Adobe® InDesign® CC Help
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iii Contents Chapter 1: What's New New features summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Chapter 2: Workspace and workflow Create new documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv INDESIGN Contents Creating documents Clipping paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175 Linking Content . . . . . . . . . . . . . . .
v INDESIGN Contents Articles (CS5.5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241 Spell-checking and language dictionaries Text Frame fitting options | CC, CS6 Adding text to frames Editing text Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
vi INDESIGN Contents Interactive web documents for Flash Animation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407 Dynamic PDF documents . . . . . . . . . . . . . . . . . .
vii INDESIGN Contents Build digital magazines with InDesign CS5.5 and Adobe Digital Publishing Suite (video 09:06) Adding audio and video content to EPUB (video 02:46) . . . . . . . . . . . . . . . . . . . . . . . . . 546 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 Chapter 1: What's New New features summary Adobe InDesign CC includes new features and enhancements to make your design and desktop publishing experiences better than ever. New features include improved Adobe Color integration, the Color theme tool, new interactivity for fixed layout EPUB, and EPUB interactivity preview. Continue reading for a quick introduction to the new features available with the latest update to Adobe InDesign as well as links to resources for additional information.
2 What's New Richer interactivity features for fixed layout EPUB are available in this release: • Add more interactivity to your fixed layout EPUB, including slideshows, animations, trigger buttons, and more • Interactivity created directly in InDesign EPUB Interactivity Preview New in the October release of Adobe InDesign CC 2014 You can now preview the EPUB fixed layout output before exporting to an EPUB file. This feature is accessible from Windows > Interactive > EPUB Interactivity Preview.
3 What's New 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, configuring the exported outputs in the Viewing Apps tab. Fixed Layout: InDesign now supports this format that is interesting and interactive.
4 What's New 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 .) More Help topics Export content to HTML Improvements to tables As part of enhancements to tables in InDesign, you now get the ability to simply drag-and-drop table rows and columns from one position to another within the same table.
5 What's New For details, see Apply color. 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.
6 What's New For more information, see Share your InDesign work on Behance . 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). For more information, see Package files . Enhanced data merge for QR code Now, you can place a data source containing a QR code in a merged document.
7 What's New 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.
8 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.
9 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.
10 Workspace and workflow 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) 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.
11 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.
12 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 ( window, and then click Sync Settings Now.
13 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.
14 Workspace and workflow 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.
15 Workspace and workflow 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.
16 Workspace and workflow 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.
17 Workspace and workflow Gallery of selection tools Selection tool lets you select entire Direct Selection tool lets you select Page tool lets you create multiple objects. points on a path or contents within page sizes within a document. a frame. Last updated 10/4/2014 Gap tool lets you adjust the space between objects.
18 Workspace and workflow Gallery of drawing and type tools Last updated 10/4/2014
19 Workspace and workflow Last updated 10/4/2014
20 Workspace and workflow Pen tool lets you draw straight and curved paths. Add Anchor Point tool lets you add anchor points to a path. Delete Anchor Point tool lets you Convert Direction Point tool lets remove anchor points from a path. you convert corner points and smooth points.
21 Workspace and workflow Type tool lets you create text frames Type on a Path tool lets you create and select and edit type on paths. text. Pencil tool lets you draw a freeform Smooth tool lets you remove excess path. angles from a path. Vertical Type tools lets you create vertical text frames and select text. Erase tool lets you delete points on a path. Line tool lets you draw a line segment. Rectangle Frame tool lets you create a square or rectangle placeholder.
22 Workspace and workflow Polygon Frame tool lets you create a multi-sided shape placeholder. Rectangle tool lets you create a square or rectangle. Ellipse tool lets you create a circle or Polygon tool lets you create multioval. sided shape. Gallery of transformation tools Free Transform tool lets you rotate, scale, or shear an object. Rotate tool lets you rotate objects around a fixed point. Scale tool lets you resize objects around a fixed point.
23 Workspace and workflow 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. Scissors tool cuts paths at specified Hand tool moves the page view points. within the document window. Gradient Swatch tool lets you adjust the beginning and ending points and angle of gradients within objects.
24 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.
25 Workspace and workflow 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 Editing And Text Up To Date status G Unassigned content H User name I Update Content button J Check Out/Check In Selection button K New Assignment button L Delete Selected Assignments/Remove button 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 Tex
26 Workspace and workflow • 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. 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.
27 Workspace and workflow 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.
28 Workspace and workflow 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.
29 Workspace and workflow 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).
30 Workspace and workflow • 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.
31 Workspace and workflow 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 InDesign CS5, export (File > Export) the document to the InDesign Markup Language (IDML).
32 Workspace and workflow Many of the powerful Adobe Bridge features that allow you to organize, search, and keep track of your files and versions depend on XMP metadata in your files. Adobe Bridge provides two ways of working with metadata: through the 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.
33 Workspace and workflow Export metadata as an XMP file You can save metadata in an XMP file to share with other users. These XMP files can be used as templates for populating 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).
34 Workspace and workflow 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.
35 Workspace and workflow 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.
36 Workspace and workflow 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.
37 Workspace and workflow • 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.
38 Workspace and workflow 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.
39 Workspace and workflow 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.
40 Workspace and workflow Icon Name Location Available Assignments panel (InDesign and InCopy), text frames, and graphics frames In Use By [name] Assignments panel, text frames, and graphics frames Editing Assignments panel, text frames, and graphics frames Available And Out Of Date Text and graphics frames In Use By [name] And Out Of Date Text and graphics frames Editing And Out Of Date Text and graphics frames Out Of Date Assignments panel Text Content Out Of Date Assignments panel and
41 Workspace and workflow Workspace overview 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 Suite® 5 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.
42 Workspace and workflow A Tabbed Document windows B Application bar C Workspace switcher D Panel title bar E Control panel F Tools panel G Collapse To Icons button H Four panel groups in vertical dock Hide or show all panels • (Illustrator, Adobe InCopy®, Adobe InDesign®, Photoshop, Fireworks)To hide or show all panels, including the Tools panel and Control panel, press Tab. • (Illustrator, InCopy, InDesign, Photoshop) To hide or show all panels except the Tools panel and Control panel, press Shift+Tab.
43 Workspace and workflow (Illustrator) Adjust panel brightness ❖ In User Interface preferences, move the Brightness slider. This control affects all panels, including the Control panel. Reconfigure the Tools panel You can display the tools in the Tools panel in a single column, or side by side in two columns. (This feature is not available in the Tools panel in Fireworks and Flash.
44 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. 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.
45 Workspace and workflow 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. • To remove a panel, right-click (Windows) or Control-click (Mac) its tab and then select Close, or deselect it from the Window menu.
46 Workspace and workflow • 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.
47 Workspace and workflow 3 (Photoshop, InDesign) Under Capture, select one or more options: Panel Locations Saves the current panel locations (InDesign only). Keyboard shortcuts Saves the current set of keyboard shortcuts (Photoshop only). 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. In Photoshop, you can assign keyboard shortcuts to each workspace to navigate among them quickly.
48 Workspace and workflow 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.
49 Workspace and workflow 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. 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 icon to open the Rotate dialog box.
50 Workspace and workflow 2 Click the right mouse button. Note: (Mac OS) 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. Change Interface preferences 1 Choose Edit > Preferences > Interface (Windows) or InDesign > Preferences > Interface (Mac OS). 2 Choose the settings you want to specify, and click OK.
51 Workspace and workflow Default keyboard shortcuts Adobe InDesign CS5 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 4.0 or Adobe PageMaker 7.0 shortcut set, or a shortcut set that you create. You can share shortcut shortcut sets with others using InDesign on the same platform.
52 Workspace and workflow Tool Windows Mac OS Shear tool O O Free Transform tool E E Eyedropper tool I I Measure tool K K Gradient tool G G Scissors tool C C Hand tool H H Temporarily selects Hand tool Spacebar (Layout mode), Alt (Text mode), or Alt+Spacebar (both) Spacebar (Layout mode), Option (Text mode), or Option+Spacebar (both) Zoom tool Z Z Temporarily selects Zoom In tool Ctrl+Spacebar Command+Spacebar Toggle Fill and Stroke X X Swap Fill and Stroke Shift+X Shi
53 Workspace and workflow Result Windows Mac OS Duplicate selection Selection, Direct Selection, or Group Selection Selection, Direct Selection, or Group Selection tool+Alt–drag* tool+ Option–drag* Duplicate and offset selection Alt+Left Arrow, Right Arrow, Up Arrow, or Down Arrow key Option+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 Option+Shift+Left Arrow, Right Arrow, Up Arrow, Do
54 Workspace and workflow Result Windows Mac OS Constrain proportion Ellipse tool, Polygon tool, or Rectangle tool+Shift–drag Ellipse tool, Polygon tool, or Rectangle tool+Shift–drag Switch image from High Quality Display to Fast Display Ctrl+Alt+Shift+Z Command+Option+Shift+Z *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.
55 Workspace and workflow Result Windows Mac OS Select cell above/below the current cell Shift+Up Arrow/ Shift+Down Arrow Shift+Up Arrow/ Shift+Down Arrow Select cell to the right/left of the current cell Shift+Right Arrow/ Shift+Left Arrow Shift+Right Arrow/ Shift+Left Arrow Start row on next column Enter (numeric keypad) Enter (numeric keypad) Start row on next frame Shift+Enter (numeric keypad) Shift+Enter (numeric keypad) Toggle between text selection and cell selection Esc Esc Keys f
56 Workspace and workflow Result Windows Mac OS Basic letter group setting or detail setting Shift+Ctrl+X or Shift+Alt+Ctrl+X Shift+Command+X or Shift+Option+Command+X Align left, right, or center Shift+Ctrl+L, R, or C Shift+Command+L, R, or C Justify all lines Shift+Ctrl+F (all lines) or J (all but last line) Shift+Command+F (all lines) or J (all but last line) Align both ends or equal spacing Shift+Ctrl+F (align both end) or J (equal spacing) Shift+Command+F (align both ends) or J (equal sp
57 Workspace and workflow Result Windows Mac OS Recompose all stories Alt+Ctrl+/ Option+Command+/ Insert current page number Alt+Ctrl+N Option+Command+N *Press Shift to increase or decrease kerning between words by five times. **Amount is set in Edit > Preferences > Units & Increments (Windows) or InDesign > Preferences > Units & Increments (Mac OS). Keys for navigating through and selecting text This table isn’t a complete list of keyboard shortcuts.
58 Workspace and workflow Result Windows Action Mac OS Action Select previous/next frame Alt+Ctrl+Page Up/ Alt+Ctrl+Page Down Option+Command+Page Up/ Option+Command+Page Down Delete word in front of insertion point (Story Editor) Ctrl+Backspace or Delete Command+Delete or Del (numeric keypad) Update missing font list Ctrl+Alt+Shift+/ Command+Option+Shift+/ Keys for viewing documents and document workspaces This table isn’t a complete list of keyboard shortcuts.
59 Workspace and workflow Result Windows Mac OS Create vertical and horizontal ruler guides for Ctrl–drag from zero point the spread Command–drag from zero point Select all guides Alt+Ctrl+G Option+Command+G Lock or unlock zero point Right-click zero point and choose an option Control–click zero point and choose an option Use current magnification for view threshold of new guide Alt–drag guide Option–drag guide Select buttons in alert dialog boxes Press first letter of button name, if underl
60 Workspace and workflow 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.
61 Workspace and workflow Result Windows Mac OS Open the Rotate dialog box Alt-click Angle icon Option-click Angle icon Open the Scale dialog box Alt-click X or Y Scale icon Option-click X or Y Scale icon Open the Shear dialog box Alt-click Shear icon Option-click Shear icon Open Text Preferences Alt-click Superscript, Subscript, or Small Caps button Option-click Superscript, Subscript, or Small Caps button Open the Underline Options dialog box Alt-click Underline button Option-click Under
62 Workspace and workflow Result Windows Mac OS Make character style definition match text Select text and press Shift+Alt+Ctrl+C Select text and press Shift+Option+Command+C Make paragraph style definition match text Select text and press Shift+Alt+Ctrl+R Select text and press Shift+Option+Command+R Change options without applying style Shift+Alt+Ctrl-double-click style Shift+Option+Command-double-click style Remove style and local formatting Alt-click paragraph style name Option-click parag
63 Workspace and workflow Result Windows Mac OS Create master page Ctrl-click Create New Page button Command-click Create New Page button Display Insert Pages dialog box Alt-click New Page button Option-click New Page button Add new page after last page Shift+Ctrl+P Shift+Command+P 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.
64 Workspace and workflow Result Windows Mac OS Create new swatch based on the current swatch Alt-click New Swatch button Option-click New Swatch button Create spot color swatch based on the current Alt+Ctrl-click New Swatch button swatch Option+Command-click New Swatch button Change options without applying swatch Shift+Option+Command-double-click swatch Shift+Alt+Ctrl-double-click swatch Keys for the Transform panel This table isn’t a complete list of keyboard shortcuts.
65 Workspace and workflow 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.
66 Workspace and workflow It’s a good idea to make a backup copy of the preference files called InDesign Defaults and InDesign SavedData. Instead 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).
67 Workspace and workflow • 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.
68 Workspace and workflow 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.
69 Workspace and workflow 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.
70 Workspace and workflow • 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. • 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.
71 Workspace and workflow 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. 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.
72 Workspace and workflow More Help topics Save backwards to the previous InDesign version Add documents to a book file Hyphenation and spelling dictionaries Save backwards to the previous InDesign version Plug-ins Reusing graphics and text Adobe Bridge Mini Bridge CS Review 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.
73 Workspace and workflow 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. • 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.
74 Workspace and workflow 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. 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.
75 Workspace and workflow Copying keyboard shortcut sets Keyboard shortcut sets (*.indk) are saved in two locations. The application preset shortcuts appear in the Presets folder in the main application folder.
76 Workspace and workflow 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.
77 Workspace and workflow 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.
78 Workspace and workflow • 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.
79 Workspace and workflow 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.
80 Workspace and workflow 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.
81 Workspace and workflow PageMaker File menu commands PageMaker command InDesign equivalent File > New File > New > Document File > Open File > Open File > Recent Publications File > Open Recent (Windows®) File > Close File > Close File > Save File > Save There is no preference in InDesign to Save Smaller or Save Faster. Use Save to perform a fast save and Save Asto compact a document to the smallest possible size. File > Save As File > Save As See note above.
82 Workspace and workflow PageMaker Edit menu commands PageMaker command InDesign equivalent Additional information Edit > Undo Edit > Undo InDesign allows unlimited levels of Undo.
83 Workspace and workflow PageMaker command InDesign equivalent Layout > Column Guides Layout > Margins And Columns Layout > Copy Master Guides No equivalent Layout > Autoflow Press Shift when a loaded text icon Additional information InDesign master guides from any given master are always copied to pages that use that master. is displayed. You can flow text manually, automatically (with autoflow), or semi-automatically.
84 Workspace and workflow PageMaker Element menu commands PageMaker command InDesign equivalent Additional information Element > Fill Window > Color > Swatches or Window > Color > Color InDesign does not support patterned fills. The Swatches panel in InDesign is equivalent to the Colors palette in PageMaker. Element > Stroke Window > Stroke Choose a stroke style in the Stroke panel or define a custom stroke style.
85 Workspace and workflow PageMaker command InDesign equivalent Additional information Element > Image > Photoshop Effects Object > Effects Element > Polygon Settings Double-click the Polygon tool in the Toolbox Element > Rounded Corners Object > Corner Options Element > Link Info Window > Links Choose Link Information on the Links panel menu.
86 Workspace and workflow PageMaker View menu commands PageMaker command InDesign equivalent Additional information View > Display Master Items Choose Hide/Show Master Items from the Pages panel menu View > Display Non-Printing Items Select Normal View Mode in the Toolbox to view nonprinting items. To hide nonprinting items, select Preview Mode . You can also create a layer for objects you do not want to print, and then show or hide that layer when you print or export.
87 Workspace and workflow PageMaker command InDesign equivalent Window > Hide/Show Control Palette Window > Control Window > Hide/Show Colors Window > Color > Swatches or Window > Color > Color Window > Hide/Show Styles Window > Styles > Paragraph Styles or Character Styles Window > Hide/Show Layers Window > Layers Window > Hide/Show Master Pages Window > Pages Window > Hide/Show Hyperlinks Window > Interactive > Hyperlinks Window > Plug-in Palettes No equivalent Window > [name of open docu
88 Workspace and workflow Create a package for e-mail (InDesign) 1 Create an assignment and add the content you want to include in the package. Only content that is checked in is included in the packaged assignment. If any content is checked out, you’re prompted to check in content. 2 In the Assignments panel, select the assignment and choose Package For InCopy And Email from the panel menu. A compressed assignment package is created and attached to an e-mail message of your default e-mail application.
89 Workspace and workflow • Use Explorer or Finder to open the file. For example, double-click the file or drag it to the InCopy application icon. • In InCopy, choose File > Open, and double-click the packaged assignment file. • In InCopy, choose Open Package from the Assignments panel menu, and then double-click the package file. You can now edit the stories in the package. When you begin editing a story, you’re prompted to check out the contents of the frame.
90 Workspace and workflow Adjusting your workflow Move content between assignments (InDesign) InDesign users can move content between existing assignments as well as from the Unassigned InCopy Content section of the Assignments panel. You can also create a new assignment and move content to it. 1 Save the InDesign document. 2 In the Assignments panel, click the arrow to the left of the assignment name to display the contents of the assignment. 3 Select an item in an assignment.
91 Workspace and workflow • Choose Update All Assignments from the panel menu. Change the assignment location ❖ To re-create the assignment file in a new location, do one of the following in the Assignments panel: • Select the assignment and choose Change Assignment Location from the panel menu. Specify a location and name for the new file. • Double-click the assignment name. In the Assignment Options dialog box, click Change and specify a location and name for the new file.
92 Workspace and workflow Placing InCopy files in InDesign documents Although a typical workflow begins in InDesign, where the basic layout and text and graphics placeholders are defined and exported to InCopy, a different workflow can start with a stand-alone InCopy content file (.icml or .incx) that you place in InDesign using the File > Place command.
93 Workspace and workflow Check out content When you check out an item, a hidden lock file (.idlk) is placed on the file system. Once the content is checked out, you have exclusive control over its content, and others are locked out from making changes. You can check out InCopy content only; you cannot check out InDesign documents with layout information.
94 Workspace and workflow Update assignment files (InDesign) You can save changes to assignments manually or when you close the current document. Updating an assignment file is the only way to make layout changes available to InCopy users. ❖ Do one of the following: • To update selected assignments, select them in the Assignments panel and choose Update Selected Assignments from the Assignments panel menu.
95 Workspace and workflow 3 Do one of the following: • To let InDesign update the links, click Fix Links Automatically. • To fix links manually, click Don’t Fix, and then, in the Links panel, select the file to update and choose Update Link from the panel menu. Update content while working (InDesign) ❖ Do one of the following: • Select the text or graphics frames in the layout and choose Edit > InCopy > Update Content.
96 Workspace and workflow Updating the layout in InCopy is useful for copyfitting tasks, because the latest appearance and line breaks are visible in Layout and Galley views. ❖ Do one of the following: • If you have an assignment file open and the Assignments panel shows the Out Of Date icon next to the assignment name, click the Update Design button , or choose File > Update Design. You cannot undo this command.
97 Workspace and workflow • To save the InDesign document under a new name with links to any existing InCopy files, choose File > Save As. This action causes the assignments in the InDesign file to appear as missing until they are updated. • To save a copy of the currently active document, choose File > Save A Copy. You can choose to give the copy a new name and location with links to any existing InCopy files.
98 Workspace and workflow Zoom in or out • To zoom in, select the Zoom tool and click the area you want to magnify. Each click magnifies the view to the next preset percentage, centering the display around the point you click. At maximum magnification, the center of the Zoom tool appears blank. To zoom out, hold down Alt (Windows) or Option (Mac OS) and click the area you want to reduce. Each click reduces the view.
99 Workspace and workflow Scroll the view You can easily adjust the degree to which pages or objects are centered in the document window. These techniques are also useful for navigating between pages. ❖ Do any of the following: • Select the Hand tool from the Tools panel, and then click and drag in the document window. Holding down Alt (Windows) or Option (Mac OS) and pressing the spacebar temporarily activates the Hand tool. • Click the horizontal or vertical scroll bars or drag the scroll box.
100 Workspace and workflow When you reopen the document, only the last-used window appears. • To create a new window for the same document, choose Window > Arrange > New Window. • To cascade or tile windows, choose Window > Arrange > Cascade to arrange all windows into a stack, with each window offset slightly. Or, choose Window > Arrange > Tile to display all windows equally without overlapping. • To activate a window, click the window tab or title bar. Or, choose the name of the view in the Window menu.
101 Workspace and workflow • To use the current value as part of a mathematical expression, click before or after the current value. 2 Type a simple mathematical expression using a single mathematical operator, such as + (plus), - (minus), * (multiplication), / (division), or % (percent). For example, 0p0+3 or 5mm + 4. 3 Press Enter or Return to apply the calculation.
102 Workspace and workflow Working with Tools Setting preferences Setting preferences Toolbox Toolbox Last updated 10/4/2014
103 Chapter 3: Layout and design Generate QR codes About QR codes QR codes are machine readable printed representation of data for various industry uses. It has now become common in consumer advertising. A consumer with a Smartphone can install an app with a QR code scanner that can read and decode the URL information and redirect the phone’s browser to a company website.
104 Layout and design The Generate/Edit QR Code dialog box has two tabs – Content and Color. 2 In the Content tab, select any one of the following data types in the Type drop-down list: • Web Hyperlink • Plain Text • Text Message • Email • Business Card Based on the selected type, one or more fields are displayed to provide the content for which you want to generate the QR code. 3 The Color tab shows Swatch List.
105 Layout and design Edit the content and color of the QR code 1 Select the QR code object or the frame: double-click inside the frame. 2 From the menu, choose Object > Edit QR Code. You can also right-click and choose Edit QR Code in the context menu. 3 The Edit QR Code dialog box is displayed with the existing content and color information. 4 In the Content tab, change the data type and content as appropriate.
106 Layout and design Add basic page numbering You can add a current page number marker to your pages to specify where a page number sits on a page and how it will look. Because a page number marker updates automatically, the page number it displays is always correct—even as you add, remove, or rearrange pages in the document. Page number markers can be formatted and styled as text. Add a page number marker to a master page Page number markers are commonly added to master pages.
107 Layout and design To remove the page number from the first page in the document, you have two options. Either apply a different or the None master, or override and delete the master text frame on the document page. Ctrl/Cmd+Shift-click a master text frame to override it. Change the page numbering style By default, pages are numbered using Arabic numerals (1, 2, 3...); however, you can number pages using upper or lowercase Roman (i, ii, iii...) or alphanumeric (a, b, c...) numbering.
108 Layout and design About tables of contents A table of contents (TOC) can list the contents of a book, magazine, or other publication; display a list of illustrations, advertisers, or photo credits; or include other information to help readers find information in a document or book file. One document may contain multiple tables of contents—for example, a list of chapters and a list of illustrations.
109 Layout and design Generate a table of contents Before you generate a table of contents, decide which paragraphs should be included (such as chapter titles and section headings), and then define paragraph styles for each. Make sure that these styles are applied to all appropriate paragraphs in the document or booked documents. When you generate the table of contents, you can also use paragraph and character styles to format the table of contents.
110 Layout and design Create TOC styles for multiple lists Use TOC styles if you need to create different tables of contents in your document or book. For example, you can use one TOC style for a list of contents and another for a list of advertisers, illustrations, or photo credits. Create a TOC style for each type of list. Creating TOC styles are also useful if you want to use the same TOC formatting in another document. Note: Don’t confuse TOC styles with paragraph styles that have a “TOC” prefix.
111 Layout and design Select the existing text in the box before you choose a different special character, to make sure that you don’t include both characters. You might want to create a character style that formats the space between the entry and the page number. You can then select this style in the Style pop-up list to the right of Between Entry And Number. (See Add paragraph and character styles.
112 Layout and design Numbered Paragraphs If your table of contents includes a paragraph style that uses numbering, specify whether the TOC entry includes the full paragraph (both number and text), only the numbers, or only the paragraph. Frame Orientation Specify the writing direction for the text frame you will use to create a table of contents.
113 Layout and design Update and edit a table of contents The table of contents is like a snapshot of content in your document. If page numbers in your document change, or if you edit headings or other elements associated with table of contents entries, you’ll need to regenerate the table of contents to update it. Update a table of contents 1 Open the document containing the table of contents.
114 Layout and design Create footnotes A footnote consists of two linked parts: the footnote reference number that appears in text, and the footnote text that appears at the bottom of the column. You can create footnotes or import them from Word or RTF documents. Footnotes are automatically numbered as they are added to a document. Numbering restarts in each story. You can control the numbering style, appearance, and layout of footnotes. You cannot add footnotes to tables or to footnote text.
