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InDesign CS6 Essential Training
John Hersey

InDesign CS6 Essential Training

with David Blatner

 


InDesign is an essential tool for design firms, ad agencies, magazines, newspapers, book publishers, and freelance designers around the world. This course presents the core features and techniques that make this powerful page layout application fun and easy to use. Author David Blatner shows how to navigate and customize the workspace, manage documents and pages, work with text frames and graphics, export and print finished documents, explore creating interactive documents, and much more. He also covers popular topics such as EPUBs and long documents and includes advice on working with overset text, unnamed colors, and other troublesome issues that may arise for first-time designers.
Topics include:
  • Getting started in just 30 minutes: the quick start guide to InDesign
  • Understanding your workspace
  • Creating and setting up new documents
  • Creating and applying master pages
  • Entering and editing text
  • Placing graphics
  • Working with color and gradients
  • Editing frame and path shapes
  • Working with layers, objects, and groups
  • Rotating and scaling objects
  • Applying character and paragraph formatting
  • Using styles
  • Creating and formatting tables
  • Exporting to EPUB and interactive PDF
  • Packaging, printing, and exporting your final document

show more

author
David Blatner
subject
Design, Page Layout
software
InDesign CS6
level
Beginner
duration
8h 24m
released
May 07, 2012

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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
00:04Hi, I am David Blatner, welcome to InDesign CS6 Essential Training.
00:09InDesign CS6 is a professional design and layout tool used by almost every
00:13graphic designer, magazine publisher, book publisher, Newspaper, and ad
00:18agency around the world.
00:20In this course I'll show you everything you need to know to start building your
00:23high quality InDesign documents.
00:26I'll show you how to create a new document and build strong and flexible master
00:29pages, which can really speed up laying out your file.
00:33I'll explain how to bring text and graphics onto your page, manipulate them and
00:37style them to make effective and engaging designs.
00:41And I'll discuss how to ready your pages for final output, whether that's
00:45Print, PDF or an iPad app.
00:48As the co-host of InDesignSecrets.com I've learned this program inside and out,
00:53and I'm looking forward to sharing its secrets with you.
00:56Let's have some fun with InDesign CS6 Essential Training.
Collapse this transcript
Using the exercise files
00:00Before we jump in and start learning about InDesign's features and how to use
00:04them let me say a quick word about the exercise files available for you to use.
00:08If you're a premium member of the lynda .com Online Training Library or if you
00:12own this title on disk, you have access to the exercise files that I'll be using
00:17throughout the training.
00:18The files have been broken down into chapters and if you're following along it's
00:22important to open the correct file for each chapter.
00:25Many of the files have the same name but are in fact different in order to show
00:29off or discuss particular features in the program.
00:32To open this document, simply double-click on it and it opens in InDesign.
00:37If you see a dialog box like this one that says there are missing or modified
00:41links, go ahead and click Update Links.
00:44That way InDesign will automatically link the files to the Links folder inside
00:48the exercise files folder.
00:49Also if you see a dialog box saying that you're missing fonts, you can go ahead
00:53and replace them with fonts that you have on your system.
00:57One more thing about these files, at the end of each movie after we've
01:00moved objects around or changed text or whatever you should choose Revert
01:04from the File menu.
01:05That's what I do, so you'll see a nice clean file at the beginning of each movie.
01:09The reason I do this is so that you can jump right to any movie you want, even
01:14if it's in the middle of a chapter and you won't be lost.
01:16There are a couple of exceptions to this such as in Chapter 1 where each movie
01:20actually does build on where we left off in the previous movie.
01:24On the other hand, if you're a monthly or annual subscriber to the lynda.com
01:28Online Training Library you won't have access to these files, but, you can still
01:32learn by either just watching what I do or by following along using your own
01:36text and image assets.
Collapse this transcript
1. Learn InDesign in Thirty Minutes
Getting started
00:00The goal in this section is to get you acquainted enough with InDesign that you
00:03can open and edit in InDesign File;
00:05this is the basics of the basics, step 0, just the facts ma'am.
00:10If your boss handed you a file and you need to open it and do something with it
00:13before lunch today, start here.
00:16Okay, let's dive in!
00:18Everyone knows how to create a New File.
00:20You go the File menu and choose New, but InDesign it gives you three different options.
00:25In this case we want choose New Document, now the New Document dialog box has
00:30lots of options and I am going to cover all of these in the later chapter.
00:34But for right now all you need to know is does your document have Facing Pages
00:39that is a left and right-hand page like a book or a magazine?
00:42If it does you want to turn on Facing Pages, and if it doesn't, turn it off.
00:48Next, you want to make sure that your Page Size the final, what's called the
00:51Trim Size of your document is chosen here in the Page Size area and you set
00:57their Margins down here, that's about it.
01:00When you click OK, InDesign creates a nice clean document for you to work with.
01:04Now you can start with an empty InDesign document, if you want to but I find it
01:08is usually easier to start with a Template, something that's partially created,
01:13and then change the Text and Graphics as I work.
01:15I have a template to work with in my Exercises Folders.
01:17So I' m going to switch to that and I can open it right here within the folder
01:22just by double-clicking on it, or I'll go back InDesign, go to the File menu,
01:26and choose Open, here is that file.
01:29And when I choose it, there are three different ways that I can open this, down
01:33here at the bottom of the Open dialog box, you'll see that I can open the
01:37Normal, Original or Copy.
01:39Generally you'd just use Open Normal, that just opens the document unless you edit it.
01:45Open Original is good if you're opening a Template file, which we'll talk about
01:49in a later chapter and you want to edit that template itself or Open Copy, this
01:54sort of make any file a template.
01:56Because if you open this InDesign file, it will open it as Untitled, ready for
02:01you to Edit and then Save As with a new name.
02:03Now I should mention that the Open dialog box also lets be open QuarkXPress
02:08files and PageMaker files.
02:10That is, like the old QuarkXPress3 and 4 files and PageMaker 6 5 - 7 files.
02:16If you have one of those files, just select in the Open dialog box and click
02:20Open and it'll translate it, convert it into an Indesign file.
02:24If you have a QuarkXPress document created in a later version of express, like
02:28Express 5 6 7 or 8 you can still open that here, but you need a plug-in from a
02:33company called Markzware.
02:35The plug-in is called QX2ID.
02:38Markzware also makes another plug- in that let's you open a Microsoft
02:41Publisher files in InDesign. That's great!
02:44But in this case, I am simply going to open up this InDesign file by
02:47clicking Open, there it is.
02:49There is that template that I'm going to use;
02:51I am going to fill it out by adding some Text and Graphics.
02:54Now this Template file comes with the exercise files, but there are lots of
02:58InDesign templates available on the web, including dozens of free ones on the
03:02site that I run with Anne-Marie Concepcion called InDesign Secrets.
03:06Here at http://indesign.com/indesign- tempelates there are dozens of free
03:12templates that you can download and use, including ones to create Books,
03:16Brochures, menus and more.
03:19Just download them, open them in InDesign and you're good to go.
03:22By getting your document open, is just a first step on the adventure called InDesign.
03:28Next, we need to learn how to get text in here and make it look the way we want.
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Adding or editing text
00:00Okay, we have our document open, but we have a problem, it's mostly empty,
00:05empty document not good.
00:06Let's look at how we can get some text in here, edit it, and format it.
00:11The main tool in InDesign for manipulating text is the Type tool that's the one
00:15over here in the tool panel with a T on it.
00:18The Type tool lets me do two things in InDesign, it lets me create text-frames,
00:23that is frames that are going to contain text and it also lets me edit the text
00:27inside those frames.
00:28First, I'm going to take that Type tool and draw out a rectangle with it.
00:32When I let go over the mouse button, you'll see that the Type tool created a
00:36text-frame and the text cursor is flashing inside of here, I can go ahead
00:41and start typing now.
00:42In this case though I don't want to type all the text that I want to put in
00:45here, so I'll delete that, instead, I want to place text from my hard drive.
00:51I can place either a Word file or an RTF file with fully-formatted text
00:56inside of any text-frame.
00:58I'll do that by going to the File menu, choosing Place, and then choosing the
01:03file I want to import.
01:04In this case this brochure_intro.rtf file, when I click Open all the formatted
01:10text is placed inside the text-frame.
01:13Over here on the right side of the page I've an empty text-frame, and I can
01:17place text inside of this by typing in it.
01:20I'll click on top of the frame and then just start typing. I'd like this text
01:24to be in all caps, but instead of typing it over in all caps, I'm going to
01:28select it just by dragging over it and apply some formatting that will make it
01:32look like all caps.
01:34You change your text formatting in the Control panel, that's the panel that goes
01:38across the top of your screen.
01:40To make this all caps, I'll simply select the All Caps button.
01:45When I click on that the text becomes all caps, it's not really all caps, it
01:50just looks that way.
01:51And if I click the button again it goes back, let's make that all caps and then
01:55let's change the color of one word, I'll just drag over that second word and
02:00change the fill color of the word.
02:03Once again I'll go to the Control panel and I'll choose a fill color from
02:07the middle of the Control panel, this gives me all the color swatches inside this document.
02:13I'll talk about color swatches and how to create new ones in a later chapter.
02:17In this case I'm simply going to click on the blue swatch and then click down
02:21here, and then you'll see that the text is now blue.
02:25I'll make one more little text formatting change here.
02:27I'll select some text perhaps it's one sentence at the end of this text-frame
02:32and I'll make it italic.
02:34I'll do that by going to the Style popup menu on the left side of the Control
02:38panel, I'll choose Italic and the text changes to italic. Oops!
02:43I missed one letter, I better select that one letter and make that italic.
02:48I'm going to use a keyboard shortcut, I love keyboard shortcuts, I'm going to
02:51press Command+Shift+I or Ctrl+Shift+I and that changes it to italic as well, it
02:57does the same thing as choosing it out of the Control panel.
03:00Now as you can see there are many other features up here in the Control panel
03:04for formatting text.
03:05InDesign is a text and typography powerhouse and I'm going to be covering lots,
03:09lots more about text in later chapters.
03:12Now this document is starting to come together, but you know what Shakespeare
03:15would say about this, Words, words, words!
03:18Bring on the pictures, hold on wheel, that's where we're headed next.
Collapse this transcript
Adding or replacing graphics
00:00It's easy to get graphics into InDesign, and you may be tempted to copy them out
00:05of one program and paste them in here. But don't do it.
00:08Resist the urge.
00:10Instead, you want to place them, that is go to the File menu and choose Place.
00:16When you choose Place InDesign gives you a list of all the different files that
00:20you can place inside this document.
00:22In this case, I'm going to place the logo file, this .AI or Adobe Illustrator
00:27file, and when I click Open, InDesign loads that graphic up into the Place
00:33cursor sometimes called the Place Gun.
00:35The Place cursor let's me insert or place this graphic inside of a frame that I
00:40already have, or it will create a frame for me.
00:44But it's important to pay attention to the Place cursor icon.
00:47In this case, you'll see that the icon has a sharp edge on it, and that means
00:52it's going to create a new frame.
00:54If I move on top of this empty graphic frame on the right side of the page,
00:58you'll notice that the cursor changes slightly to rounded corners, kind of
01:03like parenthesis.
01:04That means that the image is going to be placed inside this frame.
01:07I'm going to comeback here and click in this blank area where there are no
01:11frames, and when I click, InDesign creates a frame and places the graphic into it.
01:18Let's go ahead and get another graphic.
01:20I'll go to the File menu, choose Place or you could press Command+D or Ctrl+D on
01:24Windows, and I'll choose this spirals image.
01:28Click Open, and you'll see that the image is placed inside that same graphic
01:33frame that I had selected.
01:35That's actually not what I intended to do.
01:37I wanted to put those spirals over here inside this frame.
01:40By default, InDesign will replace one graphic with another, when you use the Place command.
01:46If that's not what you intended, like here, you can undo that by going to
01:51the Edit menu and choosing Undo, or in this case, I'll just press Command+Z
01:54or Ctrl+Z on Windows.
01:56That undoes the Place, but it loads the Place cursor and you can see that now
02:01this graphic is on my Place cursor icon.
02:04I'll come over here, click, and that graphic goes inside this frame.
02:09The graphic is too large for the frame, but I'll deal with that later.
02:12I'm going to bring in a couple of more graphics, but I'm going to deselect this
02:17graphic frame by clicking in this area off on the right where there are no
02:20frames, that deselects it.
02:21That way my new image won't go into that same frame.
02:25Now I'll go back to the Place dialog box by pressing Command+D or Ctrl+D on
02:29Windows, and I want my graphic here, this logo to go at the bottom part of this page.
02:36But I can see by looking at that icon, that if I click it's going to go inside of a frame.
02:42The frame is that big, black box behind the page.
02:46I don't want it to do that.
02:47I want to make a new frame, so instead of clicking I'm going to click and drag,
02:53and when I click and drag, InDesign makes a frame exactly that size, places the
02:58graphic into it and scales it to fit that frame.
03:02Okay, let's go ahead and grab the last image.
03:04I'll click out here, go back to my Place dialog box, choose this Photoshop
03:09file, click Open, and then I'm going to simply click out here to place that
03:14graphic inside my document.
03:16Again, InDesign makes a frame, and places the picture into it.
03:19You'll notice that InDesign honors the transparency from this Photoshop
03:23file, that is, where there is checkerboard background in Photoshop, is
03:27transparent here in InDesign.
03:29So I can see right through that background area.
03:33But there's something else here, that you don't see and that is, that InDesign
03:37is linking to the file on disk.
03:39Every time you place an image in InDesign, it doesn't actually embed the image
03:44into the InDesign document. It links to it.
03:46It creates a link between the InDesign document and the high-resolution file on disk.
03:52And you can see that link by going to the Links panel.
03:55Over on the right side of your page in what's called the dock, I'll click on Links.
04:00That open the Links panel and we can see that because the image is selected on
04:04the page it's also highlighted here in the Links panel.
04:08There's my Photoshop file and we can see that this image is linked to, that
04:13Photoshop file on disk.
04:15There's much more to say about pictures and graphics and links, and I'm going to
04:18cover all of that in detail in a later chapter.
04:20For now, we finally have a document that has text and graphics, but it's
04:24definitely far from finished.
04:26Next, I'm going to show you how to move these objects around, to get just
04:29the look that you want.
Collapse this transcript
Moving objects around
00:00We've just been kind of throwing text and graphics onto this page and it is a mess.
00:05So let's go ahead and clean it up and head toward a finished product that we can print.
00:09The main tool that we're going to use to move objects around our page is the
00:13Selection tool, that's the first tool up here in the tool panel;
00:16also called the Black Arrow tool.
00:19The Selection tool lets me move objects around my page and even resize them and rotate them.
00:24Let's see how to do it.
00:25I'd like to move this graphic over.
00:27So I am going to click on it to select it and now I can drag it around, and
00:32you'll notice as I drag it, I see all these green lines flashing on and off.
00:36Those are called Smart Guides and Smart Guides are a great way to make sure that
00:41objects are aligned or distributed on your page properly.
00:44So I am going to drag this over until I see a green vertical line that shows me
00:49that this graphic, this logo is centered with the frame underneath it.
00:53When I let go of the cursor, you'll see that it's lined up perfectly.
00:57I will do the same thing with this logo down here;
01:00drag until I see the green line, and let go.
01:03Now I am going to move this image down in the lower-left of this photographer.
01:07If I click in the image out here, around the edge, and drag, you will see that
01:12the image actually moves.
01:13Now, it's different than if I click on this little icon in the middle, that's
01:17called the Content Grabber;
01:19the thing that looks like a bagel or a lifesaver.
01:22The Content Grabber actually lets me move the picture inside the frame.
01:26For example, if I click and drag, you'll see that the image moves but the frame doesn't.
01:31That's actually a very important thing for you to understand about InDesign.
01:35Images and frames are two separate things.
01:38There is another way to select the image inside the frame, and that is,
01:41by double-clicking.
01:43Double-click with the Selection tool and you select the image inside the frame.
01:47You'll notice that the highlight changed, and also the cursor changed to a hand
01:51cursor and that means I'm now moving the image around, not the frame.
01:56I will move that down to more or less where I want it, so I can see the picture,
02:00and now I will double-click again and the frame is selected;
02:03the frame that contains that image.
02:06So when I click and drag, I actually move both the frame and the image.
02:10The Selection tool also lets me change the size of frames.
02:14For example, I may want to change the size of this text frame.
02:17I will move it down a little bit, and then I will drag over the lower-right
02:22corner, this corner handle, and as I drag that down, it resizes the frame.
02:27Of course, by doing that, some of the text ended up going behind the image.
02:32That's not so good.
02:33I really wish that the text could see where the edge of the image is, and wrap around it.
02:38To do that, I am going to select the graphic, this image that I want the text to
02:42flow around and I am going to open the Text Wrap panel.
02:46All the panels live up here in the Window menu, so I will choose Text Wrap
02:49from the Window menu, and I am going to choose the third button in the Text Wrap panel.
02:55The Text Wrap panel has lots of options that I am going to be covering in a later chapter.
02:59But for right now, I will just go through this quickly, just the basics, remember.
03:03I am going to select that third one, and then I'm going to come down here to the
03:06Contour Options pop-up menu and I'm going to choose Detect Edges.
03:10That tells InDesign to draw a line, a text wrap line around the image itself.
03:16It's a little bit too close to the image, so I better increase this amount to
03:20let's say 9 points, p9.
03:23Now, you will see that blue line that it drew is slightly outside.
03:27That line won't print.
03:28It's just there to indicate where the text should go.
03:31I will select the text frame again and resize this until I can make sure that I
03:36see all the text that I want. There you go!
03:38Now, there are two other problems that I see on this page.
03:41One is that this graphic does not fit inside the frame.
03:45I can make it fit by selecting it, going to the Control panel and choosing the
03:50second button up here in the Fitting field called Fit content proportionally.
03:56And when I click that, the entire graphic will be resized so that it fits inside the frame.
04:02Finally, I see that down here, this photograph is obscuring even more text.
04:07In this case, I'm not going to make it wrap, I'm just going to move the stacking
04:11order, what's on top of what.
04:12I will select this text frame, and then I will Shift+Click on this text frame
04:16down here and I want to move them up above the image of the photographer.
04:22So I will go to the Object menu, choose Arrange, and then choose Bring to Front.
04:27Bring to Front means stack these frames on top of everything else on the page.
04:33Okay, this is finally really coming together, and there is so much more that I
04:37will be talking about in later chapters about grouping, and distributing
04:40objects, and organizing them onto layers, making starbursts, anchoring them into text.
04:45We are going to have great fun.
04:46But before we jump into all of that, there are two more things that we need to
04:50do to this document;
04:51print it and export it as a PDF.
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Printing and creating a PDF
00:00An InDesign document by itself is fun to look at.
00:03But it's not very practical out in the real world.
00:05Instead, you are going to want to print this puppy or export it out as a PDF so
00:09that other people can view it or print it. No problem.
00:13But before we go there, let's go ahead and save this.
00:15I will go to the File menu and choose Save As.
00:18I will go ahead and choose where I want to save the file, change its name and
00:23then come down here and make sure that InDesign document is saved in the
00:26Format pop-up menu.
00:28Note that you can also save this as an InDesign CS4 or later file, also
00:31called an IDML file.
00:33This is how you back save your file, in case you needed to open this in
00:37InDesign CS5 or CS4.
00:39But in this case, we are just going to save this as a regular CS6 document.
00:44Now everyone knows that to print, you go to the File menu and you choose Print.
00:48But there are couple of gotchas here in this dialog box that you should be aware of.
00:53This dialog box looks different than the Print dialog box in most other programs.
00:57But most of it, is pretty self-explanatory.
00:59You change the number of copies that you want, what pages you want to print, and so on.
01:04Notice that we have a list of panes down here on the left side of the dialog box.
01:09I am going to choose the Setup Pane and it's crucial that I choose the right
01:12paper size for the printer that I am printing to.
01:16In this case it's regular US Letter.
01:18Note that because this document is wider than it is tall, InDesign is indicating
01:23that it is going to print sideways on my page.
01:26So that it fits the page best.
01:28If I change the Orientation to Portrait by clicking this first icon, you'll see
01:32that there's a mismatch between the InDesign page, that's the one that has a big
01:36P on it, and the Printer page that's the white page behind it.
01:41So in this case, I am going to go back and click on the second icon, so that it
01:44rotates the page and it prints properly.
01:47Now there are some features that you maybe used to that you will not be able to
01:50find here in this Print dialog box.
01:52For example, if you have a double-sided printer, a duplex printer, you won't be
01:56able to find those printer specific features inside this dialog box.
02:00Instead, you need to go to the Printer Driver dialog box and you get there by
02:05clicking Printer down here at the bottom of the dialog box.
02:09Now InDesign will warn you that many of the features in the Printer Driver
02:13dialog box are overwritten by the ones in InDesign's own dialog box. But that's okay.
02:18We will click OK and up comes the Printer Driver dialog box.
02:22If this were a double-sided or duplex printer, we would be able to turn that
02:26feature on inside this dialog box here.
02:30So you use this Printer Driver dialog box to set up all your printer specific settings.
02:35Then go ahead and click Print and it returns you to InDesign's dialog box.
02:40When you are ready to print, go ahead and click Print here.
02:43In this case, I am going to click Cancel because I don't really want to print this.
02:47I want to make a PDF.
02:48Now back in the 20th Century the old days, the way people usually made PDFs is
02:53by printing PostScript to disk, and then using Acrobat Distiller to turn those
02:57poster files into PDF's.
03:00You don't want to do that.
03:01Instead InDesign lets you export PDF directly right out of the program.
03:06To do that you go to the File menu, choose Export and then choose PDF from
03:11the Format pop-up menu.
03:13You'll notice that there are two different PDFs to choose from.
03:16If your document contains buttons and movies and other interactive objects that
03:21we will talk about in a later chapter, then you'll choose Interactive.
03:24But in most cases you're just going to choose Adobe PDF (Print).
03:27I will click Save and up comes the Export Adobe PDF dialog box.
03:33This is very similar to the PDF dialog box that you'll see in most of the other
03:37Adobe Creative Suite applications.
03:38For example, you can choose any of your standard Adobe PDF presets.
03:43If you're sending this to a commercial printer, you will probably choose
03:46PDF/X-1a or PDF/X-3, but check with your printer first to be sure.
03:51If you are going to put your PDF on your website for somebody to download and
03:54view, you probably start with high quality print, and then you might make a few changes.
03:59For example, I turn on View PDF after Exporting because I like to see my
04:03PDF after it's done.
04:05I am going to go to the Compression pane and change the Resolution for all color
04:09and gray scale image to 150 because I don't need really high resolution images
04:14for this PDF that I'm putting on my website.
04:16I'm also going to change the Image Quality down to Medium because I don't need
04:21that super high quality either.
04:23In the later chapter, I go into far more detail about the options in the Export
04:27PDF dialog box as well as ways to export your InDesign documents to other
04:31useful file formats.
04:33But from now, I'm just going to export this PDF, and wait for it to appear.
04:36There we go, it opened the PDF and I can see that it's looking great.
04:41So that's it for our first section.
04:42I hope you've enjoyed this very fast overview.
04:45By now you know the basics enough at least to make a simple document, maybe get
04:50yourself into a little trouble.
04:51Now that we've scratched the surface though, it's time to really go ahead
04:54and learn InDesign.
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2. Understanding Your Workspace
Exploring the application window
00:00You can't play football or baseball if you don't know your way around the
00:03field, and you can't be efficient in InDesign until you're comfortable with the
00:07application window.
00:08Because whether you create a new document, or open an already created one,
00:12you'll see the same things.
00:14The first thing you see in InDesign when you launch it is this giant welcome
00:18window that's right in the middle of the screen.
00:20This welcome window is great because it gives you a list of all your recently
00:24opened InDesign files, and it also lets you create new files.
00:28For example, I'll just click Create New Document.
00:31Up comes a New Document dialog box and I'm just going to go with the default
00:34settings here, click OK and we can see a fresh new InDesign document right in
00:38the middle of the screen.
00:40In Windows, InDesign lives inside what's call the application frame.
00:44On the Mac, we don't have a frame by default, so we can actually see behind
00:48InDesign, in this case back to that blue Desktop.
00:52Or if there's other applications running, we could see those applications back there.
00:56To me that's really distracting.
00:57So I like to turn on the Application Frame and on the Mac you can do that by
01:02going to the Window menu and choosing Application Frame.
01:06This puts InDesign into an Application Frame which can take up a portion of the
01:10window, or the entire window.
01:12I typically wanted to fill the window.
01:14So, I'll go up to the green maximize button, click that and now it fills the window.
01:19Again, you don't need to do that on Windows because the Application Frame
01:22is always on there.
01:24Now let's take a look at what we're seeing here.
01:26At the top of course there's all the menus- File, Edit, Layout and so on, and
01:31this controls many of the features that we'll be using throughout this title, to
01:34talk about how to create InDesign documents.
01:37Just below the menu is what's called the Application bar.
01:41The Application bar gives us a few features that let's us control how we're
01:45seeing our document.
01:46For example, this first pop down menu let's you control whether the Rulers
01:50should be turned on or off, whether they're visible or invisible around
01:53your document page.
01:55I'll be talking about all of that later in this chapter.
01:58Next, down in the screen we see the Control panel and the Control panel is
02:01probably the most important panel inside of InDesign.
02:05This let's you not only get information about the objects on your page, but to
02:09control their formatting.
02:10It let's you control the Fill and Stroke of an object.
02:13It let's you control the formatting of your text.
02:16The Control panel is extremely important, that's why they put it right there at the top.
02:20However, if you don't want it at the top of the screen, you can actually move it someplace else.
02:25You can do that by dragging this little gray bar on the left edge.
02:29As I drag that out, it becomes a Floating panel.
02:32I could even drag this down to the bottom of my screen, until I see a little
02:36blue bar area show up and when I do that it docs it to the bottom of the screen.
02:41Some people like it down there more, because they find it more efficient to look down.
02:46In this case, I'm going to drag it back up to the top, and again I'll drag it
02:50until I see a little blue area, little blue bar, let go and it docks up there.
02:54I'm going to leave it there because that's the way it'll be on most of your machines.
02:59Right now, I have a brand-new document open and it's called Untitled-1.
03:02I can tell that by looking up here in the tab.
03:06This tab area shows all the documents I have open right now.
03:09For example, if I go to the File menu and choose New > Document and click OK,
03:14you'll see that now we have a second document open.
03:17Two different tabs, in both cases the documents are empty.
03:20So they look the same but believe me there really are two different
03:23documents open right now.
03:25The document page itself is centered in the window, and the edge of the page
03:29is this black line.
03:30That's the edge of the page that's going to get printed, or if it's an on-screen
03:35interactive document that's going to the edge of the screen.
03:38Inside the page there are these guides, these pink and purple guidelines.
03:43They're just guidelines.
03:44They won't print out.
03:46The pink one or magenta one is the Margin Guide.
03:49That's where the edge of the margin is inside the page.
03:51The purple ones are the Column Guides.
03:54In this case there's only one column on the page, so it takes up the entire
03:58width from one margin to the next.
04:00On the outside of the page is an area, called the Pasteboard.
04:04The Pasteboard is very useful for storing objects that you're not sure if you're
04:08going to use them or not.
04:10For example, you might have an image that you may want to use, you may not, no
04:14problem just hold it out there on the Pasteboard for little while, and then you
04:17can move it onto the page if you need to.
04:19Now as you're constructing your document in InDesign, you're going to need
04:23tools and all the tools live over here in the tool panel along the left side of the screen.
04:28There's a Selection tool, a Page tool, Type tool, and so on.
04:32And I'm going to be covering all of those tools in later movies.
04:36The counterpart to the tools, are panels.
04:38panels give you a lot of control over how objects look or how they behave on
04:43the page, and the panels typically live over here on the right side in what's called the Dock.
04:48For example, we have the Pages panel, the Layers panel, and so on.
04:52I'm simply clicking on the name and up pops the panel.
04:56You can find more panels here in the Window menu.
04:58The Window menu shows you all the panels in InDesign.
05:02The last thing I want to point out here is the Help menu, which you might be
05:05tempted to just to skip over or ignore.
05:07But there's, a few items in here which you should definitely know about.
05:10For example, the Welcome Screen.
05:13The Welcome Screen is that screen that we saw at the beginning of this movie.
05:17That window you see where no documents are open.
05:19Sometimes it's helpful to open that even when you have a document open.
05:22So there it is if you want to open it again.
05:25Deactivate looks really obscure, but it turns out to be really important.
05:29Because Adobe pays attention to how many copies of InDesign you're running at the same time.
05:34You're only supposed to have two copies of InDesign running, perhaps one on your
05:38Desktop and one on your laptop.
05:39If you ever need to uninstall InDesign and install it onto a different machine,
05:43don't forget to deactivate it first, because Adobe is paying attention.
05:48Deactivate, then uninstall and then move it to the other machine, and finally Updates.
05:53It's really worth choosing updates every so often, maybe once a month.
05:57Make sure your copy of InDesign is up-to-date because Adobe keeps releasing
06:01little mini upgrades. They fix bugs.
06:04They make things work more smoothly, more quickly, and so on.
06:08You definitely want to make sure you have the newest free update for your copy of InDesign.
06:13Now that you know your way around the document page, the document window, the
06:16panels and so on, it's time to learn about navigation.
06:20Zooming in and out, changing pages and panning around your document.
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Navigating and magnifying pages and objects
00:00You won't get very far in InDesign just by staring at the first page of a document.
00:04You need to learn how to navigate the high sees, zooming, panning around,
00:09jumping from page to page.
00:11Let's start with moving around the page and from one page to the next.
00:14Now, everybody knows about the scrollbars on the right side of the window, and
00:19at the bottom of the window and you can use those for scrolling around your
00:22document, from spread to spread, and so on.
00:24But I find it's usually easier to use the Hand tool, the Grabber Hand and you
00:29can find that down here at the bottom of the tool panel.
00:32There it is the Hand tool but nobody uses that tool really.
00:36Everybody uses the keyboard shortcut and the keyboard shortcut is
00:40Option+Spacebar or Alt+Spacebar on Windows.
00:44When you hold down Alt+Spacebar or Option+Spacebar you can actually click and
00:48drag and as you drag around, you actually move the whole page or the spread.
00:53So the Hand tool is a great and very efficient way of panning around your document.
00:58However, if you're trying to jump to a one particular page or spread, especially
01:02in a long document, you don't want to have to use the scrollbars or the Grabber
01:05Hand, instead you want the Pages panel.
01:09So I'll go over here to the Pages panel and click here, it's over here in the
01:12dock and you can see that all the pages live here in one long line.
01:17In this case, we have three spreads.
01:19So, if I want to go directly to the Page 24-25 spread, I just double-click
01:25on the numbers, and it takes me right to that spread and centers that in the window.
01:29If I want to go just to page 23, I can just double-click on page 23 and it jumps
01:34me there and centers that page in the window.
01:36We can also navigate from page to page using the Layout menu.
01:40Now Layout menu gives us a number of controls.
01:42I go to the first page, then next page, and so on.
01:45But if you find yourself using the layout menu more than two or three times,
01:49tell yourself to remember these keyboard shortcuts.
01:51There are little obscure but they really help.
01:54For example, if you want to go to the first page in the document, you press
01:57Command+Shift+Page Up.
01:59That's with all those squiggles mean.
02:01On Windows you do Ctrl+Shift+Page Up.
02:04If you want to go to a specific page, you press Command+J on the Mac or Ctrl+J on Windows.
02:10You absolutely owe it to yourself to remember some of those keyboard shortcuts.
02:14You don't have to get all of them, but remember some of them the ones that
02:16you're going to use most often.
02:18Here, I'll choose Go to Page, type in Page 24 and press OK and it takes me
02:23directly to that page.
02:25Now that we know how to move from page to page, we need to know how to move
02:28in and out of the page, how to magnify the page, so that we can see what's on it better.
02:33InDesign has about 10 different ways of zooming in and out.
02:36So let me show you a few of them, the ones that you'll probably use most often.
02:40Up here in the Application bar, there is a Zoom Level pop up menu and we can
02:44choose a specific percentage for zooming in or out.
02:47Right now we're at about 75%.
02:49But if we wanted to zoom in we might choose 150%.
02:53If we want to move further out we might choose something smaller like 50%.
02:57So you can move in and out with that pop-up menu.
03:00This pop-up menu is what's called the Combo Box because we can actually select
03:03the text inside of it and type a particular value we want, maybe 145%.
03:09Press Enter and it goes right to that percentage.
03:12Another way to move in and out is to hold down the Command Key on the Mac
03:15or Ctrl Key on Windows and press the Minus or Plus buttons on your keyboard.
03:20That lets you zoom in or out on your page.
03:22But if you want to know what I use most often, it's just a few
03:25keyboard shortcuts.
03:26For example, Command+Option+0 or Ctrl+Alt+0 on Windows, centers the spread, the
03:33left and right page spread inside the window.
03:36Command+0 does the same thing but just the page.
03:39It centers the current page in the window.
03:41Command+1 or Ctrl+1 goes into 100%, Command+2 or Ctrl+2 goes into 200% and
03:48Command+4 or Ctrl+4 jumps all the way into 400%.
03:52I find that those keyboard shortcuts are very useful for moving in and out of a
03:56document, in percentages that I use most often.
03:59Now I'm zoomed into 400% here, and I can see the text really well.
04:04But what if I want to quickly move over to a different part of the page?
04:06Well, InDesign has a feature called Power Zoom and you get to Power Zoom by
04:11first jumping to the Grabber Hand by pressing Option+Spacebar or Alt+Spacebar on
04:16windows and clicking.
04:18And when you click and don't move the cursor, if you hold down that mouse
04:22button just for a moment, suddenly you'll zoom all the way out to see the entire spread.
04:26And you can see a red rectangle that shows where you're going to be looking when
04:31you let go of the mouse button.
04:33So, for example, if I move over here and then let go of the mouse button it'll
04:37zoom back to 400% right within that area where the red rectangle was.
04:42So Power Zoom is a great way to stay zoomed in, but move around your spread.
04:47Now for the last zooming trick I'm going to show you, I'm going to zoom out to
04:50fit the whole spread in the window, by pressing Command+Option+0 or Ctrl+Alt+0
04:54on Windows, and I want to zoom in on a very specific piece of my page, just
05:00this caption down here.
05:01To do that, I want to get the Zoom tool temporarily.
05:05I say temporarily because I don't want have to go all the way over to the tool
05:08panel and choose the Zoom tool, this little magnifying glass tool.
05:12Instead, I'm going to hold down Command and Spacebar or Ctrl+Spacebar on Windows.
05:19Now on the Mac, when I do that, Command+Spacebar I have something
05:23unfortunate happen.
05:25I get the little spotlight thing in the upper right corner.
05:28It drives me crazy.
05:29I don't want Command+Spacebar to be spotlight, I want to Command+Spacebar to be
05:33the Zoom tool in InDesign.
05:35So for those of you, who're the Mac let me show you a trick.
05:38First I'll go to the Apple menu and choose System Preferences.
