InDesign: 10 Essential Tips

InDesign: 10 Essential Tips

with David Blatner

 


In InDesign: 10 Essential Tips, instructor David Blatner uses his vast knowledge of InDesign to teach some of the program's useful but not universally known functions. He showcases new techniques and tricks, including stripping out unwanted text formatting, and scaling objects quickly. The shortcuts in this course are designed to help new and experienced InDesign users streamline their workflows and make more time for the creative process.
Topics include:
  • Customizing keyboard shortcuts to shave off hours of work
  • Cleaning up and styling imported text quickly
  • Getting InDesign to do the math
  • Troubleshooting problem documents
  • Changing preference for maximum effectiveness
  • Changing page size with Layout Adjustment

show more

author
David Blatner
subject
Design
software
InDesign CS4, CS5, CS5.5
level
Beginner
duration
43m 38s
released
Apr 09, 2009

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Introduction
Welcome
00:04I have been using InDesign for a decade, but I'm still finding new techniques to make my
00:08workflow more efficient
00:10(music playing)
00:15Hi! I'm David Blatner, the co-author of Real World InDesign, the co-host of indesignsecrets.com
00:20and the Editorial Director of InDesign Magazine.
00:23I also present the InDesign Essential Training and Beyond the Basics titles here at lynda.com.
00:29In this title, I have collected ten tips that are essential to every InDesign user.
00:34So I dubbed this title InDesign 10 Essential Tips.
00:39In the upcoming movies, I'm going to let you in on the most important keyboard shortcuts
00:43and how you can customize them to shave off hours of work from your project.
00:47I'll show you techniques that InDesign masters use every day to clean up imported text and
00:51style it quickly.
00:53We'll explore undocumented secrets that help you set up this powerhouse program for maximum efficiency.
00:59As I travel around the world, I find that even advanced users don't know a lot of these tips.
01:03So my guess is that at least a few of these little jewels are going to surprise you.
01:08Let's find out.
01:09
Collapse this transcript
Ten Essential Tips
1. The most important preferences to change
00:05The number one mistake I see InDesign users making is not changing their
00:09preferences. You just can't be efficient in this program, unless you customize it
00:13to the way that you work. So let me show you a few of the preferences
00:16that I always change.
00:18On a Mac OS, you can find preferences by going to the InDesign menu and
00:21choosing Preferences. On Windows, the Preferences submenu is under the Edit menu.
00:26But in either case, the Preferences submenu lists all the different panes
00:30inside the Preferences dialog box.
00:32Usually, I just press Command+K or Ctrl+ K to go directly to the first pane,
00:36the General pane. But before I do that, I'm going to point something out here.
00:41I have a document open. When you have a document open, most of the changes you
00:45make to the Preferences dialog box will affect this particular document only.
00:49If you want to change your default preferences, that is all the preferences for
00:52documents you make from now on, then you need to close all your current
00:56documents. I'll do that here by pressing Command+W or Ctrl+W on Windows.
01:01Now I'll press Command+K or Ctrl+K to open the Preferences dialog box and I'll show
01:05you the preferences I like to change.
01:07I want to be clear here that just because I change these preferences, doesn't
01:10mean that you should. You need to make these decisions for yourself to reflect
01:14the way that you work. But the first change I always make when I install a new
01:18version of InDesign is to jump to the Type pane and turn on the Apply Leading
01:22to Entire Paragraphs checkbox.
01:25When that's off, you can have different leading values within the same
01:28paragraph. While that's pretty cool for some typographic special effects,
01:32in the vast majority of text that I set, I want the same leading for the entire
01:35paragraph. So I turn that on. Let me point out a couple of checkboxes here that
01:39you might want to turn on and off depending on how you work.
01:42The Type Tool Converts Frames to Text Frames feature means that if you click on
01:46a graphic frame or an unassigned frame with a Type tool, it will not turn into
01:51a text frame. If that behavior drives you crazy, then you should turn that
01:55checkbox off. I usually leave it on, but that's just me.
01:59The other thing that some people like to turn on is the Drag and Drop Text
02:02Editing in Layout View. If you like Drag and Drop Text Editing, then you should
02:07turn it on in Layout View. I don't like it on in Layout View, I just make too
02:11many mistakes when it's on. So I only have it turned on in Story Editor. I like
02:15that default setting.
02:16Now I'm going to skip down to the Units & Increments pane and I want to point
02:20out the Size/Leading field. This lets you set the amount that InDesign will
02:24increase or decrease your text size when you use the keyboard shortcuts for
02:28those features. To me, 2 is just too large so I set this to 1. That just makes
02:33it a little bit more fine-tuned control.
02:35I also change the Kerning/Tracking value from 20 down to 10. That way when I'm
02:40using the keyboard shortcut for Kerning/Tracking, it's not quite such large
02:44increments. Don't set this to 1, however. That's just way too small.
02:48Next, I'm going to jump all the way down to Story Editor Display. I love the
02:52Story Editor in InDesign but I hate the default font that they are using to
02:55display text. This Letter Gothic to me is almost unreadable. The whole point of
03:00Story Editor is to make it really easy to read the text. So I always change
03:04this to something easier on the eye, like maybe Georgia. Let's change the size
03:08of this text to something easier to read like 16 points.
03:11Next, I'll go to the Display Performance pane. There is a couple of things
03:14I almost always change here. The first is Greek Type Below. When InDesign Greeks
03:19small text, it means it displays it as a gray bar. That lets it display faster
03:24on old machines, but the default value is 7 points. That means 5 and 6 point
03:29text completely grays out, that's ridiculous. So I always change this to
03:34something smaller like 3 points.