115 Layout and design Start At Specify the number used for the first footnote in the story. Each story in a document begins with the same Start At number. If you have multiple documents in a book with continued page numbering, start the footnote numbering in each chapter to continue where the last chapter ends. The Start At option is especially useful for documents in a book. Footnote numbering is not continued across documents in a book.
116 Layout and design Allow Split Footnotes Select this option if you want footnotes to break across a column when the footnote exceeds the amount of space available for it in that column. If splitting is not allowed, the line containing the footnote reference number moves to the next column, or the text becomes overset. Even when Allow Split Footnotes is turned on, you can prevent individual footnotes from splitting by placing the insertion point in the footnote text.
117 Layout and design • If you clear overrides and character styles on a paragraph that includes a footnote reference marker, the footnote reference numbers lose the attributes you applied in the Document Footnote Options dialog box. Textwrap with footnotes You can apply textwrap to an anchored or floating object which is part of a footnote. Internal text wrap of objects in footnotes You can place an inline or anchored object on which textwrap is applied in a footnote.
118 Layout and design Footnotes in non-rectangular frames For non-rectangular text frames, such as rounded corners, ovals, and circles, the footnotes remain within the bounds of object shapes. Delete footnotes To delete a footnote, select the footnote reference number that appears in the text, and then press Backspace or Delete. If you delete only the footnote text, the footnote reference number and footnote structure remain.
119 Layout and design Text variables Create and edit text variables A text variable is an item you insert in your document that varies according to the context. For example, the Last Page Number variable displays the page number of the last page of the document. If you add or remove pages, the variable is updated accordingly. InDesign includes several preset text variables that you can insert in your document. You can edit the format of these variables, or you can create your own.
120 Layout and design If the document’s chapter number is set to continue from the previous document in the book, you may need to update the book’s numbering in order for the appropriate chapter number to appear.
121 Layout and design This variable inserts the name of the current file into the document. It’s commonly added to the slug area of the document for printing or used in headers and footers. In addition to Text Before and Text After, you can choose the following options. Include Entire Folder Path Select to include the full folder path with the file name. The standard path conventions for either Windows or Mac OS are used. Include File Extension Select to include the file name extension.
122 Layout and design Delete, convert, and import text variables Use the Text Variables dialog box to delete, convert, and import text variables. Delete text variables If you want to delete an instance of a text variable inserted in a document, simply select the variable and press Backspace or Delete. You can also delete the variable itself. When you do so, you can decide how to replace the variables inserted in the document. 1 Choose Type > Text Variables > Define.
123 Layout and design About indexing You can create a simple keyword index or a comprehensive, detailed guide to the information in your book. You can create only one index for a document or book. To create an index, you first place index markers in the text. You associate each index marker with the word, called a topic, that you want to appear in the index. When you generate the index, each topic is listed, along with the page on which it was found.
124 Layout and design You’ll likely repeat these steps several times as you refine your index prior to publication. Index panel overview You create, edit, and preview the index using the Index panel (Window > Type & Tables > Index). The panel includes two modes: Reference and Topic. In Reference mode, the preview area displays complete index entries for the current document or book. In Topic mode, the preview area displays only topics, not page numbers or cross-references.
125 Layout and design Topics in the topic list appear in the New Page Reference dialog box as well. To create an index entry, simply select a topic and then associate it with a page or cross-reference. Unused topics (those without page or cross-references) are excluded when you generate an index. Creating a topic list before you add index entries is optional. Each time you create an index entry, its topic is automatically added to the topic list for future use.
126 Layout and design Edit an index topic Use the Index panel to edit entries before or after you generate an index. Changes you make to your entries in the Index panel will appear in the next index that you generate, but changes that you make to the generated index story will be lost when you regenerate the index. 1 Open a document containing the index topics. 2 In the Index panel, select Topic. 3 In the preview area, double-click a topic to edit. 4 Edit the topic as desired, and then click OK.
127 Layout and design 5 Choose New Page Reference in the Index panel menu. (If this command does not appear, make sure Reference is selected and that there is an insertion point or text selection in the document.) 6 To add text to the Topic Levels box, do any of the following: • To create a simple index entry (such as cats), type the entry in the first Topic Levels box. (If text was selected, that text appears in the Topic Levels box.
128 Layout and design Index a word, phrase, or list quickly Using an indexing shortcut, you can quickly index individual words, a phrase, or a list of words or phrases. Adobe InDesign recognizes two indexing shortcuts: one for standard index entries; the other for proper names. The proper name shortcut creates index entries by reversing the order of a name so it is alphabetized by the last name. In this way, you can list a name with the first name first, but have it appear in the index sorted by last name.
129 Layout and design Index every occurrence of a word automatically Using the Add All option is an effective way to index all occurrences of a specified term in a document or a book. When you click Add All, InDesign creates index markers at every occurrence of the words selected in the document—not the text specified in the dialog box. (You can later delete entries that point to less significant information.
130 Layout and design For Next # Of Pages The page range extends from the index marker to the end of the number of pages specified in the adjacent box, or to the end of as many pages as exist. Suppress Page Range Turn off page range. Add “See” or “See also” cross-references to an index Cross-references are index entries that point to related entries, instead of a page number. You create cross-references using the Index panel.
131 Layout and design Generate an index Once you’ve added index entries and previewed them in the Index panel, you’re ready to generate an index story to place in your document for publication. An index story can appear as a separate document or in an existing document. When you generate an index story, InDesign compiles index entries and updates page numbers across your document or book.
132 Layout and design To replace the entry separators (such as the values for Following Topic or Between Entries), select the existing separator and then type or choose a replacement character. Nested or Run-in Select Nested if you want the index formatted in the default style, with subentries nested under an entry as separate indented paragraphs. Select Run-in if you want all levels of an entry to appear in a single paragraph. The Between Entries option determines which character separates the entries.
133 Layout and design Changing the sort order affects the sort order in the Index panel and in the index stories that are generated afterwards. You can create multiple indexes with different sort orders. For example, you can generate an index in German, change the sort order, and then generate a separate index in Swedish — just make sure Replace Existing Index isn’t selected when you generate the index. 1 Choose Sort Options from the Index panel menu. 2 Make sure the items you want sorted are selected.
134 Layout and design Sort By When you’re creating or editing an index entry, typing Chinese characters in the Topic Levels fields enables you to edit Chinese sort information. For Pinyin, if multiple words have the same Pinyin, the order is sorted by (1) tone and (2) stroke count in ascending order. For Stroke Count, each character is sorted by (1) stroke count, (2) first stroke, and (3) second stroke.
135 Layout and design Locate index markers in a document 1 Choose Type > Show Hidden Characters to display index markers in the document window. 2 In the Index panel, click Reference, and then select the entry you want to locate. 3 Choose Go To Selected Marker in the Index panel menu. The insertion point appears to the right of the index marker. You can then press Shift+Left Arrow to select the marker for cutting, copying, or deleting.
136 Layout and design A Start bracket B In port C Center bracket D End bracket E Out port indicating threaded text 1 Select the Type On A Path tool . (Click and hold the Type tool to display a menu containing the Type On A Path tool.) 2 Position the pointer on the path until a small plus sign appears next to the pointer , and then follow these steps: • To type using default settings, click the path. An insertion point appears at the start of the path by default.
137 Layout and design Delete type from a path 1 Using the Selection tool or Direct Selection tool , select one or more type-on-a-path objects. 2 Choose Type > Type on a Path > Delete Type From Path. If the path text is threaded, type moves to the next threaded text frame or type-on-a-path object. If the path text isn’t threaded, text is deleted. The path remains, but loses any type-on-a-path attributes—all brackets, in and out ports, and threading properties are removed.
138 Layout and design Note: If you apply a paragraph indent value, it’s measured from the start and end brackets. Slide type along a path 1 Using the Selection tool , select the type on a path. 2 Position the pointer over the path type’s center bracket until a center bracket icon appears next to the pointer . Zoom in on the path to more easily select the bracket. 3 Drag the center bracket along the path. Note: The text won’t move if both the start and end brackets are at the ends of the path.
139 Layout and design A Rainbow effect B Skew effect C 3D Ribbon effect D Stair Step effect E Gravity effect • To keep characters’ vertical edges perfectly vertical regardless of the path shape, while letting characters’ horizontal edges follow the path, choose Skew. The resulting horizontal distortion is useful for text that appears to follow waves or go around a cylinder, as on a beverage can label.
140 Layout and design Linked content behaves similar to traditional links. See Use the Links panel for an overview. You can designate an object as parent, and then place it at other places as child objects. Whenever you update the parent object, the child objects are flagged and you can update them to synchronize with the parent. You can place and link objects using either the , or choose menu command. The panel. icon displays on the upper-left corner of linked object.
141 Layout and design Load Conveyor Use to load the conveyor with items. • Selection: Use this option to load all selected items • Pages: Use this option to load all items on the specified pages • All: Use this option to load items from all pages and pasteboard Enable Create Single set to group all the items in a single set. You can collect individual page items, or collect related items as "sets." In some cases InDesign automatically creates sets to preserve the relational integrity of the page items.
142 Layout and design 3 Select the options as required: Update Link When Saving Document Enable this option to update the link when you save the document. Warn if Link Update Will Overwrite Local Edits Enable this option to show a warning message if updating the link will overwrite any local edits made to the linked object. Preserve Local Edits while Updating Object Links Select from the available categories to preserve local edits while updating links.
143 Layout and design 1 Select a source document and Style type. 2 Click New Syle Mapping. 3 Choose source and mapped styles or style groups from the list Press Alt (Windows) or Option (Mac OS) to change the Cancel button to Reset. Click Reset to revert to default options. Update a linked item If an original item is modified, following: • Click symbol displays over the frame and in the Links panel.
144 Layout and design A Page icons B Page with master “A” applied C Selected spread When you set the Binding option to Right To Left in the Document Setup dialog box, numbers are attached to the page icons from right to left in the Pages panel. In a long document, you can move to a page quickly by choosing Layout > Go To Page.
145 Layout and design Target or select a page or spread You either select or target pages or spreads, depending on the task you are performing. Some commands affect the currently selected page or spread, while others affect the target page or spread. For example, you can drag ruler guides only to the target page or spread, but page-related commands, such as Duplicate Spread or Delete Page, affect the page or spread selected in the Pages panel.
146 Layout and design For publishing for multiple formats and sizes, you can choose a design strategy that suits a project best: Hand crafted, semi-automated, or fully automated. The degree of design control decreases as you rely on automated workflows. InDesign provides several enhancements for your adopted strategy to balance cost and control. Note: Automatic Liquid Layout based-publishing is not possible yet, because of the unavailability of compliant viewer technologies.
147 Layout and design You can apply different rules to different pages, depending on the layout and the goals; only one liquid page rule can be applied to a page at a time. Liquid Layout is a general term that covers a set of specific liquid page rules: scale, re-center, guide-based, and object-based page rules. Use Liquid page rules to adapt content for output sizes. • To adapt layouts when creating new pages in the same document using alternate layouts.
148 Layout and design Re-center All content on the page is automatically recentered no matter the width. Unlike Scale, the content remains its original size. You can achieve a similar result to video production safe zones using the Re-center rule with careful planning and layout. Guide-based Guides define a straight line across the page where content can adapt. • Whitespace can be added • Text frames are resized, and the text reflows (but not scale).
149 Layout and design Object-based You can specify liquid behavior for size and location relative to the page edge for each object, either fixed or relative. • Each side of an object's bounding box or frame can either be fixed, or relative to its corresponding page edge. For example, the left side of the frame can have a relationship only with the left edge of the page. • The height and width can either be fixed, or resizable relative to the page.
150 Layout and design Used in combination with Liquid Layout, you can significantly reduce the amount of manual work required to re-layout content for every new page size and orientation. For a quick overview see Alternate Layouts (video).
151 Layout and design Align panel overview You use the Align panel (Window > Object & Layout > Align) to align or distribute objects horizontally or vertically along the selection, margins, page, or spread. Consider the following when working with the Align panel: • The Align panel doesn’t affect objects to which you’ve applied the Lock Position command, and doesn’t change the alignment of text paragraphs within their frames. • Text alignment is not affected by the Align Objects options.
152 Layout and design • To distribute objects, click the button for the type of distribution you want. For example, if you click the Distribute Left Edges button when Align To Selection is turned on, InDesign makes sure that there is an equal amount of space from left edge to left edge of each selected object.
153 Layout and design A Creates spaces of a specified value between each object B Changes the overall width of the objects as a whole When you use spacing with vertical distribution, selected objects are spaced from top to bottom, starting with the topmost object. When you use spacing with horizontal distribution, selected objects are spaced from left to right, starting from the left-most object. You can also use the Smart Spacing feature to align or distribute objects while moving them.
154 Layout and design For a video on using Live Distribute, see https://tv.adobe.com/go/4949/. 1 Select the objects. 2 Start dragging a selection handle and hold down the Spacebar while dragging. Continue dragging to change the spacing between the objects.
155 Layout and design To specify the dimensions of the bleed and slug areas, click More Options. 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 Click OK to open a new document with the settings you specified. Note: 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.
156 Layout and design Facing Pages Select this option to make left and right pages face each other in a double-page spread, such as for books and magazines. Deselect this option to let each page stand alone, such as when 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 Control spread pagination .
157 Layout and design 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) 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.
158 Layout and design • 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.
159 Layout and design 2 Choose Window > Type & Tables > Named Grids. 3 Choose New Named Grid from the Named Grids panel menu. 4 Specify options in the Edit Grid Format dialog box, and click OK. If the named grid format you want to use is already saved in another InDesign document, you can import that grid format into the current document. When a new frame grid format is created based on an existing frame grid, changes to format attribute options also are applied to the selected frame grid.
160 Layout and design 3 To apply grid format attributes to the entire story, select the frame grid using the Selection tool and select Edit > Apply Grid Format. You can also add named grids to object styles. If you add a named grid to the default object style for grid frames, all grid frames you create appear formatted according to the named grid you specify. (See About object styles.) Edit named grids You can change the grid format definitions at any time.
161 Layout and design More Help topics Customize layout and frame grids Override character and paragraph styles Creating text and text frames Create text frames Text in InDesign resides inside containers called text frames. (A text frame is similar to a text box in QuarkXPress and a text block in Adobe PageMaker.) There are two types of text frames: frame grids and plain text frames.
162 Layout and design • Using the Selection tool, click the in port or out port of another text frame, and then click or drag to create another frame. • Use the Place command to place a text file. • Using the Type tool , click inside any empty frame. If the Type Tool Converts Frames To Text Frames option is selected in Type preferences, the empty frame is converted to a text frame. Move and resize text frames Use the Selection tool to move or resize text frames.
163 Layout and design • To fit the text frame to the content, select the frame using the Selection tool, and choose Object > Fitting > Fit Frame to Content. The bottom of the text frame fits the contents of the text. If a text frame includes more overset text than can reasonably fit on the page, the text frame isn’t resized. • To resize using the Scale tool , drag to resize the frame. (See Scale type.
164 Layout and design If you need to use the same text frame properties for multiple text frames, create an object style that you can apply to your text frames. 1 Using the Selection tool , select a frame, or using the Type tool , click inside the text frame or select text. 2 Choose Object > Text Frame Options, or hold down Alt (Windows) or Option (Mac OS) and then double-click the text frame using a selection tool. 3 Change text frame options, and then click OK.
165 Layout and design Change text frame inset spacing (margins) 1 Using the Selection tool, select a frame, or using the Type tool, click inside the text frame or select text. 2 Choose Object > Text Frame Options. 3 In the Inset Spacing section on the General tab, type the offset distances you want for Top, Left, Bottom, and Right. (Click the Make All Settings The Same icon to use the same spacing on all sides.
166 Layout and design If you want the baseline grid to apply to all frames in a thread (even if one or more threaded frames do not include text), place the insertion point in text, choose Edit > Select All, and then apply the baseline grid settings in the Text Frame Options dialog box. 3 Click the Baseline Options tab.
167 Layout and design Place (import) text Apply a named grid to a frame Object styles Override or detach master items Use Smart Text Reflow Master pages Change frame grid properties Change document setup, margins, and columns Grids Rotate half-width characters in vertical text View or hide the frame grid character count Info panel overview Creating book files Create a book file A book file is a collection of documents that can share styles, swatches, master pages, and other items.
168 Layout and design You can drag and drop files onto the Book panel from an Explorer (Windows) or Finder (Mac OS) window. You can also drag a document from one book to another. Hold down Alt (Windows) or Option (Mac OS) to copy the document. 3 If you included documents created in earlier versions of InDesign, they will be converted to Adobe InDesign CS5 format when added to the book. In the Save As dialog box, specify a new name for the converted document (or leave the name as is), and then click Save.
169 Layout and design Replace book documents 1 Select the document in the Book panel. 2 Choose Replace Document in the Book panel menu, locate the document you want to replace it with, and then click Open. Open a book file in Explorer or Finder 1 In the books panel, select a document. 2 From the books panel menu, choose Reveal In Explorer (Windows) or Reveal In Finder (Mac OS). A browser window opens that displays the selected file.
170 Layout and design 2 Make sure that the items you want copied from the style source are selected in the Synchronize Options dialog box. 3 In the Book panel, select the documents you want to synchronize with the style source document. If no document is selected, the entire book will be synchronized. To make sure that no documents are selected, click the blank gray area below the booked documents—you may need to scroll or resize the Book panel.
171 Layout and design 2 In the Book panel menu: • If you want the original documents to be overwritten during conversion, select Automatic Document Conversion. • If you want to keep the original documents and save the converted documents with new names, deselect Automatic Document Conversion. (The book list will be updated to include the converted files, not the originals.) 3 Do any of the following to convert the documents: • Choose Synchronize Book from the Book panel menu.
172 Layout and design Start numbering on an odd or even page You can start document numbering on odd- or even-numbered pages in booked documents. 1 Choose Book Page Numbering Options in the Book panel menu. 2 Choose Continue On Next Odd Page or Continue On Next Even Page. 3 Select Insert Blank Page to add a blank page to the end of any document in which the subsequent document must begin on an odd- or even-numbered page, and then click OK.
173 Layout and design Preflight books Export to PDF for printing Create interactive documents for PDF Creating documents For detailed information and instructions, click the links below. Customize the pasteboard and guides You can control the colors used to display guides for page margins and columns, as well as the guides for the bleed and slug areas on the pasteboard. To make it easier to distinguish between the Normal and Preview modes, you can change the color of the preview background.
174 Layout and design Change document setup Changing options in the Document Setup dialog box affects every page in the document. If you change page size or orientation after objects have been added to pages, you can use the Layout Adjustment feature to minimize the amount of time needed for arranging existing objects. See About automatic layout adjustment . 1 Choose File > Document Setup. 2 Specify the document options, and then click OK. (See New Document options.
175 Layout and design To create columns with unequal gutters, create evenly spaced ruler guides and then drag individual guides to the desired location. (See Create ruler guides .) More Help topics Ruler guides Clipping paths Clipping paths Clipping paths crop part of the artwork so that only a portion of the artwork appears through the shape or shapes you create. You can create clipping paths to hide unwanted parts of an image, creating both a path for the image and a frame for the graphic.
176 Layout and design An alpha channel is an invisible channel that defines transparent areas of a graphic. It’s stored inside a graphic with the RGB or CMYK channels. Alpha channels are commonly used in video-effects applications. InDesign automatically recognizes Photoshop’s default transparency (the checkerboard background) as an alpha channel. If the graphic has an opaque background, you must use Photoshop to remove the background, or create and save one or more alpha channels with the graphic.
177 Layout and design 1 Select an imported graphic, and choose Object > Clipping Path. 2 In the Clipping Path dialog box, choose Detect Edges in the Type menu. By default, the lightest tones are excluded; to exclude the darkest tones, also select the Invert option. 3 Specify the clipping path options, and click OK. Clipping path options Threshold Specifies the darkest pixel value that will define the resulting clipping path.
178 Layout and design Invert Switches the visible and hidden areas, by starting the clipping path with the darkest tones. Include Inside Edges Makes areas transparent if they exist inside the original clipping path, and if their lightness values are within the Threshold and Tolerance ranges. By default, the Clipping Path command makes only the outer areas transparent, so use Include Inside Edges to correctly represent “holes” in a graphic.
179 Layout and design Testing a form in Acrobat This tutorial shows you how InDesign form fields look in Acrobat or Reader. Then, learn how to continue modifying the interactive fields in Acrobat for additional functionality, and how the form performs in Acrobat. Testing a form in Acrobat Working with Frames Everything that is placed into InDesign ends up in a frame.
180 Layout and design Making shiny graphics (PDF, 203 KB) Managing documents with multiple page sizes (PDF, 136 KB) A short tutorial on how to manage documents with multiple page sizes, in InDesign CS5 and later. Managing documents with multiple page sizes (PDF, 136 KB) Mini Bridge: Getting access to your assets (PDF, 180 KB) Use Bridge as a floating panel inside InDesign. yes Mini Bridge.
181 Layout and design Formatting grids Formatting grids Frame grid properties Frame grid properties Grids Grids Grouping, locking, and duplicating objects Grouping, locking, and duplicating objects Importing files from other applications Importing files from other applications Layers Layers Laying out frames and pages Laying out frames and pages Layout grids Layout grids Managing graphics links Managing graphics links Last updated 10/4/2014
182 Layout and design Managing pages and spreads Managing pages and spreads Master pages Master pages Numbering pages, chapters, and sections Numbering pages, chapters, and sections Placing graphics Placing graphics Reusing graphics and text Reusing graphics and text Ruler guides Ruler guides Rulers and measurement units Rulers and measurement units Transforming objects Transforming objects Understanding graphics formats Understanding graphics formats Last updated 10/4/2014
183 Layout and design Working with files and templates Working with files and templates Working with frames and objects Working with frames and objects Last updated 10/4/2014
184 Chapter 4: Text Threading text Thread text frames The text in a frame can be independent of other frames, or it can flow between connected frames. To flow text between connected frames (also called text boxes), you must first connect the frames. Connected frames can be on the same page or spread, or on another page in the document. The process of connecting text among frames is called threading text. It is also referred to as linking text frames or linking text boxes.
185 Text 2 Position the loaded text icon over the frame you want to connect to. The loaded text icon changes to the thread icon. 3 Click inside the second frame to thread it to the first.
186 Text Unthread text frames When you unthread a text frame, you break the connection between the frame and all subsequent frames in the thread. Any text that previously appeared in the frames becomes overset text (no text is deleted). All subsequent frames are empty. ❖ Using the Selection tool, do one of the following: • Double-click an in port or out port to break the connection between frames. • Click an in port or an out port that represents a thread to another frame.
187 Text Flow text manually or automatically Your pointer becomes a loaded text icon after you place text or click an in port or out port. The loaded text icon lets you flow text onto your pages. By holding down a modifier key, you can determine how the text is flowed. The loaded text icon changes appearance, depending on where it is placed.
188 Text Flow text automatically ❖ With the loaded text icon displayed, hold down Shift as you do one of the following: • Click the loaded text icon in a column to create a frame the width of that column. InDesign creates new text frames and new document pages until all text is added to the document. • Click inside a text frame that is based on a master text frame. The text autoflows into the document page frame and generates new pages as needed, using the master frame’s attributes.
189 Text If your layout includes design elements specific to the right or left side of the spread, turn on this option. If your left and right pages are interchangeable, you can turn off this option. This option is dimmed if the document does not have facing pages. Delete Empty Pages Select this option to delete pages when you edit text or hide conditions. Pages are deleted only if the emptied text frame is the only object on the page.
190 Text Jump To Next Column Forces the surrounding paragraph to the top of the next column or text frame. 4 From the Wrap To menu, specify whether the wrap is applied to a specific side (such as the right side or largest area) or towards or away from the spine. (If you don’t see the Wrap To menu, choose Show Options from the Text Wrap panel menu.) This option is available only if you selected Wrap Around Bounding Box or Wrap Around Object Shape.
191 Text Bounding BoxWraps text to the rectangle formed by the image’s height and width.Detect EdgesGenerates the boundary using automatic edge detection. (To adjust edge detection, select the object and choose Object > Clipping Path > Options.)Alpha ChannelGenerates the boundary from an alpha channel saved with the image. If this option isn’t available, no alpha channels were saved with the image.
192 Text If you manually change the shape of a text wrap path, User-Modified Path is selected in the Type menu and remains dimmed in the menu. This indicates that the path of the shape has changed. If you want to use the original clipping path rather than the edited text wrap boundary, choose Same As Clipping from the Type menu in the Text Wrap panel.
193 Text Note: Text adjacent to an object is aligned to the left or top of the object when set to Align Left, to the right or bottom of the object when set to Align Right, or evenly aligned to both edges when set to Full Justify. Skip By Leading Moves wrapped text to the next available leading increment below a text-wrapped object. If this option isn’t selected, lines of text may jump below an object in a way that prevents text from lining up with text in neighboring columns or text frames.
194 Text Arabic and Hebrew features | CC, CS6 New and improved features for working in Arabic and Hebrew are available in the Middle East and North African edition of this software. Adobe World-Ready Composers Adobe World-Ready composers enable you to create content in middle-eastern languages. You can type in, and mix between, Arabic, Hebrew, English, French, German, Russian, and other Latin languages.
