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InDesign CS4 Beyond the Basics

Creating notes


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InDesign CS4 Beyond the Basics

with David Blatner

Video: Creating notes

If you are anything like me, your memory isn't like it used to be and you probably want to leave notes for yourself all over the place. Well, the good news is that InDesign has a Notes feature so that you can leave notes for yourself or for others if you are handing these documents off to somebody else. However, you can only add these kinds of notes inside of a text frame as part of a story. Let's see how it's done. I am going to put a note inside this story here. So I will select it and zoom into 200% with Command+2 or Ctrl+2 on Windows and I will double-click inside here to switch to the Type tool. To add a note, I will go to the Type menu, choose the Notes submenu and then choose New Note. Two things happen when I do that.
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  1. 2m 11s
    1. Welcome
      1m 3s
    2. Using the exercise files
      1m 8s
  2. 25m 16s
    1. Reviewing Control panel shortcuts
      8m 34s
    2. Managing panels
      6m 14s
    3. Letting InDesign do the math
      2m 52s
    4. Using Selection tool clicks
      1m 39s
    5. Using Quick Apply shortcuts
      3m 2s
    6. Setting up context shortcuts
      2m 55s
  3. 23m 51s
    1. Using column guides
      3m 42s
    2. Formatting and positioning guides
      5m 15s
    3. Setting first baseline options
      5m 30s
    4. Using the Document grid
      3m 13s
    5. Setting bleeds
      3m 3s
    6. Using slugs
      3m 8s
  4. 48m 2s
    1. Shuffling pages (or not)
      2m 47s
    2. Scaling objects to a specific size
      2m 32s
    3. Aligning objects to a page
      4m 41s
    4. Using advanced libraries
      4m 5s
    5. Using advanced anchored objects
      11m 21s
    6. Setting non-printing objects
      3m 10s
    7. Creating notes
      5m 23s
    8. Using Data Merge
      10m 41s
    9. Creating templates
      3m 22s
  5. 39m 32s
    1. Creating polygons and starbursts
      2m 35s
    2. Setting custom stroke styles
      5m 15s
    3. Using advanced effects
      8m 46s
    4. Making masks in InDesign
      4m 10s
    5. Integrating InDesign and Illustrator
      4m 59s
    6. Setting compound paths
      5m 4s
    7. Using advanced clipping paths
      6m 6s
    8. Using advanced image transparency
      2m 37s
  6. 55m 26s
    1. Using advanced text formatting
      5m 37s
    2. Using other languages
      4m 22s
    3. Setting advanced paragraph numbering
      3m 12s
    4. Using GREP to find/change
      6m 54s
    5. Managing glyphs
      5m 6s
    6. Finding and changing glyphs
      2m 39s
    7. Adding footnotes
      7m 57s
    8. Creating outlines
      3m 39s
    9. Setting conditional text
      9m 16s
    10. Creating cross-references
      6m 44s
  7. 33m 3s
    1. Advanced text importing
      7m 49s
    2. Using Apply Next Style
      5m 4s
    3. Advanced text styling
      6m 9s
    4. Setting load styles
      2m 58s
    5. Linking to text files on disk
      4m 1s
    6. Understanding GREP styles
      7m 2s
  8. 1h 4m
    1. Building a multi-document book
      4m 42s
    2. Setting page numbering across books
      7m 53s
    3. Setting chapter numbering
      6m 7s
    4. Using the Section Marker feature
      6m 53s
    5. Creating "Continued On..." numbers
      4m 44s
    6. Synchronizing documents in a book
      5m 41s
    7. Creating a table of contents
      11m 24s
    8. Indexing documents
      7m 24s
    9. Generating an index
      6m 47s
    10. Printing or exporting a book
      3m 10s
  9. 46m 4s
    1. Creating hyperlinks
      12m 53s
    2. Setting bookmarks
      6m 7s
    3. Creating buttons
      11m 16s
    4. Making movies
      8m 24s
    5. Creating sounds
      4m 51s
    6. Setting page transitions
      2m 33s
  10. 25m 59s
    1. Setting up swatch and style defaults
      3m 24s
    2. Using mixed ink colors
      6m 16s
    3. Working with duotones
      4m 23s
    4. Overprinting
      2m 10s
    5. Ink aliasing
      4m 50s
    6. Using the Kuler panel
      4m 56s
  11. 50m 27s
    1. Creating the transparency blend space
      4m 6s
    2. Understanding InDesign color settings
      9m 8s
    3. Assign Profile and Convert to Profile
      3m 26s
    4. Working with RGB images
      7m 54s
    5. Working with CMYK images
      6m 28s
    6. Soft-proofing
      5m 18s
    7. Managing color at print time
      7m 25s
    8. Managing color in a PDF export
      6m 42s
  12. 42m 1s
    1. Embedding preflight profiles
      5m 1s
    2. Using the Transparency Flattener preview
      3m 23s
    3. Reviewing Transparency Flattener settings
      6m 30s
    4. Setting print presets
      3m 35s
    5. Setting PDF presets
      3m 21s
    6. Exporting to XHTML
      7m 42s
    7. Exporting to SWF
      6m 45s
    8. Exporting to XFL
      5m 44s
  13. 25m 58s
    1. Understanding XML and InDesign
      6m 51s
    2. Structuring InDesign content
      4m 17s
    3. Importing XML
      6m 57s
    4. Exporting to XML
      7m 53s
  14. 34s
    1. Goodbye
      34s

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InDesign CS4 Beyond the Basics
8h 3m Intermediate Dec 05, 2008

Viewers: in countries Watching now:

David Blatner brings his knowledge of and passion for InDesign to the latest release of this state-of-the-art publishing program, showing how to harness its power and functionality. InDesign CS4 Beyond the Basics covers the process of publishing with an eye on the program's latest nuances: optimizing page layouts, automating InDesign with Data Merge and XML, exploring interactive documents (including making movies), and exporting publications to a variety of formats. Exercise files accompany the course.

