navigate site menu

Start learning with our library of video tutorials taught by experts. Get started

InDesign CC Essential Training

InDesign CC Essential Training

with David Blatner

 


Find out how to build well-crafted print publications, interactive documents, digital magazines, and ebooks all in one application: InDesign CC. In this course, David Blatner guides you through the core features and tools of this popular page-layout application, including concepts such as setting up documents with master pages and easily formatting text, objects, and tables using styles. The first chapter helps those who are new to the program get up to speed with creating and editing documents. From there, the course shows how to navigate and customize the workspace, work with text frames and graphics, add and format tables, build interactive documents and EPUBs, and much more. Last, learn how to package, print, and export your finished project.
Topics include:
  • Getting started in just 30 minutes
  • Becoming familiar with the user interface
  • Setting up a new document
  • Placing graphics such as QR codes and barcodes
  • Formatting objects
  • Creating color and gradient swatches
  • Organizing projects with layers
  • Transforming objects
  • Incorporating drop caps, bullets, and numbering
  • Applying character and object styles
  • Building a multidocument book
  • Creating an interactive PDF and exporting to EPUB
  • Proofing a document with the Preflight panel
  • Printing and exporting a document

show more

author
David Blatner
subject
Design, Page Layout
software
InDesign CC
level
Beginner
duration
8h 58m
released
Jun 17, 2013

Share this course

Ready to join? get started


Keep up with news, tips, and latest courses.

submit Course details submit clicked more info

Please wait...

Search the closed captioning text for this course by entering the keyword you’d like to search, or browse the closed captioning text by selecting the chapter name below and choosing the video title you’d like to review.