195 Text If you have a mix of languages in the same paragraph, you can specify the direction of text at a character level. Also, to insert dates or numbers, specify the direction of text at the character level. From the Character panel menu, choose Character Direction and then select a direction. Story direction When you're working with Arabic and Hebrew languages, the story generally flows from the right to the left.
196 Text Select the paragraph and from the Paragraph panel (Window > Type & Tables > Paragraph), choose a setting from the Insert Kashida drop-down list. The options available are: None, Short, Medium, Long, or Stylistic. Kashidas are only inserted if the paragraph is justified. This setting is not applicable for paragraphs that have alignment settings. To apply Kashidas to a group of characters, select the characters and choose Kashidas from the Character panel menu.
197 Text Diacritical marks In the Arabic script, a diacritic or a diacritical mark is a glyph used to indicate consonant length or short vowels. A diacritical mark is placed above or below the script. For better styling of text, or improved readability of certain fonts, you can control the vertical or horizontal position of diacritical marks: 1 Select text that has diacritical marks 2 In the Character panel, modify the position of the diacritic marks relative to the script.
198 Text Default fonts When you install a Middle Eastern or North African version, the default typing font is set to the installation-specific language, by default. For example, if you have installed the English/Arabic-enabled version, the default typing font is set to Adobe Arabic. Similarly, if you have installed the English/Hebrew-enabled version, the default typing font is set to Adobe Hebrew (or Myriad Hebrew in Photoshop).
199 Text Hebrew text: Hyphenation is allowed. To enable hyphenation and customize settings, choose Paragraph panel > Panel menu > Hyphenation Settings. Find and replace Arabic and Hebrew users can perform full text search and replace. In addition to searching and replacing simple text, you can also search and replace text with specific characteristics.
200 Text Justification Alternates A font can have alternative shapes of certain letters of the alphabet. These variations of the font face for some letters are generally available for stylistic or calligraphy purposes. In rare cases, justification alternates are used to justify and align paragraphs for specific needs. Justification alternates can be turned on at a paragraph level, where alternates are used wherever possible. You can also turn on or off this feature at a character level.
201 Text To change the direction of an existing table: 1 Place the cursor inside a table 2 Open the Table panel (Shift + F9), and click the Left-to-Right Table or Right-to-Left Table icons to set the direction of the table. For Right-to-Left tables, the Arabic and North African versions default to Arabic language. The Hebrew version is set to Hebrew language. For Left-to-Right tables, the Arabic and Hebrew versions default to English language. The North African version defaults to French.
202 Text Page and chapter numbering Arabic and Hebrew users use the most commonly preferred numbering systems in the region. The most popular numbering systems are: • Arabic: Arabic Abjad and Alef-Ba-Tah • French: Hebrew Biblical Standard and Hebrew Non-Standard Decimal To select or change the numbering system, go to Layout > Numbering & Section Options, and then select from the Style list.
203 Text Find/Change Find/Change overview The Find/Change dialog box contains tabs that let you specify what you want to find and change. A Find/Change tabs B Find a tab character C Replace with an em dash D Search options E Metacharacters menu F Forward and backward search Text Search for and change specific occurrences of characters, words, groups of words, or text formatted a certain way. You can also search for and replace special characters such as symbols, markers, and white space characters.
204 Text • Use a predefined query to find and replace text. (See Find/change items using queries.) 5 In the Change To box, type or paste the replacement text. You can also select a representative character from the pop-up menu to the right of the Change To box. 6 Click Find. 7 To continue searching, click Find Next, Change (to change the current occurrence), Change All (a message indicates the total number of changes), or Change/Find (to change the current occurrence and search for the next one).
205 Text Some OpenType formatting options appear in both the OpenType Options and Basic Character Formats (Position menu) sections. For information on OpenType and other formatting attributes, search for the related topic in InDesign Help. Note: To search for (or replace with) formatting only, leave the Find What or Change To box blank. 5 If you want to apply formatting to the text found, click the Change Format box, or click the Specify Attributes To in the Change Format Settings section.
206 Text Selection Search only selected text. This option appears only if text is selected. Include Locked Layers Searches for text on layers that have been locked using the Layer Options dialog box. You cannot replace text on locked layers. Include Locked Stories Searches for text in stories that have been checked out as part of an InCopy workflow. You cannot replace text in locked stories. Include Hidden Layers Searches for text on layers that have been hidden using the Layer Options dialog box.
207 Text 6 To continue searching, click Find Next, Change (to change the current occurrence), Change All (a message indicates the total number of changes), or Change/Find (to change the current occurrence and search for the next one. 7 The Find/Change dialog in InDesign has two search direction buttons - Forward and Backward. As search Forward is enabled by default, you can switch to Backward to reverse the flow of the search. The new functionality helps you search strings in Text, GREP, and Glyph tabs.
208 Text A Finds all word characters enclosed in quotation marks B The character style is applied to the second grouping (the word) while the first and third groupings (open and close quotes) are removed C Character style specified This example searches only for single words enclosed in quotation marks. If you want to search for phrases enclosed in parentheses, add wildcard expressions, such as (\s*.*\w*\d*), which looks for spaces, characters, word characters, and digits.
209 Text Expression Search string Sample text Matches (in bold) Class of characters [abc] Maria cuenta bien. Mariacuentabien. [] Finds the letter a, b, or c. Beginning of paragraph ^~_.+ ^ “We saw—or at least we think we saw—a purple cow.” This searches the beginning of the paragraph (^) for an em dash (~_) —Konrad Yoes followed by any character ( . ) one or more times (+). “We saw—or at least we think we saw—a purple cow.” Negative lookahead InDesign (?!CS.
210 Text Expression Search string Sample text Matches (in bold) Multiline off (?-m)^\w+ One Two Three Four Five Six Seven Eight One Two Three Four Five Six Seven Eight Single-line on (?s)c.a abc abc abc abc abc abcabc abc (?s) The searches for any character ( . ) between the letters c and a. The (?s) expression matches any character, even if it falls on the next line. (?-m) (.) matches anything other than a paragraph return. (?s)(.) matches anything, including paragraph returns.
211 Text Character: Text tab metacharacter: GREP tab metacharacter: * Index Marker ^I ~I Bullet Character ^8 ~8 Japanese Bullet ^5 ~5 Caret Character ^^ \^ Backslash Character \ \\ Copyright Symbol ^2 ~2 Ellipsis ^e ~e Tilde ~ \~ Paragraph Symbol ^7 ~7 Registered Trademark Symbol ^r ~r Section Symbol ^6 ~6 Trademark Symbol ^d ~d Open Parenthesis Character ( \( Close Parenthesis Character ) \) Open Brace Character { \{ Close Brace Character } \} Open Bracke
212 Text Character: Text tab metacharacter: GREP tab metacharacter: Punctuation Space ^. ~.
213 Text Character: Text tab metacharacter: GREP tab metacharacter: * Any Character ^? .
214 Text Character: Text tab metacharacter: GREP tab metacharacter: * Case-insensitive Off (?-i) * Multiline On (?m) * Multiline Off (?-m) * Single-line On (?s) * Single-line Off (?-s) * Any alphanumeric character [[:alnum:]] * Any alphabetic character [[:alpha:]] * Any blank character, either space or tab [[:blank:]] * Any control character [[:control:]] * Any graphical character [[:graph:]] * Any printable character [[:print:]] * Any punctuation character [[:punct:]] * Any char
215 Text 6 Click the Find and Change buttons to format the objects. Find and change glyphs The Glyph section of the Find/Change dialog box is especially useful for replacing glyphs that share the same unicode value with other similar glyphs, such as alternate glyphs. InDesign Secrets provides a clear example about finding and changing glyphs at Finding and Changing Glyphs. 1 Choose Edit > Find/Change.
216 Text • You can find and change composite fonts, but you cannot change component fonts that are part of composite fonts. • Use the Type > Find Font command to help ensure consistent output by analyzing font usage on pages and in imported graphics. To find and change specific text attributes, characters, or styles, use the Edit > Find/Change command instead. 1 Choose Type > Find Font. 2 Select one or more font names in the Fonts In Document list.
217 Text 2 Choose a query from the Query list. The queries are grouped by type. 3 Specify a range to search on the Search menu. The search range is not stored with the query. 4 Click Find. 5 To continue searching, click Find Next, Change (to change the most recently found text or punctuation mark), Change All (a message indicates the total number of changes), or Change/Find (to change text or punctuation marks and continue your search).
218 Text Bullets and numbering Create bulleted or numbered lists In bulleted lists, each paragraph begins with a bullet character. In numbered lists, each paragraph begins with an expression that includes a number or letter and a separator such as a period or parenthesis. The numbers in a numbered list are updated automatically when you add or remove paragraphs in the list.
219 Text 4 To end the list (or list segment, if the list is to be continued later in the story), click the Bulleted List or Numbered List button in the Control panel again, or choose Bullets And Numbering from the Paragraph panel menu. Format a bulleted or numbered list 1 Using the Type tool , select the bulleted or numbered paragraphs you want to reformat.
220 Text Change bullet characters If you don’t want to use one of the existing bullet characters, you can add other bullet characters to the Bullet Character grid. A bullet character that is available in one font may not be available in another font. You can choose whether the font is remembered with any bullet character you add. If you want to use a bullet found in a specific font (such as the pointing hand from Dingbats), be sure to set the bullet to remember that font.
221 Text Note: The list of bullet characters is stored in the document, like paragraph and character styles. When you paste or load paragraph styles from another document, any bullet character used in those styles appears in the Bullets And Numbering dialog box, along with the other bullets defined for the current document. Remove a bullet character 1 In the Bullets And Numbering dialog box, select Bullets from the List Type menu. 2 Select the bullet character you want to remove, and click Delete.
222 Text Defined lists are often used to track paragraphs for numbering purposes. When you create a paragraph style for numbering, you can assign the style to a defined list, and paragraphs are numbered in that style according to where they appear in the defined list. The first paragraph to appear is given number 1 (“Table 1”), for example, and the next paragraph is given number 2 (“Table 2”), even if it appears several pages later.
223 Text Note: Some lists are defined automatically. For example, when you import a numbered list from a Microsoft Word document, InDesign defines a list automatically for your document. Edit a defined list 1 Choose Type > Bulleted And Numbered Lists > Define Lists. 2 Select a list and click Edit. 3 Enter a new name for the list or change your selection of Continue Numbers options. Paragraph styles that are assigned to the list are reassigned to the list under its new name.
224 Text To create a multi-level list, define the list and then create a paragraph style for each level you want. For example, a list with four levels requires four paragraph styles (each one assigned the same defined list). As you create each style, you define its numbering format and paragraph formatting. Gabriel Powell provides a video tutorial about creating outlines and multi-level lists at Creating an automatic numbered list.
225 Text To restart numbers after a specific level or range of levels, type the level number or range (such as 2-4) in the Restart Numbers At This Level After field. 11 In the Bullet or Number Position area, choose Indent or Tab Position options to indent list items at this level farther than list items at higher levels. Indenting helps subordinate items in lists stand out. 12 Click OK. In some cases, such as with numbered steps, you may want to restart numbering within the same story.
226 Text Continuing a numbered list Choose Continue Numbering from the context menu or choose Type > Bulleted And Numbered Lists > Continue Numbering. This command resumes numbering a list that was interrupted by commentary, graphics, or nested list items. InDesign also offers commands for numbering lists that begin in one story or book and cross into the next story or book.
227 Text Formatting CJK characters Apply shatai to text In traditional typesetting technology, characters were slanted by using a lens to distort the glyphs when being set on film. This oblique style is known as shatai. Shatai is distinct from a simple slant of the glyphs, because it also scales the glyphs. You can adjust the magnification or angle of text you want to slant from the center point, without changing the height of the glyph, using the shatai feature in InDesign.
228 Text For example, if you specify 2bu, half a full-width space is added, and if you specify 4bu, a quarter of a full-width space is added. This aki will not be adjusted when the line is set to full justification. Adjusting aki is especially useful to override Mojikumi Akiryo Settings for certain characters. Use tate-chu-yoko Using tate-chu-yoko (also known as kumimoji or renmoji) is an option to make a part of the text horizontal, in vertical text.
229 Text • Choose Tate-chu-yoko Settings from the Character panel menu, deselect Tate-chu-yoko in the Tate-chu-yoko dialog box, and then click OK. Change tate-chu-yoko settings 1 Choose Tate-chu-yoko Settings from the Character panel menu. 2 Specify a value for moving the text up or down in X Offset. If you specify a plus value, the text will move up, and if you specify a minus value, it will move down. 3 Specify a value for moving the text left or right in Y Offset.
230 Text Ruby Placement and Spacing • From the Type menu, choose Per-Character or Group Ruby. When Per Character Ruby is selected, enter a half or full width space when inputting Ruby characters to separate them in line with their parent characters. For "hakunetsutou" for example, enter as "haku netsu tou" (example of a word composed of Japanese characters and its phonetic spelling is given). • From the Alignment menu, specify the position of the Ruby characters.
231 Text Ruby Color • Select a color swatch in the list box. • Specify the degree of tinting and line weight, as necessary. • Select Overprint Fill or Overprint Stroke to set filling or stroke overprint for ruby characters. (See Determining when to overprint manually.) Apply kenten Kenten (also known as Boten) are points which you attach to text you want to highlight. You can select the type of points from existing kenten forms, or specify customized kenten characters.
232 Text Align text of different sizes You can specify how to align text to the largest characters in a line using the Character Alignment option, when positioning characters of different sizes in 1 line. It is possible to align characters to the top, center or bottom of the embox (right, center, and left for vertical frames), to the roman baseline, and to the top or bottom of the ICF box (right or left for vertical frames).
233 Text You can create an anchored object by pasting or placing an object (or frame) into text using the Type tool or by using the Insert Anchored Object command. When you place the object, Adobe InDesign CS4 adds an anchor marker at the insertion point. Anchored objects inherit the rotation and skew attributes of the text frame they’re anchored to—even when the object is positioned outside of the text frame. You can select the object and change these attributes.
234 Text • To add a placeholder frame for an object that isn’t available (for example, text you have yet to write for a sidebar), use the Type tool to position the insertion point where you want the object’s anchor to appear; then choose Object > Anchored Object > Insert. You can anchor text characters by creating outlines of the text. Creating outlines automatically converts each character of text to an inline anchored object.
235 Text (Text Alignment) Aligns the object based on the alignment defined by the paragraph. This option uses the paragraph indent values when aligning the object. Space Before Specifies the position of the object relative to the bottom of the leading slug in the preceding line of text. Positive values lower both the object and the text below it. Negative values move the text below the object up toward the object. The maximum negative value is the height of the object.
236 Text A Relative To Spine not selected: the object remains on the left side of the text frame when text reflows across to the right side of the spread. B Relative To Spine selected: the object remains on the outside edge of the page when the text reflows to the right side of the spread. Note: If, after you select Relative To Spine you adjust the X Offset value, the direction the object moves may change.
237 Text Note: Depending on what you choose for X Relative To and Y Relative To, the Anchored Position Reference Point proxy displays either three or nine positions. Line options, such as Line (Baseline) provide only three options—middle left, center, and middle right—because the vertical positioning is established by the anchor marker in the text. X Relative To Specifies what you want to use as the basis for horizontal alignment.
238 Text can’t drag the object above or below the column boundaries. If you resize the object, it will move back into alignment with the top or bottom boundaries of the column, if necessary. This option is only available when you select a line option, such as Line (Baseline) for Y Relative To. Note: When InDesign overrides the object’s position to fall within the bounds of the column, the Y offset value you specify appears in the dialog box with a plus sign (+).
239 Text A. Position object using use Page Margin or Page Edge for X and Y Relative To B. When text reflows, object does not follow text until text moves to another page • To keep the object aligned with a specific line of text so that the object stays with that text when it reflows, choose a Line option from the Y Relative To menu. • To keep the object within the text frame, but not with a specific line of text when text reflows, choose Text Frame from the X Relative To menu.
240 Text Working with anchored objects using drag-and-drop (CS5.5) Working with anchored objects using drag-and-drop (CS5.5) You can drag an existing object into a text frame to anchor it or move it. Use the Selection tool or Direct Selection tool to select the object, and then drag the blue square near the upper-right corner of the text frame. Do one of the following: • To anchor an existing object, drag the blue square to the position where you want the object’s anchor to appear.
241 Text If you want to move an inline or above line object outside of the text frame, convert it to a custom-positioned object and then move it as desired. • To move inline anchored objects, use the Selection tool or Direct Selection tool to select the object, and then drag vertically in horizontal frame or horizontally in a vertical frame. In horizontal text, you can move inline objects vertically only, not horizontally. In vertical text, you can move inline objects horizontally only.
242 Text You can also add bulk content to an article. Adding selected content to selected article, or adding an entire document content to an article is supported. Note: The XML structure panel provides another mechanism to decide the order of the content to be exported to the ePub, HTML, and Accessible PDF exports workflows. The Articles panel is designed to be simpler, easier to use, and more accessible, for people without XML skills.
243 Text • Choose Article Options from the Articles panel pop-up menu and then select Include When Exporting. Spell-checking and language dictionaries Check spelling You can spell-check a selected range of text, in all of the text in a story, in all stories in a document, or in all stories in all open documents. Misspelled or unknown words, words typed twice in a row (such as “the the”), and words with possible capitalization errors are highlighted.
244 Text 4 When unfamiliar or misspelled words or other possible errors are displayed, choose an option: • Click Skip to continue spell-checking without changing the highlighted word. Click Ignore All to ignore all occurrences of the highlighted word, until InDesign is restarted. • Select a word from the Suggested Corrections list or type the correct word in the Change To box, and then click Change to change only that occurrence of the misspelled word.
245 Text • Select Dictionary. This opens the Dictionary dialog box where you can select the Target dictionary, change hyphenation breaks, and specify a language. If you want to add the word to all languages, choose All Languages from the Language menu, and then click Add. The word is added to the selected dictionary and remains unchanged in the text. • Select Ignore All to ignore occurrences of this word in all documents. When InDesign is restarted, the word is flagged again as a misspelling.
246 Text You can exclude words from being considered. For example, if you want to use an alternate spelling for a common word such as “bicycle,” which you may need to spell in a different way for your company name or for a specific document, add the word to the list of excluded words so that it will be flagged during a spell check. InDesign can maintain a separate set of added and removed words for each installed language.
247 Text 3 Do any of the following: • To remove a dictionary from the list, select it and click the Remove User Dictionary icon least one dictionary per language. . You must have at • If the language dictionary includes a question mark icon next to it, select the dictionary, click the Relink User , and then locate and open the user dictionary. Dictionary icon • To change the order of the user dictionaries, drag and drop them.
248 Text • To modify the list of words that are being ignored during the current InDesign session, choose Ignored Words. This list includes all the words for which you’ve chosen Ignore All. 5 In the word list, edit the word, or select the word and click Remove. 6 Click Done. Export a word list You can export word lists to a text file (.txt) and then import that list of words into a user dictionary in InDesign. The words in the text file must be separated by a space, tab, or paragraph return.
249 Text • To compose text using the hyphenation exceptions list stored inside the document, choose Document. • To compose text using both lists, choose User Dictionary And Document. This is the default setting. 7 To add the exceptions list stored in the external user dictionary to the exceptions list stored within the document, select Merge User Dictionary Into Document. Note: If you work with many different partners or clients, you might want to deselect the Merge User Dictionary Into Document option.
250 Text A Original text frame B Text frame width increases C Column added to the Text Frame Choose Flexible Width from the Columns drop down list in the Text Frame Options dialog box (Object > Text Frame Options) Persistent text frame fitting options Auto-size text frame options make it possible to set up a text frame so that it is automatically resized when you add, delete, or edit text.
251 Text 3 Select an auto size option to apply when text is added or deleted: • Off • Height only • Width only • Height and Width • Height and Width (Keep proportions) 4 From the anchor proxy, click a reference location to resize from. The anchor proxy also indicates how the text frame resizes. 5 Specify the constraints for minimum height and weight, and line breaks.
252 Text If the text you import into your document includes pink, green, or another color of highlighting, you likely have one or more composition preference options turned on. Open the Composition section of the Preferences dialog box, and notice which options are turned on under Highlight. For example, if the pasted text is formatted with fonts not available, the text is highlighted in pink.
253 Text 3 If you like, select text or click in a text frame. Otherwise, the text will be pasted into its own new frame. 4 Do one of the following: • Choose Edit > Paste. If the pasted text doesn’t include all the formatting, you may need to change settings in the Import Options dialog box for RTF documents. • Choose Edit > Paste Without Formatting. (Paste Without Formatting is dimmed if you paste text from another application when Text Only is selected in Clipboard Handling Preferences.
254 Text You can also use a combination of these modifier keys. For example, to copy unformatted text to a new frame, hold down Alt+Shift+Ctrl (Windows) or Option+Shift+Command (Mac OS) after you start dragging. If the text you drop doesn’t have the proper spacing, select the Adjust Spacing Automatically option in Type Preferences. Place (import) text When you place a text or spreadsheet file, you can specify options to determine how the imported text is formatted.
255 Text About import filters InDesign imports most character and paragraph formatting attributes from text files but ignores most page-layout information, such as margin and column settings (which you can set in InDesign). Note the following: • InDesign generally imports all formatting information specified in the word-processing application, except information for word-processing features not available in InDesign. • InDesign can add imported styles to its list of styles for the document.
256 Text Manual Page Breaks Determines how page breaks from the Word file are formatted in InDesign or InCopy. Select Preserve Page Breaks to use the same page breaks used in Word, or select Convert To Column Breaks or No Breaks. Import Inline Graphics Preserves inline graphics from the Word document in InDesign. Import Unused Styles Imports all styles from the Word document, even if the styles aren’t applied to text.
257 Text Microsoft Excel import options You can choose from these options when importing an Excel file: Sheet Specifies the worksheet you want to import. View Specifies whether to import any stored custom or personal views, or to ignore the views. Cell Range Specifies the range of cells, using a colon (:) to designate the range (such as A1:G15). If there are named ranges within the worksheet, these names appear in the Cell Range menu.
258 Text the definition that already exists for that style in the InDesign document. Select Tagged File Definition to use the style as defined in the tagged text. Show List Of Problem Tags Before Place Displays a list of unrecognized tags. If a list appears, you can choose to cancel or continue the import. If you continue, the file may not look as expected. Save Word or RTF import options as presets 1 When placing a Word or RTF file, make sure that Show Import Options is selected, and choose Open.
259 Text Link or embed imported text files By default, text you place in InDesign is not linked to the original text file. However, if you select the Create Links When Placing Text And Spreadsheet Files option in File Handling preferences before you place a file, the name of the text file appears in the Links panel. You can use the Links panel to update and manage the file. When you update a linked text file, any editing or formatting changes applied within InDesign are lost.
260 Text • If the Triple Click To Select A Line option is selected, quadruple-click anywhere in a paragraph to select the entire paragraph. • Quintuple-click to select the entire story, or click anywhere in a story and choose Edit > Select All. Note: If you select text that contains a note anchor, using any of the above procedures, the note and its contents are also selected. If you cannot select text in a frame, the text frame could be on a locked layer or on a master page.
261 Text List of hidden characters Hidden character What it represents End of Paragraph Soft return (line break) Space End of Story Discretionary Hyphen Nonbreaking Hyphen Tab Right Indent Tab Indent to Here End Nested Style Here Non-Joiner Ideographic Space Em Space En Space Nonbreaking Space Nonbreaking Space (Fixed Width) Hair Space Sixth Space Thin Space Quarter Space Third Space Punctuation Space Figure Space Flush Space Column Break Last updated 10/4/2014
262 Text Frame Break Page Break Odd Page Break Even Page Break Forced Line Break InCopy Note InCopy Note (in Story Editor) Position marker (InCopy only) Index marker Index marker (in Story Editor) Hidden conditional text Hidden conditional text (in Story Editor) Bookmark or hyperlink destination marker (often a text anchor) Bookmark or hyperlink destination marker (in Story Editor) Hyperlink destination (in Story Editor) Cross-referenced paragraph Cross-reference hyperlink (in Story Editor) Anchored ob
263 Text Add column, frame, and page breaks Control column, frame, and page breaks by inserting special break characters in the text. 1 Using the Type tool, click to place the insertion point where you want the break to occur. 2 Choose Type > Insert Break Character, and then choose a break option from the submenu. You can also create breaks by using the Enter key on the numeric keypad.
264 Text Use the Story Editor You can edit text in InDesign either on the layout page or in the story editor window. Writing and editing in a story editor window allows the entire story to appear in the typeface, size, and spacing that you specify in Preferences, without layout or formatting distractions. The Story Editor is also where you can view track changes to text. Each story appears in a different story editor window. All the text in the story appears in the story editor, including overset text.
265 Text • Close the story editor window. • Choose the document name from the bottom of the Window menu. Show or hide Story Editor items You can show or hide the style name column and the depth ruler, expand or collapse footnotes, and show or hide paragraph break marks to indicate the start of new paragraphs. These settings affect all open story editor windows, as well as all subsequently opened windows.
