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InCopy CS4 and InDesign CS4 Workflow Essential Training

with Anne-Marie Concepción

Video: Welcome

Demonstrates how InCopy integrates with InDesign to make publishing faster, more efficient, and more collaborative.
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  1. 4m 1s
    1. Welcome
      1m 39s
    2. Using the exercise files
      2m 22s
  2. 32m 58s
    1. Title overview
      3m 48s
    2. Understanding the parallel workflow
      5m 49s
    3. Rewards and challenges in the new workflow
      11m 21s
    4. Requirements and recommendations
      6m 2s
    5. What's new in InCopy CS4
      5m 58s
  3. 32m 42s
    1. Setting up projects and users
      4m 49s
    2. Understanding stories and frames
      5m 52s
    3. Making stories editable for InCopy from InDesign
      6m 12s
    4. Editing workflow stories in InCopy
      7m 10s
    5. Checking stories in and out
      5m 51s
    6. Completing a project in InDesign
      2m 48s
  4. 51m 6s
    1. Three main views of a file
      9m 34s
    2. Default panels and toolbars
      17m 35s
    3. Managing panels
      9m 41s
    4. Navigating stories and views
      14m 16s
  5. 53m 30s
    1. Working with the Assignments panel
      8m 13s
    2. Editing in Layout view
      9m 42s
    3. Editing in Story or Galley view
      8m 12s
    4. Copyfitting text
      5m 45s
    5. Inserting special characters
      10m 20s
    6. Importing text
      7m 19s
    7. Working with read-only layouts
      3m 59s
  6. 32m 5s
    1. Applying styles for Copyfit
      12m 56s
    2. Applying local character formatting
      10m 51s
    3. Applying local paragraph formatting
      8m 18s
  7. 1h 1m
    1. Checking spelling
      6m 45s
    2. Using the language dictionaries
      5m 39s
    3. Using the thesaurus
      2m 23s
    4. Using Find/Change
      10m 3s
    5. Working with Autocorrect
      2m 52s
    6. Using text macros
      4m 54s
    7. Using inline notes
      7m 45s
    8. Using the Customizable Links panel
      7m 15s
    9. Collaborating with Share My Screen
      6m 8s
    10. Working with built-in scripts
      8m 8s
  8. 41m 30s
    1. Adding footnotes
      4m 33s
    2. Using conditional text
      9m 51s
    3. Creating hyperlinks
      7m 30s
    4. Inserting cross-references
      10m 26s
    5. Working with tables
      9m 10s
  9. 18m 48s
    1. Setting up and using Track Changes
      9m 32s
    2. Customizing the markup
      3m 53s
    3. Accepting and rejecting changes
      5m 23s
  10. 25m 2s
    1. Using the Position tool
      7m 0s
    2. Using the Object menu
      5m 47s
    3. Importing and replacing images
      5m 0s
    4. Inserting images into the story
      7m 15s
  11. 29m 59s
    1. Creating new InCopy documents
      5m 54s
    2. Creating InCopy templates
      12m 14s
    3. Opening linked InCopy stories directly
      4m 20s
    4. Opening Word files in InCopy
      7m 31s
  12. 27m 19s
    1. Exporting stories to Word and RTF
      5m 23s
    2. Exporting galleys and stories to PDF
      8m 30s
    3. Exporting layouts to PDF
      7m 10s
    4. Printing from InCopy
      6m 16s
  13. 46m 20s
    1. Exporting stories from the layout
      10m 41s
    2. Working with the Assignments panel in InDesign
      5m 42s
    3. Editing and updating files
      6m 49s
    4. Using inline notes in InDesign
      6m 56s
    5. Workflow features in the Links panel
      6m 44s
    6. Placing new InCopy files
      4m 5s
    7. Closing out of a project
      5m 23s
  14. 23m 8s
    1. Layout workflow overview
      1m 23s
    2. Basic principles of a layout-based workflow
      9m 56s
    3. Updating stories and designs
      6m 38s
    4. Tips for successful layout worfklows
      5m 11s
  15. 37m 15s
    1. Assignment workflow overview
      2m 0s
    2. Creating assignments in InDesign
      9m 34s
    3. Working with assignments in InCopy
      11m 54s
    4. Keeping layout files local
      6m 4s
    5. Tips for successful assignment workflows
      7m 43s
  16. 16m 12s
    1. Remote workflow overview
      3m 16s
    2. Creating assignment packages in InDesign
      4m 56s
    3. Working with assignment packages in InCopy
      6m 1s
    4. Keeping packages up to date
      1m 59s
  17. 7m 24s
    1. Community help and resources
      6m 29s
    2. Goodbye

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InCopy CS4 and InDesign CS4 Workflow Essential Training
Video duration: 0s 9h 1m Beginner


InCopy and InDesign CS4 Workflow Essential Training introduces designers and copy editors to a dynamic creative process. Anne-Marie Concepción demonstrates how InCopy integrates with InDesign to make publishing faster, more efficient, and more collaborative. She shows the steps editors and designers can take to work concurrently, reducing the number of revision rounds and offering editors more control over the final publication. For those familiar with this workflow, Anne-Marie highlights several new CS4 features, including automatic cross-references, conditional text, built-in screen sharing, and the ability to edit table text in Story view or Galley view. Exercise files accompany the course.

Topics include:
  • Setting up a workflow: requirements and recommendations
  • Allowing multiple InCopy users to access a single InDesign file
  • Using InCopy's editorial tools and word processing features
  • Managing an InDesign workflow
  • Creating cross-references, hyperlinks, and footnotes
  • Using InCopy as a standalone word processor
InCopy InDesign


Hello and welcome to InCopy CS4 and InDesign CS4 Workflow Essentials. I'm Anne-Marie Concepcion and I'll be your friendly guide to learning how to set up and enjoy a smoothly running production workflow using these two amazing programs. As an Adobe Certified Trainer and publishing consultant I have helped hundreds of designers and editors learn how to work in parallel using InDesign and InCopy. And I never tire of hearing them say, you know I can't believe we ever put out an issue without this workflow.

This video is for anyone involved in getting a publication put together and out the door. Designers, editors, production artists, writers, copyeditors, and the managers and IT staff who support them. If you are new to the InDesign and InCopy workflow, let me tell you the reason that people are excited about it is that InCopy lets editors open InDesign layouts while they are still in production. And edit copy to fit, instead of waiting for a paper proof to make its way to their cubical for their markup. And since multiple InCopy users can work on the same publication concurrently, even while the designer is developing the spreads in InDesign, companies typically see huge time savings in projects' turnarounds. Editors enjoy much more control over the content and the designers, freed of editorial responsibilities, have more time to spend designing.

Those of you familiar with the workflow already and have come here to see what's new in the CS4 workflow won't be disappointed. From automatic cross-references to built-in screen sharing, or even just finally being able to edit table text in Story view, CS4 does not disappoint. So sit back and enjoy the show, and I'll see you in Chapter 1.

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