Macromedia InDesign - CC User Guide

Adobe® InDesign® CC

Help

June 2014

Legal notices

For legal notices, see http://help.adobe.com/en_US/legalnotices/index.html.

Last updated 6/14/2014

Chapter 1: What's New

New features summary

Chapter 2: Workspace and workflow

Create new documents Sync Settings using Adobe Creative Cloud Saving documents Understanding a basic managed-file workflow Workspace basics Default keyboard shortcuts Working with files and templates Customize menus and keyboard shortcuts Recovery and undo Converting QuarkXPress and PageMaker documents Toolbox Sharing content PageMaker menu commands Assignment packages Adjusting your workflow Working with managed files Viewing the workspace Creating and saving your own workspace Working with Tools Setting preferences Toolbox

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Chapter 3: Layout and design

Generate QR codes Footnotes Creating type on a path Linked content Add basic page numbering About pages and spreads Liquid Layouts and Alternate Layouts | CC, CS6 Aligning and distributing objects Create new documents (Chinese, Japanese, and Korean only) Creating text and text frames Creating book files Creating an index Creating a table of contents Creating documents Clipping paths Linking Content

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INDESIGN

Content s

Reviewing the Forms tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Testing a form in Acrobat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Working with Frames Creating cross-references (video 5:45) Formatting grids Frame grid properties Generating image captions with metadata (PDF, 148 KB) Grid Mode and Live Distribute (video 2:48)

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Grids Grouping, locking, and duplicating objects Importing files from other applications Layers

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Laying out frames and pages Layout grids

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Live captions (video 3:04) Making shiny graphics (PDF, 203 KB) Managing documents with multiple page sizes (PDF, 136 KB) Managing graphics links Managing pages and spreads Master pages Mini Bridge: Getting access to your assets (PDF, 180 KB) Mixing page sizes with the new Page tool (video 8:03) Numbering pages, chapters, and sections Paragraphs that span and split columns (video 2:01) Placing graphics Reusing graphics and text Rotating Spread view (video 3:31) Ruler guides

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Rulers and measurement units Spanning and Splitting columns (video 6:15) Tex t var iables Transforming objects Understanding graphics formats Working with files and templates Working with frames and objects

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Chapter 4: Text

Threading text Wrapping text around objects

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Arabic and Hebrew features | CC, CS6 Anchored objects Find/Change Bullets and numbering Formatting CJK characters Articles (CS5.5)

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Spell-checking and language dictionaries

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INDESIGN

Content s

Text Frame fitting options | CC, CS6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Adding text to frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Editing text Captions Tracking and reviewing changes Tex t var iables Adding editorial notes in InDesign Glyphs and special characters Linked stories (CS5.5) Creating bullets and number Creating conditional text (vid Creating footnotes (video 2:44) Linking text stories (PDF, 217 KB) Track text changes (video 2:01) Working with markers

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ing (video 12:16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

eo 6:48) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

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Chapter 5: Styles

Paragraph and character styles Object styles

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Drop caps and nested styles Working with styles

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Applying GREP styles (video 4:46)

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Chapter 6: Typography

Using fonts Formatting text Text composition Formatting characters Aligning text Formatting paragraphs Leading Tabs and indents Kerning and tracking

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Document installed fonts (video 2:29)

Chapter 7: Tables

Tab le and cell styles Creating tables Formatting tables Selecting and editing tables Table strokes and fills

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Chapter 8: Interactivity

Hyperlinks Forms | CC, CS6 Buttons Cross-references

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Interactive web documents for Flash

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Animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

Dynamic PDF documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

Structuring PDFs Page transitions Movies and sounds Bookmarks Creating and editing motion presets (video 5:23) Creating documents with Interactive features (video 8:06) Creating interactive documents in a snap (PDF, 201 KB) Creating multistate objects (PDF, 203 KB) Creating rich interactive documents (PDF, 6.7 MB) Exploring new FLA export options (video 6:26)

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Chapter 9: Drawing and painting

Drawing with the Pen tool Drawing with lines and shapes Editing paths

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Understanding paths and shapes Drawing with the Pencil tool Compound paths and shapes Change corner appearance Applying line (stroke) settings