266 Text Attribute Icon Deleted text Added text Moved text Text Display Options Choose a display font, size, line spacing, text color, and background. You can also specify a different theme, such as selecting Classic System to view yellow text on a black background. These settings affect the display of text in the story editor window, not how they appear in layout view.
267 Text A “Mac” condition hidden B Hidden condition symbols Conditions can be applied only to text. You can make anchored objects conditional, but only by selecting the anchored object marker. You can apply conditions to text within table cells, but you cannot apply conditions to table cells, columns, or rows. You cannot apply conditions to text in locked InCopy stories.
268 Text To avoid word spacing problems, such as having an unconditional space followed by a conditional space, set standards for handling spaces following conditional text (either always conditional or always unconditional). To avoid confusion, decide the order in which conditional text will appear and use this order throughout the document. Indexes and cross-references When indexing a document, pay attention to whether index markers are placed inside or outside conditional text.
269 Text Show or hide conditions When you hide a condition, all text to which that condition is applied is hidden. Hiding conditions often causes the page numbering to change in a document or book. You can use the Smart Text Reflow feature to add and remove pages automatically as you hide and show conditions. Hidden conditional text is generally ignored in the document.
270 Text To delete multiple conditions, Shift-click to select contiguous conditions, or Ctrl-click (Windows) or Commandclick (Mac OS) to select non-contiguous conditions, and then click the Delete Condition icon. Remove a condition from text Removing a condition tag from text is different from deleting a tag from a document. When you remove a tag from text, the tag remains in the document so it can be applied again later.
271 Text If you select the Conditions section in the Change Format Settings dialog box, the [Any Condition] makes no changes to the found conditional text. This option is useful if you want to apply different formatting, such as a character style. Select [Unconditional] to remove all conditions from the found text. If you select a specific condition, specify whether you want it to replace any condition applied to the found text or be added to it.
272 Text Note: When you generate a live caption that displays a long string of text, such as a Description, the caption does not break across lines because it is a variable. If a caption is compressed into a single line, consider converting a live caption to a static caption. To convert a live caption to a static caption, select the live caption and choose Object > Captions > Convert To Static Caption. You can also generate a static caption while placing an image.
273 Text 3 With the insertion point in the text frame, choose Type > Text Variables > Insert Variable, and then choose the caption variable you want to include. Insert as many caption variables as needed. 4 Move the caption text frame next to an image frame, or group the caption text frame with the image frame. If the caption variable is blank, edit the image metadata, and then use the Links panel to update the image. To edit image metadata, see Edit metadata in image files.
274 Text Turn on change tracking 1 Choose Window > Editorial > Track Changes to open the Track Changes panel (InDesign), or choose Window > Track Changes to open the Track Changes toolbar (InCopy). 2 With the insertion point in text, do any of the following: • To enable change-tracking in only the current story, click the Enable Track Changes In Current Story icon . • (InDesign) To enable tracking in all stories, choose Enable Track Changes In All Stories from the Track Changes panel menu.
275 Text • (InCopy) To disable tracking in all open stories in a multistory document, choose Changes > Disable Tracking In All Stories. Note: If you disable tracking, no further changes are tracked. Previously tracked changes are not affected. View change information in the Track Changes panel 1 Choose Window > Track Changes. 2 Click the insertion point in a change. The Track Changes panel displays the date, time, and other change information.
276 Text 4 Select Prevent Duplicate User Colors to ensure that all users are assigned different colors. 5 To show change bars, select the Change Bars option. Choose a color from the Change Bar Color menu, and specify whether you want change bars to appear in the left or right margin. 6 Select Include Deleted Text When Spellchecking if you want to spell-check text marked to be deleted. 7 Click OK. Change the user name and color 1 Choose File > User.
277 Text • To convert the note to text, select the note bookends (in Story Editor). • To move the insertion point out of a note, place the insertion point at the beginning or end of the note. 2 Choose Type > Notes > Notes Mode. Manage notes A note anchor marks the location of a note. The Notes panel displays the contents of the note, along with specific information about the note. • To convert text to a note, select text and choose Type > Notes > Convert To Note. A new note is created.
278 Text Glyphs panel overview Enter glyphs by way of the Glyphs panel. The panel initially shows glyphs in the font where the cursor is located, but you can view a different font, view a type style in the font (for example, Light, Regular, or Bold), and make the panel display a subset of glyphs in the font (for example, math symbols, numbers, or punctuation symbols).
279 Text OpenType fonts such as Adobe Caslon™ Pro provide multiple glyphs for many standard characters. Use the Glyphs panel when you want to insert these alternate glyphs in your document. You can also use the Glyphs panel to view and insert OpenType attributes such as ornaments, swashes, fractions, and ligatures. Insert special characters You can insert common characters such as em dashes and en dashes, registered trademark symbols, and ellipses.
280 Text 1 Choose Type > Glyphs to display the Glyphs panel. 2 Select Alternates For Selection from the Show list. 3 Using the Type tool, select a character in your document. 4 Do one of the following to replace the selected character in the document: • Double-click a glyph in the Glyphs panel. • Select a glyph on the menu. Display OpenType glyph attributes in the Glyphs panel For easy selection, the Glyphs panel allows you to display characters for only the selected OpenType attributes.
281 Text 1 In the Glyphs panel, choose an OpenType font from the font list. 2 Choose an option from the Show menu. The options displayed vary depending on which font is selected. For information on applying OpenType font attributes, see Apply OpenType font attributes . For more information on OpenType fonts, see www.adobe.com/go/opentype. Highlight alternate glyphs in the text 1 Choose Edit > Preferences > Composition (Windows) or InDesign > Preferences > Composition (Mac OS).
282 Text Unicode Order All glyphs are listed by the order of their unicode values. 5 To add glyphs to the custom set, select the font containing the glyph at the bottom of the Glyphs panel, click the glyph to select it, and then choose the name of the custom glyph set from the Add To Glyph Set menu on the Glyphs panel menu. View a custom glyph set ❖ Do one of the following on the Glyphs panel: • Choose the glyph set on the Show list.
283 Text Use quotation marks You can specify different quotation marks for different languages. These quotation mark characters appear automatically during typing if the Use Typographer’s Quotes option is selected in the Type section of the Preferences dialog box. Specify which quotation marks to use 1 Choose Edit > Preferences > Dictionary (Windows) or InDesign > Preferences > Dictionary (Mac OS). 2 Choose a language from the Language menu.
284 Text Equal in width to the size of the type. In 12-point type, an em space is 12 points wide. En Space One-half the width of an em space. Nonbreaking Space The same flexible width as pressing the spacebar, but it prevents the line from being broken at the space character. Nonbreaking Space (Fixed Width) A fixed width space prevents the line from being broken at the space character, but does not expand or compress in justified text.
285 Text Linked stories (CS5.5) Replicating content across various pages is no easy task; copy-pasting is error prone and time consuming. Use linked stories to manage multiple versions of a story or text content in the same document. Linked stories make it easier to support emerging workflows, where for example, you need to design for vertical and horizontal layouts.
286 Text 3 Select the options as required: • Update Link When Saving Document • Warn if Link Update will Overwrite Local Edits • Remove Forced Line Breaks Tip: To specify default story options, with all documents closed, open the links panel menu and choose Linked Story Options. Tip: To specify Linked Story Options while creating linked stories, press the Shift key when you choose Edit > Place and Link Story.
287 Text Linking text stories (PDF, 217 KB) A short tutorial on the Place and Link Story feature in InDesign CS5.5. Linking text stories (PDF, 217 KB) Track text changes (video 2:01) Learn how to collaborate with even greater efficiency using new Track Text Changes in InDesign CS5 and later.
288 Chapter 5: Styles Paragraph and character styles About character and paragraph styles A character style is a collection of character formatting attributes that can be applied to text in a single step. A paragraph style includes both character and paragraph formatting attributes, and can be applied to a paragraph or range of paragraphs. Paragraph styles and character styles are found on separate panels. Paragraph and characters styles are sometimes called text styles.
289 Styles Jeff Witchel provides a video tutorial about using the Next Style feature at Using the Next Style feature. Styles panel overview Use the Character Styles panel to create, name, and apply character styles to text within a paragraph; use the Paragraph Styles panel to create, name, and apply paragraph styles to entire paragraphs. Styles are saved with a document and display in the panel each time you open that document.
290 Styles When specifying a Character Color in the Style Options dialog box, you can create a new color by double-clicking the fill or stroke box. 9 For character styles, attributes you do not specify are ignored; when the style is applied, text will retain the paragraph style formatting for that attribute. To remove an attribute setting from a character style: • From a setting’s menu, choose (Ignore). • In a text box, delete the option text.
291 Styles 2 Double-click the InDesign document containing the styles you want to import. 3 In the Load Styles dialog box, make sure that a check mark appears next to the styles you want to import.
292 Styles Convert Word styles to InDesign styles While importing a Microsoft Word document into InDesign or InCopy, you can map each style used in Word to a corresponding style in InDesign or InCopy. By doing so, you specify which styles format the imported text. A disk icon appears next to each imported Word style until you edit the style in InDesign or InCopy. 1 Do one of the following: • To add the Word document to existing text in InDesign or InCopy, choose File > Place.
293 Styles 3 If any unwanted formatting remains in the text, choose Clear Overrides from the Paragraph Styles panel. Apply sequential styles to multiple paragraphs The Next Style option specifies which style will be automatically applied when you press Enter or Return after applying a particular style. It also lets you apply different styles to multiple paragraphs in a single action. For example, suppose you have three styles for formatting a newspaper column: Title, Byline, and Body.
294 Styles Redefine a style to match selected text After you apply a style, you can override any of its settings. If you decide you like the changes you made, you can redefine the style so that it matches the formatting of the text you changed. Note: If you redefine styles in InCopy content linked to an InDesign document, the modifications are overridden when the linked content is updated. 1 Using the Type tool , select the text formatted with the style you want to redefine.
295 Styles • To apply a paragraph style and remove both character styles and overrides, hold down Alt+Shift (Windows) or Option+Shift (Mac OS) as you click the name of the style in the Paragraph Styles panel. Right-click (Windows) or Control-click (Mac OS) the style in the Paragraph Styles panel, and then choose an option from the context menu. You can then clear overrides, character styles, or both while applying the style. Clear paragraph style overrides 1 Select the text containing the overrides.
296 Styles 2 For Search, select Document to change the style throughout the document. 3 Leave the Find What and Change To options blank. If the Find Format and Change Format boxes don’t appear at the bottom of the dialog box, click More Options. 4 Click the Find Format box to display the Find Format Settings dialog box. Under Style Options, select the character or paragraph style you want to search for, and then click OK. 5 Click the Change Format box to display the Change Format Settings dialog box.
297 Styles When creating styles, you might find that several styles share some of the same characteristics. Rather than setting those characteristics each time you define the next style, you can base one object style on another. When you change the base style, any shared attributes that appear in the “parent” style change in the “child” style as well. Object Styles panel overview Use the Object Styles panel to create, edit, and apply object styles.
298 Styles 7 To apply effects, choose an option in Effects For (Object, Stroke, Fill, or Text), and then select categories of effects and specify their settings. You can specify different effects for each category. Indicate which Effects categories should be turned on, turned off, or ignored in the style. 8 Under Export Options, select an option and specify export parameters for the option. You can define Alt text for placed images and graphics.
299 Styles A Turned on B Ignored C Turned off Note: Categories in which the settings can be turned on or off individually, such as Fill, Stroke, and Transparency, have only two states. They can either be turned on or ignored. The Paragraph Styles category is ignored by default, even if you’re creating a text frame. This category is applicable only if the object is an unthreaded text frame.
300 Styles For each new document, the Object Styles panel lists a default set of object styles. Whenever you create an object, an object style is applied to it. By default, if you create a text frame, the [Basic Text Frame] object style is applied. If you place an image or draw a path or shape, the [Basic Graphics Frame] object style is applied. If you create a frame grid, the [Basic Grid] object style is applied. If you draw a placeholder shape that has an X in it, the [None] object style is applied.
301 Styles Break the link to an object style You can break the link between an object and the style applied to it. The object will retain the same attributes, but will no longer change if the style is changed. 1 Select the object that has the object style applied to it. 2 Choose Break Link To Style from the Object Styles panel menu. If you don’t want to retain the formatting of the object style, choose [None] in the Object Styles panel.
302 Styles Redefine an object style After you apply an object style, you can override any of its settings. If you decide you like the changes you made to a particular object, you can redefine the style so that it matches the formatting of the object you changed. Be aware that the Redefine Object Style command redefines only categories that are turned on or turned off, but not categories that are ignored.
303 Styles Apply a character style to a drop cap You can apply a character style to the drop-cap character or characters in a paragraph. For example, if you want a dropcap character to have a different color and font than the rest of the paragraph, you can define a character style that has these attributes. Then you can either apply the character style directly to a paragraph, or you can nest the character style in a paragraph style.
304 Styles Michael Murphy provides an article on nested styles at InDesign's Nested Styles Auto-Format Multiple Paragraphs. He also provides a series of video tutorials that starts at Nested Style Sheets. Create one or more nested styles 1 Create one or more character styles that you want to use to format text. 2 Do one of the following: • To add nested styles to a paragraph style, double-click the paragraph style, and then click Drop Caps And Nested Styles.
305 Styles 4 Do any of the following for each style, and then click OK: • Click the character style area, and then select a character style to determine the appearance of that section of the paragraph. If you haven’t created a character style, choose New Character Style and specify the formatting you want to use. • Specify the item that ends the character style formatting. You can also type the character, such as a colon (:) or a specific letter or number. You cannot type a word.
306 Styles 4 Do either of the following: • For nested styles, click New Nested Style again, choose [Repeat] in the character style area, and specify how many nested styles will be repeated. • For nested line styles, click New Nested Line Style again, choose [Repeat] in the character style area, and specify how many lines will be repeated. In some cases, you may want to skip the first style or styles.
307 Styles Words Any space or white space character indicates the end of a word. Characters Any character other than zero-width markers (for anchors, index markers, XML tags and so on) is included. Note: If you select Characters, you can also type a character, such as a colon or a period, to end the nested style. If you type multiple characters, any of those characters will end the style.
308 Styles A Character style B GREP expression David Blatner provides real-world examples of GREP styles at 5 Cool Things You Can Do with GREP Styles. Cari Jansen provides a four-part series about GREP styles that begins at Introducing GREP Styles. 1 Do one of the following: • To apply GREP styling to individual paragraphs, select the paragraphs and choose Grep Styles from the Paragraph or Control panel menu.
309 Styles Duplicate styles or style groups ❖ Right-click (Windows) or Control-click (Mac OS) a style or style group in the Styles panel, and then choose Duplicate Style. A new style or group appears in the Styles panel, with the same name followed by “copy.” If you duplicated a group of styles, the style names within the new group remain the same. You can also duplicate styles by copying them to another group.
310 Styles If you want to use the same replacement style for all styles, select Apply To All. If you cancel the replacement of any style, the group is not deleted. You can recover deleted styles by choosing Edit > Undo Delete Styles. Move and reorder styles By default, styles you create appear at the bottom of the style group or panel. • To alphabetize all groups and styles within groups, choose Sort By Name from the Styles panel menu. • To move a single style, drag it to a new location.
311 Chapter 6: Typography Using fonts About fonts A font is a complete set of characters—letters, numbers, and symbols—that share a common weight, width, and style, such as 10-pt Adobe Garamond Bold. Typefaces (often called type families or font families) are collections of fonts that share an overall appearance, and are designed to be used together, such as Adobe Garamond. A type style is a variant version of an individual font in a font family.
312 Typography When you apply a bold or italic style to type, InDesign applies the typeface style specified by the font. In most cases, the specific version of bold or italic is applied as expected. However, some fonts may apply a bold or italic variation that isn’t exactly labeled bold or italic, respectively. For example, some font designers specify that when you apply bold to a font, the semibold variation is applied. 1 Select the text you want to change.
313 Typography OpenType fonts OpenType fonts use a single font file for both Windows® and Macintosh® computers, so you can move files from one platform to another without worrying about font substitution and other problems that cause text to reflow. They may include a number of features, such as swashes and discretionary ligatures, that aren’t available in current PostScript and TrueType fonts. OpenType fonts display the icon.
314 Typography Note: OpenType fonts vary greatly in the number of type styles and kinds of features they offer. If an OpenType feature is unavailable, it’s surrounded in square brackets (such as [Swash]) in the Control panel menu. Discretionary Ligatures Font designers may include optional ligatures that shouldn’t be turned on in all circumstances. Selecting this option allows these additional optional ligatures to be used, if they are present.
315 Typography Tabular Oldstyle Varying-height figures with fixed, equal widths are provided. This option is recommended when you want the classic appearance of old-style figures, but you need them to align in columns, as in an annual report. Default Figure Style Figure glyphs use the default figure style of the current font. Work with missing fonts When you open or place documents that include fonts not installed on your system, an alert message appears, indicating which fonts are missing.
316 Typography If you don’t have access to the missing fonts, use the Find Font command to search for and replace missing fonts. Highlight substituted fonts in your document If the Select Substituted Fonts preferences option is selected, text formatted with missing fonts appears in pink highlighting so that you can easily identify text formatted with a missing font. 1 Choose Edit > Preferences > Composition (Windows®) or InDesign > Preferences > Composition (Mac OS®).
317 Typography Some Type1 fonts are not available in the document. In addition, Mac OS fonts are not available when running InDesign in Windows. For a video on using document installed fonts, see Sharing files with easy access to the document fonts (video). Multiple master fonts Multiple master fonts are customizable Type 1 fonts whose typeface characteristics are described in terms of variable design axes, such as weight, width, style, and optical size.
318 Typography 2 Click to place an insertion point, or select the text that you want to format. 3 In the Control panel, click the Character Formatting Control icon or the Paragraph Formatting Control icon . A Character formatting controls B Paragraph formatting controls 4 Specify formatting options.
319 Typography Copy type attributes to selected text 1 With the Type tool or Path Type tool , select the text to which you want to copy attributes. 2 Using the Eyedropper tool , click the text from which you want to copy attributes. (The text from which you want to copy attributes must be in the same InDesign document as the text you want to change.) The Eyedropper , to indicate that it’s loaded with the attributes you copied.
320 Typography 4 Select the item you want to apply, and then: • To apply a style, menu command, or variable, press Enter or Return. • To apply a paragraph style and remove overrides, press Alt+Enter (Windows) or Option+Return (Mac OS). • To apply a paragraph style and remove overrides and character styles, press Alt+Shift+Enter (Windows) or Option+Shift+Return (Mac OS). • To apply an item without closing the Quick Apply list, press Shift+Enter (Windows) or Shift+Return (Mac OS).
321 Typography The Paragraph Composer approaches composition by identifying possible breakpoints, evaluating them, and assigning a weighted penalty to them based on such principles as evenness of letterspacing, word spacing, and hyphenation. You can use the Hyphenation dialog box to determine the relationship between better spacing and fewer hyphens. (See Hyphenate text.) The Adobe Single-line Composer Offers a traditional approach to composing text one line at a time.
322 Typography • Press Ctrl+Shift+- (Windows) or Command+Shift+- (Mac OS) to insert a discretionary hyphen. Note: Entering a discretionary hyphen in a word does not guarantee that the word will be hyphenated. Whether or not the word breaks depends on other hyphenation and composition settings. However, entering a discretionary hyphen in a word does guarantee that the word can be broken only where the discretionary hyphen appears.
323 Typography Another way to prevent a word from breaking is to place a discretionary hyphen at the beginning of the word. Press Ctrl+Shift+- (Windows) or Command+Shift+- (Mac OS) to insert a discretionary hyphen. Create a nonbreaking hyphen 1 Using the Type tool , click where you want to insert the hyphen. 2 Choose Type > Insert Special Character > Hyphens And Dashes > Nonbreaking Hyphen. Create a nonbreaking space 1 Using the Type tool , click where you want to insert the space.
324 Typography 3 Type values for Glyph Scaling Minimum, Desired, and Maximum. Then click OK. Glyph scaling can help in achieving even justification; however, values more than 3% from the 100% default value may result in distorted letter shapes. Unless you’re striving for a special effect, it’s best to keep glyph scaling to subtle values, such as 97–100–103.
325 Typography Formatting characters Apply baseline shift Use Baseline Shift to move a selected character up or down relative to the baseline of the surrounding text. This option is especially useful when you’re hand-setting fractions or adjusting the position of inline graphics. 1 Select text. 2 In the Character panel or Control panel, type a numeric value for Baseline Shift .
326 Typography 1 From the Character panel menu or the Control panel menu, choose Underline Options or Strikethrough Options. 2 Do any of the following, and then click OK: • Select Underline On or Strikethrough On to turn on underline or strikethrough for the current text. • For Weight, choose a weight or type a value to determine the thickness of the underline or strikethrough line. • For Type, select one of the underline or strikethrough options. • For Offset, determine the vertical position of the line.
327 Typography Change the color, gradient, or stroke of text You can apply colors, gradients, and strokes to characters and continue to edit the text. Use the Swatches panel and Stroke panel to apply colors, gradients, and strokes to text, or change Character Color settings when creating or editing a style. A Swatch affects fill or stroke B Swatch affects container or text C Tint percentage 1 Do one of the following: • To apply color changes to text inside a frame, use the Type tool to select text.
328 Typography You can choose Object if you want the effects you choose to apply to the text frame’s stroke and fill as well as the text inside it. 4 Specify the effect attributes and click OK. If you want to change the text’s blending mode or opacity settings, make these changes on the Effects panel. Assign a language to text Assigning a language to text determines which spelling and hyphenation dictionary is used. Assigning a language does not change the actual text.
329 Typography If you select All Caps or Small Caps in an OpenType font, InDesign creates more elegant type. If you’re using an OpenType font, you can also choose All Small Caps from the Character panel menu or the Control panel. (See Apply OpenType font attributes .) 1 Select text. 2 Choose All Caps or Small Caps in the Character panel menu or in the Control panel. If the text was originally typed in all caps, selecting Small Caps will not change the text.
330 Typography A Unscaled type B Unscaled type in condensed font C Scaled type in condensed font Adjust vertical or horizontal scaling 1 Select text you want to scale. 2 In the Character panel or Control panel, type a numeric value to change the percentage of Vertical Scaling Horizontal Scaling or .
331 Typography Tracking scale changes to frames is useful if you have to revert a frame and the text inside it to their original size. It’s useful as well for finding out by how much you changed the size of a frame. To track scale changes to frames and the text inside these frames: 1 Choose Edit > Preferences > General (Windows) or InDesign > Preferences > General (Mac OS). 2 Select Adjust Scaling Percentage, and then click OK.
332 Typography Align or justify text Text can be aligned with one or both edges (or insets) of a text frame. Text is said to be justified when it is aligned with both edges. You can choose to justify all text in a paragraph excluding the last line (Justify Left or Justify Right), or you can justify text in a paragraph including the last line (Justify All). When you have only a few characters on the last line, you may want to use a special end-of-story character and create a flush space.
333 Typography Note: The baseline grid is visible only if the document zoom level is greater than the view threshold setting in Grids Preferences. You may need to zoom in to view the baseline grid. Align paragraphs to the baseline grid 1 Select text. 2 In the Paragraph panel or Control panel, click Align To Baseline Grid . To ensure that the leading of your text does not change, set the baseline grid leading to the same leading value as your text, or to a factor thereof.
334 Typography A Heading that spans columns B Split column Span a paragraph across columns 1 Place the insertion point inside the paragraph. You can also make this feature part of a paragraph style, such as a heading style. 2 Choose Span Columns from the Control panel menu or a Paragraph panel menu. 3 Choose Span Columns from the Paragraph Layout menu. 4 Choose the number of columns you want the paragraph to span from the Span menu. Choose All if you want the paragraph to span across all the columns.
335 Typography Vertical text alignment and justification is calculated from the baseline positions of each line of text in the frame. Keep the following in mind as you adjust vertical alignment: • The top of the frame is defined as the baseline of the first line of top-aligned text. The First Baseline Offset option in the Text Frame Options dialog box affects this value. • The bottom of the frame is defined as the baseline of the last line of bottom-aligned text. Footnote text is not justified.
336 Typography An easy way to adjust the Paragraph Spacing Limit value is to select Preview, and then click the up or down arrow next to the Paragraph Spacing Limit value until paragraph spacing appears to be balanced with leading. More Help topics Change Justification settings Change the grid display Frame grid properties Align text of different sizes Grids Set baseline grids for a text frame Formatting paragraphs Adjust paragraph spacing You can control the amount of space between paragraphs.
337 Typography 2 In the Paragraph panel or Control panel, type a number for Drop Cap Number Of Lines to indicate the number of lines you want the drop cap to occupy. 3 For Drop Cap One Or More Characters , type the number of drop cap characters you want. 4 To apply a character style to the drop cap character, choose Drop Caps And Nested Styles from the Paragraph panel menu, and then choose the character style you created.