Adobe InDesign
What is InDesign?
00:00Adobe InDesign is the industry-standard publishing application for print
00:04publications, interactive PDF documents, digital magazines, and EPUBs.
00:09Print designers use InDesign for creating rich typographic layouts, using
00:13InDesign's powerful typesetting tools, assembling photos and artwork into their
00:17designs quickly and easily, creating styles which allow them to instantly change
00:22the look and feel of their document, and packaging and pre-flighting their files
00:26for commercial print in a quick and organized manner.
00:30Interactive designers use InDesign for creating rich interactive documents with
00:33audio, video, and HTML content, adding slideshows to the digital publications to
00:39showcase multiple images, building interactive PDF forms to collect data from
00:45customers, and delivering digital publications to a wide variety of tablet and
00:49mobile devices using DPS.
00:53In addition to this, InDesign also gives publishers the ability to quickly
00:56convert their ordinary documents into digital formats like EPUB and then
01:00distribute those EPUB documents across multiple marketplaces.
01:04InDesign works in tandem with applications like Photoshop and Illustrator
01:08to assemble your artwork and photographs into visually engaging documents like these.
01:13No matter if you're a Print, Web or Interactive Designer, InDesign allows you to
01:18create a symbol and output your documents to suit your needs.
Collapse this transcript
Introduction
Welcome
00:00 (music playing)
00:04 Hi, I'm David Blatner. Welcome to InDesign, Essential Training.
00:08 In this course, I'll show you everything you need to start building your high
00:11 quality InDesign documents. I'll teach you how to create a new
00:15 document and build strong and flexible master pages which can really speed up
00:19 laying out your file. I'll explain how to bring text and
00:22 graphics onto your page, manipulate them and style them to make effective and
00:27 engaging designs. And I'll discuss how to ready your pages
00:30 for final output, whether that's print, PDF, or even an interactive ebook.
00:35 However, InDesign is so rich that every feature relates to every other feature
00:40 and that's why I recommend that you watch this essential training title once all
00:44 the way through and then go back and watch specific videos when you need a review.
00:49 I've been doing page layout for over 20 years and I've been working with InDesign
00:53 since version 1.0. Come on.
00:55 Let's have some fun with InDesign.
00:58
Collapse this transcript
Using the exercise files
00:00 Before we jump in and start learning about InDesign's features and how to use
00:04 them, let me say a quick word about the exercise files available for you to use.
00:07 If you're a premium member of the Online Training Library, you have access to the
00:12 exercise files that I'm going to be using throughout this training.
00:16 The files have been broken down into chapters.
00:18 And if you're following along, it's important to open the correct file for
00:21 each chapter. Many of these files have the same or
00:25 similar name but are in fact significantly different in order to show
00:28 off or discuss particular features in the program.
00:31 To open a document simply double click on it and it opens an InDesign.
00:36 If you see a dialog box like this that says there are missing links or modified
00:39 links, go ahead and click, Don't Update Links, because those files obviously
00:43 aren't necessary for this particular exercise.
00:46 Also, if you see a dialog box that say you're missing fonts, you can go ahead
00:50 and replace them with fonts that you have one your system.
00:53 One more thing about these files, at the end of each movie, as we've moved things
00:57 or change it, you should go to the file menu and choose revert.
01:02 That's what I do. So you'll see a nice clean file at the
01:04 beginning of each movie. The reason I do this is so that you can
01:07 jump right to any movie you want, even if it's in the middle of a chapter, and you
01:11 won't be lost. Now there is one exception to this.
01:14 And that's in Chapter 1, where each movie actually does build on where we left off
01:19 in the previous movie. On the other hand, if you're a monthly or
01:22 an annual subscriber to the online training library, you won't have access
01:26 to these files, but you can still learn by either just watching what I do, or by
01:30 following along using your own text and image assets.
01:33
Collapse this transcript
Adjusting the interface: Dark and light
00:00 My copy of InDesign might not look exactly like yours.
00:03 That's okay, don't panic. It's just because Adobe lets people
00:07 customize the user interface in various ways, that is all the panels, the tools
00:11 and so on. In particular, you can adjust the
00:14 lightness or darkness of the screen. Now, a lot of designers like dark
00:17 charcoal gray. It's soothing to the eye and most
00:20 importantly, it doesn't distract your eye from the important stuff, the graphics
00:25 and text on your page. Other designers are more used to a
00:28 lighter interface, partly because that's the way Adobe software looked for many years.
00:33 You can change InDesign's appearance in the preferences dialogue box.
00:36 To find that on the Mac you go to the InDesign menu.
00:40 In Windows you go to the bottom of the Edit menu.
00:42 The location of this menu item is actually one of the only differences
00:46 between the Mac and Windows versions of the program.
00:49 Inside this Preferences sub-menu, choose Interface.
00:53 Now there are a lot of things we can change in here, but I'm going to focus on
00:56 the appearance, and specifically the color theme.
01:00 Right now I have this set to medium dark, but you can change this pop-up menu to
01:04 something else. You can make it darker if you want, or
01:07 make it much lighter. You can even fine tune the control here
01:11 by changing this slider. The other feature that you'll notice here
01:15 is Match Pasteboard to Theme Color, but I don't usually turn that on and off here,
01:19 I use the View menu. I'll show you, I'll click OK and here in
01:23 the View menu you'll see the same feature, Match Pasteboard to Theme Color.
01:27 Right now, that's turned on, which means the pasteboard, the area around the page,
01:32 is kind of a grey color. If I turn that off, it goes to plain white.
01:37 Now, sometimes I have the pasteboard set to the UI color and sometimes I have it
01:40 turned off. It depends on what I'm doing and what
01:42 kind of document I'm working on. Anyway, the important thing is that if my
01:47 screen sometimes looks different than yours, now you know why and what you can
01:51 do about it.
01:51
Collapse this transcript
1. Learn InDesign in Thirty Minutes
Getting started
00:00 Our goal in this first section is to get you acquainted enough with InDesign that
00:04 you can create a new InDesign file or edit one that someone else has made.
00:08 This is the basics of the basics. Step zero.
00:10 Just the facts, Ma'am. If your boss handed you a file and you
00:14 need to open it and do something with it before lunch today, start here.
00:17 Okay, let's dive in. Everyone knows how to create a new file.
00:20 You go to the file menu and then choose new.
00:22 But in inDesign it gives you 3 different options.
00:28 In this case we want to choose new document.
00:31 The new document dialog box has a lot of options and I'm going to cover all of
00:35 these in our later chapter. But for right now, the first thing you
00:37 need to think about is does your document have basing pages.
00:40 That is, does it have a left hand and a right hand page like a book or a magazine.
00:45 If it doesn't, then turn off the facing pages checkbox.
00:49 Next you want to choose a page size from the page size pop up menu.
00:52 Or type in a value here. This is the final size, what's called the
00:56 trim size. Down at the bottom of the panel, we see
01:00 the margin. These just add margin guides.
01:03 They're just guidelines, you can ignore them if you want.
01:06 Now, I'll click okay, and In Design creates a nice, new clean document for me.
01:10 Now, you could start with an empty In Design document like this, if you want.
01:13 But, I find it's usually easier to start with a template.
01:16 Something that's partially created. And then, change the text and graphics as
01:20 I work. Now I have a template to work with in my
01:22 exercise folder, so I'm going to switch to that and open it.
01:27 Here it is, brochure intro dot indd, its inside this exercise files folder, and I
01:32 can open it simply by double clicking on it.
01:35 Of course, you could also go to the files menu and choose open.
01:38 There's the file. I also want to mention that this open
01:44 dialog box lets me open quark express and page maker files.
01:47 I'm talking about the old quark express 3 and 4 files, and also page maker 6.5 or 7 files.
01:54 If you have one of those files. Just select it in the open dialogue box
01:57 and click open and InDesign will translate it.
02:00 It will convert it into an InDesign file. Now, if you have a QuarkXPress document
02:04 created in a later version, like maybe QuarkXPress 5, 6, 7, 8, or 9, you could
02:09 still open those but you need a plug in from a company called Markzware.
02:13 And the plug in is called Qx2ID. Markzware also sells another plugin that
02:19 lets you to open Microsoft Publisher files and InDesign.
02:22 That's cool. But, in this case, I'm going to click
02:24 cancel because I already have my document open.
02:27 There's the template that I'm going to use.
02:29 In the next few movies, I'll be filling this out by adding text and graphics.
02:32 Now, this template comes with the exercise files but there are lots of
02:36 InDesign templates available in the web, including dozens of free ones on the site
02:40 that I run with Enrique Concepcion, called InDesign Secrets.
02:44 Here on this page, there are dozens of free templates that you can download and
02:47 use, including ones to create books, brochures, menus, and more.
02:51 Just download them, open them in InDesign, and you're good to go.
02:55 Of course, getting your document open is just the first step on the adventure
02:58 called InDesign. Next, we're going to learn how to get
03:01 text in there, and make it look the way you want.
03:03
Collapse this transcript
Adding and editing text
00:00 Okay, we have our document open but we have a problem, it's mostly empty.
00:04 Empty document not good. Let's look at how we can get some text in here.
00:08 And then edit it and format it. The main tool in InDesign for
00:12 manipulating text is the Type tool. That's the one in the tool panel over
00:15 here, the one with the T on it. The Type tool lets me do two things in InDesign.
00:20 It lets me create text frames, that is frames that are going to contain text,
00:24 and it also lets me edit the text inside those frames.
00:27 So, first I'm going to take that type tool and I'm going to drag out a
00:31 rectangle on my page. When I let go of the mouse button, you'll
00:35 see that the Type tool created a text frame, and the text cursor is flashing
00:38 inside of here. So, I can go start typing now if I want.
00:43 Now in this case, I don't want to type all the text that I want to put in this frame.
00:46 So, I'm going to delete that by selecting it and then hitting the Delete key.
00:50 Instead, I want to place text from my hard drive.
00:53 And I can place a text file or a Word file or even an RTF with fully formatted
00:58 text inside any text frame. To do that, I go to the File menu and
01:02 choose Place. Then I choose the file that I want to
01:05 import, in this case it's this brochure_intro.rtf file, and I'll click Open.
01:09 When I click Open all of the formatted text is placed inside the text frame.
01:14 Now over here on the right side of my page I have an empty text frame, so I can
01:18 click on that and place text inside of here by typing in it.
01:21 I'd kind of like this text to be in all caps but instead of typing it over in all
01:29 caps I'm just going to select it by dragging over it and then I'll go up to
01:32 the control panel. The control panel is this panel across
01:35 the top of the screen and this lets you control all of your formatting, both
01:40 object and text formatting. So to make this text all caps, I'm just
01:44 going to click on the All Caps button. When I click on that, the text becomes
01:48 all caps, but it's not really all caps. It just looks that way.
01:51 I'll click again, and you'll see it goes back.
01:54 It's all caps formatting. Let's turn that back on.
01:56 Now, let's change the color of a single word.
01:59 I'm going to double-click on the second word, design, to select it.
02:03 Then I'll choose a fill color from the middle of the control panel.
02:06 This popup menu next to the orange T is the fill popup menu.
02:10 When I click on that, up comes this list of all the color swatches from this document.
02:15 I'll talk about color swatches and how to create new ones in a later chapter.
02:18 In this case I'm simply going to click on this blue swatch and then click down here
02:22 and you'll see that the text is now blue. I'll make one more little text formatting
02:26 change here. I'm going to select some text, maybe this
02:28 last sentence at the end of this text frame down here and I'm going to make it italic.
02:33 To do that I'll go back to my control panel and the second pop up menu on the
02:37 left is the Font Style menu. I could either choose italic from this
02:42 menu or I could press Cmd+Shift+I or Ctrl+Shift+I.
02:46 Either of those things make that sentence italic.
02:49 Now, as you can see, there are many other features in the control panel for
02:52 formatting text. InDesign is a text and typography powerhouse.
02:56 And I'm going to be covering lots more about text in later chapters.
03:00 Now, this document is starting to come together, but you know what Shakespeare
03:02 would say about this, words, words, words, bring on the pictures.
03:06 Okay, hold on, Will. That's where we're headed next.
03:09
Collapse this transcript
Adding and replacing graphics
00:00 It's easy to get graphics into InDesign and you may be tempted to copy them out
00:04 of one program and paste them in here, but don't do it.
00:07 Resist the urge. Instead, you want to place them.
00:11 That is, go to the File menu and choose Place.
00:15 When you choose Place, InDesign gives you a list of all the different files that
00:18 you can place inside this document. In this case, I'm going to place this
00:22 logo file, this .ai or Adobe Illustrator file.
00:25 And then when I click open, InDesign loads what's called the place cursor or
00:30 the place gun. This place cursor lets me insert or place
00:33 this graphic inside of a frame that I already have or it will create a frame
00:38 for me. But its very important to pay attention
00:41 to the place cursor icon. Right now, if you look closely in the
00:44 upper left corner, I see the place cursor has little dotted lines, kind of as parenthesis.
00:50 That means if I click right now, this image is going to go into the empty frame
00:53 behind the cursor. If I move the cursor out here it changes.
00:57 Now I have a sharp pointer cursor. That means if I click, it's going to
01:01 create a new frame for me. So, I'm simply going to click.
01:05 You see it made a frame, and put the image into it.
01:07 Now, if I want to move that into position, I make sure that I have my
01:10 Black Arrow Selection tool selected in the Tool panel, and I can simply click
01:14 and drag. Okay, let's go get another graphic.
01:18 But before I do, notice that this frame, this graphic frame, is still selected.
01:23 I'll go to the File menu and choose Place.
01:24 This time, I'm going to choose this Roux Spirals file, and I'll click Open.
01:31 What happened to my logo? Well, you'll see that the image that I
01:33 placed actually replaced that logo, because it put that picture into the
01:37 frame that was selected. That's actually not what I'd intended to do.
01:41 I wanted to put those spirals over here, inside this frame.
01:45 But that's okay. InDesign has a very robust undo.
01:47 So, I'm going to go to the Edit menu and choose Undo.
01:51 That not only put's that logo back, but it loads my spirals onto my place cursor.
01:55 So, now I can come over to this frame and then click.
01:59 The graphic goes into that frame. It's too large for the frame.
02:02 But I'll deal with that later. I'm gong to bring in a couple more graphics.
02:05 But this time, I'm going to deselect this by clicking out here on the pace board.
02:10 There's no frames out there so that deselects everything.
02:13 Now, I'll go back to my place dialog box. I'll do that with a Cmd+D on the Mac or a
02:17 Ctrl+D on Windows, and I'm going to grab this logo again here.
02:20 Click Open, and this time, I want the logo down at the bottom of this page.
02:25 Unfortunately, you see that cursor, it says it's going to go into an empty frame
02:28 in the background. I don't want that.
02:30 So, I'm going to trick this by clicking and dragging.
02:34 When I click and drag, InDesign makes a frame exactly that size and then places
02:38 the graphic into it and scales it to fit that frame.
02:41 Okay, let's go ahead and grab the last image.
02:43 I'm going to click out here where there's nothing so it deselects everything.
02:46 Go back to my place dialog box and then choose this Photoshop file.
02:50 I'm going to click Open. And this time, I'm simply going to click
02:53 out here to place that graphic inside my document.
02:56 Again, InDesign made the frame for me and placed the picture into it.
03:00 Now one thing to notice here. You'll see that end design honors the
03:03 transparency from this Photoshop file. That is where there's a checkerboard
03:07 background in Photoshop is transparent here in InDesign.
03:10 So, that means I can see right through that background area.
03:13 But there's something else here that you don't see immediately.
03:15 And that's that InDesign is linking to the file on disk.
03:19 Every time you place an image into InDesign, it doesn't actually embed the
03:23 image into your document, it links to it. It creates a link between the InDesign
03:27 document and the high resolution file on disk.
03:30 You can see that link, by going to the Links panel.
03:34 Over here on the right side of my screen, you'll see something called the Dock.
03:38 That contains a bunch of the panels that I often use.
03:41 In this case, I'm going to click on links to open my Links panel.
03:44 Here in the Links panel, we can see all the images that I've placed.
03:47 Because that Photoshop image is selected on the page, it's also selected here in
03:51 the Links panel. There's much more to say about pictures
03:54 and graphics and links. And I'm going to cover all of that in
03:56 detail in a later chapter. For now, we finally have a document that
04:00 has texts and graphics. But it's definitely far from finished.
04:03 Next, I'm going to show you how to move these objects around to get just the look
04:07 that you want.
04:07
Collapse this transcript
Moving objects
00:00 We've just been kind of throwing text and graphics onto this page, and it is a mess.
00:04 So, let's go ahead and clean it up! Head toward a finished product that we
00:08 can print. The main tool that we're going to use to
00:10 move objects around our page is the Selection tool.
00:13 That's the first tool at the top of the Tool panel.
00:16 Also called the Black Arrow tool. We saw this tool briefly in the last
00:19 movie, but the Selection tool lets me move objects around my page and even
00:23 resize them and rotate them. Let's see how to do it.
00:27 If I click on this object here, this logo, I can drag it around my page.
00:32 Now you'll notice as I drag it I see all these green lines flashing on and off.
00:36 Those are called Smart Guides. And Smart Guides are a great way to make
00:40 sure that objects are aligned or distributed on your page properly.
00:43 So, I'm going to drag this over until I see a green line, a green vertical line
00:48 that goes between it and the frame beneath it.
00:51 When I let go of the cursor, you'll see that it's lined up perfectly.
00:54 I'll do the same thing with the logo down here.
00:56 I'll select it, and then drag it around until it aligns through the center of the
01:00 object above it. Now I'm going to move this image of this photographer.
01:05 If I click in the image up here around the edge and drag, you'll see that the
01:08 image actually moves. But that's different than if I click on
01:11 this little icon in the middle. That's called the Content Grabber.
01:14 It looks kind of like a bagel or a Lifesaver candy.
01:17 The Content Grabber actually let's me move the picture inside the frame.
01:21 For example, if I click and drag here, you'll see that the image moves and the
01:25 frame doesn't. That's actually a very important thing
01:28 for you to understand about InDesign. Images and frames are two separate things.
01:32 I currently still have the frame selected.
01:35 But, if I double-click on this frame, it goes inside and selects the image.
01:40 You'll notice that the highlight changed, and also the cursor change to a hand cursor.
01:44 And that means now I'm moving the image around, not the frame.
01:47 I can go ahead and move this back to approximately where I want it.
01:50 Just so that I can see the picture here, and now I'm going to double-click again.
01:55 Now the frame is selected again. The frame that contains the image.
01:59 Actually a little bit is still cropped out, so I'm going to resize this frame,
02:03 simply by dragging the side handle a little bit to the left.
02:07 As you can see the selection tool also lets me change the size of frames.
02:11 So I could select this text frame, move it around and then also resize it by
02:15 dragging one of its side or corner handles.
02:20 Of course by doing that some of the text ended up going behind the image, and
02:23 that's not so good. I really wish that the text could see
02:26 where the edge of the image is and wrap around it.
02:29 And I can. To do that, I'm going to select the
02:32 graphic, not the text frame, but the graphic frame.
02:35 And then I'm going to go up to the Window menu and choose Text Wrap.
02:38 All of InDesign's panels live up there in the Window menu.
02:42 And in this case, the Text Wrap panel let's me adjust the Text Wrap or
02:45 run-around around this graphic. This panel has lots of options that I'm
02:49 going to be covering in a later chapter. But for right now, I'm just going to go
02:53 through this quickly, just the basics, remember.
02:55 I'm going to click on this third button at the top of the Text Wrap panel.
02:59 Then I'm going to come down to the Contour Objects Type pop-up menu and I'm
03:02 going to choose Detect Edges. That tells InDesign to draw a line, a
03:07 text wrap line around the image itself. You can see it if you look closely.
03:11 A very thin blue line. Right now, it's a bit too close to the image.
03:15 So I need to increase the amount to say nine points.
03:18 And I'll do that over here in this field. I'll just change this to nine pt.
03:23 When I'm done, I hit Return or Enter. And you'll see that it moved that text
03:27 wrapped line away from the image. That might be a little bit too much,
03:30 let's bring this down to maybe four points.
03:34 Okay, there are two other problems that I see on this page.
03:36 One, is that this graphic does not fit inside this frame.
03:40 But, I could make it fit by selecting it. And, why don't I close the Text Wrap panel.
03:44 I'll just click on this little x next to it.
03:46 There we go. I'm going to select that frame.
03:48 And now, I'm going to go up to the control panel, and I'm going to choose
03:51 this button here. The Fit Content Proportionally button.
03:55 When I click that button, the entire graphic gets resized so that it fits
03:59 inside the frame. The last problem that I see is down here.
04:03 This guy's shoulder is obscuring the text behind it.
04:07 Now, in this case, I'm not going to make a text wrap, I'm just going to move the
04:10 stacking order, that is, what is on top of what.
04:14 With the Black Arrow Selection tool, I'll select this frame, this text frame and
04:17 also Shift+click on the text frame down here, that selects both of them.
04:22 I want to move them up above the image of the photographer, so I'll go the Object
04:26 menu and look inside the Arrange sub-menu, here I'll choose Bring to Front.
04:33 Bring to front means stack these frames on top of everything else on the page.
04:37 Okay, this is finally really coming together.
04:39 And, there's so much more that I'll be talking about in later chapters.
04:42 About grouping and distributing objects, organizing them onto layers, and making starbursts.
04:48 Anchoring them into text. We're going to have great fun.
04:50 But before we jump into all of that, there are two more things we need to do
04:54 to this document, print it and export it as a PDF.
04:58
Collapse this transcript
Printing and creating a PDF
00:00 An InDesign document by itself is fun to look at, but it's not very practical out
00:04 in the real world. No.
00:05 Instead you're going to want to print this puppy, or export it out as a PDF so
00:09 that other people can view it or print it.
00:11 No problem. But before we go there, I've made a bunch
00:14 of changes to this document, so let's go ahead and save it.
00:17 I'll go to the File menu and choose Save As.
00:19 Then I tell InDesign where I want to save it and I give it a name.
00:24 Before I click Save, I want to point out that the format pop up menu lets me save
00:28 this as a document, a template, or something mysterious called an IDML file.
00:33 IDML is how you can save your file back to earlier versions of InDesign, but in
00:38 this case, we're just going to save it as a regular InDesign document.
00:43 Now, everyone knows that to print, you go to the File menu and you choose Print.
00:48 But there are a couple of gotcha's here in this dialog box that you should be
00:51 aware of. This dialogue box looks different than
00:54 the print dialog box in most other programs, but most of it is pretty self-explanatory.
00:58 You choose the number of copies you want, which pages that you want to print and so on.
01:03 Notice that we have the list of different panes down the left side here.
01:07 I'm going to choose the setup pane, and it's crucial that I choose the right
01:11 paper size for the printer that I'm printing to.
01:14 In this case its going to be printing to U.S letter.
01:17 I also need to set the orientation. Right now it's set to landscape, but if I
01:21 set this to portrait, down here in the left corner in the preview area, you'd
01:24 see that the document page is not matching the paper size.
01:28 So I'll go back to landscape, sideways. That seems to fit the page best.
01:34 Now there are some features that you may be used to that you won't be able to find
01:37 in this print dialog box. For example, if you had a double-sided
01:40 printer, a duplex printer, you won't be able to find those printer-specific
01:44 features inside this dialog box. Instead, you need to go to the Printer
01:48 Driver dialog box, and you get there by clicking Printer down at the bottom of
01:53 the dialog box. InDesign warns you that many of the
01:56 features in the Printer Driver dialog box are being overwritten by the ones in
02:00 InDesign's own dialog box, but that's okay.
02:03 I'll click OK, and up comes the dialog box.
02:07 Again, this is the Printer Driver dialog box.
02:09 So I could turn on two-sided here, and then click Print.
02:15 That returns me to InDesign's Print dialog box, and now I could choose Print.
02:19 Now in this case, I'm just going to cancel that, because I don't really want
02:22 to print this. Instead, I want to make a PDF.
02:25 Now, back in the 20th century, the old days, the way people usually made PDFs is
02:30 by printing postscript to disk and then using Acrobat Distiller to turn those
02:34 postscript files into PDFs. Now you don't want to do that.
02:38 Instead, InDesign lets you export PDFs directly, right out of the program.
02:43 To do that, you go to the File menu, and choose Export.
02:49 Then you can name it, and choose a format.
02:52 You'll notice there are two different PDFs to choose from.
02:55 Now if your document contains buttons and movies and other interactive objects that
02:59 we'll talk about in a later chapter then you'll choose Interactive.
03:03 But in most cases, the vast majority of cases, you're going to choose Adobe PDF Print.
03:08 I'll click Save, and up comes the Export PDF dialog box.
03:12 Here the first thing you should probably do, is choose one of the Adobe PDF presets.
03:16 If you're sending this to a commercial printer for example, you'd probably
03:19 choose PDFX1A or PDFX3. But check with your printer to find out
03:24 what they want. If instead, you're going to be putting
03:27 this PDF on your website for somebody to download and view, you'll probably start
03:31 with something like High Quality Print, and then make a few changes.
03:35 Let's do that. I almost always change the compatibility
03:37 to Acrobat 6 or later and I turn on the View PDF after Exporting check box,
03:42 because I like seeing the PDF after I export it.
03:45 Now I'm going to head over the compression pane and change the
03:48 resolution for all my color and grayscale images.
03:51 I like setting these to 150, and I'm just tabbing from one field to the next.
03:58 I do that because I really don't need high resolution images for this PDF.
04:01 I'm just putting it on my website. I'm also going to change the image
04:04 quality down to Medium. Again, if this were for print, I'd never
04:08 do that. I'd want high, maximum quality.
04:10 But for a PDF going on the web, this is fine.
04:13 I care more about keeping my PDF small. In a later chapter, I go into far more
04:17 detail about the options in this dialog box, but for now I'm just going to click
04:21 the Export button and have it export to a PDF.
04:24 InDesign exports it, and then opens it in Acrobat.
04:26 There we go, this looks great. So, that's it for our first lesson.
04:32 I hope you've enjoyed this very fast overview.
04:34 By now, you know the basics enough to at least make a simple document, maybe get
04:38 yourself into a little trouble. Now that we've scratched the surface
04:41 though, it's time to really go ahead and learn InDesign.
04:45
Collapse this transcript
2. Understanding Your Workspace
Exploring the application window
00:00 You can't play football or baseball if you don't know your way around the field,
00:04 and you can't be efficient in in desing until you're comfortable with the
00:07 application window because whether you create a new document or open an already
00:11 created one you'll see the same things. The first thing you see in InDesign when
00:15 you launch it Its this big upside down U shaped set of controls.
00:19 And there's no documents open yet, so I'm going to make one quickly.
00:23 I'll go to the File menu, choose the New sub menu, and then choose document.
00:28 Up comes the New document dialog box, and I'm just going to go with the default
00:32 settings here. I'll click OK.
00:35 Now we can see a fresh, new InDesign document right in the middle of the screen.
00:39 Now on Windows, InDesign lives inside what's called the application frame.
00:44 On the Mac, we don't have a frame by default, so we can actually see behind InDesign.
00:49 For example, down here in the lower right corner we can see the blue desktop.
00:53 Or is there's other applications running, we could see those apps back there.
00:57 To me, that's really distracting, so I like to turn on the application frame and
01:02 on the Mac you can do that by going to the Window menu, and choosing Application Frame.
01:07 This puts InDesign into an application frame which can take up a portion of the
01:12 window or the entire window. Here it's taking up the whole screen.
01:15 But I could make it smaller, by going to the lower right corner and dragging.
01:21 I typically want it to fill the whole window, so I'm going to go up to the
01:24 green maximize button, and click it, and now it fills the window again.
01:28 Again, you don't need to turn on the application frame on Windows, because the
01:32 application frame is always on there. Now let's take a look at what we're
01:36 seeing here. At the top of the screen of course
01:38 there's all the menus that we're going to be working with.
01:41 The File menu, the Edit menu, Layout, and so on.
01:44 These control many of the features that we'll be using throughout the title to
01:48 talk about how to create InDesign documents.
01:50 Now just below that, we see what's called the Application bar.
01:55 The Application bar gives us a few features that let us control how we're
01:58 seeing our document. For example, here in this pop up menu,
02:02 you can control whether the rulers should be turned on or off, or the guides, and
02:06 so on. I'll turn them off.
02:09 And then I'll turn them on again. I'll be talking about all of that later
02:12 in this chapter Next down in the strain we see the control panel and the control
02:17 panel is probably the most important panel in design.It lets you not only
02:22 control the design of the page it let's you control the formatting.
02:27 It let's you control the filed and scope of your objects, it lets you control the
02:31 formatting and so on. The control panel is extremely important
02:35 and that's why they put it right here at the top of this screen.
02:38 However, if you don't want it at the top of your screen, you could actually move
02:42 it some place else. You can do that by dragging this little
02:45 gray bar on the left edge. As I drag it out, you see it becomes a
02:49 floating panel. I could even drag this down to he button
02:52 of my screen until I see a little blue bar area show up, and when I do, that
02:57 docks it to the bottom of the screen. Some people like it down there more
03:01 because they find it more efficient to look down than up, but in this case I
03:05 want to move it to the top of the screen because that's the way it will be on most
03:08 of your machines. So I'm going to drag it back to the top
03:11 by dragging this little gray bar, and I'll drag it up until I see that blue bar
03:15 show up again. Then I'll let go and it docks up there.
03:20 Okay, so right now I have a brand new document open, and it's called Untitled One.
03:25 I can tell that by looking up here at the tab.
03:27 It say Untitled One. This tab area shows all the documents I
03:32 have open right now. For example, if I go to the file menu and
03:35 choose new document once again, I'll click okay, and now I have two documents
03:41 open, untitled one and untitled two. I can see that because I have two
03:45 different tabs. Of course, in this case, both documents
03:48 are completely empty, so they look the same, but believe me, there really are
03:51 two different documents open right now. Now the document page itself is centered
03:56 in the window and the edge of the page is this black line.
04:00 That's the edge of the page that's going to get printed, or if it's an on screen
04:04 interactive document, that's going to the edge of the screen.
04:08 Inside the page there are these guides, these pink and purple guidelines.
04:11 They're just guidelines, they won't print out.
04:14 The pink one or magenta one, is the margin guide.
04:17 Thats where the edge of the margin is inside the page.
04:20 The purple one are column guides. In this case, there's only one column on
04:25 the page so it takes up the entire width from one margin to the next.
04:28 On the outside of the page, is an area called the pasteboard.
04:32 Now the pasteboard is very useful for storing objects that you're not sure if
04:36 you're going to use. For example, you might have an image that
04:38 you may want to use, you may not. It's no problem.
04:41 Just put it up there on the pasteboard for a little while and then you can move
04:44 it on to the page if you need to. Objects on the paste board will not print
04:48 or export to PDF or anything like that, they're just for storage.
04:52 Now as you're constructing your document in InDesign, you're going to need tools
04:56 and all the tools live over here in the tool panel along the left side of the screen.
05:01 There's a selection tool, a page tool, a type tool and so on and I'm going to be
05:06 covering all of those tools in later movies.
05:09 The counterpart to the Tools are Panels. Panels give you a lot of control over how
05:14 objects look or how they behave on the page.
05:16 And the panels typically live over here on the right-side of the screen in what's
05:20 called the Dock. For example, here we have the Pages
05:24 panel, the Layers panel, and so on. I'm simply clicking on the name, and up
05:28 pops the panel. To close the panel you just click on the
05:30 name again. You can find even more panels over here
05:34 in the window menu. The window menu shows all the panels in InDesign.
05:38 And the last thing I want to point out here is the help menu and you might be
05:42 tempted just to skip over this or ignore it, but there's a few items in here which
05:46 you should definitely know about. For example, it's really worth choosing
05:49 updates every so often. Maybe once a month.
05:52 Make sure your copy of InDesign is up to date, because Adobe keeps releasing mini upgrades.
05:57 They fix bugs, they make things work more smoothly, more quickly, and so on.
06:02 You definitely want to make sure you have the newest free update for your copy of InDesign.
06:06 Now that you know your way around the document page, the document window and
06:10 the panels and so on. It's time to learn about navigation;
06:13 zooming in, zooming out, changing pages, panning around your document and so on.
06:18
Collapse this transcript
Navigating and magnifying pages and objects
00:00 You won't get very far in In-design just by staring at the first page of a document.
00:04 You need to learn how to navigate the high seas.
00:07 Zooming, panning around, jumping from page to page.
00:10 So, let's start with moving around a page and from one page to the next.
00:14 To do that I'm going to need a document open.
00:16 So, I'll go to the file menu, choose open, and then choose a document from my
00:20 exercise files folder. When I click the open button, up comes
00:26 the first page of the document. Now everybody knows about the scroll bars
00:30 on the right side of the window and at the bottom of the window and you can use
00:33 those for scrolling around your document from spread to spread and so on.
00:36 But I find it's usually easier to use the hand tool.
00:40 Some people call it the grabber hand. You can find that down here at the bottom
00:44 of the tool panel. It's the one that looks like a little hand.
00:47 But honestly, almost nobody really chooses that tool.
00:51 Instead, you should use the temporary hand tool, which you can get by holding
00:55 down Option +spacebar on the Mac or Alt + spacebar on Windows.
00:59 When you hold down Alt + space bar, or Option + space bar, you can actually
01:03 click and drag as you move around. And you actually move the whole page or spread.
01:09 The Hand tool is a great and very efficient way of panning around your document.
01:13 However, if you're trying to jump to a particular page or spread, especially in
01:17 a long document, you don't want to have to use the scroll bars or the grabber hand.
01:22 Instead you want the Pages Panel. So I'm going to go over here to the Pages
01:26 Panel in the doc, very top of the doc here.
01:28 And I'll click on pages and up it comes. And you can see that all the pages live
01:33 here in one long line. In fact I'm going to make this Pages
01:36 Panel a little bit larger, by clicking and dragging in the lower right corner.
01:40 That way I can extend it down and I can see that I have six pages in three
01:45 spreads in this document. And if I want to go directly to the page
01:48 24, 25 spread, down here at the bottom, all I have to do is double click on the numbers.
01:54 And it takes me right to that spread. And it centers it in the window.
01:58 If I want to go just to page 23, I just double click on that one page.
02:03 And it takes me to that page and centers the page in the window.
02:06 So the pages panel is a great way to move from page to page or spread to spread.
02:11 We can also navigate from page to page using the layout menu.
02:14 The layout menu gives us a number of controls.
02:16 For example I can go to the first page, the previous page, the next page and so on.
02:22 But if you find yourself using the layout menu more than two or three times, tell
02:26 yourself, remember these keyboard shortcuts.
02:29 You don't want to have to go to the menu over and over again.
02:31 The keyboard shortcuts really help. For example, if you want to go to the
02:35 first page in the document, you press command, shift, page up.
02:39 That's what those little squiggles mean. That's a shift, that's a command, and
02:43 that's a page up. On Windows, you press control, shift,
02:46 page up. If you want to go to a specific page in
02:49 your document, you can choose go to page or press Cmd + J or Ctrl + J on Windows.
02:55 You absolutely owe it to yourself to remember some of these keyboard shortcuts.
02:59 You don't have to get all of them. But remember some of them, the ones that
03:02 you're going to use most often. Here, I'm going to choose go to page and
03:06 then I'm going to press 24, and press OK. And it takes me right to that page.
03:11 So now that we know how to move from page to page to page, we need to know how to
03:15 move in and out of the page, how to magnify the page so that we can see
03:19 what's on it better. InDesign has about ten different ways of
03:22 zooming in and out. So let me show you a few of them, the
03:24 ones that you are probably going to use most often.
03:27 Up here in the application bar, there's a zoom level popup menu and we can choose a
03:31 specific percentage for zooming in or out.
03:34 Right now, we're at about 75%, but if we wanted to zoom in, we might choose 150%.
03:41 If we wanted to move out, we might choose something smaller, like 50%.
03:45 So you can move in and out with that popup menu.
03:48 This popup menu is actually whats called a combo box because you can choose from a
03:52 popup menu or you can click inside the field and type an exact percentage that
03:57 you want. Say a 145%.
04:00 Now when I press enter it goes right to that percentage.
04:04 Okay. Another way to move in or out is to hold
04:06 down the Cmd key on the mac or Ctrl key on windows and press the - or + buttons
04:11 on your keyboard. That lets you zoom in or out of your page
04:15 but if you want to know what I use most often its just a few keyboard shortcuts.
04:19 For example Cmd+Option+zero or Ctrl+Alt+zero on Windows centers the spread.
04:25 Both the left and right page spread inside the window.
04:28 Cmd + 0 or Ctrl + 0 on Windows does the same thing, but just one page, not the
04:33 spread but the page, centers that page in the window.
04:36 Command one or control one goes all the way to 100%.
04:41 Command two or control two goes into 200% and command four or control four jumps
04:46 all the way to 400%. I find that those keyboard shortcuts are
04:51 very useful for moving in and out of a document in the percentages that I use
04:55 most often. So now that I'm zoomed in to 400% here, I
04:58 can see the text really well. But what if I want to quickly move over
05:02 to a different part of the page? Well, InDesign has a feature called Power
05:06 Zoom, and you can get to Power Zoom by first jumping to the Grabber hand.
05:10 You remember the keyboard shortcut for that?
05:12 It's Option-Spacebar on the Mac Or Alt+Spacebar on Windows.
05:15 That gives you that grabber hand temporarily.
05:17 And then, instead of clicking and dragging, I'm going to click and hold the
05:22 mouse button down. When you click and don't move the cursor,
05:25 suddenly you'll zoom all the way out to see almost the whole spread.
05:29 And you'll also see this red rectangle showing where we were looking.
05:33 I can now drag that rectangle to a different part of my spread and let go of
05:37 the mouse button and it'll zoom in there. So, power zoom is a great way to stay
05:42 zoomed in, but also move around your spread.
05:45 Now, for the last zooming trick I'm going to show you, I'm going to zoom out to fit
05:48 the whole spread in the window by pressing Cmd+Option+0 or Control+Alt+0 on windows.
05:53 I want to zoom in on a very specific place on my page.
05:56 Just this caption down here in the lower right corner.
05:59 To do that, I want to get the zoom tool temporarily.
06:02 Now, I say temporarily, because I really don't want to have to go all the way over
06:05 to the tool panel and click on the zoom tool.
06:07 That's that little magnifying glass thing down there.
06:10 I don't want to have to do that. Instead I'm going to hold down the Cmd
06:13 +Spacebar keys on Mac or Ctrl+Spacebar on Windows.
06:17 Now on the Mac when I do that I hold down Cmd + Spacebar I get something really
06:22 unfortunate happening. I get that little spotlight search field
06:25 in the upper right corner. And that drives me crazy.
06:28 Personally, I don't want Spotlight, I want Cmd+space bar to be the Zoom tool.
06:33 So for those of you who are on the Mac, let me show you a little trick.
06:37 First, I'm going to go to the Apple menu and I'm going to choose System Preferences.
06:41 Then I'm going to click on the Keyboard System Preference.
06:43 And then I'm going to look at the Spotlight pane inside the Keyboard
06:47 Shortcuts tab. Now all I have to do is turn off these
06:50 two check boxes. With those off, when I go back to
06:53 InDesign, I can use the keyboard shortcut and it'll work the way I want it to,
06:57 which is command the space bar gives me the zoom tool temporarily.
07:02 To use it, all I have to do is click and drag over the area that I want to zoom into.
07:06 And when I let go of the mouse button, it zooms right in on that caption.
07:10 Now I know this is a lot of different features that I'm throwing at you
07:13 quickly, but it's really worth going over these navigation features a number of times.
07:18 Really get them down, because these are the features that you're going to be
07:21 using 100 or even 1,000 times each day.
07:24
Collapse this transcript
Setting rulers and measurements
00:00 As scientists like to say, if you can measure it, it must be there.
00:04 But how do we measure things in InDesign? Well measurements show up in a number of
00:08 locations in InDesign, including the control panel, and the rulers.
00:12 But what if those measurements show inches, and you work in millimeters?
00:15 Or in this case this document is set up to points, and I want to work in centimeters.
00:21 How do we change it? No problem.
00:23 The trick is to right-click on one of the rulers or control-click with a one button mouse.
00:29 If I right-click on this ruler it gives me a context menu and that shows me a
00:33 number of different options. For example I could choose inches here
00:37 but that only chooses that one ruler, the horizontal ruler.
00:41 I want to change both rulers, the horizontal and the vertical rulers.
00:44 So to do that, I'm going to right-click on the little square in the upper left
00:48 corner where the two rulers intersect. I'll right-click or control-click with a
00:52 one button mouse, and choose centimeters. Now whenever I select an object on my
00:58 page, like clicking on this image with a selection tool, I can see that all the
01:02 measurements in the control panel are listed in centimeters, not points.
01:07 So this is great, but unfortunately it only applies to this one document.
01:12 What if I want to change all the new documents I create from now on?
01:15 Well here's the trick, first close all of your documents, I'll close this document
01:21 by clicking on the little X in the tab. I'm not going to save that change right now.
01:27 Now, when no documents are open, you can change some preferences.
01:31 But, I can't right-click on a ruler, because there's no rulers to be found.
01:35 So instead, I need to go to the Preferences dialogue box.
01:37 And, I can get there on the Mac by going to the InDesign menu and choosing Preferences.
01:42 Or on Windows, it's at the bottom of the Edit menu.
01:46 Or you can do what I do, and just press Cmd+K on the Mac, or Ctrl+K on Windows.
01:51 Up comes the Preferences dialog box, and you'll want to choose the Units and
01:55 Increments pane, over here in the list on the left.
01:57 InDesign lets you change dozens of different preferences, and we'll be
02:00 talking about a few or more of those in later chapters, but for right now, I'm
02:04 just going to focus on the Rulers and Increments pane.
02:07 I'm going to change the horizontal and vertical ruler units to centimeters.
02:14 And then I'm going to click OK. Now it does't look like anything's
02:17 changed, but the next time I create a document it's automatically set to centimeters.
02:22 I'll go to the File menu, choose New Document.
02:26 And you can see that in here, inside this dialog box, everything is set to centimeters.
02:30 I'll click OK and I'll see that even the rulers are now in centimeters.
02:35 Now again this does not change all documents, any document that you've
02:38 already created, but it does change every document you create from now on.
02:43 Setting up InDesign to use the measurements that you're comfortable with
02:46 is not just a little way to make it nicer.
02:49 It's fundamentally a way to become more efficient with the program, and getting
02:53 efficient with your tools is what it's all about.
02:56
Collapse this transcript
Working with panels
00:00 Most of InDesign's features live in its panels, and there are a lot of panels in
00:04 this program. For example, here's the Pages panel over
00:07 here in the Dock. There's the Layers panel.
00:10 There's the Links panel. Since you're going to be looking at these
00:13 panels a lot, you should know how to manage them efficiently.
00:16 By the way, many people still call these pallets, so if you hear someone say
00:20 pallet, maybe I'll say pallet. Sometimes it just sneaks out.
00:24 Just smile and know that panels and pallets are the same thing.
00:27 Okay, when you first open InDesign, you see a list of panels along the right side
00:32 of the screen. These panels all live in something called
00:35 the dock. If I go to the Window menu, I see a list
00:38 of all my other panels. For example, maybe I want to use the Text
00:42 Wrap panel. So, I'll choose that from this menu.
00:45 Here we can see that the Text Wrap panel is now floating on my screen.
00:49 I can move panels anywhere I want when they're floating, just by dragging the
00:52 grey bar at the top, or their tab. I can move it to the left over to the
00:57 right, I can even put it into the dock by dragging the panel over the dock until I
01:02 see a blue line. That little blue line means it's going to
01:06 go right here. If I drag a little bit higher before I
01:10 let go, I can see that I can put it inside this panel group or a little higher.
01:14 I can put it between these two groups because the blue line is in between those
01:18 panels in the dock. So when I let go the Mouse button, I can
01:22 see that the Text Wrap panel is docked right where I wanted it.
01:25 If you ever find yourself using a particular panel often, you should
01:29 definitely put it over there on the dock. So, it's just easier to get to.
01:32 And by the way, each panel has its own set of features in it.
01:36 And I also want to point out that almost all the panels have a menu.
01:40 The Panel menu is here in the upper right corner of the panel.
01:44 When you click on that Panel menu, you get a list of features that a lot of new
01:47 InDesign users don't notice at first. There's the menu for the Links panel.
01:52 If I click over on the Text Track panel, I get a very different menu.
01:57 This Text Wrap panel is currently docked but is also open so that I can use the
02:00 features in it. To close it again, all I have to do is
02:03 click on the panel's name either in the dock or in this tab at the top of the panel.
02:09 Here are a couple of other things about panels that you should know about.
02:11 First of all, there's a double headed arrow at the top of the dock.
02:15 And when you click on that, it opens all of the panels.
02:18 Some people just like that kind of thing. For example, I'll click on this color
02:22 tab, and you can see the Color panel shows up, ready for me to use.
02:26 On the other hand, I find this to be kind of a waste of space on screen, so I'm
02:30 going to click that double-headed arrow again to put it back into this mode where
02:34 I see just the names. In fact, I don't even need to see the
02:37 names because after you've been using InDesign for more than two weeks, you're
02:41 going to know what all these icons are. You know, that's the Text Drop icon,
02:45 there's the Color Swatches icon and so on.
02:47 So, I don't need to see the names and I can hide them by dragging the left edge
02:52 of the dock. I'll just place my cursor over that left
02:55 edge and drag it to the right. I'm going to drag all the way until all I
03:00 can see is the icons. I just find that a much more efficient
03:03 use of screen real estate. Over on the left side of the screen, the
03:07 Tools panel can even be changed by clicking that double-headed arrow just a
03:11 little bit. Click once, I can see a two-column setup.
03:14 And in fact, if I drag this Tool panel out, it undocks it and now it's floating
03:20 on the screen. If I click on the double headed arrow
03:23 again, it turns back to single column, click a third time and it becomes a row.
03:27 A horizontal layout of all my tools. Some people like it that way.
03:31 And that's fine, but I'm going to set it back to the way it was by dragging this
03:35 little gray line all the way over to the left edge until I see that blue line
03:38 which means it's going to dock. And once again, I have a vertical set-up here.
03:43 Click on my double-headed arrow, and I get it to the way I like it, which is a
03:47 single column, again maximizing my screen real estate.
03:51 Now, I can still pull these other panels out of the dock, too.
03:53 For example, I'll click on the Links panel to open it, and then I'll drag its
03:57 tab out into the middle of the screen. It's now a floating panel.
04:01 I can do the same thing to the Pages and Layers panel.
04:04 But in this case, I'm going to drag this little gray area to the right of the tab out.
04:08 And that pulls out the entire layer group.
04:11 There's two panels in one group. I can put links back in the group by
04:15 dragging its tab until I see this blue highlight.
04:19 When I let go, it becomes part of the panel group.
04:21 I can even make these little floating panel groups minimize if I want, if I
04:25 click on the double headed arrow. Then I can move them anywhere I want on
04:28 my screen and still open the panel, close it, or even maximize the panel group.
04:34 Now, positioning your panels is all about finding what you need as quickly and
04:38 easily as possible. But you'll find that you need different
04:41 panels open at different times. When you're working with text, you need
04:44 certain panels open. When you're working with interactive
04:46 elements you need different panels open. Fortunately, InDesign has a feature
04:50 called workspaces. And you'll find the workspaces in two places.
04:55 In the Window menu, there's a workspace submenu, and in the Application bar,
05:00 there's a workspace menu. Right now, it's set to essentials.
05:03 But, InDesign ships with a number of different workspaces.
05:06 For example, advanced. Now advanced is not really advanced, it
05:09 just shows a different set of panels on the screen.
05:12 In general, I don't find essentials to be that useful.
05:15 And I reccomend almost everybody switch to advanced.
05:18 Now, I want to point out then when I go back to essentials, InDesign goes back to
05:22 exactly the way it was when I last was in the essentials workspace.
05:26 Even the changes that I made. I'd like to clean this up go back to the
05:30 way essentials originally was. So to do that, I'm going to go back to my
05:33 Workspaces menu and choose Reset Essentials.
05:38 Reset means put it back to the way it was when it was first created.
05:40 When this workspace was fresh. I talk much more about workspaces and how
05:45 you can make your own in my title InDesign Insider Training Beyond the Essentials.
05:49 Okay, once you have your panel set up just the way you want them, you're going
05:53 to want to turn your focus back to your document.
05:55 And the features that InDesign offers for displaying your artwork and page items.
05:59
Collapse this transcript
Setting the view quality of artwork
00:00 20 years ago, a lot of people talked about the term WYSIWYG, which stands for,
00:04 what you see is what you get. But the word fell out favor after people
00:09 realized that they really couldn't trust what they saw on-screen.
00:12 But InDesign makes WYSIWYG a reality. Because you really can start to trust
00:17 your monitor again. But you have to know how to manage
00:20 InDesign's display options. Let me show you what I mean.
00:24 I'm going to use my Zoom tool shortcut, which is Cmd+Spacebar on the Mac or
00:28 Ctrl+Spacebar in Windows. And I'm going to zoom in on this logo
00:31 over here in the upper-right corner. Right away, we see that this thing just
00:35 looks cruddy. I can't read the text very well, I can't
00:38 really tell what's going on in the graphic.
00:39 It's just not that useful. But do you need to print this thing out
00:42 on a high resolution printer in order to see it in good quality?
00:45 Absolutely not, because InDesign can show you high quality, but it only does it if
00:51 you tell it to. To do that, go to the View menu, choose
00:55 the Display Performance submenu, and then choose High Quality Display.
00:59 That is much better. Now typical is great, because it's fast.
01:04 If you're on a slower machine, you probably want to be in typical most of
01:07 the time. It'll keep things moving quickly.
01:09 But if you're on a streaming fast machine or you really need to pay attention to
01:13 the quality of graphics all the time, ho ahead and set it to high quality and then
01:18 leave it that way. When you're in high quality display, you
01:21 can zoom in and in and in. For example, right now we're at a little
01:24 over 500%, but I'll use the Cmd+plus or Ctrl+plus keyboard shortcut to zoom in
01:30 and in and in and you'll see that even here at 4000%, I can see totally
01:36 beautiful lines. It's like there's a whole high-end rip
01:39 built right into InDesign. So that no matter what zoom percentage
01:43 you're at, you can always see the highest quality.
01:46 And it's not just for vector images either, like this image from Illustrator.
01:49 This works for pixels images too, like raster images from Photoshop.
01:53 I'll hold down Option+space bar on the Mac, or Alt+space bar on Windows, and
01:57 I'll click the mouse down and I'll hold it down just for a moment.
02:01 That way I get my power zoom. And now I'm going to drag over to the
02:05 left side of my spread. I'll move this red rectangle over this
02:08 guy's eye, and when I let go of the mouse button, it zooms back to 4000%.
02:14 When I'm in power zoom, I'm seeing the low resolution, but after a moment it
02:18 updates and I see the high resolution image.
02:21 These are real pixels. This is exactly the way I would see it in Photoshop.
02:24 Nice high quality, high resolution display.
02:27 Of course, if I go back to the View menu and change Display Performance to
02:30 Typical, I can see that it's much rougher.
02:34 This is just a low resolution 72 DPI preview or proxy of this image.
02:39 Now everything is going to be much faster, but I'm going to have to deal
02:42 with a lower quality image. Knowing what you're looking at is key to
02:46 being efficient in InDesign, and it lets you make the right design choices without
02:50 having to print a lot of proofs. There are few more ways to adjust how
02:53 InDesign displays your document too, and that's what I'm going to cover in the
02:56 next movie.
02:57
Collapse this transcript
Adjusting view and preview settings
00:00 What you see on screen is crucial to you being efficient in this program.
00:04 It's your only portal into understanding what's in your document, and how it's
00:07 going to end up in Print, or PDF, or wherever the file is headed.
00:11 Fortunately, InDesign gives you a number of controls over how it displays your pages.
00:16 We saw how to change display quality earlier.
00:18 Now, let's see about InDesign's other display settings.
00:22 Almost all of InDesign's display settings live up here in the View menu, and the
00:26 most important one is down here in the Screen Mode submenu.
00:31 It's called Preview. Now, Preview mode is great because it
00:35 gives you a nice neutral gray background for your pasteboard.
00:38 But more importantly, it hides all non-printing objects.
00:42 Your guides disappear, non printing objects disappear.
00:45 Edges of frames disappear. Even anything that's hanging off the side
00:48 of the page onto the pasteboard disappears.
00:52 This is what the final page is going to look like when I print it or export to PDF.
00:56 Now, it doesn't look like the Preview mode has a keyboard shortcut, but I'm
00:59 going to let you in on a secret, it does. It's just the letter W.
01:03 Whenever I want to go into Preview mode, I simply press W.
01:07 That goes into Preview mode, and then it comes out of it again.
01:09 Of course, if you're inside of a text frame, editing text, then pressing W
01:14 actually types the letter W. So, that's not very helpful, but if
01:17 you're not editing text, then pressing W puts you into Preview mode, pressing W
01:21 takes you out of it. Now, I mentioned earlier that when you're
01:25 in Preview mode, you can't see the edges of your objects, but actually you can.
01:30 As I move over my page, I can see that objects start highlighting.
01:35 They do that because you can actually work in Preview mode.
01:38 This tells me where an object is, so I can click on it, and then do something
01:41 with it, like move it to a different part of my page.
01:44 So, I find it really useful for those little edges to appear when you move your
01:47 cursor over an object. But that said, I do know that this
01:51 particular behavior drives some users crazy.
01:54 I don't know what it is, but for some reason, some InDesign users just really
01:58 hate that feature. So, I'll let you in on another little secret.
02:02 If you go to the preferences dialog box, which again, on the Mac, you go to
02:05 InDesign menu, on Windows, it's under the Edit menu.
02:08 You can choose the Preferences sub menu, and I'm going to jump right to the
02:12 interface pane of the Preferences dialog box.
02:15 Here, in this pane, I can find a checkbox called Highlight Object Under Selection Tool.
02:20 And if you don't like those edges flashing on and off, turn off that
02:24 checkbox, and then click OK. InDesign still let's you work in Preview
02:28 mode, but at least you're not distracted by all those flashing edges.
02:32 I'm actually going to leave this on because, like I said, I like that feature.
02:35 So, Preview mode is terrific for giving you a sense for how this document is
02:40 going to print or export to PDF, or whatever.
02:42 Here's another thing that you can do. Press the Tab key.
02:45 Again, when you're not editing text. Press Tab and all the panels disappear.
02:50 So, this means you have much more screen real estate to work with.
02:53 And it just looks more clean as well. Now, it turns out that those panels are
02:57 really still there. If I move my cursor over the left edge of
03:01 the screen, the Tool panel just pops out. So, I could use it.
03:04 Same thing with the right side of the screen.
03:05 Move my cursor over to the right side of the screen, and the whole doc appears.
03:10 Now, I can click on a panel, use it and so on.
03:12 But when I move my cursor away from the right edge of the screen, it disappears.
03:16 So, the Tab key turns off the panels, and then turns them on again.
03:21 Of course, this Preview mode is pretty cool, especially when the panels are
03:24 turned off. But for the ultimate in screen display,
03:27 you want Presentation mode. You can get that from the View menu, or
03:31 you can go to the Application bar and choose from this little, unnamed popup menu.
03:36 Here you can choose Presentation, or the super secret keyboard shortcut, Shift+W.
03:42 When you press Shift+W, it hides everything.
03:46 Everything disappears. Your menus disappear, panels disappear.
03:50 Everything's gone except your document which is put on this nice black background.
03:54 Very high contrast. Great to look at especially when your
03:57 boss walks in or a client. Presentation mode is also helpful for
04:01 moving through a multipage document. Because to move from one spread to the
04:05 next, all you have to do is click. You'll see the cursor changes a little
04:09 bit to a hand with a down arrow, and when I click, it moves to the next spread.
04:14 If you want to move back a spread, you just hold down the Shift key.
04:17 Shift click moves up to the previous spread.
04:21 Then, when you're ready to exit Presentation mode to go back to work, you
04:24 can press Shift+W again or just press the Esc key.
04:28 Now, I'm going to press the W key to move out of Preview mode.
04:31 And I can see all of my non-printing objects again, like the guides and the
04:34 frame edges and so on. By switching from one display mode to
04:38 anothe,r and by turning on and off these view settings, you can really get a sense
04:42 for what's in your document, whether it's laid out properly, and how it will look
04:46 when it's exported or printed.
04:47
Collapse this transcript
3. Creating a Document
Creating a new document
00:00 Finally, it's time to make a new InDesign document.
00:03 The way to make a new InDesign document is to go to the File menu and then choose
00:07 Document from the new sub-menu. Of course, you could also just press
00:11 Cmd+N on the Mac or Ctrl+N on Windows. Up comes the New Document dialog box.
00:16 And at first, this dialog box might be a little overwhelming.
00:19 There are a number of features in here that you probably don't need to pay
00:23 attention to all the time. But still, I'm going to go through them
00:25 one feature at a time just to make sure you know what's in here.
00:29 The very first thing you need to decide on is the intent.
00:33 The intent popup menu lets you tell InDesign where this document is going.
00:37 Where's your intention for this document? And there are three options here: Print,
00:42 Web, and Digital Publishing. I need to point out that Web is a bit of
00:45 a misnomer. It does not mean web like a web page or
00:49 an HTML page. It means a document that is going to be
00:53 delivered on-screen. This really should be called on-screen.
00:57 An example of this might be a document that you're going to be exporting as a
00:59 PDF and maybe it has a movie in it, or some button things.
01:03 Things that will probably only be seen on-screen, maybe occasionally printed out.
01:07 Another example might be a SWF file, you know, flash.
01:10 Maybe it has animations built into it. Those are on-screen documents.
01:14 Now two things happen when you choose Web.
01:16 First, all your measurements are set to pixels, instead of picas or inches, or
01:21 centimeters, or whatever. Second, all your colors in your document
01:25 will be set to RGB. Now that's appropriate for a web or an
01:29 onscreen document. On the other hand, Digital Publishing is
01:33 very different. Digital publishing is for documents that
01:36 are destined to be used in the digital publishing suite, otherwise known as AdobeDPS.
01:40 And that's for documents that are going to be created as apps on some sort of
01:44 tablet, like an iPad or an Android device.
01:47 If you choose that, still all your measurements are set to pixels, but one
01:51 thing you'll notice is that the page size is no longer set to a dimension, it's set
01:56 to a name. It's a device.
01:58 For example, is this going to an iPad, or an iPhone, or maybe a Kindle Fire?
02:03 InDesign is smart enough to know the pixel dimensions of those various devices.
02:07 That said, for all the other InDesign documents, probably 99% of the documents
02:13 that are created with InDesign around the world, you want to choose an intent of Print.
02:18 Print does not mean only print. It doesn't mean that you're necessarily
02:22 going to be printing this. If you're making a PDF that you're
02:25 putting up on your website for somebody to read, maybe like a product sheet for
02:29 some business, you can still use print. Print is kind of like the catch-all for
02:34 all the other documents that you're going to be creating.
02:36 Now when you use print, your measurements are all set to picas, or inches, or
02:40 centimeters, or whatever you've chosen. And all your colors are set to CMYK.
02:45 Of course, you can later add other colors that are not CMYK, and I'll talk about
02:49 that in a later chapter. The next thing you need to decide in the
02:52 new document dialog box, is whether your document is set up for facing pages.
02:57 Facing pages should only be used for documents that have a left hand and a
03:02 right hand page, a verso and a recto, like a book or a magazine.
03:06 If you're doing a one page flyer or maybe a double-paged brochure or something, you
03:11 want to turn that off. Anything that does not truly have facing
03:15 pages, turn it off. Now the next check box down is Primary
03:18 Text Frame. This is used for things like books where
03:21 you have a story that goes from one page to the next, over a lot of pages.
03:25 Primary text frame will automatically add a text frame to your master pages.
03:29 I'm going to be covering this in a later chapter, but for now I'm just going to
03:32 tell you that most people can turn that off and just leave it off.
03:36 Couple of other features we can look at quickly.