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Chapter 10: Color

Applying color

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Tints Mixing inks Gradients Working with swatches Using colors from imported graphics Understanding spot and processcolors

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Chapter 11: Transparency

Adding transparency effects Flattening transparent artwork Blending colors

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Chapter 12: Exporting and publishing

Export content for EPUB Export content to HTML Exporting to Adobe PDF Export to JPEG format Export content for EPUB | CS6 Export content for EPUB | CS5.5 Export content to HTML | CS6 & CS5.5 Exporting XML

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Adobe PDF options Build digital magazines with InDesign CS5.5 and A

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dobe Digital Publishing Suite (video 09:06) . . . . . . . . . . . . . . . . . . . . . . . . . 542

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INDESIGN

Content s

Adding audio and video content to EPUB (video 02:46) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542

Controlling order of content export from InDesign to EPUB without changing your layout (video 04:54) . . . . . . . . . . . . . . . . 542

Creating covers and title pages for EPUB (video 05:50) Exporting documents to EPUB (PDF, 265 KB) Exporting to EPUB for the Apple iBook

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542

store (PDF, 2.5 MB) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543

Setting object export options (PDF, 160 KB), CS5.5 and later Styles mapped to tags in InDesign for im

proved EPUB export (video 05:13) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543

Using Object Export options to customize how objects and images ex

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543

port to EPUB ( video 05:18) . . . . . . . . . . . . . . . . . . . . . . 543

Chapter 13: Printing

Preflighting files before handoff Preparing PDFs for service providers Preparing to print separations Printer’s marks and bleeds Printing booklets Printing documents

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 560

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565

Creating PostScript and EPS files Trap presets

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 580

Trapping documents and books Printing thumbnails and oversized Printing graphics and fonts Overprinting

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593

Adjusting ink options for trapping Inks, separations, and screen frequency Printing booklets using your desktop printer Adobe Creative Suite 5/5.5 Printing Guide (PDF, 21 MB)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 585

documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 589

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604

vii

Chapter 14: Digital publications

Digital Publishing Suite overview Applying guide-based Liquid Layout rules Applying object-based Liquid Layout rules Understanding Liquid Layout rules Using basic Liquid Layout rules: Scale, R Working with Alternate Layouts Folio Producer Tools (video 1:04)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605

ecenter, and Based on Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606

Chapter 15: Automation

Scripting Plug-ins Data merge

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

Chapter 16: Accessibility

Creating accessible PDF documents (PDF, 2.6 MB)

Chapter 17: System requirements

System requirements for Indesign

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 620

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619

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Chapter 1: What's New

New features summary

Adobe InDesign CC 2014 ships with several new features and enhancements that enrich your publishing experience. New features such as creating color groups, enhancements to EPUB, Behance integration, and footnotes enhancements make your publishing experience exciting and more effective.

Seamless update

Shortcuts and preferences are retained when you update to the latest version of InDesign, ensuring that you can easily and quickly get to work with the latest version.

• The InDesign preferences and presets from an earlier version are retained. You can also manually trigger local

gration of presets and preferences from Edit > Migrate Previous Local Settings.

• Previous version settings are migrated from Creative Cloud in the following scenarios:

• No local settings are available for migration

• No current version (10.0) settings are available on Creative Cloud

This ensures that you don’t have to change your settings every time y migrated, make sure that sync settings is initiated for the current version so that all the latest settings are now stored in the cloud.

ou update InDesign CC. Once settings are

In application - What's New dialog

On the first installation of InDesign CC 2014, a What's new dialog greets you with content that provides information about the new features in this release. Click a link to learn more about the feature.

EPUB enhancements

In this release, InDesign provides support for Fixed Layout EPUBs. You also get control over adding epub:type markups. The enhancements made in this release also provide improved CSS support for table and cell styles. You can update metadata in the fixed layout and reflowable layouts, in addition to, viewing the exported outputs in Viewing Apps tabs.