Topics include:
  • Automating with Data Merge and XML
  • Optimizing page layouts
  • Using advanced effects
  • Creating interactive documents
  • Integrating with Illustrator
Subject:
Design
Software:
InDesign
Author:
David Blatner

Creating notes

If you are anything like me, your memory isn't like it used to be and you probably want to leave notes for yourself all over the place. Well, the good news is that InDesign has a Notes feature so that you can leave notes for yourself or for others if you are handing these documents off to somebody else. However, you can only add these kinds of notes inside of a text frame as part of a story. Let's see how it's done. I am going to put a note inside this story here. So I will select it and zoom into 200% with Command+2 or Ctrl+2 on Windows and I will double-click inside here to switch to the Type tool. To add a note, I will go to the Type menu, choose the Notes submenu and then choose New Note. Two things happen when I do that.

First, the Notes panel appears, which I will move over to the side here. The second thing is, you will see a little kind of double triangle hourglass shape icon appear where the note is going to be. The cursor is flashing inside of the Notes panel already so I simply type the note. Here is my note, hopefully your notes will be a little bit more interesting than this, but you got the idea. Let's add another note. I will click over here and I will click on the New Note button and it adds a new note over here. This is going to be -- is this supposed to be milk or a dark chocolate? You can ask your question here. By the way, when I am adding a note, I cannot select text or even select a word, I have to have the cursor flashing inside the story or I will see the note will not be able to be added.

Let's look at another way to add a note. I will switch to the Note tool, here in the Tool panel. Now, I can click anywhere even if the Text Frame isn't selected. I will click up here, it adds a note and I will start typing. Let's look at the top of the Notes panel. Here we see the number of characters and words in this particular note. We see that this is note number 1 out of 3, so it tells us how many notes are in this document. It also tells us when it was created, when it was last modified and the author. Right now it's set to Unknown User Name. That's because I have not told InDesign who I am yet, it can't guess. So let's take care of that.

I will go to the File menu and choose User. Now I will type my name in here and I will pick myself a color. How about dark green? That sounds nice! I'll click OK. This does not change any of the notes that I have already created, but as soon as I start making a new note, you will see that my color shows up here instead of that gold color and my name shows up as the author of these particular notes. Here is another way to make notes. I can select some text, go to the Type menu, go down to the Notes submenu and choose Covert to Note. Now all of that text has turned into a note. If I want to see my note, I can place my cursor on top of the upper half of the icon and I can see a tooltip that shows me the note.

I can also click on that and the note shows up here in the Notes panel. I can see that I seem to have made a mistake there and the F is not in the note. So I can type F here and then come over here and delete the F over there. Another way to see my notes is by going to the Story Editor and if you have seen the Essential Training title, you know that the Story Editor is one of my favorite features in the whole program. I will go the Edit menu. We will choose Edit in Story Editor or press Command+ Y or Ctrl+Y on Windows and we can see this whole story in a nice Story Editor window, including the notes and the notes show up inside of these little collapsible squares. I don't know what to call them, but basically if you click on them, they collapse to almost nothing.

I am just clicking on those to collapse them. That makes it easier to read the story and later I can click on them again to open the note. I can even come in here and edit that. So instead of saying first name, I will change this to second or third name and we can see that as I type there, it updates in the Notes panel as well. Let's close the Story Editor and zoom back to Fit Page in Window. I did a Command+0 or Ctrl+0 on Windows. I will deselect everything with a Command+Shift+A or Ctrl+Shift+A on Windows. Now let's say, somebody has just given me this document and I opened it in InDesign and I don't know if there are any notes in here that I need to pay attention to. How can I find out? Well, here is the trick, just use the Type tool and place the cursor inside any text story, doesn't matter which, just choose any text story. Now, in the Notes panel, click on the Next Note button. That's that little triangle over here.

Click once on there and it jumps right to the first note and I can see that this is note number 1 of 5. I can move through those notes one at a time with these buttons. If I want to go right to that note, I can click on the Go to Note anchor button and that takes me directly to that note. I will zoom in to 400% with Command+4 or Ctrl+4 on Windows and you can see that note is actually selected inside the story. I can see that I don't really need this note in here, so I will go ahead and delete it by pressing the Delete Note button, now it's gone. I will go to the next note and delete it and we can move on from there.

The Notes feature is even more helpful if you have editors who are using InCopy, because your notes show up there and their notes will show up for you. But even if you are just working on your own, adding notes is an easy way to prop up that rapidly failing memory.

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