03:38 Number of pages, that's usually set to one.
03:40 But if you know that you're creating a document with say, 16 pages, you can type
03:45 16 in here and you'll get 16 pages. But it doesn't really matter, and
03:49 honestly, I usually leave it set to one, because I can add pages later when I need them.
03:54 The same thing with Start Page. Start page is something you can set here
03:58 if you want to. For example, say you're working on a
04:00 chapter of a book and you know that chapter starts on page 47.
04:04 Well you could set that right here, if you want.
04:07 Otherwise, you don't have to. It's easy to change later, and I'll show
04:10 you how in a later chapter. So now we get to the real meat and bones
04:14 of this dialogue box, the page size. This is the most important thing you can
04:19 choose here. What size should the finished piece be?
04:23 Now, I'm talking about if you're going to be printing this on a commercial printing
04:26 press, what is the final size after it's trimmed down going to be?
04:30 Is it letter size? Is it eight by ten?
04:33 Is it something smaller? If you're printing a business card, you
04:36 should choose Business Card out of this pop up menu, and the width and the height
04:39 will update automatically. Or if you know you're printing on A4
04:43 paper, then go ahead and choose A4. In this case, I'm going to create a
04:47 document size that's not listed here. So I'll click Office Popup Menu, and I'm
04:52 going to make it a seven inch by nine inch document.
04:55 I'll select the width field, and I'll type 7in.
04:58 That's for seven inches, then I'll hit tab.
05:01 And you'll notice that InDesign automatically updates the width field.
05:05 It converts that measurement into the current measurement system, which is picas.
05:09 This document is going to be nine inches tall, so I'll type 9in and then press Tab
05:15 again, and InDesign converts it to picas for me.
05:18 If you want to, you can also click these orientation buttons over on the right.
05:22 All these do is literally swap the values in the width and the height fields.
05:25 It doesn't do anything special. Now I should point out that sometimes
05:29 it's difficult to visualize the size of the page when you're working in numbers.
05:33 Fortunately, there's a Preview check box in the lower-left corner of this dialog box.
05:37 If I turn on Preview, InDesign appears to be creating a document for me, but it's
05:42 just temporary. If I click Cancel, the document will go away.
05:46 But this is a great way to get a visual sense of my document.
05:49 I'm going to move my new document dialog box out of the way a little bit, and I
05:53 can see that when I change the orientation from portrait to landscape,
05:56 InDesign shows that to me onscreen. That's really helpful.
06:01 I'll go back to portrait, and now I'm going to jump over to the Columns field.
06:05 Most documents just have one column, but if you know that you're going to have two
06:08 or more columns in your document, go ahead and change it here.
06:11 I could just type a number in here, but I'm just going to click this little up
06:15 arrow button to change that one to a two. The Gutter amount is the amount of space
06:20 in between each column of your document. So for example, if I want to add more
06:24 space between the columns, I could change it here.
06:26 Let's say, two picas instead. And now Margins.
06:29 I need to be clear here. Margins are just guidelines.
06:33 There's nothing stopping you from putting objects outside the margins, but margins
06:37 are helpful reminders of where you should put your text frames and graphic frames
06:41 and so on. One thing to note here is this little
06:44 button in the middle. It looks like a little chain.
06:46 Right now, if I made a change to any of these fields, let's say I change my
06:50 margins to two picas instead, and I hit Tab, you'll notice that all of those
06:55 fields are linked together. So they all change to two picas.
06:59 But what if I want one of those margins to be different than the others?
07:03 No problem, I just click that button and it decouples or unlinks those fields, so
07:07 if I change the top field to something like six picas and then hit Tab, you'll
07:11 see that, that changes independently of the others.
07:14 Now there's a little bit more to this dialog box and it's kind of hiding from
07:18 you, but if I click on this little triangle next to Bleed and Slug, up comes
07:22 even more features. I guess Adobe didn't want to freak you
07:25 out by offering too many options at the same time.
07:28 I'm going to be talking about these Bleed in Slug settings in a later movie in this
07:32 chapter, I just wanted to point out that this is where you can find those settings
07:36 here in this dialog box. The last thing I want to point out about
07:39 the new document dialog box, is at the very top, and that's the Save Document
07:43 Preset button. This is really helpful when you create a
07:46 lot of new documents, because some of those documents are probably going to
07:49 have the same values. The same page size margins and so on.
07:53 So I can save all the work that I've just done in this dialog box by clicking the
07:58 Save Preset button and giving it a name. You can call it anything you want.
08:02 I'm just going to call it seven by nine width six pica top.
08:08 Now I'll click OK, and you can see that next time I need a document with those
08:12 settings, I just pull it right out of my document preset popup menu.
08:17 Then I'll click OK and I'm good to go. There's the document.
08:20 After you create your document, you might realize that you need to make changes.
08:23 Don't panic, InDesign is very flexible, very forgiving.
08:27 For example, let's say you want to change the size of the page slightly.
08:31 Okay. We'll go to the File menu, and choose
08:34 Document Setup. We can change all sorts of settings here,
08:38 including the page size. For example, let's say we want to make
08:41 this a little bit taller. I'll change this from 54 picas up to 55
08:46 picas, and then click OK. And you can see that the document is now
08:50 slightly taller. Making a new document with the proper
08:53 settings is the first step in creating a strong foundation for your publication.
08:57
Collapse this transcript
Saving and reverting documents
00:00 Once you have a new document open or you're editing an already existing
00:03 document, you should save it to disk. For example, if I select this object over
00:08 here and I'll just drag it to the right. I've made a change to this document, and
00:12 I can tell that I've changed the document because there's a small asterisk in the
00:17 Document tab. That asterisk means that this document
00:21 has changed since the last time that I saved it.
00:24 So, let's say that I want to save it. I'll go to the File menu and I can see
00:27 that there are three different options in here.
00:30 Save, Save As and Save a Copy, so let me talk for a moment about what the
00:35 differences between these three are. Save, you've probably had lots of
00:39 experience with if you've used any of their software.
00:41 It simply saves over the current document.
00:44 Save As is slightly different. It lets you rename the document to
00:48 anything else. If I choose that, you can see that
00:51 InDesign lets me specify where I want the document to be saved.
00:54 I'll put it up on the desktop, and it lets me rename it.
00:57 I'll change this to oh, say, 3B. It also gives you an option of what
01:03 format to save it in. An InDesign document, template, or this
01:08 mysterious InDesign CS4 or later, otherwise known as IDML.
01:12 I'm going to be talking about that third option later on in this chapter.
01:16 An Indesign document is just a regular InDesign file, nothing special about it.
01:20 You open it, you change it, you save it, and so on.
01:23 A template, however, is slightly different.
01:26 When you save an InDesign document as a template, you're telling InDesign that
01:30 you're not expecting to make any changes to this document in the future.
01:33 That is you open this document, and it'll open as untitled, you're using it as a
01:38 base for future documents to work off of. In this case, I'm going to save this as a
01:43 regular InDesign document. You will notice that the Document tab now
01:48 reflects the name 03B. A third option in the File menu is Save a Copy.
01:54 Now, Save a Copy is kind of interesting. Save a Copy means save the current state
01:59 of this document out to my hard drive, but let me continue working on the
02:02 document that I have open. For example, I'm working on document 03B
02:07 rue article, right? That's the one I just did a save as on.
02:11 Now I can start making some other changes.
02:13 For example, I'm going to move this over to the left side.
02:16 I'm going to move this picture onto the top, move this text down, and so on.
02:20 I'm simply dragging these frames around using the Selection tool, which is the
02:24 Black Arrow tool, the first tool in the Tool panel.
02:27 Now I'll go to the File menu and choose Save a Copy.
02:31 I'll save this out as 03C, and click Save.
02:36 But you can see up here in the Document tab, that I'm actually still working on 03B.
02:41 This is what I call setting up base camp. It's like when you're climbing a mountain.
02:46 You set base camps every so often that you can always return to, that's what
02:49 Save and Copy is about. I could make all kinds of additional
02:52 changes to this document. But if I want to, I could always go back
02:56 to that 03C that I've saved off. That's one of my favorite things about
03:00 InDesign, this ability to experiment and never feel like anything I've done is set
03:04 in stone. You can always go back to where you were.
03:07 So, saving a copy, a base camp, it's a great way to feel confident that you can
03:11 go back to where you were. Now, another way you can feel confident
03:14 in making changes and experimenting on your pages is that there's an unlimited
03:18 number of undo. So, if I go ahead and start making even
03:21 more changes. I'll just do all kinds of crazy things
03:24 here to really mess up this document, I know that I can always undo.
03:28 What I've done by pressing Cmd+Z or Ctrl+Z on Windows and there's unlimited undos.
03:34 You can also redo by pressing Cmd+Shift+Z or Ctrl+Shift+Z on Windows.
03:40 You can also get those from the edit menu of course, undo and redo.
03:46 And the cool thing is I can do that as many times as I want.
03:49 Now, sometimes you really mess up a document, maybe you're working for a half
03:52 an hour changing things, moving things all over the place.
03:55 And you realize you don't want to undo a hundred times in a row.
03:58 You just don't want to hit that keyboard shortcut over and over again.
04:01 In those cases, you might consider using something else from the File menu.
04:05 Up here, I can choose Revert. Revert means go all the way back to where
04:10 the document was when you last saved it. In this case, it was all the way back to
04:14 when I did the Save As. When you choose revert, it confirms.
04:18 Are you really sure you want to do this? Because, all of your changes are going to
04:21 get lost. And, if you choose OK, it actually closes
04:24 this document and reopens the original one from disk.
04:28 Look, mistakes happen. They're inevitable.
04:30 So, teach yourself to save. Save often, save base camps, save
04:34 backups, and then use undo and revert judiciously when you need to.
04:38
Collapse this transcript
Saving for CS4, CS5, or CS6 with IDML
00:00 What do you do when you're using a newer version of InDesign, but a client or a
00:04 colleague is still using InDesign CS6, or CS5, or even CS4?
00:09 If you send them your InDesign file, they won't be able to open it.
00:12 Instead, they'll get a nasty alert saying, they don't have the right plug ins.
00:17 What will you do? Well, the trick is to send them an IDML file.
00:21 Technically an InDesign markup language file.
00:25 It's an XML thing, but you don't need to worry about the technical details.
00:28 It's just an IDML file that they can open.
00:32 And you can make an IDML in one of two ways.
00:35 First, you could go to the File menu and choose Save As.
00:38 We looked at that in the last movie. Or you could choose Export.
00:42 And in the format pop up menu in the export dialogue box, you can choose
00:46 InDesign markup, or IDML. Both methods, either Save As or Export do
00:52 exactly the same thing. Then when you click Save, you'll get your
00:56 IDML file that you can send to somebody else and they'll be able to open it.
01:00 InDesign exports your IDML in the background.
01:03 And sometimes, if it's a really large file, it can take a little while.
01:06 You'll see an indicator in the application bar that shows you that the
01:09 InDesign file is exporting. The indicator will disappear when the
01:13 IDML export is done. But remember, using IDML to save backward
01:18 to an earlier version is not seamless. Some things can get lost.
01:22 Your document might change, sometimes radically, when you open a file in an
01:26 earlier version. For example, let's say your document
01:29 contains more than one page size. That's something I'll explain in a later chapter.
01:33 Well, all of those page sizes are completely lost if you open the IDML file
01:38 back in InDesign CS4, because that old version doesn't know about multiple page sizes.
01:43 It just doesn't have that feature. So all your pages end up the same size.
01:48 Nevertheless, in many situations, IDML works just fine, especially when you're
01:54 working with simple documents and you can't convince everyone you work with to upgrade.
01:58
Collapse this transcript
Setting margin and column guides
00:00 In an earlier movie, we saw that the new document dialogue box lets you set your
00:04 margins and column guides. But what if you change your mind later
00:08 and the file's already created? Or, what if you want different margins in
00:12 different parts of your document? No problem.
00:14 That's where the margins and columns feature comes in.
00:17 It's here under the Layout menu. But before you choose this feature, you
00:22 need to tell InDesign which pages you want to effect.
00:26 Right now, by glancing in the lower left corner of the document window, I can see
00:30 that this page on the left is page 24. So, the one on the right is page 25, but
00:35 that's not necessarily the pages that are selected.
00:38 To see which pages are selected, I need to go to the Pages panel.
00:42 I'll open the Pages panel at the top of the dock here, and I can see that pages
00:46 20 and 21 are selected. I can tell that because those are the
00:50 ones that are highlighted. So, if I go to margins and columns right
00:54 now, it will affect the selected pages, 20 and 21, not the ones I'm looking at.
00:59 So, you do have to be a little bit careful here.
01:01 To affect the pages that I'm looking at, I need to select them.
01:05 If I click on page 24 here in the Pages panel, it's selected, but page 25 is not.
01:12 I could Shift click on this second one, but I'm going to just click on these
01:15 numbers underneath the spread. That's a little shortcut for selecting
01:19 all the pages on the spread. Now, I'm going to go back to the Layout
01:22 menu and choose margins and columns. It's always a good idea to turn on the
01:27 Preview checkbox in this dialog box. That way you can see what you're doing
01:31 while you're working before you click OK. Now, I'd like to change the bottom
01:35 margin, but before I do that I want to make sure that this icon here, this
01:39 little chain icon, is broken, unlinked. If this button is turned on, if its
01:45 selected, then any change I make will effect all the fields in this section of
01:49 the dialog box, and I don't want that. I only want to change the bottom margin,
01:53 right here, I'm going to change it to 80 points.
01:56 Now, InDesign only updates when I leave this field, so I'll press the Tab key to
02:02 jump to the next item. And we can see that because the Preview
02:05 check box is turned on, the margins move. You can see before and after by turning
02:10 on and off the checkbox. That was before, and now that's after.
02:14 Now, obviously, this only changed the margins.
02:17 It did not affect the objects on the page.
02:19 If I want to affect the objects on the page, then I need to turn on this Enable
02:25 Layout Adjustment checkbox. That is the on, off switch for move my
02:29 objects or don't move my objects. Let's see the difference.
02:32 I'll turn it off, and then I'll set bottom margin back to the way it was.
02:36 60 points. I'll hit Tab to make sure it takes effect.
02:40 Now, I'm going to turn on Enable Layout Adjustment.
02:43 Set my bottom margin to 80 points again. And hit Tab.
02:46 See the difference? Before and after.
02:51 You can see that this text frame and this image over here both moved, but this
02:56 image, of this guy sitting on the sofa, did not move.
02:58 What's the difference? Well, Layout Adjustment works by looking
03:02 at any objects that are touching guides that move.
03:05 It has to be touching a guide, or very, very close to a guide, and then it will move.
03:11 This text frame in this image over here were both touching the bottom margin.
03:15 That's kind of like a guide, so when they moved, those frames resized.
03:19 But this image over here was not touching any guide, so it stayed where it was.
03:23 As you can tell, Layout Adjustment is a great way to move a lot of objects on
03:27 your page quickly. So, perhaps you're changing your page
03:30 size or your margins across an entire book, Layout Adjustment may be just the
03:34 ticket for you. However, with that power comes great responsibility.
03:38 Here's what I mean. Sometimes Layout Adjustment can really
03:41 mess up your page a lot. For example, look what happens if I
03:45 change the number of columns to 2. Wow, that is not what I wanted, and it's
03:51 certainly not what I expected. It added the second columns on the
03:54 spread, but it moved a lot of these objects around and it changed the numbers
03:58 of columns in the text frames. I don't know what it did or why it did it.
04:01 But I don't like it, so I'm going to click Cancel to go back to the way it was.
04:06 So, we've seen how we can change the margins and columns on a single spread,
04:09 but what if we want to change them for all the pages at the same time?
04:13 No problem. There's two options.
04:15 First, I could select all the pages in my Pages panel.
04:18 I could click on the bottom spread, and then Shift click on the first spread.
04:22 That selects all of the spreads. Or, even faster, we can use Master Pages.
04:26 And I'm going to be talking about Master Pages in the next chapter, but for now
04:30 suffice it to say that all of these pages in the Pages panel are all based on a
04:35 Master Page which lives up here at the top of the Pages panel.
04:38 So, if I click that Master Page once, it selects it.
04:43 Now, if I go to the Layout menu and choose margins and columns,any change I
04:47 make will affect the Master Page, which will in turn affect all the pages that
04:51 are based on that master. In other words, all the pages in this document.
04:55 Once again, I'll turn on Enable Layout Adjustment, change the bottom margin and
04:59 click OK. It changed every page in this document
05:03 that's based on that master, not just the one's I'm looking at.
05:06 Now, remember these margin guides are just that, they're just guidelines from
05:10 where you might put objects. There's other kinds of guides in InDesign
05:14 two called Page Guides, that we'll talk about in the next movie.
05:17
Collapse this transcript
Putting ruler guides on your page
00:00 Designers love adding guides to their page to define zones and manage the space.
00:05 Production folks love adding guides because it maintains consistency and it
00:09 helps you lay out pages fast. Whatever the reason you want to add
00:12 guides, InDesign lets you do it in a number of different ways.
00:16 The basic way to add a guide to a page is simply by dragging it out of the ruler.
00:20 For example, I'll go up to this horizontal ruler at the top and simply
00:24 drag out a guide. If I let go of the mouse button when I'm
00:28 over the page, I get a page guide. It just goes across that one page.
00:34 If I drag out another guide, but I let go of the mouse button when the cursor is
00:37 over the pasteboard, I get a pasteboard guide.
00:40 Some people call this a spread guide because it goes across all the pages on
00:43 my spread. Once I have a guide on my page, I can
00:46 move it simply by clicking on it with the selection tool, that's the black Arrow
00:50 tool in the tool panel, and dragging it. I'm going to move this one down until
00:54 it's right against that text frame. Immediately I can see that this text
00:58 frame and the one on the right hand page are not aligned.
01:01 So, I'm going to go over here and click on this text frame and re-size it by
01:05 dragging this top handle up into the guide.
01:09 When I get close to the guide that handle snaps to the guide so that I know that's
01:13 exactly at that guide point. Now, there are other ways to add guides
01:17 as well. I'm going to come over here to the
01:19 intersection of these two rulers and I'm going to right click and change this to inches.
01:25 You could Ctrl click with a one button mouse.
01:27 I'm going to use inches, just because it's easier to show this particular trick
01:31 when I'm set to inches. I'm going to drag out a new guide, and
01:35 I'm going to let go of it when it's right near this tick mark over here.
01:38 Right near five inches. And you'll see that it's actually very
01:42 hard to get it right on the tick mark. When I say you'll see, what I'm talking
01:46 about is this field up here in the control panel.
01:49 You can actually see the measurements of the guide.
01:51 First you need to click on that object, and then drag it around up and down.
01:56 And you'll see the measurements. I can get close to it, but it's really
02:00 hard to get exactly on five inches. What I really wanted to do is get it
02:04 exactly on the five inch mark. Right there at five inches.
02:07 So to do that, I'm going to drag this guide with the Shift key held down.
02:12 The Shift key is great because it always snaps to the nearest tick mark in the ruler.
02:18 So now I just have to get somewhat close and when I let go of the mouse button,
02:21 it's at exactly five inches. In fact, if I know that I want a ruler
02:25 guide at exactly, say, four inches, I don't even have to pull it out of the
02:29 ruler at all. All I have to do is hold down the Shift
02:32 key and double-click near the tick mark at four inches.
02:36 InDesign adds a ruler guide at exactly that point.
02:39 I can see that simply by clicking on it. There we go.
02:42 The control panel says it's at four inches.
02:44 Okay, now lets see a little bit about how guides act on our page and how objects
02:49 behave with them. I want to Zoom In on this little text
02:52 frame over here and I'm going to hold down the Cmd space bar on the Mac or Ctrl
02:55 space bar on Windows and just drag the marquee over this so I can Zoom right in
03:00 on it. Now I'm going to drag this text frame
03:02 down and you'll see that as I drag it down the edge of the frame snaps to that guide.
03:09 That's what guides do, they snap objects to them.
03:11 They're kind of magnetic and that's usually very helpful, but in this case I
03:15 wanted to get close to that point, but I didn't want it exactly on that guide.
03:19 So what do I do? Well, fortunately you can turn off that
03:23 snapping behavior. To do that, go to the View menu, choose
03:27 Grids and Guides, and then choose Snap to Guides.
03:30 Thats a toggle, it goes on or off. I'll start dragging this down and you'll
03:34 see that the Snap to Guide feature is turned off.
03:37 I can get close to it, but it won't snap right to it.
03:40 But truly, Snap to Guides is my friend so I'm going to turn it back on.
03:44 Go back to the View menu, Grids and Guides, and turn on Snap to Guides.
03:48 By the way, I should mention that there are some other things that act kind of
03:52 like guides even though they're not technically guides.
03:54 For example, the page edges. I can drag this object near the page edge
03:59 and it snaps to that edge. I like that.
04:02 Okay, I'm going to Zoom Out to fit the whole spread in the window with a Cmd+
04:06 Option+0 or Ctrl+Alt+0, and I'm going to add a few more guides onto my page.
04:10 For example, I'll put some guides over here.
04:13 And I'm going to put a couple guides over here, and I'll maybe make these some
04:17 spread guides or pasteboard guides, what ever you want to call them, and you can
04:20 see I can add a lot of guides. But what if I wanted to move some of
04:25 those guides? Well, it's easy to move guides because
04:28 they act just like objects. I simply select them by clicking on them.
04:32 Click on that one. And then, I can Shift-click on a couple
04:35 of other ones if I want. Let's get all four of these.
04:37 There we go. And now, they'll all move together as a
04:40 group up or down. To get rid of all four of those at the
04:43 same time, I simply press the Delete key. I can even make a whole bunch of guides
04:48 at the same time by selecting one of them, I'll click this one at the top, and
04:52 then I'll use the Step and Repeat feature.
04:54 I'll go to the Edit menu and choose Step and Repeat and I'm going to say, give me
04:59 ten different guides and make them all exactly one centimeter apart.
05:06 When I click OK, you can see that I have ten more, eleven total guides in a row.
05:10 Well, now I've got so many guides on my page that I can't tell what goes to what.
05:15 Fortunately, InDesign even lets you change the color of guides.
05:19 So, for example, I'm going to drag over three of these guides.
05:23 I simply drag in an area where there's no objects on the page and drag down, and if
05:28 I drag over three of those, those three are selected.
05:31 Next, I'll go to Layout menu and choose Ruler Guides.
05:36 In the Ruler Guides dialog box I can change the color of any selected guides.
05:41 Instead of cyan, I'm going to choose something completely different, like
05:43 magenta, and I'll click OK. Now, you won't see the change right away
05:48 because those are selected, but as soon as I deselect, you'll see that those
05:52 three guides are now magenta. Changing guide colors can be really
05:56 helpful because you may want some guides to indicate some things and other guides
06:00 to indicate others. Okay, so now, once you've done all this
06:03 work to set up your guides, what if you want to use them on another page, or even
06:07 another document? Well, again, they're just objects.
06:11 So you can copy and paste them. I'm going to select all my guides with a
06:15 super secret shortcut, which is Cmd+Option+G or Ctrl+Alt+G on Windows.
06:21 That selects all the guides on the spread.
06:23 Now I'll copy them by going to the Edit menu and choosing Copy.
06:26 Of course, you could choose Cmd+C or Ctrl+C on Windows.
06:30 Then I'll go to the previous spread, I'll go to the Pages panel, double-click on a
06:34 different spread and then paste them. Every guide is in exactly the same place
06:41 as it was in the original spread. When I deselect them I can see that even
06:45 the colors are the same. Guides are incredibly helpful for
06:48 ensuring consistency and keeping you efficient.
06:50 They're just so easy to create. There's really no reason not to use them.
06:54
Collapse this transcript
Bleeding colors or images off the side of the page
00:00 Let's say you're making a flyer, a brochure like this one, and you want the
00:04 background color to extend all the way to the edge of the page.
00:08 Well, if this were an on-screen document, it's only going to be displayed on
00:11 screen, then this is fine. Just make sure the objects go all the way
00:15 to the edge of the page. But in order for this work in print, you
00:19 have to actually extend it past the edge of the page onto the pasteboard.
00:23 Here's why. Let's say it reaches just to the edge of
00:26 the page. When it ends up on a printing press, the
00:29 paper might move just a tiny amount, but you'd end up with a white sliver down one side.
00:35 So, to compensate, printers want you to extend the object off the page onto the pasteboard.
00:41 This is called a bleed, and they print the whole thing on a larger sheet of
00:45 paper, and then they trim it down to where the edge should be.
00:48 So, I'm going to select this object, this black frame, and I'm going to extend it
00:53 past the edge of the page simply by dragging this corner handle out a little bit.
00:58 How far should bleeds go past the edge of the page?
01:00 Well, when you're making bleeds, it's useful to have guides, and InDesign has
01:06 bleed guides built right in. You can make bleed guides in the New
01:10 Document dialog box, but that only works when you first create the file.
01:14 In this case, we want to add them to this document.
01:17 So, to get them, we're going to head over to the File menu, and choose Document Setup.
01:23 You'll see the Bleed and Slug area at the bottom of the Document Setup dialog box.
01:27 If you don't see it, just twirl this little triangle down.
01:30 Now, most printers want between about 9 and 18 points for bleed.
01:34 I'll set it to 10 points, and I'm going to make sure that this button on
01:37 the right side is turned on, this little link icon.
01:40 That way, if I change it in one place, it'll update all of them.
01:43 I just press Tab and InDesign changes them all to 10 points.
01:47 I want to emphasize that the amount that you should choose, whether it's 10 points
01:51 or something larger, is up to your printer.
01:53 Talk to your printer to get exactly how much they want.
01:56 Now, while I'm here, I'm also going to add a little bit of a slug.
02:01 I'll make sure this icon's turned off so that I can change each of these independently.
02:05 I'm going to make this something large, just the top field, make it big, like 36 points.
02:10 I'll show you what that means in just a moment.
02:11 Okay, great. I'm going to click OK, and you'll see
02:15 that I suddenly have guides around the edge of my page.
02:18 In fact, let's go to the View menu and turn off Match Pasteboard to Theme Color,
02:23 that way we can see the guides even easier.
02:25 These red guides are bleed guides, and if I scroll down slightly by holding down
02:29 the Opt+space bar or Alt+space bar keyboard shortcut to get my grabber hand,
02:33 you can see that there's other objects up here, these blue guides set the slug area.
02:38 That's a good place to put information that you want printed out, but that you
02:42 don't want on the final trimmed piece. I don't want these notes on my final
02:46 piece, but I do want my printer to see them.
02:49 So, because they are inside the slug area, I can get them to print out.
02:52 Now these red guides are going to tell me how far off the edge of the page I want
02:56 my objects to bleed. So, all I need to do is resize this
02:59 object to snap to that guide. I'll just select it with a black arrow
03:02 selection tool and drag a corner or side handle until it snaps to the guide.
03:07 Same thing with this pink box. I'll simply click it and drag this top
03:11 side handle up until it snaps against the bleed guide.
03:14 I'll scroll down, and now I'm going to snap these bottom objects.
03:18 Click on that one and drag down. Click on this photograph, drag down, and
03:23 so on. You get the idea.
03:24 Let's get that pink box down. You want to make sure you get all of
03:27 those objects. Here's another graphic that I need to
03:30 stretch out to the edge. And I need to drag this side to the right
03:34 edge, all the way past the edge of the page, just to make sure it fits.
03:38 Even this photo of this guy needs to snap down as well.
03:41 If I want it to print to the edge, I need to extend it past the edge.
03:45 So, I'll click and drag the edge down there.
03:47 Okay, I'm going to press Cmd+Opt+0 or Ctrl+Alt+0 on Windows to see the whole spread.
03:53 I'll click out here on the pasteboard to deselect everything, and now I can see
03:57 that all my objects are bleeding. Oh, I missed one.
04:00 There's one on the right side. That graphic there needs to also be
04:04 pulled down. There we go.
04:05 Now I've got them all. If you want to see the final product,
04:09 that is, what this page is going to look like after it's trimmed down, remember
04:12 the preview mode. You can press the w key to go into
04:16 preview mode and you can see all this stuff that was bleeding off is actually
04:20 cropped out now. Press w again and you can see the
04:23 original the way it was, all the way out to the bleed guides.
04:25 Now, I'm going to be talking about printing and exporting PDFs in a later
04:29 chapter, but I have to tell you this one thing right now, because it pertains to bleeding.
04:34 If you're going to be bleeding objects off the page, you must turn on a
04:38 particular setting inside the Print dialog box or the Export dialog box.
04:43 To show you this, I'm going to open the Print dialog box with Cmd+p or Ctrl+p on
04:47 Windows, and I'm going to go directly to the Marks and Bleeds setting up here in
04:51 this list. Now, this is the same in both the Print
04:54 dialog box and the Export PDF dialog box. You have to go to Marks and Bleed and
04:59 then make sure Use Document Bleed Settings is turned on.
05:02 If you don't turn that on, then InDesign's going to crop them off at the
05:07 edge of the page. So, turn this on in order for those
05:10 objects to bleed out, again, both in print or PDF.
05:13 And, if I want that slug information to print, I need to turn on the Include Slug
05:18 Area check box, too. Ultimately, when you're bleeding objects
05:21 off the page, you must talk with your printer first to make sure they're set up
05:25 to print bleeds, and also to find out how large that bleed should be, otherwise you
05:30 may not get the results you expect.
05:31
Collapse this transcript
4. Managing Pages
Inserting, deleting, and moving pages
00:00 You can use InDesign to design anything from a one sided business card to a book
00:04 thousands of pages long. But as soon as you go beyond that one
00:08 page business card, you're going to need to learn how to manage your pages, adding
00:12 pages, moving them around, deleting them, and so on.
00:15 And that's what we are going to cover here.
00:17 All of InDesign's page features show up in two places.
00:21 The Pages submenu underneath the Layout menu, or the Pages panel.
00:26 But the Pages panel has everything from the menu, plus a lot more.
00:31 So, let's focus on the panel. The very first thing I'm going to change
00:34 in my Pages panel is the layout, the configuration.
00:38 Because currently, it shows each spread, one on top of the other.
00:42 It's just not a very good use of screen real estate.
00:45 Instead, I'm going to open the Pages panel menu, up here in the upper right
00:48 corner, and I'm going to choose the View Pages sub-menu.
00:51 And then, I'm going to choose Horizontally.
00:54 I think Horizontally is a much better use of space, but you can do it either way
00:59 you want, Vertically or Horizontally. Now, I'm going to add a new page by
01:04 clicking the New Page button down here at the bottom of the panel.
01:08 When I click that, it will add a new page after whatever page is selected to the
01:12 Pages panel. Right now, both pages 20 and 21 are
01:16 highlighted, that is they're selected in the Pages panel.
01:18 So, when I click this button, it'll add a new page after that spread.
01:22 There it is, my new blank page, page 22. And all the other pages shuffle, so they
01:28 stay in two page spreads. That's because this is a facing pages document.
01:33 Now, page 22 is selected. That's the new page I just added, and I
01:37 can click again to add a second page on that spread.
01:41 Of course, if I knew that I wanted two pages to start with, I probably should
01:44 have used the insert pages feature. I can get that by going back to the Pages
01:48 panel flyout menu and choose Insert Pages.
01:52 That gives me the Insert Pages dialogue box and I can type in exactly how many
01:56 pages I want right here. For example, maybe I want to add one page
02:00 after page 20. Even though page 20's not selected in the
02:03 Pages panel, I can say one page, after page 20.
02:07 You see that the Insert popup menu here gives me several options.
02:12 I can say after that page, before the page, or at the start or end of the document.
02:18 In this case, I'm just going to click OK, and it adds a single blank page after
02:21 page 20. Another way to get a new page in InDesign
02:25 is to duplicate one of the pages that you already have.
02:28 Now, I find this very useful when I'm laying out pages quickly.
02:31 Because I often, already have a page that looks approximately like what I want.
02:35 In this case, I want a duplicate of this spread, pages 22 and 23.
02:40 So, I'm going to select both those pages by clicking on the numbers underneath the spread.
02:45 Then, I'll hold down the Opt or the Alt key on my keyboard and drag these numbers
02:50 until I see a black line appear, or a white line in the case of this dark UI.
02:55 When I see that line appear, that means put it here after the spread.
02:59 And when I let go, InDesign makes a duplicate of the spread right where I
03:04 wanted it. Of course, the Pages panel acts kind of
03:06 like a slide tray. If you have a bunch of images or slides
03:09 in a tray, you can move them around anywhere you want.
03:12 Right? So, if I want this spread to be somewhere
03:15 else, all I have to do is click on it and drag it.
03:18 That moves it to where I want it to be. For example, I'll put this all the way
03:21 down at the end of the document. Again, I'm looking for that vertical line
03:25 to tell me where InDesign is going to drop it.
03:28 As soon as InDesign puts it into place, all the pages reflow to keep the
03:31 documents as facing pages. There's another way to move pages too,
03:35 and that's to choose move pages, from the Pages panel menu.
03:40 For example, I might want to move pages 23 and 24 to later, after page 25.
03:45 So, I'll press page 23 to 24, that's just a little hyphen in there to say 23 to 24.
03:52 And then, I'm going to say after page 25. Then, I'll click OK and you can see that
03:57 those pages got moved. And again, all the pages reflowed to take
04:02 their place. Finally, sometimes you find you need to
04:05 delete pages and you can do that in the Pages panel too.
04:08 I'll select this second page in the document just by clicking once on it.
04:12 And I want to grab these other blank pages I have too.
04:15 So, I'm going to hold down the Cmd key or the Ctrl key on Windows, and click on them.
04:20 That lets me select Discontiguous Pages. That means pages that are not next to
04:25 each other. Now, if you hold down the Shift key, you
04:27 can actually select Continuous pages, a range of pages.
04:30 For example, I'll click on this first page of the document.
04:34 Page 20. And then, I'll Shift click on the last
04:36 page, page 30. That selects all the pages from 20 to 30.
04:41 But in this case, that's not actually what I want, so let me click out here
04:44 where there's no pages that deselects them.
04:46 And then, once again I'm going to click on the first blank one, and then Cmd or
04:49 Ctrl click on the other blank ones. Now, to delete them, all I have to do is
04:54 click on the little trashcan icon at the bottom of the panel.
04:58 Because those pages had nothing on them, InDesign doesn't warn me, it just deletes them.
05:02 But if I try and select this last page and delete it, InDesign does give me a warning.
05:07 It tells me that this page has objects on it.
05:09 Do I really want to delete it? And I say yes, yes I do.
05:13 I'll go ahead and click OK, and now it's gone.
05:17 Now, remember, even though these are all called pages, and this is the Pages
05:21 panel, it doesn't necessarily mean print pages.
05:24 A page in InDesign could be what you see on a screen, like a slide presentation,
05:29 or a magazine on a tablet. A page, is a page, is a page.
05:33
Collapse this transcript
Changing page size
00:00 As we saw in an earlier chapter, you can change a document's size by going to the
00:04 File menu and choosing Document Setup. When you do this it has the effect of
00:09 changing every page in the document. Even your master pages, which is a topic
00:13 I'll cover later on in this chapter. For example, let's go over here and
00:17 change the height of this to something larger.
00:19 Maybe 12 inches. When I click OK, you'll see that every
00:23 page in the document got taller. I'll press Cmd+Z or Ctrl+Z on Windows,
00:27 and it goes back to the way it was. Of course, in most documents, you want
00:31 every page to be the same size. But sometimes you need to alter the size
00:35 of one or more pages. For example, in this document, a brochure
00:40 file from the exercise files folder, I have a trifold, that is three panels,
00:45 front and back. There's three here, and if I look at the
00:48 Pages panel, there's three more over here.
00:51 Now, this page on the right is the cover of the brochure.
00:55 And this panel over on the left, is the inside.
00:57 It's going to fold inside when it all gets folded up.
01:01 If all three panels were exactly the same width, we would have a problem when we
01:05 came to fold it. Instead, we must make this panel the one
01:09 over on the left a little bit narrower, so that it folds inside the other two.
01:14 Now, before I show you how to change the size, I need to point out that this
01:18 really is three different pages in a single spread.
01:21 You can see that over here in the Pages panel, one, two, three, and then four,
01:25 five, six, each of those spreads are made up of three separate pages.
01:29 It may not be obvious to you at first how to get a three page spread, so let me
01:33 show you. First, in the Pages panel menu, I'll
01:36 choose Insert Pages. And I'm going to add three pages after
01:40 the end of the document. I'll click OK, and you can see that now I
01:44 have three different pages each on it's own spread.
01:47 Now, in order to get them together onto a single spread, I have to go to the Pages
01:51 panel menu, and make sure that this option is turned off.
01:55 Allow document pages to shuffle. When it's on, they're always going to be
01:59 on their own spread. When its off, I can put them together.
02:03 So, I'll leave that turned off. And then, I'm going to drag page eight
02:06 over to the left, over to page seven. And I'm going to drag it over until I see
02:11 this little icon. It looks like a little black arrow
02:14 pointing to the right. This indicates that the two pages are
02:17 going to fit together. Now, I'll do it to the third page.
02:20 Drag this over until I see the same icon. Let go, and now I have a two, three page spread.
02:27 Now, for this brochure which is just front and back, I obviously don't need a
02:30 third spread. So, I'll go ahead and select that, and
02:33 then delete that by clicking the trashcan icon.
02:36 Okay, back to what I was talking about. Now, once again, up on page one, let's go
02:40 ahead and double-click on those numbers to jump up to that first spread, I want
02:44 this first page to be narrower. To do that, I'm going to choose the Page tool.
02:49 That's the third tool down in the Tool panel.
02:52 The Page tool is a little bit non-obvious in how it works, so here's the trick.
02:57 After you choose the Page tool, click on the page that you're trying to affect.
03:01 That could be a master page, or in this case, a document page.
03:05 I'll simply click on this page and you'll see that it's highlighted.
03:08 There are these weird little side handles and corner handles around it.
03:11 Now, you want to be careful when you're doing this, you don't want to click on an
03:15 object on the page that actually does something slightly different.
03:18 You want to click on the page itself. If the whole page is covered with
03:22 objects, you can take a shortcut and click on the page in the Pages panel.
03:27 Next, to change the size, I go up here to the Control panel and I change the width.
03:32 But before I change the width, I must, must, must first go and make sure that
03:38 the reference point on the left edge, that's this little icon over on the left
03:42 edge of the Control panel. I have to make sure that that reference
03:45 point is set up correctly. The reference point tells me what part of
03:49 this page is going to stay stationary, what's locked.
03:52 And everything else will move around that point.
03:56 I'm going to choose any one of these points along the right edge of the
03:59 reference point icon. By doing that, I'm telling InDesign to
04:02 keep the right edge where it is. Then, I'll go to the width field, and
04:06 I'll change this from 266 points just down to let's say 260 points.
04:12 You can see as soon as I hit Enter or Return, that InDesign changes the width
04:16 of that page. And it did it based on the reference point.
04:19 The right edge of the page, so that doesn't move.
04:22 Now, of course, this is a double sided brochure, so I need to do the same thing
04:26 on the next spread. I'll double-click pages four to six, and
04:29 I'll use the Page tool to click on the right hand page.
04:32 The right hand page is the opposite of the left hand page on the first spread.
04:36 Right? They're two sides of the same panel in
04:38 this brochure. So, I'll click on that right page inside
04:41 the brochure, and then I'll go up to the Control panel.
04:44 And again, before I change the width field I want to make sure that the
04:47 reference point is set up correctly. Actually, let me show you what happened
04:51 if I don't change the reference point. I'm just going to go ahead and change
04:54 this to 260 points. It's a little bit tricky, but you can see
04:58 that there's now a blank area between these pages.
05:02 The reference point was set to the right side, so that page got narrower, but the
05:06 right side stayed where it was. That means I have a gap between these two
05:10 pages, and that's obviously not what I want.
05:12 That would print completely incorrectly. So, let me undo that, Cmd+Z or Ctrl+Z for
05:17 Windows, and set the reference point properly.
05:20 I want the left side to stay where it is, and then change the width to 260 points.
05:26 There we go. So, that page will now fold into the
05:30 brochure properly and it'll end up in the proper place and we won't have any
05:34 problems when you're folding or binding. Now, there are many other examples of
05:38 when you might want to change individual page sizes.
05:40 For example, maybe you're creating stationery for a client and one page of
05:45 your document might be a letterhead, and the next page could be an envelope, and
05:48 the next, a business card. You can mix and match all of that inside
05:52 a single InDesign document, using the Page tool.
05:55
Collapse this transcript
Creating and applying master pages
00:00 A master page is kind of like a template for your pages.
00:03 Anything that you put on a master page will show up on your document pages.
00:07 That's why you should use master pages for things like page numbers, headers, or
00:11 a logo that you want on all or most of your pages.
00:15 Every document has at least one master page.
00:17 And you can find that in the Pages panel. I'll open up my Pages panel here in the
00:21 dock, and I can see at the very top all my master pages.
00:25 Now this file, from the Exercise Files folder, has just one master page called A_Master.
00:30 To see that master page, I double-click on it.
00:35 Now because this is a facing-pages document, that is, it has a left and a
00:38 right-hand page, I can see that the master page also has a left and a
00:42 right-hand page. So, anything I put on the right-hand page
00:46 will show up only on the right-hand pages of my document.
00:50 Anything on the left-hand page of the master page shows up on the left-hand
00:53 pages of my document. If this were a single sided document, a
00:57 non-acing pages document, I would only see one page.
01:00 And anything I put on that page would show up on all my document pages.
01:04 Now, we're working with a book, and books often have running headers and page numbers.
01:09 I'm going to talk about how to add page numbers that update automatically a
01:12 little later on in this chapter. But for right now, I'm going to add some
01:16 running headers at the top of my page. To do that, I'm going to grab the Type
01:20 tool in the Tool panel. Then, I'm going to use that tool to drag
01:24 out a frame. I'll start in this corner where the two
01:26 guides intersect, and I'll drag out down and to the right until I have my text frame.
01:32 When I let go of the mouse button, the text cursor starts flashing inside that
01:36 text frame. I'll type in the name of this book, The
01:39 History of Art. Looks good.
01:42 The History of Art, okay. Now, I'm going to apply some formatting
01:45 to it. I have some formatting in a paragraph
01:48 style, that I'm going to apply to this. And I talk about paragraph styles in a
01:51 later chapter, but for now just follow along and you'll get it.
01:55 I'm going to go the Paragraph Styles panel over here in the dock.
01:58 I can see that because I have the Advanced Workspace selected up here in
02:02 the Application bar. Inside the Paragraph Styles panel, I'm
02:06 going to scroll down until I see the paragraph style called Folio.
02:10 Here it is. While the text cursor is flashing in that
02:14 paragraph, I'll click once on the paragraph style, and it adds a bunch of
02:18 formatting to that text. Okay, now I need a running head on the
02:21 right side of my page. Instead of making a whole new frame, I'm
02:25 just going to duplicate the one I made. So I will choose the Selection tool, that
02:30 Black Arrow tool in the Tool panel. And I'm going to hold down the Option and
02:34 Shift key, or Alt+Shift on Windows, and drag this over to the right.
02:40 Now what that does is it makes a duplicate of this object and keeps it in
02:44 perfect alignment. The Option or Alt key makes a duplicate,
02:48 the Shift key keeps it in alignment with the original.
02:51 Okay, in my new frame over here, I'm going to delete that text.
02:54 I'll switch to the Type tool in the Tool panel.
02:57 I'll come in here and click and delete that text just by selecting it, and then
03:01 pressing the Delete key on my keyboard. And I'm going to put a running header in
03:05 here instead that changes from one page to the next based on the chapter name.
03:10 To do that, I need a text variable. So while the text cursor is flashing
03:14 inside that frame, a little bit hard to see, but there it is flashing inside that frame.
03:18 I'm going to the Type menu, scroll down to the Text Variable submenu, choose
03:24 Insert Variable, and then choose Running Header.
03:28 Now I've already built this variable into this template, this running header variable.
03:32 And this running header variable automatically picks up the name of the
03:35 chapter and puts it up here into the header.
03:38 These kinds of variables are really great.
03:40 And I discuss how you can make them yourself in my beyond the essentials
03:44 title here in the online training library.
03:46 Anyway, now let's take a look at our document pages to see if this worked.
03:51 I'll open my Pages panel and I'll double-click down here on pages 8 and 9
03:56 to jump to that field. I'll press Cmd+Option+0 or Ctrl+Alt+0 to
04:00 fit that spread in the window, a little easier to see.
04:03 And we can see that The History of Art was picked up from the master page and
04:06 put on that left-hand page. And the name of this chapter was picked
04:10 up and put of the right side. So, this is terrific because it means
04:13 that I don't have to add headers manually on every single spread throughout my
04:17 document which would be really annoying. The problem is that when I added that to
04:21 my master page, it applied it to every document page even my cover and front matter.
04:26 Here, look I'm going to go back to pages 2 and 3 here in the front matter, and you
04:30 can see that it shows up even here on this blank page.
04:34 And on the right side it added this line, there was no chapter at this point so it
04:39 leaves it blank. But it did add that little underline and
04:42 that's ugly, that's not what I want. So, can I remove them?
04:45 Absolutely. What you have to do is apply a none
04:49 master page. You sort of remove the master page
04:52 template from these particular document pages and you can do that in the pages panel.
04:57 There's a couple ways to do it. One is to simply drag this none master
05:00 page, which is at the very top of the Pages panel down onto the page you want
05:04 to apply it to. If I drop it onto page 2, you see that on
05:08 the left-hand page, the running head disappeared.
05:11 I could do the same thing to page 3 as well.
05:14 If I want to apply none to a number of pages, for example, all the pages in the
05:18 front matter. All I have to do is select the first
05:21 page, in this case the cover, and then Shift-click on the last page.
05:25 I'll say page 9. And then, go to the Pages panel menu and
05:30 choose Apply Master to Pages. I'm going to say Apply Master None to all
05:36 these pages, 1 through 9. Because I've selected them in the Pages
05:40 panel already, InDesign inserted them into this field.
05:43 So, good. I'll click OK, and now InDesign has
05:47 applied the none to all of these pages, or you can also think of it as removing
05:51 any master page from those pages. Now, I can tell that no master page is
05:55 applied to these because there's no a in the upper corners of these pages.
06:00 Let me click out here and you can see there's no a.
06:02 On page 10 and 11, you see that little a, that means the master page a has been
06:08 applied to those pages. Also, if you hover over the page, you get
06:12 a little tool tip that shows you what master is applied to it.
06:15 So, master pages are great. But when you start using them, there's
06:18 one little thing that is going to drive you crazy.
06:20 Let me jump to page 10 here and I'll show you.
06:23 I'll double-click on page 10 and I want to change this header.
06:27 Maybe I've decided I want to move it to the left or right or something.
06:30 So I'm going to grab my Selection tool, the black arrow, and I'm going to try and
06:34 click on it and drag it. Can't do it.
06:37 No matter how many times I click and drag, nothing happens at all.
06:40 I can't even select it. Here's the reason.
06:43 InDesign is keeping these master page items away from you so that you don't
06:47 accidentally mess up your design. But in the next movie, I'm going to show
06:51 you how to get past that safety net and access those master page items directly
06:55 on your document page.
06:56
Collapse this transcript
Overriding master page items
00:00 As I mentioned in the last movie, InDesign protects master page items, when
00:04 you're on a document page. You can't move them, you can't delete
00:07 them, you can't even select them. I've opened this document from my
00:11 exercise file folder. It's B art history.
00:14 And in this one, you can see that I already have my running headers.
00:18 I'm going to zoom in on this running header, by holding down Cmd+space bar on
00:21 the Mac or Ctrl+space bar on Windows. And I'll drag the marquee around this area.
00:25 That zooms in, so I can see it better. You might notice something interesting
00:29 about this running header. It has a dotted line for a frame edge.
00:34 Actually the dotted edge is covered up on the left top and right because of those
00:37 guides, but believe me, they really are dotted lines.
00:41 Now, those dotted frame edges indicate a master page item.
00:45 Master page items always have dotted edges.
00:48 But if I try and click on this with the Selection tool, nothing happens.
00:52 I can't edit it, I can't move it, nothing.
00:54 But I thought InDesign was all about letting me express my creativity.
00:58 What if I want to change it? Why can't I?
01:00 Well, you can, you just need to know the trick.
01:04 And the trick is, you have to hold down two modifier keys on your keyboard.
01:08 Cmd+Shift on the Mac. Or, Ctrl+Shift on the Windows.
01:12 And when you're hold those modifier keys down, and then click, InDesign overrides
01:18 that object. It pulls it off the master page and the
01:21 frame becomes a document page item. You can see that because there is no
01:25 longer a dotted line around it. It becomes a real selectable object that
01:29 I can move, I can edit it, I can do anything I want.
01:32 Now, I'm going to zoom out with a Cmd+Option+0 or a Ctrl+Alt+0, so I can
01:37 see the entire spread. And I'm going to do the same thing to
01:40 that running header on the right side. Cmd+Shift or Ctrl+Shift click, that
01:44 overrides it. And now, I can just press the Delete key,
01:47 and poof, they're gone. But what if I didn't mean to delete them?
01:51 What if that was a mistake? Well, don't panic.
01:54 You can always get master page items back, and the way you do that is to open
01:58 the Pages panel. Make sure you have the pages selected
02:02 that you want to affect. In this case, I've got pages 10 and 11
02:05 selected, those are highlighted, then I'll go to the Pages panel menu.
02:09 I'll go down to the Master Page's sub-menu and I'll choose Remove All Local Overrides.
02:15 It's kind of a double-negative there. You're removing the overrides that you
02:19 already made. In other words, you're putting back
02:21 everything that was on the master page, setting it back to the way it was originally.
02:26 Okay, so that's good. But sometimes you'll open a document that
02:29 somebody sends you and you'll find that you still can't override master page items.
02:33 It can be a real mystery. For example, you'll be Cmd+Shift clicking
02:37 or Ctrl+Shift clicking and nothing happens at all.
02:40 Let me show you what's going on. I'm going to double-click on my master
02:43 page to jump to it. And then, I'm going to select those
02:46 master page items by clicking on 1, and then Shift clicking on the other, that
02:49 selects both of them. I'll go back to the Pages panel menu,
02:53 scroll down and look inside the Master Pages sub menu.
02:57 And then, I'm going to turn off Allow Master Item Overrides on Selection.
03:01 That basically tells InDesign don't let anybody change these master page items.
03:06 In fact, if I go back to my documents pages by double-clicking on them here.
03:10 You'll see something interesting. Let me zoom in, so you can see this better.
03:15 I don't see a dotted line around this frame.
03:17 I don't see a solid line. I don't see any line.
03:20 That's my indication that this item cannot be overridden.
03:24 When it comes to building structured documents such as books and magazines,
03:27 Master Pages are a necessity for an efficient workflow.
03:31 And controlling each master page item is key to making sure that your final
03:35 document ends up just the way you wanted it.
03:37
Collapse this transcript
Adding page numbering
00:00 You're working on a book or a magazine or anything that has more than a few pages,
00:04 you owe it to your readers to add page numbers.
00:07 But it's a hassle to add page numbers to each and every page, right?
00:11 Wrong. InDesign makes page numbers a snap.
00:14 Now we want the pages numbers on almost every document page.
00:17 So, where should we put them? That's right, the master page.
00:21 So I'm going to go over here, and open my Pages panel, and I'll double-click on my
00:24 master page A to jump to it. I'd like my page numbers at the bottom of
00:28 this page, so I'll grab my Type tool from the Tool panel, and drag out a text frame
00:33 at the bottom of this page. When I let go, the text cursor is flashing.
00:38 Now I can type my page number. So what should I type?
00:41 The actual page number? No, you don't want to type real numbers here.
00:44 Instead, you want a stand in, a marker, a symbol, something that's going to change
00:49 on every page. So that special character can be found up
00:53 here in the Type menu. Scroll down to Insert Special Character,
00:57 and then look inside the Markers submenu. There it is, current page number.
01:03 Now here on this page, it says A. That's because we're on master page A,
01:07 but don't worry, it'll change on the document pages automatically.
01:12 Now I'm going to apply some formatting to this by going to my Paragraph Styles
01:15 panel, and I'll scroll down until I see my page number paragraph style and I'll
01:20 click on it. That looks pretty good, centered in there.
01:23 Let's make it a little bit prettier. I'm going to zoom in to 200% by pressing
01:27 Cmd+2 or Ctrl+2 on Windows. We can see it better that way.
01:31 Then I'm going to type a space and I'm going to put an em dash there.
01:34 And you can get that from the Type menu, too.
01:37 Type menu > Insert Special Character, and this one's going to be inside Hyphens and Dashes.
01:43 Em dash. That's handy if you don't know how to
01:45 type an em dash yourself. Then I'll put an em dash on the left
01:48 side, as well. Just simply by copying that and then
01:51 pasting it over here. And I'll follow it by another space.
01:54 There we go. That looks pretty good.
01:56 Now I'm going to zoom out to fit the whole spread in the window, by pressing
01:59 Cmd+Option+0, or Ctrl+Alt+0. And I'm going to duplicate that page
02:03 number onto the right side. So I'll switch to the black arrow
02:07 Selection tool. And then I'm going to hold down
02:09 Option+Shift, or Alt+Shift, and drag that object over to the right side until it
02:15 snaps into place. That duplicates it, and places it in
02:19 exact alignment with the original. There we go.
02:22 I have fancy-looking numbers on both the left and right pages of the document.
02:26 So let's see if it's working. I'll go back to my Pages panel and I'm
02:30 going to double-click on pages 12 and 13 to jump to those pages.
02:34 And we can see the page numbers at the bottom here.
02:37 Let's go ahead and zoom in here on 13. With the Cmd+space bar or Ctrl+space bar+drag.
02:43 Here it says 13. On page 12 it said 12.
02:46 On the next page, it's going to say 14 and so on!
02:48 And the great thing about these automatic page numbers is that if you later add
02:52 pages or remove pages, they all automatically update.
02:56 So you never have to worry about it again, which is awesome.
03:00
Collapse this transcript
Changing page numbering with sections
00:00 This InDesign document from the Exercise file is called 4C, Art History, and it
00:05 has 241 pages in it. I can tell that by opening the Pages
00:09 panel and looking at the lower left corner.
00:11 And right there, it says 241 pages in 121 spreads.
00:16 Now, this document is a book, and it has various sections in it.
00:20 For example, the opening section is all front matter, then there's an
00:24 introduction, and then there's my chapters.
00:26 Now, my introduction should have page numbers, but they should be roman
00:30 numerals, different from the rest of the book.
00:33 Can I do that? Absolutely.
00:34 I can break my document up into sections and change the page numbering of those
00:38 sections by using the numbering and section options dialog box.
00:42 To do that, I first need to choose what page I want to affect.
00:46 In this case, it's page 9. So, I'll double-click on that page to
00:49 jump to it and select it in the Page panel.
00:51 Then, I'll go to the Pages panel menu and I'll choose Numbering and Section options.
00:57 This dialog box lets you change the page numbers for the selected page.
01:01 Right now, it's set to automatic page numbering.
01:04 That means continue the page numbering from whatever the previous section was.
01:08 But here, in this case, we want to restart this at page 1.
01:12 And we want that page one to be in roman numerals.
01:15 To do that, I go down here to the Style Popup menu and choose lower case roman numerals.
01:21 When I click OK, you won't see the page number down here, because we don't have a
01:25 page number. But if I double-click on the next spread,
01:28 we can see them. There's page 2, ii, and there's page 3,
01:32 iii, and so on. Now sections go and go and go until you
01:36 tell them to stop. And in this case, I'm going to scroll
01:38 down on the Pages panel until I see the next chapter.
01:42 I'm just looking at these little thumbnail previews and I can see that
01:45 here is the beginning of the next chapter.
01:48 I'll double-click on it, and you can see that this is Chapter 1.
01:51 I want that chapter to start with an Arabic page one.
01:55 So, now that it's selected, I can go back to the Pages panel menu and choose
01:59 Numbering and Section options. I'll start this page truly at page 1, and
02:04 I'm going to use Arabic numerals. When I click OK, InDesign tells me that
02:08 something is wrong. Now, here's the problem.
02:11 When you number a page, you're actually naming it.
02:15 I'm giving this page the name, page 1, and this document already has a page
02:20 named page 1, which is the first page in the document.
02:23 Now, I'm going to fix this in just a moment.
02:25 But for right now, I'm just going to say fine, okay, don't panic.
02:29 I'll click OK, and we can see that this starts on page 1 now.
02:34 I'll double-click on the next spread, and you'll see that it goes two, and three,
02:38 and so on. Okay, now let's fix that problem.
02:41 I'm going to scroll back to the top of the document here in the Pages panel.
02:45 I'll double-click on one. And we can see that this is page 1, 2, 3,
02:50 and so on. And here in the Pages panel, you'll see
02:52 this little triangle above page 1. Every time you create a new section, you
02:58 get one of those little triangles above the page, here in the Pages panel.
03:01 And, of course, you always get a new section at the beginning of a document.
03:05 So, you always have a triangle there. Now here's a little shortcut.
03:08 If you double-click on that triangle, up comes the numbering and section dialog box.
03:14 I need to change the numbering, or the name of this section.
03:17 So, I'm going to change that by going over here and changing the style to ABCD.
03:22 It actually doesn't matter what I choose here, as long as it's not something
03:26 that's used elsewhere in the document. And actually, in this case, these pages
03:30 don't even show page numbers, so it really doesn't matter what I pick.
03:34 Alright, I'll click OK, and you can see that updates here in the Pages panel.
03:39 Everything is good to go, but you might encounter one more problem with page numbering.
03:43 Let me show you. I'll go to the Layout menu and click Go
03:47 to Page or press Cmd+J or Ctrl+J on Windows.
03:51 And lets's say I want to jump to the first page of the document.
03:54 Ignore the fact that I'm already on the first page of the document.
03:56 Let's say I want to go to the first page of the document, so I press one, right?
04:00 And I'll click OK. Did I go to the first page of the document?
04:04 No. I went all the way to the middle of my
04:06 document to Chapter 1. That's because this page is named page 1.
04:11 So, in order to tell InDesign to jump to the first page of my document, I don't
04:16 say page 1. I type something slightly different.
04:19 So, go back to Layout > Go to Page, and I'm going to say plus one.
04:24 Now this plus sign has nothing to do with addition.
04:27 We're not doing math here. It just means the first page of the
04:30 document, like the absolute page one. Plus two would mean the second page and
04:35 so on. You get the idea.
04:37 Now, when I press Enter or Return, it jumps to the first page.
04:41 That little plus symbol turns out to be really useful whenever you break your
04:44 document up into sections and change your page numbering.
04:47 Now that you have your master pages and your page numbering all set up, it's time
04:51 to look at what else you need to do to your document.
04:53 Like formatting all your text and graphics.
04:56
Collapse this transcript
5. Text
Understanding text frames
00:00 There are probably few people who use InDesign for pictures only, but most of
00:04 us need to put text on our pages. Well you cannot have text without a text
00:09 frame, but the good news is that there are lots of ways to makes text frames in InDesign.
00:13 The basic way for making a text frame is to use the Type tool.
00:17 You choose the type tool from the tool panel, and then simply click and drag.
00:21 Notice that as I'm dragging, I get the measurements of that frame in a little
00:26 field to the right of my cursor. That helps me create just the size I want.
00:31 When I let go of the mouse button, the text cursor is flashing inside the text
00:36 frame, ready for me to start typing. Now there are several other tools for
00:39 making frames as well. Down the Tool panel a little bit, you'll
00:43 see several other tools. For example, the rectangle frame tool.
00:46 And if I click and hold for a moment, I'll see underneath that tool there's a
00:50 Rectangle Frame tool, the Ellipse Frame tool, and the Polygon Frame tool.
00:54 These technically make graphic frames. That is, if I choose this rectangle frame
00:59 tool, and click and drag out an area, I see a big x in it.
01:02 And that means it's supposed to have a graphic inside of it.
01:06 But you know what, InDesign doesn't care. You can easily change one kind of frame
01:10 into another, simply by grabbing the Type tool and then clicking on top of it.
01:15 Now notice what happens to the cursor as I move on top of the frame.
01:19 Out here where there's no frame at all, I get a kind of cursor that says, well I
01:23 could make you a frame if you want. But as soon as I move the cursor on top
01:27 of this frame that's empty, I get a different cursor.
01:30 It's kind of a dotted line, kind of a circle or almost parentheses around it.
01:35 And that dotted line indicates that when I right click it's going to turn this
01:39 frame, this empty frame into a text frame.
01:42 So it's always a good idea to watch that little cursor because it's going to tell
01:46 you what's going to happen next. When I click it changes into a text frame
