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Collaborative Workflows with InDesign and InCopy

Using the Object menu


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Collaborative Workflows with InDesign and InCopy

with Anne-Marie Concepción

Video: Using the Object menu

When the InDesign user has exported one or more images to the workflow just as they might do with the text frame and that means that you in InCopy have the opportunity to check out an image and manipulate it within its frame as I have. Check out this image here. Now, you can manipulate it right onscreen in Layout View by dragging on the image and that will re-crop it. You can't really change the frame size, as I mentioned in a different video. But other things that I can do with this are I can scale the image as well and you can scale it just by dragging on any handle and the image will scale.
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  1. 3m 57s
    1. Welcome
      1m 25s
    2. Using the exercise files
      2m 32s
  2. 25m 58s
    1. Overview of this course
      3m 2s
    2. Understanding the parallel workflow
      6m 54s
    3. Rewards and challenges in the new workflow
      9m 3s
    4. Requirements and recommendations
      6m 59s
  3. 32m 52s
    1. Setting up projects and users
      3m 32s
    2. Understanding stories and frames
      7m 1s
    3. Making stories editable for InCopy from InDesign
      7m 25s
    4. Editing workflow stories in InCopy
      7m 32s
    5. Checking stories in and out
      4m 48s
    6. Completing a project in InDesign
      2m 34s
  4. 32m 34s
    1. Three main views of a file
      8m 37s
    2. Becoming familiar with default panels
      6m 4s
    3. Customizing the interface
      9m 4s
    4. Navigating stories and views
      8m 49s
  5. 43m 18s
    1. Working with the Assignments panel
      5m 15s
    2. Editing in Layout view
      8m 44s
    3. Editing in Story or Galley view
      10m 49s
    4. Copyfitting text
      5m 49s
    5. Inserting special characters
      6m 39s
    6. Importing text
      3m 34s
    7. Working with read-only layouts
      2m 28s
  6. 32m 6s
    1. Applying styles for copyfit
      7m 37s
    2. Applying local character formatting
      6m 53s
    3. Applying local paragraph formatting
      7m 10s
    4. Splitting and spanning columns
      5m 7s
    5. Using the Eyedropper tool to copy/paste formatting
      5m 19s
  7. 40m 27s
    1. Checking spelling
      4m 51s
    2. Using the language dictionaries
      3m 23s
    3. Using the thesaurus
      1m 46s
    4. Using Find/Change
      10m 34s
    5. Working with the Autocorrect feature
      2m 59s
    6. Building text macros
      4m 55s
    7. Using inline notes
      6m 22s
    8. Working with built-in scripts
      5m 37s
  8. 25m 36s
    1. Adding footnotes
      2m 22s
    2. Using conditional text
      6m 16s
    3. Creating hyperlinks
      3m 33s
    4. Inserting cross-references
      7m 29s
    5. Working with tables
      5m 56s
  9. 14m 25s
    1. Setting up and using Track Changes
      6m 4s
    2. Customizing the markup
      4m 7s
    3. Accepting and rejecting changes
      4m 14s
  10. 27m 30s
    1. Using the Position tool
      5m 14s
    2. Using the Object menu
      5m 58s
    3. Importing and replacing images
      6m 36s
    4. Inserting images into the story
      5m 22s
    5. Using Mini Bridge and Bridge
      4m 20s
  11. 25m 45s
    1. Creating new InCopy documents
      6m 54s
    2. Creating InCopy templates
      6m 10s
    3. Opening linked InCopy stories directly
      3m 20s
    4. Opening Word files in InCopy
      2m 59s
    5. Placing Buzzword files in InCopy
      6m 22s
  12. 23m 37s
    1. Exporting stories to Word, RTF, and Buzzword
      5m 2s
    2. Exporting layouts to PDF
      4m 36s
    3. Exporting galleys and stories to PDF
      7m 11s
    4. Printing from InCopy
      6m 48s
  13. 48m 17s
    1. Exporting stories from the layout
      10m 2s
    2. Working with the Assignments panel in InDesign
      7m 8s
    3. Editing and updating files
      7m 37s
    4. Using inline notes
      7m 39s
    5. Workflow features in the Links panel
      6m 0s
    6. Placing new InCopy files
      4m 15s
    7. Closing out of a project
      5m 36s
  14. 23m 29s
    1. Layout workflow overview
      8m 11s
    2. Updating stories and designs
      11m 38s
    3. Tips for successful layout workflows
      3m 40s
  15. 27m 16s
    1. Creating assignments in InDesign
      12m 19s
    2. Working with assignments in InCopy
      5m 22s
    3. Keeping layout files local
      2m 42s
    4. Solving common assignment issues
      6m 53s
  16. 19m 0s
    1. Creating assignment packages in InDesign
      4m 42s
    2. Working with assignment packages in InCopy
      5m 20s
    3. Keeping packages up to date
      2m 33s
    4. Using DropBox with an InCopy workflow
      6m 25s
  17. 4m 27s
    1. Community help and resources
      4m 11s
    2. Goodbye
      16s

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Collaborative Workflows with InDesign and InCopy
7h 30m Intermediate Sep 23, 2010

Viewers: in countries Watching now:

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.