338 Typography 5 Select Preview to see what the rule will look like. 6 For Weight, choose a weight or type a value to determine the thickness of the rule. For Rule Above, increasing the weight expands the rule upwards. For Rule Below, increasing the weight expands the rule downward. 7 Select Overprint Stroke when you want to make sure that the stroke doesn’t knock out underlying inks on a printing press. 8 Do one or both of the following: • Choose a color.
339 Typography Keep Options Choose Keep Options from the Paragraph panel menu to specify how many lines in the following paragraph remain with the current paragraph. Start Paragraph Use Start Paragraph in the Keep Options dialog box to force a paragraph (usually a title or heading) to appear at the top of a page, column, or section. This option works especially well as part of a heading paragraph style. Hyphenation Settings Choose Hyphenation from the Paragraph panel menu to change hyphenation settings.
340 Typography 1 Select a text frame, or click anywhere in the story. 2 Choose Type > Story. 3 Select Optical Margin Alignment. 4 Select a font size to set the appropriate amount of overhang for the size of type in your story. For optimal results, use the same size as the text. To turn off Optical Margin Alignment for an individual paragraph, choose Ignore Optical Margin from the Paragraph panel menu or Control panel menu.
341 Typography Change leading By default, leading is a character attribute, which means that you can apply more than one leading value within the same paragraph. The largest leading value in a line of type determines the leading for that line. However, you can select a preferences option so that leading applies to the entire paragraph, instead of to text within a paragraph. This setting does not affect the leading in existing frames. Change leading of selected text 1 Select the text you want to change.
342 Typography A Tab alignment buttons B Tab position C Tab Leader box D Align On box E Tab ruler F Snap above frame When you do this in a vertical text frame, the Tabs dialog box also becomes vertical. When the Tabs dialog box direction is not consistent with the text frame direction, click on the magnet icon to snap the rulers to the current text frame. Open the Tabs dialog box 1 Using the Type tool, click in the text frame. 2 Choose Type > Tabs.
343 Typography Bob Bringhurst provides an article about various tab and indent effects at Tabs and Indents Gallery. 1 To see the effect of changing tab settings, choose View > Layout View. 2 Using the Type tool , click an insertion point in the paragraph. 3 Press the Tab key. Add tabs in the paragraphs where you want to add horizontal space. (You can also add tabs after you create your tab settings.) 4 Choose Type > Tabs to display the Tabs dialog box.
344 Typography Repeat tabs The Repeat Tab command creates multiple tabs based on the distance between the tab and the left indent or the previous tab stop. 1 Click an insertion point in the paragraph. 2 In the Tabs panel, select a tab stop on the ruler. 3 Choose Repeat Tab from the panel menu. A Tab-alignment buttons B Tab stop on the ruler C Panel menu Move, delete, and edit tab settings Use the Tabs dialog box to move, delete, and edit tab settings.
345 Typography 2 In the Align On box, type the character to which you want to align. You can type or paste any character. Make sure that the paragraphs you’re aligning contain that character. Add tab leaders A tab leader is a repeated pattern of characters, such as a series of dots or dashes, between a tab and the following text. 1 In the Tabs panel, select a tab stop on the ruler. 2 Type a pattern of as many as eight characters in the Leader box, and then press Enter or Return.
346 Typography When setting CJK characters, you can use the mojikumi setting to specify the indent for the first line. However, for text in which the first line indent was specified in the Paragraph panel, if you specify indents in mojikumi settings, you can make the text indent the sum value of both indents. Bob Bringhurst provides an article about various tab and indent effects at Tabs and Indents Gallery.
347 Typography 1 Using the Type tool , click in the paragraph you want to indent. 2 In the Tabs dialog box or the Control panel, specify a left indent value greater than zero. 3 To specify a negative first-line left indent value, do one of the following: • In the Control panel, type a negative value for the first-line left indent . • In the Tabs dialog box, drag the top marker to the left, or select the marker and type a negative value for X.
348 Typography Use Indent To Here You can use the Indent To Here special character to indent lines in a paragraph independently of a paragraph’s left indent value. The Indent To Here special character is different from the paragraph’s left indent in the following ways: • Indent To Here is part of the text flow, as if it were a visible character. If text reflows, the indent moves with it.
349 Typography Optical kerning adjusts the spacing between adjacent characters based on their shapes, and is optimized for use with Roman glyphs. Some fonts include robust kern-pair specifications. However, when a font includes only minimal builtin kerning or none at all, or if you use two different typefaces or sizes in one or more words on a line, you may want to use the optical kerning option for the Roman text in your document.
350 Typography 3 In the Character panel or Control panel, select Metrics or Metrics - Roman Only in the Kerning menu. Note: If Metrics is applied to fonts (including some Japanese OpenType fonts) which do not contain pair kerning information, spacing for each character will be set to “0” and character compression will not occur. To avoid using the built-in kerning information of a font for selected text, choose “0” in the Kerning menu. Note: The default setting is Metrics – Roman Only.
351 Typography Adjust tracking 1 Select a range of characters. 2 In the Character panel or Control panel, type or select a numeric value for Tracking . Highlight text containing custom kerning and tracking In some instances, you’ll want to be aware of text that has custom tracking and kerning applied. If you select the Custom Tracking/Kerning preferences option, green highlighting appears over text with custom tracking or kerning.
352 Chapter 7: Tables Creating tables A table consists of rows and columns of cells. A cell is like a text frame in which you can add text, anchored frames, or other tables. Create tables in Adobe InDesign CS5 or export them from other applications. Note: To create, edit, and format tables in Adobe InCopy, make sure that you are in Layout view. Create tables A table consists of rows and columns of cells. A cell is like a text frame in which you can add text, inline graphics, or other tables.
353 Tables Create a table from existing text Before you convert text to a table, make sure that you set up the text properly. 1 To prepare the text for conversion, insert tabs, commas, paragraph returns, or another character to separate columns. Insert tabs, commas, paragraph returns, or another character to separate rows. (In many instances, text can be converted to a table without having to be edited.) 2 Using the Type tool , select the text you want to convert to a table.
354 Tables You can also copy and paste tabbed text across a selection of table cells. This technique is a great way to replace content while preserving formatting. For example, suppose you want to update the content of a formatting table in a monthly magazine. One possibility is to link to an Excel spreadsheet. However, if your content comes from a different source, you can copy the tabbed text containing the new content, select the range of cells in the formatted InDesign table, and paste.
355 Tables Convert existing rows to header or footer rows 1 Select the rows at the top of the table to create header rows, or at the bottom of the table to create footer rows. 2 Choose Table > Convert Rows > To Header or To Footer. Change header or footer row options 1 Place the insertion point in the table, and then choose Table > Table Options > Headers And Footers. 2 Specify the number of header or footer rows. Blank rows may be added to the top or bottom of the table.
356 Tables 5 Drag-and-drop the selected row or column to the intended position. The total count of rows or columns increases as the selected entity has been duplicated. You can also copy the contents from header and footer rows to body rows (by pressing Alt/Opt key). Likewise, body rows can also be duplicated and converted to header and footer rows. You can only drag-drop header rows within header section (applicable only if you have multiple header rows) unless alt/opt is used for duplicating the rows.
357 Tables Note: There is one important difference between text styles and table styles. While all character styles attributes can be part of a paragraph style, cell style attributes are not part of the table style. For example, you cannot use a table style to change the border color of interior cells. Instead, create a cell style and include it in the table style.
358 Tables When you position the insertion point in a cell or table, any style that is applied is highlighted in either of the panels. The name of any cell style that is applied through a table style appears in the lower left corner of the Cell Styles area. If you select a range of cells that contains multiple styles, no style is highlighted and the Cell Styles panel displays “(Mixed).” Open the Table Styles or Cell Styles panel ❖ Choose Window > Styles, and choose Table Styles or Cell Styles.
359 Tables 3 In the Load Styles dialog box, make sure that a check mark appears next to the styles you want to import. If any existing style has the same name as one of the imported styles, choose one of the following options under Conflict With Existing Style, and then click OK: Use Incoming Style Definition Overwrites the existing style with the loaded style and applies its new attributes to all cells in the current document that used the old style.
360 Tables 2 Adjust settings in the dialog box, and then click OK. Delete table and cell styles When you delete a style, you can select a different style to replace it, and you can choose whether to preserve the formatting. 1 Select the style in the Styles panel. 2 Do one of the following: • Choose Delete Style from the panel menu. • Click the Delete icon at the bottom of the panel, or drag the style to the Delete icon.
361 Tables • To apply a table style and remove both cell styles and overrides, hold down Alt+Shift (Windows) or Option+Shift (Mac OS) as you click the style in the Table Styles panel. Right-click (Windows) or Control-click (Mac OS) the style in the Table Styles panel, and then choose Apply [table style], Clear Cell Styles to apply a style and clear cell styles.
362 Tables Resize columns, rows, and tables You can resize columns, rows, and tables using a number of different methods. Resize columns and rows 1 Select cells in the columns and rows you want to resize. 2 Do one of the following: • In the Table panel, specify Column Width and Row Height settings. • Choose Table > Cell Options > Rows And Columns, specify Row Height and Column Width options, and then click OK.
363 Tables Change the spacing before or after a table 1 Place the insertion point in the table and choose Table > Table Options > Table Setup. 2 Under Table Spacing, specify different values for Space Before and Space After, and then click OK. Note that changing the spacing before the table does not affect the spacing of a table row that falls at the top of a frame.
364 Tables Note: When you use the Tabs ruler to apply a decimal tab to a cell or group of cells, you usually don’t need to press Tab at the beginning of each paragraph to decimal-align the text in the cells. Paragraphs are automatically aligned on the decimal character, unless the paragraph contains additional formatting, such as center alignment, that overrides the decimal tab. Change the alignment of text within a table cell 1 Using the Type tool , select the cell or cells you want to affect.
365 Tables Split cells You can split cells horizontally or vertically, which is especially useful when creating form tables. You can select multiple cells and split them vertically or horizontally. 1 Place the insertion point in the cell you want to split, or select a row, column, or block of cells. 2 Choose Table > Split Cell Vertically or Split Cell Horizontally. Work with overset cells In most cases, a table cell will expand vertically to accommodate new text and graphics being added.
366 Tables Selecting and editing tables Select table cells, rows, and columns When you select part or all of the text in a cell, that selection has the same appearance as would text selected outside a table. However, if the selection spans more than one cell, the cells and their contents are both selected.
367 Tables • Drag the Type tool across the entire table. You can also select a table in the same way you select an anchored graphic—place the insertion point immediately before or after a table, and then hold down Shift while pressing the Right Arrow key or Left Arrow key, respectively, to select the table. Insert rows and columns You can insert rows and columns using a number of different methods. Insert a row 1 Place the insertion point in a row below or above where you want the new row to appear.
368 Tables Insert a row or column by dragging When adding columns, if you drag more than one and one-half times the width of the column being dragged, new columns are added that have the same width as the original column. If you drag to insert only one column, that column can have a narrower or wider width than the column from where you dragged. The same behavior is true of rows, unless the Row Height for the row being dragged is set to At Least.
369 Tables Move within a table using arrow keys Press the arrow keys to navigate within and between table cells. If you press the Right Arrow key when the insertion point is at the end of the last cell in a row, the insertion point moves to the beginning of the first cell in the same row. Similarly, if you press the Down Arrow key when the insertion point is at the end of the last cell in a column, the insertion point moves to the beginning of the first cell in the same column.
370 Tables Combine tables Use the Paste command to merge two or more tables into a single table. 1 In the target table, insert at least as many blank rows as you’ll be pasting from the other tables. (If you insert fewer rows than are copied, you cannot paste.) 2 In the source table, select the cells you want to copy. (If you copy more column cells than are available in the target table, you cannot paste.
371 Tables More Help topics Keys for tables Resize columns, rows, and tables Table and cell styles Table strokes and fills About table strokes and fills You can add strokes and fills to your tables in a number of ways. Use the Table Options dialog box to change the stroke of the table border, and to add alternating strokes and fills to columns and rows.
372 Tables Add stroke and fill using Cell Options You can determine which cell lines are formatted with a stroke or fill by selecting or deselecting lines in the Preview proxy. If you want to change the appearance of all rows or columns in the table, use an alternating stroke or fill pattern in which the second pattern is set to 0. 1 Using the Type tool , place the insertion point in or select the cell or cells in which you want to add a stroke or fill.
373 Tables 3 Click in the Gradient Ramp to apply a gradient to the selected cells. Adjust the gradient settings as necessary. Add diagonal lines to a cell 1 Using the Type tool , place the insertion point in or select the cell or cells in which you want to add diagonal lines. 2 Choose Table > Cell Options > Diagonal Lines. 3 Click the button for the type of diagonal line you want to add.
374 Tables Add alternating strokes to a table 1 With the insertion point in a cell, choose Table > Table Options > Alternating Row Strokes or Alternating Column Strokes. 2 For Alternating Pattern, select the type of pattern you want to use. Select Custom if you want to specify a pattern; for example, one column with a thick black line followed by three columns with thin yellow lines. 3 Under Alternating, specify the fill options for both the first pattern and the next pattern.
375 Chapter 8: Interactivity Hyperlinks Hyperlinks panel overview You can create hyperlinks so that when you export to Adobe PDF or SWF in InDesign, a viewer can click a link to jump to other locations in the same document, to other documents, or to websites. Hyperlinks you export to PDF or SWF in InCopy are not active. A source is hyperlinked text, a hyperlinked text frame, or a hyperlinked graphics frame.
376 Interactivity By Name Displays the hyperlinks in alphabetical order. By Type Displays the hyperlinks in groups of similar type. Display hyperlinks in smaller rows ❖ Choose Small Panel Rows from the Hyperlinks panel menu. Create hyperlinks You can create hyperlinks to pages, URLs, text anchors, email addresses, and files. If you create a hyperlink to a page or text anchor in a different document, make sure that the exported files appear in the same folder.
377 Interactivity Note: If a URL hyperlink isn’t working in the exported PDF, there may be a problem with the hyperlink being a “Shared Destination”. Deselect the Shared Hyperlink Destination checkbox, and then click OK. Create a hyperlink to a file When you create a hyperlink to a file, clicking the hyperlink in the exported PDF or SWF file opens the file in its native application, such as Microsoft Word for .doc files.
378 Interactivity • Select Fit In Window to display the current page in the destination window. • Select Fit Width or Fit Height to display the width or height of the current page in the destination window. • Select Fit Visible to display the page so that its text and graphics fit the width of the window, which usually means that the margins are not displayed. • Select Inherit Zoom to display the destination window at the magnification level the reader uses when the hyperlink is clicked.
379 Interactivity Create a hyperlink to any shared destination While creating a hyperlink, if you choose Shared Destination from the Link To menu, you can specify any named destination. A destination is named when you add a URL using the URL text box or when you select Shared Hyperlink Destination while creating a hyperlink to a URL, file, or email address. 1 Select the text, frame, or graphic you want to be the source of the hyperlink.
380 Interactivity 2 For Scope, indicate whether your want to convert URLs in the entire document, the current story, or the current selection. 3 To apply a character style to the hyperlink, select a character style from the Character Style menu. 4 Do any of the following, and then click Done. • Click Find to locate the next URL. • Click Convert to convert the current URL to a hyperlink. • Click Convert All to convert all URLs to hyperlinks.
381 Interactivity Reset or update hyperlinks 1 Select the range of text, the text frame, or the graphic frame that will act as the new hyperlink source. For example, you may want to select additional text to include in the source. 2 Select the hyperlink in the Hyperlinks panel. 3 Do either of the following: • Choose Reset Hyperlink in the Hyperlinks panel menu. • To update hyperlinks to external documents, choose Update Hyperlink in the Hyperlinks panel menu.
382 Interactivity When you create a button, you can do the following: • Use the Buttons panel to make the buttons interactive. When a user clicks a button in the exported SWF or PDF file, an action is performed. See Make buttons interactive. • Use the Appearance section of the Buttons panel to define the appearance the button takes in response to certain mouse actions. See Change button appearance for rollover and clicking. • Use the Object States panel to create multi-state objects.
383 Interactivity The Sample Buttons panel is an object library. As with any object library, you can add buttons to the panel and remove ones you don’t want to use. (See Use object libraries.) The sample buttons are stored in the ButtonLibrary.indl file, which is located in the Presets/Button Library folder in the InDesign application folder. 1 Choose Sample Buttons from the Buttons panel menu to open the Sample Buttons panel. 2 Drag a button from the Sample Buttons panel to the document.
384 Interactivity Note: Some actions are supported in both PDF and SWF files, and some actions are supported only in PDF or SWF. When choosing an action, avoid choosing a PDF-only action if you’re exporting to SWF or a SWF-only action if you’re exporting to PDF. Add actions to buttons You can assign actions to different events.
385 Interactivity On Roll Over When the mouse pointer enters the button area defined by the button’s bounding box. On Roll Off When the mouse pointer exits the button area. On Focus When the button in a PDF file receives focus, either through a mouse action or pressing the Tab key. On Blur When the focus moves to a different button or form field in the PDF file. Action types When you create an action, you indicate what happens when the specified event occurs—usually when someone clicks the button.
386 Interactivity 2 In the Buttons panel, do any of the following: • To deactivate actions, deselect the check box next to the item. Deactivating events and actions can be useful for testing purposes. • To change the order, drag and drop actions. • To delete an action, select the action in the list box, and click the Delete Selected Action button . • To edit an action, choose the event to which the action is assigned, select the action in the list box, and change the settings.
387 Interactivity Change button appearances If you’re creating a button with multiple appearances (Normal, Rollover, and Click), it’s a good idea to finish designing the button before you activate other appearances. When you activate the Rollover or Click appearance, the Normal appearance is copied. Some changes affect only the selected appearances, while other changes affect all active appearances.
388 Interactivity Create a multi-state object slide show One of the most common uses for a multi-state object is a slide show that lets viewers of a SWF file click through a set of images. For example, you can create a slide show of 20 images without having to place the images on 20 different pages. 1 Place the images that will appear in the slide show. For best results, make sure that the image frames are the same size. A state does not have to be a single item—it can be a collection of items.
389 Interactivity Create button hot spots In some cases, you may want the button area (called a “hot spot” or “hot link”) to be invisible until the mouse pointer hovers over it. For example, when you move a pointer over a button on a map, an image could be displayed that represents a region, and the image could disappear when the pointer moves away from the region. Display a hidden image on rollover One way to achieve a “hot spot” effect is to apply an image to the Rollover state in the Buttons panel.
390 Interactivity 3 Type a description that acts as alternative text for visually impaired users. 4 Indicate whether the button should be printed in the PDF file, and then click OK. Set the button tab order The tab order determines the next (or previous) field to receive focus when a user presses Tab (or Shift+Tab) in the PDF or SWF document. The tab order includes buttons on hidden layers, but not buttons on master pages. 1 Go to the page containing the buttons.
391 Interactivity Add a form field Use the Buttons and Forms panel to add form fields to the layout. The procedures to add interactive form fields are the same as adding buttons so that you don't have to learn new procedures. You can create a form that works with Adobe Reader or Adobe Acrobat. Using InDesign, you can create some cool forms that you can’t ordinarily using Acrobat. 1 Place a frame at the location where you want to place the form field.
392 Interactivity Use Articles to specify tab order 1 Open the Articles panel (Window > Articles). 2 Drag the form fields to the Articles panel. 3 In the articles panel, drag to reorder the fields in the required order. To enable screen readers to use the specified order, from the Articles panel menu, enable Use for Reading Order in Tagged PDFs. Remember to enable the Create Tagged PDF option while exporting the PDF. Use Structure to specify tab order 1 Choose Objects > Interactive > Set Tab Order.
393 Interactivity A Click the green visual indicator to go to destination. B Click the page number to select source. C Click the icon to create a cross-reference. The text being referred to is the destination text. The text that is generated from the destination text is the source crossreference. When you insert a cross-reference in your document, you can choose from several predesigned formats, or you can create your own custom format.
394 Interactivity • Choose Window > Type & Tables > Cross-References, and then choose Insert Cross-Reference from the panel menu. • Click the Create New Cross-Reference button in the panel. 3 In the dialog box, choose Paragraph or Text Anchor from the Link To menu. If you choose Paragraph, you can create a cross-reference to any paragraph in the document you specify. If you choose Text Anchor, you can create a cross-reference to any text in which you have created a hyperlink destination.
395 Interactivity 4 In the Definition text box, add or remove any text as needed. Click the Building Block icon blocks from a menu. Click the Special Characters icon special characters. to insert building to select dashes, spaces, quotation marks, and other 5 To apply a character style to the entire cross-reference, select Character Style For Cross-Reference, and then choose or create the character style from the menu.
396 Interactivity Building block What it does Example Chapter Number Inserts the chapter number. in chapter in chapter 3 File Name Character Style Inserts the filename of the destination document. in in newsletter.indd Applies a character style to text within a cross- See on reference. page See Animals on page 23.
397 Interactivity Apply character styles within a cross-reference If you want to emphasize a section of text within a cross-reference, you can use the Character Style building block. This building block consists of two tags. The tag indicates which style is applied, and the tag ends the character style. Any text or building blocks between these tags is formatted in the specified style. A This tag applies a character style named “Red.
398 Interactivity Delete cross-reference formats You cannot delete a cross-reference format that has been applied to cross-references in the document. 1 In the Cross-Reference Formats dialog box, select the format you want to delete. 2 Click the Delete Format button . Manage cross-references When you insert a cross-reference, the Cross-References panel indicates the status of the cross-reference.
399 Interactivity Edit cross-references To change the appearance of the source cross-reference or specify a different format, you can edit the cross-reference. If you edit a cross-reference that links to a different document, the document is opened automatically. 1 Do any of the following: • Choose Type > Hyperlinks & Cross References > Cross-Reference Options. • In the Cross-References panel, double-click the cross-reference you want to edit.
400 Interactivity Create interactive SWF (Flash) files for the web When you export to SWF, you create an interactive file that’s ready for viewing in Adobe Flash Player or in a web browser. The SWF file can include buttons, page transitions, movies and audio files, animation, and hyperlinks added in InDesign. Exporting to SWF is a good way to create an interactive slideshow, or a flip book, based on an InDesign document.
401 Interactivity A Document in InDesign before SWF export B Interactive SWF file in web browser 1 Create or edit the InDesign document to prepare it for Flash export. For more detailed information on setting up the document for export, see Flash export issues. • Add navigation buttons that allow users to move from page to page in the exported SWF file. You can create a buttons by drawing an object and converting it to a button using the Buttons panel (choose Window > Interactive > Buttons).
402 Interactivity 3 In the Export SWF dialog box, specify the options, and then click OK. See SWF export options. When you export a SWF file, separate HTML and SWF files are created. If the SWF file includes movies or sound clips, a Resources folder is also created. To hand off or upload the files to the web, make sure you send all the assets. SWF export options The following options appear on the General and Advanced tabs of the Export SWF dialog box.
403 Interactivity If you notice a loss of image quality in transparent images when you export to SWF, choose PNG (Lossless) to improve the quality. JPEG Quality Specifies the amount of detail in the exported image. The higher the quality, the larger the file size. This option is dimmed if you choose PNG (Lossless) for Compression. Resolution Specify the resolution of bitmap images in the exported SWF.
404 Interactivity A Document in InDesign before FLA export B FLA file opened in Flash Pro 1 Create or edit the InDesign document to prepare it for Flash export. For more detailed information on setting up the document for export, see Flash export issues. 2 To export the document to FLA format, choose File > Export. Choose Flash CS5 Professional (FLA) from the Save As Type (Windows) or Format (Mac OS) menu, and click Save.
405 Interactivity Rasterize Pages This option converts all InDesign page items to bitmap. Selecting this option results in a larger FLA file, and page items become jagged when zoomed in on. Flatten Transparency Selecting this option flattens all objects with transparency. Flattened objects may be difficult to animate in Adobe Flash Pro. Size (Pixels) Specify whether the FLA file is scaled by a percentage, fit to a monitor size you specify, or sized according to a width and height you specify.
406 Interactivity Buttons, page transitions, hyperlinks, animation, and media files can be included in exported SWF and FLA files. Buttons For buttons in an exported SWF or FLA file, the Next Page and Previous Page actions are especially useful controls for playback in Flash Player. However, some actions that work in interactive PDF files have no effect in Flash Player. When you choose an action in the Buttons panel, do not select an option from the PDF Only section.
407 Interactivity 3D attributes 3D attributes are not supported in the exported SWF and FLA files. Animation Animation effects let you make objects move in your exported SWF files. For example, you can apply a motion preset to an image that makes it appear to fly in from the left side of the screen while shrinking and spinning. Use the following tools and panels to animate documents. Animation panel Apply a motion preset and edit settings such as duration and speed.
408 Interactivity To remove animation from an object, select the object and click the Delete icon in the Animation panel. Note: When certain animation effects such as Fade In are combined with a page transition or page curl, the animation may not behave as expected in the Preview panel or in the exported SWF file. For example, objects that are set to "fade in" are visible while turning the page when they should start as invisible.
