The October 2017 release of InDesign CC focuses on improving the user experience with more control over
commonly used features and workflows. Read on for a quick introduction to these features and links to resources
offering more information.
For a summary of features introduced in earlier releases of InDesign CC, see Feature summary | earlier releases .
Endnotes
You can now add endnotes and quickly reference annotations within long documents. You can either insert endnotes
in the document or in a story, a single endnote frame is created for the document.
formatting, and layout of the endnotes. The numbering auto-adjusts based on the rearrangements of the endnotes in
the text.
You can also control the numbering,
1
Now, you can also import a word document having endnotes using import option. All the endnotes are imported and
added in a new text frame.
For more information, see Endnotes
Paragraph border
Paragraph border enables you to create a border around one or more paragraphs. You can customize corner designs to
highlight the paragraph with beautiful effects.
For more information, see Format paragraphs.
Object height, width styles
Set and modify object size and position across pages in a document with Object Styles. Easily resize the width and
height and reposition multiple objects across a document using Object Styles.
The Object Style dialog box now provides an option to choose and set the desired values for position (X and Y
coordinates) and size (height and width) for an object.
This option is available as Size and Position Options in Object Style Options dialog.
Last updated 2/2/2018
Introduction to InDesign
2
Size
There are three options available for size:
• Width on l y
• Height only
• Height & Width
You can modify height and width based on the selection made from these options.
For example, if you choose Width only then you can modify width only. The option to modify height will be
unavailable.
Position
Similarly, there are three options available for position:
• X only
• Y only
• X and Y
You can modify X and Y based on the selection made from these options.
For example, if you choose X only then you can modify X only. The option to modify Y will be unavailable.
You can also apply size and position of an object to other object by using the Eyedropper tool. Double click the
Eyedropper tool and select Transform Options (disabled by default). Now, if you click any object, the Eyedropper tool
also picks the size and position of the object which can then be applied to any other object.
Last updated 2/2/2018
Introduction to InDesign
Transform Options
Duden Integration (German only)
Duden, a trusted German brand for dictionaries, is now integrated natively in InDesign. Now, you can use Duden for
more accurate German hyphenation and spell checking.
3
For more information, see Duden dictionary .
Add and share text assets using Creative Cloud Libraries
Now, you can add text objects from your InDesign documents to Creative Cloud libraries and then share them with
other users and across applications. Text assets in a library retain the character/paragraph styles and other attributes
originally applied to them. You can reuse text assets in libraries across InDesign or Illustrator documents. However, if
a text object has effects and appearances applied to it, you must add it to the library as a graphics asset to preserve them.
For more information, see Creative Cloud libraries in InDesign .
Font-related features
While searching for fonts, you can narrow down the results by filtering fonts by classification, such as Serif, Sans Serif,
and Handwritten.
You can also search for fonts based on visual similarity. Fonts closest in visual appearance to the font you're searching
for appear on top of the s earch result s. A status strip in the font menu displays the information about the applied fi lters.
For more information, see Organize and filter fonts .
PDF Accessibility enhancements
In this release of InDesign CC several enhancements have been made in PDF accessibility at export. Following tagging
support has been introduced in PDF exports.
Alt-Txt: Earlier, you couldn't tag InDesign native objects and graphics as figures. Now, the alternate text added to
graphics is exported to tagged PDF and the corresponding alternate text is read by screen reader for the graphics.
Group level tagging: InDesign now supports group level tags when alt-text is provided to a group. You can now add
alt-text to a grouped entity in InDesign and it is tagged as a figure in the exported PDF.
Last updated 2/2/2018
Introduction to InDesign
Support for footnote: Proper footnote tagging is now supported in tagged PDF.
Anchored text frames and anchored groups tagging: Support for anchored objects tagging, which was not available
earlier, has been added. Now, you get tags for anchored text frames and anchored groups in exported PDF.
Master pages tagging Any p age ob jec t on maste r pa ge is not t agg ed i n ex por ted PDF an d ha s an ar tif act t ag in c ontents
panel of Acrobat. Overriding master page items shows the tags of page items in exported PDF.
Index tagging: Earlier, you were able to create index but the index tag was not exported to PDF. Now, this can be done
and index tagging, which was previously role mapped to paragraph, is now mapped to index only.
List tag language: Earlier, list tag language was set to English by default in the exported PDF. Now, the correct list
language gets exported in the tagged PDF as set by the user.
List tagging: Earlier, nested list tag structure was contained in LBody of primary list which was read incorrectly. Now,
the correct structure of nested list tagging is implemented.
Caption tagging: InDesign now supports Live Caption tagging. Figure captioned with live caption gets a caption tag as
a child of figure tag.
TOC: Support for TOC tagging structure is implemented, which was previously mapped to paragraph tagging. Also,
now it is mandatory for a TOC containing hyperlinks to have tags.
4
HTML export improvements
Now, there i s an option in the HTML export d ialog which tells InDesi gn to not in clud e classe s in the H TML. It remove s
the class and id attributes present in the tag during HTML Export. Any redundant div tags present in the HTML are
also removed to provide a clean looking HTML and remove unnecessary grouping of content.
For more information, see Export content to HTML.
New Document dialog for MENA versions
Now, while creating a document in MENA (Middle East and North Africa) version of InDesign, instead of beginning
with a blank document, you can choose from a wide variety of templates which were earlier available for Roman feature
set.only. This includes Arabic, Hebrew, and French (Morocco) locales.
To access the new dialog, do one of the following:
• Select File > New.
• Use the following ke yboard shortcut:
• (Mac) Cmd+N
• (Windows) Ctrl+N
Other enhancements
1 InDesign now has the capability to add or move gradient swatches in a color group. You can create a gradient swatch
directly inside a color group or drag an existing swatch to a color group.
2 The option to remove forced line break while generating a Table of Contents is now available.
Last updated 2/2/2018
Introduction to InDesign
5
Remove Forced Line Break
Create documents
While creating a document in InDesign, instead of beginning with a blank document, you can choose from a wide
variety of templates, including templates from Adobe Stock. Templates include assets that you can build on to complete
your project. When you open a template in InDesign, you can work with it just as you would work with any other
InDesign document.
In additi on to templates, you can a lso create a docu ment by selec ting one of th e num erou s pre sets avail able in InDes ign.
Templates and presets
Te mp l at es provide rich, inspirational, and reusable content for your documents. You can download templates from
Adobe Stock that include quality graphics and illustrations right within InDesign. You can then build on these
templates to easily create documents that share common settings and design elements. InDesign also provides blank
templates with predefined dimensions and settings for common tasks, such as designing business cards or brochures.
Templates open as .indd files in InDesign.
Blank Document Presets are blank documents with predefined dimensions and settings. Presets make designing for
specific device form factors or use cases easier. For example, you can use a preset to quickly start designing for the iPad.
Blank document presets have predefined size, pages, column, orientation, positioning, margin, and bleed settings. You
can modify these settings before creating a document using the preset.
Templates and presets are categorized into these sets:
• Print
• We b
• Mobile
Last updated 2/2/2018
Introduction to InDesign
Access the New Document dialog
1 Launch InDesign
2 Do one of the following:
• Select File > New.
• Click New or Start New in the Start workspace.
• Use the following ke yboard shortcut:
• (Mac) Cmd+N
• (Windows) Ctrl+N
• Right-click the tab for an open document and choose New Document from the in-context menu.
6
New document from the in-context menu
Overview: New Document dialog
Among other operations, the New Document dialog lets you:
• Create documents using selected templates from Adobe Stock across several categories: Print, We b , and Mobile
• Search for more templates on Adobe Stock and create documents using them
• Quickly access files, templates, and items that you've have recently accessed (Recent tab)
• Quickly access templates that you've downloaded from Adobe Stock (Saved tab)
• Create documents using Blank Document presets for multiple categories and device form factors. Before opening
the presets, you can modify their settings.
Last updated 2/2/2018
Introduction to InDesign
7
Print tab | New Document dialog
Create documents using presets
1 In the New Document dialog box, click a category tab: Print, We b , or Mobile.
2 Select a preset.
3 Optionally, change the settings for the selected preset in the Preset Details pane on the right.
4 Click Create. InDesign opens a new document based on the preset.
Modify presets
Before opening a document using the preset, you can modify its settings in the right pane.
1 Specify a name for the document
2 Specify the following options for the selected preset:
Width and Height: Specify the size of the document.
Units: Specify the measurement unit for the document.
Orientation: Specify a page orientation for the document: Landscape or Portrait.
Pages: Specify the number of pages to create in the document.
Facing pages: Select this option to make left and right pages face each other in a double-page spread.
Start#: Specify which number the document starts on. If you specify an even number (such as 2) with Facing Pages
selected, the first spread in the document begins with a two-page spread.
Primary Text Frame: Select this option to add a primary text frame on the master page.
Columns: Specify the number of columns to add in the document.
Last updated 2/2/2018
Introduction to InDesign
Column Gutter: Specify the amount of whitespace between columns.
Margins: Specify the margins for each side of the document. To use different values for different sides, delink the
dimensions by clicking the
Bleed and Slug: Specify the position of the bleed and slug along each side of the document. To use different values
for different sides, delink the dimensions by clicking the chain
chain icon.
icon.
8
Modify presets
3 Click Create to open a document with the preset settings.
Create documents using templates from Stock
InDesign comes with a variety of templates from Adobe Stock, including templates for tablets, mobiles, letterheads,
envelopes, business cards, and many more. Templates with font layers use basic fonts or fonts that can be synced from
Adobe Typekit.
To create a document using a template, do the following:
1 In the New Document dialog, click a category tab: Print, Web, Mobile.
2 Select a template.
3 Click See Preview to view a preview of the template. A preview is an image representation of a template that you
can review and decide if you want to license that template.
Last updated 2/2/2018
Introduction to InDesign
9
Preview of the template
Download preset
4 Click Download.
Last updated 2/2/2018
Introduction to InDesign
InDesign prompts you to license the template from Adobe Stock. See Adobe Stock Help for more information about
licensing and related considerations. After the template has been licensed using asset entitlements or credits in your
account, you can open it as an InDesign document (.indd) for you to work on.
5 After the template has downloaded, click Open. While opening the template, if you are prompted to sync some fonts
from Typekit, click OK.
You can now work with the open document in InDesign just as you would work with any other .indd document.
Note: Downloaded templates are added to a Creative Cloud library called Stock Templates. You can access this library in
the CCLibraries panel.
10
Note: InDesign templates carry the .indt filename extension. However, when you open a template, an instance of it is
opened as a document with the .indd extension. Changes made to that .indd document don't affect the original .indt
template.
Search for more templates from Adobe Stock
Aside from the pre-selected templates from Adobe Stock, you can search for and download numerous other such
templates directly from within the New Document dialog.
• While working in the New Document dialog, enter a search string in the Find More Templates On Adobe Stock
box. Alternatively, simply click Go to browse the full selection of available templates.
InDesign opens the Adobe Stock website in a new browser window for you to explore. License and download the one
that best meets your project's requirements.
Last updated 2/2/2018
Introduction to InDesign
Note: For more information about Adobe Stock, see:FAQ | Adobe Stock basicsFAQ | Usage and licensingUsing Adobe Stock
Use the legacy New Document experience
If necessary, you may disable the latest New Document experience and revert to the experience that InDesign provided
by default in versions CC 2017 and earlier.
1 Select Preferences > General.
2 Select Use L egacy New Do cument Dialog.
11
3 Click OK.
Note: See Create new documents | InDesign CC 2015 and earlierfor more information about options in the legacy New
Document dialog.
System requirements | InDesign
System requirements | October 2017 (13.0) release of InDesign CC
Windows
• Intel® Pentium® 4 or AMD Athlon® 64 processor
• Microsoft Windows 7 with Service Pack 1, Windows 8, Windows 8.1, or Windows 10*
Last updated 2/2/2018
Introduction to InDesign
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports HiDPI display
• To use the new InDesign Touch workspace, you must have a touch screen enabled tablet/monitor running Windows
8 or above (such as Microsoft Surface Pro 3) with the screen resolution set to 2160 x 1440
or more
• Adobe® Flash® Player 10 software required to export SWF files
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services.†
* October 2017 release of InDesign CC is not supported on Windows 10 version 1507.
macOS
• Multicore Intel processor
• mac OS version 10.13 (High Sierra), macOS version 10.12 (Sierra), or Mac OS X version 10.11 (El Capitan)
• 2 GB of RAM (8 GB recommended)
• 2.5 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on a volume that uses a case-sensitive file system or on removable flash storage devices)
12
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports Retina display
• Optional: To use GPU Performance, your Mac should have a minimum of 1024 MB of VRAM (2 GB
recommended), and your computer must support OpenGL version 4.0 or greater.
• Supported machines iMac 4K iMac 5K MacBook Pro Retina Mac Pro connected to a HiDPI monitor
Mac mini connected to a HiDPI monitor
• To check for VRAM value, choose Mac > About This Mac (Graphics information).
• To find out if your computer supports the required OpenGL version (4.0 or later), see this Apple Support
document.
• Adobe® Flash® Player 10 software required to export SWF files.
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services.†
† NOTICE TO USERS: Internet connection, Adobe ID, and acceptance of license agreement required to activate and
use this product. This product may integrate with or allow access to certain Adobe or third-party hosted online
services. Adobe services are available only to users 13 and older and require agreement to additional
the Adobe Privacy Policy. Applications and services may not be available in all countries or languages and may be
subject to change or discontinuation without notice. Additional fees or membership charges may apply.
terms of use and
Language versions
InDesign CC is available in the following languages:
Dansk
Deutsch
English
Español
Français
Last updated 2/2/2018
Introduction to InDesign
Français*
Hebrew*
Hungarian
Italiano
Nederlands
Norwegian
Polish
Português (Brasil)
Suomi
Svenska
Tu rk i s h
Ukrainian
čeština
Русский
13
????**
???
????
????
???
** Arabic and Hebrew supported in a Middle Eastern version with full right-to-left language support, Arabic/Hebrew
features, and an English interface; also in a North African French (Français*) version with full right-to-left language
support, Arabic/Hebrew features, and a French interface.
InDesign CC (2017) system requirements
Windows
• Intel Pentium 4 or AMD Athlon 64 processor
• Microsoft Windows 7 with Service Pack 1, Windows 8, Windows 8.1, or Windows 10
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports HiDPI display
• To use the new InDesign Touch workspace, you must have a touch screen enabled tablet/monitor running Windows
8 or above (such as Microsoft Surface Pro 3) with the screen resolution set to 2160 x 1440
• Adobe® Flash® Player 10 software required to export SWF files
or more
Last updated 2/2/2018
Introduction to InDesign
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services.*
macOS
• Multicore Intel processor
• macOS 10.10, 10.11, or 10.12
• 2 GB of RAM (8 GB recommended)
• 2.5 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on a volume that uses a case-sensitive file system or on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports Retina display
• Optional: To use GPU Performance, your Mac should have a minimum of 1024 MB of VRAM (2 GB
recommended), and your computer must support OpenGL version 4.0 or greater.
• Supported machines iMac 4K iMac 5K MacBook Pro Retina Mac Pro connected to a HiDPI monitor
Mac mini connected to a HiDPI monitor
• To check for VRAM value, choose Mac > About This Mac (Graphics information).
• To find out if your computer supports the required OpenGL version (4.0 or later), see this Apple Support
document.
14
• Adobe® Flash® Player 10 software required to export SWF files.
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services. *
* NOTICE TO USERS: Internet connection, Adobe ID, and acceptance of license agreement required to activate and
use this product. This product may integrate with or allow access to certain Adobe or third-party hosted online
services. Adobe services are available only to users 13 and older and require agreement to additional
the Adobe Privacy Policy. Applications and services may not be available in all countries or languages and may be
subject to change or discontinuation without notice. Additional fees or membership charges may apply.
terms of use and
Language versions
InDesign CC is available in the following languages:
Dansk
Deutsch
English
Español
Français
Français*
Hebrew*
Hungarian
Italiano
Nederlands
Norwegian
Last updated 2/2/2018
Introduction to InDesign
Polish
Português (Brasil)
Suomi
Svenska
Tu rk i s h
Ukrainian
čeština
Русский
????*
???
????
????
???
* Arabic and Hebrew supported in a Middle Eastern version with full right-to-left language support, Arabic/Hebrew
features, and an English interface; also in a North African French (Français*) version with full right-to-left language
support, Arabic/Hebrew features, and a French interface.
15
InDesign CC (2015) system requirements
Windows
• Intel Pentium 4 or AMD Athlon 64 processor
• Microsoft Windows 7 with Service Pack 1, Windows 8, Windows 8.1, or Windows 10
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports HiDPI display
• To use the new InDesign Touch workspace, you must have a touch screen enabled tablet/monitor running Windows
8 or above (such as Microsoft Surface Pro 3) with the screen resolution set to 2160 x 1440
• Adobe® Flash® Player 10 software required to export SWF files
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services.*
Mac OS
• Multicore Intel processor
• Mac OS X v10.9, v10.10, or v10.11
• 2 GB of RAM (8 GB recommended)
or more
Last updated 2/2/2018
Introduction to InDesign
• 2.5 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on a volume that uses a case-sensitive file system or on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports Retina display
• Optional: To use GPU Performance, your Mac should have a minimum of 1024 MB of VRAM (2 GB
recommended), and your computer must support OpenGL version 4.0 or greater.
• Supported machines iMac 4K iMac 5K MacBook Pro Retina Mac Pro connected to a HiDPI monitor
Mac mini connected to a HiDPI monitor
• To check for VRAM value: Mac 10.9: Choose Mac > About This Mac > More Info (Graphics information). Mac
10.10, 10.11: Choose
Mac > About This Mac (Graphics information).
• To find out if your computer supports the required OpenGL version (4.0 or later), see this Apple Support
document.
• Adobe® Flash® Player 10 software required to export SWF files.