01:49 and then again, I can start typing. Now there's also a set of tools down here
01:54 that are technically unassigned frames. Once again a rectangle, ellipse and a polygon.
02:01 These are shapes, they're not really designed to have text or graphics inside
02:04 them, but once again, if I make one, perhaps with this ellipse tool, drag it
02:09 out I can turn that into a text frame by switching back to the type tool and
02:14 clicking inside of it. Now I'm typing inside of an oval.
02:18 Of course some people don't like it when their graphic frames and their unassigned
02:22 frames get turned into text frames so easily.
02:24 So the good news is that Adobe has given us a preference, so that you can turn
02:28 that off if you don't like it. What you do is go to the InDesign menu on
02:32 the Mac, or the Edit menu on Windows, and you choose the Preferences sub-menu, then
02:37 choose Type. That takes you right to the Type pane of
02:40 the Preferences dialog box. The Type pane of the Preferences dialog
02:44 box has a check box called Type tool converts frames to text frames.
02:49 If you turn that off then your graphic frames and your unassigned frames will no
02:53 longer change into text frames accidentally.
02:56 However I happen to like that feature, I like that it turned into text frames so
02:59 I'm going to leave it turned on. It's completely up to you.
03:03 I'll click okay and then I'm going to clean up my paste board a little bit here
03:06 by switching back to my selection tool, dragging over all of these frames that I
03:10 just made, and then pressing the Delete key.
03:13 Now there's one more way that you can make a text frame in InDesign, and that
03:17 is to import a text story like a Word file or an RTF file.
03:21 To do that, I'm going to go to the File menu and choose Place.
03:27 I'm going to go into much more detail about placing stories later on in this
03:31 chapter, but for right now, all I'm going to do is select this Word document, and
03:36 then click Open. You'll see that it loads a Place cursor,
03:40 with the story attached to it. Now at this point I have two options.
03:44 I could just click and InDesign will make a frame for me and load the story into
03:49 it., or, let me undo that, press command z or control z on Windows, now reloads
03:54 the place cursor and this time I'm going to drag out of frame.
03:57 And when I do that I can control exactly how large the text frame should be.
04:02 As soon as I let go of the mouse button, InDesign places a story into that frame.
04:06 Now that you know how to get a text frame, let's take the next step, editing
04:10 the text inside that frame.
04:12
Collapse this transcript
Selecting and editing text
00:00 I know people who have put away Microsoft Word and they use InDesign as their word processor.
00:05 Really. That does seem a bit extreme to me.
00:08 I mean, if you need an alternate word processor that works well with InDesign,
00:12 you should probably be using Adobe's InCopy software.
00:15 But that said, InDesign does let you type and edit text pretty efficiently.
00:19 Let me show you how. I want to select some text over here on
00:23 the right page, so I'm going to zoom in with my Cmd+space bar or a Ctrl+space bar trick.
00:28 Just in on that text, there we go. And I'd like to place my text cursor
00:32 inside this story. But instead of going all the way over to
00:36 the Tool panel to select my Type tool, I'm going to use a shortcut.
00:40 And this is a shortcut that you're going to be using over and over again, so it's
00:43 a good one to learn. It's really easy, just double-click.
00:47 That's all you need to do. If you double-click with the Selection
00:50 tool, it automatically switches to the Type tool and it places the cursor
00:54 exactly where you double-clicked. So, for example, if I double-click here
00:59 before this letter b, it switches to the Type tool and places the cursor right
01:03 there before the letter b. It's really easy.
01:06 So helpful to be able to do that quickly. Now, since I'm talking about shortcuts, I
01:11 do want to mention that you can go back to the Selection tool easily, as well.
01:15 All you have to do is press the Esc key on the keyboard.
01:18 When you press Esc, it goes back and selects the text frame with a Selection tool.
01:22 The tool actually changes up in the Tool panel, as well.
01:25 So, double-click to switch to the Type tool and Esc to go back.
01:30 Now, I just double-clicked again. So, I'm inside the text frame and the
01:33 cursor is flashing and everyone knows that you can click and drag over some
01:37 text to select it. And you probably know that you can
01:40 double-click on a word to select just that one word.
01:42 But in InDesign, you also have triple-clicks a quadruple-clicks.
01:47 A triple-click selects the entire line, not a sentence, but that one line from
01:52 the left margin to the right. A quadruple-click selects the entire paragraph.
01:57 You have to be a little bit coordinated to do that.
01:59 You go one, two, three, four. There we go, the whole paragraph.
02:04 There are also some keyboard shortcuts that you should try and memorize when
02:06 working with text. First, Cmd+A or Ctrl+A on Windows,
02:10 selects all the text in your story. There we go.
02:14 All the text is selected. The opposite is Cmd+Shift+A or Ctrl+Shift+A.
02:19 That deselects everything. It even deselects the frame.
02:23 Here's a couple of others. I'll click back into the middle of the
02:26 text here. And then, the Home button on my keyboard
02:29 goes to the beginning of the line, and the End button jumps to the end of the line.
02:35 But what I use most often is adding the Cmd or the Ctrl key.
02:38 So, Cmd+Home, or Ctrl+Home on Windows, jumps to the beginning of the story, not
02:44 just the line or the paragraph, but the whole story.
02:47 You can see that InDesign even moved my Page view to show me where the cursor is,
02:51 up here. The opposite of course is Cmd or
02:54 Ctrl+End, which takes me to the end of the story, all the way down here.
02:58 Editing text right on the document page is acceptable, but it's not always very efficient.
03:03 Later on in this chapter, we're going to learn about the story editor feature,
03:06 which often makes editing text much simpler and it stills takes advantage of
03:10 all these shortcuts.
03:12
Collapse this transcript
Inserting special characters
00:00 Quick, tell me what the keyboard shortcut is to type the registered trademark symbol.
00:04 Or how about an Em Dash? If you don't use these characters very
00:07 often, there's no reason to clutter your head with trying to remember the shortcuts.
00:11 InDesign has a couple of features that make inserting special characters a breeze.
00:16 I'm going to select this text frame on my page and zoom into 400% by pressing Cmd+4
00:22 on the Mac or Ctrl+4 on Windows. Now, I'll double-click after the word
00:26 Gallery here to switch to the Type tool and place a cursor there.
00:28 I'd like to add a certain special character.
00:32 And to find it, I'm going to go to the Type menu, and I'm going to look almost
00:36 all of the way down near the bottom at this menu called Insert Special Character.
00:41 Inside this Symbol submenu, we'll find many of the characters that people often
00:45 need such as bullets, copyrights, ellipsis, the paragraph symbol.
00:50 That's a little pilcrow symbol that's kind of mysterious.
00:53 And then finally, here's the one we're looking for, the registered trademark symbol.
00:57 As soon as I click that, InDesign types the character for me.
01:02 There are lot's of other special characters hiding in there, too.
01:04 So, for example, let's say I don't know how to type this En Dash.
01:08 You want to use an En Dash instead of a normal dash or a hyphen when you're
01:11 talking about a range of numbers or dates.
01:14 So, let's say I delete that. I just press the Delete key.
01:17 How would I get a new one? No problem, go back to the Type menu.
01:21 Go back to Insert Special Characters. And then instead of a Symbol, I'm going
01:25 to choose Hyphens and Dashes. There it is, there's the En Dash.
01:29 Click it and it places it. Now, perhaps I don't like the amount of
01:33 space there is between that six and the En Dash.
01:37 I can place my cursor between them, simply by clicking there.
01:40 And I can add a little bit of space with a special wide space character.
01:45 Down here, near the bottom of the Type menu, I'm going to choose Insert Right Space.
01:49 And inside this submenu, you'll find all kinds of special spaces.
01:53 For example, the very large Em Space, it's always wide, it's always the size of
01:58 your text, in fact. So, in 12 point test, it's 12 points wide.
02:02 Or you could choose the sort of medium sized En Space which is half an Em, but
02:07 we want a really tiny little space, so I'm going to choose the Hair Space.
02:12 When I choose that, InDesign actually places a special width Hair Space between
02:17 those two characters. Now, there are all kinds of other ways to
02:20 add and remove spaces between characters, such as kerning.
02:23 And I'm going to be talking about that in a later chapter.
02:25 But it's great to know that InDesign has these special characters to use if you
02:29 want to use them. Of course, many of the font's you are
02:32 using have special characters built into them, ornaments and math symbols, and all
02:37 kinds of stuff. But you may not know how to type them.
02:40 Fortunately, InDesign has a special feature called the Glyphs panel and you
02:44 can find that under the Window menu or even easier under the Type menu.
02:48 Just choose Glyphs. The Glyphs panel shows me every character
02:53 that's inside my current font, wherever the cursor is.
02:56 It's really quite incredible, you can just scroll through this list and find
03:00 all kinds of things. In fact, I'm going to make this panel a
03:03 little bit bigger, so we can see it better.
03:04 And then, I'll click this Zoom button to make the characters even larger, too.
03:10 You can scroll through this list and see every different character inside of a
03:13 font, and some of these things I would have no idea how to type.
03:17 I don't even know what some of these characters are.
03:19 Now, for this document, I'd like to place a special ornament.
03:22 Kind of a symbol before the P in this word Pittinger.
03:25 So, I'm going to click once before the letter P.
03:27 And now, I'm going to change the font inside the Glyphs panel.
03:31 Down here in the lower left corner, I can select this font just by clicking it.
03:36 And then, I'm going to change to Wingdings.
03:38 I'll just type win and InDesign guesses that I want the font Wingdings.
03:43 Now I'll hit Return or Enter, and you can see all the different characters inside
03:48 the Wingdings font. I can scroll through here until I find
03:52 just the character I want. This one looks nice, so I'll double-click
03:56 on it, and InDesign insert's that character, where the cursor is.
04:01 And notice that InDesign also placed that character up here in the recently used area.
04:06 And that's kind of cool because I might want to use that same character over and
04:10 over again. For example, maybe I want to put that
04:12 same glyph before the E in exhibit. So, all I have to do is click once before
04:17 the E, and you'll notice the Glyphs panel has changed to reflect the cursor In this case.
04:23 That E is set to Myriad Pro Bold, so the Glyphs panel reflects that.
04:27 But, it still keeps my recently used glyph up here.
04:31 So, all I have to do is double-click on it and InDesign automatically adds it.
04:35 Now, Wingdings and special fonts like this, and many of the Pro fonts from
04:39 Adobe, have a lot of special characters in there.
04:42 So, check them out. Take a little time to go through and just
04:45 scroll through the Glyphs panel. See what kind of treasures are hiding in there.
04:49
Collapse this transcript
Importing text
00:00 Okay, let's say you have a text file such as this Word document.
00:04 Actually, I'm viewing it in the Apple Pages app, but it actually is a Word file.
00:07 Anyway, you need to get it into InDesign. Now the easiest method is just to select
00:12 some text and copy and paste it. And while this often works just fine,
00:16 especially for small amounts of simple, un-formatted text, I really don't
00:20 recommend it for anything more than a paragraph or two.
00:23 And I certainly wouldn't use copy and paste for any text that was formatted or
00:28 included foreign language or special characters.
00:30 I've just seen too many problems over the years with text showing up totally wrong
00:35 after pasting it. Instead, I strongly recommend that you
00:38 use the place command in InDesign. It's far more reliable.
00:41 Let me show you. I'm going to switch back to InDesign and
00:44 then I'll go to the File menu and choose Place.
00:47 Or I could press Cmd+D on Mac or Ctrl+D on Windows.
00:52 Now I'm going to select that text file. Like I said this is simply a Word
00:55 document but it could be a text or an RTF file, and then I'll click Open.
01:00 Because I did not have any frame selected on my page, InDesign loads the place
01:05 cursor with that story. If I had an empty frame selected, the
01:08 story would've gone right into it. But here to place a story inside my
01:13 InDesign document, I'm going to move my cursor up to the left corner until I see
01:17 a subtle but important change. That black arrow turned to a white arrow.
01:22 You may have to squint to see it but it's there.
01:25 That white cursor means that when I click it's going to snap to the margin guides.
01:29 So I'm going to get as close as I can to those guides, but I don't need to worry
01:33 too much about it. Now I'll click and it'll make a text
01:37 frame and flow the text into it. Now notice that this document had no text
01:41 frame on the page. There's also no frame on the master page.
01:44 It's just a blank document. Also, if I open the pages panel you'll
01:48 see that there's only one page in this document.
01:52 However, I happen to know that this is a much longer story, this should have
01:55 filled multiple pages. I really wish I could get the entire
01:59 document into InDesign. Fortunately, you can.
02:02 So, let me show you how. I'll undo this with a Cmd+Z or Ctrl+Z on
02:05 Windows and that reloads the place cursor for me.
02:09 And now I'm going to place this text file again, but with a modifier key.
02:12 I'm going to hold down the Shift key and when you press the Shift key the cursor
02:17 changes a little bit. You get this kind of sneaky S shape in
02:21 there and that indicates that when I click it's going to flow all the text.
02:26 So once again I'll move that cursor to the upper left corner and I still have
02:30 the Shift key held down. And now I'll click.
02:32 This time, InDesign not only imports just that one page, but the whole text story
02:38 and it created a bunch of pages for me. And on each of those pages, it created a
02:43 new text frame and then it threaded the text from one page to the next automatically.
02:48 So that Shift key modifier is really important when you're importing a long story.
02:53 Now, there's one more thing that I want to point out, here.
02:55 Look at the formatting in here. It looks much nicer than it did in my
02:59 word processing program, right? Let me go back to pages and show you.
03:02 There we go. Here, it's all in Arial.
03:05 Kind of clunky, and probably easy to edit, but it's not very pretty.
03:09 But here in Design, it looks different. How did that happen?
03:13 Well, I'm going to be talking about paragraph styles and character styles in
03:17 a later chapter. But, I do want to point out right now
03:20 that if the styles are named exactly the same between Word and InDesign, then
03:25 InDesign will throw away the original boring formatting, and it'll use the
03:29 formatting that's defined in the InDesign document instead.
03:32 In this case, if I look at the Paragraph Styles panel over here, I can see that I
03:37 have a lot of styles in here. And they're named exactly the same as
03:40 they were in Word. Now this workflow is typically what you want.
03:44 So it's really helpful to make sure that you have the same names in your Word or
03:48 Pages document and your InDesign documents.
03:51 Now a moment ago, I mentioned something about threading.
03:54 The fact that this story threads from this page down to these other pages.
04:00 Well what's that about? How can you manually thread stories from
04:03 one text frame to another? Well that's what I'm going to cover in
04:06 the next movie.
04:07
Collapse this transcript
Threading text frames
00:00 It's time to talk about threading text frames together.
00:03 Now, I've opened up this Roux article file from the exercise folder and I'm
00:07 going to just to the next spread by clicking the Next Spread button in the
00:11 lower left corner of the document window. That's this little triangle down here.
00:16 Next I'll use the command spacebar or control spacebar trick to zoom in to the
00:20 top of this page on the left. I see here that I have two frames, one
00:25 full and one empty. This full one here on the left, down here
00:30 in the lower right corner, I can see a symbol, a little plus sign and that plus
00:35 sign is an indicator that this text frame is over set, there's more text in this
00:40 story than can fit into this frame. Now we could make the text frame bigger
00:44 of course but in this case we want the text to flow from this frame into the
00:50 empty frame. This is called threading.
00:52 You thread from one text fame to another. Now you'd think you would use the type
00:57 tool to accomplish this, after all, you're dealing with text, but in fact it
01:00 won't work with a type tool. Just a strange quirk of Indesign.
01:04 You have to use the selection tool. When you have the textframe selected with
01:08 the Selection Tool, you'll notice in the upper left corner, a little box.
01:12 It's very similar to the one in the lower right corner.
01:15 I'm not talking about the corner handle, I'm talking about the one right next to it.
01:19 And those little squares are called the ports.
01:22 There's an inport and an outport. All text flows into the inport on the
01:27 left, and out from the outport on the right.
01:30 So to get text out of this text frame I'm going to click on the outport with my
01:35 selection tool. Now notice that when I do that it loads
01:39 the place cursor. And this place cursor let's me thread
01:41 from one frame into another. Or it'll even let me create a new text frame.
01:46 Now notice how the cursor changes depending where I place it.
01:49 Out here at the top of the page where there's no frames at all, the cursor has
01:53 a sharp edge like a corner. That indicates that it's going to thread
01:57 into a new frame, all I have to do is click, or click and drag.
02:00 It'll make a frame and thread the text into it.
02:03 But, if I move the cursor down just a little bit.
02:07 I get a completely different cursor. This means it's going to thread from that
02:11 frame into this empty frame here. That's what I want.
02:14 So I'm going to simply click and you'll see the thread happen.
02:18 Now this text story is threading from the left frame into the right one but it's
02:22 kind of hard to tell that. There's no visual indicator so here's
02:25 what I'm going to do. I'll go to the View menu, go all the way
02:28 down to Extras and then choose Show Text Threads.
02:34 When I do that I get this little colored line that goes from one port to the next.
02:38 In fact, if I move this text frame down you'll be able to see that a lot better.
02:42 Okay. So we threaded these two frames together.
02:44 But what if it was a mistake? What if we didn't really want to have
02:47 them threaded and we want to break it? How can we do that?
02:50 It's really easy. All you have to do is double click on one
02:54 of the ports. Doesn't matter which, the inport or the outport.
02:58 In this case, I'll just double click on this inport in the upper left corner.
03:02 When I do that, it breaks the link again. And you can see that this text frame on
03:06 the left is now over set, once more. By the way, I should point out that some
03:10 people call this linking text frames. Which kind of makes sense, because the
03:14 cursor looks like a chain link. But linking actually means something
03:18 different in InDesign. Linking means maintaining a link to files
03:21 on your hard drive so that if they change InDesign changes too and I'll talk about
03:26 that in much more detail in a later chapter.
03:29 So remember whenever you're talking about text flowing from one frame to another
03:33 always call it threading
03:34
Collapse this transcript
Setting text frame columns
00:00 You already know that you can change the number of columns on a page, but the
00:04 columns that we've seen so far are just guides.
00:07 There's another feature in InDesign that actually forces text frames to break into
00:11 multiple columns. Let me show you how to do it.
00:14 I've opened the roux article files from the exercise files folder, and I'm going
00:18 to jump to the next spread by pressing Option+page down or Alt+page down.
00:23 Now I'll zoom into the top part of this page with the Cmd+space bar+drag or
00:28 Ctrl+space bar+drag on Windows. I can see that I have a text frame here
00:32 with a single column. I have another one over here, and I'm
00:35 going to delete that for this lesson. The key to making this frame here a
00:40 multiple column text frame, is the Text Frame Options dialog box.
00:44 And I can get to that by going to the Object menu and choosing Text Frame Options.
00:49 Let's move this out of the way a little bit, so that I can see my text frame.
00:53 And I want to focus on this first section at the top, called columns.
00:57 Right now we have only one column, but if I increase this to two or more, we can
01:01 see that the text frame actually splits into columns.
01:04 Or we could, as soon as we turn on the Preview check box.
01:07 There we go. The amount of space in between each of
01:10 these columns is called the gutter, and you can control that with this field.
01:15 The third option here is Width. Now, InDesign calculates that
01:19 automatically and it tells me that this is 126 points wide from one edge of the
01:24 column to the other. If my document were in centimeters or
01:27 inches, it would show me in centimeters and inches, of course.
01:30 Now sometimes, when I'm working on a document, the design calls for a very
01:34 specific column width. For example, maybe 12 picas.
01:37 I can come up here and replace this width with the amount that I want the column to be.
01:42 I'll type 12p, and then I click OK, because I want to show you a problem.
01:48 I've specified a very specific width for my column, and when I did that, I got
01:52 what I wanted. InDesign changed the width of my text
01:55 frame for me to give me exactly what I asked for.
01:57 But if I come over here to the right side handle and accidentally stretch this
02:02 frame out? Well, InDesign throws my requested width
02:06 out the window. I still have two columns, but they're the
02:09 wrong width now. Fortunately, InDesign has two features
02:13 that will help with this. I'm going to go back to the Text Frame
02:15 Options dialog box, but this time I'm going to use a shortcut.
02:19 I could press Cmd+B or Ctrl+B on Windows, but I'm going to use my favorite
02:24 shortcut, simply Option+double-click or Alt+double-click on Windows.
02:29 When I do that, up comes the Text Frame Options dialog box.
02:32 And this time, I'm going to change the columns popup menu right here at the top
02:36 of the dialog box, from fixed number to fixed width.
02:39 Whenever your design calls for a specific width, you probably want to change this
02:43 to Fixed Width. Now I'm going to go back and change the
02:46 width again to 12 picas. I'll press Tab to make InDesign apply the
02:52 change without closing the dialog box. And you'll see that now the fixed width
02:56 size is 144 points. Which is of course, 12 picas.
03:00 Now I'll press Return or Enter to close the dialog box, and we can see something
03:04 different happen when I try and stretch this out.
03:06 I'll drag that side handle inward, and nothing happens.
03:12 I'm dragging, but it's not changing. It won't let me make this frame any
03:16 narrower, but now something else happens if I drag it to the right.
03:21 If I drag any farther to the right, it forces there be a third column, and that
03:26 column is always exactly the right width. I'll make it smaller again, I'll drag all
03:30 the way over into the second column and it snaps down to two columns.
03:34 Make it wider, and I get three columns again.
03:37 So if you have very precise, very specific design requirements, that's
03:41 probably what you want. On the other hand, some designs are a
03:43 little bit more flexible on how a wide column could be, so I'll
03:47 Option+double-click or Alt+double-click again.
03:50 And this time, I'm going to go to the Columns pop up menu and choose Flexible Width.
03:55 Flexible Width activates a new field here called Maximum.
03:59 And now we have a width and a maximum width.
04:02 So this lets me say, I want nominally the column to be 12 picas, but I'm willing to
04:07 let it go as high as say, 15 picas. Change that maximum to 15p.
04:12 I'll click OK, and I now have a slightly different behavior.
04:16 I can make this a little bit smaller, if I want.
04:18 Maybe a little bit smaller. But at some point, when I make it small
04:22 enough, it goes down to two columns. I'll make it wider now, and it goes to
04:26 three columns. I can make it wider.
04:28 In fact, I'll make it really wide, and you can see that I get four columns.
04:33 This fourth column is a little truncated here, because I'm getting text wrap from
04:37 that image. I'll talk about text wrap in a later chapter.
04:40 But you get the idea. We actually have a little bit of
04:42 flexibility in how many columns and how wide those columns could be.
04:47 As you can see, InDesign really tries to help you strike the right balance between
04:51 creativity, flexibility, and a tightly controlled design.
04:55
Collapse this transcript
Setting text inset and vertical justification
00:00 If you've ever framed a photograph, you know that it's all about managing where
00:04 the image sits inside the frame, how far from the edge, and so on.
00:08 Well, text is the same way. And you can control where InDesign
00:11 positions text inside of a frame using the Text Frame options dialog box.
00:16 Let me show you. I'm going to select this Text Frame
00:19 inside my Rue Flyer file from my exercise files folder, and I'm going to Zoom In on
00:23 it by pressing Cmd+ or Ctrl+ a few times. We can see that this text is actually
00:29 pressed right up against the edge of the frame, which is really ugly.
00:32 So, we'd like to move it away from the edge of the frame, just a little bit.
00:36 To do that, I'm going to open up the Text Frame options dialog box, by going to the
00:40 Object menu, and choosing Text Frame options, or you can press Cmd+B or Ctrl+B
00:45 on Windows. The inset spacing section in the middle
00:48 of this dialog box lets us control how much space there should be.
00:52 It's sort of like padding or margins between the edge of the frame and the text.
00:56 If you want to have different amounts of spacing on each of the four sides of this
01:00 frame, then click this button to unlink the fields.
01:03 But in this case we actually want to have the same amount of space on all four
01:06 sides, so I'll leave it turned on. I'm going to change this top inset
01:10 spacing to nine points, 9pt. And now when I hit Return or Enter, it'll
01:16 close the dialog box and I'll see the text is inset on all four sides of the frame.
01:21 InDesign even shows you a faint blue line to indicate where that text inset is.
01:27 Unfortunately, the amount of space inside this Text Frame was too small to fit all
01:31 this text, so it became over-set. I'm going to double-click inside this
01:35 frame to switch to the Type tool and I'm simply going to select some of this text
01:39 and delete it. That way I can see the rest of it.
01:42 Wouldn't it be great if all edits were as simple as that?
01:44 If you could go just go in and delete the text.
01:46 Well, anyway, in this case now we have too little text.
01:50 It doesn't fill the whole frame. We have a bunch of space at the bottom of
01:54 the Text Frame. So what are we going to do about that?
01:57 Well, I'm going to open a Text Frame options dialogue box again.
01:59 By pressing Cmd+B or Ctrl+B in Windows. Let's move this off to the side a little bit.
02:05 And now I want to pay attention to another section in this dialogue box
02:07 called Vertical Justification. The Vertical Justification setting lets
02:12 us say where the text should be. Right now it's aligned to the top.
02:16 So the top of this text is aligned with the inset at the top of the frame but if
02:21 I change this to bottom then you can see that the bottom of the text snaps to the
02:25 bottom inset and all the extra space goes to the top.
02:29 We could also change this to center. In that case, the text is all centered
02:34 within the frame and the space is distributed at the top and the bottom and
02:38 the fourth option is Justify. With Justify, the top line is pinned to
02:43 the top of the frame. The bottom line is pinned to the bottom
02:46 of the frame and InDesign distributes the space between each of the lines in the story.
02:51 Now, sometimes it can add too much space between lines within a single paragraph.
02:56 Like up here, too much space, so you can tell InDesign to only add space between
03:01 paragraphs instead of individual lines. To do that, change this paragraph spacing limit.
03:07 I'm going to bump this up to something large, like two inches.
03:11 As soon as I hit tab, it'll convert that to picas, because that's what this
03:15 document is set to. But the point is, that InDesign is now
03:18 adding up to two inches or twelve picas in between paragraphs.
03:23 It will not add space in between lines within a single paragraph.
03:27 I'll click OK and now I'm going to use the Vertical Alignment feature and one
03:31 other frame in this document. This one over here that's sitting on its side.
03:35 I click that frame with either the Type tool or the Selection tool, doesn't matter.
03:39 And then I'll press Cmd+B or Ctrl+B to open up the Text Frame options dialogue
03:44 box for this frame. I'm going to change the Vertical
03:47 Justification here to center. I'll click OK, and you can see that now
03:51 the text is centered inside that frame. Of course, as soon as you have your text
03:56 just set right inside of the frame, your client or boss is probably going to come
03:59 in and tell you to edit it right? Well, wouldn't it be cool if the Text
04:04 Frame could actually get bigger or smaller as you change the amount of text
04:08 inside of it. Well, that's what we're going to see next.
04:10
Collapse this transcript
Allowing text frames to grow and shrink
00:00 Text Frames never seem to be exactly the size you want them to be.
00:03 Especially when you need to add text at the last minute.
00:06 Fortunately InDesign offers some great and easy ways to control the size of text
00:11 frames quickly, even automatically. In this roof layer document from the
00:15 Exercise Files folder I can see that this text frame, the one with the word Art in
00:20 it, is slightly too large. Now it doesn't technically matter that
00:23 it's too large. But maybe I'm trying to clean my document up.
00:26 And I make this a little bit smaller. Unfortunately, when I do that, the text
00:31 becomes over set. I just made it too small.
00:33 So how big should this text frame be? I'll go ahead and make this larger, again.
00:38 And I'm going to use a feature that will fit the frame exactly to the size of the text.
00:43 While this text frame is selected, I'll go to the Object menu and I'll choose
00:46 from the Fitting sub-menu. I'm going to choose Fit Frame to Content.
00:51 You'll see there's even a keyboard shortcut there that you could use.
00:53 Cmd+Option+C on Mac, or Ctrl+Alt+C on Windows.
00:57 But honestly, I rarely use the menu item or the keyboard shortcut.
01:01 Instead, I use a really cool different shortcut, let me click out here and I'll
01:06 show you. I'm going to double-click on a side
01:08 handle or a corner handle of this frame. That's all you need to do.
01:12 Whenever you double-click on a corner handle or a side handle, it automatically
01:17 fits the frame exactly to the size of the text.
01:20 Let's see this in action in a different way.
01:22 I'm going to select this text frame in the upper right corner of the page.
01:25 And I'm going to Option double-click, or Alt double-click on Windows to open the
01:29 text frame options dialog box. And I'm going to change the inset spacing
01:32 of this to, say, nine points. Click OK and you can see that now we have
01:38 inset spacing. But we also have an over-set frame.
01:41 That's okay, I'll make it a little bit larger by dragging this side handle down.
01:46 Well now I have too much space at the bottom of the frame.
01:48 So how do I make sure that I have the same amount of space at the top and the bottom?
01:52 Easy, just double-click on that side handle at the bottom.
01:56 Do that and it snaps right up, so there's exactly the right about of space to fit
02:00 the text in, not too much, not too little and now I'm sure that I have the same
02:04 amount of space at the top and bottom of the frame.
02:07 Of course the problem is, is when I have to go in there and edit the text.
02:10 If I had to edit the text, I'd have to go and change the size again, and then I'd
02:15 edit the text some more, and have to change the size again and so on.
02:18 It's really tedious. What I really want is for the text frame
02:21 to grow or shrink accordingly, so that it always fits the text inside of it.
02:26 Fortunately, InDesign can do that. It's a feature hiding inside the Text
02:31 Frame Options dialog box. So, I'm going to select that from the
02:34 Object menu. Text Frame Options, and now I'm going to
02:37 choose the Auto-Size tab up here at the top of the Text Frame Options dialog box.
02:42 Right now auto-sizing is set to off, so I'm going to change it to Height Only.
02:48 That means it'll make the text frame taller or shorter based on how much text
02:52 it has in it. Next, I need to tell InDesign what to
02:55 anchor, what not to move within this text frame.
02:58 Right now it's set to the top, so the top is going to stay where it is, and the
03:02 bottom will move up or down based on how much text I have in the frame.
03:06 I'm going to do just the opposite. I want to anchor the bottom and have the
03:10 top of the text frame resize. I can also choose a minimum height if I
03:14 want to, by turning this checkbox on. And that means, InDesign should never let
03:18 this frame get smaller than a certain height.
03:20 I'm going to say ten picas. I'll click OK, and it doesn't look like
03:25 anything's changed. But, if I double-click inside this frame,
03:27 that changes to the Type tool, and now I can start typing.
03:31 I'll just hit Enter and start typing away here and you'll see that the text frame
03:36 grows automatically. If I select this text and delete it, it
03:40 shrinks again. The text frame will grow and grow until
03:43 it's pushed all the way off the paste board and only then will I get over-set text.
03:48 I'm going to do the same thing to this text frame at the bottom.
03:50 The one that says reinvented. I'll click inside of it.
03:53 Press Cmd+B or Ctrl+B to open the Text Frame Options dialog box.
03:57 Go to Auto-Size and this time I'm going to set auto sizing to Width Only.
04:02 That's because I don't want to change the height in this case, I want to change the
04:05 width and I'm going to say anchor it in the center.
04:09 Keep the center of the text frame where it is and change the left and the right sides.
04:13 I'll click OK and I'll click at the beginning of this word and I'm going to
04:16 put the word Super in here, and you can see that both the left and the right
04:21 sides of this text frame move and all the text fits, it won't over-set.
04:26 Whether you're trying to make your own documents more flexible, or creating an
04:29 InDesign template for someone else to use, making good use of these auto-sized
04:33 frames can be so helpful. It minimizes the chance of over-set text,
04:37 and it maximizes your efficiency.
04:39
Collapse this transcript
Putting text on a path
00:00 I get asked this question all the time. How do I get text on a path, instead of
00:05 inside it. For example, this triangle at the top of
00:07 my roux flyer document, from the exercise folder.
00:10 Let's go ahead and zoom in here. I'll press Cmd + spacebar or Ctrl +
00:13 spacebar in windows, and drag out a marquee.
00:16 I'll select this triangle, and I want to put text on the outside of this triangle,
00:21 not the inside. Now I may be tempted to try using the
00:24 Type Tool, but that won't work. The Type Tool can only give me text
00:29 inside of a frame, not on the outside. Instead, you have to use the Type on a
00:33 Path Tool, but where the heck is that tool?
00:36 Well it's hiding. It's hiding underneath the Type Tool.
00:40 To get it, you have to Click and Hold for just a moment.
00:43 Then you get this Pop-up menu, that lets you choose either the Type Tool or the
00:46 Type on a Path Tool. That's the trick, right there.
00:50 Type on a Path. Now, I'm going to move the cursor over to
00:53 the edge of my path, and when it's in the right place you get this little plus sign.
00:58 That's the indication, that if I click it will put the text on the path.
01:02 There we go. Now I can start typing.
01:05 I'll just type some random text there. And as you can see, I'm typing dark text
01:09 on a dark background, so that's not very compelling.
01:12 Let's go ahead and Delete that. I'll press Cmd + A, to select all of it,
01:16 or Ctrl + A on Windows, and hit Delete. I just happen to have some texts that we
01:20 can put on there. It's out on the pasteboard.
01:23 So I'm going to zoom back to fit in window, with Cmd + 0, or Ctrl + 0, on Windows.
01:28 And I'm going to use Option Spacebar, and drag to use the Grabber Hand, just to go
01:33 down a little bit. There's we go, there's some text at the
01:35 very bottom. I'll click inside this frame, and press
01:38 Cmd + A, or Ctrl A to select it all, and then Cut it to the clipboard.
01:43 Okay, now let's zoom back in on that triangle, and I'm going to put that text
01:47 on the edge of the frame. At this point, because I've already
01:50 converted this triangle into a text on a path object, I don't have to use the Type
01:55 on a Path Tool anymore. I just needed to use the Type on a Path
01:58 Tool, to make it a Type on a Path Object. If I wanted to, I could go back and
02:03 choose the regular Type Tool, doesn't really matter.
02:06 I'll move the cursor over the edge here, and Click, and now I'm back into Editing
02:10 the Type on a Path. So, I'll Paste, Cmd + V, or Ctrl + V on Windows.
02:15 And you can see that the text goes right on the edge of the path.
02:18 Now this blue triangle here, that I can see on screen, won't actually appear in
02:23 my final output. There's not stroke or fill on it.
02:26 I can see that by Deselecting everything. I'll press Cmd + Shift +A, or Ctrl +
02:30 Shift + A on Windows, and that Deselects everything on my page.
02:33 And then I'll press the W key to go into Preview Mode.
02:37 In Preview Mode, I can see that there's no path there.
02:39 You can't see it at all. Just the text on the path.
02:42 Okay. Now, I'm going to come out of Preview
02:44 Mode, by pressing W again, and this looks pretty good but, I want to make a few tweaks.
02:48 For example, I'd like to move the text around, so that it fits on the triangle a
02:52 little bit better. I can change the positioning on the path
02:56 in a couple of ways, but the basic way is by selecting the triangle with the
03:00 Selection Tool. I'll choose the Selection Tool, and then
03:04 click on the Triangle. And when I do that, I can see these two
03:07 lines appear right at the left edge of the text.
03:10 What is that about? Well when you're thinking about text on a
03:13 path, think about it this way. It's kind of like having a text frame
03:17 wrapped around the edge of the path, and these two lines are the left and right
03:21 edges of that frame. And the cool part is, I can move those
03:25 edges simply by Dragging them. For example, I'm going to move my cursor
03:28 over the right edge of the frame, which is the one on the left here, the bottom one.
03:33 And I'm going to Click and Drag that. And when I do, I'm actually changing the
03:38 position of the right edge of the frame, that's wrapped around the triangle.
03:41 Now, that doesn't change anything right away.
03:44 But now, the text will not go any farther than that point.
03:47 Now I'm going to change the left edge, by Dragging this line.
03:50 I'll just Click and Drag, and I'll bring it down just a little bit.
03:54 You can see by changing that, it actually moves the text around.
03:58 So I have a lot of control about where that text is going to start and end on
04:02 that path. These white boxes by the way, those are
04:05 the imports and the outports. So that means I could thread from a frame
04:10 to a text on a path, and from a text on a path to a frame.
04:13 Or even, from a text on a path, to other text on a path.
04:16 They're just like text frames. Now, there's a few other things we can do
04:19 here, with text on a path. And to that, I'm going to go to the Type
04:23 menu, and choose the Type on a Path sub menu.
04:27 Then I'll choose Options. The Type on a Path Options Dialogue Box,
04:31 lets me format that text on a path in all kinds of really funky ways.
04:35 For example, right now the Effect Pop-up menu is set to rainbow.
04:39 That means its going to follow the path as it curves around.
04:42 But if I change this to something else like Skew, I get a really different effect.
04:48 It skews all the text based on the angle of the path.
04:52 That's kind of cool looking. Let me move this out of the way, so I can
04:54 see it better. I like that.
04:56 Let's look at some of the other ones. 3D Ribbon, I don't know, that's kind of lacky.
05:01 Each character gets skewed and rotated. Stair Step, where each character is not
05:07 skewed, but it's simply rotated so that it's always upright.
05:10 And the last one is Gravity. Gravity always rotates and skews around
05:15 the center of the object. In this case, the center of that triangle.
05:19 That is really cool. I'm going to leave it set to that.
05:22 We can also set what part of the text aligns along the path.
05:25 We do that from the Align Pop-up menu. Right now it's set to the baseline of the text.
05:29 But if I set this to Center, you'll see that the center of the text is aligned on
05:33 that path. That's a little too squished up, so I'm
05:36 going to set it back to Baseline. I'll go ahead and click Okay.
05:39 And we can see that looks pretty good. And the last thing you need to know, is
05:43 how to get rid of the text on a path. How to just turn it back into a regular
05:46 object, so that you don't have text on a path anymore.
05:49 To do that, you go back to the Type menu. Choose from the Type on a Path sub-menu,
05:53 and then you'll chose Delete Type From Path.
05:57 Now it's just a regular triangle again. Setting text along a path, is a wonderful
06:02 way to create all kinds of special effects on your page.
06:05 You can even Edit that text later. But Editing along a path can be, well challenging.
06:10 Fortunately in Design Story Editor comes to the rescue.
06:14 And that's what I'm going to talk about in the next movie.
06:16
Collapse this transcript
Using the Story Editor
00:00 It's time for me to talk about one of my favourite features in InDesign.
00:03 It's not a particularly flashy feature, but it's incredibly helpful to anyone who
00:07 needs to write or edit text inside InDesign.
00:09 And that feature is Story Editor. It's like having a little word processor
00:14 built right into InDesign. Here, let me show you.
00:17 I have my Roux article file open from the Exercise Files folder.
00:20 And I'm going to jump down to the second spread by pressing Option+Page Down or
00:24 Alt+Page Down. I want to edit some of the text in here,
00:27 right inside this frame. But instead of zooming in and trying to
00:31 find the text, I'm simply going to select the frame itself.
00:34 Go to the Edit menu, and then choose Edit in Story Editor, or you could press Cmd+Y
00:40 on the Mac or Ctrl+Y in Windows. When I do that, up comes a nice, neutral
00:44 window, just like a text editor. I'm not distracted by colors or drop caps
00:49 or anything like that. It's just a neutral window, and I can
00:52 make this as wide as I want, and the text just reflows.
00:55 I will tell you the one thing that I really dislike about story editor and
00:59 that is the default font that it ships with.
01:01 Who wants to read that font? It's crazy.
01:04 I'd rather use a font that I can read easily on screen.
01:06 Unfortunately, you can change that by going to the Story Editor Display pane
01:10 inside the Preferences Design box. Which you can find on the Mac under the
01:14 InDesign menu, and in Windows. Under the Edit menu, I'll choose Story
01:19 Editor Display and then I'll change the font.
01:21 Right now, it's set to Letter Gothic. I don't like that so I'm going to click
01:25 there and change the font to something that looks good to me.
01:28 Let's try Georgia. I'll press Tab and change the line
01:32 spacing from single space to 150% space. That gives a little bit of extra space
01:37 between each line. I'll also change the font size, I'll
01:41 change it up to 16 points, something like that, that looks better to me.
01:45 There are many other things you can change in here as well, like the theme.
01:48 Right now, it's set to ink on paper. But if you want to go crazy, you could
01:52 choose something else like yellow on black.
01:54 It's difficult to read for me but whatever you like.
01:57 I'm going to set it back to ink on paper. Just black text on a white background.
02:01 The one thing I'm definitely going to change here is the cursor option.
02:05 I like Barbell. You know how it's sometimes hard to see
02:08 the cursor flashing on screen? Well, Barbell takes care of that.
02:11 You'll see in just a moment. It makes it much easier to see.
02:14 I'll click Okay, and there we go. All of those changes are updated in the
02:18 Story Editor window. And there's my Barbell text cursor
02:21 flashing away. It's very easy to see, no matter where I click.
02:25 Now, as I said, the Story Editor does not show fonts, or size, or most other
02:30 formatting of your text. What it does show is Bold and Italic,
02:34 like down here, this text that's in Italic, it shows that.
02:38 Now, I'm going to move this Story Editor window over to the right so I can see
02:41 both it and the text behind it. And this text on the page is so small
02:46 that it's going to be hard to see this, but I'm going to just grab some text from
02:49 up here. I'll just grab some text here, in the
02:51 story editor window and delete it. You'll see a very slight pause.
02:55 And then as soon as InDesign recognizes that you've paused for a moment, it
02:58 updates it on the document page behind. Now, I mentioned earlier that you can use
03:03 Cmd+Y or CtrlY to open the Story Editor. You can also use the same thing to switch
03:08 out of Story Editor to go back to the document page.
03:11 And that turns out to be very useful. Because I can select some text inside the
03:15 Story Editor. And then, go back to the Document page by
03:19 pressing Cmd+Y or Ctrl+Y, and it swaps back and selects exactly the same text.
03:25 It always synchronizes the selection. That turns out to be a really useful thing.
03:30 You'll see this the more you're using story editor.
03:32 Once again, I'll select some text down here and I'll selectCmd+Y or Ctrl+Y, up
03:37 comes the Story Editor, and the same thing is selected.
03:40 Story Editor is great whenever you need to edit really tiny text or text on a path.
03:46 Or maybe text that's in a text frame so wide that its hard to see all the text at
03:49 the same time. But one of the best uses for Story Editor
03:53 is when you have so much text that it can't fit inside the frame.
03:57 In this text frame the story is over set, but I can see it in the story editor.
04:01 Story editor knows no bounds. If I just scroll down in the Story Editor
04:06 window here, I can see that the text that's over set show up in this window.
04:11 All this stuff that has a red next to it, that's the over set stuff.
04:15 It doesn't fit inside the text frame. But I can still edit it, copy it, paste
04:19 it, delete it, whatever I need to do. I can work with it inside the story editor.
04:24 Now since I'm talking about an editorial type feature, like story editor, I should
04:28 also mention the Info panel. I love the Infor panel.
04:31 I'm going to go the Window menu and choose Info, and up comes the Info panel.
04:35 Move this off to the side a little bit. To me, the most interesting part of the
04:39 Info panel is the bottom down here where it shows how much text I have selected.
04:45 For example, if I select this sentence down here the Info panel immediately
04:48 shows me that 66 characters and 11 words are selected.
04:52 If I deselect the text so that the text cursor is just flashing inside the story,
04:56 it updates to show me all the text in the story.
04:59 That is the Info panel shows me that there's 199 words plus 1233 words.
05:06 What's that plus sign? Well, that's how much text is over set.
05:10 So, you know exactly what you're dealing with, 199 words inside the frame and over
05:15 1200 words over set. If you do a lot of editorial work, you
05:19 know that this kind of word count is really useful.
05:22 Ultimately, whether you're editing really tiny four point text at the bottom of a
05:26 legal contract or text on a path or a long story, the story editor makes life
05:31 so much easier.
05:33
Collapse this transcript
Checking spelling
00:00 Nobody spells everything right all the time.
00:02 I mean, hey, that's what spellchecking features are for?
00:05 And fortunately, there's quite a good one built into InDesign.
00:08 Now I have this flyer document open from my Exercise Files folder.
00:11 And it looks pretty good. But before I send it to print, I'd better
00:15 check the spelling. I can do that by going to the Edit menu.
00:19 And then, choosing the Spelling sub menu and then clicking on Check Spelling.
00:23 Or I can press Cmd+I on Mac or Ctrl+I on Windows.
00:27 As soon as I select that up, comes a check spelling dialog box.
00:30 And it immediately starts showing me the suspect words.
00:34 This first word looks like Elingsworth, looks like someone to name, it's probably
00:38 okay, I'm going to go ahead and skip it. I'll click the Skip button.
00:42 The next word it comes up with is Roux, well Roux is the name of this company the
00:46 flyer is for, so I used that a lot in these documents.
00:49 So, I have the chance to skip it once or click Ignore All.
00:54 Ignore All is like pressing Skip for every instance that it finds.
00:58 In fact, not just in this Check Spelling, but every time I do a Check Spelling
01:02 until I quit InDesign. Now if I always want InDesign to think
01:06 this word is spelled correctly, not just this time, but tomorrow and next week and
01:11 next month, then I want to add it to my user dictionary.
01:14 I can do that by clicking this Add button down here.
01:17 That's what I'm going to do. I'll click Add and InDesign adds it to
01:21 the user dictionary and then moves on to the next word.
01:24 All right. Instead of checking one word at a time,
01:27 there's another way to check my spelling. I'm going to click the Done button to
01:30 close that dialog box. I'm going to go back to the Edit menu.
01:34 Back to the Spelling submenu and I'm going to turn on Dynamic Spelling.
01:38 I like dynamic spelling because you can see at a glance whether something is
01:42 spelled incorrectly. For example, I'm going to zoom in here by
01:46 holding down Cmd+space bar or Ctrl+space bar in Windows and just drag in and zoom
01:51 in on that page a little bit. And I can see all the words that InDesign
01:55 thinks are mispelled, have this little red zigzag line under them.
01:59 That way I can very quickly pan around looking for things that might be spelled wrong.
02:03 Oh, look at this one over here. Acdemy.
02:06 That's totally wrong. I better fix that.
02:08 Now, I could change it manually. I could just click in there and change
02:11 it, or I can place my cursor on top of it and then right-click or control-click
02:16 with a one button mouse. And up at the top of the Context menu, it
02:20 shows me it's suggested words, what it thinks we're trying to spell here.
02:25 I'll choose Academy, and it fixes the misspelling for me.
02:28 Okay, now I'm going to switch over to my Roux article file here in the tabs, and
02:33 I'm going to do some spell checking here. Because I chose Dynamic Spelling, it's
02:37 going to stay on for all of my documents that I have open.
02:40 So, I'm going to switch to my next spread by pressing Option+Page Down, or Alt+Page
02:45 Down on Windows. And then, I'm going to zoom in on this
02:48 text frame over here. And I can see a few possibly misspelled
02:52 words But I also see a few other words that have a green zigzag line.
02:57 Green means they're not misspelled, but there's something else wrong with them.
03:01 For example, here it's obvious. There's two words that are exactly the
03:04 same right next to each other. I'll double-click with the Type tool to
03:08 select one of them, and then hit Delete, and now the green zigzag goes away.
03:12 Down here, InDesign's telling me that something's wrong with the word trying.
03:16 Well, it's supposed to be capitalized. So, I'll replace that t with a T.
03:23 You can control what InDesign considers right and wrong in the Preferences dialog box.
03:27 I'll press Cmd+K, or Ctrl+K on Windows, to open the Preferences dialog box, and
03:32 then I'll click on the Spelling pane over here.
03:35 You can see theres a number of things you can change, misspelled words, repeated
03:38 words, uncapitalized words, and uncapitalized sentences.
03:42 You can turn those on or off. You can even change the color that
03:45 InDesign uses on those little zigzag lines.
03:47 Alright. I'm going to just click OK.
03:49 I want to show you a couple more things. I'm going to come down to the end of this
03:53 paragraph and I'm going to type a word, like Grazie.
03:57 Grazie immediately shows up as misspelled.
04:01 But I know that it's not misspelled. It's Italian.
04:04 So, how do I tell InDesign that this word is spelled correctly in a different language?
04:09 The trick is to select it, and then up here in the Control panel, make sure that
04:14 it's set to the character mode. That's this little a button at the very
04:18 top left corner. I'll click on that, and this changes to
04:21 the character formatting mode. I'm going to be talking about that in
04:25 great detail in a later chapter. But for right now out here in the middle
04:29 of the Control panel, there's a popup menu that shows all the different
04:32 languages that InDesign knows about. There's Dutch, and Estonian, and German,
04:38 and so on. And indeed, Italian.
04:41 So if I choose Italian for this word, the one that's selected, InDesign suddenly
04:45 stops when something is misspelled. It knows it's spelled correctly in that language.
04:50 Okay. Now, you know I love tips and tricks and
04:52 I always want to give you the best. So, I'm going to show you one more
04:55 language trick that you should know about.
04:57 I'm going to come back to my Roux flyer. And down here, I'm going to select this
05:01 Roux Academy text. You can see that Indesign thinks that's
05:05 misspelled right. Well, I know that's not misspelled but
05:08 InDesign isn't so smart it can't recognize the web address.
05:11 So, these things almost always show up as misspelled.
05:14 What I can do is tell InDesign that its null language.
05:18 So, I'm going to select that URL, I'm going to go back up to my Language menu
05:21 in the Control panel. And, at the very top of this list, you'll
05:24 see no language. When I choose that, InDesign stops trying
05:29 to spell check it. Anything set to no language will never
05:32 show up as misspelled. Of course, just performing a spell check
05:36 won't guarantee that your text is all correct.
05:38 So, finding a proof reader is always a good idea.
05:40 But, do yourself and them a favor, and run InDesign's spell checking features first.
05:46
Collapse this transcript
Using Find/Change
00:00 I'm old enough that I remember manually searching through all the text in a
00:04 document for a particular word and replacing it with another.
00:07 All by eye, one page at a time, hoping I didn't miss any of them.
00:11 And all I can say is thank goodness for the Find Change feature which lets me do
00:15 it all now in a single-click. You can find the Find Change feature by
00:19 going to the Edit menu and choosing Find Change or press Cmd+F on the Mac or
00:24 Ctrl+F on Windows. Now, there are a lot of features in the
00:28 Find Change dialogue box, but I'm going to focus on just the basics here,
00:32 Find what and Change to. Let's say I want to search for the word Egypt.
00:37 All I have to do is type the word Egypt right in here, in the Find what field,
00:41 then, I click Find. InDesign finds the first instance of
00:46 Egypt in my document. It's down here.
00:49 Let me move this out of the way a little bit and zoom in on this.
00:52 I'll hold down Cmd+space bar, and then drag in.
00:55 There we go. Notice that I can zoom in and even edit
00:59 this text while the Find Change dialogue box is still open.
01:02 That's really helpful. Now, we can see that InDesign did in fact
01:05 find the word Egypt, but inside of another word, Egyptian.
01:10 That's not what I was intending. I just wanted to find the whole word Egypt.
01:14 Fortunately, InDesign lets me change the scope of what it's searching for.
01:18 For example, I can come over here and change the search popup menu from
01:22 Document, meaning just this particular document.
01:25 To All Documents, that would search for the word Egypt, in all the documents that
01:29 I currently have open. But I can also change the scope with
01:32 these little buttons down here. And I have to be honest with you, it's
01:36 hard even for me to remember what those buttons do.
01:38 There's just too many of them. So, here's what I do.
01:41 I move my cursor on top of them until I see that little tool tip show up.
01:45 Okay, that one's for Locked Layers, this one's for Locked Stories, it'll search
01:49 inside locked stories or Hidden Layers. Include Master Pages, so it'll search
01:54 master pages as well. This one is Footnotes, this one is case
01:58 sensitive, that one could be useful at sometime, but not for this case.
02:02 And now, whole word, that's the one I'm looking for.
02:06 I want to find the whole word Egypt. So, I'm going to click on that button,
02:10 and try again. I'll click Find and it jumps to the first
02:14 instance of the whole word Egypt. Of course, Find what is only half the
02:18 equation, here. Sometimes you want to find a word and
02:21 change it to something else. For example, I'm going to come up here
02:25 and type two hyphens in the Find what field.
02:28 I want to find everywhere that the author typed in two hyphens instead of a regular
02:32 em dash. And I'm going to change those hyphens
02:35 into an em dash by typing an em dash in the Change to field.
02:39 I'll click there, and I need to type either an em dash and also a special code
02:43 for an em dash. But what is that code?
02:46 What if I don't remember how to type an em dash?
02:48 Well, that's where this little popup menu over here on the right comes in.
02:53 I don't know why adobe uses this at symbol here, but whenever you see an at
02:57 symbol popup menu, it means special characters.
03:00 And if I click on that, we can see all of the different special characters.
03:04 The invisible characters, the interesting glyphs, and so on.
03:07 All of those things that InDesign knows about, that I may not know how to type.
03:11 In this case, I'm looking for a hyphen or a dash.
03:14 So, I'm going to look in that submenu, and there it is, an em dash.
03:19 When I click on it, InDesign types a special code, that I'm never going to
03:22 remember myself. But fortunately, it does the typing for me.
03:26 And now, I can just click Change All and it'll change all of them for me, right?
03:30 oh, 0 replacements made. Okay, remember just a moment ago we told
03:35 InDesign what the scope of our search was going to be.
03:38 We told InDesign to find only whole words.
03:42 Let me click OK. Well, there's no such thing as a whole
03:45 word of two dashes, so I need to come over here and turn off that button and
03:50 now try it again. Change All, and InDesign says eight
03:54 replacements made in this document. That's great.
03:57 I'll click OK. Now, here's another thing that I use Find
04:00 Change all the time for. I want to find all the instances where
04:04 somebody typed two or more spaces, and I want to replace those with a single space.
04:09 Now, I could do that myself, but sometimes people use weird spaces, you
04:14 know, Adobe InDesign has all these kind of strange spaces like thin spaces and
04:18 quarter spaces and so on. What if I want to find all of those?
04:21 Well, fortunately InDesign comes with a bunch of built-in Find Change queries.
04:26 And they all live up here in the query popup menu.
04:30 There's a whole bunch of cool ones here that InDesign ships with.
04:33 And I'm going to use multiple space to single space.
04:37 When I choose that, InDesign adds all the weird codes for all the different spaces
04:42 that it knows about. And it's going to look for, so I don't
04:45 have to remember any of that stuff. Now, I'm just going to click Change All,
04:49 and InDesign says 0 replacements made. Now what's the problem?
04:54 Well, once again, it's all about scope. I'll click OK.
04:58 And I can see that the search popup menu changed to selection.
05:02 That means InDesign is only going to search through the text that's currently selected.
05:07 Just that word Egypt. I need to come in here and change this
05:10 back to Document. That's just one of those many things that
05:13 you need to pay attention to inside the Find Change dialogue box.
05:17 I'll click Change All, and now InDesign found and changed 347 of these instances
05:22 in just an instant. I love that.
05:25 Now, there's lots of other things you can do in the Find Change dialogue box.
05:29 For example, you could find text with particular formatting and change it to
05:33 other formatting. I'm going to cover that in a later chapter.
05:36 You can also do this thing called GREP Find Change which is what InDesign used
05:41 to find all of these multiple spaces. I go into great detail about GREP and all
05:45 the cool things you can do it with it in another title in the lynda.com online
05:49 training library. It's called 10 Things to Know About GREP.
05:52 The Glyph tab of the Find Change dialog box lets you search for very particular
05:57 characters in your document. And the last one, Object Find Change,
06:01 lets you find and change object formatting.
06:03 For example, you might want to change all of your red frames into blue frames.
06:08 You can do that with the Object Formatting Find Change and I'm going to
06:11 cover that in a later chapter too. The Find Change dialog box is obviously
06:15 an incredibly powerful when you take the time to dial in exactly what you're
06:19 looking for, and exactly what you want to change it to.
06:22
Collapse this transcript
6. Graphics
Importing graphics
00:00 It's time to start talking about using pictures in InDesign.
00:04 Let's start at the beginning. How to get images onto our InDesign page?
00:08 Fortunately, InDesign makes it really easy and I'm going to show you about four
00:11 or five different ways to do it, each with its own benefits.
00:15 The basic method for importing an image is to use the place command, which you
00:19 can find under the File menu. Or you could press Cmd+D on the Mac or
00:23 Ctrl+D on Windows. When you choose place, InDesign shows you
00:27 a list of all the images or files that I could place right now.
00:30 I'm going to go into my exercise folder, and then go down to my links folder.
00:36 I want to import the Roux Academy logo, which I'm going to find probably at the
00:40 very bottom of this list. There it is.
00:43 Roux academy logo.ai. Now, that's an ai file, which is a native
00:48 Adobe Illustrator file. And InDesign can import it.
00:51 When I click Open, InDesign loads that image up onto my Place cursor.
00:56 Now, it's very important to pay attention to the Place cursor before you click.
01:01 This Place cursor tells me information about what's about to happen.
01:04 Right now, I see the little twirly, spirally icon that shows me that this is
01:08 an Acrobat file or an Illustrator file. They look the same.
01:11 The edge of the Place cursor is two dotted straight lines.
01:15 And that indicates that if I click right now, InDesign is going to create a new frame.
01:21 But if I move the place cursor over here, where I actually want the logo, those
01:25 lines change. They turn into kind of a curved kind of parenthesis.
01:29 And that indicates that it's going to place this image into a frame.
01:33 That's because there's an empty frame in the background.
01:36 Now that's not what I want to do. I don't want to click right now.
01:38 Instead, I click and drag. When I click and drag, it creates a new
01:44 frame and then places the image into it. Now with the Selection tool selected in
01:49 the Tool panel, I can simply drag this into position.
01:51 Perfect. Now, let's bring in that image one more
01:55 time and put it elsewhere on my page. I could just duplicate this one of
01:59 course, but instead, I'm going to go back to the File menu, choose Place, and then
02:04 choose that image again. I'm doing it this way because I want to
02:08 point out something. I always want to check to see if the
02:11 Replace Selected Item check box is turned on.
02:14 Replace selected item tells InDesign whether or not you want this image to go
02:18 into any frame that you currently have selected on your page.
02:22 In this case, if I move the Place dialog box out of the way, you can see I
02:25 actually do have a frame selected. So because this check box is on, my image
02:30 will go into this frame, not where I'm going to want to put it.
02:34 So, I go turn off that check box, then click Open, and InDesign loads the Place
02:39 cursor instead of putting inside that frame.
02:41 I'm going to place it down here, and you can see that the cursor tells me it's
02:44 going to create a new frame, not put it inside the frame there, because there's
02:48 no empty frame behind it. So I'll simply click, and InDesign
02:52 creates a frame for me and drops the image into it.
02:55 All right. Now I'm going to place another image, but
02:58 this time, I'm going to use a totally different method.
03:00 I'm going to drag it right out of a folder on my desktop.
03:03 I'll switch back to the Finder, or Windows Explorer, depending on your
03:06 operating system, by pressing Cmd+Tab on the Mac or Alt+Tab on Windows.
03:11 I have that same links folder open from the exercise files, and I'm going to grab
03:15 the image that I want and drag it in. I'm simply going to grab it and drag it
03:20 on top of the InDesign window. When I let go of the mouse button, it
03:23 doesn't look like anything happened, but as soon as I switch back to InDesign, you
03:27 can see that the place cursor has been loaded.
03:30 That's the image that I had selected on the desktop.
03:32 Now I can simply click and drag. And you'll notice that as I'm dragging, I
03:37 can't make any size frame I want. It stays height and width proportional to
03:42 the image itself. That's really helpful.
03:45 Now, I'm going to drag this out, and finally let go.
03:48 In comes the image. All right.
03:50 Now let's bring some more images into my second spread.
03:53 I'll press Option+page down, or Alt+page down to jump to the second spread.
03:56 And here, you can see that I have several frames that are empty, just waiting for images.
04:01 In this case, I'm going to bring in all three images at the same time.
04:04 To do that, I'll go back to the Place dialog box by pressing Cmd+D or Ctrl+D on Windows.
04:10 And I'm going to select three images that I want right now, all three of them.
04:13 To do that, I click once on the first image that I want, then I'll hold down
04:18 the Cmd key on the Mac, or Ctrl key on Windows, and click on the second image
04:22 that I want. There's two, now let's scroll down a
04:24 little bit and get the third that I'm looking for.
04:30 There it is. I'll hold down the Cmd key or the Ctrl
04:32 key and click on it. And now all three images are selected
04:35 inside this dialog box. So I'll click Open, and you'll see that
04:39 all three images get loaded up onto the Place cursor.
04:42 I can tell that there are three, because there's a little blue three inside
04:46 parentheses next to the cursor. In fact, I can actually move through
04:49 those one at a time by pressing the left or right arrow keys on my keyboard.
04:54 When I press the right arrow, you'll see it switches to the next image.
04:57 Press it again, and it goes to the third image.
04:59 I can move through here until I find just the image that I want right now, and then
05:03 when I'm ready, I can click. I clicked on top of an empty frame, and
05:07 InDesign placed that image into the frame.
05:10 Now the cursor changed, because I only have two more images in there.
05:13 And I can click and then click again. Okay, I'd like to bring some images down
05:19 here into this blank area on the third pane of this brochure.
05:22 I'm going to grab four images this time, and I'm going to put them all in a grid automatically.
05:27 Here's how it works. First, I'll go back to the Place dialog
05:30 box with my Cmd+D or Ctrl+D, and I'll select four images.