Topics include:
  • Setting up projects and users on a local network
  • Using e-mail-based assignments and Dropbox to manage remote users
  • Copyfitting and formatting text
  • Using advanced editing tools
  • Working with paragraph, character, and table styles
  • Tracking changes in InCopy and InDesign
  • Creating cross-references and hyperlinks
  • Creating InCopy templates
  • Combining InCopy with Microsoft Word
  • Inserting and formatting images
  • Reviewing features specific to InDesign
Subject:
Design
Software:
InCopy InDesign
Author:
Anne-Marie Concepción

Using the Object menu

When the InDesign user has exported one or more images to the workflow just as they might do with the text frame and that means that you in InCopy have the opportunity to check out an image and manipulate it within its frame as I have. Check out this image here. Now, you can manipulate it right onscreen in Layout View by dragging on the image and that will re-crop it. You can't really change the frame size, as I mentioned in a different video. But other things that I can do with this are I can scale the image as well and you can scale it just by dragging on any handle and the image will scale.

Now, if you want to scale it both vertically and horizontally then you would drag on any corner handle. If you want to make sure that your scaling is constrained so that both horizontal and vertical scale the same amounts, stays in proportion in other words, then hold down the Shift key as you drag on any handle. You'd want to release the mouse button before you release the Shift key. Let's say that you have the image perfectly aligned, this is what I want, but I just want it to be a little bit bigger and I want it to grow from the center. You can scale from the center of an object by holding down the Alt or the Option key first before you add the Shift key when you start dragging and now this is growing and shrinking from the center.

So the Object menu has lots of ways that you can transform a selected image that you've checked out. So we have the Transform flyout menu that you can move images according to a numerical amount, which might be useful if you have a number of images that you're trying to move by the same exact measure, but you have to remember that in InCopy you don't have the ability to use Smart Guides or guidelines as you do in InDesign, and this time I think I'm just going to right-click on the image and choose Transform. And then Scale, Rotate and Shear will let you do transformations from a dialog box.

Now, I was scaling it before and I was playing around with that but normally this item is turned on and it will automatically say 100%. If you want to scale the image numerically then you can just enter in a new measure here, like let's say I want it to be 125% larger, I don't really need to enter 125% in the Y as well, because by default this Constrain button is turned on. I just need to press Tab and it'll automatically do it for me. If I do want to scale it disproportionately then I need to click this button to break the constraining and then I can say well, I want it to be a little bit longer than it is wide, so I'll say 150%. You know if I'm trying to stretch out a profile of a person or something.

I'll just click Cancel there. So, Rotate obviously will let you rotate the image, so if I say always turn on Preview if you want to see what's going to happen, I'll click in here, and this time I'm just going to press the arrow keys to rotate it a little bit at a time. So I'm pressing the Up Arrow to increase the rotation and the Down Arrow to make it rotate the other way. Now notice just the image is rotating not the frame, not adjust the frame. All you can do is adjust the contents of the frame, just like text frames. Rotate 90 degrees clockwise or counterclockwise is often very useful or Rotate 180 degrees is a really useful for things like diagrams.

Now also Flip Horizontal and Flip Vertical is useful. Let's fix this rotation now first. Let me go back to 0. That's starting to bug me. I'll try that again. The first amount of rotation that I entered and then internally it set it at 0, so I had to do it again for another 3 degrees to get it to actually be correct, which is a little bizarre and I suppose that Adobe's engineers aren't thinking you're going to be doing a lot of rotating here, so just be careful of that. But what I want to show you is something that you might actually use a little bit more often like Flip Horizontal. If we want this branch to be going the other way, we could choose that, and now it's actually flipped the entire image over here.

All right, so I'm just dragging from one of the frame edges. I just put my Cursor around on top and then I can drag it over. I'm right-clicking and going to Fitting. This was also under the Object menu. A Fitting is something that you might be using a lot, especially this command which is either Fill Frame Proportionally or Fit Content Proportionally. If I choose Fit Content Proportionally, this is the actual correct proportions of the image, but it doesn't really fill the frame, right. So sometimes the frame is not the exact same proportion as the image.

It's really up to you with how you want to do this but if I go to View > Screen mode and choose Preview, and we'll just click off of it, well in this case the frame edge has some sort of Drop Shadow applied to it, but normally you don't see the frame edge. So that's usually not an issue. Go back to Screen mode > Normal and this time, if that is an issue as in this case, we would want to choose a different gitting amount, which would be Fill Frame Proportionally, and that will again proportionally scale the image that you have selected, but it will make sure to fill the frame. Now, part of the image will be cropped out as you can see this little frame area that shows the true size of the image is being cropped out on top and on bottom.

Other fitting commands that you might find useful are Fit Content to Frame, meaning it's okay to resize this content in any way you need to, even disproportionately, as long as it fills the frame. And sometimes the frame itself is very large. You have a small image in a large frame and you just want to make sure it's centered and so in that case you would choose Center Content. If you had a layered Photoshop file, you'd be able to choose Object Layer Options and choose which layers are showing, which ones are hidden, or a layered Illustrator file. InCopy can place any image file format that InDesign can.

These happened to be JPEGs that we're working with, but you can place TIFFS, EPS files, Illustrator files, which are AI, native Photoshop files, PSD, you can even place PDFs and other InDesign files inside these images if you wanted to. That's going a little bit beyond the scope of this video. So to summarize, when manipulating images with the Position tool visually is not enough, then definitely remember that you can always go to the Object menu and use one of its many useful commands under the Transform or Fitting menus.

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