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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.
All right, I've mentioned that one of the advantages of using the assignment based workflow is that the designer, if desired, could keep the layout file, the INDD file, local on their hard drive. Sometimes some IT departments don't like the designers to work off InDesign off the network. It's okay for the PC users to work off the network, but the Mac users have a wonky kind of connection with the server. You can work around that if you use an assignment based workflow. So here, I've copied the project folder to my Desktop on my Macintosh and the project folder is locallayout here, just our friend the HanselandPetal_Catalog.
No stories have been put into the workflow yet. So, I am just going to go ahead and open it InDesign, working off my local hard drive as normal. Let's say that we want to create an assignment for an InCopy user to edit this spread. I am going to open up the Assignments panel. I'll select a few items. Then I'll drag and drop it onto the New Assignment icon. It's my favorite way of creating a new assignment. First spread, we'll assign it to Joe. At this point, you don't want to click OK. You want to change the location of the assignment file. Do you see how InDesign defaults to storing it at the same location of the layout file? So it's going to create that Assignments folder in here, since it's not finding one.
We don't want it to save it to my Desktop. We want to save it to the server. So you click Change for the location for the Assignment File. Find your server. You might have a new folder on there. We'll call it spring catalog assignments. We'll save the ICMA assignment in there. Make sure that it's saving it to the correct location on the server, spring cat assignments, okay. But now because we've changed the location, now InDesign wants to know okay, where do you want to save the linked InCopy stories, the ICML files that you dragged over? Well, then you're going to have to create your own folder inside the Assignments folder called stories or content, whatever you'd like.
I'll just call it content, because that seems to be what the assignment's workflow likes, and click Save, all right? So, we'll take a look at what's happening on the Desktop. So, I am still working off of my local hard drive. Here's the temp file that opened up, when I opened up the InDesign layout in InDesign. Let's look into server. There is the spring cat assignments with the content folder with the stories, ICML stories and the assignments. So, it's vital that you save the assignments to the server, because this is where the editors will be opening it up from.
The content also needs to be there. You can't save those linked InCopy files to a local hard drive. They won't be able to check them out, because they don't have access to it. You save those to the server as well. So this way, you can continue to work on the large InDesign file locally, while still being able to do the parallel workflow with your InCopy using colleagues.
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