Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Defining a username

From: Up and Running with InCopy CS5

Video: Defining a username

Before you start working with InCopy documents, you need to establish yourself as an InCopy user in the workflow, by assigning your name to the application. Until you do this, you will not be able to work with other InDesign and InCopy users. I'm beginning this video with InCopy already open on my computer. And to assign a name to InCopy, I'm going to come up here to the File menu and I'm going to choose User. Now, this style log box allows you to specify your user name. And you may have already encountered this, because before you can even create a document or open a document.

Defining a username

Before you start working with InCopy documents, you need to establish yourself as an InCopy user in the workflow, by assigning your name to the application. Until you do this, you will not be able to work with other InDesign and InCopy users. I'm beginning this video with InCopy already open on my computer. And to assign a name to InCopy, I'm going to come up here to the File menu and I'm going to choose User. Now, this style log box allows you to specify your user name. And you may have already encountered this, because before you can even create a document or open a document.

It will automatically display this dialog box, letting you know that you know that you need to assign a user, for yourself. Now the user name is very flexible, and there's no authentication here in any way. But you do need to assign yourself a unique user ID, what I generally do is recommend that people use the first part of their email address, or maybe the first letter of their first name, and the last name. Or if you're in a small enough organization, you could probably easily just use your first name. Now I should also point out that both InDesign and InCopy users need to perform this function.

In order for the workflow to work, everyone needs to have a unique ID and you'll see in a little bit how much benefit this provides to you because, by assigning a user ID, you can see who has files open and who's working on different files. So, I'm in InCopy, and I'm going to assign a real basic user name because generally editors and writers are the ones who are using InCopy. I'm going to give this person a user name called Ed, and Ed is going to be the editor for this video and for future videos as well, but that's going to represent the editor and we can identify him now by name.

In addition, you can assign each user a color. Now In Copy doesn't care much about this but it's more for your benefit because as we start working in the Work Flow people who are using different files will show up using this color. So, once again if you are in a small enough organization you can each pick a unique color and that will also help to visually identify you in the Work Flow. So I'm going to scroll through this list. And I'm just going to pick a basic color here. I think I'll go with maybe a tan color or maybe ochre for Ed.

And when I click okay, now in copy is happy and ready to start creating new documents. In addition, keep in mind, InDesign users need to do the same thing. In the future, if you decide that you need to change or modify the user that is using this version of Incopy, you can just come up here to the file menu and choose user and make your change. I will point out that you can't make this change when you have a document open. So it's important that you close all your documents and then make this change. I'm going to go ahead and click OK.

As you can see, there's not much to assigning a name to yourself in InCopy but it's a critical step, and needs to be done to move forward. So what are ya' waitin' for?

Show transcript

This video is part of

Image for Up and Running with InCopy CS5
Up and Running with InCopy CS5

31 video lessons · 1811 viewers

Chad Chelius
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Up and Running with InCopy CS5.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.