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services. *
* NOTICE TO USERS: Internet connection, Adobe ID, and acceptance of license agreement required to activate and
use this product. This product may integrate with or allow access to certain Adobe or third-party hosted online
services. Adobe services are available only to users 13 and older and require agreement to additional
the Adobe Privacy Policy. Applications and services may not be available in all countries or languages and may be
subject to change or discontinuation without notice. Additional fees or membership charges may apply.
terms of use and
16
Language versions
InDesign CC is available in the following languages:
Dansk
Deutsch
English
Español
Français
Français*
Hebrew*
Hungarian
Italiano
Nederlands
Norwegian
Polish
Português (Brasil)
Suomi
Svenska
Tu rk i s h
Last updated 2/2/2018
Introduction to InDesign
Ukrainian
čeština
Русский
????*
???
????
????
???
* Arabic and Hebrew supported in a Middle Eastern version with full right-to-left language support, Arabic/Hebrew
features, and an English interface; also in a North African French (Français*) version with full right-to-left language
support, Arabic/Hebrew features, and a French interface.
InDesign CC (2014) system requirements
17
Windows
• Intel Pentium 4 or AMD Athlon 64 processor
• Microsoft Windows 7 with Service Pack 1, Windows 8, or Windows 8.1
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports HiDPI display
• Adobe® Flash® Player 10 software required to export SWF files
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services.*
Mac OS
• Multicore Intel processor
• Mac OS X v10.7, v10.8, v10.9, or v10.10
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on a volume that uses a case-sensitive file system or on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card; supports Retina display
• Adobe® Flash® Player 10 software required to export SWF files.
• Internet connection and registration are necessary for required software activation, validation of subscriptions, and
access to online services.*
InDesign CC system requirements
Last updated 2/2/2018
Introduction to InDesign
Windows
• Intel® Pentium® 4 or AMD Athlon® 64 processor
• Microsoft® Windows® 7 with Service Pack 1, Windows 8 or Windows 8.1
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card
• Adobe® Flash® Player 10 software required to export SWF files
• Internet connection and registration are necessary for required software activation, membership validation, and
access to online services.*
Mac OS
• Multicore Intel processor
• Mac OS X v10.6.8, v10.7, v10.8, or v10.9
• 2 GB of RAM (8 GB recommended)
• 2.6 GB of available hard-disk space for installation; additional free space required during installation (cannot install
on a volume that uses a case-sensitive file system or on removable flash storage devices)
• 1024 x 768 display (1280 x 800 recommended) with 32-bit video card. Supports Retina display.
18
• Adobe Flash Player 10 software required to export SWF files
• Internet connection and registration are necessary for required software activation, membership validation, and
access to online services.*
* This product may integrate with or allow access to certain Adobe or third-party hosted online services. Adobe online
services, including the Adobe Creative Cloud™ service, are available only to users 13 and older and require agreement
to additional
countries or languages, may require user registration, and may be subject to change or discontinuation without notice.
Additional fees or membership charges may apply.
terms and Adobe's online privacy policy. The applications and online services are not available in all
Last updated 2/2/2018
Chapter 2: Workspace and workflow
GPU Performance
The Graphics Processing Unit (GPU), found on video cards and as part of display systems, is a specialized processor
that can rapidly execute commands for manipulating and displaying
performance across a broad range of
performance boost: InDesign runs faster and more smoothly than
design, animation, and video applications. This means that you get a significant
System requirements
To use GPU Performance, your Mac should have a minimum of 1024 MB of VRAM (2 GB recommended), and your
computer must support OpenGL version 4.0 or greater.
Supported machines
images. GPU-accelerated computing offers faster
ever before.
19
• iMac 4K
• iMac 5K
• MacBook Pro Retina
• Mac Pro connected to a HiDPI monitor
• Mac mini connected to a HiDPI monitor
To che c k f o r V RA M v alu e s :
• Mac 10.9: Choose Mac > About This Mac > More Info (Graphics information).
• Mac 10.10, 10.11: Choose Mac > About This Mac (Graphics information).
To find out if your computer supports the required OpenGL version (4.0 or later), see this Apple Support document.
What is the benefit of GPU for InDesign?
HiDPI monitors are becoming the standard. With the high monitor resolutions, it is getting difficult for CPU to handle
the rendering.
Also, InDesign’s default display performance has always been set to Typical Quality. Due to this you do not see the
images placed in the document in their full fidelity. This was done to provide you with optimum performance when
you perform operations like zooming, scrolling, panning etc.
This is where the GPU comes into play. Rendering on high-density displays is best handled by the GPU. GPU
acceleration makes the rendering of the documents faster while zooming, scrolling, and panning. With the GPU
enhancements, InDesign now shows images
in their fullest fidelity without compromising the performance.
If your system has a compatible GPU card, InDesign renders the document using the GPU by default and sets the
Display Performance to High Quality.
The enhanced performance from using the GPU in InDesign powers features like Animated Zoom which make zoom
actions smooth and animated. Here is how it works:
Last updated 2/2/2018
Workspace and workflow
Select the zoom tool (Z), and do one of the following:
• Press and hold down the mouse button (long press) to zoom in to the center. Press Option and hold down the mouse
button (long press) to zoom out.
• Press and drag the pointer to the right to zoom in or to the left to zoom out.
• Press Shift to switch to marquee zoom mode.
Enable GPU Performance
After making sure your computer meets the System requirements for GPU Performance, follow these instructions to
enable the feature in InDesign.
1 In the application bar, click the GPU Performance icon to display the GPU Performance settings in the
Preferences panel.
2 Select (to enable) or clear (to disable) the GPU Performance check box and click OK.
Toggle betwe en preview mo des
When the GPU Performance feature is enabled, you can switch (Ctrl + E) between the GPU Preview mode and the CPU
Preview mode.
20
• To switch to GPU Preview, choose View > GPU Preview.
• To switch to CPU Preview, choose View > Preview on CPU.
You can also toggle between GPU preview mode and Overprint preview mode by using the
Command+Option+Shift+Y shortcut.
GPU Performance settings
You can change GPU Performance feature settings in the Preferences panel.
Last updated 2/2/2018
Workspace and workflow
21
GPU preferences
Besides enabling or disabling GPU Performance, here are other GPU Performance settings you can modify in the
Preferences panel:
• Animated Zoom: Select this check box to make zoom actions smooth and animated.
Workspace basics
You create and manipulate your documents and files using various elements, such as panels, bars, and windows. Any
arrangement of these elements is called a workspace. The workspaces of the different applications in Adobe Creative
Cloud share the same appearance so that you can move between the applications easily. You can also adapt each
application to the way you work by selecting from several preset workspaces or by creating one of your own.
Last updated 2/2/2018
Workspace and workflow
Start workspace
The Start workspace in InDesign gives you convenient access to your recently used files, libraries, and presets.
The Start workspace is displayed when:
• InDesign is launched
• No documents are open
Use the Start workspace to:
• Get started quickly
• Click Recent to view the files that you have recently modified.
• Click CC Libraries to view a list of Libraries associated (own and shared) with your Creative Cloud account. The
assets in your Libraries are displayed in the integrated Libraries panel.
• Click Presets to view the available starter templates for new InDesign documents. Click a template to start a new
document with a predefined canvas size.
• View assets conveniently
• List view . view a list of asset names.
• Thumbnail view . View thumbnails of assets.
• Interact with your Libraries
• Use the integrated Libraries panel to quickly view, work with, or edit assets in your own or shared Creative Cloud
Libraries.
22
Start workspace
Last updated 2/2/2018
Workspace and workflow
To disable the Start workspace from the Preferences dialog, deselect the Show Start Workspace When No Documents
Are Open check box (Preferences > General). The keyboard shortcuts Ctrl/Cmd + O and Ctrl/Cmd + N continue to
be available for use.
Create documents
When you create a document in InDesign, instead of beginning with a blank document, you can choose from a wide
variety of templates, including templates from Adobe Stock. Templates include assets that you can build on to complete
your project. When you open a template in InDesign, you can work with it just as you would work with any other
InDesign document.
In additi on to templates, you can a lso create a docu ment by selec ting one of th e num erou s pre sets avail able in InDes ign.
For more information, see Create documents.
23
New Document dialog | Templates from Adobe Stock and presets
Recent Files workspace
Use the Recent Files workspace to review a list or thumbnail view of the files you have been working on recently. Select
Recent Files from the Workspace Switcher menu to view Recent Files workspace.
To set the number of files you want to view, modify the value of Number Of Recent Items To Display text box
(Preferences > File Handling > Saving InDesign Files).
Last updated 2/2/2018
Workspace and workflow
24
Recent Files workspace
This feature is disabled by default. To enable the Recent Files workspace from the Preferences dialog, select the Show The Recent Files Workspace While Opening A File check box (Preferences > General).
Workspace overview
• The Application frame groups all the workspace elements in a single, integrated window that lets you treat the
application as a single unit. When you move or resize the Application frame or any of its elements, all the elements
within it respond to each other so none overlap. Panels don’t disappear when you switch applications or when you
accidentally click out of the application. If you work with two or more applications, you can position each
application side by side on the screen or on multiple monitors. If you are using a Mac and prefer the traditional, freeform user interface, you can turn off the Application frame. Select Win d o w > Application Frame to toggle it on or
off.
• The Application bar across the top contains a workspace switcher, menus (Windows only), and other application
controls. On Mac, the application bar is available only when Application frame is off. You can toggle it on or off using
the Window menu.
• The Tools panel contains tools for creating and editing images, artwork, page elements, and so on. Related tools are
grouped.
• The Control panel displays options for the currently selected object.
• The Document window displays the file you’re working on. Document windows can be tabbed and, in certain cases,
grouped and docked.
• Panels help you monitor and modify your work. Panels can be grouped, stacked, or docked.
Last updated 2/2/2018
Workspace and workflow
25
Default InDesign workspace
A Tabb ed Do cu me nt wind ow s B Publish Online C Switch to Touch workspace D Workspace switcher E Panel title bar F Search bar G Control
panel H
Collapse To Icons button I Panel groups in vertical dock J Status bar K Too l s pan el
Set UX color
You can change the interface to one of the four available color options: Dark, Medium Dark, Medium Light, and
Light.
2 Choose the desired interface color from the following Color Themes: Dark, Medium Dark, Medium Light, and
Light.
Available color themes
3 Select Match Pasteboard To Theme Color to set the color of the pasteboard to the selected color theme. Deselect
to set the color of the pasteboard to white.
Last updated 2/2/2018
Workspace and workflow
Manage windows and panels
Hide or show all panels
• To hide or show all panels, including the Tools panel and Control panel, press Tab .
• To hide or show all panels except the Tools panel and Control panel, press Shift+Ta b.
You can temporarily display hidden panels if Auto-Show Hidden Panels is selected in Interface preferences. Move the
pointer to the edge of the application window (Windows) or to the edge of the monitor (macOS) and hover over the strip
that appears.
Display panel options
• Click the panel menu icon in the upper-right corner of the panel.
Note: You can open a panel menu even when the panel is minimized.
Adjust panel brightness
• In Interface preferences, you can customize the interface to sport one of the four available color themes designed for
optimal user experience: Dark, Medium Dark, Medium Light, and Light.
26
Note: The pasteboard color in InDesign is matched to the theme color by default. Deselect Preferences > Interface >
Appearance > Match Pasteboard To Theme Color option to change the pasteboard color to white.
Reconfigure the Tools panel
You can display the tools in the Tools panel in a single column, or side by side in two columns.
• Click the double arrow at the top of the Tools panel.
You also can switch from single-column to double-column or single-row from Preferences > Interface > Panels >
Floating Tools Panel.
Rearrange, dock, or float document windows
When you open more than one file, the Document windows are tabbed.
• To rearrange the order of tabbed Document windows, drag a window’s tab to a new location in the group.
• To undock (float or untab) a Document window from a group of windows, drag the window’s tab out of the group.
• To dock a Document window to a separate group of Document windows, drag the window into the group.
• To create groups of stacked or tiled documents, drag the window to one of the drop zones along the top, bottom, or
sides of another window. You can also select a layout for the group by using the Layout button on the Application bar.
• To switch to another document in a tabb ed group when dragging a selection, drag the selection over the document’s
tab for a moment.
Dock and undock panels
A dock is a collection of panels or panel groups displayed together, generally in a vertical orientation. You dock and
undock panels by moving them into and out of a dock.
• To dock a panel, drag it by its tab into the dock, at the top, bottom, or in between other panels.
• To dock a panel group, drag it by its title bar (the solid empty bar above the tabs) into the dock.
Last updated 2/2/2018
Workspace and workflow
• To remove a panel or panel group, drag it out of the dock by its tab or title bar. You can drag it into another dock or
make it free-floating.
Links panel being dragged out to new dock, indicated by blue vertical highlight
27
Links panel now in its own dock
You can prevent panels from filling all the space in a dock. Drag the bottom edge of the dock up so it no longer meets
the edge of the workspace.
Move panels
As you move panels, you see blue highlighted drop zones, areas where you can move the panel. For example, you can
move a panel up or down in a dock by dragging it to the narrow blue drop zone above or below another panel. If you
drag to an area that is not a drop zone, the panel floats freely in the workspace.
Note: The position of the mouse (rather than the position of the panel), activates the drop zone, so if you can’t see the drop
zone, try dragging the mouse to the place where the drop zone should be.
• To move a panel, drag it by its tab.
• To move a panel group, drag the title bar.
Last updated 2/2/2018
Workspace and workflow
Narrow blue drop zone indicates Color panel will be docked on its own above the Layers panel group.
Press Ctrl (Windows) or Command (Mac OS) while moving a panel to prevent it from docking. Press Esc while moving
the panel to cancel the operation.
Add and remove panels
If you remove all panels from a dock, the dock disappears. You can create a dock by moving panels to the right edge of
the workspace until a drop zone appears.
28
• To remove a panel, right-click (Windows) or Control-click (Mac) its tab and then select Close, or deselect it from
the Window menu.
• To add a panel, select it from the Window menu and dock it wherever you want.
Manipulate panel groups
• To move a panel into a group, drag the panel’s tab to the highlighted drop zone in the group.
Adding a panel to a panel group
• To rearrange panels in a group, drag a panel’s tab to a new location in the group.
• To remove a panel from a group so that it floats freely, drag the panel by its tab outside the group.
• To move a group, drag the title bar (the area above the tabs).
Last updated 2/2/2018
Workspace and workflow
Stack floating panels
When you drag a panel out of its dock but not into a drop zone, the panel floats freely. The floating panel allows you to
position it anywhere in the workspace. You can stack floating panels or panel groups so that they move as a unit when
you drag the topmost title bar.
• To stack floating panels, drag a panel by its tab to the drop zone at the bottom of another panel.
• To change the stacking order, drag a panel up or down by its tab.
Note: Be sure to release the tab over the narrow drop zone between panels, rather than the broad drop zone in a title bar.
• To remove a panel or panel group from the stack, so that it floats by itself, drag it out by its tab or title bar.
Resize panels
• To minimize or maximize a panel, panel group, or stack of panels, double-click a tab. You can also double-click the
tab area (the empty space next to the tabs).
• To resize a panel, drag any side of the panel. Some panels, such as the Color panel in Photoshop, cannot be resized
by dragging.
Collapse and expand panel icons
You can collapse panels to icons to reduce clutter on the workspace. In some cases, panels are collapsed to icons in the
default workspace.
29
Panels collapsed to icons
Panels expanded from icons
• To collapse or expand all panel icons in a column, click the double arrow at the top of the dock.
• To expand a single panel icon, click it.
• To resize panel icons so that you see only the icons (and not the labels), adjust the width of the dock until the text
disappears. To display the icon text again, make the dock wider.
• To collapse an expanded panel back to its icon, click its tab, its icon, or the double arrow in the panel’s title bar.
Last updated 2/2/2018
Workspace and workflow
If you select Auto-Collapse Icon Panels from Preferences > Interface > Panels, an expanded panel icon collapses
automatically when you click away from it.
• To add a floating panel or panel group to an icon dock, drag it in by its tab or title bar. (Panels are automatically
collapsed to icons when added to an icon dock.)
• To move a panel icon (or panel icon group), drag the icon. You can drag panel icons up and down in the dock, into
other docks (where they appear in the panel style of that dock), or outside the dock (where they appear as floating
icons).
Use panel menus
Access the panel menus using the icon on the upper-right corner of the panel.
30
Panel menu (Swatches panel)
Save and switch workspaces
By saving the current size and position of panels as a named workspace, you can restore that workspace even if you
move or close a panel. The names of saved workspaces appear in the workspace switcher in the Application bar.
Save a custom workspace
1 Choose Wi nd o w > Wor k s pa c e > New Workspace.
2 Type a name for the workspace.
3 Under Capture, select one or more options:
Panel Locations Saves the current panel locations.
Last updated 2/2/2018
Workspace and workflow
Menus or Menu Customization Saves the current set of menus.
Display or switch workspaces
• Select a workspace from the workspace switcher in the Application bar.
Delete a custom workspace
• Select Delete Workspace from the workspace switcher, select the workspace, and then click Delete.
• Choose Wi nd o w > Wor k s pa c e >Delete Workspace, select the workspace, and then click Delete.
Restore the default workspace
• Select Win d ow > Wo r ks p a ce > Reset[Workspace Name].
About screen modes
You can change the visibility of the document window using the Mode buttons at the bottom of the toolbox or by
choosing commands from the View
select view modes by clicking the current mode button and selecting a different mode from the menu that appears.
Normal Mode
> Screen Mode menu. When the toolbox is displayed in a single column, you can
31
Displays artwork in a standard window with all visible grids and guides showing, non-printing objects showing, and a
white pasteboard.
Preview Mode
Displays artwork as if it were output, with all non-printing elements suppressed (grids, guides, non-printing objects),
and the pasteboard set to the preview background color defined in Preferences.
Bleed Mode
Displays artwork as if it were output, with all non-printing elements suppressed (grids, guides, non-printing objects),
the pasteboard set to the preview background color defined in Preferences, and any printing elements within the
document's bleed area (defined in Document Setup) showing.