Fixed Layout: InDesi children's eBooks and for complex non-fiction like cookbooks and textbooks. Unlike standard eBooks, fixed layout eBooks retain the same page layout and design, as their print book counterparts. You can export your InDesign document to a fixed layout EPUB format. You can control the way the layout would appear on a digital reader using this feature. Select File > Export > EPUB (Fixed Layout) from Save as type, to explore this format.

gn now supports this format that is interesting and interactive. This format is used widely for

Last updated 6/14/2014

What's New

EPUB Fixed Layout

Customizable object width and height in CSS: You can now customize the height and width of an object in a CSS file in the Object Export Options dialog box (reflowable layout only).

New EPUB type markup: A n

ew EPUB type helps improve the accessibility of components in EPUB export design. This new epub:type (Object Export Options > EPUB and HTML) helps you define the elements in a publication and design the intended reading order for the reader of the EPUB file.

Writing improved CSS for table and cells styles: T

nd cell styles now get mapped appropriately to the CSS. If a

able a

table is not used, InDesign creates no unnecessary CSS files.

Metadata:

h Reflowable/Fixed Layout tabs.

bot

Viewing Apps (Export): A V

You can update the file info or metadata of your InDesign file and the same EPUB data gets populated in

iewing Apps tab has been introduced in both Reflowable and Fixed Layout EPUB export

options. Viewing Apps displays the applications that you can configure to open or view the EPUB files.

A. Add EPUB viewers in Viewing Apps tab

Many significant improvements and enhancements have been made to the EPUB capability of InDesign. (To see the list of all changes, refer to InDesign_EPUB_Changes_CC_9.2_to_10.0 pdf .)

B. Select the viewer for EPUB output

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What's New

Improvements to tables

As part o f en han cemen ts to t abl es i n InDesig n, y ou now get the abili ty t o simply dra g-and -dr op t able r ows and c olu mns from one position to another within the same table. Select the rows you want to copy or duplicate, hover over the selected rows, a unique cursor indicating that the selection can be moved is displayed. The item row can be simply dragged and dropped (or copied with an 'Alt' key pressed).

You can also copy the contents from header and footer rows t rows can also be duplicated and converted to header and footer rows.

For more information, see Creating tables.

Simplified working in tables

o b

ody rows (by pressing Alt/Opt key). Likewise, body

Color groups

You can now create and manage color groups in InDesign. Simply create Color Groups from the Swatches panel through the new Color Group icon or from the flyout and context menu. You can also share the color groups with another application using Adobe Swatch Exchange (.ase) files. For example, load color swatches from another project in Illustrator.

Create and manage color swatches with color groups

For details, see Apply color.

Last updated 6/14/2014

What's New

Enhanced search - Find Previous

In previous InDesign versions, users could only search in forward direction. It meant that if you skipped over an item too fast and wanted to go back, the only way was to complete the find operation and start over again. This workflow has been improved now.

The Find/Change dialog in InDesign now has two search direction buttons - Forward and Backward. As search forward is ena search strings in Text, GREP, and Glyph tabs.

y default, you can switch to Backward to reverse the flow of the search. The new functionality helps you

bled b

Enhanced Search

For more information, see Find/Change overview.

Behance integration

Showcase and discover creative work on Behance. As a member, you can create a portfolio of your work and broadcast it widely and efficiently. Or, explore the latest creative work on a global scale by browsing featured or popular work across fields.

You can upload spreads as work-in-progress to Behance directly from within InDesign. Spreads are converted to images a

shared on Behance for review and feedback.

At a time, you can upload only one spread from InDesign. To share a complete document, you can share as many times as t

umber of spreads in the document. Each spread goes as a separate upload and posting on Behance.

he n

For more information, see Share your InDesign work on Behance .

Share on Behance

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What's New

Improved packaging

From this release, you get the ability to include a PDF and IDML file in any package created from InDesign for individual documents. An InDesign package now includes INDD, linked files, fonts, IDML, and a PDF (Print).