05:42Now I'm going to click on Keyboard, and then I'll choose Keyboard Shortcuts, and
05:46when you're in a Keyboard Shortcuts mode of the Keyboard Preference you can
05:50choose Spotlight and turn off the Keyboard Shortcuts for the spotlight feature.
05:56That's all you need to do.
05:57Now when I go back to InDesign my Command+Spacebar will work the way I want it
06:01to, which is to give me the Zoom tool.
06:04I'll drag over an area with the Zoom tool.
06:07When I let go, it zooms in right onto that caption.
06:11Now I know that's a lot of different features that I'm throwing at you quickly.
06:14But it's really worth it to go over this navigation features a number of times.
06:18Really get them down because these are the features that you're going to be
06:21using a hundred, or even a thousand times each day.
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Setting rulers and measurements
00:00A scientists like to say, if you can measure it, it must be there, but how do we
00:04measure things in InDesign?
00:06Measurements show up in a number of locations in InDesign, including the Control
00:10panel and in the Rulers.
00:12But what if these measurements show inches and you work in millimeters or in
00:16this case, this document is setup to points and I want to work in centimeters.
00:20How do we change it? No problem.
00:23The trick is to right-click on one of the rulers or Ctrl-Click with a one-button mouse.
00:28Here we can change this ruler to any one of a number of different
00:31measurement systems.
00:33In this case however, I want to change both rulers, the horizontal and the
00:36vertical ruler, so instead of right-clicking there, I'm going to right-click on
00:40this little square where the two rulers intersect and by doing that I can change
00:45both at the same time.
00:47Now whenever I select an object on my page, all my measurements show up in
00:51centimeters instead of points.
00:53So this is great, but it only applies to this one document.
00:56What if I wanted to change all the new documents I create from now on?
01:00Well, here's the trick.
01:01First, close all your documents and when no documents are open you can change
01:06some preferences, and we can't right-click on a ruler because there is no rulers
01:09to be found, so instead, we go to the Preferences dialog box which you can get
01:14to on the Mac under the InDesign menu and on Windows it's under the Edit menu or
01:19you can just press Command+K or Ctrl+K on Windows.
01:23Inside the Preferences dialog box you'll want choose Units & Increments.
01:28InDesign lets you change all kinds of Preferences and we'll be talking about a
01:31few more of these in later chapters, but for right now we're just going to focus
01:35on the Rulers & Increments.
01:37I'll change this to Centimeters here and click OK and now it doesn't look like
01:43anything has changed, but the next time I create a new document, it's
01:47automatically set to Centimeters.
01:49You can see that all these values are centimeters now.
01:51I'll click OK and now the rulers are in centimeters as well.
01:55This does not change old documents, any document that's already been created,
01:59but it does change all the documents that you create from now on.
02:03By the way, you can also find measurements in one other place in the Info panel.
02:08I'll open the Info panel from the Window menu and hiding inside here this
02:12little tiny black triangle and if you click on that you will once again see all the measurements.
02:18I can change this from Centimeters to let's say Ciceros or Pixels or I'll try Inches.
02:24Very few people know about that secret feature with that little triangle there.
02:28InDesign is full of these little hidden, but useful features that just makes it
02:32more rich and more fun to use.
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Working with panels
00:00Most of InDesign's features live in its panels and there are a lot of panels in this program.
00:06For example, here is the Pages panel and the Layers panel, and the Links panel,
00:10and since you're going to be looking at these panels a lot, you should know how
00:14to manage them efficiently.
00:16By the way, the word panels is kind of new and many people still call these
00:20palettes, so if you hear someone say palette, maybe I'll say palette, maybe
00:24sometimes it sneaks out, just smile and know that panels and palettes are the same thing.
00:30Okay, when you first open InDesign, you see a list of panels along the right
00:34side of the screen and these panels all live in something called the dock.
00:39If I go to the Window menu I see a list of all my other panels, for example, I
00:43might want to use my Text Wrap panel, so I'll choose that and we'll see that
00:47this panel is now floating.
00:49I can move panels anywhere I want when they're floating.
00:51I can move it over to the left side of the page or the right side of the screen
00:54and so on, just by dragging the tab or the gray area at the top of the panel.
01:00I can even move it over to the right side and put it into the dock, and you
01:04do that by dragging it until you see a little blue line, the blue line means
01:09it's going to go here.
01:10So I let go of it and now we can see the Text Wrap panel is docked.
01:15I'll click on it to open it and click on it to close again.
01:18If you find yourself using a panel often, you should definitely put it over in
01:22the dock, so it's easy to get to.
01:24Here are a couple of other things about panels that you should know about.
01:27First of all there's a double-headed arrow at the top of the dock and when you
01:31click on that it opens all the panels, so you can see them.
01:35Some people like that kind of thing.
01:37For example, I'll click on the Color tab and it opens the Color panel right
01:41there in front of me, that way there is no fuss of having to open and then close it again.
01:45On the other hand I find that to be just kind of waste of space on the screen,
01:49so I'm going to click that double-arrow again and put it back into this mode
01:53where I just see the names.
01:55In fact, I don't even need to see the names, because after you've been using
01:59InDesign for more than two weeks, you're going to know what all these icons are.
02:03That's the Text Wrap panel icon, that's obviously the Color Swatches icon, and so on.
02:08So I don't need to see the names and I can hide them by dragging the left edge
02:13of the dock to the right.
02:14I'll simply place my cursor over that gray line and drag it to the right,
02:18until the names go away.
02:20Now I just see the panel icons, which I just find a much more efficient use
02:25of screen real estate.
02:26Now, granted, sometimes I want those panels to be floating instead of in the
02:30dock, and I can do that by opening them and then dragging the tab out of the
02:35dock and onto the screen again, now it's floating.
02:38There is the Links panel and the Layers panel and the Pages panel, and so on.
02:43I could drag all of these out if I want.
02:44I can even make these little floating minimized versions if I want and then
02:48click on the double-arrow to expand it.
02:51Positioning your panels is all about finding what you need as quickly and easily
02:55as possible but you'll find that you need different panels open at different
02:59times, when you're working with the text you need certain panels open, and when
03:03you're using interactive elements, you need different panels open.
03:06Fortunately InDesign has a feature called Workspaces, and you'll find the
03:10workspaces up here on the right side of the application bar, right now it's set to Essentials.
03:15If I click on that I can choose a different workspace and InDesign ships with a
03:19number of workspaces built in.
03:21For example, Advanced.
03:23Advanced is not really advanced, it just shows a different set of panels on the screen.
03:28Now when I go back to the Essentials workspace, you'll see it's exactly the way
03:32it was when I left it, but this is kind of a mess, so I'd like to clean it up.
03:36So I'm going to go back to the Workspace menu and choose Reset, reset means
03:41put it back to the way it was when it was first created, when this workspace was fresh.
03:45There we go, back to its original form.
03:48Okay, so once you have your panels set up just the way you want them, you're
03:51going to want to turn your focus to your document and how to control, how
03:55InDesign displays artwork and page items.
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Setting the view quality of artwork
00:0115 years ago a lot of people talked about the term WYSIWYG.
00:04What You See Is What You Get, but the word fell out of favor after people
00:08realized that they really couldn't trust what they saw on the screen.
00:11Now InDesign makes WYSIWYG a reality, because you really can start to trust your
00:16monitor again, but you have to know how to manage InDesign's Display Options.
00:21Let me show you what I mean.
00:22I'm going to use my Zoom tool shortcut which is Command+Spacebar on the Mac or
00:26Ctrl+Spacebar on Windows and I'm going to zoom in on this logo.
00:30Right away we see that this thing looks cruddy.
00:33I can't read the text very well, I can't really tell what's going on in the
00:36graphic, it's just not very useful, but you need to print this thing out on a
00:40laser printer in order to see it in good quality, absolutely not, because
00:44InDesign can show you high quality but only if you tell it to.
00:49To do that, go to the View menu choose Display Performance and then change from
00:54Typical to High Quality Display.
00:57Much better, now Typical is great because it's fast.
01:01If you're on a slower machine, you probably want to be in Typical most of the
01:05time, because it'll keep things moving quickly.
01:08If you're on a screaming fast machine or you really need to pay attention to the
01:11quality of the graphics all the time, go ahead and set it to high-quality and
01:14leave it set that way.
01:15When you're in high-quality display, you can zoom in and in and in.
01:20For example, there is 1300%, zoom in even more, there is 4000% and I can still
01:27
01:27see nice sharp lines.
01:30It's like there is a whole high-end rip built into InDesign so that no matter
01:34what zoom percentage you're at, you always see the highest quality.
01:38And it's not just for vector images either, this works for pixel images
01:41too, raster images.
01:43I'll hold down Option+Spacebar or Alt+Spacebar on Windows, click down the mouse
01:47for a moment so I can get my power zoom, and I'm going to zoom over here to
01:51look at this image.
01:52When I let go, it zooms back to 4000% and I can see real pixels.
01:58These are exactly the same pixels as I would see in Photoshop.
02:02It's high-quality display, high-resolution display.
02:05Now, if I go back and switch to Typical Display, everything is going to be much
02:09faster, but we're going to see a much rougher version of these pixels.
02:13Everything is low resolution, 72dpi.
02:16Knowing what you're looking at is key to being efficient in InDesign and it lets
02:20you make the right design choices without having to print a lot of proofs.
02:24There are a few more ways to adjust how InDesign displays your document too,
02:28which is what I'm going to cover in the next movie.
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Adjusting view and preview settings
00:00What you see on screen is crucial to you being efficient in this program.
00:04It's your only portal into understanding what's in your document and how it's
00:07going to end up in print or PDF or wherever the file is headed.
00:11Fortunately, InDesign gives you a number of controls over how it displays your pages.
00:16We saw how to change display quality earlier.
00:19Now let's see about InDesign's other display settings.
00:22All of InDesign's display settings live up here in the View menu, and the most
00:26important one is here under the Screen mode submenu, it is called Preview mode.
00:31Now Preview mode doesn't look like it has a keyboard shortcut, but I'm going to
00:34let you know a secret, it does.
00:36It's just the letter W. So whenever I want to go into Preview mode, I simply
00:40press W. As long as you're not editing text of course, if you're inside of a
00:45text frame, then pressing W actually types the W letter, but if you're not
00:49editing text, then pressing W puts you into Preview mode, and then pressing W
00:53again, takes you out of it.
00:55Now preview mode is great, because it gives you a nice neutral gray background
00:59inside of your pasteboard and more importantly it hides all nonprinting objects.
01:04Your guides disappear, nonprinting objects disappear, the edges of frames disappear.
01:09Actually the edges of frames do appear, if you placed your cursor over an object.
01:15So as I move my cursor over an object they appear and they do that because you
01:19can actually work in Preview mode.
01:21I can actually move this object around if I want to and place it just where I
01:24want, completely up to you.
01:27So I find it very useful for those little edges to appear when you move your
01:31cursor over an object.
01:33That said, I do know that it drives some users crazy.
01:37I don't know what it is, but for some reasons some InDesign users just
01:40really hate that feature.
01:41So I'll tell you a little secret.
01:44If you go to the Preferences dialog box, you go to the InDesign menu on the Mac
01:47or Edit menu on Windows, and you choose Interface.
01:51Inside the Interface pane of the Preferences dialog box is a checkbox, Highlight
01:56Object Under Selection tool.
01:58If you don't like those edges flashing on and off, turn off that checkbox and then click OK.
02:02I'm going to leave it on, because like I said I actually like that feature.
02:07So now, as soon as I deselect that object by clicking out here in the
02:10pasteboard, the frame edges hide again.
02:13So Preview mode is terrific for giving you a sense for how this document is
02:16going to print or export to PDF, and so on.
02:20Here is another thing you can do, press the Tab key, again, when you're not editing text.
02:24Press Tab and all the panels disappear, they just disappear.
02:28So you have much more screen real estate to work with and it looks more cleaned as well.
02:33It turns out that those panels are really still there and if I move my cursor
02:36over to the right side of the screen, they'll pop out again, and then I can use them.
02:41And as soon as I move my cursor away, they disappear again.
02:45Same thing with the tool panel on the left-side of the screen, there they are,
02:48and now they've gone again.
02:50So Tab key turns them off and on again.
02:53Now the Preview mode is cool, especially when the panels are turned off, but for
02:57the ultimate in screen display you want Presentation mode and you can get that
03:02from the View menu or up here in the application bar you can choose this little
03:06pop-up menu and choose Presentation or the secret keyboard shortcut, Shift+W,
03:12and when you press Shift+W it hides everything.
03:15Your menus disappear, your panels disappear everything disappears, except your
03:19document which is put on a nice black background, very high contrast, great to
03:24look at, especially when your boss walks in or a client.
03:28Presentation mode is also helpful for moving through a multi-page document
03:31because if you click you move from one spread to the next.
03:34You can actually see the cursor has a little arrow in there indicating that
03:38clicking moves from one spread to the next.
03:40If you want to move back a spread, you hold down the Shift key, Shift+Click to
03:44move back and I'll Shift+Click again.
03:47When you're ready to exit Presentation mode, you can press Escape or Shift+W
03:51again and you're out of Presentation mode.
03:54Now I'll press W to exit out of Preview mode and I can see all of my nonprinting
03:58objects again, like the guides.
04:00By switching from one display mode to another and by turning on and off these
04:04view settings you can really get a sense for what's in your document, whether
04:08it's laid out properly and how it will look when it's exported or printed.
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3. Creating a Document
Creating new documents
00:00Finally, it's time to make a new InDesign document.
00:03The way to make a new InDesign document is to go to the File menu, go to New
00:07submenu and choose Document.
00:09Of course, you could also just press Command+N on the Mac or Ctrl+N on Windows
00:14or the other thing you could do is here in the welcome screen you could click
00:18the Document button under the Create New area.
00:21When you do any of those things, up comes the New Document dialog box.
00:25At first this dialog box might be a little overwhelming.
00:28There are a number of features in here that you probably don't need to pay
00:31attention to all the time, but I am going to go through one feature at a time to
00:35make sure you know what's what in here.
00:38The very first thing you need to decide is the Intent.
00:40The Intent means where this document is going.
00:43There are three options here, Print, Web and Digital Publishing and I am going
00:47to focus on these second to first.
00:49Web is a bit of a misnomer.
00:52It doesn't mean web like a web page or an HTML page, it means a document that is
00:57going to be delivered on-screen.
00:59This really should say on-screen.
01:01An example of this might be a document that you are going to be exporting as PDF
01:05and it has a movie in it and some buttons, things that you will probably only be
01:09seen on screen and then maybe occasionally printed out.
01:12Another example might be a SWF file that has animations built into it.
01:16Those are on-screen web documents.
01:19Two things happen when you choose Web;
01:21first, all your measurements are set to pixels instead of inches or centimeters
01:26and second all your colors in your document will be set to RGB.
01:30That's appropriate for a web or an on-screen document.
01:34The next option Digital Publishing are only for documents that are destined to
01:38be used in the Digital Publishing Suite, the DPS suite, and that's for
01:43documents that are going to be created as apps on an iPad or an Android device,
01:48some sort of tablet.
01:49Here too everything is set to pixels and one of things you'll notice is that
01:53Page Size is not really a page it's a device, is this going to an iPad or is
01:58it going to a Nook?
02:00InDesign is smart enough to know the pixel dimensions of those various devices,
02:04but for all the other InDesign documents, really probably 99% of the documents
02:09that are created with InDesign, you want to choose Print and Print does not mean
02:14only print, it doesn't mean that you're going to necessarily be printing this.
02:17If you're making a PDF that you're putting up on your website for somebody to
02:20read like a product sheet for some business, you can still use Print.
02:25But for everything else, probably 99% of the documents created in
02:28InDesign choose Print.
02:30Print is kind of like the catchall for all the other documents that you are
02:32going to be creating.
02:34When you use Print, your measurements are all set to picas or inches or
02:37centimeters or whatever you have chosen, and all your colors are set to CMYK.
02:42The next thing you need to decide in the New Document dialog box is whether your
02:46document is set up for Facing Pages.
02:48Facing Pages should only be used for documents that have a left and a right-hand
02:52page, a verso and a recto, kind of like a book or a magazine.
02:57If you're doing a one-page flyer or even a double-sided flyer you want to turn that off.
03:02Anything that does not truly have facing pages, turn that off.
03:05Primary Text Frame is a way to automatically add a text frame to your Master
03:10page and I'll be covering that in a later chapter.
03:12For now, I'm just going to tell you that most people can turn that off, leave it
03:16off most of the time, it's used for things like books where you have a story
03:21that goes from one page to the next over a lot of pages.
03:24Couple of other features we can look at quickly, Number of Pages, usually it's set to 1.
03:29If you know what you're creating a document with 16 pages, you can type 16 in
03:33here and you'll get that many pages, but it doesn't really matter and honestly
03:37I usually just set it to 1 and if I need more pages, I'll add them later in InDesign.
03:42Same thing with Start Page, Start Page is something that you can set here if you
03:46want to, for example, if you are working on a chapter of a book and you know
03:49that chapter starts on page 47, you could set that here.
03:53Otherwise, it's easy to change later.
03:55Now we get to the real meat and bones of this dialog box, the Page Size.
04:00This is the most important thing that you can choose here.
04:02What size should the finished piece be?
04:05I am talking about if you're going to be printing this on a commercial printing
04:08press what is the final size after it's trimmed down, going to be? Is it letter size?
04:14Is it 8x10, is it something smaller?
04:17If you're printing a business card, you should choose Business Card out of this
04:21popup menu and the Width and Height will update automatically.
04:24If you know you are going to be printing on A4 paper, then go ahead and choose A4.
04:29In this case, I know that I'm creating a document that's going to be exactly
04:327 inches x 9 inches.
04:34So I am going to type that in here.
04:36I can type my own custom values here by typing 7in for 7 inches, then I'll press
04:42Tab and when you press Tab, it will automatically convert the measurement into
04:47the current measurement system, which is picas.
04:50This is going to be 9 inches tall, so I'll type 9in and then hit Tab again, and
04:54it converts it into picas for me.
04:57If you want to, you can click on the Orientation buttons over on the right.
05:01All that does literally is swap the values in here, doesn't do anything special.
05:05Columns is the next stop.
05:07Most documents just have one column, but if you know that you're going to have
05:11two or more columns in your document, go ahead and change them here.
05:14Also, change your Gutter.
05:16The Gutter is the amount of space in between each column in your document and Margins.
05:22Margins set up guidelines inside your page so that you know where the edges of
05:27let's say the text frame should sit.
05:29Margins are just guidelines.
05:31There's nothing stopping you from putting objects outside the margins, but
05:35they're just helpful reminders of where the appropriate place to put your text
05:38frames and graphics should be.
05:40One thing to note here it this button that looks like a little chain, right now
05:44if I made a change to any of these fields, they would all change, but if I click
05:49on that link button, it unlinks, it decouples all of these frames.
05:53So if I want a different margin at the Top, I cap type 6p, for example, and now,
05:58I can change that separately from the others.
06:01Now this looks like all of the options inside this dialog box, but there is a
06:04little bit more, it's hiding from you.
06:07Adobe didn't want to freak you out by offering too many options at the same
06:10time, but you can see all of your options by clicking on the More Options
06:14button, and when you do that, the dialog box gets a little bit bigger and we can
06:19see that there is Bleed and Slug settings.
06:21I'm going to be talking about Bleed and Slug settings in a later movie in this
06:25chapter, but I just wanted to point out that this is where you can find those
06:28settings here in this dialog box.
06:30Now the last thing I want to point out is the Save Preset button, because if
06:35you create a lot of new documents, some of them are probably going to have the same values.
06:39So I can save all the work that I have just done in this dialog box by clicking
06:43Save Preset and giving this a name.
06:47You can call it anything you want, and then you click OK, and suddenly that
06:51preset shows up here in the Document Preset popup menu.
06:55So the next time I need a document that's 7x9 with a 6 pica Top margin, I can
07:00just pull that right out of this popup menu.
07:02I'll click OK and now I've got my document.
07:06If you do create a document and you need to make changes later, don't panic,
07:10InDesign is very flexible, very forgiving.
07:13In this case, let's say we want to change the size of the page slightly, we'll
07:16go to the File menu and choose Document Setup and we can change all kinds of
07:21settings here, including the Page Size.
07:24For example, let's make this a little bit taller.
07:26I'll just say make this 55 picas instead, click OK and now the document
07:31is slightly taller.
07:33Making a new document with the proper settings is the first step in creating a
07:37strong foundation for your publication.
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Saving and reverting documents
00:00Once you have a new document or you're editing an already existing document, you
00:04should save it to disk.
00:07For example, if I select some of these objects over here and just drag them to the right.
00:11Now suddenly I have changed my document and I can tell that I have change the
00:15document, because there is a small asterisk up here in the tab.
00:19That asterisk means this document has changed since the last time I saved it.
00:23But when I go to the File menu, I see that there are actually three different
00:26ways to save my document Save, Save As and Save a Copy.
00:31Let me talk for a moment about what the differences are.
00:35Save, you've probably had lots of experience with if you've used any other software.
00:39It simply saves over the current document.
00:42Save As, is slightly different, it lets you rename the document to anything else.
00:47For example, I can change this to 03B, and it lets you choose a different
00:51location for the document.
00:53It also gives you an option of what format to save it in, a document, a
00:57template, or an IDML file.
00:59A document is just a regular InDesign file, nothing special about it.
01:03You'll open it, you change it, you save it, and so on.
01:05A template is slightly different.
01:08When you save an InDesign document as a template, you're telling InDesign that
01:11you are not expecting to make any changes to this document in the future, that
01:15is, you open a document and it will open as untitled;
01:19you're using it as a base for future documents to work off of.
01:23The last option InDesign CS4 later, otherwise known as IDML, I'll cover later
01:27on in this chapter.
01:29In this case I'm just going to save this as a regular InDesign CS6 document.
01:33Now the third option Save a Copy is kind of interesting.
01:39Save a Copy means save the current state of this document out to my hard drive,
01:44but let me continue working on the document I'm working on.
01:47You'll see that currently I'm working on 03B, the one I just did a Save As on.
01:52So, if I choose Save a Copy and save this as 03C, I'll get rid of this word copy
01:59I don't need that there.
02:01If I save this as 03C, then I continue working on 03B, I've just taken the
02:07current state of the document as it was and saved it off to the hard drive.
02:10I'm going to go ahead and keep working here by moving this over there, I'll move
02:14this over here, and I just called it because all kinds of havoc in this
02:17document, but you get the idea that I'm still working on 03B, and if I later
02:21want to go back to 03C, I cant.
02:24It'd be easy to open that off the Desktop.
02:26This is what I called saving a base camp.
02:29It's like, when you're climbing a mountain, you set base camps every so often
02:32that you can always return to.
02:34That's what Save a Copy is about.
02:36And one of my favorite things about InDesign is the ability to experiment and
02:40never feel like anything I've done is set in stone, so that you can always go
02:43back to where you were.
02:45So, saving a copy, a base camp, is a great way to feel confident that you can go
02:49back to where you were.
02:50Another way you can feel confident in making changes in InDesign and
02:53experimenting is that there're unlimited numbers of undo.
02:57So, if I go ahead and start making more changes here, moving things all over the
03:00place, making a real mess of this, I know that I can always undo what I've done
03:05by pressing Command+Z or Ctrl+Z on Windows, and I can do that as many times as I
03:10want until it goes all way back to where it was.
03:13Now sometimes, you really mess up a document.
03:16You're working for half an hour, changing things, moving things all over the
03:20place, and you realize you don't want to undo a hundred times.
03:23You don't want to hit that keyboard shortcut over and over again.
03:26In those cases, you might consider using something else from the File
03:29menu called Revert.
03:31Revert means go all the way back to where this document was when you last saved
03:36it, in this case, when I did that Save As.
03:39When you choose Revert, it confirms are you sure you really want to do this,
03:42because all of your changes is going to get lost, and if you choose OK, it
03:46actually closes this document and reopens the original one from disk.
03:50Look, mistakes happen they're inevitable.
03:53So, teach yourself to save, save often, save base camps, save backups, and then
03:59use Undo and Revert judiciously when you need to.
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Saving for CS4 and CS5 with IDML
00:00You might be using InDesign CS6, but a client or a colleague may still be using
00:04InDesign CS5.5 or 5 or even CS4, and if you send them your InDesign file, they
00:11won't be able to open it.
00:12Instead they'll get a nasty alert saying, they don't have the right plug-ins.
00:17So what you're going to do? What will you do?
00:20Well, the trick is to send them an IDML file, technically an InDesign
00:25Markup Language file.
00:27It's an XML thing, you don't need to worry about it.
00:29It's just an IDML file that they can open.
00:33You can make an IDML file in one of two ways.
00:36You can go to File menu, choose Export, and then choose from the Format pop-up
00:40menu InDesign Markup or IDML.
00:43That's one way to do it.
00:44Another way to do it, perhaps even easier, is choosing Save As from the File
00:49menu, and when you choose Save As, you can choose IDML from the Format pop-up menu.
00:55InDesign warns you that saving as an IDML is not truly a save as, that is, it
01:01doesn't do anything to this file here, it's literally exporting IDML.
01:06They just put it in the Save As dialog box, because a lot of people couldn't
01:09find it in the Export;
01:11they didn't know that it was there.
01:12InDesign warns you that you're not really doing a save as, it's not changing
01:17your document in any way, it doesn't change the name of this or anything.
01:20All it's literally doing is exporting IDML.
01:23The same thing as the other export feature, but in InDesign CS6, Adobe put the
01:28IDML feature into the Save As dialog box, because so many people could not find
01:32it in the Export dialog box;
01:34they didn't know where to look.
01:36Anyway, when you click Save, you'll get your IDML file that you can send to
01:40somebody else and they'll be able to open it.
01:43But remember, using IDML to save backward is not seamless;
01:48no matter what you've heard.
01:49Some things can get lost and your documents can change, sometimes radically when
01:54you open a file in an earlier version.
01:56For example, let's say, your document contains more than one page size,
02:00something that I'm going to explain in the later chapter.
02:03All of those page sizes are lost if you open the IDML file in CS4, because it
02:08doesn't know about multiple page sizes;
02:10it doesn't have that feature.
02:11So what you expected to do?
02:13All the pages end up the same size.
02:16Nevertheless IDML can be a useful technique, especially if you're working with
02:20simple documents and you can't convince everyone you work with to upgrade.
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Setting the margin and column guides
00:00In an earlier movie, we saw that the New Document dialog box, lets you set your
00:04margins and column guides.
00:06But what if you change your mind later, after the file is already created, or
00:10what if you want different margins in different parts of your document?
00:13No problem, that's where the Margins and Columns feature comes in here under the Layout menu.
00:17But before you choose this feature, you need to tell InDesign which pages
00:22you want to affect.
00:24To do that, I'm going to go to the Pages panel over here in the doc.
00:28Right now, I can see that I'm looking at pages 24 and 25, and I can tell that
00:33because those of the pages that are highlighted down here.
00:36That's not necessarily the pages that are selected.
00:39For example, I can click on page 21 up here, and now I'm looking at pages 24 and
00:4425, but I've targeted I've selected page 21.
00:48So if I go to Margins and Columns, it will affect page 21, not the ones I'm looking at.
00:53So you have to be a little bit careful there.
00:55In this case, I do want to affect the pages I'm looking at, so I'm going to
00:59click on these numbers beneath the spread.
01:00That's just a shortcut for selecting both pages in the spread, and now I'm going
01:04to go to Layout menu and choose Margins and Columns.
01:08It's a good idea to turn on the Preview checkbox in this dialog box.
01:11That way, you can see what you're doing while you working before you click OK.
01:16Now I'd like to change the bottom margin, but before I do that, I want to ensure
01:19that this button, this little link icon, is turned off, it's broken.
01:24If this button is turned on, if it's connected, then any change I make will
01:28affect all of the fields in this dialog box, and I don't want that, I only want
01:32to change the bottom margin here.
01:34I'll change it to 80 points.
01:36Now it only updates when I leave this field.
01:38So I'll press the Tab key to jump to the next item and we can see that, because
01:43the Preview checkbox is turned on, the margins moved.
01:47I'll do the same thing with the columns.
01:48I'll change this from 1 Column to 2 Column, just by clicking that little up
01:52arrow, and you can see that now we have two columns on every page.
01:55Now obviously, this only changed the margins and columns, it did not affect the
02:00objects on the page.
02:02If I want to affect the objects on the page, then I need to turn on
02:06Enable Layout Adjustment.
02:08That's the on/off switch for move my objects or don't move my objects.
02:12I'm going to set this back to the way it was, 60 points Margin and 1 Column, and
02:17I'll turn on Enable Layout Adjustment, and we can see how this works.
02:22First, I'll go change my bottom margin, I'll bring that up to 80 points, and you
02:26can see that immediately this frame, this text frame, and this image moved, but
02:31this image over here did not move.
02:33What's the difference?
02:34Well, Layout Adjustment works by looking at any objects that are touching guides that move.
02:40It has to be touching a guide or very, very close to a guide, and then it will move.
02:45This image down here was not touching that guide, so it stayed where it was.
02:49As you can tell, Layout Adjustment is a great way to move a lot of object
02:53on your page quickly.
02:54So if you're changing your page sizes, Layout Adjustment may be just the ticket for you.
02:59However, with that power, comes great responsibility.
03:02Here's what I mean.
03:03Sometimes Layout Adjustment can really mess up your page all a lot.
03:07For example, if I change the number of columns here to 2. Wow!
03:13That's not what I wanted and something not what I expected.
03:16It added the second columns, but it moved a lot of these objects around and it
03:20changed even the number of columns in those text frames.
03:24So in this case, I'm not going to want to do that, I'm going to want hit Cancel
03:27and go back to the way it was.
03:30So we've seen how we can change the margins and columns on a single spread, but
03:34what if want to change them for all the pages at the same time. No problem.
03:38Then we have to use Master pages.
03:40I'm going to be talking about Master pages in the next chapter, but for now,
03:43suffice it to say that all of these pages in my document are based on a master,
03:48which lives up here at the top of the Pages panel.
03:50So, if I click on the name of the master or choose the pages over here, then if
03:55I make a change to that, it will affect all my pages.
03:59I clicked on A-Master, I can go to Layout > Margins and Columns, and once again
04:04I'll simply change the bottom margin to 80 points, and when I click OK, you'll
04:09see that the margins change.
04:10It changed on every page in this document that is based on that master, not just
04:15the ones that I'm looking at.
04:16Now remember these margin guides are just that, they're guidelines for where
04:21you might put objects.
04:23There are other kinds of guides in InDesign too, including Page Guides, which is
04:27what I'll talk about in the next movie.
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Putting ruler guides on the page
00:00Designers love adding guides to their page to define zones and manage the space.
00:05Production folks' love adding guides because it maintains consistency and helps
00:09you layout pages fast.
00:10Whatever the reason you want to add guides, InDesign let's you do it in a
00:14number of different ways.
00:15The basic way to add a guide to a page is simply by dragging it out of the ruler.
00:20I'll drag out of the ruler up here and let go over the mouse button when my
00:23cursor is over the page, and I can see that it's added a new guide on the page,
00:28that's a page guide.
00:30If instead I pull a ruler guide out of the ruler and let go of it while it's on
00:34the pasteboard, then I get a pasteboard guide, sometimes called a spread guide,
00:39because it goes all the way across these spread.
00:41Here I can see that these two text frames are completely not aligned, so I'm
00:45going to go ahead and resize this one to snap to that guide.
00:49Now there are other ways to add guides as well.
00:52I'm going to right-click on the intersection between these two rulers and change
00:55this to inches, because it's easier to show this particular trick in inches.
00:59And I'm going to start pulling out a guide, and I'm going to let go of it when
01:03it's near this tick mark over there.
01:05And you'll see that it's very hard to get right on the tick mark.
01:09And when I say you'll see, what I'm talking about is this field up here in the Control panel.
01:14You can actually see the measurements of the guide, if you select it you can see
01:18that it's not exactly on five inches.
01:21What I wanted to do is get exactly on five inches right on that tick mark.
01:25So to do that I'm going to get rid of this guide and to delete a guide you
01:28simply select it and then hit Delete.
01:30And instead, I'm going to pullout a guide and when it gets close, I'm going to
01:35hold down the Shift key, the Shift key means snap it to the nearest tick mark in the ruler.
01:41So now I just have to get somewhat close and when I let go over the mouse
01:44button, it's exactly at five inches.
01:47In fact, if I know that I want a Ruler Guide;
01:49let's say at exactly four inches, I don't even have to pull it out of the ruler at all.
01:53All I have to do is Shift+Double-click on that tick mark and it adds a ruler
01:56guide exactly at that point.
01:58Now let's see a little bit about how guides act on our page and how
02:02objects behave with them.
02:03I want to zoom in on this little text frame over here, this caption with the
02:07Command+Spacebar or Ctrl+Spacebar Zoom tool trick, and now I'm going to drag
02:12this down, and you'll see is, as I drag this down it's snaps to the guide,
02:17that's what guides do, they snap.
02:19They snap objects to them, they're kind of magnetic, and that's usually very helpful.
02:23But in this case, if I want to get close to that point but I don't want it
02:26exactly on that guide, well, I'm out of luck, right?
02:30Fortunately, you can turn off that snapping behavior, go to the View menu,
02:34choose Grids & Guides, and then turn off Snap to Guides.
02:39You start dragging and you'll see that the Snap to Guides feature is turned off.
02:44I can get really close to that, but it won't snap to it.
02:47By the way, I should mention that there are some other things that act like
02:50guides even though they're not, specifically the page edges.
02:54If I drag this caption over near the edge of a page, you'll see that it actually
02:58snaps to the edge of the page, so that's kind of handy.
03:01I'm going to zoom out to fit the spread out Window with Command+Option+0 or
03:05Ctrl+Alt+0 and I'll add a few more guides onto my page.
03:08I'll put a few page guides on here;
03:13I'll put a few pasteboard guides on here, and so on.
03:16Now what if I want to move some of those guides?
03:19It's easy to move guides, because they act just like objects.
03:22I can click on them to select them;
03:23Shift+Click to select more or even drag over a bunch of them and select all
03:27three of these at the same time.
03:29Now when I click and drag, all of them move.
03:32There are other benefits of guides acting like objects too.
03:35For example, I can make a bunch of guides at the same time by selecting one and
03:38then go into the Edit menu and choosing Step and Repeat.
03:41I'm going to make 10 guides with exactly one centimeter vertical offset, and
03:45when I click OK, you can see I have 10 more, 11 total guides in a row.
03:50Now I've got so many guides on my page now that I can't tell what goes to what.
03:54Fortunately, InDesign even lets you change the color of guides.
03:58So, for example, I can select two of these guides here, go to the Layout menu
04:02and choose Ruler Guides, the Ruler Guides dialog box lets me choose any color I want.
04:07For example, I'll make these magenta and click OK, you won't see the change
04:11immediately, but when I deselect those guides by clicking out here in the
04:15pasteboard, you'll see that the guide colors have actually changed.