Slug Mode
Displays artwork as if it were output, with all non-printing elements suppressed (grids, guides, non-printing objects),
the pasteboard set to the preview background color defined in Preferences, and any printing elements within the
document's slug area (defined inDocument Setup) showing.
Presentation Mode
Displays artwork as if it were a slideshow presentation, with no menus, panels, or tools displayed. See Use Presentation
Mode.
Use the status bar
The status bar at the lower left of a document window shows information about the status of a file and lets you turn to
a different page. Click the status bar menu to do any of the following:
• Show the current file in the file system by choosing Reveal In Explorer (Windows) or Reveal In Finder (macOS).
• Show the current file in Adobe Bridge by choosing Reveal in Bridge.
In macOS, you can display the zoom percentage in the status bar by hiding the application bar (Window > Application
Bar). In Windows, you cannot hide the application bar.
Last updated 2/2/2018
Workspace and workflow
Control panel overview
The Control panel (Window > Control) offers quick access to options, commands, and other panels related to the
current page item or objects you select. By default, the Control panel is docked to the top of the document window;
however, you can dock it to the bottom of the window, convert it to a floating panel, or hide it altogether.
Options displayed in the Control panel vary depending on the type of object or tool you select:
• When you select a frame, the Control panel displays options for resizing, repositioning, skewing, and rotating the
frame, or applying an object style.
• When you select text inside a frame, the Control panel displays either character or paragraph options. Click the
paragraph and character icons on the left side of the Control panel to determine whether paragraph or character
options are displayed. If your monitor size and resolution allows, the Control panel displays additional options. For
example, if the character icon is selected, all the character options are displayed, and some paragraph options appear
on the right of the Control panel. If you click the paragraph icon, all paragraph options are displayed, and some
character options appear on the right.
• When you select a table cell, the Control panel displays options for adjusting row and column dimensions, merging
cells, aligning text, and adding strokes.
As the options in the Control panel change, you can get more information about each option by using tool tips—pop-up
descriptions that appear when you hover over an icon or option label with the pointer.
32
Control panel with tool tip displayed
Control panel menu
To open dialog boxes associated with Control panel icons, Alt-click (Windows) or Option-click (Mac OS) as you click
a Control panel icon. For example, when a frame is selected, hold down Alt or Option and click the Rotation Angle
to open the Rotate dialog box.
icon
Last updated 2/2/2018
Workspace and workflow
Dock or float the Control panel
?
Do one of the following:
• Drag the vertical bar on the left side of the Control panel until the toolbar is docked to the top or bottom of the
application window (Windows) or screen (Mac
OS).
• Choose Dock At Top, Dock At Bottom, or Float from the Control panel menu.
Customize the Control panel
1 To open the Customize Control Panel dialog box, do one of the following:
• Click Customize Control Panel icon located on the right side of the Control panel.
• Choose Customize from the Control panel menu located on the right side of the Control panel.
2 Specify options that you want to display or hide, and then click OK.
Use context menus
Unlike the menus that appear at the top of your screen, context-sensitive menus display commands related to the active
tool or selection. You can use context menus as a quick way to choose commonly used commands.
1 Position the pointer over the document, object, or panel.
2 Click the right mouse button.
33
Note: (macOS) If you don’t have a two-button mouse, you can display a context menu by pressing the Control key as you
click with the mouse.
2 Choose the settings you want to specify, and click OK.
Color Theme Select the color theme for InDesign interface. Choose from Dark, Medium Dark, Medium Light, or
Light Color Theme.
Match Pasteboard To Theme Color Select this option to match pasteboard color with the theme color of interface.
Tool Tips Tool tips appear when you hold the pointer over interface items such as tools in the toolbar and options in
the Control panel. Choose None to turn off tool tips.
Show Thumbnails On Place When you place a graphic, a thumbnail of the image appears in the loaded graphics cursor.
Similarly, a thumbnail of the first few lines of text appears in the loaded text cursor. Deselect this option if you don’t
want thumbnails to appear when placing graphics or text.
Show Transformation Values When you’re creating, sizing, or rotating an object, the cursor displays the [x,y]
coordinates, width and height, or rotation information.
Enable Multi-Touch Gestures Select this option to allow Windows and Mac OS multi-touch mouse gestures to work in
InDesign. For example, when you use the Magic Mouse in Mac OS, the swipe gesture scrolls up or down or moves to
the previous or next page or spread, and the rotate gesture rotates the spread.
Highlight Object Under Selection Tool Select this option to highlight the frame edges of objects when the direct
selection tool is moved over it.
Floating Tools Panel Specify whether the toolbar appears as a single column, double column, or single row.
Last updated 2/2/2018
Workspace and workflow
Auto-Collapse Icon Panels When this option is selected, clicking the document window closes the open panel
automatically.
Auto-Show Hidden Panels When you hide panels by pressing Tab, holding the pointer over the side of the document
window temporarily reveals the panels if this option is selected. If this option is not selected, you must press Tab again
to display panels.
Open Documents As Tabs When this option is deselected, documents you create or open appear as floating windows
rather than tabbed windows.
Enable Floating Document Window Docking If this option is selected, you can dock floating documents with each
other as tabbed windows. If this option is deselected, floating document windows aren’t docked with other document
windows, unless you hold down Ctrl (Windows) or Command (Mac OS) while dragging.
Large Tabs Select this option to increase the height of panel and document tabs.
Hand Tool To control whether to greek text and images when you scroll a document, drag the Hand Tool slider to the
desired level of performance versus quality.
Live Screen Drawing Select an option to determine whether the image redraws as you drag an object. If Immediate is
selected, the image redraws while you drag. If Never is selected, dragging an image moves only the frame, and then
image is moved when you release the mouse button. If Delayed is selected, the image redraws only if you pause before
dragging. Delayed offers the same behavior as in InDesign CS4.
34
Sync Settings using Adobe Creative Cloud
Note: Sync Settings has been removed in InDesign CC 2015.2. The existing service in InDesign CC and CC 2014 will
become unavailable in the near future. See the information
migrate your presets/settings from an earlier version of InDesign CC to the latest one or from one computer to another.
Migrate settings from one major version to another
By default, when you install InDesign CC, Creative Cloud migrates your presets and preferences from earlier versions.
To choose not to migrate presets and preferences, deselect Advanced Options > Import Previous Version Settings And
Preferences in the confirmation dialog that appears after you click Update in the Creative Cloud desktop app.
If you choose not to migrate your settings when you install Photoshop CC, or if you're upgrading to InDesign CC from
an older version of InDesign, you can select Edit > Migrate previous local settings…
migration at any point in time.
For an introduction to preset migration, see the following video.
Note: The main preference file is not migrated when you run the Migrate Presets menu command.
The information below is relevant only for InDesign CC versions earlier than 2015.1.
Introduction
When you work on multiple computers, managing and syncing glyph sets, menu customizations, keyboard shortcuts,
custom workspaces, and PDF presets among the computers could be a chore.
Migrate settings from one major version to another to
to enable preset and preference
Last updated 2/2/2018
Workspace and workflow
The new Sync Settings feature enables individual users to sync their settings using Creative Cloud. If you use two
computers, for example, one at home and another at work, the Sync Settings feature makes it easy for you to keep those
settings synchronized on these two computers. Also, if you have replaced your old computer with a new one and have
reinstalled InDesign, you can get the application set up quickly with all your settings in place by just pressing a button.
Note: At any given time, you can activate InDesign on two computers only.
The syncing happens via your Adobe Creative Cloud account. All the settings are uploaded to Creative Cloud and then
are downloaded and applied on the other computer.
All sync operations are initiated by users. They cannot be scheduled or performed automatically (such as at launch or
during shutdown).
Prerequisites for this feature to work:
• Computers should be connected to the Internet.
• You have signed into your Adobe Creative Cloud account on both computers.
Sync settings at first launch
After installation, when you launch the application and create a document or open an existing document for the first
time, you will see a prompt asking whether you want to start the sync.
35
Prompt asking whether you want to start the sync
• Click Sync Settings Now to initiate the sync.
• Click Disable Sync Settings to disable the feature.
• Click Advanced to open the Preferences dialog, where you can choose and customize what items are synchronize.
Use the sync settings feature
Do any one of the following:
• [Recommended] Click the Sync Settings icon () at the lower-left corner of the InDesign active document
When you launch InDesign with prior sync information available, and create a document or open an existing document
for the first time, you will see a prompt asking whether you would like to sync the setting from the cloud. To initiate the
sync, click Sync Settings Now.
Last updated 2/2/2018
Workspace and workflow
Prompt asking whether you want to sync the setting from the cloud
The settings are downloaded to your local computers and are updated in the application. If you change glyph sets,
keyboard shortcuts, custom workspaces, or PDF presets, you should initiate sync before you close the application. You
can see the sync status in the left-bottom corner of the document status bar. Click the Sync Settings icon (
status bar and then click Sync Settings Now.
Select the checkboxes for the settings that you want to sync. You can also choose what to do in case of conflict.
Note: To sync your settings successfully, you must change the settings only from within the application. The sync settings
feature does not sync any file that is manually placed in a folder location.
Choose an option in case of conflict
There are situations when the system could detect sync conflicts. Sync conflicts occur when the system is unable to
determine whether you want a setting from Creative Cloud or from your local computer to be retained since both have
been changed after the last sync operation.
Suppose that you change PDF presets on your work computer and sync settings to the Cloud. You then go home and
change the same presets on your home computer without syncing with the cloud first. Now since the settings in the
cloud and the settings on your home computer are both updated, conflict occurs when your try to sync. If you try to
sync in this state, you see a conflict prompt.
Last updated 2/2/2018
Workspace and workflow
Sync conflict prompt
• Sync Local: Sync local settings on this computer to the cloud; overwrite the cloud version with the local version of
settings.
• Sync Cloud: Sync from the cloud to this local computer; ignore changes made to the local settings and replace them
with the settings in the cloud.
What’s not supported
• Keyboard shortcuts created for Windows will only sync with a Windows computer. Mac keyboard shortcuts will
only sync with a Mac computer.
• Assets saved to a custom location are not synced.
• Any modifications (for example: rearrangement of panel) made after creation of the Workspace will not be synced.
For Workspace syncing, first set up your working environment and then create a workspace and initiate the sync
process.
38
Default keyboard shortcuts
Adobe InDesign provides shortcuts to help you quickly work in documents without using the mouse. Many keyboard
shortcuts appear next to the command names in menus. You can use the default InDesign shortcut set, the
QuarkXPress
with others using InDesign on the same platform.
InDesign provides shortcuts to help you quickly work in documents without using the mouse. Many keyboard
shortcuts appear next to the command names in menus. You can use the default InDesign shortcut set or a shortcut set
that you create. You can share shortcut sets with others using InDesign on the same platform.
Keys for tools
You can generate a list of the current keyboard set by choosing Show Set in the Keyboard Shortcuts dialog box. This
option is especially useful for printing a copy of your custom shortcuts.
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
Choose Window > Utilities > Tool Hints, and then select a tool to view its shortcuts and modifier keys.
4.0 or Adobe PageMaker 7.0 shortcut set, or a shortcut set that you create. You can share shortcut sets
Last updated 2/2/2018
Workspace and workflow
To olWindowsMac OS
Selection tool V, EscV, Esc
Direct Selection toolAA
Toggle Selection and Direct Selection toolCtrl+TabCommand+Control+Tab
Page toolShift+PShift+P
Gap toolUU
Pen toolP P
Add Anchor Point tool==
Add Anchor Point tool= = (on the numeric pad)
Delete Anchor Point tool--
Delete Anchor Point tool-
Convert Direction Point toolShift+CShift+C
Type toolTT
Type On A Path toolShift+TShift+T
39
Pencil tool (Note tool)NN
Line tool\\
Rectangle Frame toolFF
Rectangle toolMM
Ellipse toolLL
Rotate toolRR
Scale toolSS
Shear toolOO
Free Transform toolEE
Eyedropper toolII
Measure toolKK
Gradient toolGG
Scissors toolCC
Hand toolHH
Temporarily selects Hand toolSpacebar (Layout mode), Alt (Text mode), or
Alt+Spacebar (both)
Zoom tool ZZ
Temporarily selects Zoom In toolCtrl+SpacebarCommand+Spacebar
Spacebar (Layout mode), Option (Text mode),
or Option+Spacebar (both)
Toggle Fill and StrokeXX
Swap Fill and StrokeShift+XShift+X
Toggle between Formatting Affects Container
and Formatting Affects Text
JJ
Last updated 2/2/2018
Workspace and workflow
ToolWindowsMac OS
Apply Color, [comma], [comma]
Apply Gradient. [period]. [period]
Apply No Color//
40
Switch between Normal View and Preview
Mode
Frame Grid tool (horizontal)YY
Frame Grid tool (vertical)QQ
Gradient Feather toolShift+GShift+G
WW
Keys for selecting and moving objects
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Temporarily select Selection or Direct
Selection tool (last used)
Temporarily select Group Selection toolDirect Selection tool+Alt; or Pen, Add Anchor
Select container of selected contentEsc or double-clickEsc or double-click
Select content of selected containerShift+Esc or double-clickShift+Esc or double-click
Add to or subtract from a selection of multiple
objects
Any tool (except selection tools)+CtrlAny tool (except selection tools)+ Command
Point, or Delete Anchor Point tool+Alt+Ctrl
Selection, Direct Selection, or Group Selection
tool+Shift–click (to deselect, click center
point)
Direct Selection tool+Option; or Pen, Add
Anchor Point, or Delete Anchor Point
tool+Option+Command
Selection, Direct Selection, or Group Selection
tool+Shift–click (to deselect, click center
point)
Duplicate selectionSelection, Direct Selection, or Group Selection
tool+Alt–drag*
Duplicate and offset selectionAlt+Left Arrow, Right Arrow, Up Arrow, or
Down Arrow key
Duplicate and offset selection by 10 times**Alt+Shift+Left Arrow, Right Arrow, Up Arrow,
Down Arrow key
Move selection**Left Arrow, Right Arrow, Up Arrow, Down
Arrow key
Move selection by 10th**Ctrl+Shift+Left Arrow, Right Arrow, Up Arrow,
Down arrow key
Move selection by 10 times**Shift+Left Arrow, Right Arrow, Up Arrow,
Down Arrow key
Select master page item from document page Selection or Direct Selection tool+Ctrl+Shift–
click
Select next object behind or in frontSelection tool+Ctrl–click, or Selection
tool+Alt+Ctrl–click
Last updated 2/2/2018
Selection, Direct Selection, or Group Selection
tool+ Option–drag*
Option+Left Arrow, Right Arrow, Up Arrow, or
Down Arrow key
Option+Shift+Left Arrow, Right Arrow, Up
Arrow, Down Arrow key
Left Arrow, Right Arrow, Up Arrow, Down
Arrow key
Command+Shift+Left Arrow, Right Arrow, Up
Arrow, Down arrow key
Shift+Left Arrow, Right Arrow, Up Arrow,
Down Arrow key
Selection or Direct Selection tool+
Command+Shift–click
Selection tool+Command–click or Selection
tool+Option+ Command–click
Workspace and workflow
ResultWindowsMac OS
41
Select next or previous frame in storyAlt+Ctrl+Page Down/ Alt+Ctrl+Page UpOption+Command+Page Down/
Select first or last frame in story Shift+Alt+Ctrl+Page Down/
Shift+Alt+Ctrl+Page Up
*Press Shift to constrain movement to 45°
angles.
**Amount is set in Edit > Preferences > Units &
Increments (Windows) or InDesign >
Preferences > Units & Increments (Mac OS).
Option+Command+Page Up
Shift+Option+Command+Page Down/
Shift+Option+Command+Page Up
Keys for transforming objects
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Duplicate and transform selectionTransformation tool+Alt–drag*Transformation tool+Option–drag*
Select object+double-click Scale tool, Rotate
tool, or Shear tool in Toolbox
Increase scale by 5%Ctrl+Alt+.Command+Option+.
Resize frame and contentSelection tool+Ctrl–dragSelection tool+Command–drag
Resize frame and content proportionatelySelection tool+Shift+Ctrl–dragSelection tool+Shift+Command–drag
Constrain proportionEllipse tool, Polygon tool, or Rectangle
Switch image from High Quality Display to
Fast Display
*After you select a transformation tool, hold
down the mouse button, and then hold down
Alt (Windows) or Option (Mac OS) and drag.
