With FrameMaker the Shift key does some magic from time to time. And it is available as long as I know FrameMaker
In many lists available in FrameMaker dialogs, including the bookmarks list you talk of, if you hold down the Shift key before clicking one of the arrow buttons, all elements will be moved accordingly.
Also try: Shift + the File menu, especially if you have a book open.
And, once the PDF properties are set, I believe it moves from one document to another because I think it's included in the Document Properties that travel when you do an Import > Formats from one file to another. (I'm not sure this works for all versions -- test it in yours.)
But if it works, the PDF tagging should be set in your template and then carried forward for new docs.
The Shift key thing works, though one has to admit that is nonintuitive; a little note in the dialog box would be nice.
I like your sugggestion; putting it in the template helps users to get the correct choices in the Include list.
Thanks to both of you,
I've tried to import the document properties into other documents to see if this works with FM8, I've had no luck yet.. This would help considerably if we can get the bookmarks to stay set as I have about 30 styles but only use 5 as bookmarks.