03:36But I want to point something out important here. If I change the Greek Type
03:39Below value here, it only changes it for the Typical display, it does not
03:44change it for High Quality display. To do that, I need to choose High Quality
03:48from the Adjust View Settings popup menu and then change Greek Type Below again.
03:53The other thing that I usually change here is the Preserve Object-Level Display
03:57Settings. That way if I do tell a single object to display in High Quality view
04:01instead of Typical view, then InDesign will remember that even after I close
04:06the document and reopen it.
04:07The last thing in this dialog box that I want to point out is in the Appearance
04:10of Black pane. By default, InDesign shows all black as solid black. That means
04:16100% black and rich black, that is, black with some other colors mixed in, both
04:21look the same. I can see that here because On Screen, it's set to Display All
04:25Blacks as Rich Black.
04:27Some people don't like that, some people want 100% black to look more
04:31realistic, like a charcoal black because black ink isn't usually totally solid
04:36black. If you are one of those people, then go ahead and change On Screen to
04:40Display All Blacks Accurately. I'll cleave this set to the way it is for right
04:44now and I'll just click OK. I want to show you a few more preferences that I
04:48like to set up when I'm first installing InDesign.
04:50I will go to the Swatches panel and from the flyout menu, choose Ink Manager.
04:55In the Ink Manager dialog box, I'm going to turn on Use Standard Lab Values for
04:59Spots. That way if I do use a spot color, like a Pantone color, I'll get a much
05:04more accurate On Screen and proof simulation of that spot color.
05:08The other thing I like to do here is set up some swatches that I know I'm going
05:11to be using in the future. For example, if your corporate color is Pantone 286
05:15and you know you always want it in your new documents, go ahead and choose New
05:19Color Swatch and add it to your Swatches panel while no documents are open.
05:23I will choose Color Type, Spot, pick up the Pantone color here, type 286 and
05:30click OK. That adds it to the bottom of my Swatches panel. You can do other
05:35customization here as well. Because Pantone 286 is so important to me, I'm just
05:39going to drag it up to the top of my list. I can also drag Registration down to
05:44the bottom. I always like to do that because I don't want to accidentally Click
05:47on that Registration color.
05:49I could also delete colors out of this list by just dragging them right into
05:53the trash. Now that dark blue color will not be in any new documents I create
05:57in InDesign. However, note that when I dragged it into the trash, I first
06:01Clicked on it, and when I Clicked on it, it became my new default color.
06:05Anything you Click on when nothing is selected becomes a default. So that blue
06:10is now my default Fill Color. So I better come up here and click on None. So
06:14now when I create a new document, my default color for that document will be None.
06:19So those are the preferences that I always change when I'm setting up InDesign.
06:22Remember, the rule is, take the time now to set up your preferences the way
06:27that you want them and you will save even more time in the future.
Collapse this transcript
2. Don't edit anything called "basic"
00:05InDesign has four things that it calls a Basic Style. For example, in the Table
00:10Styles panel, there is Basic Table. In the Paragraph Styles panel, there is
00:14Basic Paragraph and in the Object Styles panel, there are two different basic things,
00:18Basic Text Frame and Basic Graphics Frame.
00:21Actually, just to let you in on the little secret here, this has nothing to do
00:25with graphics frames. I don't know why they call it Basic Graphics Frame,
00:28because this is not applied to graphics like images. This is applied to the
00:32unassigned frames, the ones you get with these tools, Rectangle, Ellipse and
00:35Polygon, not the ones you get with that X through it, with the Rectangle Frame,
00:40Ellipse and Polygon Frame tool. Those are not assigned the Basic Graphics
00:43Frame, it's just these unassigned ones.
00:46Anyway, whatever the case, the important thing is that InDesign has four basic
00:50types of styles. It's very tempting to edit them. The one that most people try
00:55and edit is the Basic Paragraph Style. They think, well, my basic style in this
01:01document should be Myriad, let's say, 12 points and so on and so on. So they
01:05edit the Basic Paragraph Style. Don't do it. You are just going to get yourself
01:10into trouble if you do.
01:11Let me show you an example of why. I'm going to zoom in on this frame down
01:15here, just so you can see it better. I'm going to select that whole frame,
01:18it's yellow, it has formatted text in it. I'm going to copy it to the
01:22clipboard. Let me go and copy it from the Edit menu. Now I'm going to create a
01:25new document. I'll just choose the basic defaults here.
01:29Now I'm going to paste that text frame into this document. So what happens?
01:34Well, it looks like all the formatting got stripped out. Look at that,
01:38what happened to the yellow? What happened to the font and all of that? Isn't Copy
01:42and Paste supposed to maintain the formatting? Well, it did but it only
01:46maintained the Style formatting.
01:48This text frame had the Basic Text Frame style applied to it. Because the Basic
01:54Text Frame style in that document is different than the Basic Text Frame style
01:58in this document. It threw the old one away and it applied the new style from
02:04this document. Same thing with the Basic Paragraph Style of the text.
02:08This paragraph up here is assigned to the Basic Paragraph Style, but the Basic
02:13Paragraph Style definition in this document was different. So it used a new
02:18definition, not the old one.
02:20Now what about this paragraph down here? Well, this did get the Body Paragraph
02:24Style applied to it, just like it should have been, so why did it chang so
02:27radically? Well, let's Double-Click on it and we can see that the Body
02:31Paragraph Style here was based on Basic Paragraph. So when Basic Paragraph
02:37changed, then Body changed too.
02:42Let's go back to that other document here and I can see that yes, indeed this
02:46had Basic applied and this had Body applied. If I select this frame with the
02:51Selection tool and look at the Object Style, it had the Basic Text Frame
02:55applied to it. So that is a problem. So what do you do instead of editing your
03:00Basic Paragraph Style?
