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InDesign CS5 Essential Training
John Hersey

InDesign CS5 Essential Training

with David Blatner

 


Author David Blatner provides in-depth training on InDesign CS5, Adobe's print and interactive page layout application, in InDesign CS5 Essential Training. The course shows how to create new documents with strong and flexible master pages, precisely position text and graphics, prepare documents for print, and export designs as interactive PDF or Flash SWF files. Exercise files are included with the course.
Topics include:
  • Navigating and customizing the workspace
  • Managing documents and pages
  • Rotating pages and spreads
  • Adjusting and mixing page sizes
  • Overriding master page items
  • Putting text on a path
  • Threading text frames
  • Applying strokes, fills, and other formatting effects
  • Nesting, grouping, and locking objects
  • Formatting: character-level and paragraph-level
  • Packaging, printing, and exporting

show more

author
David Blatner
subject
Design, Page Layout
software
InDesign CS5, CS5.5
level
Beginner
duration
10h 33m
released
Apr 30, 2010

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Introduction
Welcome
00:04Hi, I'm David Blatner. Welcome to InDesign CS5 Essential Training.
00:08InDesign CS5 is a professional design and layout tool.
00:12It's used by most graphic designers, magazine and book publishers, newspapers, and ad agencies around the world.
00:19InDesign CS5 lets you precise positioning text and graphics on your page,
00:23and then output your documents for either print or as interactive files.
00:27In this course, I'll show you everything you need to start building your high quality InDesign documents.
00:34I'll teach you how to create a new document and build strong and flexible master pages,
00:39which can really speed up laying out your file.
00:42I'll explain how to bring text and graphics onto your page,
00:45manipulate them, even animate them to make your designs jump off the page.
00:50And I'll discuss how to ready your pages for final output,
00:53whether that's for print, PDF,
00:55or a Flash SWF file.
00:58However, InDesign CS5 is so rich that every feature relates to every other feature and that's why I recommend
01:05that you watch this Essential Training title once all the way through
01:09and then go back to watch specific movies when you need a review.
01:13I've doing page layout for 20 years and I've been working with InDesign since it came out a decade ago.
01:19As the cohost of indesignsecrets.com,
01:22I've learned this program inside and out,
01:24and I'm looking forward to sharing its secrets with you. So come on,
01:28let's have some fun with InDesign CS5 Essential Training.
Collapse this transcript
What is InDesign CS5?
00:00InDesign CS5 is a professional design and layout tool for producing high-quality, engaging documents for both
00:07print and on-screen delivery.
00:09While it was originally developed for the print magazine market InDesign has become the number one layout application
00:15in the world,
00:16used by newspapers, book publishers, interactive developers, professional photographers, and designers everywhere to
00:22produce content in just about any format.
00:25InDesign CS5 integrates with the rest of the Adobe Creative Suite tools including Photoshop, Illustrator,
00:31Acrobat, and Flash Professional, so users from any profession can design, preview, review, and produce professional
00:38content quickly and efficiently.
00:40InDesign also works with common word processors such as Microsoft Word and Adobe InCopy the import text and style it
00:47with the most advanced typographic tools on the market.
00:50Print designers will appreciate the efficient and intuitive tools for layout,
00:54such as spanned columns and the ability to have multiple page sizes in a single document.
01:00Additional preflight and production features ensure consistency and reduce document areas so that
01:05you can be sure your file is ready for the press.
01:08Now any designer can develop interactive documents by making use of the animation presets and media options in
01:15InDesign CS5. These intuitive and powerful tools build on Adobe's Flash and PDF technologies,
01:22letting you move from a static layout to a fully functional user experience in just a few steps.
01:29No matter what your output, print or interactive, you can take advantage of the organization tools in Mini Bridge,
01:35which places your hard drive full of images and files at your fingertips.
01:39Photographers and production artists will love the Gap tool and Auto-fit features for resizing and adjusting graphics
01:46until they look just right on your page.
01:49The ultimate job of a layout tool is high quality output,
01:52and InDesign offers a wide selection of options here from PDF/X-1a, destined for a printer,
01:58to the Flash SWF file format suitable for a Web browser.
02:02Whether your building catalogs,
02:04newsletters, or creating powerful presentations using, you can use InDesign's collaboration and editorial tools
02:10to review your files and even keep track of changes and comments from your colleagues.
02:15Adobe InDesign CS5 is a complete file creation and output solution for any kind of publishing, putting the
02:21power to design, develop andw display in your hands.
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Using the exercise files
00:00Before we jump in and start learning about InDesign's features and how to use
00:04them, let me just say a quick word about the exercise files available for you to use.
00:08If you're a premium member of the Lynda .com online training library or if you
00:13own this title on disc, you have access to the exercise files that I will use
00:17throughout the training.
00:19Let's look inside the Exercise Files folder.
00:22The files have been broken down into chapters.
00:24If you're following along, it's important to open the correct file for each chapter.
00:30In some cases, the InDesign files are loose within the chapter.
00:33In other instances, each individual movie has its own files.
00:38So if you're following along, it's important to open the correct file for each movie.
00:43Many of the files have the same name, but are, in fact, significantly different
00:47in order to show off or discuss particular features in the program.
00:51To open this document, simply double- click on it, and it opens in InDesign.
00:56If you see a dialog box like this one, that says there are Missing or Modified
00:59Links, go ahead and click Update Links.
01:03That way, InDesign will automatically link the files to the Links folder inside
01:07the Exercise Files folder.
01:09Also, if you see a dialog box saying that you're missing fonts, you can go ahead
01:14and replace them with fonts that you have on your system.
01:16One more thing about these files, at the end of each movie, after I've moved
01:20objects around or changed text or whatever, you should close the file without saving it.
01:25That's what I do.
01:26So you'll see a nice clean file at the beginning of each movie.
01:30The reason I do this is so that you can jump right to any movie you want, even
01:33if it's in the middle of a chapter and you won't be lost.
01:36On the other hand, if you're a monthly or an annual subscriber to the lynda.com
01:40Online Training Library, you won't have access to these files, but you can still
01:45learn by either just watching what I do or by following along using your own
01:49text and image assets.
Collapse this transcript
1. Workspace
Understanding the Application window
00:00Before we jump into actually putting text or graphics on the page, we'd better
00:04stop and take a look at the various elements of InDesign's application window,
00:08because whether you create a new document or open an already created one, you'll
00:11see the same things.
00:13The first thing we want to look at is the application frame, basically that
00:16which contains the entire application.
00:19In Windows, there is a thing called an application window.
00:22On the Mac, it's an option.
00:23And you can get to that option by going to the Window menu and choosing
00:26Application Frame on or off.
00:29I like having it on, because it puts the entire thing inside of a window.
00:33It sort of contains the entire application.
00:35But that's really up to you.
00:36I'll click on this Maximize button to fill the whole screen.
00:40The other thing you'll find under the Window menu is this item called
00:43the application bar.
00:44The application bar lives across the top of the Application window and this
00:49gives me a bunch of controls, which we'll be covering in future movies.
00:52It is an option to turn it on or off, but I leave it on, I like having those
00:56features right in front of me all the time when I'm working in InDesign.
00:59Now, just below the application bar, there is a panel called the Control panel.
01:04And the Control panel lets you control items on your page.
01:08That is another extremely important feature in InDesign.
01:11In other applications, it's sometimes called the Inspector panel.
01:14But here it's called the Control panel.
01:16It gives you information about the objects on the page and it lets you control them.
01:20Now just below the Control panel is the document window.
01:23Up here in the upper left corner of the document window is the name of this
01:27current document, this HanselandPetal_Catalog that I have opened here.
01:31You can see that inside the document window, there are rulers that run along the
01:34left side and the top of the page.
01:37So, those rulers are attached to this particular document.
01:40Now inside the document window, there is an area called the pasteboard.
01:44The pasteboard is just a big white area that contains your document pages, which
01:49is what we're seeing over here right in the middle of the page.
01:51But you can also use the pasteboard to put stuff that you're not currently using.
01:55Maybe you have an image that you're not sure what to do with it yet.
01:59You can just drag it off and put it on the pasteboard out here and then put it
02:02back on your document page when you're ready.
02:04So that's what the pasteboard is all about.
02:06Now, the document page has this black line around it.
02:09It's a little bit hard to see in this screen, because we have an item, this blue
02:13image actually bleeds off the side of the page.
02:17So it's extending past the edge of the document page.
02:19But if you look closely, you'll see a black line and that black line determines
02:24the edge of the actual printed page.
02:27So that's an important thing to pay attention to.
02:28Now you'll also see a number of colored lines, like this red line around the
02:33outside and inside here we have a purple line and a pink line and so on.
02:37Those lines are all guides. They don't print.
02:39They're just there to be helpful for you really.
02:41The pink guides, this magenta guide along the top, is the top margin.
02:45There's also another one at the bottom, the bottom margin, but they're just guides.
02:48You can ignore them if you want to.
02:50The purple guides that are vertical along here are your column guides.
02:54So that will help you place text inside columns.
02:57On the left and right side, you'll see that the column guides are
03:00actually overlapping the margin guides, which is why you can't see the
03:03pink guide underneath there.
03:04Just outside the page, you'll see red guides.
03:07These red guides are called bleed guides.
03:10They're always on the outside of the document page.
03:12And again, they're there just to be helpful, so that you know how far to extend
03:17objects off the side of your page to bleed.
03:20We'll be covering that in more detail in future movies.
03:23Now, there is one other thing that I really have to point out, and that is the
03:26Tool panel along the left side of the page.
03:28Whenever you're constructing a document, you need tools, right?
03:31So this gives you all of the tools that you're going to need to construct your document.
03:35That's very important as well.
03:37Now, along the top of the Application window, there are menus.
03:42I try and avoid the menus when I can, because I like using keyboard shortcuts,
03:45but, of course, the menu items are there until you learn the keyboard shortcuts
03:49for each of these features.
03:51So obviously, you want to take a little time and look through each of these.
03:54Now, if you're used to coming from PageMaker or QuarkXPress, I should point out
03:58that these menus are actually very similar to those other programs, but they
04:01usually have different names.
04:02For example, here the Object menu is very similar to QuarkXPress's Item menu.
04:07So, same basic idea, but different name, Object versus Item, you get the idea.
04:12Now there is a couple other windows off on the side which you really need to pay attention to.
04:16First, the Window menu.
04:18InDesign has a lot of panels and sometimes you're not sure where to find those panels.
04:23Well, you can always find them in the Window menu.
04:26In the center section here, all of these things are floating panels in InDesign.
04:30This is where the majority of InDesign's features live, inside these panels.
04:34So, if you're looking for a panel, look here.
04:37The Help menu, also very important.
04:39If you're trying to find some help on one particular feature, check out the
04:42Help menu of course, but there is a couple other things here which I want to point out.
04:46Very important features.
04:47For example, Deactivate.
04:49Now I mention Deactivate, not because we're going to be using it in this title,
04:52but because, this thing always messes me up.
04:54Whenever I need to move InDesign from one machine to another machine, I always
04:58forget to deactivate it.
04:59So I'm warning you now, make sure you deactivate first and then uninstall
05:04and then you can move it to a new computer and then activate it on that new computer.
05:09It's a little thing, but it can really cause you great headaches if you
05:11don't deactivate first.
05:12So, just pay attention to that.
05:14There is some other stuff here too, Updates, for example.
05:16Adobe is constantly coming out with new updates that fix little bugs and change
05:21features for the better and so on.
05:22So you want to keep on top of the updates.
05:25So every month or two, select updates from here, make sure you have the newest
05:29free update for InDesign, just to make sure that you're not running into any
05:32problems downstream.
05:34There's other stuff here too, like the InDesign Support Center, which will
05:37take you to Adobe's site, so you can find technical notes and other help from Adobe, directly.
05:42Very handy.
05:43Again, once every month or two, definitely check that out.
05:46So, now that you know your way around the document page, the document window,
05:49the panels and so on, you are all set to move on to the next step, which is to
05:54learn about navigation:
05:56zooming in and out, changing pages and panning around your document.
Collapse this transcript
Navigating pages
00:00You won't get very far InDesign just by staring at the first page of the document.
00:04No, you need to learn how to navigate the high seas;
00:07zooming, panning around, jumping from page to page.
00:10So let's start with moving around the page and from one page to next.
00:14The basic way to do that is to use the scroll bars.
00:17You can scroll down and you can see if I scroll down even further there are
00:21those pages 2 and 3 on the next pasteboard down.
00:23That's the way multiple pages work InDesign.
00:26You have one pasteboard after another.
00:28Each one has its own spread.
00:29I can scroll back up, I can scroll to the left and right and so on but you know
00:34that is like the slowest possible way to scroll around your document.
00:37Those scrollbars, I just never use them.
00:39Instead, I use a tool out here in the Tool panel called the Grabber Hand tool or the Hand tool.
00:45The Hand tool lets me move around very interactively.
00:49But I don't choose the tool from the Tool panel.
00:52Instead I use a keyboard shortcut because I really want to be efficient and the
00:56keyboard shortcut is an Option+ Spacebar or Alt+Spacebar on Windows.
01:01And that gives me the Hand tool temporarily.
01:04So just as long as I need it, so what you do is you hold on Option+Spacebar or
01:08Alt+Spacebar and then click-and-drag.
01:10As you click-and-drag, you move the page around, you scroll, you pan, whatever
01:14you want to call it.
01:15So I'm sitting there and I'm scrolling around and it's very efficient.
01:18Now I could scroll or pan with the grabber hand temporarily all the way down to
01:23the next spread and then when I'm done I just let go with modifier keys, and I'm
01:26back to whatever tool I had before.
01:28But the problem with doing this is that it's very slow to move from one page to
01:32the next, so I love the grabber hand but I'm not typically going to be using it
01:35for moving from one page to the next;
01:37it would just take too long.
01:38Instead, I'm going to use the Pages panel.
01:41So let's head up to the Pages panel.
01:42I can find that in the upper right corner here docked on the side here.
01:46I'll click on the Pages panel button and out pops the Pages panel and I can see
01:50all of the pages within my document.
01:53There they are one, on top of the other.
01:55Page one, two and three and so on.
01:57Now I'm going to give you a little secret trick here because like I said I
02:00like being efficient.
02:01So here is a little advanced trick for you.
02:03I am going to reconfigure the Pages panel.
02:06I'll show you how to reconfigure this so that you can be more efficient with the Pages panel.
02:11Right now pages 1, 2, 3;
02:13that's pretty much all that fits inside this panel.
02:16Now I could make the Pages panel bigger but screen real estate is always at a premium.
02:20It's always best to use the space that you have as best you can.
02:24So to do that in the Pages panel, I'm going to go to the Pages panel menu.
02:28There's this little fly-out thing off on the side here in the upper right corner.
02:31I'm going to click on that and at the very bottom of this fly-out menu, I'm
02:35going to choose Panel Options.
02:37Inside the Panel Options dialog box, I'm going to turn off Show Vertically.
02:42This is kind of an advanced trick but this will really help you be more
02:45efficient with the Pages panel.
02:47Show Vertically off, click OK, and you can see that suddenly, I see a bunch more pages here.
02:52I don't see them all lined up one on top of the other like QuarkXPress always did it.
02:56But I do see them in a way, which is more efficient use of the space:
02:59right next to each other.
03:01So here's the first spread and here is the second spread, pages two and three, and so on.
03:05That's the way I like using the Pages panel because I like being efficient.
03:09You can do it anyway you want.
03:10Now back to what we're supposed to be talking about, which is navigating
03:13around our document.
03:14So here we are, I want to jump it to page five, let's say. How do I do it?
03:19Well just double-click on the page, double-click on page five and it jumps
03:23me right to page five.
03:25If I want to jump to a spread, let's say the 2-3 spread, I double-click on the
03:29numbers instead, double-click on that and it takes me right to the spread.
03:33So I can see both pages two and three at the same time.
03:37So double-clicking the Pages panel is great.
03:39It can be efficient but not efficient enough.
03:41If you're really trying to move quickly through InDesign, you want to use the
03:45keyboard shortcuts for moving from one page to the next.
03:48And you can find all of those in the Layout menu.
03:50Let's jump up here to the Layout menu and you can see in this section here, you
03:54can jump right to the First Page either by choosing it from the menu or by using
03:59this cryptic keyboard shortcut.
04:01This is Shift+Command+PageUp.
04:02Of course on Windows it would be Shift+Ctrl+PageUp.
04:06That's what that arrow with the two little lines in it means; Page Up.
04:10So that's how you would jump to the first page;
04:11Shift+Command+PageUp.
04:13Or you could jump to the last page with Shift+Command+PageDown or the previous
04:18or the next page with Shift+PageUp or Page Down or the next spread, this is the
04:22one I use almost all the time, Option+PageUp and Option+PageDown.
04:25Let's try it, Option+PageDown, there we go.
04:27It goes to next spread.
04:28Option+PageDown again, it goes to next spread. Very, very handy.
04:32Let's go back to the Layout menu just to look at a couple of other things in here.
04:35You can say go to a particular page with Command or Ctrl+J. That way if you
04:40wanted to go right to page two, you would select that or I would just use the
04:44keyboard shortcut, press 2, hit Enter or Return and it takes you right to page two.
04:50By the away if I just start looking at this document and I don't know that I
04:53went to page two, how does InDesign tell me that I am on page two?
04:58Well, there are two things that you need to pay attention to, one is in the
05:00Pages panel, you'll see that page two is highlighted very slightly.
05:04It's kind of a little bit more blue.
05:05That's pretty subtle.
05:06But that's what's going on there.
05:08The spread is highlighted in black and the page is highlighted in blue.
05:12The other way that you can tell what page you're on, and this is probably more
05:14helpful, is in the lower left corner it says page 2.
05:19Now that is not just an indicator of what page I'm on it's also an editable field.
05:24I could come in here and select that 2 and change it to, let's say 7, hit Enter
05:28and it'll take me to page seven.
05:30So that is yet another way to move among the different pages.
05:33If you look really closely, there's little buttons that take you to the first
05:36spread, or the last spread, or the next page, and so on down there in the lower
05:40left corner as well.
05:41So that is yet another way to navigate from page to page within your InDesign document.
05:46Now there's one more feature I want to point out from the Layout menu and
05:49that is Go Back and Go Forward, because most InDesign users don't understand
05:54what these things mean.
05:55This is just like your web browser.
05:58When you're surfing the web in Safari or Internet Explorer or whatever, you can
06:02use Go Back and Go Forward.
06:04So if you're on a particular page and you want to go back to where you were
06:07before, you choose go back and it takes you to whatever page you were last on.
06:12Now once you've gone back, you can move forward again.
06:14There we go, now that's highlighted.
06:16Go Forward and it takes you back.
06:18So it's just like surfing in a web browser, moving from one page to the next
06:22around your document.
06:23That's very handy when you are working with really long documents especially.
06:27You know, it's worth it to go over each of these navigation features a number of
06:31times and really get them down because these are the features that you're going
06:35to be using a hundred or even a thousand times each day.
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Zooming and magnifying
00:00Even if you had a super high-resolution computer screen, you'd sometimes still
00:04need to zoom in to see details and zoom out to see the big picture.
00:08Now all of that is possible in InDesign of course, once you know where to look.
00:12I'm going to show you several ways to zoom-in and out of your page.
00:16The first method is the Zoom tool, which lives down here at the bottom of the Tool panel.
00:21That little thing that looks like a magnifying glass.
00:23The Zoom tool is very handy for zooming in and out, but I never choose it. Why?
00:28Because I want to be efficient, so I use the keyboard shortcuts.
00:32The keyboard shortcut for the Zoom tool is on the Mac, Command+Ctrl+Spacebar, on
00:38
00:39Windows, it's just Ctrl+Spacebar.
00:41So that gives you the Zoom tool and you can see there's a little plus inside
00:45the Zoom tool cursor.
00:46Wherever I click with that plus magnifier, it zooms in.
00:50So if I want to zoom in on this little area, I just click on it.
00:53It zooms right in on that.
00:54Now while I'm still holding down those modifier keys, so I have that Zoom tool
00:58temporarily, I can also drag out an area.
01:02Dragging a rectangle with that tool means zoom in as close as you can to
01:06fit that on my screen.
01:09See how that works?
01:10When I let go of the modifier keys, I go back to my previous tool, in this case
01:14the Selection tool, that black arrow tool.
01:17So now I know how to zoom in.
01:18How do I zoom out again?
01:20Well, I use the same keyboard shortcuts, Ctrl+Command+Spacebar on Mac or
01:25Ctrl+Spacebar on Windows, and then I add the Option key on the Mac or the
01:29Alt key on Windows.
01:30So I'm basically holding down most of my modifier keys, and I now have the same
01:35cursor but it has a minus in it.
01:37That means I'm going to zoom back.
01:38I'll click with that and it zooms back, click again and it zooms back a little
01:42bit more, so that's really handy.
01:45On the other hand, that's going to take a long time and I have to click a bunch
01:48of times before I zoom all the way back to see the whole page again.
01:51So instead of using that, I'm going to zoom back with a different feature.
01:57Now if I look in the upper left corner of the document window, I can see that
02:00I'm currently at 300%.
02:03That's the zoom percentage that I'm in, but if I look even farther up, up in the
02:07Application bar, I think it says 300%, but if I move my cursor on top of that,
02:11you can see it the highlights, that's an indicator that I can edit that number.
02:16So I could come in here and type any value, I want or I could use this little
02:20pop down menu on this side and choose a value.
02:23For example, I'll go back to 75%, so that's another way that you can zoom in and
02:28out of your page using the Application bar Zoom Widget as they call it.
02:32Now another way you could do it is by going to the View menu, in fact most of
02:36these zoom features are in here, not all of them, but most of them are in the
02:39View menu themselves and you can see that Zoom In is here, Zoom Out is here.
02:44The keyboard shortcuts for those are Command+ equal or minus.
02:48Although the equal key is actually the same key as the plus, so internally in my
02:53mind I think of this as Command+Plus or on Windows Ctrl+Plus zooms in, and
02:58Command+Minus or Ctrl+Minus on Windows zooms out, so those are really handy.
03:03But the ones that I use all the time are Fit Page in Window or Fit Spread in Window.
03:07A Spread is like a left hand and a right-hand page next to each-other, so
03:10Command+Option+0 or on Windows Ctrl+Alt+0, zooms out to fit the entire Spread in the window.
03:16In this case the Spread is just one page so that's what it fits in the window.
03:20I really like that feature a lot.
03:22A couple of other things that I should point out here.
03:24Actual Size, is Command+1, goes to 100%.
03:29This 100%, this Actual Size, is not really actual size.
03:33It's just sort of almost like Actual Size and it's frustrating to me, so let me
03:38just tell you a little bit about this.
03:39It's based on this assumption that Adobe makes that you're using a 72 dpi
03:44monitor, and that's crazy because the last time anybody used the 72 dpi
03:48monitor was like 1987.
03:50Really, really old monitors were about as low resolution.
03:53These days everyone uses high-resolution monitors like 96 or 110 or even higher.
03:58So this assumption of 72 dpi is totally crazy, but it's what InDesign assumes.
04:03It's what we're stuck with and that is why, 1 inch in the Ruler here does not
04:07equal 1 inch in the real world.
04:09It's just one of those things that you're going to have to deal with until we
04:12can get Adobe to change this feature.
04:14So 100% is Actual Size but not really actual size, just something to keep in mind.
04:21Now there are a couple of keyboard shortcuts I want you to know about that
04:24don't appear in the View menu and it's sad that they're not there because
04:28they're really handy.
04:29One of them is Command+2, Command+2 goes to 200% or on Windows it's Ctrl+2.
04:34Another one to go even closer and Command+5 or Ctrl+4 goes to 400%, and then
04:40Command+5 or Ctrl+5, now it doesn't go to 500%.
04:44It goes to 50%, but I find I use those all the time for moving in and out,
04:49Command+2, 4 and 5 or Ctrl+2, 4 and 5 on Windows. Very, very handy.
04:54Okay, one more sort of zoom-related feature that I just want to point out;
04:58a really handy feature InDesign.
05:00I'm going to zoom in on something like maybe up here in the upper left corner.
05:04I've zoomed in to 452%.
05:07I just used the keyboard shortcuts.
05:09Again on the Mac, Command+Ctrl+ Spacebar to get that Zoom tool.
05:12On Windows it's just Control+Spacebar.
05:14I've then dragged out a rectangle and zoomed in to just this part.
05:18Now I want to check out the same zoom level, but on a different part of the page.
05:23So I want to zoom out, move to a different part of the page and zoom back in again.
05:27How do I do it?
05:27I'm going to use a feature called Power Zoom and you get Power Zoom, not with
05:31the Zoom tool, like you'd expect, but instead with the Hand tool.
05:35And as we've learned in an earlier movie, you get the Hand tool temporarily by
05:39holding down Option+Spacebar or Alt+Spacebar on Windows.
05:42That gives me the Hand tool and now I'm going to click with the mouse button and
05:46hold for like one or two seconds.
05:48It zooms way back and it gives me this red rectangle.
05:52By moving the mouse, I can move that rectangle anywhere I want on the page and
05:56then when I let go of the mouse button, it zooms in on that area.
06:00So Power Zoom is really handy for doing sort of spot-checking of different areas on my page.
06:06Again hold down the keyboard shortcuts for that Hand tool, click-and-hold for a
06:10moment on the mouse and then move that around.
06:13Actually while the mouse button is being held down, I can use the arrow keys on my keyboard.
06:18I've actually let go of the modifier keys and I'm going over to the arrow keys
06:22and I'm moving up or down and this lets me change the zoom level bigger or
06:27smaller, while I am holding on the mouse button.
06:30So now I can zoom right in on that letter E, I hit the down arrow to make it smaller.
06:35Now I focus it on that E, let go of the mouse button and you can see it zooms
06:39right in on that big E. So that's very handy as well.
06:43I just love that Power Zoom feature.
06:45I could do that all day zooming out and back in, but we cannot stop there.
06:49We have to move on to another super important feature:
06:53how to manage multiple open windows.
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Managing more than one document window
00:00I almost never work with just one document open at a time.
00:03In fact sometimes, I have a half a dozen or more that I need to
00:06manage efficiently.
00:07So let's look at how InDesign handles multiple windows.
00:11Right now, I only have one document open, this HanselandPetal_Catalog.
00:14I'm going to open a new one by going to the File menu choosing Open and then
00:18choosing the file from my Exercise Folder.
00:21I'll click Open and now I can see that I have two documents open at the same time.
00:24Each one of them is a different tab inside my document window.
00:29To switch back to the first document, I simply click on that tab.
00:33I can also see all the documents that are open at the bottom of the Window menu, down here.
00:37That's a pretty slow way to switch to a different document, but there you go.
00:40It's good to know all the different options.
00:42The keyboard shortcut for moving from one document to another is Command+tilde.
00:47On the US keyboard, that's the key up near the numeral 1.
00:50But Command+tilde, or Ctrl+tilde on Windows, moves from one document to the next.
00:54In fact, why don't I open yet another document here?
00:57I'll just go to the File menu, choose New and then choose New Document and I'm
01:01not going to get into any of these details right now.
01:03I'll deal with that in the future chapter, but right now, I'm just going to
01:05click OK, so that we can see that we have three documents open at the same time.
01:10Once again, I'm going to use Command+tilde or Ctrl+tilde to move from one to the next.
01:14It just rotates through them.
01:16Now I've found that some people do not like this whole tabbed window thing.
01:20They don't like having multiple tabs in one window.
01:22I personally love it.
01:23I think it's very efficient, but some people really want to have multiple
01:26windows open at the same time and you can do that by clicking on this tab and
01:31dragging it down and when you drag it down, it becomes its own floating window.
01:35If you have a bunch of windows open and you want to pull them all out into
01:38separate windows, you can do that by going to the Window menu, choosing Arrange
01:43and then choosing Float All in Windows.
01:46So when they're in individual windows, they're floating;
01:48when they're all in one window, they're docked.
01:51So I'll drag this out of the way and you can see that there are three
01:54different windows open here.
01:56If I want to put them back into the same document window again, if I want them
02:00to be tabbed, it's easy.
02:01Just click-and-drag until you see a little blue line.
02:05See that little blue line there.
02:06I've dragged it just below the title bar, and when I let go, it becomes a tab
02:11inside that document window.
02:12I can do the same thing with this or I can go to Window > Arrange and say
02:16Consolidate All Windows that consolidates all of them back into tabs.
02:21Okay, now for the most important multiple window feature of them all that is in
02:26App bar, the Arrange Windows popup menu.
02:30This menu which only lives inside the Application bar.
02:33So if for some reason you've turned off your Application bar, you will not get this feature.
02:37So you better have that turned on.
02:38Inside this popup menu is a whole bunch of different arrangements for multiple windows.
02:43This is very handy especially when you need to see more than one window at the
02:47same time, because you don't have to drag windows all over the screen.
02:51Instead just go to this Arrange Windows menu and choose the configuration that's
02:55closest to the one that you want.
02:56For example I've got three documents open right now, so I'll just choose 3-Up
03:01and you can see that I get one document window but with all three documents
03:05showing at the same time.
03:06If I don't like the relative size of each of these, I can place my cursor over
03:10one of the edges and drag.
03:12In this case dragging to the left, makes this one smaller and the other ones larger.
03:16If I want to see only two Windows, I can select that out of the popup menu.
03:20If I want to see all of them back in one document window, I can simply
03:23choose that one window.
03:24It consolidates them all back into a single document window again.
03:27Just like the page navigation techniques we saw in the previous movies, managing
03:31your windows efficiently is key to being productive in InDesign.
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Setting rulers and measurements
00:00As scientists like to say, if you can measure it, it must be there.
00:04But how do we measure things in InDesign?
00:07Well measurements show up in a number of locations including the Control panel
00:11up here and in the rulers inside the document window.
00:15But in this case this document is set to points and I don't think in points.
00:19I think in picas or you might think in millimeters or inches. What do you do?
00:24How did you change the measurements to what you use?
00:27No problem, the easiest way to do it is by right clicking on the ruler or Ctrl+
00:32Clicking with a one-button mouse.
00:34In this case, I'll Right Click and I will see a list of a whole bunch of
00:38different measurements here.
00:39Points, picas, inches choose whatever you want.
00:43Let's go ahead and choose Millimeters for example.
00:45When I choose Millimeters, you'll see that all my horizontal measurements
00:48are now in millimeters.
00:50Even up here in the Control panel, the horizontal measurements are millimeters
00:53but the vertical measurements are still in points.
00:56To get the vertical measurement in points I'd have to Right Click or Ctrl+Click
01:00with a one-button mouse on the vertical ruler here and change this.
01:03Or if I want to change both the horizontal and the vertical ruler at the same
01:08time, I would Right Click on the place that the rulers intersect, that little
01:12corner in the upper left corner of this document window.
01:15I'll Right Click on that and you can see a whole bunch of measurements here and
01:19if I change this to let's say inches, now everything is in inches.
01:23Now some people don't like seeing the rulers on here at all.
01:26They just find it distracting.
01:28You can turn those off by Right- Clicking on it and choosing Hide Rulers or by
01:33pressing Cmd+R on the Mac, or Ctrl+R on Windows.
01:37That just makes them go away or you can go to the View menu and turn the rulers
01:41on or off from the Show Rulers or Hide Rulers feature in the View menu.
01:45Now this is great, I've changed the measurement to what I want it to be, in this
01:49case it's inches, but the problem is that this only changed this one document.
01:54It doesn't change it for all the future documents I'm creating and that's going
01:57to get really frustrating.
01:59But there is a solution and I'm going to cover how to change all future
02:02documents, how to change the defaults in the movie on Setting Preferences
02:06later on in this Chapter.
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Positioning panels correctly
00:00Most of InDesign's features live in its panels, like up here in the Pages panel,
00:05and there are a lot of panels in this program.
00:08And since you're going to be looking at these panels a lot, you should really
00:11know how to manage them efficiently.
00:13Now by the way, I'm using the word panels, some people call these palettes.
00:16If you hear someone say palette, that's fine, just smile and know panels and
00:20palettes, they're all the same thing.
00:21Now when you first open InDesign, you see a list of panels along the right edge
00:26of your screen here.
00:27They're all in something called a Dock.
00:29Let's get our terminology straight so we all know what we're talking about.
00:33The thing on the right here is the dock, inside there are these tiles, and these
00:37tiles represent panels.
00:39If I click on a panel it closes all the other panels from that dock and opens this panel.
00:44Some panels live by themselves in their own panel group and sometimes they share
00:48a panel group with others.
00:50For example, up here the Color and the Stroke panel are in the same panel group.
00:54I can tell that by this little dotted gray line up here at the top of the group.
00:59Now panels don't have to live in a dock.
01:01I can drag them out so they're free-floating.
01:04For example, I'll drag this Color panel out and now it's floating out here all
01:08by itself on top of my document.
01:09So now the only panel left in the group is the Stroke panel and I can close that
01:14again by clicking on the tile inside the dock.
01:17I can also drag the Stroke panel out, and notice that this one looks a
01:20little bit different.
01:21This is a tile inside its own free- floating panel but you can change this into
01:26what looks like a normal panel by clicking that little double arrow in the
01:29upper right corner.
01:30That expands it into a normal panel.
01:34Click it again and it will close back into a little tile again.
01:37I'll open it up and then I want to show you that I can drag the Stroke panel
01:41over on top of the Color panel and now these will go back into a group again.
01:47So I now have two different panels inside this one group.
01:50If I later decide I want to dock them again, no problem, I can either dock them
01:54one at a time by dragging out the name of the panel.
01:58I'll just drag that right into the dock.
01:59There we go, and I'll drag the Stroke item over, and now while I'm doing this,
02:04pay attention to where the blue line is highlighting.
02:07If I highlight it down here, it's a little bit hard to see, but if I highlight
02:10it down here, it will create a new panel group.
02:14If I move it up a little bit, so it highlights the Color group, then it will
02:18add it to that group. There we go.
02:20So now both of those are inside the group.
02:21Let me show you one more way to add it to the group again.
02:24I'll pull out that whole group, so I can see both of these.
02:26I'll maximize it so we can see it, and now I want to move the whole group back
02:30into the Dock again.
02:31But instead of doing it one panel at a time, I'm going to move the whole group
02:35back by dragging its dark gray title Bar or whatever that's called, that
02:38little bar at the top.
02:39Drag that handle all the way in, and once again I can add it as its own group or
02:44even add it to the Swatches panel group.
02:46So, now I have all three of these inside one group.
02:50One more important thing about the Dock here that's holding all of these, You
02:53can resize the Dock itself.
02:55Right now, it's too wide for my taste.
02:58I don't need to see the words Stroke, Color, Swatches, etcetera.
03:02I know what those panels are, just because I can look at the icons, and after
03:05you work with InDesign for a week or two you're going to recognize those icons
03:09as well, and you won't need to see the names up there anymore.
03:12So reclaim some of your screen real estate by minimizing the Dock itself.
03:17And the way you do that is by placing the cursor over the left edge of the Dock,
03:20you have to wait until you get that little double-headed arrow and then drag to
03:24the right, and you can see that it just minimizes it, shrinks the size of the
03:27Dock until it snaps down to being just icons.
03:31And if you do forget what one of those icons are, you can always just hover the
03:35cursor on top of it until you see a little tooltip.
03:37So that one says Links, this one is Layers and so on.
03:41So you do get a little hint there from InDesign if you need it.
03:43Now let's go ahead and open some more panels.
03:46Remember, all the panels in InDesign live under the Window menu.
03:50I'll go ahead and open, let's say the Info panel. There we go.
03:52There is the Info panel and let's open some other ones as well.
03:55How about inside the Output sub- menu, we can grab something else like
03:58Separations Preview.
03:59There's all kinds of panels in here.
04:01This is actually going to be a bunch of different panels in a group and I can
04:04put all of those into the Dock down below these in that gray area, or I can drag
04:10this up until I see a vertical blue line.
04:13Again, it's a little bit hard to see but if you look for a vertical blue line
04:16highlighting there and I let go, it actually creates a new Dock.
04:20So now I've got a second Dock next to the first.
04:23I'll bring this panel group up here and I'll drag that in as well.
04:26Now why do these look like full panels even though they're docked?
04:30It's because they're expanded.
04:31Once again you can expand or minimize by clicking on the double triangles, those
04:35double arrows up there, there we go.
04:37Now they are just icons or tiles as I call them.
04:41And I can minimize these as well if I want to. It's up to you.
04:44The cool thing about having two different docks or even more docks if you want,
04:47is that you can have more than one docked panel open at the same time.
04:51So for example I can click on Separations Preview and click on the Color panel
04:55and both of these can be open at the same time.
04:57You can only have one panel per dock open, but if you have more than one dock
05:02then you can have more than one panel open.
05:04So that's kind of handy.
05:05But in general, if you do want to have more than one panel open I recommend just
05:09dragging it out and having it free-floating.
05:11That's usually easier.
05:12Now once you have a panel open, you can resize it in various ways.
05:17The basic way though is to drag either in the lower right corner, this little
05:21shaded area, you can drag it and make it wider or smaller or just by dragging
05:25the edge, either the bottom edge or the right edge, you can make it wider or
05:29shorter, narrower and so on, to resize it to the size that you want.
05:33Okay, there's one more thing about panels which I want to tell you and this
05:36actually has nothing to do with positioning but it does have something very
05:39important to do with panels themselves which is in the upper right corner of
05:43most panels, just below that double arrow, is a little icon which means there is a menu there.
05:49Most panels have their own menus and if you click on them, you'll see that
05:53there's a bunch of features in here and some of these features do not appear any
05:57other place in the program.
05:59So they're not up in the menus here, some of them don't even have
06:02keyboard shortcuts.
06:03So it's very important that whenever you're looking at a new panel that you take
06:06a look at the Panel menu to see what kind of features are hiding in there.
06:11Positioning your panels is all about finding what you need as easily and
06:14quickly as possible.
06:16If you're spending all your time moving panels out of the way and opening new
06:19ones, closing them and so on, you're not being very efficient.
06:23So fortunately that's where InDesign's Workspaces feature comes in.
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Saving time by making workspaces
00:00It's great that InDesign lets you put your panels anywhere you want on your screen.
00:04For example, let me grab the Pages panel and put it here, and I'll take the
00:07Links panel and put it over here.
00:09Maybe the Color panel and put it over here.
00:11That's terrific, isn't it?
00:12But pretty soon, you realize, you have too many panels open and you can't
00:16even see your document.
00:17So then you spend all your time moving panels out of the way just to get anything done.
00:21It just leads to no end of frustration.
00:23Fortunately, InDesign has a feature called Workspaces, which really helps with this problem.
00:29Workspaces are a way to remember the particular configuration of the panels on screen;
00:34which ones are open, which ones are closed and where they are on your screen.
00:38And InDesign actually ships with a number of Workspaces built in.
00:42You can find them up here in the Window menu, under the Workspace submenu, each
00:46of these things in brackets are Workspaces, but typically I don't use those.
00:50But typically, I don't use those.
00:51Typically, I use the Workspace popup menu here in the Application bar.
00:55All those same workspaces are listed here, but they don't have the brackets.
00:58I don't know what the difference is, but here they don't have brackets, but
01:01they're the same thing.
01:02These are the workspaces that ship with InDesign.
01:05Now normally, when you start working in InDesign, it starts you off with the
01:08Essentials Workspace, which just gives you a few panels.
01:11I find it way too limited.
01:13I don't know why they do that.
01:14I want to see a lot more panels.
01:16So I usually switch to Advanced.
01:18Advanced is really not that advanced.
01:20It just gives you more options by default.
01:21Now, you can further customize this.
01:23For example, maybe you want your Character Styles panel to be grouped with
01:26paragraph styles or whatever.
01:28Now, they're grouped.
01:29So I 've customized the Advanced Workspace to the way that I like it, which is great.
01:34Now, if I go back to Essentials, you'll see that it's exactly the way it was
01:39when I last left it.
01:40It remembers not just the underlying Workspace, but also everything I've done to
01:45it, which is kind of cool unless I've made a mess out of it, like this.
01:49Fortunately you can tell InDesign to go back to the original version of
01:53Essentials or any other workspace, by going to the Workspace pop-up menu and
01:57choosing Reset, in this case, Reset Essentials, and that puts it back to the way
02:02it was, when you first installed the program.
02:04Now, it's great that Adobe gave us these workspaces, but in general, none of
02:08them are exactly what I want.
02:10I mean sure Topography is cool because it gives us a lot of text panels open,
02:14Interactive is cool if I'm doing a lot of multimedia stuff inside of InDesign. That's great.
02:19But in general, none of them are just what I want.
02:22So I usually start with Advanced and start moving stuff around.
02:26Maybe I'll put my styles over here, maybe I'll open those up and I don't
02:30typically use Effects.
02:31So I'm going to pull that out and close it, and so on and so on.
02:34So I'm customizing the Dock and the panels to the way that I work most, and then
02:39I want to save it with my own personal workspace.
02:42So to do that, I'll go to the Workspace popup menu and choose New Workspace.
02:47It asks for a Name.
02:48I'm just going to call this David's Workspace, but you can call it anything
02:51you want, of course.
02:52Click OK and it now remembers my workspace in the popup menu, which is great.
02:58I can switch back and forth among all the other workspaces, but whenever I want
03:01to go back to the way I like it, I just choose David's Workspace.
03:05You know Workspaces fall into the category of what I call Blatner's First
03:09Rule of Publishing.
03:10Take the time now to save even more time in the future.
03:14If you take a little time to create your own custom workspaces, you're going
03:18to save yourself so much more time down the line and you'll end up a much
03:21happier InDesign user.
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Setting the view quality of artwork
00:0015 or 20 years ago a lot of people talked about the term WYSIWYG.
00:04What you see is what you get.
00:06But the word fell out of favor after people started to realize that they really
00:10couldn't trust what they saw on screen.
00:11Now InDesign makes WYSIWYG a reality because you can really trust your monitor.
00:17But you have to know how to manage InDesign's display options.
00:21Let me show you what I mean.
00:22I'm going to zoom in down here on what I know is a vector image.
00:26This is an image from Illustrator, I know these are very sharp edges but if I
00:30zoom in a little bit more you'll see these are all pixelated. That's not right.
00:34That's not what it's supposed to look like and it's certainly not what it looks
00:37like when I print it on my PostScript printer. So what's wrong?
00:41Why is InDesign not showing me these images accurately?
00:44Well, it's because I haven't told it to yet and I can tell it to show me the
00:48accurate images by going to the View menu and choosing from the Display
00:52Performance submenu.
00:54Right now it's set to Typical Display.
00:56I could change this to Fast Display if I want, but that of course just makes all
01:00my images go grey, so I don't know why you'd want to do that.
01:03I never work in that Display Performance setting.
01:05Instead of Fast or Typical, you can also choose High Quality Display.
01:09And High Quality Display is much better. Look at that.
01:12Nice sharp edges.
01:13All the vectors are truly vectors.
01:15In fact even if I zoom in really, really close, you can see that no matter how
01:19close I go, they still show up as nice clean edges because that is what vector
01:24artwork is all about.
01:26So High Quality Display is great for vector.
01:28It's also great for pixel images, raster images, like this image from
01:32Photoshop in the background.
01:33You may still be able to see little pixels in here, but believe me, those are actual pixels.
01:38We're seeing the true pixels.
01:40If I open that image in Photoshop, I would see exactly the same quality.
01:43So it can't get any better than that.
01:46If I go back to View and set this back to Typical Display, then everything gets really rough.
01:51We get low resolution pixels and low-resolution vectors.
01:55Now I could work in High Quality Display Mode, if I want to.
01:58There's nothing stopping me, except for one thing and that is
02:01Display Performance.
02:02You'll here that these settings actually live inside a submenu called Display
02:06Performance, and that's for a reason:
02:08because these affect your performance.
02:11It's all about how fast InDesign will work.
02:13If you're on a super-fast machine, then sure, go ahead and work in High Quality Display.
02:18But if you're working on our average, run of the mill machine, you're probably
02:21going to work in Typical Display and then only switch to High Quality when you
02:25really want to see the best quality, especially if your document has a lot of
02:29images, and especially if it has a lot of high resolution pixel images, because
02:34that's what really bogs it down the most.
02:35I'm going to switch back to High Quality Display, because I'm working on a
02:38reasonably fast machine, and I'll zoom back here with Command+Minus, or
02:42Ctrl+Minus on Windows, just to see a little bit more of this document, and pan
02:46down with my Grabber Hand shortcut.
02:47I just want to show you one other feature in InDesign that radically affects how
02:52accurate your screen display is.
02:54Now, you see this big orange box behind the image.
02:57I happen to know that that is not what this is supposed to look like.
03:00I'm supposed to be able to see through this orange to the image behind it.
03:04But I cannot see that on the screen. Why?
03:07Well, first I'll check to make sure that I'm in High Quality Display. Yes I am.
03:11Then I think, wait a minute, there's one other feature that controls the
03:14quality and that is this thing right at the top of the View menu called Overprint Preview.
03:19Now, Overprint Preview controls a lot of things.
03:21They shouldn't just call it Overprint Preview, Adobe should have called it make
03:24the screen look better feature, but they didn't.
03:27They just called it Overprint Preview.
03:28So it's a little bit cryptic.
03:29But I'm telling you that what this does is it makes everything more accurate.
03:33And when you turn that on, you can actually see things more accurately.
03:37In this case, this orange frame, which was set to Overprint, actually becomes
03:41overprinting, we can actually see through it.
03:44So that's a big step-forward in being able to trust what we see on screen.
03:47Once again you can work while Overprint Preview is turned on, nothing stopping
03:51you, but it does slow you down a little bit.
03:53So try it out, see if it's working.
03:55If it's too slow then go ahead and turn it off and just turn it on when you
03:58need an accurate proof.
04:00You know, knowing what you're looking at is key being efficient InDesign, it
04:03really lets you make the right design choices without having to print lots
04:07of proofs.
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Adjusting View and Preview settings
00:00I have my Hansel and Petal catalog open here, and I'm going to jump to the last
00:04spread of the document by clicking at the Last Spread button in the lower left
00:07corner of the document window.
00:09And I can see that this page is a mess.
00:11I mean the design's not bad, but there's all this stuff on top of the design.
00:15For example, there's all these vertical lines going through this image. Why?
00:19Because they're column guides.
00:20Up here around this frame, there's this frame edge, a blue box around that text there.
00:26Over here, they're just big ovals.
00:28I can't tell what's going to print and what's not going to print anymore.
00:32Fortunately, there's a way to streamline your visuals to strip out all of the
00:38stuff that's not going to print.
00:39And there's actually a couple of ways to do this.
00:41The first way is to go to the View menu and come down here to Extras and we can
00:46turn on or off Frame Edges.
00:48If you turn off Frame Edges, then all of the edges of your frames disappear but
00:53the guides are still there.
00:54I can see that those ovals were not actually there, they're just Frame Edges.
00:57So, that's helpful right away.
00:59I can go back to the View menu and go down to Grids and Guides and say Hide the Guides.
01:04And now the guides are gone as well.
01:06So this is much nicer.
01:08Now, those settings from the View menu are replicated up here in the Application
01:12bar in the View Options popup menu, and you can see I can turn on and off my
01:16Frame Edges, and turn on and off my Guides, and other options there as well. So that's great.
01:21But to be honest, I very rarely use any of those features at all. Why?
01:26Because I prefer a feature called Preview Mode.
01:29Preview Mode is great.
01:30To get to Preview Mode, you simply press W, as long as you're not editing text.
01:35If you're editing text then pressing W will type a W, right?
01:38But as long as you're not inside of a text frame, you press W, you go into
01:41Preview Mode and look at what you get.
01:43All of the non-objects disappear.
01:45The guides are gone, the Frame Edges are gone.
01:47Anything that was bleeding off the side of the page is gone.
01:50And you're left with a perfect view of what your final document is going to look
01:54like when it's printed.
01:55Now, you can work in Preview Mode if you want to.
01:58For example, as I drag over the page, I can actually see the edges of each of
02:02these objects highlighting.
02:04But I'm not going to work in Preview Mode.
02:05Typically I'll go into Preview Mode, look at it, and then hit W again to come
02:09out of Preview Mode.
02:10Now, just for the sake of being complete, I should mention that you can get to
02:14Preview Mode in other ways as well.
02:16Up here in the Application menu, you can choose Preview Mode from this little
02:19widget here, or at the bottom of the Tool panel, you can get to this little
02:23fly-out menu here and choose your Preview Mode from this popup menu.
02:28There's Preview Mode down there.
02:29But again I usually don't use that.
02:31I just press W. That's good enough.
02:33Now, since I am talking about cleaning up the screen, I should also mention that
02:36you can press the Tab key to hide all of your panels.
02:40You saw I press Tab, they all disappeared and that gives me a lot more space to
02:44work with, which could be handy in some situations.
02:47Just press Tab and they all come back.
02:49Now there's one other screen Mode that I want to point out, which sort of
02:52combines those two things together, like the Tab to make everything disappear
02:56and the Preview Mode to make all non-printing objects disappear.
02:59This is called Presentation Mode.
03:01It's new in CS5 and it's so cool.
03:04You can get to it by going to the Application bar and choosing Presentation Mode up here.
03:08But you know, again, I'd rather just use the keyboard shortcut.
03:11We learned just a moment ago that pressing W puts you into Preview Mode, so to
03:16go into Presentation Mode, you press Shift+W. It's like W plus, even better.
03:21So Shift+W puts you into Presentation Mode, and you can see that it takes
03:25over the whole screen.
03:26The menus are gone, the panels are gone, the pasteboard is gone, everything is
03:30gone except for the document itself.
03:32And this is a great way to present your document to a client or to your boss or something.
03:37Once you have it up here, you can move through the pages by pressing the Up
03:41and Down Arrow keys.
03:43Now, I'm on the previous spread, you can move through one spread at a time.