04:18That's helpful, because you may want some guides to indicate some things and
04:22other guides to indicate others.
04:24Now once you've done all this work to setup your guides, what if you want to use
04:27them on another page or even another document?
04:30Again, they're just objects, so you can copy and paste them.
04:33I'm going to select all my guides with the super secret shortcut, which is
04:37Command+Option+G or Ctrl+Alt+G. That's just a fast way to select all the
04:42guides on the spread.
04:43And then I'll copy them, I'll go to the previous spread, I'll go to the Pages
04:48panel, double-click on the previous spread, and then I'll paste them.
04:53Every guide is in exactly the same place as it was on the original spread.
04:57When I deselect them, I can see that even the colors are the same.
05:00Guides are incredibly helpful for ensuring consistency and keeping you efficient.
05:04They're so easy to create;
05:05there is no reason not to use them.
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Bleeding colors or images off the side of the page
00:00Let's say you're making a flyer and you want this background color to extend all
00:04the way to the edge of the page.
00:06Well, if this is an on-screen document, this is only going to be displayed
00:09on-screen, then this is fine, just take it to the edge of the page.
00:12But in order for this to work in print, you have to actually extend it pass the
00:16edge of the page onto the pasteboard. Here's why?
00:19Let's say it reaches just to the edge of the page, when it ends up on a printing
00:23press the paper might move just a tiny amount, but you'd end up with a white
00:27sliver down one side.
00:29So to compensate, printers want you to extend the object off the page onto the pasteboard.
00:35This is called a bleed, they print the whole thing on a larger sheet of paper
00:39and then they trim it down to where the edge should be.
00:43So I'm going to select this object and drag it out pass the edge of the page,
00:47but how far pass the edge do I want to go?
00:50Well, in order to do this it's useful to have guides and InDesign has
00:54Bleed guides built in.
00:57To get them, you go to the File menu, choose Document Setup and make sure that
01:02More Options is turned on, when it is turned on, you'll see Bleed and Slug at
01:06the bottom of this dialog box, and I can add a bleed to this.
01:11Most printers want about between 9 and 18 points, but I'm going to leave this at
01:169 points and I'm going to make sure this button is turned on, this link icon, so
01:20that the bleeds on all four sides are set to the same amount.
01:23Now the amount that you should choose, whether it is 9 points or something
01:26larger is up to your printer, talk to your printer to get exactly how much they want.
01:31While I'm here, I'm also going to add a little bit of a slug, I'll make sure
01:35this is turned off, so I can change each of these independently and I'm going to
01:39make this something large, may be at 36 points slug here at the top of my page,
01:44and I'll show you what that means.
01:45These are just guides, so I'll click OK and you'll see that suddenly I have
01:49these red guides around the edge of the page.
01:52The red guides are Bleed guides, and if I scroll down slightly by holding down
01:56the Option+Spacebar or Alt+Spacebar keyboard shortcut, you can see that there's
02:00a blue guide that goes pass the edge of the page.
02:03These blue guides are slug guides and a slug guide with a slug area is a good
02:09place to put information that you want printed out, but you don't want it on
02:12your final trimmed piece.
02:14I don't want these notes on my final piece, but I may want my printer to see them.
02:19The red guides are going to tell me how far off the edge of the page I want
02:22my objects to bleed.
02:24So all I need to do is resize this object to snap to that guide, same thing with
02:30this pink box, snap it up to that guide.
02:33I'll scroll down and I'm going to snap the lower parts of this as well, see if
02:37I can get that image properly, there we go, and then snap it to the guide and this image too;
02:43this graphic of this photographer needs to snap down as well.
02:46I'll press Command+Option+0 or Ctrl+Alt+0 to see the whole spread, I'll
02:50click out here to deselect everything, and I can see that now all of my
02:54objects are bleeding off. Oh!
02:55I missed one, I missed one, off on the side, make sure all of them bleed off, there we go.
02:59Now they're all bleeding off the side of the edge.
03:02If you want to see the final product, that is what the page is going to look
03:06like after it's trimmed down, remember the Preview mode.
03:09You can press the W key to go into Preview mode and you can see that all that
03:13stuff that was bleeding off is actually cropped out now.
03:16Press W again and you can see the original all the way out to the Bleed guides.
03:19Now I'll be talking my printing and exporting PDFs in a later chapter, but I
03:24have to tell you this right now, because it pertains to bleeding.
03:28If you're going to be bleeding objects off the page, you must turn on a setting
03:31inside the Print dialog box or the Export dialog box.
03:34I'm going to open the Print dialog box with the Command+P or Ctrl+P, and I'm
03:38going to go to the Marks and Bleed setting.
03:41This is the same thing in both printing and exporting PDFs, you have to turn on
03:46Use Document Bleed Settings.
03:48If you don't turn that on, then it will crop them off at the edge of the page.
03:52So turn this on in order for those objects to bleed out, both in the print or a PDF.
03:58Ultimately, when you're bleeding objects off of the page, you must talk with
04:01your printer first to make sure they're set up to Print Bleeds and also to
04:05find out how large the bleed should be, otherwise you may not get the results
04:09you expect.
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4. Managing Pages
Inserting, deleting, and moving pages
00:00You can use InDesign to design anything, from a one-sided business card to a
00:04book thousands of pages long.
00:06But as soon as you go beyond that business card, you're going to need to
00:09learn how to manage your pages, adding pages, moving them around, deleting them, and so on.
00:14That's what we're going to cover here.
00:16All of InDesign's page features show up in two places, the Pages submenu
00:20underneath the Layout menu and also the Pages panel.
00:24But the Pages panel has everything from the menu, plus a lot more.
00:27So let's focus on the panel.
00:29The very first thing I'm going to change in my Pages panel is the Layout, the configuration.
00:34Because currently it shows each spread one on top of the other.
00:38It's not a very good use of screen real estate.
00:41I would rather go to the Pages panel flyout menu, choose View Pages and
00:45choose Horizontally.
00:46Horizontally is a much better use of space. So I like it more.
00:50But you can do it either way you want.
00:52I'm going to pan up to the top of this page, the first spread by using
00:55Option+Spacebar or Alt+Spacebar, just so I can see what I'm doing here a little bit better.
00:59And I'm going to add a new page.
01:01There's a new page button, Create new page down here at the bottom of the Pages
01:05panel, and if you click that it'll add a single new page after whatever is
01:10selected in the Pages panel.
01:11Right now, both pages 20 and 21 are selected.
01:15So if I add a new page, it'll add a new page after that spread.
01:19All the other pages in the document shuffle, so that they stay in two-page spreads.
01:24Now page 22 is selected.
01:26That's the new page that I just added, and I can click again to add a second
01:29page on that spread.
01:30However, if I knew that I wanted two pages to start with, I probably should've
01:34used the Insert Pages feature.
01:36I can get that from the Pages panel flyout menu, Insert Pages, or little
01:41shortcut Option+Click or Alt+Click on the New Pages button.
01:45Option+Click or Alt+Click on Pages button then up comes the Insert Pages
01:48dialog box and I can say exactly how many pages I want to add, and where I want to put them.
01:54Perhaps I want to put one page right after page 20.
01:57No problem, click OK and it adds a new page after page 20.
02:02Another way to get a new page in InDesign is to duplicate one of the pages you already have.
02:07I find this very useful when I'm laying out pages quickly, because often, I
02:10have a page that looks approximately like what I want, but I need to make a few changes.
02:14So I'll just duplicate the one that I have.
02:16I'll hold down the Option Key or Alt Key on Windows and drag.
02:20In this case, I want a duplicate of both of these pages, pages 22 and 23.
02:24So I'll click on the page numbers at the bottom, that selects both the pages,
02:28and then I'll hold down Option or Alt and drag, until I see a black line appear.
02:34That means put it here after the spread, and when I let go, I get a duplicate of
02:38that spread right where I wanted it.
02:40Of course the pages in this Pages panel act kind of like a slide tray, if
02:45you've a bunch of images or slides in a tray, you can move them around anywhere you want.
02:49So if I want this spread to be someplace else, I simply click it and drag it and
02:53move it to where I want it to be, and all the pages reflow.
02:57There's another way to move pages too, and that is to select Move Pages from the
03:01Pages panel flyout menu.
03:02I'll choose Move Pages and now I can specify exactly which pages I want to move
03:07and where I want to move them to.
03:09For example, I might want to move pages 23 and 24 to later, after page 25.
03:15I can choose After a specific Page, Before the Page or at the beginning or
03:19end of the document.
03:20Click OK, and you can see that those pages got moved, and again all the pages
03:25reflowed to take their place.
03:27Finally, sometimes you find you need to delete pages, and you can do that in
03:31the Pages panel too.
03:32I'll select this second page of the document, and I want to grab these
03:36other blank pages I have.
03:37So I'm going to hold down the Command Key or the Ctrl Key and click on them.
03:41The Command+Click or Ctrl+Click, means select discontinuous pages.
03:45That means pages that are not next to each other.
03:47If you hold down the Shift Key, you can actually select continuous pages, a range of pages.
03:52For example, I'll select page 20, and then I'll Shift+Click on page 29 and I'll
03:57get all of the pages in between.
03:59But in this case, I don't want that, so let me click out here where there's
04:02no pages and then once again click on the first one, and then Command+Click
04:06or Ctrl+Click on these other blank pages, and then to delete them I click on the trashcan.
04:11It warns me, Are you sure you want to delete those? Yes, I do.
04:14Click OK and now they're all gone.
04:16Now remember, that even though these are called pages, and this is the Pages
04:20panel, it doesn't necessarily mean Print Pages.
04:23A page in InDesign could also be what you see on a screen, like a slide
04:27presentation or a magazine on a tablet.
04:29A page, is a page, is a page.
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Changing page size
00:00As we saw in an earlier chapter you can change a document size by going to the
00:05File menu and choosing Document Setup, when you do this it has the effect of
00:09changing every page in the document, including your master pages, which is a
00:12topic I'll cover later in this chapter.
00:14For example, if I change this height to something like 12 inches and click OK,
00:18you'll see that every page throughout the document changes, they all got taller.
00:23I'll choose Undo from the Edit menu and you'll see it goes back to the way it was.
00:26In most documents, every page is the same size but sometimes you need to
00:30alter your page size.
00:32For example, in this document from the exercise files folder the Brochure
00:35document I have a tri-fold, this is three panels of front and back.
00:40The one on the right side is the cover, the front of the Brochure, and this
00:44panel over on the left is going to fold inside when this all gets folded up.
00:48If all three panels were exactly the same width, we would have a problem when
00:52we came to fold it.
00:52You know that laws of physics and all of that.
00:55Instead, we must make this last panel the one that's on the left on this side
00:59slightly narrower, so that it folds inside the other two.
01:03Before I change the size, I need to point out that this really is three pages
01:07in a single spread.
01:08We can see in the Pages panel, we have three pages up here and three pages down here.
01:13It may not be obvious to you at first how you get a three-page spread so let me show you.
01:18First I'll choose Insert Pages from the Pages panel flyout menu, I'll specify
01:22the number of pages I want and I'll say where I want them.
01:24In this case I'm going to put them at the end of the document.
01:28Now I have three individual pages, all very narrow each on their own spread, in
01:32order to get them together, I need to make sure that Allow Document Pages to
01:37Shuffle is turned off in the Pages panel menu, when that's turned off, I'll drag
01:41this over to the left until I see this icon which indicates that the two pages
01:46are going to fit together.
01:47Now I'll do it to the third page, for this brochure, I obviously don't need
01:51though so I'll go ahead and select them and delete them.
01:54Once again on page 1, this left panel on the first spread I need to make it a
01:58little bit narrower.
01:59So to do that I'm going to grab the Page tool, that's the third tool down in the tool panel.
02:04The Page tool is a little bit non-obvious in how it works, so here's the trick.
02:08After you choose the Page tool, click on the page that you're trying to affect,
02:12that could be a master page or in this case a document page.
02:15I'll simply click on this and you'll it is highlighted;
02:18it has the side handles around it.
02:20Next to change the size I go to Control panel and change the Width field.
02:24The Width field right now is set to 266 points;
02:27I want to make it a little bit smaller maybe six points smaller.
02:30But before I make that change I must, must, must, go and make sure that the
02:35reference point in the left edge of the Control panel is setup properly.
02:39The reference point tells me what part of this page is going to stay stationary,
02:44what's locked, and everything else will move around that point.
02:47I'm going to choose anyone on the right side and then change the width to 260 points.
02:53You can see that as soon as I hit Enter or Return it change the size of that
02:57panel and it did it based on the reference point which is the right edge of the page.
03:02Because this is a double-sided brochure, I need to do the same thing to the next spread.
03:06I'll double-click on the four to six spread and that shows me three more pages.
03:11I need to change the right page so I'll click on the right page because this is
03:15a two-sided brochure I need to do the same thing on the second spread, the
03:19inside of the brochure.
03:21So I'll double-click on this four to six page spread in the Pages panel, and
03:25then I'm going to click here on top of the page.
03:27Now be careful don't click on top of an object on the page that does something
03:31slightly different in InDesign CS6.
03:33I need to click on the page itself to make sure that I have these handles around
03:37the edge of the page.
03:38Next, I'll go up to the Control panel and before I change the Width field I have
03:43to make sure that the reference point is set properly.
03:45Let me show you what happens if I don't just change the reference point.
03:49I'll just make this 260 points.
03:51The right edge of the page stayed stationary and the left edge changed, that
03:55means I actually have a gap in between this page and that page, and that
03:59obviously is not what I'd want that would printout completely incorrectly.
04:03So let me undo that, Command+Z or Ctrl+Z, change the reference point this time
04:07to the left edge and change this to 260 points, and now we can see that the page changed.
04:13We've got a bit narrower on that side.
04:14So that page will fold in properly and end up in the proper place and we won't
04:18have any problems when we're folding or binding.
04:21There are many other examples of when you might want to change individual page sizes.
04:25If you're creating stationary for a client for instance one page of your
04:28document might be letterhead, the next page could be an envelope, and the
04:31third a business card.
04:33You can mix and match all of that inside one InDesign document using the
04:37Page tool.
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Creating and applying master pages
00:00A Master Page is kind of like a template for your pages, anything that you put
00:04on a master page will show up on your document pages.
00:07That's why you should use master pages for things like page numbers, headers or
00:11a logo that you want on all or most of your pages.
00:14Every document has at least one master page and you can find that in the Pages panel.
00:19I will open the Pages panel and I can see the Master pages at the top.
00:22This file from the exercise files folder has one master page, just called A-Master.
00:28To see the Master Page, I double-click on it because this is a facing pages
00:32document, has a left and right page, I can see that the Master Page also has a
00:37left and right page.
00:38So anything I put on a right-hand page will only show up on the right-hand pages
00:42of my document and vice a versa.
00:44Anything on the left shows up only on the left.
00:46If it where a single-sided document a non-facing pages document, I would only
00:51see one page and anything I put on that one page will show up on all my document pages.
00:55We are working with a book and books often have running headers and page numbers.
01:00I am going to talk about how to add page numbers that update automatically a
01:03little later on in this chapter.
01:04So for right now, I'm just going to add running headers at the top of my page.
01:09To do that I will grab Type tool and I will drag out of frame up at the top of this page.
01:14I'll type in the name of this book, The History of Art, here we go!
01:18The History of Art.
01:19And I'm going to apply some formatting to it.
01:22Now I have some formatting in a paragraph style that I am going to apply to this
01:26and I talk about Paragraph Styles later on in this title.
01:28So for now, we'll just follow along and you'll get it.
01:31I will go to the Paragraph Styles panel which is open because I have the
01:34Advanced Workspace open, and I am going to scroll down until I see the
01:39folio paragraph style.
01:41I click on it and it automatically applies a bunch of formatting to that text.
01:45Now I need a running head on the right side of my page.
01:48So I will choose the Selection tool, the Black arrow tool and I'm going to
01:51Option+Shift+Drag or Alt+Shift+Drag on Windows.
01:55What that does is it makes a duplicate of that frame and it keeps it in the
01:59perfect alignment, that's what the Shift key does, Option or Alt makes it
02:03duplicate, Shift key keeps it in alignment, so that they stay on the same plane,
02:07on the two different pages.
02:09Over here, I'm going to choose my Type tool, select this text and delete it, and
02:14instead of typing the name, I am going to put a running header in there that
02:18changes from page to page or section to section.
02:21I will be talking about sections a little bit later on.
02:23In this case I am going to go to the Type menu, choose Text Variables and
02:27choose Insert Variable.
02:29I have a variable built into this template called Running Header and the Running
02:33Header text variable automatically picks up the name of the chapter and puts it
02:37up here into the header.
02:38That's all I need to do.
02:39Now let's take a look at our document pages to see if it worked.
02:42I am going to jump down here to page 8-9 and we can see this is a chapter header
02:47and we can see that it automatically picked it up and put it into the header.
02:50I will double-click on pages 10-11, and we can see that once again the headers
02:54are on both sides of pages, left and right.
02:57So this is terrific, because it means I don't have to add headers manually on
03:00every single spread throughout my document.
03:02The problem is that when I added that to the Master Page it applied it to every
03:07document page, even my cover and front matter.
03:10For example, I will go back to that first page in my document by double-clicking
03:13on it here in the Pages panel and we will see that all these guides were added,
03:17those running headers are actually on that page too, we just can't see it
03:21because there is a picture on top of it.
03:22But if we go to the Title Page we will see that we do have those Running Headers.
03:27That is not what I wanted at all, my title and my cover, those pages up at the front;
03:32I don't want to have Running Headers on.
03:34So can you remove them?
03:36Absolutely, what you do is you apply a None Master page;
03:40you sort of remove the Master page template from the Document Pages.
03:43And you can do that in the Pages panel by dragging the None the Master page onto the page.
03:48I will drag that down and all of a sudden all of those Master Page items
03:52disappeared, the guides, the running head, and so on.
03:56Now if I want to apply None to a number of pages, for example, all the pages in
04:00the front matter, I will simply select the first page and then Shift+Select on
04:04the last page that I want to apply it to, I will go the Pages panel flyout menu
04:08and I'll choose Apply Master to Pages.
04:11It asks me which Master Page I want to apply, I will choose None and what pages
04:15do I want to apply them to.
04:16Because I selected them in the Pages panel first, it shows up here for me.
04:20I will click OK, and now all these pages have None Master Page applied to them.
04:25So there's no Running Headers, no extra guides, and so on.
04:28I can tell that no Master page is applied to them, because there's no little A
04:32in the upper left corner of each page.
04:34Note that on these spreads it has an A, which means that the Master Page A
04:38is applied to them.
04:39But over here there's no A, which means that they're not applied.
04:43Also, when I hover the cursor over the spread, it tells me exactly which
04:46Master Page is applied.
04:48When you start using Master Pages, there is one little thing that will drive you crazy.
04:52I am going to jump to page 10 here by double-clicking on it in the Pages panel,
04:55and let's say I want to move that Running Header a little bit, I just want it to
04:58move it to left or right or something.
05:00I can't click on it, no matter how many times I click;
05:03it doesn't select it at all.
05:05InDesign is keeping these Master Page items away from you, so that you don't
05:09accidentally mess up your design.
05:11But in the next movie I am going to show you how to get pass the safety net and
05:14access those Master Page items directly on your document page.
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Overriding master page items
00:00As I have mentioned in the last movie InDesign protects Master Page Items, when
00:04you're on a Document Page.
00:06You can't move them, you can't delete them, and you can't even select them.
00:10I have opened this Document and Exercise Folder 04 > B_arthistory and I can see
00:15that I have my running headers up here already.
00:18I'll zoom in on this running header on the left side of the page and there is
00:21something interesting about this frame.
00:23It has a dotted line, the dotted line means is the Master Page Item.
00:27Of course that bottom line is Overridden by Guides on three sides.
00:31But you get the idea, the dotted indicates a Master page item.
00:34If I try and click on this, to move it, or edit, nothing happens.
00:38But I thought InDesign was all about letting me express my creativity.
00:41What if I want to change that can't I?
00:44Well, you can, you just need to know the trick.
00:46And the trick is you have to hold on two modifier keys that Command+Shift on
00:51Mac or Ctrl+Shift on Windows and when you're holding those modifier keys down
00:56and then click it Overrides, it pulls it off the Master page and it becomes a
01:00Document Page Item.
01:02You can see that there's no longer a dotted line around it, it becomes a
01:05real selectable objects that I can move, I could delete, I could edit, anything I want.
01:10I'll zoom out with Command+Opt+0 or Ctrl +Alt+0 or I'll see the whole spread and
01:14I'll Command+Shift+Click or Ctrl+Shift+Click on Windows.
01:17On this other object over here and that deselected, it Overrides it, so it
01:21becomes a Page Object.
01:23Now I can just delete them they're gone.
01:25But What if I didn't mean delete them what is that there was a mistake? Well, don't panic!
01:29You can always get Master Page Items back.
01:32And the way you do that, is to go to the Pages panel menu, scroll down to the
01:36Master Pages Sub menu and choose Remove All Locall Overrides, it kind of a
01:40double negative there, you're removing the Overrides.
01:44In other words you putting back everything that was on the Master Page and
01:47sometimes you'll open a Document that somebody sends you and you'll find that
01:50you still can't override those Master page items.
01:53It can really be a mystery.
01:54Let me show you what's going on.
01:56I'll double-click on the Master Page to jump to it.
01:58And I can select those Master Page Items by Shift+Clicking on each of them, that
02:03selects both of them.
02:04Now I'll go to Pages panel menu, scroll down to Master pages and turn off Allow
02:09Master Item Overrides on Selection.
02:12That basically tells InDesign don't let anybody change those Master Page Items.
02:17In fact, if I back and I go back to my Document Pages, you'll see
02:19something interesting.
02:20I'll zoom in as you can see it better.
02:22There's no dotted line, there is no Solid line, there is no line at all.
02:26That's my indication that, that item cannot be Overridden.
02:30When it comes to building structure documents such as books and magazines Master
02:34Pages are a necessity for efficient workflow.
02:36And controlling each Master page item is Key it's making sure that Final
02:40Document ends up just the way you wanted it.
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Adding page numbering
00:00You're working on a book or magazine or anything that has more than a few pages.
00:04You owe it to your readers to add Page Numbers.
00:07But it's a hassle to add Page Numbers to each and every page right?
00:10Wrong, InDesign makes Page Numbers a snap.
00:14We want the Page Numbers on every Document Page.
00:16So, where should we put them?
00:17That's right, the Master Page.
00:19I'll my Pages panel, double-click on a A-Master and I'm going to put my Page
00:24Numbers here the bottom of the page.
00:26So I'll grab my Type tool, drag out a Text Frame and type inside that text frame.
00:31I'm going to zoom into 200% here, so I can see it better by pressing Command+2
00:35or Ctrl+2 on Windows.
00:37And I'll type 2, right or 3 or 4.
00:40No, you don't want to type the actual number here.
00:42You want to Stand In, a Marker, a Symbol, something that's good change on every page.
00:48So that special character can be found under the, Type menu > Type > Insert
00:52Special Character > Markers.
00:55And the Marker we're use is called the Current Page Number.
00:58Here on this page its say's ''A'', because we're on Master Page A. But it'll
01:02change on every Document Page automatically.
01:06I'll zoom out to fit the whole spread in the window with Command+Opt+0 or
01:10Ctrl+Alt+0.And I am going to apply some formatting to this, by going to my
01:12Paragraph Styles panel, scrolling down until I see a page number and clicking on that it.
01:18That looks Ok!
01:18But I want to make a little prettier I'll put some text around it.
01:21I think I'll put a space and then M-Dash which you can get with an Opt+Shift+Hyphen
01:26that inserts M-Dash after, I'll put 1 before, here we go that's look pretty good.
01:31Now I am going to grab my Selection tool and Option+Shift+Drag or Alt+Shift+Drag
01:36it across to the right page.
01:38Now I have Page Numbers on both my left and right pages of this Document.
01:42Let's see if it works.
01:43I'll close my Paragraph Styles panel by clicking on that open my Pages panel
01:47and I'm going to jump to the Pages 12 and 13 by clicking on those numbers in the Pages panel.
01:53When I zoom in, on the bottom of this page, we see that the A wasn't in fact
01:57replaced by this current page number, Page 12.
02:00On Page 13 it says 13 on 14 its 14, and so on.
02:04And the great thing about these Automatic Page Numbers is if you later add pages
02:08or remove pages they automatically update.
02:10So you never have to worry about it again.
02:13If you start adding a lot of pages to your Document like, this book, for
02:16example, you're probably going to want to break the pages into sections.
02:20That's what I'm going to cover next.
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Changing page numbering with sections
00:00This InDesign Documents from the exercise files called 4C_arthistory has 241 pages in it.
00:08I can tell that by looking in the lower left corner of the Pages panel, were it
00:11says 241 pages, in a 121 spreads.
00:15Now this document, a book has various sections in it.
00:18For example, the Opening section is the front matter.
00:21And my introduction should have page numbers, but they should be in Roman Numerals.
00:25Can I do that? Absolutely!
00:27I can break my document up into sections and change the page numbering of those
00:31sections by using the Numbering & Section Option dialog box.
00:35And I'll get there by choosing the Page that I want to affect.
00:38In this case Page 9 and I'll double-click on that, so I can actually jump to it.
00:41I'm going to select that page and then go to the Pages panel menu and choose
00:46Numbering & Section Options.
00:47You're going to also find that under the Layout menu, there it is, Numbering
00:51and Section Options.
00:53When you choose that, it let's you change the Page Numbers for any page you have
00:57selected in the Pages panel, Right now it's set to Automatic Page Numbering,
01:01that means continue to page numbering from whatever the previous section was.
01:05In this case we want to start this at Page 1 and we want that Page 1 to be in Roman Numerals.
01:11I'll make it Lowercase Roman Numerals.
01:14When I click OK, you'll see some changes.
01:16Now in the Pages panel all my numbering changes to Roman Numerals.
01:20In fact, if I double-click on this spread, you'll actually see those numbers at
01:24the bottom of page ii, iii, and so on.
01:27Now Sections go and go and go until you tell them to stop.
01:31So in this case I am going to scroll down on the Pages panel until I see the next chapter.
01:35I'm just looking at these little thumbnail sketches and I can see that
01:38here's the next chapter.
01:39So I'm going to select that, I'll go to the Pages panel menu, choose Numbering &
01:43Section Options and once again I'm going to change this to Start at Page 1.
01:48And in this case I do want to start with Arabic Numerals.
01:51Click OK and it tells me something is wrong.
01:54The problem is as when you number a page, you actually naming it.
01:58I am giving this page the Name Page 1 and this document already has a page named
02:031, it's is the first page in the document.
02:06So I'm going to fix this in just a moment, for right now I'm just going to say
02:09OK and we can see that the page number start over at number 1 again.
02:14If I double-click on these spreads, I can see the page numbers have updated
02:17properly at the bottom of the page.
02:19Now let's fix that problem, I'll scroll back to the top of the Document and
02:23I'll look at Page 1.
02:25Notice that there is a little black triangle above the page in the Pages panel.
02:29There is 1 on Page 1 and there is another one down here on Page I.
02:33That black triangle means, is the beginning of a Section.
02:36Every time you add a section, you get one of those black triangles.
02:39And of course you always get a new section at the beginning of the Document.
02:42And here is a little shortcut, if you double-click that black triangle up comes
02:46a Numbering and Section Options dialog box.
02:48I need to change the numbering of this section. That is it's Name.
02:51So I'm going to change that by going over here and changing this to a, b, c, d.
02:55It doesn't really matter what I choose here, as long as it's not something of
02:59used elsewhere in the document.
03:01And in this case these pages don't show any page numbers, so it totally doesn't matter.
03:05I'll click OK it updates here, and everything is good to go.
03:08But you might encounter one more problem, if you go to the Layout menu and
03:13choose Go To Page, and then I Type Page 1.
03:16Because I want to go to the first Page of the document, I'll click OK and I
03:20don't go to the first Page of the document at all.
03:21Right, I go to the Page Name to Page 1 which is way down here in the middle of the document.
03:27In order to tell InDesign to jump to the first page of the document, I don't
03:31type 1, I type something slightly different.
03:33I say Go To Page, and then I typed +1.
03:36Plus has nothing to do with addition, we're not doing math here;
03:40it just means the first page of the document.
03:44When I click OK it jumps to Page A which is the first page of the document.
03:48That little Plus symbol turns out to be really useful, whenever you break
03:51your document up into sections and change your Page Numbering.
03:54Now that you have your Master Pages and your the Page Numbering set up.
03:57It's time to look at what else you're going to do in your document, like
04:00formatting your text and graphics to look perfect.
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5. Text
Understanding text frames
00:00Well, there are a few people who use InDesign for pictures only;
00:03most of us need to put text on our pages.
00:06Well, you can't have text without a text frame but the good news is that there
00:10are lots of ways to make text frames in InDesign.
00:13The basic method for making a text frame is to use the Type tool.
00:17You choose the Type tool from the tool panel and simply click and drag.
00:21Notice that as I'm dragging I get the measurements of that frame and a little
00:25gray field to the right of my cursor that helps me create just the size I want.
00:30When I let go over the mouse button that text cursor's flashing inside the text
00:35frame ready for me to start typing.
00:37There are several other tools for making frames as well.
00:41Down a little bit farther on the tool panel you'll see several frames here like
00:44the Rectangle, Ellipse, and Polygon Frame tool.
00:47These technically make graphic frames, that is, if I choose this Rectangle Frame
00:52tool and draw out of frame, you'll see a big X in it, that means it's supposed
00:56to have a graphic inside of it.
00:58But you know what, InDesign doesn't care.
01:00You can easily change one frame into another simply by grabbing the Type tool
01:05and placing the cursor on top of it.
01:07Now notice what happens to the cursor as I move on top of the frame.
01:12Out here when there's no frame at all, I get a kind of cursor that says I could
01:16make you a frame if you want, but if I move the cursor over on top of this frame
01:20that's empty, I get a different cursor.
01:22This cursor with its dotted kind of curved parentheses like lines indicates that
01:27when I click it's going to turn this frame, this empty frame, into a text frame.
01:32So it's always a good idea to watch that little cursor.
01:35It's going to tell you what's going to happen next.
01:37When I click, it changes it into a text frame, and then I can start typing.
01:41There is also a set of frame tools down here and these frame tools technically
01:46make unassigned frames.
01:48That is, they are shapes, they are not really designed to have text or graphics
01:52inside them, but once again, if I click and then use the Type tool and click on
01:56top of it, it turns it into a text frame.
01:59Now, some people don't like it that their graphic frames and unassigned frames
02:03get changed into type frames, text frames so easily.
02:06Well, the good news is Adobe gave us a preference so that you can turn that off
02:10if you don't like it.
02:11What you do is you go to the InDesign menu, choose Preferences, on Windows this
02:16Preference is under the Edit menu, but either way you go to the Type pane, the
02:20Type pane of the Preference dialog box has a checkbox called Type tool Convert
02:26Frames to Text Frames.
02:28If you turn that off, then your graphic frames and your unassigned frames will
02:31no longer change into text frames accidentally.
02:35I happen to like that feature that it turns into text frame, so I'm going to
02:38leave it turned on, but it's completely up to you.
02:42And I'm going to clean up my pasteboard here by dragging over all of these with
02:45the Selection tool and then just pressing the Delete key.
02:48Now there is one more way that you can make a text frame in InDesign, and that
02:52is to import a text story, like a Word file or an RTF file.
02:56To do that I'm going to go to the File menu and choose Place, I'm going to go
03:01into much more detail about placing stories later on in this chapter, but for
03:05right now, all I'm going to do is select this Word document, click Open, and
03:09you'll see that it loads the Place cursor with the story.
03:12At this point I could just click and it'll make a frame and load the story into it.
03:17Or -- let me undo that with a Command+Z or Ctrl+Z on Windows, I could just click
03:22and drag, and once again, I can control exactly how large that frame should be.
03:28The frame is made and the story is placed into it.
03:31Now that you know how to get a text frame, let's take the next step, editing the
03:36text inside that frame.
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Typing and editing text
00:00I know people who have put away Microsoft Word and they use InDesign as
00:04their word processor. Really!
00:06That does seem a bit extreme to me.
00:08I mean if you need an alternate word processor that works well with InDesign,
00:11you should probably be using Adobe's InCopy software.
00:14But that said, InDesign does let you type and edit text pretty
00:18efficiently, let's see how.
00:21I want to select some text over here so I am going to zoom in with my
00:24Command+Spacebar or Ctrl+Spacebar shortcut and I would like to place my text
00:29cursor inside this story.
00:31Instead of going all the way over to the tool panel to select my Type tool, I am
00:35going to use a shortcut.
00:37This is a shortcut that you are going to be using over and over again, so it's a
00:39good one to learn, it's pretty easy double-click.
00:42That's all you need to do, double-click with the Selection tool and it
00:46automatically switches to the Type tool and places the cursor exactly what
00:50you double-clicked.
00:51So, for example, if I click before this letter B, you'll see that it switches to
00:55the Type tool and places the cursor right there, before the B. It's really easy
00:59and it's so helpful to be able to do that quickly.
01:02Now since I am talking about shortcuts, I do want to mention that you can
01:05go back to the Selection tool easily as well by pressing the Escape key on the keyboard.
01:10If you press Escape, it goes back and selects the text frame with the Selection
01:15tool, the tool actually changes in the tool panel as well.
01:18So double-click to switch to the Type tool and Escape to go back.
01:23Now I just double-clicked again so I'm inside the text frame and the cursor is
01:27flashing and everybody knows that you can click and drag over text to select it.
01:32And you probably know that you can double-click on a word to select just one word.
01:36But in InDesign you also have triple-clicks and quadruple-clicks.
01:40A triple-click selects an entire line, not a sentence, but one line from the
01:45left edge to the right.
01:47A quadruple-click selects the entire paragraph, you have to be a little bit
01:51coordinated to do that, one, two, three, four, there you go, select the entire paragraph.
01:57But if you really want to be efficient when working with text in InDesign, you
02:00want to learn some keyboard shortcuts.
02:02Keep your hands on the keyboard as much as possible.
02:05For example, now that all of this is selected I can press the Left Arrow to go
02:09all the way to the beginning of that paragraph.
02:12If I press Command+Down Arrow or Ctrl+Down Arrow on Windows, it jumps to the
02:16beginning of the next paragraph.
02:18You see that it actually shifted my screen view a little bit to jump down to
02:22the next paragraph.
02:24Command+Up Arrow or Ctrl+Up Arrow jumps to the previous paragraph, and so on.
02:28Command or Ctrl Left and Right arrow let's me move one word at a time or
02:34pressing the End key or the Home key on your keyboard goes to the end of the
02:37line or the beginning of the line.
02:40Often you want to use all of these keyboard shortcuts in conjunction with the Shift key.
02:44Because when you hold down the Shift key with those keyboard shortcuts it
02:47actually selects text.
02:48For example, if I want to select this entire paragraph I'll press
02:52Command+Shift+Down Arrow or Ctrl+Shift+Down Arrow on Windows.
