Becoming familiar with default panels
Video: Becoming familiar with default panelsContinuing with our tour of the InCopy interface, let's take a look at all of the default panels and toolbars that we have. First, you should know that all of the panels and toolbars that you see can be accessed individually by going to the Window menu. So if you're coming from Microsoft Word and you're used to going to the View toolbar's flyout, this is where you go instead. So starting from Assignments at the top and ending with Utilities at the bottom, and as you can see some of these have flyouts, this is where you can access all toolbars and all panels in one location.
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In Collaborative Workflows with InDesign and InCopy Anne-Marie Concepción shows how Adobe InCopy and InDesign work together, helping editors and designers collaborate on publications, and save time and money, with no additional hardware, software, or expensive publication management systems. This course shows how to set up for the workflow, how to address cross-platform Mac and Windows issues when working in a mixed environment, how to work with remote writers and designers, and how to integrate with Microsoft Word. Exercise files are included with the course.
- Setting up projects and users on a local network
- Using e-mail-based assignments and Dropbox to manage remote users
- Copyfitting and formatting text
- Using advanced editing tools
- Working with paragraph, character, and table styles
- Tracking changes in InCopy and InDesign
- Creating cross-references and hyperlinks
- Creating InCopy templates
- Combining InCopy with Microsoft Word
- Inserting and formatting images
- Reviewing features specific to InDesign
Becoming familiar with default panels
Continuing with our tour of the InCopy interface, let's take a look at all of the default panels and toolbars that we have. First, you should know that all of the panels and toolbars that you see can be accessed individually by going to the Window menu. So if you're coming from Microsoft Word and you're used to going to the View toolbar's flyout, this is where you go instead. So starting from Assignments at the top and ending with Utilities at the bottom, and as you can see some of these have flyouts, this is where you can access all toolbars and all panels in one location.
Going across the top, we have something called the Application bar, and this is something that can be turned on and off at will if you're using the Mac version of InCopy. With the Windows version of InCopy, it's part and parcel of the Main menu. So, in the Application bar, you have things like the view scale or zoom level percentage that you can edit here, a link to Bridge, and then some frequently accessed menu commands from these little widgets are what they're called. So if you want to hide/show Frame Edges, hide/show Guides, that kind of things, you can just select them from here.
This one lets you change from Normal to Preview mode, and this one is called the N-up view or Arrange Documents. So if you have more than one document opened, you can see them side-by-side, rather than tabbed, as they are in this interface, by choosing one of these little arrangements. The workspace switcher lets you switch among different workspaces, and what is a workspace? It is a combination of panels and toolbars and their options that you've set and where they're located in the interface, whether they are open or closed in other words.
So InCopy ships with some preset workspaces that you can't really modify, but you can easily create new workspaces on the fly. And then in the Application bar is a quick way to look up help. So if you need some information, for example, with checking out a story you could just choose check out here, and it will immediately jump you to that topic in help. I am going to talk about that in a later video. But the main action is happening over here on the right. This is called the panel dock and when you switch among different workspaces, the panel dock also switches.
So I am going to go back to Advanced, which is the one that I recommend that you start with, even though it's called Advanced, because it has some of the most frequently accessed panels in there. To open up a panel from the panel dock, you just click on its name. Or if you happened to know the keyboard shortcut, you can choose a keyboard shortcut, and it will open. You can only have one panel at a time open, if they're being opened from the dock. So, for example, if I want to look at paragraph styles and I click on the Paragraph Styles tab, then the Assignments panel closes and the Paragraph Styles opens.
Now you can resize the dock. If you hover over the left-hand side, you can drag it over to the right. So, for example, if you happened to memorize all of these little icons, you can give yourself a little bit more screen real estate. You can also click on this little double triangle at the top, called Expand panels, and that will expand them to show you all of the contents. Maybe you prefer work in this view. To collapse the panels, you just click that again. And that works whether or not you're showing the names of the panels, so I can expand or collapse them.
Now going across the bottom, we actually have two toolbars, one right next the other. The one on the far left is grayed out, because we're in Layout view. That one only becomes enabled when we're in Story or in Galley mode. The one to the right of that is called the Copyfit Progress Info and Story Info, and they're combined into one toolbar. Now the Story Info will give you, if I click inside of a story, the word count, line count, character count, and column depth of that story.
And then the Copyfit Progress Info tells you if you are overset or underset. We'll be talking about this in detail later on. If I switch over to, let's say Story, then you'll see that this panel becomes active, that is the Galley and Story Appearance toolbar. So I can, for example, change the type size of the editing font. This doesn't really change the type size of the actual document. But say that this is kind of hard to read. I could change this to 18 points, for example. And you can also change the typeface, and you can change how much space is between each line, the line spacing.
Now that we are in Story mode, notice that the toolbar at the left, some of these tools are grayed out, because many of these are only available in Layout view. So if go to Galley view, the same thing, you can see they are grayed out, but the Galley and Story Appearance one is active. So if I go to the Layout view, then you'll see that all the tools are available. So this is the Tools panel, and the Type tool is the one that you normally stay with. That's the large T. 99% of the time, this is the tool that you are going to be using. And I know coming from a program like Word that has no Tools panel, really - you're constantly using the type cursor, that this is a little strange.
But we'll have videos in this title that show how to use each one of these. And then going across the top, we have two more toolbars. The first one is called the Command bar, and it has typical frequently accessed commands that you can use if you are a button-clicker kind of person as opposed to a keyboard shortcut or menu-chooser kind of person. So, for example, you click on this one, that will create a new document in InCopy, kind of like a new Word document. It's like a new word processing document. You can save and print and shortcuts to find/change and check spelling.
You can choose to show/hide hidden characters. That's what the Command bar is all about. And then to the right that, we have the Track Changes toolbar. The Track Changes toolbar has exactly the same command as the Changes dropdown menu, and again this is for tracking changes in InCopy. So that's the Cook's tour of the default panels and toolbars in Adobe InCopy CS5. There are lots of ways to customize it, but I think that you'll find that what you get by default is more than enough to do most projects.
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