03:47You can also do the same thing by clicking to go to the next spread or
03:51Shift+clicking to go the previous spread.
03:53So either of those works.
03:54It's actually just like Acrobat Professional when you're in Full Screen Mode.
03:58So this Presentation Mode is really nifty.
04:01I do want to point out one other additional tip.
04:04This is something that Anne-Marie Concepcion, who's my co-author and co-host
04:07in InDesign Secrets, pointed out to me, really cool tip, while you're in
04:11Presentation Mode, you can actually press different keys to get different color backgrounds.
04:16Right now, we've got a Black background, but if I press W, I get a white background.
04:21See, that's kind of nice in its own way as well, or G for a grey background.
04:27So that's kind of nice.
04:27It's good to know that that's an option.
04:29Ultimately, though I like hitting B for Black because that really makes the page
04:34pop and art directors just love that.
04:36Oh that's really nifty.
04:37To come out of Presentation Mode, you press Shift+W or just press the Escape key.
04:43Nobody can design well in a cluttered environment like this.
04:46That's why the Preview and the Presentation Screen Modes are so great.
04:50They strip the wheat from the chaff and they leave you seeing what's most
04:54important about your document.
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Rotating pages and spreads
00:00Not all documents are laid out so that the text is right side up.
00:04If you're building a calendar, for example, you may want to turn the whole
00:07spread sideways, so that it opens vertically instead of horizontally.
00:11Or maybe you're building some cool packaging, or an ad that has text sideways or upside down.
00:17In these cases, it would be helpful if you could rotate the screen view to
00:21make it easier to read.
00:22For example, I have my Explore California catalog open here from the Exercise
00:26Files folder, and I'm going to open the Pages panel and jump down to Page 9.
00:30I'll just double-click on page 9.
00:32Now, I'm going to select this object in the lower right corner and zoom in to
00:36200% by pressing Command+2 or Ctrl+2 on Windows.
00:40And we can quickly see that this is setup sideways.
00:43It's been laid out sideways.
00:44And that's not a big deal for the reader.
00:46The reader of this magazine, could easily rotate the printed page sideways.
00:50But it is kind of a hassle for us, the designer or the Layout person, who
00:54needs to edit this text.
00:56In the past, the only way to do this efficiently was to pick up your whole
01:00computer monitor and turn it on its side, or you could just get a crick in your
01:03neck from keeping your head turned sideways.
01:06Fortunately, InDesign gives you one other option, and that is the power to
01:10rotate the Page View in 90- degree increments, anytime you want.
01:14To do that you go to the Pages panel, choose the spread that you want to rotate
01:19and then right-click on it.
01:21You can right-click with a two-button mouse or Ctrl+Click with a one-button mouse.
01:25And that gives you a context menu with a bunch of options, including
01:28Rotate Spread View.
01:30Here I can rotate that spread view in 90 degree increments.
01:34I'm going to rotate it 90 degrees clockwise;
01:37CW means clockwise.
01:38And when I do that, you can see that the screen view is updated so I can read the text.
01:44Now, I should point out here that it's just the screen view.
01:46This does not print any differently.
01:49It doesn't act any differently.
01:50It just is changed on screen.
01:53In fact here in the Pages panel, we can that the spread is still horizontal but
01:58there's a little icon just to the right of the spread.
02:00That is the Rotate Spread icon.
02:02That's telling me that it has been rotated.
02:05And I can later reset that back by right- clicking on there and say Clear Rotation.
02:11Now you don't have to clear the rotation.
02:13You could leave your document rotated like this.
02:15It'll save in the document and the next time you open it, it'll be rotated.
02:19But if you are going to give it to somebody else, who's opening the document and
02:22working with it, it might freak them out to have it sideways.
02:25So it's a good idea to clear the rotation, just to set it back to the way it was originally.
02:30Just so it doesn't make anyone too nervous.
02:32I should point out also that that rotation, the View Rotation feature is also
02:36found in the Pages panel fly-out menu;
02:39exactly the same feature, right down here in Rotate Spread View.
02:42So you can do it from this popup menu, the fly-out menu in the panel or you
02:46could do it as a context menu like we just did.
02:49Either way works just fine.
02:50Of course, standing on your head or turning your screen on its side may seem
02:54like more fun, but I think you'll have to agree that the Rotate Spread View
02:58feature is a bit more efficient.
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Displaying a new view with the New Window feature
00:00Scientists and artists have long known that looking at something from two or
00:04more points of view, offers a perspective and an understanding that you just
00:08can't get any other way.
00:10There's even a word for it: parallax.
00:12Now InDesign has a parallax feature, but of course, they don't call it by
00:16the technical name.
00:17They call it New Window, and you can find it under the Window menu, under
00:21the Arrange submenu.
00:23Here, I'll choose New Window and you'll see that I get a New Window on the same document.
00:28Now, why would you want to do this?
00:30Well, it turns out that this is incredibly helpful because you can have two
00:34different views of the same document, very different.
00:37For example, I'll come over to the left side and click on it and that activates that.
00:41You can see in the name up here it says :1.
00:43That means this is View 1 of this document.
00:46I'm going press W to go into Preview Mode, so I can see this page exactly how
00:51it's going to look when it's printed out.
00:54Now, I'll come over to this View and I'm going to zoom in.
00:57Maybe I'll just zoom in just on that text up here in the upper-right corner.
01:01Now I can see that this is all pixelated because it's in the Typical Display Mode.
01:05It doesn't really matter because I'm going to be doing some rough edits here.
01:08For example, maybe I'll select that image in the back and hit Delete to delete it.
01:12That gets rid of that black background, and I immediately see how that looks in
01:16the final version over here on the left.
01:18I can see, oh that looks pretty good, and now maybe I'll do something different.
01:21Like, maybe move that word, Explore, just by clicking and dragging it up.
01:25A little bit higher and you can see that, great.
01:27Now, Explore looks like that.
01:29So I'm doing fine-tune work over here on the right, but I see the final result
01:34over here on the left.
01:35So having two different views open on the same screen can be very handy.
01:39Let me show you some other examples of how you might use this.
01:42I'll zoom back out here, using Command+Option+0 or Ctrl+Alt+0 to do
01:46fit-in-window, and I will put this into Proof Colors Mode.
01:51Now, I'm not going to get into the intricacies of color management in this title.
01:54That's an advanced topic for a separate title.
01:56But in this case, I will just tell you that when you choose Proof Colors, you
02:00put this into CMYK Mode.
02:02Let's go ahead and put this into Preview Mode as well and you can see now that
02:06this is in CMYK and this is in RGB.
02:09So we're looking at rich, saturated RGB colors over here, and the equivalent,
02:14kind of more muted CMYK colors over here.
02:17So this is a very easy way to get a sort of before and after of both views, RGB and CMYK.
02:23Could be handy.
02:24Let me show you another way that you might want to use your New Window feature.
02:28I'm going to scroll down here.
02:29Let's pick a different spread down here.
02:31Fit this in Window, Command+Option+0 or Ctrl+Alt+0, and I'll say gosh, I really
02:36wish I had this image down here of those cacti on my cover as well.
02:41Well, you don't have to even copy and paste here.
02:43I can simply drag that image from this window into this window and it makes a
02:49duplicate of that from here to here.
02:52So now I've duplicated that image onto my cover. Very, very handy.
02:55Of course, when you're done with the New Window, you can simply close it just by
02:59closing a window like you normally would, and that goes back to your
03:02one-view-per-document setting here.
03:05So that's pretty handy.
03:06There are dozens of ways that you could use this New Window feature in your workflow.
03:10It is incredibly helpful to work with two or more windows open, especially when
03:15you have a large screen or two monitors.
03:17But for some reason, I find that you really have to force yourself to use it two
03:21or three times, or else you'll never get around to using it.
03:24But after you do get used to the New Window feature, you will be hooked.
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Setting application and document preferences
00:00The more that you customize InDesign to the way that you work, the more
00:04efficient you're going to be.
00:05It's a simple law of nature.
00:07Now the primary way to customize InDesign is through the Preferences dialog box.
00:12In Windows, you get to the Preferences dialog box under the Edit menu.
00:16But here on the Mac, we find it under the InDesign menu.
00:19There it is, the Preferences submenu, and it looks there's a lot of different
00:23Preferences features, but, actually they all go to the same place.
00:27If you press Command+K on the Mac or Ctrl+K on Windows or choose any of these
00:30items, they all take you to the Preferences dialog box.
00:34Each of those menu items is simply a shortcut to a different pane inside the
00:38Preferences dialog box.
00:39Now I'm not going to cover all of these things.
00:41It would just take way too long and there's probably a hundred of features in
00:44here, but I will point out that there are two different kinds of preferences.
00:48There are Document Preferences and Application Preferences.
00:51Now a Document preference will only affect the currently open document.
00:56That's the important thing here.
00:57So for example, in an earlier movie, I talked about the Ruler Units preferences.
01:03That is the horizontal and vertical measurements and I talked about how you can
01:06change those by using the context menu on the rulers.
01:09Well, you can also change those here inside the Units & Increments pane of the
01:13Preferences dialog box.
01:15Right now this document is set to Inches, but if I use Millimeters, I can go
01:19ahead and change both of these, Horizontal and Vertical, to Millimeters.
01:23When I click OK, it changes all my settings to Millimeters.
01:27For example, if I choose this text frame, the Control panel lists the size of it in millimeters.
01:32So that's great, but this kind of preference only affects the document.
01:36It's a document preference or a document default.
01:39As soon as I create a new document by going to the File menu, choosing New and
01:44Document and I'll click OK to get a brand-new document, you can see that all
01:48of these measurements are in picas again, because the default preference for InDesign is picas.
01:55So what do I do if I want millimeters for all my future documents?
01:59Well, the trick to setting document preferences is set them while no
02:02documents are opened.
02:03I'll go ahead and close this, and then close this one, and I won't even save the
02:08changes, I made there.
02:09I'll go back to the InDesign menu and choose Units & Increments from the
02:13Preferences submenu.
02:14That takes me right to that pane and now I'm going to change this to Millimeters.
02:19Click OK, and now when I open a new document from here, click OK, you'll see
02:25that now I'm in Millimeters.
02:27So I've changed my underlying defaults.
02:29All of my new documents from here on out will be set to Millimeters.
02:34Now I mentioned that there's another kind of preference.
02:36Let's go back to Preferences here, and that is application preferences.
02:40And these preferences are settings that affect all documents.
02:43The one that's open, future ones, old documents that I open and so on.
02:48An example of an application preference would be, for example, under the
02:51Display Performance pane of the Preferences dialog box, I can change my Greek
02:55Type Below setting.
02:57Greek Type is a way to make InDesign more efficient by changing little tiny
03:01text to just gray bars.
03:03It makes it just a gray bar, a line, on screen, instead of having to
03:07render little tiny text.
03:08So, I find it really annoying.
03:09I hate seeing those little gray bars.
03:11So I'm going to change this to two points.
03:13I'll very, very rarely see that gray bar. So that's great.
03:16I've made this change and this instance is an application-wide setting.
03:20So this will change all documents whether they're new documents or old documents.
03:25Those are all affected by this setting.
03:27In general, most of the Preference panes from Dictionary on downward are
03:32application-wide and most of the settings from Guides & Pasteboard up are
03:37document-wide settings.
03:38There are some exceptions, but in general, that's the rule.
03:42In later movies, I'll be covering a number of different features in the
03:45Preferences dialog box, but always remember that document preferences will only
03:49affect future documents if you make them while no documents are open;
03:53that No Publication state.
03:55If you remember that, you'll keep yourself out of trouble and keep
03:58yourself efficient.
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2. Getting to the Features
Using the Tool panel
00:00It doesn't matter whether you're building a skyscraper or building an InDesign
00:03document, either way you need tools to do the work and you can find all of
00:08InDesign's tools in the Tool panel, here along the left edge of the screen.
00:12Let's go ahead and take a quick tour of our Tool panel and its tools, so that
00:16you'll be prepared to use them in the upcoming chapters.
00:19The first thing I want to point out is that the Tool panel is docked along the
00:23left edge of the screen, but you can pull it out and put it anywhere you want.
00:26To do that simply grab its title bar out and place it someplace else on the page.
00:31You'll see that it is a truly floating panel here, and the cool thing about this
00:35is we can change its orientation as well.
00:38Right now it's set up to a single column, but if I click this little double
00:41arrow it changes to a single row instead.
00:44Some people like that, because it matches the Control panel above better.
00:47You can kind of nudge that up to be right underneath the Control panel.
00:50If I click on the double arrows again, it becomes another configuration, two columns.
00:55Some people like this.
00:56It takes up more screen real estate, but you know, some people think it's a
00:59more pleasing layout.
01:00In these movies though, I'm going to leave it set to a single column by clicking
01:04on that double arrow one more time.
01:06But I'm not going dock it into the left edge of the screen.
01:09I'm going to show you what I do on my personal system, because I just find
01:12it really efficient.
01:13I'm going to move it over until it gets to the right near the edge of the
01:16screen, and you'll see that it looks like its going to dock, but I'm going to
01:20force it not to dock there by holding on the Command or the Control key.
01:24This way its snaps to the edge, but does not dock.
01:28Now why would I want to do that?
01:29Well I like doing it that way, because I want to dock panels above it.
01:33And there's no way to dock a panel above or below the Tool panel when the Tool
01:37panel is docked there.
01:38It's just a limitation in InDesign.
01:40So I force this to snap to the left edge, but I don't dock it there.
01:45And then I open up some other panel that I usually use.
01:47For example, I really like Mini Bridge.
01:50Mini Bridge is something I'm going to be talking about in some detail in a later
01:53chapter, but for now let's just go ahead and say I love Mini Bridge.
01:56I like using it a lot.
01:57I want to have it around, and I want to dock it to the left edge of my page.
02:01So I brought it up and I resized it, and now I'm going to simply bring it over
02:05here to the edge until it docks.
02:07And then I'll click on the double arrow to minimize it, and I'll minimize the
02:11dock even more by dragging it to the left until all I have is the icon.
02:15So again, this is the way I do it on my machine, you don't have to do it this way.
02:18I just think it's very efficient to have the Tool panel down below, and then
02:22have other docked panels above it, so I can click on them and get to them when I want.
02:26So I have some docked over on the left, some docked on the right.
02:29Okay, let's go ahead and talk about the Tool panel and its tools, which is of
02:33course, what we're supposed to be talking about in this movie.
02:35Now the Tool panel is broken down into a number of different categories,
02:39although it's not immediately obvious what those categories are The first four
02:43tools are selection and object manipulation tools.
02:47So for example, the first tool is the black arrow.
02:50It's technically called the Selection tool, and that lets you select and
02:54manipulate whole objects.
02:55You can move objects around, select them to delete them, or whatever.
02:59That's what the Selection tool is for.
03:01The next tool down is the Direct Select tool.
03:04That lets you select individual points on a path or individual objects that are
03:09nested inside of others.
03:10It lets you do a direct selection, just what you want to point to.
03:14So that's the white arrow.
03:15The next tool down is the Page tool, and this lets you select an entire page.
03:20Even better, it lets you resize that page or move it on the pasteboard.
03:25I'll be covering that in more detail later on in this title.
03:28Now the fourth tool is the Page Gap tool.
03:30That's kind of like the Selection tool, but in reverse.
03:34Instead of focusing on the objects on your page, it lets you focus on the gaps
03:38between the objects.
03:40And I've got a whole movie on that.
03:42That's a cool tool.
03:43That's a new feature in InDesign CS5.
03:45The next collection of tools are the Object Creation tools.
03:50So for example, the Type tool, that's T is the Type tool.
03:53That lets you create type frames, or it lets you create type inside of a frame.
03:58So that's the first Type Creation tool.
04:01I do want to point out that there's this little tiny black triangle in the
04:04lower right corner. That is important.
04:07That means that there are more tools hiding underneath this tool.
04:11And the way you get to those is by clicking and holding for just a moment or
04:15two, and you get this popup menu, which shows you the other tools.
04:19In this case the hidden tool is the Type on a Path tool, and that lets you
04:23place type on a path. But it's hidden.
04:26A lot of people don't realize that it's under there. So now you know.
04:30Now there's tools for creating lines or Bezier Paths.
04:34If we click and hold on this, you'll see that there's the Pen tool.
04:36This is just like Illustrator's Pen tool.
04:38There are also similar tools that allow you add points, delete points,
04:42convert Bezier points.
04:43I'll be covering all of those in later movies.
04:45I just wanted to let you know that they are there.
04:47There is the Pencil tool and then underneath that the Smooth and Erase tools.
04:51These are all for doing free- form drawing within InDesign.
04:54If you have a really steady hand you can do that.
04:57Next there are Frame tools.
04:58These are tools that let you make frames that you can put pictures into,
05:02graphics or other objects inside of.
05:05And there are actually two sets of tools here.
05:07There is a rectangle frame, the ellipse frame, and the polygon frame, and then
05:11just immediately underneath it there are the Rectangle tool, the Ellipse tool,
05:16and the Polygon tool.
05:17So a lot of new InDesign users wonder what is the difference?
05:20Why should I use one or the other?
05:22And the difference is really this.
05:23There's no difference at all, they're just frames.
05:26But these ones that have x's in them, by default have no stroke or fill.
05:30So they're just frames without any drawing to them themselves.
05:34While the ones underneath, these tools down here, by default have no fill, but
05:39they do have a stroke.
05:40So that's the one difference that you need to keep in mind.
05:43Other than that there's really no difference.
05:45Okay next group, after the object creation is the Object Manipulation tools.
05:50For example the Scissor tool lets you slice a path anywhere you want, like if
05:54you have a long path and you want to slice it in half, you could use that.
05:57The next one down is the Free Transform tool, this lets you rotate an object, or
06:03scale it, or shear it, or move it.
06:05It's a great tool for doing all kinds of transformations, and in fact, if I
06:09click on that and hold for a moment, I can see that there are individual tools
06:13underneath here for rotating, scaling, and shearing, but I rarely use those.
06:17I typically just stick with the Free Transform tool.
06:19Then there's tools for adjusting the gradient within an object.
06:23If you have a gradient fill or a grading stroke, you can change that gradient
06:27with the Gradient tool or with the Gradient Feather tool.
06:30The Gradient Feather is a way to blend transparency, not to another color, but
06:34to actually blend to transparency.
06:37So that's what that tool is all about.
06:39Now the next group is sort of miscellaneous, there's the Note tool.
06:42The Note tool lets you add annotations inside any kind of text frame.
06:46The Eyedropper tool lets you copy formatting from one object or one piece
06:50of text to another.
06:52That's kind of helpful.
06:53Underneath there, there is a Measurement tool, which lets you measure objects.
06:56These are all sort of miscellaneous.
06:58They're really helpful, but you're just not going to use those quite as often.
07:01And then finally we have the Hand tool and the Zoom tool, and we covered
07:05those in earlier movies.
07:07The ability to pan around your page or to zoom in and out of your page.
07:11At the bottom of the Tool panel there are some controls for changing the fill or
07:15stroke of any object that you have selected on your page.
07:18And in fact, down here there's this little fly-out menu that lets you apply
07:22a color a gradient or none, just fully transparent to any object that you have selected.
07:27And finally at the very bottom we have the Screen Display Mode, which gives you
07:31some controls about how things look on screen.
07:33We've already talked about this a little bit;
07:34the Preview Mode, the Presentation Mode, and so on.
07:38So that's the Tool panel, and all the tools that are in it.
07:40But to me the coolest part of the Tools panel is that you can use all these
07:44tools, even if you close it by going to the Window menu and choosing tools. How?
07:49Well, every tool and feature in the Tools panel has an equivalent keyboard
07:53shortcut, and in the next movie we'll not only explore those shortcuts, but even
07:58look at how to make your own.
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Learning and editing keyboard shortcuts
00:00If you're as old as me, you might remember the old DOS or CPM days, when there
00:05was no mouse, no menus.
00:06Just text, you kept your hands on the keyboard at all times. And we liked it.
00:11No, actually I'm pretty glad those days are far behind me.
00:14But I have come to realize that it's actually incredibly efficient to keep your
00:18hands on the keyboard and to minimize the use of menus.
00:22So when I'm trying to move fast InDesign, I turn to its keyboard shortcuts.
00:27And the first keyboard shortcuts I turn to, are the tool keyboard shortcuts.
00:31Every tool in the Tool panel has its own keyboard shortcut.
00:35For example, you can press the letter T to jump to the Type tool.
00:39You see how it just jumped to that T tool there, the Type tool.
00:42I can press F to jump to the Frame tool, down here, or V to jump to the
00:47Selection tool, the Black Arrow tool at the top.
00:50Now how do I know what those tools shortcuts are?
00:53Well, I know because if I hover my cursor on top of one of the tools, just for
00:57about a moment, up comes a tooltip.
00:59And that shows me that that's the Selection tool and I use the letter V to get
01:03to it, or the Escape key, that will also work.
01:06I'll hover over the next one, the Direct Selection tool, and you can see that I
01:09press A to get that.
01:11Every tool has its associated keyboard shortcut and note that these do not use a modifier key.
01:16It's not Command+V to jump to that or Ctrl+A to jump to that.
01:21It's just the key itself.
01:22Just A for the Direct Selection tool.
01:24That's all you need.
01:25Now that's great if you're not editing text.
01:27But as soon you are editing text, you're in trouble.
01:30So for example, let me just jump to the next spread here and I'm going to switch
01:34to the Type tool by pressing T. That selects that.
01:37I'll select some text in this text frame down here and I'm going to zoom in on
01:41that text by pressing Command+2 or Ctrl+2 on Windows to jump to 200%.
01:45You can see that I have a bunch of text selected.
01:47Now, if I wanted to go to the Selection tool, I could press V, but of course
01:52that replaces all that text with the letter V. So that's not very helpful.
01:56I'll go back to Edit and choose Undo Typing or I could press Command+Z or Ctrl+Z on Windows.
02:01So instead of using that V, I'm going to press Escape.
02:05And Escape does the same thing, but this time it does not edit the text.
02:10It does not change that, because the Escape key was a secondary keyboard shortcut.
02:14Remember, when I hovered over here, it showed me two different shortcuts: V or Escape.
02:19So InDesign actually lets you have more than one keyboard shortcut for the same feature.
02:24And that turns out to be very important for what we're trying to do.
02:27Let's go back to the Type tool and select this text again and I'm going to show
02:30you how you can apply your own keyboard shortcut to any of these other tools, or
02:34in fact any other feature in the program.
02:37For example, in an earlier movie, I showed how you can switch into the Preview
02:41Mode by pressing the W key, and that's very, very handy here.
02:44It makes all these guides go away. I like that.
02:47But of course, I can't press W now; I'm editing text.
02:50So I'm going to add a new keyboard shortcut to let me do that.
02:54I'm going to go to the Edit menu and choose Keyboard Shortcuts.
02:57The Keyboard Shortcuts dialog box is a little overwhelming at first.
03:00Let me step you through it.
03:02The first thing you need to do is make sure you're using the correct set.
03:05The default set is what you normally use.
03:07That's the baseline set and there's two other sets in here, the PageMaker set or
03:11the QuarkXPress set.
03:12I rarely use either of those.
03:13But in this case, I'm making my own keyboard shortcut, so I need to create a new set.
03:18InDesign won't let me overwrite any of those.
03:21So I'm going to come over here and click the New Set button.
03:24Now I'll type a name for my set.
03:26I'm going to call it David's KBSC set.
03:28That's a keyboard shortcut set. Click OK.
03:31You can call it anything you want.
03:33Now the next thing I need to do is find the feature I'm looking for.
03:36I'm looking for the Preview keyboard shortcut, and I happen to know that that
03:41lives inside the Tools panel.
03:44So, I'm going to go to the Tools Product Area and I'm going to scroll down here
03:49until I find the feature that I am looking for.
03:51Toggle View Setting Between Default and Preview, there we go.
03:55It will show me that the current shortcut is W. Well, I already knew that.
04:00W is the shortcut I have been using.
04:02But I want a new keyboard shortcut, so that's with the New Shortcut field down here is for.
04:07I'll click inside that and I'll find a shortcut that I can use.
04:11How about Ctrl+Option+1?
04:14It tells me that this is currently unassigned.
04:17If I chose something different like Command+Option+W, it says okay, well that's
04:21currently assigned to Textwrap.
04:23Do you want to take it off the TextWrap?
04:24No, no I'd rather go back to the first one, the Ctrl+Alt+1 or Ctrl+Opt+1.
04:29And I'm going to use that one instead.
04:31To add that keyboard shortcut to this command, I must click the Assign button.
04:36Don't forget to click Assign.
04:38So that's how you add your own keyboard shortcut to any feature in the Product.
04:42Now, how did I know that the Toggle View Settings was inside the Product Area?
04:48Well I am going to show you a secret.
04:50And that secret is the Show Set button.
04:52The Show Set button shows you every feature in InDesign that has a keyboard
04:57shortcut and even many that don't, and this is what happens.
05:01You click Show Set and it writes your current set of keyboard shortcuts to disk
05:05as a Text File and automatically opens it up in your default Text Editor.
05:10On the Mac, it's usually TextEdit.
05:12On Windows it's usually Windows Notepad.
05:14Now this has every feature that could have a keyboard shortcut applied to it.
05:18You'll see that a lot of these are None defined.
05:20That means that it doesn't have a keyboard shortcut yet.
05:22But there are some that do have keyboard shortcuts applied to them and that's
05:26how you can learn what a keyboard shortcut is and what Product Area it lives in.
05:30So just scroll through here and you'll find all kinds of features that you
05:34didn't even know that InDesign had, but you can find what the keyboard shortcuts
05:38are and then just scroll up to the top and you'll find the Product Area.
05:42Let's go ahead and go back to InDesign here and try out our keyboard shortcut.
05:47I'm going to click OK.
05:49And it looks like I'm still editing my text here.
05:52I want to switch into Preview Mode and I'm going to try that keyboard shortcut,
05:55Ctrl+Alt+1 and you see it worked.
05:59There I am in Preview Mode.
06:00All the guides go away.
06:02It's a thing of beauty.
06:03I'll try it again and they come back.
06:06So it's toggling on and off in the Preview Mode.
06:09Now sure, you might want to avoid keyboard shortcuts if you, say, work by the
06:13hour, but for those of us who are trying to get our work done faster, it's
06:17worth it to define as many shortcuts as we can remember and then use them as
06:22often as we can.
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Working with spring-loaded tool shortcuts
00:00I'm sure you can tell by now that I just love keyboard shortcuts.
00:03It's just all about efficiency and in the last movie we saw how every tool
00:08has its own shortcut.
00:10But sometimes, when you're working really quickly, switching from one tool to
00:13another and then back again is just too slow.
00:16So enter the world of spring-loaded tool shortcuts.
00:20Let me show you how it works.
00:21Right now, I've got the Selection tool and I want to drag out a new frame, one
00:26of these graphic frames over here, but instead of switching the tool, dragging
00:30up the frame, and then switching back to the Selection tool, I'm going to hold
00:33down the F key to get that tool.
00:35Now I haven't let go of the F key yet;
00:37It's still held down.
00:39So it switches that tool and I drag out the frame.
00:42Then I let go of the mouse button, and then I let go of the F key, and you see
00:46how it immediately switches back to the Selection tool.
00:49That's what I mean by a spring-loaded tool shortcut.
00:53I can do the same thing with the Type tool.
00:55I can hold on the T, drag out a Type frame, let go of the mouse button, let go
01:00of the T, and then I'm back to the Selection tool.
01:02It's just a really efficient fast way of moving among your tools.
01:06Okay I know you're laughing at me about all these crazy little shortcuts but
01:09honestly teaching your fingers how to do all these little shortcut dance
01:13routines can be well worth it once you get the hang of it.
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Using contextual menus
00:00Sure InDesign has a lot of features up here in the menus, but which of these
00:04features are relevant to what you're doing right now.
00:07For example, when you're editing text, wouldn't it be cool to get a set of
00:10frequently used commands that relate just to text?
00:13Well, that's where context menus come in.
00:16And context menus are those menus that you get when you right-click with
00:20a two-button mouse like this, or if you have a one-button mouse, you can Ctrl+Click.
00:24I just have to tell you though, if you still have a one-button mouse, I strongly
00:28urge you to get a two-button mouse.
00:30You will not be sorry.
00:31It's just so much easier to work with a two-button mouse.
00:34Anyway, you right-click with a two- button mouse and you get this context menu,
00:39and this gives you information about whatever is selected on the page or
00:43whatever you've right-clicked on.
00:44In this case I right-clicked on the pasteboard so I get some sort of generic
00:48document features that relate to the pasteboard of the document.
00:51If I right-click on the title of the document, I get some document related features.
00:57That's good to know.
00:58If I right-click on something on the page, for example, this image, I'll select
01:02this image and then right-click, I get some object-specific features or
01:07image-specific features.
01:08Or if I use the Type tool, let's just grab that Type tool, and select this text
01:12on this curve up here.
01:14Let me zoom in to 400% with Command+4 or Ctrl+4 on Windows, you can see that I
01:19have some text selected there and now I can right-click.
01:21And notice that I don't have to right- click on the text, I can right-click up
01:24here, but it still is reflecting whatever is selected down on that path.
01:30You can see that I have a lot of text related features;
01:33the Font, the Size and so on and so on.
01:36I can check the Spelling from here.
01:38I'm going to change the case of this to, let's say uppercase.
01:42I'll choose uppercase and you can see that all the text got changed to uppercase.
01:45So it only was giving me features that were relevant to what I was doing right now.
01:50I'll go ahead and zoom back to Fit in Window with Command+0 or Ctrl+0 on
01:54Windows, and I'll press the Escape key to jump back to the Selection tool,
01:57because I want to show you that context menus work not just in your document
02:01page but even in panels.
02:03For example, if I go to the Pages panel, I can right-click on a page and get
02:07controls for those pages.
02:08Sort of Pages panel features.
02:10Or I can go to the Layers panel and I can right-click on a layer, and I can get
02:15features for this layer including Select items on this layer.
02:19That means it will select all the items on the Text layer for me.
02:23So very, very handy.
02:25You should try right-clicking in the Links panel, in the Swatches panel, all of
02:29the Styles panels have context menus.
02:31Just start right-clicking on stuff and see what happens. It's really great.
02:35Now I'm going to get into what each of these features do in upcoming movies, but
02:39for now the important thing is that you know where to look.
02:42Like keyboard shortcuts, you don't have to use the context menus but you're sure
02:46missing out on a world of good if you don't get into that right-clicking habit.
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Choosing menu items with Quick Apply
00:00I love keeping my hands on the keyboard as much as I can when I work.
00:04As I've said before, it's all about efficiency.
00:07So you can just imagine the neurons firing in my brain's pleasure center when I
00:11saw a feature that just about obliterates any reason to use a menu at all.
00:16That feature is called Quick Apply and it is simply life changing.
00:20Let me show you how it works.
00:21I'm going to apply a drop- shadow to this group of objects.
00:24So I'm going to select it with the Selection tool, I just clicked on it, and
00:27I'll zoom into 200% by pressing Command+ 2 or Ctrl+2 on Windows, so I can see it
00:33a little bit better here.
00:34Now I may not remember which panel to go to, to apply a drop-shadow, or which
00:38keyboard shortcut to use or which menu to go to, but I don't need to know any of that.
00:43Because I know about Quick Apply, and I know that Quick Apply shows up whenever
00:47I press Command+Return on the Mac, or Ctrl+Enter on Windows.
00:52That's all you need to know.
00:53Up comes the Quick Apply panel and it lets me type in the name of any feature in the program.
00:59For example, I'll just type dr and immediately, InDesign filters out all of the
01:04features down to just the ones it guesses I'm trying to type.
01:08And you see I don't even need to type Drop Shadow.
01:10I just type dr and it guessed Drop Shadow.
01:13That's the first item here in the list.
01:15Once I have the feature I want all I need to do to trigger that is press Return
01:19or Enter, and up comes the Effects panel, on goes the Drop Shadow, click Ok and
01:24there's my Drop Shadow.
01:26It's as simple as that.
01:27Quick Apply is a great way to trigger any feature in the program.
01:30Let me show you another example.
01:31I'll zoom back to Fit Page in Window with Command+0 or Ctrl+0, that's a keyboard
01:36shortcut I do remember, and I want to rotate this whole spread 90 degrees.
01:41Well, how am I going to do that?
01:42Well, I know about Quick Apply, so I'll press Command+Return or Ctrl+Enter on Windows.
01:46Up comes Quick Apply.
01:48You can see that it remembered the last thing I typed there, but in this case, I
01:51don't want Drop Shadow.
01:52I want 90 degrees Rotate.
01:55So I type 90 and it shows me all the features in InDesign that have the number 90 in them.
02:01Isn't this great?
02:02You can see that the first one is Rotate 90 degrees but it's in the Transform menu.
02:07That means that it's going to rotate the selected objects 90 degrees.
02:11That's not what I want.
02:12I want to rotate the Spread View 90 degrees, and that's further down in the list.
02:16So I'll use the arrow keys on my keyboard to choose the item that I want to pick.
02:22So I just pressed the Down arrow a few times and then hit Return and there it is.
02:26It rotated the spread 90 degrees clockwise. Very easy.
02:30Very handy. Very fast.
02:32When I'm ready to go back to clear that rotation, bring up the Quick Apply
02:35again, I'll just type rotation a couple of times, find Clear Rotation, hit Enter
02:40and it goes back to the normal 0 degrees. Very easy.
02:44If you want to be super-efficient in your work, you'll definitely want to make
02:48Quick Apply your friend.
02:49Now that you know where your tools and features are and how to use them
02:52efficiently, you're ready to launch into the meat and potatoes, creating a
02:56new document.
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3. Creating a Document
Creating new documents
00:00Finally, it's time to make a new InDesign document.
00:03The way to do that is to go to the File menu and choose from the New submenu.
00:07You'll see that you have three options here:
00:09Document, Book, and Library.
00:10But we're going to be focusing on making a new document in this movie, so
00:13that's what I'll choose.
00:15Notice that there's a keyboard shortcut to get to this faster, which is
00:18Command+N on Mac, or Ctrl+N on Windows, and either of those open up the New
00:22Document dialog box.
00:23Now there's a lot of information here in this New Document dialog box so, let's
00:27take it systematically.
00:28I am going to start by skipping the Preset however, and jump right to Intent.
00:32Now, the Intent means where are you intending this document to go?
00:36Is it supposed to be a print document, or is it supposed to be an
00:39on-screen document?
00:40Adobe calls this Web, but it's not like you're making an HTML page, so I really
00:44wish they had chosen to call this on-screen instead of Web.
00:47Web makes no sense to me.
00:48Anyway, for on-screen documents, let's say you're making an interactive PDF, or
00:52a SWF file or something, that is when you choose Web, and if you do that all of
00:57your page sizes change to pixels, your measurements change to pixels, everything
01:01gets set to RGB in your document, and so on.
01:04It's just a convenience for when you are making those interactive kind of
01:07documents with InDesign.
01:08I'll be talking about interactive documents in a later chapter.
01:11Right now, I'm going to stick with a basic print document just like we're used
01:15to, and we'll move on.
01:17You can see that the measurements are all set to your default measurement system
01:20which I talked about in an earlier chapter.
01:23In this case, it's set to picas, and we can change the Page Size right here.
01:27Now there's a lot of default sizes built in, Letter size pages, Legal size
01:32pages, A4 pages and so on. I'll choose A4.
01:36That's a nice size for Europe.
01:37For all of those of you in Europe, you know A4 quite well.
01:40Now, the key here is you want to choose a Page Size, which is your final output.
01:46Don't try and take into account Crop Marks, or Registration Marks, or any of
01:49those other things you might add outside your page, just the final printed
01:53size of your document.
01:54So, if you're printing on A4 paper, then choose A4 here.
01:58Now, if you're printing on a custom size, feel free to dial that in here, you
02:02can just type whatever values you want into these settings.
02:04For example, if you're doing a 7"x 9" document, you can just type those in there.
02:09Notice that I typed it in inches with the "in" marker, and it automatically
02:13converted that to picas, just a little convenience that it is doing on the fly here.
02:17You can also change the Orientation.
02:19In other words, do you want it to be taller than it is wide, or wider than it is tall?
02:24That's Landscape versus Portrait.
02:26Let's go ahead and change this to Landscape, and you can adjust the number of
02:29Columns and Margins.
02:31Now these simply add guides on your page.
02:35We looked at the Column guides and Margin guides in an earlier chapter.
02:38You don't have to dial these in.
02:40You don't have to choose the number of columns right now if you don't want to.
02:43It's just a convenience to set up your document from the beginning, the way you
02:47might want to set it up later, but you can change all these values later.
02:50That said, if you're trying to be efficient, if you're trying to create a
02:53template, let's say, it is a good idea to specify exactly what you want here to
02:57save yourself time in the future.
02:59Now there is one more set of options down here that's missing from this dialog box.
03:03Adobe is hiding this from you, and it's hiding these features from you because
03:07they think it might overwhelm you to have too much in this dialog box, but I
03:11want all the features right in front of me.
03:13So, I'm going to unhide them by clicking on the More Options button, and when
03:18I click More Options, you can see there we go, we get Bleed and Slug options
03:22down at the bottom.
03:23This is another ability to add guides outside the document page area, and I'll
03:28be covering those in a later chapter, but for right now, I just wanted you to
03:31know, those options are inside this dialog box. So check them out.
03:35Now, let's go ahead and jump to the top of the dialog box here, and look at
03:39Number of Pages, and Start Page.
03:41The Number of Pages, always start off with one page, but if you know it's going
03:45to be an 8-page document, go ahead and dial that in here. That's up to you.
03:48If you know that your document is going to start on page 16, you can go ahead
03:52and type that here if you want.
03:54You should tell InDesign, whether this document is a Facing Pages document, or a
03:58Single-sided document.
03:59For example, if you're making a book that has a left-hand page, and a right-hand
04:03page, then you probably want to have Facing Pages turned on;
04:06magazines, anything that has a left- and right-hand page where they're facing
04:10each other, you probably want that turned on.
04:12If you're just making one-page ads, something like that, then go ahead and
04:16leave that turned off.
04:17In this case, I'm going to leave it turned on, and I'm also going to leave off
04:21the Master text frame checkbox.
04:23The Master text frame checkbox is kind of a hold-over from the Old QuarkXPress days.
04:27QuarkXPress had a feature called Automatic Text Box.
04:30InDesign wanted to make something similar, and so Adobe added this feature
04:34called Master text frame, and all it does is it adds text frame to your master
04:39pages automatically for you.
04:41And in InDesign, you typically don't need that.
04:44I'll be covering master pages, and text frames in a later chapter, but trust me,
04:48for now, you typically do not need InDesign to add these for you automatically.
04:52So, I usually leave that turned off.
04:54I'm going to set this back to 1, starting on Page 1, and just a one page document.
04:58If I need to add pages, I can add them later.
05:00And I wanted to point out that if you've spent more than 30 seconds on this
05:04dialog box, getting the measurements just right, setting it up just the way you
05:08want, and so on, well, you're probably going to want to do another document in
05:12the future, which is similar to this or the same is this, so it's a good idea to
05:16take just a moment and save this as a Preset.
05:19Just click the Save Preset button, and give it a name.
05:22I'll call this David's 7 x 9 doc.
05:23You can call it anything you want.
05:26I'll click OK, and you can see that it shows up here in the Document Preset
05:30popup menu right at the top.
05:32In fact, let's go ahead and cancel this and say we're starting over from
05:34scratch, a couple of days from now, we're going to go to File menu, choose New,
05:38choose Document, up comes the New Document dialog box, and you can see that
05:42there's my Preset from the Document Preset popup menu.
05:45I can select that, and it fills out all of the rest of this.
05:48So, I don't have to worry about it.
05:49I don't need to go in there, and make sure it's correct.
05:51I know it's correct, because it was when I made my Preset.
05:54So that's very, very handy.
05:55Now, I'll click OK, and you can see that the document is just dandy.
05:59It's just what the doctor ordered, but you know, sometimes you'll do that.
06:03You'll set up a new document, you'll create it, and then you'll look at it and
06:06you'll say that's not what I wanted.
06:07I wanted this to be Portrait, not Landscape. Well, don't panic.
06:11It's not the end of the world.
06:12All the changes that you've made inside that New Document dialog box can be
06:16updated, they can be changed in an already existing document.
06:19For example, if I did want to change this to Portrait instead, I would go to the
06:23File menu, and choose Document Setup.
06:26Document Setup lets me change a lot of those features that were in the New
06:30Document dialog box.
06:31Note that it will not let me change the Document Intent.
06:34It's still set to Print.
06:35It will not let me automatically add a new Master text frame. I don't care.
06:39I'm not going to use one anyway.
06:40But it will let me change things like the Page Size, and the Orientation.
06:44Let's go ahead and change that to Portrait instead.
06:47It'll also let me change my Bleed and Slug settings, which again I'll cover in a later chapter.
06:51You'll notice that it does not show me the Column and Margin guides.
06:55That's interesting.
06:56You can still change those, you just don't do it in this dialog box.
06:59You do it in a different dialog box and I'll cover that in a movie later in
07:03this chapter as well.
07:04But in general, you get the idea here that you can change all these values right in here.
07:09Let's go ahead and click OK, and you can see that I've changed this already
07:12existing document to Portrait instead.
07:15You know making a new document with the proper settings is the first step in
07:19creating a strong foundation for your publication.
07:21In the next few movies, I'll cover many other settings that you should pay
07:24attention to when building your documents.
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Saving and reverting documents
00:00After you start working on a document, you'll notice that up here in the
00:04Document Title tab right next to the name of the title, you'll see a
00:07little asterisk, and that asterisk means that something has changed about this document.
00:12You've changed some text, you've moved something, anytime you do anything to
00:15a document, InDesign reminds you that it is not yet saved by giving you that little asterisk.
00:20So you can now save this to disk.
00:23Under the File menu, you have three different options for saving things to disk:
00:27Save, Save As, or Save a Copy.
00:29Now, Save is pretty much the same in every program.
00:33It simply saves over the current version that's on the Desktop, or on your
00:37computer hard-drive.
00:38Save As gives you an extra option, so I want to point this out here.
00:42I'm going to go ahead and save this to my Desktop.
00:44I'm going to call it My Document, because Save As always lets you change the
00:49name of a document to whatever you want it to be, but this also gives me the
00:53option to choose a format.
00:54InDesign CS5 document, or the InDesign CS5 template.
00:59So what is a template?
01:00A template is a way that you can create a document that you or somebody else
01:04could open later, and when it's opened later, it will always open as untitled.
01:09It won't open that template.
01:11It'll open up a duplicate of it, which is untitled, nice and fresh, and easy
01:15to start working on.
01:16Then when that gets saved, it will save as a new document, not over the template.
01:21It doesn't erase the template when you open it.
01:23So, that can be very handy, when you're trying to create something that you're
01:27going to use as a basis for work later.
01:29But in this case, we're simply going to create an InDesign document, and I'll go
01:34ahead and click Save.
01:35So it saves it to my hard-drive as the name My Document, and then I can start
01:40working on it some more.
01:41So I'll move this over here, and this over here -- you get the idea.
01:43You can play around with your document, do whatever you're going to do with it,
01:46and then later choose once again Save, which erases the original and overwrites
01:51it with that same name.
01:52Save As, which we just looked at, gives you the option of changing the name, or
01:56this is one of my favorites Save a Copy.
01:59Save a Copy is kind of interesting, because it looks just like Save As, but it
02:03does something slightly different.
02:04I'm going to go ahead and save this as My Document copy.
02:08It still gives me the option of saving it as a document or a template,
02:11lets me choose where I want to save it, but when I save it,
02:15something very subtly different happens, look at the Title bar up here.
02:20It still says My Document, and there's still an asterisk there.
02:23That means I'm still working on the changed original document.
02:28So what did Save a Copy do?
02:29Well, Save a Copy saved the current state of the document.
02:32In other words, with all of these changes, but it saved it off without
02:36overwriting my original.
02:38And in fact, it doesn't even open it.
02:39It just saves it off to the side.
02:41This is very helpful, when you're saving what I call a Base Camp.
02:45Basically, I might want to come back to the document in this state, or I might
02:49just throw it away, either way.
02:50So very handy for that kind of thing, I just wanted to point out that those are
02:54the three options that you have in InDesign:
02:55Save, Save As, or Save a Copy.
02:58Now, there's one other thing that I want to point out about saving documents.
03:01This is an on-going debate, whether you should save to, or open files from a server.
03:07Now I personally believe that people should only save to their local hard-drive,
03:12and they should only open documents from their local hard-drive.
03:15So if you're working on a server, I believe that you should move those
03:18documents from the server to your local hard- drive, and then open them, and then save them.
03:22Later, when you want to put them back on the server, you can copy them or move
03:25them back to the server.
03:26In my opinion, it's just far more reliable.
03:28Now, however I'm sure there's a lot of people who disagree with me.
03:31To be fair, many people work on files, save directly on a server, they have no
03:36problems, but it just makes me nervous.
03:38And ultimately the choice is yours.
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Using multiple Undo and Revert
00:00One of my favorite things about InDesign is the ability to experiment and never
00:04feel like anything I've done is set in stone.
00:07You can always go back to where you were.
00:09Let me show you an example.
00:11Let's say I'm working on this document, this hansel & petal order form, and I'm
00:14going to say, well, what if I move this here?
00:16And what if I move this over here?
00:18And what if I took all of this stuff, and moved it down here?
00:20And so on and pretty soon, you get the idea, I'm really messing up my document.
00:25I say well, you know that doesn't look so good.
00:27I'd like to go back to the way it was.
00:29Well, you can always go back a step by choosing Edit > Undo, most programs have
00:34that, so you can just undo one step, but InDesign goes farther.
00:38InDesign lets you undo again, and again, and again.
00:43Of course the keyboard shortcut is Command+Z, or Ctrl+Z on Windows.
00:46Or to redo an item, so in other words, to go forward one step, it's
00:50Command+Shift+Z, or Ctrl+Shift+ Z on Windows to move forward.
00:55So you can move backward or forward, how many times?
00:58As many times as it takes.
01:00InDesign remembers everything you've done, since you opened this document and
01:03started working on it.
01:04Really, infinite number of undos, as far as I can tell.
01:07I've done a lot of undos and it's never run out.
01:10So this is incredibly helpful, you can really keep undoing, Command+Z, Command+Z
01:14and so on, as far back as you need to go.
01:17And then when it's looking a little bit closer to what you wanted, go ahead and
01:20start working on it again.
01:21So, I can undo and redo as many times as I want; very, very handy.
01:26Now, if you really mess stuff up, and you don't want to undo so many times, you
01:30can choose Revert from the File menu.
01:33Revert means go back to the original file on disk.
01:37In other words, close it and go ahead, and open up the file from disk again.
01:41So that is like the ultimate undo, all the way back to where it's saved on disk.
01:46So that's pretty cool, and then from here, I can start editing and messing my file up again.
01:50Now, while I'm working on this, I just want to point out that there's something
01:54really, really amazing about this Undo feature in InDesign, besides the fact
01:59that there's unlimited undos, which is pretty cool.
02:00Let's go ahead and delete that and move this. You get the idea.
02:04I'm just pretty much messing up my document in all kinds of ways.
02:07Let's say I'm working on this document.
02:08What I'm intending to do is start with the document as it was saved, and then
02:12work on it, and turn it into a different document, basically base one
02:16document on another.
02:17It's a very common workflow for InDesign users;
02:19start with a document, edit it, save it off, use Save As to save it as a
02:23different name, and you've got two different versions of the same
02:25document basically.
02:27So, I'm working with that assumption.
02:28I'm going to be doing something like that, and let's say I'll use a keyboard
02:32shortcut, Command+A, or Ctrl+A on Windows.
02:34That's the keyboard shortcut for Select All.
02:37Now there's something funny though about Command+A, or Ctrl+A. The A on the
02:41keyboard is right next to another letter which does something very, very
02:46different, Command+S, or Ctrl+S, which is what I happened to accidentally type just now.
02:52And what is Command+S, or Ctrl +S? Well, it is save, right?
02:56So I just messed up my original document.
03:00Isn't that horrible?
03:01Shouldn't I be panicking right now?
03:03Well, I'm not panicking.
03:04And you know why I'm not panicking, even though I saved over my original
03:07document and I didn't mean to?
03:08Well, the reason I'm not panicking is because InDesign's Undo can even undo past a save.
03:15This is an extraordinary feature and it's gotten me out of all kinds of
03:18trouble in the past.
03:19So I just wanted to let you know about it.
03:21What I'm going to do is before I start undoing, I'm going to use Save a Copy to
03:26save the current state of this document out to my desktop as a new version.
03:30So I'll just call this NEW VERSION.
03:33You've got the idea.
03:34Click Save, and it saves the current state off.
03:37So I'm going to get back to it later, just the way it is.
03:39But now I'm going to start undoing.
03:42So, I say undo, undo.
03:43I'm just pressing Command+ Z, or Ctrl+Z on Windows.
03:46Undo, undo, undo, undo, and you just want to keep undoing as many times as
03:50it takes, until things stop happening on the page, or until the Edit menu
03:54shows Undo as grayed out.
03:56As soon as that's grayed out, that means I'm back to the way this file was when
04:00I first opened the original document, and now from here, I can save.
04:05So, I've saved my original document back to the way the original document was.
04:09But I can still go to the Open dialog box, choose my NEW VERSION and click Open,
04:15and now I have the NEW VERSION that I was working on and the old version.
04:19So, that's wonderful.
04:21That just makes me so happy.
04:22This is very powerful.
04:23Unlimited undos, it can get you out of all kinds of problems.
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Setting margin and column guides
00:00In an earlier movie, we saw that the New Document dialog box lets you set your
00:04document's margin and column guides.