05:35 I actually have no idea what these images are, I'm just grabbing them randomly
05:39 here, and then I'm going to click Open. It loaded all four images into my Place cursor.
05:46 And now I'm going to start dragging with this Place cursor.
05:48 I'll click and drag and I'm not really paying attention to the width right now.
05:52 I'm just looking at about how high it is. Now, here's the trick.
05:56 While the mouse button is still being held down, I'm going to press the up
06:00 arrow key on my keyboard. I press once and it breaks into a grid of
06:04 two frames. Press two more times and it breaks into a
06:08 grid of four in a stack. I'm only pressing the up arrow keys to
06:12 add frames vertically. This is a single column.
06:15 If I press the right arrow, it would break into two columns.
06:19 But I'm not going to do that. I'm going to press the left arrow to go
06:21 back to a single column. Then, when I let go of the mouse button
06:25 at last, it makes four frames and fills those with the images.
06:30 I'll talk about how to scale these images properly later on in this chapter, but
06:33 right now, I'm going to show you one more technique for importing images.
06:37 I'll click over here in this blank area just to deselect everything on the page.
06:41 Then I'll go back to the File menu and choose Place.
06:43 Now I'm going to choose an Illustrator file that's down at the bottom of my list.
06:47 It's called, roux_artboards.ai. I happen to know that this Illustrator
06:51 file has multiple artboards built into it, but this same technique would also
06:55 work with a PDF file that has multiple pages.
06:59 When you have a file that has multiple pages or multiple artboards, you need to
07:02 tell InDesign which page or artboard you actually want to import.
07:06 To do that, you can turn on the Show Import Options check box here in the
07:10 Place dialog box. Show import options tells InDesign that
07:14 when you click the Open, button it should open a new dialog box.
07:18 One that gives you some options. Here we can see that there are three
07:21 total pages or artboards in this document, and we can move through them
07:25 one at a time to preview them. I'm going to go ahead and bring that
07:30 first one in. Just number one.
07:31 But I should point out that I could actually bring all of them in if I want
07:35 to, by clicking the All button here. Or even just a range.
07:38 Maybe I just wanted the first and the second.
07:40 If you bring in more than one page, each one is loaded up into the Place cursor as
07:44 a separate image. You can also tell InDesign how to crop
07:48 this image. Right now it's set to Bounding Box,
07:51 visible layers only. That means it's only going to bring in
07:54 the size of the artwork itself. Pretty much the same as this Art option,
07:58 but if I change this to something different like Media, I get a very
08:02 different effect. You can see that previewed over here.
08:05 In this case, InDesign would bring in, in the entire page, all the way out to the edge.
08:10 Or in this case, all the way out to the edge of the artboard.
08:12 Now in some cases, you might find you need that if you're trying to get the
08:15 whole page. But in this case, all I want is to go out
08:18 to the edge of the art. Finally, I'll click OK and InDesign loads
08:22 it up into the Place cursor. And I can come out here and click and drag.
08:27 Now, note that I'm not talking about how to copy and paste images from one
08:31 application to another. While you technically can copy and paste
08:35 some vector artwork between InDesign and Illustrator, I strongly urge you not to
08:39 copy images from Photoshop or any other program other than Illustrator.
08:43 There are a number of technical reasons for this, and I discuss them all in
08:46 detail in my Beyond the Essentials title, here on the online training library.
08:50 However you choose to import your images, InDesign tries to be as flexible as possible.
08:55 And this is especially true when it comes to what file formats you can use.
08:59 InDesign supports all the regulars. TIFF, JPEG, PDF, and so on.
09:04 But it also supports native PSD files, that's Photoshop files, and most native
09:09 Illustrator files. Later in this chapter, I'll talk about
09:12 some of the advantages of using those native file formats.
09:15
Collapse this transcript
Using the Links panel
00:00 When you import a picture into InDesign using place or by dragging in a file from
00:04 disk, InDesign doesn't actually imbed the image into your document.
00:09 Instead, you get a thumbnail preview of the image and a link to the file on disk.
00:14 This happens with any image file whether you import a PDF or a JPG or TIFF or whatever.
00:19 And that's why when I open this document from the exercise folder called draft2
00:24 InDesign gives me this alert. And the alert says that there are two
00:28 missing, and one modified links. When I opened the document, InDesign went
00:32 looking for all the images, and it found two of them were missing.
00:35 It just couldn't find them. And one of them had been modified.
00:38 It was changed since the last time I had opened it.
00:41 So InDesign's asking me what I wanted to do.
00:44 If I click update links, it will update all the modified ones.
00:48 It doesn't know what to do about the missing ones, but in this case, I'm
00:51 actually not going to do that. I'm going to click don't update links
00:55 because I want to show you how to do it manually.
00:57 Whenever there have been missing or modified links, up comes the Links panel
01:01 over here in the dock. The Links panel is like the control
01:04 central for all your linked graphics, all the linked images that you have in your
01:08 document will show up here in the Links panel and it gives you information about
01:12 those links as well. For example, up here we can see an alert icon.
01:16 I'm going to drag this gray bar in the middle of this panel down and that gives
01:20 me more space at the top of the panel and less at the bottom.
01:23 There we go. There's my second alert.
01:26 The modified one. The red one with a question mark says
01:29 it's missing, the yellow one says it's modified.
01:32 If there's no alert icon at all, like all these other ones, it means that's okay.
01:36 It knows where to find those files and they're up to date.
01:39 Now the links panel can actually tell you other information about your linked
01:42 images as well. For example, if I click on this JPEG
01:46 image here, it'll show me down at the bottom of the panel, a whole bunch of
01:49 information about it. It shows me it's a JPEG image.
01:52 It's an RGB image. It shows me the resolution of the image,
01:56 and more. It's a good idea to scroll through and
01:59 look at all this link info to get a sense of what the images are inside your document.
02:03 By the way, if you don't see this link info at the bottom, you may need to click
02:07 this little twirly triangle thing at the bottom left corner of the Links panel.
02:11 I clicked it once and it closes, click it again and it opens again.
02:14 Now there are a couple more things I want to show you about the Links panel, before
02:18 we fix those image problems. First of all we'll see that all our
02:22 images up here are in chronological order, that is the page order, from
02:26 beginning of the document to the end. And I can tell that because at the very
02:30 top of the Links panel, there's this little page icon there.
02:33 This is the Page column, and the Page column has a little triangle next to it.
02:38 That indicates that it's currently sorted by page, from first to last.
02:43 If I click on this, it'll reverse it. Now it's going from the last page to the beginning.
02:49 Now I can sort this Links panel in other ways.
02:51 For example, I'll click on the alert icon at the top of this column.
02:54 And now it's sorted by the alert status. I'll click again, and now that puts all
02:59 of the alerts, the missing and the modified ones, at the top of the list.
03:03 If you have a lot of missing and modified images that you're dealing with, that's
03:06 often a good way to clump them all together.
03:08 So you can see them faster. Or you could click on the Name column, to
03:12 put them in alphabetical order. In my Beyond the Essentials title here on
03:16 the online training library, I go into more details about these columns and how
03:20 you can even customize this panel to add your own columns.
03:23 For now, I'm just going to go ahead and click on Page Order again.
03:27 I find that useful. And now, let's go ahead and fix those problems.
03:30 I'm going to start with a modified one. The one that's been changed, it's this
03:35 pencil image over here. I may not know where in my document this
03:39 image is right now, so I can click on this little underlined four right there,
03:43 and that takes me right to the image. It even selects the image inside the frame.
03:48 Let's go ahead and zoom into 200% by pressing Cmd 2 or Ctrl 2 on Windows, and
03:53 we can see that there's my pencil image that's been modified.
03:57 You'll notice that in the upper right corner of this frame, I see the same
04:00 modified icon. It's really helpful to have this icon
04:03 right here on the image itself. Once again, this modified icon means that
04:07 somebody has changed this image since the last time I imported it into this document.
04:11 If I want to see the new version, I have several different choices.
04:15 I could go to the Links panel and choose Update link from the Links panel menu.
04:19 Or I'll click off there. I could click the update link button at
04:24 the bottom of the Links panel here. Or I could double click on this modified
04:28 icon in the Links panel but I'm going to do it the fastest coolest way which is
04:33 simply to come over here to the frame and click once on that modified icon.
04:38 As soon as I click on it, it updates the image.
04:40 Somebody made that pencil blue. Okay let's go take care of the missing images.
04:45 Here in the Links Panel, I can see that this image is missing.
04:48 But there's no page number next to it. That's because there's a little triangle
04:53 in the left column. And if I click on that triangle, you can
04:56 see that it expands. It shows me that this image has been used
05:00 more than once in my document. I can see now that this image was used on
05:05 page two and three. It's my job to tell InDesign where this
05:09 image lives now so we can re-import it and have a good link.
05:12 So let's go ahead and look for it first. I'll click on this two and it takes me
05:16 right to that image. Then I'll zoom in to 200% again with a
05:20 Cmd 2, or a Ctrl 2 on Windows, and I can see that there is another missing icon
05:25 right there attached to the upper left corner of the frame.
05:29 Now again there is multiple ways to relink this to a new image.
05:32 I could click on the Relink button at the bottom of the Links panel, go to the
05:36 Links panel player menu but in this case once again I'm simply going to click once
05:40 on that icon on the frame. Now InDesign asked me where I should find
05:45 this image? I'll go look for it.
05:47 It's in the Exercise folder in the Links folder.
05:50 So I'm going to go up a level, go look in my links folder and it's gotta be in here somewhere.
05:56 There's a little helpful clue here that you should pay attention to.
05:58 Up here at the top of this dialog box InDesign shows me the name of the file
06:03 that I'm looking for. I can see that it's looking for something
06:06 called Roux Academy Logo draft. So I'm going to scroll all the way down
06:10 to the bottom of my list here. And I can see that it doesn't exist at all.
06:15 Of course, it's missing. But that draft file, that was a draft
06:19 version that I threw away a long time ago.
06:20 I'm never going to find it. But I can replace it with new version.
06:24 That's the roux academy logo.ai. That's the final version.
06:29 And I click open and because I have the Show Import options check box turned on,
06:34 it's going to show me this Options dialog box.
06:36 I'll click OK. And now it throws away the old version
06:40 and it puts the new version in its place. But look back in the Links panel.
06:44 I still have another alert. What's going on?
06:47 Well in this case I only change that one image, the one on this page.
06:52 The other one is still missing. So let me undo that with a Cmd Z on the
06:56 Mac or Ctrl Z on Windows. That puts it back to the way it was.
06:59 And instead of clicking on the icon here on the page, I'm going to come over here
07:03 and do it slightly differently from the Links panel.
07:07 In this case I'm not going to select any of the individual images that have been placed.
07:11 I'm going to select this one at the top, the Master file.
07:14 The one that surrounds all of them. And I'm going to double click on the icon
07:17 next to it. Once again it gives me the opportunity to
07:20 find the image, and I'm going to link on my new version.
07:23 I'll turn off Show Import options this time, and then click Open.
07:27 Now, all those images have been updated. Okay, I'm going to show you one more
07:31 links trick, because I find this really useful.
07:33 Sometimes, I need to find an image on disk.
07:36 I know where it is on my document, but I don't know where that image is on my hard
07:40 drive, or on the server. Well, here's what I could do.
07:42 I could select the image. For example, I'll choose this psd file,
07:46 this Photoshop file. And if I hover over it, the tooltip shows
07:50 me the path to where it is on disk, so that's kind of neat, but I'm going to
07:54 take it one further. I'll go to the Links panel menu and then
07:58 choose Reveal in Finder, where on Windows it would be Reveal in Windows Explorer.
08:02 When I choose that, InDesign switches back to the desktop, opens the folder,
08:07 and selects the image for me. I want to be clear about this, it's
08:10 important that your images, all be up-to-date in the Links panel, not
08:14 missing or modified, before you print or export your documents or else InDesign
08:19 will only be able to use the low resolution preview and your output may
08:22 not look right.
08:23
Collapse this transcript
Editing graphics in their original application
00:00 What happens after you put an image on your page, and then realize you need to
00:04 edit the image somehow? For example, I'll zoom in on this image
00:07 down here in this exercise folder, this logo in the lower right corner, and I can
00:11 see that the text is white. I'd like it to be blue.
00:14 Well, I could switch to Illustrator, and then open the logo, assuming I know where
00:19 it's saved on disc. But since I'm looking at it here in
00:22 InDesign, it's far easier to use a feature right in InDesign called Edit Original.
00:27 Now, I can find Edit Original by first selecting this image, and then going to
00:32 the Edit menu and choosing Edit Original. But honestly, there's a lot faster ways
00:37 to do it. Instead of choosing it from the menu, I
00:39 could go to the Links panel. And then, click on this little pencil icon.
00:44 That pencil icon is the Edit Original button.
00:46 But the fastest way to get to Edit Original is just to Option+double-click
00:50 or Alt+double-click on your image. That's all you need to do.
00:53 If I Option+double-click or Alt+double-click on this image, it
00:56 suddenly launches Illustrator and opens that graphic.
00:59 I'll zoom in here, so you can see this artwork a little bit better.
01:02 And I can't see that text right now, because it's white on white.
01:05 But I know it's there. Now, this image is in a group, so I'm
01:09 going to double-click on it to go into Illustrator's Isolation mode.
01:12 And now, I can select the text on the outside of this path.
01:15 I'll just click on it here. Now, I can change the text color to blue.
01:19 Now, at this point, all I need to do is save this document and close it.
01:24 So, I'll click out here, click File Save, and then close this document.
01:29 And as soon as I go back to InDesign, you'll see that it updates.
01:32 Now, I don't even have to go to the Links panel and choose Update.
01:36 Why? Because when you choose Edit Original,
01:38 InDesign knows you're going to be editing it.
01:40 It's just watching the image, just sitting there waiting for you to make a change.
01:45 As soon as you save it and come back to InDesign, it updates automatically.
01:49 Not only that, but if I zoom back out to fit the whole spread in window, with the
01:52 Cmd+Option+0, or Ctrl+Alt+0, you can see that it's updated everywhere in this document.
01:58 Including this logo up here. Now, by the way, InDesign actually has no
02:02 idea what the original application is for these images.
02:06 It depends entirely on a Mac or Windows operating system for this information.
02:10 Basically, Edit Original is the same thing as double-clicking on the image in
02:15 a folder, and that means that sometimes it opens up in the wrong program.
02:19 For example, let me go to the next spread by pressing Option+Page Down or Alt+Page Down.
02:24 Now, I'm going to try to edit this image in the upper right corner, so I select
02:28 it, and then I Option or Alt+double-click on it.
02:31 You'll see it that it opens up here in Preview on the Mac instead.
02:35 That's not what I wanted. I wanted it in Photoshop.
02:38 The same thing can happen in Windows. It can open in completely the wrong program.
02:42 Fortunately, you can force InDesign to open it in a particular program.
02:47 So, I'll close this and go back to InDesign.
02:48 And this time, instead of using Edit Original, I'm going to go back to the
02:53 Edit menu, but I won't use Edit Original, I'll use the next feature down, Edit With.
02:58 Edit With lets me choose exactly which program I want to open the image with.
03:02 In this case, Adobe Photoshop. Now, it's easy for me to make a change.
03:08 I'll just go the Image menu and use Brightness Contrast.
03:11 Maybe bump this up a little bit. Click OK.
03:14 Then, I'll save it with a Cmd+S or Ctrl+S on Windows.
03:17 Switch back to InDesign and you'll see that it updates immediately.
03:21 There's my brighter version. Getting efficient with InDesign isn't
03:25 just about InDesign, it's about getting all these programs working together as
03:28 smoothly as possible. The Edit Original and Edit With features
03:32 are a big part of making that happen.
03:34
Collapse this transcript
Fitting graphics to the frame
00:00 When you import an image it often doesn't appear at the correct size on your page.
00:04 For example I'll go over here and select the rectangular graphic frame tool and
00:09 draw out a frame. Now I'm going to place an image into it.
00:13 So I'll go to File > Place and choose an image.
00:17 I'm in my links folder from the exercise files folder and I'm going to scroll to
00:20 the very bottom here and choose this image here.
00:23 The Rue Spirals Illustrator file. Now I'll click inside this frame and it
00:29 places the image into it. Now I can tell immediately that, that is
00:33 not what I was hoping for. I wanted to fit the image inside this frame.
00:37 Now it's important to remember that the frame is not the same as the image.
00:41 They're two separate things, one inside the other.
00:44 If I come back here and choose the selection tool, and then double click on
00:47 this frame, you can see that I've selected the image inside the frame.
00:51 And I can see that the edge of this image is huge.
00:54 It's much larger than the frame. We're going to explore scaling in the
00:58 chapter on transforming objects later, but let me quickly show you one feature
01:02 which really comes in handy when you're trying to fit images.
01:05 In fact, the name of the feature itself is Fitting, and you can find it under the
01:10 Object menu, down here in the Fitting submenu.
01:13 There are five different features here, in fact.
01:16 Fill Frame Proportionally means makes sure that the image fills the frame even
01:20 if some of the image is cropped out a little bit.
01:23 It fills the frame. Fit content proportionally means scale
01:27 the image up or down until it fits inside the frame but make sure none of it gets
01:31 cropped out. Fit frame to content is kind of the opposite.
01:35 It changes the size of the frame so that it matches the current size of the image
01:39 and in this case the frame would get much bigger.
01:42 The Fit content to frame scales the image inside the frame to fit even if it means
01:47 scaling it disproportionately, I almost never use that.
01:50 And Center content is obvious, it just centers the image inside the frame.
01:54 Now in this case, I'm want to make sure I get that whole image, so I'm going to
01:57 choose Fit content proportionally. So once again, this scaled the image to
02:02 fit inside that frame so that none of that got cropped out.
02:05 Even if it means that there's some blank areas to the left and right of it.
02:09 And, in fact, that is the case. Let's Zoom into 400% here by pressing
02:13 Cmd+4 or Ctrl+4 on Windows and you can see that indeed the image is smaller than
02:18 the frame. Now to make the frame the same size as
02:21 the image, I'm going to choose the Fit frame to content feature.
02:24 But instead of going to the Object menu, I'm going to click one of these buttons
02:28 up here in the control panel. That's just faster and easier.
02:31 Now, if you can't tell which of these buttons does what, all you need to do is
02:35 hover the cursor over them for a moment until you see the Tool Tip.
02:38 The first one is Fill Frame. The second one is Fit Content Proportionally.
02:42 And we can move along here until we see the one we want.
02:46 In this case, Fit Frame to Content. I click it, it fits it and that looks great.
02:51 By the way, I should point out that sometimes if you're working quickly
02:54 you'll find yourself moving images inside the frames accidentally, so that they're
02:58 sitting outside the frame. Well, that's no good but, that's where
03:02 Center Image and Frame comes in handy. That's the last button up here.
03:05 I'll just click that and it re-centers it in the frame.
03:09 Okay, let me show you another example of fitting.
03:11 I'm going to Zoom back to fit the whole spread in the window with Cmd+0, or
03:14 Ctrl+Alt+0, and I'm going to import a new image inside of a frame.
03:18 So, let me go get a frame. I'll put it out here on my paste board,
03:22 just so it'll be a little easier to see here, and now I'm going to place an image
03:25 into it. Go to the File menu, choose > Place, and
03:28 I'm going to grab my photographer image down at the bottom of my links folder,
03:32 there it is, photographer. I'll turn on Replace Selected Item just
03:35 so it automatically goes into that frame. Now in comes the image, but once again,
03:40 it's not the right size. Now in this case, I know that I want to
03:44 scale the image down to fill the frame, even if it means that some of the image
03:48 is going to get cropped out. So, I'll switch back to the selection
03:51 tool and then I'm going to come over to these buttons in the control panel and
03:54 I'll click on the first one, that's Fill frame proportionally.
03:58 That fills the frame, even though some of the image is cropped out, in this case
04:03 the top and the bottom. I'll double click on this image to select
04:06 the image inside the frame, and you can see that some of it's cropped out above
04:09 and below. Now, this looks good but what would
04:11 happen if I put a different image into this frame?
04:14 Well, I have to go back and click the button again.
04:16 Or what would happen if I come over here, and just resize this frame?
04:20 I'll double-click again, to select the frame rather than the image.
04:23 And then, I will resize this. Suddenly, I have to go back and click the
04:27 button again. It's just really frustrating to have to
04:30 keep going back and clicking those buttons.
04:33 So, let me undo that. I'm going to press Cmd+Z, or Ctrl+Z on
04:36 Windows, and instead I'm going to use a feature that InDesign has called Auto-Fit.
04:41 It's this little check box up in the control panel right here.
04:43 Now that Auto-Fit is turned on you can see that every time I change this frame,
04:48 it automatically updates. I'll make it a little wider, and it updates.
04:52 Make it taller, and it updates. It always applies whatever the last
04:57 fitting option I used was. In this case, because I used Fill Frame
05:00 Proportionally, it's going to apply the Fill Frame Proportionally every time I
05:04 change the frame. Even if I replace this with a completely
05:07 different image. By going to the File menu and choosing Place.
05:10 And then I'll pick just some random picture in here and click Open.
05:14 You'll see that it automatically fills the frame proportionally.
05:17 That image would have come in much larger, but it scaled it down to fill the frame.
05:22 Now you certainly don't have to make your images fill your frames, or your frames
05:26 fit your images, but it's often helpful. Especially when you're trying to lay out
05:30 a document or template quickly. Now let's get back to the images
05:33 themselves, and specifically using images that have transparent areas or clipping pads
05:38
Collapse this transcript
Taking advantage of transparency and clipping paths
00:00 What if you need an area of an image to be transparent?
00:03 For example, I'm going to bring my photographer image in here by placing it
00:07 inside of this frame. I'll select the frame, go to File Place,
00:11 and then scroll down my list of links until I see photographer.psd.
00:17 I'll select it, click Open and it will place the image into the frame.
00:20 But I don't want this background behind him.
00:23 I just want the photographer himself. I just want the background to be transparent.
00:27 Now, in the past, this effect was typically created using a Clipping Path.
00:31 But InDesign can also see and manage native transparency in images too which
00:36 often leads to much better results. First, I'm going to show you how to do it
00:39 the old way with Clipping Paths. I'm going to Option+double-click, or
00:43 Alt+double-click, on this image to invoke edit original, and open it in Photoshop.
00:48 Now, if I head over to the Paths panel, I can see there's a path in here.
00:51 And if I click on that and zoom in, you'll see that somebody actually drew a
00:55 path around this shape. The camera, the hand, the head, and so on.
01:00 I can even click on that with the Arrow tool and see the points.
01:04 That's a real bezier path and it's been drawn in Photoshop, and the cool thing is
01:08 that InDesign can see that path inside the image.
01:11 Now, I don't need to do anything here, I just wanted to show you that path.
01:15 I'm going to switch back to InDesign and show you how to make InDesign see it.
01:19 While this frame is selected, I'll go to the Object menu and choose the Clipping
01:24 Path sub-menu, then I'll choose Options. From inside the Clipping Path dialogue
01:28 box, I'll choose Type, and then choose Photoshop path.
01:33 Now, this is where I can tell InDesign which path I should use within the
01:36 Photoshop file. Because you could actually have multiple
01:39 paths, and then choose which one you want to use as a Clipping Path.
01:42 But in this case, there's just one. So, it chooses it for me, then I can
01:47 click OK. Immediately you can see that the
01:49 background is completely knocked out. You can also see the Clipping Path
01:53 itself, that bezier line, because we've been switched to the Direct Selection
01:57 tool in the Tool panel. I'm going to choose the selection tool
02:00 again, and then click out here to deselect that frame.
02:03 Now, Clipping Paths can be great if you already have one, but I have to tell you,
02:08 I hate making Clipping Paths. They are such a hassle to draw in
02:11 Photoshop and worse, they're always very sharp lines.
02:14 For example, if I zoom way in here, you can see that this is a very sharp line.
02:19 It doesn't blend in naturally from the face or the jacket into the background.
02:23 So, Clipping Paths tend to look somewhat artificial.
02:26 And because of that, I like using a different technique.
02:29 I like using Actual Native Transparency. Now first, I need to turn off this
02:34 Clipping Path. So, I'll select the graphic, then go to
02:36 the Object menu, and choose Clipping Path > Options.
02:40 I'll set Type back to None, because I don't want to have a Clipping Path and transparency.
02:44 That would be bad. Now, I'm going to to Option+double-click
02:47 one more time to open this in Photoshop, or Alt+double-click on Windows.
02:51 It takes me back to Photoshop. And I'm going to use a channel, instead.
02:55 When I look in my channels panel, I see that I have one built for me already
02:58 called Alpha 1. I'm going to load that up as a selection
03:01 by dragging that channel over the load selection button at the bottom of the
03:05 Channels panel. Now, I'll go to the Layers panel and I'll
03:08 turn that selection into a mask, a nice soft edge mask.
03:12 And I'll do that by clicking the Add Layer Mask button at the bottom of the panel.
03:16 Now, if you've done any work at all in Photoshop you're familiar with that checkerboard.
03:21 The checkerboard means it's transparent. You can just see right through it to
03:25 whatever's behind and that's what I want. I want it to be transparent.
03:29 I can still see the path there, that bezier path.
03:31 That's no big deal. It's just there because I had it selected
03:34 in the Paths panel. So now, I just have to save this document
03:37 and I'll do that with a Cmd+S on a Mac or a Ctrl+S on windows.
03:41 And then, I'll head back to InDesign and see what I get.
03:44 Now, this looks pretty similar to the Clipping Path.
03:46 But when I zoom in again, you'll see something change.
03:49 I'll press Cmd+Plus or Ctrl+Plus on Windows and you'll see that we now have a
03:53 soft edge. It's no longer a sharp edge.
03:57 I'll scroll over to the right here and you'll see that I have a very soft blend
04:00 between the face and the jacket and the background.
04:03 It's truly anti-aliased using real transparency.
04:06 It's a much more natural look. And that's why I like using Native
04:09 Transparency much more than Clipping Paths.
04:12 Now, there is one thing I should point out, however.
04:14 In general, it's a good idea to put text above transparency effects, rather than
04:18 below it. For example, I'll go back to 200% here,
04:21 by pressing Cmd+2 or Ctrl+2 on Windows. And then, I'm going to head over and
04:25 choose my black arrow selection tool, and click on this text frame in the background.
04:29 I want to move this above the image, so I'll go to the Object menu, and choose
04:33 Arrange > Bring to Front. There we go.
04:37 Now, the reason I want to have the text on top of the transparency, besides the
04:41 fact that I want to be able to read it, is that sometimes the text around
04:44 transparency, if it's underneath it, can get kind of thicker, more bold.
04:49 So, to be safe, we want to put the text on top of the transparent images.
04:53 And that way, it won't get bulked up around the edges of this guy's shoulder.
04:57 The good news is that InDesign can read native transparency in PhotoShop PSD
05:01 files, also PDF files, and even Adobe Illustrator files.
05:05 Transparency has become a huge part of why people use InDesign.
05:09 It just makes it so easy to lay out a beautiful looking page, quickly.
05:13
Collapse this transcript
Inserting QR codes and barcodes
00:00 QR codes are a kind of square barcode that have become increasingly popular
00:04 over the past few years. You've probably seen them in ads, in
00:07 magazines, even on some people's business cards.
00:10 Now the cool thing about a QR code, is that if you have the right software on
00:14 your smartphone, you can point the phone camera at the code and it does something.
00:19 Typically jumps to a webpage or displays a secret message, or sends an email.
00:24 Something like that. InDesign lets you make QR codes directly
00:27 on your InDesign pages, and it's really easy.
00:30 I'd like to add a QR code here in this brochure, down at the bottom of the page.
00:34 I'm going to make it point to a webpage, and I have the URL of that webpage right
00:39 down here in this text frame. I'll double-click to switch the Type
00:42 tool, select that URL, and then copy it to the clipboard with a Cmd+C or Ctrl+C
00:47 on Windows. Then, I'll deselect everything on my page
00:50 with a Cmd+Shift+A or Ctrl+Shift+A. I want to deselect everything on my page,
00:55 because when I make the QR code, it's going to place the QR code inside any
00:59 frame that I have selected. I don't want that.
01:02 I want to make a new frame. So I deselect everything.
01:05 Then I go to the Object menu, and choose Generate QR Code.
01:09 The Type pop up menu inside the Generate QR Code dialog box gives me a bunch of
01:13 different QR code options. I could encode some plain text in here,
01:17 make it send a text message or send an email.
01:20 I could even put a business card inside this QR code.
01:23 But what I'm going to do is make a web hyperlink, and I'm going to type that URL
01:26 in here. I'll take http:// and then paste in the
01:31 URL address that I had copied. Now I'll just click OK.
01:37 InDesign makes the QR code and loads it up on my Place cursor.
01:40 If I already have a frame that I want to place the code into, I could just click.
01:45 But in this case, I need to make a new frame, so I'm going to click and drag
01:48 down here at the bottom of this page. That makes a frame and places the QR code
01:53 into it. Let's go ahead and zoom in here with a
01:56 Cmd+2 or a Ctrl+2 on Windows, and we can see the code pretty well.
02:00 Now that might work okay, but the background is a little distracting, so
02:03 I'm going to put a white fill inside that frame.
02:06 I'll do that by going to the Swatches panel and then just filling this with paper.
02:12 Of course, now I can't read the background text frame here, so I'm
02:14 going to go back to my Selection tool, select that text frame, and just drag
02:18 this down a little bit on this corner handle.
02:21 There we go. Now I need to point out that QR codes are
02:24 actually images inside of a frame, and just like an image, I can double-click on
02:29 it to select the image inside the frame, and then I can move it in the frame if I
02:32 want to. Of course, I don't want to do that, so
02:35 let me undo that with a Cmd+Z or a Ctrl+Z on Windows.
02:38 What I may want to do is edit this QR code.
02:41 Maybe the web address is wrong. Well, I'll double-click on this to go
02:44 back to the frame. Go to the Object menu, and now I can
02:48 choose Edit QR Code. Here I could update the URL.
02:52 For example, I'll change this to rouxacademy.com.
02:55 There we go, something like that. I could even change the color if I want to.
03:00 I'll click on the Color tab inside this dialog box, and then make this a
03:04 different color. Maybe green.
03:06 Click OK, and you can see that now the color is green, and if you were really
03:10 paying attention, you'll see that the QR code is actually slightly different now.
03:13 It's a different URL. By the way, I mentioned that these QR
03:17 codes are images, but the funny thing is, they do not show up in the Links panel.
03:22 You can scroll all day up and down here and you won't see them.
03:25 There's some kind of secret embedded image that don't show up in the Links panel.
03:29 Just something you need to know. Now some people think QR codes are just a
03:33 fad, but I don't think so. They're a great way to provide
03:36 interactivity or additional information in a very small space.
03:40 They're not for everyone, but if you need one, it's nice to know that it's just a
03:44 menu click away.
03:45
Collapse this transcript
7. Formatting Objects
Selecting objects
00:00 You've seen me selecting objects on pages throughout all the earlier movies.
00:04 But let's take a moment to really look at the details of selecting objects.
00:08 Because there are some subtle, and sometimes confusing aspects to this
00:11 seemingly simple task. The basic tools to select objects on our
00:15 page are, as you know, the Selection tool, otherwise known as the Black Arrow
00:19 tool and the White Arrow Direct Selection tool.
00:22 We can do almost everything we need with the Black Arrow Selection tool, so let's
00:26 start there. You know that you can select objects just
00:30 by clicking on them, and you know that you can select more than one object at a
00:33 time by Shift-clicking on more. You can also select objects by dragging
00:38 over an area. I'm going to click out here on the Paste
00:41 board, and then I'll drag out a Marquee over these objects.
00:45 Anything that this Marquee touches is selected.
00:47 Now in some cases, objects get a solid line with corner handles, but in other
00:53 cases selected objects get a dashed line. The dash line means that these are groups
00:59 of objects and I'm going to be covering groups in a later chapter.
01:02 I can select everything on my spread by pressing Cmd+A or Ctrl+A on Windows.
01:07 This selects all the objects on the spread.
01:09 And you'll notice that some of these objects are colored red, and some are
01:13 colored blue. These colors reflect what layer they're
01:16 on, and layers, too, is a subject that I'm going to be covering in a later chapter.
01:20 Now, if you want to deselect everything on your page, you could click some place
01:24 where there's no objects or you could press Cmd+Shift+A or Ctrl+Shift+A on Windows.
01:29 That's one you should definitely get into your hands.
01:32 Just do it a few times and get used to it.
01:34 It's a really handy one. That ability to deselect everything on
01:37 your spread with one keyboard shortcut. Okay, now here's something that confuses
01:42 a lot of InDesign users. If I click on this graphic on the lower
01:45 right corner, it selects it, right? But what if what I was really trying to
01:49 do is select what's behind that logo, a different image?
01:53 Well, you can select through one object to an object behind it by holding down
01:58 the Cmd key on the Mac or the Ctrl key on Windows.
02:01 And then clicking. I Cmd or Ctrl-click once, and it selected
02:06 through that object to the next object down.
02:08 That's the big group that takes up most of the right side of the page.
02:11 I'll Cmd or Ctrl-click again, and it selects another object behind that.
02:16 That image that runs along the bottom of this spread.
02:18 The I'll Cmd or Ctrl-click one more time, and it re-selects that top object.
02:23 That's because there's no more objects behind it.
02:26 Okay, I've mentioned in earlier movies the ability to double click to go inside
02:30 an object. For example, if I click once on this
02:32 graphic, it selects the frame. Double-click on it, and it selects the
02:36 image inside the frame. Double-click again, and it goes back to
02:40 selecting the frame. Same thing with text.
02:43 If I double-click on this text frame over here, it goes inside that text frame by
02:48 switching to the Type tool and placing the cursor right where I double-clicked.
02:52 Now, in this case, I can't double-click to get out again.
02:54 Because, of course, that will just select a word.
02:56 So instead, I hit the Esc key on my keyboard.
02:59 The Esc key switches back to the Selection tool and the frame is selected.
03:04 That double-click trick also works for groups, I'll click over here in this
03:08 black area, and I can see that I've selected a group.
03:11 I'm not sure how many objects there are in that group.
03:13 But, do know that I can go inside the group by double-clicking.
03:17 Now, one object inside that group is selected.
03:20 Then, when I want to go back and select the entire group again, I just
03:23 double-click again, or I could press Esc. I should point out that sometimes you can
03:29 change objects on your page even without selecting them.
03:32 For example, I have the Selection tool selected right now, and I'm going to roll
03:36 over this image, and then I'm going to click and drag.
03:40 You can see that actually moved them image inside the frame, even though I
03:43 never selected the image or the frame. That's because I clicked and dragged in
03:48 front of the content grabber. That's the little thing that looks like a
03:51 bagel or a lifesaver candy. It's right in the middle of graphic frames.
03:56 If you click and drag on that content grabber, it will move and grab even
04:01 without selecting it. And that's kind of a cool feature, but I
04:04 have to tell you, it drives me crazy. Because I'm always accidentally moving
04:08 images when I don't mean to. So, I'm going to undo that by pressing
04:12 Cmd+Z or Ctrl+Z on Windows. And I'm going to go turn off that Content Grabber.
04:17 To do that, I'll go to the View menu, choose Extras, and then select Hide
04:22 Content Grabber. Now when I move my Selection tool over a
04:25 graphic, I no longer see that little bagel and I can't accidentally move it.
04:29 I could still move the image because as I just mentioned, double-click choose the
04:33 image inside the frame, and then I can move it around.
04:37 Then, I could double-click to select the frame again, or the Esc key trick works
04:40 as well. There we go.
04:42 Now the other Selection tool that you need to know about is the Direct
04:45 Selection tool, the White Arrow tool. The White Arrow Direct Selection tool
04:50 lets you select inside objects in a different way.
04:53 In this case, I can choose a single point on a path.
04:57 You see what happens why hover over this frame,all the points on the path
05:01 highlight, and now I can click and drag. And I'm just moving that one point on the frame.
05:07 I can also move segments, that is the lines between points.
05:11 If I move my cursor on top of the segment, like this, the cursor changes a
05:15 little bit. That indicates that it's going to move
05:18 the segment, not the points. I'll click and drag, and you'll see that
05:22 that segment moves. Well, now that you've got the hang of
05:24 selecting objects in your documents, let's explore how to format those objects.
05:29 Starting with how to assign a fill or a stroke color.
05:32
Collapse this transcript
Applying basic strokes and fills
00:00 Need to set the color of an object? Well, do you want to color its background
00:04 fill, or its stroke, what some people would call its border?
00:07 InDesign, just like Illustrator, lets you apply a fill or a stroke color to any
00:12 object on your page, even text. I have my brochure document opened from
00:17 my Exercise Files folder. And I'm going to zoom in on this logo
00:20 down here in the lower right corner. I'll press Cmd+space bar or Ctrl+space
00:24 bar in Windows and drag an area over there.
00:27 Now, I'll select this graphic frame. And I want to put a stroke around it,
00:32 right on the edge of that graphic frame. To do that, I'm going to come up here to
00:36 the Control panel. And right in the middle of the Control
00:38 panel are two popup menus. The one on the top is the fill, and the
00:42 one on the bottom is stroke. Let's go ahead and fill that first.
00:46 I'll click on the fill popup menu and up comes the Swatches panel.
00:50 I can fill this with paper for example. That's what InDesign calls white.
00:54 Then, to close that popup menu, I could press the Esc key or just click anywhere
00:58 else on the screen. Now, let's change its stroke.
01:01 I'm going to give this a big black stroke.
01:03 First, I'll apply the black color. And then, I'm going to come over here and
01:06 change the size of this to something large, like 6 points.
01:10 That's a solid black stroke, I could change the style by choosing the style
01:14 popup menu right underneath the size. There's all kinds of options in here, I'm
01:18 just going to pick this one on the top called Thick, Thick.
01:22 The Control panel is the fastest way to make these kinds of changes, but you can
01:25 also make them over in the Swatches panel too.
01:28 I'll click the Swatches panel in the dock, and up comes the Swatches panel.
01:32 And it gives me the same kinds of controls.
01:34 In fact, it looks almost exactly like the one we saw in the Control panel, but
01:38 there's one big difference. And that is, the control over fill and stroke.
01:42 It's this little, tiny icon in the upper left corner, just like Adobe Illustrator.
01:47 Whichever icon is on top is the one that you're changing.
01:50 So, right now, the stroke icon is on top, so I'm going to change the color of my stroke.
01:55 If I wanted to change the color of the fill, I would have to click on that icon
01:59 to bring it to the front. So, now I can change the fill color, I
02:03 could make it red, or yellow, or let's say, green.
02:07 I can also change the tint of this color. I'm going to come up here and click on
02:10 the word tint. That's just a shortcut for selecting all
02:14 the text inside that field, and I'm going to type 50, 5 0, and then hit
02:18 Return or Enter to make it take effect. There we go, we've got a 50% green color
02:23 for the background fill. I'm going to cover colors and how to
02:26 create new color swatches in great detail in a later chapter.
02:30 By the way, if you squint, you'll see another tiny little icon in the upper
02:34 left corner here. It's a double headed arrow.
02:36 You'll see the same thing at the bottom of the Tool panel way over here.
02:40 That double headed arrow means swap the fill in stroke colors.
02:44 If you click on that, it literally switches the colors.
02:48 So, what was the fill color becomes the stroke color and vice versa.
02:52 I don't like that black. I'm going to change the fill to something
02:54 else, let's say red. That's really in your face.
02:57 All right. Now, as I'm looking at my beautiful
03:00 masterpiece here, I noticed that something is strange.
03:03 Something's wrong here. The red fill kind of sneaks out past this
03:07 green line into the middle part. This is called the gap of the stroke.
03:12 And right now, the gap is set to None, or transparent, so I can see through it to
03:16 the edge of that little bit of red sticking out.
03:18 I don't like that, so I'm going to change it.
03:20 And the way you fine-tune your strokes is with the Stroke panel.
03:24 So, I'm going to come over here and click on the Stroke panel in the dock.
03:28 And I can see that the type popup menu is set to that thick, thick stroke.
03:32 And there's a gap color set to None. I can change this gap color to any of my
03:36 color swatches. In this case, I'm going to choose Paper.
03:40 That looks okay, but actually, let's set it back to None for a minute.
03:43 Let me show you a different way I could do this.
03:45 Instead of changing the gap color, I could change the alignment, in other
03:49 words where does this stroke sit on the path itself.
03:52 And right now, I can see that the alignment is set to the center of the
03:56 path, that is one of those lines goes on the outside and the other one goes on the inside.
04:01 But if I click on this third button in the align stroke area, I get a very
04:04 different effect. The stroke is aligned to the outside of
04:07 the path. I think that looks much better.
04:10 By the way, if you ever need to make arrowheads, the Stroke panel is also
04:14 where you do that. For example, I'm going to come over here
04:16 and grab the Line tool in the Tool panel and I'm just going to drag out a line here.
04:20 I'm holding down the Shift key to keep it horizontal.
04:24 Let's go ahead and make this thicker up in the Control panel, I'll make it
04:27 something like 6 points. And I'll also change the color.
04:31 Let's make it blue. Then, to add my arrowhead, I go to the
04:35 Start and End popup menus inside the Stroke panel.
04:38 In this case, I'm going to choose End. And then, I'll choose the Barbed arrowhead.
04:42 There we go. That looks much better.
04:44 Now, as I mentioned at the beginning of this movie, you can also apply fills and
04:48 strokes to text. Let me show you how.
04:50 I'm going to zoom back to fit the spread in the window with a Cmd+0 or Ctrl+0, and
04:55 then jump to the next spread by pressing Option+Page Down or Alt+Page Down.
05:00 Now, this purple text in the upper left corner looks pretty good, but I'd rather
05:03 have it stroked with purple, not filled. To do that, I'm going to select it with
05:07 the Type tool. I'll simply drag over it with the Type tool.
05:10 And then, I'm going to zoom in to 400% with a Cmd+4 or Ctrl+4 on Windows.
05:15 And remember how earlier I said you could swap the feel and the stroke?
05:19 Well, why don't we just do that, that's an easy way to get the effect that I want.
05:23 Down here at the bottom of the Tool panel, I'll click that little double
05:26 headed arrow. And now, I've got a purple stroke with a
05:28 None fill. You could literally see right through it
05:31 if it had a background. Now, this is still fully editable text.
05:34 For example, I could select a letter there and change its color to something different.
05:39 Let's make that one blue. Or, I could even come in here and just
05:42 delete it and type something different. There's so much more that you can do with
05:47 fills and strokes. And I'm going to be covering much more of
05:50 this later in the chapter. But first, I need to talk about coloring
05:53 a different kind of thing. Images.
05:55
Collapse this transcript
Colorizing images
00:00 Sometimes you need to colorize an image. That is, apply a color to an imported image.
00:04 And you can do this in InDesign, but there are conditions.
00:07 It has to be a pixel-based image, like something from Photoshop, no illustrator
00:12 Vector files. The image has to be saved in grayscale
00:16 mode and already be color. And there can be no transparency in the image.
00:20 That means, it has to be a flattened, gray scale image kind of like a TIFF or a JPEG.
00:24 Maybe a PSD file. Let me show you how it works.
00:27 First, I'm going to import an image, I'll use my Graphic Frame tool to draw out a
00:31 frame over this whole left side of this brochure.
00:35 Then, I'll go to the File menu and choose Place.
00:39 I'm looking at the Links folder from inside the Exercise Files folders, and
00:42 I'm going to scroll down here until I find the image I want.
00:45 There it is, it has the word gray in it. It's a JPEG.
00:48 I'll click Open, and InDesign places that image into that frame.
00:52 It's not filling the whole frame so I'm going to come up here to the Control
00:55 panel and click the Fill Frame Proportionally button.
00:58 There we go, that looks a lot better. Now to apply the color to that image, you
01:03 might be tempted to come over here. Choose a Selection tool, and then go to
01:07 the Swatches panel. Make sure I've got fill on top, and click
01:11 a color. But that does something different.
01:13 That actually fills the frame with that color.
01:16 It doesn't change the color of the image. Now, I've got a grey scale image sitting
01:21 on top of a bright pink frame. That's not what I was trying to do.
01:24 I was trying to colorize the image itself.
01:26 So let me undo that with a Cmd+Z, or Ctrl+Z on Windows.
01:30 And instead, I need to select the image inside the frame.
01:34 Remember, the image and the frame are two separate things.
01:37 So, I'll double-click on this image to select the image inside the frame.
01:41 And now, I can go the Swatches panel and pick a color.
01:45 Depending on what effect I'm trying to get, I'll choose a different color.
01:48 Let's try this blue down here. That looks nice.
01:51 Of course, this image is overlapping my other images.
01:54 So, I need to send it behind. To do that, I'm going to press the Esc
01:57 key or I could've double-clicked on it to choose the frame instead of the image.
02:01 And then, I'll go to the Object menu and choose from the Arrange submenu.
02:05 Send it back. That looks much better.
02:08 I can't tell you how many people have emailed me saying they can't figure out
02:12 how to achieve this effect. Well, now you know.
02:15
Collapse this transcript
Adjusting transparency
00:00 What's the number one coolest most amazing feature in InDesign?
00:04 Well, XML of course. No, no, no I'm just kidding, it's transparency.
00:08 And we've already looked at how InDesign can import images with transparency.
00:13 Now let's take a step farther and look at how you can apply transparency effects to
00:16 any object in InDesign. I have my Rue Flyer document open from my
00:20 Exercise files folder and I'd like to apply an interesting transparency effect
00:24 to this word, art. So I'll select it and then Zoom into 200%
00:29 by pressing Cmd+2 on the Mac or Ctrl+2 on Windows.
00:33 Now I'm going to open my control central for all transparency effects, that is,
00:37 the Effects panel. I have it over here in my doc, so I'll
00:40 just click on it. If you don't see it in your doc, then
00:43 either switch to your workspace to advanced or go to the Window menu and
00:47 choose Effects. You can apply a transparency effect to
00:51 any object on your page, whether it's a graphic frame, a text frame, a line or whatever.
00:55 The first thing we're going to do here is change the opacity, here in the upper
01:00 right corner. That's how transparent this object should be.
01:03 Right now it's set to 100%, so you can't see through it at all.
01:07 But, if I click here on the word opacity, that selects that field.
01:10 So I can type 50, and then return or enter.
01:13 And now, all the text, the whole object, is 50% opaque or 50% transparent.
01:19 I can also use this little slider to the right of the field to increase or
01:23 decrease the opacity. Now the second transparency effect you
01:26 can apply here is the Blending mode. That's the popup menu over here on the left.
01:31 Right now, the Blending mode is set to normal, but you can see that we have a
01:35 lot of different options here. Almost all the options from Photoshop and
01:39 Illustrator show up here. So for example, we could change this to multiply.
01:43 That kind of burns the effect in. Or we could choose Screen.
01:48 Screen is just the opposite of Multiply. It's kind of like shining lights on a screen.
01:52 Multiply always makes the effect darker. Screen always makes it lighter.
01:56 I should point out that if you want to see your transparency effects as best as
02:00 possible, you should go to the View menu, choose the Display Performance sub-menu,
02:04 and then choose High-Quality Display. That way you can see the high resolution
02:09 images and high quality transparency effects.
02:12 It won't affect how it's going to print out but it does make them look better on screen.
02:16 Alright, that's looking pretty good. Now I want to pay attention to this white
02:20 box up here. I'll select that and then I'll press Cmd-
02:24 on my keyboard or Ctrl- a couple of times.
02:27 When I do that it Zooms Out and centers it on the screen.
02:29 This white frame with all this black text in it looks pretty good but, I'd like to
02:34 see through the white a little bit. Now, I could select this and then go to
02:38 my Effects panel and change the opacity to say 70%, but the problem with this is
02:43 that it makes the entire object 70% opaque.
02:46 That is, I can see through the background but I can also see through the text.
02:50 It made that black text kind of gray text.
02:53 I don't want to do that so let's go ahead and set that back to 100%.
02:57 Instead what I want to do is change the opacity of the background fill but not
03:02 the text. Fortunately the Effects panel let's me do that.
03:05 It all has to do with what is selected in this list.
03:09 Right now Object is selected which means that the opacity and blending modes are
03:12 going to be applied to the entire object. But in this case I'm going to choose Fill.
03:17 Now any change I make in the Effects panel will only affect the Fill of this object.
03:22 So again, I'll change this to 70%. You might not see such a big difference
03:27 here on the screen, but believe me it makes a big difference.
03:30 The background fill is transparent but the text is nice and solid.
03:34 By the way, you don't have to open the Effects panel to do all of these things.
03:38 Even if the Effects panel were closed, you can still get to many of those
03:41 effects up here in the Control panel. It's this area over here.
03:45 For example, I could change the transparency from 70% up to 80%.
03:51 That makes it a little bit less transparent.
03:53 I can also tell InDesign what part of the object to effect in this popup menu over here.
03:58 That's the same thing as selecting one of those items from the list inside the
04:02 Effects panel. Changing the opacity or blending mode of
04:05 an object is cool, but it's just the beginning when it comes to InDesign's
04:09 transparency features. In the next few movies, we'll look at
04:12 some of the most common transparency effects, starting with everyone's
04:15 favorite, the Drop Shadow.
04:17
Collapse this transcript
Adding drop shadows
00:00 Drop shadows, the effect that everyone hates to love.
00:03 But it's true. Everyone loves drop shadows, because they
00:06 give a sense of depth to a page. They make things pop.
00:10 Let's see how you can make a drop shadow in InDesign.
00:13 I'm going to select this image here, this photographer, and I'm going to put a drop
00:17 shadow behind him. You can apply a drop shadow to any object
00:20 on your page. Images, text frames, lines, doesn't matter.
00:23 But in this case, I'm going to do it to a graphic.
00:26 You can apply a drop shadow in one click by going up to the control panel and
00:30 clicking on this kind of fuzzy icon right here in the middle.
00:33 The problem is, when you do it that way, you almost always get a too big, clunky,
00:38 yucky shadow. I don't like to do it that way.
00:40 I want to have more control over my drop shadow.
00:43 So, I'm going to turn that off by clicking again.
00:45 And instead, I'm going to go to this other pop up menu, just to the right.
00:49 The Effects pop up menu. And I can choose Drop Shadow here.
00:52 Or if I have the Effects panel open, I can get to exactly the same pop up menu
00:57 down at the bottom. There it is, there's the Effects panel.
01:00 When I choose any of these effects, up comes the Effects dialogue box.
01:05 And this gives me a lot of control over exactly where this drop shadow will sit
01:08 and how it looks. I'd better move it out of the way a
01:11 little bit so I can see my image. And now I can change the color, the
01:15 blending mode, the opacity, you know, how dense it is.
01:18 Let me bring this down a little bit, perhaps 60% instead, and I'll turned the
01:22 preview check box on, so I can see what I'm doing.
01:25 I can also change its position, right now it's kind of far away from the image, I'm
01:29 going to make it smaller. Maybe four points.
01:33 I'll hit Tab to apply that change and then I'm just going to tab down to the
01:37 size field. I can change the size, maybe make it a
01:40 little bit bigger. How about eight points?
01:43 That kind of blurs it out a little bit. Makes it a little bit more subtle.
01:46 And the last thing I'm going to do is change the noise.
01:49 I always like adding a little bit of noise.
01:52 Just 3 or 4%. You don't need very much, but it makes it
01:55 significantly more natural looking. Now I'll click OK, and I can see my drop
02:00 shadow behind the guy. Now I know there's a transparency effect
02:03 applied to that, this drop shadow, not just because I can see it on screen, but
02:07 also because I'm looking at the Effects panel and I can see a little effects icon
02:11 in here. If I hover over that effects icon, it
02:14 actually tells me there's a drop shadow here.
02:16 That effects icon is not just an indicator that there's some effect
02:20 applied to this object. It's also a tool, a feature.
02:23 I can use it for something. Let me show you.
02:25 I can actually drag that little effects icon out of this panel and on top of
02:29 another object. For example, I'm going to drag it on top
02:32 of this logo here. And when I let go of the mouse, you'll
02:35 see the drop shadow was applied, even though I didn't have that object selected
02:39 on the page. I'll select it now, and I'll zoom into
02:42 400% with Cmd+4, or Ctrl+4 on Windows, and you can really see it now.
02:47 But the effect is a little bit too diffuse, too subtle for me.
02:50 I want to make it a little bit sharper. Now I could go back to the Effects pop up
02:54 menu and choose Drop Shadow again, but in this case, all I need to do is double
02:58 click on the effects icon. That brings up the Effects dialog box
03:01 again, and now I can change it. Now I'm just changing this object,
03:05 whatever object on the page is selected, not that photographer guy.
03:08 I'm going to make this a little bit darker.
03:10 Maybe make it 80% instead. And I'll make this a little bit smaller,
03:14 as well, maybe three points. And I'll tab down here and make this size
03:18 three points, as well. That still seems like the distance is too far.
03:21 Why don't we change this to maybe one and a half points?
03:24 There we go. That's better.
03:26 Now I still see my noise, so that's good, and I click OK and I can see the drop
03:30 shadow looks pretty nice now. Now drop shadows are cool but there's no
03:34 doubt that they can be overused and end up making your document look hackneyed so
03:38 proceed with caution.
03:40
Collapse this transcript
Using other transparency effects
00:00 Drop shadows are nifty keen, aren't they? Yes, I actually said that.
00:04 I actually used the word nifty keen. But there are even niftier, keener
00:08 effects in InDesign. All kinds of special Photoshop-like
00:11 effects that you can apply to any object. Let me show where you can find them.
00:15 I want to place a little bit of a glow behind this object, this logo in the middle.
00:19 I'm going to select it, zoom to 400% with Cmd+4 or Ctrl+4.
00:24 And then, I'm going to go to the View menu, choose Display Performance, and
00:27 turn on High Quality Display. That way I can see the quality of both
00:31 the artwork and the transparency effect much better.
00:34 Now, I'll open my Effects panel and I'm going to apply an effect called Outer Glow.
00:39 I'll choose that right out of this little effects pop up box.
00:42 That's pretty cool, it give it a kind of ethereal look.
00:45 As you can see, there are many other effects that you can apply to objects
00:49 inside this dialog box. I'm just going to hit enter or return and
00:52 close that dialog box, and let's go apply another one.
00:56 I'll zoom out to fit this spreadened window with Cmd+Option+0 or Ctrl+Alt+0.
01:00 And I'm going to select this image, at the bottom part of my screen, this graphic.
01:05 Now, the effects panel tells me there's already an effect applied to this.
01:08 And if I hover on top of this Effects icon, it tells me there's an effect
01:12 called Gradient Feather. There are actually three kinds of
01:15 feathers in InDesign. Basic feather, directional feather or
01:18 gradient feather. And each of those controls how objects
01:21 blend out or fade from opaque to transparent the gradient, but the fact is
01:26 the most powerful of all three. Let me show you.
01:29 I'll double-click on the Effects icon and up comes the Effects dialog box.
01:34 The gradient feather actually gives you gradient stops and a gradient ramp.
01:38 And you can control exactly how transparent the objects should be at each point.
01:42 Per instance, this gradient stopped right here, which I just clicked on because
01:46 it's 100% opaque. That means there's no transparency.
01:50 But on the other end of it, click on this one, you can see that is a 0% opaque, is
01:55 fully transparent. And up above, there's a little diamond
01:59 that you can brag back and forth that lets you control how quickly it moves
02:04 from one to the other. Because the Preview check box is turned
02:07 on in this dialog box, I can actually see what's going on right on my page.
02:11 Over here, it's mostly opaque. But if I drag it to the left, it's mostly transparent.
02:16 I could even change the angle of this feather by dragging this line around.
02:20 Or adjusting the value in this field, I'm going to set this back to 90 because I
02:25 just think it looks better that way. Now, you may notice that as I'm making
02:28 these changes, it's affecting the side, the left side of the image but not this
02:32 part over here. That's because these are actually
02:35 different images, completely different graphic frames, they just look like
02:39 they're connected. Alright, I'm going to click OK.
02:41 I'm going to press Option+Page Down or Alt+Page Down on Windows, and we'll go to
02:46 the next spread and apply a couple more transparency effects.
02:49 How about to this text in the upper left corner here?
02:52 Remember, you can apply a transparency effect to any object, whether it's a text
02:57 frame, graphics, lines, anything. You can not apply transparency to
03:01 individual bits of text. Like one word inside of a text frame,
03:05 just the whole object, the whole frame itself, and all the text inside it.
03:09 I'm going to zoom in to 400% with a Cmd+4 or Ctrl+4 on Windows, and I'm going to
03:13 apply kind of a 3D look to this. So while this is selected, I'll choose
03:18 Bevel and Emboss out of my Effects panel. I better move this dialog box out of the
03:23 way a little bit more. But right away, I can see that this is
03:26 too strong. It's too big.
03:28 You can barely see the effect at all. But when I change this size down to about
03:32 two points and I'll hit Tab, you can see that it looks much better.
03:37 I'll click OK, and now I'm going to move down to the lower right corner of this spread.
03:43 I'll do that by holding down the Option+Space bar or Alt+Space bar on Windows.
03:47 And then, I'll click and hold for a moment, and that puts me into Power Zoom mode.
03:52 Then, I'll just drag over to the right and down a little bit, there we go.
03:56 And then, let go of the Mouse button, and that zooms me back into 400%.
04:00 I still have the Selection tool selected, so I'm going to drag over these two
04:04 frames to select them. This time, I'm going to apply an Inner Shadow.
04:08 I'll do it from up here in the Control panel, just to change things up a little bit.
04:12 I'll choose Inner Shadow, and up comes the Effects dialog box, and now I'm going
04:16 to change these values just a little bit. Maybe I'll give it an opacity of
04:20 something darker, like 85%, and hit Tab. You can already start to see a little bit
04:25 of darkening in the upper left corner of each of these images.
04:28 That gives it a little bit of a 3D effect, almost as though it's inset into
04:32 the page. I'll change the distance to something
04:35 smaller, maybe four points. Let's go ahead and leave the size alone.
04:38 I'm just tabbing through these fields, but what I will do is change the Choke value.
04:43 The Choke value let's you control how quickly the effect fades out.
04:47 As I increase this value, maybe setting to 20% or so, you'll see that it gets
04:52 darker more intense. I can also use a slider to do it interactively.
04:56 If I bring it way in, it gets crazy dark. So, I'm going to just bring this back
05:01 again just a little bit to make it a little bit more intense.
05:04 I'll click OK, and that looks pretty good.
05:07 But there's one last thing I need to tell you about transparency.
05:10 And this is an important one. It's how to get rid of it.
05:13 How to delete the transparency effect. And there's two ways to do that.
05:17 First, while the objects are selected, I could drag that little Effects icon down
05:22 into the Trashcan at the bottom of the panel.
05:24 Or I could go to the Effects Panel menu and choose Clear All Effects.
05:29 That clears all the effects that applied to these objects.
05:33 Obviously, the options for cool effects in InDesign are endless.
05:36 In fact, if you want to see amazing effects that anyone can learn how to do
05:40 in InDesign, check out Mike Rankin's title called InDesign FX.
05:44 It's here on the Lynda.com online training library.
05:47 Sometimes, it takes a little work to build these effects.
05:49 But fortunately, once you find an effect that you like, you can easily copy it to
05:54 other objects. One way to do that we saw earlier, that's
05:57 to drag that little Effects icon. Another way is to create an object style,
06:01 which I'm going to show you how to do in a later chapter.
06:04 In the next movie though, we'll focus on a third feature that lets you copy
06:07 formatting, the Eye Dropper tool.
06:09
Collapse this transcript
Copying formatting with the Eyedropper tool
00:00 When you're laying out a document, you often find yourself needing to copy
00:04 formatting from one place to another. Now, one way to do that is styles,
00:08 paragraph styles, object styles, and so on.
00:10 And I'm going to talk about those in a later chapter.
00:13 But another sometimes faster way is to use the Eyedropper tool.
00:16 Now, there are two ways to use the Eyedropper tool in the Tool panel.
00:20 And most people find it's a little bit non intuitive.
00:23 So pay attention, you'll catch on. The first way to use the Eyedropper tool,
00:27 is with an object or some text selected. In this case, I'm going to select this
00:31 text down in the lower left corner by double clicking on it and yhen selecting it.
00:36 Now, I'll choose the Eyedropper from the Tool panel.
00:40 I'm going to use the Eyedropper tool to apply some formatting to whatever is
00:44 selected by clicking on some other text with this eyedropper tool.
00:47 In this case, I'm going to pull out the formatting from this text, way up here.
00:52 When I click on it, it automatically sucks up all of this formatting and
00:56 applies it to whatever was currently selected on the page, in this case, the text.
01:01 You'll notice too that the Eyedropper icon has changed.
01:04 It was a white empty icon which indicated that it was ready to copy the formatting
01:09 but now it's a black full Eyedropper. That means I can apply that formatting
01:14 where ever I want to use it. Now in this case that was the only place
01:17 I wanted to use the formatting but let's go look at another example.
01:21 This person's name, in the upper right corner, has some special formatting
01:24 applied to it. I'd like to use that formatting in other
01:27 places in my document. Let's go ahead and zoom in on this.
