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Creating new documents

From: InDesign CS5 Essential Training

Video: Creating new documents

Finally, it's time to make a new InDesign document. The way to do that is to go to the File menu and choose from the New submenu. You'll see that you have three options here: Document, Book, and Library. But we're going to be focusing on making a new document in this movie, so that's what I'll choose. Notice that there's a keyboard shortcut to get to this faster, which is Command+N on Mac, or Ctrl+N on Windows, and either of those open up the New Document dialog box. Now there's a lot of information here in this New Document dialog box so, let's take it systematically. I am going to start by skipping the Preset however, and jump right to Intent.

Creating new documents

Finally, it's time to make a new InDesign document. The way to do that is to go to the File menu and choose from the New submenu. You'll see that you have three options here: Document, Book, and Library. But we're going to be focusing on making a new document in this movie, so that's what I'll choose. Notice that there's a keyboard shortcut to get to this faster, which is Command+N on Mac, or Ctrl+N on Windows, and either of those open up the New Document dialog box. Now there's a lot of information here in this New Document dialog box so, let's take it systematically. I am going to start by skipping the Preset however, and jump right to Intent.

Now, the Intent means where are you intending this document to go? Is it supposed to be a print document, or is it supposed to be an on-screen document? Adobe calls this Web, but it's not like you're making an HTML page, so I really wish they had chosen to call this on-screen instead of Web. Web makes no sense to me. Anyway, for on-screen documents, let's say you're making an interactive PDF, or a SWF file or something, that is when you choose Web, and if you do that all of your page sizes change to pixels, your measurements change to pixels, everything gets set to RGB in your document, and so on.

It's just a convenience for when you are making those interactive kind of documents with InDesign. I'll be talking about interactive documents in a later chapter. Right now, I'm going to stick with a basic print document just like we're used to, and we'll move on. You can see that the measurements are all set to your default measurement system which I talked about in an earlier chapter. In this case, it's set to picas, and we can change the Page Size right here. Now there's a lot of default sizes built in, Letter size pages, Legal size pages, A4 pages and so on. I'll choose A4.

That's a nice size for Europe. For all of those of you in Europe, you know A4 quite well. Now, the key here is you want to choose a Page Size, which is your final output. Don't try and take into account Crop Marks, or Registration Marks, or any of those other things you might add outside your page, just the final printed size of your document. So, if you're printing on A4 paper, then choose A4 here. Now, if you're printing on a custom size, feel free to dial that in here, you can just type whatever values you want into these settings. For example, if you're doing a 7"x 9" document, you can just type those in there.

Notice that I typed it in inches with the "in" marker, and it automatically converted that to picas, just a little convenience that it is doing on the fly here. You can also change the Orientation. In other words, do you want it to be taller than it is wide, or wider than it is tall? That's Landscape versus Portrait. Let's go ahead and change this to Landscape, and you can adjust the number of Columns and Margins. Now these simply add guides on your page. We looked at the Column guides and Margin guides in an earlier chapter. You don't have to dial these in.

You don't have to choose the number of columns right now if you don't want to. It's just a convenience to set up your document from the beginning, the way you might want to set it up later, but you can change all these values later. That said, if you're trying to be efficient, if you're trying to create a template, let's say, it is a good idea to specify exactly what you want here to save yourself time in the future. Now there is one more set of options down here that's missing from this dialog box. Adobe is hiding this from you, and it's hiding these features from you because they think it might overwhelm you to have too much in this dialog box, but I want all the features right in front of me.

So, I'm going to unhide them by clicking on the More Options button, and when I click More Options, you can see there we go, we get Bleed and Slug options down at the bottom. This is another ability to add guides outside the document page area, and I'll be covering those in a later chapter, but for right now, I just wanted you to know, those options are inside this dialog box. So check them out. Now, let's go ahead and jump to the top of the dialog box here, and look at Number of Pages, and Start Page. The Number of Pages, always start off with one page, but if you know it's going to be an 8-page document, go ahead and dial that in here. That's up to you.

If you know that your document is going to start on page 16, you can go ahead and type that here if you want. You should tell InDesign, whether this document is a Facing Pages document, or a Single-sided document. For example, if you're making a book that has a left-hand page, and a right-hand page, then you probably want to have Facing Pages turned on; magazines, anything that has a left- and right-hand page where they're facing each other, you probably want that turned on. If you're just making one-page ads, something like that, then go ahead and leave that turned off. In this case, I'm going to leave it turned on, and I'm also going to leave off the Master text frame checkbox.

The Master text frame checkbox is kind of a hold-over from the Old QuarkXPress days. QuarkXPress had a feature called Automatic Text Box. InDesign wanted to make something similar, and so Adobe added this feature called Master text frame, and all it does is it adds text frame to your master pages automatically for you. And in InDesign, you typically don't need that. I'll be covering master pages, and text frames in a later chapter, but trust me, for now, you typically do not need InDesign to add these for you automatically. So, I usually leave that turned off.