03:01Well, you make your own Paragraph Styles. Just make any Paragraph Style and you
03:05can set it up as a default style by deselecting everything on your page.
03:10That's a Command+Shift+A or Ctrl+Shift+A on Windows. Then Click on the style that you
03:16want applied. Here I'm going to Click on Body and now that becomes my new
03:21default style. It is sort of like a Basic Paragraph became now whenever
03:25I create a text frame and start typing in it, it will automatically get
03:28the Body Style applied to it.
03:30So once again, the rules are, don't edit your Basic Paragraph Style or any of
03:35the other styles that are called Basic, make your own styles. Don't base any
03:41new styles on Basic Paragraph or Basic Styles, because you are just going to
03:45get yourself in trouble sooner or later.
Collapse this transcript
3. How to strip out unwanted text formatting
00:05I am going to share with you one of the most important tips I know regarding
00:09importing text into InDesign, stripping out the formatting that you don't want
00:13and keeping the formatting that you do.
00:15Here I have a template that I want to place some text into. So I'll go to the
00:19File menu, choose Place, pick my .rtf file and Click Open. Now I'm going to
00:23Click on this text frame and the text flows into this threaded frame. Let me
00:28zoom in here for a minute and I can see that at first glance, it looks pretty
00:31good. There seems to be a lot of formatting, the paragraphs seem to be
00:34formatted properly and I have got some text in italics and so on, but here's a problem.
00:39If I open the Paragraph Styles panel and I click on some of the text, I just
00:43Double-Click to switch the Type tool, I see there's a plus sign here after the
00:47word, Body. If I Click up here in the sub-head, there is a plus sign over here.
00:51So what does that mean? In fact, everywhere I Click, there is always a plus
00:55sign. Well, that means that there is local formatting applied everywhere,
01:00this whole document has local formatting applied to it.
01:03Here is a little trick. I'm going to hover my cursor over the Paragraph Style
01:07with the plus sign and a tool tip shows me what the local formatting is.
01:11It says it's too big and there is tracking applied to it. This often happens when
01:16editors working in something like Microsoft Word, select everything in the file
01:20and make it bigger or maybe they change the font, so they can read it more easily.
01:24It doesn't seem like that big of a deal to them at the time, but when you
01:28import the file, all the local formatting they put in there gets applied to the
01:32text in InDesign. So it's kind of a disaster. I wish there's a way to strip out
01:37all that local formatting and in fact, there is.
01:40I am going to select the whole story with the Command+A or Ctrl+A on Windows.
01:43Now go down to the bottom of the Paragraph Styles panel and Click on the Clear
01:47Overrides button. That's that little one with a little paragraph symbol, a plus
01:51, and a red line through it and you can see that this stripped out all the
01:55local formatting through the entire story. It looks much better now and I don't have
02:00that little plus sign anywhere anymore.
02:02That's okay, except there is one problem. It stripped out all the local
02:06formatting, even the text that was italic for emphasis. Well, that's a problem.
02:11What I really need is a way to strip out most of the local formatting, all the
02:15stuff I don't want, but keep some of the local formatting like italics. Can you
02:20do that? Absolutely. Let me show you how.
02:23I am going to Undo that Command+Z or Ctrl+Z on Windows and I'm going to apply a
02:27character style to the text that I want to stay in italics.
02:31So I'll go to the Character Styles panel. I'm going to create a new character
02:34style, I'll just call it Italic and I'm going to go to the Basic Character
02:39Formats pane of the New Character Style dialog box. I'll strip out all this
02:43stuff, I don't want anything applied to this character style except for the
02:48Font Style to be Italic.
02:50I just type I-T and it guessed Italic. That's right; that's just what I want.
02:54I'll go back to General and I can see that this Italic character style is
02:58simply going to apply the Italic style to whatever it's applied to.
03:02So, that's the first step. I'll Click OK, I have got Italic in the Character
03:06Styles panel, looks good. Now, how am I going to apply that character style to
03:11all the text that's in italic? It would be really tedious to have to go to and
03:15select the text and Click on the styles, select the text and Click on the
03:17styles, and so on. You don't have to do that; that's what Find/Change is for.
03:22I am going to open the Find/Change dialog box with the Command+F or Ctrl+F on
03:25Windows and I'm going to leave Find what and Change to blank and I'm going to
03:29focus instead on the formatting at the bottom. I'll Click in the blank Find
03:33Format area and I'm going to say find anything in which the Basic Character
03:38Formats is Font Style, Italic. I-T, it guessed Italic, looks good. Click OK.
03:44So find anything that's italic and change it, just Clicking out blank area down
03:49there, change it to the character style, Italic. That's what I want. Click OK,
03:55Click Change All, went through the entire document and changed all of them.
03:59So I'll Click Done to close that and we will see that wherever I Click in some
04:02italic text, it has a character style applied into it now. So that's good.
04:07Now I can select everything with the Command+A or Ctrl+A on Windows, go to the
04:11bottom of the Paragraph Style and clear the overrides and everything is
04:15stripped out except for the italic text. The italic text had a character style
04:20applied to it, so it is not stripped out with that Clear Overrides button.
04:24Okay, so here's is your standard workflow; whenever you import some text that
04:28has local overrides throughout the whole thing, make sure you apply character styles
04:32to the text that you want to keep formatted like the italic text and don't
04:35forget to use that Find/Change dialog box to do that efficiently, and then
04:39Select All, hit Clear Overrides and you are good to go.