409 Interactivity Choose To Current Location to use the current object’s properties as the starting point of the animation and the object’s position as the ending point. This option is similar to From Current Appearance, only the object finishes in its current location and the motion path is offset. This option is especially useful for certain presets, such as blurs and fades, to prevent the object from appearing in an undesirable state at the end of the animation.
410 Interactivity Saving motion presets as XML files is useful if you want to share a motion preset with other InDesign users or open the motion preset in Flash Professional. When you save a motion preset as an XML file, the motion path is saved, along with the Duration, Speed, Scale, Rotate, and Opacity settings. 1 Choose Manage Presets from the Animation panel menu. 2 Select a preset and click Save As. 3 Specify the name and location of the motion preset, and click Save.
411 Interactivity You can change the animation order, have objects play at the same time, and delay animation. 1 Choose Window > Interactive > Timing to display the Timing panel. 2 To determine whether to edit the timing of Page Load or Page Click events, choose an option from the Event menu. Page Load and Page Click appear only if one or more items are assigned to that event. 3 To edit the timing, do any of the following: • To change the animation order, drag items up and down in the list.
412 Interactivity Page transitions Page transitions apply a decorative effect, such as a dissolve or wipe, when you turn the page in the exported PDF while in Full Screen Mode. See Page transitions. 1 Choose File > Export. 2 Specify a name and location for the file. 3 For Save As Type (Windows) or Format (Mac OS), choose Adobe PDF (Interactive), and then click Save. 4 Specify options in the Export To Interactive PDF dialog box, and then click OK.
413 Interactivity Creating PDF forms (CS5.5 and CS5) Although InDesign does not provide tools for adding form fields, Adobe Acrobat does. You can create a form in InDesign that includes placeholders for fields such as radio buttons, check boxes, and text fields. Then you can export to PDF, and use Acrobat to convert the placeholders into form fields. 1 In InDesign, create the document you want to use for the form. Use tables and text boxes to create the placeholders for the fields.
414 Interactivity Edit Preview settings 1 Choose Edit Preview Settings from the Preview panel menu. The Preview Settings dialog box shows the current settings of the Export SWF dialog box. 2 Edit the settings as needed. See SWF export options. Use Presentation Mode Presentation Mode displays the active InDesign document as a presentation. In Presentation Mode, the application menu, panels, guides, and frame edges are hidden.
415 Interactivity Adding structure to PDFs When you export to Adobe PDF with the Create Tagged PDF option selected in the General area of the Export Adobe PDF dialog box, the exported pages are automatically tagged with a set of structure tags that describe the content, identifying page items such as headlines, stories, and figures. To add additional tags or to fine-tune existing ones before you export, you can use the Tags panel in InDesign.
416 Interactivity For people who are not able to see or decode the visual appearance of documents, assistive technology can access the content of the document reliably by using the logical structure tree. Most assistive technology depends on this structure to convey the meaning of content and images in an alternative format, such as sound. In an untagged document, no such structure exists, and Acrobat must infer a structure based on the reading order choices in the preferences.
417 Interactivity Tag page items You can tag text frames and graphics automatically or manually. After you tag page items, you can use the Structure pane to change the order of your page by dragging elements to a new location within the hierarchy. If you change the order of the elements in the Structure pane, these changes are passed on to the Adobe PDF file. The order of the elements becomes useful when the PDF file is saved from Acrobat as an HTML or XML file.
418 Interactivity Tag page items manually 1 Choose Window > Utilities > Tags to display the Tags panel. 2 Choose View > Structure > Show Structure to display the Structure pane, to the left of the Document window. 3 Choose Add Untagged Items from the Structure pane menu. 4 Select a page item in the document. 5 Select a tag in the Tags panel.
419 Interactivity The Alt text attribute lets you create alternate text that can be read in lieu of viewing an illustration. ActualText is similar to Alt text in that it appears in lieu of an image. The ActualText attribute lets you substitute an image that is part of a word, such as when a fancy image is used for a drop cap. In this example, the ActualText attribute allows the drop cap letter to be read as part of the word.
420 Interactivity Apply page transitions You can apply page transitions to individual spreads or to all spreads in the document. Page transitions appear when you export an InDesign document to PDF or SWF format. You cannot apply transitions to different pages within the same spread or to master pages. 1 In the Pages panel, select the spreads to which you want to apply the page transition. Make sure the spread is selected, not simply targeted.
421 Interactivity Viewing page transitions in a PDF To include page transitions when you export the PDF document, select a page transition from Page Transitions menu in the Export to Interactive PDF dialog box. To see page transitions in the exported PDF, place the PDF in Full Screen Mode by pressing Ctrl+L (Windows) or Command+L (Mac OS) in Adobe Acrobat or Adobe Reader. Press Esc to exit from Full Screen Mode.
422 Interactivity 2 In the Media panel, do any of the following: Play On Page Load Play the movie when someone turns to the page on which the movie is located. If other page items are set to play on page load, use the Timing panel to determine the order. Loop Play the movie repeatedly. If the source file is a Flash Video format, looping works only in exported SWF files, not PDF files. Poster Specify the type of image that you want to appear in the play area. See Poster options.
423 Interactivity Choose Image Lets you select an image to use as the poster. Double-click the image you want to use. You can select bitmap graphics, not vector graphics, for posters. [From Video] This option is selected for converted CS4 documents that have media clips set to a specific frame. Change media settings for interactive PDF files 1 Choose PDF Options from the Media panel menu. 2 Specify the following options, and click OK.
424 Interactivity A Poster B Movie object C Frame ❖ Do any of the following: • To resize the movie object, poster, and frame, use the Scale tool down Shift to maintain proportions). • To resize only the frame, use the Selection tool and drag one of the corner handles (hold to drag a corner handle. • To resize the poster or media object, use the Direct Selection tool tool, and then drag a corner handle. to select the poster.
425 Interactivity Entries in a generated table of contents are automatically added to the Bookmarks panel. In addition, you can further customize your document with bookmarks to direct a reader’s attention or make navigation even easier. Bookmarks can be nested under other bookmarks. You may want bookmarks to appear in the Bookmarks tab of the PDF document, but you don’t want the table of contents to appear in the PDF. In this case, generate a table of contents on the last page of the document.
426 Interactivity • To move a bookmark out of a nested position, select the bookmark or range of bookmarks you want to move. Drag the icon or icons below and to the left of the parent bookmark. A black bar appears indicating where the bookmark will be moved. Release the bookmark. • To change the order of bookmarks, select a bookmark and move it to a new location. A black bar appears indicating where the bookmark will be placed. • To sort bookmarks, choose Sort Bookmarks from the Bookmarks panel menu.
427 Interactivity Creating rich interactive documents (PDF, 6.7 MB) Learn how to create rich interactive documents using InDesign. Creating rich interactive documents (PDF, 6.7 MB) Exploring new FLA export options (video 6:26) See how to publish your InDesign project in a variety of Flash formats by using the enhanced Export dialog box in InDesign CS5 and later.
428 Chapter 9: Drawing and painting Applying line (stroke) settings Set strokes You can apply strokes, or line settings, to paths, shapes, text frames, and text outlines. The Stroke panel provides control over the weight and appearance of the stroke, including how segments join, start and end shapes, and options for corners. You can also select stroke settings in the Control panel when a path or frame is selected.
429 Drawing and painting You can include miter limit and stroke alignment settings in a paragraph or character style. Click the Character Color section, and then click the stroke icon to make the options available. Cap Select a cap style to specify the appearance of both ends of an open path: Butt cap Creates squared ends that abut (stop at) the endpoints. Round cap Creates semicircular ends that extend half the stroke width beyond the endpoints.
430 Drawing and painting • Start and end shapes appear at endpoints of open paths only; they won’t appear on individual dashes of a dashed stroke. • If you apply start and end shapes to a compound path that includes open subpaths, each open subpath will use the same start and end shapes. • You can apply start and end shapes to a closed path, but they won’t be visible unless you open the path.
431 Drawing and painting • Striped to define a style with one or more parallel lines. • Dotted to define a style with dots spaced at regular or varying intervals. The options in the dialog box change to match your selection. 6 For Pattern Length, specify the length of the repeating pattern (dashed or dotted styles only). The ruler updates to match the length you specify. 7 To define the stroke pattern, do any of the following: • Click the ruler to add a new dash, dot, or stripe.
432 Drawing and painting Save a custom stroke style 1 In the Stroke panel menu, choose Stroke Styles. 2 Select a custom stroke style and click Save. Note: You cannot save or edit the default stroke styles (enclosed in square brackets). 3 Specify a name and location for the stroke style (.inst) file, and click OK. To load a custom stroke style 1 In the Stroke panel menu, choose Stroke Styles. 2 Click Load. 3 Select the stroke style (.
433 Drawing and painting Select all anchor points and segments in a path 1 Select the Direct Selection tool or, in Illustrator, the Lasso tool. 2 Drag around the entire path. If the path is filled, you can also click inside the path with the Direct Selection tool to select all anchor points. Copy a path ❖ Select a path or segment with the Selection tool or Direct Selection tool and do one of the following: • Use the standard menu functions to copy and paste paths within or between applications.
434 Drawing and painting • To adjust the shape of the segment on either side of a selected anchor point, drag the anchor point or the direction point. Shift-drag to constrain movement to multiples of 45°. Note: You can also apply a transformation, such as scaling or rotating, to a segment or anchor point. Delete a segment 1 Select the Direct Selection tool , and select the segment you want to delete. 2 Press Backspace (Windows) or Delete (Mac OS) to delete the selected segment.
435 Drawing and painting 3 Do one of the following: • To connect the path to another open path, click an endpoint on the other path. When you precisely position the appears next to the pointer. Pen tool over the other path’s endpoint, a small merge symbol • To connect a new path to an existing path, draw the new path near the existing path, and then move the Pen tool to the existing path’s (unselected) endpoint. Click that endpoint when you see the small merge symbol that appears next to the pointer.
436 Drawing and painting Disable or temporarily override automatic Pen tool switching You can override automatic switching of the Pen tool to the Add Anchor Point tool or the Delete Anchor Point tool. This is useful when you want to start a new path on top of an existing path. • In Photoshop, deselect Auto Add/Delete in the options bar. • In Illustrator, hold down Shift as you position the Pen tool over the selected path or an anchor point.
437 Drawing and painting • To convert a smooth point to a corner point with independent direction lines, drag either direction line. To convert points, you can also use the Direct Selection tool to select a point, and then choose a command from the Object > Convert Point menu. For example, you can select the smooth point at the bottom of a “U” shape and choose Object > Convert Point > Plain. Doing so removes the direction lines and makes a “V” shape.
438 Drawing and painting 1 Select the path. 2 Select the Smooth tool. Note: If the Pencil tool is selected, hold down Alt (Windows) or Option (Mac OS) to temporarily change the Pencil to the Smooth tool. 3 Drag the tool along the length of the path segment you want to smooth out. 4 Continue smoothing until the stroke or path is of the desired smoothness.
439 Drawing and painting Drawing with the Pen tool Draw straight line segments with the Pen tool The simplest path you can draw with the Pen tool is a straight line, made by clicking the Pen tool to create two anchor points. By continuing to click, you create a path made of straight line segments connected by corner points. 1 Select the Pen tool. 2 Position the Pen tool where you want the straight segment to begin, and click to define the first anchor point (do not drag).
440 Drawing and painting 2 Position the Pen tool where you want the curve to begin, and hold down the mouse button. The first anchor point appears, and the Pen tool pointer changes to an arrowhead. (In Photoshop, the pointer changes only after you’ve started dragging.) 3 Drag to set the slope of the curve segment you’re creating, and then release the mouse button. In general, extend the direction line about one third of the distance to the next anchor point you plan to draw.
441 Drawing and painting 5 Continue dragging the Pen tool from different locations to create a series of smooth curves. Note that you are placing anchor points at the beginning and end of each curve, not at the tip of the curve. Alt-drag (Windows) or Option-drag (Mac OS) direction lines to break out the direction lines of an anchor point. 6 Complete the path by doing one of the following: • To close the path, position the Pen tool over the first (hollow) anchor point.
442 Drawing and painting 3 Position the pen where you want the next anchor point; then click (and drag, if desired) the new anchor point to complete the curve. A Positioning Pen tool B Dragging direction line C New curve segment completed Draw curves followed by straight lines 1 Using the Pen tool, drag to create the first smooth point of the curved segment, and release the mouse button.
443 Drawing and painting A Dragging a new smooth point B Pressing Alt/Option to split direction lines while dragging, and swinging direction line up C Result after repositioning and dragging a third time Drawing with lines and shapes Draw basic lines and shapes 1 In the toolbox, do one of the following: • To draw a line or shape, select the Line tool , the Ellipse tool , the Rectangle tool . (Click and hold the Rectangle tool to select either the Ellipse or Polygon tool.
444 Drawing and painting For a video on drawing objects in a grid, see http://tv.adobe.com/go/4949/. 1 Select a tool that lets you draw a frame. 2 Begin dragging. While still holding down the mouse button, do any of the following actions: • Press the Left and Right Arrow keys to change the number of columns. Press the Up and Down Arrow keys to change the number of rows. • Hold down Ctrl (Windows) or Command (Mac OS) and press arrow keys to change the spacing between the frames. 3 Release the mouse button.
445 Drawing and painting More Help topics Selecting objects Gallery of drawing and type tools Understanding paths and shapes Types of paths and shapes You can create paths and combine them in a variety of ways in InDesign. InDesign creates the following types of paths and shapes: Simple paths Simple paths are the basic building blocks of compound paths and shapes. They consist of one open or closed path, which may be self-intersecting.
446 Drawing and painting A Selected (solid) endpoint B Selected anchor point C Unselected anchor point D Curved path segment E Direction line F Direction point Paths can have two kinds of anchor points: corner points and smooth points. At a corner point, a path abruptly changes direction. At a smooth point, path segments are connected as a continuous curve. You can draw a path using any combination of corner and smooth points. If you draw the wrong kind of point, you can always change it.
447 Drawing and painting A smooth point always has two direction lines, which move together as a single, straight unit. When you move a direction line on a smooth point, the curved segments on both sides of the point are adjusted simultaneously, maintaining a continuous curve at that anchor point. In comparison, a corner point can have two, one, or no direction lines, depending on whether it joins two, one, or no curved segments, respectively.
448 Drawing and painting Draw with the Pencil tool The Pencil tool works primarily the same way in Adobe Illustrator and InDesign. It lets you draw open and closed paths as if you were drawing with a pencil on paper. It is most useful for fast sketching or creating a hand-drawn look. Once you draw a path, you can immediately change it if needed. Anchor points are set down as you draw with the Pencil tool; you do not determine where they are positioned.
449 Drawing and painting 4 After you begin dragging, hold down Ctrl (Windows) or Command (Mac OS). The Pencil tool displays a small merge symbol to indicate you’re adding to the existing path. 5 Drag onto the endpoint of the other path, release the mouse button, and then release the Ctrl or Command key. Note: For best results, drag from one path to the other as if you were simply continuing the paths in the direction they were created.
450 Drawing and painting About compound paths You can combine several paths into a single object, called a compound path. Create a compound path when you want to do any of the following: • Add transparent holes to a path. • Preserve the transparent holes within some text characters, such as o and e, when you convert characters to editable letterforms using the Create Outlines command. Using the Create Outlines command always results in the creation of compound paths.
451 Drawing and painting Note: If one or more selected objects have contents, such as text or imported images, the attributes and contents of a compound path are set by the attributes and contents of the object farthest back. Selected objects farther behind, without contents, won’t affect the compound path. You can change the shape of any part of a compound path by using the Direct Selection tool on one subpath.
452 Drawing and painting Create compound shapes You create compound shapes using the Pathfinder panel (Window > Object & Layout > Pathfinder). Compound shapes can be made up of simple or compound paths, text frames, text outlines, or other shapes. The appearance of the compound shape depends on which Pathfinder button you choose. A Original objects B Add C Subtract D Intersect E Exclude Overlap F Minus Back Add Traces the outline of all objects to create a single shape.
453 Drawing and painting 1 Choose Window > Object & Layout > Pathfinder to open the panel. 2 Select the objects you want to combine in a compound shape. 3 Click a button (such as Add) in the Pathfinder section on the Pathfinder panel. You can also choose a command from the Object > Pathfinder submenu. Release paths in a compound shape ❖ Select the compound shape. Choose Object > Paths > Release Compound Path. The compound shape is separated into its component paths.
454 Drawing and painting A Type character before conversion to text outline B Text outline with image pasted into it C Text outline used as a text frame Because converted text outlines become sets of compound paths, you can edit individual subpaths of converted outlines by using the Direct Selection tool. You can also break the character outlines into independent paths by releasing them from the compound path.
455 Drawing and painting A Fancy corner effect with no stroke B Same effect with 1-point stroke C Same effect with 4-point stroke For a video on using corner effects, see http://tv.adobe.com/go/4948/. Apply corner shapes using the Corner Options dialog box 1 Using a selection tool, select a path. 2 Choose Object > Corner Options. 3 To apply the corner effect to all four corners of a rectangle, select the Make All Settings The Same icon .
456 Drawing and painting • If a corner effect significantly changes the path by, for example, creating a bulge inward or outward, it may affect how a frame interacts with its contents or with other parts of the layout. Increasing the size of a corner effect may push an existing text wrap or frame inset farther away from the frame. • You can’t edit a corner effect, but you can change its appearance by changing the corner radius or modifying the stroke.
457 Chapter 10: Color Applying color Apply color Adobe InDesign provides a number of tools for applying color, including the Toolbox, the Swatches panel, the Color panel, the Color Picker, and the Control panel. When you apply a color, you can specify whether the color applies to the stroke or fill of an object. The stroke is the border or frame of an object, and the fill is the background of an object.
458 Color Select a color with the Color Picker The Color Picker lets you choose colors from a color field or specify colors numerically. You can define colors using the RGB, Lab, or CMYK color model. 1 Double-click either the Fill or Stroke box in the Toolbox or the Color panel to open the Color Picker. 2 To change the color spectrum displayed in the Color Picker, click a letter: R (Red), G (Green), or B (Blue); or L (luminance), a (green-red axis), or b (blue-yellow axis).
459 Color Remove fill or stroke color 1 Select the text or object whose color you want to remove. 2 In the Toolbox, click the Fill button or Stroke button depending on which portion of the text or object you want to change. 3 Click the None button to remove the object’s fill or stroke. Applying colors using drag-and-drop An easy way to apply colors or gradients is to drag them from a color source to an object or panel.
460 Color Edit the fill or stroke color 1 Select the object or text you want to change. 2 If the Color panel is not displayed, choose Window > Color. 3 Select the Fill box or the Stroke box in the Color panel. A Fill box B Stroke box C Formatting Affects Container D Formatting Affects Text 4 If you selected a text frame, select the Container box or Text box to change the color of either the fill or text within the frame.
461 Color Add these colors to the layout, add them to the Swatches panel. You can save them to the Adobe Color application for use in other Adobe desktop and Mobile applications. 1 Click on the Color Theme tool on the tool panel. You can use the shortcut I to toggle between the color theme tool and the eyedropper tool. 2 Click on any part of the layout to select a color. You can also leverage colors from any artwork placed in Adobe Photoshop, Illustrator, or any other file.
462 Color A Click to view all themes B Add the current color theme to swatches C Upload to Adobe Color Click B to add these colors to the Swatches panel. The color theme gets added to the Swatches panel as a folder. To add a specific color to the Swatches panel, you can perform a temporary switch from Drop mode to Pick mode. Press the ALT key to temporarily switch to pick mode to collect other themes.
463 Color Apply colors using the Eyedropper tool Use the Eyedropper tool to copy fill and stroke attributes, such as color, from any object in an InDesign file, including an imported graphic. By default, the Eyedropper tool loads all available fill and stroke attributes of an object and sets the default fill and stroke attributes of any new objects you draw. You can use the Eyedropper Options dialog box to change the attributes the Eyedropper tool copies.
464 Color Adding and managing color groups Color groups enable you to organize your color schemes better and to exchange frequently used color swatches across applications. Color groups help you to: • Organize color swatches. • Load color groups from a project in Illustrator. Adding color groups 1 To create a color group, click the Color Group icon on the Swatches panel. Alternatively, you can also create a color group from the flyout and context menu. • Enter the name of the color group.
465 Color Various operations to manage color groups Following operations can be performed to manage color groups. • Add a swatch to a color group: Select the color group. Select a swatch and drag-and-drop it inside the color group. • Duplicate color group: You can duplicate from the context menu as well from the flyout. Right-click on a color group and select Duplicate Color Group. All swatches inside the color group get duplicated along with the color group.
466 Color Load and save swatches from an ASE file ASE files help import and export color swatches across applications like Adobe Illustrator. You can import .ase files to load color groups in the swatches panel. Color groups can also be saved as .ase files from the Swatches flyout. Similarly, if the color groups are saved from Illustrator, they can be loaded inside InDesign. Load swatches 1 Select Load Swatches from the Swatches panel menu. 2 Select the saved .ase file. Click Open.
467 Color Support of legacy behavior If you open a .idml file with color group information in previous versions, the Swatches panel displays the flat swatch list with no color groups as color groups are not available in earlier versions. Tints About tints A tint is a screened (lighter) version of a color. Tinting is an economical way to make additional spot color variations without having to pay for additional spot color inks.
468 Color Because colors and tints update together, if you edit a swatch, all objects that use a tint of that swatch update accordingly. You can also edit the base swatch of a named tint using the Swatch Options command in the Swatches panel menu; this updates any other tints based on the same swatch. The tint range in Adobe Creative Suite 3 is 0% to 100%; the lower the number, the lighter the tint.
469 Color Mixing inks Create and edit mixed ink swatches When you need to achieve the maximum number of printed colors with the fewest number of inks, you can create new ink swatches by mixing two spot inks or by mixing a spot ink with one or more process inks. Using mixed ink colors lets you increase the number of colors available without increasing the number of separations used to print the document. You can create a single mixed ink swatch or use a mixed ink group to generate multiple swatches at once.
470 Color 4 For each ink you select, do the following: • For Initial, enter the percentage of ink you want to start mixing to create the group. • For Repeat, specify the number of times you want to increment the ink percentage. • For Increment, specify the percentage of ink you want to add for each repetition.
471 Color 5 Click OK. Convert a single mixed ink swatch to a process color You can convert mixed inks to process colors to reduce printing costs. When you convert the parent of a mixed ink group to process, the parent swatch disappears, and the other swatches in the mixed ink group are converted to process colors. 1 Double-click the mixed ink swatch you want to convert. 2 For Color Type, select Process, and then click OK.
472 Color 5 For Stop Color, do one of the following: • To choose a color that’s already in the Swatches panel, choose Swatches, and select a color from the list. • To mix a new unnamed color for the gradient, choose a color mode, and enter color values or drag the sliders. Tip: By default, the first stop of the gradient is set to white. To make it transparent, apply the Paper swatch. 6 To change the last color in the gradient, select the last color stop, and repeat step 5.
473 Color A Gradient fill B Gradient type menu C Reverse button D Starting color stop E Midpoint F Ending color stop Note: If you select an object that currently uses a named gradient, editing the gradient by using the Gradient panel will change the color of that object only. To edit every instance of a named gradient, double-click its swatch in the Swatches panel. 1 Select the object or objects you want to change. 2 Click the Fill or Stroke box in the Swatches panel or the Toolbox.
474 Color You can also drag a swatch from the Swatches panel onto the gradient bar in the Gradient panel to define a new color stop. Remove an intermediate color from a gradient ❖ Select the intermediate color stop, and drag it to the edge of the panel. Reverse a gradient’s color progression 1 Activate a gradient. 2 In the Gradient panel, click the Reverse button .
475 Color Applying gradients to text Within a single text frame, you can create multiple ranges of gradient text alongside default black text and color text. A gradient’s endpoints are always anchored in relation to the bounding box of the gradient’s path or text frame. Individual text characters display the part of the gradient over which they are positioned.
476 Color Working with swatches Swatches panel overview The Swatches panel (Window > Color > Swatches) lets you create and name colors, gradients, or tints, and quickly apply them to your document. Swatches are similar to paragraph and character styles; any change you make to a swatch affects all objects to which the swatch is applied. Swatches make it easier to modify color schemes without having to locate and adjust each individual object.
477 Color Customize swatch display You can control the size of swatches and whether the name displays with the swatch. 1 In the Swatches panel menu, choose one of the following: • Name displays a small swatch next to the name of the swatch. The icons to the right of the name show the color model (CMYK, RGB, and so on), and whether the color is a spot color, process color, registration color, or none. • Small Name displays compacted swatch panel rows.
478 Color 7 Do one of the following: • Click Add to add the swatch and define another one. Click Done when finished. • Click OK to add the swatch and exit the dialog box. To directly define a spot color using the New Swatch button in the Swatches panel, make sure that no swatches are selected, and then hold down Alt+Ctrl (Windows) or Option+Command (Mac OS) as you click the New Swatch button . Create a swatch based on the color of an object 1 Select the object.