02:55That selects the whole paragraph with keeping my hands on the keyboard.
02:58I'll press the Left Arrow to go back to the beginning and I can press
03:02Command+Shift+Right Arrow a few times and you'll see that now I'm selecting
03:05one word at a time.
03:08Now this is all very similar to selecting text in most applications, but
03:11InDesign does have one little thing something we call the keyboard dance that
03:15you should know about.
03:17Here is how it works, I am going to select this text from the word They to both.
03:22Now when I hold down Command+Shift and use the Right Arrow I start selecting
03:27words and it starts it on the right side.
03:30It starts it on the right side because I hit the Right Arrow first.
03:34Now let's say I want to add that word masticated.
03:38I love that word, chewing something up, you chew it up; you masticate it.
03:42I want to add that word to my selection;
03:44I can't get to it right now because every time I use the Left Arrow, I
03:48start deselecting words.
03:50Well, in order to add more text to the beginning, I have to let go of the Shift
03:55key and hold it down again and now start with the Left Arrow.
04:00That's how you start adding text to the beginning of the selection.
04:04Every time you lift up the Shift key it resets and the next arrow key you press
04:09tells InDesign which direction you want to go in.
04:12So if I want to add more text to the right side, I let go the Shift key and then
04:17place again and then start with the Right Arrow and now I'm adding to the right,
04:21or removing text from the right.
04:23Let go the Shift key, add it again and now I'm working on the left, because I'm
04:27pressing the left key.
04:29So that's what we call the keyboard dance and you get used to it, it seems
04:33strange at first, but you get used to it, kind of becomes second nature.
04:37Editing text right on the document page is acceptable, but it's not always very efficient.
04:42Later on in this chapter we're going to learn about the Story Editor feature,
04:45which often makes editing text much simpler.
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Inserting special characters
00:00Quick, what's the keyboard shortcut to type the Registered Trademark Symbol or
00:04how about an Em Dash?
00:06If you don't use these characters very often, there's no reason to clutter your
00:09head with trying to remember the shortcuts.
00:12InDesign has a couple of features that makes inserting special characters a breeze.
00:16I'm going to select this text frame on my page, and zoom in to 400% by pressing
00:20Command+4 on a Mac, or Ctrl+4 on Windows.
00:23I'm going to switch the Type tool and place my cursor right after the word
00:27Gallery here by double-clicking, and now I'd like to insert a special character here.
00:31So I'm going to go to the Type menu and look all the way down at the very end
00:36where it says Insert Special Character.
00:39Inside the Symbol submenu, we'll find many of the characters that people often need.
00:43Such as Bullets, Copyrights, Ellipsis, Paragraphs, that's the little
00:48pilcrow symbol and then, finally here's the one we were looking for,
00:51Registered Trademark.
00:53I'll select that and InDesign types it for me.
00:56There is lot's of other special characters hiding in there too.
00:59Let's say, I don't remember how to type an En Dash.
01:02This little En Dash that I want to use instead of a hyphen when I'm
01:05talking about ranges.
01:06I'll just delete that, go back to the Type menu and choose Insert Special
01:11Character and instead of Symbols, I'm going to choose Hyphens and Dashes, and there it is.
01:16There's my En Dash.
01:18Now perhaps I don't like the amount of space there is between the 6 and that En Dash.
01:23I can place my cursor between them, and add a little bit of space with a special
01:27white space character.
01:29Down near at the bottom of the Type menu you'll see that there's not only an
01:32Insert Special Character menu, but also an Insert White Space menu, and inside
01:37this submenu, you'll find all kinds of special spaces.
01:40From the very large Em Space, it's very wide Em Space there, to the sort of
01:45medium-sized En Space.
01:47But we really want a tiny little space.
01:50So I'm going to choose Hair Space.
01:52When I do that, InDesign actually places a special width Hair Space in between
01:57those two characters.
01:59Now there are other ways to add and remove space between characters, such as
02:02Kerning and I'm going to be talking about that in the later chapter.
02:05But it's great to know that InDesign has the special characters to use, if
02:09you want to use them.
02:10Of course many of the fonts that you're using, have special characters
02:14built into them, Ornaments and Math symbols and so on, but you may not know how to type them.
02:19Fortunately, InDesign has a special feature called the Glyphs panel and I can
02:23find that under the Window menu, or the Type menu.
02:27Here's the Glyphs panel, and the Glyphs panel shows me every character that's
02:31inside my current font.
02:33It's really quite incredible.
02:35You can just go through and scroll through this list.
02:38I'm going to make this even a little bit bigger, so we can really see this characters.
02:41You can scroll through this list and see all the different characters that are
02:43inside this font, and some of these things I would have no idea how to type, I
02:47don't even know what some of these are.
02:49Now for this document, I'd like a place a special ornaments just before the P in
02:53this word Pittinger.
02:54So I click there and now I'm going to change my font.
02:57I can change it right here inside the Glyphs panel if I want to.
03:00I'll select that font and replace it with let's say Wingdings.
03:04I just had to type a few letters WIN and it guessed that I want Wingdings.
03:08Now I'll hit Return or Enter and we can see all the different characters
03:12inside the Wingdings font.
03:13This one looks nice, so I'll double-click on it and you can see that InDesign
03:17places that character right wherever the cursor was.
03:21InDesign also places that cursor up here in the Recently Used list and
03:26that's kind of cool, because I might want to use that same character over and over again.
03:30I might come up here and click before the E. All of a sudden, all of these
03:34characters change because it's back to representing what this font is, wherever
03:38the cursor is, the Myriad Pro Font.
03:40But it still keeps my Recently Used glyph up here.
03:43So I can double-click on it, and it automatically adds it and changes the font.
03:48Now Wingdings and symbol fonts like that, and many of the Pro fonts from Adobe
03:53have a lot of special characters in there.
03:55Check them out, take a little time to go through and just scroll to the Glyphs
03:58panel and see what kind of treasures are hiding in there.
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Importing text
00:00Okay, you have a text file such as this Word document and you need to get it into InDesign.
00:05The easiest method is just to select some text and copy and paste it, and while
00:10this often works just fine especially for small amounts of simple unformatted
00:14text, I really don't recommend it for anything more than a paragraph or two, and
00:19I certainly wouldn't use copy and paste for any text that was formatted or
00:23included foreign languages or special characters.
00:26I've just seen too many problems over the years with text showing up totally
00:29wrong after pasting it.
00:31Instead, I strongly recommend that you use the Place command in InDesign.
00:35It's much more reliable. Let me show you.
00:38I'll switch back to InDesign, and I'll go to File menu and choose Place.
00:42Or you can press Command+D or Ctrl+D on Windows.
00:46Now I'll select that text file, this is simply a Word document but it could be a
00:50Word document or an RTF file, and then I'll click Open.
00:55InDesign loads the Place cursor with that story, and to place the story inside
01:00my InDesign document, I'm going to move my cursor up in the left corner, until I
01:05see a subtle but important change to the cursor.
01:08The black arrow turned to a white arrow.
01:11You may have to squint to see it, but it's there.
01:14That white cursor means that when I click it's going to snap to the margins.
01:18So I'm going to get as close as I can to the edge, but I don't have to worry too much about it.
01:23Now I'll click, and it'll make a frame and flow the text into it.
01:27Notice that this document had no text frame on the page.
01:30There's no text frame on the Master page, it's just a blank document.
01:34Also, if I open the Pages panel you'll notice that there's only one page in this document.
01:39So InDesign had no place to flow the rest of the story.
01:43But I happened to now this is a much longer story, and I really wish, I could
01:46get the entire Word document into InDesign.
01:49Fortunately you can.
01:50I'll Command+Z or Ctrl+Z on Windows, and it reloads the Place cursor, and now
01:56I'm going to place this text file with a modifier key.
01:59I'm going to hold down the Shift Key, and when you press the Shift Key
02:03the cursor changes.
02:05You get this kind of sneaky S-shape in there, and that indicates that when I
02:09click, it's going to flow all the text.
02:12So once again I'll move the cursor to the upper-left corner and I'll click.
02:17This time InDesign not only imports just that one page, but the whole text
02:22story and it created a whole bunch of pages for me and on each of those pages,
02:27it created a text frame and threaded the text from one page to the next automatically.
02:32So that Shift Key modifier is really important when you're importing a bunch of text.
02:37There's one more important thing that I need to point out here.
02:41Look at the text formatting here.
02:43It looks much nicer than it did in Word.
02:45I'll go back to Word here and you can see.
02:47Here it is in Word, it's all in Arial, kind of clunky but probably easy to edit.
02:52But over here in InDesign it looks different. Why?
02:55Well, I'm going to be talking about paragraph styles and character styles in
02:59a later chapter, but I do want to point right now, that if the styles are
03:04named exactly the same between Word and InDesign, then InDesign will throw
03:09away the formatting from Word and use the formatting that's defined in the
03:14InDesign template instead.
03:16In this case, if I look in the Paragraph Styles panel, you'll see I have a lot
03:19of styles in here and they're named exactly the same as they were in Word.
03:24This workflow is typically what you want.
03:26So it's extremely helpful to make sure that you have the same names in your Word
03:30document and your InDesign documents.
03:32Now a moment ago, I mentioned about threading, the fact that this story threads
03:36from this page, down to these other pages.
03:39What's that about and how can you manually thread stories, from one text frame to another?
03:44Well, that's what I'm going to cover in the next movie.
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Threading text frames
00:00It's time to talk about threading text frames together.
00:04I've opened up this roux article file from the exercise folder and I'm going
00:07to jump to the next spread by pressing Option+Page Down or Alt+Page Down on Windows.
00:12Now I'll use Command+Spacebar or Ctrl+Spacebar to zoom in just at the top of this page.
00:18I see here that I have two frames one full and one empty.
00:23And then this full one on the left down here in the lower right corner, I see a
00:27symbol, a little plus sign, and that is an indicator that this text frame is
00:32over set, there is more text that can fit into this frame.
00:35Now we could make the text frame bigger of course, but in this case we want the
00:39text to flow from this frame into this empty frame.
00:44This is called threading, you thread from one frame to another.
00:47Now you think you'd use the Type tool to do this, after all you're dealing with
00:51text, but in fact it won't work with the Type tool.
00:54It's a so strange quirk of InDesign, you have to use the Selection tool.
00:59You select one of the frames with the Selection tool, and then you'll notice in
01:03the upper left corner, there's a little square that's very similar to the one in
01:07the lower right corner.
01:09Those little squares are called the ports inport and outport.
01:14All text flows in to the inport and out to the outport.
01:17So to get text out of this text frame, I'm going to click on the outport with my Selection tool.
01:24Now, notice that it loads the place cursor.
01:27The place cursor lets me thread from one frame into another, or it will even let
01:33me create a text frame.
01:34Notice how the cursor changes depending where I place it.
01:38Out here at the top of the page where there're no frames at all, the cursor has a sharp edge.
01:44That indicates that it's going to thread into a new frame.
01:48If I click or click and drag, it'll make a frame and then thread the text into it.
01:53But if I move it down little bit, I get a different cursor, which means
01:56it's going to thread from one frame into the current frame the one that's hiding there.
02:02In this case, I'm simply going to click and you'll see the thread happen.
02:06This text is threading from the left frame to the right one, but it's hard to
02:10tell that, there's no visual indicator.
02:12So, we're going to go to the View menu, come down to Extras, and turn on Show Text Threads.
02:18That way, you get this little colored line that goes from one port to the next.
02:23In fact, if I move this frame down, you'll see that line little bit more clearly.
02:27It always threads from one port to the next.
02:30Okay, so we threaded this together, but what if we didn't want that, what if we
02:34want to break that thread, how can we do that? It's really easy.
02:38All you do is double-click on one of the ports, it doesn't matter which, the
02:41inport or the outport.
02:43In this case, I'll double-click on this inport and it breaks the link again.
02:47You can see that this text frame is now overset once again.
02:50By the way, some people call this linking text frames, but linking actually
02:55means something different in InDesign.
02:56It means maintaining a link to files on your hard drive, so that if they change,
03:01InDesign changes too.
03:02Now I'm going to talk about that in detail in a later chapter.
03:05So remember, when you're talking about text flowing from one frame to another,
03:10always call it threading.
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Setting text frame columns
00:00You already know that you can change the number of columns on a page, but those
00:04columns are just guides.
00:06There's another feature in InDesign that actually forces text frames to break
00:10into multiple columns.
00:11Let me show you how you do it.
00:13I've opened the roux_article files from the Exercise Folder and I'm going to
00:16jump to the next spread by pressing Option+Page Down or Alt+Page Down, and I'll
00:21zoom in at the top part of this page with Command+Spacebar+Drag or
00:25Ctrl+Spacebar+Drag on Windows.
00:28I can see that I've a text frame here and it's a single column.
00:31The key to making this a multiple column text frame is the Text Frame
00:35Options dialog box, which I can get to by going to the Object menu and
00:39choosing Text Frame Options.
00:41I'm going to move this down so we can see the important part of the dialog box,
00:46and the text frame at the same time.
00:48The first area of the Text Frame Options dialog box lists the number of Columns.
00:53Right now, we only have 1 column, but if I increase this to 2 or more, we can
00:58see that the text frame actually splits into columns.
01:01The amount of space between each column is called the Gutter, and you can
01:05control that in this field.
01:06The third option is the Width.
01:09InDesign calculates that automatically, and it tells me that this is 126 points
01:14wide, from one edge of the column to the other.
01:17If my document were in centimeters or inches, it would show me at centimeters or
01:21inches instead of course.
01:23Sometimes, when I'm working on a document the design calls for a very specific
01:27column width, for example, maybe 12 picas.
01:31I can come up here and replace this Width with exactly the amount I want.
01:35I'll do 12p and then press Tab to jump out of that field, and you can see
01:40that InDesign actually changes the width of the column, infact it changes the
01:43width of the whole frame.
01:44I'll move this dialog box up and click OK because I want to show you a problem.
01:50I've specified a very specific Width for my column, but if I accidentally come
01:55up here and stretch this frame out, InDesign throws that out the window.
02:00I still have two columns but they're completely the wrong width now.
02:03Fortunately, InDesign has two features that will help with this.
02:07I'm going to go back to the Text Frame Options dialog box, but this time I'm
02:10going to use a shortcut.
02:12You could press Command+B or Ctrl+B on Windows, or my favorite shortcut, simply
02:17Option+Double-click or Alt +Double-click on Windows.
02:20When you do that up comes the Text Frame Options dialog box.
02:23Move this out of the way a little bit, and I'm going to change the Columns
02:27pop-up menu from Fixed Number to Fixed Width.
02:31If my design calls for a specific width, I probably want to change this to Fixed
02:35Width, and I'm going to choose the Width in here.
02:38I think, I said that was 12 Picas, right?
02:40Press Tab and you'll see that now the Fixed Width size is 144 points, which is 12 picas.
02:48I'll click OK and now we see something different happen when I try and stretch this out.
02:54It won't let me make it anymore narrow.
02:56I'm dragging to the left but it does not change the Width because I'll
03:00always have a Fixed Width.
03:02Now something else happens if I drag to the right.
03:04If I drag farther to the right, it forces there to be a third column and it's
03:09always exactly the right width.
03:11Make this smaller again, I'll drag all the way over here, and it goes down to two columns.
03:16Make it wider and it goes to three columns.
03:18So maybe that's what you want.
03:20Another hand some designs call for it to be a little flexible and how wide
03:24that column could be.
03:26So, in that case, I'll Option+Double-click or Alt+Double-click to open the
03:30Text Frame Options dialog box and I'll change the Columns pop-up menu to Flexible Width.
03:35Flexible Width activates a new field here called Maximum, and now we have a
03:39Width and a Maximum width.
03:41So I could say I want nominally, the column to be 12 picas, but I'm willing to
03:46let it go as high as, now let's say 15 picas.
03:50I'll click OK and now I have a slightly different effect.
03:54I can make it smaller, smaller, smaller, but as soon as it gets too small it
03:59snaps back to a different width.
04:01Make it wider, and I can have actually wider, wider, wider and now, we
04:07actually have four columns.
04:09The fourth column is a little truncated here because I'm getting text wrap from that image.
04:14I'll talk about text wrap in a later chapter.
04:16But you get the idea, we actually have a little bit of flexibility and how many
04:20columns and how wide those columns could be.
04:23As you can see InDesign really tries to help you strike the right balance
04:26between creativity, flexibility and a tightly controlled design.
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Setting text inset and vertical justification options
00:00If you've ever framed a photograph, you know that it's all about managing where
00:04the image sits inside the frame, how far from the edge, and so on.
00:08Well, text is the same way, and you can control where InDesign positions text
00:13inside of a frame, using the Text Frame options dialog box. Let me show you.
00:17I'm going to select this text frame in the upper right corner of the roux_flyer
00:21file from the Exercise Folder, and I'm going to zoom in on it by pressing
00:25Command+Spacebar and dragging or Ctrl+Spacebar on Windows.
00:29We can see that this text is actually pressed right up against the edge of the
00:32text frame, which looks just really ugly.
00:35So we'd like to move that away from the edge of the frame.
00:38To do that, I open up the Text Frame Options dialog box by going to the Object
00:43menu and choosing Text Frame Options or pressing Command+B or Ctrl+B on Windows.
00:48The Inset Spacing section in the middle of this dialog box let's us control
00:52how much space they should be sort of padding or margins between the edge of
00:56the frame and the text.
00:58If you want to have different amounts of spacing on each of the four sides of
01:01this frame, then unlink this button.
01:04Just click on it to unlink it.
01:06But in this case, we want to have the same amount of space on all four sides.
01:11I'll place the cursor inside this Top field and type 9points or P9 and when I
01:16hit Tab to jump to the next field, you'll see all of them change to 9points, and
01:20the text is inset inside the frame.
01:23Unfortunately, when I did that, the amount of space inside the frame was too
01:27small to fit all the text.
01:28So it became overset.
01:29I'm going to click OK, double-click inside of here and I'm simply going to
01:34delete some of that text in there, so I see the rest of it.
01:37Wouldn't it be great if all edits were simple as that, if you could just go in
01:40there and delete the text?
01:42Well, in this case now we have two little text, and we have a bunch of space at
01:46the bottom of this text frame.
01:47What're we going to about that?
01:49Well, if we open the Text Frame Options dialog box again, if Command+B or Ctrl+B on Windows.
01:54Then we can change where that space is going to sit, by changing the
01:58Vertical Justification.
02:00The Vertical Justification let's us say where the text should be.
02:03Right now it's Aligned to the Top.
02:06So the top of this text is aligned with the inset at the top of the frame.
02:11If I change this to Bottom, then you see that the bottom of the text snaps to
02:16the bottom inset, and all the extra space goes to the top.
02:19We can also change Align to Center.
02:23In that case, the text is all centered within the frame and the space is
02:26distributed at the top and the bottom.
02:29The fourth option is Justify.
02:32With Justify the top line is pinned to the top of the frame, the bottom line is
02:36pinned to the bottom of the frame and InDesign distributes the space between
02:39each of the lines in the story.
02:41Now, sometimes it adds too much space in between lines within a single
02:45paragraph, so you can tell it to add space between paragraphs instead of
02:49individual lines, by changing the Paragraph Spacing Limit.
02:53Bump this up to something large like 2 inches.
02:55As soon as I hit Tab, it will convert that to picas because that's what
02:59this document is set to.
03:00But the point is that it will now add up to 2 inches or 12 Picas in between
03:05paragraphs, and it will not add the space in between lines within a paragraph.
03:10I'll click OK and I'm going to use that Vertical Justification in one other
03:14frame in this document, this frame over here which is on its side.
03:17I'll click inside of it because I have the Type tool selected.
03:20I could just as easily use the Selection tool.
03:23I'll press Command+B or Ctrl+B and I'm going to change the Vertical
03:26Justification here to Center.
03:29Click OK and you can see that now the text is centered inside that frame.
03:33Unfortunately, as soon as you have your text set just so inside of the frame,
03:37your client or boss is going to come and tell you to edit it, right?
03:40Well, wouldn't it be cool if the Text Frame could actually get bigger or
03:43smaller, as you change the amount of text in that.
03:46Well, that's what we're going to see next.
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Allowing text frames to grow and shrink
00:00Text frames seem never to be exactly the size you want them to be especially
00:04when you need to add text at the last minute.
00:07Fortunately InDesign offers some great and easy ways to control the size of text
00:11frames quickly and even automatically.
00:14In this roux_flyer document from the exercise files I can see that this text
00:18frame is slightly too large.
00:20It doesn't technically matter that it is too large but if I'm trying to clean
00:23this up I may want to make this text frame a little bit smaller.
00:27And when I do so the text becomes overset, I made it too small.
00:31So how big should the text frame be?
00:33I'll make it larger here and I'm going to use a feature that will fit the frame
00:37exactly to the size of the text.
00:39I'll go to the Object menu, choose Fitting and then choose Fit Frame to Content.
00:43You'll see that there's actually a keyboard shortcut there for that, but
00:46honestly I never use the menu item or the keyboard shortcut, instead I use
00:51the really cool shortcut of double-clicking on a corner or side handle,
00:55that's all you need to do.
00:56When I double-click on that lower-right corner handle it automatically fits the
01:00frame exactly to the size of the text.
01:02Let's see this in action in a different way.
01:04I'll select this text frame in the upper-right corner, Option+Double-click on it
01:08or Alt+Double-click on Windows to open Text Frame Options, and I'll change the
01:12Inset Spacing to something like 9 pt.
01:15Now when I click OK, it adds nine points of space all the way around but the
01:20text frame is overset, so I'll make it a little bit larger.
01:22Well, now I have too much space at the bottom of the frame, how do I make sure
01:26that I have the same amount of space at the top and bottom?
01:29Just double-click on the lower-center side handle.
01:32If I double-click on that side handle at the bottom, it snaps it up so that it's
01:37exactly the right amount of space to fit the text in.
01:39Not too much, not too little, and now I'm sure that I have the same amount of
01:43space at the top and bottom of that frame.
01:45The problem of course is when I need to edit the text in here.
01:48If I need to come in here and add some more text I know that it's going to
01:52become overset again and I'll have to make it larger and then fit it again, and so on.
01:56What I really want is for the text frame to grow or shrink accordingly so that
02:00it always fits the text inside of it.
02:03And now introduced in InDesign CS6 is a feature that does just that.
02:07That also was in the Text Frame Option dialog box, so I'll
02:10Option+Double-click or Alt+Double-click and click on the Auto-Size tab of the
02:14Text Frame Options dialog box.
02:16Right now Auto-Size is set to Off, I'm going to change it to Height Only, that
02:21means it'll make the text frame taller or shorter based on how much text it has in it.
02:26Next I need to tell InDesign what to anchor, whatnot to move with this text frame.
02:30Right now it is set to the top, so the top will stay where it is and the bottom
02:35will move down or up based on how much text I have in it.
02:38I'm going to do just the opposite, I want to anchor the bottom point and have
02:41the top of the text frame grow or shrink.
02:44I can also choose a Minimum Height by turning this checkbox on, which means
02:47InDesign should never let this frame get smaller than a certain height.
02:51I'll set it to something like 10 picas.
02:53I'll click OK and it doesn't look like anything has changed, but if I
02:56double-click inside the text frame and then start typing, I'll just hit Enter
03:01and then start typing and typing and typing and typing, you'll see that the text
03:05frame grows automatically.
03:07If I remove that text it shrinks again, that text frame will grow and grow
03:12until it's pushed all the way off the pasteboard and only then will I get overset text.
03:17I'll do the same thing to this text frame that says REINVENTED at the bottom.
03:21I'll place my cursor in it or I could choose it with a Selection tool, doesn't matter.
03:25I'll open the Text Frame Options dialog box with the Command+B or Ctrl+B on
03:28Windows, change Auto-Size to Width Only, because I don't want to change the
03:33height, in this case I want to change the width.
03:35And I'm going to say anchor it in the center, keep the center of the text frame
03:39where it is and change the left and right sides.
03:42I'll click OK and I'm going to put the word super at the beginning.
03:47You can see that both the left and right sides of this text frame move and all
03:51the text fits, it won't overset.
03:53If you're creating an InDesign template for someone else to use, making good use
03:57of these auto-size frames can be so helpful.
04:00It minimizes the chance of overset text and it maximizes their efficiency.
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Putting text on a path
00:01I get asked this question all the time, how do I get text on a path instead of inside of it?
00:06For example, this triangle;
00:07let's go ahead and zoom in here.
00:09I want to put text on the outside of this triangle, not the inside.
00:12I maybe tempted to try using the Type tool, this Type tool over here.
00:16But if I do that, I will get text on the inside.
00:19You cannot get text on a path with the Type tool.
00:22Instead, you have to use the Type on a Path tool.
00:25Well, where's that?
00:26It's hiding underneath the Type tool.
00:28I'll click and hold for a moment, and up comes this little pop-up menu and now I
00:33can choose the Type on a Path tool.
00:35That's the trick, right there.
00:37Now, I move the cursor over the edge of the path and when it's in the right
00:41place, you'll see the cursor change just a little bit, a little Plus sign appears.
00:45That's the indication that if I click, I'll put the text on the path.
00:49Click, there we go!
00:51Now I can start typing.
00:52Now, right now, I'm typing black text on top of a dark background.
00:55So that's not very compelling.
00:57Let me delete all of that;
00:58press Command+A or Ctrl+A to select all of it and hit Delete, and I just happen
01:03to have some text that we can put on there.
01:05I'm going to zoom back out to fit in window with the Command+0 or Ctrl+0 on
01:10Windows, and I'll use Option+Spacebar to move back, so I can see this text
01:15jumped into power zoom there for a moment, and I'm going to select this text at the bottom;
01:20Command+A or Ctrl+A, Command+X or Ctrl+X on Windows, and now, let's zoom back
01:25in to that triangle.
01:27I have it on the clipboard.
01:28So now I'm going to put it on top of that frame.
01:31At this point, because I've converted this triangle into a Text on a Path
01:36Object, I don't have to use the Type on a Path tool anymore.
01:40I could technically go back to the Type tool. It doesn't matter.
01:44I move the cursor over the edge here, and now I click and now I'm back in to
01:48editing the type on a path.
01:50I just needed to use the Type on the Path tool to make it a type on a path object.
01:55Now, I'll paste;
01:56Command+V or Ctrl+V and you can see the text goes right on the edge of the path.
02:00Now, this triangle doesn't actually appear.
02:03There's no stroke or fill.
02:05So if I deselect this, in fact I'll deselect everything with a special keyboard
02:09shortcut Command+Shift+A, or Ctrl+Shift+A, Command+A or Ctrl+A selects
02:14everything, but if you add the Shift key in there, it deselects everything.
02:18Now, I'll press the W key to go into Preview mode, and you can see you cannot
02:23see the edge, you can't see the path, it's just the text on the path.
02:27Now, I'll go out of Preview mode, so we can see it again by hitting W one more time.
02:31This looks pretty good, but I want to make a few little tweaks.
02:34For example, I'd like to move this 2012 BFA down a little bit, and I can change
02:39the positioning on the path in a couple of ways.
02:43The basic way though is by selecting the triangle I can see these two lines appear.
02:48What's that about?
02:49Well, when you're thinking about text on a path, think about it this way.
02:53It's like having a text frame wrapped around the edge of the path, and in this
02:59case, this is the left edge of the text frame, and then it goes all the way
03:03around, and then this other line is the right edge of that text frame.
03:08I can move those edges simply by dragging them.
03:11For example, I'll move my cursor over the right edge, which is the one on the
03:15left here, in this case, the bottom one, and you can see the cursor changes a
03:18little bit to indicate which one I'm on top of, and I'm going to drag that down
03:22and I can actually drag it around to here.
03:25That doesn't change anything, because the text won't go any farther than that.
03:29But if I change this left edge by clicking and dragging that, you can see that
03:33it actually will move the text around.
03:35So I have a lot of control about where that text starts on the path, and
03:39where it's going to end.
03:41These white boxes, by the way, are in ports and out ports.
03:44So literally, I can thread from a frame to text on a path, and from text on a
03:49path to a frame, or even from text on a path to other text on a path, if they're
03:54just like text frames.
03:55There are a few more things we can do with text on a path as well, and to do
03:59that, I'm going to go to the Type menu, choose Type on a Path, and then choose Options.
04:04The Type on a Path Options dialog box lets me format that text on the path in
04:08all kinds of really funky ways.
04:10For example, right now, the Effect is set to Rainbow.
04:13That means it's going to follow the path as it curves around.
04:17If I change this to something like Skew, something very different happens.
04:21It skews based on the angle of the path.
04:23That's kind of cool looking.
04:25Let's look at some of the other ones;
04:273D Ribbon, I don't know, that's kind of wacky where each character gets skewed
04:31and rotated and so on, Stair Step where each character is not skewed but simply
04:36rotated, so that it's always upright.
04:38And the last one is Gravity.
04:40Gravity always rotates and skews around the center of the object.
04:45That is really cool.
04:46I'm going to leave it set to that.
04:48We can also set what part of the path is going to be on the line.
04:51For example, right now it's set to the Baseline of the text.
04:54But if I set to this to Center, then the center of the text gets pressed up there.
04:58Of course, this squishes everything together, so we'd probably want to
05:01change the Spacing.
05:02Right now, Spacing is set to 0.
05:05The weird thing about Spacing is that negative numbers tend to give more space
05:09between the characters and positive numbers take space away.
05:12I'm just going to add a little bit of spacing here to spread these out just a
05:15little bit, and then I'll click OK.
05:17The last thing you need to know is how to get rid of the text on a path, how
05:20to turn this back into a regular object so that text is no longer flowing on the path.
05:25To do that, I'll go back to the Type menu, choose the Type on the Path submenu,
05:29and then I can simply choose Delete Type from Path.
05:32That turns it back into a regular old object again.
05:35Setting text along a path is a wonderful way to create all kinds of special
05:38effects on your page.
05:40You can even edit that text later, but editing along a path can be, well, challenging.
05:44Fortunately, InDesign Story Editor comes to the rescue.
05:47That's what I'm going to talk about in the next movie.
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Using the Story Editor
00:00It's time for me to talk about one of my favorite features in InDesign.
00:04It's not a particularly flashy feature, but it's incredibly helpful to anyone
00:08who needs to write or edit text inside InDesign.
00:11And that feature is Story Editor.
00:13And it's like having a little Word Processor built right into InDesign. Let me show you.
00:18I have my roux_article file open from the Exercise folder and I am going to jump
00:22to the second spread by pressing Option+Page Down or Alt+Page Down.
00:25I want to edit some of the text in here, but instead of zooming in and trying to
00:29find the text, I'm simply going to select the frame itself, go to the Edit menu
00:34and choose Edit in Story Editor, or I could Command+Y or Ctrl+Y on Windows.
00:39Up comes a nice neutral window, just like a Text Editor.
00:43I'm not distracted by fonts or size or anything like that, it's just a neutral
00:48window and I can make this as wide as I want and it will reflow to any size.
00:53And I will tell you the one thing that I really dislike about Story Editor and
00:57that is the default font that it comes with.
00:59Who wants to read that font, it's crazy.
01:02I'd rather use a font that I can read easily on screen.
01:05Fortunately you can do that;
01:06you can make that change by going to the Preferences dialog box.
01:09I am going to open Preferences by pressing Command+K on the Mac or Ctrl+K on
01:13Windows, up comes the Preferences dialog box and I am going to click on the
01:17Story Editor Display pane.
01:19Here we can see that the Font is that the Letter Gothic which I think is crazy.
01:23So I am going to select that and type Georgia instead, I like reading Georgia,
01:27you can pick any font you want, but I find that very easy to read.
01:30I am also going to change the Line Spacing to something a little bit larger,
01:33like 150% and I am going to change the Size to 16 points, so it's really easy to see on screen.
01:39There are many other things you can change in here as well, like the Theme, you
01:43could change Ink On Paper or if you really want to go crazy, go Yellow On Black,
01:47now that's hard to read.
01:49I am going to go back to Black On White Ink On Paper.
01:52The one last thing I'm definitely going to change here is the Cursor Options.
01:55You know how sometimes the text cursor is so small that it's hard to find it
01:59easily, well, I can change it here to Barbell, it will only change it inside the
02:03Story editor, but you'll see it's great.
02:06I will click OK, the font updates and look at that cursor, it's flashing, it's
02:12big, I can immediately see exactly where it is.
02:15I will click before that H. Now as I said the Story Editor does not show fonts
02:20or size or most formatting of your text.
02:22What it does show is Bold and Italic, so over here where we have some texts in
02:27Italic, it does show that.
02:29I am going to move the Story Editor window over to the right a little bit, so we
02:32can see both the text on the page and the story editor.
02:35That text is so small that you won't be able to see this very well.
02:39But I am just going to grab some of this text up here, like the end of that
02:41paragraph and delete it.
02:43You'll see a slight pause and then as soon as you're done in the Story Editor,
02:47as soon as InDesign recognizes that you have paused for a moment, it updates the
02:51document page behind it.
02:53I mentioned earlier that you can use Command+Y or Ctrl+Y to open the Story
02:57Editor, you can also use the same thing to switch out of the Story Editor.
03:01This turns out to be very useful, because I can select some text inside the
03:05Story Editor and then press Command+Y or Ctrl+Y and it swaps back to the
03:10document page and synchronizes the selection.
03:14The same words are selected here that were selected in the Story Editor.
03:17That turns out to be very useful thing and you'll see this, the more you
03:21are using Story Editor.
03:22I will select some text here on the page, press Command+Y and it opens
03:26Story Editor and immediately synchronizes the selection, so the same words are selected here.
03:31Story Editor is great whenever you're dealing with really tiny text or text
03:35that's in a very wide text frame that's really hard to see all the text at
03:38the same time, but it's also great when you have so much text that it can't
03:43fit inside the frame.
03:44In this text frame, the story is overset, it can't fit inside the frame, but I
03:49can see it inside Story Editor.
03:51Story Editor knows no bounds.
03:53So if I scroll down a little bit here you'll see all the overset text, all the
03:58stuff that has red next to it, that is overset it's not fitting inside the text
04:02frame, but I can still edit it, copy it and paste it, delete it whatever I need
04:07to do, I can work with it inside the Story Editor.
04:10Since I'm talking about an editorial type feature like Story Editor, I also want
04:14to point out the Info panel.
04:16I will go to the Window menu and choose Info and that opens the Info panel.
04:20The Info panel is interesting especially at the bottom where it shows how
04:25much text is selected.
04:27If I select this sentence you can see that the Info panel updates to show me
04:31that they're 65 Characters, 11 Words, 1 Line and 1 Paragraph selected.
04:36If I deselect the text, so the text cursor is just flashing inside the story, it
04:41updates to show me all the text in the story.
04:43That is, this has 194 Words, plus 1242. What's that plus?
04:50Well, that's how much text is overset.
04:52How many Words are outside this text story?
04:55But if you do a lot of editorial work, you know that that kind of Word Count is really useful.
05:00Ultimately, whether you're editing really tiny 4 point text at the bottom of
05:04a legal contract or text on a path, or a long story, the Story Editor makes
05:08life so much easier.