Collapse this transcript
4. Watch out for default formatting
00:05Have you ever had a situation where you just can't format text or objects
00:08the way you wanted to? It's a real problem, but there is a real solution.
00:12It almost always has to do with default formatting, but it's not always obvious
00:17where to look. Let me show you.
00:18I am going to create a text frame out here and I'll zoom into 400% to move just
00:23out of the way and just type some words in here, HELLO WORLD! All right, well
00:27that looks pretty good, except that's in the wrong font. So I'm not sure what's
00:31going on there. Why don't I go to the Paragraph Styles panel and I'll see that
00:34there's a plus sign. All right, that's all right, there is some local
00:37formatting. So I remove the local formatting and nothing changes. This is a
00:43situation that so many people run into. No matter what they do, they can't
00:47change the formatting. For example, I'll Click on Basic Paragraph, well,
00:51that definitely should have changed the formatting, but it didn't;
00:54it's still the same formatting.
00:55What is going on there? Well, I'll tell you what's going on. There is a
00:59character style applied to it and character style formatting does not show up
01:03as a plus sign in the Paragraph Styles panel. Very frustrating. So I'm going to
01:07select everything here, go to the Character Styles panel and set the character
01:12style to None. That does it. That removes the character style.
01:18Okay, let me show you one more example of when this really becomes a problem.
01:21I'm going to select the text frame over here and use the Command+D or Ctrl+D on
01:26Windows, keyboard shortcut to place this .rtf file into this text frame. Well,
01:32I know there is a lot of local formatting there, so once again, I'll select
01:35all, go to my Paragraph Styles and strip it out, and here we go again. It's all
01:40the wrong font and that's definitely the wrong font; everything looks like a sub-head.
01:45So I look in here and there is no local formatting, but once again as soon as I
01:49look at Character Styles, everything has this character style applied to it.
01:55That is so frustrating. So I'm going to select everything and Click on None and
02:00that strips out that character style and it sets up the way it's supposed to look.
02:04But now there is a bigger question. Why is that character style being applied
02:08to everything? Well, it's because its default formatting, and this is a very
02:13important concept in InDesign, the concept of default formatting. Default
02:16formatting means anything that's applied, while no objects were selected on the page.
02:22So I'm going to deselect everything. Command Shift+A or Ctrl+Shift+A deselects
02:26everything and while nothing is selected, we can look around and see what the
02:30default formatting is for this document.
02:32As soon as we look at the Character Styles panel, we see that indeed this
02:36character style was applied while nothing was selected. So if I want to fix
02:41that problem, I simply click on None while nothing is selected.
02:45Now None is my new default formatting. In fact, I generally recommend that
02:49people look at that Character Styles panel before typing or placing text, just
02:53in case to make sure it's set to None.
02:55Let me show you another example of when this becomes a problem. I'm going to
02:59draw a line with my Line tool and I'm just going to draw right cross the top of
03:03this frame and oops! It's disappeared. What happened? Where did it go? Well, the
03:08line is there; we just can't see it, why, because it has a stroke of None. Why
03:14does it have a stroke of None, because someone sometime must have set it to
03:18None while no objects were selected on the page. So they changed the default
03:22formatting of this particular document.
03:25You have to watch out for that. So once again, I'm going to delete that,
03:28deselect everything on the page with that little Command+Shift+A or
03:32Ctrl+Shift+A and now, I'm going to teach you a new keyboard shortcut, D.
03:37The D keyboard shortcut sets the Fill & Stroke back to their default settings of No
03:42Fill and one point stroke.
03:43Now when I draw my line, I get what I expected; a one point line right in the
03:48middle of the page. So be careful what you change when nothing is selected on
03:52your page, because you are changing your default formatting and changing the
03:55default formatting can really help you or it can really come back and bite you.
Collapse this transcript
5. Editing the keyboard shortcuts
00:05InDesign already has dozens of keyboard shortcuts that you can use, but there
00:09are hundreds of features in the program that don't yet have a keyboard
00:12shortcut. If those are the features that you use, wouldn't it be a good idea to
00:16apply a keyboard shortcut to those? Well, you can do that in the Edit Keyboard
00:20Shortcuts dialog box.
00:21I will show you an example of a keyboard shortcut that you may want to add.
00:25Let me zoom in on this text frame down here, and I'm going to Double-Click to
00:29switch to the Type tool, and now you can see that I can type here, you can type
00:33inside that text frame like usual.
00:35Well, what if as I'm typing, I want to switch into the Preview Mode? Well, the
00:39typical keyboard shortcut for that is the W key. So I'll just hit W. Now as you
00:44can see that obviously it doesn't work, because I'm just typing the letter W.
00:47When you are editing inside of a text frame, you can't use any of the keyboard
00:50shortcuts for any of the tools in the panel or any of the other features in the
00:53tool panel, like Preview Mode. Well, that's a problem.
00:56So let's go ahead and delete that and I'm going to add a new keyboard shortcut
01:00so that I can actually go into Preview Mode, even when I'm editing text. To do
01:05that, I'll go to the Edit menu, and I'll choose keyboard shortcuts.
01:09In the upper-left corner of the Keyboard Shortcuts dialog box, you'll see that
01:12the Set is set to Default. You don't want to change the Default. So instead,
01:17create a new set by Clicking on the New Set button.
01:20Now I'm going to call this My Lynda.com Set, you can call it anything you want
01:25of course. I'll Click OK. And the next thing we need to do is figure out what
01:29product area that feature is in. In this case, I know it's a feature that's in
01:34the tool panel, so I'll go down to the tool product area, and then I'll just
01:38scroll down this list until I see the feature I want. Here it is, Toggle view
01:44setting between default and preview. And the current shortcut for this is W.