01:31 Command spacebar drag or Ctrl spacebar drag.
01:34 And that zooms in on that text frame. So, here's the second way to use the Eyedropper.
01:39 While nothing is selected on my page, I'm going to grab the Eyedropper tool and
01:43 click on this text. I'll press Cmd>Shift>A or Ctrl>Shift>A on
01:47 Windows and that makes sure that everything's deselected.
01:49 Now, to turn that full eyedropper into an empty eyedropper so that I can pick up
01:54 that formatting, I can either hold down the Opt or Alt key or I could just go
01:58 back over and click on the Eyedropper tool again.
02:01 So, once again, nothing is selected on my page and I'm going to move my Eyedropper
02:05 on top of that text and click. That loads that formatting into the
02:09 Eyedropper tool. Now it's ready to start applying the
02:12 formatting wherever I click. But here I'm not going to click.
02:16 I'm going to click and drag. And that applies the formatting to any
02:19 text that I drag over. For example, I can simply click and drag
02:23 on this word, Pegasus. Let's do it some more.
02:26 I'll click on this word Roux. And in this word environment, whatever I
02:32 drag over gets that formatting. So you can see that I can apply this same
02:36 formatting very quickly using that full Eyedropper and it doesn't have to be
02:40 copying the formatting into the same story.
02:42 I could copy that formatting into a different story too.
02:45 For example, I'll hold down Option+spacebar or Alt+spacebar so I can
02:50 drag over here, scroll over to the other side of the page, and I can just drag
02:54 over some text in this frame here. Now, it did apply it to that one word,
02:58 but it applied something else to the rest of the paragraph.
03:01 Why did it do that? Why did it apply so much formatting to
03:04 the entire paragraph? Well, by default, the Eyedropper tool
03:08 picks up all the formatting that we clicked on, including the font and size.
03:12 But also the underlying paragraph formatting.
03:15 You can control that however. Let me undo this with a Cmd+Z, or a
03:19 Ctrl+Z on Windows, and I'm going to double click on the Eyedropper tool.
03:24 When you double click on the tool it opens the Eyedropper options dialogue box
03:28 and now we can turn off the parts that we don't want to copy.
03:32 I don't care about stroke or fill or paragraph or object settings.
03:36 In this case I'm only caring about the character settings.
03:39 Now I'll click OK and I can click on some text down here.
03:42 That stuff I want to copy. This word environment will do.
03:45 I'll click on that and it loads the cursor.
03:47 Now when I drag over this word, it only applies the character formatting.
03:52 Now, it did change the leading, the amount of space from one line to the
03:55 next, and that's because leading is a character attribute, I'll talk about that
03:59 in a later chapter. Okay, the Eyedropper tool works great for
04:03 text, but it's not just for text, it works for objects too.
04:06 For example I'm going to choose the Selection tool and then I'm going to pan
04:10 up here to the top of my page. I have kind of an interesting effect
04:13 applied around the border of this image, and also an inner shadow effect, and I'd
04:17 like to take that same formatting and apply it to these other three images on
04:21 the page, and once again there are two ways to use the Eyedropper tool.
04:25 The first way is to select all three of these images.
04:29 Then I'll choose the Eyedropper tool, and click on the edge of this image over here.
04:34 I have to click on the edge of the objects because I'm trying to pull up the
04:37 formatting of the frame, not the image inside the frame.
04:40 So I'll click here and nothing happens. The Eyedropper filled, but nothing was
04:46 applied to those other frames. Why?
04:48 Well, remember I just changed the Eyedropper options a moment ago.
04:52 I'd better go back and change them to pick up the object formatting.
04:55 Double click on the tool, turn on all these check boxes, I don't really care
04:59 about the text formatting, but I might as well leave them on.
05:02 I'll click OK, and now let's try it again.
05:05 Those objects are selected, and one more time I click right on the edge of this
05:09 frame up here, and now it applies it to all of those other objects.
05:14 So that's one way I can use the Eyedropper tool.
05:16 The other way is to not select any of those objects, let me undo this with a
05:19 Cmd+Z or Ctrl +Z on Windows, and now I'm going to press Cmd Shift A or Ctrl+ Shift
05:25 A to deselect everything on my page. Finally I'm going to reselect the
05:29 formatting from this object by holding down the Option or the Alt key, which
05:34 turns it into the empty eyedropper and I'll click on the edge of this frame, and
05:38 it fills it up. Now I can start applying that formatting
05:41 wherever I want to. I'll click on this frame edge and then
05:45 this frame edge. You get the idea.
05:48 I could now go to any frame in my document and apply that same formatting.
05:52 The Eyedropper tool is great for the quick formatting pick up from here to
05:56 there, but honestly, if you need to apply a lot of formatting throughout a
05:59 document, styles are a much better way to go.
06:03 As I said, I'll explore those in a later chapter.
06:06 But there is one other way to apply formatting quickly throughout your whole
06:09 document, and that's the find change dialog box.
06:12 And that's where we're headed next.
06:13
Collapse this transcript
Finding and changing object formatting
00:00 When I'm working on designing or laying out a document, I don't want to be
00:04 bothered by mind-numbing tasks. For example, can you imagine working on a
00:08 200 page document like this. And then your client or art director said
00:11 something like, hey, can you make all these graphics over here have a different
00:16 colored background and change the stroke around them?
00:18 Oh man, this kind of thing would make me scream if I didn't have the find change
00:22 feature to do it for me. But I do, and it lives just where you'd
00:26 expect, the Find Change dialog box. I'm going to open the Find Change dialog
00:30 box by going to the Edit menu and choosing Find Change.
00:33 Or you could press Cmd+App or a Ctrl+App on Windows.
00:36 Now right now, it's set to the Text tab. I want to change it to the Object tab.
00:41 The Object tab lets me search and replace object formatting, like strokes and
00:46 fills, and all that kind of object formatting stuff.
00:48 I'll move this dialog box out of the way a little bit so I can see my graphic
00:52 frame and I can see that all my graphic frames have a black stroke around them.
00:57 So, I'm going to go search for graphic frames with a black stroke.
01:00 To do that, I'm going to click in this blank area in the Find Object Format section.
01:05 That opens up the Find Option Format options dialog box.
01:09 This let's me dial in exactly what we're looking for.
01:12 In this case, I'm going to click on the File pane and then say I want it to have
01:15 a fill of none. Then, I'll click on the Stroke pane and
01:19 say, it has a stroke of black. Now I could make this even more precise
01:24 by saying only find objects that have a stroke of one-point black, if I wanted to.
01:28 But in this case, I'm going to leave it blank.
01:30 That way it's more flexibile. In other words, it'll find any frame that
01:34 has a stroke of black, not just one-point strokes.
01:37 I'll click OK, and you can see that InDesign fills all of that in here.
01:40 Now, I'm going to click in the blank area in the Change Object Format section.
01:44 So, what do I want to change it to? Let's say I'll fill this with cyan, maybe
01:50 a tint of cyan. How about 15%?
01:53 And I'll stroke this one, too. How about we say a stroke of something
01:56 different, maybe magenta. That'll be crazy.
01:59 Let's make this really big like six points.
02:02 And how about we set the type to something like Japanese dots?
02:05 I don't know why. Maybe that's what my client wants.
02:07 Okay, let's try it out. I'll click OK, and it loads all of that
02:12 in here. Now, there's one more thing that I want
02:14 to change here, and that's the scope of what it's looking for.
02:18 I can tell it to search all the documents, that means all the documents
02:21 that are open right now, or just this document.
02:24 I can also tell it what kind of frames to look for.
02:27 I don't want it to search for any frame. In this case, I only want it to search
02:31 for graphic frames. So, I'll specify that here.
02:34 Alright, I'm ready to go. Let's try it out.
02:37 I'll click Change All, and it goes through and finds 11 objects in this chapter.
02:41 Now honestly, this could have been 1,100 objects and it would've gone just as fast.
02:45 I'll click OK, and then I'll press Esc or Cmd+F or Ctrl+F on Windows to close the
02:51 Find Change dialog box again. That same keyboard shortcut opens and
02:54 closes it. Now, I'm going to go through my document
02:57 and make sure they're all changed by pressing Option+Page Down or Alt+Page
03:01 Down to go one spread at a time. As you can see, it's gone through and
03:05 changed each of these. Looks pretty good.
03:08 Alright, let's do one more. I'm going to press that Cmd+F or Ctrl-F
03:12 to open the Find Change dialog box. I'll go back to the object tab and I'm
03:16 going to clear out all of this formatting and I'll do that by clicking on this
03:19 little Trash Can icon. That just clears out the formatting.
03:23 Now, this time I'm going to search for all of the text frames in my document.
03:27 So, I'm going to change the type to text frames and I'm going to leave the find
03:30 object format blank. I don't really care what the formatting is.
03:33 I'm just looking for all text frames. But when it finds a text frame, I want it
03:38 to apply some formatting. So, I'm going to click down here in this
03:41 blank area and I'm going to say, let's go ahead and give this a stroke again.
03:45 How about a black stroke? Not quite so crazy this time.
03:48 How about just two points? And let's make it solid.
03:52 Then, I'll go to the Text Frame general options, and I'll give it a couple
03:55 columns in here. A two-column with a 14 point gutter.
04:01 Let's go ahead and give it some text inset as well, about 9 point, and I'll
04:05 click on this little icon to make all those fields the same.
04:08 You get the idea. You dial in exactly the way you want
04:11 these things to look, and then you click OK.
04:14 Now, as soon as I click Change All, InDesign goes through the entire document.
04:18 Finds all of my text frames, and turns them into two column text frames and puts
04:23 that stroke around them. I'll click OK.
04:25 Close that dialog box, and then I'll press W to go into Preview mode.
04:29 Now, we can see they all have strokes and they look just the way we wanted them to look.
04:33 Now, I'm not saying that it looks good or that you should do this.
04:37 I'm just saying that's what my art director asked for.
04:40 Now, I happen know a bunch of people on the InDesign Engineering Team and they
04:43 all say the same thing. Their aim in life is to make mind numbing
04:47 painful tasks easy and automated so that you can focus on what you do best, making
04:52 great looking pages. This Find Change feature is a great
04:56 example of how they're really succeeding.
04:58
Collapse this transcript
8. Color
Creating color swatches
00:00 The Swatches panel, over here in the dock, is central headquarters for your
00:04 documents colors. And as we saw in an earlier movie, you
00:07 can use it to apply fill and stroke colors to any object or text on your page.
00:12 But what if you get tired of the colors listed here?
00:14 What if you want something more? Well, let's look at how you can create a
00:18 new color swatch for your document. When you want to create a new color
00:22 swatch, open the Swatches Panel menu in the upper right corner and choose New
00:26 Color Swatch. In the New Color Swatch dialog box, the
00:30 first thing you need to decide is what color type to choose.
00:33 There's two options, Process or Spot. Spot should only be used if you're going
00:39 to be printing on a printing press and you know that your printer is using
00:42 special pantone inks, those are spot inks or varnishes, things like that.
00:48 If you want to make a spot color, choose Spot and then choose from the Color Mode
00:52 popup menu. You can choose one of these Pantone Plus
00:55 Color Libraries. For example, Pantone plus Solid Coated.
01:00 You can type the Pantone number in here. For example, I like 286.
01:05 I'll type the 286 and it jumps right to it.
01:08 Now I have a choice. If I click OK, it'll add that swatch to
01:11 the swatches library and close the dialogue box.
01:14 But in this case, I'm going to click Add. That adds it to the swatches library but
01:19 keeps the dialogue box open. Now in the vast majority of cases you're
01:22 going to be creating process colors not spot.
01:25 So I'll try one of those. I'll change the color mode back to CMYK
01:30 and then I'll change the color type to process.
01:33 Generally you want your process colors to be either CMYK or RGB.
01:37 If your document is going to be printed you almost certainly want them to be CMYK.
01:42 But if its mostly for on screen viewing, then an RGB color swatch is fine.
01:47 In this case, I'm going to leave it set to CMYK, and from here we can define our color.
01:52 I'll change this. Add a little yellow.
01:54 Pull out the magenta. Get this kind of green color.
01:56 And let's go ahead and name it. There's two options for naming.
02:00 You can either type your own name. For example, I can call this happy green color.
02:05 Or you could choose name with a color value.
02:08 I'm just going to leave this set to happy green color, for now, and click add.
02:12 Let's go ahead and pick some other color, here too.
02:14 Let's just pick some random color, here, kind of make it a interesting dark purple.
02:19 And this time, I'm going to turn on name with color value.
02:23 And you can see that InDesign types in the CMYK settings for me.
02:27 I'll click OK and InDesign adds that to the Swatches panel, as well.
02:31 So, I now have three new color swatches in the Swatches panel.
02:34 Now, a very big warning. If any object had been selected on my
02:39 page when I created those color swatches the last color I created would have been
02:43 applied to that object, and that's the reason I recommend that you deselect
02:47 everything on your page before you create color swatches.
02:50 Okay, now let's go ahead and apply those color swatches to objects on our page.
02:55 In this document, this Roux catelog from the exercise files folder.
02:59 This happens to be one big group. So I have to double click to actually
03:03 select an object inside that group. I'm going to double click to grab that
03:07 orange object. And I'll apply this green color.
03:10 Down at the bottom there's happy green. Let's go ahead and make the Swatches
03:16 panel little taller, so I can see all my colors at the same time.
03:19 Now, I'm going to click on this blue object down here, and I'll apply the
03:23 purple color. All right.
03:24 That's looking kind of dramatic. But what if I want to edit those colors?
03:28 What if I didn't get that green just right, for example.
03:31 What do I do? Well, I've got two choices.
03:33 I could double click the happy green color right here.
03:37 But that would not only edit it it would also apply that green to anything I have
03:41 selected on my page so that's a little dangerous.
03:44 So instead of double clicking I'm going to Right click, or Control click with a
03:49 one button mouse and then I get a Context menu and I can choose Swatch Options.
03:53 This really should have been called Edit color, and that's what it is.
03:56 It lets you edit the color. I'm going to come in here and change the
03:59 color to something else, maybe make it a little brighter, something like that.
04:03 Looks pretty good. And then, I'll click OK.
04:06 When I do that, you can see that not only was this color changed in the Swatches
04:10 panel, but any object that was filled or stroked with that color throughout the
04:14 whole document is also changed. Okay here's another challenge.
04:18 What do you do if you want to get the same colors into a new document.
04:22 Well once again you've got a couple of choices.
04:24 One option is to copy some objects that have the colors applied to them.
04:29 For example this purple object is selected right now and I'll Shift click
04:32 on the green object to select that too. Now, I'll go to the Edit menu and copy it.
04:37 I'll create a new document by going to the File menu, New Document, and I'll
04:42 just use my default values here and click OK, and then I'll paste.
04:47 When I paste those objects into the new document, the colors come along for the ride.
04:52 There they are, down here at the bottom of the Swatches panel.
04:54 I can delete these objects off the page if I want to.
04:57 I'll just press the delete key, but the swatches stick around.
05:00 There's another way to get colors from one document to another, and that is in
05:04 the Swatches panel menu, you can choose Load Swatches.
05:09 Load swatches lets me pull in colors from any InDesign document on disk.
05:13 Or, I could also tell it to load colors from an ASE file saved to disk.
05:18 That's the Adobe Swatch Exchange format. I can create those out of Photoshop or Illustrator.
05:23 So the Swatches panel is one way to create and apply colors InDesign.
05:27 There's another way, too. It's called the Colors panel.
05:29 And in the next movie, I'm going to show you how to use that, and why you might do
05:34 or might not want to.
05:35
Collapse this transcript
Understanding the danger (and power) of unnamed colors
00:00 Some people spec all their colors, far ahead of ever applying them in their documents.
00:05 Others like working more interactively, playing with colors as they lay out a page.
00:09 And you can work either way in InDesign, but if you're in the play as you go
00:13 corner, you're probably going to like using the Colors panel.
00:16 You can find the Colors panel by going to the Window menu, choosing the Color
00:20 submenu, and then choosing Color. You can also find a version of the Color
00:24 panel hiding inside the Control panel. You know, normally when you click on
00:28 these little buttons up here for fill and stroke, you get the Swatches panel.
00:32 But if you hold down the Shift key when you click instead, you get the Color panel.
00:37 So that's kind of cool. Just a little-known fact.
00:39 But I'm going to hide that, and I'm going to use the floating color panel instead.
00:43 Because it's easier to see, easier to demo with.
00:46 I'm going to create and apply a color on the next spread of this document.
00:49 So I'll press Option+page down or Alt+page down to jump there.
00:53 And let's move this Color panel off to the side a little bit.
00:56 I'd like to apply a color to this word, Roux.
00:59 So I select it with the Selection tool, and normally, you'd think that you'd have
01:03 to select that text with the Type tool first.
01:05 Well, you don't have to. I've selected it with the Selection tool,
01:09 and now I'm going to go up here to the Color panel and I'm going to click on
01:12 this little T button. That T means apply the color to the text
01:17 inside the frame, not the frame itself. The little box next to it meansn apply it
01:21 to the frame. But the T means apply it to the text
01:24 inside the frame. And you can see those same buttons in the
01:27 Swatches panel over here. There's the box and the T.
01:30 And at the bottom of the Tool panel, there's the box and the T.
01:35 So anyway, we're going to apply this to the T, the text inside the frame.
01:39 That way, we can see the color being applied to the text instead of having to
01:43 pay attention to all the highlighting around the text.
01:45 It's just easier. When I select any object on my page that
01:48 already has color applied to it, the Color panel displays a tint ramp.
01:52 The tint ramp lets me change the tint of the color, not the color itself.
01:57 But you can see, when I'm on top of this tint ramp, that the cursor changes into
02:01 an eye dropper. Then I can click on this tint ramp and
02:03 actually change the tint. Or I could come up here and change this
02:08 little slider, or even type this in numerically in this field.
02:12 Now in this case, I don't want a tint. I want a different color entirely.
02:15 So I'm going to set this back to 100%, and then I'm going to go to the fly-out menu.
02:21 This little menu inside the Color panel, and I'm going to change this to either
02:25 CMYK or RGB. I'll use RGB if it's an onscreen
02:29 document, but in this case, I'm going to choose CMYK.
02:32 Now from here, I could dial in the colors exactly the way I want them, or I could
02:37 click in this color ramp down in the bottom.
02:40 And whatever I click on is applied to that text.
02:43 Now as I've said before, you need to be very careful when choosing colors from
02:47 the screen. Because unless you've done a lot of work
02:49 to set up your color management environment, the colors that you see
02:52 onscreen may not match what you see in print.
02:55 Believe me, I've been burned by that one myself.
02:58 It's better to pick your colors from a printed swatchbook, such as the true
03:01 match or pantone books. Unfortunately, there are two other
03:05 problems with using the Color panel, even if you're typing colors in from a swatchbook.
03:09 First, if I handed this document to somebody else and they selected this text
03:13 frame, they would not know if that color is a CMYK color or an RGB color.
03:18 And that's because it doesn't show up anywhere in the Swatches panel.
03:22 And second, the fact that it doesn't show up in the Swatches panel makes it really
03:26 difficult to apply that same color elsewhere in my document.
03:29 So if I care about consistency throughout my document, and I want the same color on
03:34 multiple pieces of text or multiple objects, that's a big problem.
03:38 So here's what you do. It's really important.
03:41 If you're going to use the Color panel to make these kinds of colors, and they're
03:45 called, unnamed colors, then you really should go to the Swatches panel menu and
03:49 choose Add Unnamed Colors. The add unnamed colors feature goes
03:54 through your whole document, finds all the unnamed colors.
03:57 All the ones that you have created with the Color panel for example, and it adds
04:01 them to the Swatches panel, and it links them.
04:04 So if I change this new color swatch in the Swatches panel, this text would
04:08 change, as well. That's good.
04:10 Okay. If you like working on the fly and you
04:12 like this Color panel thing, there are two other ways of making colors that I
04:16 want to point out to you. One is the Color Picker.
04:19 The Color Picker you can find by double-clicking on either the fill or
04:22 stroke icons in the Color panel. Or the fill in stroke icons at the bottom
04:26 of the Tool panel. Just double-click and up comes the Color Picker.
04:30 And some people really like this, maybe because it kind of reminds them of Photoshop.
04:35 Now you can click any color in here as long as you're aware that just because
04:39 you click on it doesn't mean you're going to get that on a printing press.
04:41 But you can pick a color just by clicking on it, and then you can click either OK
04:46 or Add A CMYK Swatch. That's what I suggest doing, add it to
04:51 the Swatches panel. Then, click OK and that closes the dialog box.
04:55 The color gets applied to the text or any object you have selected, and it links it
05:00 to the swatch in the Swatches panel. Now, the last method I want to point out
05:05 is to use the Eye Dropper tool. I'm going to grab the Eye Dropper tool
05:08 out of the Tool panel here, and I'm going to make sure that the Formatting
05:11 Effects Type button is selected at the bottom of the Tool panel, and then, I'm
05:15 going to grab a color out of an image. I can grab any color I want.
05:20 Like, for example, the green in these trees.
05:23 It actually picks up that color from the image and puts it into the Color panel,
05:27 and because this text was selected, it applies it to the text, too.
05:31 Now you'll notice that the eye dropper cursor is now black.
05:34 It's like, filled with that color. In order to pick up a different color, I
05:38 need to hold down the Pption key or the Alt key on Windows and that changes it to
05:42 a white, empty eye dropper. So for example, I might want to click on
05:46 this lavender color from her shirt. Or maybe I want to pick up this blue
05:50 color from this guy's shirt over here. You can see that the color updates
05:54 automatically as long as I'm holding down that Option or Alt key.
05:57 Now once again, this is still an unnamed color.
06:00 So I really need to go to the Swatches panel and add my unnamed colors.
06:06 Now that color shows up in my Swatches panel as well, so I can breathe easy.
06:09 Personally, I rarely use any of these methods to create colors.
06:13 I'm in the camp that believes you should set up your colors in the Swatches panel
06:16 first, but if these tools work for you, then go for it.
06:19
Collapse this transcript
Creating gradient swatches
00:00 Gradients or blends or vignettes, or whatever you want to call them.
00:04 They can be beautiful in your document, or they can make your life a study in frustration.
00:08 I'm going to show you how to make a gradient in the Swatches panel first.
00:12 And then in the next movie, we'll talk about how to apply them to objects in
00:15 your document, and then customize them. To create a gradient swatch, I first,
00:20 open the swatches panel, and then, in the swatches panel menu, I choose new
00:24 gradient swatch. Now, I find it a little awkward to make a
00:27 gradient swatch just in the dialogue box. You can do it, but, what I usually like
00:31 to do is just click OK. It adds the gradient swatch to the bottom
00:35 of my swatches panel, and then I can apply that to an object on my page.
00:39 I also like this frame back here, make sure the fill button is on top, and then
00:43 click on the gradient swatch. You'll see that Indesign fills that frame
00:47 with the default white to black swatch. Now I'm going to edit that swatch.
00:51 Ordinarily, I would right click on this or control click with a one button mouse
00:55 and choose swatch options, but because I've already applied that swatch to an
00:59 object in the background of my page, I can simply double click on this.
01:03 That opens the gradient options dialog box.
01:06 Now, the reason I like doing it this way, making the swatch and then editing it, is
01:10 because I like having an example on the page in the background as I'm editing it
01:14 inside this dialog box. I'll move this over a little bit so I can
01:17 see my example in the background better. Also, I'll need to turn on the Preview
01:21 checkbox or this won't work at all. So, right now I have got a gradient, a
01:25 blend that goes from white to black and you can see that reflected in the stops
01:30 along the bottom, this is called the gradient stops.
01:33 And if I click on one of these stops, you see the colors reflected up here in the
01:37 Stop Color area. Right now.
01:40 This first one is cmyk white, just 0, 0, 0, 0.
01:43 And I can adjust these sliders to anything I want or type in numbers over here.
01:47 But, I'm going to leave this set to white for right now.
01:49 Now, if I click on this other gradient stop down here, I can see that this is a swatch.
01:55 It's listed as a swatch in the stock colors pop up menu.
01:59 If I want to change this from swatches to some other color like CMYK or RGB I could
02:04 do that but in this case I am going to oick a swatch that I've already created.
02:08 So I'll click off here and scroll down until I see my orange color.
02:12 I'll click on that. Now that updates the selected gradient stop.
02:16 So now I've got a blend that goes from white to orange.
02:19 I could add additional gradient stops in here, simply by clicking anywhere along
02:23 the gradient ramp along the bottom here. As soon as I click, it adds a new stop.
02:28 So I could add green for example. I'll change this to swatches and grab my
02:32 green color. Now, my blend is going from white to
02:35 green to orange. And I can move these gradient stops
02:38 around to change the effect if I want. I'll move the green over to the right or
02:42 to the left, put it in the middle. I can also change these little diamonds
02:45 on the top. When you drag a diamond, you change what
02:48 the halfway point is between the two. Its almost like, pulling the middle of a
02:52 rubber band back, and forth. If I drag this one to the right, I get
02:56 more of the green. If I drag it to the left, I get less
02:59 green, more orange. Now in this case, I actually only want
03:03 white to orange. So I'm going to get rid of this gradient
03:05 stop simply by clicking on it and then pulling it off the ramp.
03:09 Then I'll go ahead and reset this midpoint to about the half way point.
03:13 Now at the top of the Dialog box, I also have an option here, of whether I want
03:16 this to be a linear gradient, or radial gradient.
03:19 Linear of course, is just one direction only, like left to right, and radial
03:23 makes it look kind of like a circle. It's a little bit hard to see here
03:27 because the center of the circle is actually in the lower left corner and it
03:30 moves out from there. In the next movie, I'm going to show you
03:33 how you can put that center anywhere you want inside the object.
03:36 But in this case, I'm just going to leave this set to linear.
03:39 Then I'm going to give it a name. It's always good to name your swatches
03:42 something reasonable, like I'll call this white to orange.
03:46 Then I'll click okay. And you may have noticed that there are
03:49 several buttons at the bottom of the swatches panel here.
03:52 The 1st button shows all the swatches. The 2nd one only shows the solid swatches.
03:58 So, you'll see my gradient swatch disappeared.
04:00 And the 3rd one shows only the gradient swatches.
04:04 So, if I had a bunch of different gradient swatches that I've created, and
04:06 I want to find just those, I could click that button.
04:09 Usually, though, I leave this set to all. Now by the way, I should point out one
04:14 more thing here. I'm going to edit this swatch one more time.
04:17 I'll right click on it and choose swatch options.
04:19 And you may notice here, that there's no way to set the gradients opacity.
04:23 There's no feature for transparency. That means a gradient swatch cannot go
04:28 from something like white to transparent. If you need that kind of effect, take a
04:33 look at the movie in an earlier chapter about applying transparency effects, such
04:37 as the Blend mode or feathering.
04:39
Collapse this transcript
Applying gradients
00:00 In the last movie, I talked about how to make a gradient swatch in the swatches panel.
00:04 Now let's look at applying gradients to stuff on your page, and how to fine tune
00:08 those gradients. I have my brochure open from the exercise
00:11 files folder, and I'm going to jump to the first spread by pressing option page
00:15 up, or alt page up on Windows. Now I'm going to open my swatches panel,
00:19 and I'm going to create 2 quick gradients.
00:22 I don't have anything selected on my page, so I don't have to worry about
00:25 accidentally applying those swatches to the objects.
00:29 I'll go to the Swatches panel menu, choose new gradient swatch, and I'm going
00:32 to create a couple quick ones just within the dialog box.
00:36 The first one I'm going to make is just the white to black, but I'm going to set
00:40 this to radial instead. And then I'll give it a name, white to
00:44 black radial, so its good to give it something descriptive.
00:47 Then I'll click the add button and it gets added to my swatches panel.
00:51 The second one is going to be a linear gradient.
00:54 I'm going to make it from a lighter purple to a darker purple.
00:57 So I'll click the first swatch down here. And I'm just going to dial in something.
01:01 Maybe a little black, a bit of yellow, bunch of cyan.
01:05 That's probably too dark. Let's make this a little lighter.
01:07 There we go. That'll be my light purple.
01:09 And then I'll click on the other swatch. Change this to CMYK.
01:13 And I'm going to make this a darker purple.
01:15 There we go. Let's get a bunch more cyan in there.
01:18 That's great. So now, I'll click okay and we have both
01:22 color swatches at the bottom of the swatches panel.
01:24 Let's go ahead and apply those. I'm going to make this middle panel, this
01:27 frame right in the middle, the purple swatch.
01:30 So, I'll select it, make sure fill is on top and then click on it.
01:35 I just realized I forgot to name it. So, I'm going to double click on that to
01:38 edit it and then change the name. Purple linear.
01:42 Click OK. I just hit OK by pressing return or enter
01:45 on the key board. There we go that looks a lot better.
01:48 Now, I'll select this frame over on the right and give it this white to black radial.
01:52 Now, I don't really like the way either of these look.
01:55 So I'm going to fine tune them a bit. To do that I'm going to open the gradient panel.
02:00 I'll find that over here in the dock. If, for some reasons you don't see it in
02:04 the dock, you can always go to the Window menu and choose it out of a color submenu.
02:08 Now the gradient panel lets you apply local formatting to your gradients.
02:13 In other words, if I select this purple gradient over here, I can see that it
02:17 goes from light to dark purple right in the panel.
02:20 I can now tweak this gradient a little bit in all kinds of ways.
02:23 For example I might make it more dark purple by dragging this midpoint slider
02:27 to my left. It immediately updates on my page as well.
02:31 I can also change the angle of this if I want.
02:34 Let's change this to 90 degrees. I'll hit return or enter to make it take effect.
02:39 This made the whole gradient rotate 90 degrees.
02:42 So now it goes from the bottom to the top.
02:44 If I wanted to flip that around I could make it minus 90 degrees or I could just
02:48 click this reverse button in the gradient panel.
02:50 I don't like that as much I'll reverse it back.
02:53 I kind of like that and note that this does not change the gradient swatch in
02:57 the swatches panel at all. It just locally changed it on it's one
03:01 object, okay, now let's turn out attention to this black and white radio.
03:05 You can see that the gradient panel shows that its a radio gradient.
03:09 And the center is 50%, right in the middle.
03:12 Once again, I could drag this to the left or the right, to change the effect.
03:16 Pretty dramatically actually. However, in this case, instead of fussing
03:19 about with the gradient panel, I'm going to use the gradient tool.
03:22 It gives me a lot more control by selecting the gradient tool in the tool
03:26 panel, and dragging over the object, I can really fine tune the way I want my
03:31 gradient to look. Here's how it works.
03:33 I click where I want the beginning point to be and I drag to where I want the
03:38 ending point to be. So this is going to put white in the
03:41 center and black out near the side. When I let go of the mouse button, you
03:45 see the effect. You'll notice it's not a circle here.
03:48 Radial gradients always take on the shape of the object, or, I should say, the
03:52 height and width proportion of the object that they're in.
03:55 So this will always be taller than it is wide.
03:58 Sometimes it takes a few tries of clicking and dragging to get it just the
04:01 way you want it. Try clicking and dragging in different
04:03 directions as well. Then when you've got it kind of close,
04:10 you can go back to the Gradient panel and change this midpoint slider to fine tune it.
04:16 So that's how you apply Gradients to objects like frames.
04:19 But you can also apply Gradients to text to.
04:22 Let me jump back to the second spread by pressing Opt+Page down or Alt+Page down.
04:27 And I'm going to zoom in on this word in the upper left corner, design.
04:30 I'll just hold down command space bar and drag out a rectangle, or control space
04:35 bar on Windows. Now I'd like to fill this word with a gradient.
04:39 Now remember, I can apply a swatch to the text inside a frame, even if I select it
04:43 with a selection tool. I do that by selecting the object then go
04:47 to the Swatches panel, or in this case I'll go to the Field button in the
04:50 Control panel, and then clicking the little t button.
04:52 Thats the Formatting Effects text button. Then I can apply the swatch that I made
04:57 by dragging down to the bottom, and then clicking purple linear.
05:01 Then, just as we saw earlier, if I want to fine tune this gradient, I could use
05:05 the Gradient panel or the Gradient swatch tool.
05:08 The gradient swatch tool also pays attention to that T button, just like
05:12 applying colors. So, all I have to do now is drag from the
05:16 bottom to the top and it changes the gradient inside that text.
05:21 That looks pretty good. Now, the gradient tool also works if you
05:24 only have some of the text selected in the frame.
05:26 For example, I'll grab my type tool Select one letter inside that text frame,
05:31 go back to the Gradient Swatch tool, and drag from the top to the bottom.
05:36 Now, when I deselect everything by pressing Cmd+Shift+a or Ctrl+Shift+a on
05:40 Windows, I can see that I've changed the gradient for just that one character.
05:45 Blends are certainly the trickiest color feature in InDesign to get right, but if
05:48 you practice fine-tuning them and using that Gradient Swatch Tool in the Gradient
05:52 Panel, you'll soon become a blend master.
05:55
Collapse this transcript
9. Frames and Paths
Editing frame and path shapes
00:00 Indesign has a wide variety of drawing tools including a fully feature Bezier
00:05 pen tool, just like illustrator. Now, I wouldn't use Indesign to do a
00:09 detailed technical illustration but it's perfect for basic drawing such most logos
00:13 and relatively simple shapes. Let me show you how it's done.
00:17 I have my rue article document open from the exercise files folder.
00:21 And I'm going to just zoom in on the upper left corner here just so I can have
00:24 some space to work. Now here in the tool panel there are
00:28 several tools that let me draw shapes. For example the line tool.
00:33 The line tool just draws simple lines. I can draw any angle I want.
00:37 Notice that if I hold down the Shift key it constrains the angle to either
00:40 horizontal, vertical, or a perfect 45 degrees.
00:45 Next down is a tool that's a little bit more interesting.
00:47 That's the Bezier pen tool. Here I can click and drag to create
00:53 Bezier curves. All you need to do is click and drag.
00:57 You get the idea, you can make a Bezier a line very quickly.
01:01 Now you might use a line like this on text on a path.
01:04 To edit this path I would use the direct selection tool the white arrow tool.
01:10 When I choose the direct selection tool and place my cursor over the path, it highlights.
01:15 Now I can click and drag points or their handles.
01:18 I can even drag the segments between the paths.
01:23 Dragging the segment between the paths changes the curve whereever I drag it.
01:28 Here's another way to change the path, switch back to the pen tool.
01:32 I'll click on the pen tool, and now whenever I place my cursor on top of a
01:36 place that has no point, it changes into a little plus cursor, which indicates
01:41 that if I click or click and drag, it's actually going to add a point.
01:45 I'll click and drag, you can see that it's actually adding a point onto that curve.
01:51 On the other hand, if I place my cursor over a position where there already is a
01:54 point, it changes into a pen tool with a minus symbol.
01:58 That means it's going to delete that point.
02:00 Click and the point goes away. Now whenever you're editing paths with a
02:04 pen tool, you can always hold down the command key on the Mac or the control key
02:09 on Windows, which switches you back to the last used selection tool.
02:13 In this case, the direct selection tool. That way, I can actually drag these
02:16 points around, or adjust their handles. Then when I let go of the command or
02:21 control key it switches back to the pen tool.
02:24 Okay, let's draw some more paths. I'm simply going to click out here and
02:28 click a few times, and you can see that you can very easily get some very sharp
02:32 cornered paths. When you're done you can either switch to
02:35 a different tool or command or control click in a different area to finish the path.
02:41 I'm going to draw another path down here, just with a few clicks and then I'm going
02:46 to select both of these paths with the selection tool.
02:48 With a 2 path selected, I can go to the object menu and way down here, on the
02:55 bottom of the menu, you'll see the paths sub menu.
02:59 This lets you do all kinds of things to paths.
03:01 For example, I could join both of these so they'd become a single path.
03:04 InDesign looks for where they're the closest, and then it draws a line between them.
03:09 Now all the features in that path's submenu also live inside a panel.
03:13 And if you're going to do a lot of things with paths, you should check out the
03:16 panel instead. I'll go to the window menu, scroll down
03:19 to object and layout, and then choose path finder.
03:23 Let's move this off to the side so we can see what we're doing.
03:25 This first button here is the join command, that's what we just did.
03:30 But there are a lot of other commands in here you should know about.
03:33 For example, you can open a closed path. Like a closed frame.
03:36 You know, a text frame. Or, you could close an open path.
03:40 In this case what I have right now is an open path.
03:42 Doesn't close. And now I can close it by clicking on
03:45 this third button. There you go.
03:46 Now it's a closed path. There are all sorts of other goodies in
03:50 this panel, but I just want to point out the Convert Shape buttons.
03:53 This whole section down here. I find these things really useful.
03:57 For example, it's very hard to draw a perfect triangle in InDesign.
04:01 But it's really easy to click this button here.
04:04 Just click and you'll get a perfect triangle every time.
04:07 Now, as you can tell, I'm not the greatest artist, but I do find these pen
04:11 tools useful inside of InDesign, especially when I already have a frame
04:15 that I want to tweak a little bit. If I want to make it a little bit more interesting.
04:19 For example, this text frame down here, I'll just scroll down a little bit so we
04:22 can see it better. And now I'm going to close my Pathfinder panel.
04:26 I don't need that for this. And this isn't just a rectangular text frame.
04:29 It's all very well and good. But it might be nice to give it a little flare.
04:33 So I'm going to head over and choose the Pen tool.
04:37 And then I'm going to command or control click on top of this frame to select it.
04:41 Now I'll place that pen tool right over the right edge of the frame.
04:45 Remember, whenever you place the pen tool over the edge of a frame or path, it
04:49 changes to the add point tool. And now I can click and drag.
04:54 And you'll notice that as I click and drag, it changes the shape of the frame.
04:57 It's a still frame but the text re flows in the shape.
05:01 It's much more interesting now. Now of course, if I really need heavy
05:05 duty illustration tools, I would switch to Adobe Illustrator.
05:08 But in most cases when I'm just trying to make my design look interesting, Indesign
05:13 gives me everything I need.
05:14
Collapse this transcript
Adding rounded corners and other corner options
00:00 In the last movie, I discussed how to change the shape of objects on your page.
00:04 Here's one more to change a shape, but this time we're only going to be changing
00:08 the object corners. I have my roux_flyer document open from
00:12 the exercise files folder, and I'm going to zoom in to the upper right
00:15 corner of this page so I can really see this white box.
00:19 I want to change the shape of the corners on this object, so I'll select it, head
00:23 up to the Object menu and choose Corner Options.
00:27 Up comes the Corner Options dialog box. I'll move that out of the way a little
00:30 bit so we can see the frame better. And right now, all four sides are set to
00:35 sharp edge corners. But if I click on this pop-up menu here
00:39 you can see that I could change this to a fancy, bevel, inset, inverse rounded or
00:44 rounded corner. Now, most people just go with a rounded
00:47 corner, so I'll choose that, and you can see that when I chose it all four of them changed.
00:53 That's because I have this link icon turned on.
00:55 If you want affect some corners and not others you can turn that off.
00:59 For example, I'm going to have a sharp edge in the upper left.
01:03 I'll set that to none, and also in the lower right.
01:06 The lower left and upper right are curved, they're rounded, but right now it
01:10 doesn't seem like they're rounded because the radius value, this field here, is set
01:15 to zero. You can think of this number as the
01:17 radius of a circle that's placed in that corner.
01:19 So, for example, if I change this to say, 2 picas, and then I'll hit Tab to apply
01:25 it, and then of course I need to turn on the Preview check box, you can actually
01:28 see that round 2 pica curve in the lower left corner.
01:32 Let's change the upper right corner to the same amount, 2 picas.
01:36 Now I'll click OK and look at my work. That looks pretty good.
01:40 Now, there's another, more interactive way to change the corners, as well.
01:43 To do that, what you do is you click on this little yellow box in the upper right
01:48 corner of the frame and when you do that, you get four diamonds.
01:53 That indicates that it's changed into the corner editing mode.
01:56 These yellow diamonds determine how each corner is going to appear.
01:59 For example, if I drag this yellow corner in the upper right corner to the left a
02:04 little bit, it changes the radius for all four corners.
02:08 Of course, the upper left and lower right are still sharp because there's no radius
02:11 at all, so it doesn't affect them. If you want to change the radius for one
02:15 single corner, hold down the Shift key. Shift-drag lets me change the radius of a
02:21 single corner without affecting the others.
02:24 On the other hand, if I Option or Alt-click on one of those diamonds, it
02:28 changes the corner type. Remember all those types we saw?
02:30 Fancy, beveled, and so on? So, if I Option or Alt-click in this
02:34 diamond in the lower left corner, you'll see that it changes all four corners to fancy.
02:40 That's kind of silly. Let me undo that with a Cmd+Z, or Ctrl+Z
02:43 on Windows. Instead, I'm going to Option+Shift, or
02:46 Alt+Shift, click. Remember the Shift key means apply it
02:49 just to this corner. There's fancy.
02:52 I'll do it again. There's the beveled.
02:55 This is the inverted and there's the inverted rounded.
02:58 And in this case, I'm just going to go back to the sharp edge, the none corner.
03:03 Now, one of the coolest things about this corner options feature is that it doesn't
03:07 only work on frames, you could use it on open paths as well.
03:10 Here, let me show you. I'm going to pan over to my pasteboard
03:13 here with the Option+space bar or Alt+ space bar on Windows and I'll press w to
03:18 jump out of preview mode. And to make this a little easier to see,
03:21 I'm going to go up to the View menu and turn off Match Pasteboard to Theme Color.
03:25 That way it's white, just easier to see what I'm doing here.
03:29 Now, I'm going to choose my pen tool to draw a nice sharp jagged line.
03:33 With four clicks, I get kind of a lightning bolt effect.
03:37 Now I'll choose the selection tool and head back to the Object menu and choose
03:41 Corner Options. You'll notice that some of these fields
03:44 are grayed out, because InDesign knows this is not a rectangular frame.
03:48 But I'll just change this to rounded, and probably increase this a little bit, to
03:51 maybe 3 picas. I'll click OK, and you can see that all
03:56 the corners have been changed. They've all been rounded.
03:59 Now, technically, these are still sharp corners.
04:01 I'll switch over here to the direct selection tool and you'll see the points
04:05 out here. I'll just select this by clicking out on
04:08 the pasteboard, and then I'm just going to drag this point around, and you'll see
04:12 that even though I moved that point it automatically updated the round corner.
04:17 These kind of corner effects make it so easy to create great-looking layouts fast
04:21 and even better, update or edit them later.
04:25
Collapse this transcript
Making polygons and starbursts
00:00 And over here in the Tool panel, hiding underneath the rectangle frame tool, I'll
00:03 just click and hold for a moment, so I get this pop-up menu.
00:07 I can choose the Polygon Frame tool. Now, if I choose that and start dragging
00:12 something out on my page, I get a hexagon.
00:15 Well, technically, I'd have to hold on the Shift key to constrain it to a
00:18 hexagon that constrains the height and width to be the same.
00:21 But you get the idea, it's a hexagon. Now, right now I'm in Preview mode, so I
00:26 can't see it, but that's okay, I'm going to change the fill.
00:29 I'll go up to the Control panel and change the fill to something like yellow.
00:33 Then, I'll hit the Escape key to make that popup menu disappear.
00:37 Now, I don't know about you, but I very rarely need hexagons.
00:40 I mean, maybe if I were doing a beekeeper's journal, that would be helpful.
00:43 But in this case I really don't need a hexagon.
00:46 So, I'm going to go back and select it with the Selection tool, and then press
00:49 the Delete key to make it disappear. Instead, I'm going to make a different
00:53 kind of polygon. A more interesting polygon.
00:56 And to do that, I'll go back and I'll double-click on the Polygon tool.
01:01 That opens the Polygon Settings dialog box, and here I can choose how many sides
01:06 I really want. For example, I'll choose 12 sides.
01:10 Now, I'll click OK, and now I've got a more interesting shape.
01:14 I'll delete that and let's go make something even more interesting.
01:17 I'll double-click on this Polygon tool again, and this time I'll change not just
01:21 the sides but the star inset value as well.
01:25 I'll make this 18 points, and then I'll change the star inset as well, let's say 20%.
01:31 When you increase your star inset, you're not making a regular shape like a polygon
01:35 or a triangle or something, you're making a star burst.
01:38 I'll click OK and drag this out. Once again, I need to fill it with a color.
01:46 So, that looks pretty good. But what if I want to change the shape,
01:49 maybe have more points or a larger inset. How can I do that?
01:54 Well, to do it, all you need to do is make sure the object is selected on the
01:57 page, and then double-click the Polygon tool again.
02:00 Now, change the sides in the inset. I'll make this larger like 25 sides, and
02:05 set the star inset to something bigger like 50%.
02:09 Click OK. And because this object was still
02:12 selected on the page, it updates it with the new values.
02:15 Now, granted a fancy starburst like this might be out of place if you're laying
02:19 out a scholarly scientific journal. But if your doing a magazine or a
02:23 catalog, and you really want to catch somebody's eye, these star bursts are
02:27 just the ticket.
02:28
Collapse this transcript
Creating text outlines
00:00 In an earlier chapter, I mentioned that I can't draw very well.
00:03 Fortunately, we all have a huge library of cool shapes that somebody else drew
00:08 for us. They're called fonts.
00:10 InDesign lets you convert any text from any font into editable paths.
00:15 In fact, there are two ways to convert text to outlines.
00:18 Converting a whole frame or converting just some selected text.
00:22 I have my roof flyer document open from the exercise folder and I'm going to zoom
00:26 in on this word, art. I'll just hold down Cmd+space bar or
00:29 Ctrl+space bar on Windows and drag over that area.
00:32 First, I'm going to convert just a single letter to an outline.
00:35 I'll double-click on this text frame to switch to the Type tool and then select
00:40 that letter, R. Then I'll go to the Type menu and I'm
00:43 going to choose Create Outlines. And when you do that, you'll see that the
00:47 text changes a little bit. The space between the R and the T got larger.
00:52 That's because back when this R was actual text, InDesign could kern it
00:55 properly with the T. It would adjust the space between the R
00:59 and the T, and that adjustment was built into the font itself.
01:02 But now that this R has been converted to outlines, InDesign doesn't know anything
01:06 about kerning. It can't kern, in fact.
01:09 So the spacing changes. Now we can see that this actually is an
01:12 outline by selecting the Direct Selection tool.
01:15 That's the white arrow tool, and then clicking on the R.
01:17 See all the beziet points on there? Now, it's actually relatively rare that
01:22 you'd want to convert a single letter or a single word into outlines within a text frame.
01:26 But there are times that you'd want to do it.
01:28 For example, let's say I want to apply a particular transparency effect just to
01:32 that letter. I'll go up here to the Effects menu and
01:35 I'll choose Bevel and Emboss. That opens the Effects panel and I'm just
01:39 going to click OK. You can see that I've applied a bevel and
01:42 emboss just to that one character. The outlined text acts kind of like it's
01:47 own object inside this text frame, so you can apply an effect to it without
01:51 changing the rest of the text in the frame.
01:53 Okay, let's see the other way of converting text to outline.
01:56 I'm going to undo this by pressing Cmd+Z or Ctrl+Z a few times.
02:01 That way it goes back to the way it was. And now, I'm going to select the entire
02:04 frame with the Selection tool. Because I have the whole frame selected,
02:09 when I go to the Type menu and choose Create Outlines, all of the text in that
02:14 frame is converted to outlines. I'll switch over to the Direct Selection
02:17 tool and you can see all the beziet points on those paths.
02:21 Now in this case, the spacing didn't change.
02:23 It stayed exactly the way it was. People have different reasons for
02:27 converting text to outlines. For example, sometimes you want to change
02:30 the shape of text. I'm going to deselect this by pressing
02:33 Cmd+Shift+A or Ctrl+Shift+A on Windows. And then I'm going to use the Direct
02:37 Selection tool to drag some of these points around.
02:39 Whenever I place that tool over the path, I can see where the points are.
02:43 And then I can simply click them and drag them around.
02:49 You can see that you can change this to any shape you want.
02:52 I could also use my Pen tool to add points, remove points, and edit this in
02:56 all kinds of ways. But one of the best reasons to convert
02:59 text to outlines is to put something inside those outlines.
03:02 For example, I'm going to go back and choose this with the Selection tool.
03:06 Then I'll go to the File menu and choose Place.
03:08 Here, I'm just going to pick one of these images, not really sure what it's
03:13 going to be, and I'll click Open. You can see that InDesign treats these
03:16 outlines as a graphic frame. It immediately fills that with the image,
03:20 and that gives these letters a really interesting texture.
03:23 Now, I do not recommend people converting a lot of their text to outlines.
03:27 For example, if your printer tells you that you should convert everything in
03:31 your document to outlines, I suggest really grilling them on why.
03:34 It's a very bad practice, and almost always unnecessary.
03:38 Plus, you may lose some really important stuff when converting text to outlines.
03:43 For example, I'm going to scroll up here and take a look at this white frame.
03:47 If I select as whole frame and convert it to outlines, something terrible is
03:51 going to happen. Sure, all that text was converted to
03:56 outlines, but I lost a lot in the process.
03:59 The background fill of course disappeared, but even worse than that,
04:03 there was a line above this web address, and that disappeared too.
04:07 The reason is that, that line was created with the rule above feature.
04:10 That's a feature I'll talk about in a later chapter.
04:13 But because it was part of the text, and because those rules above disappear when
04:17 you convert to outlines, I've completely messed up my design.
04:21 You really have to be careful when creating outlines, but for the occasional
04:24 letter or word, something that you want to apply some kind of special effect to,
04:28 well, create outlines is great for that kind of thing.
04:30
Collapse this transcript
10. Managing Objects
Stacking objects
00:00 Every object on your page is in a stack. It's like each object is a separate piece
00:04 of paper on your desktop. And you can move them above and below
00:07 each other. If you ever taken a 3D geometry course,
00:10 you may have heard this called the Object Z order.
00:13 For example, each object has an x and y coordinate on the page, and also a Z order.
00:19 And that describes which object is on top of which.
00:22 I'm going to be talking about how layers help you to organize your objects in the
00:25 next movie, but for now let's just focus on how objects stack up on the one layer
00:30 that every document has, layer1. Here, in this brochure document from the
00:35 exercise files folder, I'm going to select this photograph in the upper
00:38 right-hand corner and I want to change it's stacking order.
00:41 To do that, I go to object menu and then choose arrange.
00:45 Inside the arrange submenu I have several options including bring to front and
00:50 bring forward. Because these last two options send
00:53 backward and send to back are greyed out, I know this must be on the very bottom of
00:58 my stack. Theres no more down to go, but I can go up.
01:01 I'm going to choose bring to forward. Now, notice that they does'nt seem like
01:07 anything happened. That's because the stack of all these
01:10 objects is based on all the objects on the spread that is it did move on top of
01:15 some other object but that other object is not necessarily over by that photograph.
01:20 It might have been these are the picture in the lower left corner.
01:22 So for that reason there was no visual difference.
01:26 However, if we go back to that Object menu and go to our Range and choose Bring
01:31 to Front, now the object moves all the way to the top.
01:36 It's on top of all the other objects. All right.
01:38 Let's try moving it behind some objects. Go back to Object.
01:42 Arrange. And then choose Send Backward.
01:45 You'll see it moved right behind one of the objects on my page.
01:49 If I do it again, it moves one more down. But once again, I don't know what it
01:55 moved behind. It did move behind something.
01:57 What would be really cool is if we could get some kind of visual on these stacks
02:02 showing us exactly which objects are above or below others.
02:05 And then allowing us to control this visually.
02:07 Instead of haphazardly with this menu command.
02:10 And we're in luck, because InDesign does offer that.
02:13 It's called the layers panel.
02:14
Collapse this transcript
Creating and controlling layers
00:00 I know people who never work with more than one layer in their InDesign document.
00:04 They manage all their objects using send to back, bring to front.
00:07 Now, there's nothing wrong with that technically, other than it will
00:10 eventually drive you insane. Especially in a complicated layout.
00:14 No, no it's much better to create at least a couple of layers in your document
00:18 and then use them to organize your objects.
00:21 Now, every document starts with one layer called layer one.
00:24 You can see that by opening your Layers panel.
00:27 There's layer one. And all my objects are currently on that layer.
00:32 Let's start organizing this document by creating more layers.
00:34 You can do that in a couple of different ways.
00:36 You could go to the Layers Panel fly-out menu and choose New Layer.
00:41 Then you could give it a name, such as Text.
00:44 Then I'll press Return or Enter to hit the OK button.
00:47 Another way to make a new layer, is to click the New Layer button at the bottom
00:50 of the Layers panel. But when you do that, it gives you a
00:53 generically-named layer, just layer three in this case.
00:56 That's not very interesting. I'm going to delete that by clicking on
00:59 the trashcan icon. Instead, when I make a new layer, I
01:02 prefer to hold down the Option or the Alt key when I click this New Layer button.
01:06 That way, it forces InDesign to open the New Layer dialog box, and I can name my layer.
01:11 I'll call this one graphics. Okay, now I've got three layers, so how
01:16 do I get my objects onto those layers? Well, I'm going to select one of my
01:20 objects on my page, and you'll see that in a layers panel, this little blue
01:24 square lights up. That little blue square is a proxy for
01:28 whatever is selected on the page right now.
01:30 And I can drag that blue square up, from layer one into the text layer.
01:35 When I let go of the mouse button, we can see that the blue square turned into a
01:39 red square. And the object changes color, as well.
01:42 Now, the object itself didn't change, but the frame edge highlighting did.
01:47 The edge highlighting always reflects the color of the layer.
01:50 The text layer right now is red, so this object highlights as red.
01:55 Now once again, the color change does not affect how this document will print or
01:59 export to PDF. It only changes it on-screen for reference.
02:03 All right. Let's go ahead and move the other text frames.
02:05 I'll click on this one, and shift-click on these others.
02:09 And then drag that little proxy icon up to the text layer.
02:13 Now let's handle our graphics. I'm simply going to select all these
02:15 graphics by clicking on the first one. Oh I accidentally selected the image
02:19 instead of the frame. So, I'll press the Escape key to select
02:22 the frame. And now I'm going to shift-click on all
02:24 these other graphics. And one more up here.
02:30 And now I'll drag all of those onto my Graphics Layer.
02:32 When I did that, you could see that they moved on top of the text.
02:37 And, of course, that's because the graphics layer is sitting on top of the
02:40 text layer. So I'd like to move all the those
02:43 graphics down, below the text layer. And I can do that by clicking and
02:46 dragging this graphics layer down until I see a solid line between layer one and text.
02:53 I'll let go of the mouse button and the graphics move down, as well.
02:56 I see one more problem here, and that is that this orange frame should be up
03:00 between the image and the graphic. So, I'm going to select that frame and
03:04 then move it up to the text layer. Now it's sitting on top of the text frame.
03:09 That's not what I wanted either, so I need to move it down so that it's between
03:13 the text frame and the graphic. Here's how I'm going to do it.
03:16 I'll go back to my Object menu, and I'll choose from the Arrange submenu, then
03:20 I'll choose Send to Back. It's important to remember that all of
03:24 those commands in the arrange menu refer to the current layer.
03:28 So, send it back doesn't mean send behind all the objects.
03:31 It just means send to the back of this particular layer.
03:34 So, in this case, it went all the way to the bottom of the text layer, which is
03:37 behind that text frame. And the text layer is on top of the
03:40 graphics, so it looks perfect now. The Layers panel actually gives us even
03:44 more control over our document. For example, I can click on these eyeball
03:48 icons to the left of the layer name to show or hide all the objects on that layer.
03:53 If I click on the eyeball next to the graphics layer, all the graphics disappear.
03:57 I'll turn that one back on, and then turn off the text layer.
04:01 On a complicated layout, when you're trying to manipulate certain objects,
04:04 being able to hide all the distracting objects is really helpful.
04:08 Now, another thing you might do in a complicated layout, is lock the layers.
04:12 Let me turn on the text layer again, and then I'm going to click in the second
04:15 column next to the eyeball to lock the text layer.
04:19 That locks all the objects on that layer. Now I'll be talking about locking later
04:23 in this chapter, but you can see that anything that's on a locked layer cannot
04:27 be selected. For example, I'll try and click on one of
04:30 these text frames and it clicks right through it to the graphic underneath.
04:34 I simply cannot select that text frame. Now there are two more tricks about the
04:38 Layers panel that I want to point out. One is, if I want to select all the
04:41 objects on a particular layer, I can hold down the Option or the Alt key and click
04:46 on that layer. So, for example, to select everthing
04:49 that's on the text layer, I would first unlock it and then hold down Option or
04:53 Alt and then click on the text layer. That selects all the objects on that layer.
04:59 The second trick I want to point out to you, is that you double-click on a layer
05:02 to open the layer options dialog box, and this offers all kinds of options.
05:07 For example, I can change the name, the color, or even various behaviors.
05:12 For example, I'm going to turn off the Print Layer check box.
05:16 Now this layer will display on-screen. But if I print or export a PDF, it just
05:21 won't be there. The text will just disappear.
05:23 I'll click OK, and you can see an indication of that in the Layers panel.
05:27 Because the word text, the name of the layer, is in italic.
05:30 Italic layers mean they're non-printing. As you can see, building and using layers
05:35 isn't required, but it really helps you organize your documents.
05:38 But whether you use lots of layers or only one, the Layers panel has one more
05:43 trick up its sleeve. It let's you see and maniplulate your
05:46 stack of objects inside the layer. And you can do that by clicking this
05:50 little twirly triangle. In the next movie, I'll explain how best
05:54 to use that new found power.
05:55
Collapse this transcript
Managing objects in the Layers panel
00:00 As we saw at the end of that last movie, InDesign provides a list of every object
00:04 on each spread in the layers panel. And you can find that by going up to the
00:08 layers panel and clicking on this little twirly triangle next to the layer name.
00:12 Now after the last movie I reverted my document, so now I'm back to the original
00:16 document, the one from the exercise files folder.
00:19 This document only has one layer it it, so I'm going to quickly create a new one
00:22 by holding down Option or Alt and then clicking on the New Layer button in the
00:26 layers panel. I'll call this one text and then press
00:29 Return or Enter to click OK. Now I'm going to move all of my text
00:33 frames up onto that layer. Now the names listed under the layer, in
00:37 the layers panel give you a little indication about what the thing is.
00:41 For example, rectangle is going to be one of those unassigned rectangular shapes on
00:45 my page. Text frames are a little bit different.
00:48 Text frames listed in the layers panel actually give you a little snippet of
00:51 what the story is, first few words of the story usually.
00:55 Graphics on the other hand, list out the name of the picture, in other words, the
00:59 file name on disk. So in this case I want to place all my
01:02 text frames on my new layer. So, I'm going to select them in the
01:06 layers panel. I'll click on the first one and then hold
01:09 on the Command key on the Mac, or Control key on Windows and select the others.
01:13 The Command or Control key means select discontiguous items in the list, that is
01:17 items that are not next to each other. Now I can drive all of these up into the
01:22 text layer. But first I have to open the text layer
01:24 twirly triangle to receive them. I'll drag these selected objects up onto
01:29 the text layer, and I'll drag until I see that little solid line between text and
01:33 layer one. When I let go of the mouse button all of
01:36 those text objects are moved into the text layer.
01:39 I also want to move this orange box up onto the text layer, but how do I know
01:43 which object that is in the layers panel? To figure that out I'm simply going to
01:47 click on it on the page. You'll see that it gets highlighted in
01:50 the layers panel here. Now it might actually be helpful for me
01:54 to change the name of this, from rectangle to some other name.
01:57 Something that I'll recognize later. And you can name individual objects in
02:01 the layers panel by click, pause, clicking on it.
02:04 I know that sounds a little strange but it's the standard for renaming things.
02:08 Click, pause, and then click again and then it highlights and I can give it a name.
02:12 I'll call this Orange Box and then hit Return or Enter, that way I'm always
02:17 going to know what it is. Now, I'll just drag it up on to the text
02:20 layer, unfortunately I dragged a little bit too high, so now it's on top of this
02:25 text frame. I better drag it down a little bit.
02:27 There we go. Now if you're familiar with Adobe
02:31 Illustrator, you probably know that Illustrator calls each of these things sublayers.
02:36 I don't actually understand why. To me they're just objects on a layer.
02:40 There are a few more things I can do inside the layers panel that I want to
02:43 show you. First, if I can't easily select an object
02:46 on the page for some reason, maybe it's behind other objects and it makes it
02:50 difficult to select. It's really easy to select it, just by
02:53 clicking on the little box in the right column.
02:56 So, for example, this selects that text frame right in the middle of the page.