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Checking spelling
00:00Nobody spells everything right all the time.
00:03I mean, hey that's what spellchecking features are for.
00:05And fortunately there is quite a good one built into InDesign.
00:09I have this flyer document open from my Exercise folder and it looks pretty
00:13good, but before I send it to print I'd better check the spelling.
00:17I can do that by going to the Edit menu, choosing the Spelling sub menu and
00:21then choosing Check Spelling or much faster, just press Command+I or Ctrl+I on Windows.
00:26As soon as I do that up comes the Check Spelling dialog box and it immediately
00:31starts showing the suspect words.
00:32This first word, Ellingsworth is somebody's name, looks right to me.
00:37I'm going to skip it.
00:38Then it goes to Roux, well Roux is the name of this company and I use that a
00:42lot in these documents.
00:43So I have a chance to either Skip it or Ignore All.
00:47If I choose Ignore All it's like pressing Skip for every instance that it finds,
00:53in fact not just in this Check Spelling, but every time I do Check Spelling
00:57until I quit InDesign.
00:59If I always wanted to think this word is spelled correctly, then I'll add it
01:02to my User Dictionary.
01:03That's what I am going to do, I will click Add and it moves on to the next word.
01:07Instead of checking one word at a time there is another way to check my spelling.
01:11I am going to the click Done to close this dialog box.
01:14I will go back to the Edit menu, choose the Spelling submenu and I am going to
01:18turn on Dynamic Spelling.
01:20I like Dynamic Spelling because you can see at a glance whether something is
01:24spelled incorrectly.
01:25For example, I'll zoom in here using Command+Spacebar and drag or
01:30Ctrl+Spacebar in Windows.
01:32And I can see anything that it thinks might be misspelled has a red zigzag line under it.
01:38This way I can very quickly pan around looking for things that might be spelled wrong.
01:43Here's one down here, ACDEMY, we better change that.
01:47Now I could change that manually or I could simply place my cursor inside the
01:52word and then right-click or Ctrl+Click with one-button mouse and up at the top
01:57of a Context menu are the suggested words, what it thinks we are trying to spell here.
02:02I'll choose Academy and it fixes the misspelling for me.
02:05Now I am going to switch over to my roux_ article file and check my spelling here.
02:10Because I chose Dynamic Spelling it's going to stay on for all of my
02:13documents that I have open.
02:14Now I am going to switch my next spread with an Option+Page Down or Alt+Page
02:18Down and I am going to zoom in on this text frame.
02:21I see a few words here that I suspect it doesn't know if those are spelled
02:25correctly, but it also sees some other words that have a green zigzag line.
02:30That means that they're not misspelled, but there's something else that's wrong with them.
02:33In this case it's obvious, there are two words that are exactly same in a row,
02:38if I double-click that and delete it the zigzag goes away.
02:41Down here the word trying should be capitalized, so it's telling me something's wrong.
02:46I will get rid of the lowercase t and put in an uppercase T and the zigzag goes away.
02:51You can control what InDesign considers right and wrong in the
02:54Preferences dialog box.
02:56I will press Command+K or Ctrl+K on Windows, click on the Spelling pane of
03:01the dialog box and we can see that there's a number of things we can change,
03:04misspelled words, repeated words, uncapitalized words and uncapitalized sentences.
03:09We can also change the color InDesign uses on those little zigzag lines.
03:14One more thing I want to show you about Spelling.
03:16I will click OK and I am going to come down here and just type a word, like
03:21Grazie, now Grazie immediately shows up as misspelled, but I know that it's not misspelled.
03:29I know that it's spelled correctly in Italian, right?
03:32So how do I tell InDesign that that word is spelled correctly, it's just Italian.
03:37The trick is to select it, go to the Control panel and in the Control panel make
03:43sure that the mode is set to Character mode.
03:46That's this little A button in the upper left corner that shows me all the
03:50Character Formatting in the Control panel.
03:52I will be talking about that in great detail in a later chapter.
03:56Out here in the middle of the Control panel there is a pop-up menu which is all
04:00the languages that InDesign knows about Dutch, Estonian, Finnish, French and
04:05you got it Italian.
04:07If I choose Italian for this word then InDesign suddenly stops thinking, it's misspelled.
04:14Now because I love tips and tricks I always want to give you the best, I want to
04:18show you one more language trick that you should know about.
04:20I am going to type in a web address.
04:22I am going to click down here at the bottom of this paragraph and I'm the type
04:25in my address www.63p.com there you go, that's my personal website, now you all
04:32know it shows up as misspelled.
04:35Well, I know that's not misspelled, so I need to tell InDesign that that web
04:39address is not misspelled, but I can't tell it that it's English or Estonian or
04:44Latvian or something.
04:45What I can do is tell it that it's no language, I will select that URL, come up
04:51to the Language menu and at the very top the option is No Language.
04:55Anything set to No Language cannot be spell checked, so it never shows up as misspelled.
05:00Of course just performing a spell-check won't guarantee your text is all correct.
05:05So finding a proofreader is always a good idea.
05:07But InDesign's spellchecking features are definitely worth running first.
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Using Find/Change
00:00I'm old enough that I remember manually searching through all the text in a
00:04document for one word and replacing it with another all by eye hoping I
00:09didn't miss one instance.
00:10And all I can say is thank goodness for the Find/Change feature which lets me do
00:14it all now in a single click.
00:17You can find Find/Change by going to the Edit menu and choosing Find/Change, or
00:21press Command+F or Ctrl+F on Windows.
00:24There are a lot of options in the Find/Change dialog box, but I'm going to focus
00:28just on the basics here, Find what and Change to.
00:32Let's say I want to search for the word Egypt.
00:34All I have to do is type Egypt here, and when I click Find, it finds the
00:38first instance of Egypt. It's down here.
00:41Let me zoom in on that;
00:42Command+Spacebar or Ctrl+Spacebar, drag over that, and we can see that it did in
00:47fact find the word Egypt, but inside of another word.
00:50That's not what I was intending.
00:52I wanted to find the whole word Egypt.
00:54But fortunately, InDesign lets me change the scope of what it's searching for,
00:59and it's all based on these little buttons down here.
01:01I have to be honest with you, I almost never remember what those buttons do.
01:05There are just too many of them.
01:06So, I move the cursor on top of them until I see the little tooltip.
01:11This one is Include Locked layers and Locked Objects, this one is Include Locked
01:15Stories, this one is Hidden layers, and I'm just going to go through these one
01:19at a time until I find what I'm looking for;
01:21Master Pages, Footnotes, Case Sensitive, that could be useful at some time, but not right now.
01:27And this one, here we go, Whole Word!
01:29I want to find the whole word of Egypt.
01:32So I click on that button and try again.
01:34I'll click Find, and it jumps to the next instance of Egypt but only as a whole word.
01:39Of course, Find What is only half the equation here.
01:43Sometimes you want to find a word and change it to something else.
01:46For example, I'm going to type two dashes in here.
01:49I want to find everywhere where the author typed in two hyphens instead of a regular Em Dash.
01:54I'm going to change it to the Em Dash by typing in Em Dash in here.
01:59But what if I don't remember how to type an Em Dash, or what the code is?
02:03Well, that's where this little pop-up menu over on the right comes in.
02:07I don't know why they use the At symbol there, but whenever you see an At
02:10symbol pop-up menu, it means special characters.
02:13So I'm going to click on that and we can see all the special characters, the
02:17invisible characters, the interesting glyphs and so on that InDesign knows about
02:21that I may not know how to type.
02:23In this case, I'm looking for a hyphen or a dash and there it is, Em Dash.
02:28It types in a special code that I'm never going to remember myself.
02:32But fortunately, it types it in for me.
02:34And now I can click Change All and it says, uh-oh, 0 replacements made.
02:39Well, remember, just a moment ago, we told InDesign what the scope of our search was.
02:45We told InDesign to only find whole words.
02:49Well, there are no whole words, that are just two dashes.
02:52I need to turn that button off and then do my Change All.
02:56It goes through the document and it found 8 of them, so that's great. I'll click OK.
03:01Here's another thing I use Find/Change all the time for.
03:03Find all the instances where somebody typed two or more spaces and replaced it
03:07with a single space.
03:09I could do that myself, but sometimes people use weird spaces.
03:13Adobe InDesign has all kinds of strange spaces like thin spaces, and
03:16quarter spaces, and so on.
03:18What if I want to find all of those?
03:20Well, fortunately, InDesign comes with a bunch of built-in queries;
03:24these Find/Change queries, and they all live up here in the Query pop-up menu,
03:28and we can look at the ones that InDesign ships with by clicking on that pop-up menu.
03:32There's a whole bunch of cool ones in here.
03:34I'm going to use Multiple Space to Single Space.
03:37It types all the weird codes for all the different spaces that it's going to
03:40look for, so I don't have to remember any of that.
03:43Now, all I have to do is click Change All, and it goes through the entire
03:47document and it found 347 of them in just an instant.
03:52Now, there are lots of other things you can do in the Find/Change dialog box.
03:55For example, you can find text with particular formatting and change it to other formatting.
04:00I'll cover that in a later chapter.
04:02You can also do this thing called GREP Find/Change, which is what it used to
04:05find all these multiple spaces.
04:08I go into great detail about GREP and all the cool things you can do with
04:11that in another title in the lynda. com Online Training Library called 10
04:16Things to Know About GREP.
04:17Glyph Find/Change lets you search for a very particular character in your
04:21document and Object Find/Change lets you find and change object formatting.
04:26For example, you might want to change all of your red frames into blue frames.
04:30You can do that with the Object Formatting Find/Change, and I'll cover that in
04:34a later chapter too.
04:35The Find/Change dialog box is obviously an incredibly powerful tool when you
04:39take the time to dial in exactly what you're looking for and exactly what you
04:43want to change it to.
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6. Graphics
Importing graphics
00:00It's time to start talking about using pictures in InDesign.
00:04Let's start at the beginning.
00:05How to get our images on to our InDesign page?
00:08Fortunately, InDesign makes it really easy.
00:10The basic method for importing an image is to use the Place command which you
00:14can find under the File menu.
00:16I'll choose Place or you could press Command+D or Ctrl+D on Windows.
00:21This shows me a list of all the images or all of the files that I could place right now.
00:25I'm looking at the Links folder which is inside the Exercise Folder.
00:28I am going to import the Roux Academy logo, which I am going to find at the
00:32bottom of that list. Here it is.
00:35It's an ai file, that's in Adobe Illustrator file, which InDesign can import.
00:41When I click Open InDesign imports the image and loads the place cursor.
00:46Now it's very important to pay attention to the place cursor before you click.
00:49This place cursor tells me information about what's about to happen.
00:53Right now I see the little twirly spirally icon which shows me that it's an
00:58Acrobat file or an Illustrator file, they look the same.
01:02The edge of the place cursor are two dotted straight lines and that indicates
01:07that if I click right now it will create a new frame.
01:10If I move the place cursor over here where I actually want it, those lines get
01:14curved kind of into a parentheses and that indicates that it's going to place
01:19this image into a frame.
01:21That's not what I want to do, so I don't want to click right now instead I
01:24want to click and drag.
01:26And when I click and drag it creates a frame and places the image into it.
01:32Now I can simply drag it into place. Perfect!
01:36Now let's bring in that image one more time to put it elsewhere on my page.
01:40I'll go back to File menu, choose Place, grab my image and just before I click
01:47Open I want to check something, I want to check to see if the Replace Selected
01:51Item checkbox is turned on.
01:53Replace Selected Item tells InDesign whether or not you want this image to go
01:58into any selected frame that you currently have.
02:01If I move this Place dialog box out of the way you can see I do actually have a frame selected.
02:06So if that checkbox were on, my image would go into this frame not where I'm
02:11going to want to put it.
02:12Of course in this case the checkbox is turned off, so it doesn't matter.
02:17I'll click Open and up comes that place cursor again and I am going to put it
02:21down here on this page.
02:23The place cursor is indicating that it's going to create a new frame;
02:25there is no empty frame behind that right now.
02:28So I am simply going to click and it will make a frame of the right size and
02:31put the image into it.
02:33I'll drag that down into position.
02:34Now I am going to place another image, but this time I'm going to use
02:38a different method.
02:39I am going to drag it right out of a folder on my Desktop.
02:42I'll switch back to the finder, this also works with Windows, Mac or Windows it
02:46doesn't matter, grab the image that I want to drag in and simply drag it on top
02:51of the InDesign window.
02:53When I let go it doesn't look like that anything has happened.
02:55But as soon as I switch back to InDesign, you'll see that it automatically
02:59loaded my place cursor.
03:01Now I can simply click and drag.
03:04As I'm dragging you'll notice that I can't make this any size I want, it stays
03:09height width proportional to the image itself.
03:12Now I'll drag and finally let go and in comes the image.
03:16Now let's bring some more images into my second spread.
03:19I'll press Option+Page Down or Alt+Page Down and you'll see that I have a number
03:22of empty graphic frames ready to fill.
03:25In this case I am going to bring all three images in at the same time.
03:29To do that, I go back to the Place dialog box by pressing Command+D or
03:33Ctrl+D and I am going to select all the images that I want right now, all three of them.
03:38To select those three at one time I'll first click on the first one that I
03:42want, and then I'll hold down the Command key or Ctrl key on Windows and select the other one.
03:47There's two, now let's scroll down little bit and get the third I am looking for.
03:51Command+Click or Ctrl+Click one more time and I've selected three images at the
03:56same time inside the list in the Place dialog box.
04:00Now I'll click Open and all three of them are added to my place cursor.
04:04I can tell that there are three here, because there is a little blue 3 inside
04:08parenthesis next to the cursor.
04:10In fact, I can actually move through those one at a time by pressing the arrow
04:14keys, the left or right arrow keys on my keyboard.
04:17If I press the right arrow you'll see it switches to the next image, press it
04:20again and it goes the third image.
04:22I can move through here until I find just the image I want right now.
04:27Then when I'm ready, I'll move my cursor on top of the frame that I want to
04:30place it in and click.
04:33The cursor changes, because now I only have two images on the place cursor and
04:37I'll click again and then click again.
04:39I'd like to bring some images down into this blank space and this third pane of this brochure.
04:44I am going to grab four images this time and I am going to put them all in a
04:48grid, here is how it works.
04:50I'll press Command+D or Ctrl+D, I'll grab four images, I actually have no idea
04:56what these images are, I am just picking by random with the Ctrl or Command
04:59key held down and I'll click Open and it grabs all four of those onto the place cursor.
05:05Now, I'm going to start dragging with this place cursor.
05:09I drag out the height I want;
05:10I am not paying any attention to the width, just how tall this grid is going to be.
05:15While the mouse button is still down, I am going to press the up arrow key.
05:19I press once and it breaks it into a grid of two frames.
05:23Press two more times and I get four frames in a stack.
05:27I only press the up arrow to add frames vertically.
05:31This is a single column.
05:33If I press the right arrow it would break it into a grid of two columns.
05:38But I am going to press the left arrow to go back to a single column, because
05:40that's what I am trying to do.
05:42When I let go, it makes four frames and loads in the images.
05:47I'll talk about how to scale those images properly later on in this chapter.
05:51I want to show you one more technique for importing images.
05:54I'm going to click out on the pasteboard so that nothing is selected, go back to
05:58the Place dialog box and choose an Illustrator file at the bottom of my list.
06:03This Illustrator file is called roux_artboards.ai.
06:07I happen to know that this Illustrator file has multiple artboards built into
06:10it, but this technique would also work with a PDF file that has multiple pages.
06:15When you have a file that has multiple pages or multiple artboards, you need to
06:20tell InDesign which page or artboard you actually want to import.
06:24To do that you can turn on the Show Import Options checkbox.
06:28Show Import Options tells InDesign that when you click Open it should bring up
06:33the Place PDF dialog box or the Import Options dialog box as I call it.
06:38Here we can see that there are three total pages or artboards in this document
06:42and we can move through them one at a time to see which one we actually want to bring in.
06:46I am going to go ahead and bring that first one in, but notice that I could
06:50actually bring all of them in if I want or maybe just a range of them.
06:54If you bring in more than one page, each one is loaded up onto the place cursor
06:59as a separate image.
07:01You can also tell InDesign how to Crop this image.
07:04Right now it's set to Art, which means just bring in the size of the artwork.
07:08Don't bring in any of the white space around it.
07:11But if I change this to Media something different happens and you get an
07:15indication of that here.
07:16It brings in the entire page all the way out to the edge, or in this case all
07:20the way out to the edge of the artboard.
07:23In some cases you may find you need that, but for me right now I just need the Art itself.
07:28I'll click OK, image is loaded up on the place cursor and I can click and drag.
07:33Note that I'm not talking about how to copy and paste images from one
07:37application to another.
07:39While you technically can copy and paste some vector artwork between InDesign
07:43and Illustrator, I strongly urge you not to copy images from Photoshop or any
07:48other program other than Illustrator.
07:49There is a number of technical reasons for this, but suffice it to say that
07:53it's rarely a good idea.
07:55However, you choose to import your images, InDesign tries to be as flexible as
07:59possible, and this is especially true when it comes to what file formats you can use.
08:03InDesign supports all the regulars, TIFF, JPEG, PDF and so on, but it
08:08also supports native PSD files and most native AI files, that's Photoshop
08:13and Illustrator files.
08:15Later in this chapter I'll talk about some of the advantages of using
08:18these native files.
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Using the Links panel
00:00When you import a picture into InDesign using Place or by dragging in a file
00:04from disk, InDesign doesn't actually embed the image into your document.
00:09Instead you get a thumbnail preview of the image and a link to the file on disk.
00:14This happens with any image file, whether you import a PDF, a JPEG, a TIFF or whatever.
00:19And that's why when I open this document from the Exercise folder called
00:23draft2, I get an alert, and the alert says that there are two missing and one modified links.
00:30InDesign went looking for all the images in my document and it found two of them
00:34were missing, just couldn't find them and one of them had been modified;
00:38it was changed since the last time I'd imported it.
00:40So it asked me what I want to do.
00:42If I click Update Links, it will update all the modified ones, doesn't know what
00:46to do about the missing ones.
00:47But in this case, I am going to click Don't Update Links, because I want to show
00:51you how to do it manually.
00:52Whenever there have been missing or modified links, up comes the Links panel.
00:56You can also open that manually from out here in the dock.
00:58And the Links panel is like the control central for all of your linked graphics.
01:03All the linked images that you have in your document will show up here in the
01:06Links panel and it gives you information about those links as well.
01:10The most obvious thing we see here is that there are two alert icons.
01:14The yellow one with an exclamation point says, this one has been modified and
01:19the red one with a question mark says this one is missing.
01:22If there is no alert icon at all, it means that it's okay;
01:26it knows where to find that and it's up-to-date.
01:29The Links panel can tell you other information about your linked images as well.
01:32For example, when I click on this JPEG image, it shows me down at the bottom of
01:36the Links panel, in the Link Info area all kinds of information about it.
01:41It shows me that it's a JPEG, it's an RGB file and even what the current
01:44resolution of this images.
01:46It's a good idea to scroll through and look at all the Link Info to get a sense
01:50for what the images are inside your document.
01:53If you don't see the Link Info area, you may need to click this little twirly
01:57triangle at the bottom.
01:58Here I've closed it and now it's open again.
02:01And you can see that when I opened it, it resized the area to show me more link info.
02:06I don't really want that, so I can drag this little double line in between the
02:10two areas down to show me more of the Links panel and less Link Info.
02:16There is a couple of more things I want to show you about the Links panel before
02:19we fix those image problems.
02:22First of all, we'll see that all of our images are in chronological order that
02:26his Page order right now.
02:28And I can tell that because at the very top of Links panel, in the column up
02:32here, this is the Page column.
02:34The Page column has a little black triangle next to it so that indicates that
02:38it's currently sorted by page from first to last.
02:41If I click on it again that triangle turns upside down and now it's from the
02:45last page to the first.
02:47I can also sort this by Status by clicking on the Status column at the top.
02:51Now all of the missing and modified links are all put together;
02:55I'll click again to put them all at the top.
02:58If you have a lot of missing and modified images that you're dealing with,
03:01that's often a good way to clump them together as you can see them faster or you
03:04can click on the Name column and now they're in alphabetical order.
03:08I am going to go ahead and click on Page order again, because I find that useful.
03:12Now let's go ahead and fix these problems.
03:14I'll start with the modified one;
03:16the one that's been changed and it's this pencil image, and I may not know where
03:20in my document this image actually is right now.
03:23So I can click on this little 4, the underlined blue number at the right, that's
03:27the page number that it's on and when I click on that, it takes me directly to
03:31the image and it selects the image inside the frame.
03:34Let's zoom into 200% with a Command+2 or Ctrl+2 on Windows and we can see there
03:40is my pencil image that's been modified.
03:43You'll notice that in the upper-right corner of this image, I see the
03:46same modified icon.
03:48That's new in CS6 and it's a really helpful thing to have the icon right there
03:52on the image itself.
03:54Now once again, this modified icon means that somebody has changed this image
03:59since the last time that I imported it into this document.
04:02So if I want to see the new version, I have several different choices.
04:06I could go to Links panel flyout menu and choose Update Link, or I could click
04:11the Update Link button at the bottom of the Links panel, or you could
04:15double-click on the modified icon in the Links panel, but I'm going to do with
04:20the fastest, coolest way, which is simply to click once on top of this little
04:24alert on the image itself.
04:26As soon as I click on that, it updates it;
04:29somebody made the pencil blue.
04:31Now let's go take care of the missing images.
04:35Here in the Links panel, I can see that this image is missing, but there's no
04:38page number next to it.
04:40That's because there's a little triangle to the left of it and the triangle if
04:45I click on it indicates that this image has been used more than once in my document.
04:50When I open it, I can see that it was used both on page 2 and 3.
04:54It's my job to tell InDesign where this image lives now, so we can re-import
04:58and have a good link.
05:00Let's go ahead and look for it first;
05:01I'll click on that 2 and it takes me right to it, zoom into Command+2 or Ctrl+2
05:06on Windows to go to 200% and I can see that there is another missing icon right
05:11attached to the image, so I can see it very clearly there on my page.
05:15So we could update that over in the Links panel, but I'm just going to click
05:18once on that little icon and it asks me where should I find this image?
05:23I'll go look for it;
05:24It's in the Exercises folder and I am going to scroll down here until I find my Links folder.
05:29There it is, I'll double-click on that and go looking at the bottom of this list.
05:35Up in the Title area of this dialog box, I can see the name of the image that
05:39it's looking for, the roux academy logo_draft.ai file.
05:43That was the draft version of this logo, I threw that away a long time ago;
05:47I am never going to find it.
05:49But I can replace it with the new version, that's the roux academy logo
05:53file, the final version.
05:55I'll click Open and it throws away the old version and it puts the new version in now.
06:01Now in this case notice that I only did it for that one image, the other one is still missing.
06:05Let me undo that with the Command+Z your Ctrl+Z on Windows and show you how you
06:10can update all of them at the same time.
06:12Instead of clicking on the icon here on the page, I am going to come over and do
06:16it in the Links panel.
06:17I'll select not any of the individual images that have been placed, but the
06:21title, the one at the top that surrounds all of them and I'm going to
06:25double-click on that icon.
06:27Once again, it gives me the opportunity to find the image and I'm going to link
06:31it to my new version.
06:33Now all of those images have been updated.
06:36I want to show you one more Links trick because I find this really useful.
06:39Sometimes I need to find an image on disk.
06:42I know where it is in my document but I don't know where that image is on my
06:46hard drive or on the server.
06:48Well, I could select the image, for example, this Photoshop file, and then I'll
06:52go to Links panel flyout menu and choose Reveal in Finder or on Windows it would
06:57be Reveal in Windows Explorer.
06:59And when I choose that, it takes me right to the folder and selects the image for me.
07:04It's important that your images all be up-to-date in the Links panel, not
07:07missing or modified before you print or export your documents or else in design
07:12will only be able to use the low resolution preview and your output may not
07:16look right.
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Editing graphics in their original app
00:00What happens after you put an image on your page and then realize you need to
00:04edit the image some how.
00:06For example, I'll zoom in on this image down here in this exercise file and I
00:10can see that this text is white.
00:12I would like it to be blue.
00:14Well, I could switch to Illustrator and then open it there assuming I know
00:18where it's saved on disk.
00:20But since I'm looking at it here in InDesign it's far easier to use a feature
00:24right InDesign called Edit Original.
00:27I can find Edit Original by first selecting the image and then going to the Edit
00:30menu and then choosing Edit Original.
00:33But honestly there are faster ways to get there.
00:36I could go to Links panel, right there, there is a Pencil icon.
00:40That is also the Edit Original button.
00:42The fastest way to get Edit Original is just an Option double-clicking or Alt
00:46double-clicking on the image.
00:47That's how you need to do.
00:49Option+double-click or Alt+double-click on this image and it suddenly launches
00:52Illustrator and opens that image.
00:55I'll zoom in here, so I can see the artwork little bit better.
00:59I can't see that text right now, because that's white on white.
01:02But I know there it's there.
01:04This image is a group so I am going to double-click on it to go in the
01:06Isolation mode, and then I can select the Text on the path that's sitting outside the logo.
01:12Here I could change the color to blue.
01:15At this point all I need to do is Save the Document and Close it and when I go
01:20back InDesign you'll see that it updates immediately for me.
01:24I don't have to go to Links panel and choose Modified. Why?
01:28Because when you choose Edit Original InDesign knows you're going to be editing
01:32it, it's watching the image just sitting there waiting for you to make a change.
01:36As soon as you save it and come back to InDesign it updates automatically.
01:41Not only that, but if I zoom back to the spread in window with a
01:44Command+Option+0 or Ctrl+Alt+0 you can see that it updated that image everywhere
01:49in this document, including words used up here.
01:51Now, by the way, InDesign actually has no idea what the original application
01:56is for these images.
01:57It realize entirely on the Mac or Windows Operating System for this information.
02:02Basically Edit Original is the same thing as double-clicking on the image in a
02:06folder and sometimes it opens in the wrong program. For example:
02:09I'll press Opt+Page Down or Alt+Page Down to go to the next spread.
02:13And now I'm way to try in open this image.
02:15I'll Option+Double-click or Alt+Double-click on it and you'll see that it
02:19opens up here in Preview on the Mac in instead, that's not what I wanted, I
02:23wanted it in a Photoshop.
02:25On Windows it sometimes opens in the Picture and Fax Viewer or something like that.
02:29Fortunately you can force InDesign to open it in a particular program.
02:33I'll close this comeback to InDesign and instead of Option+Double-clicking or
02:38Alt+Double-clicking I'll go back to the Edit menu and I'll choose Edit With.
02:42Edit With let's me choose exactly which program I want to open this image with.
02:46Now it's easy for me to make a change or I'll just use Brightness/Contrast to
02:50change this a little bit Save it, Close it and come back to InDesign.
02:56And you'll see that as soon as I come back it updates with a brighter version.
03:00Getting efficient with InDesign in a Creative Suite means making the programs
03:03all work together as smoothly as possible.
03:06The Edit Original and Edit With features are a big part of that operation.
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Fitting graphics to the frame
00:00When you import an image it often doesn't appear at the correct size on your page.
00:06For example, I'll go ahead and create a new graphic frame here, and then I will
00:09place an image into it.
00:10I will go to the Place dialog box and I am going to choose an image down here
00:14like the spirals Illustrator file.
00:17I can tell immediately that that's not what I was hoping for;
00:20I wanted it to fit inside this frame.
00:22In fact, if I switch to the Selection tool and double-click on this frame it
00:26switches to the image itself, it selects the image inside the frame and I can
00:30see the edge of this image is huge, it's much bigger than the frame.
00:34We are going to explore Scaling in the chapter on Transforming Objects later.
00:38But let me quickly show you one feature which really comes in handy when you're
00:42trying to fit images.
00:44In fact, the name of the feature itself is Fitting;
00:46you can find it under the Object menu, under the Fitting submenu.
00:50There are five different features here in fact.
00:53Fill Frame Proportionally means make sure that the image fills the frame even if
00:58some of the image is cropped out a little bit;
01:00make sure it fills the frame.
01:03Fit Content Proportionally means scale the image up or down until it fits inside
01:08the frame, but make sure none of it gets cropped out.
01:12Fit Frame to Content is kind of the opposite;
01:14it changes the size of the frame so that matches the current size of the image.
01:18In this case that frame would get much bigger.
01:21And Fit Content to Frame will scale the image inside the frame to fit even if it
01:25means scaling it disproportionately, I almost never use that.
01:30Center Content is obvious;
01:31it just centers the image inside the frame.
01:34In this case I am going to be using Fit Content Proportionally, but I am going
01:38to choose it out of the menu, instead I'm going to choose one of these buttons
01:41in the Control panel, just because that's faster and easier.
01:45If you can't tell which of these buttons does what, all you need to do is hover
01:49the cursor over them for a moment until you see the tooltip.
01:52The first one is Fill frame and the second one is the one we want Fit
01:55content proportionally.
01:57Once again that scales the image to fit inside the frame so that none of it gets cropped out.
02:03Even if it means there are some blank areas to the left and right of it.
02:06That's okay for this image.
02:07Let's zoom in to 400% here with a Command+4 for Ctrl+4 on Windows, and you can
02:12see that indeed of the image is smaller than the frame.
02:16If you want to make the frame the same size as the image, remember there's
02:19another option for that.
02:20I'll go back to Control panel and I will hover over these buttons until I
02:24find Fit frame to content, click on that and now the image and the frame
02:30around it are the same size.
02:33By the way, if you are working quickly sometimes you'll find yourself
02:36moving images inside the frames accidentally, so that they're sitting outside the frame.
02:42That's where Center image in the frame comes in handy.
02:45I will click on that last button and the image snaps back so it's centered
02:48inside the frame which is exactly where I wanted it.
02:50Let me show you another example of fitting, I will zoom back to fit the spread
02:55in window and I'm going to import a new image inside of a frame.
02:59Here's a frame, I will go to the File > Place dialog box and choose an image.
03:03I am going to choose this photographer image.
03:07In comes the image, but once again it's not the right size.
03:12Now in this case I know that I want to scale the image down to fill the frame
03:16even if it means some of the image is going to get cropped out.
03:20I'll switch back to the Selection tool and I will come over to the buttons and
03:23click on the first one, that's Fill frame proportionally.
03:27It fills it even though some of it is taking out the top and the bottom.
03:30I will double-click on this to select the image and you can see that some of it
03:34is above and below that frame. It's cropped out.
03:38Now that looks good, but what happens if I'd put a different image into this frame.
03:41Well, I'd have to go back and click the button again or what happens if I come
03:45over here and resize this frame.
03:47I'd have to click the button again, it's very frustrating having to keep going
03:51back and clicking those buttons.
03:52Let me undo that with a Command+Z or Ctrl+Z on windows.
03:57Instead, InDesign has a feature called Auto-Fit;
03:59it's this little checkbox right here.
04:02And you can see that now every time I change this frame, it
04:06automatically updates.
04:08If I make it tall instead of why it updates, if I make it wider instead of tall it updates.
04:13It always automatically applies whatever the last Fitting option I used was.
04:18In this case I use Fill frame proportionally, so it's going to apply Fill frame
04:22proportionally every time I change it.
04:24Even if I replace this with a different image by going to File > Place, pick
04:29another image just by random here and I will make sure Replace Selected Item
04:32is turned on and when I click Open it imports it and fills that frame automatically.
04:38That image would've come in much larger, but it scaled it down to fill the
04:42frame proportionally.
04:44You certainly don't have to make your images fill your frames or your frames fit
04:48your images but it's often helpful, especially when trying to lay out a document
04:52or template quickly.
04:54Now let's get back to images themselves and specifically using images that have
04:58transparent areas or clipping paths.
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Taking advantage of image transparency and clipping paths
00:00What if you need an area of an image to be transparent?
00:04For example, I'm going to bring in my photographer image here, by placing it, go
00:08down to the bottom of my Links folder, grab my photographer.psd file and then
00:12place it inside this frame.
00:14But I don't want this background image.
00:16I just want the photographer itself.
00:18I want this background to be transparent.
00:20In the past this effect was typically created using a clipping path.
00:24But InDesign can also see and manage native transparency in images too, which
00:28often leads to much better results.
00:30First, let's see how to do it the old way with Clipping Paths.
00:34I'm going to Option+Double-click or Alt+Double-click on this image to invoke
00:37the edit original and open this in Photoshop, and if I go to the Paths panel
00:41and click on MyOutline, I can see that there is in fact an the outline drawn around here.
00:47This is actually a Bezier line which has been drawn around the outline that
00:52I'm trying to clip out.
00:53InDesign can see that path inside the image.
00:56So I'll switch back to InDesign, choose the Object menu, and go down for
01:01Clipping Path submenu.
01:03I'll choose Options and then choose from the Type pop up menu Photoshop Path.
01:08This is where I can tell InDesign which path I should use within the Photoshop file.
01:13You can actually have multiple paths and then choose which one you want to
01:16use as a clipping path.
01:17But in this case there's just one, and when I click OK you can see that the
01:21background is completely knocked out.
01:23You also see the clipping path itself that Bezier line because we've been
01:27switched to the Direct Select tool in the tool panel.
01:30I'm going to switch back to the Selection tool and then zoom, way in here so we can see this.
01:36Clipping Paths can be great if you already have one.
01:38But I have to tell you I hate making Clipping Paths.
01:41It's such a hassle to draw around them and worse they're always very sharp lines.
01:46For example, down here if I zoom way in, and you can see that it's a very sharp line.
01:51It doesn't blend in naturally from the face or the jacket into the background.
01:56So Clipping Paths tend to look somewhat artificial.
01:59Because of that, I'm going to use a different technique.
02:01I'm going to use actual native transparency.
02:04Let's zoom back to 200% with Command+2 or Ctrl+2 on Windows, and I'm going to
02:09Option+Double-click one more time, to open this in Photoshop.
02:12In this case, I'm going to not use my path.
02:15I'm going to use the channel instead.
02:18I have a channel pre-built in this image called Alpha 1 and I'm going to load
02:22that my Command+Clicking or Ctrl+Clicking on it.
02:25That simply loads that channel up.
02:27Now I'll go to Layers panel, and I'll turn that selection into a mask, a nice
02:33soft edge mask, and I'll do that by going to layer menu, choosing layer Mask and
02:38then choosing Reveal Selection.
02:40Now, if you've done any work in Photoshop, you're familiar with that checkerboard.
02:44The checkerboard means it's transparent.
02:46There's nothing there.
02:48You can see right through it to whatever's behind, and that's what I want.
02:52I want it to be transparent.
02:54So I'm going to save this document and then go back to InDesign and see what I get.
02:58I'll save it, close it, come back to InDesign, and then I need to turn off my Clipping Path.
03:04So I'll select this, go back to Object > Clipping Paths and turn off the Path,
03:10otherwise you would have transparency plus a clipping path.
03:13That's not what I want.
03:14Now it looks pretty similar at this level, but when I zoom in again and you'll
03:19see something change.
03:20I now have a very soft blend between the face and the jacket into the background.
