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Many Adobe InDesign users create articles in programs like Microsoft Word, then place their content into an InDesign layout, which only the designer has access to. InCopy provides a two-way street where editors and writers can edit content in InDesign while a designer simultaneously works on the design portion of the project, and the text formatting is retained in both programs. In this course, learn how to write content using InCopy, style text appropriately so that it transfers to the InDesign layout, and make content available to writers and editors from within InDesign. Author Chad Chelius also ensures you get a handle working with tables, Track Changes, graphics, and templates in InCopy.
InCopy allows you to set preferences for the initial appearance and behavior of certain InCopy features. Default settings apply to InCopy documents. Let's take a look at what I mean. I'm beginning this video with InCopy already open on my screen. And preferences control how InCopy displays certain features and performs. So, to act as our preferences I'm going to go to the InCopy menu on Mac, or the Edit menu on Windows, and I'm going to begin by choosing Preferences General. And there really aren't many preferences in the General category, so let's go down to Interface.
And in the Interface category, as you can see, we can change how certain options behave. So, for example, I can determine how quickly the tool tips appear when I hover my cursor over a icon. I can also come down here to the panel section and change how the tools panel, over here on the left-hand side appears. So, right now it's set to Single Column. I could say well maybe I want Double Column, and I'll click Okay, and you'll see that this panel, this tools panel, changes.
So, I'm going to go back to those Preferences. I'll go to Interface right away. Now, let's change that back to Single Column. Now, there are many, many preferences that can be chosen here that essentially allow you to customize the way that you like to work. And there are certain behaviors that as you get more familiar with InCopy, you'll be able to customize and specify. So I'm going to click OK, and here's another example of how we can customize InCopy from a preference standpoint, we can set defaults.
Let me show you what I mean. I'm going to go to the File menu and I'm going to choose Open and if we navigate to our getting to know InCopy folder in the Project files folder I'm going to open the about us .icml file, click Open and you'll notice that every time I open a document it always opens in story view. Hm, and that could become frustrating to some users who prefer galley or layout view. So we can, in fact, fix that. I'm going to close this document and what I can do is come up here to the View menu. Now, I should point out that I'm doing this with no document open. So, when I go to the View menu let's switch it to Layout View. Okay, nothing really happened here, but watch what happens when I go back out and open that document.
See how it defaults to Layout View. Now, while I'm in here I can still switch back and fourth between these views. However, even if I leave the last view set to Gallery View when I have a document open. I'll go ahead and close this now. Let's reopen the document. I'll save some time, I'll go to the File menu and choose Open Recent. Notice how it still opens to Layout View, that is because I set the defaults. And it's also because I did it with no document open.
That's a critical step to remember. Anything I do with no document open, becomes the default for all new documents that I create. And any display settings that I change, will apply to all documents. Let's use another example. I'm going to close this document and I'm going to come over here and I'm going to turn on the show hidden characters option. I'll go ahead and click that button. Now, I'm going to go to the File menu, choose Open Recent. And let's open that file again.
Notice that by default and I'll zoom in a little bit for you so you can see this. I'll use Cmd Plus on Mac or Ctrl Plus on Windows. You can see that these hidden characters are now being displayed. Now, this doesn't prevent me in any way from turning those characters off while I have the document open. And when I close this document I can still set this default any way that I would like. So, this is one of those options that are either on or off and that actually happens regardless of whether I have a document open or not.
But do keep in mind, that as a general rule changes that we make with no document open, will apply to all the new documents that we create.
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