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Customizing InDesign menus


From:

InDesign Insider Training: Beyond the Essentials

with David Blatner

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.
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  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. 1m 35s
    1. Going ever deeper with InDesign
      1m 35s

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Watch the Online Video Course InDesign Insider Training: Beyond the Essentials
4h 54m Intermediate Mar 22, 2013

Viewers: in countries Watching now:

In this course David Blatner builds on his Essential Training series, bringing his knowledge of and passion for Adobe InDesign to lessons that show you how to harness its power and functionality. This installment covers a wide range of advanced topics from interface customization to cutting-edge layout and text-formatting techniques. Learn how to set key application and document preferences, format long documents, match swatches, use GREP styles, and much more.

Topics include:
  • Setting preferences
  • Working with parent and child master pages
  • Adding alternate layouts
  • Exporting and importing page snippets
  • Tracking text changes
  • Choosing other languages
  • Aligning to a baseline grid
  • Applying styles automatically with nested and line styles
  • Embedding links
  • Turning image layers on and off
  • Using the Pathfinder and compound paths
  • Power scaling and spacing
Subject:
Design
Software:
InDesign
Author:
David Blatner

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.

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