03:00 Or, if I want to select this image, I simply click on it, and it selects it in
03:03 the upper left corner of the page. Also, I can hide objects, or lock them on
03:08 the page, just by clicking on the little eyeball next to them.
03:11 So, for example, if I don't want to see this studying at Roux text frame.
03:15 I can simply click that button and it disappears, that way I don't accidentally
03:19 click on it and I can work on objects that are behind it.
03:22 Click the button again and it comes back. As you can probably tell I'm a fanatic
03:26 for having total control over each and every object on my page.
03:30 After all, without control, how can you manage your design?
03:33 This ability to expand the layers panel will really help you.
03:37 Especially when your working with complex layouts.
03:39
Collapse this transcript
Grouping and locking objects
00:00 Whenever you have two or more objects that need to stay together on your page,
00:04 consider grouping them. For example, I have my roux flyer
00:07 document open from the exercise files folder, and I'm going to zoom in here in
00:11 the middle. And I can see that I have two frames
00:13 here, this triangular frame and this one that's sideways.
00:17 I never want one to move without the other.
00:19 So I'm going to select the first one, and then shift-click on the other.
00:23 Now that they're both selected, I can go to the object menu and choose Group, or I
00:27 could press Cmd+G or Ctrl+G. Now you can always tell a group on your
00:32 page because it has a dashed line and dashed lines, these highlights, mean that
00:37 these are a group. If I drag one of these objects, the other
00:40 one moves, too. They always move together.
00:43 In fact, InDesign actually treats this group as a single object.
00:47 Now grouping is great, but it does come with one limitation that you should know about.
00:52 All the objects in a group have to be on the same layer.
00:55 If they're not on the same layer, grouping will actually put them on the
00:58 same layer. So unfortunately, you sometimes have to
01:01 give up one form of organization, layers, for another, grouping.
01:05 Another thing you might want to do to objects on your page, is lock them.
01:09 While this group is selected, I'll go to the Object menu and choose Lock, or you
01:14 could press Cmd+L or Ctrl+L on Windows. Notice that InDesign deselected it, and
01:19 in fact, now if I click on it, I find that I can't select it at all.
01:23 You can click as much as you want and you'll never select it.
01:26 I'll go ahead and do the same thing to this frame here.
01:28 Let's zoom out a little bit, Cmd+- or Ctrl+-.
01:31 There we go, now I can see that object as well, and I'm going to go to the Object
01:35 menu and choose Lock. So that can be really helpful, because
01:39 locked objects cannot be selected. But what if I want to unlock these objects?
01:43 How do I do it if I can't even select them?
01:45 Well, there are a couple of ways. One is to go to the Object menu and
01:49 choose Unlock All on Spread. That unlocks everything on this spread,
01:54 so you can start moving it again. Let's go ahead and lock those again,
01:57 because I want to show you another way to do it.
02:00 The second way that you can unlock objects is to click on the little lock
02:04 icon that's attached to the object. Now, right now you can't see that lock
02:08 icon because we're in preview mode. All of the adornments attached to objects
02:12 are invisible in preview mode. But if I press the W key to jump out of
02:16 preview mode, now you'll see this little tiny blue lock icon in the upper-left
02:20 corner of each of these objects. If I place my cursor on top of that lock
02:25 icon, the cursor changes to indicate that when I click, it will unlock the object.
02:29 I'll go ahead and click here, and you'll see that it becomes unlocked.
02:33 Now it's selectable again. The third way to handle locked objects is
02:37 in the Layers panel. I'll go ahead and open the Layers panel
02:40 in my doc, and then I'll twirl open the Type layer and you can see that one of
02:44 these objects has a little lock icon next to it.
02:47 To unlock that frame, I simply click on the lock icon and now that object is
02:51 selectable again. Now you don't have to lock or group
02:55 objects, but these features do make it much easier to lay out your projects faster.
02:59
Collapse this transcript
Nesting objects
00:00 Here's a wacky concept that you have to get into your head before you really
00:03 become an InDesign expert. You known that text and graphics both go
00:06 inside frames, right? But did you know that you can actually
00:09 put any object inside a frame? In fact you can put a whole frame inside
00:14 another frame. This concept is called nesting.
00:17 And it turns out to be crucially important for a wide range of effects.
00:21 Let me show you an example. I'm going to select this big text frame
00:24 from inside my exercise file, and I'm going to cut it to the clip board.
00:27 By going to the Edit menu and choosing Cut.
00:30 Next I'm going to select this big circle that has text on it, and I'm going to go
00:33 back to the Edit menu and I'll choose not Paste, but Paste Into.
00:39 Paste Into is the main trick for nesting one object into another.
00:44 You'll see that when I do that, I now have that text frame inside the circular frame.
00:49 If I want to select that text frame inside the other frame, the easiest way
00:53 to do it is to go to the control panel, and click on this little button up here,
00:57 the Select Content button. To me it looks a little bit like a
01:00 Martian with a down arrow, but that means select the content inside the frame.
01:05 Now, I've got that nested text frame selected, but if I want to select the
01:09 container of the frame, the circular one, I could do one of two things, I could
01:13 click on this little button above it, the one that has the up arrow, or I could
01:17 simply press the Escape key on my keyboard.
01:19 Now, this is sort of a frivolous example. Because you probably wouldn't put that
01:23 text inside this circle. Let me show you an example of a cool
01:26 special effect that you might want to do. I'm going to zoom down here on this text.
01:30 And I'm going to select this frame, the one that says Roux.
01:34 Go to the Type menu. And choose Create Outlines.
01:37 Now I don't have a text frame anymore. I have an outline of this word.
01:41 Now I'm going to move this text frame down here up, so that it sits behind this
01:45 word Roux. I'll adjust the width of this so that it
01:47 covers the whole word. That looks better.
01:50 And then I'm going to send it behind, by going to the Object menu, choosing a
01:53 Range, and then Send to Back. Okay.
01:57 Now I'm going to copy this text frame. I'll press CmdC or Ctrl+C in Windows,
02:01 select my outlines, and then use Paste Into.
02:06 Now at first it doesn't look like anything's changed, because when I used
02:09 Paste Into it pasted exactly in the same place.
02:13 Its pen registered together. Okay, to create my new special effect, I
02:17 need to select that text frame that's inside the blue word.
02:20 So to do that, once again, I'm going to go up to the control panel and click the
02:24 Select Content button. Now the text frame is selected inside there.
02:28 And I'm going to change that text to white.
02:31 So I'll go to the Swatches panel. I'll click the Formatting Effects Text button.
02:35 That's that little t button and then I'm going to change the color to paper.
02:40 You can see that the text inside the frame is now white but the text behind it
02:44 is still black. Cool effect huh?
02:46 Well it doens't have to stop there. I'll go ahead and select both of these
02:50 objects, both the text frame and the blue outline, just dragging over both of those
02:54 and I'm going to group them together by going to the Object menu and choosing Group.
02:59 I'm grouping them because I'm going to nest that into another frame, and
03:02 technically, you can only nest single objects into a frame.
03:06 So by grouping them together, I make a single object.
03:09 Now, I'll cut that to the clipboard with a Cmd+X, or Ctrl+X, and I'm going to draw
03:14 a frame out here. I'll use the Elliptical Frame tool.
03:18 And then I'll use Paste Into one more time.
03:22 So here I have an ellipse, and inside the ellipse I have a group, and inside the
03:26 group I have some blue text, and then inside the blue text I have a text frame
03:30 with white text. So, as you can see, nesting objects
03:33 inside other objects can really get out of hand, but it's extremely helpful for a
03:38 wide range of really cool layout effects.
03:41
Collapse this transcript
Aligning and distributing
00:00 Whenever you have two or more objects on your page, you need to think about the
00:03 relationship of those two objects. Stacking order is one kind of relationship.
00:08 That is, which is in front of the other. Another kind of relationship is aligning
00:12 or distributing items on the page. For example, how do you make two objects
00:16 align just along their left edges? Let's zoom in on the upper-right corner
00:20 of this page from the exercise folder, and I'm going to select this object.
00:24 Let's see if I can easily align it to the object on the left.
00:27 As I drag it around, you'll notice little green lines showing up and then disappearing.
00:32 But when I drag it until I see a green line along the top of both of those
00:35 objects, I know that those two objects are aligned.
00:39 The green lines are called smart guides, and smart guides make it really easy to
00:43 line up objects. Now I'll drag this object over to the
00:46 left, and I'll wait until I see that green line appear.
00:49 As soon as the green line shows up in the middle, I know that the centers are aligned.
00:53 But, because these objects have the same width, I know that means their left edges
00:57 are also aligned. And finally, I'm going to drag this
01:00 fourth object over until I see two green lines.
01:03 One going along the top, which aligns it to the one to the left.
01:07 And one, going right through the middle, which aligns it to the middle of the one
01:10 above it. That means it's aligned with those objects.
01:14 You can also use smart guides to adjust the distribution of space between objects.
01:19 For example, I'm going to drag this selected object up until it's aligned
01:22 with the two images on its left. Now I'm going to drag the one in the
01:26 middle to the left until I see two little green arrows show up.
01:30 You see those little green arrows just below the images?
01:32 They're little double-headed arrows. It's a little bit hard to see, but when
01:36 you see those, it means that there's equal space to the left and to the right
01:40 of this image. Now smart guides are great for aligning
01:43 two or three things. But if you have a lot of objects to
01:46 align, it's much easier to use the Align panel.
01:49 For example, let's say I want to align all of these images up against their left edges.
01:53 I'm just going to move them around here so they're roughly in place.
01:57 But then I want to make sure they're exactly aligned.
02:00 So, I'll select all four of them by shift-clicking on them.
02:04 And then I'll go to the Window menu, and choose from the Object and Layout
02:07 sub-menu, Align. The Align panel gives me a number of
02:11 options for aligning and distributing my objects.
02:13 It's very visual, very intuitive. To align these along their left edges,
02:17 I'm first going to click on this button. The first button in the panel.
02:21 That's called align left. One click and they're all aligned.
02:25 Next, I want to distribute the space between them equally so I have the same
02:29 amount of space between each one. To do that, I'll click on the Distribute
02:33 Spacing Vertically button. Notice that I'm not using distribute objects.
02:37 A lot of people make that mistake. Distribute spacing means, make sure
02:41 there's an equal amount of space between each object.
02:44 When I do that, the top and bottom objects remain exactly where they are,
02:47 and all the other objects move so that we have equal space between them.
02:51 Now sometimes it's helpful to specify a specific amount of space that you want
02:55 between them. For example, maybe I want five
02:58 millimeters between each of these objects.
03:00 To do that, I need to turn on this Use Spacing check box.
03:04 And then I'll type in the value that I want here.
03:06 Five millimeters. Then I'll click on Distribute Spacing
03:09 again, and I know that I have exactly five millimeters of space between each object.
03:13 Okay, here's one more alignment trick that I need to show you.
03:16 I'm going to zoom out a little bit, Cmd+-, or Ctrl+-, so I can see more of my page.
03:22 And I'm going to move these out of the way a little bit to try and put them into
03:25 alignment again. Now I'm going to select all of those
03:29 objects, and I want to align to the right edge of this one.
03:33 I could come over here and click on the Align Right button in the Align panel,
03:37 but actually, that would align onto the edge of this one, because the Align Right
03:41 button always aligns to the right-most object in the selected group.
03:46 Just like Align Top always aligns to the top-most object.
03:49 Align Left always aligns to the left-most object.
03:52 But in this case, I want it to align to this object here.
03:54 It's kind of in the middle. So to make it align on that one, I need
03:58 to do one more thing before I click the Align Right button.
04:01 I need to click on that object. You'll see that when I do that, it
04:04 highlights it with a heavy red line. Technically that's called setting the key object.
04:10 That object is the key object, and all the other ones will key off that.
04:14 I'll click on the Align Right button, and you'll see that all four of those objects
04:17 are now aligned along the right edge of that key object.
04:21 Now I'll just click out here to deselect. I love inDesign, because it gives me
04:25 incredibly precise control over every object on my page.
04:28 Which is exactly what I need to build high quality documents.
04:32
Collapse this transcript
Understanding text wrap
00:00 How do you get text to run around something else on your page?
00:03 For example, I'll zoom in here, so I can see this text and this guy, and I want
00:08 this text to run around this guy's head. How can I do that?
00:12 Well, I need the text wrap panel, and I can find that in the Window menu.
00:17 Just choose text wrap. Next I need to select the image that I
00:20 want to cause the wrap. The picture of this guy.
00:23 And then I need to choose one of these text wrap options.
00:27 But first, I want to point out that this image is actually underneath the text frame.
00:31 That's okay. InDesign can do text wrap whether the
00:34 image is behind the frame or on top of it.
00:37 Now this first button in the text wrap panel, means no wrap.
00:40 That's what we have right now. There's no text runaround going on right now.
00:44 But if I click this second button, it means wrap around the graphic frame, the
00:48 whole frame. Now, that's probably appropriate when you
00:51 have a rectangular image but in this case, it completely doesn't work.
00:55 So, I want this third button Wrap around the object shape.
00:59 Now it doesn't look like anything changed here but technically Indesign is now
01:04 wrapping around the shape of the object. Unfortunately the object is the image itself.
01:09 And the image is a rectangle. Images are always rectangular so we need
01:13 to tell Indesign don't wrap around the image wrap around what's inside the image.
01:18 That is the figure of this guy's head. Now we can find that by changing the
01:22 Contour Options popup menu. Right now it is set to same as clipping
01:27 and this image doesn't have a clipping path so that really doesn't help us.
01:30 We could chose Graphic Frame but that definitely wouldn't help us because the
01:35 frame is a big rectangle too. No, that we want is either Alpha Channel
01:39 or Detect Edges. Detect edges asks in design to go in and
01:43 find the edge around this person's head. That sometimes works but it's a little tricky.
01:48 In this case we have an alpha channel. An alpha channel is just a technical way
01:52 of saying the transparency and the image has transparency.
01:56 It's obvious you can see right past him. So we're going to use alpha channel.
02:00 As soon as I click on that, you can see that the text wraps around the alpha
02:04 channel of the image. This thin red line here is the text wrap contour.
02:09 It's slightly pushed away from his head because there's a value applied here,
02:13 right here in the text wrap panel. Right now, it's set to 3.17mm, but I
02:17 could set this down to something smaller. Go ahead and select all of that and set
02:23 it to 0 and hit return or enter. Now you see the text drop goes all the
02:27 way in to the edge of his hair and that's way too tight.
02:30 So let's bring it out, let's say ten millimeters and that's way too big.
02:35 I'm going to bring it back to three millimeters here, that looks pretty good.
02:38 Now the cool thing about this text drop contour, is that we can actually go in an
02:42 edit it manually if we need to. We do that by choosing the direct
02:46 selection tool, the white arrow tool, and as soon as I click on that, you'll see
02:50 all the little bezier points along that path.
02:53 I can click on one of those and drag it out.
02:55 Now obviously moving those one at a time is really a hassle, so you're not
03:00 going to want to do that a lot. But it is nice to know that you could.
03:03 Also, you'll see that as soon as you do that the contour type changes to user
03:08 modified path. Okay, let's look at some of the other
03:11 options in the text wrap panel. I'm going to pan over here with option
03:15 space bar or alt space bar and then I'm going to select one of these objects with
03:19 the selection tool and why don't I resize this down to something smaller and then
03:23 drag it on top of this paragraph here. When I do that you can see that the text
03:28 flows on both the left side and the right side of that object.
03:32 That's a little bit weird, most people don't like having text flow on both the
03:35 left and right side, but you can control that by going to the text wrap panel and
03:40 changing the wrap to pop up menu. Right now it's set to both right and left
03:44 sides but I could change this to just the right side or just the left side but the
03:48 one that I use most often is largest area, down here at the bottom.
03:52 Largest area is nice because if I move this to the left, I can see that there's
03:56 more room on the right, and the text flows around that side.
04:00 If I move it to the right a little bit, there's more area on the left, and so the
04:03 text flows that direction. You can also see a thin red line in a
04:07 rectangle around that image. And again, that's the text wrap contour.
04:11 And sometimes we want to have more text wrap on one side than the other.
04:15 To do that we'll go back to the text wrap panel.
04:17 Let me move this a little closer, so we can see it better and then I'm going to
04:21 turn off this little link icon. That way you can set the top, bottom,
04:25 left, and right sides separately. For example I'll set the bottom value to 0.
04:31 Now the text can flow a little bit closer underneath it.
04:34 Okay, I didn't mention these last two buttons in the text wrap panel, these
04:38 last two text wrap options. Option number 4 means jump over, in other
04:43 words, there should never be any text on the left or the right side.
04:46 If I move this object, you'll see that text just jumps right over it.
04:51 The last button here means skip to the next column.
04:53 In this case its forcing the text right out of the text frame.
04:57 But if I pan over a little bit further to the left and then move this into this
05:01 column, you'll see that it forces this text to skip over this column into the
05:05 right column. I find that both of these options the
05:08 jump over or the push to next column are really most helpful when laying out books.
05:13 So, it's great that Text Wrap forces text to run around an object.
05:17 But sometimes it can get you into trouble.
05:19 Let me show you what i mean. I'll jump back to fit the whole spread in
05:23 the window with a command option 0 or control alt 0.
05:25 Then I'm going to select this caption down here and go into 200% with the
05:29 command 2 or control 2 on windows. Now I'm going to move that caption down,
05:34 so that its on top of this image. What happened?
05:37 Where did the caption go? Well, I can see that there's a little red
05:40 over set mark here. And that means that all the text was
05:44 forced out of the frame, and the reason is, this image behind it has text wrap
05:49 turned on. Now I need that text wrap to be turned on
05:51 because I don't want the text up here to flow on top of the image.
05:55 But I also don't want the text wrap to effect the caption here.
05:59 Fortunately Indesign lets you make an exception to text wrap.
06:03 So while this text frame is selected, I'm going to go to the object menu and choose
06:07 text frame options. Then inside the text frame options
06:11 dialogue box I'm going to turn on ignore text wrap.
06:14 When I turn that on and click OK this text frame will never be effected by text
06:19 wrap on my page. Now these Text Drop features do take some
06:22 getting used to, but I love the way that the Text Drop feature lets me precisely
06:26 manage where my text will and won't flow on the page.
06:30
Collapse this transcript
Using anchored objects
00:00 This graphic has been placed on my page and given a text wrap, so that the text
00:04 flows right past it. But if I Double-click in this text frame
00:07 to switch to the Type Tool, I can Drag past it, and you'll see that I'm
00:11 selecting all of the text. It jumps right over the image.
00:14 Now this layout looks pretty good right now, but what if I need to Edit the text?
00:18 It's imperative but the graphic and the caption underneath it, stay together.
00:23 So if I come over here and just grab some text and Delete it, well now we've got problems.
00:28 The text moved, but the graphic didn't. How can we tell the picture to move along
00:33 with the text? To do that we need an in line or anchored object.
00:37 Let me Undo what I just did with a Cmd + Z or a Ctrl + Z on Windows, and I'm going
00:41 to turn this object, this graphic, into a inline object.
00:46 To do that, I'm first going to give it its own line to sit on.
00:49 I'm going to Click at the end of this paragraph, and then I'm going to press
00:52 Return or Enter to make a blank paragraph.
00:55 I want this graphic to sit on that line as though it were text.
00:59 To do that, I'm going to choose the Selection Tool.
01:03 Click on the graphic, and Cut it to the clipboard, by going to the Edit menu and
01:07 choosing Cut. Next, I'm going to switch back to the
01:10 Type tool, Click inside that blank line and Paste it.
01:16 When you Cut or Copy with a Selection Tool, and then Paste with the Type Tool,
01:21 the object becomes an inline object. It's sitting right there on that paragraph.
01:25 Now, it doesn't look quite right, of course.
01:28 And that's because this paragraph has absolute leading.
01:30 I talk about leading in a later chapter, but for right now, I'm just going to
01:34 point out that I could Drag over that whole line, with the Type Tool.
01:38 I just selected the whole text, including that graphic, and then I'm going to go up
01:41 to the Control Panel, and I'll make sure that little a is selected.
01:45 That's the Character Formatting button. And I'm going to change the Leading, from
01:48 this 15pt down to auto. Auto Leading is great for inline objects
01:53 because it says, take however much space you need.
01:56 Just move the text around to make it fit. I'm also going to make this paragraph
02:00 Centered by going to the right side of my Control Panel, and Clicking on the Align
02:04 Center Button. Now, that looks much better.
02:07 Now this object is in line. So if I make that same kind of Edit, like
02:11 taking out a bunch of text, it flows with the text.
02:14 If I add text, I'll just start typing a bunch of gibberish here.
02:17 You'll see that it moves down with the text.
02:20 Okay, let's look at another example. I'm going to press Option Page Down or
02:24 Alt + Page Down, to jump to the next spread.
02:26 Then I'm going to zoom in on this part of the spread here, by holding down the Cmd
02:30 + space bar or Ctrl + space bar, and Dragging over an area.
02:34 I have an object here in the margin, and I'd like to make that an inline object.
02:39 I want to put it right here, inside this paragraph.
02:42 I could use that Cut and Paste method that I just showed you, but I'm going to
02:45 show you a slightly different method. I'll use the Selection Tool, and Click on
02:49 that object. And see that little blue box in the upper
02:52 right corner. I call that the Anchor Me Box, and if I
02:55 hold down the Shift key on my keyboard, and Drag that object into the text frame,
03:00 you'll see a dark black line wherever I Drag it to.
03:04 That black line means, this is where it's going to be anchored or placed in line,
03:08 as soon as I let go of the mouse button. For example, I'm going to put it in front
03:12 of this word, Flemish. You'll see that immediately it gets anchored.
03:15 It gets put as an inline object right there.
03:18 Now, in this case, that object's way too big.
03:20 Let's Resize it to make it smaller. I'll just Drag one of these Corner
03:24 Handles down, until it fits on that line. There we go.
03:27 Now it looks like a little icon before the word.
03:30 Now, once again, I'm going to switch back to the Type Tool, Click in here and type
03:34 some gibberish. And you'll see that that icon moves with
03:37 the text. It really is inline.
03:39 It acts as though it were a single character in the flow.
03:42 But what if I don't want that object inline, actually in the paragraph?
03:46 What if I actually did want it out here in the margin?
03:48 Well let me show you what to do. I'm going to press Cmd + Z or Ctrl + Z a
03:52 few times, to go back to where it was before I entered it.
03:56 Now I'll use the Selection Tool to move this into position.
03:59 I'll put it right at the top of this paragraph.
04:02 Now this time, instead of holding down the Shift key while I drag that little
04:05 Anchor Me box, I'm just going to Drag the box itself.
04:09 I'm dragging with no modifier key. I still get that little black bar, but
04:12 this time it does something different. I'm going to Drag to the left of this T,
04:17 just before the word The, and when I do that, you'll see that that little blue
04:21 box changed. Now it's an anchor icon.
04:24 That anchor icon says that this is an anchored object in the text flow.
04:28 It's anchored right into that position I placed it, just before that T.
04:32 While inland objects can only be inside of a text frame, anchored objects can go
04:37 anywhere I want. I could even Drag this anywhere I want.
04:40 Move it down here. Put it on top of the frame.
04:42 Doesn't matter. I'll actually Drag it over here, so it's
04:45 covering up some of this text. Now I obviously don't want it to cover up
04:49 the text entirely, so I'll go to the Window menu and choose Text Wrap.
04:54 Let's go ahead and turn on the Text Wrap for that object.
04:58 I want the text to flow around this object, so I can see both the icon and
05:02 the text. But the text wrap is doing something very
05:04 strange here. This is actually a quirk in InDesign, you
05:07 just have to understand how it's going to work, and then you can work around it.
05:10 When you apply a text wrap to an anchored object in InDesign, you have to
05:14 understand that it only applies to lines after the line that it's anchored in.
05:19 So, in this case, this icon is anchored before the letter T.
05:23 And so, it will not apply to that whole line.
05:26 It does apply to all the lines after it, but it does not apply to that line, or
05:31 any lines before where it's anchored. So, if I want this to work, I need to
05:35 reposition the anchored object. And I'm going to do that by Dragging this
05:39 little anchor icon out again. And I'm going to put it at the end of the
05:42 previous paragraph. Now technically it gets anchored after
05:46 this word Ursula. But it's still positioned out here.
05:50 So as this text is Edited, the icon will continue to flow with it, but the text
05:55 drops properly. Now, one last thing I should point out
05:58 about these anchored objects, and that's how to get them unanchored again.
06:02 To do that, I simply select the Anchored Object, then I go to the Object menu and
06:06 choose from the Anchored Object sub-menu. Here I'll choose Release.
06:11 The object is now no longer anchored in the text.
06:14 Now, there's a lot more that you can do with anchored and in-line objects in your documents.
06:18 But the important thing here, is to see that you can quickly set-up these kinds
06:21 of relationships between your text and objects.
06:24
Collapse this transcript
11. Transforming Objects
Duplicating objects
00:00 Back in the old days, when we needed a copy of something on our page, we used a
00:04 drive downtown and buy a photostat. Fortunately, it's a little easier now.
00:09 There are more than a dozen ways to duplicate your text frames, graphic
00:13 frames and other items in InDesign. Here are just a few.
00:16 My favorite way to make a duplicate of an object in InDesign, is to hold down the
00:20 Option or the Alt key and drag an object. When I Option or Alt+drag this frame, it
00:26 makes a duplicate of it. Now in this case, I'd like my duplicate
00:29 to be exactly lined up with the first. So I'm going to delete that by hitting
00:33 the Delete key on my keyboard, and go try this again.
00:37 This time, instead of holding on Alt or Option, I'm going to add the Shift key.
00:41 Option+Shift+drag or Alt+Shift+drag on Windows.
00:45 When I do that, it duplicates it and keeps it in perfect vertical or
00:49 horizontal alignment. Now, I could go ahead and edit this text
00:53 if I wanted to, but I'm going to move on and show you another way to duplicate
00:56 that object. I'll delete that one that I just created,
00:59 and I'll go back and select this caption one more time.
01:02 And I'm going to duplicate it by going to the Edit menu and choosing Duplicate.
01:06 Now an interesting thing just happened. Not only did it make a duplicate of that
01:12 object, but it did it with exactly the same offsets as the last duplication I did.
01:17 It remembered. Isn't that cool?
01:19 That turns out to be really useful in other ways, too.
01:22 For example, I'll open the Pages panel and go to page three.
01:26 Now, I'll select this caption and duplicate it.
01:29 Edit > Duplicate. You can see it moved it in exactly the
01:34 same way as it did on the first page. Alright, let's go back to page one and do
01:38 a couple more duplications. I want to select this white line at the
01:42 top of my page, and it turns out that's actually a master page item, so I'll hold
01:46 down Cmd+Shift or Ctrl+Shift and click on it.
01:49 That overrides it so that I can do something with it.
01:52 This time, I want a whole bunch of white lines, so instead of choosing duplicate
01:56 from the Edit menu, I'm going to go to the Edit menu and choose Step and Repeat.
02:01 Step and repeat is a great way to make a lot of duplicates at the same time.
02:05 You can either make it in one direction or as a grid.
02:08 Now in this case, I only want it to go down the page, so I'm going to turn off
02:13 Create as a Grid. Then I'm going to specify how far down I
02:15 want each line to go. I'll click on the word Vertical, that's
02:19 just a little shortcut for selecting everything in that field, and then I'm
02:22 going to type in one centimeter here. Now how many copies do I want?
02:26 I'll start clicking on this up arrow, and you can see that it's starting to add
02:30 lines behind the dialogue box. I can see them, because the Preview check
02:34 box is turned on. I want a bunch more, so let's just change
02:37 this to say, 25. Then I'll click OK and I can see that it
02:41 filled the entire page with those white lines.
02:44 Alright. Let's try another step and repeat.
02:46 This time, I'm going to create my own object.
02:48 I'm going to grab this rectangular frame tool and I'm simply going to drag out a square.
02:53 I'm ensuring that it stays a square by holding down the Shift key while I drag.
02:58 It's filled with this default purple color, but I'm going to pick a different
03:01 color up here by clicking on that pop up menu, let's grab yellow, and then I'll
03:05 hit the Escape key to make the pop up disappear.
03:08 Okay, now I'm going to duplicate this. So, I'm going to grab it with a Selection
03:11 tool, go back to the Edit menu, and choose Step and Repeat.
03:15 This time, I am going to want a grid. So, I'll turn on Create as a Grid.
03:19 You'll see that it remembered that last time I used 25 offsets, but that's not
03:23 what I'm going to do here. I'm going to start off with a grid two by
03:26 two and I'll set the offsets to let's say, 100 pixels each.
03:31 I'm just tabbing from one field to the next.
03:33 Let's make this a little bit bigger. How about 120 pixels?
03:38 That looks good. Once I have the effect the way I want, I
03:42 can increase the rows. Let's maybe make this six by six.
03:47 Maybe one more column. There we go.
03:50 That looks good. Now everybody knows that you can do a
03:53 copy and paste to make a duplicate of an object, but sometimes it doesn't put that
03:57 copy exactly where you want. For example, I'm going to deselect
04:00 everything here by pressing Cmd+Shift+A or Ctrl+Shift+A on Windows, and then I'll
04:05 select my image and one of these captions.
04:08 Now I'll go to the Edit menu and choose Copy, or you could press Cmd+C or Ctrl+C
04:12 on Windows. And then I'll go to page two.
04:14 Here I'll Paste. And you'll see that I get a duplicate,
04:20 but it's not in exactly the same place as it was on page one.
04:23 That's really annoying. I want it to be the same location as it was.
04:27 So, I'm going to delete that and instead of using paste, I'll go back to the Edit
04:31 menu and choose Paste in Place. Paste in place tells InDesign to remember
04:36 just where it was when I copied it, and it puts it in exactly the same location.
04:40 All right. Are you ready for one more way to
04:43 duplicate your objects? I'm going to deselect everything.
04:46 And now I'm going to select this caption. Now up here in the Control panel, in the
04:50 y field, I can see that the upper-left corner of this frame is 136 pixels down
04:56 from the top of the page. I know it's the upper-left corner,
04:59 because of the little reference point in the left edge of the Control panel.
05:02 There we go. The left edge is 136 points down from the
05:06 top of the page. Or 136 pixels.
05:09 Doesn't matter. Pixels and points, same thing.
05:10 Now I'm going to copy this down the page. So I'm going to replace 136 pixels with
05:16 400 pixels. But instead of hitting Enter or Return
05:20 like I normally would, I'm going to hold down the Option or Alt key when I hit
05:23 Return or Enter. Remember what Option or Alt means, right?
05:27 That's right, it means make a duplicate of it.
05:29 So Option or Alt+Return or Enter, and it duplicates it and moves that copy down.
05:35 That Option+Return or Alt+Enter trick works in all the fields of the Control panel.
05:40 Which as we'll see later in this chapter, turns out to be really useful.
05:44 Knowing more than one way to perform the same task in InDesign is helpful, not
05:49 just because you can impress your friends, but because the more ways you
05:52 know how to do something, the more likely you are to use the most efficient
05:55 technique in any situation. And that's really helpful when under deadline.
05:59
Collapse this transcript
Rotating objects
00:00 Having your objects straight up and down on the page is no fun.
00:03 Let's learn how to rotate them. I'm going to rotate this image, this
00:07 piece of artwork here. And the easiest way to do that, is to go
00:10 up to the Control panel and click on one of these two rotation buttons.
00:14 This one rotates at clockwise, this one rotates it back, counter-clockwise.
00:19 Both of those go in 90 degree increments. And if I want to rotate it in more fine
00:23 increments, I'll move to the left a little bit, and change the field here.
00:27 That's the rotate field. Now, I've got a pop-up menu here that I
00:30 can choose presets, but I'm going to do something different.
00:34 I'm going to type in 25 degrees, and then I'll hit Return or Enter.
00:37 But why did this rotate around the upper-left corner?
00:40 Why was it anchored there, and not someplace else, like the middle?
00:43 Well, the answer to that can be found on the far left side of the Control panel,
00:48 way over here. That's the reference point, and it tells
00:51 InDesign where the anchor should be. Let me undo that with a Cmd+Z or a Ctrl+Z
00:56 on Windows and I can see that the anchor point is set to the upper-left corner.
01:00 If instead, I click in the center of that reference point, then go back and change
01:04 this to 25 degrees again, you'll see it rotates around the center.
01:08 Now if you like working more interactively, you can also select an
01:12 object with the Selection tool and then move the cursor just outside one of the
01:16 corner handles. When you do that, the cursor changes into
01:19 this little double-headed arrow, and that indicates that if you click and drag,
01:23 you'll be able to rotate it. Once again, it's rotating around the center.
01:27 If you want even more control over how you rotate objects, you can do it with
01:31 the Rotation tool. You can find the Rotation tool down here
01:34 in the Tool panel. It's hiding underneath this Free
01:37 Transform tool. There it is.
01:39 I'll just click and hold for a moment. Get the popup menu and then choose,
01:42 Rotate Tool. You'll notice that in the center of the
01:45 object, there's a tiny little cross-hair. That reflects the reference point that
01:50 was up in the Control panel. But with the Rotation tool, I can put
01:53 that anywhere I want just by clicking. For example, I'm going to click in this
01:57 little blobby orange area. It looks kind of like an eyeball to me.
02:00 And I'll click there and the cross-hair's moved to that point.
02:04 Now, I can click and drag anywhere on my page to rotate that object around that point.
02:10 You'll notice that the background change colors, sometimes dramatically as you're dragging.
02:14 That's not a big deal, just a screen redraw problem.
02:16 When I let go, you'll see it change back to way it was.
02:19 But here's what you should notice. As I'm dragging, I see a tiny little
02:23 readout next to my cursor. That shows me exactly what angle this
02:27 object is at. Then, when I let go, you'll see the
02:31 object rotated. The background went back to the way it
02:33 was supposed to be, and all is well. Now that we know how to rotate objects,
02:37 the obvious question is, how to scale them, larger or smaller?
02:40 And that's what I'll cover in the next movie.
02:42
Collapse this transcript
Scaling objects
00:00 It's the golden law of page layout. Nothing ever seems to be the size you
00:04 need it to be on your page. Fortunately, there are a number of ways
00:08 to scale graphics, text, and other page items in InDesign.
00:12 I have my portfolio page open from the excercise files folder.
00:15 And I'm going to jump to page four by pressing Cmd+J or Ctrl+J on Windows, then
00:20 typing four and hitting Enter or Return. Now on this page, this artwork just isn't
00:25 the right size. I need to scale it up.
00:27 The first way we'll do that, is by clicking on it with the Selection tool
00:31 and then choosing the Free Transform tool.
00:33 The Free Transform tool lives in this group of tools in the Tool panel.
00:37 Right now, it's set to the Rotate tool or the Rotation tool, whatever you want to
00:41 call it. And I'm going to choose the Free
00:43 Transform tool. You can also get that by pressing the
00:46 letter E when you're not editing text. The Free Transform tool is great.
00:50 Because if I select it and then drag a side or a corner handle, it automatically
00:55 scales it. Now we're seeing a background coloration
00:58 problem here. That's just a screen redraw problem, and
01:01 it goes away as soon as I let go of the mouse button.
01:04 But we're also seeing another problem here.
01:05 When I scaled this, it scaled it disproportionally.
01:09 It got wider, kind of stretched it out, which I think this artist would not be
01:13 very happy with. So instead, I'm going to undo that.
01:15 Cmd+Z or Ctrl+Z, and I'm going to hold down the Shift key while I drag.
01:21 Come over to the corner handle and Shift+drag, and now it scales it proportionally.
01:25 It makes sure the height and width is always proportional.
01:29 So that's pretty good, but I have to tell you, I actually don't usually use the
01:33 Free Transform tool. Why?
01:35 Because I just use the Selection tool, the black arrow tool.
01:38 This tool lets me do exactly the same thing, except I have to remember to hold
01:43 down one modifier key. The Cmd key on the Mac or the Ctrl key on Windows.
01:48 That key tells the Selection tool to scale both the frame and what's inside
01:52 the frame. So, Cmd or Ctrl+drag on this corner
01:56 handle, or a side handle will scale it again, but it scales it
01:59 disproportionately, just like that Free Transform tool.
02:02 So I better undo that. And instead, Cmd+Shift or Ctrl+Shift,
02:06 that scales it proportionally. I really like that Cmd+Shift or
02:12 Ctrl+Shift trick. That is honestly what I use almost all
02:15 the time when I'm scaling things. That said, there is one other technique
02:19 that's pretty useful, and that's to scale up in the Control panel.
02:22 Now up here in the Control panel, there are two scaling percentages: the width
02:27 and the height. Next to them, there's a little link icon.
02:30 When that's turned on, which it is by default, the height and the width will
02:34 always scale proportionally. They'll scale together.
02:37 But before I'm going to use either of those, I want to make sure that the
02:39 reference point is set properly. That's the icon in the far left corner of
02:43 the Control panel. And this tells InDesign, what should anchor?
02:47 What should not move? Where everything else will scale around
02:50 that point. Right now it's set to the center, and
02:53 that's not right for this. I want the upper-right corner to stay fixed.
02:58 So I'll click on that. Now I'll come over here and replace that
03:01 100% with a different percentage. Say, 150%, and then I'll press Return or Enter.
03:06 Now, an interesting thing happened here. It did scale it up, but it still says 100%.
03:12 What's going on there? Well, by default, when InDesign scales a
03:16 frame, it always sets it back to 100%. Now the image inside is not necessarily 100%.
03:22 And remember, you can double-click on an image with the Selection tool, and that
03:25 selects the image inside the frame. With the image selected, I can see in the
03:30 Control panel that the image is scaled to 78%.
03:33 Well 78.070 et cetera percent, but you get the idea.
03:38 But if I double-click on this again, it goes back to the frame, and I can see
03:41 that is 100%. I'm going to undo that change, because
03:44 what I really want, is for this image and this caption, and I'll select both of
03:48 them, I want both of those together to be exactly seven inches wide.
03:54 I want to scale that up until they're seven inches wide together.
03:58 Now, you might think that you could go to the width field of the Control panel,
04:01 this field right up here and just type seven inches, 7in and hit Enter, but that
04:05 does not work at all. This actually resizes the frames, not
04:10 scales them. If you look closely, you can see that
04:12 this frame is actually now too big for this image.
04:15 That's not what I wanted to happen. I wanted it to scale.
04:17 So, let's undo that and try a different technique.
04:20 Instead of scaling in the width field, which doesn't really work, I'm going to
04:24 go to the Scale field, the horizontal Scale field, and I'm going to change that
04:28 100% here to seven inches. I'll just type 7in or you could type 7"
04:34 or whatever, either way works. Now that's a little strange.
04:38 I'm replacing a percentage with an absolute value, but it works because when
04:42 I hit Return or Enter, the whole thing gets scaled.
04:46 So now I know that these two objects together make up exactly seven inches wide.
04:51 Which I guess, according to that width field, is 504 pixels.
04:55 I didn't know that. Of course, while you can scale your text
04:58 and vector art, like Illustrator art all you want, scaling bitmap images like this
05:02 Photoshop image here, does have an effect on its quality.
05:06 If you scale a bitmapped image up, its resolution goes down.
05:10 Scale it down, and the resolution goes up.
05:12 It's just something to keep in mind when scaling objects on your page.
05:15
Collapse this transcript
Skewing objects
00:00 Skewing, also called shearing, helps give an object a sense of perspective or
00:04 dimensionality, or it could draw attention to an object by making it look
00:08 just odd. Now I can select both of these objects on
00:11 my page and I can skew them by going to the Control panel and changing the skew value.
00:17 There's a pop up menu here. And I can choose a value or type any
00:20 value that I want. I'll just change this to 30 degrees.
00:23 And you can see that it skews it. So that the top goes to the right and the
00:26 bottom goes to the left. That looks kind of interesting, I suppose.
00:30 But if I really want a lot of power skewing, then I'm going to undo that,
00:34 with a Cmd+Z or Ctrl+Z. And instead, I'm going to use the Shear tool.
00:38 That lives underneath the Free Transform tool here in the Tool panel.
00:41 There it is, the Shear tool. Before I use this tool, I want to make
00:46 sure that the reference point is set up to the center, or I could just click
00:49 anywhere on my page to set that reference point.
00:52 Now I get the crosshairs right at that point.
00:55 That way InDesign knows what part of this group of objects are going to be anchored.
00:59 Then I'll just start dragging. I'll click out here and drag.
01:03 And you'll see outlines of those objects getting skewed.
01:06 When I let go of the mouse button, you'll see them actually skewed.
01:09 It almost looks like these are rotating in three dimensional space.
01:12 It's kind of interesting effect. Now if I want to see the skew in action
01:16 while I'm dragging, I'll click, hold for a moment, and then start dragging.
01:20 And you'll see the background kind of freak out there, but that's just a redraw
01:24 problem and it'll come back as soon as I let go of the mouse button.
01:28 You get the idea. You can really get an interesting sense
01:30 of warping here. Now unfortunately, there's no way to do
01:33 true perspective in InDesign. If you need that, you're going to have to
01:37 go use Adobe Illustrator instead.
01:40
Collapse this transcript
Mirroring objects
00:00 While flip flopping may not be such a good thing in politics, it can be a great
00:04 thing in page layout. Especially when pictures are facing the
00:07 wrong direction. There are several ways to flip or mirror
00:10 an object. I'm going to jump to page three in this
00:13 document by pressing Shift+page down a couple of times.
00:16 Now let's say the artist told me that this picture is backward.
00:20 I can flip it over by selecting it, then going to the Control panel and clicking
00:25 one of these two buttons. I could flip it horizontally by clicking
00:28 the one on the left. I'll click again to put it back.
00:30 Or I could flip it vertically by clicking the one on the right.
00:34 Now why did that almost flip right off the page?
00:37 Well it's because I didn't pay attention to the reference point over here on the
00:41 left side of the Control panel first. I'll undo that with a Cmd+Z or Ctrl+Z,
00:46 and I can see that the reference point is the bottom middle part of that image.
00:50 So when I flipped it over vertically, it flipped over that point.
00:54 That point was anchored. You know, that mirroring effect gives me
00:57 an idea. I want to show you a cool trick.
00:59 I'm going to scale this image first to give myself a little bit of room.
01:03 I'll Cmd+Shift+drag on this, or Ctrl+Shift+drag on Windows.
01:07 Just make that a little bit smaller. Then I'm going to flip it over again,
01:10 right from that center bottom point. And I'm going to flip it over, but this
01:13 time I'm going to hold down the Option key or the Alt key when I click on this button.
01:18 That makes a duplicate of it and flips it.
01:20 So now I have a perfect duplicate of it, like a mirror image, but I want to make
01:24 it even more like a mirror. Kind of like this is sitting on a shiny surface.
01:28 So, I'm going to change the scale of this duplicate down here.
01:31 I'll change the scale up here in the Control panel.
01:34 You'll see that the scaling feature is set to minus 100%.
01:39 That's kind of weird, a minus percentage scaling.
01:41 But that's how it achieves the mirror effect.
01:44 I'm going to change that to minus 40%. I'll hit Enter or Return, and you see it
01:49 squishes it. I could do that because I had unlinked
01:52 this little link icon to the right. That way I could scale it vertically and
01:56 leave the horizontal the way it was. Now I'm going to skew this image a little bit.
02:01 I'll go to the Skew field for Scale then Skew, and I'm going to skew this 60 degrees.
02:06 That skews it over to the left. Let's try it over to the right.
02:09 How bout minus 60 degrees. That looks pretty good for a reflection,
02:13 but it's a little bit too bright. I don't want it to be quite so bright.
02:16 So I'm going to open my Effects panel and I'm going to change the blending mode of
02:20 this duplicate to Multiply. That kind of burns it into the background
02:24 a little bit, and then I'll change the opacity, maybe 50%.
02:28 Now, the last thing I'm going to do to this to make it look more like a
02:30 reflection is to apply a gradient feather.
02:33 Something that'll make it look like it's blending out or fading out a little bit.
02:36 So, I'll go to this Effects popup menu, choose Gradient Feather, and then in the
02:40 gradient feather pane of the effects dialog box, I'm going to change the angle
02:43 to something like 90 degrees. 90 degrees makes it go from the bottom to
02:48 the top, but because this object is mirrored, it's flipped over, it's
02:51 going to go from the top to the bottom. Then I can change the gradient stops up here.
02:57 I'll drag the slider over, maybe make it a little bit more opaque, and then click OK.
03:01 Finally, I'll click on the paste board to deselect everything, and that looks great.
03:06 I love that I can do these kinds of creative effects right on my InDesign
03:09 page, instead of relying on some other program.
03:12 It's amazing!
03:14
Collapse this transcript
12. Character Formatting
Applying basic character styling
00:00 We saw in an earlier chapter, how you can get text into InDesign and then edit it.
00:04 Just use the Type Tool. But how do you format the text?
00:08 How do you make it pretty? Lets take a tour through your options for
00:11 text formatting. I have my brochure document open from my
00:14 exercise file folder. And I'm going to zoom in here on the left side.
00:18 I'd like to format this first line of text.
00:21 So the first thing I need to do of course is select it with a type tool.
00:24 I'll double click with the selection tool which switches to the type tool and then
00:28 I'll select the text. I could drag over it if I wanted to but
00:31 I'm just going to triple click and that selects the entire line.
00:34 If you're familiar with Illustrator or Photoshop you might be tempted to go up
00:39 to the window menu and go look for a character panel.
00:41 And in fact you can find one. It's hiding down here in the type and
00:45 table sub menu. But I'm not going to choose it because I
00:48 don't need to. I already have all the features I need
00:51 right in front of my face. I'll press the escape key to close that menu.
00:55 Just look up her at the top of the screen in the control panel.
00:59 Whenever you use the type tool to select text on your page, the control panel
01:02 changes to show you all the formatting you need.
01:05 Now technically the control panel has two different modes.
01:09 There's the character mode, which you get when you click on this little a in the
01:12 upper left corner, or there's a paragraph formatting mode, which you get when you
01:16 click on this little pilcrow character. That's the name of that character if you
01:20 didn't know, its a pilcrow. I'll be talking all about paragraph
01:24 formatting in the next chapter, but for right now, I'm going to stick with
01:27 character formatting, so I want to make sure that A is selected.
01:31 The first item I see in the control panel, right here, is the Font menu.
01:35 I can change the font easily simply by clicking on this popup menu and choosing
01:39 a different font. For example, I'll just click on Brush Script.
01:43 I'm just picking something random here, or I could come up to this menu, click in
01:47 it, and then type the name of the font that I'm looking for.
01:50 For example, I'll just type myr and indesign filters out all my fonts down to
01:57 the list of just the ones that have myr in them.
02:01 So it guesses that I want Myriad Pro. And I can move up and down this list by
02:04 using the arrow keys on my keyboard. I'll just go down this list, and you can
02:08 see it changes on the page behind it. Or, I could just click on the one that I want.
02:13 I'll choose Myriad Pro Bold. The next pop up menu down, right
02:17 underneath the font, is the style. I already chose bold, when I was choosing
02:22 the font, but if I wanted to change it, it'd be easy to change it here.
02:25 I want to point out that InDesign there's lots of redundancy.
02:29 That is, there is many ways to do the same thing.
02:32 So you can also change the font formatting by going to the type menu up here.
02:36 Here's the same thing. There's the fond menu.
02:39 But in this case to change the style I look inside sub menus.
02:43 So I could choose American Typewriter and then choose light or regular or
02:47 condensed, something like that. By the way, if I look at the top of my
02:51 font menu, I see two fonts that are out of alphabetical order.
02:54 What are those doing there? Well, this is the recently used font menu.
02:58 This shows me all the fonts that I've used since the last time I launched InDesign.
03:03 They're all up here at the top of the list, so I can get to them quickly.
03:06 In this case, I don't want to change the font, so I'll hit the escape key, or I
03:09 could just click elsewhere on the page. What I want to do is change the size of
03:13 this font. That's the third item in the control
03:15 panel, right here. Right now it's set to 10.5 points.
03:18 I could choose something out of this popup menu here if I wanted to, or I
03:22 could just type something in myself, like 16 points, and then hit enter or return.
03:27 Now you know how much I like keyboard shortcuts, so I can't help but give you a
03:31 keyboard shortcut that you're going to use all the time.
03:33 The keyboard shortcut for jumping to the first field of the control panel is Cmd +
03:39 6 , or Ctrl + 6 on windows. That jumps right to the first field in
03:43 the control panel, in this case, the font field.
03:46 So, I could type a different font if I want.
03:48 For example, I'll type par, and I can see a bunch of other fonts here.
03:53 I'm going to choose party, hit the enter key, and it applies it.
03:57 Another key to use is the tab key. I'll press Cmd + or Ctrl + 6 to jump to
04:01 the top here and then I can tab from one field to the next.
04:06 I'll tab to this fourth field which is the letting field.
04:09 Letting is the amount of space from the baseline of the text, that is the line
04:14 that this text is sitting on right here and the previous line.
04:17 That's the definition of letting, but because this text is actually at the top
04:21 of the text frame letting has no effect at all, but for the rest of this
04:24 paragraph down here it does. I'll go ahead and select some text down
04:28 here in this paragraph and change the letting...
04:31 I'm going to change it to, say, 18 points.
04:34 You'll see the leading that line spacing changes, but only for the text that I change.
04:38 And that's because in InDesign, leading is a character attribute, not a paragraph attribute.
04:44 And this can cause some real problems when you're laying out pages, because you
04:48 have to remember to select the entire paragraph or else you'll get uneven
04:52 leading throughout that paragraph. This is very different than it works in
04:55 many other programs. Fortunately you can change InDesign to
04:59 work the way you'd expect, to apply letting entire paragraph.
05:03 Let me show you how. I'm going to undo this by pressing Cmd +
05:06 Z, or, Ctrl + Z on windows, and then I'm going to go to the preferences dialog box.
05:11 I'll get there by going to the InDesign menu on the Mac, or edit menu on Windows.
05:15 And inside the preferences submenu I'm going to jump right to the type pane.
05:20 Now there's a check box in here that's called apply leading to entire paragraphs
05:25 and I'm going to turn that on. I like to think that this check box
05:28 should be labeled make it work the way you'd expect a design to work.
05:32 So I click okay and now I'm going to apply that leading again.
05:36 Set it back to 18 points. There you go.
05:39 You can see it changes for the entire paragraph no matter what's selected in
05:43 the paragraph. Now that's the way I like to work.
05:46 Now that we've looked into how to change the spacing between lines of text lets
05:50 look at how can change the spacing between individual characters.
05:53 I'm going to come back here to this heading and triple click to select the
05:56 whole line, and then I'm going to look up in the control panel at these two fields
06:01 up here. The first one on the top is kerning.
06:03 Kerning lets you adjust the amount of space between two letters on a line.
06:08 And the second one is called tracking. Tracking is the same as turning, but it
06:12 goes across a range of text, not just two characters at a time.
06:15 In fact, some people tracking range turning.
06:19 Technically they're both doing the same thing, adjusting the amount of space
06:23 between characters. But again, you usually use turning just
06:26 for two characters at a time and tracking for a whole bunch.
06:29 That said, even though I have a bunch of text selected here, I'm going to change a
06:33 kerning value. I'm going to change this pop up menu from
06:36 metrics to optical. Optical kerning is a very clever
06:40 technology in InDesign which actually looks at the shape of each character and
06:44 it adjusts the spacing between them very subtly.
06:46 So you get more even spacing throughout. Now it doesn't work for all fonts and all
06:50 sizes, but in most cases it actually gives you a better result than what you
06:55 could normally get with a font. In this case, it didn't change very much.
06:58 But in some fonts, it's really dramatic. I almost always use optical kerning for
07:03 headings like this. I don't worry so much about it for my
07:06 body text down here. So optical kerning is changing the amount
07:10 of space between each character individually.
07:12 But now let's say I wanted to make the whole line tighter, maybe apply minus
07:17 five or minus ten to the entire line. I'll do that to the selected line by
07:22 coming up to the tracking field and choosing minus ten.
07:24 You can see that all these characters got minus ten together.
07:28 Now I'm throwing these numbers around, like minus five, minus ten.
07:32 But what do those mean. Minus 10 means minus 10 1000th of an M.
07:37 And an M is determined by the size of the font.
07:40 In this case, I'm working with a 16 point font.
07:43 So the M is 16 points. So minus 10 tracking.
07:47 That's minus 10 1000ths of 16 points. We're dealing with very small values here.
07:53 Now, of course font, size, kerning, these are all jsut the beginning when it comes
07:58 to formatting text. In the next movie we're going to dive
08:01 deeper and explore more advanced character sytling.
08:05
Collapse this transcript
Applying advanced character formatting
00:00 In the last movie we looked at the basics of character formatting.
00:03 Now, let's look at a few more other styling options that you have.
00:07 I have my brochure document open here and I'm going to double click on this text
00:10 frame on the left and then zoom into 400% by pressing Cmd+4 or Ctrl+4 on Windows.
00:16 When I double clicked, it immediately switched to the type tool.
00:19 So now, I can just drag over some text that I want to select.
00:23 I want to point out some of the features in the middle of the Control panel now.
00:26 The first field is the Vertical Scale field.
00:29 Right now it's set to 100%. But I could scale this up, maybe to 150%.
00:34 When I hit Return or Enter, you can see that it scales directly up.
00:38 Everything gets taller. I could do the same thing to the
00:41 Horizontal Scaling just to the right. I'll squish this a little bit by setting
00:45 this to 80%. Now if you do this, just be sure not to
00:49 show it to any designers. Because their just going to scream at you.
00:52 This looks terrible, But at least you know that you can do it.
00:55 There's other stuff you an do too. For example, I could choose the single x
00:59 up here at the end of rue. And I can make it go up or down off it's
01:03 baseline, my changing it's baseline shift.
01:05 That's this value up here. For example, I'll set this to four points
01:09 and hit return or enter. And you'll see that it pushes it straight up.
01:13 Or we can pull it down, do a negative number instead.
01:16 Set this to minus two and it'll go straight down.
01:19 And if you want to get really crazy, let's select some more text here and
01:22 change its skew or sheer. That's this field up here.
01:25 Right now it's set to zero degrees, but if I set this to something like 15
01:29 degrees and hit return or enter. You see it skews it or sheers it to the right.
01:34 It almost looks italic, but this is not a true italic, this is a fake italic.
01:38 Some people call it oblique. Or, if you want to sheer it to the left,
01:42 you just change this to a negative number.
01:43 -15 degrees skews backward. Now, you may not be using any kind of
01:48 that text formatting very much, or at least I hope you're not.
01:51 But, here's some text formatting that you probably will use.
01:54 I'm going to select some words down here and I'm going to give it an underline and
01:58 I'll do that by clicking on the underline button.
02:01 That's this t with a little underscore. Its highlighted so I can't see the
02:05 underscore very well so I'll click off here and you can see that that's a big
02:08 black, thick, kind of clunky underline. I sure wish I had some controls over how
02:14 that underline looked and in fact I do. All I have to do is add one modifier key.
02:18 I'll select the text again. And this time instead of clicking on this
02:22 button, I'm going to hold down the Option key, or the Alt key on Windows, when I click.
02:27 That forces InDesign to show me the options.
02:30 In this case, the Underline Options dialog box.
02:32 We can see that the underline is turned on here in this check box.
02:36 But you can also see that we can change the weight, the offset, the color, and so on.
02:41 Let's go ahead and change this to something different, like, let's make it green.
02:44 Let's make it a little bit more narrow, maybe .3 points.
02:48 The offset is how far away from the baseline, the bottom of the text that its
02:52 going to sit. I'm going to make this a little bit
02:54 bigger, maybe two points. And I'm just tabbing through from one
02:58 item to the next in here. Alright, let's click okay, and you can
03:01 see that it's changed. Actually it's really hard to see that
03:04 it's changed there, again because it's highlighted.
03:06 So let me click off here and then you'll be able to see we have a nice, fine green line.
03:11 Now you might have noticed that some of these words along the right edge are hyphenated.
03:16 And I'm going to be talking about hyphenation in a later chapter.
03:18 But for right now, I do want to point out that you can control that, to some
03:22 degree, by selecting the word and then going to the control panel menu.
03:27 And that's way over here on the right side of the screen.
03:29 This little menu here. And then, you can choose no break.
03:33 When you choose no break, it forces the word to stay together.
03:36 It won't hyphenate across two lines. Now all the other text around it has to
03:41 reflow to make sure that text won't break.
03:43 But if you want the word to stay together its worth it.
03:45 I'm going to scroll down here a little bit farther and I want to show you that
03:49 you can apply the no break effect to even more than one word.
03:51 For example maybe I want this whole phrase roux academic graphic design to
03:56 always be on the same line. I don't want it to hyphenate or even
04:00 break across two lines. So, I'll choose that, and turn on no break.
04:04 That's kind of crazy, especially in this narrow column, but you see that it does
04:08 just what I asked it to. It won't break across the line.
04:10 Phew! Well, that's a lot of different
04:12 formatting options, and we've really only scratched the surface of what you can
04:16 with character level formatting. In the next movie, we'll look at some
04:19 features for turning text into uppercase, or small caps characters.
04:23
Collapse this transcript
Changing case
00:00 Upper case characters versus lower case characters.
00:03 Which to use and when. Sometimes, you want text in upper case
00:06 for emphasis. And sometimes, you might want to use
00:09 something called small caps. But, my basic rule is never type anything
00:13 in all caps if you can avoid it. Instead, always type in lower case, and
00:18 apply some kind of caps styling to it. Let me show you what I mean.
00:22 I'm going to zoom in here, and double-click to switch the type tool, and
00:25 then triple-click to select that whole first line.
00:28 Let's say my design calls for that heading to be in all caps.
00:32 Instead of retyping the words, I'm going to come up here to the control
00:35 panel, and I'm going to click on this little button here, the one with a TT,
00:38 the two uppercase T's. That's the all-caps button.
00:43 Now, this looks like it's in all caps but, it's not really.
00:46 It's actually just a style that's been applied to that text.
00:49 And that's great because later on when my art director says, I don't want it in
00:52 caps anymore, you can simply turn the style off.
00:55 Just click on the button again and it goes back to the way it was.
00:59 Now, small caps is like all caps but, it's a little bit more elegant.
01:03 You can turn on small caps by clicking on this other button.
01:06 This is the small caps button with a big T and a little big T.
01:10 You can see the small caps is actually a combination of large and small capital letters.
01:16 The thing is that different fonts handle small caps differently.
01:19 Some fonts like the one I'm using here, Adobe Garamond Pro, actually have true
01:23 small cap characters built in. And that's nice because we have very even
01:27 spacing and color across the line. You know what I mean by color?
01:31 I don't mean red or blue. I mean if you squint your eyes and the
01:34 whole thing goes kind of gray and blurry you want to have even color across the
01:39 whole line. Now looks what happens if I change this
01:41 to some other font that doesn't have a true small caps characters built in.
01:45 I'm going to come up to the type menu and go to the font submenu.
01:48 And I'm going to change this to Arial, let's say Arial regular.
01:53 I'll click down here to deselect this so we can really see what this looks like.
01:57 You can see we have a very different effect.
01:58 Arial does not have true small caps built in so Indesign has to fake it.
02:04 And that fakes it, by taking the true capital letters and shrinking them down
02:07 to about 70%. The effect is technically small caps, but
02:11 you'll see that the color is very different.
02:14 We have a very thick R and an A, and then these other characters look kind of
02:18 anemic next to them. Unfortunately, there's not a lot you can
02:21 do about that really, it's just something you need to pay attention to when you're
02:24 working with different fonts. I'm going to jump out here to fit the
02:27 page in window with a command 0 or a control 0 on Windows.
02:31 And then I'm going to go to the next spread of this document by pressing
02:33 option page down or alt page down. You can see some text right in the middle
02:38 of this text frame here that somebody has typed in all caps.
02:42 Let's go ahead and zoom in on that. I'll click there and go to 200% by
02:45 pressing command 2 or control 2 on Windows.
02:48 Not all caps, it looks pretty icky to me, looks almost like someone's shouting at me.
02:53 I'd much rather apply something like italic or bold to give it some emphasis,
02:56 not all caps. So here's what I'm going to do.
02:59 I'm going to select that text, and then I'm going to go to the Type menu, and
03:04 choose from the Change Case submenu. Here you can see I've got 4 different options.
03:09 I can change this text to upper case, lower case, title case or sentence case.
03:14 I'm going to choose this last one. Because this is a sentence.
03:17 And you can see that InDesign actually changes it for me.
03:20 In this case it is not applying a style. InDesign is actually retyping these
03:24 characters to make them capital at the beginning and then all the rest of them lowercase.
03:28 But it can make that change a lot faster than it would be for me to retype it.
