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Using the Folio Builder panel

From: InDesign CS6: Interactive Documents

Video: Using the Folio Builder panel

A folio is the basic unit of production in the DPS workflow. So let's see how to create and work with folios in the Folio Builder panel in InDesign. First off, folios are composed of one or more articles. Each folio you produce becomes an issue in the library of either the generic Adobe Content Viewer or a custom multi-issue viewer. If you create a custom single issue viewer, the folio includes all the contents of that viewer app. In InDesign, you use the Folio Builder panel to create folios and articles. You can open the Folio Builder panel by choosing Window > Folio Builder.

Using the Folio Builder panel

A folio is the basic unit of production in the DPS workflow. So let's see how to create and work with folios in the Folio Builder panel in InDesign. First off, folios are composed of one or more articles. Each folio you produce becomes an issue in the library of either the generic Adobe Content Viewer or a custom multi-issue viewer. If you create a custom single issue viewer, the folio includes all the contents of that viewer app. In InDesign, you use the Folio Builder panel to create folios and articles. You can open the Folio Builder panel by choosing Window > Folio Builder.

You don't have to have any InDesign documents open to see the folios you've created. The Folio Builder panel includes three views, the Folio View, Article View and Layout View. And until you get oriented it can be a little confusing about what's being displayed. Right now in my folio panel I can see at the top that I'm in Folio View and that all these folios are Local. They haven't been uploaded to my account. If I were signed into my account @acrobat.com, I would get a pop-up menu here or I could choose to view just my Local folios, just ones in the cloud, private folios, shared folios or all folios.

On the right I have a menu where I can sort my folios, according to when they were updated, alphabetically, by publication date, and I can reverse the listing. The circle on the far right indicates my status, as to whether I am signed into my account. In the Panel menu I can create a new folio, sign in to my account, sign up for an account, open the DPS web site, go to the DPS Help page and check which version of the DPS tools I'm using. Let's check which version of the tools we are using. These tools are updated quite frequently and the way you can tell exactly which version or drop of these tools you have is by the numbers after last period.

So in this case I'm using drop 20. In the main part of the panel, I am now looking at my folios. If I hover over one, I get a tooltip displaying some information about the folio. If I click on the folio, it's highlighted. Now in the Panel menu I have more options. So for example, I can rename the folio, I can delete the folio, I can check its properties, and so on. Let's look at the Properties. Publication Name is the name that will appear in the viewer application. If I'm just working with a Local folio, I don't need to give it a name.

It's important that you don't use any special characters in the publication name to avoid any problems, so just stick to numbers and spaces. Selecting Right Edge Binding will create a folio that displays articles from right to left, rather than left to right in the viewer. I can assign separate Cover Previews for both the horizontal and vertical orientations. Cover images should be 72 pixels per inch, JPEG or PNG files, with the same pixel dimensions as the device you are targeting. So for an iPad you could create a cover preview that was 1024x768.

For now, I'll just cancel out and we can continue our tour of the panel. To view the articles within a folio, I can either click on the small triangle on the right-hand side or I can double- click anywhere within the folio listing. Now I am at the Articles view, where I can see all the articles in the folio that I double-clicked. And I can click and drag to rearrange articles if I want to. In the Articles view, I can go to the Panel menu and I can import additional articles. I can import a Single Article or Multiple Articles.

With an article selected, I can update it, I can rename it, I can delete it, or relink it to a different InDesign file. I can also set properties for the article. The Title is what will appear as a title in the viewer. The title is different from the article name that you see in the Folio Builder. The Article Name is what's used to create links between articles. I can set a Description to appear when the folio is viewed in browse mode. Down below for the Table of Contents Preview, I can have a thumbnail automatically generated or I can replace that with a custom icon that I specify here.

The file would need to be a 70x70 pixel PNG file. For articles that are made up of just one page, I can select Smooth Scrolling and I can select it in Horizontal Only, Vertical Only or in Both Directions. If I don't select Smooth Scrolling, then scrolling will snap to each page. I can select Horizontal Swipe Only to allow users to move through an article by swiping left and right, instead of up and down. Byline would typically be the author's name; Kicker would be the section title of the overall publication.

You can also tag an article as an advertisement to prevent it from appearing in the viewer Table of Contents. Folios are made up of articles and articles are made up of layouts. So when I am at the Articles view, I can see its layouts either by clicking the small triangle on the right or double-clicking the Article Name. Now I am at the Article view. If I hover over an article, I can see its location on disk and to open a layout, I could double-click on it. So in the Folio Builder panel, double- clicking always drills down, from folio to article and from article to layout.