01:49I am going to create a new keyboard shortcut for this. So I'm going to Click in
01:52the New Shortcut field, and I'll type let's say Ctrl+Option+W. Well, it says
01:57that it's currently unassigned, so it's free for me to use. When I Click the
02:01Assign button, it shows up in the Current Shortcuts list.
02:05Notice that I now have two different keyboard shortcuts for the same thing.
02:09That's okay, no problem, they'll both work. I'll Click OK and let's try it.
02:15I'm typing away just random text in here, and now when I want to go into Preview
02:19Mode, I'll try the keyboard shortcut that I used, and it worked. The frame
02:23edges disappeared, and it's a much cleaner look on page. I'll press it again,
02:27and I'll come out of Preview Mode into the Normal Mode and now I can see my
02:30guides and frame edges again.
02:31Let' look at a couple of other things that you might want to apply with a
02:34custom keyboard shortcut. What if I change these to one-quarter exotic, and
02:38three-quarter salty, but I actually want to use real fraction formatting for
02:42those fractions.
02:43Normally, I would have to select the fraction and go all the way up to the
02:47control panel flyout menu, down to the OpenType submenu and choose Fractions.
02:52Well, if I only had one or two to do, that wouldn't be such a big deal, but if
02:55I were doing fractions all the time, that would be a real hassle. It would be
02:59better to apply a keyboard shortcut to this feature. So let's go ahead and try it.
03:03Edit, Keyboard Shortcuts. Now I have to find which Product Area the Fraction
03:09feature is in, and that actually is going to cause me a little difficulty,
03:12I'm not sure where to look.
03:14Well, here is a trick. Go over here and Click the Show Set button. When you do that,
03:19it writes the current keyboard set to disk as a text file, and then
03:23automatically opens it in your default Text Editor. On the Mac it's usually
03:27TextEdit, on Windows it is usually Notepad.
03:29Now all I have to do is search this file for the feature I'm looking for. In
03:34this case, it's Fraction. So I'll press Command+F or Ctrl+F on Windows to open
03:38the Find dialog box, and I'm going to say Find Fraction. Click Find Next and
03:44there it is, Character: OpenType: Fractions. And you can see right here that it
03:48says none defined. So there is no keyboard shortcut already applied to that.
03:52Let's go ahead and close that.
03:54What we need to do now is scroll up to the top part of this grouping in the
03:58list and find out what Product area it's in. After I scroll up a little bit, I
04:03see that the Product area is called panel menus. That's all I needed to know.
04:08Now I can come back to InDesign and choose Panel Menus from the Product Area
04:13menu. I'll scroll down here until I see the feature I need, select it and I can
04:20see that there is no current shortcut here. So I'll give it one. I just type
04:25the keyboard shortcut that I think I'm going to remember, I'll see that it's
04:28unassigned, so I Click the Assign button. Don't forget to Click Assign or it
04:32won't work, then I'll Click OK.
04:34Let's try it out. I'll press the keyboard shortcut while that text is selected,
04:39and it turned into a true fraction. Select this, hit the keyboard shortcut and
04:43it changed.
04:45Adobe is fully aware that they have no idea which features you use the most.
04:49That's why they gave you the Edit Keyboard Shortcuts dialog box, so that you
04:53can customize InDesign to the way that you work.
Collapse this transcript
6. Let InDesign do the math
00:05I would like to move this image over to the left 4 millimeters. Can I do that?
00:09Sure, I'll just go up to the control panel and I'll see that this is currently
00:12set to 99 picas, 9.167 points. So what am I going to do?
00:17Well, I could pull out a calculator and convert the millimeters to points and
00:22then do the math on the calculator and so on, or I could just lean back and
00:26relax and let InDesign do the math for me. That would be easier. Yes it's true.
00:31InDesign can do the math for you. It's a computer, let it do the work for you.
00:36So how do you do it? If I want to move this over 4 millimeters, I simply Click
00:40to the right of that number in the X field and say minus 4mm; minus 4
00:45millimeters, and notice that I'm combining picas and millimeters in the same
00:49field, that's okay. It can do the math. Hit Enter and it moves over exactly 4
00:55millimeters. And this is not just the X and Y fields of the control panel, this
00:59is any panel or any dialog box in the whole program. If you see a number,
01:03you can do math there.
01:05So let's say your art director comes to you and says, I need a new document and
01:09it has to be half the height of a regular Letter size page, and it has to be 3
01:14and 15/16 inches wide. What do you do, do you panic? No, you just go to the
01:19File menu, choose New Document and you say the Height is to be half of a Letter
01:24size page, right? So what's half of 66 pica, you can just say divide it by 2;
01:29the divided is the Slash key. So that's half the height, and now we need to
01:34change the Width. If I Click in any other field or just hit Tab,
01:38it does the math for me.
01:39Now I'll go to the Width field and type in 3 and 15/16 inches, but you can't
01:44type all of that in one go, you have to break it up. First I need to do 15/16
01:49inches and then I hit the Tab key and it does the math for that part of it.
01:54Now I'll go back and I'll say add 3 inches, hit Tab again, and you can see it
02:00does the math. So I have got 3, and 15 /16 inches wide by half of the Letter
02:05size page, Click OK, and I'm good to go.
02:08Letting InDesign do the math for you can save your time and make your layouts
02:11far more precise.
Collapse this transcript
7. Troubleshooting documents
00:05Sooner or later something is going to go wrong, either with InDesign or your
00:09InDesign document. So before you panic and pull all your hair out, it's a good
00:13idea to learn a few troubleshooting techniques.