03:32 Now I can come up to the control panel and change the style.
03:35 Maybe make it italic or bold. As I've said before I really like to keep
03:39 my options open whenever possible. I would much rather use change case to
03:43 make these lower case and then use italic or all caps or small caps in order to
03:48 maintain flexibility and still get the effect that I want.
03:51
Collapse this transcript
Using Find/Change for text formatting
00:00 I showed you the fine change feature back in an earlier chapter.
00:03 But then I focused just on finding and changing text throughout your document or
00:07 even across multiple documents. But now I want to take it farther.
00:11 I want to talk about adding text formatting to the mix.
00:13 For example, I have my catalog document open here and I'm going to zoom in on the
00:18 lower left corner here. I can see that in my catalog, I have
00:23 various prerequisites and technical requirements.
00:25 I'd like to format these with some special formatting, but it would be
00:29 really tiresome to have to go in there and select each one of these lines in
00:33 every course in the catalog. No there's gotta be a better way, and of
00:36 course there is. I'm going to double click on this to
00:39 switch the type tool and I'm going to select that word, prerequisites, and the
00:44 colon after it. I'll copy it to the clipboard with a
00:46 command c or a control c on Windows and I'm going to bring up my find change
00:50 dialogue box by going to the edit menu and choosing find change...
00:54 Or course you could press Cmd + F or Ctrl + F.
00:57 Now here in the text tab of the find change tab dialogue box I'm going to
01:00 paste the word that I just copied into the find what field.
01:04 Cmnd + V or Ctrl + V. I could have just typed it myself but
01:08 this was faster. So I want to find everywhere that that
01:11 word shows up with a colon and I want to apply formatting to that word.
01:15 How do I do that? Well, I can do that by changing the Find
01:19 Format and Change Format fields at the bottom of the dialog box.
01:23 If you don't see those fields, then you need to click the More Options button.
01:27 For example, I'll click Fewer Options here and you'll see they disappear.
01:31 Click again, and they show up. You really want to have those visible,
01:34 those are powerful fields that we're going to be talking about here.
01:37 I'm going to click inside the change format field, just anywhere in that blank
01:41 space and up comes the change format settings dialogue box and this let's me
01:45 specify exactly what I want this text to look like.
01:49 I'll click on the basic character formats pane here and I'm going to type a font in here.
01:53 Let's try M Y, that's all I need to type and it guesses that I want Myraid Pro.
01:58 Then I'll hit tab, to jump to the next field.
02:00 And this one, I'm going to type b o and it guesses bold condensed.
02:04 But that's not what I wanted. So I'm going to use the pop up menu here
02:07 to choose bold. And finally, l'm going to tab over to the
02:10 size field and I'll make this a little bit bigger than the current text.
02:13 Maybe 10.5 points instead. I think I'll change the color too.
02:17 I'll click on the character color pane here.
02:19 And then I'll scroll down here until I find a color I like, maybe this blue color.
02:24 Then I'll click okay and you can see that all that formatting has shown up here in
02:28 a list. It's tempting to go right for that change
02:30 all but before I do that, I have to remember that I had made a selection on
02:34 my page. And because I made that selection the
02:37 search popup menu here got changed to selection.
02:40 So I need to change the scope of this from selection to, say story, the whole story.
02:46 I could choose Documents I suppose but I'm just going to say do it in this story.
02:51 Now I'm ready to go. I'll click Change All and InDesign tells
02:54 me that it made 14 replacements. Okay.
02:58 You can actually see one of them out here on the page.
03:00 Now let's go do the same thing to the technical requirements text as well.
03:04 I'll click done to close that, grab this text, copy it to the clipboard, with a
03:09 Cmd + C or Ctrl + C, then open the dialogue box again and paste, Cmnd + V or
03:13 Ctrl + V. Once again I'll change my scope to story
03:16 and then click change all. And I made another 14.
03:19 So you can see, this is a very quick way to change all of that formatting.
03:24 Let's do a couple more of these while we're at it.
03:26 What if my art director told me that I want all of these to be a different color instead?
03:30 Well, in that case, I want to delete the text out of the Find What field.
03:35 I'm just going to press Delete to delete it there.
03:37 When the find what and the change to fields are blank, then InDesign is only
03:42 going to find and change the formatting. It'll completely ignore the text itself.
03:47 So in this case, I'm going to click in this blank area and find format, and then
03:50 I'll go to the character color pane and pick that blue color.
03:56 Then I'll click okay and you can see that blue color is listed here.
04:00 Now, I'll click down in the change format area.
04:01 And I'm going to choose the basic character formats.
04:04 And I'll select this text in here and just press delete.
04:08 I can actually delete this right out of that field.
04:11 Whenever I have an empty field, it means don't pay attention to those at all.
04:15 Don't apply formatting to those things. Finally, I'll go back to the color pane
04:19 here and change the color. Maybe I'll pick this orange color.
04:22 And click okay. So once again the find format and the
04:25 change format fields show me exactly what's going to be found.
04:29 And how it's going to be changed. I'll go ahead and click change all.
04:32 And In Design tells me that 28 replacements were made.
04:35 Click okay. And we can actually see back here that
04:38 all of those colors got changed to orange.
04:41 There's two more things to look out for inside the find change dialogue box.
04:44 First, whenever you apply some formatting in find or change you're going to get
04:48 this little eye icon over here. Looks almost like an information sign
04:53 but, that eye icon means that some formatting has been applied to either
04:57 find what or change to. Now, if you want to clear out all that
05:00 formatting, all you have to do is click on this little trash can icon in the
05:03 lower right corner. When you click on that, it simply strips
05:07 away all the formatting and leaves it blank.
05:09 Using find change is one way to apply this kind of formatting.
05:12 But I should point out that InDesign has a more advanced feature.
05:15 It does something similar called nested styles.
05:18 That's a more automated method. And I cover it in my InDesign Insider
05:22 Training, Beyond the Essentials title here at the online training library.
05:26
Collapse this transcript
Using Find Font
00:00 How do you know what fonts are being used inside your document?
00:03 It's kind of important information to know.
00:05 Fortunately, InDesign has one place that you can go and get all that information
00:10 called Find Font. And you can find it up here in the Type menu.
00:14 By the way, sometimes you'll open a document and InDesign will alert you that
00:18 it contains a font that you don't have. In that case, it offers to open Find Font
00:23 for you. That's just InDesign's way of being friendly.
00:27 The Find Font dialogue box shows you a list of all the fonts that are in your document.
00:31 Not just the fonts, but even the styles within the family.
00:34 So, I can see here that I've got Adobe Garamond Bold and Bold Italic and Italic
00:40 and Regular and so on. Look, I apparently used Myriad Pro Bold somewhere.
00:45 Lets go find out where. I'll click on it to select it, and then
00:48 click Find First. Now InDesign jumped to the first instance
00:51 of this text in my document. And it selected it but I can't find it.
00:56 Partly because all the text is greeked out.
00:58 Greek text is this grayed out effect that InDesign does when you're zoomed out so
01:01 far that you can't read the text very well.
01:04 It just replaces it with gray lines, but it makes it very difficult to figure out
01:07 where your text is selected. So, let me go and click done here and
01:11 then I'm going to zoom in to 400% by pressing Command 4 on the Mac or Control
01:16 4 on Windows. When you do that, Indesign zooms in on
01:21 whatever is selected on the page, and in this case text was selected because the
01:25 fine font dialogue box selected it for me...
01:28 So, it zooms in right on the text. There we go.
01:30 It's that word, animation. I'll click off of it here.
01:34 We can see that it's in the font that we were looking for, and it's white text on
01:37 an orange background. Now, let's say my art director says, I
01:41 don't want to use that font. I want to use a different font.
01:44 Instead of having to go through your whole document, searching for that font,
01:47 you can simply choose Find Font from the type menu.
01:51 Choose the font in here. And then replace it with something different.
01:55 To replace it, you choose a font from the replace with field down here.
01:59 You can pick any font you want. For example, I'll choose Party.
02:03 Now when you do this, also remember to turn on the redefined style when changing
02:07 all checkbox. That's a mouth full.
02:10 This forces InDesign not just to change it on my document pages and on my master
02:14 pages but also go inside my paragraph and character styles and change it there too,
02:19 that's really important. Now I'll talk about styles in great
02:23 detail in a later chapter but believe me, you want to turn that on.
02:27 Now I'm going to click change all and it goes through my whole document and it
02:30 changes all those fonts. I also get this little alert saying
02:34 overrides have been applied to one or more styles.
02:37 As far as I can tell, you can completely ignore this warning, in fact, I suggest
02:42 you turn on the don't show again check box so that you won't have to worry about
02:45 it anymore. It doesn't really mean that anything is wrong.
02:48 Let's move this out of the way and we can see if it worked.
02:51 Yup, there it is, party. Now as I glance through the fonts in here
02:55 I notice there's another font that I wasn't expecting to see.
02:59 Times New Roman regular. I didn't think that I was using that font
03:03 anywhere, so I have a couple of options to figure out where it's used.
03:07 I could use that find first button or I want to show you another option.
03:10 I'm going to click more info. When I click more info I get all kinds of
03:14 information about the font itself, where the font is on my hard drive and so on,
03:18 but more importantly it shows me what page it's on.
03:21 Way down here it tells me it's on page 5. In that case it doesn't really help me
03:27 but I wanted to point out that it's there.
03:28 So I'll click less info and then choose find first.
03:33 That jumps right to it. There it is, I'll close the fine font
03:36 dialogue box. And you can see that this one word has
03:39 Times New Roman applied to it. Now that mistake would be really hard to
03:43 find if I were proofing quickly. So it's so great that Find Font can find
03:47 it for me. Now while it's selected, I can press
03:49 Command 6 or Control 6 on Windows. Jump to the Font field and type the font
03:53 that it's suppose to be. Adobe Garamond.
03:58 I'll select it out of this list, here. I always use Find Font before finishing a
04:02 document, because you'd be surprised how often other fonts sneak in.
04:06
Collapse this transcript
13. Paragraph Formatting
Applying formatting to a paragraph
00:00 In the last chapter, we talked about formatting that you can apply to
00:03 individual characters such as font, size and so on.
00:07 Now let's get into formatting that you apply to a whole paragraph.
00:10 I have my brochure document open from the Exercise Files folder and I'm going to
00:14 zoom In on this text in the upper left corner.
00:16 Now, I'll double-click on this headline to place my cursor in it.
00:20 I want to change my paragraph formatting up in the Control panel, but I notice
00:24 that the Control panel is currently set to character formatting.
00:28 That is that little button up here that has an A on it.
00:30 I'm going to click on this little pilcrow character, the paragraph symbol, down here.
00:34 And that switches the Control panel into paragraph formatting mode.
00:38 Now technically when you switch from one mode to the other, you're really just
00:42 switching what's on the left side of this panel.
00:44 Because if your screen is wide enough you can get both the paragraph and character
00:48 formatting along the top of the control panel.
00:51 It just depends which is on the left. Right now in paragraph formatting mode, I
00:55 see all my paragraph formatting on the left side.
00:58 All the way up from here to here. Then, to the right of that I see my
01:03 character formatting. Like font, size, leading and so on.
01:06 But, right now, I'm just going to focus on the left side.
01:09 The paragraph formatting. Now, you may have noticed that I did not
01:13 select that entire paragraph. I just have the cursor flashing in the
01:17 paragraph, that's all you need to do when you apply paragraph formatting.
01:21 Indesign knows wherever the cursor is that's where it's going to apply the formatting.
01:26 Now that's very different obviously than character formatting where you do need to
01:30 select the characters that you want to apply it to.
01:32 Now the most basic paragraph formatting is the horizontal alignment.
01:36 Right now this is set to left align. That is the left of the edge is on the
01:40 left margin of this text frame. But I can change that if I come up to the
01:44 control panel and click on one of those buttons.
01:47 Here's the line left, but let's try center.
01:49 Now the paragraph is centered in the column.
01:52 Let's try a line right. There are a number of these horizontal
01:56 alignments, including a line toward the spine or away from the spine.
02:00 These toward and away from spine alignments are appropriate when you're
02:05 creating a facing pages document like a book or a magazine.
02:08 That's because those have a spine. They've got a gutter in between the pages.
02:12 And you can make the text move toward or away from that gutter.
02:16 In this case, I'm going to use right align.
02:18 I'm liking that. Now I'm going to set some indents.
02:21 I'm going to click down here in this paragraph.
02:23 Or I could select some of the text in the paragraph.
02:25 Like I said, it doesn't really matter. And I'm going to set the left indent for
02:29 this paragraph. To set the left indent, I'm going to
02:32 choose this field here. Right now it's set to 0.
02:35 But I'm going to change it to something bigger.
02:37 Let's say 16 points. Then I'll press return or enter.
02:40 And you can see the entire paragraph is indented from the margin, 16 points.
02:45 I don't actually want to do that, so, I'm going to undo that with a command + Z, or
02:49 a control + Z. What I want to do is indent just the
02:52 first line. That's the second widget down here below
02:55 left indent. This is called first line indent.
02:59 I'm going to change that from 0 to say 18 points and hit return or enter, and you
03:04 can see that this added and indent but only on the first line.
03:07 When you're trying to indent your first lines you should definitely use that feature.
03:12 Don't type tab at the beginning, or, a bunch of spaces, or something silly like that.
03:16 Use the feature the way it's meant to be used.
03:19 Use first line indent. Now I'm going to use my temporary hand
03:22 tool to pan over to this other frame. I'd like to change the amount of space
03:27 between each of these paragraphs. These paragraphs down here.
03:30 Now there's a fundamental rule of desktop publishing that says, never type the same
03:34 invisible character twice. That means you should not type 2 space in
03:38 a row or 2 paragraph returns in a row, even 2 tabs in a row.
03:43 So what am I supposed to do if I want space between these paragraphs, and I'm
03:46 not supposed to add an extra return, like this.
03:50 Don't do that! Well, here's what you should do.
03:53 Let me delete that. Instead, select the paragraphs that you
03:57 want to change, and then, in the control panel, change the space before field.
04:03 That's this field here. I'm going to change this to 9 points and
04:06 hit Return, or Enter. Well, that's too much.
04:09 I'd better go back there. Let's make this something smaller, maybe
04:11 3 points. There we go.
04:14 I like that. InDesign has both a Space Before field,
04:17 and also a Space After field. It doesn't really matter which you use.
04:21 They both add space between paragraphs. But Space Before obviously adds space
04:25 before a paragraph, and Space After adds it after the paragraph.
04:28 Allignment, indent, spacing. This is all just a drop in the bucket.
04:33 In the next few movies, we're going to look at spanning text across columns,
04:36 creating drop caps, tabs and far more paragraph formatting.
04:41
Collapse this transcript
Spanning a paragraph across multiple columns
00:00 We looked at how to split text frames into multiple columns in an earlier chapter.
00:04 You simply select the text frame, go to the Object menu, choose Text Frame
00:09 Options, and then change the number of columns in the columns area.
00:12 I'm going to change this to two columns, and click OK.
00:16 This text frame is two columns now. But the heading itself should only be one.
00:20 It should span across both of those columns.
00:23 Now, I could cut those paragraphs out and put them into a different text frame.
00:27 One that's only a single column wide. But there's a much easier way to do it.
00:31 I'll switch to the type tool by double-clicking inside this text frame.
00:34 And then, I'm going to select those two paragraphs.
00:37 Now remember, you don't have to select the entire paragraphs.
00:40 Just have a little bit selected of one, a little bit of the other.
00:43 Something like that. Now I'm going to head up to my Control
00:45 panel, and I'm going to look at this pop-up menu here.
00:48 This is called the Span Columns pop-up menu.
00:50 And right now ,it's set to None, but you can see that you have various options in here.
00:55 Including Span All, Span 2, 3, 4. And that's talking about columns.
01:00 How many columns should this text span? In this case, I only have 2 columns.
01:05 So, it doesn't really matter which I choose.
01:07 I'll choose Span All. You can see that now these two paragraphs
01:10 span both columns in this text frame. And this looks great.
01:14 Now, I should point out that this Span Columns feature only works in
01:18 multi-column text frames. If this were two different text frames
01:21 that were threaded together, Span Columns would not work.
01:24 I also want to explain a little bit about what's really going on under the hood here.
01:28 When you choose any of the span features InDesign breaks your page, your text
01:33 frame technically, into zones. So, right here we have a Span All zone.
01:37 It goes all the way across the text frame.
01:39 Then, we have a zone underneath that which is two columns.
01:43 That takes up the rest of the text frame. But if I come down here and type a blank
01:47 line and I'll just type some text in here, My New Heading.
01:51 There you go, and then I'm going to go up here and expand this.
01:54 I now have four different zones. I have this zone at the top which is this
01:58 heading that spends across the text frame.
02:00 I've got another zone here which is just this bit of text.
02:04 And that is in two columns. Then, I have a third zone which is my new heading.
02:08 That goes all the way across. And finally, I have the rest of the story
02:12 here which is these two columns. If you keep that idea of zones in mind
02:17 you'll really be able to manage your spans better.
02:19 Now, in this case of course, I don't want that paragraph, so I'll triple-click on
02:23 it, and then delete it. In the old days, before we had a Span
02:27 Columns feature you had to go through all kinds of crazy work around to span text
02:31 across columns. Now, it's just a pop-up menu away.
02:34
Collapse this transcript
Splitting a paragraph into multiple columns
00:00 I have my catalogue file open here from the exercise files folder.
00:03 And I'm going to zoom in on this text down here.
00:06 Inside this text frame I have a bulleted list.
00:09 And it looks pretty good. But the problem is, the column is so wide
00:13 that it's hard to read each of these bullets.
00:15 I wish I could split that up into 2 different columns.
00:18 Not the whole text frame. Just those bullets.
00:21 Now in the old days, in order to do that, you'd have to put that into a table or
00:24 split it up into multiple text frames, all kinds of crazy stuff like that.
00:28 Now it's really easy. I'm going to double click to switch to
00:31 the type tool and then select those paragraphs.
00:35 Again, you don't have to select all of them, just enough so that Indesign knows
00:38 that those paragraphs are selected. To split this up into 2 sub columns, I'm
00:43 going to the span columns pop up menu up in the control panel.
00:47 That's the same one we use to span columns across a multi column text frame.
00:50 But, instead of spanning, I'm going to choose split.
00:54 I'll choose split 2. InDesign actually creates a new little
00:58 zone inside this text frame. And it splits it up into 2 columns.
01:02 You can't really see the columns, but obviously the text is flowing from the
01:05 left all the way down, and then into the right.
01:08 Now, if I want to add a little bit more space between these columns for some
01:12 reason, what I would do is select the text.
01:14 Its already selected, and then option or alt click on this little icon next to the
01:19 popup menu. When you option or alt click on the icon,
01:23 up comes a spam columns dialog box, and that gives me options for this command.
01:28 Right now this is obviously set to split into two sub-columns.
01:31 And we can change the gutter amount. Right now it's set to a 6 point gutter.
01:36 We can increase this to, let's say, 12 points.
01:38 And click OK. Did you see that?
01:40 It got a little bit further away. Let's see what happens if we change this
01:43 to 3 columns instead. Again, I'll Option or Alt+click on that icon.
01:47 Change the sub-columns to 3 and then I'm going to make this gutter smaller again
01:51 just to give myself a little bit more room.
01:54 Maybe 3 points. Pretty cool.
01:58 This ability to break up columns into little sub-columns is awesome, especially
02:02 when it comes to bulleted lists like this one.
02:04
Collapse this transcript
Using drop caps
00:00 Much of the art of design revolves around drawing the eye to where you want the
00:04 reader to go. And one of the best ways to draw the eye
00:07 to the beginning of a story or a section, is with a drop cap.
00:11 InDesign lets you easily apply a drop cap to any paragraph, and the most direct
00:16 path to a drop cap is the Control Panel. I have my brochure document open from
00:20 exercise files folder, and I'm going to zoom in on this text.
00:25 I'd like to apply a drop cap to this second paragraph down here.
00:28 It doesn't really matter which I choose. But in this case, I'm just going to apply
00:31 it to the the second paragraph. I'll place my cursor in there by double-clicking.
00:36 Remember you don't have to select the whole paragraph to apply paragraph formatting.
00:39 Just having the cursor flashing in there is enough.
00:42 Next, I'm going to make sure my control panel is in paragraph mode.
00:46 Yep, there it is. And then I'm going to come over here and
00:49 set the drop cap value from zero to something larger, for example, three.
00:54 Then I'll press Return or Enter to make it take effect.
00:58 You can see that the drop cap is added, and it's three lines high.
01:02 Now this other field, the one to the right lets me control how many characters
01:05 should drop down. Right now it's just set to one, so I'm
01:09 just getting that letter O, but I'm going to go ahead and change that to three as
01:12 well, then I'll hit Return or Enter. Now all three characters in this word are dropped.
01:18 Now this is still editable text. There's nothing special about it.
01:21 Just a bit bigger and the text is floating around it but I could select it,
01:26 I could format it, whatever. For example, I'll change the formatting
01:29 of this text by going back to the control panel and switching on the character mode
01:34 and then turning on small caps. These characters are a little bit further
01:37 away from each other so I'm going to track them down a little bit.
01:40 Let's set this to say minus 50. Then I'll even change the color.
01:44 How about we set this to green? That looks pretty good.
01:49 Let's do another drop cap for this first paragraph.
01:51 I'll click up here. Now ordinarily you wouldn't have two drop
01:55 caps in a row, but I'm just showing you how to do it here.
01:58 For this paragraph, I'll go back to the Paragraph mode of the Control Panel.
02:01 And I'm going to go over to the Space Before field and increase this to give
02:05 myself a little bit more room. Let's say 24 points.
02:09 Now I'll give it a drop cap. How bout two lines.
02:11 I'm just hitting Return or Enter after I type the number.
02:15 Now this drop tap is looking a little small to me, so I'm going to select it.
02:19 I'll just select that letter A, and instead of dropping it further I'm going
02:23 to raise it. I can raise this by going back to the
02:26 character mode and changing the size of this character.
02:30 I'll make it larger, like 18 points. So now this character is both dropped and raised.
02:36 The only problem I'm seeing here is that the drop cap is kind of bumping into this
02:40 letter I down here on the second line. I'd like to move the text away from the A
02:44 just slightly. To do that I place my cursor between the
02:47 A and the T just in that first word there.
02:50 Just after the drop cap. Then I'll go up to the control panel and
02:53 I'll change the kerning here. By adjusting the kerning here just by
02:57 adding a little bit you can see that it pushes that text away from the drop cap.
03:02 Not just that first line but all the lines that are next to the drop cap.
03:06 You can create all kinds of interesting typographic effects with drop caps.
03:09 Just let your imagination go wild.
03:11
Collapse this transcript
Setting tabs
00:00 I have my table on contents here, from my hoa cover and fm file, from the exercise folder.
00:06 And I'm going to zoom in on the right side of this page, to look at this table
00:09 of contents. There's a few things that I notice right away.
00:13 First of all, these numbers at the end of each line don't align properly.
00:17 The second thing I notice, is that there's all these little blue characters.
00:21 Like this blue paragraph symbol at the end of each line.
00:23 In between each word there's a little dot, and then in between here where I
00:28 think there's a tab, it shows a blue double angle bracket.
00:32 What the heck's going on there? Well, the reason I'm seeing those blue
00:35 characters, is because I have hidden characters turned on.
00:38 You can show or hide your hidden characters, by going to the Type menu and
00:43 then all the way down at the bottom, you can choose Show or Hide Hidden Characters.
00:47 I often like working with those hidden characters turned on, because it shows
00:51 exactly what's in my text frame, and that's especially true when I'm working
00:55 with tabs. This character here is a Tab, and I need
00:58 to know where those tabs are to make the tabs work.
01:01 I'm going to go ahead here and Double-click between the Egypt in three,
01:05 that switches to the Type Tool, then I'll hit Tab.
01:07 I'll do the same thing after these other words, just to add tabs in between each
01:12 of these. Now you can see that I have tabs before
01:15 each of these characters. But they still don't line up, and that's
01:18 because tabs by default, always go to the nearest tab stop, and a tabs stop, by
01:23 default, unless you've changed the menu lay, always go about every half inch
01:27 across the text frame. Now you might be tempted to come in here,
01:31 and start adding additional tabs but don't do it, stop.
01:35 Delete those. You only want one tab.
01:39 In fact, there are three ground rules you need to keep in mind, if you're going to
01:42 be using tabs. First never type a tab at the beginning
01:46 of a paragraph, in order to create an indent.
01:48 That's what the left indent and the first line indent features are for.
01:51 I talked about those earlier in this chapter.
01:54 Second, never type two tab characters in a row.
01:57 If you want your tab to take you farther than half an inch, then set a tab stop
02:02 where you want to put it. I'm going to show you how to do that in
02:04 just a moment. And finally, if you're using tabs to make
02:07 something that looks suspiciously like a table, it probably is a table, and you
02:12 should probably be using InDesign's table features, not tabs.
02:16 I cover tables in a later chapter. Now here, even though this is called a
02:20 table of contents, it doesn't really look like a table, so, it's okay to use tabs.
02:24 Now, let's set that tab stop. The first thing that I need to do is
02:28 select all the paragraphs that I want to effect.
02:31 In this case, it's everything from the first line down to the bottom of this
02:34 table of contents. There we go.
02:37 Now I'm going to scroll up, and I'm going to set my Tab Stop.
02:40 I don't actually need to scroll up, but I find it's useful to see the top of the
02:45 text frame when I'm working with tabs. You don't have to do that, but it turns
02:49 out to be really useful, because now when I go to the Type menu and choose Tabs,
02:53 the Tab Panel automatically snaps to the top of the text frame.
02:57 It can't do that if I don't see the top of the text frame, instead it just kind
03:01 of floats around on the page. Now to add my first Tab Stop, all I have
03:05 to do is Click in the blank area along the top of this ruler.
03:08 If I want to move that Tab Stop, all I need to do is Click and Drag it.
03:14 You'll notice that as I'm Dragging, you can see a black line that indicates
03:18 exactly where the Tab Stop is going to be, exactly where those numbers are going
03:22 to align to. I'll move this one over near the edge of
03:25 this text frame, and then let go of the mouse button.
03:28 Now, all those numbers after the tabs are lined up.
03:31 But unfortunately they're lined up on their left edges.
03:34 I'd like to have these lined up along their right edges.
03:36 That's okay, I can do that. While this Tab Stop is selected, and you
03:41 can see it's kind of highlighted in orange.
03:43 I can go over to the left side of the Tabs Panel and Click on a different type
03:47 of tab stop. I'm going to click on Right Aligned Tab Stop.
03:51 When I do that, it turns the selected tab stop, into a right justified or right
03:55 aligned tab stop. Now the tab goes right up to that point,
03:59 and then all this text is set flushed right against the tab stop.
04:03 I'm going to go ahead and Drag this a little bit closer to the side of this frame.
04:07 Or if you know exactly where you want that Tab Stop to be, instead of Dragging
04:11 it, you can select it inside the Tab Panel, and then come over here to this X field.
04:17 I'll change that from 26 picas to say 26 pica 6, just move it over six points.
04:23 Then I'll hit Enter or Return, and you can see that all those numbers moved over.
04:27 Now, of course, we can have additional Tab Stops up here as well.
04:29 I can create a new Tab Stop in the middle here just by Clicking.
04:33 And I'm going to set this one to be a Center-Aligned Tab Stop.
04:37 Now I'm going to come down here and Click in the text, and just hit another Tab,
04:40 and then type another letter. I'll type the letter A.
04:43 Now, because this is a Center Tab Stop, as I type more characters, the text will
04:47 always be centered on that point. Of course, for a table of contents, I
04:51 don't really need that, so I'm going to delete that.
04:53 And I'm also going to Delete the Tab Stop.
04:55 You can remove a Tab Stop simply by Clicking on it, and Dragging it right out
04:59 of the panel. Pop.
05:00 It's gone. Now I've just noticed, I've removed that
05:03 Tab Stop, but I only removed it from the one paragraph where my text cursor is.
05:07 So I better come back here, and select all this text again.
05:10 And then remove the Tab Stop from all of those paragraphs.
05:13 There we go. Now it's gone.
05:15 Alright, I'm going to Click out here, and then I'm going to go to the Type menu and
05:20 turn off my Hidden Characters. I know where the tabs are now, I don't
05:23 need to see them. The only problem I see right now, is that
05:26 the space is really big. The space from the text to the number.
05:30 It would be helpful to have some dots in there, something to lead my eye from one
05:34 side to the other. The key word there is lead, what we want
05:39 is a leader. Let's go ahead and add one.
05:42 I'll click down here, and then scroll up to the top, and Shift + Click up here.
05:46 Again, I need to select all the paragraphs that I'm trying to affect.
05:50 Now I'll click on the Taps Stop, in my Tab Panel, and I'm going to type
05:54 something in my Leader field, right here. I can type any character I want for a
05:58 Leader, but in this case I'm going to press a dot, a period, then I'm going to
06:02 hit Return or Enter, and I'll see that those dots fill in all the spaces.
06:07 Now this is really starting to look good, but there is one more problem just
06:11 lurking in the wings, waiting to jump out at me.
06:14 I'm going to switch over to my Selection Tool and I'm going to change the width of
06:18 this text frame. I'll just Drag this little side handle a
06:20 little bit narrower. Oh, everything broke.
06:25 All those numbers broke to the next line, because this Tab went as far as it could,
06:29 and it didn't hit that Tab Stop, so it broke onto the second line.
06:34 That's just a problem with Tab Stops. To fix this, I would have to go in and
06:38 select all those paragraphs, and move my Tab Stops closer to the left, so that
06:42 they'll fit on one line again. But there is one other solution that you
06:45 can do instead. And that is instead of using a tab, you
06:49 could use a Right Align Tab. This is a special InDesign feature and I
06:53 love it. I'm going to Double-click inside this
06:55 frame, to switch back to the Type tool. And I'm going to select this Tab.
06:59 You can select a tab just like any other character.
07:01 Just kind of Drag over it. Now that Tab is selected, I'm going to
07:05 Delete it by hitting the Delete key on my keyboard.
07:08 Now I'm going to insert a special kind of tab.
07:10 I won't press Tab. Instead, I'm going to go up to the Type menu.
07:14 And then choose the Insert Special Character sub-menu.
07:18 Now, inside the other sub-menu, I can find the character called Right Indent Tab.
07:22 The keyboard shortcut is Shift + Tab. Now this Right Indent Tab, or as I call
07:27 it the Right Align Tab, is very special because it always aligns with the right
07:31 edge of the margin. Doesn't matter where that margin is, it
07:34 will stretch and squeeze to make it fit. Let's go ahead and replace some of these
07:39 other ones as well. I'm going to select this, and Copy it to
07:42 my Clipboard with a Cmd C or a Ctrl C on Windows, and then I'll select these other
07:46 ones and just Paste them in. I'm replacing these tabs with the right
07:50 Indent Tab. You get the idea.
07:53 Now, all of these are aligned along the right edge of this text frame.
07:56 So if I go back and choose my Selection Tool, and change the width of my frame,
08:00 it automatically updates. Those numbers stretch with it.
08:05 In a later chapter, I'm going to show you how to make a table of contents and
08:08 automatically use that right indent tab. For right now though, you can see that
08:12 these tab and tab stop features, are essential tools that will take you a long
08:16 way toward making sure your documents look good.
08:18
Collapse this transcript
Adding rules (lines) above or below a paragraph
00:00 Many designs call for a line, also called a rule, to sit above or below a
00:05 paragraph, especially a heading. And you could spend all day drawing lines
00:09 with the line tool, but you'd be a lot better off using InDesign's paragraph
00:13 rules feature. I have my catalog file open from the
00:16 exercise files folder. And I'm going to jump up to the previous
00:19 spread by pressing option + page up, or alt + page up.
00:24 Now I'm going to zoom in on the lower-left corner of this page, just by
00:27 using the Cmd + spacebar, or Ctrll + spacebar shortcut.
00:30 Drag over that area, and I zoom in. I can see that I have a heading here,
00:34 Fashion and Textile Design, but it looks kind of dull.
00:37 I want my eye to be drawn to it, so I'm going to put a rule above or below it.
00:42 To do that I need to put my text paragraph inside the paragraph, so I
00:46 simply double click on it. Now I'm want to open the paragraph rules
00:50 dialogue box. And to get there I need to go to the
00:54 right side of the control panel to open it's menu.
00:58 Here I can choose paragraph rules. The shortcut is Cmd + option J, or Ctrl +
01:04 Alt J. Now the paragraph rules dialogue box is
01:06 actually two different dialogue boxes, kind of combine into one.
01:10 You choose each of them from the popup menu here.
01:13 There's rule above and there's rule below.
01:15 You can only see one at a time. I want to create a rule above.
01:18 So I'll select that, and then I'll turn on the Rule On check box.
01:23 I'm also going to turn on the Preview check box so I can see what I'm doing
01:26 while I'm working. Let's move this dialogue box out off the
01:28 way a little bit. Now right now I've got a one point black
01:32 solid line right at the baseline of the text.
01:35 That's probably not what I want, so let's change that.
01:38 First I'm going to change the color of the rule, I'll do that in this color
01:41 popup menu. Let's make it orange.
01:45 Next, I'm going to make that rule a little thicker, maybe three points
01:48 instead of one. And then I'm going to change the offset.
01:52 I'll press the tab key a few times, until it highlights the offset field.
01:57 The offset is how far away from the baseline this rule should be.
02:01 I'm going to increase this maybe eight points, and when I hit another tab,
02:05 you'll see that it moves that eight points up.
02:08 So, now its above the text. I can also change how wide this rule
02:12 should be, not how thick, but how wide. For example, I'm going to change this
02:17 left indent to five points. Then I'll hit tab.
02:21 You'll see that the rule actually indented five points.
02:24 Alternatively I could turn it around and make it negative five points.
02:29 Then hit tab. And you'll see that the line actually
02:31 gets pulled out into the margin. The other way I can control how wide this
02:35 rule should be, is the width pop up menu. Right now it's at the column.
02:39 So it's going to go from one column to the next.
02:42 But if I change this to text. Then the rule goes only to the edge of
02:45 the text. InDesign is smart enough to know where
02:48 the edge of the text is and however long that line is, that's how long the rule
02:52 will be too. In fact, if I edited this text to make it
02:55 shorter, the line will get shorter too. Now in this case I do want to fill the
02:59 whole column, so I'll set this pack to column.
03:02 Let's look at another interesting effect that you can create with the Paragraph
03:05 Rules feature. In this case I'm going to make this rule
03:07 much thicker. I'll bring it up to, say, ten points.
03:11 Then instead of using a positive offset, I'm going to move it down a little bit.
03:16 I'll change this down to, perhaps, minus two points.
03:19 By doing this I actually place this bar behind the text, and if I make this a
03:24 darker cooler we can get a really interesting effect.
03:28 I'll click OK, select this text and then in the Swatches panel set this to white
03:33 or paper. I'll click out here so we can see it
03:36 without the highlighting and we can see that this text is reversed out of a dark
03:40 bar and that's pretty cool. It just goes to show, sometimes you have
03:44 to think outside the box.
03:46
Collapse this transcript
Adding automatic bullets
00:00 Bullets help draw the readers eye to the first line in each item in a list but,
00:04 adding bullets to a list can be an exercising frustration when you don't
00:07 understand how they work. But before we get into how to use
00:10 automatic bullets in InDesign, let me show how best to make them manually.
00:14 I have my brochure document open and I'm going to zoom in here to the center panel.
00:19 I have 5 paragraphs here that I want to add a bullet too, so I'm going to double
00:24 click here, in the first paragraph, to switch the type tool, and then I'll click
00:27 just before the letter T in the. I'm going to add a bullet manually, and
00:32 I'll do that by pressing the option key on the Mac or alt on Windows, and then
00:36 press 8. That's the number 8, and option or Alt 8
00:40 adds a bullet for me. I'll follow that with a tab, just hit the
00:44 tab key. Now I'm going to follow that with my
00:46 other paragraphs. I'll press Cmd+ or Ctrl+Down arrow on the
00:50 keyboard to jump to the beginning of the next paragraph, and I'll just type the
00:53 same thing. I'm going to add these bullets before
00:57 each of these paragraphs. So now I have a bulleted list.
01:01 It's not a very pretty bulleted list. We need to make it a little bit more attractive.
01:04 So I'm going to select all of those paragraphs, and then come up here to the
01:08 control panel. Make sure I'm in paragraph formatting mode.
01:11 And I'm going to set the left indent to something positive.
01:14 For example, I'll say 18 points. 18 PT.
01:18 Now I'll press the tab key twice to jump to the first line indent field.
01:23 And here I'm not going to type a positive first line indent.
01:27 I'm going to type a negative 1. I'll say negative 9 PT.
01:30 That's minus 9 points. And now I'll hit enter or return.
01:35 This is what's called a hanging indent. A positive left indent and a negative
01:40 first line indent, and that makes the first line hang out in the margin.
01:44 In this case, that first line is the bullet character.
01:47 Hanging indents are particularly good when you have paragraphs that span more
01:51 than 1 line, like this last paragraph down here.
01:55 That's because the lines automatically wrap and indent to the proper place.
01:59 Okay, so that's how you would add bullets manually.
02:02 It takes a little bit of work, but you can get the effect that you want.
02:05 Now, let's see how you could do it automatically.
02:08 I'm going to go back to my original document by choosing Revert from the file menu.
02:13 Now I'll zoom in on this one more time. And I'm going to add bullets to these paragraphs.
02:19 I'll select the paragraphs with the type tool.
02:21 And now to add automatic bullets, all I need to do is come up here to the control
02:25 panel and click on the add bullet button. That's it.
02:30 They all get bullets automatically, and the text wraps appropriately.
02:33 Now, I could get the same effect as I had before with that indented bullet by going
02:38 to the control panel and changing my first line indent from -18 points to -9.
02:45 Now that bullet isn't hanging out there quite so far.
02:48 Now obviously the automatic bullet feature is much faster at getting the
02:52 same effect. So now the only problem that I see is
02:55 that I still have these really dumb looking round bullets.
02:58 Everybody uses those round bullets. I want to use something with a little bit
03:02 more class. To change my bullets, I need to go to the
03:05 bullets dialog box. And to get there, I'm going to hold down
03:08 the option or the alt key on my keyboard and then I'm going to click on the
03:12 bullets button in the control panel. By holding down that modifier key, I get
03:16 options for what my bullet's going to look like.
03:19 Here you can see a number of bullet characters that we could use.
03:22 Regular old round one, that's the one that's selected.
03:25 Or an asterisk, or a diamond. I don't know who would use those.
03:29 This one I kind of like, this double angled bracket called the (UNKNOWN).
03:32 And I'll select that. And then I'll turn on the preview check
03:35 box and I can see how it looks in the background.
03:37 That looks kind of interesting. There's one more bullet character here.
03:40 This thing that looks like an A with some accents.
03:43 I have no idea what that thing is, and I have no idea why it's in InDesign.
03:47 I've seen it for years, but just drives me crazy.
03:49 I ignore it. I recommend you ignore it.
03:52 Maybe it's just a bug. Now you can however get your own custom bullet.
03:57 I'm going to come over here and click on the add button.
04:00 Bullets are always characters from within a font, so you need to tell Indesign what
04:04 font you want it to pull the character from.
04:06 In this case, I'm going to choose a font that has a lot of interesting ornaments
04:10 in it, called Minion Pro. Minion Pro ships with Indesign, so I know
04:13 everybody has it. I'll just type MIN and Indesign guesses
04:16 that I want Minion Pro. Then I'll hit the tab key to make it take
04:20 effect and I can see all of the characters from the Minion Pro font
04:23 listed up here. I'm just going to scroll down here and
04:26 look for a character that looks interesting for our bullet.
04:29 There's one. This triangle.
04:31 I like that. I'll click OK and you'll see that
04:34 InDesign adds it to my list. Now I can select it and click OK.
04:39 I'll click here to deselect that selection and I think that looks pretty good.
04:43 See it wasn't so hard to get bullets after all.
04:45 But how about automatic numbers? Well we'll see how to do that in the next movie.
04:50
Collapse this transcript
Numbering paragraphs
00:00 In the last movie, we looked at how to make bulleted lists.
00:03 Now let's give these lists a little more structure.
00:06 Here's how to apply numbers, or letters to your paragraphs, what web designers
00:10 call ordered lists. Now I've got my brochure document opened,
00:14 and I'm going to zoom in on that same text that I was adding bullets to.
00:17 But this time, I'm going to add numbers. I'll double-click with the Selection Tool
00:21 to switch to the Type Tool and select these paragraphs.
00:24 Now, to turn this into an ordered or numbered list, all I need to do is go to
00:28 the Control Panel and click on the Numbered List button.
00:32 Now, if it's a very simple list like this, I'm done.
00:34 That's all I need to do. And the good news is that this will
00:37 update automatically. So for example if I click at the end of
00:40 this paragraph, I can hit a return and start typing.
00:43 And you'll see the numbers update automatically.
00:46 Now let's say I didn't want that paragraph to be part of the list.
00:49 It's easy to turn that number off. All you have to do is click the button in
00:52 the control panel again. Now that gibberish that I just typed,
00:56 looks like its part of number three. So it goes one, two, three, skips a
01:00 paragraph, and then goes four, five. Now, if I wanted this paragraph number
01:04 four to start over at number one again, alI have to do is place my cursor in that
01:09 paragraph, and then right click, or control click with a one button mouse.
01:14 And then, choose restart numbering from the context menu.
01:18 So, now you see one, two, three, skipping, and then it starts with one,
01:22 two again. Okay.
01:23 If I need to do anything more complex than what I just showed you, I need to
01:27 visit the numbering dialogue box. And I can get there easily.
01:30 All I have to do is hold down the option or the alt key on my keyboard.
01:34 And then click that automatic numbering button again.
01:37 Now, just to be clear this numbering dialogue box is actually the bullets and
01:40 numbering dialogue box and that's because I can change my selected text from a
01:44 numbered list to a bulleted list. I just change it from this popup menu.
01:49 If I do that, you can see it change into a bullet down here.
01:52 That's because the preview check box is turned on.
01:55 But that's not what I want, I want a real numbered list.
01:57 So I'll set this back to numbers. Now, let's say I want this second list to
02:01 start at number 47. To do that, I want to make sure the mode
02:05 pop up menu is set to start at and then I'll change this number here to 47.
02:10 When I click okay, you'll see that it automatically updates so it's number 47
02:14 and then 48. Let's see some of the other cool things
02:17 that we could do with Numbered List. I'm going to press Cmd + z or Ctrl + z a
02:20 few times all the way back to where we had a list, from one to five.
02:25 Now I'm going to select those paragraphs again.
02:27 And then I'll Option click or Alt click on the Numbering button.
02:31 This time, I'm going to change the style of those numbers.
02:33 That is the Formatting. Right now they're formatted the same way
02:37 as the rest of the text in the paragraph, but I can change that by applying a
02:41 character style. I'm going to be talking about character
02:43 styles and how you can make your own in the next chapter.
02:45 But for right now, this document has some character styles built in.
02:49 For example, I'm going to choose bold out of the character style popup menu.
02:54 And when I do that, it applies the bold character style to those numbers, not the
02:58 rest of the paragraph, just the numbers. Okay here's the question, what if I want
03:03 a sublist? For example, I'd like this to be one,
03:06 two, twoA, twoBb and then three. How would I do that?
03:12 Well, to make a sub-list, I'll first click OK and then just select the
03:16 paragraphs that I want to affect. Now, I'm going to go back to that
03:20 dialogue box, and I'm going to change the level from one to two.
03:25 Now it's a second level list, a sub-list. A list within this list.
03:30 Next I'll change the format of this list. Currently it's using regular arabic
03:34 numerals, but I can change this to all kinds of other things including Roman
03:38 numerals or letters. I'll choose lower case letters.
03:42 I'm also going to increase the left indent here from 18 to something larger.
03:46 Let's say 30 points. Then I'll press tab.
03:49 That way the whole list gets indented... Let's move this dialogue box out of the
03:53 way a little bit so we can still see it. And finally I'm pretty sure I said I
03:57 wanted these to be listed twoA and twoB. Not just A and B.
04:00 So how do I tell InDesign to change the format?
04:04 You know, what it looks like on the page. The trick to that is to adjust the number field.
04:09 Right now the number field has some pretty strange codes in it.
04:12 Here's what these codes mean. The first code is carat number sign and
04:16 that combination means the current number, whatever number you're on right now.
04:21 Then it's followed by a period and then followed by a tab.
04:24 So, if I want this to say twoA or twoB, I've got a couple of choices.
04:29 I could come in here and actually type the word two followed by a space.
04:33 Then I'll hit tab to make it take effect. And you can see that what I type there
04:37 actually shows up in the number list. The word two followed by a space.
04:42 Well that's kind of silly. Why don't we just change the word two to
04:45 the number two and then hit tab again. Now it looks more or less right but the
04:49 problem with this method where I actually type the number two, is that it's not flexible.
04:53 For example, if this number two later became number three, well then, it
04:57 wouldn't update properly. So, I'm going to get rid of this number
05:01 two and also the space after it and I'm going to type a code in there instead.
05:05 But I'm not sure what the code is. So, instead I'm going to use this little
05:09 flyout menu way over here. This little triangle most people don't
05:13 even see that over there. But I'll click on that and then I'll look
05:16 inside this sub menu called Insert Number Placeholder.
05:19 Now I know that this sublist the one I'm on right now is level two.
05:23 I already set that. So I want to go one level up.
05:27 And I'm going to choose level one. It typed the code for me.
05:31 That's a carat one and when I hit tab it updates.
05:35 Now it's two A and two B but it's totally flexible.
05:38 Let me click okay and we'll see it in action.
05:41 I'm going to click here, right at the end of line one and hit return then I'll just
05:45 start typing some gibberish but you'll see that automatically the two changed to
05:49 a three and two A and two B changed as well.
05:53 So it worked. Now, the last thing I want to point out
05:56 here is that if I select a bunch of this text you'll see that the numbers are not selected.
06:03 It's almost like those numbers aren't even here and that's usually okay, I
06:07 usually don't need to select those numbers for some reason but if you did
06:10 need to go in there and choose those numbers for some reason You'd need to
06:13 convert the numbers into actual text. To do that, I'm going to up to the Type
06:18 menu and then choose Bulleted & Numbered Lists.
06:21 Inside this sub-menu, I'm going to choose Convert Numbering to Text.
06:27 When I do that, these numbers are no longer automatically going to update.
06:31 They're actual text. I could even come in here and select
06:34 them, or edit them, copy them, whatever you want to do.
06:36 But the won't update if I later change my text.
06:39 Like I said, it's rare that you need to do that, converting these into actual
06:43 text, but, it's good to know that you can.
06:45
Collapse this transcript
14. Styles
Creating and applying paragraph styles
00:00 Style are a way to specify a whole bunch of formatting with a single name.
00:05 In Design let's you create styles for character formatting, paragraph
00:08 formatting, object formatting, even table formatting.
00:12 And there are three main reasons why you want to use styles.
00:14 The first reason is they let you apply a lot of formatting with a single click, so
00:19 they really boost productivity. For example, I'm going to zoom in here to
00:23 the lower left corner of this catalog page.
00:26 I can see that some of this text has been formatted, but most of it has not.
00:30 I need to apply formatting quickly to that text, and to do that, I want my
00:34 paragraph styles panel. I can find it over here in the dock.
00:38 If you don't see it in the dock, then you should probably change your workspace to advanced.
00:42 Over here in my page, in the first column, I'm going to double-click on this
00:45 heading, fashion and textile design. I can see that this isn't formatted
00:50 properly yet and I can see in the paragraph styles panel that the basic
00:53 paragraph style has been applied to it. Now we want to avoid basic paragraph as
00:58 much as we can. It's much better to apply our own
01:01 paragraph styles, and in this case I have one.
01:03 It's called Department Fashion. I could scroll through this list, but
01:07 first I'm going to drag this down in the lower right corner to extend the size of
01:11 my paragraph styles panel. Now I'm going to simply click on the
01:14 Department Fashion paragraph style. You can see that it applied a whole bunch
01:19 of formatting to that paragraph. Now notice that I didn't have to select
01:22 the entire paragraph to apply it. I could if I wanted to, but all I really
01:26 had to do was click my cursor inside the paragraph.
01:28 Okay, let's do a few more. I'll click in the next paragraph, and
01:32 then I'm going to apply the course name. The next one down is, date.
01:36 So I'll click in that, come up here, and click date in the paragraph styles panel.
01:41 And then this one is going to be called Body.
01:43 Here it is up here. And then these last two paragraphs I'll
01:47 just drag over both of those paragraphs. And those are going to be a paragraph
01:50 style called Pre Wreck. I think that's down here at the bottom of
01:53 my list. Here we go.
01:54 Pre Wreck_NS, that's the one I want. Now you can see that I was able to format
02:00 this whole bunch of text really quickly. If I had to do that manually, applying
02:04 first the font, and then the size, and the leading, and all of that, it would
02:07 have taken much longer. Now we'll start all over again.
02:10 I'll click on this paragraph here. That's the course name.
02:13 This one's the date. This one's going to be the body, and down
02:17 here is going to be the pre-req and technical requirements.
02:22 There we go. Now we'll see later in this chapter that
02:25 there are other ways to apply these paragraph styles really quickly, such as
02:28 the Eyedropper tool and Quick Apply, but for now I'm just going to stick with
02:31 this, one click at a time. And now, I'm going to show you how to
02:35 edit these styles, because the second reason to use styles is that you can
02:39 change a definition at any time. And every place you use that style in
02:43 your document is updated immediately. For example, to edit this course name
02:47 style, I'll simply click right here inside that paragraph, you'll see it's
02:52 highlighted in the Paragraph Styles panel.
02:53 To edit a style that is highlighted, you simply double-click on it.
02:58 Up comes the paragraph style options dialogue box and now we can change it's definition.
03:03 Let's make a few changes. I'll click on basic paragraph format, and
03:06 let's say instead of semi-bold, let's make it bold, and why don't we give it a color?
03:11 I'll come over here to the character color pane, I'll scroll down here and
03:14 pick a color, maybe this blue color. Now I'll click Okay, and you can see that
03:19 it's updated, not just here but everywhere in my document.
03:23 Every place in my document that that paragraph had been applied is now changed.
03:28 Now let's edit this date style a little bit.
03:30 In this case it's not highlighted. I didn't click in that paragraph, so it
03:34 doesn't get highlighted in the paragraph styles panel.
03:37 So instead of double-clicking on it, I'm going to right click or Ctrl+Click with a
03:41 one button mouse. That gives me the Context menu, and now I
03:44 can choose Edit date. That way I can jump right to edit date
03:49 without accidentally applying that date to what was selected on my page, or
03:53 changing anything in my document. Here, I'll go back to basic character
03:56 formats, and let's make this a little bit smaller.
04:00 Now I'll hit Return or Enter, and we can see that all of those paragraphs got smaller.
04:05 Just to be clear, I used the right click or Ctrl click on the date paragraph style
04:09 because I did not want to apply it to the text, which is currently selected on my
04:13 document page. Okay, so now that we've looked at how to
04:16 apply styles and then edit them, let's talk about how to create your own new style.
04:21 I want to create a new paragraph style for my captions, like this paragraph up here.
04:25 To do that I'm going to create an example that I'm going to base my paragraph style
04:29 off of, so I'll click inside that paragraph and then I'll press Cmd+A or
04:33 Ctrl+A to select all of the text in that story.
04:36 Now I'll come up here and go to the character mode of the control panel and
04:39 why don't we change the style of this, we'll make it bold...
04:43 And let's make this size a little bit smaller as well.
04:46 How about we change this to eight and a half, maybe a little bit tighter.
04:49 Maybe eight and a half on nine and a half leading.
04:52 That looks pretty good for a caption. Okay, now let's make our paragraph style
04:56 based on that. To make a paragraph style based on an
04:59 example on your page like we're going to do here, you can either select the whole
05:03 paragraph or just select part of it or even just have your cursor flashing in it.
05:07 It doesn't really matter. Next I'll go to the Paragraph Styles
05:10 Panel menu, and I'll choose New Paragraph Style, right here at the top.
05:15 Now here's the important thing, because the curser was inside that paragraph it
05:19 grabbed all of that formatting and it dropped it in here.
05:22 So now, all I need to do is give it a name.
05:25 I'll call this Caption. Now of course, if I wanted to, I could go
05:29 through all of these panes one at a time, setting its font and its style and size
05:34 and scaling and indents and so on. But as you can see, that would take a lot
05:38 longer than just doing it once on my page and then sucking all of that information
05:42 into this dialogue box. Before I click okay, I'm going to go back
05:46 to my general pane and I'm going to turn on a checkbox here, apply style to selection.
05:51 You don't have to do that, but it's convenient.
05:53 This way it will make a style and apply it to whatever was selected on my page.
05:58 Okay. Now let's try it out on another piece of text.
06:01 I'm going to pan over here to this other caption on this other page, and I'm going
06:04 to place my cursor inside this paragraph. And now, I'm going to click on Caption.
06:09 There it is, right at the top of the panel.
06:13 Perfect! And this demonstrates the third reason I
06:15 want to use styles, and that is consistency.
06:18 I want to ensure consistency throughout my document, so I don't have to think
06:22 about Oh jeez what that last captain 13 points or 12 points or I don't know, it
06:26 doesn't matter, you simply apply the style to all your captions and you'll
06:30 know they look the same. Okay one more thing I want to point out
06:34 about styles right now. Sometimes you'll notice a little plus
06:37 symbol in the paragraph styles panel. For example, I'm going to select this
06:41 paragraph, I'll just quadruple click on that, and I'll do something different
06:45 like change its size to 10 point. Now you'll notice immediately in the
06:49 Paragraph Styles panel, I get a little plus sign next to the word Caption.
06:52 In fact anywhere I click inside this paragraph, I'll get that plus sign.
06:57 That plus sign means there's formatting on top of the Paragraph Style, something different.
07:03 And, in fact, if I hover my cursor over that style, I'll actually get a little
07:06 tool tip that shows me the override. It shows me that the size has been changed.
07:11 Now if you ever have a document where you see that plus sign, you can get rid of
07:14 all the local formatting by clicking inside the paragraph and then clicking on
07:18 the Remove Local Overrides button down here at the bottom of the Paragraph
07:21 Styles panel. As soon as I click on Remove Overrides,
07:25 anything that was done to that paragraph, outside of or on top of the paragraph
07:29 style definition, is removed. Now it's back to the way it was supposed
07:32 to look. Now, once again, paragraph styles are one
07:35 of the most important productivity features in indesign.
07:38 The more you use them, the more efficient you'll get.
07:41
Collapse this transcript
Using character styles
00:00 Now that we know how to use paragraph styles, character styles will be a breeze.
00:04 There's one big difference between defining a paragraph style and a
00:07 character style, however. Paragraph styles always define all the
00:11 character and paragraph formatting. The font, the size, the indents,
00:15 everything that describes a paragraph. But character styles are different.
00:19 They can be set up to define just one attribute, like just the font, or just
00:23 the size, or the size and the color, but nothing else.
00:26 Let's see how it's done. I'm going to jump to the previous spread
00:29 of this document, this catalog, by pressing Option + Page Up, or Alt + Page
00:33 Up on Windows. Then I'll zoom in on the bottom part of
00:36 this page, by doing my Cmd+Space bar or Ctrl+Space bar drag.
00:41 Because I'm going to be working with character styles, I'd better open the
00:44 Character Styles panel. Which I can find here at the bottom of
00:46 the dock. If you don't see that in your dock, make
00:50 sure you have the Advanced Work Space selected up here in the application bar.
00:53 Now I have some character styles already created here.
00:56 But I'm going to start by creating a brand new one.
00:59 I'll do that not within the Character Styles Panel, but instead on the page.
01:04 I like to make character styles based on an example.
01:07 So I'm going to Double-click here on this word, and then Double-click again to
01:10 select the word. Let's go ahead and change the style of this.
01:14 For example, I'll come up here, and change the Font.
01:17 I'll click in here and then type MYR to jump to all my myriad pros.
01:21 And I think I'll choose Myriad Pro Semi Bold.
01:25 Now let's head over to the Swatches panel, and fill it with a color, maybe red.
01:29 So, now that I've made my example, I can make the character style.
01:34 While that text is still selected, I'll go back to my Character Styles panel, and
01:38 then in the Character Styles panel menu, I'll choose New Character Style.
01:41 Now, all that formatting that I did is sucked up here into this dialog box; the
01:46 font, the color and so on. So really, all I need to do is give it a name.
01:50 I'll call it Emphasis. And then, I like to turn on the Apply
01:54 Style to Selection checkbox. And then, click OK.
01:57 If I hadn't turned on that Apply Style to Selection checkbox, I would now have to
02:01 go back to the Character Styles panel, and click on emphasis here.
02:05 Now, every time I want to use that same character style, I just need to select
02:08 some text and then Click on it. Select some text and Click on it, and so on.
02:16 Now I want to be really, really clear about something here.
02:18 Character styles should only be applied to one letter or one word, or maybe a
02:23 sentence or two, never an entire paragraph.
02:27 This is really important. A lot of people, I find, go in and select
02:30 an entire paragraph like that, and then apply a character style to it.
02:34 That is not what character style are for. Character styles are only for a piece of
02:38 a paragraph. I'm going to a Undo that with a Cmd + Z
02:41 or Ctrl + Z. I don't even like pretending to do it.
02:43 If you need to apply formatting to an entire paragraph, use Paragraph Style.
02:48 That's what it's for. Okay, now what if you need to Edit this
02:52 character style, the one we just made. The best way to Edit a character style,
02:56 is to Right-click on it, or Ctrl + Click with a one button mouse.
03:00 That opens the Context menu, and now you can choose Edit.
03:03 Now we can make our change. For example, let's go ahead and change
03:06 the color to, say magenta, or, let's say blue instead.
03:10 And then let's change the Font Style from Semi-Bold to something different, maybe
03:14 Bold Condensed. I'll click OK, and you can see it's
03:18 updated throughout the document. Everywhere I use that character style, it
03:21 gets updated. Now, notice that I did not Double-click
03:24 on the character style to Edit it. A lot of InDesign users try that, and
03:28 they get themselves into trouble. And the reason is, whenever you
03:32 Double-click on a character style, it applies it to any text that you currently
03:35 have selected. If you've already applied that style to
03:39 some text, then I suppose it's okay. Or if you meant to apply this style to
03:42 some text, I suppose it's okay, but it's really a problem when you have nothing
03:46 selected on your page. Let me show you.
03:48 I'm going to press Cmd + Shift + A or Ctrl + Shift + A to Deselect everything.
03:53 Now I'm going to Double-click on this word emphasis, just to Edit it.
03:56 It opens up the Character Styles Dialogue Box, and then I could Edit it or not, it
04:00 doesn't matter. I'm just going to click OK.
04:02 Now what happened? Well it doesn't look like I changed
04:06 anything, but if I Drag out a new text frame, I'll put one down here, and then I
04:11 start typing. What happened?
04:14 All the text is in that character style. Why?
04:18 Because I Double-clicked on that style when nothing was selected on my page.
04:22 When you do that, it makes that character style the new default style for this document.
04:27 This is a trap that even advanced Indesign users fall into all the time.
04:31 (LAUGH) Its a real problem. So let's go ahead and Delete that, I'll
04:34 hit the Escape key and then hit Delete to make that go away.
04:37 And now I'm going to go back here, and Click on None.
04:41 While nothing is selected on my page, I Click None and now none is the default.
04:45 That's the way it should be. In general, you always want to make sure
04:48 the Character Style panel is set to None, unless you're applying a style to some
04:52 text inside of a text frame. You know, it's always tempting just to
04:55 hit a keyboard shortcut to make some text bold or italic, but its much better to
04:59 use character styles. For example, I have Italic and Bold
05:02 Character Styles in the panel that I've created here, so if I want to make
05:06 something Italic, I simply select some text, and then Click on the style.
05:11 Using Character Styles for this is particularly important if you know that
05:15 you're going to be re-purposing your document later, let's say for ePub or HTML.
05:19 Character Styles make the process of re-formatting a document really a breeze,
05:23 as long as you remember to use them.
05:25
Collapse this transcript
Editing and redefining styles
00:00 We've already seen how easy it is to edit styles in InDesign.
00:04 Just right click on the style in the paragraph or character styles panel, and
00:07 choose edit from the context menu. But there's an even easier way.
00:11 Let me show you. I have my catalog file open from the
00:14 exercise files folder, and I'm going to jump to the previous spread in this
00:17 document by pressing Option, or Alt, page up.
00:21 Now I'll use the command space bar trick to zoom in on the lower left corner of
00:24 the page. And I'd like to redefine this style for
00:27 these co