Press Shift to constrain movement to 45°
angles.
tool+Shift–drag
Ctrl+Alt+Shift+ZCommand+Option+Shift+Z
Ellipse tool, Polygon tool, or Rectangle
tool+Shift–drag
Keys for editing paths and frames
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
Last updated 2/2/2018
Workspace and workflow
ResultWindowsMac OS
42
Temporarily select Convert Direction Point
tool
Temporarily switch between Add Anchor
Point and Delete Anchor Point tool
Temporarily select Add Anchor Point toolScissors tool+AltScissors tool+Option
Keep Pen tool selected when pointer is over
path or anchor point
Move anchor point and handles while
drawing
Display the Stroke panelF10Command+F10
Direct Selection tool+Alt+C trl, or Pen tool+Alt Direct Selection tool+Option+ Command, or
Pen tool+Option
Alt Option
Pen tool+ShiftPen tool+Shift
Pen tool+spacebarPen tool+spacebar
Keys for tables
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Insert or delete rows or columns while
dragging
Resize rows or columns without changing the
size of the table
Resize rows or columns proportionallyShift–drag right or bottom table borderShift–drag right or bottom table border
Begin dragging row or column border, and
then hold down Alt as you drag
Shift–drag interior row or column borderShift–drag interior row or column border
Begin dragging row or column border, and
then hold down Option as you drag
Move to next/previous cellTab /S hi ft +TabTab /S hi ft +Tab
Move to first/last cell in columnAlt+Page Up/ Alt+Page DownOption+Page Up/ Option+Page Down
Move to first/last cell in rowAlt+Home/ Alt+End Option+Home/ Option+End
Move to first/last row in framePage Up/Page Down Page Up/Page Down
Move up/down one cellUp Arrow/Down Arrow Up Arrow/Down Arrow
Move left/right one cellLeft Arrow/Right Arrow Left Arrow/Right Arrow
Select cell above/below the current cellShift+Up Arrow/ Shift+Down Arrow Shift+Up Arrow/ Shift+Down Arrow
Select cell to the right/left of the current cellShift+Right Arrow/ Shift+Left Arrow Shift+Right Arrow/ Shift+Left Arrow
Start row on next columnEnter (numeric keypad)Enter (numeric keypad)
Start row on next frameShift+Enter (numeric keypad)Shift+Enter (numeric keypad)
Toggle between text selection and cell
selection
Esc Esc
Keys for finding and changing text
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
Last updated 2/2/2018
Workspace and workflow
ResultWindowsMac OS
Insert selected text into Find What boxCtrl+F1Command+F1
43
Insert selected text into Find What box
and finds next
Find next occurrence of Find What textShift+F2 or Alt+Ctrl+F Shift+F2 or Option+Command+F
Insert selected text into Change To boxCtrl+F2Command+F2
Replace selection with Change To textCtrl+F3Command+F3
Shift+F1Shift+F1
Keys for working with type
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Bold (only for fonts with bold face)Shift+Ctrl+BShift+Command+B
Italic (only for fonts with italic face)Shift+Ctrl+IShift+Command+I
NormalShift+Ctrl+Y Shift+Command+Y
UnderlineShift+Ctrl+UShift+Command+U
StrikethroughShift+Ctrl+/Control+Shift+Command+/
All caps (on/off)Shift+Ctrl+KShift+Command+K
Asian language hyphenationShift+Ctrl+KShift+Command+K
Move XML selection up/downUp Arrow/ Down Arrow Up Arrow/ Down Arrow
Scroll structure pane up/down one screenPage Up/ Page Down Page Up/ Page Down
Select first/last XML nodeHome/ End Home/ End
Extend selection to first/last XML nodeShift+Home/ Shift+End Shift+Home/ Shift+End
47
Go to previous/next validation errorCtrl+Left Arrow/ Ctrl+Right Arrow Command+Left Arrow/ Command+Right
Automatically tag text frames and tablesCtrl+Alt+Shift+F7Command+Option+Shift+F7
Arrow
Keys for indexing
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Create index entry without dialog box
(alphanumeric only)
Open index entry dialog box Ctrl+7Command+7
Create proper name index entry (last name,
first name)
Shift+Ctrl+Alt+[Shift+Command+Option+[
Shift+Ctrl+Alt+]Shift+Command+Option+]
Keys for panels
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Delete without confirmationAlt-click Delete iconOption-click Delete icon
Create item and set optionsAlt-click New buttonOption-click New button
Apply value and keep focus on optionShift+EnterShift+Enter
Activate last-used option in last-used panelCtrl+Alt+~ [tilde] Command+Option+~ [tilde]
Select range of styles, layers, links, swatches,
or library objects in a panel
Select nonadjacent styles, layers, links,
swatches, or library objects in a panel
Apply value and select next valueTabTab
Move focus to selected object, text, or
window
Show/Hide all panels, Toolbox, and Control
panel (with no insertion point)
Show/Hide all panels except the Toolbox and
Control panel (docked or not)
Open or close all stashed panelsCtrl+Alt+TabCommand+Option+Tab
Shift-clickShift-click
Ctrl-clickCommand-click
EscEsc
TabTa b
Shift+TabShift+Tab
Last updated 2/2/2018
Workspace and workflow
ResultWindowsMac OS
48
Stash a panel groupAlt+drag any panel tab (in the group) to edge
of screen
Select item by nameAlt+Ctrl-click in list, and then use keyboard to
select item by name
Open the Drop Shadow panelAlt+Ctrl+MCommand+Option+M
Option+drag any panel tab (in the group) to
edge of window
Option+Command-click in list and then use
keyboard to select item by name
Keys for the Control panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Toggle focus to/from Control panelCtrl+6Command+6
Toggle Character/Paragraph text attributes
mode
Change reference point when proxy has focus Any key on the numeric keypad or keyboard
Display the pop-up menu that has focusAlt+Down Arrow
Open Units & Increments Preferences Alt-click Kerning iconOption-click Kerning icon
Open the Text Frame Options dialog boxAlt-click Number Of Columns iconOption-click Number of Columns icon
Open the Move dialog boxAlt-click X or Y iconOption-click X or Y icon
Ctrl+Alt+7Command+Option+7
numbers
Any key on the numeric keypad or keyboard
numbers
Open the Rotate dialog boxAlt-click Angle iconOption-click Angle icon
Open the Scale dialog boxAlt-click X or Y Scale iconOption-click X or Y Scale icon
Open the Shear dialog boxAlt-click Shear iconOption-click Shear icon
Open Text Preferences Alt-click Superscript, Subscript, or Small Caps
Open the Underline Options dialog boxAlt-click Underline buttonOption-click Underline button
Open the Strikethrough Options dialog boxAlt-click Strikethrough buttonOption-click Strikethrough button
Open the Grids PreferencesAlt-click Align To Baseline Grid, or Do Not
Open the Drop Caps & Nested Styles dialog
box
Open the Justification dialog boxAlt-click Leading iconOption-click Leading icon
Open Named Grid dialog boxDouble-click Named Grid iconDouble-click Named Grid icon
Open New Named Grid Options dialog boxAlt-click Named Grid iconOption-click Named Grid icon
Open Frame Grid Options dialog boxAlt-click Number of characters Horizontal,
button
Align To Baseline Grid button
Alt-click Drop Cap Number Of Lines, or Drop
Cap One Or More Characters icon
Number of Characters Vertical, Character Aki,
Line Aki, Vertical Scale, Horizontal Scale, Grid
View, Font Size, Number of Columns, or
Column Gutter icon
Option-click Superscript, Subscript, or Small
Caps button
Option-click Align To Baseline Grid, or Do Not
Align To Baseline Grid button
Option-click Drop Cap Number Of Lines, or
Drop Cap One Or More Characters icon
Option-click Number of characters Horizontal,
Number of Characters Vertical, Character Aki,
Line Aki, Vertical Scale, Horizontal Scale, Grid
View, Font Size, Number of Columns, or
Column Gutter icon
Last updated 2/2/2018
Workspace and workflow
Keys for type panels and dialog boxes
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Open Justification dialog boxAlt+Ctrl+Shift+JOption+Command+Shift+J
Open Paragraph Rules dialog boxAlt+Ctrl+JOption+Command+J
Open Keep Options dialog boxAlt+Ctrl+KOption+Command+K
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
49
Make character style definition match textSelect text and press Shift+Alt+Ctrl+CSelect text and press
Make paragraph style definition match textSelect text and press Shift+Alt+Ctrl+RSelect text and press
Change options without applying styleShift+Alt+Ctrl-double-click styleShift+Option+Command-double-click style
Remove style and local formattingAlt-click paragraph style nameOption-click paragraph style name
Clear overrides from paragraph styleAlt+Shift-click paragraph style nameOption+Shift-click paragraph style name
Show/hide Paragraph and Character Styles
panels, respectively
F11, Shift+F11Command+F11, Command+Shift+F11
Shift+Option+Command+C
Shift+Option+Command+R
Keys for the Tabs panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Activate Tabs panelShift+Ctrl+TShift+Command+T
Switch between alignment optionsAlt-click tabOption-click tab
Keys for the Layers panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
Last updated 2/2/2018
Workspace and workflow
ResultWindowsMac OS
Select all objects on layerAlt-click layerOption-click layer
Copy selection to new layerAlt-drag small square to new layerOption-drag small square to new layer
Add new layer below selected layerCtrl-click Create New LayerCommand-click Create New Layer
Add new layer to the top of the layer listShift+Ctrl-click Create New LayerShift+Command-click Create New Layer
50
Add new layer to the top of the layer list and
open New Layer dialog box
Add new layer and open New Layer dialog box Alt-click Create New LayerOption-click Create New Layer
Shift+Alt+Ctrl-click Create New LayerCmd+Option+Shift-click Create New Layer
Keys for the Pages panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Apply master to selected pageAlt-click master Option-click master
Base another master page on selected master Alt-click the master you want to base the
selected master on
Create master pageCtrl-click Create New Page buttonCommand-click Create New Page button
Display Insert Pages dialog boxAlt-click New Page buttonOption-click New Page button
Add new page after last pageShift+Ctrl+PShift+Command+P
Option-click the master you want to base the
selected master on
Keys for the Color panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Move color sliders in tandem Shift-drag sliderShift-drag slider
Select a color for the nonactive fill or strokeAlt-click color barOption-click color bar
Switch between color modes (CMYK, RGB,
LAB)
Shift-click color barShift-click color bar
Keys for using the Separations Preview panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindows ActionMac OS Action
Turn on Overprint previewCtrl+Alt+Shift+YCommand+Option+Shift+Y
Show all platesCtrl+Alt+Shift+~ [tilde]Command+Option+Shift+~ [tilde]
Show Cyan plateCtrl+Alt+Shift+1Command+Option+Shift+1
Show Magenta plateCtrl+Alt+Shift+2Command+Option+Shift+2
Last updated 2/2/2018
Workspace and workflow
ResultWindows ActionMac OS Action
Show Yellow plateCtrl+Alt+Shift+3Command+Option+Shift+3
Show Black plateCtrl+Alt+Shift+4Command+Option+Shift+4
Show 1st Spot plateCtrl+Alt+Shift+5Command+Option+Shift+5
Show 2nd Spot plateCtrl+Alt+Shift+6Command+Option+Shift+6
Show 3rd Spot plateCtrl+Alt+Shift+7Command+Option+Shift+7
Keys for the Swatches panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
51
Create new swatch based on the current
swatch
Create spot color swatch based on the current
swatch
Change options without applying swatchShift+Alt+Ctrl-double-click swatchShift+Option+Command-double-click
Alt-click New Swatch buttonOption-click New Swatch button
Alt+Ctrl-click New Swatch buttonOption+Command-click New Swatch button
swatch
Keys for the Transform panel
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultWindowsMac OS
Apply value and copy objectAlt+EnterOption+Enter
Apply width, height, or scale value
proportionally
Ctrl+EnterCommand+Enter
Keys for resolving conflicts between Mac OS 10.3x and 10.4
This table isn’t a complete list of keyboard shortcuts. It lists only those shortcuts that aren’t displayed in menu
commands or tool tips.
ResultMac OS
Open Preferences dialog boxCommand+K
Open Paragraph Styles panelCommand+F11
Open Character Styles panelCommand+Shift+F11
Open Swatches panelF5
Open Pages panelCommand+F12
Minimize active application windowCommand+M
Hide applicationCommand+H
Last updated 2/2/2018
Workspace and workflow
Set preferences
About preferences and defaults
Preferences include settings such as panel positions, measurement options, and display options for graphics and
typography. Preference settings specify how InDesign documents and objects behave initially.
Set general preferences
This section covers preference settings in the General tab of the Preferences dialog box. For information on other
preferences, search for the appropriate setting.
1 Choose Edit > Preferences > General (Windows) or InDesign > Preferences > General (Mac OS), and then choose
the type of preferences you want to specify.
2 In the Page Numbering section, choose a page numbering method from the View menu. (See Display absolute or
section numbering in the Pages panel .)
3 In the Font Downloading and Embedding section, specify a threshold to trigger font subsetting based on the
number of glyphs a font contains. This setting affects font downloading options in the Print and Export dialog
boxes.
4 In the When Scaling section, you can determine how scaled objects are reflected in panels and how the content of
scaled frames behaves.
• Select Apply To Content if you want the point size to change when a text frame is scaled. (See Scale type.) If this
option is selected when a graphics frame is scaled, the percentage size of the image changes, but the frame reverts
its percentage to 100%. (See
• Select Adjust Scaling Percentage to display the original point size with the new point size in parentheses when
you scale text. If this option is selected when you scale graphics frames, the percentage size of both the frame and
image changes.
5 Click Reset All Warning Dialogs to display all warnings, even the ones you’ve already checked not to display. (As
warnings appear, you can select a check box to prevent the warning from appearing again.)
Scale objects .)
52
Set defaults
If you change settings when no documents are open, your changes set the defaults for new documents. If a document
is open when you change settings, the changes affect only that document.
Similarly, if you change settings when no objects are selected, your changes set the defaults for new objects.
Change default settings for new documents
1 Close all documents.
2 Change any menu items or panel or dialog box settings.
If yo u us e th e same page s ize and lang uag e for m ost of your d ocu ments , you can chang e thes e de fault s wi th no d ocu ment
open. For example, to change the default page size, close all documents, choose File > Document Setup, and select a
desired page size. To set a default dictionary, close all documents, choose Edit
InDesign
> Preferences > Dictionary (Mac OS), and select an option from the Language menu.
Last updated 2/2/2018
> Preferences > Dictionary (Windows) or
Workspace and workflow
Specify default settings for new objects in a document
1 With document o p e n , c ho os e E d it >Deselect All.
2 Change any menu items or panel or dialog box settings.
Restore all preferences and default settings
When InDesign is behaving erratically, deleting preferences (also referred to as “trashing preferences” or “removing
preferences”) often solves the problem.
It’s a go od ide a to make a backup copy of the pre fere nce fi les called InD esign Defaults and InDe sign S aved Data. Instea d
of removing your preferences, you can copy these backup files over the problematic corrupt preference files and not
lose any customizations.
Mike Witherell provides a detailed list of which files are affected when you restore preferences in Adobe InDesign
Presets (PDF, English only).
?
Do one of the following:
• (Windows) Start InDesign, and then press Shift+Ctrl+Alt. Click Yes when asked if you want to delete preference
files.
• (Mac OS) While pressing Shift+Option+Command+Control, start InDesign. Click Yes when asked if you want
to delete preference files.
Various program preferences and default settings are stored in the Adobe InDesign preferences files. These files,
inclu ding the InDesign Defaults file, are saved each time you exit from InDesign . For manual deletion or renaming, the
locations of the preference files are as follows:
Yo u can store settings for reuse, including settings for the following items:
• Creating paragraph and character styles. (See Add paragraph and character styles.)
• Creating object styles. (See Object styles.)
• Creating table and cell styles. (See Table and cell styles .)
• Creating PDF export presets. (See Customize Adobe PDF presets.)
Last updated 2/2/2018
Workspace and workflow
• Creating print presets. All the attributes in the Print dialog box are included in the style. (See Print a document or
book.)
• Creating trap presets. (See Trap presets.)
• Creating transparency flattener presets. (See Flatten transparent artwork.)
• Creating table of contents styles. (See Create TOC styles for multiple lists.)
• Saving the workspace configuration.
• Creating document presets. (See Define document presets.)
• Creating stroke styles. (See Define custom stroke styles.)
In general, change the feature settings in the dialog box, and then save the settings. Styles and presets are stored in the
document in which they are created. You can use the settings from another document by importing or loading the styles
and presets from that document. In addition, most presets can be exported or saved to a separate file and distributed
to other computers.
Mike Witherell provides a detailed list of presets in Adobe InDesign Presets (PDF, English only).
You can also share styles and presets across all documents in a book file. For more information, see Synchronize book
documents.
54
Create new documents | InDesign CC 2015 and earlier
Note: To create documents from a wide variety of templates and presets, introduced in 2017 release of InDesign CC, see
Create documents.
Create a new document
1 Choose File > New > Document.
The New Document dialog box combines the Document Setup and the Margins And Columns dialog boxes, so that
you can set up the page size, margins, and page columns all in one place. You can change these settings at any time.
2 Specify document setup options. (See New Document options.)
To specify the dimensions of the bleed and slug areas, click the Arrow button before the Bleed and Slug label. The
bleed and slug areas extend out from the edges of the defined Page Size. To make the bleed or slug areas extend
evenly on all sides, click the Make All Settings The Same icon
3 (Only in InDesign CC) Select the Preview checkbox to see how your new document will look like. Make necessary
changes if required.
4 Click OK to open the new document with the settings you specified.
To set default layout settings for all new documents, choose File > Document Setup or Layout > Margins And Columns,
and set options when no documents are open.
New Document options
Document Preset Choose a preset that you have saved earlier.
.
Intent If you are creating a document to be output to PDF or SWF for the web, choosing the Web option changes
several options in t he dialog box, such as turning off Facing Pages, changing the orientation from portrait to landscape,
and using a page size based on monitor resolution. You can edit any of these settings after the document is created.
Last updated 2/2/2018
Workspace and workflow
CS6 and later: Digital publishing intent has been added for publications aimed for the Digital Publishing Suite. You can
also change the intent of the document after it is created.
Number of pages Specify the number of pages to create in the new document.
Start Page # Specify which number the document starts on. If you specify an even number (such as 2) with Facing
Pages selected, the first spread in the document begins with a two-page spread. See
Start a document with a two-page
spread .
Facing Pages Select this option to make left and right pages face each other in a double-page spread, such as for books
and magazi nes. Deselect this option to let each page stand alone, such as w hen you’re printing flyers or posters or when
you want objects to bleed in the binding.
After you’ve created a document, you can use the Pages panel to create spreads with more than two pages or force the
first two pages to open as a spread. (See
Master Text Frame CS5.5 and earlier: Select this option to create a text frame the size of the area within the margin
guides, matching the column settings you specified. The master text frame is added to the A Master. (See
Control spread pagination .)
Use text
frames on master pages.)
The Master Text Frame option is available only when you’ve chosen File > New > Document.
Primary Text Frame CS6 and later: select this option to add a primary text frame on the master page. When you apply
a new master page, the story in the primary text frame automatically flows into the primary text frame of the new
master page.
55
Page Size Choose a page size from the menu, or type values for Width and Height. Page size represents the final size
you want after bleeds or other marks outside the page are trimmed.
Orientation Click Portrait (tall) or Landscape (wide). These icons interact dynamically with the dimensions
you enter in Page Size. When Height is the larger value, the portrait icon is selected. When Width is the larger value,
the landscape icon is selected. Clicking the deselected icon switches the Height and Width values.