03:25It's truly antialiased using real transparency.
03:29It's a much more natural look, that's why I like using native transparency, much
03:33more than Clipping Paths.
03:35One thing I should point out however.
03:36In general, it's a good idea to put text above transparency effects, rather than below it.
03:41For example, I'll go back to 200% with Command+2 or Ctrl+2 on Windows, and I'll
03:46select with the Selection tool this text frame and I'm going to move it above,
03:51using Object > Arrange > Bring to Front. There we go.
03:55The reason I want to have the text on top of the transparency, besides the fact
03:59that want it to be able to read it is that sometimes the text around
04:02transparency can kind of get thicker, more bold.
04:06So to be safe, we want to put the text on top of the transparent images.
04:10That way, it won't get bold, kind of around the edges of this guy's shoulder.
04:15The good news is that InDesign can read native transparency in Photoshop PSD
04:19files, also PDF files and even Adobe Illustrator files.
04:24Transparency has become a huge part of why people use InDesign.
04:27It just makes it so easy to lay out a beautiful looking page quickly.
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7. Formatting Objects
Selecting objects
00:00You've seen me selecting objects on pages throughout all the earlier movies.
00:04But let's take a moment to really look at the details of selecting objects
00:08because there are some subtle and sometimes confusing aspects to the
00:11seemingly simple task.
00:13The basic tools to select object on our page as you know are the Selection tool
00:17the black arrow and the white arrow Direct Selection tool.
00:21We can do almost everything we need with the Black arrow Selection tool,
00:25so let's start there.
00:27You know that you can select objects and you know you can select more than one
00:30object at a time by Shift+Clicking.
00:32You can also select objects by dragging over an area quick;
00:35I will click out here on the pasteboard to deselect all of that.
00:39I'll just drag over this area here and you'll see that anything that this
00:42marquee touches is selected.
00:44In some cases objects get a solid selection line with corner handles.
00:49In other cases you'll see dash lines, the dash lines means that these are groups
00:55and I'll be covering groups in a later chapter.
00:57I can select everything on my spread no matter how many pages are on that spread
01:02everything by pressing Command+A or Ctrl+A on Windows.
01:06That selects all the objects on the spread, you'll notice that some of these
01:10objects are colored red and some are colored blue.
01:12Those colors reflect what layer they're on and layers too is a subject I'll be
01:17covering in a later chapter.
01:19If you want to deselect everything on your page press Command+Shift+A or
01:23Ctrl+Shift+A that's one that you should definitely get into your hands just do
01:28that a few times and get used to it that's a really handy one, the ability to
01:32deselect everything on your spread with one keyboard shortcut.
01:36Now here's something that confuses a lot of InDesign users, if I click on this
01:39graphic it's selected right.
01:41But what if I was really trying to select what's behind that logo a different image.
01:46Well, you can select through one object to an object behind it by holding down
01:50the Command key on the Mac or Ctrl key on Windows and then clicking.
01:55I Command or Ctrl clicked once and it's selected through that object to the next object down.
01:59I will hold down Command or Ctrl and click again and I will select behind that
02:04to this image in the very back.
02:07Command+Click or Ctrl+Click again and it goes all way back to the top because
02:10there is more objects behind that one.
02:12I have mentioned in earlier movies the ability to double-click to go inside an object.
02:18For example, if I click once on this graphic it selects the frame.
02:22If I double-click on it expects the image inside the frame.
02:26Double-click again and it goes back to selecting the frame.
02:29Same thing with text, if I double-click on this text frame it goes inside the
02:33frame by switching to the Type tool and going inside and placing the cursor
02:38right where I double-clicked.
02:40In this case I can't double-click again because it will just select a word.
02:43So to get out to select the frame is again I hit the Escape key.
02:48Double-clicking also works for groups.
02:51If I click over here in this black area I see that I have selected a group, I'm
02:55not sure how many objects there are in that group, but I know that I can go
02:58inside it by double-clicking.
03:00Double-click once and I select the object inside the group.
03:03Double-click again and I go back and select the entire group.
03:07Sometimes you can change objects on your page even without selecting them.
03:11For example, with the Selection tool I will roll over this image and then start dragging.
03:16Note that that change the image, it actually move the image inside the frame
03:20even without selecting the image or its frame.
03:24That's because I accidentally clicked and dragged on top of the content grabber.
03:29The content grabber is that bagel looking or lifesaver looking thing in the
03:33middle of graphic frames.
03:35If you click and drag over that content grabber, it will move the image even
03:39without selecting it.
03:41It's a cool feature, but I have to tell you it drives me crazy because I'm
03:44accidentally moving images when I don't mean to.
03:47So I am going to undo this with the Commands+Z or Ctrl+Z on Windows and I am
03:51going to go turn that content grabber off.
03:53I will go to the View menu, choose Extras and then choose Hide Content Grabber.
03:59Now when I move my Selection tool over a graphic I don't see that little bagel
04:03and I can't accidentally move it.
04:05I could still move the image because as I just mention double-click chooses the
04:09image and now I can move it around inside the frame.
04:13Double-click again and I go back to choose the frame.
04:16Now the other Selection tool that you need to know about is the Direct Selection
04:19tool, the white arrow tool.
04:21The White arrow Direct Selection tool lets you select inside objects in a different way.
04:26In this case I can choose a single point on a path.
04:29You see what happens when I hover over this frame all of the points on the path highlight.
04:34Now I can click and drag and I'm moving just that single point on that frame.
04:38I can also move segments that is the lines between points.
04:43If I move my cursor on top of a segment this line between the points, the cursor
04:47actually changes to indicate that if I click and drag it will move that segment.
04:52Well, now that you've got the hang of selecting objects in your documents,
04:57let's explore how to format those objects, starting with how to assign a Fill
05:01or a stroke color.
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Applying basic strokes and fills
00:00Need to set the color of an object?
00:02Well, do you want a color it's background fill or stroke what some people
00:06would call the border.
00:07InDesign just like Illustrator lets you apply a fill or a stroke color to any
00:12object on your page even text.
00:14I am going to zoom in on this logo down here and I am going to put a border
00:18around it, right on the edge of the graphic frame.
00:20So I will select it and go up to the Control panel and right in the middle
00:25you'll see two little pop-up menus.
00:28The top one is its fill and the bottom is the stroke.
00:32To apply a fill click on the pop-up menu and up comes the Swatches panel.
00:37I'll fill this with paper, for example.
00:40Paper is what InDesign calls White.
00:42Now I will hit the Escape key to close that or just click some place else on the
00:46page, and then I'll change the stroke.
00:48I am going to give this a big Black stroke.
00:51First, I will apply the black color, next I'll choose a stroke width from the
00:55pop-up menu, I will make this nice and thick like 6pt, and then I can even
00:59choose a stroke style from the Style pop-up menu below it.
01:02I will make this Thick - Thick.
01:05The Control panel is the fastest way to make these changes, but you can also
01:08make them in the Swatches panel.
01:10That's over here in the dock.
01:12I will choose Swatches to open it and we can see that it looks almost exactly
01:15the same as the one we saw in the Control panel.
01:18The one big difference though is the control over fill and stroke is this little
01:23tiny icon in the upper left corner.
01:25Just like Illustrator whichever icon is on top is the one you're changing.
01:30So right now the Stroke icon is on top, so I'm changing the color of my Stroke.
01:36If I wanted to change the feel I would have to click on that icon to bring it to the front.
01:41And I can change the Fill color.
01:44I can also change the Tint of this color;
01:47I will go up here and click on the word Tint, that's just a little shortcut for
01:50selecting all the text, that whole number inside the field.
01:53And now I can type 50, for example, and hit Enter and it changes to a 50% green.
01:57I am going to cover colors and how to create new color swatches in great
02:02detail in a later chapter.
02:04By the way, if you squint, you'll see another little tiny icon up here by the
02:08Fill and Stroke icons.
02:10That's a double headed arrow and you'll see the same thing at the bottom of the
02:14tool panel way down here.
02:17That double headed arrow means swap the fill and stroke colors.
02:21If you click on that, it switches the colors.
02:24So what was the fill color becomes a stroke color and vice versa.
02:28Now as I am looking at my beautiful masterpiece here I noticed that something
02:32strange, the red fill kind of sneaks out in between these two green lines.
02:38That area between this double-line is called the gap, right now the gap is
02:42set to None or transparent so I can see through it to the edge that little
02:46bit of red sticking out.
02:47I don't like, so I am going to change it.
02:49The way you adjust your strokes is in the Stroke panel.
02:52So I am going to open the Stroke panel and I can see that Type is set to a
02:55double-line here and the Gap Color is set to None.
02:59I can change this Gap Color to any of my Color Swatches, in this case I am
03:02going to choose Paper just to make it white or let me set this back to None for a moment.
03:07Let me show you another option.
03:09Instead of changing the Gap Color I could change the Alignment, where does this
03:13stroke sit on the path itself.
03:15Right now I can see that it's set to the center of the path.
03:19So one of those lines goes on the outside and one goes on inside, but if I
03:24change this to the third button in the Align stroke area then they get align to the outside.
03:30And that I think looks much better.
03:32By the way, if you ever need to make arrow heads the Stroke panel is also where you do that.
03:36For example, I will grab the Line tool over your tool panel and just draw a line.
03:42I am holding down the Shift key to keep horizontal.
03:45Now I'll go back to the Swatches panel and make this thicker may be 4 pt.
03:50And I'll go to Control panel to change its color.
03:54Let's go for a blue color.
03:56To add my arrowhead I go to the Start and End pop-up menus in the Stroke panel.
04:01At the end I will put a barbed arrow head, there we go, that looks much better.
04:06Now as I mentioned at the beginning of this movie you can also apply fills and
04:10strokes to text, let me show you how.
04:13I'm going to zoom back to fit the spread in the window, and then I am going to
04:16jump to the next spread with an Option+Page Down or Alt+Page Down.
04:20This purple text here looks pretty good, but I'd rather have it stroked
04:24with purple not filled.
04:26To do that I am going to select it with the Type tool, I will just double-click
04:30on it and I am going to zoom in to 400% Command+4 or Ctrl+4 on Windows.
04:35Remember how earlier I said that you could swap the fill and stroke.
04:39Well, why don't we just do that, that's an easy way to do this.
04:42I will click on that little double headed arrow and we can see that now that
04:45text is stroked with that color not filled.
04:48This is still fully editable text, for example, I could change the color of just
04:52one letter here or I could select all that text and replace it.
04:55There's so much more that you can do with Fills and Strokes and I'll be covering
05:00more of that later in this chapter.
05:02But first I need to talk about coloring a different kind of thing, images.
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Colorizing images
00:00Sometimes you need to colorize an image, that is, apply a color to an imported image.
00:06You can do this in InDesign, but there are conditions.
00:09It has to be a pixel-based image, that means no Illustrator vector files.
00:13The image has to be saved in Grayscale mode, it can't already be color and there
00:18cannot be any transparency in the image.
00:21So it has to be a flattened grayscale image, like a TIFF or PSD file.
00:26I'll show you how it works.
00:28First, I'm going to import an image, I'll draw a frame that I want to put the image into.
00:32I'm just going to fill this whole panel over here with one, and I'll go to the
00:36File menu and choose Place.
00:40The image I'm looking for is down here, it has the word gray in it and it's a JPEG file.
00:44I'll click Open, I want to fill that whole frame, so I'm going to click on the
00:48Fill Frame proportionally button in the Control panel, and then I want to
00:52colorize that image.
00:54To apply a color you might be tempted to choose it with the Selection tool, go
00:58to the Swatches panel, choose Fill and apply a color.
01:02Unfortunately, that fills the frame not the image.
01:06Now I have a grayscale image on top of a colored frame.
01:11That's not what I was trying to do;
01:13I was trying to colorize the image.
01:14So to do that I need to select the image inside the frame, not the frame itself,
01:19I'm going to undo that with the Command+Z or Ctrl+Z on Windows, and I'll
01:23double-click on this image.
01:26Now the image inside the frame is selected, so when I go to the Swatches panel I
01:30can fill it with a color.
01:32Depending on what effect I'm trying to get, I'll choose a different color.
01:37Let's try this blue color down here;
01:39of course, this image is overlapping my other images, so I need to send it behind.
01:44So I'll double-click on this to select a frame, and then I'll go to the Object
01:47menu and I'll choose Arrange > Send to Back.
01:51That looks much better.
01:52I can't tell you how many people have emailed me saying they can't figure out
01:56how to achieve this effect.
01:57Well, now you know.
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Adjusting transparency
00:00What's the number one coolest, most amazing feature in InDesign?
00:04Well, XML of course.
00:06No, no, I'm just kidding, it's Transparency and we've already looked at how
00:10InDesign can import images with Transparency.
00:13Now let's take a step farther and look at how you can apply Transparency effects
00:17to any object in InDesign.
00:19I have my roux_flyer document open from my Exercise folder and I'd like to apply
00:24an interesting Transparency effect to this word ART.
00:27I'll zoom in to 200% by pressing Command+2 or Ctrl+2 to on Windows and I'm
00:32going to open that control central for all Transparency effects that is the Effects panel.
00:38If you don't see your Effects panel in your dock, either switch to your
00:41workspace to Advance or grab it out of the Window menu.
00:47You can apply a Transparency effect to any object on your page whether it's a
00:50graphic, text, line or whatever.
00:53The first thing we're going to change here is the Opacity, how transparent this object is.
00:58Right now the opacity is set to 100% so you cannot see through this at all.
01:03But if I change this number to say 50% and hit Enter, you'll see that now you
01:07can actually see through it.
01:09It looks dim but that's only because the dark image behind it is showing through.
01:13I can also use this little slider to the right of the field to increase or
01:17decrease the Opacity.
01:18The second Transparency effect you can apply here is its Blending mode, right
01:22now the Blending mode in this pop-up menu is set to Normal, but you can see that
01:27we have lots of different options here.
01:29Almost all the options from Photoshop and Illustrator are repeated here.
01:33So, for example, we can change this to Multiply, which kind of burns the effect
01:37in, or we could choose Screen which is just the opposite.
01:41Multiply always makes the effect darker, Screen always makes it lighter.
01:46Note that if you want to see your Transparency effects as best as possible,
01:50you should go to the View menu and choose Display Performance > High Quality Display.
01:55That way you use the high-resolution images and high-quality
01:58Transparency effects.
02:00That doesn't affect how they're going to print out but it does make them
02:03look better on screen.
02:04Okay, that's looking pretty good.
02:06I'm going to scroll over and look at this big white box.
02:08I'll just zoom back a little bit here so I can see it a little bit better, here we go.
02:13This white frame with all this black text in it looks pretty good, but I'd like
02:17to see through the white.
02:18Now I could select this, go to my Effects panel and change the Opacity to say 70%.
02:25But the problem with that is it makes the entire object 70% opaque, that is I
02:29can see through the background now but I can also see through the text.
02:33It made that black text kind of gray text.
02:37So I don't want to do that.
02:38Let me set the Opacity back to 100%.
02:42Instead what I want to do is change the Opacity of the background fill but not the text.
02:47Fortunately the Effects panel lets me do that.
02:50It all has to do with what is selected in this list.
02:53Right now Object is selected which means that the Opacity and Blending modes are
02:58going to be applied to the entire object.
03:00In this case I'm going to choose Fill, now any change I make in the Effects
03:05panel will only affect the Fill of this object, so I'll change this to again 70%.
03:11This might not look that different on screen right now, but believe me it
03:14makes a big difference.
03:15The background fill is transparent, but the text is nice and solid.
03:20By the way, you don't have to go to the Effects panel to do all of these things;
03:23some of these features live up in the Control panel as well.
03:26So even if the Effects panel is closed you can still get to them up here in the Effects panel.
03:30For example, I can change the Transparency from 70% to 75% here and it makes it
03:36a little bit less transparent.
03:38I can also tell InDesign what part of the object to effect in this pop-up menu
03:43here, where it says Object, Stroke, Fill, or Text.
03:46So once again adjust the Fill at 75%.
03:48Changing the Opacity or Blending mode of an object is cool, but it's just the
03:54beginning when it comes to InDesign's Transparency features.
03:57In the next few movies we'll look at some of the most common Transparency
04:00effects, starting with everyone's favorite the Drop Shadow.
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Adding drop shadows
00:00Drop Shadows, the effect that everyone hates to love. But it's true;
00:05everyone loves Drop Shadows because they give a sense of depth to a page.
00:09They make things pop.
00:10Let's see how you can make Drop Shadows in InDesign.
00:13I am going to select this image here, this photographer and I am going to put a
00:16Drop Shadow behind him.
00:18You can apply a Drop Shadow to any Object on your page;
00:21Images, Text, Lines, doesn't matter.
00:24In this case, I am going to do it to a graphic.
00:26You can apply a Drop Shadow in one click by going up to the Control panel and
00:30click on this little Drop Shadow button.
00:32But when you do that you almost always get a clunky, yucky shadow.
00:37I don't like do in that way.
00:39I want to have more control over my Drop Shadow.
00:41So I'm going to turn that off, and instead I am going to go over just a little
00:45bit to the fx pop-up menu.
00:47Here I can choose Drop Shadow and that's going to open a dialog box that gives
00:50me a lot of control.
00:52I can get to the same dialog box in the Effects panel down here at the bottom.
00:56There it is, same pop-up menu, Effects > Drop Shadow.
00:59Now inside the Effects dialog box, I have a lot of control over exactly where
01:05this Drop Shadow sits and how it looks.
01:08For example, I can change what color it is and how dense it is, may be I'll make
01:13this a little bit less dense, bring it down to about 60%.
01:16Because the Preview checkbox is turned on, I can see all of these changes
01:20taking place immediately.
01:22I can also change its position.
01:23Right now, it's kind of far away from this image, I am going to make it smaller,
01:27maybe about 4 points.
01:29And I can change the Angle of the Drop Shadow that is where looks at the
01:32light is coming from by dragging this little slider around, I'll bring it
01:36back up to the top here.
01:37I am going to change the Size;
01:39the Size reflects how blurry the Drop Shadow is that is how big the Drop Shadow itself is.
01:45I am going to make it a little bit bigger like about 8 points, just to kind of
01:49to blur it out little a bit, make a little bit more subtle.
01:53And the last I am going to do is change the Noise;
01:55I always like adding a little bit of noise, just 3 or 4%.
01:59You don't need very much but it makes it significantly more natural looking.
02:03Now I'll click OK and I can see the Drop Shadow behind this guy.
02:07Now I know that Drop Shadows there, not just because I can see a behind this
02:11guy, but because there is a fx Icon over here, in the fx panel.
02:15This fx Icon is not just an indicator that there's an effect applied to this
02:19object, it's all so usable.
02:22I can use that, to do something. Let me show you.
02:24I can drag that little fx icon up onto another object.
02:29For example, this logo up here and when I let go over the mouse, you'll see
02:33the Drop Shadow was applied even though I didn't even have that object
02:36selected on the page.
02:37I'll like it now and zoom into 400% then you can really see it.
02:42Here the effect is too diffuse; it's too subtle.
02:45I want to make it a little bit sharper.
02:47So I could go back to the fx pop-up menu and choose Drop Shadow again or in this
02:51case, I'll just double-click on the fx icon.
02:54That brings the dialog box up again.
02:56Now, I am just changing this object whichever object on the page is selected.
03:01I'm going to make this a little bit darker and I'm going to make the distance a
03:04little bit closer, I'm just tabbing from one field to the next, by the way, and
03:08I am going to make this Size smaller, let's say, 3 points.
03:12Now looks pretty good;
03:13actually, it's still a little bit far away.
03:15I am going to change the Distance down to maybe 1.5 points.
03:18That looks much better.
03:20I still have my Noise, click OK and I can see that looks pretty good.
03:25Drop shadows are cool but there's no doubt that they can be overused and end up
03:29making your document look hackneyed.
03:30So proceed with caution.
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Using other transparency effects
00:00Drop shadows are nifty keen.
00:02Yes, I said that, I actually used the word nifty keen.
00:05But there are even niftier keener effects in InDesign.
00:09All kinds of special Photoshop like effects that you can apply to any object.
00:13Let me show you where to find them.
00:14I want to place a little bit of a glow behind this object.
00:18So I am going to is select it, zoom to 400% with Command+4 or Ctrl+4 and I am
00:21going to turn on my View > Display Performance > High Quality Display, that
00:26way I can see the quality of both the artwork and the transparency effect much better.
00:30I will open my Effects panel and I am going to apply an effect called Outer Glow.
00:36That's pretty cool.
00:37I will move this dialog box out of the way a little bit.
00:39It gives it kind of an ethereal look.
00:41As you can see there are many other effects that you can apply to objects
00:45inside this dialog box.
00:46I am going to hit the Enter key or Return key and close that dialog box and
00:50let's go apply another one.
00:51I will zoom out to fit the spread in the window and I am going to select this
00:55object, this picture at the bottom of my screen.
00:58The Effects panel tells me there's already an effect applied to that and I could see it.
01:02It blends from fully transparent to not transparent. Let's take a look.
01:08I will double-click on the Effects icon and up comes the Effects dialog box
01:11which shows me that it has a Gradient Feather.
01:14There are actually three kinds of feathers in InDesign, the Basic Feather,
01:18Directional Feather, and Gradient Feather, and each of those controls how
01:22objects blend out or fade out from opaque to transparent.
01:27The Gradient Feather effect is the most powerful of all three, because it
01:30actually gives you gradient stops where you can control exactly how transparent
01:35the object should be at each point.
01:37For instance, this gradient stop right here, which I just clicked on, says it's
01:42100% opaque, which means no transparency.
01:45But on the other end of it, it's 0% opaque, fully transparent.
01:50Up above this there's a little diamond that moves back and forth.
01:53That lets you control how quickly it moves from one to the other.
01:57And because the Preview checkbox is turned on in this dialog box I can actually
02:00watch what's going on, on my page.
02:05Over here it's mostly opaque.
02:06If I drag it to the left it's mostly transparent.
02:10I can even change the angle of this feather by dragging this line around.
02:14I will set it back to 90 degrees here. I like that look.
02:17You may notice that as I make those changes it's affecting this side of the
02:21image, but not this side.
02:23That's because this is actually a separate image, separate image, separate
02:27graphic frame, it just looks like it's connected.
02:29I will click OK, press Option+Page Down or Alt+Page Down on Windows and let's
02:35apply a couple of more transparency effects.
02:37How about to this text?
02:38Remember, you can apply a transparency effect to any object whether it's text,
02:42graphics, lines, anything.
02:44I am going to zoom into 400% with the Command+4 or Ctrl+4 and I'm going to apply
02:49a Bevel and Emboss to give this a little bit of a 3D look.
02:53So while this is selected I will choose Bevel and Emboss.
02:55I will move this out of the way a little bit so we can see it better.
03:01Right now I can tell that this Bevel and Emboss effect is too strong, it's too big.
03:05You can barely see the 3D effect at all.
03:08But when I change the size down to about 2 points, you can see it looks much better.
03:12All right, that look pretty good.
03:14I will click OK and I am going to move down to the lower right corner of the
03:17spread by holding down the Option+Spacebar to get the grabber hand and then
03:22click and don't move so I get the power zoom mode.
03:25Now I will just drag down to where I want to go and let go and it zooms back in.
03:30I'll select both of these frames and apply an inner shadow.
03:34This time I will do it from the Control panel.
03:35I will choose Inner Shadow and I can change the amount of shadow I see on the inside.
03:41You can kind of see a darkening in the upper left corner of each of these which
03:44gives a little bit of the 3D effect as though it's inset into the page.
03:48I am going to change the Opacity to something little darker maybe 85%.
03:52Then I will tab down and change the Distance to little bit less, maybe 4 points.
03:57I will leave the Size alone, but I will change the Choke.
04:01The Choke value lets you control how quickly it fades out.
04:04And as I drag this slider to the right you'll see that it actually gets darker
04:08and darker and darker. That's crazy dark.
04:11So I'll bring it back in just to make it a little bit darker, a little bit more intense.
04:15Now the one last thing I need to tell you about having to do with
04:19transparency and this is an important one, it's how to get rid of it, how to
04:24delete the transparency.
04:25There are two ways to do that.
04:27You could drag the Effects icon down into the Trashcan or you could go to the
04:31Effects flyout menu and choose Clear Effects.
04:35That applies all the effects applied to these objects.
04:38Obviously, the options for cool effects in InDesign are endless.
04:41In fact, check out Mike Rankin's title on InDesign effects here in the
04:45lynda.com Online Training Library if you want to see amazing effects that
04:49anyone can learn to do in InDesign.
04:52Sometimes it takes a little work to build these effects, but fortunately once
04:56you find an effect you like you could easily copy it to other objects.
05:00One way we saw earlier is to drag that little effects icon.
05:03Another way is to create an object style which I am going to show you how to do
05:07in the chapter on Styles
05:09In the next movie though, we'll focus on a third feature that lets you copy
05:12formatting, the Eyedropper tool.
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Copying and formatting with the Eyedropper tool
00:00When you're laying out a document you'll often find yourself needing to copy
00:03formatting from one place in the document to another.
00:06One way to do that is Styles, Paragraph Styles, Object Styles, and so on.
00:10I'll talk about all of those in a later movie.
00:13But another, sometimes faster way is to use the Eyedropper tool.
00:16There are two ways to use the Eyedropper tool and it's a little bit
00:20non-intuitive I find.
00:21So pay attention, you'll catch on.
00:24The first way to use the Eyedropper tool is with and object or some text selected.
00:28In this case I'm going to select this text down in the lower left corner by
00:31double-clicking on it and selecting it.
00:34Now I'll choose the Eyedropper tool and I'm going to apply some formatting to
00:38whatever is selected by clicking on it with the Eyedropper tool.
00:42In this case I want to pull out this formatting from this text up here.
00:46When I click on it, it automatically sucks up all of this formatting and applies
00:50it to whatever was currently selected on the page, in this that text.
00:55You'll notice too that the Eyedropper icon has changed.
00:58It was a white, empty icon which indicates that it's ready to suck up the formatting.
01:03Now it's a full eyedropper.
01:05Now I can apply it wherever I want to use it.
01:08In this case, this was the only place I want to use it so I'm going to show you
01:11how to use the full Eyedropper tool in a different way.
01:14I'll choose the Type tool and I'm going to zoom in on some other text over here,
01:18by pressing Command+2 or Ctrl+2 on Windows.
01:21Now I'm going to format some text.
01:23I'll grab this person's name and I'm going to change its font and style, and so on.
01:27I'm just going to type Myriad Pro here and change this to Bold.
01:31Maybe I'll make it a little bit bigger, 11.5, and why don't we change its color as well?
01:37I'll pick this nice purple color. Terrific!
01:40Now I'd like to use that same formatting in other places in my document.
01:44So while nothing is selected on my page, I'll grab the Eyedropper tool and click on it.
01:50Notice that the white Eyedropper changed to a full eyedropper and now it's ready
01:54to start applying that formatting wherever I click.
01:58In this case I'm not going to click.
01:59I'm going to click and drag, and it applies that formatting to anything that I drag over.
02:03Let's try it again.
02:05I'll drag over this word Roux, and it applies it.
02:08I'll drag it over this word Environment and it applies it.
02:12So you can see that I can apply this same formatting very quickly using
02:16that full Eyedropper.
02:17If I later want to pick up some different formatting, I can turn it back into an
02:21empty Eyedropper either by clicking on the Eyedropper tool again or by holding
02:25down the Option or Alt key.
02:27Now it's ready to pull up some formatting.
02:29But in this case, I'm not quite done yet.
02:31I want to apply this one more place.
02:33I'm going to scroll over a little bit with my Option+Spacebar+Drag or
02:36Alt+Spacebar+Drag, and I'm going to try and apply this to some text over here.
02:41Well, it did apply it to that one word, but it applied something else to the
02:45rest of the paragraph.
02:47Why did it do that?
02:48Why did it apply so much formatting to the entire paragraph?
02:51Well, by default the Eyedropper tool picked up all the formatting that we
02:55clicked on, including the font, the size, but also the paragraph formatting.
03:00You can control that however.
03:02Let me undo this with a Command+Z or Ctrl+Z on Window and I'm going to
03:06double-click on the Eyedropper tool.
03:08That opens the Eyedropper Options dialog box, and now we can turn off the parts
03:13that we don't want it to choose.
03:15I don't care about Stroke, Fill, Paragraph or Object Settings.
03:19I only want it to be pulling the Character Settings right now.
03:22So I'll click OK and now I'm going to click on some text down here, this
03:26Environment word, and it sucked up some formatting and it looks the same, but
03:30now it's only grabbed that character formatting.
03:34So when I drag over this word it only changes that one word.
03:38In this case, it'll also change the leading.
03:41Leading is a character attribute which we'll talk about in a later chapter.
03:44Now the Eyedropper tool doesn't just work for text, it works for objects too.
03:48For example, I'm going to choose the Selection tool and I'll pan up here and
03:53select this graphic and I'm going to change the graphic a little bit.
03:56Why don't I give it a purple frame?
03:58Let's make it a little bit thicker and we'll change its formatting to this left slant hash.
04:05There we go!
04:06Kind of an interesting effect applied around the border of that image, and
04:10I'd like to take that same formatting and apply it to these other three
04:14images on the page.
04:15Once again there's two ways to use the Eyedropper tool.
04:18I could select all three of these objects, then choose the Eyedropper tool, and
04:23then click on the edge of this object.
04:25I have to click on the edge of the object because I'm trying to pull up the
04:28formatting of the frame, not the image inside the frame.
04:31I'll come up here and click on the edge, and nothing happens.
04:35Why does nothing happen?
04:37Well, remember I changed the Eyedropper Options a moment ago.
04:40I better go back and change them to pick up the object formatting.
04:44Double-click on the Eyedropper, turn on all of those other settings.
04:48I don't care about the Text Settings, but I might as well turn them on here and
04:51now one more time I click on the edge of the frame and all of that formatting
04:56that I applied to the stroke is applied to all of these other objects as well.
05:00So that's one way I can use the Eyedropper tool.
05:03Let me undo that, Command+Z or Ctrl+Z.The other way is to not select any of those objects.
05:09I just press Command+Shift+A or Ctrl+Shift+A to deselect everything, and now I'm
05:14going to reselect the formatting from this object by holding down the Option or
05:18the Alt key, which turns it into the empty Eyedropper.
05:21I'll click on the edge of the frame, which fills it up, and now I can start
05:25applying that formatting wherever I want to.
05:27I'll click on the edge of this one and it applies it.
05:29I'll click it on this one and it applies it. You get the idea.
05:33I can now go to any frame in my document and apply that same formatting.
05:37The Eyedropper tool is great for the quick formatting pickup from here to there.
05:42But honestly, if you need it to apply a lot of formatting throughout a document,
05:46Styles are a much better way to go.
05:48As I said I'll explore those in a later chapter.
05:51But there's one other way to apply formatting quickly throughout your whole
05:54document, the Fine Change dialog box and that's where we're headed next.
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Finding and changing object formatting
00:00When I am working on designing or laying out a document, I don't want to be
00:03bothered by mind-numbing tasks.
00:06For example, can you imagine working on a 200 page document like this, and then
00:10your client or art director says something like, hey!
00:12Can you make all of these graphics over here have a different colored background
00:17and change the stroke around them?
00:19Oh man this kind of thing would make the scream if I didn't have the Find/Change
00:23feature to do it for me.
00:24But I do and it lives just where you'd expect, the Find/Change dialog box.
00:29I'm going to open the Find/Change dialog box by going to the Edit menu and
00:33choosing Find/Change or you could press Command+F or Ctrl+F on Windows.
00:37Right now it's set to the Text tab;
00:39I want to change it to the Object tab.
00:42The Object tab lets me search and replace object formatting like Strokes and
00:47Fills and all that kind of Object Formatting stuff.
00:50I'll move this out of the way and we can see that all of these graphic frames
00:54have a 1 point Stroke around them, so I am going to search for graphic frames
00:58with a 1 point Stroke.
00:59To do that, I'm going to click in this blank area here which brings up the Find
01:03Object Format Options dialog box.
01:06We can dial-in exactly what we're looking for.
01:09In this case it's a Fill of None and a Stroke of Black.
01:14Now I could dial this in even more precisely by saying only find objects that
01:18have a Stroke of 1 point Black if I wanted to, but in this case I am going to
01:22leave it blank so it's more flexible.
01:24In other words, it will find any frame that has a Stroke of Black, not just 1 point strokes.
01:29I'll click OK and you can see that it fills it in here.
01:34Now what do I want to change it to?
01:36I'll click in the blank area down here and I'm going to say I want to fill this
01:40with a Tint of Cyan.
01:42I'll come in here and say let's get a 15$% tint of Cyan and I'll put a stroke
01:47around this as well.
01:48There currently is a stroke, but why don't we change it something different like
01:51Blue and let's make it a little bit crazy here so you can see it well, 5 point
01:56Dotted lines, there we go.
01:58It's going to put a 5 point Blue Dotted line around the frames.
02:04May be that's what my client wants, I don't know.
02:05Now let's try it out.
02:07I'll click OK and you can see it fills in all of that information here.
02:11There is one more thing I want to change here and that's the scope of what it's looking for.
02:16I can tell it to search just in this document or all open documents, I just want
02:20this document and I can tell it what kind of frames to look for.
02:24I don't want it to search for all of my frames, in this case I want to just
02:27search for Graphic Frames.
02:29I am ready to go, let's try it out.
02:31I'll click Change All and it goes through and it finds 11 objects in this chapter.
02:36Now, honestly this could have been 1100 objects and it would've gone just as fast.
02:41I'll click OK and we can see the changes made, cyan background, crazy
02:46dotted lines around.
02:48I'll press Command+F or Ctrl+F on Windows to close the Find/Change dialog box again.
02:53That same keyboard shortcut opens it and closes it.
02:56And then I'm going to go through my document to make sure they're all changed by
03:00pressing Option+Page Down or Alt+Page Down on Windows.
03:03And you can see it's gone through and changed each of these, looks pretty good. Let's do one more.
03:08I'll open the Find/Change dialog box, I am going to clear out all the formatting
03:13that it was searching for before by clicking on this little trash can icon.
03:17That just clears this out.
03:19In this case I am going to search for all Text Frames in my document, so I am
03:21going to change this to Text Frames and I don't really care what the formatting
03:25is, so I'm going to leave this blank.
03:28But when it finds a Text Frame, I want to apply some formatting.
03:31So I'll click down here and say that I would like to apply, oh let's put a
03:35Stroke around it again, why don't we make this may be a 2 point Black Solid Stroke.
03:40And I want to change it into a 2 Column Frame.
03:43So I'll change this to Text Frame Options, increase my Columns to 2, why don't
03:49we add a Gutter here of let's say 12 points and give it some Text Inset
03:55Spacing of maybe 9 points, and I'd like to have that on all four sides, so
03:59I'll turn on the Link icon. You get the idea.
04:02You dial-in exactly the way you want these things to look and then click OK.
04:07And when you do that it lists them all here.