Enhanced data merge for QR code

Now, you can place a data source containing a QR code in a merged document. The QR code workflow is integrated with the merged document. The following types of QR code can be linked via data merge in InDesign documents:

• Plain Text

• We b Hyp e r l in k

• Te x t Mess a g e

• Email

• Business Card

Today, if you’re creating business cards for multiple people (in an organization, for example), you can use data merge. If

you want to add a QR code, you would have to manually create a QR code for every unique business card. With this ne w update to data me rge, you d on't have to create a QR co de manuall y for each card; th e QR code can be automat ically created during the data merge.

For more information, see Generate QR codes

Footnote enhancements

You can now apply textwrap to an anchored or floating object that is part of a footnote. This enhancement works on both rectangular and non-rectangular text frames.

If a floating object (not anchored or inline) on which textwrap is applied interacts with footnote text, text wrap takes effe

ct.

For more information, see

HiDPI support for Windows

InDesign now supports HiDPI for Microsoft Windows across a wide variety of DPI display settings. You can view sharp and clear User Interface elements, visually appealing under various scaling factors. HiDPI support enables the display of text and complex artwork in greater clarity, and in colors and hues that are more vibrant.

Scalable effects

Earlier, transparency effects applied on an object in InDesign did not scale with the object. Now, all effects get applied. Effects such as drop shadows properly scale as you change the scale of an object or text. With the new Scalable Effects feature, an option to scale the transparency effects while scaling an object has been added in the Control panel and Transform panel flyout menus. You can activate scaling using this option.

For more information, see Scalability of an effect.

Last updated 6/14/2014

What's New

Modernization - Changes to panels

Tool Hints panel

As part of modernization, the Tool Hints panel has been converted from Flash technology to HTML5. This panel (Windows >Utilities >Tool Hints) displays information about tool name, toolhint, and tool icon of the selected tool. It was earlier APE (Flash) based extension, the panel is now a CEP HTML5 based extension.

Background Tasks panel

The Background Tasks panel (Window > Utilities > Background Tasks) is used to monitor the progress of ongoing background tasks. It also allows the user to cancel an ongoing background task. This panel was earlier APE (Flash) based and has now been converted to run on the drover User Interface technology.

Last updated 6/14/2014

Chapter 2: Workspace and workflow

Create new documents

Page design begins with the basics: starting a new document, setting up pages, and positioning margins and columns or changing grid settings.

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 ble

ed 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 Lay out > 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.

CS6 and later: 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.

tal publishing intent has been added for publications aimed for the Digital Publishing Suite. You can

Digi

After you’ve created a document, you can use the Pages panel to create spreads with more than two pages or force the f

wo pages to open as a spread. (See Control spread pagination .)

irst t

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Workspace and workflow

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 Using 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.

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,

ndscape icon is selected. Clicking the deselected icon switches the Height and Width values.

the la

Ti p:

To specify the dimensions of the bleed and slug areas, click the Arrow button before the Bleed and Slug label in the

Document dialog box. To make the bleed or slug areas extend evenly on all sides, click the Make All Settings The

New 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.

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 > Screen Mode > Normal.) The pasteboard is replaced with a gray background when the document is viewed using one of the Preview modes. (See Preview documents.) You can change the color of this preview background and guides in Guides & Pasteboard preferences.

Last updated 6/14/2014

Workspace and workflow

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

e lines)

(blu

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 InDe

sign 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 options for 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 docume nt pres et files, use the Save and Load buttons in the Document Presets dialog box.

Create a document using a preset

1 Do one of the following:.

• Choose File > Document Preset > [name of preset]. (Hold down Shift while choosing the preset to create a new

document based on the preset without opening the New Document dialog box.)

Last updated 6/14/2014

Workspace and workflow

• 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.

Sync Settings using Adobe Creative Cloud

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.

The new Sync Settings feature enables individual users to sync their settings using Creative Cloud. If you use two comp

uters, 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: A

t 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

wnloaded and applied on the other computer.

are do

All sync operations are initiated by users. They cannot be scheduled or performed automatically (such as at launch or du

ng 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.

Last updated 6/14/2014

Workspace and workflow

• 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.

Using 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

window, and then click Sync

• ClickEdit (Mac:InDesign) > {AdobeID logged in} > Sync Settings Now.

Settings Now.

Sync settings on successive launches

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.