00:06But what do you do if you need to change your mind later, once it's already created?
00:10Or what if you want different margins in different parts of your document? No problem.
00:15That's where the Margins and Columns feature underneath the Layout menu comes in.
00:19But before you choose this feature, it's important to tell InDesign which
00:23pages you want to affect.
00:24So I'll not choose that and first I'll come over to the Pages panel and choose
00:29which pages I want to affect.
00:31Here I have pages 16 and 17 selected inside the Pages panel, that's the spread
00:35I'm currently looking at.
00:37And so if I make a change to Margins and Columns, it will affect only this spread.
00:41I can select other pages as well by just clicking on them.
00:44For example, I'll click on page 14 and then Shift+Click down on page 19 and that
00:49selects all of those pages.
00:51So if I go up to the Layout menu and choose Margins and Columns, it will affect
00:55all three of these spreads.
00:57However, I also noticed that these spreads all have the little letter A, and
01:00that A means that these are based on a master page called master page A, up here
01:06at the top of the Pages panel.
01:08I'm going to be covering master pages in a later chapter, but I do want to just
01:12jump forward for a moment here and tell you that master pages are a great way to
01:16set up almost templates for pages to be based on.
01:19So anything that changes about a master page will also affect all the pages
01:23that they're based on.
01:24So in this case, I can click on A-main page, which highlights the master page up
01:28at the top of the Pages panel.
01:30And if I now go to Layout menu and choose Margins and Columns, it will affect
01:34every page in this document that's based on master page A, in other words all of these spreads.
01:39So we can see here that the Top Margin is 1.5 inches down from the top of the
01:43page, and the Bottom is almost an inch from the bottom and so on.
01:47And each of these numbers are different.
01:49You'll also see this little icon here.
01:50It's actually a button and if I click that, it will link all of these fields together.
01:55In other words, all the numbers, in all of these fields will become the same number.
01:59But in general, with Margins, you almost always have a different margin on
02:02different sides of the page.
02:03So I'm going to leave that unclicked.
02:05You can also change the number of columns here at the bottom part of the dialog box here.
02:10So let's go ahead and just make some changes.
02:12I'll change the Top Margin to let's say 2 inches and I'll change the Bottom
02:15Margin to 2 inches in as well, just for the sake of a demo.
02:18And I can't see it on the page yet because my Preview checkbox is not turned on.
02:23So I'll turn on the Preview checkbox and now we can see that the page margins
02:28have changed at the Top and the Bottom.
02:30The magenta lines are the bottom and top margin in my document.
02:34I have changed it on the master page and all the document pages, including this
02:37spread, have updated.
02:39But we'll notice it changed the margin guides but it did not change the
02:43objects on the page.
02:44I can do the same thing by changing the Columns.
02:46You see now I've got four columns on the page instead of five, but it does not
02:51change anything on the page.
02:52That is because the Enable Layout Adjustment checkbox was turned off.
02:56By default, this checkbox is turned off so you don't get yourself into trouble.
03:00Because if you do turn it on, it's going to start moving stuff all over your
03:04page and it could really mess up your layout.
03:06So you have to use Layout Adjustment very carefully.
03:09Now, in fact I'm going to cancel out of this and I'm going to not make this
03:12change to the whole master page.
03:14I'm only going to affect this one page just by clicking on the numbers in
03:17the Pages panel here.
03:19I don't like applying Layout Adjustment to a master page generally because it'll
03:22affect so many objects in my document, I don't know what's going to go wrong.
03:26So let's go ahead and do it just to this one spread.
03:29I'll go to Layout, Margins and Columns, I'll turn on Layout Adjustment this
03:33time, and you'll see because the Preview checkbox is turned on that the
03:36Layout will change.
03:38I'll go ahead and change this to 2 inches, I'll hit tab, and now the margins
03:42changed and the objects changed, some of these text frames changed.
03:46Now some did and some did not.
03:48What's the difference?
03:50This text frame over here changed because it was touching the margin.
03:55In other words, Layout Adjustment only affects frames, or objects on the page,
03:59that are touching the margins or touching the column guides.
04:03I'll go ahead and change the number of columns here to 4 and you can see that
04:07some objects changed and some did not.
04:09This frame here changed.
04:11It got wider, because it was touching a Column guide.
04:13So when I changed the number of columns, it got stretched out.
04:17On other hand, this object down here had no change at all because it went all
04:21the way out to the edge of the page.
04:22It was not affected by the change in the column guides at all.
04:26These text frames were touching the columns guides, so they were affected.
04:30You get the idea here.
04:31The system is if it's touching a guide, it will be affected by a layout adjustment.
04:35If it's not touching a guide, then it won't.
04:37Let's go ahead and make another change here, maybe move this up a little bit,
04:41maybe that was a little bit too far down.
04:42I'll type 1.75 inches, hit Tab to take it effect, and you can see that
04:46it's moved back up.
04:47I'll click OK and we can see that this document is looking pretty good, but
04:51there are clearly some things that I'm going to need to clean up. It's not perfect.
04:56In my experience, Layout Adjustment does a pretty good job, but it's far from perfect.
05:00You almost always need to go back and change things a little here, a little
05:03there, to make it work with the new Margins, the new Columns.
05:07So proof your documents carefully after each change you make.
05:11Fortunately, most of the time, at least for simple documents, it does just fine.
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Using ruler guides
00:00Designers love adding guides to their pages to define zones and manage the space.
00:05Production folks love adding guides because it maintains consistency and
00:09helps layout pages fast.
00:11Whatever reason you want to add guides, InDesign lets you do it in a number of different ways.
00:15I've opened my Explore_California_Catalog file here from the Exercise Files Folder.
00:20I'm going to jump to the next spread by pressing Option+PageDown or
00:23Alt+PageDown in Windows.
00:25I'm going to add some guides to this page.
00:28I haven't finished laying stuff out here, and I'd like to lay it out
00:31consistently, using guides.
00:33To add a guide to my page, I simply drag it out of a ruler.
00:36I'll move up to one of the rulers and click and drag out a guide.
00:40Notice that when I let go of the guide, it becomes a page guide.
00:44That is it extends only to the edge of this one page, not past it.
00:48If I click and drag a guide out and let go of it on the pasteboard, it becomes a
00:53pasteboard guide or a spread guide.
00:55That is, it goes past the edge of the page all the way onto the pasteboard.
00:59So this is very handy when you're trying to align things across multiple pages on a spread.
01:04Now, whenever I start talking about guides, I always like throwing in lots of
01:08little guide tips and tricks, because there's all kinds of hidden stuff that you
01:12should know about when you're working with guides.
01:13For example, I'm going to drag out a new guide here and it's going to on the
01:18page, but I want it to be spread guide.
01:21So, how do I turn a page guide into a spread guide?
01:23I hold down the Command key or Control key on Windows.
01:27I'm on the page, but I'm getting pasteboard guide because I'm holding down the
01:31Command or Control key, alright.
01:33So, that's very handy.
01:33I'll move this down here so you can see this better.
01:35I want to point out that there's a little measurement next to my cursor.
01:39It's giving me this weird measurement, 6 .4236 inches, which is kind of insane.
01:44I mean, do you really need it to be that precise?
01:47In general, I just want my guides to be at a rounded off number.
01:51Let's say 6 1/2 inches or 6 and an eighth inches, something like that.
01:56So, to snap your guides to the ruler tick marks, which are at, in this case 16th
02:01inch intervals, you can hold down the Shift key.
02:05Shift means snap it to a little tick mark in the ruler.
02:08So, now I'm holding down Command and Shift, so I'm getting a pasteboard guide
02:13that is snapping to those measurements.
02:15So, there's 7 inch, we'll bring it down a little bit more, and I've got 7 and an
02:18eighth inch, and so on.
02:20Now when I let go off the mouse button, it snaps right to that position.
02:23So, I get a pasteboard guide at just the position I wanted.
02:26Here's another fun trick, you can add a guide by double-clicking in the ruler.
02:30So, for example, if want one around 8 inches, I could double-click in the ruler at 8 inches.
02:35But even better if I want it to be exactly 8 inches, I should Shift+Double-click
02:39on the 8-inch marker.
02:40That way it snaps to that 8 inch tick mark in the ruler, and I know it's
02:44at exactly 8 inches.
02:46Now just because I added a ruler guide like this, it didn't select it automatically.
02:49This is an important that you need to keep in mind about guides.
02:53Guides are selectable just like regular objects.
02:56This guide that I just added is not selected.
02:59It's this bright cyan color.
03:00This guide up here that I dragged out earlier is selected and you can tell
03:05because it's a darker blue color.
03:06I can also tell that because up in the Control panel I can see that whatever is
03:10selected is at 7 and an eighth inches.
03:12So, that's the one that's selected.
03:14To select this guide down here, the one I just made, I'll click on it and now it
03:18becomes selected and the other one is deselected.
03:21So, up here in the Control panel it says it's 8 inches down. There we go.
03:24So now that's selected.
03:26The fact that guides are objects in InDesign turns out to be incredibly useful.
03:30For example, if I want to select all three of these guides, I can simply
03:34Shift+Click on each of them.
03:35Shift+Clicking means select more than one thing at a time.
03:38Now, I can drag all of these at the same time.
03:41I can even move them up or down by pressing the Arrow keys on the keyboard to
03:45move them in small, tiny, little one-point increments.
03:48So, I can fine-tune exactly where I want my guide to be.
03:51Or come up here to the Control panel and say I want the guide to be at 8 inches.
03:56So, we can see that the center of the selected guides is at exactly 8 inches.
04:01Now, the reason I'm putting guides on my page here is so that I can
04:04align objects to them.
04:05So for example, I'm going to grab this guide and drag it down to be aligned with
04:09the baseline of this text down here.
04:12I'm just working quickly here, but you get the idea.
04:14It's going to be more or less at the baseline of that text.
04:16I want this other text frame to be down at the same place as well.
04:20So, I'm going to drag this lower center handle, I've clicked on that text frame,
04:25and dragged this lower center handle down, until it snaps right to that guide.
04:30So, guides are snappable.
04:31I can do the same thing by dragging this object, which is out on the pasteboard.
04:35I'll just click on it and drag it with my Selection tool out onto my page, until
04:40the bottom of it snaps to that guide there.
04:44Now what if I wanted it close to the guide, but not exactly on the guide?
04:48Well, I can zoom in. Let's go to 400%.
04:49Well that's a little too close. How about 200%?
04:52Command+2 or Ctrl+2 on Windows, I can zoom in here, and if I want to get close
04:57to a guide, but not exactly on it, I've got two options.
05:00I could turn off guide snapping, which I could go to the View menu, go down to
05:05Grids and Guides, and then turn off Snap to Guides, and of course there's a
05:08keyboard shortcut to do that.
05:10But I rarely do that.
05:12The reason I rarely do that is because I know a shortcut.
05:14There is always a shortcut, isn't there?
05:16The shortcut is holding down the Control key, both on Mac and Windows it's the Control key.
05:21That tells InDesign to turn off snapping temporarily.
05:25So, I'm getting very close to it, but I'm not snapping to it, because the
05:29Control key is held down. There we go.
05:30Now I'll let go.
05:32Now, you can see that it's close, but not snapped to it.
05:35Okay, let's zoom back out to fit spread in window with the Command+Option+0
05:38or Ctrl+Alt+0, and I'm going to align this object with the top of this image over here.
05:44Then I'll resize that image, so that it snaps up here, and I'm going to, uh-oh.
05:48I've got a problem here.
05:49This guide is supposed to be a spread guide, but it's only a page guide.
05:53So, I can change it from one into the other by dragging it and then holding
05:57down the Command key.
05:59In this case I'll do Command and Shift, so it snaps to that tick mark.
06:03Now, I've got a pasteboard guide.
06:04I'll drag this object down here, so it's snapped to the same guide. There we go.
06:09Now once I've created a bunch of guides on my page, I may want to use those same
06:13guides elsewhere in my document.
06:15I can do that in a number of ways including, copy and paste.
06:19Remember, guides are just like objects.
06:21So, I can drag over a bunch of these.
06:23And then I can copy them.
06:25I'll go to the Edit menu and choose Copy.
06:27Go to a different spread by double- clicking on, in this case pages 14 and 15.
06:31And then I'm going to paste them.
06:33InDesign remembers the exact location of every one of those guides and places it
06:38in the same place on this new spread.
06:40Okay, just a couple more things that you might want to do with guides.
06:43Some people don't like the fact that all of these guides are the same color. That's okay.
06:47You can change the color to something else, if you want.
06:49The way you do that is by clicking on just the guide you want to change.
06:53So, I just clicked on that with a Selection tool.
06:55Then I'm going to right-click with a two-button mouse or Control+Click with a
06:58one-button mouse and choose Ruler Guides.
07:01Ruler Guides is a way to change the color of a selected guide.
07:05I'll change this to something different, let's say Gold perhaps. Click OK.
07:09You'll see that nothing has changed yet, because it's still selected.
07:13So, I'm getting this dark blue color.
07:14But as soon as I click off of it to deselect that, now you'll see that it's
07:18orange or this gold color.
07:20The last thing I need to point out is how to get rid of some of your guides.
07:23Sometimes, you don't want to have all these guides on here.
07:25So, how do you get rid of them?
07:27Well, once again guides are just like Objects.
07:30So, to get rid of a guide, you simply click on it and hit Delete.
07:33It's as easy as that.
07:34You can delete it, just by pressing Delete.
07:36If I want to get rid of all my guides, I simply select one of them, and then
07:40I'll Right-Click or Ctrl+ Click with a one-button mouse.
07:43Then I can choose from the context menu Delete all Guides on Spread.
07:47That's a fast way to get rid of all of them.
07:49Now, it will not remove the ones that were coming from a master page, like these
07:53guides up here were positioned there on the master page.
07:56So, InDesign won't touch those, but it does get rid of all the guides that I
08:00added to this document page.
08:02Guides are intuitive, they're easy to use and they really help you lay out a page quickly.
08:06So, really there's no reason not to use them.
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Bleeding colors or images off the side of the page
00:00Let's say you're making this brochure and you want this background color to
00:03extend all the way to the edge of the page.
00:06Well, in order for this to work, you have to actually extend it past the edge of
00:09the page onto the pasteboard.
00:11Here's why/ Let's say it reaches just to the edge of the page, when it ends up
00:16on a printing press the paper might move just a tiny amount but you'd end up
00:20with a little white sliver down one side.
00:23So to compensate, printers want you to extend the object off the page onto the
00:28pasteboard and this is called a bleed.
00:30They print the whole thing on a larger sheet of paper and they trim it down to
00:34where the edge should be.
00:36But how far onto the pasteboard should these objects go? A little bit?
00:39A lot?
00:40Well, it would be helpful to have some guides to guide us in this process.
00:45And we can get those guides by going to the File menu and choosing Document Setup.
00:50At the bottom of the Document Setup dialog box, you'll see Bleed and Slug options.
00:54Well, if you don't see them make sure you click on More Options so that you do
00:58see them, but once you see them you can add a bleed guide.
01:01I'm going to add a bleed guide of about 9 points, p9.
01:05You could just type in 3 millimeters if you want or 0.125 inches, about an
01:10eighth of an inch or 9 points is pretty good for a bleed guide.
01:14And I'm going to make sure that I've got bleed guides on all four sides of my
01:17page by clicking on the Link button over here.
01:20I'll unlink it and then link it again, there we go.
01:22Now I have got 9 points on all four sides of the document. Great!
01:26Click OK, and you'll see that I now have this red line on the outside of the
01:31document page, out on the pasteboard, and that's my bleed guide.
01:34That's going to give me an indication of where things should bleed to.
01:38You don't have to do a bleed guide if you don't want to, but it certainly
01:41makes it a lot easier.
01:42Now all I need to do is resize my objects until they snap to that red line.
01:47I'll grab that image back here and I'll resize that as well, just snap that up
01:51in the corners and I'll snap this down to the bottom here.
01:55This is going to take just a moment here.
01:57I'll click on this image over here, snap that to the corner and it looks like
02:00I've got an orange frame here, better snap that and this.
02:04It just takes a few moments here to resize all your objects until you have them
02:09bleeding off the page onto the pasteboard all the way to your bleed guides.
02:14And that looks pretty good.
02:15We can check to make sure that it's looking just right by going into Preview Mode.
02:19I'll press W to go into Preview Mode and I can see that everything's still bleeding.
02:24The document looks just the way I want it to be. It looks terrific.
02:27But there's one thing you absolutely have to keep in mind when you're
02:30bleeding off to the edge.
02:32And that is, you need to set up either your Print dialog box or your Export PDF
02:36dialog box to include your bleed.
02:39I can't tell you how many InDesign users have been frustrated, they add bleed
02:42guides, they make everything bleed off the page, and then they're frustrated
02:45because it won't bleed in their output.
02:47Well, you must take one additional step and I'll show you how to do that
02:50by exporting to a PDF.
02:52I'll go into much more detail on how to export PDFs in a later chapter, but I'll
02:56just do the quick version here, I'll choose Export from the File menu and I'm
03:00going to save this to my Desktop as a PDF file.
03:03I'll choose PDF from the Format pop-up menu here.
03:06I'm going to leave this set up.
03:08I'll just use this High-Quality Print Preset and here in the Marks and Bleeds
03:13pane, that's what I want to pay attention to right now, I want to make sure I've
03:16got my Printer Marks on and I want the Use Document Bleed Settings.
03:20If this is off and these are set to 0, I'm not going to get my bleed.
03:25That's the important thing that I'm trying to get across to you.
03:27Make sure that you either type in the values manually here, I mean I could just
03:31type in 9 points or 3 millimeters or whatever, or much easier, just turn on Use
03:36Document Bleed Settings and it takes those values that I put into the Document
03:40Setup dialog box and puts them in here for me automatically.
03:44And if I were printing this document instead of exporting it as a PDF, I would
03:48do the same thing but do it in the Marks and Bleed pane of the Print dialog box
03:52rather than the Export Adobe PDF dialog box. And that's great.
03:55That's pretty much all I need to do.
03:57Now I click Export and it saves it out to a PDF and will open it in Acrobat.
04:02And here we go, here is the final PDF in Acrobat, you can see I've got trim
04:06marks where the where the edge of the page is and bleed marks where the edge of the bleed is.
04:10And I've got registration marks and it's good to go.
04:13Now when you're bleeding objects off your page you really need to talk to your
04:16printer first to make sure they're set up to print bleeds, and also to find out
04:20how large the bleed should be.
04:21I'm using this 9 points but they might want a larger bleed.
04:25Otherwise, if you don't talk to them you may not get the results you expect.
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Saving objects in libraries
00:01InDesign users often need to use the same object, the same text or the same
00:05layout in a number of different places, either within the same document or in
00:08different documents.
00:09Fortunately, you don't have to re- create that stuff each time, because InDesign
00:14offers several great ways to reuse your content.
00:17Let's look at a couple of them.
00:18I'm going to use the same group of objects down here in another document.
00:21So I'm going to first select it by dragging with the Selection tool over that whole group.
00:26It selects all of them and now I can copy it to the Clipboard. Choose Copy.
00:31Now I'm going to put that in a new document, so first I'll go grab my new document.
00:36This document back here is a non-facing pages document.
00:39It's a single-sided document.
00:41So I'm going to be putting it into another single-sided document.
00:45Click OK, and now I'm going to paste it in, but instead of using Paste, I'm
00:49going to use a feature called Paste in Place.
00:52This tells InDesign to not just paste those objects into this document, but
00:56actually paste them in exactly the same location as they were in the previous document.
01:01There you go, you see how they ended up in the same location down there. Pretty cool.
01:05But what if I need the same group of objects tomorrow and next week and next month?
01:10I don't want to have to Copy and Paste in Place every time.
01:12Instead I'd rather put it into a little repository that I can always grab it
01:17from the same place.
01:18So to do that I'm going to create a library, I create a library by going to the
01:22File menu, choosing New and then choosing Library.
01:26InDesign will ask me to name the library and where I want to put it.
01:29I'll just call it My Library but you can call it anything you want, and
01:32I'll click Save, and what happens is InDesign creates this library off here as a panel.
01:38It's a floating panel.
01:39InDesign already ships with another library called Sample Buttons, and we'll
01:44talk about that in a later chapter, but in this case we're just using the
01:47library called My Library.
01:49Now to put these objects into My Library you simply select them and then drag and drop.
01:55It's easy as that.
01:56When I dropped it into the library it showed up as an untitled object in that library.
02:01The next time I want to use that object, for example, I'll create a new document here.
02:06I want to use the same little object.
02:08To get it out of the library, you guessed it!
02:10I simply drag and drop.
02:12Now in this case, because it's coming out of the library, it's going to end up
02:16exactly where my cursor was.
02:18I'm dragging it out and dropping it on the page wherever the cursor was.
02:21So it's not ending up in the same location on the page.
02:24Let's go ahead and delete that.
02:25I'll just press the Delete key to delete that.
02:27If I do want it in exactly the same location, here's the trick.
02:31Select it in the library and then go to the Library menu and choose Place Item(s).
02:37Place Item(s) puts it on the page and remembers the page geometry, the
02:42position on the page.
02:43Now we can add a lot of different objects to our library, let's go back to the
02:46original document here and say, gosh, I want to have this text frame over here,
02:51and I want to grab these two buttons down here and drag those in.
02:54You see what I'm doing here.
02:55I'm just selecting objects or groups of objects and adding them to My Library.
02:58And then later when I need them, I can simply drag them out again.
03:02This library looks like a panel but it's actually a file on disk, just like an
03:06InDesign document, and whenever you close your library or quit out of InDesign
03:10it resaves that document on disk.
03:12And then you could give this library file, the one that's sitting on the Desktop
03:16right now, to somebody else.
03:17They could open it and they would have access to all of these objects to put
03:21in their documents.
03:22Now there are lots of other cool things that you can do with libraries;
03:24I'm not going to go into all the details but I will point out that I can
03:27double-click on a library item and it opens up its Item Information.
03:32So I could say for example, this is going to be my Payment Method object and
03:37it's called Geometry, Object Type here is Geometry.
03:40That just means that there's a bunch of objects.
03:42Click OK and I'll say, I'll double-click on this one and this is going to be my Submit buttons.
03:48I'll give it a description.
03:48I'll say buttons I use in that form I made.
03:53Click OK and you can see that it names it inside the library.
03:56It's worth taking a little bit of time to name your objects, give them
03:59descriptions and so on, because if you add a lot of objects in your library you
04:03may not know what these little tiny thumbnails are.
04:06You may not remember what those are.
04:08It's also good because you can search through a library and you do that by
04:12clicking on the Filter button, this little thing that's supposed to look like a
04:15pair of binoculars, and you can say find anything in which the description
04:19includes, let's say the word form.
04:21And when I do that it found the Submit buttons, because again this had a
04:26description including the word form.
04:28So that's very handy as well, and then I can grab that, drag it out onto my
04:32page, and I'm good to go.
04:34So as you can see, using libraries is a great way to save yourself a huge
04:38amount of time by reusing those frequently used items, but libraries are not always convenient.
04:43So in the next movie I'll show you an alternative that you really need to know
04:47about called Snippets.
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Exporting and importing page snippets
00:00Much of publishing is based on reusing page elements.
00:04So the more that you create systems that help you in that task, the more
00:07productive you'll be.
00:08One of the best techniques for reusing frames or images or text is to turn them
00:13into something called a Snippet.
00:15These are little files on disk that describe the page objects.
00:18Here let me show you.
00:19I'm going to select this whole little group of objects, this Payment Method tab
00:23thing, and I'm going to go to the File menu and choose Export.
00:26I'm going to save this out as a Snippet.
00:29In order to save this as a Snippet, I need to choose InDesign Snippet from
00:32the Format popup menu.
00:33Then I just give it a name.
00:35I'll call this payment form and then click Save.
00:39Before I do, notice that it says idms.
00:41That's the filing name extension for an InDesign Snippet. There we go.
00:45Save it out as a Snippet and it is now sitting on my Desktop as a file.
00:50It's a file that I can put into another document if I want to.
00:53I'll go to File, New Document.
00:55I'm going to turn off Facing Pages because it's coming from a non-Facing Pages document.
00:59And I will place this in here.
01:01I'll go to my Desktop, choose my Snippet on the Desktop.
01:05There is the payment form.idms file.
01:08Click Open and now it loads up my placement cursor and it gives me a little
01:11thumbnail of that object, or that group of objects, in this case.
01:15Now, I can simply click and it adds it exactly where I clicked ,or let me undo
01:20that with Command+Z or Ctrl+Z on Windows.
01:22Or I can Option+Click, or Alt+ Click on Windows, and it does something
01:26slightly different.
01:27You can see the cursor changed just a little bit.
01:29That means when I click, it's going to remember the page geometry.
01:33It's going to remember where on the page it was when I first made it into a snippet.
01:37And it was down here in the lower right corner.
01:40So that's a very helpful trick when working with snippets.
01:43Now anything on your page or spread can be turned into a snippet.
01:46In fact, I can could come back here and select everything on my page if I want
01:49to and turn the whole thing into a single snippet.
01:52In fact, I'll do that.
01:53I'll select all of these objects on this page.
01:55That's everything that's not on a master page, and I'm going to turn it into a snippet.
01:59Once again, I'll go to the Export dialog box, which I'll get there the shortcut
02:02way, by pressing Command+E or Ctrl+E on Windows.
02:05Make sure this is set to Snippet, give it a name, my whole form, and then hit Save.
02:10And now that whole thing is in a single file, and I could give that file to
02:15another InDesign user and they could place it in their InDesign documents.
02:19It's a very handy way of moving around page elements that you want to reuse.
02:23Let's go ahead and do one more here.
02:24I'm going to grab this Submit and Reset button and I will put that out on
02:28the Desktop as well.
02:29And this case, I'm going to create a Snippet in a slightly different way.
02:33Instead of using the Export dialog box, I'm going to drag and drop it.
02:37So I'm going to start dragging these objects and I'm going to use my application
02:41switcher, on a Mac that's Command+Tab and on Windows it's Alt+Tab, and I'm going
02:45to go over to Bridge.
02:47Here I am in Bridge and I'm going to drop it into my Content pane of Bridge.
02:52And when I do that, it's automatically turned into the Snippet and given a name.
02:56It's kind of a weird name.
02:57But it's given this name.
02:59Let me go ahead and change that name to something more obvious, like my submit buttons.
03:04There we go.
03:05Now, I like using Bridge for working with Snippets.
03:08It's a very handy way.
03:09It's sort like a super duper meta major library system.
03:13It's such a great content management system that it works great with snippets.
03:17And one of the best things it does with snippets is it gives me a preview of my snippets.
03:21A nice big preview.
03:22So as I click on things, I can see what things are going to look like. There we go.
03:26These are each of the three snippets I just created.
03:28Now later, when I want to put them into InDesign document, let's go back to
03:32InDesign here with my application switcher.
03:34I'll create a new document, and I will turn off Facing Pages.
03:37Click OK, and I want to put those objects into this new document.
03:40I simply use my application switcher to select the snippet I want.
03:44In fact, why don't I just grab the whole form here, select this snippet, start
03:48dragging and now I'm going to use the application switcher to get back to
03:51InDesign and I'll drop it.
03:53When I drop it into InDesign, it gives me the place cursor automatically.
03:57Now, I can click to just plop it right wherever I click.
04:00Let me undo that, or Option or Alt+ Click to put it in exactly the same location
04:05as it was in the original document.
04:07In a later movie, when I talk about the Mini Bridge panel inside of
04:10InDesign, you'll see that this Bridge to InDesign workflow is even cooler
04:15than what I'm showing here.
04:16But I'm just going to focus on Snippets here and the ability to move snippets
04:20from one document into another very, very quickly.
04:23So that's snippets. Try them out.
04:25You will find yourself hooked on them in no time.
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Saving for CS4 with IDML
00:00Okay, you have this InDesign CS5 file, but you need to send it to someone else
00:05who only has InDesign CS4.
00:07And unfortunately, you can look all you want in the Save As dialog box, but
00:11there's no Save As CS4 feature. What will you do?
00:16Well, the answer is not choose Save As, but choose Export.
00:20And in the Export dialog box, choose from the Format pop-up menu, InDesign Markup.
00:26That's IDML.
00:26Now, you may have heard of something in InDesign called an INX file.
00:31But in InDesign CS5, IDML completely replaces INX.
00:36So wherever you've ever heard of INX, just put IDML in your brain now. So what is IDML?
00:41Well, it's a way to represent your entire file in sort of a set of XML files.
00:46You don't need to know the technical stuff, but it's technically a bunch of XML
00:49files that represent your file that you can then hand to an InDesign CS4 user.
00:54They can open the IDML file and it rebuilds the document in InDesign CS4.
00:59It's pretty clever.
01:00Now, of course, not all the features come along for the ride.
01:03Any of your new InDesign CS5 features are stripped out when you open it in InDesign CS4.
01:09And there's another problem.
01:10This IDML file cannot be opened in InDesign CS3. Only InDesign CS4.
01:16So if you need to get something back to InDesign CS3, you'd have to save it out
01:20as IDML from CS5, open it into InDesign CS4, and then save out another IDML
01:25file, or in that case maybe an INX file, out of InDesign CS4, and open that
01:31file in InDesign CS3.
01:33Each of these will only go back one version.
01:35Now, as it turns out, this IDML file is useful for other things as well,
01:40not just back saving.
01:41For example, every now and again I find a document that just acts a little strangely.
01:45Maybe a color shows up in the Swatches panel that you can't delete or maybe the
01:49pasteboard around the page gets really huge.
01:52Just some kind of weirdness that you can't explain.
01:55And often the easiest solution to this is to export the file to IDML and then
02:00open it back up again.
02:01Yes, you can actually open your IDML back up in CS5.
02:04It's not just for down saving to CS4.
02:06Here let me show you.
02:07I'll save this out to my Desktop as an IDML file and now I'll go to the File >
02:11Open dialog box and simply grab that IDML file and open it.
02:15Now, it's going to open this document as an Untitled Document.
02:19It literally rebuilt the document from scratch, based on the instructions in that IDML file.
02:25But it seems to clear out any kind of garbage that might have snuck in along the way.
02:29Now, it's rare that you need to do this, but I'm telling you, it can really get
02:32you out of some weird jams.
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4. Managing Pages
Inserting, deleting, and moving pages
00:00You can use InDesign to design anything from a one-sided business card to a book
00:04thousands of pages long.
00:06But as soon as you go beyond that business card, you're going to need to
00:09learn how to manage your pages, adding new pages, moving them around,
00:13deleting them and so on.
00:14So, that's what we're going to cover here in this movie.
00:16Now, all of these page management features show up in two places in InDesign.
00:21The Pages submenu here underneath the Layout menu, and the Pages panel, but I
00:26always use the Pages panel, because all of the features in the Layout menu are
00:29here in the Pages panel, plus a lot more.
00:32So, let's focus here in the Pages panel.
00:33Now, this Pages panel is designed to look a lot like the Document Setup
00:38panel from QuarkXPress.
00:39So, if you're a QuarkXPress user, this is going to look pretty familiar.
00:43That said, it's not necessarily the most efficient Setup of this panel.
00:47You can customize it to be a little bit more efficient, by going to the
00:50Pages panel pop-out menu, this fly- out menu in the upper right corner and
00:53choosing Panel Options.
00:55Here's what I usually do.
00:56First, I turn off the Show Vertically checkbox.
00:59Then in some cases I'll make my pages thumbnails be a little bit larger.
01:03That way it's easier to see the thumbnails in the Pages panel.
01:06There are bunch of other options here that I encourage you to try out, because
01:09it can really make your experience of the Pages panel more efficient.
01:12I'm going to stop there and click OK.
01:14You can see that the thumbnails got a little bit bigger, so I can see them
01:17better, and they're now laid out horizontally.
01:20So if make this wider, I can get more pages in a smaller amount of vertical space.
01:25To me, it's a better use of the screen real estate, so that's what I like doing.
01:29Okay, let's see how we can add a new page into this document.
01:32First, I'm going to select a page or spread in my document that I want to add a page after.
01:37Then I can do one of two things.
01:38I could simply click this New Page button, down in the bottom part of the Pages panel.
01:43That'll add a single page.
01:44We can see it here in the Pages panel, after whatever was selected.
01:48So, that's kind of handy.
01:50Now, I don't want just one page there, I'm going to say I want two pages there
01:53to maintain the left, right order of my spread.
01:56So, I'm going to undo that with a Command+Z or Ctrl+Z on Windows, and instead
02:00of clicking on this, I'm going to hold down the Option key, or Alt key on
02:04Windows, while I click.
02:05That gives me the Insert Pages dialog box, which lets me control exactly how
02:10many pages I want to add and where they should go.
02:13For example, I'm going to say I want two pages after page 3.
02:16I'll click OK, and you can see that immediately I get a new spread, both pages
02:21blank, after my 2, 3 spread.
02:23In general, when youre working with a facing pages document, files that have a
02:27left-hand page and right-hand page, it's a good idea to add or remove an even
02:31number of pages, like we did here with adding two pages instead of just one.
02:36That way the left-hand pages don't get turned into right-hand pages and vice versa.
02:40It's not a terrible thing if that happens, but it can cause some layout
02:43problems downstream.
02:45So, it's a good thing to keep in mind.
02:46Now, here's another way to add new pages, do it by duplicating pages that are already there.
02:52I'm going to duplicate this 2, 3 spread, and put it right after itself.
02:56So, I've got two of exactly the same.
02:58To do that, you simply drag the numbers underneath the spread while holding down
03:02the Option or Alt key.
03:04That way, you're telling InDesign to duplicate.
03:07Now, whenever you're dragging things around the Pages panel, you want to pay
03:10attention to the cursor and the little lines that show up.
03:13This a very important aspect of the Pages panel.
03:16I see as I'm dragging this that I have a very thick vertical line where the
03:21cursor is and that means when I let go, the pages are going to be added there.
03:26If I drag down here, you see the vertical line shows up between these two
03:30spreads, the pages just after page 7.
03:33That means that it will be added there.
03:35So, pay attention to that dark vertical line.
03:37Now, in this case I'm going to add it after page 3, so, I'll let go of the mouse button.
03:41You can see that I now have two spreads, page 2 and 3 here, and page 4 and 5
03:45here, but I don't know if you can see it well in the thumbnails, but those
03:49are identical spreads; they're clones.
03:51Now, let's say I want to duplicate the cover page here.
03:54I'm going to hold down the Option or Alt key and start dragging.
03:57But in this case I'm going to drag out here where there's no spread and there's
04:00no dark vertical line there.
04:02All I see is a cursor with a little Plus sign inside that hand.
04:06That means something different than that vertical line.
04:09That means add it to the document at the end of the document.
04:12So, I'll let go of the mouse button there, and you'll see that it gets added as
04:15a page 13 at the very end of this document.
04:18So, once again paying attention to those cursors, and the icons that show up in
04:22the Pages panel is very important.
04:24Now, let's go ahead and delete some of these pages.
04:26I want to delete these blank pages, 6 and 7.
04:29So, I'll click on the numbers underneath the spread and that selects them.
04:33Then I can delete them by simply clicking on the Trash can icon in the lower
04:36right corner of the Pages panel.
04:37Poof, they're gone.
04:38Now, I'm going to delete some other pages.
04:41Let's say I want to delete page 3 and 7, and 8 and 9.
04:44I can do that by first selecting page 3 by clicking on it.
04:47Then I'm going to hold down the Command or Control key and select page 7.
04:52The Command or Control key lets me select multiple pages that are not next to each other.
04:57But now that I've selected page 7, if I want to add 8 and 9 on there, I can
05:01hold down the Shift key.
05:02The Shift key is good for selecting contiguous items in the Pages panel here.
05:07In other words, pages that are from this page all the way to this page.
05:11So I now have pages 3, 7, 8, 9 selected and I can delete all of them, with one click.
05:15Now, InDesign does warn me that these pages have objects on them.
05:19So, that can be handy in case you were not expecting that, I suppose.
05:23But in general, I just turn on that Don't Show Again checkbox and I don't worry about it.
05:27Because, if I delete a page, I want it deleted.
05:29I know I want it deleted, so there you go.
05:31All of those pages are now deleted.
05:32Okay, there's one other technique in the Pages panel that I need to point out,
05:35and that is moving pages.
05:37Let's say I want to move this page 3 down to the end of the document.
05:41How do I get it down there?
05:42Well, you guessed it.
05:43You just drag it and drop it, but pay attention to the cursor.
05:46I want to drop it when I see that dark vertical line.
05:49That means place it here.
05:51If I don't see that, I'm not sure exactly where it's going to go.
05:54Let's move that same page up before page 2.
05:57So, I drag it up until I see that vertical bar, let go of it.
06:00Now, it adds it before page 2.
06:02So, Moving Pages is that simple.
06:05However, if you wanted to move a lot of pages, or if you want to specify
06:08exactly where a page should go, I'm going to recommend that you instead select
06:12the pages that you want to move, I just clicked on the 4, 5 numbers below here
06:15to move this whole spread.
06:17So, select the pages that you want to move, and then either choose from the
06:21fly-out menu Move Pages, or just right- click on them and you get the context
06:26menu, and you can choose Move Pages here.
06:28So, I choose Move Pages.
06:29I can say move pages 4 and 5.
06:31You see it preloaded the numbers for me, although I could change that if I want to.
06:34I could say move pages 4-6, let's say, after page whatever.
06:40I could say move it after page 7 here or, this is really cool, I could even put
06:44it in a different document, if I had one open.
06:46Let's go ahead and click Cancel and I'll show you that.
06:48I'm going to create a new document here, another facing pages document.
06:52I'll come back here and I'm going to say I want to grab all of these pages,
06:55let's say 4-6, and move them to my new document. There we go.
06:59There's Untitled 5, the new one that I created.
07:02Click OK and it looks like nothing happened, but as soon as I go back to this
07:06new document, there are my pages.
07:08So, this is a very fast way to move pages around within a document or from one
07:12document to another.
07:14Managing your pages and spreads is crucial when creating a magazine or any long document.
07:19But now that you know these basic techniques you'll have no trouble at all.
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Changing page size
00:00You've created this document and then you suddenly realize that you've made it the wrong size.
00:05Don't panic, just go to the File menu and choose Document Setup.
00:10In here, you can change it to whatever size you want.
00:12For example, I'll change this to an A4 size for Europe.
00:16Click OK and there you go.
00:18The whole page changed.
00:20If this had multiple pages in the document, all of them would change to
00:23A4, using this method.
00:25And all the objects on all the pages get centered on each individual page.
00:29Now that's typically what you want in most publications, where every page is the same size.
00:34But it's not always true.
00:36In some cases, you want one or more pages to be a different size than the others.
00:41For example, let me look at this explore_ California_brochure here from my Exercise Files.
00:47In this file, we're creating a trifold.
00:49This is actually going to get folded up after it's printed.
00:52So this will be the front cover, this will be the back cover, and on the left,
00:56this is a panel that's going to be folded inside the other two.
01:00Well, if this is going to get folded inside the other two, it must be slightly
01:05narrower in order to fit.
01:07Otherwise, this outside edge is going to bump into the inside edge and it's not
01:11a good scene it all.
01:12So, how do we make this one page, this one panel over on the left, slightly narrower?
01:18The trick to changing an individual page size in InDesign is the Page tool, and
01:22it's a new feature in InDesign CS5.
01:25The Page tool is number three in our Tool panel here, so I'll select that or you
01:29could press Shift+P to select it with a keyboard shortcut.
01:32And now to use it, I need to click on the page that I want to affect.
01:37In this case, this is a three-page spread that's all been put together.
01:40I'll show how to make three-page spreads in a later movie, but for right
01:43now, just trust me.
01:44This is three separate pages that have been put together in a spread and I'm
01:47going to click on the leftmost page.
01:49I'm going to adjust its size.
01:51Now when I select this with the Page tool, the Control panel up here at the top
01:56gives me information about this page.
01:59It shows me the X and Y coordinates of the page on the pasteboard and also the
02:03width and height of this page in my spread.
02:07So this is pretty cool.
02:08I can actually change this height and width to a different value.
02:12I can choose any of these default values in here, for example, Letter or A4 or something.
02:17But in this case I need a very customized page size and it's going to be the
02:21normal width of a page minus just a little bit, maybe four points less.
02:26Well, there's a little secret trick in InDesign.
02:29You can do math in pretty much every panel or dialog box in the program.
02:33So in this case, I want to shave off four points from the width.
02:38All I need to do is type - 4pt, four points in here.
02:43But before I do that, I must do one thing first.
02:46And that is, pay attention to the Reference Point icon over here in the left.
02:51This lets me tell InDesign which edge of my page should stay locked, so the
02:56other ones will move around it.
02:58In this case, I want the left side to move, but I want the right side, the one
03:03that's attached to the rest of the spread, to stay put.
03:06So I'm going to click on any of these little nodes on the right side, and that
03:10says keep that still. Don't move that.
03:13Move everything around it.
03:14Alright, now that I've set that, I can go back here and type what I just said,
03:18-4pt, which means -4 points, hit Return or Enter, and hopefully, you could see
03:24
03:25that it adjusted very slightly, but it's now, just this page, is now four points
03:31smaller than the other two pages on this spread.
03:34So we are getting exactly what we want.
03:36Now, of course, this is one side of the brochure.
03:38I need to scroll down to the other side and do exactly the same thing, on this
03:42page, which is going to be the outside page, which is going to get folded in.
03:46So here, I want the left side to stay put, so I adjust that here, and then I say
03:51this is going to be -4 points to make it exactly the same size. There we go.
03:55It moved things over.
03:57Let's look at one other example of how to do this.
03:59I'm going to switch to the Hansel and Petal bookcover file from the Exercise
04:03folder, and I see that this is actually supposed to be a big book cover and
04:07this big white space in the middle is supposed to be the spine in between the
04:12front and the back cover.
04:13Well, that's way, way, way too big for a book spine.
04:16We need to make it much smaller.
04:17So, we'll use the same techniques.
04:19I'll click with the Page tool in the center page of this spread.
04:23I'll go up here and I'll say I want this to be centered.
04:25So as it moves, keep the center of the page in the same position.
04:29Then change the width to whatever I want it to be.
04:32Let's say this is going to be, how about 1-inch wide.
04:35Hit Enter and there we go. It's perfect!
04:37All the objects center on the page when I move it, so it's still in perfect
04:42positioning, right down the middle of the spine.
04:44Of course, I probably want to do a little bit more here, like maybe give it
04:48a background color.
04:49I'm going to extend this image from the left side over to the right side.
04:53I'll extend this one over little bit too, just so we get some color behind
04:57on our spine as well.
04:58So, those are the basics of the Page tool, let's go ahead and select it one more time.
05:02You can click on any page you want to change.
05:05You can change the width or height, based on a reference point.
05:07You can also do all kinds of other wacky things, like I'll change this one page
05:11to be a landscape, instead of portrait.
05:13And you can see that now I've got landscape and portrait pages in the same document.
05:18It's literally rotating the page itself, not just the view, but the page
05:22itself is being rotated.
05:23There are other things too, like I could move the objects with the page, when
05:27the page size changes or enable Layout Adjustment.
05:30That's a feature that I talked about in an earlier movie.
05:33But all of those are applicable here, when I change the page size as well.
05:37Okay, I better undo that before I really mess this document up, with a Command+Z
05:40or a Ctrl+Z. There we go!
05:42Now it's back to the proper three- page spread with the spine in the middle.
05:46Now the only thing I really want to warn you about when changing sizes like
05:50this, is that if you're going to be sending this to be output, you really need
05:54to talk to your printer first.
05:55In fact, talk to them even before you layout the document, if possible, so that
05:59you know just what they want, because you can export this file to a PDF with
06:03crop marks and fold marks and everything, it works great.
06:06But if your printer doesn't realize that different pages are different sizes,
06:09you might get a really unhappy surprise when it comes off press.
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Adding page numbering
00:00I have my catalog open here, and I'd really like to add some page numbers to the
00:04lower left and to lower right corner of each spread.
00:07Wouldn't that be nice to get some page numbers on there?
00:09Well, how do you add page numbers?
00:11It's easy if you know where to look.
00:13Now because I want these page numbers to be on every page, I want to add them to a master page.
00:18I'm going to be covering master pages in the next few movies, but let's just
00:21jump ahead here and I'll show you how you can add something to your master page.
00:25Master pages, like all document pages, live in the Pages panel, so I'll open
00:29up my Pages panel, and all the master pages are grouped up here at the top of the Pages panel.
00:33I'll double-click on A-main page to jump to that master page and I'm going to
00:38zoom in to the lower left corner here, so I can see a little bit better. There we go.
00:42I want to add a page number right here on the master page and that will show up
00:46in the lower left corner of all my left-hand pages.
00:49So to do that I'm going to use my Type tool and I'm going to drag out an area
00:53for my page number to go in.
00:55It's an important fact that you need to make it wider than you expect.
00:58InDesign insists that you be able to have a text frame, which could fit page
01:039,999 in it, if you really needed to.
01:06So it has to be a wide frame in order to get your page number in there.
01:10Okay, now that I have that text frame drawn out, I need to add a page number to it.
01:14The automatic page number, so where do I find that?
01:17I find it under the Type menu.
01:19I'll scroll down to Insert Special Character.
01:21This is a very special character. It's not a symbol;
01:24it's called a Marker.
01:26The Markers are things that will change.
01:28They're like variables that change depending on what's going on in the document.
01:31So I'm going to choose a Marker called the Current Page Number, or if you're
01:36going to be using this a lot, you should remember the keyboard shortcut,
01:38Command+Shift+Option+N, or Ctrl++Alt+Shift+N on Windows.
01:42Anyway I'm just going to pull it out of the Insert Special Character pop-up menu
01:45here and there we go.
01:47It adds the page number.
01:49Now right here it just looks like an A. Why does it say A instead of a page number?
01:53It's because we're on master page A, so it's reflecting what the current page
01:58is, and that is A. Later on we'll see, when you're on page 4 it's going to say
02:024, because it's the current page.
02:04Let's do a little bit of formatting here, I'm going to open the Paragraph Styles
02:07panel and simply click on the folio paragraph style.
02:11Again I'll be talking about styles and so on in later chapters, but in this
02:14document we already have a paragraph style which will automatically apply all
02:18that formatting with just one click. So there we go.
02:20We've applied the page number, the folio style, to this frame.
02:25That's good, and now I'm going to go back to the Selection tool and just drag
02:29this into position so it looks a little bit better. There we go.
02:31It looks good. It is good.
02:33Let's go ahead and put another one in the lower right corner.
02:36I'm going to zoom back to fit spread in window with Cmd+Option+0 or Ctrl+Alt+0,
02:41and I'll teach you a little secret trick here, because I don't want have to draw
02:44out another text frame on this side, I just want to duplicate this one.
02:47So to duplicate an object you hold down the Option or Alt key and drag the object.
02:53That just duplicates it over here.
02:54It's exactly the same thing as in Adobe Illustrator as well,
02:57Option-drag duplicates.
02:59So now I have two different text frames on my master page.
03:02Both of them say A and let's go and find out if it's going to work on our document page.
03:07I'll open my Pages panel, I will double -click on pages 4, 5, and there we go.
03:12Better zoom in here so we can see this a little bit better.
03:14There is page 4, great.
03:17Let's use our power zoom trick to move over to the other side. Zoom in.
03:21There is page 5, great.
03:22So the automatic page numbers are working.
03:25Okay, now you know how to add page numbers to your documents, but there is a problem.
03:29These documents will always start with page 1.
03:32So how do you change page numbers or break documents up so that you have Roman
03:36numerals in one part and Arabic numerals in another part?
03:39That's where you need to know about sections.
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Changing page numbering with sections
00:01In the last movie we learned to how to add page numbers to our documents, but
00:05how do you start a document on something other than page 1?
00:08Let's say you want the first page to be page 47, how would you do that?
00:12Well, if I'm creating a brand-new document I can simply go to the File menu,
00:16choose New > Document and then start it on page whatever I want.
00:20In this case start on page 47.
00:23It's as simple as that and because this is an odd number page and this is
00:27going to be a Facing Pages document, I know that the first page is going to be a right-hand page.
00:32A lot of people ask me how do I make a new document where the first page is a left-hand page?
00:38Well, it's as simple as this.
00:40Change this to an even number.
00:41Let's started on page 2 let's say.
00:43Any even number will work.
00:44An even number page in a Facing Pages document is always going to be a left-hand
00:49page, and if I make these two pages long and click OK, you'll see that I
00:54immediately have a left and right spread.
00:56If I open the Pages panel, you can see left and right with a spine down the center.
01:01So this is great if I'm creating a new document from scratch, but what about
01:05this other document, I'll go ahead and close that.
01:06I don't need it right now.
01:07What about this other document?
01:09Here I have a cover at the top, we can scroll up here and I can see that I've
01:14got the cover-up here and then I've got this sort of front matter here, and
01:17that's page number 2 here, and then this starts on page 3 and I don't want that.
01:22I want this page to be the first page.
01:25I want that to be page 1 in my document.
01:28So how do I tell InDesign to do that?
01:31Well, I have to create a new page section.
01:34To do that I have to go to my Pages panel and select the page that I want to
01:38be my section start.
01:39Unfortunately right now pages 2 and 3 are both selected.
01:42They're both highlighted.
01:43So I'm just going to click out here in this blank area to deselect them, and
01:47then come back and select just page 3.
01:49That's a little shortcut for choosing that one page of the spread.
01:53And now I'm going to make that a new section by going to the Pages panel menu
01:58and scrolling down to Numbering & Section Options, there we go.
02:02Here is our Numbering & Section Options.
02:04It's called the New Section dialog box and as soon as this dialog box opens it
02:08automatically turns on Start Section, and that's exactly what we want.
02:12We want this to be a new section.
02:14Now we get to tell InDesign what page should this start on?
02:18Should it start on page 12?