479 Color Edit a swatch You can change individual attributes of a swatch by using the Swatch Options dialog box. Additional options are available when editing mixed ink swatches and mixed ink groups. 1 In the Swatches panel, select a swatch, and do one of the following: • Double-click the swatch. • Choose Swatch Options in the Swatches panel menu. 2 Adjust settings as desired, and click OK.
480 Color Delete all unused swatches 1 Choose Select All Unused in the Swatches panel menu. Only swatches that are not currently used in the active file will be selected. 2 Click the Delete icon. Merge swatches When you import swatches or copy items from other documents, you may end up with duplicate swatches that may be applied to different objects. Use the Merge Swatches command to combine duplicate swatches. 1 In the Swatches panel, select two or more duplicate swatches.
481 Color 2 Choose Other Library from the Color Mode list, and then select the file from which you want to import swatches. 3 Click Open. 4 Select the swatches you want import. 5 Click OK. Import all swatches from a file 1 From the Swatches panel menu, choose Load Swatches. 2 Double-click an InDesign document. Copy swatches between InDesign documents You can copy or drag a swatch (or objects with a swatch applied) from one document to another.
482 Color Focoltone Consists of 763 CMYK colors. You can use Focoltone colors to help avoid prepress trapping and registration problems by viewing the Focoltone charts that show the overprints that make up the colors. A swatch book with specifications for process and spot colors, overprint charts, and a chip book for marking up layouts are available from Focoltone. For more information, contact Focoltone International, Ltd., in Stafford, United Kingdom.
483 Color Using colors from imported graphics Using colors from imported graphics InDesign provides various ways for you to sample and redefine colors from the graphics you import into your document. Spot colors from placed PDF or EPS files and spot-color channels in Adobe Photoshop (PSD) and TIFF files appear as spot colors in the Swatches panel.
484 Color More Help topics Apply colors using the Eyedropper tool Understanding spot and processcolors About spot and process colors You can designate colors as either spot or process color types, which correspond to the two main ink types used in commercial printing. In the Swatches panel, you can identify the color type of a color using icons that appear next to the name of the color.
485 Color Keep the following guidelines in mind when specifying a process color: • For best results in a high-quality printed document, specify process colors using CMYK values printed in process color reference charts, such as those available from a commercial printer. • The final color values of a process color are its values in CMYK, so if you specify a process color using RGB (or LAB, in InDesign), those color values will be converted to CMYK when you print color separations.
486 Chapter 11: Transparency Adding transparency effects When you create an object in Adobe InDesign, by default it appears solid; that is, it has an opacity of 100%. You can apply effects to objects using opacity and blends. Overlap objects, add transparency to objects, or knock out shapes behind objects. About transparency When you create an object or stroke, when you apply a fill, or when you enter text, by default these items appear solid; that is, they have an opacity of 100%.
487 Transparency A Blending mode B Levels C FX icon D Clear effects E FX button Blending Mode Specifies how colors in transparent objects interact with the objects behind them. (See Specify how colors blend.) Opacity Determines the opacity of an object, stroke, fill, or text. (See Set the opacity of an object.) Level Tells you the Object, Stroke, Fill, and Text opacity settings of the object, as well as whether transparency effects have been applied.
488 Transparency Apply transparency effects 1 Select an object. To apply effects to a graphic, select the graphic with the Direct Selection tool. 2 Choose Window > Effects to display the Effects panel. 3 Select a level to designate which parts or part of the object you want to change: Object Affects the entire object—its stroke, fill, and text. Graphic Affects only the graphic selected with the Direct Selection tool.
489 Transparency • To copy effects between objects selectively, use the Eyedropper tool . To control which transparency stroke, fill, and object settings are copied with the Eyedropper tool, double-click the tool to open the Eyedropper Options dialog box. Then select or deselect options in the Stroke Settings, Fill Settings, and Object Settings areas.
490 Transparency Outer Glow and Inner Glow Add glows that emanate from the outside or inside edges of the object, stroke, fill, or text. Bevel and Emboss Adds various combinations of highlights and shadows to give text and images a three-dimensional appearance. Satin Adds interior shading that makes a satiny finish. Basic Feather, Directional Feather, and Gradient Feather Soften the edges of an object by fading them to transparent.
491 Transparency Drop Shadow The Drop Shadow effect creates a three-dimensional shadow. You can offset the drop shadow along the x or y axis, as well as vary the blending mode, color, opacity, distance, angle, and size of the drop shadow. Use these options to determine how the drop shadow interacts with objects and transparency effects: Object Knocks Out Shadow The object appears in front of the drop shadow that it casts. Shadow Honors Other Effects The drop shadow factors in other transparency effects.
492 Transparency The Shading settings determine how light interacts with the object: Angle and Altitude Sets the height of the light source. A setting of 0 is equivalent to ground level; 90 is directly above the object. Use Global Light Applies the global light source as specified for all transparency effects. Choosing this option overrides any Angle and Altitude settings. Highlight and Shadow Specifies the blending mode for the bevel or emboss highlight and shadow.
493 Transparency Gradient Feather Use the Gradient Feather effect to soften the areas of an object by fading them to transparent.Gradient StopsCreate one gradient stop for each gradation in transparency that you want for your object. • To create a gradient stop, click below the Gradient Slider (drag a gradient stop away from the slider to remove a stop). • To adjust the position of a stop, drag it left or right, or select it and then drag the Location slider.
494 Transparency Applying transparency to groups Besides applying transparency effects to single objects, you can apply them to groups. If you simply select objects and change their individual opacity settings, the selected objects’ opacity will change relative to that of the others. Any overlapping areas will show an accumulated opacity.
495 Transparency Removing white box effect in documents with transparency In some instances, a white box or ghost border appears where a transparency effect is applied, usually in documents that contain drop shadows or gradients. This problem may occur if the transparency effect interacts with a spot color. To fix this problem, you can either avoid using spot colors with transparency or you can turn on overprinting.
496 Transparency About transparency flattener presets If you regularly print or export documents that contain transparency, you can automate the flattening process by saving flattening settings in a transparency flattener preset. You can then apply these settings for print output as well as for saving and exporting files to PDF 1.3 (Acrobat 4.0) and EPS and PostScript formats.
497 Transparency • To base a preset on a predefined preset, select one in the list and click New. • To edit an existing preset, select the preset and click Edit. Note: You can’t edit the default flattener presets. 3 Set flattening options. 4 Click OK to return to the Transparency Flattener Presets dialog box, and click OK again.
498 Transparency Custom Opens the Custom Spread Flattener Settings dialog box for specifying settings. Ignore the flattener preset on an individual spread ❖ Select Ignore Spread Overrides from any of the following locations in InDesign: • The Flattener Preview panel (Window > Output > Flattener Preview). • The Advanced area of the Print or Export Adobe PDF dialog box.
499 Transparency Transparency Flattener Preset options Name/Preset Specifies the name of the preset. Depending on the dialog box, you can type a name in the Name text box or accept the default. You can enter the name of an existing preset to edit that preset. However, you can’t edit the default presets. Raster/Vector balance Specifies the amount of vector information that will be preserved.
500 Transparency (Illustrator only) Select Preserve Spot Colors And Overprints (Flatten Transparency dialog box only) Generally preserves spot colors. It also preserves overprinting for objects that aren’t involved in transparency. Select this option when printing separations if the document contains spot colors and overprinted objects. Deselect this option when saving files for use in page-layout applications.
501 Transparency However, if your document contains complex, overlapping areas and you require high-resolution output, you can achieve more reliable print output by following a few basic guidelines: Note: If you’re applying transparency to documents intended for high-resolution output, be sure to discuss your plans with your service provider. Good communication between you and your service provider will help you achieve the results you expect.
502 Transparency When type is close to transparent objects, it may interact with transparent objects in unexpected ways. For example, type that wraps around a transparent object may not actually overlap the object, but the glyphs may be close enough to interact with the transparency. In this case, the flattener may convert the glyphs to outlines, resulting in thickened stroke widths on the glyphs only. If this happens, do either of the following: • Move the text to the top of the stacking order.
503 Transparency • Consider using the predefined [Press Quality] Adobe PDF preset. This preset contains flattener settings appropriate for complex documents intended for high-resolution output. Trapping Flattening may convert vectors to rasterized areas. Traps applied to artwork in Adobe Illustrator using strokes and placed in InDesign will be preserved. Traps applied to vector artwork drawn in InDesign and then rasterized may not be preserved.
504 Transparency If the blend color (light source) is lighter than 50% gray, the artwork is lightened, as if it were dodged. If the blend color is darker than 50% gray, the artwork is darkened, as if it were burned in. Painting with pure black or white produces a distinctly darker or lighter area, but does not result in pure black or white. Hard Light Multiplies or screens the colors, depending on the blend color. The effect is similar to shining a harsh spotlight on the artwork.
505 Transparency It is important to understand that you apply the blending modes to the individual objects, but apply the Isolate Blending option to the group. The option isolates blending interactions within the group. It doesn’t affect blending modes applied directly to the group itself. 1 Apply the blending modes and opacity settings to the individual objects whose blending you want to isolate. 2 Using the Selection tool, select the objects you want to isolate. 3 Choose Object > Group.
506 Transparency The blending space is applied only to those spreads that contain transparency. ❖ Choose Edit > Transparency Blend Space, and then choose one of the document’s color spaces. Note: For a typical print workflow, choose the Document CMYK color space.
507 Chapter 12: Exporting and publishing Export content for EPUB Overview You can export an InDesign file into a reflowable or fixed layout EPUB format. By creating a file in reflowable layout, InDesign helps create an EPUB file that adjusts the text as per a particular devices's display. A fixed layout format provides ability to include audio, video, and Edge content in your EPUB. Because of the interactivity and dynamic display, a fixed layout format is widely preferred.
508 Exporting and publishing InDesign creates a single .epub file containing the XHTML-based content. If specified, the exported file can include a cover image. The cover image is created from an image, or created by rasterizing the first page in the specified document (or the style source document if a book was selected). The thumbnail is used to depict the book in the EPUB readers or the Digital Editions Reader library view. To view the file, you need an EPUB reader.
509 Exporting and publishing Enable Synthetic Spreads Enable the synthetic spreads in the document to be exported. Disable Spreads None of the spreads are exported to the EPUB output. The Conversion Settings section of the EPUB - Fixed Layout Export Options dialog box includes the following options. From the Image Conversion menu, determine how images are exported to EPUB. Conversion Settings > Resolution (PPI) Choose the resolution of the images in pixels per inch (ppi).
510 Exporting and publishing Sigil 0.7.4 Yes Kindle Previewer 2.92 Yes Adobe Digital Editions 3.0.86137 Yes Calibre 1.26 Yes Oxygen 15 Yes Azardi 2.0 Yes Kobo 3.6.0 No The Metadata section of the EPUB - Fixed Layout Export Options dialog box includes the following options. The metadata from the document (or the style source document if a book was selected) is included with the exported file. Identifier Every EPUB document requires a unique identifier.
511 Exporting and publishing Add Style Sheet Specify the URL of the existing CSS style sheet, which is usually a relative URL, such as “/styles/style.css.” InDesign does not check whether the CSS exists or is valid. You can use Dreamweaver to confirm your external CSS setup. Javascript Specify the URL of an existing JavaScript. InDesign does not check whether the JavaScript exists or is valid, so you’ll want to confirm your JavaScript setup.
512 Exporting and publishing EPUB Export options - Reflowable A reflowable EPUB adjusts its content and presents it as per the output device. EPUB General options The General section of the EPUB Reflowable Layout Export Options dialog box includes the following options. Version Specify a version for the EPUB. EPUB 2.0.1 EPUB 2.0.1 is a standard by IDPF (approved in 2007). This format is supported on a wide variety of devices. EPUB 3.0 EPUB 3.0 is a standard by IDPF (approved in 2011).
513 Exporting and publishing Multi Level (TOC Style) Select this option if you want to generate a table of contents based on the selected TOC style. From the TOC Style menu, specify the TOC style you want to use to build the table of contents in the eBook. You can choose Layout > Table Of Contents Styles to create a special TOC style for your eBook. Order Specify the order in which page elements are exported Based on Page Layout The location of the items on the page determines the reading order.
514 Exporting and publishing Settings Apply to Anchored Objects Check to apply these settings to all anchored objects. Conversion Settings Lets you choose whether the optimized images in your document are converted to GIF, JPEG, or PNG. Choose Automatic to let InDesign decide which format to use in each instance. Choosing PNG disables the image compression settings; use PNG for lossless images or for images that include transparency.
515 Exporting and publishing CSS Options Cascading Style Sheets (CSS) are a collection of formatting rules that control the appearance of content in a web page. When you use CSS to format a page, you separate content from presentation. Generate CSS Specify whether you want InDesign to generate an external CSS for the exported file. If you export your document/book to EPUB without generating a CSS, only the classes associated with the styles are marked in the HTML tags. No overriding classes are created.
516 Exporting and publishing index markers, objects on the pasteboard that aren’t selected and don’t touch the page, or master page items (unless they’re overridden or selected before export). 1 If you’re not exporting the entire document, select the text frames, range of text, table cells, or graphics you want to export. 2 Choose File > Export and select HTML from the Save As Type list. 3 Specify the name and location of the HTML document, and then click Save.
517 Exporting and publishing Numbers Determines how numbers are converted in the HTML file. If you have used native InDesign autonumbering, subbullets are also included. • Map to Ordered Lists: Converts numbered lists into List Items, which are formatted in HTML using the tag. • Convert to Text: Converts numbered lists into paragraphs that begin with the paragraph’s current number as text. View HTML After Exporting Starts the browser, if present.
518 Exporting and publishing Ignore Object Export Settings Ignores Object Export Options applied on individual images. See Apply Object export options . Advanced options Use the Advanced area to set CSS and JavaScript options. CSS Options Cascading Style Sheets (CSS) are a collection of formatting rules that control the appearance of content in a web page. When you use CSS to format a page, you separate content from presentation.
519 Exporting and publishing Common problem Adobe PDF solution Recipients can't open files because they don't have the applications used to create the files. Anyone, anywhere can open a PDF. All you need is the free Adobe Reader software. Combined paper and electronic archives are difficult to search, take up PDFs are compact and fully searchable, and can be accessed at any space, and require the application in which a document was created. time using Reader. Links make PDFs easy to navigate.
520 Exporting and publishing Prepare layers before exporting a book to PDF When you export a book to PDF, you can show and hide InDesign layers in the PDF document. To avoid duplication of layer names in the PDF, you can merge the layers on export. If the Merge Identically Named Layers On Export option is selected, layer names appear under the same book name in Acrobat or Reader. If this option is not selected, layer names appear separately under each document name.
521 Exporting and publishing A few of the presets listed below are not available until you move them—as needed—from the Extras folder (where they are installed by default) to the Settings folder. Typically, the Extras and Settings folders are found in (Windows Vista and Windows 7) ProgramData\Adobe\AdobePDF, (Windows XP) Documents and Settings\All Users\Application Data\Adobe\Adobe PDF, or (Mac OS) Library/Application Support/Adobe PDF. Some presets are not available in some Creative Suite components.
522 Exporting and publishing These PDF files can be opened in Acrobat 5.0 and Acrobat Reader 5.0 and later. Note: Before creating an Adobe PDF file to send to a commercial printer or print service provider, find out what the output resolution and other settings should be, or ask for a .joboptions file with the recommended settings. You might need to customize the Adobe PDF settings for a particular provider and then provide a .joboptions file of your own.
523 Exporting and publishing Supplementary InDesign PDF presets are installed in the system’s Adobe PDF\Extras folder. Use your system search utility to locate additional .joboptions files. You may also receive custom PDF presets from service providers and colleagues. For these presets to be listed in the Adobe PDF Presets menu, they must be moved to the Settings folder either manually or by using the Load command.
524 Exporting and publishing Export to JPEG format JPEG uses a standardized image compression mechanism to compress full-color or grayscale images for onscreen display. Use the Export command to export a page, spread, or selected object in JPEG format. 1 If desired, select an object to export. (You do not need to select anything to export a page or spread.) 2 Choose File > Export. 3 Specify a location and a filename. 4 For Save As Type (Windows) or Format (Mac OS), choose JPEG, and click Save.
525 Exporting and publishing More Help topics JPEG (.jpg) files Export content for EPUB | CS6 Overview Before you export your layout to EPUB, you can make a few tweaks to ensure that it exports properly. • Add anchored graphics - Anchor graphics in text flows so that you can control their position relative to the exported text. See Anchored objects. • Object Export Options - Specify export options for placed objects. See Object Export Options .
526 Exporting and publishing EPUB General options The General section of the EPUB Export Options dialog box includes the following options. Version Specify a version for the EPUB. EPUB 2.0.1 EPUB 2.0.1 is a standard approved by IDPF in 2007. This format is supported on a wide variety of devices. EPUB 3.0 EPUB 3.0 is a standard approved by IDPF in 2011. This format also supports audio, video, javascript, Japanese vertical text.
527 Exporting and publishing Numbers Determines how numbers are converted in the HTML file. If you have used native InDesign autonumbering, subbullets are also included Map To Ordered List Converts numbered lists into List Items, which are formatted in HTML using the
tag. Map To Static Ordered List Converts numbered lists into List Items, but assigns a attribute based on the paragraph’s current number in InDesign.
528 Exporting and publishing Ignore Object Conversion Settings Ignores Object Export Options applied on individual images. See Apply Object export options . EPUB Advanced options The Contents section of the EPUB Options dialog box includes the following options. Split Document You can split the eBook at the specified paragraph style. Splitting results in a larger number of HTML files in the EPUB package, but can be helpful for breaking up long files and increases performance in the EPUB readers.
529 Exporting and publishing • Open a book and from the Book panel menu, choose Export Book to EPUB. 2 Specify a filename and location. 3 From the Save as Type list choose EPUB, and then click Save. 4 In the EPUB Export Options dialog box, specify the desired options in the General, Image, and Contents areas. InDesign creates a single .epub file containing the XHTML-based content. If specified, the exported file may include a cover image.
530 Exporting and publishing The location of the items on the page determines the reading order. If Base On Page Layout is selected, InDesign determines the reading order of page objects by scanning left to right and top to bottom. In some instances, especially in complex, multicolumn documents, the design elements may not appear in the desired reading order. Use Dreamweaver to rearrange and format the contents.
531 Exporting and publishing Settings Apply to Anchored Objects Check to apply these settings to all anchored objects. Image Conversion Lets you choose whether the optimized images in your document are converted to GIF, JPEG, or PNG. Choose Automatic to let InDesign decide which format to use in each instance. Choosing PNG disables the image compression settings.; use PNG for lossless images or for images that include transparency.
532 Exporting and publishing Use Existing CSS File Specify the URL of the existing CSS style sheet, which is usually a relative URL, such as “/styles/style.css.” InDesign does not check whether the CSS exists or is valid, so you’ll want to confirm your CSS setup. Export content to HTML | CS6 & CS5.5 Exporting to HTML is an easy way to get your InDesign content into web-ready form. When you export content to HTML, you can control how text and images are exported.
533 Exporting and publishing If Based On Page Layout is selected, InDesign determines the reading order of page objects by scanning left to right and top to bottom. In some instances, especially in complex, multi-column documents, the design elements may not appear in the desired reading order. Use Dreamweaver to rearrange and format the contents.
534 Exporting and publishing 300 ppi (iPhone 4). You can specify a ppi value for each object selected. Values include 72, 96, 150 (average for all ebook devices today), and 300. Image Size Specify if image size must remain fixed or resized relative to the page. Relative to Page Size sets a relative percentage value based on the size of the image relative to the InDesign page width. This option causes the images to rescale proportionally, relative to the width of the reading area.
535 Exporting and publishing External CSS (CS5.5) Specify the URL of the existing CSS style sheet, which is usually a relative URL, such as “/styles/style.css.” InDesign does not check whether the CSS exists or is valid, so you’ll want to use Dreamweaver to confirm your external CSS setup. Additional CSS (CS6) Specify CSS using the Add Style Sheet button. JavaScript Options Select Link To External JavaScript to run a JavaScript when the HTML page is opened.
536 Exporting and publishing 6 Choose an encoding type from the Encoding menu. 7 To specify export options for images, click the Images tab, and then select one or more of the following: Original Images Places a copy of the original image files in an Images subfolder. Optimized Original Images Optimizes and compresses the original image files and places copies of the files in an Images sub-folder.
537 Exporting and publishing Edit an exported XML file After you’ve used InDesign to create and export an XML file, you can make changes to the XML using either of these methods: • To make changes directly in the XML file, open it in a text or XML editor. • To make changes that will be preserved in the source document, open the InDesign file that the XML was exported from.
538 Exporting and publishing About PDF/X standards PDF/X standards are defined by the International Organization for Standardization (ISO). PDF/X standards apply to graphic content exchange. During PDF conversion, the file that is being processed is checked against the specified standard. If the PDF will not meet the selected ISO standard, a message appears, asking you to choose between canceling the conversion or going ahead with the creation of a non-compliant file.
539 Exporting and publishing General options for PDFs Click the General category in the Export Adobe PDF dialog box to set the following options: Description Displays the description from the selected preset, and provides a place for you to edit the description. You can paste a description from the Clipboard. All Exports all pages in the current document or book. Range Specifies the range of pages to export in the current document.
540 Exporting and publishing Interactive Elements Choose Include Appearance to include items such as buttons and movie posters in the PDF. To create a PDF with interactive elements, choose the Adobe PDF (Interactive) option instead of the Adobe PDF (Print) option. See Export to interactive PDF options. Compression and downsampling options for PDFs When exporting documents to Adobe PDF, you can compress text and line art, and compress and downsample bitmap images.
541 Exporting and publishing JPEG 2000 Is the international standard for the compression and packaging of image data. Like JPEG compression, JPEG 2000 compression is suitable for grayscale or color images. It also provides additional advantages, such as progressive display. The JPEG 2000 option is only available when Compatibility is set to Acrobat 6 (PDF 1.5) or later. Automatic (JPEG 2000) Determines automatically the best quality for color and grayscale images.
542 Exporting and publishing Convert to Destination Converts all colors to the profile selected for Destination. Whether the profile is included or not is determined by the Profile Inclusion Policy. Convert to Destination (Preserve Numbers) Converts colors to the destination profile space only if they have embedded profiles that differ from the destination profile (or if they are RGB colors, and the destination profile is CMYK, or vice versa).
543 Exporting and publishing Output Condition Identifier Indicates a pointer to more information on the intended printing condition. The identifier is automatically entered for printing conditions that are included in the ICC registry. This option is not available when using either of the PDF/X-3 presets or standards, because the file would fail compliance when inspected by the Preflight feature in Acrobat 7.0 Professional and later, or the Enfocus PitStop application (which is a plug-in for Acrobat 6.0).
544 Exporting and publishing Security options for PDFs You can set the following options when you create a PDF or when you apply password protection to a PDF. Options vary depending on the Compatibility setting. Security options are not available for PDF/X standards or presets. Compatibility Sets the type of encryption for opening a password-protected document. The Acrobat 4 (PDF 1.3) option uses a low encryption level (40-bit RC4), while the other options use a high encryption level (128-bit RC4 or AES).
545 Exporting and publishing Enable Copying Of Text, Images, And Other Content Lets users select and copy the contents of a PDF. Enable Copying Of Content And Access For The Visually Impaired Lets visually impaired users use screen readers to read and copy the document. This option is only available for low (40-bit RC4) encryption.
546 Exporting and publishing • Make sure that the file name has a PDF extension if users will view the file on a Windows computer or on the Internet. • To apply predefined Adobe PDF export settings for on-screen viewing, choose Smallest File Size. Note: Adobe PDF files exported from InDesign documents that contain overprints or transparency effects are best viewed in Acrobat 5.0 and later, or Adobe Reader 7.0 and later, with the Overprint Previewoption selected.
547 Exporting and publishing Creating covers and title pages for EPUB (video 05:50) Learn how to create covers and title pages for your EPUB titles. Creating covers and title pages for EPUB (video 05:50) Exporting documents to EPUB (PDF, 265 KB) A short and quick overview on how to export your layouts to EPUB in InDesign CS5. Exporting documents to EPUB (PDF, 265 KB) Exporting to EPUB for the Apple iBookstore (PDF, 2.
548 Chapter 13: Printing Preflighting files before handoff For detailed information and instructions, click the links below. Preflight panel overview Before printing or handing off the document to a service provider, you can perform a quality check on the document. Preflight is the industry-standard term for this process. While you edit your document, the Preflight panel warns of problems that can prevent a document or book from printing or outputting as desired.
549 Printing Define preflight profiles By default, the [Basic] profile is applied to new and converted documents. This profile flags missing or modified links, overset text, and missing fonts. Although you cannot edit or delete the [Basic] profile, you can create and use multiple profiles. For example, you can switch between profiles when working on different documents, when using different print service providers, or when running a single document through different production phases.
550 Printing You can also load a profile that someone else has made available to you. You can load a *.idpp file, or you can load the embedded profile in the document you specify. • To export a profile, choose Define Profiles from the Preflight menu. Choose Export Profile from the Preflight Profile Menu, specify the name and location, and click Save. • To load (import) a profile, choose Define Profiles from the Preflight menu. Choose Load Profile from the Preflight Profile Menu, select the *.