Ti p: To specify the dimensions of the bleed and slug areas, click the Arrow button before the Bleed and Slug label in the
New Document dialog box. To make the bleed or slug areas extend evenly on all sides, click the Make All Settings The
Same icon
Bleed The Bleed area allows you to print objects that are arranged at the outer edge of the defined page size. For a page
.
of the required dimensions, if an object is positioned at its edge, some white may appear at the edge of the printed area
due to slight misalignment during printing or trimming. For this reason, you should position an object that is at the
edge of the page of the required dimensions a little beyond the edge, and trim after printing. Bleed area is shown by a
red line on the document. You can set bleed area settings from Bleed in the Print dialog box.
Slug The slug area is discarded when the document is trimmed to its final page size. The slug area holds printing
information, customized color bar information, or displays other instructions and descriptions for other information
in the document. Objects (including text frames) positioned in the slug area are printed but will disappear when the
document is trimmed to its final page size.
Objects outside the bleed or slug area (whichever extends farther) do not print.
Preview (Only in InDesign CC) Select this checkbox to see how your new document will look like. Make necessary
changes to the options if the preview is not as desired.
Note: You can also click the Save Document Preset icon to save document settings for future use.
Last updated 2/2/2018
Workspace and workflow
Document window overview
Each page or spread in your document has its own pasteboard and guides, which are visible in Normal View mode. (To
switch to Normal View, choose View
when the document is viewed using one of the Preview modes. (See
this preview background and guides in Guides & Pasteboard preferences.
Document and guides in Normal View Mode
A Spread (black lines) B Page ( black lines) C Margin guides (magenta lines) D Column guides (violet lines) E Bleed area (red lines) F Slug area
(blue lines)
> Screen Mode > Normal.) The pasteboard is replaced with a gray background
Preview documents.) You can change the color of
56
Document window notes:
• Lines of other colors are ruler guides which, when present, appear in the layer color when selected. See Layers .
• Column guides appear in front of margin guides. When a column guide is exactly in front of a margin guide, it hides
the margin guide.
Create custom page sizes
You can create custom page sizes that appear in the Page Size menu in the New Document dialog box.
1 Choose File > New > Document.
2 Choose Custom Page Size from the Page Size menu.
3 Type a name for the page size, specify page size settings, and then click Add.
The New Doc Sizes.txt file that lets you create custom page sizes in previous version of InDesign is not available in
InDesign CS5 or later.
Define document presets
You can save document settings for page size, columns, margins, and bleed and slug areas in a preset to save time and
ensure consistency when creating similar documents.
1 Choose File > Document Presets > Define.
2 Click New in the dialog box that appears.
3 Specify a name for the preset and select basic layout options in the New Document Preset dialog box. (See New
Document optionsfor a description of each option.)
4 Click OK twice.
You can save a d ocument preset to a s eparate f ile and distr ibute i t to oth er use rs. To save and load docu ment pres et files,
use the Save and Load buttons in the Document Presets dialog box.
Last updated 2/2/2018
Workspace and workflow
Create a document using a preset
1 Do one of the following:
• Choose File > Document Preset > [name of preset]. (Hold down the Shift key while choosing the preset to create
a new document based on the preset without opening the New Document dialog box.)
• Choose File > New > Document, and then choose a preset from the Document Preset menu in the New
Document dialog box.
The New Document dialog box displays the preset layout options.
2 Make changes to the options (if desired) and click OK.
To skip the New Document dialog box, press the Shift key as you select a preset from the Document Preset menu.
Touch workspace
Use your touch-enabled devices to comp your layouts anytime, anywhere. With the Touch Workspace, you can
create your layouts using hand gesture s that InDesign converts into graphics. The Touch Workspace is supported on
all Microsoft Windows touch-enabled devices. Besides tablets, this also includes touch-enabled desktops or laptop
computers. Use the intuitive touch gestures to draw shapes, add text, or image placeholders. You can also choose
to add creative assets from the Creative Cloud Libraries to your comped layout.
57
Use the new Touch workspace to comp layouts in a jiffy with simple gestures! Here's a quick tutorial: Comp layouts in
a touch environment .
Switching to the Touch Workspace
To sw i t c h to th e Touc h work s p ac e, g o to Wi n d ow > Wo r ks p a ce > To uc h , or tap the Touch Workspace icon in the
upper right corner of your current InDesign workspace.
If you detatch the keyboard from your touch-enabled device, InDesign immediately detects this change and switches
the current workspace to the Touch Workspace. If you then attach the keyboard back into your device, InDesign
switches back to the last workspace that you were working in.
Note: Go to InDesign preferences to switch off or switch on this keyboard behavior.
Last updated 2/2/2018
Workspace and workflow
Tou c h Wor ks p ac e t o ol s
The Touch Workspace does not include all the tools that come with InDesign. You can, however, open documents that
contain objects that cannot be created in this workspace. Such objects will still display with full fidelity but you will not
be able to edit them. Use any of the following tools to start creating your layouts:
Drawing: This tools is available only in the Touch Workspace. Use the Drawing Tool to start comping your layout
with gestures. See Drawing with gestures .
Typ e: Use the Type Tool to include text frames in your layout. Text frames can be moved, resized, and changed.
For more information, see Create text frames.
Frame: Include graphics in your layout using the Frame Tool. You can modify a graphic by changing its
relationship to its frame. For more information, see Frames and objects .
Shape: Use the Shape Tool to include shapes in your layout. You can choose from the Rectangle, Ellipse, and
Polygon tools. For more information, see Draw with lines and shapes.
Drawing with gestures
To use gestures for comping your layout:
1 Create a new document and select the Drawing Tool, if not already selected.
2 Use one of the 16 gestures to create InDesign elements for your layout. See the following image for gestures that you
can use:
58
Click the Help icon in the top right corner of your workspace, to view help on the gestures.
Last updated 2/2/2018
Workspace and workflow
3 Enhance your components by resizing it or modifying the colors and styles, using the panels available on the right
of your workspace. You can also choose to add your creative assets from a Creative Cloud Library.
Enhance your components
The Touch Workspace also provides you panels to enhance the elements of your layout. You can change properties like
color, opacity, and alignment, among others. Select an element and open the appropriate panel on the right.
Color
Te xt
Stroke
CC Libraries
Align and Distribute
Context Menu
Opacity
You can switch to other InDesign workspaces to further enhance or complete your Comps and Mocks.
59
Convert QuarkXPress and PageMaker documents
Open QuarkXPress files in InDesign
InDesign can convert document and template files from QuarkXPress 3.3 or 4.1x. InDesign can also convert document
and template files from multi-language QuarkXPress Passport
files as single-language files first. (To convert documents created with QuarkXPress
in QuarkXPress and save them in 4.0 format.)
For more information, see the QuarkXPress Conversion Guide (PDF) at www.adobe.com/go/learn_quarkconv.
Open a QuarkXPress document or template
1 Make sure that the original application file is closed.
2 To ensure that all links are maintained, copy all linked files to the same QuarkXPress document folder.
3 In InDesign, choose File > Open.
4 In Windows, choose QuarkXPress (3.3-4.1x) or QuarkXPress Passport (4.1x) from the Files Of Type menu.
5 Select a file and click Open.
Note: If InDesign cannot convert a file or a specific part of a file, it displays a warning describing the reasons it cannot
convert it and the results of the conversion.
6 If a warning dialog box appears, do one of the following:
4.1x files, so there is no longer any need to save these
5.0 or later, reopen the documents
• Click Save to save a copy of the warnings as a text file, and then open the file in InDesign.
• Click Close to close the dialog box and open the file in InDesign.
Last updated 2/2/2018
Workspace and workflow
7 To more accurately convert text wrap applied in QuarkXPress, do the following in InDesign:
• Select Text Wrap Only Affects Objects Beneath in the Composition area of the Preferences dialog box.
• Assign the Adobe Single-Line Composer in the Paragraph panel menu to one or more paragraphs.
If you’re experiencing problems with the converted QuarkXPress document, use the Export dialog box to save the
document in InDesign Markup (IDML) format. Then open the IDML file and save it as an InDesign document.
Save a QuarkXPress template as an InDesign template
1 Open the template in InDesign.
2 Choose File > Save As and specify a location and filename.
3 Choose InDesign Template for Save As Type (Windows) or Format (Mac OS), and then click Save.
What gets converted from QuarkXPress
When you open a QuarkXPress file, InDesign converts the original file information to native InDesign information:
• Text boxes are converted to InDesign text frames.
To accurately convert text wrap applied in QuarkXPress, select Text Wrap Only Affects Text Beneath in the
Composition area of the Preferences dialog box.
60
• Styles are converted to InDesign styles.
• Because QuarkXPress uses different color profiles, they are ignored in InDesign.
• Text and graphics links are preserved and appear in the Links panel.
Note: Embedded graphics—those added to the original document using the Paste command—are not converted. For more
information on embedded graphics, see
InDesign does not support OLE or Quark XTensions. Consequently, when you open files that contain OLE or Quark
XTensions graphics, those graphics will not appear in the InDesign document. If your QuarkXPress document does not
convert, check the original and remove any objects that were created by an XTension; then save, and try to convert again.
About links and embedded graphics.
• All master pages and layers are converted to InDesign masters and layers.
• All master-page objects, as well as QuarkXPress guides, are placed on the corresponding InDesign master pages.
• Grouped objects remain grouped except where nonprinting items are included in a group.
• All strokes and lines (including paragraph rules) are converted to the stroke styles they most closely resemble.
Custom strokes and dashes are converted to custom strokes and dashes in InDesign.
Colors are converted exactly to InDesign colors, except in the following situations:
• Multi-ink colors from QuarkXPress are mapped to mixed inks in InDesign, unless the multi-ink color does not
contain at least one spot color. In this case, the multi-ink color is converted to a process color instead.
• QuarkXPress 4.1 colors from the color library are converted based on their CMYK values.
• QuarkXPress 3.3 HSB colors are converted to RGB, and colors from the color library are converted based on their
CMYK values.
• QuarkXPress 4.1 HSB and LAB colors are converted to RGB, and colors from the color library are converted based
on their RGB/CMYK values.
For information about other conversion issues, check the support documents on the Adobe website at
www.adobe.com/support.
Last updated 2/2/2018
Workspace and workflow
Convert PageMaker documents
InDesign can convert document and template files from Adobe PageMaker 6.0 and later. When you open a PageMaker
file, InDesign converts the original file information to native InDesign information. InDesign files are saved with an
.indd filename extension.
61
For more information, see the PageMaker Conversion Guide (PDF) at www.adobe.com/go/learn_pmconv.
Before opening the document in InDesign, you may want to do the following:
• If the PageMaker file or its linked graphics are located on a network server, floppy disk, or removable drive, it may
not open as expected if an interruption in data transfer occurs. To prevent data transfer problems, copy documents
and their links to the hard disk, preferably in the same folder where the PageMaker publication is stored, before
opening them in InDesign.
• You may want to use Save As in PageMaker to clear unnecessary hidden data.
• To ensure that all links are maintained, copy all linked files to the same folder where the PageMaker publication is
stored.
• Make sure that all necessary fonts are available in InDesign.
• Repair broken graphics links in the PageMaker publication.
• If you have a problem converting a large PageMaker document, convert portions of the PageMaker file separately to
isolate the problem.
If you cannot open a corrupt PageMaker document in PageMaker, try opening it in InDesign. InDesign can recover most
documents that PageMaker cannot open.
Open a PageMaker document or template
1 Make sure that the original application file is closed.
2 In InDesign, choose File > Open.
3 In Windows, choose PageMaker (6.0-7.0) in the Files of Type menu.
4 Select a file and click Open.
Note: If InDesign cannot convert a file or a specific part of a file, it displays a warning describing the reasons it cannot
convert it and the results of the conversion attempt.
5 If a warning dialog box appears, do one of the following:
• Click Save to save a copy of the warnings as a text file, and then open the file in InDesign.
• Click Close to open the file in InDesign without saving the text file.
If you’re experiencing problems with the converted PageMaker document, use the Export dialog box to save the
document in InDesign Markup (IDML) format. Then open the IDML file and save it as an InDesign document.
Save a PageMaker template as an InDesign template
1 Open the template in InDesign.
2 Choose File > Save As and specify a location and filename.
3 Choose InDesign Template for Save As Type (Windows) or Format (Mac OS), and then click Save.
Last updated 2/2/2018
Workspace and workflow
Common PageMaker conversion issues
Note the following:
• All master pages and layers are converted to InDesign masters and layers. Master pages in PageMaker convert to
master pages in InDesign and retain all objects including page numbering and guides. To maintain the order of
overlapping items, InDesign creates two layers when converting a PageMaker publication: Default and Master
Default. Master Default contains the Master page items.
• PageMaker document guides are placed on the Default layer in InDesign.
• All items on the PageMaker pasteboard appear on the pasteboard of the first spread in the InDesign document.
• All objects designated in PageMaker as Non-Printing are converted with Nonprinting selected in the InDesign
Attributes panel.
• Grouped objects remain grouped except where nonprinting items are included in a group.
Text and tables conversion issues
Note the following:
• Text is converted to InDesign text frames.
• Tables in PageMaker files are converted to InDesign tables.
• Styles are converted to InDesign styles. The [No style] in PageMaker is the equivalent of [No Paragraph Style] in
InDesign. However, [No Paragraph Style] picks up the attributes of a named style if that style was selected before
any typing occurred in the PageMaker publication.
• InDesign uses the Adobe Paragraph Composer for all paragraphs, causing some text to reflow. You can assign the
Adobe Single-Line Composer to one or more paragraphs to create line breaks more similarly to the PageMaker
composition engine, but text may still reflow.
• InDesign uses only Baseline leading. Proportional and Top of Caps leading in PageMaker convert to Baseline
leading in InDesign, possibly resulting in text shifting.
62
• The First Baseline of converted text may appear different than text created in InDesign. The First Baseline of
converted text is set to Leading, but the First Baseline of text created in InDesign is set to Ascent by default.
• InDesign uses a different hyphenation method than PageMaker, so line breaks may be different.
• Shadow text converts as plain text. Outline text converts as text with a stroke of 0.25 inches and a fill of Paper.
Book, index, and TOC conversion issues
Note the following:
• InDesign ignores Booklists when opening PageMaker publications. If you want to open all the publications on a
Booklist together, run the Build Booklet plug-in in PageMaker with a layout of None selected so that the booked
publications are combined into one. Note that text blocks and frames will no longer be threaded.
• Index entries from a PageMaker publication appear in the InDesign Index panel. Text with cross-references that use
the See Herein or See Also Herein option are mapped as See or See Also.
• Table of Contents text converts as a Table of Contents, with PageMaker TOC Style available in the style pop-up menu
in the InDesign TOC dialog box.
Linking and embedding conversion issues
Note the following:
• Text and graphics links are preserved and appear in the Links panel.
Last updated 2/2/2018
Workspace and workflow
• If InDesign cannot locate the original link to a graphic, a warning appears asking you to repair the link in
PageMaker.
• InDesign does not support OLE (object linking and embedding). Consequently, when you open files that contain
OLE graphics, those graphics will not appear in the InDesign document.
Color and trapping conversion issues
Note the following:
• Colors are converted exactly to InDesign colors. PageMaker HLS colors are converted to RGB colors, and colors
from other color libraries are converted based on their CMYK values.
• Tints are converted as percentages of the parent color. If the parent color isn’t in the Swatches panel, it’s added during
conversion. When an object with a tint is selected, the parent color is selected in the Swatches panel, and the tint
value appears in the pop-up menu.
• Color profiles for PageMaker files are converted directly. All Hexachrome colors are converted to RGB values.
Profiles that are not ICC-compliant are replaced using the default CMS settings and profiles you specified for
InDesign.
• All strokes and lines (including paragraph rules) are converted to the default stroke styles they most closely
resemble. Custom strokes and dashes are converted to custom strokes and dashes in InDesign.
• InDesign does not support screen patterns or angles applied to TIFF images in Image Control; it drops these from
imported TIFF files.
• When Auto-Overprint Black Strokes or Fills (or both) is selected in the Trapping Preferences dialog box in
PageMaker, the setting carries over to InDesign, but Overprint Stroke or Overprint Fill is deselected in the Attributes
panel.
For information about other PageMaker conversion issues, check the support documents on the Adobe website.
63
Work with files and templates
Recommended workflow for InDesign documents
You can improve performance and prevent many problems by establishing a good workflow to use with Adobe
InDesign.
Maintain a clean computer system
Over time, changes occur to software and hardware that can lead to performance loss and system problems.
Defragmenting the hard disk, removing older versions of software, updating device drivers, optimizing memory,
running virus protection utilities, and performing other maintenance tasks can prevent applications and files from
becoming damaged. Performing these tasks regularly helps ensure that InDesign opens, displays, and prints documents
as expected.
Create a project folder
Last updated 2/2/2018
Workspace and workflow
Before you begin a project, determine which files you’ll need and how you’ll store them. If you’ve experienced problems
with broken links, consider storing your linked files in the same folder as your document. InDesign maintains links to
files you place in a document, but if a link is broken, InDesign looks for the file in the document’s folder. Storing a
document and its linked files in the same folder makes it easy to move them from one computer to another. Storing files
in one folder also ensures that InDesign finds the original graphics when printing a document. If InDesign cannot
locate a linked graphic, it won’t reflect changes you make to the original graphic, and it may print the graphic poorly or
not at all.
If your project consists of multiple documents (for example, chapters in a book), you may find it useful to create a
project folder that contains a folder for each document and its linked files.
Consider using a template
Use a template if you frequently create similar projects. Templates let you create consistent documents more quickly
while protecting the original file. For example, if you create a monthly newsletter, your template might include ruler
guides, page numbers, the newsletter masthead, and styles you want to use in each issue. (See
Use doc ument templates.)
Open documents locally
Before you open a document stored on a network volume or on removable media, copy the document and any linked
graphic s to your local hard disk. The slower access time and data transfer rate of a network volume or removable media
can cause data to become lost or corrupted, possibly damaging the document. However, be aware of overriding
someone else’s work if you copy the local files back to a network server.