00:17Let's say something has gone wrong with this file. I don't know, maybe
00:20you can't delete a color swatch out of the Swatches panel or maybe the pasteboard
00:24has grown incredibly large. Those are the kinds of things that can happen when
00:27documents become slightly corrupted.
00:29The first thing you should do, whenever you experience any kind of weirdness in
00:32a document, is to go to the Component Information dialog box. The problem is
00:37you can search through the menus all day for that and you would never find it.
00:40That's because it's hidden.
00:42Here is the secret. On the Mac OS, hold down the Command key and choose About
00:46InDesign from the InDesign menu. In Windows, hold down the Ctrl key and choose
00:52About InDesign from the Help menu. Either way, you get the Component
00:56Information dialog box, which just gives you a huge amount of troubleshooting information.
01:01The top part of the dialog box gives you information about the application
01:04itself, both the version, the sub- version and even the build number. Sometimes,
01:09if you are talking to Adobe tech support, they are going to ask you for that
01:12kind of information. This also gives you a list of all the plug-ins that are
01:15currently loaded in InDesign.
01:17The bottom half of the dialog box gives you information about this particular
01:20document that's open. Most of this is just way too technical and you are not
01:25going to need it, but there are a few things that are really interesting about
01:28this. For example, it shows you a list of all the missing plug-ins. These are
01:32plug-ins that were used when I first created this document,
01:36but aren't currently here.
01:37Usually, that's not a problem but it could be. So it's a good thing to know
01:41about, but I think the most interesting part of this dialog box is the Document
01:44History. Here is where you can find information, such as is this a recovered
01:48file? That is, was it recovered after a crash? In this case, No.
01:53Was it converted? That is, was this originally a document that was created in an
01:57earlier version of InDesign? Yes, it was.
02:00One of the most important things you can know about a document is, was it
02:03created from QuarkXPress or PageMaker? This will tell you, yes or no. In this case,
02:08it wasn't. Then if I scroll down this list, you can see that InDesign has
02:12saved a total document history. For example, when was this document first created?
02:16Then every Save As since then.
02:19If this is too much information, you can even write this log file out to disk
02:23by Clicking on this button. If your document was converted from QuarkXPress or
02:26PageMaker, or if you still don't know what might be wrong with the document,
02:30go ahead and Click OK and here is what you should do.
02:32You want to export it to an IDML file or an INX file. To do that, go to the
02:37File menu and choose Export. In the Export dialog box, choose either IDML or
02:43INX. In InDesign CS3, there was only INX, but in CS4, we have both INX and
02:49IDML. IDML is probably more robust. That's the one I'll choose here. I'll Click
02:54Save and it saved the IDML file off on to the Desktop.
02:57Once you have saved your IDML file, go ahead and open it again. When you open
03:02an IDML or an INX file back in InDesign, it literally re-builds the whole
03:07document from scratch. It's that though you really quickly imported the images
03:11and laid out all the text. Note that it even opens as an Untitled document, it's brand new.
03:15Let's check out the Component Information dialog box. In the Document Info
03:20area, you can see that all the missing plug-ins are gone. It wasn't converted
03:24from anything and this was actually originally opened from an InDesign
03:28Interchange file. Now if that still doesn't clear up the problem or you suspect
03:32that the problem is application wide rather than corruption in the document,
03:36then here is what you should do.
03:37I am going to go ahead and quit out of InDesign here and I won't save these
03:41documents. Now I'm going to relaunch InDesign. Just launch InDesign as you
03:46normally would. Here on the Mac, I'll start it from the dock; on Windows, you
03:50might start it from the Start menu.
03:51But in either case, as soon as you start it, hold down all the modifier keys.
03:56That is, on the Mac, hold down Command+ Option+Shift+Ctrl and on Windows,
04:01hold down Ctrl+Alt+Shift.
04:04If you hold them down quickly enough and keep holding them down, you should see
04:07this dialog box, Delete InDesign Preference files? Go ahead and click Yes.
04:12It will wipe out all of the preferences files in InDesign and rebuild new clean ones.
04:19When you rebuild InDesign's preferences, you do loose any of the custom
04:22preferences you might have made, but in my mind, that's a small price to pay
04:26for getting InDesign running smoothly again and for peace of mind.
Collapse this transcript
8. Changing page size with Layout Adjustment
00:00I would like to move the top margin on this first page of the document, down to
00:09be flush with the top of these text frames. So I'll go to the Pages panel,
00:13make sure that just page 1 is selected in here. Then go to the Layout menu and
00:18choose Margins and Columns.
00:19Because I only want to change one margin, I'll make sure that this little chain
00:23link icon is unlinked. Now I can change the top margin to 14 centimeters.
00:29Click OK and you can see that the margin moves down, but nothing else on my page was affected.
00:34Now let's go look at the second spread. I sure would like to add a running head
00:37along the top of this page, but I just didn't give myself enough space.
00:41So here, I need to move the margins and the text frames down. Because I want to
00:45effect all my document pages, it's faster just to change my master page.
00:49So I'll click once on my Master in the Pages panel. You don't have to Click
00:53twice and actually go to the Master page in order to do this, just Clicking
00:57once targets it. So now any change I make in the Layout menu will affect that
01:01Master. I'll choose Margins and Columns, check to make sure that link is
01:05unlinked and then set this to 5 centimeters.
01:09When I turn the Preview check box turned on, you can see that this is what I
01:13would get if I clicked OK. The margin moved down but the text frames did not.
01:19So that's not giving me the effect I want. I'll hit Cancel and let's see what
01:23we can do to make InDesign actually move the text objects as well.