02:19No, we want it to start on page 1, so I'm just going to type 1 in there and you
02:24can see that it updated the radio button for me automatically.
02:26This section will start on page 1, and when I click OK, it's going to warn me that, whoa!
02:32Watch out!
02:33There is already a page 1 in this document.
02:35You might get confused because you've got two page 1s.
02:37So I just say, yeah, yeah, yeah, I know, I know.
02:40I know what I'm doing, click OK, and you can see in the Pages panel that it
02:43starts with page 1, then page 2 and then it resets to page 1 again.
02:48In fact if we zoom in here to the lower right corner, I can see that indeed it says page 1.
02:53Now I want to point out that in the Pages panel something else happened.
02:57This little black triangle showed up above the page, and that black triangle
03:02means this is a section start.
03:04That's a little indicator, but it's actually more than just an indicator.
03:07It's also a secret little button there, and if you double-click on that black
03:12triangle, up comes the Numbering & Section Options dialog box again.
03:16So now we can change this to something else.
03:18Let's say this is going to be page 47.
03:19We will start this one on page 47. There we go.
03:21So now we've got page 1, 2 and then 47, and you can see that updated on the
03:26page number as well.
03:28So this is great, but I'm going to do one more thing to this document.
03:31I want pages 1 and 2 to be in Roman numerals, actually there is not even a page
03:35number on page 1, but I want page 2 in this document to be in Roman numerals. How do I do that?
03:41Well, look there's a little black triangle, the first page of a document always
03:45is a section start, sort of has to be technically.
03:48So I'm going to double-click on that little black triangle, up comes the dialog
03:52box here, and I'm going to say this one can start on page 1.
03:55That's fine, but I don't want it to use regular Arabic numerals, I want it
04:00to use Roman numerals.
04:01You can see there is a number of different options here in the Style pop-up menu.
04:05I am going to choose Roman numerals, lowercase Roman numerals, click OK, and you
04:09can see that it updates here in the Pages panel, i and ii, and in fact let's go
04:14check it out on our page.
04:15I am going to use the power zoom feature by Option+Spacebar or Alt+Spacebar,
04:19click-and-hold, and then drag over to the new area.
04:23And let go with the mouse button, and here we are over in the lower left
04:26corner of the spread and you can see that it has updated to ii, page number 2 of our document.
04:33Okay, so there's one more page numbering thing that I really need to tell you
04:36because you're bound to run into trouble if I don't tell you this, and that is
04:40sometimes you can't get to the page that you want.
04:42For example, I'll go to Layout menu and choose Go to Page, and let's say I'm
04:47going to go to page 6.
04:48I want to go to the sixth page of our document and I'll click OK and it says
04:53that doesn't really exist.
04:54There is no page 6 and you're thinking, well, come on, I know there's at least
04:58six pages in this document, what's wrong?
05:00Well, each page has its own name, right?
05:03The first page is page i and then ii, and then 47, 48 and so on, but there is no page 6.
05:10There is no number 6 in these page names. So what do you do?
05:15What you do is you use absolute page numbering and you can type an absolute page
05:20numbering that is the sixth page of the document by putting a plus before it.
05:25+6 means the sixth page of the document.
05:29I'll click OK and it takes me right to the sixth page, which is page 50.
05:35This absolute numbering is very helpful in all kinds of instances, for example,
05:39if you wanted to export a PDF of just the seventh and eighth pages you could use
05:43that plus, you could say +7 and +8 and it would get you just those pages.
05:48Now not all documents need multiple sections of course, but when you do need
05:53them the Section feature can really help you manage your longer documents.
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Creating and applying master pages
00:01As I said earlier in this chapter, you should use master pages whenever you
00:04have text or graphics that appear repeatedly throughout your document, such as
00:08a page number or a logo.
00:10We've already seen how to add a page number to a master page, now let's learn
00:14how to create even more master pages in your documents.
00:17To create a new master page, I have to open up the Pages panel, and I can see a
00:21list of all my master pages up here at the top of the panel.
00:24I'm going to drag this down a little bit, just by hovering over this middle
00:28line here, and dragging down, this will give me a little bit more room for my
00:32master pages at the top.
00:34So to create a new master page, I go to the Pages panel menu, and choose New Master.
00:39I can give it a name if I want to, I'm going to call this Order forms and I will
00:45go ahead and click OK.
00:46So it's going to be B - Order forms.
00:49Now that I have a master page, it's time to put something on it, and before I
00:53put something on it, I'm going to turn on my guides. There we go.
00:57So I can know exactly where to put stuff, and why don't I go grab this Frame
01:01tool, and I'm going to drag out a big shape here, and I'll say let's fill that with a color.
01:07I'm just going up and doing this up here in the Control panel, I'm saying
01:11fill with this yellow, and I'll change its Tint to something smaller, around
01:1550% of that yellow, great.
01:18I'm going to stroke with None.
01:20It's just going to be a yellow in the background of my master page.
01:24Okay, so I have my frame here, let's go ahead and put something else on the
01:27page, maybe a text frame, so I'll drag out a text frame with the Type tool just
01:30by dragging out a rectangle.
01:32I'm going to zoom in with Command+2, or Ctrl +2 on Windows, and I'll type hansel&petal.
01:37Make it a little bit bigger.
01:39I made it bigger with a keyboard shortcut.
01:41I use that all the time.
01:43Command+Shift+Period makes any kind of selected text bigger.
01:46I'm going to be covering text formatting, and all of that in a later chapter.
01:50I've got this setup, a text frame with some text in it, and a big yellow box,
01:54and zoom out to Command+0, fit page in window.
01:58And now that I have my master page, it's time to apply that to a document page.
02:03I want to apply this master page, master page B, to this document page down
02:08here, page number 7.
02:10Let's go ahead and look at that page, and right now it's based on master page A.
02:14I can tell that because it has an A in the corner here in the Pages panel.
02:18It looks like all the other document pages in my file.
02:21It has page numbers at the bottom and so on.
02:24I'm going to apply master page B to this page, and I'm going to do it in the
02:29simplest way possible.
02:30I'm simply going to drag it from the top of the Pages panel, down on top of the document page.
02:36Let go and that's it.
02:38It's now applied master page B, the one that I just created, to this document
02:42page and you can see that it says B here, the page number went away, and it was
02:46all replaced by the objects that I put on here, the yellow box, and the words
02:51hansel&petal at the top.
02:52There are other ways to apply master pages to document pages that I should
02:55let you know about.
02:56For example, I'm going to choose page 5, and page 6 here.
03:01I just clicked on 1, and then I Command+ Click or Ctrl+Click on the second, that
03:05lets me select more than one page in the Pages panel at the same time.
03:08And now I'm going to Option+Click, or Alt+Click on Windows, on the master page.
03:13And when you do that, it also applies this master page to whatever was selected
03:18inside the Pages panel.
03:19So let's go ahead and look at page 6.
03:21By double-clicking on it, that takes me right to page 6.
03:24And I can see that there's no yellow box.
03:27What happened to the yellow box? Where is the text?
03:29Well, when I made my master page -- let's go ahead and look at the master page
03:33by double-clicking on it, I put objects on the right-hand page, but I neglected
03:37to put any objects on the left-hand page.
03:39That's very important to keep in mind when you're working with Facing Pages documents.
03:43Only stuff that's on the right-hand page of the master page will show up on
03:46right-hand sides of your document pages as well and vice versa.
03:50So let's go ahead and grab both of these objects, I just dragged over that, and
03:54I'm going to Option+Drag over to the left side, and that duplicates all those
03:59objects on to the left side, then I'll just drag this one text frame over to
04:03the left by itself. There we go.
04:05So now I have a reflective, kind of a mirror appearance with yellow on both
04:09sides, and the text at the upper-left and upper-right.
04:12Now when I go back to pages 6 and 7, I can see that we have the background color
04:18and the text up in the upper-left corner of page 6.
04:21Now, if you're paying attention, you might see that there's something weird
04:26about these objects.
04:27Let me zoom in here, so you can see in the upper-left corner, this frame has a
04:31dotted edge around it, but this frame down here does not.
04:35What's the difference?
04:36Well, you guessed it.
04:37Anything on a master page has a dotted line.
04:40The frame is always dotted, and that's one way that you can tell whether an
04:44object is from a master page, or here locally on the document page.
04:48Now when you start using master pages, there's one thing that's going to
04:52drive you a little crazy.
04:54If you wanted to move just one of these, or maybe delete this on this one
04:58page, you can't do it.
05:00I'm clicking, and I'm trying to move and nothing is happening.
05:03There is no way to even select those items that are on master pages.
05:07InDesign is keeping them away from you, so that you don't mess up your
05:10master page items accidentally, but in the next movie, I'm going to show you
05:14how you can get past this safety net, and access those master page items
05:17directly on your document page.
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Overriding master page items
00:01As I mentioned in the last movie, InDesign protects master page items when
00:05you're on a document page.
00:06You can't move them.
00:07You can't delete them.
00:08You can't even select them.
00:09Let me show you what I mean.
00:10I'm going to zoom in to the lower-left corner of my Catalog page here, and I can
00:15see that this is a master page item.
00:16I know that because of those dotted lines around it.
00:19And you could see that I cannot select it;
00:21I can't click on it, I can't do anything to it.
00:23So what do I do if I want to get rid of the page number?
00:26Well, you need to override the master page item.
00:29That is, you need to sort of take it off the master page and make it a document item.
00:33And to do that, you need to hold-down two keyboard shortcuts, Command and Shift,
00:38or on Windows it's Control and Shift.
00:41Here on the Mac, I'm going to hold-down Command+Shift and then, here's the trick, Click.
00:46And that removes it from the master page item.
00:48It overrides it, and it becomes a regular document page item again that I can do stuff too.
00:53I could delete it. I could move it.
00:56In this case, I'm simply going to go use the Type tool, select that 2, that
01:00automatic page number, and delete it.
01:02So, that's the effect I was looking for.
01:04I don't want the Page number on this page.
01:06Now I try and avoid overriding master pages, because it can get you into
01:10trouble if you do it too often, but in some cases like this, it's the only thing you can do.
01:14However, I also want to point out that if you do make a mistake, and you want to
01:19set this back to the way it was on the master page, you can do that too.
01:22I'll choose my Selection tool, the black arrow tool, click on the item that I
01:28want to set back to being a master page item, and then I'm going to go to the
01:31Pages panel, and in the Pages panel menu, there is the secret feature called
01:36Remove Selected Local Overrides.
01:39I call it secret not because it really is, but just because it's so hidden
01:42inside this long list of items.
01:44But Remove Selected Local Overrides will throw away any overrides I've done, and
01:49replace it with a brand- new fresh master page item.
01:53You see I even get my dotted line back.
01:56So once again, Command+Shift+Click, or Ctrl+Shift+Click on Windows, will
02:00override a master page item, so I can edit it, then I can do something to it,
02:03let's say delete it, and I can put it back by going to the Pages panel menu.
02:07In this case, there's nothing for me to select on the page, but I can still
02:10go back to the Pages panel menu, choose that item that says Remove All Local Overrides.
02:16In this case, it says All Local Overrides instead of Selected Local Overrides,
02:20because there's nothing selected on my page.
02:22So it just replaces all of the master page items on to this page.
02:25When it comes to building structured documents, such as books and magazines,
02:29master pages are necessity for an efficient workflow, and controlling each
02:33master page item is key in making sure that the final document ends up just
02:38the way you wanted it.
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5. Text
Understanding text frames
00:00While there are a few people who use InDesign for pictures only, most of us need
00:04to put text on our pages.
00:06Well, you can't have text without a text frame.
00:09But the good news is that there are a lot of ways to make text frames in InDesign.
00:13Let's look at a few of them.
00:14The basic method is to use the Type tool, the Type tool lets you edit text
00:19inside of a text frame, but it also lets you create new text frames.
00:22For example, if I want a text frame here on my page, I simply click-and-drag out an area.
00:28Now I have a rectangular text frame and I can start typing some text.
00:32Just simple as that.
00:35A second way you can make a text frame is by making any kind of other frame
00:39or shape in InDesign.
00:41For example, I am just going to grab this Graphic Frame tool and draw something
00:45out on the pasteboard here.
00:46Now this is technically a graphic frame.
00:48It has a big X in it, which means it's expecting a graphic to be put into it.
00:52But I can grab the Type tool and click inside of it.
00:55Notice what happens to the Type tool when I hover over it.
00:58Out here the Type tool cursor is square which means that it will make a new frame.
01:03But as soon as I hover on top of a frame it becomes circular kind of like
01:08parenthesis and it means that if I click now it's going to put the type into this frame.
01:14In fact, if I do that it literally converts that Graphic frame into a Type frame.
01:19So it's changing from one type to another, and then I can just type some
01:22random text in there.
01:24So that's another way you can make a frame.
01:25Once again, any frame can turn into a text frame simply by clicking on it
01:30with the Type tool.
01:31In fact, I could even use the Pencil tool, just to kind of do some kind of crazy
01:35shape, doesn't even need to be closed.
01:37Grab the Type tool and click on top of it and all of a sudden I have a text
01:42frame in this wacky shape.
01:43So anything can be turned into a text frame in InDesign.
01:47Now some people don't like that fact, they want graphic frames to stay graphic
01:51frames, they want weird pencil shaped things to stay weird pencil shaped things
01:55without text going into them accidentally, and that's okay too.
01:59You can set up InDesign so that Graphic frames and regular paths do not get
02:03turned into Type frames and the way you do that is by changing its Preferences.
02:08So I'll go to the InDesign menu on the Mac or on Windows, it's under the Edit
02:12menu and I'll scroll down to Preferences and I'll choose Type.
02:15That just is a shortcut to go to the Type pane of the Preferences dialog box.
02:20And there are lots and lots of preferences in here.
02:22I am not going to go through all of them but I do want to point out one of them
02:25here called Type tool Converts Frames to text frames.
02:29And if I turn that off then I've changed the behavior in InDesign, I'll click
02:34OK, I'll make a new graphic frame here, just draw a big graphic frame right in
02:38the middle of the page here.
02:39Grab my Type tool and look what happens when I place the cursor over it.
02:43It no longer changes into those rounded parenthesis.
02:46I can click on it and nothing happens.
02:48It will not convert that frame into a text frame.
02:51So I have changed the behavior of InDesign.
02:54Okay, there is one more way that you can create a text frame in InDesign and
02:58that is by importing text, either by copying it from some other program and
03:02pasting it in here when nothing is selected on the page, or by using the Place command.
03:07I am going to go into a lot of detail later on in the chapter about
03:10importing text from Word processors like Microsoft Word, but I'll just do the
03:14really quick version right now.
03:15I'll go to the File menu, I'll choose Place or you can Command+D or Ctrl+D on Windows.
03:20I'll select my text file, it's an RTF file and I'm going to click Open and it
03:25loads up something called the Place Cursor, it gives me a little thumbnail
03:29description of the first few words of that text file right next to the cursor.
03:33And this Place Cursor can create a Type frame for me as well.
03:37If I hover on top of an empty frame you'll see that the cursor changes to again
03:43those rounded parentheses, and that means if I click it's going to fill some
03:47frame in the background with my text.
03:49But I can still click-and-drag out an area, and if I click-and-drag out an area
03:54it automatically makes a frame, that size, and fills the place text into it.
03:59Now that you know how to get a Text frame let's take the next step, editing that
04:03text inside the frame.
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Typing and editing text
00:00I know people who have actually put away Microsoft Word and they use InDesign as
00:05their sole Word Processor. It's true.
00:08Now while that does seem a little bit extreme to me.
00:10I mean, if you need an alternate Word Processor that works well with InDesign, I
00:14strongly recommend you take a look at Adobe InCopy.
00:17But that's said InDesign does let you type and edit text pretty efficiently.
00:22Let's take a look how.
00:24The first thing you need to know is that when you want the Type tool, you don't
00:27have to go and grab it out of the tool panel every time.
00:30Just double-click on a text frame with either the Selection or the
00:34Direct Selection tool.
00:35Whenever you double-click it automatically switches to the Type tool and places
00:40the cursor exactly where you double-clicked.
00:42I love that feature, very efficient.
00:44Now I'll zoom in here with Command+2 or Ctrl+2 on Windows and I want to show you
00:48various ways that you could edit or move through your text.
00:52It's very important that you learn some keyboard shortcuts for moving through your text.
00:56For example, the Command+Left Arrow or Ctrl+Left Arrow on Windows moves one word to the left.
01:02Command+Right Arrow or Ctrl+Right Arrow moves one word to the right.
01:06Command or Ctrl+Up Arrow moves to the beginning of a paragraph and Command or
01:10Ctrl+Down Arrow moves either to the end of the paragraph, as in this case here
01:15where there is no second paragraph here.
01:17Or if there is another paragraph it will move to the beginning of the next paragraph.
01:21Now if you add the Shift key to any of those keyboard shortcuts you
01:25actually select the text.
01:27For example, if I place my cursor back in the middle here and do a
01:30Command+Shift+Left Arrow, it selects the word off, and I could copy it, cut it
01:35or format it or whatever.
01:37So the more that you want to work with text in InDesign, the more you are really
01:41going to want to use your keyboard shortcuts.
01:43Command+Up Arrow to jump to the beginning of the paragraph.
01:46If I want to select the entire paragraph it would be Command+Shift+Down Arrow.
01:50Now I have selected the entire paragraph.
01:53A couple of other quick shortcuts about selecting.
01:55You know that clicking places the Text Cursor and you probably know that
01:59double-clicking selects a word in a paragraph.
02:03But did you know that triple-clicking selects a line and quadruple-clicking
02:061234, actually selects an entire paragraph.
02:11So that can be very handy as well.
02:13If you click five clicks in a row you actually select the entire story but there
02:17is a better way to select the entire story.
02:19If you really need an entire story then you just press Command+A or Ctrl+A on
02:24Windows, and that selects the entire story, so that's pretty good too.
02:27The other thing you need to know is about deleting text.
02:30Every now and again you have to delete something.
02:32Of course the Delete key or the Backspace key will move one letter at a time
02:36backward, or the Forward Delete key will move forward one letter at time.
02:42So it actually deletes forward, and that's pretty cool too.
02:45If you want to make it one word at a time, add the Command or a Control key.
02:50For example if I want to remove this entire word now, I place the cursor at
02:54the end of the word and say Command+Delete and that deletes backward one word at a time.
03:00Or if I want to remove this word more I can place it before the word and do a
03:05Command+Forward Delete and that will delete forward one word.
03:09So that's very handy as well.
03:10Now I have really messed up the text in this story here, but that's okay, I
03:14might as well just mess it up a little bit more.
03:16Let's say I want to drag-and-drop some text.
03:18I'll just drag over some text here and I want to move this some place else.
03:21A lot of InDesign users like drag-and-drop text, I personally don't actually.
03:26I am forever putting stuff in the wrong place so I don't like it, and so I am
03:30kind of happy that by default InDesign does not let you drag text from one place to another.
03:35But for those of you who do like drag-and-drop text, don't fret, InDesign
03:39will let you do it.
03:40In order for to get drag-and-drop text however, you have to change your Preference.
03:44So I'll go up to the InDesign menu and go down to the Preferences sub-menu.
03:48Remember that on Windows this shows up in the Edit menu not the InDesign menu,
03:52and under the Preferences menu I'll choose Type, and in here you'll see there is
03:57an option for Drag and Drop Text Editing.
03:59Right now, it is disabled for the Layout View.
04:02That's what this is called here in the background.
04:04So if you turn this on, just click in that checkbox, click OK, now suddenly
04:09you're able to do drag-and-drop.
04:11You'll even notice that the cursor changes a little bit to indicate that, now
04:14that I have text selected I can click on it and drag it wherever I want to put
04:18it and then let go, and it will drop it right there.
04:22So editing text, right on the document page here in the Layout View is
04:25acceptable, but it's not always efficient.
04:28Now later on in this chapter we are going to learn about something called the
04:31Story Editor and that often makes editing text much simpler.
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Filling with placeholder text
00:01Sometimes you need some dummy text to fill a frame, just to complete a mockup of your design.
00:06Traditionally, designers have type some Latin text called Lorem Ipsum.
00:10To stand in position for text that they may not have yet.
00:13Now, if you need some Placeholder Text like that.
00:15You'll be pleased to hear that InDesign can type it all for you. Let's see how?
00:19I am going to fill this frame with some dummy text.
00:22So, I'll select it with the Selection tool and I'll zoom into 200% by pressing
00:26Command+2 or Ctrl+2 on Windows.
00:28Then I am going to double-click to switch the Type tool automatically.
00:32Now, let's fill this with the dummy text.
00:34I'll go to the Type menu and way down at the bottom you'll see an item called
00:38fill with Placeholder Text.
00:40That's all you need to do, select that, and it fills it with this random Latin text.
00:46So, that's great. It's very easy.
00:47It formats it with whatever formatting was already in that text frame, looks good.
00:52But some people don't like Latin.
00:54They don't feel like it matches their final look and feel, well enough.
00:58So, I am going to show you how you can replace this Latin with any text you want.
01:03First, I am going to select all that text with a Command +A or Ctrl+A on
01:06Windows and delete it.
01:08Next, I am going to go grab a new Placeholder Text file.
01:12Now, I've created one of these for you, but you can make your own if you want.
01:16Just take any text at all.
01:18It could be legal boilerplate stuff.
01:20It could be lists of things.
01:21It could be anything you want.
01:22I just grabbed some random text off of the website, and I saved it in a text file.
01:27On the Mac, you could use a simple text editor that comes with, on windows you
01:31could use Notepad, doesn't matter.
01:32Just save it a straight ASCII text, and give it a name called placeholder.txt.
01:38Now, in this case I have made one for you, if you have the Exercise Files.
01:42So, I am just going to grab this placeholder text file and drag it into, where?
01:47The Adobe InDesign folder.
01:49This is the actual program.
01:51There is the InDesign program, inside the Application folder or the
01:54Program folders on Windows.
01:56All you need to do is put the placeholder. txt file loose inside that InDesign folder.
02:02You don't need to restart InDesign or anything like that.
02:04I'll comeback to InDesign and let's try it again.
02:07Let's try filling with our Placeholder Text.
02:09This time, instead of going to the Type menu, I'll use my context menu by right
02:13clicking or Ctrl+Click with one-button mouse.
02:16There it is, filled with Placeholder Text.
02:19Click it, and in comes all of that text.
02:22This is that random text that I pulled off of the website.
02:25I don't even know what language that is.
02:26Kind of interesting.
02:27But it fills the text.
02:29But I do need to warn you that there is an important role when you
02:32use Placeholder Text.
02:34Don't forget to replace it with the final text later.
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Inserting special characters
00:00Quick! What's the keyboard shortcut to type the Registered Trademark Symbol or
00:04how about an Em Dash?
00:06If you don't use these characters very often, there's just no reason to clutter
00:09your head with trying to remember all those shortcuts.
00:12Besides, InDesign has a couple of features that make inserting special
00:15characters like these a breeze. Let me show you.
00:18I'm going to place a special character after this word Hansel & Petal.
00:22I want the Registered Trademark Symbol.
00:23So, I'll double-click with the Selection tool to insert the text cursor there.
00:28I'm going to go to the Type menu and scroll down to Insert Special Character.
00:32There's all kinds of interesting characters in here.
00:35It's really worth taking a little time just to go through each of these submenus
00:38and find out what kind of cool stuff there is.
00:41Bullets and Copyrights, and let's go down to Hyphens and Dashes, if you want to
00:45know how to do an Em Dash or special Quote Marks, etcetera, etcetera.
00:48There are really cool things in here.
00:49But in this case, I just want Symbols > Registered Trademark Symbol. There we go.
00:54I'll select that from there and you'll see that it inserts the little R with a
00:58circle around it, just where I wanted it, very, very handy.
01:01Now over here, just before this word Hansel & Petal, I'm going to put a forced
01:06line break, but I can't remember what the keyboard shortcut is for that.
01:10So, I'm going to grab it out of the Insert Special Characters menu item again.
01:14This time I won't go to the Type menu.
01:16I'll simply right-click anywhere on my page and scroll down.
01:19You can see I have the same sorts of menus here in the context menu.
01:23So, that makes it very handy.
01:25In this case, it's not a special character.
01:27It's a break character.
01:28So, I'm going to choose it from the Insert Break Character submenu and it's down
01:32here, Forced Line Break. Oh!
01:34That's right!
01:35It's Shift+Return or Shift+Enter.
01:37Now I know, now I'll try to remember.
01:38But if you don't remember next time, don't worry.
01:41It's there in the menu waiting for you.
01:43I'll select that and it forces it down to the next like. Pretty keen!
01:47Now, another way to find uncommon characters is the Glyphs panel.
01:51You can find the Glyphs panel by choosing it from the Type menu.
01:54It is right there, or you can find it, of course, in the Window menu.
01:57All the panels are in there as well.
01:59Down here in Type & Tables, there we go.
02:02I'll choose Glyphs from here.
02:03Now, the Glyphs panel shows me every character inside of a font, even
02:08characters I cannot type.
02:09That's the cool part.
02:10There are a lot of characters inside fonts that you cannot type, but the font
02:14designer put them into the font anyway.
02:16So, for example, there's all these wacky little ornaments and stuff inside
02:20this particular font.
02:21I can choose a different font from the Font menu here or from the Type menu in
02:25the Font fly-out menu here.
02:27Just grab any font you want and it will show you all the characters from that font.
02:31In this case, I'm going to stick with this Chaparral Pro.
02:33I'll make this little bit bigger, so you can see lots of characters in here.
02:36Now, if that text is too small, if these characters are too tiny for you, you
02:39can zoom in on them by clicking on this little mountain range.
02:43Click the one on the right to make them bigger.
02:44You click the one on the left to make them smaller.
02:47But you get the idea.
02:47You can zoom in and out here.
02:49There's another way to change your view of the Glyphs panel here.
02:53That is by choosing stuff from the Show pop-up menu.
02:56So, for example, let's say I'm only looking for math symbols.
03:00I can choose Math right out of the Show pop-up menu.
03:04Here's all the symbols in this font that have to do with math, or maybe I'm just
03:08looking for some cool ornaments to insert somewhere.
03:11I could do the same thing by choosing Ornaments.
03:13Now, it's going to show me the ornaments inside this font.
03:16To add one of these special characters, I place the cursor where I want
03:19the character to be.
03:20In this case, I'm going to put it right before the word Attention.
03:22Then I double-click on it in the Glyphs panel.
03:25I'll double-click on that ornament and you can see that it added it to my text
03:29frame right where the flashing cursor was.
03:31I'll put a space after that to give it a little extra space.
03:34The other thing you should notice here is as soon as I did that, InDesign added
03:38it to my list of Recently Used glyphs.
03:40Now, a glyph is just a character.
03:42Don't get confused with glyph or character or whatever.
03:44It's just a character within a font.
03:46So, these are the recent little glyphs that I used.
03:49It's not just in this document, but for all my documents.
03:52That's really handy, because, next time I need that character, maybe I want to
03:55put it down here, I don't have to go searching through my Ornaments or whatever,
03:58for example, I could switch this back to entire font, I don't have to go
04:01searching through all of this again.
04:03I simply click where I want the character and then double-click it right out of
04:07the Recently Used glyphs.
04:08There it is and I'll put a space after it to give it a little space as well.
04:12I use the Glyphs panel all the time.
04:14I use it so much that I reserve a special place for it in my dock.
04:17So, I'm going to grab this Glyphs panel from the title and drag it out here
04:21and dock it over here.
04:22Now, every time I need a glyph, I just click on it, up comes a panel.
04:26I grab what I want, and then close it again by clicking on the tile in the dock again.
04:31No matter what font you're using, I really encourage you to take a little bit of
04:34time and just scroll through it to find what kind of characters are in there.
04:38There are all kinds of treasures hiding and they are waiting for you to use.
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Importing text
00:01Okay, you have some text files, such as Microsoft Word documents, and you need
00:05to get them into InDesign.
00:07There are two basic methods for importing text into InDesign.
00:10The first one is to go to the File menu and choose Place.
00:14That opens the Place dialog box and it lets you choose which Word files, or in
00:19this case RTF files that you want to import.
00:22RTF is just another file format that a lot of word processors use.
00:27In this case, I'm going to choose the Shrubs RTF file from my Exercise Files
00:31folder and I am going to click Open.
00:33Now, if I had an empty text frame selected when I did that, it would
00:37automatically fill it with that story.
00:40But in this case, nothing was selected on the page and so it did not fill any frames.
00:44Instead, it loaded the place cursor and is asking me, where do you want to put this thing?
00:50I'm going to put it right in here, inside this empty frame.
00:53Once again, I want to point out that cursors in InDesign are very important.
00:58If I'm out here, where there is no frames, I get that solid line cursor.
01:03That means it's going to create a new frame, but over here, I'm getting sort of
01:07the rounded parentheses cursor.
01:09That means it's going to place the text inside this frame.
01:13So I'll click and in comes the text.
01:15Now I'm going to do the same thing again, but this time I'll use the keyboard
01:19shortcut, Command+D or Ctrl+D on Windows.
01:21Instead of just grabbing one, I'm going to grab four different files here that
01:26I'm going to import.
01:27I'll click Open and all four of them get loaded into the Place cursor.
01:31You can see the little blue 4 there saying there's four files here to be placed.
01:36If I press the Down Arrow key, I will go through each of those files one at a time.
01:41There is a Hibiscus, there is the-- whatever that is. I can't read it.
01:45It's Latin.
01:46So here it is, Azalea.
01:47Back to the first one and I'm going to click, one, two, three, four, and all
01:53four files imported into the text frame there. Looking good.
01:57Now, I will also point out that these are formatted, let me zoom in here and
02:01you'll see that these are already formatted.
02:04How did that happen?
02:05Well, I'm going to be talking about paragraph styles and character styles in a
02:09later chapter, but I just want to point out now that if your original Word
02:13document has styles in it, like paragraph styles and character styles, when you
02:17import that document, those styles will come with it.
02:21In fact, if your Word document uses exactly the same name as your InDesign
02:26document, exactly the same naming between the two, then InDesign throws away
02:31the definition of the Word document and it uses the definition of the InDesign document.
02:36That's typically, exactly what you want it to.
02:38So it's extremely helpful to make sure that you've got the same names
02:41between the two programs.
02:43And it works beautifully like this.
02:45Okay, let me zoom back here, back with a Command+Option+0 or Ctrl+Alt+0 on
02:49Windows to fit the spread in window.
02:52I'm going to bring in one more text story into this spread, to fill this frame over here.
02:56But this time, instead of using the Place command, I'm going to drag and drop.
03:01Let me switch to my Mac Finder, on Windows you would use Windows Explorer,
03:05either way, and I'm going to grab up my HP story and I'm just going to drag it
03:10right out of this folder and into InDesign in the background there.
03:15Once again, pay attention to the cursor, if it's out here on the pasteboard or
03:19someplace where there is no frames, you get one kind of cursor, but if you're on
03:23top of an empty text frame, you get a different kind of cursor.
03:27So very handy, this cursor tells me it's going to go right into that frame.
03:31In fact, when I let go of the mouse button, that's exactly what happens.
03:34It fills this text frame with all of that text and formats it automatically.
03:39So this is great, if you're just dealing with a little bit of text, enough text
03:43to fit inside of a single text frame.
03:45But what do you do when you're importing a lot of text, like a whole book's
03:48worth of text, or an article that has multiple columns.
03:52Well, that's what we're going to look at next, here in this
03:55snowboarding document.
03:56So, I've got the snowboarding document open here and I'm going to import an RTF
04:00file using Command+D or Ctrl+D on Windows.
04:03Grab my snowboarding file. Click Open.
04:05I want this article to be imported into all of these different columns here.
04:10So, couple things you need to know, they all have to do with modifier keys.
04:15There's all these six little modifier keys that you should know about when
04:18you're importing text.
04:19The first thing is, if I simply click with no modifier keys, InDesign will make
04:24a frame and fill it with text, except that there is way too much text inside
04:28this frame, so I get a little overset mark there.
04:30That's what that little red + is.
04:32That means there is more text than can fit into this little frame.
04:36So I'm going to undo that with Command+Z or Ctrl+Z with Windows.
04:39It reloads the cursor and I'll show you another trick, which is the Shift+Click.
04:45This is one of the most important secret modifier keys in the whole program.
04:49You've got to know this one.
04:50Shift+Click with the Place cursor means load the whole document, keep adding
04:56text frames, keep adding pages.
04:59So, Shift+Click and it loads in all the story.
05:03It added one, two, three, let's see, about eight frames here, nine frames.
05:08In fact, that was still not enough, so you can see that it added a new page at
05:12the end here and even linked to that one as well.
05:14All of these text frames are threaded together.
05:17So, it's just what you want in most instances.
05:20But not always, so it can be extreme.
05:22Sometimes it adds too many pages, so you have to be a little bit careful with it.
05:26Let me undo that, Command+Z or Ctrl+Z with Windows and show you a couple other
05:30things that you might want to do instead.
05:32For example, instead of Shift+Clicking, you might Shift+Option+Click and again
05:38pay attention to the cursor.
05:39It shows a different icon depending on which modifiers you hold down.
05:43Shift+Option on the Mac or Shift+Alt on Windows gives you the sort of
05:47semi-automatic placement feature, which means that I can click and adds as many
05:53text frames as it can, but it will not add additional pages, just uses the
05:58available space on this spread.
06:00So, that could be a very useful one as well.
06:03At the very end here, it added a frame and overset, there was just one line
06:07there, so that's not very handy.
06:08Let's undo that, Command+Z, Ctrl+Z on Windows, and show you one last modifier key.
06:13This happens to be my favorite, which is the Option or Alt key, which loads and
06:19reloads the Place cursor.
06:21Option+Drag out of frame, I'm going to drag over two columns here.
06:26We'll place that inside of a frame.
06:28So it builds a frame.
06:29It puts the text in there.
06:31If there is more text than can fit, it will automatically reload the Place
06:35cursor and I will Option+Drag again.
06:39It makes a frame, puts the text in there and then Option+Drag again, and you get the idea.
06:44It keeps making frames and then reloading the Place cursor for me.
06:48This one, I happen to know is the last one I need.
06:50So, I'm simply going to drag out and it loads it in and places the text in there.
06:56Actually, there's a little bit of extra text in there.
06:58I think that's because these aren't long enough.
07:01So we could play around with that and make these frames longer if we wanted to,
07:04and make sure all the text fits here in the story.
07:08So that's another way to automatically or semi-automatically add a long
07:13story into your document.
07:14Now there is one other method for getting text into InDesign.
07:18And that's simply to copy and paste it from some other program.
07:22While this often works just fine, I honestly really don't recommend it for
07:26anything more than just a paragraph or two.
07:28I certainly wouldn't use copy and paste, for any text that was formatted or
07:33included foreign languages or special characters.
07:35I have just seen too many problems over the years, with text showing up.
07:39Well, just wrong, really wrong after pasting it.
07:43The Place command is much more reliable, when you're trying to get text
07:47into InDesign.
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Threading text frames
00:00It's time to talk about threading text frames together.
00:03I am going to zoom in on this lower part of this page and I can see a little red
00:07plus sign at the bottom of this text frame.
00:10Like if I select the text frame it becomes more obvious that red plus sign
00:14inside the red box means that there is more text than can fit inside that frame.
00:18So what are we going to do about it, Well, we could make the text frame bigger
00:22but in this case we want the text to flow on to the next column over here, so
00:27the trick here is to thread one frame to another.
00:30I've already made a text frame here in this document.
00:33It's an empty frame and I want to thread the text from here to here.
00:37So in some programs like Quick Express, there is a Threading tool or Chaining
00:41tool or Linking tool but in, InDesign there is no special tool, the only thing
00:46you need to know is select the frame with the regular selection tool, that black
00:50area tool and then Click on this little red box.
00:53And that red box is called the outport.
00:55The outport right now is red but as soon as I Click on it, it turns into a
01:00Threading Port a little blue box with a little triangle in it.
01:04And I am going to come over here and place my cursor on top of this empty frame
01:08and you will see my cursor changes to a link icon that means it's going to
01:11thread into this frame.
01:13If I move my cursor down here where there is no empty frame, I get a regular
01:17place cursor and I could actually drag out a new text frame if I want or click
01:21in it, it would make a text frame for me but in this case I have an empty text
01:24frame and I want to thread from the one on the left into here.
01:27So I simply click and I am done.
01:30It threaded them together.
01:31I can see that they are threaded together by going to the View menu, choosing
01:35the extra Submenu and choosing Show Text Threads or Command+Option+Y or
01:39Ctrl+Alt+Y on Windows.
01:41And it shows me this blue line going from the outport of the frame on the left
01:46to the inport on the frame on the right.
01:49So every text frame has an outport and an inport and that is what we're going to
01:53be using to thread some more of these.
01:55I am going to zoom back here with the Command+Minus or Ctrl+Minus on Windows a couple of times.
02:00Let's try it again.
02:01I am going to create a new text frame with a Type tool.
02:03I'll simply drag out a frame to fill this column here and then I'll go back
02:07to the Selection tool.
02:08I could have pressed the Escape key.
02:10That would be more efficient.
02:11Choose the frame that is coming to.
02:14Click on the outport.
02:15Click on the frame itself.
02:17I don't have to try and find its inport, just click anywhere inside the frame
02:20and they are threaded now. Pretty good.
02:22Now let's thread it even faster.
02:24Instead of creating a text frame first I'll simply load the placed cursor
02:28by clicking on the outport here and then drag out with my placed cursor, a new frame.
02:34There I am done. Pretty good.
02:35Now what if I made a mistake, what if I don't actually want to thread these together?
02:40How can I un-thread two frames?
02:42The trick there is simply Double-Clicking on either the outport or the inport.
02:47Here I'll double-click on the inport and it unthreads.
02:50So the frame is still here but it's no longer threaded.
02:54Now, I am going to pan over here to the right, holding on the Option +Spacebar
02:57or Alt + Spacebar temporary hand tool and I want to point out that you don't
03:02have to link to empty frames.
03:04These are two separate frames over here on the right and I can still
03:09thread those together.
03:10In fact, I don't even need to thread them together from the outport to the inport.
03:13I can go from the inport down here up to this frame up here and it knows that
03:19what I really mean is going from here, down here.
03:21So you can see the thread is going from the outport here into this new frame.
03:26So right now, what I did was, I threaded two frames even though they had text in
03:31them and I went from the inport to the earlier frames.
03:34So that is also an option.
03:36It's very flexible.
03:37By the way, some people call this Linking Text frames but Linking means
03:41something different in InDesign.
03:42It means maintaining a link to files on your hard drive so that if they change
03:47InDesign changes too.
03:49I am going to talk about that in detail in a later chapter but when I talk about
03:53text flowing from one frame to another, I always try and say threading and
03:57InDesign is threading text frames.
Collapse this transcript
Setting text frame columns and insets
00:00If you've ever framed some artwork to hang on your wall, you know that there's
00:04all kinds of ways to present an image inside of a frame, the same goes for text
00:08inside a text frame.
00:10The key to arranging your text in your frame is the text frame Options dialog box.
00:14Now, I've chosen a text frame here.
00:16I've selected it with the Selection tool, so I'll go to the Object menu and
00:19choose Text Frame Options from the Object menu or you can press Command+B
00:23or Ctrl+B on Windows.
00:25The text frames Options gives me a number of controls, the first of which is Columns.
00:30You can see that this text frame currently has one column.
00:33It goes all the way from the left edge of the frame to the right edge and this
00:36is just too wide for my taste.
00:38I'd like to split into two columns.
00:40Now I could have made two different text frames I suppose and then threaded them
00:44together and so on but that's just too much work.
00:46I would rather just make one text frame and then change the Number of Columns to 2.
00:50Here we go.
00:51It's the simple as that.
00:52I just click that little up arrow there and it increased this to two different
00:56columns in one frame.
00:58Now the space in between those columns is called the Gutter and you can control
01:02that here in this field.
01:03Right now it's .3 inches, if you wanted to make it little bit bigger you could
01:07just change this to some other number.
01:08I'll change that to .4 and then I'll press Tab and because the Preview checkbox
01:12is turned on, when I hit Tab which is just the little shortcut for jumping from
01:16one field to the next inside of dialog box, when I press that Tab, it updated
01:20automatically on the page.
01:22So that's kind of handy.
01:23So we can see here inside the text frame Options dialog box, there are two
01:27columns in this frame with .4 inches in between the columns and the Width is 3.47.
01:32InDesign figured out this number for me.
01:34It just figured that out based on width of the frame and then it figured out the
01:38Number of the columns and the amount of Gutter space, it figured out there was
01:41this amount of space.
01:42So that's kind of handy.
01:43I'm going to go ahead and click OK and point out something which is that if I
01:46change the width of this right now it changes the Width of the columns but it
01:52will not change the width of the Gutter.
01:54So that's kind of handy but it can cause problems because in some publications
01:58you don't want the Width of your column to change.
02:00For example, a magazine or a newspaper where you have a very specific Column
02:04Width that you don't want it to change.
02:05So let's go ahead and open up that dialog box again.
02:08Press Command+B or Ctrl+B on Windows and I want to point out that the width has changed.
02:13I could say that I want this to be exactly 3.5 inches. Isn't that cool?
02:18And then I'll click OK and you'll see that now it has figured out that this is
02:223.5 inches, this is 3.5 inches, this is the Gutter width that I've specified and
02:27make sure it's exactly the correct amount but as soon as I go here and nudge the
02:31size of this text frame, I've messed up my Column Width again.
02:34So once again I've got a problem. It's okay.
02:37InDesign has a solution for this.
02:39I'll open up the text frame Options one more time, and I want to point out that
02:42after I change this to the Column Width that I wanted, 3.5 inches, I believe
02:47is what it was, I can turn on a checkbox called Fixed Column Width and
02:51when Fixed Column Width is turned on then I am sure that I will always get that
02:573.5 inch wide column.
02:59Here is what happens.
03:00If I try and come in here and make it narrower, it snaps wide again.
03:04It won't let me nudge that.
03:06In fact if I go wider than this, InDesign automatically just adds a third column.
03:11It says, oh I bet you want another 3.5 inch column over here.
03:14So that's very handy again for magazines, newspapers, anyone who needs a very
03:19clear column width, wants to use that fixed column width feature inside the text
03:23frame Options dialog box.
03:24That's pretty nifty.
03:25I'm going to go ahead and scroll down to the bottom of my page here and apply
03:29multiple columns to this text frame at the bottom of the page as well.
03:32Once again Command+B or Ctrl+B. I'll increase the Number of columns here to
03:37let's say 3 columns for all this little boilerplate legal text and now I want
03:41to point out another feature inside the text frame Options dialog box, Balance Columns.
03:46This is a new feature in CS5 and it's so cool.
03:49Balance columns help you with the problem that a lot of people have where you
03:53have too much space in the final column.
03:55See how I filled the first two columns but the third column is empty at the bottom.
03:59A lot of people want to bottom out these columns.
04:02That is, make sure that you have an equal amount of text in each column.
04:05So you don't have a lot of white space at the end and typically the way people
04:09fix this is by changing the height of this text frame until it fits.
04:13Well, InDesign will do it for you if you turn on the Balance Column checkbox.
04:17That's all you need to do now, turn on Balance Columns and it will automatically
04:21add space at the bottom of the text frame.
04:23It sort of insets it, until all three columns are as equal as possible.
04:27Of course some times you won't have an equal number of lines and so it may not
04:31be exactly right but it will do it as close as it can, so that you have an equal
04:35amount of space and bottoms out.
04:36So that's the very, very handy feature inside the text frame Options dialog box.
04:41I'm going to click OK and look at this text frame up here.
04:44This special requests item in this form is right up against the edge of the
04:49frame and in fact, if I go into Preview Mode by pressing W, you'll see there
04:52is a thin gray line around it and the text is just bumping right up against that line.
04:57It just looks ugly.
04:58I want to move it down and in kind of like this payment method is down and
05:02in from the edge here.
05:04I want to move it in, so it's not touching that line, how would I do that?
05:07Well, I can use the text frame Options dialog box for that too.
05:11Once again, choose it from the Object menu and move it over here so we can
05:14see it better and I want to point out the Inset Spacing fields inside this dialog box.
05:19Inset Spacing means how far from the edge do you want the text to set?
05:23And you have four controls here of course top, bottom, left and right and you
05:27also have this little weird item right there that looks like an exploding piece
05:32of popcorn or something but if you click on that, it turns into a link icon and
05:36all of that means is it makes sure all of your four fields are linked together,
05:41so you have this same number in all four sides.
05:43That's just a little convenience for you so you don't have to type the same
05:45number four times if you want them to be the same.
05:48Click it again and they're unlinked and now can have different values in each field.
05:52In this case I'm going to have the same value in all four fields and I'm going
05:55to make it oh let's say 9 points so I just press P9 and hit Tab and it
05:59automatically converted it into inches so that's the measurement system, I'm
06:02working on this document.
06:04So we can set it exactly 9 points.
06:06I'll click OK and I'll deselect this object just by clicking in this white area
06:10here and you can see that the text is now moved away from that gray line, which
06:14is exactly the effect that I was looking for.
06:17When you're trying to get your text to look just so on your page, don't forget
06:20about the text frame Options dialog-box.
06:23In the next movie, I'll continue this discussion of the text frame Options
06:26dialog box, showing you why you want to pay attention to a vertical alignment
06:30and baseline position.
Collapse this transcript
Setting vertical justification and first baseline position
00:00I have my flower catalog open here, I'm going to click on this text frame in the
00:04lower-right corner of this page, zoom into 200% with Command+2, or Ctrl+2 on
00:09Windows, and open up the text frame Options dialog box from the Object menu.
00:14I can see that this has some Inset here, 2 millimeters Inset on all four sides.
00:19I can even see a little visual of that by this thin blue line that's kind of
00:23Inset from the text frame side.
00:26But now I want all this text to be centered in the text frame.
00:29Now I could go in and adjust the Top Inset Spacing to push it down, down, down
00:34until it looks centered, but that's just going to be too much trial and error.
00:37I'd rather have one quick fix for centering all this text, and I can get that
00:41by using the Vertical Justification control inside the text frame Options dialog box.
00:46Right now, the Align pop-up menu is set to Top, which means that the first line
00:51is going to start at the top of the frame.
00:52That's typically how text frames work.
00:54But if I'd change this to Center, then suddenly all the text gets centered in
00:59the text frame vertically.
01:00I can see that without closing the dialog box, because the Preview checkbox is turned on here.
01:05There is other controls in here as well, such as Bottom.
01:08When it's set to Bottom, then the last line of the text frame bottoms out of the
01:11bottom minus the Bottom Text Inset.
01:14It bottoms all the way to that Text Inset line, and then all the other text kind
01:18of grows up from there.
01:20So if I added another line of text in here, it would push up from the bottom,
01:24instead of pushing further down.
01:25There is one last option in here, Justify, that I want to point out, but I'm not
01:30going to do that in this text frame, I'm going to click OK, scroll over here,
01:34and then do it to this text frame here.
01:36This text frame has a bunch of space at the bottom, and I'd like to get rid of that space.
01:40So I'm going to press Command+B or Ctrl+B on Windows, open up the text frame
01:44Options dialog box, and change the Vertical Justification to Justify.
01:49Now when you change this to Justify, it tries to make every column justified
01:53from the top of the text frame to the bottom.
01:56So in this first column, it had to just add a little bit of space in between
01:59each line, and on the second column, it had to add a bunch of space in between each line.
02:04That's right, Vertical Justification, when it's set to Justify, it'll actually
02:08override the amount of space that goes from one baseline to the next, and force
02:12it to push all the way to the bottom.
02:14Now if you ask me that looks pretty ugly, but some people like that sort of
02:18things, so it's good for you to know about, you can change this to Justify.
02:21Now fortunately there is one more thing you can do.
02:24I'm going to set this back to top, so we can see that there is a lot of space
02:27here, and in an earlier movie, we looked at the Balance Column feature.
02:31So I'm going to first turn on Balance Columns, and now you can see that both of
02:35the columns are balanced out, because InDesign added some extra space at the
02:39bottom of the text frame here automatically for me.
02:42Now, that it's balanced out, I'm going to change to Justify, and now it's
02:46added equivalent amount of space in each column so that they bottom out and it looks not so bad.
02:53It still is not great, I don't like having this extra spacing here in between
02:57every line, but it's not quite as bad.
02:59So there is one more thing I'm going to do, and that is to change my
03:02Paragraph Spacing Limit.
03:03Right now, it's set to 0, which means that I'm letting InDesign add zero amount
03:08of space in between each paragraph to justify this text.
03:12But if I up this to something like 10 millimeters, then I'm telling InDesign to
03:16go ahead and add up to 10 millimeters of space in between each paragraph, so
03:20that you don't have to add as much space in between each line.
03:24To me that looks a little bit better, but again it's up to you.
03:27You have some control here by adjusting the Paragraph Spacing Limit to tell
03:30InDesign how much space you're going to let it put in between each paragraph. All right!
03:34I'm going to click OK here, and I'll scroll up a little bit, and I want to
03:38control this text frame up here, this headline that's above the story.
03:42I'm going to open the text frame Options dialog box one more time, and I want to
03:46point out another way that I can control how far down this text is going to sit
03:51inside this text frame.
03:52In this case, I'm not going to use the Inset Spacing, not going to use
03:55Vertical Justification.
03:56I'm going to use my Baseline Options.
03:59And when I click Baseline Options at the top of the text frame Options dialog
04:02box, I see that the dialog box completely changes, I'm looking at a new tab
04:07inside this dialog box.
04:09And I'm going to control this with First Baseline Offset.
04:12The First Baseline Offset lets you control where the first baseline of text
04:17falls in a text frame.
04:19So in this case, you can see that the first baseline that is the bottom of the
04:22text in this headline is going to be placed in such a way, so that the top of
04:28the ascenders hits the top of the frames.