The settings are downloaded to your local computers and are updated in the application. If you change glyph sets, keyb

oard 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 ( ) in the status bar and then click Sync Settings Now.

Managing sync

What gets synced

• Wo r k sp a c es

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Workspace and workflow

• Menu sets

• PDF presets

• Keyboard shortcuts

• Glyphs sets

Choose what you want to sync

Navigate to the Preferences > Sync Settings tab:

• Click Edit (Mac: InDesign) > {AdobeID logged in} > Manage Sync Settings. or

• ClickEdit (Mac: InDesign) > Preferences > Sync Settings.

Select the checkboxes for the settings that you want to sync. You can also choose what to do in case of conflict.

Note: T

o sync your settings successfully, you must change the settings only from within the application. The sync settings

ature 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.

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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.

• 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.

Saving documents

Save documents

Saving a document saves the current layout, references to source files, which page is currently displayed, and the zoom level. Protect your work by saving often. You can save a file as any of the following:

• A regular document.

• A copy of the document, which creates a duplicate of the document under a different name, leaving the original

document active.

• A template, which normally opens as an untitled document. A template can contain settings, text, and graphics that

you preset as a starting point for other documents.

Saving a document also updates the metadata (or file informa metadata includes a thumbnail preview, fonts used in the document, color swatches, and all metadata in the File Info dialog box, all of which enable efficient searching. For example, you might want to search for all documents that use a particular color.

n) that is part of the InDesign document. This

tio

You can view this metadata in Bridge and in the Advanced area of the File Info dialog box. You can control whether to

update the preview when you save by using a preference setting. The other metadata (fonts, colors, and links) are

updated whenever you save a document.

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The Save, Save As, and Save a Copy commands store documents in the InDesign file format. For information about storing documents in other file formats, see the Index.

If you’re saving a document in order to bring it to a prepress service provider for final output, InDesign can a

omatically collect all necessary files, such as linked graphics and fonts, in one folder. (See Package files.)

Note: The information entered in the File > File Info dialog box g EPUB in the following formats:

ets updated in the Metadata tab when you export an

• Fixed Layout EPUB

• Reflowable EPUB

❖ Do one of the following:

• To save a document under a new name, choose File > Save As, specify a location and filename, and click Save.

The newly named file becomes the active document. Using the Save As command might reduce the file size.

• To save an existing document under the same name, choose File > Save.

• To save all open documents to their existing locations and filenames, press Ctrl+Alt+Shift+S (Windows) or

Command+Option+Shift+S (Mac OS).

• To save a copy of a document under a new name, choose File > Save a Copy, specify a location and filename, and

click Save. The saved copy does not become the active document.

Note: To avoid problems, avoid reserved characters that have special meanings in some operating systems. For example,

oid filenames with spaces, tabs, or initial periods, or filenames that use these characters: / \ : ; * ? < > , $ %. Similarly,

av avoid using characters with accents (such as ü, ñ, or é), even when using a non-English version of InDesign. Problems may occur if the file is opened in a different platform.

If you have frequently work with several documents open at the same time and want to save them all at once, use a keyboard shortcut. Choose Edit > Keyboard Shortcuts, choose Views, Navigation from the Product Area menu, and

ct Save All in the Commands list. You can then edit or add a shortcut. You can use Quick Apply to specify the Save All

ele

command.

Include previews in saved documents

Thumbnail previews of documents and templates provide easy identification of those files in Adobe Bridge and Adobe Mini Bridge. A preview is created when you save a document or template. A document preview includes a JPEG image of only the first spread; a template preview includes a JPEG image of each page in the template. You can control the size of the preview and the number of pages to suit your needs. For example, Extra Large 1024x1024 enables you to quickly scan the contents of a page at high-resolution before you open the file.

You can enable the option in Preferences or in the Save As dialog box. Because previews increase both file size and the tim

t takes to save the document, you may prefer to enable the option on demand using the Save Asdialog box.

e i

1 Do one of the following:

• To include a preview every time you save a document, choose Edit > Preferences > File Handling (Windows) or

InDesign > Preferences > File Handling (Mac OS).

• To include a preview for a specific document, choose File >Save As.