64
Solve problems before converting a file
Damaged Adobe PageMaker or QuarkXPress® files usually remain damaged when opened in InDesign. If an error or
other unexpected behavior occurs with a converted file, open the original file in the source application and
troubleshoot it for damage.
If the converted file has problems, export it to IDML format, and then open the IDML file and save it as an InDesign
document.
Save documents
Save documents frequently, and create backup copies of important files. You can clear unnecessary data from a
document by using the Save As command. When you use the Save command, InDesign appends new information to
the document but doesn’t remove outdated data, such as information about a deleted graphic. When you use the Save
As command, however, InDesign completely rewrites the document, including only information about objects and
pages currently in the document. A document that contains only necessary data occupies less hard drive space and
redraws and prints more quickly.
Practice good design habits
• Create styles in a document. Creating styles with no documents open can cause duplicate styles to appear when you
create a new document. To share styles in documents, save the styles and load them.
• Use appropriate fonts. When choosing fonts for a document, consider how you intend to format and print the text.
InDesign works well with OpenType®, Type 1 (also called PostScript), and TrueType fonts. Damaged or poorly
constructed fonts can damage an InDesign document or cause it to print with unexpected results, so use reliable
fonts created by established font vendors. If you work with a service bureau, find out its font requirements.
• Avoid using too many text frames. Use as few text frames as possible to keep the document file size smaller and the
layout easier to manipulate.
Last updated 2/2/2018
Workspace and workflow
Be smart with art
• Use the appropriate graphics file format. When you create graphics for a project, consider how you plan to print the
document. If you intend to print the document at a service bureau, ask the service bureau which graphic formats
wo rk b est w ith t he ou tpu t de vi ce i t us es . Th e ser vi ce bu rea u ca n als o adv ise y ou o n the opt imal reso lut ion for imag es.
• Store graphics externally. When you import a graphic file, InDesign creates a link to the graphic by default. Linking
helps minimize the file size of the document and improves the performance of InDesign. When you print the
document, the original graphic file must be available and linked. If InDesign can’t find the original, the graphic may
print as a low resolution preview or as a gray box.
Verify links and fonts before you print
To ensure that a document prints correctly, verify that all links are intact and all fonts are available. A link becomes
broken if you delete, move, or rename the original graphic. Use the Preflight and Package features before handing off
files to a service bureau.
Open InDesign documents
In ge ner al, you op en d ocumen t and t emplate files the s ame way yo u do in other p rog rams. When y ou ope n an InD esi gn
template, it opens as a new, untitled document by default. Document files use the extension .indd, template files use the
extension .indt, snippet files use the extension .idms, library files use the extension .indl, interchange files use the
extension .inx, markup files use the extension .idml, and book files use the extension .indb.
65
You can also use the File > Open command to open files from earlier versions of InDesign, InDesign Interchange (.inx)
files, InDesign Markup (.idml) files, Adobe PageMaker 6.0 and later, QuarkXPress 3.3 and 4.1, and QuarkXPress
Passport 4.1 files. In addition, other software vendors may make plug-in software that lets you open other file formats.
To view additional information about an InDesign document, hold down Ctrl and choose Help > About InDesign
(Windows) or hold down Command and choose InDesign > About InDesign (Mac OS).
Use the Open command
1 Choose File > Open and select one or more documents.
2 Do one of the following, and then click Open:
• Select Normal (Windows) or Open Normal (Mac OS) to open the original document or a copy of a template.
• Select Original (Windows) or Open Original (Mac OS) to open an original document or template.
• Select Copy (Windows) or Open Copy (Mac OS) to open a copy of a document or template.
When you open an InDesign document, you may encounter any of the following messages:
Message indicating newer version of InDesign
In InDesign CS6 and CC, you can send documents to anyone using older versions of InDesign without extra steps like
manually exporting to IDML. Compatibility is built right in, ensuring that your documents always open just as you
would expect.
If you open a document created in a newer version of InDesign, a message is displayed indicating the different version.
To convert the document to the current version of InDesign, do the following:
1 To convert the document to the current version of InDesign, click Convert.
The document is uploaded to the Adobe Creative Cloud and then converted to the current version of InDesign.
Note: You need to be connected to the Internet to perform the conversion.
Last updated 2/2/2018
Workspace and workflow
2 After the document is successfully converted to the current version, the Save As dialog box prompts you to save the
document.
Message indicating document color settings different from application
If a warning message appears telling you that the color settings in the document are different from the color settings in
the application, select an option, and click
Note: Color warning messages are off by default, but you can show warnings if you change the default settings in the Color
Settings dialog box (Edit
>Color Settings.)
OK.
Message indicating missing or modified links
If a warning message appears telling you that the document contains missing or modified links, use the Links panel to
fix the links. See
Update, restore, and replace links .
Message indicating missing fonts
If a warning message appears telling you that the document contains missing fonts, do one of the following:
• Click OK. InDesign will automatically format the text with a substitute.
• Click Find Font to search for and list fonts used throughout your document.
For more information on finding missing fonts, see Find and change fonts.
66
Open recent document
?
Choose File > Open Recent, and select one of the documents you saved recently.
To specify how many recent documents are displayed, choose Edit > Preferences > File Handling (Windows), or
InDesign
maximum number is 30.
> Preferences > File Handling, and then specify a number for Number Of Recent Items To Display. The
Choosing word lists when opening documents
When opening a document, you may see an alert message asking if you want to use the word list in the document or
an exception word list in the user dictionary. An exception word list includes words that were added to the User
Dictionary while the document was worked on. If you know which exception word list you use, click its button. If you’re
not sure, click either button, choose Edit
> Preferences > Dictionary (Windows) or InDesign > Preferences > Dictionary (Mac OS) to reset the word list
Edit
used for composition. See
Hyphenation and spelling dictionaries.
> Spelling > Dictionary to inspect the word lists, and then, if necessary, choose
Convert earlier versions of InDesign documents
?
To convert previous versions of InDesign documents to the current version, choose File > Open and open the file.
Keep in mind the following points:
• If you used third-party plug-ins to create an earlier version of a document, check with the manufacturer to make
sure that they are installed correctly for and are compatible with InDesign
• When you convert a document, you may see an alert message asking if you want to use the exception word list
in the user dictionary or the one in the document. For information about this alert message, see
lists when opening documents.
CS5 before you convert the document.
Choosing word
• Library files created in earlier versions of InDesign will open and convert in InDesign CS5, even if the library is
locked. You have to specify a name and location for the converted library files; the default naming convention is
filename-X.indl.
Last updated 2/2/2018
Workspace and workflow
• Previous versions of InDesign can’t open latest InDesign documents directly. For example, to open an InDesign
CS5 document in InDesign CS4, you must do two things. First, choose File
document in IDML format. Second, update InDesign CS4 with special plug-ins that let you open the IDML file.
Save backwards to the previous InDesign version.)
(See
If you’re experiencing problems with a document that was created in a previous version of InDesign, use the Export
dialog box in InDesign CS5 to save the document in InDesign Markup (IDML) format. Then open the IDML file and
save it as an InDesign document.
> Export in InDesign CS5 to save the
Use Adobe Bridge with InDesign
Adobe Bridge is a cross-platform application included with AdobeCreative Suite components that helps you locate,
organize, and browse the assets you need to create print, web, video, and audio content. You can start Adobe Bridge
from any Creative Suitecomponent (except Adobe Acrobat®), and use it to access both Adobe and non-Adobe asset
types.
From Adobe Bridge, you can:
• Manage image, footage, and audio files: Preview, search, sort, and process files in Adobe Bridge without opening
individual applications. You can also edit metadata for files, and use Adobe Bridge to place files into your
documents, projects, or compositions.
• View the links inside an InDesign document as thumbnails while in Adobe Bridge, without actually having to open
the InDesign document in InDesign.
• Drag assets from Adobe Bridge into the InDesign document window, or drag assets from the document window
into Adobe Bridge to create snippets. See
Use snippets .
67
• Perform automated tasks, such as batch commands.
• Synchronize color settings across color-managed Creative Suite components.
• Start a real-time web conference to share your desktop and review documents.
Use document templates
Templates are useful starting points for standard documents because you can preset them with layout, graphics, and
text. For example, if you prepare a monthly magazine, you can create a template that contains the layout of a typical
issue, including ruler guides, grids, master pages, custom styles and swatches, placeholder frames, layers, and any
standard graphics or text. That way you can simply open the template each month and import new content.
You create a template the same way you create a regular document; the only difference occurs when you save the
document. When you prepare a template for others to use, you may want to add a layer containing instructions about
the template; hide or delete the layer before printing the document. See
Note: For Chinese versions of InDesign, you can open specially designed templates that include custom mojikumi sets.
Save a document as a template
1 Choose File > Save As, and specify a location and filename.
2 Choose InDesign CS5 Template for Save As Type (Windows) or Format (Mac OS), and then click Save.
Start a new document from a template
1 Choose File > Open.
2 Locate and select a template.
Layers .
Last updated 2/2/2018
Workspace and workflow
3 Select Normal (Windows) or Open Normal (Mac OS), and then click Open.
4 Save the new document with its own name.
Edit an existing template
1 Choose File > Open.
2 Locate and select a template.
3 Select Original (Windows) or Open Original (Mac OS), and then click Open.
Review InDesign documents
Adobe offers several methods for reviewing InDesign documents.
Tracking editing changes
As you or another person edits text, InDesign highlights added text and strikes through deleted text when Track
Changes is turned on. Use the Story Editor to view changes. The document owner can go through the edits and accept
or reject changes. See
Using Acrobat to review a PDF file
You can export the InDesign document to PDF and use Adobe Acrobat to set up an email review or a shared review on
Acrobat.com or another server. Reviewers can add comments using the Sticky Note tool and other markup methods.
The document owner can then go through the PDF review comments and edit the original InDesign document. For
more information, see Acrobat Help.
Tracking and reviewing changes .
68
Using CS Revie w
CS Review is an online subscription service that lets you share your designs on the web so that others can provide
immediate feedback. When you create a review using the CS Review panel, you upload one or more snapshots of the
file to the Acrobat.com workspace. Reviewers can then add comments.
When you create a review, you can divide the review into parts that offer separate areas for review commenting. A
review can consist of parts from different files and applications. As the review progresses, you can add and remove
review parts as part of a dynamic review process.
Design calendars and business cards from templates
One way to create a calendars, business cards, resumes or CVs, and other specialized documents is to use templates.
Adobe provides several templates at the Adobe Marketplace and Exchange site:
www.adobe.com/go/exchange
Use search to locate additional resources for specialty documents.
Understand a basic managed-file workflow
Last updated 2/2/2018
Workspace and workflow
Share content
The Adobe InCopy LiveEdit Workflow plug-ins let writers and editors develop copy in InCopy at the same time as
designers prepare layouts in Adobe InDesign. This workflow includes container files, called assignments, for grouping
related pieces of content, and file-locking and notification tools for sharing and updating files in InCopy or InDesign
over a shared network or in compressed packages that can be distributed via e-mail.
In the shared network workflow, InDesign users export text and graphics to a shared location on a file system, where
the files become available to InCopy users who will write and edit the content. Selected text frames and graphics frames
are either exported to the assignment or exported as separate InCopy files, where they become part of the managed
process and are linked to the InDesign document. These shared files are referred to as managed files. When users work
in the assignment file or in the InDesign file on a local server, changes to the associated layout or content are
communicated to all users involved in the workflow for that document.
Multiple InCopy or InDesign users can open the same content file simultaneously, and multiple InCopy users can open
the same assignment file simultaneously. However, only one user at a time can check out the InCopy file for editing.
Others can view the file on a read-only basis. The user who checks out a managed InCopy file can share his or her work
with other users by saving the file to the shared server or by returning the file to the InDesign user; however, other users
can’t make changes to the file until it’s checked back in. This system allows multiple users to access the same file but
prevents users from overwriting each other’s work.
For more information, see the InCopy LiveEdit Workflow guide (PDF) at www.adobe.com/go/learn_liveedit.
69
Ways to work with content in InCopy
Content is either a body of text that flows through one or more frames, or an imported graphic. There are five basic
ways to work on content in InCopy: open an assignment file, open an assignment package, open a linked InCopy file,
open an InDesign file that has linked InCopy files, or compose content entirely in InCopy.
Open assignment files created in InDesign
InDesign users can create an assignment file and designate content for sharing. This method lets the InDesign user
associate related components (heading, body, graphics, captions, and so on), and then assign them to different InCopy
users for writing and editing. InCopy users open the assignment file and work on only the components assigned to
them. The live layout view shows how their edited copy relates to the InDesign layout, without opening the entire
InDesign document. However, if the layout changes, the InDesign user must update assignments to notify InCopy users
about the changes. You can share assignment files on a server or through assignment packages.
Last updated 2/2/2018
Workspace and workflow
70
InDesign document (.indd) with assignment file (.icml) composed of three linked content files (.incx). Assignment and its components are listed
in Assignments panel and are opened in InCopy.
Open assignment packages
The assignment packages workflow is especially useful when designers and writers are working on the same project but
don’t have access to a local server. In such cases, the InDesign user can create one or more packages and send the
compressed files to the assigned InCopy users via e-mail. InCopy users can open the assignment packages, edit the
contents, and return the packages to the InDesign user, who can then update the document.
Open linked InCopy files exported from InDesign
In cert ain workflows, InDes ign us ers might e xport text and graphics as sep arate f iles, rather than w rapping t hem insi de
an assignment file. Exporting separate files is useful if you work on unrelated graphics or bodies of text. However,
InCopy users aren’t able to see how the content fits within the InDesign layout.
Last updated 2/2/2018
Workspace and workflow
71
InDesign document (.indd) with three linked but unassigned content files (.icml) opened in InCopy
Open InDesign documents that have linked InCopy files
To see all page items in the context of an entire layout, InCopy users can open and edit an InDesign document in
InCopy. This approach can be useful for editing and copyfitting if seeing the overall layout is important, or for editing
most of the stories in a document rather than a few. After the InCopy user edits the stories, the InDesign user can then
update the links to the modified files. If the InDesign user changes the layout, the InCopy user is notified when the
InDesign document is saved.
Compose content entirely in InCopy
You can create content in InCopy that isn’t associated with an InDesign file. In these stand-alone documents, you can
type text, assign fonts and styles, and import graphics from other applications (such as Adobe Illustrator and Adobe
Photoshop) to enhance the text. You can also assign tags for future XML use. This approach is a good option in an
editorial workflow where the content precedes the design. You can also set up and modify the text area, page size, and
orientation for stand-alone InCopy documents. But if the story is later linked to an InDesign document, the InDesign
settings override the settings used in InCopy.
Last updated 2/2/2018
Workspace and workflow
Managed files
For a file to be managed, it must be added to an assignment file, exported from InDesign as InCopy content, or placed
as InCopy content into InDesign. Managed files communicate both content status and ownership. With managed files,
you can:
• Lock and unlock stories to help preserve file integrity.
• Notify InCopy users when the associated InDesign layout is outdated.
• Identify the user working on a file.
• Notify users when an InCopy content file is outdated, being used by someone, or available for editing. Notification
methods include alert messages, frame icons, status icons in the Links panel, and status icons in the Assignments
panel.
Read-only files
Once a content file becomes managed, it’s read-only to all users in the workflow at all times, except to the person who
has checked it out. The software creates a lock file (*.idlk) when a user checks out a content file, giving that user
exclusive editing control. Read-only files have the following characteristics:
• An InCopy user cannot manually format the text in it. However, if text has been assigned character or paragraph
styles, an InDesign user can change the definition of those styles, thereby changing the formatting of the text even
when the file is checked out to someone else. These style definition changes are reflected in the text once the
InDesign user updates the file.
• In general, neither an InCopy nor InDesign user can change objects, such as text and applied styles, in locked
InCopy content. Some objects, such as character and paragraph styles, are only used by the content. For example,
you can’t change how a character style is applied to objects in locked content, but you can change the character style
itself, thereby changing the appearance of the text.
• An InDesign user can change the margins and columns of the text content as well as the shape, location, and number
of text frames the story occupies.
• An InDesign user can change the geometry and formatting of a graphics frame without checking out the graphic.
An InCopy user cannot change a graphics frame or any formatting on the frame. However, both InDesign and
InCopy users have to check out the graphics frame in order to modify the graphic itself (for example, to rotate or
scale it).
72
Best practices for working with managed files
Use the following practices to make sure that you work with the most up-to-date content and don’t overwrite someone
else’s work:
• Store assignment files on a server where all team members have access. If team members don’t have access to a
server, you can create and distribute assignment packages.
• When you create an assignment, a special folder is created to hold the assignment file and the content. Use these
assignment folders to maintain assignment and content files. They simplify managing the shared files across a
workgroup and help ensure that users open the correct files.
• In InCopy, open the assignment file instead of an individual I nCopy stor y. That way, you can see th e copy f it an d
layout information in Galley and Layout views. If you export content without using assignment files, you can see
copyfit and layout information only by opening the InDesign file.
• As soon as you open an assignment file, open an InDesign document, or check out content in either InDesign or
InCopy; make sure that frame edges are showing (View
icons when they appear.
Last updated 2/2/2018
> Extras > Show Frame Edges) so that you can see the frame
Workspace and workflow
• In InDesign, if you must remove files from the workflow (because of a production deadline, for example), you can
unlink them or cancel an assignment package.
Managed-file workflow examples
When you establish workflow management between InCopy and InDesign, writers and editors can compose, rewrite,
expand, and edit documents at the same time that designers prepare the layout. Common workflows include managing
files on a local server, sharing files via e-mail packages, or using some combination of the two methods.
These workflows assume that you have a basic InDesign template with layout geometries, styles, and placeholder text.
Layout geometries include page dimensions as well as text and graphics frames. InCopy uses these items to show proper
copyfit information.
Local server workflow
1.In InDesign, create assignments and add content to them.
This step incorporates exported text and graphics frames into the managed process, where they become available to
InCopy users for writing and editing.
2.Make the assignment files available to InCopy users.
Save the files to a server that all workflow users have access to.