04:30I have various options here though to control that.
04:33For example, I could change it to Cap Height, and because Preview is turned on
04:37it updates automatically.
04:38And now the ascenders actually stickup above the text frame, but the Cap
04:42Height, the height of a capital letter is pushed up against to the top of the text frame.
04:47Let's look at a couple of other options here.
04:49x Height means the height of a lowercase letter.
04:52The x Height of the font is built into the font itself, the font
04:55designer specifies that.
04:57And now I can set that that is going be to be at the top of the text frame, but
05:00the ones I like are Leading and Fixed.
05:03Leading means whatever the Leading is of this document, and we'll be talking
05:06about Leading in a later chapter.
05:08But every character has its own Leading, and whatever the overriding Leading of
05:12this line is, it's going to be used for the amount of space from the top of the
05:16frame to that first baseline.
05:18I find that very useful, but the other one I find really useful is Fixed,
05:23because Fixed means I get to specify exactly how much space I want from the
05:27baseline to the top of the frame.
05:29And I specify that here in this Min field, the Minimum field here.
05:33Right now, it's set to 0, which means that there is zero space between the top
05:37of the frame and the baseline, but if I increase this to oh say 5 millimeters,
05:42and hit Tab, now I know exactly where that baseline is.
05:46It's exactly 5 millimeters from the top of the frame.
05:49So that's incredibly helpful when I'm trying to be extremely precise about the
05:53position of every item on my page.
05:55Okay, there are several other features inside the text frame Options dialog
05:59box including the Baseline Grid feature here, and this Ignore Text Wrap
06:03feature here, but those are a little bit more complex, so I'm going to cover
06:06those in later chapters.
Collapse this transcript
Putting text on a path
00:00I get asked this question all the time, how do I put text on a path instead
00:05of inside of a path?
00:06It's not a foolish question, because InDesign does not make it obvious at
00:10all how to do that.
00:12But once you see how to do it, you'll find that it's not that difficult at all.
00:16First, I need a path, I'm just going to use an Ellipse tool here to drag out
00:20kind of a nice shape here, and why don't I use the Rotate widget up here, I'll
00:24change that's to 50, and drag this down into more or less position, just so I
00:29have a path that I'm going to put my text on.
00:31Now if I choose the Type tool and place the cursor over the edge of this
00:34Ellipse, it might look like if I click, I might be putting some text on the side
00:39there but in fact that's not the case.
00:40If I'd click and start typing, you'll see that the text goes into the frame, not
00:44on it, so that's not what I want.
00:46So I'm going to undo with Command+Z or Ctrl+Z a couple of times.
00:50And I'm going to show you that instead you should use not the Type tool at all,
00:54but click-and-hold it just for a moment, and you see there is a whole separate
00:57tool called the Type on a Path tool.
01:00You can get to that by pressing Shift+T, when you're not editing text.
01:04So now that I have the Type on a Path tool, I can place that near the edge, and
01:09I'll see the cursor changed to a little Plus Sign there.
01:12That's the indicator that it's safe to click, and now that I've clicked, I can start typing.
01:17I'll just type a little bit of text here, and I need to format that text.
01:23It's little bit too hard to read.
01:24So, I'm going to go to the Window menu, choose from the Styles sub-menu, and
01:28choose Paragraph Styles.
01:30I have a Paragraph Style all set up here that I can click on called Blue Type on
01:34a Path, there we go.
01:34It's just is a nice fast way of formatting text quickly.
01:38I'll be covering Styles in a later chapter, but for now that was such a fast way
01:41to get the formatting I needed.
01:43I'll go ahead, and close that panel and show you more stuff about Type on a Path.
01:47So you see the text is going on the path just the way we want, but maybe it's
01:51not in exactly the right position.
01:53How do I move it back-and-forth on that path?
01:57Well, for that I need the Selection tool, so, I'm going to press the Escape key
02:01as such a little shortcut to jump back to the Selection tool, and I'm going to
02:04zoom in on this a little bit with the Command+Plus, or Ctrl+Plus on Windows,
02:08just to see the details of this more closely.
02:12Now, this is a very confusing part about Text on a Path.
02:15You see how, there is this weird shape thing with two little squares, and some
02:19vertical lines, and so on.
02:20Well, here is what's going on?
02:22Type on a Path should be treated just like a text frame, which has been wrapped
02:27around the path that fits one paragraph.
02:30That's what's going on here.
02:31It starts at this point where I clicked, and it's wrapping all the way around
02:35the path, and it ends here.
02:37In any text frame as you know has an inport and then outport for doing threading.
02:42That's what's going on here.
02:43The vertical lines are the edges of that frame as it were, and those little
02:48white boxes are the inport and outport.
02:51Now I can actually drag those lines, if I'm careful.
02:55You really have to be careful to look at the cursor.
02:57Right now what I'm seeing0-- if you really squint, you'll see this.
03:01I'm seeing a cursor with a little tiny line and a left-arrow, and that indicates
03:06that if I drag, I'm going to be dragging the left line over.
03:11See how that worked?
03:12I can do the same thing on this line as well.
03:14Now I see a cursor with a little tiny itsy bitsy right-arrow next to it, and if
03:19I drag that, I'm dragging the left edge of my text there.
03:23So I can move it back-and-forth along my path by dragging that left edge.
03:28I'm going to go ahead and drag this side, the edge of that all the way over to
03:32the right here, and you can see that I can even drag it all the way over until
03:36the text won't fit inside that path anymore, and I get a little Plus Sign
03:40overset mark just like a text frame.
03:43And in fact, Text on a Path acts just like a text frame, so I can thread it from
03:48one frame to another, or one line to another, I'll show you how to do that?
03:52Use the Selection tool to click on the outport, and then come over here and
03:55click on this new path, and you'll see that now the text is threaded from this
04:00path to this path, and that's pretty cool.
04:03Once I do that, I can adjust that text of course by dragging the endpoints, so I
04:07can put more text on this side, and less on this, and so on.
04:10I didn't get my extra space in there, so I'm going to double-click with the
04:14Selection tool to switch the Type tool temporarily, press Space just so I
04:18can fix that, good.
04:19Hit Escape to go back to adjusting the object itself, and I'll zoom out to see
04:23how it looks with the Command+Minus or Ctrl+Minus on Windows hitting that a few
04:27times until I could see more of the page.
04:30So that's pretty darn cool, but there is actually one more thing about Text on a
04:33Path that I want to point out to you.
04:35I'm going to actually select both of those objects, I just Shift+Clicked over on
04:38this Text on a Path as well, so we can see both of those.
04:41Now I'll zoom back in, so I can see the text more clearly.
04:44Now, I'm going to go to the Type menu, and scroll-down to the Type on a Path
04:49sub-menu, and there is a couple of things I need to point out, one is I can
04:52delete the Type from the Path, this is how you turn something that has Text on a
04:56Path into just Paths.
04:58I just selected that, so the text just goes thrown away.
05:01That's not actually what I wanted to do, but I wanted to show you that you can do it.
05:04Let me undo that, Command+Z or Ctrl+Z on Windows, and instead I'm going to go to
05:08Type on a Path > Options, we can move this out of the way.
05:11This is where the power is for really fine-tuning the text on that path.
05:15For example, I can turn on the Flip checkbox, and because the Preview checkbox
05:19is turned on, I see it take effect immediately.
05:21The Type actually flipped over to the inside of the path, instead of the
05:25outside of the path.
05:26So that's one option, we turn that off.
05:28Another thing I can control is what part of the text is going to align to the path.
05:33Right now, I'm aligning the Baseline of the text to the path, but I could change
05:37this to something else, for example, the Center of the text.
05:40And now the Center of the text is aligned along the path.
05:43So, that can give you a slightly different effect.
05:46And then if you want to have some fun with this text, try changing the effect.
05:49Right now, this is set to Rainbow, which means the text will move along the path
05:54like the colors will move along the Rainbow, but if you change this to something
05:56completely different like Skew, you get all kinds of wacky effects.
06:00This is probably not what we want but it's interesting to play around with
06:03these effects to get a sense of what kinds of cool things you can do with Text on a Path.
06:073D Ribbon makes the text kind of skew and rotate so on around the path.
06:12Stair Step is kind of interesting for some effects.
06:15Gravity makes everything kind of warped into the center of gravity, each
06:19object has it's own center of gravity which is the center point of the frame
06:22itself, and all the text is being sort of pulled into that center of gravity,
06:26but you know ultimately all of those are cool, but generally you're just going
06:30to be using Rainbow, so that's the one that I'm going to stick with right now, and I'll click OK.
06:34So, setting text along a path is a wonderful way to create all kinds of special
06:39effects on your page.
06:40As we saw, you can even edit that text later, but editing along a path can
06:44be well challenging.
06:46Fortunately, that's where InDesign Story Editor comes to the rescue.
Collapse this transcript
Using the Story Editor
00:00It's time for me to talk about one of my favorite features in InDesign.
00:04It's not a particularly flashy feature but it is incredibly helpful to anyone
00:08who needs to write or edit text inside of InDesign.
00:11And that feature is called Story Editor, and it's like having a little Word
00:15Processor built right into InDesign. Let me show you.
00:18Now I have my Catalog file open here and my Editor has told me that I have
00:22to make a little bit of change to this text down here, so I'm going to zoom
00:25down into this lower left corner of this page and I need to edit some text inside this frame.
00:31But the problem is that the text is so small and the text frame is so wide that
00:36the only way for me to see the text is by scrolling back and forth, left and
00:40right to see it all.
00:41That's really annoying and makes it very inefficient to edit text.
00:45But I know about Story Editor so I am going to edit it there.
00:48Let me show you how it works.
00:49I will select that text frame, go up to the Edit menu and choose Edit in Story
00:54Editor, or the shortcut is Command+Y or Ctrl+Y on Windows.
00:59Now Story Editor opens a little new window that is completely
01:03formatting neutral.
01:04It's line ending neutral, in other words it just shows me the text as though I
01:08were editing in a Word Processor and it's so great because it's very easy to
01:12read and it shows me all the text, I don't have to scroll back and forth to see it.
01:17Now there is one problem with Story Editor in my opinion and that is it starts
01:22off by showing you this weird letter Gothic font, which I'd actually don't like reading.
01:26It's just not happy on my eye.
01:28But the good news is that InDesign lets you change that and you change that by
01:32going to the InDesign menu on the Mac or the Edit menu on Windows and choose the
01:37Preferences sub-menu Story Editor Display.
01:40You can change the Story Editor Display to what ever you want it to be.
01:44I'd like something like Georgia, personally I am just going to type Geo so it
01:47guesses I want Georgia.
01:49I like that from my Preview Font and I am going to make this a little bit bigger
01:53so it's easier for me to read.
01:54I am getting a little bit older.
01:56I want to be able to see it really easily on screen, so I am going to make it 16 points as well.
02:00You could see you have a lot of different controls in here over how much space
02:05do you want in between each line, what color do you want the text to be.
02:08I like the black and white but you can have all kinds of options here if you are
02:12really into the old-style terminals you could change it into something like
02:16green on black, but both would drive me crazy.
02:20So I am going to leave it set to black and white, the Ink on Paper theme and move on.
02:25I will actually change one more thing while I am here though.
02:27I am going to change this to the Barbell Cursor, because again as I am editing
02:31text, sometimes it's hard to see exactly where the cursor is.
02:34But if I change the Cursor Options to this Barbell text or one of these other
02:38options, it really pops off the screen.
02:40I'll show you what I mean. Click OK.
02:42It updates the font, it updates the size, and you could see the cursor really easily.
02:47Wherever I click it just really pops out at you, I love that feature.
02:50So now I can easily read this, make the change I want.
02:54I will say change this to click here, maybe it's going to be interactive
02:57document, put a period at the end.
02:59Those are the changes I needed to change, and I can close it and it will
03:03update on the page.
03:05I can see that update if I scroll over to the right.
03:07This is what I was trying to avoid, right, the scrolling around, but you can see
03:10that the text has changed, so that's exactly what I wanted.
03:14Let me show you another example of Story Editor, I am going to zoom back to fit
03:17in window with the Cmd+Opt+0 or Ctrl+Alt+0 on Windows and I am going to look at
03:23this text frame up here in the upper left corner.
03:25I can immediately see that there is overset text here, there is more text than
03:30can fit into that frame.
03:31Let's zoom in on that, I'll just click inside that frame and then press Cmd+2 or
03:36Ctrl+2 on Windows to zoom into 200%.
03:38And I can really say that's right.
03:40The text has dropped off here unfortunately. But how much text?
03:44Is there a whole paragraph missing or just one word missing or one character missing?
03:48Sometimes it's hard to know.
03:49Now most people would say well, I will just make the text frame bigger, but
03:53that's going to ruin my layout, so I don't want to do that.
03:56I just want to see what's overset.
03:58So here again is one more use for Story Editor.
04:01I am going to open Story Editor by pressing Cmd+Y or Ctrl+Y on Windows and I can
04:05see immediately, there is my story, and look at this.
04:08See that little red line and this little gray line over here?
04:11That's how much text is overset.
04:13All of this stuff did not fit into the frame.
04:15That's incredibly helpful information because now I can edit it or I can copy it
04:19or I can do something with it, I could copy it, cut it out, and paste it some
04:22place else, whatever I need to do with that overset text.
04:25Now there is one other editorial like feature that I want to show here.
04:29It's actually not a part of Story Editor but I do need to point it out
04:31because it's really cool.
04:33Under the Window menu, I am going to choose Info.
04:36That opens the Info panel and the Info panel when I'm editing text either of
04:40inside Story Editor or just in a regular layout window.
04:43Whenever I am editing text the Info panel gives me information about that text.
04:47For example, I can see here that it says 334+53.
04:50That means that this story, this whole story has 334 characters in it plus 53
04:59overset, anything after the plus means it's overset.
05:02That's the part that's over here that won't fit in the frame.
05:05It also shows me the number of words and lines and paragraphs.
05:08It doesn't know the number of lines because it's overset.
05:10It doesn't know what to do with overset lines, but it knows that there are seven
05:14extra words beyond that which can fit into the frame, so that's really cool.
05:18This is also useful when I want to find out how many words are there in this sentence?
05:23Let's say I can simply select the text in the sentence again, in Story Editor
05:27or on the document page and the Info panel updates and shows me there's 17 words in there.
05:32Isn't that cool?
05:33I just love that feature.
05:34All right, I am going to close the Info panel and show you a couple of more
05:37things about Story Editor, which you absolutely need to know.
05:40One is, that that Cmd+Y feature or Ctrl+Y on Windows does more than just
05:45opens Story Editor.
05:47It synchronizes the Story Editor selection and the Layout selection.
05:51Here's what I mean, if I select this text and simply close Story Editor nothing happens.
05:57But if I select some text, like I will select these three words and use the
06:01keyboard shortcut, it synchronizes it, so what's selected inside the Layout menu
06:06is also selected inside Story Editor.
06:08If I select the word greenhouse here and press the keyboard shortcut it switches
06:12back to the Layout Mode and synchronizes the selection so that the word
06:16greenhouse is selected here as well.
06:18That's a little thing but it turns out to be extremely efficient whenever you
06:21are trying to move back and forth between the two views.
06:24Select some text, press the keyboard shortcut and it syncs so that you'll
06:27have the same selection.
06:29Earlier on I mentioned that the Story Editor was formatting neutral, what does that mean?
06:34It means that it only shows you bold and italic.
06:37It won't show you superscripts.
06:39It won't change the font for you.
06:41It doesn't show you any of the formatting except bolds and italics.
06:44That can be good and bad depending on what you want, but it is an important
06:47thing for you to know about.
06:49And the last thing I need to tell you about Story Editor is that you can see tables.
06:53A Table Layout is kind of wacky so I want to point it out to you, I am going to
06:56zoom back to the Fit Spread in Window, click inside my table over here in the
07:00lower right corner, and then zoom in, just so you can see that better with Cmd+2
07:04or Ctrl+2 on Windows.
07:05This is a big table that I've created.
07:07I'm going to be talking about tables in a later chapter, but I just want to
07:10point out that if you do have tables in your document, you can even see those in Story Editor.
07:15I will press Cmd+Y or Ctrl+Y on Windows and scroll up here so you can see this
07:20is what tables look like inside Story Editor.
07:22It first gives you a little table icon that you can roll up if you want to with
07:26that little twirly triangle thing.
07:28You can make the whole table go away or visible again just by clicking on that,
07:32and inside that it shows you Row number 1, Column number 1 and then Row number
07:371, Column number 2, Row number 1, Column number 3 and then Row number 2, so it's
07:41going to go one row at a time.
07:43And some people like seeing the tables like that and some people prefer to see
07:47columns first and then one row at a time.
07:50Let me just show you what I mean.
07:51If I right-click or Ctrl+Click with a one-button mouse on the Table icon I can
07:57scroll to the bottom, way down near at the bottom you can see that there are two
08:00options arranged by rows or arranged by columns. There we go.
08:04Now I'm seeing it in Column View.
08:06So in Column number 1 I have Item Number, Example Flower and then blank,
08:10blank, blank down there.
08:11I'll actually type something here.
08:13Here is another example, and you'll see that as soon as I stop typing, it
08:18updates on the Layout page as well.
08:20Now I will come down here and you can see there is Column 2 and I can say Type
08:25and then wait for a moment and it updates here.
08:27So you get the idea.
08:29That's how tables work in Story Editor.
08:31Whether you are editing really tiny four-point text at the bottom of a legal
08:35contract or text on a path or a table or any kind of long story, the Story
08:40Editor makes life so much easier.
Collapse this transcript
Checking spelling
00:00Nobody spells everything right all the time. I mean, hey!
00:03That's what Spell Checking features are for.
00:05And fortunately there is a pretty good one built right into InDesign.
00:09I have this brochure open here, but before I send it off to print I'd better
00:13check the spelling, and see if it's all right.
00:16I'll click Edit, I'll go down to the Spelling sub-menu and I'll choose Check Spelling.
00:20The shortcut is Cmd+I or Ctrl+I on Windows.
00:24Up comes the Check Spelling dialog box and it immediately kicks into gear and
00:29finds the first thing that's misspelled.
00:31It say's the word Monterey is misspelled.
00:34Now if you don't know where on your page it's on, sometimes it's not exactly
00:38immediately obvious.
00:39It is highlighted but sometimes you don't see it, especially if it's on top of
00:42an image like it is right now, fortunately the Check Spelling dialog box is
00:46kind of like a panel.
00:47I can move it around.
00:48It just floats on top of things and I could even use my View menu to zoom in and out on things.
00:54So I'll choose zoom in and I can see that it zooms in on the word Monterey
00:58that's highlighted on the page.
01:00You can also use the keyboard shortcuts like Cmd++ or Ctrl++ on Windows.
01:05Now Monterey, it says that it's misspelled.
01:07I happened to know that it's not misspelled.
01:09This is the way Monterey is spelled in California as opposed to Monterrey, Mexico
01:14which is how it's spelled here in this list of suggested corrections.
01:18So if I was talking about Mexico I would simply click on the suggested
01:21correction and then click Change.
01:23But in this case I'm not going to do that, I'm going to say Ignore All.
01:29Now I actually have two options here, I could choose Ignore All or Skip.
01:33Skip just jumps past this one instance of the word Monterey, but the next time
01:38Monterey shows up in this document it would flag it as being incorrect.
01:41Or I could choose Ignore All, which will jump past all instances of the word
01:46Monterey throughout this document.
01:48That's what I'm going to do.
01:49I'll click Ignore All, which just says this is not a problem for me.
01:53Actually there is a third option too and that is, I could click Add, if I do
01:57that it will add it to my User Dictionary and so that this word will not be
02:02flagged as misspelled in any of my documents that I am spellchecking from now on.
02:06So actually I'll do that for this word Salinas.
02:08Salinas is another city in California, I know it's going to show up a lot, I'll
02:12click Add and it's added to the dictionary.
02:15It will no longer be marked as misspelled in any of my documents.
02:19Here's another one Sur.
02:20That's from Big Sur I'm just going to Skip past that one.
02:23I'll skip past a few of these.
02:25Here's another one.
02:26It can check for repeated words.
02:28Always look in the upper left corner here of the dialog box and you can see what
02:32its finding is it a misspelled word or in this case a repeated word.
02:35It saw that the word if showed up two times, and it's saying we suggest that you
02:40change it to just that one word if.
02:42So I'll click on Suggested Corrections to tell it yes please, do make that change.
02:47And then I will say Change it and it makes that change on my document and jumps
02:51to the next problem. What did it find?
02:54It found the word, mucho.
02:56Mucho is not English.
02:58That's why it is saying it's misspelled. It's Spanish.
03:02So what do I do?
03:03I could say go ahead and add it to my dictionary, or Ignore All.
03:06But in this case I am going to do something completely different, I am going to
03:10tell InDesign that this is Spanish. How do I do that?
03:14Well, I select it on the document page here.
03:17It's already selected for me there, and I'll go to the Control panel and over
03:21here in the Control panel I see a pop-up menu for Language.
03:24And right now, it says English: USA.
03:27Now if you don't see that pop-up menu make sure that your Control panel is in Character Mode.
03:33That's a little A button up here instead of Paragraph Formatting down here.
03:36So make sure it's on the A. Anyway here I have a Language pop-up menu and it's
03:41currently set to English, I'm going to change this to Spanish, you can see all
03:46the different dictionaries that are built into InDesign and I'm going to tell
03:49it, this word is Spanish.
03:51And now, next time I'd spell- check it, it will come up as correct.
03:55In fact, why don't I just try that, I'll click off of here to tell it that I'm
03:59done and then I'll start up again.
04:01And you see that it jumped right past mucho, and because it says mucho is a word
04:06and it's spelled correctly in Spanish.
04:08It knows that it's Spanish now so it's handy.
04:10Now what did it find?
04:12It found an un-capitalized sentence.
04:14This is the first word in the sentence.
04:17It was un-capitalized.
04:18It's suggesting that we change it to a capitalized word.
04:21Sure, I'll do that.
04:22Click Change and it then goes to find the next one and it found unspoileed is
04:28not a word, so let's go ahead and fix that, good!
04:30This is looking good.
04:32Now this is interesting.
04:33It found a URL in here and that is spelled correctly but it doesn't know that
04:40it's spelled correctly because it can't tell that this is an Internet address.
04:45So I'm going to tell it to stop checking the spelling on this.
04:48How do I tell it to stop checking the spelling?
04:51Well, I can't tell it that it's English or Estonian or Finnish or Spanish or whatever.
04:56Instead I am going to change the language to No Language, up here in this pop-up
05:00menu the very first item is No Language.
05:03And if I change the setting to No Language, then InDesign will no longer
05:07flag this as incorrect.
05:09Once again I'll click off here, I'll start up Spell Checking again and it skips
05:13right past it to the next thing.
05:15It found Sur, okay fine, ignore all of those, ignore those and as soon as I see
05:20this little checkmark here, now I know I'm done.
05:22It's spell-checked the entire document.
05:25So I'll click Done and I'm pretty much ready to go, but before I do that I want
05:29to point out one other Check Spelling feature that you should know about. It's really cool.
05:34I am going to go back to the Spelling sub-menu under the Edit menu and turn
05:38on Dynamic Spelling.
05:40I like Dynamic Spelling because it does the same sort of thing as the Check
05:43Spelling dialog box, but it does it on the document page itself.
05:47For example, in here let me zoom in on this text, I just clicked on this word, I
05:51am going to zoom in to 400% with Cmd+4 or Ctrl+4 on Windows, and I will misspell
05:56something on purpose, you see what it just did.
05:59It put this little squiggly red line under the word that was misspelled.
06:04It says this is not a word, what do you want to do about it?
06:08So I could manually come in here and type the E if I know where to do it.
06:12The little squiggle goes away or let me remove it again.
06:14I can right-click with a two-button mouse or Ctrl+Click with a one-button mouse
06:19right on that word and look what it says.
06:21It says hey, here are all the words that this might be.
06:24Go ahead and pick one and I can pick United right out of that list. Isn't that great?
06:28I love Dynamic Spelling.
06:30It works just terrifically.
06:31It works in all kinds of ways too, like if I remove this H, if I put a lowercase
06:35h instead of an uppercase H in there.
06:38It gives me a green highlight.
06:40And that green highlight means that it's an un-capitalized word at the beginning
06:44of a sentence, and once again I can right-click on it and choose the capitalized
06:48version and it gets better.
06:50So that's great, but one more thing before I go to print is I am going to zoom
06:55back to Fit in Window with Cmd+0 or Ctrl+0 on Windows and I'm going to look at
07:00this and say am I sure everything is right?
07:03Because just because Check Spelling says that it's all right does not mean that
07:07it's truly all right.
07:09It's always a good idea to proof it yourself.
07:12Use the human brain to proof it, or even better, send it somebody else who
07:15will proof it for you.
07:17Because they are going to read through this and they are going to say bite off
07:19more than you cam chew.
07:22That's wrong, wrong, wrong, wrong.
07:24Well, the word cam is a real word so InDesign's Check Spelling said well, I
07:30guess that's what he meant to type there, but it's not.
07:33So always be sure to check it carefully with a human brain before you print.
07:38That's the most important thing of all.
Collapse this transcript
Using Find/Change
00:00I'm old enough that I remember manually searching through all the text in a
00:04document for one word and replacing it with another all by eye, just hoping I
00:09didn't miss one instance and all I can say is thank goodness for InDesign's
00:13Find/Change feature which let's me do all of it, with a single click.
00:18It never misses a beat.
00:19To use Find/Change, I'll go to the Edit menu and choose Fine/Change or press
00:24Command+F or Ctrl+F on Windows, up comes the Find/Change dialog box which I
00:29almost always move off to this side, so that I can see more of my document page
00:33and see what it actually finds.
00:35Now in this case my Editor has told me that in this document, I have a couple of
00:40instances of the word Californios, so I'll type that in the Find What.
00:44I want to find that Californios, but it should be the word Californians.
00:50I don't even know where Californios came from.
00:51Californians, there we go.
00:54So now I'm going to search for the word Californios and replace it with
00:58Californians just like that.
01:01Now I have a number of options in this dialog box here including the Search popup menu.
01:06Right now, it's going to search the entire document but I have various controls here.
01:10For example if I had more than one document open at the same time, I could
01:14search all the open documents.
01:16This is not all of the documents on your hard drive.
01:18This is just all the documents that are currently opened.
01:21I could do all of them at once with the Find/Change dialog-box by choosing that.
01:24Alternately, if I have a text frame selected, I just double-clicked on this
01:28text frame over here.
01:29It will give me several other options in here including Story or To the End of Story.
01:34Story means to the entire story from the beginning to the end.
01:39To the End of Story means just search from where the cursor is currently
01:43flashing to the end of the story.
01:45Now in this case, I still want to search the entire document not just that one Story.
01:50So I'm going to start the search by clicking Find.
01:53I click Find and it jumps right to the first instance in this page here.
01:58Now the good news is I can use my keyboard shortcuts like Command+Plus or
02:03Ctrl+Plus on Windows to zoom in on it and I can actually see to make sure
02:06that I've got it right. That's good.
02:08Now I have several options here.
02:10I could just skip that one Find Next.
02:13I could change this one instance and just stay where I am by clicking Change.
02:17That's very rarely useful.
02:19I don't use that very much or I could click Change All, which would go through
02:23the entire document and change all instances of Californios to Californians.
02:28Or, the final option would be Change/Find, which is simply a combination of
02:33clicking Change and then clicking Find Next.
02:36So this will change this one instance and then jump to the next one.
02:40In this case, I'm pretty sure that I've got it right and I want to change all of
02:43them so I'm just going to click Change All and you can see that it says that
02:47Search is completed.
02:485 replacements were made, all right, I'll click OK.
02:52Now, let's find another example.
02:54My Editor told me that in several places the abbreviation Ca should be CA capitalized.
03:01It shouldn't be a lowercase A. It should be capital A. Okay, well, let's go
03:06and try to find one.
03:07I'll click Find and it jumps to, oops that's not right, I wanted to find Ca,
03:14uppercase C, lowercase A and only when this is a whole word as an abbreviation.
03:20So how can I tell InDesign to just search for that exactly, not just any Ca that it finds.
03:27Well, to do that I need to limit the scope and to limit the scope, I need to use
03:31these various buttons along the middle of the Find/Change dialog box.
03:35Now the problem is that these little icons here are very cryptic.
03:39I honestly almost never could tell what these things do.
03:43So in order to figure out what they are, just move your cursor on top of them
03:47and hover it just for a movement until you see a tool Tip.
03:50So this one has include Locked Layer and Locked Objects.
03:53This one is Include Locked Stories, This o ne is Include Hidden Layers and
03:57Hidden Objects, so you just go through these various ones and that will remind
04:01you what those are.
04:02The one we're looking for is Case Sensitive.
04:05We want our search to be case sensitive.
04:08We wanted to pay attention to uppercase, lowercase Ca, right?
04:11And then the other we want here is Whole Word.
04:15That's the last button in this list, Whole Word, so only search whole words.
04:20Don't search for Ca inside of a word, like it found here.
04:24Now let's try it out, I'll click Find and it finds Ca, uppercase C, lowercase a,
04:30whole word that should be all uppercase CA, so let's go ahead and Change All. Here we go.
04:35It made four replacements in the document, much better.
04:38Now I'm seeing another problem here right away and that is somebody typed two
04:42dashes right next to each other, where there should be Em Dashes.
04:47That is so frustrating when I see people do that.
04:49You need to type a real Em Dash in there.
04:52So we're going to use Find/Change to find all of those double dashes and
04:55replace it with an Em Dash.
04:57So it's easy enough to type two dashes into the Find What field, but what do we
05:02type into the Change to field.
05:04I've just deleted that but what am I supposed to type?
05:07Well, you might remember what the keyboard shortcut is for an Em Dash or you
05:10might not and if don't, don't panic.
05:13It's not a big problem because you want to pay attention to this little @
05:16sign popup menu here.
05:18This is the Special characters popup menu and inside here, there're all kinds of
05:23goodies that you may not know how to type.
05:25For example, you can type a Tab or a Force Line Break.
05:29Let me just choose Tab here, just for a moment to show you see what happens.
05:32You get a little code.
05:33That code (^t) means a tab inside the Find/Change dialog-box.
05:38So you don't have to try to memorize that code, just pull it out of the popup menu.
05:42I'm going to delete that again and look for what I meant to look for, which is
05:46an Em Dash, so I'll come down here until I see Hyphens and Dashes and pop out
05:51Em Dash, there we go.
05:52That's the one I want and you see the code (^_), all right.
05:56That is apparently what InDesign believes I should type for an Em Dash. Let's try it out.
06:02I'll click Change All.
06:04It goes through, made lots of changes and I can see that I now how Em Dashes in
06:08all the right places.
06:10When you've set up the Find/Change dialog box just the way you wanted and you
06:13think you're going to be using at a number of times, you should think about
06:17saving your Find/Change Query.
06:19This is called the Query Find What, Change To.
06:21Save this Query and you can do that by clicking on this little floppy disk icon.
06:26I think it's very funny that they still have a floppy disk icon, like who uses
06:29floppy disks anymore.
06:30But anyway, it's a floppy disk icon which means Save this Query and if you
06:35click on that, it'll ask you to give it a name and I'm going to call this
06:38dashes to em dash, click OK.
06:42It then shows up in the query popup menu, right here in the list.
06:47Now actually there already was one there, Dash, Dash to Em-dash, but you get the idea.
06:51Once you've set up a query, you can save it in this popup menu and there's a
06:56bunch of cool things in here already.
06:57For example one of the searches that I do all the times is find Multiple Spaces
07:03and change it to a Single Space.
07:04You know sometimes people put two spaces after a sentence or they put like 5
07:09spaces in a row or someplace.
07:10So I can choose that Query and what happens is I get this really weird set of codes.
07:17No, that's not a mistake. It's really okay.
07:19Also notice that it switch to the GREP tab of the Find/Change dialog box.
07:25Now GREP is an advanced topic, it's outside the scope of this essential training
07:29title but it is really cool.
07:31So I encourage you to check out one of the other GREP titles in the Lynda.com
07:35Online Training Library.
07:37This will search for a whole bunch of different types of spaces that might be
07:41inside of this document and it'll change them all to an individual space.
07:45So you don't need to know about the codes, all you need to know is that you
07:48can pull it out of this Query popup menu, which is as simple as that and then
07:52click Change All and it went through up, there's no problems in this one but you get the idea.
07:57It will find multiple spaces if they're there.
08:00There is lots of other stuff going on inside this Find/Change dialog box,
08:03I'll switch back to the Text tab here, so you can see that, this is what we were working on.
08:08We were to looking for basic text and changing it to other basic text that
08:12really crazy thing was in the GREP tab, but note that there is two other tabs
08:16here as well Glyph, so you can Find/ Change a Glyph and you can find/change
08:20Object formatting and I'm going to be covering Object formatting and also Text
08:25formatting in a later chapter in this title.
08:29So it's important to note that there're four different tabs inside this
08:32Find/Change dialog box, Text, which is the one we were working on originally.
08:36That's just the basic text Find/Change.
08:38GREP, which let's you do all as kind of crazy codes, which is advanced geeky stuff.
08:43Glyph, that's you find and change individual characters when you have a very
08:47specific character that you're trying to find.
08:50That's kind of an advanced topic and Object for Find/Change, which let's you
08:54find and change object formatting, like find all my text frames that have a
08:59one point black stroke and change them into a three point cyan stroke,
09:03something like that.
09:04Anyway, I'm going to be covering object formatting and special text formatting
09:09in Find/Change in a later chapter.
09:12But for right now, I just wanted to give you an introduction to the Find/Change
09:16dialog box and how incredibly powerful it is when you take the time to dial-in
09:21exactly what you're looking for and exactly what you want to change it to.
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Tracking text changes
00:00Let's say I send you this document and I want you to make some edits to the text.
00:04Then when you're done, you save it and send it back to me, how on earth am I
00:08supposed to see what you did?
00:10Well, if you had used the Track Changes feature, it would be a piece of cake.
00:14Here's what you need to do.
00:16First you go to the File menu and choose User.
00:19This is how you tell InDesign what your name is.
00:22I'll put my name in here and I will choose a color, how about Mustard?
00:27That's a pretty good, great.
00:29Click OK and then I'm ready to go.
00:31I need it next turn on Track Changes and I do that in the Track Changes panel,
00:37which I get to by going to the Window menu and then I go down to Editorial and
00:42then choose Track Changes.
00:44Here's the Track Changes panel.
00:46Now, technically you can also find the Track Changes features in the Type menu,
00:51down here under Track Changes and here's all kinds of Track Changes features
00:55that you can choose but honestly I just find the menu to be so clunky to use
00:59that I would much rather have a floating panel.
01:01It's right there in front of your face, much easier and faster to use.
01:05So Track Changes only tracks text changes, so in order to get Track Changes to
01:10work, I must have my cursor in the Text Story.
01:13So I'll double click inside of any Text Story and that switches to the Type
01:17tool, all right and it places the cursor right there and now I'm going to turn
01:22Track Changes on for All the Stories in my document.
01:25Actually you have different options here.
01:27You could turn on Track Changes for the Current Story.
01:29It let's look it's already been turned on and that's interesting.
01:32That's a clue that might give us the information about changes that have already
01:36been made in this document and you can also turn on Track Changes for an entire
01:39document by turning it on here from the Track Changes flyout menu, just choose
01:44Enable tracking in All Stories.
01:46Now it will work for all of the stories.
01:48You can also turn Track Changes on and off for an individual story by clicking
01:53on that little Track Changes button here, the first button in the Track Changes menu.
01:58So for example I might click inside this frame right there and I can turn
02:02Track Changes off there.
02:03So any changes I make inside here will not be tracked. It's up to you.
02:08You can turn them on or off.
02:10Now that I've turned on Track Changes for all my frames, except for that one, I
02:13just turned it off, I'm going to go ahead and make some changes.
02:16Maybe I'll change this to or again instead, not California, that's go to Oregon
02:22and let's go ahead and say this is going to go from Desert to Beach instead.
02:26Oh, I better make this frame a little bit bigger.
02:29I just got the Selection tool temporarily by holding down the Command key or the
02:33Ctrl key that gives me the selection tool temporarily, which let me drag that
02:37frame down, make it little bit taller to fit the word Beach in there.
02:41Just in case you were wondering what I was doing there and then maybe I'll
02:44change this text up here to say what our customers are raving about. There we go.
02:50So, I've made some changes to this text, to this document but you'll notice that
02:55I can't see the changes.
02:57There's no indication here that any changes have actually been made and that's on purpose.
03:02Adobe did that, so that if I now make a PDF or I print this, I will not
03:07actually see any changes.
03:09It won't be messy on my output.
03:11However the changes were tracked, so how do I see them?
03:15Well, that's where Story Editor comes in.
03:17In an earlier movie in this chapter, we talked about the Story Editor feature
03:21and how you can get it by going to the Edit menu and choosing Edit in Story
03:25Editor and up comes this little Word Processing window that shows us not just
03:31the story that I had my cursor in but also the changes that were made.
03:36Now notice here that there are two different colors going on.
03:40That means that two different people have edited this document and if I just
03:44select some text in one of them, you'll see that the Track Changes panel, let's
03:48move this over here, so we can see it better, shows us this change was made by
03:52someone named Joe Editor, all right.
03:55Now down here we can see that the changes were made by me, David Blatner, all right.
03:59So we've got two different people working on the same file and handing it back and forth.
04:04It also shows that this text down here was deleted and this text here was added
04:10but of course I can tell that just because the highlighted stuff is added and
04:13the highlighted and struck through stuff is obviously deleted.
04:17So all text changes are saved but you can only see them in Story Editor.
04:22That's a key piece of information that you need to know when you're using the
04:24Track Changes feature.
04:26Now you don't need to clean up these things before printing or exporting or
04:31saving it, you can just leave that in there if you want.
04:34Though in my opinion, it's not a bad idea to clean it up, just in case your
04:38boss later has to open this file, you wouldn't want your boss to see all this
04:41stuff in there, right?
04:43So let's go ahead and clean it up, I'll show you how to do that.
04:45There're several ways that you can clean this stuff up.
04:48First of all, I want to point out these other buttons along the top of the
04:51Track Changes panel.
04:52The first two buttons are the Previous and Next Change buttons and that lets you
04:56jump to the next change.
04:58So I'll go ahead and click that and it jumped to select the whole change.
05:02Now I can click Except Change or Reject Change.
05:06It shows the two buttons, a checkbox or the X will let you accepted or change it.
05:11Now little trick shows up in that tooltip there which is important to pay attention to.
05:15If you hold on the Option or the Alt key, it will accept it and then
05:19automatically jump to the next change, which is very, very helpful. So I like that.
05:24I typically will just Option+click or Alt+ click on these to go through one at a time.
05:28There we go.
05:29Now I accepted those changes and it jumped to the next one and look what happened.
05:34It opened a new Story Editor window.
05:37So for each different story in the document that has changes, it's going to open a new window.
05:42I'm just telling you now that can get messy, you typically have to go back and
05:46close these manually.
05:47I just clicked on this title bar and then I close this window just so I don't
05:51have too many windows open at any one time, but you can see here that there're
05:55some more changes from Joe Editor here.
05:57This one I'm not going to accept, I'll go ahead and hit Reject.
06:01Actually I'll do the XX button.
06:03The XX button means reject everything in this story.
06:06All the changes in this story I could reject.
06:09So I'll go ahead and reject that.
06:11It says, are you sure you want to?
06:13Yes, I'm sure that I want to.
06:14Let's go ahead and find another one by clicking the Previous Change button.
06:18Here's another one that was changed by two different people, looks like Joe
06:21Editor changed Dessert to Desert and I changed Sea to Beach, so those are
06:26options that I can change.
06:28Now it looks like the Joe Editor edits are pretty reliable.
06:31I'd seem to want to accept most of his and why don't I go ahead and just accept
06:35all of his throughout the document?
06:37And I can do that by going to the Track Changes flyout menu while the Story
06:41Editor is opened and I can look down at the very bottom.
06:44Here's an option Accept All Changes by This User, now it's grayed out, why?
06:49Well, because InDesign doesn't know which user I'm talking about.
06:52So to tell it which user I'm talking about, I need to place the cursor
06:56inside some of his edits.
06:59I'll just select that crossed out S there.
07:02That's what I'm trying to find, so I'm going to say go ahead and accept all
07:06changes by this user the one that is currently selected, in his whole document.
07:11I'll go ahead and select all of those throughout the entire document and I'm
07:15done and you know I don't like these changes that I made, I'm going to go
07:18ahead and reject all the changes in this document that I had made and it's as simple as that.
07:24Once again, I have to close my windows manually and I'm back to where I was.
07:29Now when you're done with the document, you probably don't want Track Changes on
07:33anymore and you can disable it throughout the entire document by choosing
07:37Disable Tracking in All Stories from the Track Changes panel fly-out menu.
07:42And now I won't have any changes tracked in this document.
07:46That's really up to you, I prefer doing it that way but you have to turn it off,
07:50if you don't want to.
07:51I've been waiting for a Track Changes feature in InDesign for a decade literally
07:55and I have to tell you, I am so excited that it's finally here in InDesign CS5.
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6. Graphics
Importing graphics
00:00It's time to start talking about using pictures in InDesign.
00:03Let's start at the beginning.
00:05How to get our images on to our InDesign page?
00:08Fortunately, InDesign makes it really easy.
00:10I'll go to the File menu, choose Place or press Command+D or Ctrl+D on Windows
00:15and up comes the Place dialog box.
00:17I'm looking at the Links folder in my Exercise Files folder and I'm going to
00:21scroll down until I find the image called girl and boy.
00:25Now click Open and it loads it into the Place cursor.
00:28You can even see a little thumbnail of that image and it lets me do a number of
00:33things with the Place cursor.
00:34I could simply click and it would build a frame and place the image into it, and
00:39you can tell that this is actually a huge, huge image.
00:42So that's not what I want to do.
00:43I'm going to press Command+Z or Ctrt+Z on Windows to undo that, which reloads
00:47the Place cursor and lets me do something different with it.
00:50I could click-and-drag out an area, and notice that as I'm dragging, the frame
00:55that it's building for me is going to be proportional to the image.
00:58That is, the frame will always be just the right size, so that when I let go,
01:03the image fits it perfectly.
01:05Let me undo that with Command+Z or Ctrl+Z, and I'll show you a couple other options.
01:10I can drag at a frame and hold down the Shift key and the Shift key
01:15deconstrains the frame, so I could make it any size I want, like I'll make it
01:18really, really narrow.
01:20Then when I let go, it automatically fills that frame with that image.
01:24That's, of course, a very silly looking thing, so I'm not going to do that,
01:27Command+Z, I'm just showing you all your different options here.
01:30What I really want to do with this is place it inside of a frame.
01:34So notice how the cursor changes very subtly, when I go on top of an image frame.
01:39It's a little hard to see there, but the cursor changes to a rounded sort
01:42of parenthesis, dotted lines, and that means when I click it's going to go into this frame.
01:48So I'll click and in comes the image and it's, in this case, automatically sized
01:52to this frame and automatic sizing is something I'm going to be talking about
01:56later on in this chapter.
01:58But for now, suffice it to say that it's automatically sized to that.
02:01Let's go ahead and grab some other images.
02:04Now let me show you another way to import graphics into InDesign.
02:07You can use drag-and-drop.
02:09You can drag-and-drop from the Mac OS Finder, which is what I have right here or
02:13on Windows, the Windows Explorer, just open up any folder you want and take an
02:18image and drag it right out on to your InDesign layout in the background.
02:22You can see that once again the cursor changes, if I'm out here on the
02:26pasteboard, I get one kind of cursor.
02:28That means it's going to load the Place cursor.
02:30If I come over here, on top of this empty frame, I get a different kind of
02:34cursor, which means it's going to drop right into that frame.
02:37In fact, that's what happens.
02:38So this is a very easy way to get images right out of your desktop and into InDesign.
02:44Okay, now I'll do one more image.
02:46I'm going to grab this California_snow image out here and drop it out on the pasteboard.
02:50It loads the Place cursor, but I can't actually see that until I get back to InDesign.
02:55Now you can see that it's loaded up and I can put it anywhere I want.
02:58I'm going to put it right inside this area here.
03:01I'll do that by clicking-and-dragging and I'm going to let go when it's
03:05about the right size.
03:07This is going to be a little bit too tall. So that's okay.
03:09I'll just drag it in here and then I'll grab the lower handle and drag it up
03:14until it's the right height. There we go!
03:16But all the images that I've imported so far are raster images.
03:19They're pixel images from Photoshop.
03:21Let's go ahead and get a vector image.
03:24I'm going to press Command+D or Ctrl+D on Windows to open the Place dialog
03:27box, and then I'm going to scroll to the bottom of my Links folder and choose
03:31this taste_of_cal_logo.
03:32Now notice that this is an .AI file.
03:35What does that mean?
03:36It means it's a native Illustrator file.
03:39InDesign tries to be as flexible as possible when it comes to importing images.
03:43That means you can import all the regular things like TIFF files, JPEG, PDF and
03:47so on, but it also supports native Illustrator files, these AI files, native
03:53Photoshop files, otherwise known as PSD files.
03:56In fact, it even lets you import native InDesign files. That's right.
04:00You can import one InDesign file into another.
04:03It's treated like a graphic.
04:04So, it's very, very flexible and very powerful.
04:08In this case, when I choose my AI file, my Illustrator file, I'm going to turn
04:12on the Show Import Options checkbox here.
04:15That way, I get one additional dialog box to help me fine-tune what I'm going to import.
04:21Click Open and you can see that it says Place PDF, but it's really
04:24an Illustrator file.
04:25But in this dialog box, it gives me a preview of the image, which is kind of
04:29cool, and also lets me choose a page within this.
04:33What does that mean?
04:34Well, if I had more than one artboard in my Illustrator file, it would let me
04:39choose which artboard I want.
04:41If I had more than one page in a PDF file that I was placing, or an InDesign
04:45file I was placing, it would let me choose which page in that PDF or InDesign
04:50file I was importing.
04:51So that's very handy.
04:52It also lets me choose what I want to crop to, and usually this is set to
04:57Bounding Box, but if I set this to something like Media, you can see the dash line here.
05:02It's going to import this entire area with the image just in the upper left corner.
05:06Media means the artboard or the page that art was actually on in Illustrator.
05:11In this case, I actually do just want the art or just the bounding box of the art.
05:15The bounding box means the smallest rectangle that will fit that artwork.
05:18That's what I want in this case.
05:20So, you can see you have a lot of options when it comes to importing graphics
05:24into InDesign, if you turn on that Show Import Options dialog box.
05:28I'll go ahead and click OK.
05:29It loads that image up into the Place cursor and I'll drag it out and you can
05:34see that I now have that vector artwork inside my InDesign document. Okay.
05:39I would be remiss in my duty if I did not show you one more special, cool,
05:44hidden trick for importing graphics.
05:46I'm going to just pan over to the side here with the Option+Spacebar or
05:50Alt+Spacebar panning trick.
05:51To get the Hand tool, scroll over here.
05:53I'm going to use this blank space over here, so I have some space to work with.
05:57I'm going to use Command+D or Ctrl+D to open up the Place dialog box.
06:01I'm going to grab a bunch of these images.
06:03That's about six images, great, and I'm going to turn off Show Import Options,
06:07because I don't need that this time.
06:08I'll click Open and it loads all six of those images into my Place cursor.
06:13So that's very handy if I want to click very quickly, like I could go click and
06:17click-and-drag, click-and-drag, click- and-drag, so I have all of those images
06:21loaded up and I can place them very quickly.
06:23That's cool, but that's not actually what I was going to show you.
06:25So let me undo that, Command+Z, and now I'm going to place all of them with
06:30one click-and-drag. How do I do it?
06:32I start dragging out and it thinks that I'm just going to drag out for one
06:36image, but while the mouse button is held down, I'm going to click one of the up
06:40arrows or right arrows on my keyboard.
06:43So I press the Up Arrow and you can see that all of a sudden I have two frames. Can you see that?
06:49I've got two frames there.
06:50I'll click the Right Arrow and now I have two columns.
06:53So I've got four frames total.
06:55Why don't I go ahead and click that again.
06:57Now I've got six different frames for all six images on here.
07:01I can make this any size I want.
07:03I'm still dragging around with this.
07:05When I let go of the mouse button, all of a sudden InDesign brings all of them in at once.
07:10That's called the Gridify feature because it makes a grid, although I think of
07:14this as a Contact Sheet feature because it is a great way to make a contact
07:18sheet really quickly in InDesign.
07:20Notice that the gutter space, the amount of space in between each of these
07:23frames equals the gutter space for our document.
07:27It picked up that number to put in between each of these as well.
07:30So that makes it very fast for placing in a document, if I were, in fact, going
07:34to put this on my document page.
07:36Note that I have not said anything about how to copy and paste images from one
07:41application to another.
07:42You can actually copy and paste vector shapes from Illustrator into InDesign and vice versa.
07:48If you do that, all the objects remain editable, all those Bezier shapes.
07:52However, I strongly urge you not to copy images from Photoshop or any other
07:57program other than Illustrator.
07:59There are a number of technical reasons for this, but suffice it to say that
08:03it's rarely a good idea.
08:04But those pixel images, you really should place them just like I showed you
08:08earlier in this movie.
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Importing from Mini Bridge
00:00Adobe Bridge is a program that comes with InDesign in a creative suite that
00:04offers an awesome way to organize your files.
00:07It's like a little content management system that you can get to anytime you want.
00:11And when it comes to importing graphics into InDesign, it's a dream.
00:15First I am going to show you Bridge and then I am going to show you a new
00:18feature in InDesign CS5, which is even cooler, something called Mini Bridge.