To go back up one level from the Layout view to the Article view, I can click on the folio name, now I am back up at the Articles level, and then to go up to the Folio View I can click on the little triangle on the left. Now I am at the Folio View. At the bottom of the panel, I have buttons to preview the folio, create a new one or to delete a selected folio. So that's an overview of the Folio Builder panel. Next, we will create a new folio and set up its properties.

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This video is part of

Image for InDesign CS6: Interactive Documents
InDesign CS6: Interactive Documents

73 video lessons · 24897 viewers

Mike Rankin
Author

 
Expand all | Collapse all
  1. 1m 45s
    1. Welcome
      1m 2s
    2. Using the exercise files and scripts
      43s
  2. 22m 41s
    1. Case study: tomaxxi's InDesign shortcuts guide
      4m 19s
    2. Case study: The Magic of Reality app
      3m 20s
    3. Exploring PDF digital magazines: InDesign Magazine
      2m 45s
    4. Looking at digital newspapers: BostonGlobe.com
      3m 44s
    5. Reviewing digital magazines: National Geographic
      4m 58s
    6. Exploring iamboundless.com
      3m 35s
  3. 21m 56s
    1. Setting preferences for interactive documents
      6m 32s
    2. Customizing the workspace
      5m 48s
    3. Understanding intent and presets
      3m 5s
    4. Working with images and swatches
      5m 2s
    5. Installing scripts
      1m 29s
  4. 37m 24s
    1. Using Liquid Layout
      9m 17s
    2. Creating alternate layouts
      4m 4s
    3. Using primary text frames
      3m 49s
    4. Using the Content Conveyor
      5m 42s
    5. Linking text
      4m 32s
    6. Linking page items
      3m 19s
    7. Fitting frames to content
      3m 33s
    8. Using style mapping
      3m 8s
  5. 49m 48s
    1. Reviewing what we're going to build
      1m 56s
    2. Previewing with the SWF Preview panel
      4m 51s
    3. Presentation design tips
      2m 41s
    4. Setting up a presentation file with layers
      4m 53s
    5. Creating a navigation system
      8m 32s
    6. Creating a title and content slides
      7m 57s
    7. Overriding master page items
      5m 59s
    8. Setting page transitions
      4m 34s
    9. Creating hyperlinks
      3m 40s
    10. Using the slug for notes
      4m 45s
  6. 37m 40s
    1. Understanding what we're going to build
      1m 11s
    2. Building an interactive table of contents
      5m 9s
    3. Building a navigation system
      4m 5s
    4. Creating PDF-only buttons
      3m 33s
    5. Using a SWF slideshow in a PDF
      9m 33s
    6. Placing a video and using the Media panel
      5m 44s
    7. Setting navigation points
      4m 28s
    8. Placing a video from a URL
      1m 21s
    9. Creating hyperlinks from URLs
      2m 36s
  7. 18m 6s
    1. An overview of PDF forms
      2m 6s
    2. Creating text fields and signature fields
      3m 13s
    3. Creating list boxes and combo boxes
      3m 55s
    4. Creating checkboxes and radio buttons
      3m 47s
    5. Creating tab order for PDF forms
      3m 14s
    6. Creating Submit, Print, and Clear Form actions
      1m 51s
  8. 53m 36s
    1. Exploring the Animation Encyclopedia script
      10m 57s
    2. Using the Animation panel
      6m 56s
    3. Animating on a motion path
      3m 57s
    4. Animating a list
      4m 29s
    5. Creating navigation buttons
      5m 15s
    6. Creating a multi-state object
      6m 23s
    7. Creating a page number indicator
      2m 57s
    8. Animating an opening page
      3m 9s
    9. Creating a multi-purpose button
      3m 11s
    10. Exporting your presentation and embedded fonts to SWF
      3m 46s
    11. Working with transitions and animation
      2m 36s
  9. 40m 34s
    1. An overview of the DPS workflow and the publishing process
      4m 31s
    2. Creating hyperlinks
      5m 17s
    3. Creating slideshows
      3m 25s
    4. Using the Image Sequence feature
      4m 58s
    5. Adding audio and video
      5m 6s
    6. Creating panoramas
      4m 21s
    7. Adding web content
      3m 56s
    8. Panning and zooming
      4m 1s
    9. Creating scrollable frames
      4m 59s
  10. 27m 18s
    1. Using the Folio Builder panel
      5m 28s
    2. Creating a folio
      5m 28s
    3. Adding articles to a folio
      5m 47s
    4. Using the Content Viewer to preview a folio
      3m 53s
    5. Using the Folio Producer
      4m 54s
    6. Viewing a folio on an iPad
      1m 48s
  11. 49s
    1. Next steps
      49s

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