I'm going to set this back to 1, starting on Page 1, and just a one page document. If I need to add pages, I can add them later. And I wanted to point out that if you've spent more than 30 seconds on this dialog box, getting the measurements just right, setting it up just the way you want, and so on, well, you're probably going to want to do another document in the future, which is similar to this or the same is this, so it's a good idea to take just a moment and save this as a Preset. Just click the Save Preset button, and give it a name. I'll call this David's 7 x 9 doc. You can call it anything you want.

I'll click OK, and you can see that it shows up here in the Document Preset popup menu right at the top. In fact, let's go ahead and cancel this and say we're starting over from scratch, a couple of days from now, we're going to go to File menu, choose New, choose Document, up comes the New Document dialog box, and you can see that there's my Preset from the Document Preset popup menu. I can select that, and it fills out all of the rest of this. So, I don't have to worry about it. I don't need to go in there, and make sure it's correct. I know it's correct, because it was when I made my Preset. So that's very, very handy. Now, I'll click OK, and you can see that the document is just dandy.

It's just what the doctor ordered, but you know, sometimes you'll do that. You'll set up a new document, you'll create it, and then you'll look at it and you'll say that's not what I wanted. I wanted this to be Portrait, not Landscape. Well, don't panic. It's not the end of the world. All the changes that you've made inside that New Document dialog box can be updated, they can be changed in an already existing document. For example, if I did want to change this to Portrait instead, I would go to the File menu, and choose Document Setup. Document Setup lets me change a lot of those features that were in the New Document dialog box.

Note that it will not let me change the Document Intent. It's still set to Print. It will not let me automatically add a new Master text frame. I don't care. I'm not going to use one anyway. But it will let me change things like the Page Size, and the Orientation. Let's go ahead and change that to Portrait instead. It'll also let me change my Bleed and Slug settings, which again I'll cover in a later chapter. You'll notice that it does not show me the Column and Margin guides. That's interesting. You can still change those, you just don't do it in this dialog box. You do it in a different dialog box and I'll cover that in a movie later in this chapter as well.

But in general, you get the idea here that you can change all these values right in here. Let's go ahead and click OK, and you can see that I've changed this already existing document to Portrait instead. You know making a new document with the proper settings is the first step in creating a strong foundation for your publication. In the next few movies, I'll cover many other settings that you should pay attention to when building your documents.

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This video is part of

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InDesign CS5 Essential Training