• To include a preview for a specific document, choose File > Save Content As.

2 Select Always Save Preview Images With Documents.

3 If you are setting the preview using the Preferences dialog box, choose the number of preview pages from the Pages

menu, and choose an option from the Preview Size menu.

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Note: Selecting the preview option in the Save As dialog box also selects the option in the Preferences dialog box, and uses the default Pages and Preview Size settings.

Save an InDesign Markup (IDML) document

In some cases you may want to save an InDesign in interchange markup format. It’s especially useful to save in this format when you open a QuarkXPress or PageMaker publication in InDesign, when you open a document created in a previous version of InDesign, or when you’re experiencing problems with your document, such as not being able to delete color swatches.

1 Choose File > Save (CS6) or File > Export (CS5).

2 From the Save As Type (Windows) or Format (Mac OS) menu, choose InDesign Markup (IDML).

3 Click Save.

You can open the saved IDML file in InDesign CS5 and InDesign CS4 but not in any previous version of InDesign.

For information on using IDML for development purposes, see

www.adobe.com/go/learn_id_indesignmarkup_cs4_en.

Save backwards to the previous InDesign version

To open an InDesign CS6 document in InDesign CS5, in InDesign CS6, Save (File > Save) the document to the InDesign Markup Language (IDML). (The IDML format replaces the Interchange INX format used for saving backwards in previous versions.)

To open an InDesign CS5 document in InDesign CS4, in I InDesign Markup Language (IDML). (The IDML format replaces the Interchange INX format used for saving backwards in previous versions.)

Ensure that the computer running the previous version of InDesign is updated with the appropriate plug-ins so that it c

pen the exported IDML file. The person running the previous version of InDesign can obtain the compatibility

an o plug-i ns by ch oosing Help > Updates and foll owing the prompt s. Plug-ins c an also b e installed from the Adobe web site : Vi si t Product updates page on the Adobe website, and choose InDesign from the product list.

Opening a document in a previous version of InDesign is also referred to as “saving down.”

Note: C

ontent created using features specific to the later version

the document in a previous version of InDesign.

1 Choose File > Save (CS6) or File > Export (CS5).

2 From the File Type (Windows) or Format (Mac OS) menu, choose InDesign Markup (IDML).

3 Click Save.

You can open the .idml file in previous version of InDesign t

Note: To open the InDesign CS5 document in InDesign CS3, open the exported IDML file in InDesign CS4, save it and expor

t it to InDesign CS3 Interchange (INX), and then open the exported INX file in InDesign CS3. Make sure that all

InDesign versions are up to date.

nDesign CS5, exp

of InDesign may be modified or omitted when you open

o convert it to an untitled InDesign document.

ort (File > Export) the document to the

Work with metadata

Metadata is a set of standardized information about a file, such as author name, resolution, color space, copyright, and keywords applied to it. You can use metadata to streamline your workflow and organize your files.

About the XMP standard

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Workspace and workflow

Metadata information is stored using the Extensible Metadata Platform (XMP) standard, on which Adobe Bridge , Adobe Illustrator, Adobe InDesign, and Adobe Photoshop are built. XMP is built on XML, and in most cases the metadata is stored in the file. If it isn’t possible to store the information in the file, metadata is stored in a separate file called a sidecar file. XMP facilitates the exchange of metadata between Adobe applications and across publishing workflows. For example, you can save metadata from one file as a template, and then import the metadata into other files.

Metadata that is stored in other formats, such as Exif, IPTC (IIM), GPS, and TIFF, is synchronized and described with XMP

o that it can be more easily viewed and managed. Other applications and features also use XMP to communicate

and store information such as version comments, which you can search using Adobe Bridge.

In most cases the metadata remains with the file even when the file format changes, for example, from PSD to JPG. M

ta is also retained when files are placed in an Adobe document or project.

etada

You can use the XMP Software Development Kit to customize the creation, processing, and interchange of metadata. For example, you can use the XMP SDK to add fields to the File Infodialog box. For more information on XMP and the

XMP SD

isit the Adobe website.