73
3.In InCopy, open the assignment file, and check out and edit a story or graphic.
In InC opy, the files containing content assigned to you app ear in t he Assignments panel. Whenever you save the file on
a local server, the changes are saved on the file system and anyone working on that document (the InDesign layout or
another managed content file in the document) receives notification of the changes. Those users can update the content
to view the latest changes. The content remains checked out to you until you check it in.
4.In InDesign, work on the layout.
Regardless of whether the content files are being edited in InCopy, InDesign users can work on the document layout;
they don’t have to check out the document. Whenever the InCopy user saves the checked-out content, the InDesign
user can update that content within the layout to see the latest revisions.
5.In InCopy, continue working.
When finished with your edits, check in the content. Other users are then able to check out the content and work on it.
If a user is modifying the layout in InDesign simultaneously, you can update and view the layout geometry as you work.
6.In InDesign, make sure that all the content is checked in.
The managed workflow makes it possible to know who has checked out files. After content files are checked in,
InDesign users can check out the files to finalize the layout as necessary.
E-mail package workflow
1.In InDesign, create and send assignment packages.
Create assignment packages and assign contents to the appropriate InCopy users, and then send the packages to the
InCopy users. The packaged files are automatically checked out to help avoid editing conflicts.
2.In InCopy, open the assignment package, and check out and edit a story or graphic.
If you receive an assignment package in e-mail, double-click the package to open it in InCopy. Changes you make to
the file are saved only locally. Other users are not notified when you make changes.
Last updated 2/2/2018
Workspace and workflow
3.In InDesign, work on the layout.
Regardless of whether the content files are packaged, InDesign users can work on the document layout; they don’t have
to check out the document. If you need to update the layout or assignments, you can send an updated package to the
InCopy users.
4.In InCopy, return the edited package.
When finished with your edits, check in the content and return the modified package. Other users are then able to
check out the content, view the latest revisions, and work on the file.
5.In InDesign, make sure that all the content is checked in.
The managed workflow makes it possible to know who has checked out files. After assignment packages are returned,
stories in assignment packages are checked in. InDesign users can check out the files to finalize the layout as necessary.
Enter user identification
All users in the workflow must have a user name. This identification reveals who has checked out a particular file and
makes this information available to other users. It’s also required in order to check out a file for editing.
If you’ve already specified a user name and want to change it, you must check in any content you have checked out.
Otherwise, changing user identification during an editing session would forfeit your ability to edit content that you
have checked out—it would be checked out to you under a different name.
74
User identification is application-specific; no single user can have multiple user identifications per application.
Note: The InCopy Notes and Track Changes features also use the specified name to identify the author of a note or a tracked
change.
1 Do either of the following:
• Choose File > User.
• Choose User from the Assignments panel menu.
2 Type a unique name and click OK.
If you forget to specify a user name using this method, you’re prompted to enter one when you attempt your first
workflow action.
Note: The Color pop-up menu in this dialog box is for identifying editorial notes and tracked changes. You can choose the
color now if you want, but it doesn’t affect anything you do in a managed workflow.
Workflow icons
Icons can appear on text and graphics frames, the Assignments panel, and in the story bar (InCopy only). Edit status
icons appear next to the managed file in the Links panel and Assignments panel, and communicate content status. Icons
appear on frames that contain a linked InCopy story (in the Layout view in both InDesign and InCopy). These icons
also communicate content status and can be used to differentiate between managed and unmanaged content. The
associated tool tip indicates editing status and ownership. To view the frame icons, make sure that frame edges are
showing in InDesign and InCopy (View
> Extras > Show Frame Edges).
Note: (InDesign) The InDesign document window must be in Normal Mode for the frame edges to show. (Click the Normal
Mode button
at the lower left of the toolbox.)
Last updated 2/2/2018
Workspace and workflow
IconNameLocation
75
AvailableAssignments panel (InDesign and InCopy),
In Use By [name]Assignments panel, text frames, and graphics
EditingAssignments panel, text frames, and graphics
Available And Out Of DateText and graphics frames
In Use By [name] And Out Of DateText and graphics frames
Editing And Out Of DateText and graphics frames
Out Of DateAssignments panel
Text Content Out Of DateAssignments panel and text frames
Text Content Up To DateAssignments panel and text frames
Graphics Content Out Of DateAssignments panel and graphics frames
Graphics Content Up To DateAssignments panel and graphics frames
Packaged ContentAssignments panel
text frames, and graphics frames
frames
frames
Note: The Out Of Date icon on the Available, In Use, Editing, Text Content, and Graphics Content icons indicates that the
content is out of date; that is, the version on the file system is newer than the version displayed on your computer.
To olb ox
Toolbox overvi ew
Some tools in the toolbox are for selecting, editing, and creating page elements. Other tools are for choosing type,
shapes, lines, and gradients. You can change the overall layout of the toolbox to fit your preferred window and panel
layout. By default, the toolbox appears as a single vertical column of tools. You can also set it up as a double vertical
column or as one horizontal row. However, you can’t rearrange the positions of individual tools in the toolbox. You can
drag the top of the toolbox to move it.
Select a tool from the default toolbox by clicking it. The toolbox also contains several hidden tools related to the visible
tools. Hidden tools are indicated by arrows to the right of the tool icons. Select a hidden tool by clicking and holding
the current tool in
The name of the tool and its keyboard shortcut appear when you hold the pointer over the tool—this text is called the
tool tip. You can turn off tool tips by choosing None from the Tool Tips menu in Interface preferences.
Open the Tool Hints panel (choose Window > Utilities > Tool Hints) to see which shortcut and modifier keys work with
the selected tool.
the toolbox and then selecting the tool that you want.
Last updated 2/2/2018
Workspace and workflow
76
List of tools in the Toolbox
Note: Content Collector and Content Placer tools are not available in CS5.5 or earlier.
Display the toolbox
?
Choose Window > Tools.
Display tool options
?
Double-click a tool in the toolbox.
This procedure works only for some tools, such as the Eyedropper, Pencil, and Polygon tools.
Display and select hidden tools
1 In the toolbox, position the pointer over a tool that has hidden tools and hold down the mouse button.
2 When the hidden tools appear, select a tool.
Last updated 2/2/2018
Workspace and workflow
Hidden tools menu
Select tools temporarily
1 When one tool is selected, hold down the keyboard shortcut of a different tool.
2 With the keyboard shortcut still held down, perform an action.
3 Release the keyboard shortcut to return to the previous tool.
For example, if the Gap tool is selected, hold down the V key to temporarily use the Selection tool. When you release
the V key, the Gap tool is selected.
77
View tool hints
The Tool Hints panel describes how modifier keys work with the selected tool.
1 Choose Window > Utilities > Tool Hints to display the Tool Hints panel.
2 Select a tool in the toolbox to view a description of that tool and its modifier keys and shortcuts.
2 Choose a layout option from the Floating Tools Panel menu and click OK.
You can also click the double arrow icon at the top of the toolbox to change the toolbox layout.
Tools over view
Type tools Create and format type in standard or customized blocks or paths. (See Create text frames.)
Drawing tools Draw and style simple and complex objects, including rectangles, ellipses, polygons, freeform shapes.
Drawing.)
(See
Selection tools Select (activate) objects, points, or lines. (See Selecting objects .)
Transform tools Reshape, reorient, and resize objects. (See Transforming ob j e c ts .)
Navigation tools Move around in, control the view of, and measure distances in a document. (See Zoom in and outand
Rulers and measurement units .)
The Scissors tool Splits paths and frames. (See Split a path.)
Last updated 2/2/2018
Workspace and workflow
Gallery of selection tools
78
Selection tool let s you select entire
objects.
Direct Selectio n tool lets you select
points on a path or contents within
a frame.
Page tool lets you create multiple
page sizes within a document.
Gap tool lets you adjust the space
between objects.
Last updated 2/2/2018
Workspace and workflow
Gallery of drawing and type tools
79
tool lets you draw straight and
Pen
curved paths.
Anchor Point tool lets you add
Add
anchor points to a path.
Anchor Point tool lets you remove
Delete
anchor points from a path.
Convert Direction Point tool lets
you convert corner points and
smooth points.
Last updated 2/2/2018
Workspace and workflow
80
tool lets you create text frames and
Type
select
text.
Vertical Type tools lets you create
vertical text frames and select text.
Erase
tool lets you delete points on a path.
on a Path tool lets you create and
edit type on paths.
tool lets you draw a line segment. Rectangle Frame tool lets you
Type
tool lets you draw a freeform path. Smooth tool lets you remove excess
Line
create a square or rectangle
placeholder.
Pencil
angles from a path.
Ellipse
Frame tool lets you create a circle or
oval placeholder.
Polygon Frame tool lets you create
a multi-sided shape placeholder.
Rectangle tool lets you create a
square or rectangle.
Last updated 2/2/2018
tool lets you create a circle or oval. Polygon tool lets you create multi-
Ellipse
sided shape.
Workspace and workflow
Gallery of transformation tools
81
Transform tool lets you rotate,
Free
scale, or shear an object.
tool lets you rotate objects around a
fixed point.
Rotate
tool lets you resize objects around a
fixed point.
Gallery of modification and navigation tools
Eyedropper tool lets you sample
color or type attributes from objects
and apply them to other objects.
Measure tool measures the
distance between two points.
Gradient Swatch tool lets you
adjust the beginning and ending
points and angle of gradients
within objects.
Scale
tool lets you skew objects around a
fixed point.
Gradient Feather tool lets you fade
an object into the background.
Shear
Scissors tool cuts paths at specified
points.
Share content
tool moves the page view within
Hand
the document window.
Last updated 2/2/2018
tool increases and decreases the
Zoom
view magnification in the
document window.
tool lets you add comments.
Note
Workspace and workflow
Exporting content from InDesign
Exporting content from InDesign to InCopy establishes a link between the two applications. You export InDesign text
frames, graphics frames, and their contents to InCopy using either of two methods:
• Create a container file (*.icma)—called an assignment—and add related groupings of document items (such as the
text and graphics of a story) to the assignment so they can be worked on together. Content within assignments is
exported as *.icml files.
• Export text and graphics frames separately (including placeholder frames) using the Edit > InCopy > Export menu
commands. Exported content is saved as *.icml files.
After content is exported, small icons appear at the top left of exported frames in InDesign and InCopy, and in the
Assignments panel. A link to the exported file appears in the Links panel. These icons indicate the status of managed
frames and they differentiate managed frames from those that aren’t part of the workflow. All exported content appears
in the Assignments panel. Content exported using the Export menu commands appears in the Unassigned InCopy
Content section of the Assignments panel list. While both methods establish a controlled connection between InCopy
content and an InDesign document, the primary method is to use assignment files.
Exporting content makes the content available for users to check out while maintaining a link to the original InDesign
document. (This link is made from within InDesign; you cannot create the link from InCopy.)
Once the content is exported, InCopy users can see (but not change) the page layouts, styles, and so forth as they appear
in the InDesign document.
82
Note: You can also create text or anchored graphics using InCopy and then place them in InDesign.
Assignments panel overview
The primary tool for working with assignments is the Assignments panel (Window > Assignments in InCopy, Window
> Editorial > Assignments in InDesign). The Assignments panel displays the files exported from the currently active
InDesign document, and an icon indicates their status. The Assignments panel menu also contains commands that
control import version and file-management functions between InCopy and InDesign. When you open an assignment
in InCopy, the assignment name and its contents appear in the Assignments panel. You can double-click text and
graphics frames in the Assignments panel to select them in the document window.
Note: All content exported to InCopy or added to an assignment is also listed in the Links panel. Although you can do some
workflow management tasks, such as checking out and checking in content, the recommended panel for these tasks is the
Assignments panel.
Last updated 2/2/2018
Workspace and workflow
InDesign Assignments panel
A InCopy content names B InDesign document name C Assignment Out Of Date status D Available And Text Up To Date status E In Use And
Text Out Of Date status F
In Selection button K
Ed itin g And Tex t Up To Date stat us G Unassigned content H User name I Update Content button J Check Out/Check
New Assignment button L Delete Selected Assignments/Remove button
83
InCopy Assignments panel
A InCopy content names B Assignment Out Of Date status C Assignment name D Available And Text Up To Date status E In Use And Text
Out Of Date status F
In Selection button
Editing And Text Up To Date status G User name H Update Design button I Update Content button J Check Out/Check
Assignment files
In InDesign, assignment files are containers for organizing collections of page items. For example, you might want to
select all the items in a story (headline, byline, copy, graphics, and captions), and then assign them to one InCopy user.
Adding those items to an assignment provides a convenient way for InCopy users to access only the content for which
they are responsible. Assignment files (*.icma) appear in the file system, in the InCopy story bar, and in status messages.
Only InDesign users can create assignment files; only InCopy users can open them.
When you create an assignment, a folder is created in the same location as the InDesign document by default. This
assignment folder includes the *.icma assignment files and a content subfolder that contains any exported InCopy story
files (in .icml format) that are part of images or other resources. Once the assignment is created, store the project folder
in a location where all users have access to it, or create and distribute an assignment package. If content is exported
before it’s added to an assignment, the files on disk are not moved to the content folder of the assignment file.
Assignment files include the following:
• Links or pointers to the associated page items, including placeholder frames. These elements let the InCopy user
open a single file in InCopy and have editorial access to multiple page items.
Last updated 2/2/2018
Workspace and workflow
• Any transformations on the graphics included in the assignment, such as moving, scaling, rotating, or shearing.
• Page geometry, so InCopy users can see the layout of the frame and its content that they’re editing without opening
the entire InDesign file.
• Color-coding of assigned frames in the document.
Illustration of page in InCopy showing page geometry and color coding
84
Create assignments and add content (InDesign)
Only InDesign users can create assignments and add content to them. There are several ways to create assignments.
The method you choose usually depends on whether you have content to add at the time you create the assignment.
• Create empty assignment files. From your InDesign document, you can create a series of empty assignments to act
as templates for content to come later.
• Create assignments and add content at the same time.
• Add content to an existing assignment file. You can add linked content—text and graphics that have already been
exported as InCopy content—or you can add selected page items to become linked InCopy content. If one or more
of the selected frames already contain InCopy content files, and none is part of an assignment, you can add them to
a new or existing assignment file.
By default, the assignment folder you create is saved in the same folder as the InDesign document. You can then place
this folder on a server or create and send a package.
Note: If you don’t want InCopy users to place and fit graphics, don’t add graphics frames to an assignment.
Create empty assignment files (InDesign)
1 In InDesign, save the document.
2 In the Assignments panel, choose New Assignment from the panel menu.
3 In the New Assignment dialog box, specify assignment file options and click OK.
Simultaneously create assignments and add content (InDesign)
1 In InDesign, create a document that has one or more text frames, graphics frames, or placeholder items, and then
save the document.
2 Select the text and graphics frames you want to add.
3 Do one of the following:
• From the Assignments panel menu, choose Add To Assignment, and then select New.
Last updated 2/2/2018
Workspace and workflow
• Choose Edit > InCopy > Add [option] To A s s ig n m ent > New.
4 In the New Assignment dialog box, specify assignment file options and click OK.
The newly created assignment file includes any frames selected in the document window.
Add content to existing assignments (InDesign)
1 Save the InDesign document.
2 Select the text and graphics frames you want to add.
3 Do one of the following:
• From the Assignments panel menu, choose Add To Assignment, and then select the assignment.
• Drag content from the Unassigned InCopy Content section of the Assignments panel into an existing
assignment.
• Select page items with the Selection tool and drag them to an existing Assignment in the Assignments panel.
• Choose Edit > InCopy > Add [option] To Assignment, and then select the assignment.
4 Choose Update All Assignments from the Assignments panel menu to make the content files available to InCopy
users.
Note: You can add content only to assignments in the same document. However, you can import the same content into
multiple documents and add it to an assignment in each of those documents.
85
Assignment file options (InDesign)
When you create or modify an assignment file, you can set the following options:
Assignment Name The unique identification of the assignment in the Assignments panel, for example “Ocean article.”
This name must conform to the file naming conventions of the operating system.
Assigned To The unique identification of the user assigned to the files. The user’s name appears in parentheses
following the assignment name in the Assignments panel. Entering a name here is for informational purposes only; it
doesn’t grant special rights or permissions to the user.
Color Displays a list of colors for adding a distinctive highlight to the frames of the current assignment in the document
window, and to the assignment names in the Assignments panel. This color coding differentiates frames that belong to
one assignment from frames that belong to another, and it differentiates from unassigned frames. To toggle the display
of this color coding, choose View
in Layout view.
Note: If toggling the display of assigned frames produces unexpected results, those frames might be tagged for XML and
View > Structure > Show Tagged Frames might be enabled. You cannot show assigned frames and tagged frames at the
same time.
Change Click the Change button to specify the location of the assignments folder. By default, the assignments folder is
created in the same location as the InDesign file.
Placeholder Frames Lets InCopy users see the text and graphics frames in the assignment as well as boxes (or other
shapes) representing all other frames on those InDesign pages. All frames and placeholders accurately reflect the size,
shape, and location of the InDesign originals. Placeholder frames are empty shapes that don’t show any of the content
in the InDesign document. The Placeholder Frames option provides the least amount of fidelity, and therefore provides
the fastest performance. In InCopy, the placeholder frames are visible only in Layout view. InCopy users cannot check
out and edit placeholder frames.
> Extras > Show/Hide Assigned Frames. In InCopy, the color coding is visible only
Last updated 2/2/2018
Workspace and workflow
Assigned Spreads Lets InCopy users see all assigned frames, as well as the entire contents of other frames that aren’t
part of the assignment, on the same spread. In InCopy, content in frames outside an assignment isn’t editable and is
visible only in Layout view.
All Spreads Exports all content in the InDesign document to the assignment file. This option provides the maximum
amount of fidelity; it also provides the slowest performance because the assignment file displays the design and layout
of every page, including pages not relevant to the section a user is editing.
Linked Image Files When Packaging Includes a copy of linked images in the assignment package. Selecting this option
gives InCopy users access to images but increases the package’s file size. InCopy users can include images while
returning a package.