01:27The trick is a little feature called Layout Adjustment. If I choose Layout
01:31Adjustment and then turn on the Enable Layout Adjustment check box and Click
01:35OK, I have just told InDesign that it's okay to move the objects on my page
01:39when the columns or margins change. Let's try it out.
01:43Once again, I'll make sure that Master is selected in the Pages panel by
01:46Clicking once on it. Go to the Layout menu and choose Margins and Columns. Now
01:51the Preview check box is turned on, so I should see this immediately. I'll type
01:545 cm and then hit Tab. Pressing Tab just tells InDesign that I'm finished
02:01typing in that frame.
02:02The Preview shows me that the margins and the text frames got adjusted.
02:06That is exactly what I wanted, so I'll click OK. Notice that each one of these
02:10columns is a separate text frame. Now I'm going to go back to the Margins and
02:13Columns dialog box and set this from a 2 column layout to a 3 column layout.
02:18I'll Click OK. Now I have a 3 column layout but there is still separate text frames.
02:24Layout Adjustment actually added a text frame on each page to make up the
02:28difference. I'm going to switch over to another document and show you one more
02:31radical example of Layout Adjustment. I'll close the Pages panel and I want to
02:36point out that this frame is touching the margin edge and this frame is
02:40touching the page edge.
02:42Now I'm going to make sure that Layout Adjustment is turned on, it is. So I'll
02:47go to the File menu and choose Document Setup. I'm going to make a huge change
02:51to this document. I'm going to change it from Landscape to Portrait. When I
02:54Click OK, the Layout Adjustment feature is going to do its best to re-flow the
02:59whole page to make it make sense.
03:02You can see that anything that was touching the page edge or margin guide got
03:05moved, somewhat intelligently. It is still touching the page edge or the margin
03:10guide, but all those things that were not touching page edges or guides, well,
03:14those got, kind of, moved all over the place. Layout Adjustment tried to be
03:18intelligent about where it moved those things, but honestly, it just doesn't do
03:22that good of a job, when you have such a huge radical change to a document.
03:26So using Layout Adjustment just to move a margin up and down or change the
03:29number of columns, it is great but changing the page size radically or the
03:33orientation like this, would I trust layout adjustment? Not so much.
Collapse this transcript
9. Scaling objects
00:05Here's is a few quick scaling tricks that you need to know about. First,
00:08you know that if you drag a corner it crops not scales, right? Let me undo that.
00:13Instead if I want to scale this I have to hold down the Command on the Mac or
00:16Ctrl key on Windows to scale it, but that scales disproportionately. If I want
00:21to scale the frame and the content together but keep it proportional, I need to
00:26hold down Command and Shift or Ctrl and Shift while I drag.
00:30Let me undo that and I'll show you. Command+Shift+Drag or Ctrl+Shift+Drag will
00:34force it to always scale proportionally, small or large. But sometimes dragging
00:40a frame larger or smaller is just isn't precise enough. It would be nice
00:43if there were keyboard shortcuts and in fact, there are.
00:46Command+Period or Ctrl+Period makes them 1% larger, Command+Comma or Ctrl+Comma
00:51on Windows makes them 1% smaller and notice that it's scaling from the center
00:56point of all of those objects somewhere around here, because the reference
01:00point in the control panel is set to the Center. If I want to scale in larger
01:04increments add the Option or the Alt key.
01:07Command+Option+Period or Ctrl+Alt+ Period on Windows scales in 5% increments up.
01:12Command+Option+Comma or Ctrl+Alt+Comma on Windows scales in 5% down. Of course,
01:17if I want to scale the image inside this frame and not the frame itself, I can
01:21also use those same keyboard shortcuts.
01:23I'll Double-Click to switch to the Direct Selection tool and then click on the
01:27image to select the image inside the frame and now once again
01:30Command+Option+Period or Ctrl+Alt+ Period on windows scales in 5% increments up
01:35Command+Option+Comma or Ctrl+Opt+ Comma on Windows scales in 5% down. So you
01:40have a lot of control over fine tuning the selection. Okay, what if I want to
01:44scale this frame up. So that it's exactly 120 millimeters wide.
01:48How would I do that?
01:49Well, intuitively you might go up to the control panel and change the Width
01:53field to 120 millimeters. But that doesn't scale it, that just changes the
01:58width, as though you sort of uncropped it to 120 millimeters. In this case, I
02:03want to scale it up to 120 millimeters. So I'm going to Undo that, Command+Z or
02:07Ctrl+Z on Windows and I'm going to use the scaling features instead.
02:12But you ask, those are percentages. I don't know what percentage I should type
02:16in there to get this to be 120 millimeters. Well, you don't have to know,
02:20because it's a little known fact that you can replace this percentage with an
02:24absolute value. That is, I can type 120 millimeters into that field. Then, when
02:30I hit Return, InDesign does the math for me, scaling it up, so that the width
02:34ends up at 120 millimeters.
02:36Here, let me show you how it works on these objects over here. I have three
02:40graphics all grouped together and I want to scale them up so that the width is
02:44exactly 60 picas. If I go to the Width field and type 60 picas it stretches the
02:49frames but not the contents. So I'm going to Undo that and instead come over
02:53here to the Scaling tool and you guessed it, type 60 picas into
02:58the Scale field instead.
03:00Hit Return and that scales it up, again from the center because the reference
03:04point was set to its center. It scales it up, so that it's exactly 60 picas wide.
03:08These little scaling tricks maybe non intuitive, but if you can get them
03:12under your belt, they can really help you make pages fast.
Collapse this transcript
10. Ten quick shortcuts everyone should know
00:05If you're going to be an InDesign Power user, you have got to learn
00:07the keyboard shortcuts. Keep your hands on the keyboard if you want to be
00:11efficient. But you don't have to learn every keyboard shortcut.