551 Printing Select a different profile Using different profiles is useful in many workflows. For example, you can select different profiles for documents you’re editing at the same time, or you can select a new profile to begin a new production phase. When you select a different profile, the document is reexamined. 1 Open the document. 2 In the Preflight panel, select a profile from the Profile menu. If you want to use this profile whenever you work on this document, embed the profile.
552 Printing Preflight books Choosing Preflight Book from the Book panel menu causes all documents (or all selected documents) to be examined for errors. You can use the profile embedded in each document, or you can specify a profile to use. A green, red, or question mark icon indicates the preflight status of each document. Green indicates that the document has no reported errors. Red indicates errors. A question mark indicates an unknown status.
553 Printing InDesign performs an up-to-date preflight check. The Package Inventory dialog box indicates any detected problem areas. You can also give your service provider a composite PDF file made from your document or a PostScript file. 1 Do one of the following to open the Package dialog box: • Choose File > Package. (If Package does not appear in the File menu, try choosing a different workspace, such as Window > Workspace > Advanced.
554 Printing • In case of any error during pdf/idml creation or during packaging, complete rollback takes place and nothing gets created. • Name of the created idml and pdf file is same as .indd document. View Report Opens the printing instructions report in a text editor immediately after packaging. To edit the printing instructions before completing the packaging process, click the Instructions button. 6 Click Package to continue packaging.
555 Printing More Help topics Link or embed imported text files Creating PostScript and EPS files Document installed fonts Printer’s marks and bleeds Specify printer’s marks When you prepare a document for printing, a number of marks are needed to help the printer determine where to trim the paper, align separation films when producing proofs, measure film for correct calibration and dot density, and so on.
556 Printing When printing, you can override the default location for bleed marks in the Bleed And Slug area of the Marks And Bleed area. Files saved in PostScript file format allow capable post-processing programs to implement their own variable bleed. 1 Choose File > Print. 2 Click Marks And Bleed on the left side of the Print dialog box. 3 Select either All Printer’s Marks or individual marks.
557 Printing Change the page position on the media When you print a document to a cut-sheet media size that is larger than the document size, you can control where the slug and bleed areas, printer’s marks, and page fall on the media by using the Page Position options in the Setup area of the Print dialog box. If a document doesn’t fit the media and needs to be clipped, you can specify which part of the document is clipped. The preview image in the Print dialog box shows the results.
558 Printing • PDF/X, an ISO standard for graphic content exchange that eliminates many of the color, font, and trapping variables that lead to printing problems. A high-resolution composite PDF workflow typically includes a PostScript 3 output device whose RIP supports in-RIP separations. Therefore, if your output device uses PostScript Level 2 or does not support in-RIP separations, use a preseparated PostScript printing workflow.
559 Printing Composite Leave Unchanged is selected by default and it can’t be changed. Produce a print-ready Adobe PDF file A service provider can use Acrobat 7.0 Professional and later to perform preflight checks and color separations. Subsequent versions of Acrobat Professional contain more advanced preflight tools, including the ability to make certain corrections automatically.
560 Printing Flattening transparent artwork Preview color separations Preparing to print separations For detailed information and instructions, click the links below. Creating separations To reproduce color and continuous-tone images, printers usually separate artwork into four plates—one plate for each of the cyan (C), yellow (Y), magenta (M), and black (K) portions of the image.
561 Printing 6 If you’ve created a printer preset with the appropriate separation settings, select it in the Print Preset menu at the top of the Print dialog box. 7 Choose a printer or PostScript file in the Printer menu. 8 If you’re printing to a PostScript file, choose the PPD for the device that will output the separations. 9 To view or change existing print options, click a section name on the left side of the Print dialog box.
562 Printing • To create a gradient that separates on one piece of film between a spot color and white, create a gradient fill between the spot color and the Paper swatch in the Swatches panel. • If you create a gradient between two spot colors, you should assign different screen angles to those spot colors. If two spot colors have the same screen angle, they will overprint each other. If you’re not sure what the angles should be, consult with your prepress service provider.
563 Printing Note: You can also see overprinting effects when you output to a composite printing device. This is useful for proofing color separations. While previewing separations on your monitor can help you detect problems without the expense of printing separations, it does not let you preview trapping, emulsion options, printer’s marks, and halftone screens and resolution. Work with your commercial printer to verify these settings using integral or overlay proofs.
564 Printing 4 To check ink coverage for a specific area, use the pointer to hover over that area in the document window. Ink coverage percentages appear in the panel next to each ink name. You can adjust ink coverage by converting some spot colors to process colors. To adjust ink coverage in placed graphics, edit the graphics in their source applications. Return to normal view 1 Choose Window > Output > Separations Preview. 2 For View, choose Off.
565 Printing Impose a document for booklet printing The Print Booklet feature lets you create printer spreads for professional printing. For example, if you’re editing an 8page booklet, the pages appear in sequential order in the layout window. However, in printer spreads, page 2 is positioned next to page 7, so that when the two pages are printed on the same sheet, folded, and collated, the pages end up in the appropriate order.
566 Printing 2-up Perfect Bound Creates two-page, side-by-side printer spreads that fit within the specified signature size. These printer spreads are appropriate for printing on both sides, cutting, and binding to a cover with adhesive. If the number of pages to be imposed is not evenly divisible by the signature size, InDesign adds blank pages as needed to the back of the finished document.
567 Printing A Color signature for cover B Black-and-white inside page Consecutive Creates a two-, three-, or four-page panel appropriate for a foldout booklet or brochure. The Bleed Between Pages, Creep, and Signature Size are dimmed when a Consecutive option is selected. For example, if you want to create printer spreads for a traditional six-panel, trifold brochure, choose 3-up Consecutive. You may be accustomed to setting up trifolds as one page with three different columns.
568 Printing Bleed Between Pages Specifies the amount of space used to allow page elements to encroach the gap in Perfect Bound printer spread styles. This option is sometimes referred to as crossover.) The field accepts values between 0 and half the Space Between Pages value. You can specify this option only when 2-up Perfect Bound is selected. Creep Specifies the amount of space necessary to accommodate paper thickness and folding on each signature.
569 Printing Preview or view a summary of booklet printing The Preview area of the Print Booklet dialog box lets you review color thumbnails of the printer spreads created by your selected imposition style. You can also see the printer’s marks you’ve specified in the Print dialog box. 1 Choose File > Print Booklet. 2 Do any of the following: • Click Preview on the left side of the dialog box. To flip through the printer spreads, click the scroll arrows.
570 Printing Halftoning To create the illusion of continuous tone, images are broken down into a series of dots. This process is called halftoning. Varying the sizes and densities of the dots in a halftone screen creates the optical illusion of variations of gray or continuous color in the printed image. Color separation Artwork that will be commercially reproduced and that contains more than a single color must be printed on separate master plates, one for each color.
571 Printing Settings you specify in the Print dialog box are saved with the document. Page printing options You can print all pages, even or odd pages only, a series of individual pages, or a contiguous range. Range Specifies the range of pages to print in the current document. Indicate numbers in a range by using a hyphen, and indicate multiple pages or ranges by using commas or spaces. (See Specifying pages to print.
572 Printing Print Non-printing Objects Prints all objects, regardless of your settings to selectively prevent individual objects from printing. Print Blank Pages Prints all pages in the specified page range, even if no text or objects appear on a page. This option is unavailable when you are printing separations. If you are using Print Booklet for composite printing, use the Print Blank Printer Spreads option to print blank spreads added to fill out composite signatures.
573 Printing The list of paper sizes available to InDesign comes from the PPD (PostScript printers) or from the printer driver (nonPostScript printers). If the printer and PPD you’ve chosen for PostScript printing support custom paper sizes, you’ll see a Custom option in the Paper Size menu. Most imagesetters can accommodate regular paper sizes, such as letter and tabloid, as well as transverse orientation, where the regular page size is rotated 90° when printed.
574 Printing In most cases, the page orientation specified in Document Setup (File > Document Setup) and the output orientation specified in the Setup area of the Print dialog box should be the same (both portrait or both landscape), whether you print normal or transverse. If you’re printing spreads, you may want to choose a different paper size and orientation (such as landscape) to fit all pages of a spread on a single sheet.
575 Printing You can conserve a considerable amount of film or paper by using Transverse in conjunction with Offset. Compare the following examples of an image printed by InDesign with Transverse selected and deselected. A Offset value B Gap C Film saved 7 To specify the distance between individual pages when printing on continuous media, enter a value for Gap.
576 Printing Print as bitmap When you print to a non-PostScript printer, you can choose to rasterize all artwork during printing. This option is useful when printing documents that contain complex objects (such as objects with smooth shading or gradients) because it reduces the possibility of errors. 1 Choose File > Print. 2 Select Advanced on the left side of the Print dialog box. 3 Select Print As Bitmap. This option is available only if the printer driver identifies the printer as non-PostScript.
577 Printing Custom page/Cut sheet views Displays the effects of different print settings, depending on your page size. For custom page sizes, the preview shows how the media fits on the custom output device; the maximum supported media dimensions of the output device; and the settings for offset, gap, and transverse. For cut sheets, such as Letter and Tabloid, the preview shows the relationship of the imageable area to the media size.
578 Printing Note: Some InDesign printing features appear in both the printer driver dialog boxes and the InDesign Print dialog box. For best results, specify the settings in the InDesign Print dialog box only. If settings overlap, InDesign tries to synchronize the settings, or to ignore the driver’s settings.
579 Printing Edit print presets ❖ Do one of the following: • Choose File > Print, adjust print settings, and click Save Preset. In the Save Preset dialog box that appears, either type a name in the text box or use the current name. (If the current name is an existing preset, saving overwrites that preset’s settings.) Click OK. • Choose File > Print Presets > Define, select a preset from the list, and then click Edit. Adjust print settings, and click OK to return to the Print Presets dialog box.
580 Printing The following tables list recommended printer drivers and output methods for achieving the best results with postprocessing applications and InDesign. If your document will be processed by an OPI server, or by an imposition, trapping, or other prepress application before it is printed by a RIP, choose PostScript® File in the Printer menu in the InDesign Print dialog box. That way, InDesign has complete control over the DSC output.
581 Printing About device- and driver-dependent PostScript files Select a printer and a supported driver in the Printer menu. A device- and driver-dependent PostScript file has the following characteristics: • It is driver-dependent. The PostScript file will contain code generated by InDesign and by the driver. The InDesign code is primarily responsible for the page content, including font downloading, and for setting basic device information, such as media size, resolution, and screening.
582 Printing Create a device-dependent PostScript file using InDesign Select PostScript File in the Printer menu, and select a PPD. A device-dependent PostScript file has the following characteristics: • It is 100% DSC-compliant, making it ideal for such post-processing tasks as trapping and imposition.
583 Printing Export pages in EPS format Use the Export command to export InDesign pages in EPS format, which you can import into another program. If you export multiple pages, each page is exported as a separate file with a number appended to the end of the filename. For example, if you export pages 3, 6, and 12, and specify the filename News.eps, InDesign will create three files named News_3.eps, News_6.eps, and News_12.eps.
584 Printing None Includes a reference to the font in the PostScript file that tells the RIP or a post-processor where the font should be included. Complete Downloads all fonts required for the document at the beginning of the print job. All glyphs and characters in a font are downloaded even if they don’t appear in the document. InDesign automatically subsets fonts that contain more than the maximum number of glyphs (characters) specified in the Preferences dialog box.
585 Printing 2 Do one of the following in the Trap Presets panel: • Double-click the preset. • Select the preset and choose Preset Options in the panel menu. Compress the trap presets list ❖ In the Trap Presets panel, choose Small Panel Rows in the panel menu. Identify unused trap presets ❖ In the Trap Presets panel, choose Select All Unused in the panel menu. The trapping engine highlights all presets (except [Default] and [No Trap Preset]) that have not been assigned to the current document.
586 Printing Note: You cannot delete either of the two built-in presets: [Default] and [No Trap Preset]. Import presets from another InDesign document 1 In the Trap Presets panel, choose Load Trap Presets in the panel menu. 2 Select the InDesign file and click Open. Assign a trap preset to pages You can assign a trap preset to a document or to a range of pages in a document. Pages with no abutting colors will print faster if you disable trapping on those pages.
587 Printing Trap widths Trap width is the amount of overlap for each trap. Differences in paper characteristics, screen rulings, and printing press conditions require different trap widths. To determine the appropriate trap widths for each job, consult your commercial printer. Default Specifies the trap width in points for trapping all colors except those involving solid black. The default value is 0p0.25.
588 Printing Trap thresholds Step Specifies the color change threshold at which the trapping engine creates a trap. Some jobs need only the most extreme color changes trapped, while others require traps for more subtle color changes. The Step value indicates the degree to which components (such as CMYK values) of abutting colors must vary before trapping occurs.
589 Printing Trap 1-Bit Images Ensures that 1-bit images trap to abutting objects. This option doesn’t use the Image Trap Placement settings, because 1-bit images use only one color. In most cases, leave this option selected. In some cases, such as with 1-bit images where pixels are widely spaced, selecting this option may darken the image and slow the trapping. Set sliding traps 1 Choose New Preset in the panel menu to create a preset, or double-click a preset to edit it.
590 Printing Printing books with conflicting trap presets You can apply one trap preset to one sheet of output, such as one page. Normally this is not a concern.
591 Printing Trapping methods Trap a document using any combination of methods, including the following: • Use process colors that don’t need trapping. • Overprint black. • Manually overprint strokes or fills. • Use Adobe InDesign CS4 built-in trapping or Adobe In-RIP Trapping. • Trap imported graphics using the trapping features in the illustration programs in which they were created. Refer to the documentation for these applications.
592 Printing Trap widths Built-in trapping limits trap widths to 4 points, regardless of the value you enter for the trap widths. For larger trap widths, use Adobe In-RIP Trapping. Vector EPS graphics Built-in trapping cannot trap placed vector EPS graphics; Adobe In-RIP Trapping traps all imported graphics. Trapping imported bitmap images Built-in trapping can trap bitmap images, such as photographs, to text and graphics.
593 Printing Maximizing trapping performance Whether you use Adobe In-RIP trapping or built-in trapping, you can save time by not processing pages that don’t need trapping, such as pages containing black text only. You can use trap presets to enable trapping only for the page ranges that require it. The speed with which built-in trapping is accomplished depends on the speed of your computer system. If you’re trapping every page of a long document, use the fastest computer system you have.
594 Printing • Adobe In-RIP. This option works only when you target an output device that supports Adobe In-RIP Trapping. 7 If your prepress service provider recommends changing ink settings, click Ink Manager. Select an ink, set the options specified by your prepress service provider, and then click OK: 8 Continue specifying other print options, and then click Print to print your document.
595 Printing Tile a document automatically 1 Choose File > Print. 2 In the Setup area of the Print dialog box, select Tile. 3 Choose one of the following options in the Tile menu: Auto Automatically calculates the number of tiles required, including the overlap.
596 Printing 2 In the Setup area of the Print dialog box, select Width to activate the Width and Height boxes. 3 To maintain current document width to height proportions, select Constrain Proportions. Otherwise, make sure that this option is unselected. 4 Type percentages from 1 to 1000 in the Width and Height boxes. If you selected Constrain Proportions, you need to enter only one value; the other is updated automatically.
597 Printing Choose from the following options in the Graphics area of the Print dialog box to control how fonts are downloaded to the printer. None Includes a reference to the font in the PostScript file, which tells the RIP or a post-processor where the font should be included. This option is appropriate if the fonts reside in the printer. However, to ensure that fonts are interpreted correctly, use one of the other font downloading options, such as Subset or Download PPD Fonts.
598 Printing More Help topics About preferences and defaults Import options for graphics Overprinting For detailed information and instructions, click the links below. About overprinting If you have not changed the transparency of your artwork with the Transparency panel, the fills and strokes in the artwork will appear opaque, because the top color knocks out, or cuts out, the area underneath. You can prevent knockout by using the Overprint options in the Attributes panel.
599 Printing • Overprint when the artwork doesn’t share common ink colors and you want to create a trap or overlaid ink effects. When overprinting process color mixes or custom colors that don’t share common ink colors, the overprint color is added to the background color. For example, if you print a fill of 100% magenta over a fill of 100% cyan, the overlapping fills appear violet, not magenta. • Don’t overprint when using a stroke to trap two process colors.
600 Printing 3 In the Attributes panel, do any of the following: • To overprint the fill of selected objects, or to overprint unstroked type, select Overprint Fill. • To overprint the stroke of selected objects, select Overprint Stroke. • To overprint a color applied to the spaces in a dashed, dotted, or patterned line, select Overprint Gap. Overprint a paragraph rule 1 Make sure a swatch exists for your overprint color. 2 Using the Type tool, click an insertion point in a paragraph.
601 Printing It can be cheaper and easier to have the print shop overprint process black on the press. 1 Choose Edit > Preferences >Appearance Of Black (Windows) or InDesign > Preferences >Appearance Of Black (Mac OS). 2 Select or deselect Overprint [Black] Swatch at 100%. Note: Overprint [Black] Swatch at 100% does not affect tints of [Black], unnamed black colors, or objects that appear black because of their transparency settings or styles.
602 Printing Follow these guidelines when adjusting ND values: Metallic and opaque inks Metallic inks are usually darker than their CMYK equivalents, while opaque inks obscure any ink beneath them. In general, you should set the ND values for both metallic and opaque spot colors much higher than their default values to ensure that these spot colors won’t spread.
603 Printing More Help topics Ink Manager overview Mixing inks Ink Manager overview Inks, separations, and screen frequency For detailed information and instructions, click the links below. Ink Manager overview The Ink Manager provides control over inks at output time. Changes you make using the Ink Manager affect the output, not how the colors are defined in the document. Ink Manager options are especially useful for print service providers.
604 Printing Specify which colors to separate Each separation is labeled with the color name that InDesign assigned it. If an icon of a printer appears next to the color name, InDesign creates a separation for the color. Any spot inks—including those defined and used in imported PDF files or EPS graphics—also appear in the ink list. 1 In the Output area of the Print dialog box, select Separations or, if you use a PPD file that supports in-RIP separations, select In-RIP Separations.
605 Printing Note: To improve on-screen accuracy, InDesign uses the Lab values automatically if Overprint Preview is on. It also uses Lab values when printing or exporting if you’ve selected Simulate Overprint in the Output area of either the Print or Export Adobe PDF dialog box. 1 Choose Ink Manager in the Separations Preview panel menu. 2 Do one of the following: • For Lab values, select Use Standard Lab Values For Spots. • For CMYK values, deselect Use Standard Lab Values For Spots.
606 Printing • To specify a custom halftone screen frequency, select the plate to be customized, and then enter the lpi value in the Frequency text box and a screen angle value in the Angle text box. Note: Before creating your own halftone screens, check with your service provider for the preferred frequencies and angles. Also, be aware that some output devices override the default frequencies and angles.
607 Printing Checking separation and document settings The Summary area of the Print dialog box displays a summary of color management information, printer’s marks dimensions, and bleeds for the document. The section also indicates whether trapping has been enabled. You can also perform a quality check before printing or handing off the document to a service provider.
608 Printing Note: To use Adobe In-RIP Trapping, you must be working with in-RIP rather than host-based separations. Otherwise, the trapping feature won’t have access to all of the colors at once, and trapping won’t occur. 5 Click Graphics, and do the following: • For Send Data, choose All. • For Download, choose Complete or Subset, unless fonts will be inserted later (for example, at the RIP or by a post-processing application).
609 Printing Adobe Creative Suite 5/5.5 Printing Guide (PDF, 21 MB) Download this guide to learn how to set up Adobe documents for print. All the information you need for professional printing in one place. Adobe Creative Suite 5/5.
610 Chapter 14: Digital publications Digital Publishing Suite overview Digital Publishing Suite overview The Adobe Digital Publishing Suite is a set of tools and hosted services that lets publishers create and distribute publications on tablet devices such as the Apple iPad. These digital publications are called folios. With InDesign, you can create folios and preview them on a tablet device and on a desktop previewer.
611 Digital publications Using basic Liquid Layout rules: Scale, Recenter, and Based on Master Discover how to apply None, Scale, and Recenter rules when resizing a layout. Also learn the meaning behind "Based on Master." Using basic Liquid Layout rules: Scale, Recenter, and Based on Master Working with Alternate Layouts Learn how to use Alternate Layouts for both print and digital publishing.
612 Chapter 15: Automation Data merge About data merge To create form letters, envelopes, or mailing labels, you merge a data source file with a target document. Data merge is also referred to as mail merge. The data source file contains the information that varies in each iteration of the target document, such as the names and addresses of the recipients of a form letter. A data source file is made up of fields and records.
613 Automation <><><>, <><> Your spreadsheet or database could look like this: 2.Save the data source file—usually a spreadsheet or database file—as a comma-delimited (.csv) or tab-delimited (.txt) text file. Make sure that your data source file is structured in such a way that you can include the appropriate fields in your target document.
614 Automation You cannot insert a line break within a field in the data source file. If it’s necessary to split a field across different lines, create two different fields, such as <> and <>. You can choose Remove Blank Lines For Empty Fields when merging the document to prevent empty lines. However, if any characters, including spaces, appear on the line, the line is not deleted.
615 Automation When you merge data, InDesign creates a new document that replaces the fields with the data you designated in the data source file. You can place data fields on either a master page or a document page. Select a data source Before you insert fields into your target document, select a data source in the Data Merge panel. You can have only one data source file selected per target document. 1 Create or open the document you’ll be using as the target document.
616 Automation 2 Place the insertion point in the text frame where you want the field placeholder to appear, or select the text you want to replace. 3 To insert a field placeholder, do one of the following: • Click a field in the Data Merge panel list. • Drag a field name from the Data Merge panel list, and drop it onto the text frame to add the placeholder. If you drag a text field onto an empty frame, the empty frame becomes a text frame.
617 Automation The changes will be reflected in the Data Merge panel. If the changes are not reflected in the document after updating, deselect Preview to turn it off, and then select Preview again to turn it back on. • To remove the connection to the data source file, choose Remove Data Source from the Data Merge panel menu. • To switch to a new data source file, choose Select Data Source from the Data Merge panel menu, and then specify the new data source file.
618 Automation • To delete a placeholder, select the placeholder and press Backspace or Delete. Note: In Story Editor view, text placeholders are displayed in the same way as hyperlinks. Some Data Merge panel options are not available in Story Editor view. Set content placement options Use the Content Placement Options dialog box to specify the default settings for the current document or for all future data merge projects.
619 Automation 6 If you selected Multiple Records on the Records tab, click the Multiple Record Layout tab, and specify the following: • For Margins, type values to specify the distance between margin guides and each edge of the page. • For Layout Of Records, select either Rows First or Columns First, and then specify the spacing between the columns and rows. 7 If you selected Multiple Records, select Preview Multiple Record Layout to review changes made in the Create Merge Records dialog box.
620 Automation The report displays each overset instance in a numbered list showing the page number the text appears on, overset character/word count and a snippet of the overset text. If the report appears when you create a merged document, use the report to fix the overset condition. For example, you may want to increase the text frame size, decrease the font size, or edit the text.
621 Automation • Web Hyperlink: URL: (For example “URL:http://www.google.com”) • Text Message: SMSTO:: (For example: “SMSTO:9818143551:Hi”) • Email: MATMSG:\nTo: (example: “MATMSG:\nTO:johndoe@adobe.com\nSUB:Hi;\nBODY:;;”) • Business Card: BEGIN:VCARD\nVERSION:2.1\nN:Smith;John\nFN:John Smith\nORG:Adobe Systems\nTITLE:Engineer\nTEL;CELL:+919876543210\nTEL;WORK;VOICE:123456789\nADR;WORK:;;Street ABC;Seattle;Washington;98101;US\nEMAIL;WORK;INTERNET:abc@adobe.
622 Automation Integration with Creative Cloud Add-ons via the Browse Add-ons menu You can search and install plug-ins, extensions, and more for Adobe InDesign and other products from the Adobe Addons website. • To add-on InDesign with the additional plug-ins select Window > Browse Add-ons. These add-ons can be free or paid. All the installed/acquired plug-ins from the creative cloud app for InDesign get synced to InDesign from this workflow. It takes you to the browse add-ons webpage.
623 Automation You can then double-click a script in the Scripts panel to run it, or you can run scripts using Quick Apply. The Script Label panel lets you specify a label for a page item, such as a text frame or shape. Specifying labels for page items is especially useful for writing scripts in which you need to identify an object. For detailed information on adding, running, and editing scripts, see the Scripting Guide on the Adobe website at http://www.adobe.com/devnet/indesign/documentation.html.
624 Automation For more information on installing and using these sample scripts, see www.adobe.com/go/learn_id_scripting_readme_cs5_en (PDF).
625 Chapter 16: Accessibility Creating accessible PDF documents (PDF, 2.6 MB) Creating accessible PDF documents (PDF, 2.
626 Chapter 17: System requirements System requirements for Indesign System requirements for Indesign Last updated 10/4/2014
