Seasonal Savings: 20% off selected memberships for a limited time. Give now

Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Customizing InDesign menus

From: InDesign Insider Training: Beyond the Essentials

Video: Customizing InDesign menus

When you go to the File Menu, do you really need this Import XML feature? Well, if you do XML, then you do, but if not, then why clutter up the Menu with it? The more features you have in the Menu, the less efficient you're going to be when you're going to look for a feature in a menu. But you can customize InDesign's menus really easily. To do that, you go to the Edit menu, and choose Menus, way down here at the bottom. Up comes the Menu Customization dialog box and you can see that all the menus are listed here.

Customizing InDesign menus

When you go to the File Menu, do you really need this Import XML feature? Well, if you do XML, then you do, but if not, then why clutter up the Menu with it? The more features you have in the Menu, the less efficient you're going to be when you're going to look for a feature in a menu. But you can customize InDesign's menus really easily. To do that, you go to the Edit menu, and choose Menus, way down here at the bottom. Up comes the Menu Customization dialog box and you can see that all the menus are listed here.

I'll open the File menu, and I'll choose the feature that I want to change, in this case, Import XML. This little picture there is a graphic of an eyeball, and if I click on it, it disappears. That simply means that the feature will no longer appear in the Menu. This column on the right, the color column, lets me assign a color to a feature. For example, first, I'm going to close this File section and I'm going to open the Type menu section. Inside the Type menu, I'm going to Change Case.

Now, I need to use the Change Case feature sometimes, not that often, but sometimes, and I'm going to colorize it to make it stand out. To do that, I'll click on the word None, and it turns into pop-up menu. Now, I can choose a color. Let's say red. So I've made two changes to my menus. I've hidden a feature and I've colorized a feature. Notice that whenever you make a change to this dialog box, the set changes to Modified. This tells me that there are changes over and above the default InDesign menus.

I can save my changes as my own set by clicking on the Save As button. I'll change this to David's Menu Set, click OK, and you can see that now the set menu shows up with my name. Let's go try it out. I'll click the OK button, and I'll look in the File menu, and we can see that suddenly, Import XML is gone. On the other hand, there's a new feature that appears. Down at the bottom of the menu, we see a feature called Show All Menu Items. Whenever you see that at the bottom of a menu, you know that some menu items have been hiding from you, and if you click on that, something interesting happens.

It disappears, the menu stays open, and the hidden features show up. Now, let me show you another secret way that you can make hidden menu features appear. If you hold down the Command Key on the Mac or Ctrl key on Windows before you click on a menu, all hidden features show up. But once again, if you don't hold down the modifier key when you choose a menu, it's disappeared. Now what about tat other feature, that Change Case feature that I colorized? Let's go take a look. Under the Type menu we'll see that, boom, wow, that's obvious.

I can jump right to it. For those few features that you need to use occasionally but you have a hard time finding in the menus, colorizing is a really great technique. And even better, when you customize your menus, either by hiding menu items or colorizing them, you can save these changes in a workspace. I talked about how to make workspaces in an earlier chapter. But you go to the Window menu, choose workspace, and then choose New Workspace. I'll call this My Edited Menus. When I do this, it's going to save both my panel locations, which panels are open and closed, and where they are on the screen, and Menu Customization, the changes to the menus that I just made.

That way, whenever you change your workspace, your menus can change, too.

Show transcript

This video is part of

Image for InDesign Insider Training: Beyond the Essentials
InDesign Insider Training: Beyond the Essentials

51 video lessons · 11888 viewers

David Blatner
Author

 
Expand all | Collapse all
  1. 2m 47s
    1. Welcome
      55s
    2. What you should know before watching this course
      45s
    3. Using the exercise files
      1m 7s
  2. 25m 17s
    1. Managing more than one document window
      5m 1s
    2. Positioning your panels
      5m 23s
    3. Setting up Mini Bridge
      3m 31s
    4. Saving a workspace
      3m 12s
    5. Displaying a new window or split screen
      5m 16s
    6. Rotating pages and spreads
      2m 54s
  3. 21m 48s
    1. Setting application and document preferences
      8m 54s
    2. Learning and editing keyboard shortcuts
      9m 23s
    3. Customizing InDesign menus
      3m 31s
  4. 33m 29s
    1. Parent/child master pages
      6m 26s
    2. Starting a document on a left page
      4m 0s
    3. Adding alternate layouts
      7m 34s
    4. Saving objects in libraries
      8m 46s
    5. Exporting and importing page snippets
      6m 43s
  5. 55m 37s
    1. Filling with placeholder text
      5m 35s
    2. Tracking text changes
      9m 12s
    3. Choosing other languages
      5m 45s
    4. Adjusting text hyphenation and justification
      9m 5s
    5. Adding hanging punctuation with Optical Margin Alignment
      5m 40s
    6. Controlling orphans and widows with Keep Options
      5m 41s
    7. Aligning to a baseline grid
      9m 1s
    8. Setting vertical justification and first baseline position
      5m 38s
  6. 26m 45s
    1. Applying styles automatically with nested and line styles
      7m 39s
    2. The basics of GREP styles
      5m 24s
    3. Using Break Link to Style
      3m 5s
    4. Exploring style groups
      10m 37s
  7. 33m 44s
    1. Including footnotes
      6m 21s
    2. Working with cross-references
      7m 41s
    3. Indexing a document
      12m 58s
    4. Exploring conditional text
      6m 44s
  8. 32m 6s
    1. Importing InDesign files
      4m 26s
    2. Advanced Links panel features
      8m 54s
    3. Embedding links
      3m 31s
    4. Adding live and static captions
      8m 1s
    5. Turning image layers on and off
      7m 14s
  9. 25m 35s
    1. Using advanced strokes
      9m 6s
    2. Using Pathfinder and compound paths
      8m 47s
    3. Using InDesign and Illustrator together
      7m 42s
  10. 35m 25s
    1. Power scaling techniques
      12m 12s
    2. Making grids
      8m 2s
    3. Power spacing
      3m 4s
    4. Making objects nonprinting
      4m 28s
    5. Default graphics and text frame styles
      7m 39s
  11. 20m 48s
    1. Building tint swatches
      4m 5s
    2. Mixed ink colors
      7m 35s
    3. Taking advantage of ink aliasing
      5m 15s
    4. Checking color with Separations Preview
      3m 53s
  12. 1m 35s
    1. Going ever deeper with InDesign
      1m 35s

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ .

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed InDesign Insider Training: Beyond the Essentials.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member ?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferences from the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your lynda.com subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.