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Besides the things you actually put on the pages of your templates, a key consideration is the preferences you include in it. Because certain preferences will be attached to your template and affect every document that's created from it. So with the template open I will press Command + K or Ctrl + K on the PC to bring up InDesign's Preferences. And although it's not indicated anywhere in the Preferences dialog box, some preferences are application wide and apply to all documents, while others are document specific and travel with a document wherever it goes. And if you are going to have a lot of documents to deal with, it's important to setup the preferences right from the start.
They aren't something you can synchronize with the book panel, and you don't want to have to change say like superscript size or a baseline grid increment, for dozens of documents, if you realize down the line that these things need changing. So let's look at which preferences are document specific. In the Preferences dialog box, the first thing I notice is there a whole lot of preferences. There are 18 sets of preferences for InDesign. Fortunately, less than half of them are document specific. The rest will be determined, by the way, a particular user has his or her copy of InDesign setup. So to begin with, nothing in the first two sets of preferences, General, or Interface is document specific.
It's only when you get down to the Type settings, do you get to the first preferences that will stick with the document. Use Typographers Quotes is a document specific preference and another one is Apply Leading to Entire Paragraphs. This one determines whether the largest leading on a paragraph becomes the leading for the entire paragraph, or if it just affects the lines where it's used. So if you want a consistent leading through out your paragraphs, set it to Apply Leading to Entire Paragraphs. The other document specific setting here is Smart Text Reflow. So if you want your documents to be able to automatically expand and contract the number of pages to fit the text, turn this on.
We will cover the details of this in another movie. In the Advanced Type Preferences, the Character Settings are all document specific. So be sure to get your Superscript, Subscript and Small Cap settings nailed down before you start using your templates. In Composition, all the preferences are document specific. The Highlight settings only control what you see on screen, but the Text Wrap settings will control what happens on page. So they're important to get right. All of the Units & Increment settings are document specific.
And all of the Grid settings are document specific, as well as Guides & Pasteboard. Everything here is document specific with the exception of your Smart Guide Options. In the Dictionary settings, everything except the Language and the location of the dictionary is document specific. And now we reach a string of six panels in a row where all the settings apply application wide. So from Spelling all the way down to Display Performance, you don't have to worry about any of these settings in your template. The next thing there is document specific is an Appearance of Black, Overprinting of Black which is typically left turned on.
In File Handling, two things will stick with the document, the Snippet Import preference, whether to import snippets at the Original Location or the Cursor Location and Create Links When Placing Text and Spreadsheet Files. So do you want your Word files and Excel documents to stay linked to your InDesign files or not? And finally in Clipboard Handling, everything is application wide. So you don't have to worry about that. So remember, when you're creating your InDesign templates, don't forget to spend a few minutes making sure that all the document specific preferences are set the way you want them to be in all your projects documents.
It's behind-the-scenes work, but it's important.
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