00:23You can get to Bridge from within InDesign by choosing Browse in Bridge from
00:28the File menu, or are even faster click on the little Bridge button up here in
00:32the application bar.
00:33Now Bridge is a whole application in its own right, and I don't have time to get
00:38into all the details.
00:39If you're interested in the details of Bridge, make sure you check out one of
00:43the other Bridge titles in the Lynda.com online training library.
00:47What I will say is that I'm currently looking at the Links folder from my
00:50Exercise Files folder and it has lots of images in it.
00:54It's a great way to see all my images in one place, see previews of them, add
00:58keywords, metadata, and so on.
01:00You can even create little collections of your images to make them easier to find.
01:04I am going to pick my cactus collection out of here, and this is simply like a
01:08subset of the images that are inside that folder.
01:11I am going to grab one of these images and place it inside of InDesign, and I
01:16can do that by selecting it and going to the File menu, choosing Place, and then
01:22choosing In InDesign.
01:24Bridge actually grabs that image and switches me back to InDesign.
01:27I didn't do anything there.
01:29It just switch me back InDesign, and loads my place cursor for me.
01:32Now I can click and drag, or figure out which of these frames I want put this in.
01:36I am going to it drop it right here, great!
01:39Let's go back to Bridge and see one other way that you can bring images in from Bridge.
01:43I'll press Command+Tab or Alt+Tab on Windows to switch back to Bridge this time,
01:47as I know it's running in the background.
01:49And I'm going to drag something from Bridge.
01:52I am going to grab this lithops image here, and I am simply going to start dragging.
01:56You see the cursor change, and while my mouse button is being held down, I'll
02:00use my applications switch here again on the Mac.
02:02That's Command+Tab or on Windows it's Alt+Tab.
02:06And here you can see that I'm suddenly dragging what I was dragging from Bridge.
02:10I'm now dragging in InDesign.
02:13Drop it right into this frame and in it comes.
02:16So I find Bridge a great way to organize my images and import them into InDesign.
02:20But now in CS5, there is even easier way to import images using Bridge, and
02:25that's using this new panel called Mini Bridge.
02:28Just like every other panel, it lives up in the Window menu, so I am going to
02:32choose Mini Bridge from the window menu, and you can see that when it first
02:36opens, it kind of sparse, in that little cryptic, what's going on there?
02:40Well, you need to first click Browse Files, and that makes the link between
02:45InDesign and Bridge happen.
02:47It goes out and gets all the information from Bridge and puts it into this panel.
02:52Let me make this a little bit bigger so you can see what's going on here, there we go.
02:55Here are all the images that we were just looking at in Bridge.
02:59Now you do have to have Bridge running for Mini Bridge to do this, because it's
03:02sort of doing a behind the scenes communication with Adobe Bridge.
03:06But once you have this running, it's great.
03:09Now the number one problem with Bridge is that it takes up way too much screen
03:13real estate for it to be effective.
03:15So what I do is I make it as large as I want, and then I grab its little title
03:20tab, and drag it into my dock.
03:22I am going to drag it right to the very top until I see that little blue line
03:26let go and now it's docked over here.
03:29Anytime I need it, I just click on the tile, and up it opens, and then I click
03:33it on the tile again to close it.
03:34So it's a very efficient way to get to all of my images that I might need.
03:38Of course, I can adjust all sorts of other things about Mini Bridge.
03:41But the main thing I am going to do at Mini Bridge is get my images out of it
03:45and into my InDesign documents.
03:47Here is my collection that I created before, my list of all the collections.
03:51There is my cactus collection, and I'm going to grab another one of these images.
03:57And you can see that I can simply drag and drop it right out of Mini Bridge into a frame.
04:03Or if I'm dragging it out and I let it go on the pasteboard here where there is
04:06no empty frames of course, it will load the place cursor.
04:09Let's go ahead and close Mini Bridge and you can see that even if I close the
04:13Mini Bridge panel, it's still loaded in the place cursor.
04:16So I can come over here and click were I want it.
04:19So that's the basics of importing images from Mini Bridge, but there is one
04:23other Mini Bridge feature that I really want to show you, because this is so cool.
04:27What if I want to reuse one of these images in another file, but I am not
04:31exactly sure where that image lives?
04:33Well, here's a cool little Mini Bridge trick.
04:35First, in the lower left corner of my document window, there is this tiny little
04:39button here, which is a pop-up menu, and when I choose that I have various
04:43options for Reveal and Finder, Bridge or Mini Bridge.
04:46And this is referring to the InDesign document itself.
04:49Reveal the InDesign document in one of these.
04:52So I am going to choose Reveal in Mini Bridge, and up comes Mini Bridge, and
04:56look what's selected here.
04:58The actual InDesign file, which you can see where it's living on your hard drive.
05:03You'll notice some of these images aren't showing up here.
05:05That's because I haven't saved this yet.
05:06So let's go ahead and save this, then go to Reveal in Mini Bridge one more time.
05:12And then suddenly all of those images show up on the little thumbnail there,
05:16so that's pretty cool.
05:18Mini Bridge is one of my favorite new features in InDesign, because it puts
05:21my whole hard drive at my fingertips, ready to import whatever I need just
05:25when I need it.
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Using the Links panel
00:00When you import a picture unto InDesign using place or by dragging in a
00:04file from disk or Mini Bridge InDesign doesn't actually embed the image
00:08into your document.
00:09Instead you get a thumbnail preview of the image and a link to the file on disk.
00:14Now this happens to any image file, whether you import a PDF or JPEG or a TIF or whatever.
00:21So each of the images in this file is actually linked to a file on my hard disk,
00:26and I can see that by opening the Links panel.
00:28Over here in the dock I'll click on Links, and here's a list of all the images
00:33that are linked in my file.
00:35If I click on one of these images, it's highlighted in the Links panel.
00:39I also get information at the bottom of the Links panel in the Link Info area.
00:44You can hide and show that by double clicking on the link image, double click on
00:49it once and it closes that Link Info, double click again, and it opens.
00:53Now this Link Info is very helpful because it gives you information about the
00:56name, the format, what page it's on, its color space, and on and on and on.
01:02It's especially helpful, because it gives you information like it's scaling,
01:05this image has currently scaled 6.3%.
01:09So that kind of feedback is very useful when you're working with images in InDesign.
01:13I also want to point out these blue numbers in the right column up here in the
01:18top of the Links panel.
01:19These are page numbers, and in a long document they can really be helpful,
01:24because they tell you exactly what page these images are on.
01:28In fact, if you click on one of these, it takes you right to the image on that page.
01:33The Links panel is also very customizable, you can really customize it to the
01:37way that you work, the kind of information you most need in here.
01:40I'll choose panel Options from the Links panel menu, and you can see here that
01:45you can turn on and off all kinds of information in two different columns.
01:49The Show in Link Info column lets you control what shows up at the bottom here
01:54in the Link Info area.
01:55The Show Column checkboxes let you control what shows up in the top part of the
02:00Links panel up here.
02:02So for example, if you really want to find that Scale information up here in a
02:06column you can get that information as well, just turn on that checkbox, click
02:10OK, and it's added here.
02:12Now I can't see it, because it's too wide.
02:14So I am going to make this Links panel wider just by dragging the left edge out.
02:19But you can see now that every image in my document has a scale percentage next to it.
02:25If it's too narrow, I can also make this wider by dragging this little vertical
02:29area to the right of it.
02:31Notice that this image here says 5% by 7.5%.
02:35That is very helpful because it immediately give me feedback that the image was
02:39scaled disproportionately, it's not scaled evenly, horizontally and vertically.
02:44So that kind of information once again is very, very handy when you're
02:48working in InDesign.
02:49Now as I said all of these images are linked to files on disk, but what happens
02:54if InDesign can't find those files or what happens if those files get modified.
02:59Well, let's take a look.
03:00I am going to open up a new InDesign document here inside my Exercise files
03:05folder, and I'm going to see that as soon as I do that InDesign warns me, watch out.
03:12There is one image in this file which is missing, and one which is modified. What should I do?
03:17Well, at this point I can update the modified links if I want to, but I rarely
03:22do, and the reason I rarely do is because I like to see them update on the page.
03:27I like to make sure that the update is what I want to have happen.
03:30So I'm going to say Don't Update Links, it opens the document and now for this
03:35document I say the Links panel gives me some extra information.
03:39I see the names of files of course, but I also see this little icon, and this
03:43little icon, that means that the map image is modified.
03:48So the yellow triangle means it's modified, the stop sign with a question mark
03:52in it means that one is missing.
03:54So alert, alert, we must do something before we print or export a PDF, or at
04:00least we really should do something.
04:02So let's go check those out, I'm going to click on the one here to jump right to
04:06the California map, and we can look at that.
04:08I am going to switch this to high quality display as well, so I can see this little clear.
04:13It looks good.
04:14Now if I want to update that, it's very easy.
04:18I select it in the Links panel and then I click the Update Link button in the
04:22middle of this Links panel, or I could go to Links panel menu and choose Update Link.
04:27Note that I also have the option to Update All Links.
04:31This is very useful if you open a document and you have like 30 links that are
04:35all modified for one reason or another.
04:37You could update all of them quickly here.
04:38But in this case I am just going to update this one link, and we can see that
04:42well something changed about that.
04:44Whatever changed, I think this little thing moved down just a little bit. So that's good.
04:48We can see that we now are okay.
04:50There is no icon there, which means that everything is good about this file. So that's helpful.
04:55What about this file here, this taste of cal logo thing?
04:59Let's go take a look at what that is. There it is.
05:01It says Vector Artwork and it's missing.
05:04So what should we do?
05:05Well, we need to relink it to a file on disk, and the way we do that is to click
05:10on this Relink button, it looks like the little broken chain.
05:13Or we can go to the Relink from the fly-out menu here.
05:17It opens this dialog box and it asked me to locate the file that was missing.
05:22Now I happened to know that it's here inside the Links folder, so I am simply
05:25going to select it, and then click Open.
05:28That's all it took.
05:29It found it, it relinked it.
05:30It comes in, it looks beautiful, and we're good to go.
05:34So what would've happened if I tried to print or export without relinking that
05:38image if it was missing?
05:39Well, InDesign would have simply used the low-resolution kind of pixilated
05:43version that you saw on screen.
05:45So that would not make me a very happy camper.
05:47So it's really important that you go in there, and relink your files before
05:51printing or exporting.
05:52Now one more thing I want to show you about the Links panel.
05:55I can select an image here in the Links panel, and then choose Reveal in Finder
06:01from the Links panel menu, or on Windows it would be Reveal in Windows Explorer.
06:06I can also reveal it in Bridge or Mini Bridge, but in this case I'm simply going
06:10to reveal it in Finder.
06:11And this switches to the Mac Finder opens up the folder and chooses it on my desktop there.
06:17This is a very helpful thing when you're trying to find an image and you are not
06:21sure way around your desktop that image came from.
06:24Now there are a lot of other tools and features in this Links panel and I am
06:27going to be covering many of those later in this chapter.
06:30But from now it's obvious that the Links panel is really something you want
06:33to keep your eye on.
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Embedding links
00:00In the last movie, I talked about how images get linked to files on disk rather
00:05than getting embedded in your InDesign file.
00:07But it turns out that you actually can embed images into your InDesign files,
00:11which can be useful sometimes.
00:13For example, I'm going to zoom in on this vector image right there.
00:17And let's say I going to be using this logo a number of times in my document.
00:21I might want to embed it into my InDesign document if I don't want to pay
00:25attention to where it is on disk anymore.
00:27Maybe it's just one too many files that I just can't pay attention to.
00:30So I'll go to my Links panel, I'll make sure it's selected in the Links panel menu.
00:35And then I'll go to the fly-out menu here and choose Embed Link.
00:39It's as simple as that.
00:40You can see I now have that little Embed Link icon right next to the File Name.
00:45Now, if I give this file to somebody else, they don't have to have that logo on disk anymore.
00:50It's inside the InDesign file.
00:52If I print it, I don't need to have it linked to a file on disk, it's embedded
00:56in the InDesign file.
00:57That really is okay.
00:59Now, I am comfortable embedding this file into InDesign, because it's not that big.
01:04Look down here in the Link Info panel.
01:06You can see that it's only about 2206K large.
01:09That means my InDesign file is going to become 2206K larger, which is hardly
01:15anything about a quarter of a megabyte.
01:17Now, if I had a 50 MB Photoshop file, would I embed that? No, probably not.
01:21That would make me kind of nervous actually.
01:23Generally, I'll go ahead and embed small files.
01:26If it's a little thing like a 100K file or this few hundred K or something.
01:30But those really big Photoshop files, I'll leave those linked to my files on disk.
01:36Now, if you receive a document that has an embedded image in it or if you open
01:40this document and you can't find it on disk and you need to make an edit to
01:43that file, maybe you need to open this in Illustrator, don't worry, you can un-embed it too.
01:49Simply select it in the Links panel, go to Links panel menu and choose Unembed Link.
01:54When you do that, InDesign asks, do you want to link it to the original file or not?
01:59This is a very confusing dialog box in my opinion.
02:02If you have the original image on disk and you want to relink to it, click Yes.
02:07If you don't have it and you simply want to pull it out and rebuild the document
02:11on disk, go ahead and click No.
02:13InDesign then asks you, where do you want to put it?
02:16For example, I'll put it up here on my desktop and I'll click Choose and it
02:20saves it to the desktop or wherever you put it, and relinks it
02:24automatically there.
02:26So once again embedding images into InDesign can be very efficient especially
02:30with these small images, like logos, that kind of thing.
02:33But for big images, you probably want to avoid that.
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Editing graphics in their original app
00:00What happens after you put an image on your page and then realize you need to
00:04edit that image somehow?
00:06For example, I'm looking at this snowboarder, and I am thinking, he just kind of looks wrong.
00:10I want to do some image editing on him.
00:12I'd like to do that in Photoshop.
00:14Now, I could go to disk, find that image, open it in Photoshop and edit it and so on.
00:19But because I am looking at it here in InDesign, it's far easier to use a
00:23feature called Edit Original.
00:25Edit Original lives in several places inside InDesign.
00:28For example, I can select that image, go to the Edit menu and choose Edit Original.
00:33I am not going to do that quite yet, because I want to point out the other
00:36places that it lives.
00:37The natural place to find Edit Original, of course, is the Links panel.
00:41So I'll open the Links panel and we can see that the Edit Original has its own button.
00:45It's this little pencil shaped thing down to the lower right corner of the panel.
00:50Edit Original lives here, and of course one more place, inside the Links panel
00:54menu, we can choose Edit Original.
00:56And if you choose any of those Edit Originals, it will open this program up in
01:00its original application.
01:02Now, in this case, I want it to open in Photoshop, but unfortunately,
01:07that didn't happen. What happened?
01:09It opened it up in the Mac OS Preview application.
01:13This sometimes happens.
01:15Either on the Mac, it will open in Preview.
01:17In Windows, it sometimes opens in the Window Paint and Fax Viewer application or
01:22whatever it's called.
01:23And the reason it does this is because InDesign doesn't actually know what the
01:28original application is.
01:29InDesign has no idea what the program is.
01:33Instead it relies entirely on the operating system for this information.
01:37Basically, Edit Original is exactly the same as double-clicking on the image in
01:41a folder, right on your desktop, inside the Finder or Windows Explorer.
01:45So sometimes those files open in the wrong program.
01:49So if that happens, I come back to InDesign, go to the Links panel menu or the
01:53Edit menu, either place, and I look for, not Edit Original, but Edit With.
01:58So I'm telling InDesign, I want to edit this image with, in this case Photoshop CS 5.
02:04You'll see I have a bunch of different applications on here that could edit that
02:07file but I am going to use Photoshop CS 5.
02:10So that tells Photoshop to open up the file.
02:14Now, I can edit it.
02:15For example, I rotate him around around 180 degrees, and I'll so some kind of
02:19crazy thing like Command+I or Ctrl+I on Windows to invert him.
02:23And then, I will simply save the file, with File > Save, close the file and
02:29come back to InDesign.
02:31And watch what happens when I come back to InDesign.
02:33I am just going to click on InDesign, and immediately it updates.
02:36Let me move the Links panel out of the way here. I'll close that.
02:38And you can see that it updated.
02:40I didn't have to click an Update button.
02:42I did not do anything special, because as soon as I use the Edit Original
02:46feature or Edit With, InDesign is watching.
02:49It's just sitting there waiting and watching that file to see when it changes.
02:54And as soon as I come back to InDesign, it says, oh, he made a change. I'll update it.
02:58So it's very simple, really easy.
03:01Getting efficient with InDesign and the Creative Suite means making the programs
03:05all work together as smoothly as possible.
03:07The Edit Original and Edit With features are a big part of that operation.
03:11So it's worth getting used to using them whenever possible.
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Fitting graphics to a frame
00:00When you import an image, it often doesn't appear at the correct size on your page.
00:05For example, I am going to grab this Graphic Frame tool, and drag out a frame.
00:09And then, I'll switch back to the Selection tool, go to the File menu and choose Place.
00:14I'm going to grab my red_cactus image.
00:17So I just type red, so it jumps red_cactus.
00:20Click Open and it places it inside the frame.
00:23However, I happened to know that that image is far bigger than that frame.
00:27So it's sticking out of the side.
00:29The image frame is actually cropping it down.
00:32So I only see the upper left corner of the image.
00:34Now, what if I want to the whole image?
00:36I could resize this frame by grabbing one of the corner or side handles
00:40and growing it out.
00:41But I'm not really sure how large to make it.
00:44So instead I am going to rely on a feature underneath the Object menu, in the
00:47Fitting menu, called Fit Frame to Content.
00:51Fit Frame to Content will make sure that the frame matches the content exactly.
00:56It stretches it out so that only the image is in here.
00:59There is no white space.
01:00It doesn't go any bigger than the image or smaller than the image.
01:03It's exactly the same size as that image.
01:05Now, there are actually several shortcuts that I could use instead of that menu.
01:09So let me show you one of them, because it's really handy.
01:11I'll actually undo it a couple times here to go back to the way it was originally.
01:15That's Command+Z or Ctrl+Z on Windows of course.
01:17If I want to fit the frame to the image, all I have to do is double click on one
01:21of the corner handles.
01:23That's all you need to do.
01:23Double click on it and poof, the frame expands to meet the image, which is pretty cool.
01:29It turns out that also works on text frames too.
01:32For example, I have this text in its own little text frame up on the pasteboard here.
01:36I can make the frame match the size of the text by double-clicking on a corner handle.
01:41Double click on it and there we go.
01:43It snaps to just the size of the text itself.
01:47So that's kind of cool.
01:48But in this case, I actually don't want this to be a really huge image on my page.
01:52I want to resize this frame down to something smaller, and then make the image
01:58fit the frame not the frame fit the image. Can I do that?
02:01Sure.
02:02I simply select that image, that graphic frame, go to the Object menu, go to the
02:07Fitting submenu and look at all these other options.
02:10Instead of Fit Frame to Content, I could choose Fit Content to Frame.
02:15In this case, the content that is the image itself gets squished into the frame itself.
02:22Unfortunately, it squishes it disproportionally in this case.
02:26It makes the width of the image match the width of the frame and the height of
02:30the image match the height of the frame.
02:32And so, this is actually disproportional.
02:34That is it's, in this case, probably squished down more vertically than it is horizontally.
02:39So it's kind of ugly. Let's not do that.
02:41Let's undo that.
02:42Go back to the Fitting menu.
02:43See if there is anything else we could use.
02:45How about Fit Content Proportionally?
02:48Now, Fit Content Proportionally is interesting, because it fits the entire
02:53image, inside the frame.
02:55It makes sure the whole image fits into that frame without any sticking out.
02:59On the other hand, unfortunately, it leaves this white space on the side.
03:03So if this were too wide, it would have left a white space on the bottom.
03:08But whatever the case, it does fit into the frame.
03:10But it's still not what I want for this particular layout.
03:13I'll undo that and go back to the Fitting submenu.
03:17This time I am just going to right- click or Ctrl+Click with a one-button mouse
03:21and choose Fitting from the context menu.
03:23Instead, it gives me the same sort of menu. Same features.
03:26And I am going to use this feature instead.
03:28This is the feature I like the most.
03:30Fill Frame Proportionally makes sure the image completely fills the frame even
03:35if some of the image is going to get cropped out.
03:38In this case, a little bit of the bottom of the image is getting cropped out.
03:41But that's okay, because it looks really good all in all.
03:44I should point out, just for the sake of completeness that you don't have to
03:47choose those out of any menu at all, because all of those features live up here
03:52in the Control panel as well.
03:53For example, fill Frame Proportionally is this first button up here.
03:57That's the one I use most often.
03:58There is Fit Content Proportionally and so on and so on.
04:01So you can just click on one of those buttons in the Control panel to do the same thing.
04:05Now, the cool thing is that whenever I apply one of these fitting options, it
04:09applies it not just to that image, but also to the frame.
04:13I've changed the behavior of the frame.
04:15So if I put any other image in here, you will automatically get the same scaling.
04:19For example, I'll go to the File menu, choose Place, make sure Replace Selected
04:24Item is turned on here.
04:26And then I'm going to pick another image, maybe this exotic_dancer image that I
04:29have already used on the page.
04:31Click Open and in it comes and it automatically scales it.
04:34It fits it to that frame.
04:36Now you can control that behavior a little bit by going back to the Fitting
04:40submenu and choosing Frame Fitting Options.
04:43This is where the behavior of the frame itself is being controlled.
04:47And you can see this it says fill Frame Proportionally.
04:50I could change this to any of the other frame fitting options if I want to.
04:54But fill Frame, like I said, is the one I use most often.
04:57Now there is another feature in here called the Align From feature.
05:00And this let's you tell InDesign which part of the image should be aligned to
05:04which part of the frame.
05:06In this case, you can see that the upper left corner of the image is being
05:10aligned to the upper left corner of the frame.
05:13But you can control that by choosing any of these other points on this little proxy here.
05:18But you can change that behavior by picking any of these other nodes.
05:21I am going to click OK here and resize this frame. What happens?
05:26Nothing.
05:26It just shows a little bit more of the image.
05:29That's kind of a hassle.
05:30I want the image to resize when I change the size of the frame. Can you do that?
05:35Sure.
05:36It's a new feature in InDesign CS5.
05:38I am going to undo that and I'm going to go back to Fitting, and I am going to
05:42go back to my Frame Fitting Options, and I am going to turn on this new
05:46checkbox called Auto-Fit.
05:47Auto-Fit is really cool, because it tells InDesign to reapply the Frame Fitting
05:52Options every time I change the size of the frame.
05:55So as soon as I drag this out larger, it fits it.
05:58Make it smaller, it fits it. It's that easy.
06:01Now you certainly don't have to make your images fill your frames or your
06:05frames fit your images.
06:07But it is often helpful, especially when trying to Layout a document or
06:11template quickly.
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Taking advantage of image transparency and clipping paths
00:01What if you need an array of an image to be transparent?
00:05For example, in this image with this sign in it, I want the whole image to be
00:08transparent except for this little arrow sign.
00:10I want to make this outside part go away.
00:13Now InDesign gives you two different options for doing this, Clipping Paths or Transparency.
00:19Let's take a look at clipping paths first.
00:21I'm going to select this image on my page, go to the Links panel and click on Edit Original.
00:26That opens this image inside Photoshop.
00:29If we look inside Photoshop's Paths panel, we see that there is a path called arrow path.
00:34I'll select that and then zoom in on part of this image.
00:37It's a little bit hard to see.
00:40I'll select it with a White Arrow tool.
00:42But you can see that there is a Bezier path drawn around this image.
00:46But how do I get that path into InDesign?
00:49Well, let's switch back to InDesign and then we go to the Object menu, choose
00:54Clipping Path and then choose Options.
00:57That clipping path is hiding inside this Photoshop file.
01:01It'll work with a TIFF file, a Photoshop file or a JPEG file.
01:04I can get it by choosing Photoshop Path from the Type pop-up menu, then choosing
01:09the name of my path from the Path pop-up menu.
01:12In this case, there's only one path, so it selected it for me automatically.
01:16Now, I'll click OK and you can see that path came in here.
01:20Let's zoom in here, so we can see this well.
01:23Because I have the Direct Selection tool selected in InDesign, the White Arrow
01:26tool, I can actually see the path and even edit the path here in InDesign.
01:31But I don't really want to do that.
01:32I'm just going to go back to the Selection tool, the Black Arrow tool.
01:36I can see that the path turned into transparency.
01:40The background completely disappeared.
01:43That said, there is two problems with clipping paths.
01:45The first is they are really a hassle to make, especially really complex
01:49clipping paths, it takes forever, I hate it.
01:52The second problem is it if I zoom really in close here, you see how the edge is
01:57very, very sharp, there is no way to make a clipping path a soft-edged.
02:01It's always very sharp.
02:03That might not show up so badly in this particular image, but in many images,
02:07that edge looks very artificial.
02:09So, those are the problems with clipping paths.
02:11So instead I usually like to use native transparency.
02:15Let me show you what I mean.
02:15I'm going to zoom back to fit the whole page in window with Command+0 or Ctrl+0 on Windows.
02:21I'm going to place a new image in here, deselect everything so it doesn't
02:25accidentally replace that.
02:26Deselect everything by clicking out here in the pasteboard and then File > Place.
02:30I'm going to choose my snowboarder.psd file.
02:34I'll click Open and it loads the Place cursor and I'll simple click-and-drag to
02:38place that in at this size.
02:41Now, this image has true transparency in it.
02:44Let's zoom in, so we can see.
02:46It's a little bit rough, so I want to make sure that View > Display Performance
02:50is set to High Quality Display.
02:52That way, I get the best quality image.
02:54I can really see the pixels in the image here.
02:56I can see that even little threads off this side here are showing up.
03:00Now, how did I make this transparency?
03:02I'm going to select that image, go to my Links panel and then click Edit Original.
03:07I'll open this one in Photoshop and you can see the transparency in this file is
03:12there because of the checkerboard.
03:14Checkerboard in Photoshop means transparent.
03:16If I look inside my Layers panel, I'll see that this layer is actual image.
03:21There is actually a blue background there, but there is a layer mask on top of it.
03:25I can turn my layer mask off by Shift+Clicking on the layer mask.
03:29You can see that this is actually a solid image, has a blue background, but
03:32when I add the layer mask by Shift+Clicking again, it turns into checkerboard transparency.
03:38So, InDesign can read that transparency and it makes it transparent in InDesign as well.
03:44I find it much easier to make transparency like with a layer mask in Photoshop
03:49than I do making a clipping path.
03:50It's much easier, much faster, typically, and it's much higher quality when it
03:54gets into InDesign, because it's true transparency, so it anti-aliases perfectly
03:59into the background.
04:00Now, in general, it's a good practice to put any kind of text frames on a higher
04:05layer than your image frame.
04:07So, it actually prints on top of the image.
04:09Now, I'll be talking about layers in a later chapter, but I do want to point out
04:13right here that in general it's a good practice to put any text frames on a
04:17higher layer than your image.
04:19So, the text will print on top of your transparency and not the other way around.
04:23In most cases, it will still work.
04:25It will still print out just fine, if the image is on top of the text.
04:29But on occasion, it can look as if the text near the transparency is kind of
04:34heaving up, getting bolder around the image.
04:37So, just to be safe, be sure to put the text on top if you can.
04:40Now, InDesign can read native transparency like this, from Photoshop PSD files,
04:46PDF files and even Adobe Illustrator files.
04:50Transparency effects like this are great.
04:52Just use them.
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Adding live captions
00:00One of the most frustrating aspects of laying out a document with a lot of
00:04images is managing all the captions, like copyrights or image titles.
00:09It's especially painful when you need to swap one image for another just before a deadline.
00:13But fortunately, InDesign CS5 has an amazing new feature that can automate this.
00:19Well, at least to some degree.
00:20The feature is called Live Captions.
00:22Let me shoe you how it works.
00:24I want to select this image on the right side of this page and zoom in to 200%
00:28with Command+2 or Ctrl+2 on Windows.
00:30I'm going to go up to the Object menu and down to the Captions submenu.
00:36Here, I will choose Generate Live Caption.
00:39There is my caption right underneath the image, Arial acrobatics - a
00:43pelican dives for fish.
00:45Somehow, it knew what that image was. Isn't that cool?
00:48Now when it did this, it actually put it in a new text frame.
00:52I'm going to make that text frame a little bit bigger.
00:54I'm going to apply some formatting from my Object Styles panel.
00:57I'll talk about Object Styles in a later chapter, but they're really easy.
01:01I'm just going to select that text frame, open the Object Styles panel and click
01:05on the caption box style.
01:07You can see that it formats that for me.
01:08It's just a little bit easier to read.
01:10That's why I did that.
01:12Now that was cool, but here is even cooler part.
01:15I'm going to select that image again and replace it with a new image.
01:18I'll press Command+D or Ctrl+D on Windows and I'll type in the first few
01:23letters of my name.
01:24I want this conservatory.jpg and I do want to replace the selected item with
01:28my conservatory image. There we go.
01:30I'm going to click Open, in comes the image and what happened to my caption? It updated.
01:35Ah! That's incredible!
01:37I love that!
01:38But wait, there's more.
01:39I'm going to select that text frame again and move it up.
01:43I'm moving it off this image on top of this image over here.
01:46Now, I'll pan down.
01:47You can see once again the caption updated.
01:50This is truly a live caption.
01:52But as I asked earlier, how did it do it?
01:55Where is that information coming from?
01:57Well, each of these images has been given some metadata, what's called XMP
02:02Metadata, and it was added in Adobe Bridge.
02:05You can add it in Bridge or in Photoshop.
02:07It's called File Info and every file can have its own file info.
02:11Once that file info is added in Bridge, InDesign can read it and put it into a text frame.
02:17Now, I should point out here that once I make one of these captions, I
02:21cannot edit this text.
02:23I'll double-click on this to switch to the Type tool and I will show you that I
02:26can't even select the text.
02:28If there is a chance that I will need to edit this text, it's better to use not
02:32a live caption, but a static caption.
02:34Let me show you what I mean.
02:36I'll press the Escape key to move back to the Selection tool.
02:38I'm going to move this one back down here.
02:40On this image, I'm going to add a static caption.
02:44Here's how you do it.
02:44Back to the Object menu, Captions, and I'm not going to generate a live caption,
02:49I'm going to generate a static caption. There we go!
02:53There is the same thing.
02:54I'll make it little bit bigger, add my caption object style, looking pretty good.
02:58It looks like the same thing, but if I double-click on this to switch to the
03:01Type tool, you'll see that it's actually editable text now.
03:05So, I can change it to anything I want, maybe I want to just remove all of that
03:08so it just has Coit Tower.
03:09So, that's the main difference between Static Captions and Live Captions.
03:14Now, let me show you how to tell InDesign what part of the Metadata to grab.
03:19I'll press Escape again to switch back to the Selection tool.
03:21I'll select the image.
03:23I'll go back to the Object menu.
03:25In Captions, I'm going to choose Caption Setup.
03:28Right now, the Caption Setup dialog box is set up to choose the Description
03:32Metadata, whatever is in the Description field of the Metadata.
03:36But I could change this to anything I want.
03:38For example, I'm going to pick Copyright.
03:40Just to be clear, the image has to be set up already from Photoshop or Bridge
03:44with the Copyright data.
03:45But in this case, the image is.
03:47I'm going to grab that Copyright data and I'm going to put it into my own caption.
03:51I'm going to actually type the word Copyright space, and then I'm going to put
03:56the Copyright data there.
03:58I'm not going to put it below the image.
04:00I'm going to put the Copyright data to the right of the image.
04:02It'll end up in the lower right corner of the image.
04:05I'm going to offset it a little bit, maybe just two points.
04:08In other words, I want my caption to be on the right side of the image, about
04:12two points away from the edge of this frame.
04:15When I make the caption, I'd like to apply a Paragraph Style called copyright.
04:20Again, I'll be covering paragraph styles in a later chapter, but for right now,
04:23in this document at least, you can see that I've created one called copyright.
04:27That's what's going to be applied to my caption.
04:29I'll click OK and it does not make a caption yet for me.
04:33That's a separate command, but I can right-click on this image, go down to
04:37Captions and choose Generate Live Caption.
04:40I'll zoom in on this even more, so you can really see it.
04:43There is my Copyright.
04:44There is the text I typed.
04:45There is the copyright information that came out of the Metadata for this image.
04:50Now, what happens if I drag that away from the image a little bit?
04:53Let me zoom back here, so you can really see this better.
04:55You'll see that it says <No intersecting link > because the caption no longer
05:00knows what it's talking about.
05:02You must have at least the edges touching the image for this to work.
05:06I can put it on top of the image or I can put it so that it's just
05:09barely touching the edge.
05:11But if the edge is touching, then the Caption knows that it's talking about this image.
05:15If I have to have it way out here for some reason, there is a way for me to tell
05:20this Caption that I'm talking about this image, and that is to select the
05:23Caption and then I'll Shift+Click on the image to select the image as well.
05:28Then I'm going to Shift+Click on the Caption down here, because I want that as
05:31part of my group too.
05:32Then I'll go to the Object menu and choose Group.
05:35When I do that, the caption updates.
05:37Because the caption says ooh!
05:38I'm part of a group, so I must be referring to the image in that group.
05:42It's as simple as that.
05:44When you're working on a deadline, you have to be efficient.
05:47Making these kinds of labels for images can save you an enormous amount of time
05:51and save you from a big headache if you need to make last-minute changes.
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Colorizing images
00:00Sometimes, you need to colorize an image, i.e., apply a color to an imported image.
00:05Now you can do this in InDesign, but there are three conditions.
00:09It must be a pixel-based image, i.e., no Illustrator vector files.
00:14The image must be saved in a grayscale mode.
00:17It can't already in color.
00:19Third, there cannot be any transparency in the image.
00:22So, it has to be a flattened, grayscale image, saved like a TIFF or a PSD file.
00:28Let me show you how it works.
00:29I've imported this image into the background of this order form and I'd like to colorize it.
00:34So, I'll select it with the Selection tool, go to the Swatches panel and click on a color.
00:40Does that look good to you?
00:41Because it sure doesn't look good to me.
00:43This is what most people do when they try and colorize an image.
00:46They select the graphic file and apply a color.
00:49Well, this actually fills that frame with a color and then puts the image into the color.
00:54It's hard to explain technically, but it's always ugly.
00:57It's just not a good thing.
00:58So, let me undo that, Command+Z, and instead let me show you the real trick for
01:04colorizing an image.
01:05I'm going to place my cursor over this image.
01:08Click on the content grabber in the middle.
01:11That selects the image not the frame.
01:14I could do the same thing by clicking on the image with the Direct Select tool.
01:18In either case, it selects the image inside the frame and now I can apply the color.
01:23I'll click on Spot Green and now every pixel in the image that was black is now green instead.
01:30That's the effect that most people want.
01:33It's a little bit too strong.
01:34So I'm going to ghost it back a little bit by coming up here to the Tint field
01:38and changing this from 100 % down to let's say 40%.
01:42Hit Enter or Return.
01:43That's looking much nicer.
01:45I have now colorized an image.
01:48I can't tell you how many people have emailed me, saying they can't figure out
01:51how to achieve this effect.
01:53Now you know, just use the Direct Selection tool or click on that Content
01:57Grabber to select the image inside the frame.
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Turning image layers on and off
00:01Not only can InDesign read the transparency in your images, it can even see the
00:05layers inside your files too.
00:07That means you can actually turn on and off layers in your files from within
00:11InDesign without ever going back to Photoshop or Illustrator. It's very cool.
00:16Here is how it works.
00:17In this file I have a very large image that takes up the entire background.
00:21I am going to select it and right click on it, choose Edit Original, and see
00:26what this looks in Photoshop.
00:28Here it is in Photoshop, and you can see in the Layers panel that I've a number of layers.
00:32I've got five different layers in this file, including a Title that has some
00:36effects on it, like a Drop Shadow.
00:37I have a hidden layer, which is this image with a bit of a glow around.
00:41I leave that hidden.
00:43I have got a ghosted back box, it's kind of white ghostly looking thing.
00:47And I have two different backgrounds.
00:49A background and an alternate background.
00:51So I have set up this file with all of these different layers in them.
00:55Now I am just going to close that and go back to InDesign.
00:58I won't save my changes that I've made there.
01:00I am just going to go back InDesign, and will see that I can turn on and off
01:04those layers from within in InDesign.
01:07Once it's selected, I go to the Object menu and choose Object Layer Options. Look at this.
01:14All the layers that we saw in Photoshop are listed here in the layers list.
01:18There is the title, the inlay coast image which is currently hidden, the
01:22ghost box, and so on.
01:24And because the Preview checkbox is turned on, I can actually turn these
01:28things on and off by clicking on that little eyeball, and see what it's going
01:31to look like in InDesign.
01:33I don't even need to have Photoshop running to do this.
01:36InDesign itself is smart enough to show and hide any of these layers.
01:40For example, we might want to change to the other background, the original
01:44background, looks good, click OK.
01:46And now when I print this document or make a PDF, I am going to get
01:50this background instead.
01:51Okay, I am going to open the Object Layer Options dialog box one more time,
01:55because I want to point out two other things.
01:57First, the Update Link Options, currently this is set to when updating link:
02:02Keep the Layer Visibility Overrides.
02:05Now this feature has to do with, what should InDesign do if the Photoshop file changes?
02:10Let's say somebody goes in and edits the Photoshop file, and it shows up as
02:13modified in InDesign's link panel.
02:16When you update it, InDesign needs to know what you want to be done with all of
02:21the changes that you've made in this Show Layers list.
02:24If you've turned layers on or off in here, what should happen to those changes?
02:28By default keep layer visibility overrides means that InDesign will remember
02:33what you did in this list.
02:35But if you changed this to Use Photoshop's Layer Visibility instead, then
02:39each time you update the modified file, it will throw away any changes that you've made here.
02:44So that option is up to you.
02:47I usually leave this set to the default.
02:48I want to keep my layer visibility overrides.
02:51Now the last thing I want to point out here is the layer comps.
02:54Photoshop has a feature called layer comps.
02:57It's actually a panel inside of Photoshop, and it lets you save different
03:01permutations of your file.
03:02For example, you can choose to have some layers on some layers off, and then
03:07save that in a little layer comp.
03:09You can also move things around your file.
03:11For example, move this title to a different place on the page and then save
03:15that in the layer comp.
03:16Now layer comps are a wonderful way to create a whole bunch of different
03:20images and store them all in a single PSD file, a single Photoshop file, it's really cool.
03:26Anyway, the important thing is that if you've done that, InDesign can read them.
03:31We can see all the layer comps that were stored in that Photoshop file here in
03:35this pop up menu, and we can choose one of those.
03:37For example I'll change this to Title lower left, and when I do that, InDesign
03:43turns on and off the layers to match the layer comp.
03:46I'll change another one to Title in center, and then I'll try third one, which
03:50is Title upper left.
03:52You can see if I move this out of the way that this has turned on and off
03:56different layers, and even moved the objects on the layers.
03:59The typed object, the image object, and so on and so on.
04:03So again, a great way to create a bunch of different comps, and then once they
04:08are in InDesign, I can choose which one I want.
04:11I'll go ahead and click OK here.
04:13There are so many great ways to use this feature.
04:16For example, you know I write a lot of computer books, right?
04:19They have a lot of before and after images.
04:21So now, instead of creating two different images, I just save a before and an
04:26after as two different layers in one file.
04:29I import that one file, I duplicate it, I change which layers are visible in each one.
04:34And so now I keep track of half the number of files that I use to, and it's much
04:39easier to go back and make changes when necessary.
04:42I just love this Object Layer Options feature.
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7. Formatting Objects
Selecting objects
00:00You've seen me selecting objects on pages throughout all the earlier movies.
00:04But let's take a moment to really look at the details of selecting objects,
00:08because there are so subtle and sometimes confusing aspects to this
00:12seemingly simple task.
00:14The basic method for selecting any object in InDesign is to use the Selection
00:18tool, otherwise known as the Black Arrow tool.
00:21The Selection tool lets you select objects or sometimes object inside of other objects.
00:26Let me show you what I mean.
00:28If I want to select this text frame, I hover the cursor over it, and you'll
00:32see that it highlights.
00:33A blue line goes around the frame.
00:35If I click on it, it becomes selected.
00:38I can see the corner and side handles around it.
00:41Now I can move it around my page on to pasteboard or whatever.
00:46If I place my cursor on top of an image frame, something slightly different happens.
00:51The frame gets highlighted, but I also see this little round thing in the
00:55middle, I call it the doughnut or the bagel.
00:58But technically it's called the Content Grabber, because it allows you to grab
01:02the content inside the frame.
01:04So if click out here, not on top of that content grabber.
01:08I select the frame itself that lets me move it.
01:11But if I come over here and click on the grabber, if I just click once, you'll
01:15see that something else gets selected, not the frame, but this big rectangle out
01:20here, that's the image, and that rectangle is the bounding box of the image.
01:24That is the outside edges of the image inside that frame.
01:28Now as I click and drag, I move the image inside the frame, it's
01:33completely separate.
01:34In order to get back to the frame itself, I could either click off of it or
01:38click on again, but that's kind of tedious.
01:40Instead just double click, double click switches to the frame.
01:45Now while we are in a double clicking mood, I should point out that double
01:49clicking again switches back to the content.
01:51So that's another way that you can move back and forth between the frame and the
01:54content, just double click.
01:56I'll come over here, and I'll click once, you can see it selects the frame,
02:00double click, and it selects the content, just as simple as that.
02:03Now one of the most important keyboard shortcuts that I can tell you is
02:07Command+Shift+A or Ctrl+Shift+A on Windows.
02:10And that means deselect all.
02:13If you want to use the slow menu way, you'd go up to the Edit menu and
02:16choose Deselect All.
02:18But again, I think that keyboard shortcut is going to be very important, and
02:21you'll why in future movies.
02:23So I really encourage you to get that one into your hands.
02:26Command+Shift+A, or Ctrl+ Shift+A to deselect all.
02:29That deselects everything on the page.
02:31The opposite of that is just Command+A or Ctrl+A to select everything on the spread.
02:37In InDesign you can only select objects on the current spread.
02:40You can't select things on two or more different spreads at the same time.
02:44So Command+A or Ctrl+A to select all.
02:47Command+Shift+A or Ctrl+Shift+A to deselect all.
02:50Now what happens if you have one object sitting on top of another object?
02:55I'll select this object here, and I can see this dash line around it, and the
02:59dash line is an indicator that this is more than one object that has been
03:04grouped together, and I'll be talking about grouping objects in a later chapter.
03:08But for right now, just understand that when you have a group of objects, they
03:12act like a single object in some ways.
03:14I can click on move it around in all of those objects move at the same time.
03:18But this group is on top of another frame.
03:21There is that big blue frame behind there.
03:24InDesign lets me click through an object to an object behind, if you hold on the
03:29Command key or Ctrl key on Windows and click.
03:32So I click once to select the top most object, and then Command or Ctrl click,
03:37and it actually clicks through that object to the object below.
03:41If there was an object behind that one I could Command or Ctrl click again, and
03:45it works through that blue frame, to whatever is behind it.
03:48In this case it's just those two frames, so I am going to stay there.
03:52Back on the subject of groups one more time, I want to point out that
03:56that double-clicking behavior that we saw earlier with images, also works with groups.
04:00I have come back here and I have selected this group, but now I am going to
04:03double click on the group, and you'll see what happens?
04:06It selects inside the group to one of the objects inside the group.
04:10I'll double click over here, and you can see that it selected this object once I
04:14have selected one of those, actually I don't even need to double click, because
04:18InDesign understands that I'm working inside that group.
04:21So I can select individual objects within the group.
04:23When I want to move back up to select the entire group, I press the Escape.
04:28Escape is a little shortcut in InDesign, which means move up a level.
04:32In other words, select whatever was containing this object.
04:35So when I hit Escape it selected the group that contained that little flower petal.
04:40If I hit Escape again, it selects another group, which was containing this
04:44whole flower image.
04:46So Escape is a great way to move up a level when you have objects in a group, or
04:51when they're nested.
04:52Shift+Escape does just the opposite.
04:54Shift+Escape moves down into selecting an individual object inside the group.
05:00So that's the same thing as double clicking on it, but you know me, I like
05:03keyboard shortcuts, so that's an important one to keep in mind.
05:06Same thing works with images as well.
05:08If I have an image selected, this graphic frame is selected here, if I press
05:13Shift+Escape, it selects inside the frame to select the image that's there.
05:18Press Escape, and it moves up a level and selects the frame itself.
05:21So now that you've got the hang of selecting objects in your documents,
05:26let's explore how to format those objects, starting with how to assign a
05:30fill or stroke color.
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Applying basic strokes and fills
00:01Need to set the color of an object?
00:02Well, do you want to color its background fill or its stroke, what some
00:06people call the border?
00:08InDesign, just like illustrator, lets you apply a fill or a stroke color to any
00:12object on your page, even text.
00:15The trick is managing the fill and stroke icons.
00:19To change the color of this frame, I'm first going to select it, and then I'm
00:22going to come up to the Control panel and look at the fill and stroke widgets up
00:27here in the Control panel.
00:28The one on top is fill.
00:30You can see is it's showing the current fill color for this frame.
00:33If I click on this little pop-up menu, you can see a list of all the color
00:37swatches in this document.
00:39And I'm going to be covering how to create new color swatches in a later chapter.
00:43But for right now, we're just going to stick with the color swatches that are listed here.
00:48To change this to a different color, I simply click on it.
00:51Now it's green, now it's dark blue, now it's back to the light blue again.
00:56I can also adjust the tint of the color.
00:59For example, if I do want that dark blue, but it's a little bit too dark, I can
01:03come up here and change my Tint field.
01:05I can either use the Tint slider, by clicking on that little pop-up menu there
01:09or type in the exact value I want.
01:12Like perhaps, I'll just say it's a 40% of that color.
01:15Click out here somewhere and it takes effect, or click out on the page somewhere
01:20and that little pop-up menu disappears entirely.
01:23To change the stroke or the border, I once again select the object, and
01:27this time I'm going to use the stroke pop-up menu, which is just below it
01:31in the Control panel.
01:32Right now, there is a red line through the icon, which means that there is no
01:35stroke at all, a None stroke.
01:38But we can change that by picking any other color.
01:40For example, maybe I'll pick this dark green.
01:42And it's hard to see that, but there is now a dark green border around here.
01:48The widgets in the Control panel are among the easiest ways to set the fill or
01:52stroke color of any object.
01:54But there are many other ways to set the fill and stroke color as well.
01:57For example, the Swatches panel.
01:59I'll come out here and click on Swatches in my dock, and you can see that I get
02:03exactly the same list of color swatches.
02:06When I want to apply a color using the Swatches panel, I must pay attention to
02:10this little tiny icon up here.
02:12It's actually two different icons, a fill icon and a stroke icon, and whichever
02:18one is on top will win.
02:20In other words, whichever one is on top is what I'm going to be changing the color of.
02:23Right now, the stroke icon is on top.
02:26If you squint, you can see that.
02:27So if I change the color, it will change the color of the stroke icon.
02:31I'll change it to Black. There we go.
02:32Now, I've got a black stroke around it.
02:34To change this to the fill icon being on top, I click on it, and that brings it to the top.
02:40So I can change the color to whatever I want.
02:42Now, it's bothering me that I can't see that stroke there.
02:45Suppose if I click off of here, you can see that it has a black think stroke around it.
02:49But I'd like that to be a really thicker, bolder stroke.
02:52So to do that, I'm going to, once again, select the object, because I need to
02:56select whatever object I want to change.
02:58And then I'm going to go back up to the Control panel and look at this object
03:02next to the fill and stroke widget.
03:04This widget here lets me control the width of the stroke and also the style of the stroke.
03:10So the Width currently is 1 point and I can choose a different value out of
03:14this pop-up menu here.
03:16If I want let's say 3 points, now, you can see it's getting a little thicker, or
03:19I could even type in my own value here.
03:22Maybe I want it to be exactly 3 mm instead.
03:25Hit Enter or Return.
03:26It does the math for me, the conversion to 8.5 points. There it goes.
03:30Now, I have a very strong thick 3 mm border around that frame.
03:35If I wanted it not to be solid, but to some other kind of style, I would choose
03:40something else from the pop-up menu down here.
03:42So you can see that I can get thick- thick or thick on the outside thin on the
03:46inside, or dotted lines.
03:48This is called Japanese dots.
03:50No idea why they call Japanese dots.
03:52I've never found anybody at Adobe who understands why they are called
03:54Japanese dots either. But there we go.
03:57There are all kinds of styles in here that you can play with.
03:59Let's go ahead and try this Thick-Thin, and you get the idea that it is a thick
04:03line on the outside, thin line on the inside, but the total width of the stroke
04:08is going to be just 8.5 points or the 3 mm that we typed in earlier.
04:12Okay, let's talk about a few other ways that you can apply colors to frames.
04:17I'm going to go back to my Swatches panel here and I just want to point out that
04:20I can drag and drop colors as well.
04:23This is kind of an interesting effect.
04:25Scroll down here until I get this dark green.
04:27I can drag this color out and drop it anyplace.
04:30If I drop it on top of the selected object, it changes that fill.
04:34If I drag it on top of something that's not selected, it changes that fill.
04:39So drag and drop is very handy, because you do not have to select the object first.
04:43It simply colors either the fill or the stroke.
04:46To change the stroke of something, I drag it out, and then drop it on top of
04:50the edge of the object.
04:52It's a little bit hard to tell there, but there is an edge versus the fill. I'll change that.
04:56Maybe you can see that it changed to blue instead of black.
05:00I can even drag and drop colors on top of table items.
05:03Like this table in the background.
05:05If I drag it on top of this table cell, it changes that one colored cell to a different color.
05:10So that's kind of handy too.
05:11You will notice that this is tinted, while this was not.