135 video lessons · 89812 viewers

David Blatner
Author

 
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  1. 5m 50s
    1. Welcome
      1m 33s
    2. What is InDesign CS5?
      2m 26s
    3. Using the exercise files
      1m 51s
  2. 54m 49s
    1. Understanding the Application window
      6m 0s
    2. Navigating pages
      6m 39s
    3. Zooming and magnifying
      6m 57s
    4. Managing more than one document window
      3m 36s
    5. Setting rulers and measurements
      2m 9s
    6. Positioning panels correctly
      6m 28s
    7. Saving time by making workspaces
      3m 24s
    8. Setting the view quality of artwork
      4m 9s
    9. Adjusting View and Preview settings
      4m 56s
    10. Rotating pages and spreads
      3m 2s
    11. Displaying a new view with the New Window feature
      3m 29s
    12. Setting application and document preferences
      4m 0s
  3. 21m 31s
    1. Using the Tool panel
      8m 1s
    2. Learning and editing keyboard shortcuts
      6m 24s
    3. Working with spring-loaded tool shortcuts
      1m 17s
    4. Using contextual menus
      2m 51s
    5. Choosing menu items with Quick Apply
      2m 58s
  4. 45m 25s
    1. Creating new documents
      7m 28s
    2. Saving and reverting documents
      3m 41s
    3. Using multiple Undo and Revert
      4m 28s
    4. Setting margin and column guides
      5m 16s
    5. Using ruler guides
      8m 10s
    6. Bleeding colors or images off the side of the page
      4m 29s
    7. Saving objects in libraries
      4m 49s
    8. Exporting and importing page snippets
      4m 29s
    9. Saving for CS4 with IDML
      2m 35s
  5. 31m 18s
    1. Inserting, deleting, and moving pages
      7m 23s
    2. Changing page size
      6m 14s
    3. Adding page numbering
      3m 43s
    4. Changing page numbering with sections
      5m 58s
    5. Creating and applying master pages
      5m 20s
    6. Overriding master page items
      2m 40s
  6. 1h 21m
    1. Understanding text frames
      4m 6s
    2. Typing and editing text
      4m 36s
    3. Filling with placeholder text
      2m 38s
    4. Inserting special characters
      4m 43s
    5. Importing text
      7m 49s
    6. Threading text frames
      4m 1s
    7. Setting text frame columns and insets
      6m 32s
    8. Setting vertical justification and first baseline position
      6m 9s
    9. Putting text on a path
      6m 51s
    10. Using the Story Editor
      8m 43s
    11. Checking spelling
      7m 42s
    12. Using Find/Change
      9m 25s
    13. Tracking text changes
      8m 1s
  7. 49m 50s
    1. Importing graphics
      8m 11s
    2. Importing from Mini Bridge
      5m 27s
    3. Using the Links panel
      6m 34s
    4. Embedding links
      2m 37s
    5. Editing graphics in their original app
      3m 14s
    6. Fitting graphics to a frame
      6m 12s
    7. Taking advantage of image transparency and clipping paths
      4m 53s
    8. Adding live captions
      5m 56s
    9. Colorizing images
      2m 1s
    10. Turning image layers on and off
      4m 45s
  8. 46m 15s
    1. Selecting objects
      5m 32s
    2. Applying basic strokes and fills
      8m 18s
    3. Using advanced strokes
      3m 28s
    4. Adjusting transparency
      4m 38s
    5. Adding drop shadows
      6m 41s
    6. Applying feathering
      4m 25s
    7. Copying formatting with the Eyedropper tool
      4m 35s
    8. Finding and changing object formatting
      4m 50s
    9. Making polygons and starbursts
      3m 48s
  9. 22m 56s
    1. Making interactive documents
      2m 6s
    2. Adding hyperlinks
      5m 52s
    3. Building bookmarks
      3m 38s
    4. Creating buttons
      8m 57s
    5. Animating an object
      2m 23s
  10. 23m 29s
    1. Creating color swatches
      5m 52s
    2. The danger and power of unnamed colors
      4m 47s
    3. Building tint swatches
      2m 18s
    4. Creating gradient swatches
      3m 56s
    5. Applying gradients
      6m 36s
  11. 50m 0s
    1. Positioning objects with the Page Gap tool
      2m 53s
    2. Stacking objects
      2m 13s
    3. Creating and controlling layers
      3m 53s
    4. Managing objects in the Layers panel
      3m 37s
    5. Nesting objects
      2m 46s
    6. Editing frame and path shapes
      4m 6s
    7. Adding rounded corners and other corner options
      3m 57s
    8. Grouping objects
      3m 14s
    9. Locking objects
      2m 39s
    10. Aligning and distributing
      5m 43s
    11. Understanding text wrap
      8m 13s
    12. Using anchored objects
      6m 46s
  12. 18m 49s
    1. Duplicating objects
      5m 39s
    2. Rotating objects
      3m 3s
    3. Scaling objects
      3m 57s
    4. Mirroring objects
      3m 46s
    5. Using the Transform Again feature
      2m 24s
  13. 25m 52s
    1. Applying basic character styling
      7m 8s
    2. Applying advanced character formatting
      4m 54s
    3. Changing case
      2m 51s
    4. Understanding OpenType features
      3m 19s
    5. Using Find/Change for text formatting
      3m 18s
    6. Using Find Font
      4m 22s
  14. 45m 27s
    1. Applying formatting to a paragraph
      4m 14s
    2. Spanning a paragraph across multiple columns
      3m 5s
    3. Splitting a paragraph into multiple columns
      2m 1s
    4. Using drop caps
      3m 16s
    5. Adjusting text hyphenation
      3m 21s
    6. Fine-tuning justified text
      4m 19s
    7. Setting tabs
      5m 54s
    8. Aligning to a baseline grid
      4m 24s
    9. Controlling orphans and widows with Keep Options
      2m 39s
    10. Adding rules (lines) above or below a paragraph
      3m 14s
    11. Adding automatic bullets
      4m 39s
    12. Working with numbered lists
      4m 21s
  15. 31m 3s
    1. Creating and applying paragraph styles
      6m 34s
    2. Using character styles
      5m 43s
    3. Applying styles automatically with Nested Styles
      7m 19s
    4. Using object styles
      3m 27s
    5. Using Quick Apply with styles
      2m 49s
    6. Cleaning up a local formatting mess
      5m 11s
  16. 37m 0s
    1. Creating a table
      5m 54s
    2. Adjusting rows and columns
      6m 35s
    3. Formatting a table
      8m 5s
    4. Adding headers and footers
      1m 58s
    5. Applying table styles
      5m 32s
    6. Adding Microsoft Word and Excel tables
      8m 56s
  17. 10m 26s
    1. Checking your document with the Preflight panel
      2m 54s
    2. Creating a custom preflight profile
      4m 45s
    3. Checking color with the Separations Preview
      2m 47s
  18. 31m 7s
    1. Packaging for output
      4m 13s
    2. Using the Print dialog box
      10m 22s
    3. Exporting a PDF
      8m 47s
    4. Exporting an interactive PDF
      3m 59s
    5. Exporting text
      1m 36s
    6. Exporting SWF files
      2m 10s
  19. 1m 32s
    1. Finding more information and help
      1m 12s
    2. Goodbye
      20s

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