)
	
	# Create another remote bookmark, but this time using the low-level SDF/Cos API.
	# Create a remote action
	remoteBookmark2 = Bookmark.Create(doc, "REMOTE BOOKMARK 2")
	doc.AddRootBookmark(remoteBookmark2)
	
	gotoR = remoteBookmark2.GetSDFObj().PutDict("A")
	gotoR.PutName("S","GoToR")  # Set action type
	gotoR.PutBool("NewWindow", true)
	
	# Set the file specification
	gotoR.Put("F", file_spec)
	
	# jump to the first page. Note that pages are indexed from 0.
	dest = gotoR.PutArray("D")  # Set the destination
	dest.PushBackNumber(9); 
	dest.PushBackName("Fit");
	
	doc.Save(output_path + "bookmark_remote.pdf", SDFDoc::E_linearized)
	doc.Close()
	PDFNet.Terminate
	puts "Done. Result saved in bookmark_remote.pdf"