05:14That's because inside this table, it was specified as a tint.
05:18I'll cover tables in a later chapter.
05:20Now, if you are paying attention, you may have noticed that just above the
05:23Swatches panel, there is another panel called Color.
05:26Let me pick that one instead.
05:28The Color panel lets you choose localized color, what's called unnamed colors in your document.
05:33It's helpful when you want to just tweak a color a little bit.
05:37Although, you have to be a little bit careful when you are using the Color panel.
05:40I'll be explaining why that is and why unnamed colors can sometimes be dangerous
05:44later on in the chapter on Color.
05:46But for now, I just want to point out that there is a Color panel, and when
05:50you have an object that is colored selected on the page here, it gives you a tint stripe.
05:55So I can very quickly come in here and change the tint of this just by
05:58clicking in this Tint bar down here, or I'll hit the X key to flip the fill and stroke icons.
06:05I could've just clicked on it I suppose, and now you can see that I can change
06:08the tint of this as well.
06:10If I want to completely change the color to something different, I would have to
06:13change this Tint bar to a Color bar.
06:16And I can do that in the Color pop-up menu over here.
06:19I can choose Lab, CMYK or RGB.
06:22I'll pick CMYK, and you can see that I can pick any CMYK color I want now.
06:27I could make it Yellow.
06:28I could make it Red and so on.
06:31I could even dial in the values using the sliders or typing numbers in here.
06:37Now, if you have really messed up the colors for an object, you can always get
06:40back to the default color scheme, which is a 1 point black stroke with no fill
06:45by going down to the very bottom of the tool panel and clicking on this little
06:50tiny icon, and it takes you back to the default color of 1 point black stroke,
06:55no fill and now you're back in business.
06:57You can start colorizing it or leave like that.
06:59I've mentioned earlier that you can apply fills and strokes to text as well.
07:04It's just the same process as applying it to objects.
07:07But you need to select the text.
07:09So I'll use my Type tool, select this text here.
07:12I'll zoom into 200%, Command+2 or Ctrl+ 2 on Windows, and while it's selected, I
07:17can change its color, or in this case, I'll use the Swatches panel, I'll change
07:20this to something else, perhaps that Paper color.
07:23Paper is what InDesign calls white.
07:25So it's really a white color but it calls it Paper here.
07:29When I choose that and then deselect the text, you'll see that the text is now
07:33colored white or paper.
07:34Now, I'm going to select that one more time and you can see that I can stroke
07:37the text as well without having to convert it to outlines or anything crazy like that.
07:41I simply select the stroke icon and then pick a color.
07:45And it creates a 1-point stroke in that color.
07:49If that was too thick, I'll select it and then I go to the stroke panel, yet
07:54another panel that you need to pay attention to and I can change that to
07:57something smaller perhaps a 0. 5 point stroke. There we go.
08:01Now I've got a 0.5 point blue stroke around white text inside of a green frame. How about that?
08:07But that's not all.
08:08There is so much more you can do with fills and strokes including really
08:12fine-tuning your strokes in all kinds of ways and adjusting the transparency
08:16of these objects too.
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Using advanced strokes
00:01Want to fine-tune your strokes? No problem.
00:03While the Control panel lets you adjust the width and style of a stroke, for the
00:07ultimate stroke control, you need the strokes panel.
00:10I'm going to zoom in on this portion of the page, just so I can see the strokes
00:14up close and personal.
00:15I'm going to open the stroke panel over here in the dock.
00:19I'll select this little backward L- shaped object, because I'm going to
00:22change the stroke of that.
00:24Right now, we have a one-point white stroke, the paper colored stroke applied to
00:28that, and I'm going to make this thicker about five points.
00:31Now the stroke panel lets me do all kinds of things to strokes.
00:35For example, I could change the Type to Thick - Thick.
00:38So I have two equally thick lines in there with a gap running down the middle.
00:42That gap color is currently none. It's transparent.
00:45I can see through it.
00:47I can change that if I want to, to any other color in my Swatches panel by
00:51changing the Gap Color pop-up menu. Here it is.
00:54Right now, it's None.
00:55Let's change it something like green, this light green color.
00:58I can even change the Gap Tint of that color to something -- let's make it even
01:02lighter to a 50% green.
01:05So that's looking kind of interesting.
01:06Let's go ahead and add an arrowhead on the end of it.
01:09You can add an arrowhead by choosing from the Start and End pop-up menus.
01:14In this case, I want to put an arrowhead at the end, so I'll choose it out of
01:18the End pop-up menu.
01:19You have a number of different arrowheads to choose from.
01:22I'm just going to choose this Curved version. There it is.
01:25Now, it's looking a little bit too big there.
01:27I'd better make the weight smaller.
01:30The arrowhead size is based entirely on the weight of the stroke.
01:35I'll bring this down to three points.
01:36As you can see, the arrowhead got smaller too.
01:40I can add something different to the beginning of the stroke if I want to.
01:43There is a number of different options here, bars and more arrows and so on,
01:47let's just choose the Square just because kind of a wacky look.
01:51To look at some of the other features in the stroke panel, I'm going to zoom in
01:54even closer, so I can really see edge here, that corner.
01:59Right now, it's a very sharp edge.
02:01You might cut yourself on that corner if you get too close.
02:04I can change that by changing the Join value.
02:08Right now, it's the sharp-edge join, but if I click on the second one, you'll
02:12see that it changes to be a little bit softer, to soft edge, a rounded corner
02:16join, or a beveled corner join.
02:18Those are the three options you have inside of InDesign.
02:21Joins always have to do with sharp-edge corners.
02:24I'll use the rounded corner a little bit here.
02:27The other options in here, such as Align stroke are easier seen on a closed object.
02:32So I'll zoom out here just so we can see this object here.
02:36I'm going to double-click on to select the one petal of that leaf and zoom back in.
02:41Now this shape is actually a mathematical curve.
02:44It's a Bezier curve and I can see it by switching to the Direct Selection tool,
02:48the White Arrow tool.
02:50You can see that there's a mathematical curve there and then a stroke placed
02:54on top of that curve.
02:55Let's make this a little bit thicker, so you can really see the difference.
02:58There's three points.
02:59Now right now, the stroke is centered on the curve, but I can change that by
03:05changing the Align stroke buttons here.
03:08Right now, it's set to center, but I can set it to the inside of that curve or
03:12the outside of the curve.
03:14So you can see that you have a lot of control over all the different aspects of
03:18the strokes on your objects in InDesign.
03:20And you probably won't need the strokes panel for every job, but when you need
03:25it, it's really good to know that these features are all there.
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Adjusting transparency
00:00What's the number one, coolest, most amazing feature in InDesign? It's transparency.
00:06We've already looked at how InDesign can import images with transparency.
00:10Now, let's take a step further and look at how you can apply transparency
00:14effects to any object in InDesign.
00:16This layout is looking pretty nice, but I think it would look even nicer if I
00:20could make this green frame show the image behind it a little bit.
00:24To do that, I'm going to go up to the Control panel and look at the
00:28transparency widgets up here.
00:30Right now, this transparency widget, which I can tell, because it has a little
00:34checkerboard there, and checkerboard always means transparency, I'm going to
00:37change that from 100% to let's say 60%.
00:41Press Enter or Return and you can see that now I can see through the green.
00:45That's a little bit too much, so why don't I bump that up?
00:48I'll click on that little slider there.
00:49Bring it up to maybe 80% or something like that. There we go!
00:52That's looking a little bit better now.
00:54Now I can read the text and see through it all the way to the image behind it.
00:58I'm going to do the same thing to this white frame down at the bottom of
01:01the document page here. That's too white.
01:04I'd like to see through it a little bit and I'd change this to let's say maybe 50%.
01:07There we go.
01:09Now it just gives me a little bit of a ghosted back feeling.
01:11Now, it's nice that these features are here inside the Control panel, but the
01:16main control for doing transparency effects is the Effects panel, which you can
01:21find under the Window menu by choosing Effects.
01:25This frame at the bottom of the page is still selected, so that you can see that
01:28the object is at Normal blending Mode at 50%.
01:31Now, what do I mean by blending mode?
01:33Blending mode shows up in many of Adobe's applications, like Illustrator and
01:37Photoshop, and it gives me controls like Multiply, Screen and so on.
01:42Those can fine-tune the transparency effects in all kinds of ways.
01:46For example, I'll select this green frame back here and change it to Multiply,
01:51and you'll see that the effect is dramatic.
01:54It's multiplying the green into the background instead of screening it back.
01:59So let's try the Screen effect instead.
02:02I encourage you to just try these different blending modes to get the effect
02:05that you're looking for.
02:06I'm actually pretty happy with just the Normal blending Mode, in this case, so
02:10I'm going to leave this set back to Normal.
02:11Let me show you another example of what you can do with the Effects panel.
02:15I'm going to move this text frame down on top of this image over here.
02:19That looks fine except for one thing.
02:21I can't read the text.
02:23That's kind of a disaster.
02:24So here is an effect I use all the time, ghosting back the background, so that I
02:29can read the text, make it pop out a little bit.
02:32The first thing I need to do is set the background color to, well, let's say
02:35paper, something light.
02:36Well, that's a little too light, right?
02:39So I want to make it transparent, so I can still see the image through it a little bit.
02:43I'll close that pop-up menu just by clicking on the frame again, and I'm going
02:47to change the transparency in the Effects panel.
02:50But if I change the Opacity here from 100% down to let's say 60%, it makes the
02:56whole object transparent, the background and the text.
03:01That's not what I wanted.
03:03I want the text to stay full strength, but just the background to be ghosted back.
03:07So, undo that with Command+Z or Ctrl+Z on Windows, and instead take one extra
03:12step in the Effects panel.
03:14Instead of choosing the Object in this list, I'm going to choose the fill, and
03:19now any changes I make in the Effects panel will affect just the fill of this
03:23frame not the stroke.
03:25So let's go ahead and change the Opacity of this down to 50% and you can see
03:29that the fill got ghosted back, but not the text.
03:33It's actually too low for opacity, let's set this down to maybe 70%. There we go.
03:37That's looking a little bit better.
03:39Now, if I had a stroke of that image, I could do the same thing by clicking on stroke.
03:43So this would affect transparency effects on the stroke, but not the fill or the text.
03:49Another good example of when you need to pay attention to what's selected inside
03:52the Effects panel and what's selected on the page is when you want to change the
03:56transparency of an image, separate from its frame.
03:59So, for example, let's grab this group of images, and I'm going to select just
04:03one of these images in here by double-clicking on it.
04:06That selects that frame and then double-clicking again to select the
04:10image inside the frame.
04:12Now you can see the Effects panel changes so that I'm changing the transparency
04:17of this graphic, not the frame itself.
04:20If I change this to something like 50% opacity, you see that just that
04:24image changes, and if it had a frame or a fill or a stroke, it would not
04:28have been affected.
04:30Changing the opacity or blending mode of an object is cool, but it's just the
04:34beginning when it comes to InDesign's Transparency features.
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Adding drop shadows
00:00If you look carefully, in your InDesign User License it says somewhere around
00:05paragraph 28(c) that every InDesign, no matter how large or small, must contain
00:11at least one Drop Shadow.
00:13No, I am just kidding of course.
00:14But sometimes the way people use Drop Shadows, it does seem like it's in the contract.
00:19Everyone loves Drop Shadows because they give a sense of depth to a page.
00:22They make things pop.
00:24So let's see how you can add a Drop Shadow in InDesign.
00:27I am going to apply a Drop Shadow to this text right here.
00:30There are several ways you can do that, but the easiest way is to simply click
00:34on the Drop Shadow button in the Control panel.
00:36The problem with doing that is the Drop Shadow almost always looks terrible. It's too strong.
00:41It's too far away.
00:42I don't like that at all.
00:43So I am going to unclick that and instead you can Option+Click on it, or let me
00:48show you the other trick.
00:49Go to the Effects panel, choose what you want to apply the Drop Shadow to,
00:53either the whole object or some aspect of the object, and then click on the
00:58Effects icon here, which gives you a number of different options for which you
01:02can change your Transparency.
01:03In this case I am going to choose a Drop Shadow.
01:06That opens the Effects panel.
01:08This Effects panel lets me control the Drop Shadow.
01:12I am going to turn the Preview checkbox on so I can see what I am doing while I am working.
01:16I have a Drop Shadow applied to the object and I can set all kinds of options
01:21for this Drop Shadow.
01:22Its color, its opacity.
01:24I have got to make this a little not quite as strong, and change it down to 60%.
01:27That sort of brings it back a little bit, more realistic.
01:30I can change its Position.
01:31For example, its distance from the thing that's supposed to be casting the shadow.
01:35That's going to be a little bit too big, maybe I will change this down to like 3
01:38points, something like that.
01:40And I can also change the Angle.
01:42Watch what happens as I drag or click on this little Angle icon here.
01:47I could type a number in here or just click over here and now it looks that
01:51the light is coming from the lower left corner and casting the shadow up into the right.
01:56This lets me change the Size of that Drop Shadow.
02:00In other words, how blurry it's going to be.
02:02If I make a very small number, like 2 points, then it becomes a very strong shadow.
02:07If I make it really large, like a 9 point size, it makes it very blurry.
02:12That's how you control sort of the focus of it.
02:14I am going to make this smaller, again, maybe 3 points.
02:17Spread lets me control how strong the Drop Shadow is in a different way.
02:22Technically, Spread controls how far from the object out should the maximum
02:27opacity be and then it's going to fade off gently to nothing, right?
02:32Well, Spread lets me control how far out it should be at that maximum 60% opacity.
02:38So if I change this to something like 100% and I hit Tab, then it's at the
02:43maximum opacity, 60%, all the way out to the very edge.
02:47The entire size of the Drop Shadow.
02:50If I change it to 50% opacity, then it's going to be at 60%, all the way out to
02:56about halfway, and then it's going to drop off to 0.
02:58So that's how you can control the strength of your Drop Shadow in another way.
03:03And I almost always set it to 0, unless I am creating some kind of special effect.
03:07The last option I am going to choose here is Noise.
03:10Noise is a very, very important feature in Drop Shadows. Highly underrated.
03:14Almost everyone leaves it set to 0, and that's a mistake.
03:18Because 0% Noise means a very artificial looking Drop Shadow.
03:22You want to add a little bit of Noise, also called dithering, to your Drop Shadows.
03:28Just maybe 3 or 4%.
03:30That's all you need to break it up a little bit and make it more natural looking.
03:35If you are going to have a lot of different objects on your page that have the
03:38same Drop Shadow, it's a good idea to turn on the Use Global Light feature.
03:43That way you can synchronize all your Drop Shadows, so that if the Angle changes
03:48in one, it will change in all the other ones as well.
03:51I am going to drag this back down to where I had it, more or less.
03:54And it tells me that changing this value will reset it throughout the entire document.
03:58Be sure you want to have it set that way, and in this case we do, I will click
04:02OK, and click OK, and you can see that I have got the Drop Shadow here.
04:05Let's go ahead and apply Drop Shadows to some other objects on my page.
04:10Perhaps this object up here and this there and this there.
04:13Let's go ahead and apply the Drop Shadow to some other objects on the page,
04:16these three frames up here.
04:18Now, do I need to go through that same dialog box over and over again?
04:22No, if I want to copy an effect, like a Drop Shadow, from this object onto one
04:27of these, I simply select the object.
04:29In this case the text frame that I just made the Drop Shadow, go over to the
04:32Effects panel and see that little fx icon there.
04:36It's not just an icon that says hey, there's an effect applied here.
04:40It also lets me drag that icon around.
04:42For example, I can drag that icon on top of another object here and you can see
04:46that it applies a Drop Shadow.
04:48I will go ahead and apply it to this one as well, and this one over here,
04:51and this one over here. There we go.
04:53So I have applied that same Drop Shadow to multiple frames very quickly, just by
04:58dragging the Effects icon around.
05:00Now I want to change the Drop Shadow to something else.
05:03How do I edit a Drop Shadow?
05:04Just double click on the Effects icon, up comes the Effects panel and I can
05:08change it to -- in this case why don't I change the Global Angle for this.
05:12It's warning me that, yes, it's going to effect the entire document. That's fine.
05:16So I click OK, click OK, and you can see that the Drop Shadows change, not just
05:21here, but throughout the whole document.
05:23All these images change as well.
05:26The last thing I want to point out about Drop Shadows is that you have to be
05:29careful what you are applying them to.
05:30I will select this text frame here and apply a Drop Shadow.
05:34I will just go ahead and leave this set to the default values, and you can see
05:39that the Drop Shadow was applied to all the text inside.
05:42That's not what I wanted.
05:43That looks really ugly.
05:45So instead I wanted to apply it to the frame, not the text.
05:50The reason it's applying it to the text and not the frame is that I have no fill here.
05:56I look up in the Control panel and I can see the fill is set to None.
05:59But as soon as I choose any sort of opaque fill, like a Paper color, now it's
06:04going to apply the Drop Shadow to the whole object, to the fill and the
06:09stroke, not the text.
06:11The problem here is that I actually have some Transparency on the fill, so I can
06:16see the Drop Shadow through it.
06:18Well, I am going to have to fix that.
06:19I will go select the fill in the Effects panel and change the opacity back up to 100%.
06:24There we go.
06:25That's looking much better now.
06:26We have a fully opaque white frame and the Drop Shadow behind it.
06:31So Drop Shadows are cool, but there is no doubt that they can be overused
06:35and end up making your document look, well, a little hackneyed, so proceed
06:39with caution.
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Applying feathering
00:01One of the side effects of creating layouts on a computer is that everything is
00:05clean and the edges are sharp.
00:07Now, if that's the look you are going for, then great.
00:09But if you are trying to create a soft gentle look, then you might consider
00:12using the feathering transparency effects, which blur the edges of objects.
00:17InDesign has several different ways to Feather objects on a page.
00:21In this case, I want to feather the edge of this flower image.
00:25So I am going to zoom in a little bit with Command+Plus or Ctrl+Plus on
00:28Windows, and I am going to turn on the High Quality Display Mode from the View
00:33menu, because all the Transparency Effects look much better when High Quality
00:37Display Mode is on.
00:39I can find all my different transparency effects inside the Effects panel, so
00:43that's what I am going to do.
00:43I will go to the Effects panel and choose one of my Feathering Effects.
00:48You can see that I have three different options.
00:50Basic, Directional and Gradient Feather.
00:52I am going to start with Basic Feather.
00:54That opens up the Effects panel, which lets me change the Feathering for the entire object.
01:00In this case, I am going to set it much larger so you can really see the effect.
01:03I will change it to like 50 points here.
01:05And you can see that on all four sides of my image that was selected, have been Feathered.
01:10They sort of fade off to nothing on the sides.
01:13No matter which Feather Effect you use, it's a good idea to add a little bit of
01:17Noise, so it doesn't look so artificial.
01:19Maybe just 3 or 4% Noise.
01:21Actually, if you make this really big percentage, like way up in the 90% range,
01:26everything gets kind of grungy and pixelated.
01:28And some people like that effect.
01:29That's kind of a cool special effect, but for most people, they want just a
01:33little bit of Noise to break it up and make it look a little bit more natural.
01:37So that's what we are going to do here.
01:38So Basic Feather always Feathers all sides of an object.
01:42Let's look at a different kind Feather, Directional Feather.
01:45I will turn off the Basic Feather checkbox and turn on Directional Feather by clicking on it.
01:51Directional Feather lets me change the Feather, the fading out nature of this
01:55object on each of the four sides.
01:58For example, here I only want it to Feather off the top, so I will just change
02:02the Top field to, in this case, 50 points.
02:05Can you see how that works?
02:07It's fading off just on the top, but not on the left, right, or bottom of the image.
02:12But sometimes I need more control about how it fades off, exactly where
02:17it breaks, and so on.
02:18So in those instances I don't use Directional Feather, I use Gradient Feather.
02:23Gradient Feather is like the manual transmission of Feathering, because you can
02:27have lots of control over exactly where everything fades.
02:31You can see that to start with my Gradient Feather is going from fully opaque to
02:36fully Transparent left to right.
02:38That's because the Angle is set to 0.
02:40If I change this to 90 degrees instead, it's going to be Opaque at the bottom
02:44and Transparent at the top. Okay.
02:46That's great.
02:47Now let's change the Gradient Stops.
02:49We can see that the Black means fully Opaque and white means fully Transparent.
02:55And I can drag these sliders around to control exactly how much of the image is
02:59going to be Opaque before it starts fading out.
03:02I can also control how much of the image should be Transparent.
03:06So I can move this around a little bit to get just the effect I am looking for,
03:09and then I can also control the center point slider.
03:12The center point slider lets me change where the 50% mark is, where is it
03:17halfway Opaque, halfway Transparent.
03:19And so you can see you can really dial in just the effect you are looking for.
03:24I can even add additional Gradient Stops on here by just clicking in the bottom
03:28part of that Gradient Stop.
03:30And when I do that, I can change the opacity of each of these.
03:34Maybe I want it really Transparent here, and then to become really opaque again over here.
03:38So you get the idea, you can make bands of Transparency in anything on your page.
03:43Now I am going to click OK here, and I want to point out one more Feathering
03:47feature and that is the Gradient Feather tool in the tool panel.
03:51This lets me fine-tune my gradients even more, by clicking and dragging on my object.
03:57You can see that wherever I click, it becomes fully opaque and wherever I let it
04:01go, it becomes fully transparent.
04:03I will click on the upper right and drag down and you see that the whole
04:06thing flips around.
04:07Click in the bottom and move to the top and you can see that it flips around as well.
04:11So you can see, you can really make some amazing effects here, and remember,
04:15this works for anything on your InDesign page.
04:18We did this to an image frame, but you could do this to a text frame, a line,
04:22vector images, really anything.
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Copying formatting with the Eyedropper tool
00:01When you're laying out a document, you'll often find yourself needing to copy
00:04formatting from one place in a document to another.
00:07Paragraph styles and object styles are one way to copy formatting.
00:11I'll be talking about those in a later chapter, but sometimes, it's just faster
00:15to use the Eyedropper tool.
00:16Let me show you how it works.
00:18I'm going to zoom in on this part of this page and I want to copy the formatting
00:22from this heading to this heading over here.
00:26To do this with the Eyedropper tool, I'll first select it in the tool panel and
00:29then come over and click on the formatting I want to copy.
00:32Now, notice that before I click, I have a little white Eyedropper tool, and
00:37after I click, it changes to a black Eyedropper tool.
00:41That's to indicate that it's sucked up a little bit of a formatting, whatever I had clicked on.
00:45Now I'm going to come over here to what I want to apply the formatting to and I
00:50can either click or drag.
00:51In this case, I'm going to click, because I want to take all the paragraph
00:55formatting and apply it to this paragraph over here.
00:58Now how does the Eyedropper know what to copy, which formatting to copy and
01:02which to leave behind?
01:03I can control that by double- clicking on the Eyedropper tool.
01:07Then up comes the Eyedropper Options.
01:10Here you can see that I can choose from a lot of different kinds of options,
01:13object formatting and text formatting.
01:16For example, if I don't want to take the paragraph formatting but I do want to
01:20take the character formatting, I'll just turn that checkbox off.
01:24Click OK, and I'll try again.
01:26I'm going to select what I want to copy and then paste it on top of something.
01:31In this case, I'm just applying character formatting, not paragraph formatting.
01:35So I'm going to click-and-drag over an area.
01:39When I let go off the mouse button, you'll see that it's applied the character
01:43formatting to just the part of the text that I dragged over.
01:47This works on objects as well as text.
01:49So I'm going to zoom back Fit Spread in Window with Command+Option+0 or
01:53Ctrl+Alt+0 and I'm going to copy the formatting from this whole object over here
01:58to this object on the right side.
02:00I want those to have the same formatting.
02:02So I'll double click on the Eyedropper tool, make sure that I have everything
02:06selected, because I want to grab all of that.
02:08Although in this case I'm really only copying object formatting to start with.
02:11I'll click OK and pull in the formatting by just clicking on the background of this frame.
02:18Now that I've changed to the black Eyedropper tool, I'll come over here and
02:22click on the background here.
02:24Now, I do need to be a little bit careful when I do this.
02:26The cursor changes very subtly, depending where it is.
02:30If I move the cursor near the text, I get a little cursor that has an I-beam in it.
02:34That means I'm going to be applying my formatting to the text.
02:38But if I come over here to the right, here I'm just going to be applying it to
02:42the frame, not just the text inside the frame.
02:45I'll click and you can see that it grabbed that whole formatting, the gradient,
02:50the color and so on, and applied it over here.
02:53So that's very handy.
02:54Now, I'm going to do the same thing to the text.
02:56I'm going to reload my cursor, not with the formatting from the background
03:01frame, but with the formatting from that text in there.
03:05So to do that, to reload the Eyedropper, I'm going to hold on the Option or Alt
03:09key, and as long as I'm holding that down, it changes to the White Eyedropper.
03:14I'll click on that heading, come over here and click on the FactFile on this
03:18side and you can see that it copied the formatting.
03:21Come over here and Option+Click or Alt+Click on the formatting of this paragraph.
03:25Then I'm just going to click-and- drag over all of this text, and you can
03:28see that it applied it.
03:29I didn't quite get all the text, because some of it had been overset.
03:32So I'll just keep doing this until I get all the text in that story.
03:36Now, notice that in these examples, nothing has been selected on my page.
03:41If I do have something selected, the Eyedropper works slightly differently.
03:45For example, I'll use the Black Arrow Selection tool to select this object on
03:50the right side of the page here, because I want to make that to have the same
03:54formatting as this one on the left page.
03:56So first I select the object, then I use the Eyedropper tool.
04:00Now, I'm going to be a little clever here by holding down the I key.
04:04As long as I hold that down, I'm getting the Eyedropper as a little springy
04:08shortcut, and I'm going to click on the frame that I want to copy.
04:12As soon as I do that, it copies the formatting to everything that was
04:16selected on my page.
04:17Then I let go off the I key and it switches back to my original tool.
04:22The Eyedropper tool is great for the quick formatting pickup from here to there,
04:26but honestly, if you need to apply a lot of formatting throughout a document,
04:29styles are a much better way to go.
04:31And as I said, I'll explore those in a later chapter.
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Finding and changing object formatting
00:01When I am working on designing or laying out a document, I don't want to be
00:04bothered by mind numbing tasks.
00:07For example, can you imagine working on a big document and then your client or
00:10your art director says something like, Hey, can you make all of these gray lines green?
00:16This kind of thing would make me scream.
00:18If I didn't have a Find/ Change feature to do it for me.
00:21But I do and it lives just where you'd expect, in the Find/Change dialog box.
00:26I'll go to the Edit menu, choose Find/ Change and here in the Text tab of the
00:30Find/Change dialog box, I can find and change text and text formatting.
00:35I don't want that, I want Object Formatting.
00:38So I am going to click on the Object tab and now I can dial in exactly what I
00:43want to find and exactly what I want to change it to.
00:46To change those values I can click anywhere inside this little blank area.
00:51I could also click on that little tiny button if you want to, but basically I
00:54just click anywhere in this blank area and up comes the Find Object
00:58Formatting Options dialog box.
01:00Now I can choose just about any kind of object formatting that you could imagine in here.
01:04But in this case, I simply want to start with, I am going to look for a gray stroke.
01:09So I am going to choose Gray out of my list of color swatches here and it loads
01:13it in as my swatch here and then click OK.
01:17To change it to something different, I click anywhere in the blank area down
01:21here, up comes the Change Object Format Options dialog box and I can tell it
01:25what I wanted to change to.
01:27it's finding anything with a gray stroke and it's going to replace it with, in
01:32this case something with a dark green stroke.
01:35Now I can also specify other formatting other than stroke here.
01:38For example, I could say make it 50% Tint or perhaps come over here and apply a
01:44different Fill to all of these objects as well.
01:47But in this case, I don't wanted to do those things, I just wanted to change the
01:50color of the stroke.
01:51So I'm going to deselect those things by here choosing Any Swatch and that sets
01:57it back this Question Mark icon and I'll go back to Stroke and I'll remove 50%
02:02simply by deleting it.
02:04Now it's blank, so it means don't change it.
02:07I click OK and you can see that the Find/Change dialog box now lists exactly
02:12what's going to happen.
02:13Find everything that has stroke color of gray and Change it to a stroke color of dark green.
02:18Of course, InDesign gives me even more controls than that.
02:22I could tell it what to search.
02:23For example, here it's going to search just this Document.
02:26If I change it to All Documents, it'll search and replace in all open documents.
02:31In this case, I just wanted to change this one document.
02:33I can also determine which kind of objects should it search for, All Frames or
02:39just Text Frames, Graphic Frames or Unassigned Frames.
02:42I am going to tell it to search for everything.
02:44And then finally, I want to pay attention to these little buttons along the bottom.
02:48I always have to place my cursor over them so I can get that little tool-tip to
02:51figure out what those things mean.
02:53This one here means Include Master Pages, and that is something I want to
02:58do because I happen to know that on my master page I have some of those gray objects.
03:03So I am going to have that one on.
03:05Let's go try it out.
03:06I'll click Change All and it goes through and it says it found 14 objects and it
03:10made 14 replacements. Sounds great.
03:13When I click OK, you can see that all of those gray lines are now green.
03:18Now if I also want to go back and change the object that have gray fills to
03:21green, I would have to do that as a second Find/Change operation.
03:25So I'll click up here.
03:26I'll say, I don't care what kind of stroke it is, but I do care about what kind of Fill.
03:32I want it to be a gray fill, click OK, come down here and change the Object Formatting.
03:38I don't care about the Stroke, so I am going to set that to Any Swatch.
03:42I am just clicking in this little icon up here, and you can see that that
03:45changes the pane that I'm looking at, just a little shortcut there.
03:48I am going to make this be dark green as well, so I'm filling with dark green.
03:53Click OK, and you can see that it is filling, it's finding Object Format with a
03:58fill color of gray and change Object Format with -- Oh!
04:02My Goodness, I changed all kinds of stuff in here, something must have
04:04gone terribly wrong.
04:05Well, I can clear all of this out by clicking on the little Trashcan icon here,
04:11that I want to start over from scratch.
04:13So I cleared that out and I'll try one more time, Fill with dark green.
04:19Now it's going to find gray, replace with dark green, only fills, All Frames on Master Pages.
04:24Try it out.
04:2578 objects found and replaced, I love that feature.
04:30I happened to know a bunch of the people on the InDesign engineering team and
04:34they all say the same thing.
04:35Their aim is take these mind numbing painful tasks and make them easy and
04:40automated, so you can focus on what you do best, making great looking pages.
04:45This Find/Change feature is a great example of how they are succeeding.
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Making polygons and starbursts
00:01I'd like to put a starburst on this cover, kind of spice things up a little bit.
00:05But there's no Starburst tool in InDesign.
00:08There is, however, the Polygon tools.
00:11Now the Polygon tools are a little bit weird because typically when you start
00:15dragging them out, all you get is a hexagon and who needs a hexagon?
00:19I don't know why they put that in there.
00:21I want a starburst and I can turn my hexagon into one if I know a few tricks.
00:27I'll press Delete key to make that go away and I am going to double-click on the Polygon tool.
00:32That opens the Polygon Settings and here is where the magic happens.
00:36I can choose the Number of Sides, for example, maybe a 20-sided polygon and
00:41click OK, and start dragging and all of a sudden you see I have got something with it.
00:45It looks almost like a circle but there is 20 sides around that thing.
00:49Let me delete that and do it again, double-click opens it up.
00:52It remembers that I wanted 20 sides, but this time I'm going to change the Star Inset.
00:58If this is set to anything other than zero, for example 20%, click OK, then
01:04InDesign doubles the number of points.
01:06So I actually have 40 points on this object and every other point is inset slightly.
01:11In this case 20% in from the outside to the center point.
01:16So I start to get my starburst, looks pretty good.
01:19Now once I make a starburst I might want to change it.
01:22Maybe I want to change the Inset slightly.
01:25The trick to doing that is to have it selected on my page and then double-click
01:29on the Polygon tool.
01:31Up comes the Polygon Settings, but this not only changes all the polygons I am
01:35going to be creating from here on out, but it also changes any polygons that I
01:39have selected on my page right now.
01:41So let's change this to maybe 18 sides, but a larger Inset. There we go.
01:45Okay, here's one more trick that you should know about when making polygons.
01:51Now I am going to create another starburst, but this time I want to show you
01:54what happens when you hold down different Modifier keys.
01:57For example, if I hold down the Shift key it constrains it to a square.
02:02That is the height and width are the same.
02:04So it could fit into a square or fit into a circle, however, you want to say that.
02:08Instead of the Shift key I am going to show you what happens if I press the Arrow keys.
02:12If press the Up arrow key, it starts to turn into a grid of starburst.
02:17I'll press that a couple of times and then I'll press the right arrow a couple
02:20of times and you can see that now I am making nine starbursts at the same time.
02:24I'll hold down the Shift key and so they are now all made in a perfect grid,
02:29perfectly square size as it were.
02:32So that's kind of interesting, although, I'm not sure why you'd want do it but
02:35it's kind of interesting that you can.
02:36But let me show you another modifier trick, which is going to be a little bit more useful.
02:41Press the Delete key and I'm going to start dragging out again and this time
02:45instead of pressing the arrow keys first, I am going to press the Spacebar.
02:50Now this is a strange, very obscure trick but its good one to know.
02:54I'll press the Spacebar once and when I do that the arrow keys now mean add points.
03:01Up arrow key means add points, the Down arrow key means reduce the number of
03:05points and the Left and Right arrow keys mean change the amount of the inset.
03:10So I am pressing the Right arrow to increase the Inset the left arrow to
03:14decrease the inset, but those arrow keys will only work after I press the Spacebar once.
03:20That's pretty strange.
03:21But that's how it works.
03:23Dragging things out, press the Spacebar and then if I want to change the number
03:27of points or inset on the fly, use the Arrow keys.
03:30Let go and now it's created.
03:33Granted a fancy starburst might be out of place if you're laying out a scholarly
03:37scientific journal, but a cool 20 sided icosagon or one of these amazing
03:42starbursts like this might be perfect if you want to make a big splash.
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8. Interactive Documents
Making interactive documents
00:00InDesign is a layout application but notice that I didn't say what kind of layout.
00:05Most people use it to layout print documents but you can use it for interactive
00:09on-screen documents just as easily because it offers a wide range of
00:13interactive features.
00:14For example, this document has buttons, animations, sound, movies, and more.
00:19Now these days it's not about print or on-screen documents.
00:23It's all about print and on-screen.
00:26You simply have to know at least a little bit about both worlds.
00:29That said, creating interactive documents is a vast topic.
00:34In this chapter, I'm going to touch on the essentials and then after you get
00:38these under your belt, consider watching Michael Ninness' Interactive Documents
00:42title in the Online Training Library.
00:44You'll be glad you did.
00:45But before I go any further, I want to point out that when I talk about building
00:49interactive documents, I mean interactive PDF or SWF documents.
00:55Things like movies and buttons don't really do that much on your document
00:58page itself, but fortunately, you can view your interactivity inside the Preview panel.
01:04Let me show you.
01:05InDesign has a workspace called Interactive.
01:08So I'm going to choose that out of my application bar and open the Preview panel.
01:12Now I'm going to tell InDesign to preview this document by clicking on the Play
01:16button in the lower-left corner.
01:18InDesign literally exports my spread as a SWF file and then loads that Flash
01:23SWF into this panel.
01:24Did you see that little animation there?
01:26That is one thing that's animated on my page.
01:29But this document has all kinds of interactivity.
01:31It has buttons with rollovers. It has a movie.
01:42It even has hyperlinks.
01:44Once you get your file working the way you want it and it previews correctly,
01:47you can export it out as a PDF and open in Acrobat or export a SWF and open it
01:53in Flash Player or your web browser.
01:55I'll show you how to do those things in the chapter on exporting.
01:59Okay, first, let's look at how to build the most basic interactive element
02:03of all, a hyperlink.
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Adding hyperlinks
00:01Hyperlinks are essentially buttons.
00:03They're hot areas that you can click that take you somewhere.
00:06Maybe they take you to a web address or maybe they send an email or take you to
00:10a different place in your document.
00:12Now, you can apply a hyperlink to either text or an object in InDesign.
00:16Let me show you how.
00:18First I'm going to zoom-in on this orange frame and I'm going to add a
00:21hyperlink to this word, Moo!
00:23It seems like an easy one to add one to.
00:27To make a hyperlink, I need the Hyperlinks panel and I can find the
00:30Hyperlinks panel by choosing the Interactive workspace from either the
00:35application bar or Window > Workspace.
00:39When I have the Interactive workspace open, it's easy to find the Hyperlink panel.
00:43It's right here.
00:44It looks like a little abc with a finger pointing at it.
00:47Now to make this into a hyperlink, I choose New Hyperlink from the
00:51Hyperlink panel menu.
00:54There are various kinds of hyperlinks I can make here, including a URL, file,
00:58email, a page link and so on but in this case, I'm just going to stick with the
01:03URL because I'm going to make this go to moo.com.
01:07Now InDesign gives me this cryptic checkbox, Shared Hyperlink Destination.
01:12You want that turned on if you're going to be using this link a lot of times in your document.
01:18But in this case, the link only shows up once in my document so I'm going to turn it off.
01:23I want to encourage you to leave this checkbox off most of the time unless
01:27you're making a hyperlink that's going to be used over and over again in your
01:30document. Leave it turned off or else you're going to find yourself working with
01:34a bloated document and it's going to slow you down.
01:36Now InDesign gives me a couple of other options here including the option to
01:40apply a character style to whatever text is being selected here.
01:44I like that so I've turned it on and I chose a character style out of this pop-up menu.
01:49I cover character styles in a later chapter but I'll tell you now that
01:53this character style that I've made is making the text italic and making a blue underline.
01:59That way it pops off the page to my viewer as a hyperlink, as something that I can click on.
02:04The last item here is Appearance and this is kind of a silly one in my opinion
02:08because there's really two options.
02:10There's Invisible and Visible Rectangle and if you choose Visible Rectangle,
02:14you'll get a really, really ugly visible rectangle around your hyperlinks and
02:19everyone will scratch their head and wonder why you chose this incredibly
02:22dorky looking rectangle.
02:23So I do not recommend doing that.
02:25I always use Invisible Rectangle and that's what I recommend you do too.
02:30Okay, I'm going to click OK and you can see that I have applied a hyperlink here.
02:35It looks like a hyperlink because I've applied that character style but I can
02:38also see it's a hyperlink because down at the bottom of the Hyperlinks panel,
02:42I can see it says Moo!
02:45That's the text that was selected so that's what it calls it here in
02:48the Hyperlinks panel.
02:49If I hover my cursor over it, I get a little tooltip that shows me what it's
02:54actually pointing to, that moo.com address.
02:57You also will notice that there's a URL item here, there's a little field here
03:01that you can use to type in your own URL.
03:03For example, I can select the word California, come over here and type in,
03:08so I'll make sure that the http:// is there and then I'll just type
03:13http://california.gov.
03:15The problem with doing it this way, and I'll hit Return or Enter to make it turn
03:19into a hyperlink, but the problem with doing it this way is that I don't get the
03:24option to set a character style and I don't get the option to make it a shared
03:28hyperlink destination or not.
03:29It always turns into a shared hyperlink destination.
03:33So because I don't like using that very much, I tend not to use this Hyperlink
03:37panel very much, but again, that's up to you.
03:40Now what should I do when I see a hyperlink like this where the URL is actually
03:44typed out in the document.
03:46Well, it turns out that those links are actually even easier to make.
03:51I'll deselect that and show you how.
03:53I'll go to the Hyperlinks panel and choose from the panel menu, Convert URLs to Hyperlinks.
04:00Up comes this dialog box, which is kind of like a Find/Change dialog box actually.
04:04It lets me search my document or this one story, if I have a story selected.
04:10It lets me apply a hyperlink to all the URLs it finds.
04:13I'm going to tell it to apply the hyperlink style and then I can either choose
04:17Find and then convert one at a time or in this case I'm feeling kind of
04:22trusting so I'm just going to click Convert All.
04:25It found 7 instances of URLs in my document so I click OK and then Done and you
04:30can see that it made the hyperlinks for me.
04:33Now, let's go ahead and make one more kind of hyperlink.
04:36I'll zoom back to fit the page in the window with Command+0 or Ctrl+0 on
04:40Windows, hit Escape to switch to the Selection tool, and I'm going to select this
04:45image, this graphic frame here with a lemon in it.
04:49As I said, I can apply hyperlinks both to text and also objects on my page.
04:54To do this, I apply a hyperlink to this object just the way I did it to text.
04:58I'll go to the Hyperlinks panel, choose New Hyperlink and then type in the URL,
05:03if I were going to go into a URL, right here.
05:05In this case, I'm going to go to a page instead.
05:08I'm going to tell it to go to Page 8 of this document.
05:11If I had more than one document open here, it would give me a choice of
05:14which document I wanted to link to but in this case, I'm just going to Page 8 of
05:18this particular document.
05:19I'll click OK and it makes the link for me.
05:23Of course, if I later decide that I don't want that hyperlink anymore,
05:27I simply choose it in the Hyperlinks panel and click on the little trashcan in
05:31the lower right corner.
05:32It ask me if I want to remove the selected hyperlinks and yes, of course, I do.
05:36If there's any chance your documents will be read on screen, you owe it to
05:40yourself and your readers to create hyperlinks that help them navigate your
05:44document or jump to other resources.
05:47In the next movie, we'll take a look at a second form of navigation, bookmarks.
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Building bookmarks
00:01Any PDF document longer than a few pages that's meant to be read on-screen needs bookmarks.
00:06These let your readers jump directly to the section of the document that they
00:09want to read, and pretty much all PDF readers can show bookmarks, including
00:14Adobe Acrobat, of course.
00:16Note that bookmarks are a PDF feature.
00:18This is not applicable for SWF files.
00:21We don't have any bookmarks in this document yet, so let's go create them.
00:24To make a bookmark, I need the Bookmarks panel.
00:27So I'll go to the Window menu, choose Interactive and then Bookmarks. There it is.
00:33It was docked over on this side of the screen.
00:35This is empty right now, so I'm going to create a new bookmark and I'll start at
00:39the beginning of my document by clicking on the first page button way over in
00:43the lower-left corner of my document screen.
00:46Now I'm going to create a new bookmark by clicking on the New Bookmark button at
00:51the bottom of the Bookmarks panel.
00:53It makes a bookmark that's immediately tied to whatever page I'm looking at,
00:57iIn this case, Page 1, and it also highlights it in the Bookmarks panel ready
01:02for me to type a name.
01:04I'll just type the name Cover.
01:05Let's make that a capital C, there we go.
01:08Cover. Then you can type Enter or I'll click down here in the blank area of the
01:12Bookmarks panel to make it take effect.
01:15Now, I'll go to the next page with a Shift+ Page Down and I'll make another bookmark.
01:20Click New Bookmark and then I'll say this is Explore California, there we go.
01:28Click over here and it made another bookmark.
01:30Now if you have a large document, this is obviously going to take a long time.
01:35Fortunately, InDesign can make a whole bunch of bookmarks for you when you make
01:40a table of contents.
01:41I've covered the details of making the table of contents in another of
01:44my lynda.com titles.
01:46So I'm not going to go into all the details too much here.
01:49I'll just go ahead and make a table of contents.
01:51I'll go to the Layout menu, choose Table of Contents and I can see that I'm
01:56going to make one based on a heading, the head1 paragraph style in my document,
02:00and here's the key. Here's the trick. Create PDF Bookmarks.
02:04That's what I want.
02:04I'm going to turn that on.
02:06Now when I click OK, it goes through and updates my table of contents that I
02:10had in this document.
02:12So I'll click OK and now look at all my bookmarks.
02:15It did all of that for me.
02:17Of course, it also duplicated one of the bookmarks that I already made.
02:20So I'm going to go ahead and select that and then delete it.
02:23So now I don't need that bookmark, there we go.
02:26I have my cover, plus all the different bookmarks that it made for me.
02:31Sometimes depending on the document, you might find that some of you
02:34bookmarks are out of order.
02:35Well, you can rearrange these any way you want simply by dragging them up or down.
02:41Now the cool thing about bookmarks in InDesign is that they work in your
02:44InDesign document as well as in your exported PDF.
02:48Here's what I mean. All I have to do is double-click on the words Nature Watch
02:52and it takes me right to that page.
02:55That means bookmarks are great for navigating your files, especially really long ones.
03:00Now, when I export this as a PDF, my bookmarks will appear in that file as well.
03:05This document is big, so it takes a while to export as a PDF.
03:09So I've gone ahead and done that already and I'll show it to you in Acrobat.
03:13Here's the PDF file that was exported and we can see in the Bookmarks tab of the PDF,
03:18all of the bookmarks that I've made.
03:21Simply click on one of them and it takes you right to that page.
03:24And you might notice this white frame that's sitting down in the lower-left
03:28corner of each of these spreads.
03:29That's there because in the next movie, we are going to be converting that into
03:33a button and showing how you can put an interactive table of contents in there.
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Creating buttons
00:01If I asked you what kind of frames InDesign had,
00:03you'd probably answer text frames and graphic frames, maybe unassigned frames
00:08that don't have anything in them.
00:09But InDesign has another kind of frame too that most folks don't know about.
00:14Button frames, usually just called buttons.
00:16And buttons are only useful when you're making interactive PDF files or SWF files,
00:21but they can do all kinds of things like jump to another page, play a
00:25movie, or even hide or show other objects on the page.
00:28I have my interactive catalog open here, and I'm going to show you how to make
00:31two different kinds of buttons.
00:33The first one is going to be down here on this video.
00:37Now that image of a flower is not a static image.
00:39It's actually a Flash movie and I've imported it just the way I'd import any
00:43other kind of image.
00:44I just went to the File menu, chose Place, grabbed it, positioned it, and so on.
00:48It's as easy as that.
00:50But I want to have a button start to play the movie, and this is going to be that button.
00:55So I select it on my page, and to turn it into a button, I need the Buttons panel.
01:00Because I'm in the Interactive workspace right now, the Buttons panel is showing
01:04up here in the dock.
01:05So I'll simply click on its tile to open it.
01:08Now, here is how hard it is to make a button.
01:10You just select your object and click on this button at the bottom of the Buttons panel.
01:15That's it. Now it's a button.
01:17That button doesn't do anything yet, but it at least is now a button.
01:20I want to give it a name up here in the Name field, something descriptive
01:24like play video button.
01:26That's what I'll call it, and I'm going to give it an action.
01:29First, I need to specify what is going to trigger the action.
01:33In this case, the event is going to be On Release.
01:36On Release means when the user lets go of the mouse button. You click down and
01:41then you click up, and click up means On Release.
01:43The action is going to be something from the Actions pop-up menu, and there are
01:47all kinds of things buttons can do.
01:50In this case, I'm going to do something with video.
01:52So I'll choose Video out of here, and you'll see that the Buttons panel expands
01:56to give me more options.
01:58First, I need to choose which video in my document I want to do something to.
02:02There's only one movie.
02:03So this is really easy.
02:04I'll just select that.
02:05And then I need to say, what do I want to do to that movie?
02:08Do I want to play it, stop it, pause and so on?
02:11I'm going to play it. That's it.
02:13I'm done.
02:14I have a button that's going to play that movie.
02:18It's as simple as that.
02:19Let's go ahead and look at another button.
02:21I'm going to zoom back to Fit Page in Window with Command+Option+0, Ctrl+Alt+0.
02:26Actually that will fit the whole spread in the window, and I would like to make
02:30my interactive table of contents appear and disappear with some buttons.
02:34Now, these objects are on a master page.
02:37I can tell that because there is a dotted line around everything.
02:40So I'm going to jump to my master page by pressing Command+J or Ctrl+J on
02:44Windows and then hit A and then Enter or Return to press the OK button. Okay.
02:50Here's my master page.
02:52Let's go ahead and zoom in here so we can see this better.
02:54Now, I've gone ahead and made most of these objects buttons already.
02:58You can see that just by selecting them.
03:00I clicked on Golden Gate and you can see that it's a button in the Buttons panel.
03:04The reason these are buttons is because they actually take you somewhere.
03:08Each of these is going to go to a destination.
03:11I've also made a button out of this object up here.
03:14This one is going to close my interactive table of contents.
03:18But I haven't yet made this object into a button.
03:20This is the semi-transparent white background, which makes my table of
03:24contents look better.
03:26In order to show or hide any object on the page, you must make it a button.
03:30So I'm going to select that, click on Make a Button, and then I'm going to say
03:34this is the white frame behind toc.
03:38You can call it anything you want.
03:40And it's not going to actually do anything.
03:42It's just going to sit there behind everything else.
03:45But in order to control something in an interactive document, you must make it a button.
03:50So once you make it a button, I can tell InDesign to show it or hide it.
03:54Now, there is one more thing I need to do to this button.
03:57And that is turn on the Hidden Until Triggered checkbox.
04:01When you turn that on you are telling InDesign to hide this at first.
04:05Make it hidden so nobody can see it until it's specifically turned on.
04:09So I'm going to now do that.
04:11I'm going to make a button to make that visible.
04:14I'll do that on this object down here, the Contents object.
04:18I'll turn this into a button.
04:19I'll give it a name.
04:21I'll call it show TOC, and I'm going to make it do something.
04:26And the thing it's going to do is Show/Hide Buttons.
04:31Now, which buttons should it show?
04:32It should show all of these buttons here, even the Close button.
04:36So I need to tell it to do that.
04:38I'm going to click on the Close button and then click on that little X next to it,
04:43and that turns on the eyeball.
04:46That means make it visible.
04:48I'll scroll down this list a little bit, and I see a whole bunch of buttons, all
04:52of these buttons in here that I've made already.
04:54I'm going to grab all of those by clicking on the first one and then
04:58Shift+Clicking on the last one.
