Page 2 - Creating New FlipBuilder Projects from Word Documents

F IN A N C E R EF ER EN C E G UI D E

OVERVIEW

This job aid is intended to assist Finance team members in creating new reference guide/job aid documents with the
FlipBuilder tool and publishing those documents to the FlipBuilder server. Publishing a document to FlipBuilder is a multi-step
process when creating a new job aid:

1. Create the main document and the document cover (two separate documents) in Word (see Creating New Reference
Guide and Job Aid Documents in Word job aid for the steps).

2. Create an Adobe Acrobat PDF of both the document and the document cover,

3. Create a new FlipBuilder project from the Adobe Acrobat PDF of the document and add the cover document to the
project, and

4. Publish the project to FlipBuilder.

FlipBuilder projects are built using a pre-defined Finance team theme. Similar to the template file in Word, this theme helps
ensure consistency when multiple individuals are publishing materials.

CREATING ADOBE ACROBAT FORMATS FOR YOUR DOCUMENT

AND COVER

Before publishing your document to FlipBuilder, it must be generated in Adobe Acrobat PDF format. You will need to generate
it from the ACROBAT ribbon tab in Word (so that bookmarks, heading navigation, and links are included). You will not be able
to print to PDF using the Adobe PDF printer (as bookmarks, heading navigation, and links are not included).

CHECK YOUR ADOBE ACROBAT PREFERENCES

They should already be set by default, but before preparing the Adobe Acrobat document, ensure that the Acrobat Create
Bookmarks and Add Links preferences are checked. You can do this by clicking on Preferences from the ACROBAT ribbon tab
in Word and ensuring that both Create Bookmarks and Add Links are checked.

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 1.26.23 1