04:10Now as soon as I click Change All, it goes to the entire document, finds all
04:14of my Text Frames and turns them into 2 Column Frames, and puts the stroke around them.
04:19I'll close that dialog box, hit W to go into Preview mode and we can see they
04:24all have strokes just the way we wanted them to look.
04:26I'm not saying that it looks good or that you should do this, I am just saying
04:31that's what my art director asked for.
04:33I happen to know a bunch of the people on the InDesign engineering team and they
04:37all say the same thing.
04:38Their aim is to make mind-numbing, painful tasks easy and automated, so that you
04:43can focus on what you do best, making great-looking pages.
04:47Now this Find/Change feature is a great example of how they're
04:50really succeeding.
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8. Color
Creating color swatches
00:00The Swatches panel over here in the dock is the central headquarters for
00:04your documents colors.
00:05As we saw in an earlier movie, you can use it to apply Fill and Stroke colors to
00:09any object or text on your page.
00:11But what if you get tired of the colors listed here?
00:14What if you want something more?
00:15Let's look at how to create a new color swatch for your documents.
00:19When you want to create a new color swatch, open the Swatches panel menu in the
00:23upper-right corner, and choose New Color Swatch.
00:26The first thing you need to decide is what Color Type to choose?
00:30Spot should only be used if you're going to be printing on a printing press and
00:33you know that your printer is using special PANTONE inks, those are spot inks.
00:39If you want to make a spot color, choose Spot, and then choose from the
00:42Color mode pop-up menu, one of the Pantone Color Libraries, for example,
00:47PANTONE + Solid Coated.
00:49In this case however, I'm going to be creating Process Colors.
00:52Virtually, every color that you are going to create in InDesign probably will be
00:56one of these Process Colors.
00:57From here, you can choose a Color mode, either CMYK or RGB typically.
01:03If your document is going to be printed, you probably want CMYK.
01:07But if it's for mostly on screen viewing, an RGB color swatch is fine.
01:12In this case, I am going to leave it set to CMYK.
01:14From here, we can define our color.
01:16Right now, we have this bright yellow color.
01:18I can change this, maybe add a little bit of cyan.
01:21Generally, you don't want to pick colors by just how they look on screen unless
01:25you're in a very tightly controlled color managed workflow.
01:28For all the rest of us, you really want to look at color swatch books to pick
01:32out colors based on how they look on a printed piece if the document is going to be printed.
01:37Once you have a color, you need to decide how you're going to name it.
01:40By default, it's set to Name with Color Value.
01:43I had turned that off because I like naming my own colors.
01:46I am going to call this Happy Green.
01:49If you're only making one color, go ahead, and click OK.
01:51But if you have more colors to create, go ahead and click Add.
01:55That adds it to the Swatches panel, but leaves the dialog box open to
01:58make another color.
02:00Let's go ahead and pick some other color here.
02:02This one I am going to name with a color value and you can see that it takes all
02:06the values from my CMYK settings, and puts it in to the name for me.
02:10I'll click OK and you can see that it add it as well.
02:13Now, a big warning;
02:14if any object had been selected on my page when I created those color swatches,
02:19the last color I created would have been applied to that color swatch.
02:23That's the reason I recommend every one deselect everything on your page before
02:27your create color swatches.
02:28Now, let's go ahead and apply those color swatches to objects on our page.
02:32In this document, this roux_catalog from the exercise files, this happens to be one big group.
02:37So I have to double-click to actually select an object inside that group.
02:41I'll select this orange one, and I'll make it green.
02:43Then I'll grab this blue one and make it purple.
02:47Those are the colors I just created.
02:49Now, what happens if I want to edit those colors, if I didn't get that green
02:52just right, for example, what do I do?
02:55Well, I have two choices;
02:56I could double-click on this green, but that would actually not only edit it,
03:00but also apply that green to anything I have selected on my page.
03:04So instead of double-clicking, I am going to Right+Click, Ctrl+Click with a
03:07one-button mouse, and choose Swatch Options.
03:10This really should have been called Edit Color, that's what it is.
03:12It lets you edit the color.
03:14Now, I am going to come in here and change the color to something else, maybe
03:17make it a little bit lighter, and I'll click OK.
03:20You can see that not only was this color changed in the Swatches panel, but any
03:24object that was filled or stroked with that color is also changed.
03:27Okay, what do you do if you want to get these colors into a new document?
03:32You have got a couple of choices.
03:33One option is to copy some objects that have the colors applied to them.
03:37For example, I'll grab a couple of these objects;
03:39the one that has the green, and the one that has the purple.
03:42I am going to copy it to the clipboard and then go create my new document.
03:48Now, I can paste, and when I paste those objects, the colors come along for the ride.
03:53There they are in the Swatches panel.
03:55I can delete the colors off the page, I didn't really need those.
03:58I just wanted the colors and they stick around in the Swatches panel.
04:01There is another way to get colors from one document to another, and that is, in
04:05the Swatches panel menu, I can choose Load Swatches.
04:09Load Swatches lets me pull in colors from any InDesign document, or I can also
04:13tell it to load colors out of an ASE file, that's the Adobe Swatch Exchange file
04:19that I could create out of Photoshop or Illustrator.
04:22So the Swatches panel is one way to inspect colors in InDesign.
04:24There is another way too, the Colors panel.
04:27In the next movie, I'll show you how to do that and why you might or might
04:31not want to.
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Understanding the danger and power of unnamed colors
00:00Some people spec in their colors far ahead of ever applying them in the document.
00:04Others like working more interactively, playing with colors as they lay out a page.
00:09You can work either way in InDesign.
00:11But if you're in the play as you go corner, you'll probably like using the Colors panel.
00:15You can find the Colors panel by going to the Window menu, choosing the Colors
00:19submenu, and then choosing Color.
00:21You can also find a version of the Color panel hiding inside the Control panel
00:25if you Shift+Click on one of these Fill or Stroke buttons.
00:28Normally, if you click on that pop-up menu, you get the Swatches panel, right?
00:32Well, if you Shift+Click on it, it turns into the Color panel.
00:35It's just a little known fact.
00:37I'm going to use the Floating Color panel, because it's easier to see, easier to demo with.
00:42I'm going to create and apply a color on the next page.
00:45So I'll press Option+Page Down or Alt+Page Down on Windows and I want to apply a
00:49color to this text, Roux.
00:50Now normally you'd think that you have to select that text with a Type frame first.
00:56Well, you don't have to.
00:57I'm going to select it with the Selection tool, and then I'm going to up here to
01:00the Color panel and click on the little T. That T means apply the color to the
01:06text inside the frame, not the frame itself.
01:09The little box next to it means apply it to the frame.
01:12The T means apply it to the text inside the frame.
01:15You can see those same things in the Swatches panel over here.
01:18There's the box and the T and also at the bottom the tool panel, the little box
01:22and the T. So, we're going to apply this to the T, the text inside the frame.
01:28That way we can see the color being applied to the text instead of having to pay
01:31attention to all the highlighting around the text.
01:34When I select any object on my page that already has color applied to it, the
01:38Color panel displays a tint ramp.
01:41This tint ramp lets me change the tint of the color, not the color itself.
01:45You see how the other cursor changes to an eyedropper, and then I can click on
01:48that tint ramp to change the tint of the color.
01:51In this case, I don't want a tint.
01:53I want a different color entirely.
01:54So I'm going to click on this little full strength swatch at the end and I'm
01:58going to change this tint ramp into a color ramp and I can do that by going to
02:03the Color panel flyout menu and choosing either CMYK or RGB.
02:07RGB if it's an onscreen document;
02:09but in this case I'm going to choose CMYK.
02:11Now I can dial in colors here or just click in the colored ramp.
02:16Whatever I click on is applied whatever selected on the page.
02:20Now you need to be very careful when choosing colors from the screen, because
02:24unless you've done a lot of work to set up your color management environment,
02:27the colors that you see on screen may not match what you see in print.
02:31Believe me I've been burned by that one myself.
02:34So it's better to pick your colors from a printed swatch book, such as the True
02:38Match, Pantone Books.
02:39Unfortunately, there are two other problems with using the Color panel too even
02:43if you're typing colors in from a swatch book.
02:46First, if I handed this document to somebody else and they selected this text
02:50frame, they would not know if that color is a CMYK color or an RGB color,
02:56because it does not show up in the Swatches panel at all.
02:59Second, the fact that it doesn't show up in the Swatches panel makes it really
03:03difficult to apply that same color elsewhere in my document.
03:06So if I care about consistency throughout my document and I want the same color
03:09on multiple pieces of text or multiple objects, that's a problem.
03:13So here's what you do.
03:14It's really important if you're going to use the Color panel to make these kinds of colors;
03:19these are called Unnamed Colors, then you have to go to the Swatches panel,
03:24choose the flyout menu, and choose Add Unnamed Colors from the Swatches panel flyout menu.
03:30Add Unnamed Colors goes through your whole document, finds all the unnamed
03:34colors, all the ones that you've created with a Color panel, for example, and
03:37adds them to the Swatches panel, and it links them.
03:40So if I changed the Color Swatch here this text will change as well.
03:45If you like working on the fly and you like this Color panel, there are two
03:48other ways of making colors that I want to point out to you.
03:52One is the Color Picker.
03:53The Color Picker you can find by double-clicking on the Fill or Stroke icons in
03:57the Color panel or the Fill and Stroke icons at the bottom of the tool panel.
04:01When I do that, up comes the Color Picker and some people really like this,
04:05because it kind of reminds them of Photoshop I guess.
04:08You can click on any color in here as long as you're aware that just because you
04:12click on it, doesn't mean you're going to get that in print.
04:14But you can pick a color just by clicking on it, and then you can click on OK or
04:19better Add CMYK Swatch which adds it to the Swatches panel, like that;
04:24it just adds it right there, and then click OK.
04:27Now the color is applied and the swatches in the Swatches panel.
04:31The last method is to use the Eyedropper tool.
04:33I'm going to grab the Eyedropper tool out of the tool panel here.
04:36I'm going to make sure that the formatting effects Type button is selected
04:40in the Color panel or the Swatches panel, that little T icon that we looked at earlier.
04:44And then I'm going to grab a color out of an image.
04:47I can grab any color I want, like the green from these trees, for example.
04:51It actually picks up that color, and puts it into the Color panel and because
04:56this was selected, it also applies it to that text.
04:59If I want to choose a different color instead, I need to hold down the Option
05:03or the Alt key to change the Eyedropper from the field Eyedropper back to the empty Eyedropper.
05:09As long as I'm holding down Option or Alt I can pick up a different color.
05:13So, for example, I might want to pick this up from her shirt.
05:16That changed it to the purple or I might want to pick it up from this blue shirt down here.
05:21You can see that it updates automatically as long as I'm holding down
05:24that Option or Alt key.
05:26Once again, this is an Unnamed Color.
05:28So I have to go to the Swatches panel, choose Add Unnamed Colors, and suddenly
05:33it shows up in my Swatches panel as well.
05:35Personally, I rarely use any of these methods to create colors.
05:39I'm in the camp that believes that you should set up your colors in the
05:41Swatches panel first.
05:42But if these tools work for you, then go for it.
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Creating gradient swatches
00:00Gradients, Blends, Vignettes, whatever you want to call them, they can be
00:03beautiful in your document or they can make your life a study in frustration.
00:08I'm going to show you how to make them in the Swatches panel first and then in
00:11the next movie we'll talk about how to apply them to object in your document and
00:15then customize them.
00:17To create a gradient swatch I first open the Swatches panel here in the dock and
00:21then from the Swatches panel flyout menu I choose New Gradient Swatch.
00:25Now it's a little tricky to make a gradient swatch just in the dialog box.
00:29So what I usually like to do is just click OK where it adds this default
00:33gradient swatch to my Swatches panel.
00:35Then I'll apply that default swatch to any object in my document.
00:39In this case, I'm selecting a frame in the background and then clicking on the swatch.
00:43You'll see that it just fills it with that default white to black swatch.
00:47Now I'll deselect that frame by clicking on that pasteboard and I'm going to
00:51edit that swatch by right-clicking on it or Ctrl+Clicking with a one-button
00:55mouse and choosing Swatch Options.
00:57The reason I like doing that is because it's much easier to see an example in
01:01the background as I'm editing inside the dialog box.
01:04To do that I turn on the Preview checkbox and now any change I make in the
01:08dialog box will update on my page automatically.
01:11So right now I have a gradient, a blend that goes from white to black, and you
01:15can see those reflected in these stops along the bottom, these gradient stops.
01:20If I click on one of these stops, you see the colors reflected up here in
01:24the Stop Color area.
01:26Right now this first one is CMYK white, just 0000.
01:29If I click on the other stop I can see that it's reflected as a swatch called Black.
01:36If I want to change this from Swatches to CMYK, I can do that from the
01:39Stop Color pop-up menu.
01:41I'll just change this to CMYK.
01:43You can see that now I can type in a different CMYK value here.
01:47But in this case I am going to pick a swatch that I've already created, this
01:50orange swatch down here.
01:53That updates that selected Gradient Stop and now I have a blend that goes
01:56from white to orange.
01:58I could add additional Gradient Stops in here simply by clicking anywhere along
02:01the Gradient Ramp on the bottom.
02:03As soon as I click it, it adds a new stop.
02:05So I could add green, for example.
02:07So now it's going from white to green to orange, and I can move these Gradient
02:12Stops around to change the effect.
02:15I can also change these little diamonds on the top.
02:18When you drag a diamond, you change where the half-way point is between.
02:23It's almost like dragging a rubber band back and forth.
02:25If I drag it to the right, I get more of the white.
02:28If I drag it to the left, I get more of the green.
02:31In this case I do only want white to orange.
02:34So I'm going to get rid of the green stop simply by clicking and dragging it off the ramp.
02:39Then I'll reset this to about half way point.
02:42I also have an option here, whether I want it to be a Linear Gradient or a Radial Gradient.
02:48I can choose that from the Type pop-up menu.
02:50Linear of course is just one direction only and Radial makes it look kind of like a circle.
02:55It's a little bit hard to see here, because the center of the circle is in the
02:59lower left corner and it moves out from there.
03:01In the next movie I'll show you how you can put that center anywhere you
03:04want inside the object.
03:06Here I'm going to leave this set to Linear and I'm going to give it Name.
03:10I'm going to call it White to Orange and click OK.
03:14You may have noticed that there are several buttons at the bottom of
03:16the Swatches panel.
03:17The first button shows all of the swatches.
03:20The second one shows only the solid Swatches and the third one shows only
03:24the Gradient Swatches.
03:26So if I had a bunch of different Gradient Swatches that I'd created and I wanted
03:29to find just those, I could click that button.
03:32Usually though I leave this set to all.
03:34By the way, I should point out something here.
03:36I'm going to edit this Swatch one more time, and you may notice here that
03:39there's no way to set a gradient's opacity.
03:42For example, you can't fade a blend from white to transparent.
03:46If you need that effect, take a look at the movie in an earlier chapter about
03:50the feathering transparency effects.
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Applying gradients
00:00In the last movie I talked about how to make a gradient swatch in the Swatches panel.
00:04Now let's look at applying gradients and stuff on your page and how to
00:08fine-tune those gradients.
00:09I have my brochure file opened from the Exercise folder and I'm going to jump to
00:13the first spread by pressing Option+Page Up or Alt+Page Up on Windows.
00:17Now I'm going to open my Swatches panel and I'm going to create two quick gradients.
00:21I'll open a New Gradient Swatch dialog box, and the first one I'm going to be is
00:26a Radial Gradient from white to black.
00:28I'll just call it black to white.
00:31It doesn't really matter.
00:32And I'll click Add.
00:34The second one is going to be a Linear Gradient that's going to be purple light to dark.
00:40Again, you can call these things anything you want, but this one's going to be
00:43Linear and the first one is going to be kind of a purplish color.
00:47Let's add little bit of black, little bit of cyan, kind of a light purple, and
00:52the last color is going to be another CMYK swatch, which is also purple, but a
00:58darker purple, much darker purple. There we go!
01:00I'll click OK and now we have both gradient swatches in the Swatches panel.
01:05Let's go ahead and apply those.
01:07I'm going to make this middle panel the purple light to dark, and I'm going
01:10to apply the black to white radial to this object over here which is actually inside a group.
01:15So I need to double-click on it to select it.
01:18Now I click on black to white and it fills it with the black to white gradient.
01:22Now I don't really like the way either of those look.
01:24So I want to fine-tune those a little bit.
01:27To do that I'm going to switch to the Gradient panel.
01:30If you don't see the Gradient panel in the dock you can find it in the Window
01:33menu under the Color submenu.
01:36The Gradient panel lets you apply local formatting to your gradients.
01:40In other words, if I select this purple gradient I can see that it goes from
01:44light to dark purple here.
01:46I can now tweak the gradient a little bit in all kinds of ways.
01:50For example, I can make it more dark purple by dragging the midpoint slider to the left.
01:55It immediately updates on my page as well.
01:58I can also change the angle of this.
01:59For example, I'd rather have this be 90 degrees.
02:02So I'm going to change the Angle field to 90 and hit Enter.
02:06Now the whole gradient has been rotated 90 degrees so it goes from bottom to top.
02:10If I wanted to flip that around I could click the Reverse button.
02:13So you have a lot of control over how this gradient sits inside of that frame.
02:18I like it kind of like that.
02:20Now let's turn our attention to this black to white Radial gradient.
02:23I'll double-click on that once again to select it.
02:25You can see that the Gradient panel shows that it's a Radial gradient and the
02:29center is 50%, right in the middle.
02:32Once again I can drag this to the left or to the right to change the effect
02:36pretty dramatically.
02:37However, in this case instead of futzing about with the Gradient panel I'm going
02:41to use the Gradient tool.
02:43Over here in the tool panel I can choose the Gradient tool and now I can simply
02:48click and drag over my gradient to change it dramatically.
02:52I'd click where I want the beginning point to be and I drag to where I want the
02:57endpoint of the gradient to be.
02:59So this is going to put the white in the center and the black out near the side.
03:04When I let go you see the effect.
03:06Radial gradients always take on the shape of the object or I should say the
03:10height/width proportion of the objects here.
03:12So it's going to be taller than it is wide.
03:15Sometimes it takes a few tries of clicking and dragging to get just the effect you want.
03:20Try clicking and dragging in different directions as well, and then you can
03:24start dragging this midpoint slider to fine-tune it.
03:27That's how you apply gradients to objects like frames, but you can apply
03:31gradients to text too.
03:32Let me jump back to the second spread with an Option+Page Down or Alt+Page Down
03:36and I'm going to zoom in on this word Design.
03:38I'd like to make this word a Design.
03:41To do that I'll switch the Type tool and select the word.
03:44Now I'll go to the Swatches panel and click on the Gradient swatch.
03:48It's hard to see here, because it's highlighted but if I deselect that I can see
03:52that it goes from light to dark purple.
03:54Just like we saw earlier if I want to fine-tune this I can use the Gradient
03:58panel or the Gradient tool.
04:00I'm going to select the Type itself, switch to the Gradient tool, and then drag
04:05from the bottom of the type to the top.
04:07Now when I deselect, I can see that it's taken effect.
04:10That looks pretty good.
04:12Blends are certainly the trickiest color feature in InDesign to get right, but
04:16practice fine-tuning them and using the Blend tool and the Gradient panel and
04:19you'll soon become a blend master.
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9. Frames and Paths
Editing frame and path shapes
00:00InDesign has a wide variety of drawing tools, including a fully featured Bezier
00:04Pen tool just like Illustrator.
00:06Now I wouldn't use InDesign to do a detailed technical illustration, but it's
00:11perfect for basic drawing such as most logos and relatively simple shapes.
00:15Let me I show you how it's done.
00:17I have my roux_ article document open from Exercise folder and I am just going
00:21to pan up to the upper left corner here, so I have some space to work with.
00:25Here in the tool panel there are several tools to let me draw shapes.
00:28For example, the Line tool which draws simple lines.
00:32Next down, a little bit more interesting is Bezier Pen tool.
00:36Here I can click and drag to get Bezier points and handles.
00:41And I will click and drag and you get the idea, you can make a Bezier line very quickly.
00:46You might use a line like this for text on a path.
00:48I will go to the Type in a Path tool and click on the edge of this path and just
00:53start typing some text.
00:57Now I can select all that with a Command+A or Ctrl+A on Windows I will make it much larger.
01:02You can see that it fits right along that Bezier path.
01:04Of course, in this case you can see the path because the path itself has a stroke on it.
01:09So I would have to select that with the Selection tool and turn off the Stroke.
01:13I will just apply a stroke of None here.
01:17Now even though I can't see that path right now I can still edit it.
01:20I would do that with a Direct Selection tool, the White Arrow tool.
01:24When I choose the Direct Selection tool and place my cursor over the path it
01:28highlights, and now I can choose a point or just drag a path.
01:33By dragging the segment between the points, it actually changes the curve.
01:38I can also change this path by going back to the Pen tool and then hovering the
01:42Pen tool over parts of the path.
01:44For example, if I drag over this part of the path here where there's no Bezier
01:48point, it changes into a little plus cursor that indicates that if I click or
01:53click and drag it's going to add a point.
01:55I will click, drag, and you can see that it's actually adding a point onto that curve.
02:02On the other hand, if I place my cursor over a position where there already is a
02:05point, it changes into a Pen tool with a little minus.
02:08That means it's going to delete that point.
02:11Click, the point goes away.
02:13Whenever you're editing paths with the Pen tool you can always hold down
02:16the Command key on the Mac or Ctrl key on Windows to switch to the last
02:20used Selection tool.
02:21That way I can actually drag these corner handles around or even move
02:26whole points around.
02:27When you let go of the Command or Ctrl key it switches back to the Pen tool.
02:32Let's draw some more paths.
02:33I am simply going to click out here and click a few times and you can see you
02:36can very easily get some very sharp cornered paths.
02:40When you're done, you can either Command+Click or switch to a different tool
02:45to finish the path.
02:47I'll draw another path down here, and then I am going to select both of those
02:50with the Selection tool.
02:53With two paths selected I can go to the Object menu and way down here at the
02:57bottom of the Object menu you'll find the Paths submenu.
03:01This lets you do all kinds of things to paths.
03:03For example, I could join both of these so they'd become a single path.
03:07InDesign looks for where they're the closest, and then it draws a line between them.
03:12Now that path submenu also lives inside a panel and if you are going to do a lot
03:16of things with Paths you should check out the panel.
03:19I will go to the Window menu, go down to Object & Layout and choose Pathfinder.
03:25This button here is the Join command which we just used, but there are a lot of
03:30other commands in here that you should know about.
03:32For example, you can open a closed path like a closed frame or you can close an open path.
03:39In this case, this is an open path, it doesn't close all the way and I can close
03:43it by clicking that button.
03:45Now it's a closed path.
03:46There are all sorts of other goodies in here.
03:48I just want to point out the Convert Shape buttons, because I find those really useful.
03:52For example, it's very hard to draw a perfect triangle in InDesign, but it's
03:57very easy to click this Triangle button.
04:00You can draw any shape, even a rectangle or an ellipse, and click that Triangle
04:04button and you will get a perfect triangle.
04:06Now as you can tell I am not the greatest artist, but I do find the Pen tools
04:11useful inside of InDesign especially when I already have a frame that I want to
04:16tweak a little bit, I want to make it a little bit more interesting.
04:18For example, this text frame down here, I'll zoom in on this so we can see it better.
04:24And I am going to close my Pathfinder panel.
04:26This is a regular of rectangular text frame and it's all very well and good, but
04:30it might be nice to give a little flair.
04:33So I'm going to choose the Pen tool and then place the Pen tool over the edge of this path.
04:38Now remember, whenever you place the Pen tool over the edge of a frame or a path
04:42it changes to the Add Point tool and now I can click and drag.
04:47And you'll notice that as I click and drag it changes the shape of this frame.
04:52It's still a text frame, the text reflows in that shape, but it's much
04:56more interesting now.
04:57Now if I really need a heavy-duty illustration tools, I can always switch
05:01to Adobe Illustrator.
05:02But in most cases when I'm just trying to make my design look interesting,
05:06InDesign gives me everything I need.
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Adding rounded corners and other corner options
00:00In the last movie I discussed how to change the shape of objects on your page.
00:04Here's one more way to change a shape, but here we are only going to be
00:08changing Objects Corners.
00:10I have my roux_flyer document open from the Exercise Folder.
00:14I'm going to zoom in here on the upper right corner and I want to change the
00:17shape of the corners on this object.
00:20I'll select it, go to the Object menu and choose Corner Options.
00:25The Corner Options dialog box let's me change the corners on each of the four
00:29sides of this rectangle.
00:30For example, right now all four sides are set to sharp edge corners.
00:35But if I click on this pop-up menu, you can see that I could change it a Fancy,
00:39a Bevel, Inset, Inverse Rounded or Rounded.
00:43Most people just go with Rounded and when I change that it affects all four
00:47sides because I have this Link button turn on.
00:51If you want it to affect some corners and not others, you can turn that off.
00:55So, for example, I'm going to have a sharp edge in the upper left, in the
01:00lower right and I'm going to have Rounded corners in the upper right and the lower left.
01:05Currently it doesn't look like any thing is rounded, because all of these
01:08are set to 0 Picas.
01:10You can think of this number as the radius of a circle that's placed up in that corner.
01:15For example, this one would be in the lower left corner.
01:18So if I change this to let's say 2 picas, it changes the radius of the curve to 2 picas.
01:24Let's change the upper right corner as well to the same value.
01:28That looks pretty good.
01:30I'll click OK, and take a look at my work.
01:32There is another more interactive way to change the corners as well.
01:35To do that click on this little yellow box in the upper right corner of your frame.
01:41When you do that it changes into a corner editing mode and you can see
01:45four yellow diamonds.
01:47Those yellow diamonds determine how each corner is going to appear.
01:51For example, if I drag this yellow diamond in the upper right corner of this
01:55frame to the left, you can see that it changes the radius for all four corners,
02:00including the one in the lower left corner.
02:02Of course the upper left and lower right is still sharp, there is no radius, so
02:07it doesn't affect them.
02:09If I want to change the radius for one single corner I hold down the Shift
02:13key, Shift+Drag lets me change the radius of a single corner without affecting the others.
02:20If I hold down the Option key or the Alt key on Windows, it changes the corner
02:24type, remember all those types we saw Fancy, Beveled, and so on.
02:28So if I Option+Click or Alt+Click on this diamond in the lower left corner it's
02:32going to toggle through each one of those in order.
02:35Now because I Option or Alt clicked, it changed all four corners.
02:39Let me the Undo that with the Command+Z or Ctrl+Z on Windows and instead I'm
02:43going to use Option+Shift or Alt+Shift, remember the Shift key means apply it
02:48to just this corner.
02:50There is my Fancy, there is that Beveled shape and in this case I am going to go
02:56all the way back to a Sharp Corner.
02:59One of the coolest things about this Corner Options feature is that it doesn't
03:03work only on frames;
03:04you can do it on open pads as well.
03:06Here let me show you.
03:07I am going to pan over to my Pasteboard here with Option+Spacebar or
03:11Alt+Spacebar on Windows, press W to jump out of Preview mode and I am just going
03:16to use the Pen tool to draw a nice sharp jaggy line.
03:20But may be these corners are little bit too sharp for my taste.
03:24So with the object selected with the Selection tool, I'll return to the
03:27Corner Options dialog box.
03:29And I can see that I can change this to a different value.
03:32Once again I'll choose Rounded and increase the radius to something large like 3 Picas.
03:39Now you see that InDesign makes those sharp corners rounded.
03:43Technically these are still sharp corners.
03:45I'll switch to the direct Selection tool and you can see that each of these
03:48points is still very sharp.
03:51I'll deselect it and then selected just that point and move it around.
03:55And you can see that even though it's sharp InDesign is constantly updating
03:59it to make it Rounded.
04:01These kinds of Corner Effects make it easy to create great looking layouts fast
04:05and even better, update or edit them later.
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Making polygons and starbursts
00:00Over here in the tool panel, hiding underneath the Rectangle Frame tool is a
00:04tool called the Polygon Frame tool;
00:07and if I choose that and start dragging out on my page, you'll see that it makes hexagons.
00:12Technically, to make a true hexagon you'd have to hold down the Shift key
00:15to constrain the height and the width, but you get the idea, you draw out a hexagon.
00:20To see it, I'm going to change its Fill to something like yellow.
00:23Now I don't know about you but I very rarely need hexagons, so I'm going to go
00:28ahead and delete that and I'm going to replace it with a different polygon, a
00:31more interesting polygon.
00:33I'll select it, delete it, and now to get my more interesting polygon, I'm going
00:38to double-click on the Polygon tool.
00:41When you double-click on it, it opens the Polygon Settings dialog box, and now
00:46you can choose how many sides you want.
00:48For example, I'll choose 12 sides, click OK, and now I've got a more interesting shape.
00:54Or I'll delete that;
00:56I'll double-click on it and change not just the sides, but the Star Inset value as well.
01:02When you increase your Star Inset, you're not making a regular shape like a
01:06polygon or a triangle or something, you're making a starburst.
01:10I'll increases this to 30%, hit OK, and start drawing, and you'll see that now I
01:16have a really interesting polygon, a starburst.
01:19Once again, I'll fill it with a color and that's looking pretty good.
01:23But what if I want to change that shape, maybe I have more points, so a larger
01:27inset, where you can do that by once again double-clicking on the tool.
01:32Up comes the Polygon Settings dialog box, I'll then increase this value to maybe
01:3618, and I'll change this Star Inset to let's say 50%, and click OK.
01:42Because this object was still selected on the page, it updates it with the new values.
01:47Granted, a fancy starburst like this might be out of place if you're laying
01:50out of scholarly scientific journal, but if you're doing a magazine or a
01:54catalog, and you want to really catch somebody's eye, these starbursts are
01:58just the ticket.
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Creating text outlines
00:00In an earlier chapter I've mentioned that I can't draw that well, fortunately
00:04we all have a huge library of cool shapes that somebody else drew for us, they are called Fonts.
00:11InDesign lets you convert any text from any font into editable paths.
00:15In fact, there are two ways to convert text to outlines, converting a whole
00:19frame or converting just some selected text.
00:22I am going to zoom in on this word ART here and we are going to see what happens
00:26when we convert it to text.
00:27First, I will double-click on this with a Selection tool to switch to the Type
00:31tool so I can select just the letter R.
00:34Then I'll go to the Type menu and choose Create Outlines.
00:39When you do that, you see that the text changes a little bit, the space between
00:43the R and that T got larger.
00:45That's because back when this R was actual text, it could kern properly with
00:49the T, it would adjust the space between the R and the T that was built into the font itself.
00:55Now that this R has been converted to outlines, it doesn't know anything about kerning;
01:00it can't kern in fact, so the spacing changes.
01:03We can see that this is actually an outline by selecting the Direct Selection
01:07tool and then clicking on the R.
01:10See all the Bezier points on there, now it's actually relatively rare that you'd
01:14want to convert a single letter or a single word into outlines within a text
01:18frame but there are times when you want to do it.
01:21For example, let's say I want to apply a particular Transparency effect just to that letter.
01:26I'll go up to the Effects menu and I'll choose Bevel and Emboss and you can see
01:31that now I've applied a Bevel and Emboss just to that one character.
01:35The outline text acts like its own object inside this text frame, so you can
01:40apply an effect to it without changing the rest of the text in the frame.
01:45Let's see the other way of converting text outlines.
01:47I am going to undo this just by pressing Command+Z or Ctrl+Z a few times to
01:52go back to the way it was and now I'm going to select the entire frame with a Selection tool.
01:57Because I have the whole frame selected when I go to the Type menu and choose
02:01Create Outlines, all of the text in that frame is converted to outlines.
02:04I will switch to the Direct Selection tool and you can see all three
02:08characters are converted to outlines and the spacing didn't change, it stays
02:13exactly the same as it was.
02:15People have different reasons for converting text to outlines.
02:17For example, sometimes you want to change the shape of text.
02:21I am going to deselect this by pressing Command+Shift+A or Ctrl+Shift+A on
02:25Windows, and then I am going to use the Direct Selection tool to drag some of
02:29these points around.
02:31You can see that you can change it to any shape you want.
02:33I can also use my Pen tool to add points, remove points and edit this and all kinds of ways.
02:40But one of the best reasons to convert text to outlines is to put something
02:44inside those outlines.
02:46For example, I will go back and choose this with the Selection tool, go to the
02:50File menu and choose Place and I am going to place a picture inside of here.
02:55I'll grab one of these pictures and click Open and you can see it immediately
02:58fills this with the image.
03:01It gives these letters a really interesting texture.
03:04I do not recommend people converting a lot of their text to outlines.
03:07For example, if your printer tells you that you should convert everything in
03:11your document to outlines, I suggest really grilling them on why.
03:16It's a very bad practice and almost always unnecessary.
03:20Plus you may lose some really important stuff when converting text outlines.
03:24For example, let me pan over here so we can see the text in this frame.
03:28If I select this entire frame, go to the Type menu and choose Create Outlines,
03:32the text does change, but look what happened.
03:36Now all that text changed to outlines, but I lost a lot in the process.
03:40The background fill of course disappeared, but even worse the line that was
03:44above this URL disappeared as well.
03:47That line was created with the Rule Above feature which is a future I will talk
03:51about in a later chapter, but because it was part of the text and because those
03:55Rule Aboves disappear when you convert to outlines, I've completely messed up my design.
04:01You really have to be careful when creating outlines, but for the occasional
04:04letter or word that may be some text that you want to apply some kind of special
04:08effect to, Create Outlines is great for that kind of thing.
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10. Managing Objects
Positioning objects with the Gap tool
00:00If you've ever taken a design or art course, you've learned to think both in
00:04positive and negative space.
00:06That is, the space between objects is just as important as the
00:09objects themselves.
00:11We've already learned how to move objects around on the page using the Selection tool,
00:14but InDesign has a Gap tool that let's you move objects around based on the
00:19space between and around them.
00:21The Gap tool is number four in the Tool panel over here, and in order to use it,
00:26you need to move it between objects.
00:29When you do move it onto your page, you'll see that an area of your page becomes gray.
00:34That indicates what is going to be moving when I click and drag.
00:38If I place the cursor on top of an object itself, it turns into a cursor saying
00:43nothing is going to happen,
00:44so I need to find a space.
00:46I'm going to click in the space between the edge of the page, and these objects.
00:51Note that the Gap tool sees that the two text frames on the left are aligned
00:56exactly, and so it's going to move of both them together.
00:59When I click and drag, you'll see that the Gap tool actually changed the size of
01:03each of those frames.
01:04I'll drag to the right, and it makes the frames larger.
01:08I'll drag to the left, and it makes them smaller again.
01:11So dragging with the Gap tool changes the size of the gap, by changing the
01:15size of the objects.
01:16Let me undo that with a Command+Z or Control+Z, and I'll show you how to change the
01:21gap in a different way.
01:22This time I'm going to hold down a modifier key.
01:25I'm going to hold down the Option key, or Alt on Windows.
01:29Holding down Option or Alt doesn't change the cursor at all, but it does
01:32change the behavior.