K, v

Working with metadata in Adobe Bridge and Adobe Creative Suite components

Many of the power ful Adobe Bri dge featu res th at a llow y ou to o rgani ze, sea rch, a nd kee p tr ack of y our fi les and versi ons de

d on XMP metadata in your files. Adobe Bridge provides two ways of working with metadata: through the

pen

Metadata panel and through the File Infodialog box (InDesign) or the Content File Info dialog box (InCopy).

In some cases, multiple views exist for the same metadata property. For example, a property may be labeled Author in o

iew and Creator in another, but both refer to the same underlying property. Even if you customize these views for

ne v specific workflows, they remain standardized through XMP.

Add metadata using the File Info dialog box

The File Info dialog box displays camera data, file properties, an edit history, copyright, and author information of the current document. The File Info dialog box also displays custom metadata panels. You can add metadata directly in the File Information dialog box. Any information you enter in a field overrides existing metadata and applies the new value to all selected files.

1 Choose File > File Info (InDesign) or File > Content File Info (InCopy).

2 Select any of the following from the tabs at the top of the dialog box:

Use the Right and Left arrows to scroll the tabs, or click the down-pointing arrow and choose a category from the list.

Description Lets you enter document information about the file, such as document title, author, description, and

keywords that can be used to search for the document. To specify copyright information, select Copyrighted from the Copyright Status pop-up menu. Then enter the copyright owner, notice text, and the URL of the person or company holding the copyright.

IPTC Includes four areas: IPTC Content describes the visual content of the image. IPTC Contact lists the contact

information for the photographer. IPTC Image lists descriptive information for the image. IPTC Status lists workflow and copyright information.

Camera Data Inclu des two areas : Ca mera D ata 1 di spl ays re ad- only i nform ati on abo ut the cam era and se tti ngs use d

to take the photo, such as make, model, shutter speed, and f-stop. Camera Data 2 lists read-only file information about the photo, including pixel dimensions and resolution

Video Data Lists information about the video file, including video frame width and height, and lets you enter

information such as tape name and scene name.

Audio Data Lets you enter information about the audio file, including the title, artist, bit rate, and loop settings.

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Mobile SWF Lists information about mobile media files, including title, author, description, and content type.

Categories Lets you enter information based on Associated Presscategories.

Origin Lets you enter file information that is useful for news outlets, including when and where the file was created,

transmission information, special instructions, and headline information.

DICOM Lists patient, study, series, and equipment information for DICOM images.

History Displays Adobe Photoshop history log information for images saved with Photoshop. The History tab

appears only if Adobe Photoshop is installed.

Illustrator Lets you apply a document profile for print, web, or mobile output.

Advanced Displays fields and structures for storing metadata by using namespaces and properties, such as file

format and XMP, Exif, and PDF properties.

Raw Data Displays XMP text information about the file.

3 Type the information to add in any displayed field.

4 Click OK to apply the changes.

Export metadata as an XMP file

You c an sa ve m etad ata in an XMP f il e to sha re w ith o ther user s. Th ese X MP fi le s ca n be u sed a s tem pla tes for popu lat ing InDesign documents and other documents created with XMP-enabled applications. Templates you export are stored in a shared location that all XMP-enabled applications can access. They also appear in the pop-up menu at the bottom of the File Infodialog box.

1 Choose File >File Info (InDesign) or File > Content File Info (InCopy).

2 Choose Export from the pop-up menu at the bottom of the dialog box.

3 Type a filename, choose a location for the file, and click Save.

To view metadata templates in Explorer (Windows) or the Finder (Mac OS), click the pop-up menu at the bottom of the File Info dialog box and choose Show Templates Folder.

Import metadata from an XMP file

When you import metadata into a document from an exported XMP template file, you can specify whether to clear all metadata in the current document and add the new metadata, keep all but the matching metadata, or add matching metadata to the existing metadata.

❖ Choose File >File Info (InDesign) or File > Content File Info (InCopy).

• Choose an XMP file from the pop-up menu at the bottom of the dialog box, select an import option, and click

OK.

• Choose Import from the pop-up menu at the bottom of the dialog box, select an import option, and click OK.

Then double-click the XMP template file you want to import.