Export content as separate InCopy files (InDesign)
If your workgroup prefers working with separate files rather than using assignments, you can export InCopy content
without using an assignments file. Compared with creating a single assignment file with references to multiple content
files and layout information, this method creates a separate file (.icml) for each text or graphics frame you specify in
the document. To see the context of the content you are editing, you must also open the associated InDesign document
(.indd).
Cater the InDesign document to suit your workflow needs. For example, if you want all of the editor’s comments to be
exported in a single file, create a layer for the editor to make comments. You can then export all the content on the
selected layer.
86
Note: A quick way to export content as separate InCopy files is to use the Selection tool to drag selected frames into the
Unassigned InCopy Content in the Assignments panel.
1 In InDesign, create a document with one or more text frames, graphics frames, or placeholder items.
2 Do either of the following:
• Select the text or graphics frame of a single story, or Shift-click to select multiple frames.
• Click an insertion point in a story, or select some text in a text frame.
3 Choose Edit > InCopy > Export, and then choose one of the following options:
Selection Exports all selected text and graphics frames.
Layer Exports all content on the selected layer.
All Stories Exports every story that has not been exported already.
All Graphics Exports every graphic that has not been exported already.
All Graphics And Stories Exports every story and graphic that has not been exported already.
If you export all content in the document, and then add more text or graphics frames to the same document, you
can save time exporting the new ones by using the Export > All Stories (or All Graphics or All Graphics And Stories)
command again. InDesign exports only the new content.
4 Enter a name and location for the files, and then click Save.
The file name you specify is used as a prefix for identifying each exported content file in the file system. If you export
multiple text frames, the first several characters of the text are automatically appended to the file name; for example,
“mystory-Upcoming cycling events.icml.” For multiple graphics frames, the file names are formed as “mystorygraphic,” “mystory-graphic-1,” and so on. The file name appears in the file system, in the InCopy story bar, and in
status messages.
5 When prompted, save your InDesign file.
Last updated 2/2/2018
Workspace and workflow
The InCopy content is now managed, and is available to be checked out and edited by other users in the workflow.
Shared content appears in the Links panel just like imported graphics. If you move a shared file manually, you can use
the Links panel to update its link.
When you export content, you see the Available icon on the text frame (InDesign and InCopy), and in the
Assignments panel (InCopy). The word [Editing] appears in the story bar (InCopy).
Customize menus and keyboard shortcuts
Customize menus
Hiding and colorizing menu commands is a way to remove menu clutter and emphasize commands you frequently use.
Note that hiding menu commands simply removes the menu command from view; it doesn’t disable any features. At
any time, you can view hidden commands by selecting the Show All Menu Items command at the bottom of a menu,
or you can choose Window
include customized menus in workspaces you save.
> Workspace > Show Full Menus to show all the menus for the selected workspace. You can
87
You can customize the main menu, context menus, and panel menus. Context menus appear when you right-click
(Windows) or Control-click (Mac
panel.
Note: If you select a different workspace, such as Getting Started, some menu commands are hidden. To display menu
commands, choose Show All Menu Items at the bottom of the menu, or choose a different workspace, such as Advanced.
OS) an area. Panel menus appear when you click the icon in the upper right of a
Create a custom menu set
1 Choose Edit > Menus.
You cannot edit the default menu set.
2 Click Save As, type the name of the menu set, and click OK.
3 From the Category menu, choose Application Menus or Context & Panel Menus to determine which menus are
customized.
4 Click the arrows to the left of the menu categories to display subcategories or menu commands. For each command
you want to customize, click the eye icon under Visibility to show or hide the command; click None under Color to
select a color from the menu.
5 Click Save, and then click OK.
Select a custom menu set
1 Choose Edit > Menus.
2 Choose the menu set from the Set menu, and then click OK.
Edit or delete a custom menu set
1 Choose Edit > Menus.
2 Choose the menu set from the Set menu, and then do one of the following:
• To edit a menu set, change the visibility or color of menu commands, click Save, and then click OK.
Last updated 2/2/2018
Workspace and workflow
• To delete a menu set, click Delete and then click Yes. If you’ve modified the menu set without saving it, you’re
prompted to save the current menu set. Click Yes to save the menu set, or click No to discard changes.
Show hidden menu items
• Choose Window > Workspace > Show Full Menus. This command turns on all menus for the selected workspace.
You can hide the menus again by resetting the workspace.
• Choose Show All Menu Items at the bottom of the menu that includes hidden commands.
Holding down Ctrl (Windows) or Command (Mac OS) and clicking a menu name temporarily displays any menu
commands you’ve hidden by customizing menus.
Missing menu commands
If you can’t find a menu command, it may be hidden. If you select a workspace other than Advanced, some menu
commands are hidden. It’s also possible that you or someone else used the Menus command to hide menu items.
If you can’t find a command you’re looking for, try any of these techniques:
• Choose Show All Menu Items at the bottom of the menu.
• Choose Window > Workspace > Show Full Menus.
88
• Choose Window > Workspace, and select a different workspace (Advanced shows all menu items).
• Choose Edit > Menus, locate the menu command, and make sure it isn’t hidden.
If menu commands are still missing, try restoring preferences.
Use keyboard shortcut sets
Tool tips provide an instantaneous reference for shortcuts. InDesign also provides a shortcut editor in which you can
view and generate a list of all shortcuts, and edit or create your own shortcuts. The shortcut editor includes all the
commands that accept shortcuts, but some of these commands are undefined in the Default shortcut set.
You can also associate keyboard shortcuts with paragraph or character styles (see Add paragraph and character styles)
or scripts.
Mike Witherell provides a reference guide of keyboard shortcuts on Free keyboard shortcuts (English only).
Change the active shortcut set
1 If you want the shortcut set to be active for all documents, make sure that no documents are open.
2 Choose Edit > Keyboard Shortcuts.
3 Select a shortcut set in the Set menu. For example, select Shortcuts for QuarkXPress® 4.0.
4 Click OK.
View shortcuts
1 Choose Edit > Keyboard Shortcuts.
2 For Set, select a shortcut set.
3 For Product Area, select the area containing the commands you want to view.
4 From Commands, select a command. The shortcut is displayed in the Current Shortcut section.
Last updated 2/2/2018
Workspace and workflow
Generate a list of shortcuts for printing
1 Choose Edit > Keyboard Shortcuts.
2 For Set, select a shortcut set.
3 Click Show Set.
A text file opens with all current and undefined shortcuts for that set.
Create a new shortcut set
1 Choose Edit > Keyboard Shortcuts.
2 Click New Set.
3 Type a name for the new set, select a shortcut set in the Based On Set menu, and click OK.
Create or redefine a shortcut
1 Choose Edit > Keyboard Shortcuts.
2 For Set, select a shortcut set or click New Set to create a new shortcut set.
Note: You cannot edit the Default or the QuarkXPress shortcut sets. Instead, create a new set based on one of these sets,
and then edit the new set.
89
3 For Product Area, select the area containing the command you want to define or redefine.
4 In the Commands list, select the command that you want to define or redefine.
5 In the New Shortcut box, press the keys for your new keyboard shortcut. If the key sequence is currently being used
for another command, InDesign displays that command under Current Shortcuts. You can choose to change the
original shortcut also, or try another shortcut.
Note: Do not assign single-key shortcuts to menu commands, because they interfere with the typing of text. If an
insertion point is active when you type a single-key shortcut, InDesign actives the keyboard shortcut instead of inserting
the character in the text.
6 In the Context list, select the context in which you want the keyboard shortcut to function. The context ensures that
the shortcut performs the way you intended. For example, you can assign Ctrl+G to merge table cells (Table context)
and Ctrl+G to insert special characters (Text context).
Note: Assign shortcuts in the Default context when you want them to function regardless of the current state of the
document. Shortcuts you assign in other contexts, such as Table or Text, override shortcuts assigned in the Default
context.
7 Do one of the following:
• Click Assign to create a new shortcut where none currently exists.
• Click Assign to add another shortcut to a command. Menu commands can have multiple keyboard shortcuts.
8 Click OK to close the dialog box, or click Save to keep the dialog box open while you enter more shortcuts.
Copying keyboard shortcut sets
Keyboard shortcut s ets (*.indk) are saved in two loc ations. The application preset shor tcuts appear in the Prese ts folder
in the main application folder. The shortcut sets you create appear in the Shortcut Sets folder in the following locations:
Windows XP Documents and Settings\[username]\Application Data\Adobe\InDesign\[version]\[language]InDesign
Mac OS Users/[username]/Library/Preferences/Adobe InDesign/[version]/[language]/InDesign Shortcut Sets
If you created a keyboard shortcut set on one computer and want to use it on a different computer, copy the *.indk file
to the same location on the other computer.
You can move a keyboard set from the custom location to the application folder. Doing so makes the custom shortcuts
available to all the users sharing a computer. However, make sure that you do not have two sets with the same name,
one in each place. Make sure that the application keyboard sets and the custom sets have different names.
Recovery and undo
Recover documents
InDesign guards your data against unexpected power or system failures using an automatic recovery feature.
Automatically recovered data exists in a temporary file that is separate from the original document file on disk. Under
normal circumstances you don’t need to think about automatically recovered data, because any document updates
stored in the automatic recovery file are automatically added to the original document file when you choose the Save
or Save As command or exit from InDesign normally. Automatically recovered data is important only if you’re unable
to save successfully before an unexpected power or system failure.
90
Even though these features exist, you should save your files often and create backup files in case of unexpected power
or system failures.
Find recovered documents
1 Restart your computer.
2 Start InDesign.
If automatically recovered data exists, InDesign automatically displays the recovered document. The word
[Recovered] appears after the filename in the title bar of the document window to indicate that the document
contains unsaved changes that were automatically recovered.
Note: If InDesign fails after attempting to open a document using automatically recovered changes, the automatically
recovered data may be corrupted.
3 Do one of the following:
• To save the recovered data, choose File >Save As, specify a location and a new filename, and click Save. The Save
As command keeps the recovered version that includes the automatically recovered data; the word [Recovered]
disappears from the title bar.
• To discard automatically recovered changes and use the most recent version of the document that was explicitly
saved to disk before the failure occurred, close the file without saving it and open the file on disk, or choose File
Revert.
2 Under Document Recovery Data, click Browse (Windows) or Choose (Mac OS).
Last updated 2/2/2018
Workspace and workflow
3 Specify the new location for the recovered document, click Select (Windows) or Choose (Mac OS), and then
OK.
click
Undo mistakes
If necessary, you can cancel a lengthy operation before it’s completed, undo recent changes, or revert to a previously
saved version. You can undo or redo up to several hundred of the most recent actions (the amount is limited by the
amount of RAM available and the kinds of actions you performed). The series of actions is discarded when you choose
the Save As command, close a document, or when you exit from the program.
?
Do one of the following:
• To undo the most recent change, choose Edit > Undo [action]. (You cannot undo certain actions, such as
scrolling.)
• To redo an action, choose Edit > Redo [action].
• To undo all changes made since the last time you saved the project, choose File > Revert (InDesign) or File >
Revert Content (InCopy).
• To close a dialog box without applying changes, click Cancel.
91
PageMaker menu commands
Browse through these tables to learn where Adobe PageMaker commands are found in Adobe InDesign CS6.
PageMaker File menu commands
PageMaker commandInDesign equivalentAdditional information
File > NewFile > New > Document
File > OpenFile > Open
File > Recent PublicationsFil e > Open Recent (Windows®)
File > CloseFile > Close
File > SaveFile > SaveThere is no preference in InDesign to Save
File > Save AsFile > Save AsSee note above.
File > RevertFil e > RevertInDesign does not revert to “mini-saved”
File > PlaceFil e > Place
Smaller or Save Faster. Use Save to perform a
fast save and Save Asto compact a document
to the smallest possible size.
versions of a document as PageMaker does;
instead, InDesign offers unlimited levels of
Undo.
File > AcquireNo equivalentScan images using the software that came
File > ExportFile > Export
File > Links ManagerWindow > Links
with your scanner, and then place the images
in InDesign.
Last updated 2/2/2018
Workspace and workflow
PageMaker commandInDesign equivalentAdditional information
File > Preferences > TrappingWindow > Output > Trap PresetsTo specify trapping preferences, create a new
File > Exit (Windows) or File > Quit (Mac OS)File > Exit (Windows) or InDesign > Quit
InDesign (Mac OS)
Equivalent settings can be found in
Composition, Units & Increments, Guides &
Pasteboard, and Display Performance
preferences.
InDesign without configuring a proxy.
enable layout adjustment at the same time.
Settings in InDesign match those in
PageMaker almost exactly. Ruler guides follow
their associated column or margin guides by
default. To change this, deselect Allow Ruler
Guides To Move.
Trap preset.
PageMaker Edit menu commands
PageMaker commandInDesign equivalentAdditional information
Edit > UndoEdit > UndoInDesign allows unlimited levels of Undo.
Edit > CutEdit > Cut
Edit > CopyEdit > Copy
Edit > PasteEdit > PasteInDesign does not support OLE; however, you
Edit > ClearEdit > Clear
Edit > Select AllEdit > Select All
Edit > Deselect AllEdit > Deselect All
Edit > Editions (Mac OS)No equivalentInDesign does not support Publish/Subscribe ;
Edit > Paste MultipleEdit > Step And Repeat
Edit > Paste SpecialEdit > Paste Without Formatting
Edit > Insert Object (Windows)File > Place
Edit > Edit StoryEdit > Edit In Story Editor
Edit > Edit Original Edit > Edit OriginalYou can also choose Edit Original in the Links
can set similar options in the Links panel.
however, you can set similar options in the
Links panel.
panel menu.
Last updated 2/2/2018
Workspace and workflow
PageMaker commandInDesign equivalentAdditional information
Edit > Vertical TextTy pe > Writing Direction > Horizontal or
Ruby Placement and Spacing, Tate-chu-yoko,
and Kenten (for emphasis marks) appear on
the Character panel menu. Choose Type >
Glyphs to display the Glyphs panel.
Vertical
You can use the Vertical Type tool in the
toolbox.
PageMaker Layout menu commands
PageMaker commandInDesign equivalentAdditional information
Layout > Go To PageLayout > Go To PageYou can also double-click a page icon in the
Layout > Sort PagesWindow > PagesClick and drag pages in the Pages panel to sort
Layout > Go BackLayout > Go Back
Layout > Go ForwardLayout > Go Forward
Layout > Column GuidesLayout > Margins And Columns
Layout > Copy Master GuidesNo equivalentInDesign master guides from any given
Pages panel to jump to that page.
them.
master are always copied to pages that use
that master.
Layout > Autoflow
Press Shift when a loaded text icon is
displayed.
You can flow text manually, automatically
(with autoflow), or semi-automatically.
PageMaker Type menu commands
PageMaker commandInDesign equivalentAdditional information
Type > FontType > Font
Type > SizeTyp e > Size
Type > LeadingTyp e > Character or Control panel in
Character mode (Window > Control)
Type > Type StyleTyp e > Character or Control panel in
Character mode (Window > Control)
Type > Expert KerningType > Character or Control panel in
Character mode (Window > Control)
Type > Horizontal ScaleControl panel in Character mode (Window >
Control)
Type > CharacterTyp e > Character
InDesign uses baseline leading by default, as
opposed to proportional leading, which is
PageMaker’s default.
InDesign displays the type styles available for
the selected font. You can also use Quick
Apply.
Expert kerning in PageMaker is similar to
optical kerning in InDesign.
Last updated 2/2/2018
Workspace and workflow
PageMaker commandInDesign equivalentAdditional information
Type > ParagraphType > Paragraph
Type > Indents/TabsTy pe > Tabs
94
Type > HyphenationType > ParagraphChoose Hyphenation from the Paragraph
Type > AlignmentTyp e > Paragraph or Control panel in
Paragraph mode (Window > Control)
Type > StyleTyp e > Paragraph Styles or Type > Character
Styles
Type > Define StylesTyp e > Paragraph Styles or Type > Character
Styles
panel menu.
InDesign supports both paragraph and
character styles.
Choose New Paragraph Style in the Paragraph
Styles panel to create a paragraph style.
Choose New Character Style in the Character
Styles panel to create a character style.
PageMaker Element menu commands
PageMaker commandInDesign equivalentAdditional information
Element > FillWindow > Color > Swatches or Window >
Color > Color
Element > StrokeWindow > StrokeChoose a stroke style in the Stroke panel or
Element > Fill And StrokeWindow > Color > Swatches, Window >
Stroke, and Window > Output > Attributes
Element > Frame > Attach ContentNo equivalentInDesign automatically creates a frame for
InDesign does not support patterned fills. The
Swatches panel in InDesign is equivalent to
the Colors palette in PageMaker.
define a custom stroke style.
Create tints using the Swatches panel. Specify
overprinting in the Attributes panel.
text files or graphics you import. To paste
content into an existing frame, select the
frame, and then place or paste the content
into it.
Element > Frame > Frame OptionsObject > Text Frame Options (text frames
Element > Frame > Change To FrameObject > Content > [content type]
Element > Frame > Next FrameView > Extras > Show Text Threads
Element > Frame > Previous FrameView > Extras > Show Text Threads
Element > Frame > Remove From ThreadsDouble-click the in port or out port to break a
Element > Frame > Delete ContentSelect content in the frame, and then press
Element > ArrangeObject > Arrange
Element > Align Objects (Windows) or
Element > Align (Mac OS)
Element > Text WrapWindow > Text Wrap
only) or Object > Fitting
thread.
Delete.
Window > Object & Layout > Align
Last updated 2/2/2018
For text frames, specify columns, vertical
alignment, and inset spacing in the Text
Frame Options dialog box. Set horizontal
alignment in the Paragraph panel (Type >
Paragraph). For graphics and text frames, use
subcommands on the Object > Fitting menu
to fit content to a frame (or vice versa).
Select text with the Type tool. Select graphics
with the Direct Selection tool.
Loading...
+ hidden pages
You need points to download manuals.
1 point = 1 manual.
You can buy points or you can get point for every manual you upload.