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Using CS Review

From: Creating Long Documents with InDesign

Video: Using CS Review

Throughout the history of long- document production, there has been the need for a review process. As documents move through the workflow, you need to have them reviewed by team members to be sure that things are progressing as planned, designs have been implemented according to spec, requested changes have been made, and so on. And traditionally this kind of review has been done via circulating paper proofs or PDFs for comments and annotations. But now there's another option that's faster and even more collaborative. It's called CS Review. CS Review is one of the services that Adobe offers through its acrobat.com web site.

Using CS Review

Throughout the history of long- document production, there has been the need for a review process. As documents move through the workflow, you need to have them reviewed by team members to be sure that things are progressing as planned, designs have been implemented according to spec, requested changes have been made, and so on. And traditionally this kind of review has been done via circulating paper proofs or PDFs for comments and annotations. But now there's another option that's faster and even more collaborative. It's called CS Review. CS Review is one of the services that Adobe offers through its acrobat.com web site.

And as of this recording, it's a free service. But in April 2012 it will move to a subscription-based model. With CS Review, you can collaborate with people in other locations by presenting your Creative Suite projects for their review. Your files can be viewed by anyone with a web browser. And as part of the review, participants can post comments in threaded conversations. So the scenario here is that I have an in-process InDesign document and I want to create an online review of it so my coworkers can see the pages and give me feedback. The first thing I need to do is sign in to my acrobat.com account.

So in the upper-right corner, I see CS Live. I can click on that and sign in to my acrobat.com account. After I'm signed in, the CS Live icon changes to let me know that I've logged in. Now I can create a review by going back to the CS Live menu and choosing Create New Review. Or I can open the CS Review panel by choosing Window > Extensions > CS Review.

At the bottom of the panel, I'll click the button to create a new review, and by default, the review is named with the document name, but you can change that. I'll change this to Cheese Book Chapter 1, and I'll save it to my Cheese Book Workspace. I'll confirm that Add Document to Review is selected and click OK. In the Upload Settings, I can choose whether I want to add the whole document or just certain pages. Each page in the document is called a part in a review.

I also have to pick the Quality and the Intent for the upload. What people are looking at in CS Review are images of the InDesign pages in JPEG format, so the Quality sets the resolution of the JPEGs and the Intent controls whether or not Overprint Preview is turned on before the JPEG is exported. So Print Intent will honor Overprint Preview; Web Intent won't. And I can select to view the review online right after the upload. So I'll click Upload. And in the panel I can see the content of my InDesign document being exported and uploaded to the review.

Now I'll switch over to my web browser to view the review. In the browser window, there are controls to navigate to different parts of the review. In this case, there's just one part, that opening spread. I can also control the zoom level, I can add extra content, export the review as a PDF, and I can add comments. I'll zoom in a little bit, and then I get this navigation control where I can move around without having to zoom back out. In the Review menu, you have controls for making additional reviews, adding and deleting content, and other options.

Under Review Settings, you can choose whether or not to allow other reviewers to export this review as a PDF. In the bottom-left corner, I can click on Share File, and this will determine who gets to participate in the review. Clicking on Share with individuals, I can enter an email address as who to share this review with and I can set their status. They can either be a co-author or a reviewer. As the creator of this review, I'm the author. A co-author can do anything an author can, except they can't delete the review, while reviewers can only add comments.

And in the bottom-left corner, I can click on More options and determine if re-sharing is allowed. So when you're done in this dialog box and you send the email, the person who receives the email gets a link to acrobat.com where they can sign in or create an account to get access to the review. I'm going to close out of this dialog box, and let's add some comments. I'll zoom back out. To add a comment to a review, participants can click or drag in the window. So I'll drag over the title, and then I can add my comment and save my comment.

And the comments appear on the right side of the window, sort of like a chat window. You can reply to comments as well. And you can click Jump To to zoom in on the place on the page where the comment was made. Comments and replies are synchronized between the web browser view and InDesign, so if I switch back to InDesign and see my comments in the Review panel, here I can see the review and beneath it, the parts.

I can click on a part to see the comments and any replies. And I can also double-click where it says Caption to add a descriptive caption to this part. Also in the comments, I can see the picture of where the comment was added in the web browser. If I click in my layout and press the W key to go into Normal View mode, I can also view the comments in the context of the layout by clicking Show Comments in Layout, and then I see this highlighting around where the comment was added.