00:14Let's start with just ten.
00:15Ten keyboard shortcuts you have got to know. Okay, here we go. I'm going to
00:19select this frame and this frame and I want to change the font in both of those
00:24to the same thing. I'm going to change it to Minion Pro. How am I going to do it?
00:27Well, keyboard shortcut number 1 is T, T for the Type tool and the Type tool is
00:32cool because even though I have selected these frames with the Selection tool,
00:36I can still switch to the Type tool to change their font and if I do this it
00:40changes the font for all the text in all of these unthreaded frames. But how am
00:44I going to get up to that control panel to change them?
00:47Well, that bring us the keyboard shortcut number 2. Command+6. Command+6 or
00:52Ctrl+6 on a Windows, always jumps to the first field in the control panel. Now
00:57I can just type Min and I'm ready or I could make some changes as well. Maybe I
01:02don't want it bold, maybe I want a different font. So I can Tab forward.
01:05You can always Tab forward and Shift+ Tab back. Let's just change this to
01:09Regular. I just have Re and now when I'm done making my changes,
01:13hit Return or Enter.
01:15Now, what if I wanted to change the paragraph formating of this text, not the
01:18character formating? Well, I could do that but I need to switch over to the
01:21Paragraph Formating Mode of the control panel, right? How do I do it?
01:25Command+Option+7, keyboard shortcut number 3.
01:28Command+Option+7 or Ctrl+Alt+7 on Windows switches between character and
01:34paragraph or back again. It's a toggle, it goes back and forth between
01:37character and paragraph formating. So now I could do again, Command+6 and
01:42I'll Tab, Tab, Tab just a little bit to jump over to something different.
01:46May be I'll give this all a Drop Cap. How about a two line Drop Cap. Okay,
01:50that looks great. But what happens if I now want to give that Drop Cap over here.
01:55I want to select this text over here and give that a Drop Cap. How do I jump back
02:00to that same field, the same place in the control panel? Well that's keyboard
02:04shortcut number 4, Command+Option+~ or Ctrl+Alt+~, that's the key on the US
02:10keyboard which is right next to the number 1. That always takes you back to the
02:14last used field in whatever panel you are in. So here it jumped me right back
02:19to the Drop Cap field and I'm going to type 2 and going to Enter and now I have
02:22got a Drop Cap there.
02:24Now what if I want to zoom back and see the whole spread at the same time.
02:28I can't use Command+0, that just fits the page in the Window.
02:31But Command+Option+0 or Ctrl+Alt+0 fits the spread in the Window. I love that one.
02:37Very, very handy to get a bird's eye view of the whole page. That is keyboard
02:41shortcut number 5. Command+Option+0 or Ctrl+Alt+0 on Windows, fits spread in window.
02:46Okay, I want to get out of the Type tool now and switch to the Selection tool.
02:50I can't hit the V key because that would actually type the letter V.
02:53I'm editing some text right now. So I need a different keyboard shortcut.
02:57I need keyboard shortcut number 6, which is Escape.
03:01Escape when you are editing text, Escape always switches back to the Selection tool,
03:05isn't that cool? That's a really handy one. Then if I want to select some
03:09text in this frame over here I need to get back to the Type tool, so I Double-Click.
03:13Double-Clicking with the Selection tool gives me the Type tool. Well, I should
03:17say it switches to the Type tool if I Double-Click on a text frame. But what if
03:21I Double-Click on an image frame? Then it does something very different.
03:25If I Double-Click on a graphic frame or a path or any frame that has nothing in it,
03:30it switches to the Direct Selection tool. This is a great way to go back
03:34and forth between the Selection tool and the Direct Selection tool and that is
03:37keyboard shortcut number 7, Double- Click. Granted Double-Clicking has nothing
03:41to do with the keyboard for say, but it still is a shortcut, so it counts.
03:45Number 8 is Triple-Click. If I Double- Click and then click one more time,
03:49I actually select the image inside the frame. And then if I Double-Click again,
03:53it takes me back to the frame. So really you could say, Triple-Click selects
03:57the image and Double-Click it goes back to the frame. What if I want to fill
04:01that frame with a color instead of White?
04:03Well, I'm going to hit the X key. Do you see what's happening, it's pretty
04:06subtle, look down at the bottom of the tool panel and you'll see that the fill
04:10and stroke icons are swapping. You can see it even easier in the top of the Swatches panel.
04:15Pressing X swaps the Fill and the Stroke color. That's keyboard shortcut number nine,
04:20and now I'm going to go ahead and fill that with Magenta and, oh oh!
04:24What did I do? I accidentally stroked it with Magenta instead of filled it. I do this all
04:30the time. It's just a very common mistake, stroking when you need to Fill or
04:33Fill when you need to Stroke. So what do you do?
04:36Instead of undoing, I'm going to use keyboard shortcut number 10, Shift+X.
04:42Shift+X swaps the colors. So what was the Fill color becomes the Stroke color
04:47and what was Stroke becomes Fill.
04:49Well, if you were paying close attention, you have probably noticed
04:51that I snuck in a few more than just ten keyboard shortcuts. I can't help it,
04:55I love keyboard shortcuts. But if you learn these 10 plus keyboard shortcuts,
05:00you'll be amazed that how much faster you can layout pages.
Collapse this transcript


Suggested courses to watch next:

InDesign Secrets (8h 57m)
Anne-Marie Concepcion


InDesign CS4 Power Shortcuts (6h 28m)
Michael Ninness

InDesign CS4: 10 Free Must-Have Scripts (54m 55s)
David Blatner


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