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Creating Long Documents with InDesign shows designers how to create book-length documents in workflows with multiple users—using both InDesign features and third-party plug-ins. Publishing veteran Mike Rankin focuses on long document elements such as page and chapter numbering, table of contents, cross-references, and indexes. The course also provides an overview of document construction, from creating master pages and applying consistent formatting with styles to placing text and images and outputting to both print and interactive PDF.
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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