There are also controls at the top of the panel for searching comments and replies, as well as for sorting them by Date Created, Author, and Changed Status. You can also click the triangle next to the Home button to switch to a different workspace. If you have set up more than one workspace on acrobat.com, you can have reviews for different clients in each workspace. Finally, it's not necessary to have an InDesign file opened to view its content in the CS Review panel, so I can close this document, switch back to the Review panel, and the review stays open.

If I want to open the InDesign file that was the source of the review, I can right-click on a part and choose Open Source File, and this reopens the InDesign file. When the review is complete and you've addressed all the comments, you can delete it by clicking on the trashcan in the bottom right of the panel. Or you can create a new review from the current document by clicking on the button to the left of the trashcan. As you can see, CS Review is tightly integrated with InDesign and has plenty of tools and options for collaborating on long documents with other people spread out over long distances.

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This video is part of

Image for Creating Long Documents with InDesign
Creating Long Documents with InDesign

59 video lessons · 15470 viewers

Mike Rankin
Author

 
Expand all | Collapse all
  1. 10m 48s
    1. Welcome
      54s
    2. Using the exercise files and scripts
      1m 51s
    3. Long-document workflow overview
      4m 20s
    4. Analyzing the planned output
      3m 43s
  2. 34m 7s
    1. Using master pages
      9m 34s
    2. Using layers
      7m 23s
    3. Using text variables
      6m 42s
    4. Using section markers
      5m 44s
    5. Synchronizing text
      4m 44s
  3. 26m 16s
    1. Using InDesign templates
      7m 10s
    2. Setting up preferences
      3m 27s
    3. Using Word templates
      5m 50s
    4. InCopy workflows
      5m 17s
    5. Creating a production manual
      4m 32s
  4. 40m 2s
    1. Using Based On styles
      6m 14s
    2. Using nested styles
      5m 56s
    3. Using Next Style
      3m 39s
    4. Using GREP styles
      6m 17s
    5. Using object styles
      2m 48s
    6. Using table and cell styles
      5m 8s
    7. Using swatches
      5m 33s
    8. Using Quick Apply
      4m 27s
  5. 37m 57s
    1. Placing text
      4m 57s
    2. Placing images
      3m 41s
    3. Creating metadata captions
      4m 3s
    4. Using Mini Bridge
      4m 38s
    5. Using libraries and snippets
      6m 4s
    6. Using GREP Find/Change
      5m 5s
    7. Find/Change tips
      5m 21s
    8. Using Layout Adjustment
      4m 8s
  6. 15m 53s
    1. Using Notes
      4m 7s
    2. Tracking changes
      4m 36s
    3. Using CS Review
      7m 10s
  7. 34m 43s
    1. Creating tables of contents
      7m 9s
    2. Alternative uses for the TOC feature
      4m 9s
    3. Creating cross-references
      6m 8s
    4. Creating footnotes
      6m 31s
    5. Importing footnotes
      6m 47s
    6. Creating endnotes
      3m 59s
  8. 33m 50s
    1. Scoping out the index
      2m 19s
    2. Creating index topics and references
      9m 29s
    3. Creating index cross-references
      3m 1s
    4. Creating index references with Find/Change
      3m 31s
    5. Generating an index
      3m 35s
    6. Preserving formatting in an index
      5m 13s
    7. Using third-party indexing tools
      6m 42s
  9. 26m 44s
    1. Using InDesign book files
      4m 37s
    2. Numbering book documents
      5m 46s
    3. Synchronizing book documents
      7m 5s
    4. Preflighting book documents
      3m 49s
    5. Outputting book documents
      5m 27s
  10. 12m 54s
    1. Using conditional text
      5m 1s
    2. Using Smart Text Reflow
      4m 3s
    3. Using object styles for customization
      3m 50s
  11. 25m 17s
    1. Preflighting documents
      6m 56s
    2. Exporting to print PDF
      5m 26s
    3. Exporting to interactive PDF
      5m 36s
    4. Archiving a project
      7m 19s
  12. 48s
    1. Goodbye
      48s

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