05:00That just selects all of them at once.
05:02And I can turn all of those on.
05:03In other words, make them all visible by clicking on the eyeball button. There we go.
05:07Now they're all visible.
05:10I've got one more I need to turn on and that's that white frame.
05:13Let's go ahead and turn that one on. There we go.
05:15So I now have the white frame, the Close box, and all of these other buttons
05:19made visible as soon as I turn on the contents.
05:22Let's go ahead and check out our Close button, what that does.
05:26That does the same action, Show/Hide Buttons.
05:29But instead, we'll see that all of these buttons have a little eyeball with
05:32a red slash through them.
05:33That means make them invisible.
05:35So the Close button, all of these other ones, and we better choose our white
05:40frame and make that invisible as well.
05:43So when somebody clicks on this Close button, it's going to make all of those invisible.
05:47Got it? Good!
05:49Now, there is one last thing I'd like to do and that is make this not only hide
05:54and show those things but I want to make it a rollover button.
05:57That is, when the user places the cursor over it, I want it to light up to show
06:02them that this is interactive.
06:03Can I go that too in InDesign? Absolutely.
06:06Look down here in the bottom of the Buttons panel and you'll see the word Rollover.
06:11In order to make a rollover state, all I have to do is click it.
06:14As soon as I click that, it gives it a Rollover state.
06:18Technically, what's going on here is that InDesign is duplicating all the
06:22objects inside this button, and it's making some of those objects visible when
06:26I'm on the Rollover state, and different objects visible when I'm in the Normal state.
06:31So in order to change the appearance of my rollover, I simply click on the Rollover.
06:36That makes the rollover objects visible and then I change the appearance.
06:40In this case, I'm going to go to the Window menu, choose Effects, and I'll just
06:44give it some kind of glow like this Outer Glow effect. That'll be nice.
06:48Move this out of the way so I can seeita better.
06:50I'm going to make it a Screen blending mode. I will click on this little white
06:54area, which brings up the effect color.
06:56Let me pick something bright like a yellow. There we go.
07:00A nice yellow glow and I'll make it even brighter by setting the opacity higher. There we go.
07:06Looks great! That's a really strong glow so I'll click OK.
07:10So I've now made a Rollover state for this button.
07:13I'll click on Normal and you see that I see the object that has no effect. Click
07:18on Rollover, and I see the object that has the effect. That's it.
07:22We're done. We've made our buttons.
07:24Let's test them out.
07:25I'll go ahead and close my FX panel, close my Buttons panel, let's jump back to
07:30our spread with Command+J or Ctrl+J on Windows, and I'm going to page 6 and let's
07:36look at the whole spread, Command+Otion+0 or Ctrl+Alt+0.
07:39It's looking pretty good.
07:41And let's go ahead and preview it by clicking on the Preview pane.
07:46Now there are three different options at the bottom of the Preview panel.
07:49I can preview the entire document, which would actually take a little while
07:52because this is a pretty complex document, or I can preview just the object.
07:57That's the first button down here, the selected object down here, or the whole spread.
08:02That's what I'm going to do.
08:02I'm going to preview that whole spread by clicking the Play button.
08:06InDesign writes this out to disc as a SWF file and then puts it back in the
08:11Preview panel and there we go.
08:12Here is our spread with our buttons. Let's try it out.
08:16I'm going to click on the Play Video button and you can see that the movie is playing!
08:20Now, I'm going to click in this lower left corner of the window.
08:24If you squint, you'll see a little Pause button there.
08:26So I'm going to pause the video there and let's try out our other button,
08:30the Contents button.
08:32As soon as I roll over it, it lights up. See that?
08:35Roll off, roll on. So it lights up.
08:37The rollover works.
08:38Then when I click on it, up comes the table of contents with all of our
08:42different buttons that we've made, and then to close it, click on the Close button.
08:48You can see how easy it is to make interactive buttons in InDesign and any
08:52object can become a button from text to graphics, even lines.
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Animating an object
00:01Some of the most impressive new features in InDesign CS5 have to do with
00:04animation on your pages.
00:06Now, I am not talking about making Disney movies. I mean getting objects to
00:10slide in, fade out, and so on.
00:12Virtually, all of these effects work only in exported SWF files, but if you are
00:17headed to SWF, you should definitely check them out.
00:20It's incredibly easy to animate something. Let me show you.
00:23I am going to zoom in on this graphic here. Zoom in even more.
00:26It looks a little rough there, because I need to go to View > Display
00:29Performance > High Quality Display. There we go.
00:31That looks much better.
00:33Now, I want to animate this.
00:34I want to take this object and do something interesting with it.
00:37So I will open the Animation panel.
00:39Now, the Animation panel is grayed out and it has taken me a moment to realize why.
00:44It's because I accidentally selected the image inside the frame, not the frame itself.
00:49So I am going to press the Escape key to select the frame, not the image.
00:54Now the Animation panel comes to life.
00:57And I can choose a preset.
00:59All of InDesign's animations are set up as presets, so they are really easy to choose.
01:03Just pull something out of this pop-up menu.
01:06For example, I can choose Fade In, and you can see inside the Animation pane at
01:11the top here that it is fading in.
01:14Every time I move my cursor over it, it fades in.
01:17So that's the effect that I would get if I exported this as a SWF.
01:21Let's try a different one. How about Pulse?
01:25Pulse is kind of interesting.
01:26It kind of gives you a heartbeat look.
01:28Every time I scroll over it, there we go.
01:30It gives me a little pulse.
01:31Well, that looks pretty good.
01:33Let's use that one.
01:34I am going to have a little pulsing logo there.
01:36But I don't want it to play just one time.
01:38I want it to keep playing.
01:40So I could specify a number of times that I want it to loop through, or I'm
01:43just going to turn on the Loop checkbox.
01:46That way it will keep looping as long as that page is open.
01:49There are dozens of other features inside this Animation panel, but I am
01:53going to leave it there.
01:54I am going to keep thing simple and I am going to close my Animation panel and
01:57open the Preview panel and let's see how this thing really works.
02:00Let's preview this spread.
02:02I will click the Play button and it writes it to disk.
02:05It opens it up in the Preview panel and you can see there is my pulsing
02:08logo right on my page.
02:11Can you believe that it's that easy to make an animation?
02:14No ActionScript programming, no Masters degree from a prestigious university.
02:18Just click, click, bang, you are done.
02:21Gotta love that!
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9. Color
Creating color swatches
00:01The Swatches panel is central headquarters for your documents' colors, and as we
00:05saw in an earlier movie, you can use it to apply fill and stroke colors to any
00:10object or text on your page.
00:12But what if you get tried of the colors listed here? What if you want something more?
00:16Let's look at how you can create new color swatches for your documents.
00:20To create a new color swatch, I will open the Swatches panel menu and choose New Color Swatch.
00:26Up comes the New Color Swatch dialog box and I can choose any color I want in here.
00:31Now, I do need to choose whether this color is going to be a process color or spot color.
00:36A process color when printed to color separations will always separate to
00:41cyan, magenta, yellow, and black. That's CMYK.
00:45You should use a spot color if you are going to be printing with a very specific ink,
00:49like a PANTONE ink.
00:50Let's start with a process color.
00:53I pick my color here or I could type in numbers if I want to, and then I can
00:57name that either with the color value, in other words, the values that were in
01:01these fields here, or I can deselect that and type my own name.
01:05I will call this Dark Green. There we go.
01:08Now, I have a choice. I could click OK, which would add this color swatch to my
01:12Swatches panel, or I could choose Add, which will add it to the Swatches panel
01:18but leave the dialog box open.
01:20That lets me add more than one swatch at a time, which is very helpful if you
01:23are trying to create a whole bunch of them.
01:25Let's go ahead and create a spot color.
01:27I choose Spot from the Color Type pop- up menu and then from the Color Mode
01:31pop-up menu, I can choose one of the many libraries that ships with InDesign.
01:35In this case, I am going to choose PANTONE solid coated.
01:38Look inside my PANTONE book and figure out that I really want to use PANTONE
01:42286, so I will just type 286 and it selects it for me from this list.
01:48Now I will click OK to close the dialog box and add that swatch to the Swatches panel.
01:53There it is down at the bottom.
01:54Now, the Swatches panel gives me a bunch of other information.
01:57For example, this little icon next to the name of the color swatch tells me that
02:01this color is a spot color.
02:03A little square with a circle in it.
02:05So that is going to print on its own color plate when I print color separations.
02:10However, this column on the right tells me that it is behind the scenes
02:15spec-ed as a CMYK color.
02:17So even most PANTONE colors are actually spec-ed as CMYK.
02:22The next color up here, this Dark Green that I created, is also a CMYK color,
02:27but it's a process color and I know that because of this icon next to that.
02:31Now, you will notice that when I made my color swatches, nothing was selected on my page.
02:36And I did that on purpose. Why?
02:38Well, let's see what happens if something is selected, like that text frame, when
02:42I make a new color swatch.
02:43I will choose the frame, choose New Color Swatch, and then I will just pick some
02:47random color here and click OK.
02:50The color is added to the Swatches panel.
02:52That's great, but what happened to my text frame?
02:54It was filled with the color.
02:56So if anything was selected on the page when you make the color, it gets that
02:59color applied to it, which is rarely what you want.
03:02So I am going to undo that with Command+ Z or Ctrl+Z on Windows, and that took it
03:07off this and erased it from my Swatches panel.
03:10Now, this is also a problem when editing colors.
03:13Most people try and edit colors in InDesign by double-clicking on them.
03:17For example, maybe I want to edit this red color.
03:19So I will double click on it.
03:21Up comes a Swatch Options dialog box and it lets me edit the color.
03:24I will make it a little darker, for example.
03:27That's great, except what happened when I double clicked on it?
03:30It opened the dialog box and it applied it to this object, which was selected on the page.
03:35So that's bad news.
03:37If I click Cancel, it cancels the editing of that color but it still leaves that
03:42color applied to that frame.
03:44So now I am going to have to undo that, Command+Z or Ctrl+Z on Windows.
03:48So this is why, whenever you are messing with swatches, making new swatches,
03:52editing them, in the Swatches panel, except for applying colors,
03:55I strongly recommend that you deselect everything, with your Command+Shift+A or
04:00Ctrl+Shift+A on Windows, keyboard shortcut.
04:03That deselects everything.
04:05Or another thing you can do, I will go ahead and select that text frame again,
04:08to edit colors is not double-click on them but right click on them or Ctrl+Click
04:13with a one button mouse.
04:15I right-clicked on that green color and I will choose Swatch Options, and look at this.
04:20I can edit it all I want to.
04:21I will click OK, and it edited it in the Swatches panel, but it did not affect
04:27the color in this text frame that was selected.
04:30So right clicking on a color and using Swatch Options that way is much more
04:35reliable than double clicking.
04:37Now, I have already set up some colors in this document, but I would like to add
04:41those to some other document. How do I do that?
04:43Well, let's go ahead and create a new document here. I will click OK.
04:47You can see that I only have a few color swatches here.
04:50I would like to add some of the swatches from the other document.
04:52So how do I add those to the Swatches panel?
04:55There are two basic ways.
04:56First, I can select any object that has a color assigned to it and copy it to
05:02the clipboard, come back to my new document and paste it.
05:05And when I do that, the object comes in and also that orange swatch that was
05:10attached to this color.
05:12I can go ahead and delete that text frame and the color remains.
05:15The second way that you can add color swatches to the Swatches panel from some
05:19other document is to choose Load Swatches from the Swatches panel menu.
05:24Now, you can choose any InDesign document or an ASE file.
05:28An ASE file is something you have exported from Illustrator or Photoshop or some
05:32other program like that, that has swatches in it, and click Open and all of
05:37those color swatches come in.
05:39As you can see, adding swatches to your Swatches panel is not that hard at all.
05:44But there's one more way you can add colors to your InDesign document and that's
05:47the Colors panel, and we are going to look at that in the next movie.
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The danger and power of unnamed colors
00:00Some people like specing their colors far ahead of ever applying them in the document.
00:05Others like working more interactively, playing with colors as they layout a page.
00:09You can work either way in InDesign.
00:11But if you're in theplay as you go corner, you'll probably like using the Colors panel.
00:16Let's go ahead and open up the Colors panel. Go to the Window menu, choose Color
00:20and then Color again.
00:22To change a color with the Color panel or to apply a new color, first select the object.
00:27In this case, I've selected a text frame but I actually want to change the text
00:31inside the text frame.
00:32So I'm going to show you a secret trick and that is look at that little T in
00:37the Swatches panel.
00:38It shows up here in the Swatches panel and it shows up even smaller at the
00:42bottom of the Tool panel and that T means formatting affects that text
00:48rather than the frame.
00:50When you click the left button there, it affects the frame.
00:52If you click the T, it affects the text inside the frame.
00:56So that's a quick way that you can change the color of some text without
00:59actually selecting the text with the Type tool.
01:02In this case, it will change the color of all the text inside this frame.
01:05Now the Color panel shows me the current color of this text and it shows me a
01:09bar along the bottom, so I can change it to a tint of that color.
01:13If I want to change it to a completely different color, I would have to pick
01:16that out of the Color panel menu.
01:18For example, let's choose CMYK.
01:21Now I get a full color bar where I can pick any CMYK color.
01:25How about hot pink?
01:27Looks great, but just because it looks great doesn't mean it's going to be great.
01:31You need to be careful when choosing colors from the screen because unless
01:35you've done a lot of work to set up your color management environment,
01:38the colors that you see on screen may not match what you see in print.
01:42Believe me, I've been burned by that one myself.
01:44So it's much better to pick your colors from a printed swatch book, such as the
01:49True Match books or the Pantone books and then dial-in those CMYK colors here.
01:54Now unfortunately, there are two other problems with using the Color panel even
01:58if you are typing in colors from a swatch book.
02:00First, it's very difficult for somebody else looking at this document to tell
02:04what colors you used. Are they RGB?
02:07Are they CMYK?
02:08I just don't know unless I actually select it and look in the Color panel.
02:12Second, it's very hard to use these colors consistently throughout your publication.
02:16You might pick one color like this pink here and then go some place else and try
02:20and match it and you won't get the numbers exactly the same.
02:23Fortunately, there's a solution to this problem and that's every time you make
02:27one of these unnamed colors that is a color that doesn't have a swatch
02:31associated with it, go to the Color panel menu and choose Add to Swatches.
02:36When you do that, the color that you made is added to the bottom of the Swatches panel.
02:40If you've made a bunch of these unnamed colors throughout your document, you can
02:44add all of them to your Swatches panel really quickly by going to the Swatches
02:48panel menu and choosing Add Unnamed Colors.
02:52This goes through the whole document, grabs all your unnamed colors and adds
02:55them in here at the bottom of the Swatches panel. That's handy.
02:58Okay, if you like the Color panel then there's one other method for choosing
03:02colors that you should know about, and that's the Color Picker.
03:05You'll find the Color Picker by double- clicking on the fill color inside the Tool panel.
03:12Some people like this because it looks kind of like the Photoshop Color Picker,
03:15although it's different in some important ways.
03:18You can just click inside the Color Space View here or click on the slider over
03:22here and choose a color from here.
03:25But there's one important thing that you need to keep in mind and that is you
03:29need to pay attention to whether you're adding a CMYK swatch or an RGB
03:33swatch or an Lab swatch and the way you can tell the difference is what this
03:37button says right here.
03:39But there is one very important thing you need to pay attention to when you're
03:42choosing colors from the Color Picker and that is, are you going to get an RGB,
03:46an Lab or a CMYK color when you click OK.
03:50The clue is what does this button say right here. Add CMYK Swatch?
03:55So you're going to get a CMYK Swatch.
03:57But if I accidentally click inside any of these fields next to RGB, suddenly
04:02the button changes.
04:04I'll do the same thing over here with the next to the L. I'll just click and
04:07the button changes.
04:09So pay attention to that button.
04:11That's the clue that tells you what color you're going to get.
04:14If I'm making a document that I'm planning I'm printing, I probably want a CMYK
04:18color, not an RGB or Lab color.
04:21So I click next to the C, M, Y, or K. It says Add CMYK Swatch and I can click OK
04:27and it applies that color to whatever was selected on my page.
04:31It also loads it up in my Color panel and that lets me add it to my Swatches panel.
04:36Personally, I rarely use either the Color Picker or the Color panel.
04:40I'm in the camp that believes you should set it up in the Swatches panel first.
04:44But if these tools work for you then go for it.
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Building tint swatches
00:00It's easy to change a solid color fill or stroke to a tint. All you've to do is
00:05select a color, go down to the Color panel and choose a tint from this color
00:09bar, or you could go to the Swatches panel and change the tint in this field,
00:14or with this slider.
00:15But if you know that you're going to be using a 50% tint 100 times in
00:19your document, wouldn't it be easier if you could just create a swatch
00:23that was already at 50%?
00:25You can,. Just go to the Swatches panel menu, and choose New Tint Swatch.
00:30Because I had already made a tint, and that was selected on my page, it has
00:34filled out the Tint Swatch dialog box for me by changing this Tint slider to 50%.
00:39I'll click OK and show you how you can make another one.
00:43First, I'll deselect everything by pressing Command+Shift+A or Ctrl+Shift+A.
00:47Then I'll choose a color, maybe this dark blue color, and once again go to New Tint Swatch.
00:54Now it's set to 100% so I'll type in some other number.
00:57Let's say 60%, click OK, and you can see I now have that color swatch, but at 60%.
01:05You see the Swatches panel actually shows you what the percentage is of the color.
01:10I do find it kind of annoying that the new tint swatch isn't near the swatch
01:14that I made it from, but that's okay. I can put it there myself.
01:18A lot of InDesign users don't realize that you can rearrange your Swatches panel
01:22just by clicking and dragging.
01:24So I'm going to drag that swatch up so that's near the blue, and I'll drag this
01:27one up so it's near that green color.
01:29Let's go ahead and apply those color swatches.
01:31I'm going to select this background and make it the tint of that blue.
01:35Then I'm going to select this text, click on the little T, so it affects the
01:39text and not the frame itself, and apply the full force blue there. So I've got
01:45blue here and a tint of the blue here.
01:47And one of the best things about tint swatches is if you edit a color, all of
01:52its tints update as well.
01:54For example, I will right-click on this color, choose Swatch Options, and I'll
01:58change it to something else. Maybe kind of a brownish color. How about that?
02:02It's going to be dark brown. Here we go.
02:05Click OK and you can see that when I change that one color, its tint updated as well.
02:11Sure, it does take a little bit of time to set up your tint swatches at first,
02:15but you can save so much time later, that it's really worth it.
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Creating gradient swatches
00:00Gradients, blends, vignettes. Whatever you want to call them, they can be
00:04beautiful, or they can make your life a study in frustration.
00:08I'm going to show you how to make them in the Swatches panel first and then in
00:11the next movie, I'll talk about how to apply and customize them.
00:16To make a gradient swatch, go to the Swatches panel menu and choose
00:20New Gradient Swatch.
00:22By default, we get a gradient that goes from white to black.
00:25That's not very exciting, so let's go ahead and change that.
00:29To choose different colors, click on these gradient stops at the bottom of the Gradient Ramp.
00:33I'll click on the one on the left and I'll set it to cyan.
00:37Now I'm going to click on the gradient stop on the right, this black one.
00:41Notice that it switches to a list of all my swatches.
00:44I don't know why it does that.
00:45For some reason it always does, but you can change it back to CMYK by changing
00:50the Stop Color pop-up menu to CMYK, or any of these other modes.
00:54In this case, I'm going to leave it set to Swatches and simply choose my yellow swatch.
00:59So I now have a gradient that goes from cyan to yellow.
01:02If I want to add another color to this, it's easy to do.
01:05I simply click on the bottom of the Gradient Ramp to add a new color stop.
01:09Let's make this one kind of dark and mysterious, kind of a darker blue color.
01:17Now I can change this and position it exactly where I want it.
01:20So I've created a blend that goes from cyan to dark blue to yellow.
01:24And I want to give it a name. It's good to give it a descriptive name.
01:28How about cyan to blue to yellow?
01:30That's easy enough, and then click OK.
01:34You can see that it adds my gradient swatch to the bottom of the Swatches panel.
01:38Let's go ahead and create one more gradient swatch.
01:41I'll choose New Gradient Swatch and you can see that the Gradient Ramp is all
01:45setup with the last gradient I created.
01:47But I don't want it to look like this.
01:48I only want two colors, one on either end.
01:51So to get rid of this gradient stop that I added there, all I have to do is
01:55click on it and drag it away.
01:57Now it goes from cyan to yellow again, but I'm going to change this to some other color.
02:01I'd like to have this violet color to something else.
02:05How about we change this to CMYK, then how about to green.
02:09So we've got sort of a violet to a green color, and in this case, I want it to
02:14be not a linear blend, but a radial blend, kind of as a circle or an ellipse.
02:19I'll give it a name, violet to green.
02:23You can call it anything you want, but that's what I'm going to call mine and I'll click OK.
02:27At the very bottom of the Swatches panel there are series of buttons and those
02:31are filters to help you when you have a lot of swatches listed here.
02:36The first means show me all the swatches, the second one means show me just the
02:40solid color swatches, not the gradient swatches, and the third one means show
02:44me only the gradients.
02:46So that's kind of handy when you have a lot of different swatches in there and
02:50you need to find just the one that you wanted.
02:51Let's go ahead and try and apply these gradients just to see what they look like.
02:55I'm going to select this text frame and click on the first one we made, and you
02:59can see that it's a three-color linear blend.
03:01I'll click on the second one, and you can see that it's a circular violet to
03:06green with violet in the center.
03:08To edit the gradient swatch, I right- click on it and choose Swatch Options,
03:12and up comes the Gradient Options dialog box and I can change this to anything else I want.
03:17For example, instead of green maybe I'll make it-- how about red instead?
03:21I better change this name so it reflects the reality of this color swatch, and
03:27you may notice in here that there is no option for changing that opacity.
03:31For example, you can't fade a blend from violet to transparent.
03:36If you need that effect, take a look at the movie in an earlier chapter about
03:40the feathering transparency effects.
03:42That's how you do that.
03:43I'll click OK and you can see it updates on my page.
03:48Now that you know how to make a gradient swatch, it's time to learn some of
03:51the ways that InDesign lets you fine- tune those swatches, and even apply them to text.
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Applying gradients
00:00In the last movie, I talked about how to make a gradient swatch in the Swatches panel.
00:04Now let's look at applying gradients to stuff on your page and how to
00:08fine-tune those gradients.
00:10Because I reverted my file at the end of the last movie, I'm going to have to
00:14create a new gradient swatch now.
00:16That's no problem, easy to do. Choose New Gradient Swatch and why don't we
00:20choose these from swatches that I already have in here.
00:23I'll do maybe this orange to a yellow color that I've got here. Here we go.
00:29A linear swatch from orange to yellow, and I'm going to call this sunrise, click
00:34OK, and it adds the sunrise gradient to the bottom of my Swatches panel.
00:38Let's go ahead and apply that to this object back here. Looks pretty good.
00:43However the gradient goes from orange on the left to yellow on the right.
00:47That's not what I want.
00:49I actually want it to be orange on the bottom, and yellow on the top. How do I do that?
00:53Well, I need to apply local gradient formatting to this object.
00:58To do that I need the Gradient panel right here.
01:01The Gradient panel lets me control all kinds of local formatting for gradients
01:06including the type. I can change this from Linear to Radial if I want to.
01:10Now it's a little bit hard to see here, but it's orange in the middle and
01:13yellow on the outside. I don't need that.
01:15I'm going to set it back to Linear.
01:16I can also reverse the order by clicking on the Reverse button.
01:20Now it's orange on the right and yellow in the left, but that again is not what I want.
01:25So I'll choose it again to set it back to the way it was.
01:28What I want is to rotate the angle inside that frame.
01:32To do that, I change the Angle value. Right now it's 0 degrees. I'm going to
01:37set it to 90 degrees.
01:39That means rotate the right edge of this up 90 degrees, so that it goes straight up.
01:45Let's press Enter or Return and see if it worked.
01:48It did. Orange is now at the bottom and yellow is now at the top.
01:51So I've applied some local formatting to this object with the gradient.
01:56Let's make some more changes here.
01:57I'd like that orange to be a little bit darker at the bottom, so I'm going to
02:01click on that gradient stop on the left side here and change its color.
02:06To do that, I need the Color panel.
02:08So I'll go to Window > Color > Color, there is the Color panel, and now I can
02:14choose either a tint out of here, but that's not going to help me because I want it darker.
02:18So I'll choose CMYK and I'll just darken this color up a little bit.
02:22This could have a darker color there.
02:23You can see that as I make this change here, it's making it darker at the
02:27bottom of my frame.
02:30That looks pretty good and now at the top, I'd like it to be kind of a lighter
02:34yellow, so I'm going to click on this end of the Gradient Ramp, change this to
02:37CMYK, and let's make it a little bit more pure yellow. There we go.
02:42That's a nice almost pure yellow. How about if we go all the way pure yellow at
02:45the top and sort of dirty orange at the bottom?
02:49So I've set up my own custom gradient here.
02:52I could even add additional color stops if I want to, or change the mid-point
02:56slider if I want to. How about if we do that?
02:59That looks pretty good, but once I have done all of this work, it would be nice if
03:03I could save this as a new gradient swatch, after all I might want to use that later.
03:09To do that I need to show both the Gradient panel and the Swatches panel at the same time.
03:13So I'm going to drag the Gradient panel out to float it.
03:16Now I can see the Gradient panel and the Swatches and to add this gradient to
03:21the Swatches panel, it's as simple as drag-and-drop.
03:24I'm simply going to drag this little icon here to the bottom of the Swatches panel.
03:29As soon as I see that dark black line, l let go and there it is.
03:33Now, it gave it a dumb name, New Gradient Swatch, so that's not helpful.
03:37I'll right-click on that or Ctrl+ Click with a one-button mouse, and that
03:41opens the Gradient Options dialog box, and I'll give this another name. I'll say sunrise 2.
03:46It's not a very descriptive name, but you got the idea. Click OK. I now have a
03:51second gradient swatch in here.
03:53But when I did that, what happened to my gradient?
03:57It reverted back to Linear left or right. How about that?
04:01Gradient swatches are always left to right.
04:04It's a frustrating thing about InDesign's gradients in my opinion.
04:07I wish that it would remember the angle inside my swatch, but it can't.
04:12So I'm going to close the Swatches panel, move this out of the way so I can see
04:15it better, and once again change this to 90 degrees. There we go.
04:20Now I've got my 90-degree angle again.
04:23So the angle is always a local format.
04:25That is, it is always applied to a single object.
04:28It cannot be saved in a gradient swatch.
04:30Now there is another feature you can use to fine-tune gradients, and that's the
04:34Gradient tool here in the middle of the Tool panel.
04:38If I choose the Gradient tool, I can really fine-tune exactly the way I want my
04:42gradient to be inside this frame.
04:44For example, I could say start at this point here. I'm going to click there and
04:49hold-down the mouse button, and drag up to end it here.
04:53And when I let go, it re-does my gradient from here to here.
04:58Let's try it again in a different angle. How about from here to here? You get the idea.
05:03You can very quickly make all kinds of interesting effects just by
05:06clicking-and-dragging with your Gradient tool.
05:10The Gradient tool is also very useful when applying gradients to text.
05:14Let me show you what I mean.
05:16I could apply my gradient, my sunrise gradient, to this text here by selecting
05:21the text, and then going to my Swatches panel, and clicking on sunrise.
05:26I'll deselect this so you can see that it's now orange on the left and
05:30yellow on the right.
05:31Now the way gradients work in text frames is kind of a little obscure, so I
05:36better explain it to you.
05:37It is always based on the width of the frame, not the text that you've selected.
05:43For example, if I make this text frame wider, I'm going to get a very different effect.
05:47The blend inside the text has changed, so that I'm mostly seeing the yellow,
05:52not so much the orange.
05:53The orange is going to be on this side of the text frame, which we don't even see.
05:57Let's go ahead and make that smaller again.
06:00If you want to fine-tune the gradient inside of text, first select the text
06:04that you want to apply it to. For example, I'll just choose these two words up here.
06:08Then grab your Gradient tool, and then drag over your selection.
06:12For example, I'm going to go from the bottom to the top here.
06:16I held down the Shift key to make sure that it was perfectly vertical.
06:19When I deselect, you can now see that the gradient inside this text is vertical,
06:23and this is horizontal.
06:25These kind of blends are certainly the trickiest color feature in InDesign to
06:29get right, but practice fine-tuning them using the Gradient tool and the
06:32Gradient panel and you'll soon become a blend master.
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10. Managing Objects
Positioning objects with the Page Gap tool
00:00Anyone who's ever taken an art class has heard the teacher say pay attention
00:04to the negative space.
00:06That is the places where there's nothing on the page is sometimes even more
00:09important than the text and graphics.
00:12In fact, this white space is so important that Adobe gave it its own tool,
00:16the Page Gap tool. You can get to that in the Tool panel.
00:20It's fourth down, that little tool right there, or you can press the letter U to jump to it.
00:25When I take that Page Gap tool and place it on my page in between objects or
00:29between objects and the side of the page, it highlights it with kind of a little
00:33bit darker gray area.
00:35That means the Page Gap tool is ready to do its work.
00:37I'm going to place this in between this text frame and the image frame to the
00:41right of it and you'll notice that the Page Gap highlighting extends all the way
00:45down the page because all of these objects have been aligned.
00:48Now when I click and drag, something magical happens.
00:52InDesign actually grabs all the objects, all the frames on either side of that gap,
00:57everything that the gap is touching, and resizes them.
01:00You'll also notice that a couple of these images are actually changing
01:03their size as well.
01:05That's because I've turned on the Auto Fit feature.
01:07That's a feature I've talked about in an earlier chapter.
01:10But the main thing I want you to notice is how the frames change their size on
01:14both sides of the gap.
01:15That looks pretty good.
01:16Now I want to try changing the gap between these images at the bottom of the page,
01:20but I only want to change those. I don't want to change the frames above them.
01:24When I place the cursor between them, the whole column highlights all the way up the page.
01:29In order to restrict that column down to just these two objects, I hold down the Shift key.
01:35Now when I Shift+drag, only those two objects change.
01:40I'll move this a little bit to the left.
01:41That looks pretty good.
01:42Of course, I'll also need to do the same thing between the two captions.
01:46Shift+drag over and now that's looking really nice.
01:50There is a couple of other modifier keys that you should pay attention to when
01:53working with the Page Gap tool.
01:55The Command key or Ctrl on Windows resizes the gap instead of moving it.
01:59For example, I'll move between these two images over here in the middle of the
02:04page and hold down the Command or Ctrl key and drag and you'll see that I'm
02:08actually changing the size of the gap to make it larger or smaller just by
02:12dragging to the left or to the right.
02:14So the Command key changes the size of the gap.
02:18One more modifier, the Option or Alt key.
02:21That tells InDesign to move the objects, not resize any of them.
02:24So I'm going to place my cursor in the left column here in between the spine of
02:28the page and the text frame and I'll hold down Option or Alt and drag and you'll
02:33see that I'm actually moving all of those objects.
02:36It's like I'm telling InDesign grab objects on all sides of this gap and move
02:40them at the same time.
02:42In those famous words at the London Underground, mind the gap.
02:46Now you can mind all the gaps in your document with this really great Page Gap tool.
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Stacking objects
00:00Every object on your page is in a stack.
00:03Now for the more technically minded among you, this is also called the object's Z-order.
00:08For example every object has an X and a Y-coordinate on the page and also a
00:12Z-order, which describes which object is on top of which.
00:16For example, you can see this easily if we zoom in on the top part of this page.
00:20You can see that the word hansel & petal are both on top of this green ampersand.
00:25I'm going to press W to go into Preview Mode and that'll hide all those frame edges.
00:30That's a lot easier to see.
00:31You can really see the order of these different objects now.
00:34InDesign offers a number of options for changing that stacking order.
00:38For example, I'll select that green ampersand there and I'll go to the Object
00:42menu and choose from the Arrange submenu.
00:44There are four options here, Bring to Front, Bring Forward, Send Backward and Send to Back.
00:50Let's start with the first, Bring to Front.
00:52You can see that it came all the way to the front of the stacking order.
00:56Now this object does have a little bit of transparency applied to it, so you can
00:59sort of see through it to that text underneath, but it is obviously sitting on
01:03top of all those other objects.
01:05Now what if we want to put it behind the word hansel?
01:08Well, I'll go to the Object menu and choose Arrange and then choose Send
01:12Backward. Nothing happened, right?
01:15Well, it doesn't look like something happened but it really did.
01:18This is a very important thing to understand about stacking order.
01:21The stack of objects is spread wide. So when I moved it back a layer, it did
01:27move behind something but not necessarily what I wanted it to move behind.
01:32It may have moved it behind these objects over here, or maybe this text frame
01:35down here. I really don't know.
01:38So in this case if it's important to me that the word hansel be on top of the
01:41ampersand. It's going to be more reliable to select that text frame, go up to
01:46the Object menu and choose Bring to Front.
01:49Now that's on top of the ampersand, the ampersand is on top of petal and I
01:53don't know the rest of the stacking order on this spread.
01:56So what would be really cool is if we could get a list of all the objects on the
02:00page in order so we could quickly see what's in front of what.
02:03Illustrator has actually had that feature for years as part of its Layers panel,
02:08and you know what? It's a brand- new feature in InDesign CS5 too.
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Creating and controlling layers
00:00I know people who never work with more than one layer in their InDesign document
00:04and they manage all their objects using Send to Back and Bring to Front.
00:08There's nothing really wrong with that other than it will eventually drive you
00:12insane, especially in a complicated layout.
00:14No, it's much better to create multiple layers in your document and use them to
00:19organize your objects.
00:20Let's look at our Layers panel out here in the dock.
00:23This has a Layer 1.
00:24In fact every InDesign document has a Layer 1 in it.
00:28But you can add your own layers, rename them, hide them, lock them, and more.
00:32Let's see how it's done.
00:34I'm going to add a new layer to my document by clicking the New Layer button.
00:38I can rename that layer by clicking on it and then moving my cursor away.
00:42Now I'll call this Text,. You can call it anything you want, but I'm going to
00:46call this my Text layer and I'll press the Enter or Return key to tell it
00:50that I'm done typing.
00:51Now I want to put all my text frames on that layer. So I'll click on the first
00:56one with my Selection tool and then Shift+Click on each other text frame on my
01:00page here, and I want to move all of those to my Text layer. How do I do that?
01:05Well, you see this little blue box on the right column of the Layers panel?
01:09That's called the item proxy.
01:12That's a stand-in for all the objects on my page that are currently selected.
01:16So to move those objects to a new layer, all I have to do is drag that little
01:20blue box up to the Text layer. There you go.
01:23Now all those objects are on the Text layer.
01:26Now you probably noticed that when I did that the frame edges changed color.
01:31That's because frame edges always reflect the layer color.
01:34In this case there are two colors, blue and red, and you see those right to the
01:38left of the layer name.
01:40Let's go ahead and rename Layer 1. I'll click on it, pause, and then click
01:44again to rename it.
01:46I'll change this to something like Background, there we go.
01:49Okay, I need one more layer here for my graphic elements. I'll just click New
01:54Layer and it always adds it above the one that was currently selected. And this
01:58one is going to be called Graphic Elements, there we go.
02:02So I'm going to select my ampersand there and this flower object and drag that
02:07up onto Graphic Elements. Good, looking very nice.
02:10I'll press Cmd+Shift+A or Ctrl+Shift+A to deselect everything and I'm going to
02:15press the W key to go into Preview Mode so we can really see how changing the
02:20layers affects what I do on my page.
02:22One of the best reasons to use layers is that you can reorder them easily.
02:26For example, I can grab all of the graphic elements and move them above the Text
02:30layer simply by dragging this layer up until I see this black bar above Text.
02:35Let go and you can see that those elements moved above the Text layer.
02:40Another good reason to use layers is that you can hide and show them.
02:43For example, if I don't want to be distracted by that background image, I can
02:47simply click on this little eyeball icon in the left column of the Layers
02:50panel and it disappears.
02:52Click on it again and it comes back.
02:55The next column over is a Lock column.
02:57If I click on that, that whole layer becomes locked.
03:01There's no way to select anything on a locked layer.
03:04This is very helpful.
03:05For example, I might want to select all the objects in this area and I can lock
03:09that background and then drag out a marquee with the Selection tool without
03:13worrying about accidentally selecting that background image.
03:16What if I want to select just the items on one layer, perhaps just the Text layer?
03:21Can I do that?
03:22Sure, all you need to do is right-click or Ctrl+Click with a one-button mouse on
03:26the layer that you want to select.
03:28In this case the Text layer and then choose Select Items on this layer. This one
03:32is called Text, so it's actually listed here.
03:34Select that and now just the items that were on the Text layer are selected.
03:39As you can see building and using layers isn't required but it really helps you
03:44organize your documents, and if you want to get the most out of the Layers panel,
03:47check out the techniques for managing your objects that I'm going to
03:51show in the next movie.
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Managing objects in the Layers panel
00:01When you first look at the Layers panel, you just see layers, but there is a
00:05whole world living just under the surface here.
00:07To see it you have to click on the little triangle expander thing to the left
00:11of the layer name.
00:13When I click on this one next to Graphic Elements, you can see two different
00:16things, <group> and <compound path>.
00:19What are those things?
00:21Well, each object on your spread shows up on its own layer.
00:25So for example, <compound path> here is this ampersand character. If I click on
00:30the ampersand you'll see that it's highlighted here in the Layer panel.
00:35This turns out to be useful in all kinds of ways.
00:37For example, sometimes it's hard to select a particular object within the
00:41stacking order of your spread.
00:43So, what you can do is click on the little square to the right of that object name,
00:47like this <group>, you click on that and it selects it on the page.
00:52Now the word group or compound path is not very helpful, not very
00:56descriptive at all.
00:58Fortunately, you can change it to anything you want. Click, pause and then click
01:03again and that tells InDesign that you want to rename it.
01:06I'm going to call this the flower. Click Enter or Return to make it take effect
01:11and I'm going to choose this compound path, click-pause-click, and then I'll call
01:16this and. I could call that ampersand I suppose if I wanted to and hit Enter.
01:20Let's look inside some of the other layers like the Text layer.
01:24I'll click that twirly thing and we can see that we have the URL here,
01:28www.hanselpetal.com.
01:31Well, that text has to do with the text in this text frame over here.
01:36Text frames are always named with the little snippet of the text written in here.
01:41So they are pretty easy to find, hansel, petal and so on.
01:45The word circle reflects this path over here that has text on it. We might want
01:50to change that name, so I'll click-pause -click and give it a name like type on
01:55a path, there we go.
01:57Notice that when I select something in the Layers panel, it is not selected on the page.
02:02Once again to select it on the page itself, you need to click on that little box
02:06in the right column.
02:07That selects it on the page, so that I can then manipulate it like move it around.
02:12For example, I now see that I'd like to move that "and" object down in between
02:18hansel & petal, so it's sort of in between the words there.
02:21I can do that by clicking on the word "and" and dragging it down into this other
02:27layer in between those two other objects.
02:30Now let's look inside the Background layer and we can see that there is a
02:33group and the image.
02:35Images are always named by the name of the image itself, the file that's on disk, [00:02:340.13] so that can be very handy for identifying things on layers.
02:43In this case I want to move this group out of the Background layer but it
02:47won't let me until I unlock the layer. So I'll click on the Lock icon and now
02:53I can move that group out and this actually belongs up on the Graphic Elements layer up here.
02:59One of the coolest things that you can do in the Layers panel is view or
03:03hide individual objects.
03:05For example, I can hide or show that flower just by clicking on the little
03:10eyeball icon in the left column.
03:12I can also lock those objects individually by clicking in the second column.
03:16I'm going to be talking more about locking individual objects later on in this chapter.
03:21Now this ability to manage your objects, changing their stacking order,
03:26selecting exactly what you need, this gives you an unprecedented amount of
03:30control over every item on your page.
03:33When you need precision, you need the Layers panel.
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Nesting objects
00:01Okay, here's a wacky concept that you have to get into your head before you
00:04really become an InDesign expert.
00:06You know that text and graphics both go inside frames, right?
00:10But did you know that you can put any object instead of a frame?
00:13In fact, you can put a whole frame inside of another frame.
00:16This concept is called nesting and it turns out to be crucially important.
00:21For example, I'm going to make a new frame down on the left side of this page here.
00:25Just draw out a frame here and I want to put this picture in the upper right
00:29corner, down into that frame.
00:32Okay, to grab that picture, I know I need the Selection tool, so I'll press V
00:36for the Selection tool.
00:38Now, I can either double-click on the image itself or I can click on the content grabber.
00:43Either way, the image is selected, not the frame.
00:46Now, this is important to keep in mind. There's two different things, the image
00:50and the frame. Those are two separate objects.
00:53So to cut the picture out, I first select the image itself, that object, and
00:57then I go to the Edit menu and choose Cut.
00:59Now, to put it inside this image, most people would simply go to the Edit
01:03menu and choose Paste. Does that work?
01:06No, it doesn't.
01:07That tells InDesign to paste the object on the page.
01:11So it actually makes a new frame and puts the picture into it.
01:14That's not what we wanted.
01:15So I'm going to press Command+Z or Ctrl+Z on Windows.
01:19What I really want is for InDesign to put the picture into this frame.
01:23So that's why there is a separate feature called Paste Into.
01:28When I choose Paste Into, it places that picture and just that picture inside that frame.
01:34Now I could actually cut this frame with its image and paste it into another
01:38frame, and then that frame and paste it into another frame and so on.
01:42You can see that it can get pretty complex.
01:44That's why InDesign gives you features for selecting into a frame,
01:47called selecting the content, or selecting the frame itself called
01:51selecting the container.
01:52Those buttons are up here in the Control panel.
01:55You'll see a little Martian symbol with a down arrow.
01:58That means select whatever is inside this frame.
02:01And the Martian symbol with the up arrow means select the container.
02:05Select whatever is containing this object.
02:08Most of the time though, I simply double- click. Double-click and you select down.
02:12You select the content.
02:13Double-click again and you select back out to the container.
02:17Same thing with the Escape key and Shift+Escape.
02:20Shift+Escape goes down into the content and Escape moves up to the container.
02:26I'll be talking about making object groups later in this chapter.
02:29But suffice it to say that if you make a whole group of objects, it acts like a single object.
02:34So you can actually paste that whole group into another frame too.
02:38Nesting objects into other objects can obviously get out of hand.
02:41But it's extremely helpful for a wide range of layout effects.
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Editing frame and path shapes
00:01InDesign offers a wide variety of drawing tools, including a fully
00:04featured Bezier Pen tool.
00:06But none of that really matters to me, because I can't really draw.
00:10However, I can make simple shapes, like frames, and then edit them to get the look I want.
00:15Let me show you how it's done.
00:16I'm going to start by drawing an ellipse and then I'm going to switch to the
00:20Direct Selection tool, the white arrow tool.
00:23To choose one point on that, I first have to deselect and then place my
00:27cursor over the path.
00:29Now I can see the points on that path and I can click-and-drag.
00:32You see how it shows me the points and the Bezier handles.
00:38I can edit these handles by dragging the path anyway I want.
00:42I can also use the Bezier Pen tool to add points to a path that's already there.
00:48If I move my cursor near the path, if I click, it adds a point on that path or
00:54I can click-and-drag to add handles.
00:57Here's a helpful modifier key that you should keep in mind when working with the Pen tool.
01:01Hold down the Option or the Alt key and the Pen tool turns into the
01:05Convert Point tool.
01:06That means I can convert a curve point like here into a corner point.
01:12See how that's a sharp point now?
01:14Or I can hold down the Option or Alt key and click-and-drag and it turns into
01:20a curve point again.
01:21Now the cool thing about the Pen tool is it works not just on these kinds of
01:25ellipses, but on any kind of frame.
01:27For example, I'll use my Selection tools to select this text frame over here.
01:33Then I'll press P to jump back to the Pen tool.
01:36I can place my cursor over the edge of this frame and I see the little plus sign.
01:41So I click and I drag and now you can see that I've turned what was a
01:45rectangular frame into sort of a bulgy text frame.
01:49If I decide that's not the look I want, I place the cursor over that point and
01:53you can see that there is a little minus sign next to the cursor.
01:57That means if I click, I'll remove that point from the text frame path.
02:02I can even use that trick to remove further points.
02:05For example, I'll click in the upper left corner of this text frame and you'll
02:09see that it actually turns it into a giant triangle.
02:12Now there is other ways to change the shape of objects.
02:15For example, I'm going to change the shape of this text fame here to an oval.
02:19Let's zoom into 200% by pressing Command+2 or Ctrl+2 on Windows.
02:24In this case, I wouldn't want to add a whole bunch of Bezier points.
02:28That would be a hassle.
02:29I just want to convert it into an ellipse or an oval.
02:32So I'll go to the Object menu, scroll down to Convert Shape,
02:36and you can see that there's all kind of shapes you can choose from.
02:39I'm going to choose Ellipse.
02:42Suddenly, I've got an oval and I can resize it to any shape I want.
02:46Now what if I wanted this to be a crescent shape instead of an oval?
02:49It would be very hard for me to draw that with the Bezier Pen tool.
02:53So what I'm going to do is use the Ellipse tool and draw another ellipse on top of that one.
02:58There we go. Now I've got two ellipses next to each other.
03:01I'll use the Selection tool to add my background ellipse to my selection.
03:06I Shift+Clicked on the background here, so now I've got both of these objects
03:10selected at the same time.
03:11I'll go to the Object menu and go to the Pathfinder submenu.
03:16If you're an Illustrator user, you're probably familiar already with
03:19the Pathfinder options.
03:21You can also find these under the Window menu. Choose Object & Layout and then Pathfinder.
03:27The Pathfinder panel gives you all the same options that you can find in the Object menu.
03:32Here, I can add those paths together or subtract them, intersect them, and so on.
03:38But in this case, I want to subtract.
03:39That's the second button in the Pathfinder area.
03:42Subtract means use the top object like a cookie cutter to punch a hole
03:47through the back object. Let's try it.
03:50There we go. There is my crescent.
03:52Now as I mentioned in an earlier movie, if I really need heavy-duty illustration tools,
03:56I can always copy the object, paste it into Illustrator, edit it, and
04:01then copy and paste it back.
04:02But in most cases, InDesign gives me everything I need.
Collapse this transcript
Adding rounded corners and other corner options
00:01All of these graphic frames have very sharp edges, almost as sharp as the cacti inside them.
00:07Let's zoom in and see if we can do something about that.
00:09I'd like to have a rounded corner on some of these graphic frames. How do I do that?
00:14Do I have to use the Pen tool and draw out Bezier curves myself? Absolutely not.
00:20I'll show you how you can add corner effects easily.
00:22I am going to select this frame and come up to the Control panel and I want to
00:27point out this little pop-up menu.
00:29This is the Corner Options menu.
00:32You can see that right now it is set to None. No corner option.
00:35But if I change it to Rounded, look what happens.
00:38I suddenly get rounded corners on this frame.
00:41I can change the Radius of that curve by changing this value right above it.
00:46I'll make this a little bit higher like 18 points.
00:49That looks pretty good.
00:50But what if I wanted one corner to be sharp and the other ones to be round. Can I do that?
00:56Absolutely.
00:57To do that, I am going to go to the Object menu and choose Corner Options.
01:02The Corner Options dialog box lets me change each corner of this
01:05frame independently.
01:07I want to make sure that the Link icon is turned off if I want to change one
01:11corner. Otherwise it'll change all the corners at the same time.
01:15So, here it's turned off, and I'm going to come up here and change upper
01:18left corner to None.
01:20Because the Preview checkbox is turned on, I can see that it immediately gets
01:24turned into a sharp corner.
01:26Let's go ahead and click OK here, and I want to show you another way that
01:30InDesign lets you adjust the corners.
01:32See this little yellow square that's in the upper right corner of this frame.
01:37You might have been wondering what that's for.
01:39Well that the Corner Options button.
01:41If I click on it, all of a sudden I get these little yellow triangles on each of my corners.
01:47If I drag one of those around, you can actually change the corner radius.
01:53It did not change the upper left corner because that one was already overridden
01:57in the Corner Options dialog box.
01:59But it changes all the other corners.
02:01Now, if I want to change one corner and not affect the others, I hold down the Shift key.
02:06Shift+Drag on this lower right corner, I'll drag it back, and you can see that
02:11now I have a sharp corner in the lower right as well as the upper left.
02:16Now, if you don't like all those little yellow boxes that are attached to all
02:19your frames, you don't have to look at them.
02:22You can turn them off by going to the Window menu and choosing from the Extras
02:26pop-up menu, the sub-menu, Hide Live Corners.
02:30Then they'll disappear.
02:31As soon as I deselect off of this frame, now you'll see that all my other frames
02:36no longer have that little yellow box there anymore.
02:39Now, I do want to point out that those Corner Options are not just for frames.
02:44For example, I am going to come over here and select my Pen tool.
02:48I'll come over here where I have a little bit of white space and I am just
02:51going to draw a zigzag out here, all right.
02:53So, I have a zigzag with very sharp corners.
02:56But now I can go up to my Corner Options pop-up menu at the Control panel and
03:00change that from None, in other words very sharp corners, to Rounded.
03:06It affects my line too, even this open path.
03:09I can even change the radius of those.
03:12Let's say make it double the size. I'll make it 24.
03:15Now this is great, because I don't know about you, but I am not the best
03:19drawer of Bezier paths.
03:21So, in this case it would be very hard for me to draw a path this smoothly, but
03:26it's easy with Corner Options.
03:28By the way, it's not just the Rounded Corner Options that work.
03:31There is all kinds of other wacky patterns in here as well.
03:34For example, I could choose Bevel, which gives me kind of a weird, sharp edge or </