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Workspace and workflow

Edit metadata in image files

When you generate captions of placed images in InDesign, the metadata from the placed image is used. Although you can edit the metadata of InDesign documents, you cannot edit the metadata of placed files in InDesign. Instead, change the metadata of placed images using their original applications, using Finder or Explorer, or using Adobe Bridge or Adobe Mini Bridge.

1 In InDesign, right-click (Windows) or Control-click (Mac OS) the image, and then choose Edit Original.

You can also choose Edit With and then choose an application such as Adobe Illustrator or Adobe Photoshop.

2 In the original application, choose File > File Info.

3 Edit the metadata, and then click OK.

You can also select an image in Adobe Bridge and choose File > File Info to edit the image metadata. See Add metadata

using the File Info dialog box .

Understanding a basic managed-file workflow

For detailed information and instructions, click the links below.

Sharing 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 t

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 t

he s

ame 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.

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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 co

ent for sharing. This method lets the InDesign user

nt 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.

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.

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Open assignment packages

The a ssignment pa ckages workf low is espe cially usef ul whe n designe

rs 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 a

signment file. Exporting separate files is useful if you work on unrelated graphics or bodies of text. However,

n as

InCopy users aren’t able to see how the content fits within the InDesign layout.

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 InC

opy. 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

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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.

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 re 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:

-only to all users in the workflow at all times, except to the person who

• 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).

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.

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• 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 individua l InCopy sto r y. That way, you can s ee the c opyfit and

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 > Extras > Show Frame Edges) so that you can see the frame icons when they appear.

• 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. L

ut geometries include page dimensions as well as text and graphics frames. InCopy uses these items to show proper

ayo

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 InC

opy 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.

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 lo

erver, the changes are saved on the file system and anyone working on that document (the InDesign layout or

cal s 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; t

y 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. I

user is modifying the layout in InDesign simultaneously, you can update and view the layout geometry as you work.

f a

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, I

esign users can check out the files to finalize the layout as necessary.

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Workspace and workflow

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 InC

opy 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 t

ile are saved only locally. Other users are not notified when you make changes.

he f

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

k out the document. If you need to update the layout or assignments, you can send an updated package to the

chec

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 c

k out the content, view the latest revisions, and work on the file.

hec

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, s

ies in assignment packages are checked in. InDesign users can check out the files to finalize the layout as necessary.

tor

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. Other

wise, 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.

User identification is application-specific; no single user can have multiple user identifications per application.

Note: T

he InCopy Notes and Track Changes features also use the specified name to identify the author of a note or a tracked

ge.

chan

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 workfl

ow action.

Note: The Color pop-up menu in this dialog box is for identifying editorial notes and tracked changes. You can choose the co

lor now if you want, but it doesn’t affect anything you do in a managed workflow.

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+ 597 hidden pages

Macromedia InDesign - CC User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Legal notices

Contents

Chapter 1: What's New

New features summary

Seamless update

In application - What's New dialog

EPUB enhancements

Improvements to tables

Color groups

Enhanced search - Find Previous

Behance integration

Improved packaging

Enhanced data merge for QR code

Footnote enhancements

HiDPI support for Windows

Scalable effects

Modernization - Changes to panels

Tool Hints panel

Background Tasks panel

Chapter 2: Workspace and workflow

Create new documents

Create a new document

New Document options

Document window overview

Create custom page sizes

Define document presets

Create a document using a preset

Sync Settings using Adobe Creative Cloud

Introduction

Sync settings at first launch

Using the sync settings feature

Sync settings on successive launches

Managing sync

What gets synced

Choose what you want to sync

Choose an option in case of conflict

What’s not supported

Saving documents

Save documents

Include previews in saved documents

Save an InDesign Markup (IDML) document

Save backwards to the previous InDesign version

Work with metadata

Add metadata using the File Info dialog box

Export metadata as an XMP file

Import metadata from an XMP file

Edit metadata in image files

Understanding a basic managed-file workflow

Sharing content

Ways to work with content in InCopy

Managed files

Best practices for working with managed files

Managed-file workflow examples

Local server workflow

E-mail package workflow

Enter user identification