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Designing a Newsletter
Illustration by John Hersey

Saving as a template


From:

Designing a Newsletter

with Nigel French

Video: Saving as a template

So here is our finished version. When you come to do next month's version, you're going to be using this as the template for that version. Now templates means different things to different people and how you approach the template is largely a matter of preference. You could just do a Save As on the last month's version and then that is effectively your working template. Or you can save it officially as an InDesign template, strip out any content specific to this issue, just retaining those elements that are repeating.
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  1. 6m 54s
    1. Welcome
      1m 8s
    2. Using the exercise files
      1m 28s
    3. Overview
      4m 18s
  2. 22m 2s
    1. Saving a custom workspace
      2m 8s
    2. Deconstructing the document
      3m 3s
    3. Using a template
      1m 38s
    4. Setting up the workspace
      4m 58s
    5. Setting up the document
      1m 49s
    6. Creating layers
      1m 7s
    7. Creating the baseline grid
      3m 5s
    8. Creating text and picture frames
      4m 14s
  3. 23m 45s
    1. Choosing images
      2m 17s
    2. Placing images
      3m 24s
    3. Fitting images with object styles
      2m 26s
    4. Cropping images
      3m 9s
    5. Creating cutouts
      4m 26s
    6. Creating partial cutouts
      2m 24s
    7. Fixing a problem image
      5m 39s
  4. 39m 45s
    1. Placing text
      6m 30s
    2. Cleaning up text
      2m 49s
    3. Designing body text
      8m 46s
    4. Designing headlines: 36, 24, 16, 12
      11m 20s
    5. Loading styles
      1m 54s
    6. Applying styles
      4m 35s
    7. Working with text wraps
      3m 51s
  5. 1h 22m
    1. Designing the nameplate
      11m 49s
    2. Designing footers
      6m 0s
    3. Choosing and creating colors
      4m 49s
    4. Designing color panels
      8m 16s
    5. Creating drop caps
      4m 19s
    6. Creating department heads
      9m 8s
    7. Designing a review section
      7m 12s
    8. Designing a calendar
      4m 39s
    9. Finessing text
      5m 33s
    10. Designing the masthead
      5m 8s
    11. Designing the feature spread
      3m 10s
    12. Creating pull quotes, captions, and photo credits
      7m 24s
    13. Designing a mailing area
      2m 32s
    14. Designing a table of contents
      2m 15s
  6. 27m 20s
    1. Using live preflight
      6m 8s
    2. Proofing and imposing pages
      4m 33s
    3. Making a print-ready PDF
      4m 15s
    4. Making a screen PDF
      1m 49s
    5. Packaging
      3m 17s
    6. Saving snippets
      3m 48s
    7. Saving as a template
      3m 30s
  7. 29s
    1. Goodbye
      29s

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Designing a Newsletter
3h 22m Intermediate Jun 04, 2009

Viewers: in countries Watching now:

Creating a successful newsletter means spending less time on repetitive tasks and more time creating the design. In Designing a Newsletter, graphic designer and Adobe Certified Instructor Nigel French teaches effective design and production techniques. He uses Adobe InDesign, Illustrator, Photoshop, and Bridge to create an eight-page newsletter that's eye-catching and impactful. Nigel establishes an efficient workflow using multiple programs, examines the aesthetics of integrating text with images, and teaches best practices for outputting a final document. Exercise files accompany the course.

Topics include:
  • Identifying the common parts of a newsletter
  • Working with multiple stories and images
  • Placing, scaling, and cropping images
  • Using various typefaces and formatting text to fit the message
  • Establishing efficient workflows with paragraph styles, character styles, object styles, and master pages
  • Designing mastheads, footers, and tables of contents
  • Preflighting and proofing documents
  • Creating print-ready PDF files
Subjects:
Design Page Layout Print Design Projects Design Skills
Software:
Bridge Illustrator InDesign Photoshop
Author:
Nigel French

Saving as a template

So here is our finished version. When you come to do next month's version, you're going to be using this as the template for that version. Now templates means different things to different people and how you approach the template is largely a matter of preference. You could just do a Save As on the last month's version and then that is effectively your working template. Or you can save it officially as an InDesign template, strip out any content specific to this issue, just retaining those elements that are repeating.

And that's actually what I'm going to do. So I'm going to choose File and Save As and then I'm going to save it as a template. And I'll just call it newsletter and it's going to have the extension INDT. When I click Save, see it's got a slightly different icon there. Now when I close that, Command or Ctrl+W, and what we see here is my original final version. I'm going to open the template again.

When you open a document, you can either open it normally, an original, or a copy. The normal behavior for a template is to open as an untitled document. So there is no danger of me being able to overwrite the original because this is a copy effectively. And once opened, I could now do a Save As on this and continue as Normal. There were no restrictions. This is now an InDesign document, currently Untitled-10, but based upon that template.

But I think what I want to do is strip out some of the content before I actually save the templates. So I'm going to close that one without saving and then open up the template again, and this time I'm going to choose Open Original. And that's going to actually open the template itself. So here what I'm going to do is using my Direct Selection tool, I'm going to select the images. I'll turn my Guides on so we can see the frames are being retained. And I'm going to go ahead and delete the specific content. I think I'll leave the TOC pieces of text there. They can just be typed over to replace them.

The headline, I think I'll leave that. Since it's a placeholder for next month's headline. But all of this text right here, I'm going to select it with my Type tool, Command or Ctrl+A to Select All, and Delete. And that's going to retain the frames. The frames are still there and if we go to the end, we can see the frames are still there. They are still threaded, including this frame here on the pasteboard to contain any over matter that there might be. But the content has gone and I'll just carry on through my document deleting all of the specific content leaving me only with repeating elements like this, and this, and this. They are going to run in the same position from month to month.

So as well as those pieces of content that I choose to leave on my page, our template of course also inherits all of the hard work that we put into the newsletter. All of the Paragraph Styles, all the Character Styles, all the Object Styles, the elements that we put on our mater page and the layers. So next month, it will take you a lot less time to create the newsletter.

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