01:34Now when I click and drag, something different happens.
01:37It does not change the size of those objects; it simply moves them.
01:41What's great about this is it moves more than one object at the same time.
01:45I didn't have to select all of them to move them, or I didn't have to select one, and
01:49then move each one in succession.
01:50I simply Option+Drag, or Alt+Drag, and it moves all of the objects that
01:55are already aligned.
01:58Different modifier keys do different things.
02:01So holding down the Option or Alt key tells InDesign to move; holding down
02:05Command+Option or Control+Alt tells it move, and change the size of the gap.
02:11I'll move my cursor over here between the word Roux in this text frame.
02:15Notice that this gray bar goes all the way across the two-page spread.
02:19The Gap tool can see across spreads.
02:22Now I'm going to hold down Command+Option, or Control+Alt, and click and drag in this gap.
02:28You'll see that it's actually moving all three frames up or down, and by doing
02:32so, changes the size of the gap.
02:35Sometimes you don't want it to change all the objects just because they're aligned.
02:39For example, I'm going to undo that with a Command+Z, or Control+Z, and I'm going to
02:43place my cursor in between these two text frames. I see that
02:47that gray bar goes all the way across and I want to tell InDesign to limit the
02:52Gap tool to just the text frames on either side of the cursor.
02:56I don't want it to be changing that graphic at all.
02:59So I'm going to hold down the Shift key.
03:01The Shift key tells InDesign to constrain it only to the objects that are on
03:06either side of the cursor itself.
03:08So now Shift+Option+Command, or Shift+ Control+Alt, click, and drag, will move just
03:16those two, and it ignores the graphic.
03:18By the way, I implied this earlier, but it's worth saying explicitly that the
03:23edge of your page always acts as one of your objects.
03:26So if I want to change the space between the edge of the page, and this object,
03:30I simply place the cursor between the edge of the page and the object, and then
03:34I can hold down the Option key, and drag, and that lets me move the object based on the gap.
03:40Now, I admit all these modifier keys can be very confusing, but InDesign is all
03:45about offering options to make your life easier.
03:48The Gap tool is a terrific alternative to the Selection tool when it comes to
03:52moving a bunch of objects around on your page.
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Stacking objects
00:00Every object on your page is in a stack. It's like each object is a separate
00:04piece of paper on your Desktop, and you can move them above and below each other.
00:08For the more technically minded among you, this is also called the object's Z-order.
00:11For example, each object has an X and Y coordinate on the page, and also a
00:17Z-Order, which describes which object is on top of which.
00:20I'm going to talk about how layers help you organize your objects in the next
00:24movie, but for now, let's just focus on how objects stack up on the one layer
00:29that every document has: layer 1.
00:32Here in this brochure document from the exercise folder, I'm going to
00:35select this photograph in the upper right corner, and I want to change its stacking order.
00:39To do that, I go to the Object menu, and choose Arrange.
00:44Inside the Arrange submenu, I have several options, including Bring to Front, or Bring Forward.
00:49Because these last two options -- Send Backward, and Send to Back -- are grayed out, I
00:53know that this must be on the very bottom of my stack.
00:56There is no more down to go, but I can go up.
01:00I'm going to choose Bring Forward.
01:01Now, notice that it doesn't seem like anything happened.
01:05That's because the stack of all those objects is spread wide. That is, it
01:10moved on top of another object, but that object is not necessarily over by that photograph.
01:16For that reason, there was no visual difference.
01:18However, if we go back to the Object menu, and go to Arrange, and choose Bring
01:23to Front, now it moves all the way to the top of the stack, on top of all these other objects.
01:28Let's try moving it behind some objects.
01:30I'll go to the Object menu, choose Arrange, and say Send Backward, and you'll
01:35see it moved right behind one of the objects on my page.
01:38If I do it again, it moves down one more.
01:42Once again, I don't know what it moved behind, but it did move behind something.
01:47Now, what would be really cool is if we could get some kind of visual on these
01:50stacks, showing us exactly which objects are above or below others, and then
01:55allowing us to control it visually, instead of haphazardly with this menu command.
02:00And we're in luck, because InDesign does offer that.
02:03It's called the Layers panel.
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Creating and controlling layers
00:00I know people who never work with more than one layer in their InDesign document,
00:04and they manage all their objects using Send to Back, and Bring to Front.
00:08Now, there's nothing wrong with that, other than it will eventually drive you
00:11insane, especially in a complicated layout.
00:14No, no; it's much better to create multiple layers in your document, and then use
00:18them to organize your objects.
00:21Every document starts with a layer called layer 1.
00:24You can see that by opening the Layers panel here in the dock.
00:27There's layer 1, and all my objects are currently on that later.
00:32Let's start organizing this document by creating more layers.
00:35You can do that in a couple different ways. You could go to the Layers panel
00:38flyout menu, and choose New layer, or you could just click on the New layer button
00:43at the bottom of the Layers panel.
00:45When I make a new layer, I prefer it to hold on the Option key or the Alt key
00:49when I click on this button. That way it forces InDesign to open a New layer
00:53dialog box, and I can name my layer.
00:55I am going to call this Text, I will quick OK, and then make another one.
01:00I am going to call this Graphics.
01:02I will click OK by hitting the Enter key, or Return,
01:06and I now see that I have three layers.
01:09So how do I get my objects onto those layers?
01:12Well, I will select one of my objects on my page,
01:15and you'll see that in the Layers panel, this little blue square shows up.
01:19That little blue square is a proxy for whatever is selected on the page right now,
01:24and I can drag that blue square from layer 1 up onto the Text layer.
01:30When I let go, we can see that the blue square turned into a red square, and the
01:35object changed its color as well.
01:37The object itself didn't change, but the frame edge highlighting did.
01:42The edge highlighting always reflects the color of the layer.
01:46The Text layer right now is red, so this is red.
01:49Once again, this color changed does not change how this document will print, or export to PDF;
01:54it only changes it onscreen for reference.
01:57Okay; let's go move the other text frames.
01:59I will Click on this one, and Shift+Click on these others, and then drag that
02:03little proxy icon up to the Text layer.
02:05Now let's handle our graphics.
02:07I am simply going to select all of these graphics by Shift+Clicking on them, and
02:11drag that up to the Graphics layer.
02:14When I move those images up onto the Graphics layer, you can see that they moved
02:18on to top of the text. Of course, that's because the Graphics layer is sitting
02:22on top of the Text layer.
02:24So I'd like to move all of those graphics down to below the Text layer, and I can
02:28do that simply by clicking and dragging the Graphics layer down, down, down
02:32until I see the black bar between Text, and layer 1.
02:37I'll let go, and all the graphics move down as well.
02:41I see one more problem here, and that is this orange frame should be between the
02:45image and the graphic.
02:47So I am going to select that frame, and move it up to the Text layer.
02:50But now it's sitting on top of the text frame.
02:53That's not what I want either.
02:54I want to move it down, so it's between that text frame, and the graphic.
02:58So I will go back to my Object menu, and choose the Arrange submenu, and I am
03:02going to choose the Send to Back.
03:04In this case, Send to Back doesn't mean send behind all the objects; it just
03:08means send to the back of this particular layer,
03:11so it goes all the way to the bottom of the Text layer, which is behind that text frame,
03:16and the Text layer is on top of the graphics, so it looks perfect now.
03:20So this is looking pretty good, but the Layers panel gives us even more control.
03:24For example, I can click on these eyeball icons to hide and show objects on that layer.
03:29If I click on eye next to the Graphics layer, all the graphics disappear.
03:34I will turn that back on, and turn off the Text layer.
03:37On a complicated layout, when you are trying to manipulate certain objects, being
03:41able to would turn off all the non-important objects is really helpful.
03:46Another thing you might do if in a complicated layout is lock layers.
03:49For example, I can click in the second column next to the Text layer, and that
03:54locks all of the objects on that layer.
03:56I will talk about locking later in this chapter,
03:59but you can see that anything that's on a locked layer cannot be selected.
04:03I simply can't click on them. But if I click over here, I select the graphic on the
04:08layer below the locked layer.
04:09There are two more tricks about the Layers panel that I want to point out.
04:13One is, if I want to select all the objects on a particular layer, I can hold
04:17down the Option or Alt key, and click on that layer.
04:21So, for example, to select everything that's on the Text layer, I would first
04:25have to unlock it, and then Option+ Click or Alt+Click on the Text layer.
04:29That selects all the objects on that layer.
04:32The second trick I want to point out to you is that you can double-click on a
04:35layer to open the Layer Options dialog box.
04:38This offers all kinds of options. For example, I can change the Name, the Color,
04:43or even various behaviors.
04:44For example, I am going to turn off the Print Layer checkbox. Now with this
04:49layer will display on screen, but if I print, or export a PDF, it won't be there.
04:54That text will just disappear.
04:56I will click OK, and you can see an indication of that, because the word text --
05:00the name of the layer -- is in Italic. Italic layers mean they're nonprinting.
05:06As you can see, building and using layers isn't required, but it really helps
05:09you organize your documents.
05:11But whether you use lots of layers, or only one, the Layers panel has one more
05:15trick up its sleeve: it lets you see and manipulate your stack of objects inside
05:20the layer by clicking this little twirly triangle.
05:23In the next movie, I'll explain how best to use that newfound power.
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Managing objects in the Layers panel
00:00As we saw at the end of the last movie, InDesign provides a list of every object
00:04on each spread in the Layers panel.
00:06You can find that by going up to the Layers panel, and clicking on the little
00:09twirly triangle next to the layer name.
00:12At the end the last movie, I reverted my document, so now I'm back to the
00:16original document that has only one layer in it.
00:19So why don't I go ahead and create one more layer by Opt+Alt+Clicking, and typing Text in it.
00:24I'll click OK by pressing Return or Enter, and I'm going to move all of my text
00:29frames up onto that layer.
00:32The names listed under the layer in the Layers panel give me a clue about what
00:36the object is. For example, rectangle is going to be one of the unassigned
00:40rectangular shapes on my page.
00:42Text frames are a little bit different.
00:44Text frames listed in the Layers panel shows you a little piece of the story;
00:48just the beginning of the story, so you can identify what's what.
00:52Graphics, on the other hand, actually list out the name of the picture;
00:55the name of the file as it appears on disk.
00:58So in this case, I want to place all my text frames on my new layer,
01:02so I am going to select them in the Layers panel.
01:05I'll select the first one, and then hold down the Command key on the Mac, or
01:08Control key on Windows, and select the others.
01:12The Command or Control key means select discontinuous items in a list; that is,
01:16items that are not next to each other.
01:19Now I can drag all of these up to the Text layer, but first I have to open the
01:23Text layer twirly triangle, so that it can receive them.
01:26I'll drag them up until I see that dark black bar, let go, and all of them are
01:32now moved up to the Text layer.
01:33I am also going to move this orange frame down here,
01:38so I select it on my page, and I can see that it's highlighted -- it has this little
01:42blue Proxy square there --
01:44and that's how I know which item it is inside my Layers panel.
01:48It might actually be helpful for me to change this from rectangle to some other
01:51name, and you can do that in the Layers panel by click, pause, clicking on it.
01:56I know that sounds a little bit strange,
01:59but that's the standard for renaming things. Click, pause, and then click. It
02:03highlights, and I am going to this call this orange box.
02:07That way I'll always know what it is. I'll press Enter, or Return, and now I can
02:11drag this up to my Text layer as well.
02:14Unfortunately, I dragged a little bit too high, so it's on top of this text
02:18frame. I'll drag it down a little bit, so it's underneath that text frame. Here we go.
02:24If you're familiar with Adobe Illustrator, you probably know that Illustrator
02:27calls each of these things sublayers.
02:29I don't understand why;
02:30to me, they're just Objects. Objects on a layer.
02:33There are few more things I can do inside the Layers panel that I want to show you.
02:38First, if I can't easily select an object on the page --
02:41for example, perhaps it's behind other objects, and it makes it difficult to
02:44select -- it's easy to select just by the clicking on this little box on the right column.
02:49So, for example, this selects that text frame, or if I want to select this
02:52image, I can simply click on that, and that image is selected on the page.
02:57Also, I can hide objects on the page just by clicking on the little eyeball next to them.
03:02So, for example, if I don't want to see this Studying at Roux text frame, I can
03:06simply click that button, and it disappears.
03:09That way I don't accidentally click on it, and I can work on objects that are behind it.
03:14Click the button again, and it comes back.
03:17As you can probably tell, I'm a fanatic for having total control over each and
03:21every object on my page.
03:23After all, without control, how can you manage your design?
03:27This ability to expand the Layers panel will really help you, especially when
03:31you're working with complex layouts.
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Grouping and locking objects
00:00When you have two or more Objects that need to stay together on your page,
00:04consider grouping them.
00:06For example, I am going to zoom in on this page, this flyer document from my
00:09exercise folder, and I see that I have two different frames here: this frame, and this frame;
00:15this one has text on a path.
00:17I don't want one to move without the other, so I am going to select one, and then
00:21Shift+Click on the other.
00:22They are both selected, and now I'm going to go to the Object menu, and choose
00:26Group, or press Command+G or Control+G. You can always tell a group on your page,
00:31because it has a dashed line; dashed lines mean these are a group,
00:36and if I drag one of those objects, the other object moves too. They
00:40always move together.
00:41In fact, InDesign treats this group as a single object.
00:46Grouping is great, but it does come with one limitation that you should know about.
00:50All the objects in a group have to be on the same layer. If they're not on the
00:54same layer, grouping them will put them on the same layer.
00:57So unfortunately, you sometimes have to give up one form of organization, layers,
01:02for another, grouping.
01:04Another thing you might want to do on the objects on your page is lock them.
01:08While this group is selected, I'll go to the Object menu, and choose Lock, or
01:12press Command+L or Control+L. Now if I try and I click and move this group, or the
01:17objects inside of it, it doesn't move.
01:19In fact, I can't even select it. I'm clicking, and dragging; clicking, and clicking,
01:23and it simply will not be selected.
01:26I'll go ahead and do the same thing to this text frame.
01:28I'll select it, go to Object, choose Lock, and you can see that it deselects,
01:33because objects that are locked cannot be selected.
01:36Now, if I do want to unlock these Objects, how do I do it?
01:39Well, there's a couple ways.
01:41One is to go to the Object menu, and choose Unlock All on Spread, or press
01:45Command+Option+L, or Control+Alt+L. That unlocks everything on the spread, so you
01:51can start moving it again.
01:52Let's go ahead and lock those, because I want to show you a different way.
01:55The second way you can unlock objects is to click on the little lock icon that's
02:01attached to the object.
02:02Right now you can't see that lock icon, because we're in Preview mode.
02:06All of the adornments attached to objects are invisible in Preview mode.
02:10But if I press the W key to jump out of Preview mode, you'll see this little
02:15tiny blue lock icon in the upper left corner of each of these objects.
02:19If I place my cursor on top of that lock icon, the cursor changes to indicate
02:24that when I click, it will unlock an Object.
02:27I'll go ahead and click it, and you can see that it unlocks it.
02:31The third way to handle locked objects is in the Layers panel.
02:34I'll go ahead and open the Layers panel, and twirl open the type layer that I see right here.
02:39You can see that this group in the type layer is locked.
02:43It has a lock icon in the lock column.
02:45I'll open up that twirly for the group, and you can see that there are two
02:48objects in this group; those are the two that I just grouped together, and they
02:52both have lock icons next to them.
02:54To unlock this group, I simply click on the lock in the lock column,
02:58and now all of those objects are unlocked.
03:00That means I can come over here, and select the group again.
03:03You don't have to lock or group objects,
03:05but these features do make it much easier to lay out your projects faster.
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Nesting objects
00:00Here's a wacky concept that you have to get into your head before you really
00:03become an InDesign expert:
00:05you know that text and graphics both go inside frames, right? But did you know
00:09that you can actually put any object inside of a frame?
00:12In fact, you can put a whole frame inside another frame.
00:15This concept is called nesting, and it turns out to be crucially important for a
00:20wide range of effects.
00:21Let me show you an example.
00:23I'll select this text frame inside this exercise file, and I'm going to cut it to the clipboard.
00:30Now I'm going to select this circle that has text on it, and I'm going to go
00:33back to the Edit menu, and I won't choose Paste; I'm going to choose Paste Into.
00:38Paste Into is the main trick for nesting one object into another.
00:43You'll see that I now have a text frame inside of this circular frame.
00:48If I want to select that frame inside the other frame, the easiest way to do it
00:52is to go to control panel, and select the Select content button;
00:56that's the little button that looks like a Martian with a down arrow.
01:00That means select the content inside the frame.
01:03If I want to go back and select the container of the frame -- the circular frame --
01:08I would click the one that has the up arrow.
01:11Now, this is sort of a frivolous example, because you probably wouldn't put that
01:14text inside this circle.
01:15Let me show you an example of a cool special effect that you might want to do.
01:19I'm going to zoom in on this text down here, and I'll select this text frame, go
01:24to the Type menu, and choose Create Outlines.
01:27Now I don't have a text frame anymore; I have an outline of this word, and I'm
01:32going to move this text frame up, so that it sits behind it.
01:36I'll resize it, so that it fits right on top of that word, Roux.
01:39Let's go ahead and put this text frame behind this blue word by going to Object
01:43> Arrange > Send to Back. All right!
01:47Now, I'm going to copy this; instead of cutting it, I'll simply go to Edit menu,
01:51and Copy this to the clipboard, select my outlines, and use Paste Into.
01:57Now, it doesn't look like anything changed, because when it pasted, it pasted an
02:01exactly the same place, so its pin registered together.
02:04Now, to create my special effect, I need to select the text frame that's
02:08inside that blue word.
02:10So to do that, once again, I go up, and I click the Select Content button.
02:15Now the text frame is selected inside there, and I'm going to change that text to white.
02:20I'll go to the Swatches menu, click the formatting effects text button -- that's that
02:24little T -- and click Paper.
02:27You can see that the text inside that frame is now white, but the text behind it is still black.
02:32Cool effect, huh?
02:33Well, it doesn't have to stop there.
02:36I'll go ahead and select both of these objects; both the text frame, and that
02:40blue outline, and I'm going to group them together.
02:44If you want a nest more than one object into another object, you have to group
02:47them, because technically, you can only nest single objects into a frame.
02:52So I group these together, I'll cut them to the clipboard, I'll draw out an
02:57elliptical frame, and then I'll use Paste Into.
03:02So now I have an ellipse, and inside the ellipse, I have a group; inside the
03:08group, I have some blue text; and then inside that blue text, I have a text
03:12frame with white text.
03:14As you can see, nesting object inside other objects can really get out of hand,
03:18but it's extremely helpful for a wide range of really cool layout effects.
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Aligning and distributing objects
00:00Whenever you have two or more objects on your page, you need to think about the
00:04relationship of those two objects.
00:06Stacking order is one kind of relationship; that is, which is in front of the
00:09other. Another kind of relationship is aligning, or distributing objects on the page.
00:14For example, how do you make objects align just along their left edges?
00:19Let's zoom in on this page, and see if we can line up these objects.
00:23As I drag one of these objects around, you will see little green lines
00:27flashing on and off.
00:29Those green lines are smart guides, and smart guides make it really easy to line up objects.
00:35When I drag this image, so that it's aligned with the image on its left, I see a
00:39green line across the top of both objects.
00:42Now I know that they are snapped right to align along their tops.
00:46I will drag this image over to the left, and when they are aligned on their left edge,
00:51I see a green line going right through their centers.
00:54Technically this means their centers are aligned, but because these objects have
00:58the same width, I know that means their left edges are also aligned.
01:02Finally, I will drag the fourth object over, until I see two green lines; one
01:06going through the middle of the one above it, and one going across the top of the
01:10object to the left of it.
01:11That means it's aligned with those objects.
01:14You can also use smart guides to adjust the distribution of space between objects.
01:19For example, I will drag this object up until it's aligned with the one to its left.
01:24Now I am going to drag the one between these to the left and right until I see two arrows.
01:30You see those green arrows just below the images? They are double headed arrows;
01:35a little bit hard to see, but when you see those,
01:37that means that there is equal space to the left and to the right of this image.
01:42Smart guides are great for aligning two or three things, but if you have a lot
01:46of objects to align,
01:47it's much easier to use the Align panel.
01:49For example, let's say I want to align all these images up against their left
01:54edges with one click.
01:55I'll move them around, so that they're roughly in the right place, and then I
02:01will select all four of them by Shift+Clicking.
02:04Then I'll go to the Window menu, choose Object and Layout > Align.
02:10The Align panel gives me a number of options for aligning and distributing my objects.
02:14It's all very visual; very intuitive.
02:17To align these on their left edges, I would click on this first button: Align Left.
02:22One click, and they're all aligned.
02:24Next I want to distribute the space between them equally, so I have the same
02:27amount of space between each one.
02:29To do that, I simply click on the Distribute Spacing button.
02:33The top and bottom objects remain exactly where they are, and all the other
02:37objects move, so that we have equal space between them.
02:40Sometimes it's helpful to specify a specific amount of space that you want between them.
02:45For example, maybe I want exactly one centimeter between each of these objects.
02:49To do that, I need to turn on the Use Spacing checkbox, and I will specify my amount here.
02:55I will say I want 1cm.
02:57Now I'll click on the Distribute Spacing again, and I know that I have exactly
03:01one centimeter of space between each object.
03:04Here's one more alignment trick. I will zoom out a little bit, with the
03:08Command+Hyphen, or Control+Hyphen to zoom out.
03:12I am going to move these objects around to get them out of alignment again, and
03:15this time I want to align them right on this second one.
03:18I will select all four of these, and I could go over to the Align panel, and click
03:23on the Align to Top,
03:25but the Align to Top always aligns to the topmost object of that group.
03:29Align to Bottom always aligns to the bottommost object on that group.
03:33What if I want to align to one of the objects in the middle?
03:36I want this one to stay stationary, and the other ones to move.
03:40To do that, I need to go over to the Align panel, and click Align to Key Object.
03:46This is a new feature in InDesign CS6: Align to Key Object.
03:50You'll see that one of these objects is selected: this one in the lower right
03:54corner. It has that big, thick, red line around it.
03:57But if I click on a different object in this group -- there we go --
04:00now it's highlighted.
04:01So any alignment I make now will align to that object.
04:05I'll choose Align to Top;
04:07there we go. All four of them align to this object.
04:12I love InDesign, because it gives me incredibly precise control over every object
04:16on my page, which is exactly what I need to build high-quality documents.
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Understanding text wrap
00:00How do you get text to run around something else on your page?
00:04For example, I'll zoom in here, and I would really like this text to wrap
00:07around this guy's head. How can I do that?
00:11Well, I need the Text Wrap panel, and I can find that in the Window menu.
00:16I'll choose Text Wrap, I'll select the image that I want to cause the wrap, and
00:21then I'm going to choose one of these Text Wrap options.
00:23But first, I want to point out that this image is actually underneath the text frame.
00:28That's okay;
00:29InDesign can do Text Wrap whether the image is behind the frame, or on top of it.
00:35The first button in the Text Wrap panel means no wrap.
00:38There's no Text Wrap going on right now.
00:40If I click the second button, it means wrap around the graphic frame; the whole frame.
00:45Now, that's probably appropriate when you have a rectangular image,
00:49but in this case, it completely doesn't work.
00:52So I want the third button: wrap around the object's shape.
00:56It doesn't look like anything changed here, but technically, InDesign is now
00:59wrapping around the shape of the object.
01:01Unfortunately, the object is the image itself, and the image is a rectangle.
01:05Images are always rectangular,
01:07so we need to tell InDesign, don't wrap around the image; wrap around
01:12what's inside the image.
01:13That is, the figure of this person's head.
01:16We can find that by changing the Contour Options pop-up menu.
01:20Right now it's set to Same as Clipping.
01:23This image doesn't have a clipping path, so that doesn't help us.
01:26We could choose Graphic Frame,
01:27and that definitely wouldn't help us, because the frame is a big rectangle too.
01:31No; what we want is Alpha Channel, or Detect Edges.
01:35Detect Edges asks InDesign to find the edge around this person's head.
01:41But in this case, we have an Alpha Channel.
01:43Alpha Channel is a technical way of saying the transparency.
01:47This image has transparency.
01:48It's obvious; you can see right behind him,
01:50so we can choose Alpha Channel.
01:52As soon as we choose that, we can see that the text wraps around the Alpha
01:57Channel of the image.
01:58This thin red line is the text wrap contour.
02:02It's slightly pushed away from his head, because there's a value applied here in
02:07the Text Wrap panel.
02:08Right now it's set to 3.175 millimeters.
02:12If I set this down to 0, and hit Enter, you can see that it goes all the way in
02:16to the edge of his hair. That's too tight,
02:19so let's bring it out.
02:20If I bring it to 10 millimeters, it's way out here away from him. That's too wide,
02:26so let's bring it back to about 3 millimeters.
02:28The cool thing about this text wrap contour is that we can actually edit it
02:32manually if we need to.
02:34We'll do that by choosing the Direct Selection tool, and as soon as we do that,
02:38we see all the points on that path.
02:41Obviously, moving those one at a time is really a hassle,
02:44so you're not going to want to do that a lot,
02:46but it's nice that you could. And you'll see that as soon as you do that, the
02:50Contour Type changes to User-Modified Path.
02:54Okay; let's look at some of the other options in the Text Wrap panel.
02:57I'm going to pan over here, so that I can see this image, and I'll drag this
03:01image, with the Selection tool, onto my page. There we go; on top of this text.
03:07I'm going to scale this down a little bit, or I'll resize this a little bit,
03:11so I can see text flows on both the left side, and the right side.
03:15That's a little bit weird.
03:16A lot of people don't like having the text flow on both the left and the right side.
03:20But you can control that by going to the Text Wrap panel, and change Wrap To,
03:25from Both Right & Left Sides, to just the Right, or just the Left Side.
03:30However, the option that I usually use is Largest Area.
03:34Largest Area is nice, because if I move this a little bit to the left, there's
03:37more area on the right, and so the text flows there.
03:40If I move this over to the right, then it flows around the left side of the image.
03:45You can see this thin red line in a rectangle around that.
03:48Again, that's the text wrap contour, and sometimes we want to have more text wrap
03:53on one side than the other.
03:55To do that, go to Text Wrap panel, turn off this little link icon, and then you
03:59can set the left, right, top, and bottom separately.
04:02For example, I'll change the bottom to 0.
04:08Now the text flows a little bit closer.
04:10Okay; what are these last two buttons in the Text Wrap panel?
04:13Well, the first one means Jump over the Object.
04:17That means there should never be any text on the left or the right side.
04:21Whenever I move this, you'll see that the text flows right over it.
04:24It jumps right over it.
04:26The last button means skip to the next column.
04:29In this case, it's forcing the text right out of that text frame,
04:32but if I move this to the left column, you'll see the text goes up to it, and then
04:36forces it into the next column.
04:38I find that both of these options -- the jump over, or push to the next column -- are
04:42really most helpful when laying out books.
04:45So it's great that text wrap forces text to run around an object,
04:49but sometimes it can get you into trouble.
04:51I'm going to move down here to the lower right corner of this page, and I can
04:55see that I have a caption, and I'm going to move that caption down on top of the image.
05:00What happened?
05:01Where did the caption go?
05:02Well, I can see that there's a little red overset mark here, which means that
05:06all of that text was forced out of the frame.
05:09The reason is, this image has text wrap.
05:12I need the text wrap to be on, because I don't want this text up here to flow
05:16on top of the image,
05:17but I don't want the text wrap to affect the caption here.
05:21Fortunately, InDesign let's you make an exception to text wrap.
05:25So while this text frame is selected, I'll go to the Object menu, and choose Text
05:29Frame Options, and one of the options hiding in here is Ignore Text Wrap.
05:35When I turn that on, and click OK, this text frame will never be affected by
05:39text wrap on my page.
05:40Now, these text wrap features do take some getting used to, but I love the way
05:45that the text wrap feature let's me precisely manage where my text will and
05:49won't flow on the page.
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Using anchored objects
00:00This graphic has been placed on my page, and given a text wrap, so that text
00:04flows right past it.
00:05If I double-click in this text to switch to the Type tool, I can drag over it, and
00:09you can see that the text is one stream, right over the image.
00:14It looks pretty good right now, but what if I need to edit the text?
00:18It's imperative that that graphic and the caption underneath it stay together.
00:22But if I come over here and just grab some text and delete it, well, we have problems.
00:28The text moved, but the graphic didn't. How can we tell the picture to move
00:32along with the text?
00:34Well, to do that we need an inline, or an anchored object.
00:37Let me undo what I just did with a Command+Z, or Control+Z, and I am going to turn
00:42this object into an inline object.
00:45To do that, I am first going to give it its own line to sit on.
00:48So I'm going to click at the end of this paragraph, and just press a Return.
00:52I want that graphic to be on that line, as though it were text.
00:56To do that, I am going to choose the Selection tool, click on the image itself,
01:00and cut it to the clipboard.
01:03Now I am going to switch back to the Type tool, place the cursor inside that
01:06blank line, and paste.
01:10When you cut or copy with the Selection tool, and then paste with the Type tool,
01:14the object becomes an inline object;
01:17it's sitting there right on that paragraph.
01:19Now, it doesn't look quite right, of course, and that's because this paragraph has
01:23an absolute leading. I talk about leading in a later chapter,
01:27but for right now, I am just going to point out that I can drag over that line
01:31with the Type tool, and change the leading here in the control panel from an
01:35absolute 15 to an Auto leading.
01:38Auto leading is great for inline objects, because it says, just take however much
01:43space you need; I'll move the text around to make it fit.
01:45Also, I am going to make this paragraph centered by going to the right side of
01:50my control panel, and clicking on the center alignment button.
01:54That looks much better.
01:56Now this object is inline, so if I make that same kind of edit, like taking out
02:01a bunch of text, it flows with the text.
02:04If I add text -- I'll just type a bunch of gibberish here --
02:07you'll see that as I'm typing, it's moving down.
02:10Let's look at another example.
02:12I am going to press Option+Page Down, or Alt+Page Down, to go to my next spread,
02:16and I'm going to zoom in on this part of this page.
02:20I have an object out here in the margin, and I'd like to make that an inline object.
02:24I want to put it right into this paragraph up here.
02:27Instead of using the cut and paste method, I am going to show you a
02:30slightly different method.
02:32See this little blue box in the upper right corner? If I hold down the Shift
02:35key on my keyboard, and drag that box into the text, you'll see a black line
02:41show up wherever I drag.
02:42That black line means this is where it's going to be anchored, or placed inline,
02:47as soon as I let go of the mouse button.
02:49For example, if I put it right before this word, Memling, you will see that it
02:53gets anchored, or inline right there.
02:55Let me pan down a little bit, so we can see this better.
02:59Now, in this case, I want the object to be really small, like a little icon before
03:02that word, so I'm going to drag this down to be the proper size.
03:07Once again, I am going to switch back to the Type tool, place my cursor in the
03:11text, and just type a little gibberish.
03:13That icon moves along with the text, because it really acts as though it were a
03:18single character in the flow.
03:20But what if I don't want that object inline inside the text moving around?
03:25What if I want to have it outside of the text frame, in the margin where it was originally?
03:29To do that, I need to turn it into an anchored object; not an inline object.
03:34I am going to press Command+Z or Control+Z a few times to go back to where it was
03:38before I anchored it,
03:39and I am going to move it into position.
03:43Now, instead of holding down the Shift key while I drag the little anchor box,
03:46I'm simply going to drag the anchor box with no modifier key.
03:50I still get that little black bar, but it does something different.
03:53I am going to let go of this right before the word V, at the beginning of the
03:57paragraph, and when I do that, you'll see that that little blue box turns into an anchor icon.
04:03That anchor icon says that it's an anchored object in the text flow, and its
04:07anchored right into that position I placed it, before the T.
04:11While inline objects can only be inside of a text frame, an anchored object can
04:15go anywhere I want. I can drag this anywhere; outside the frame, inside the
04:20frame, doesn't matter,
04:21and the cool thing is, as I type in here -- I'll just type a bunch of gibberish --
04:25you'll see that that thing keeps moving down. It's anchored to that position in the text.
04:31If I delete all of that, it moves back up.
04:34Now I am going to use the Selection tool to drag a little bit further in, so it's
04:39covering up some of that text.
04:41I obviously don't want it to cover up the text entirely, so I'll go to the
04:44Window menu, choose Text Wrap, and turn on text wrap for that object.
04:48I want the text to flow around the object, so that I can see the icon, and the text.
04:53Well, the text wrap is doing something very strange here.
04:57This is a quirk in InDesign. You just have to understand how it's going to work,
05:01and you can work around it.
05:03When you apply a text wrap to an anchored object in InDesign, you have to
05:06understand that it only applies to lines after the line that it's anchored in.
05:11So in this case, this icon is anchored before that letter T, and so it will not
05:16apply to that whole line.
05:18It does apply to all the lines after it, but it doesn't apply to that line, or
05:22any lines before where it's anchored.
05:24So if I want this to work, I need to reposition the anchored object, and I am
05:28going to do that by dragging that little anchor icon out, and I am going to put
05:32it at the end of the previous paragraph.
05:36Technically, it's anchored after this word, Ursula, but it's still positioned out here.
05:41So as this text is edited, the icon will continue to flow with it, but it
05:45text wraps properly.
05:47One last thing I should point out about these anchored objects. and that's how to
05:50get them unanchored again.
05:52To do that, I simply select the Anchored Object, go to the Object menu, and choose
05:57from the Anchored Object submenu, Release.
06:00That object is now no longer anchored in the text.
06:03Now, there is a lot more you can do with anchored and inline objects in your
06:06documents, but the important thing is to see that you can quickly set up these
06:10relationships between text and objects.
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11. Transforming Objects
Duplicating objects
00:00In the old days, when we needed a copy of something on our page, we used to drive
00:04downtown and buy a photostack.
00:07Fortunately, it's a little easier now.
00:09There are more than a dozen ways to duplicate your text frames, graphic frames,
00:13and other items in InDesign. Here are just a few.
00:16My favorite way to make a duplicate of an object in InDesign is to hold down the
00:20Option or Alt key, and drag an object.
00:24Here I'll hold down the Option or Alt key, and drag this caption down, and when I
00:29do that, it automatically makes a duplicate of it.
00:31Now in this case, I'd like my duplicate to be exactly lined up with the first.
00:36So I am going to delete that, and instead of holding down Option or Alt, I am
00:40going to hold down Option and Shift, or Alt and Shift, and drag this object down.
00:45That way it stays in perfect alignment horizontally, or vertically.
00:50Now I could edit that text if I wanted to, but I am going to move on, and show
00:53you another way to duplicate that object.
00:55I am going to delete this one that I just created, go back and select
00:59that caption one more time, and I'll duplicate it by going to the Edit
01:02menu, and choosing Duplicate.
01:04Now, an interesting thing happened.
01:07Not only did it make a duplicate of that object, but it did it with exactly the
01:11same offsets as the last duplication I did.
01:14It remembered; isn't that cool?
01:16That turns out to be really useful in other ways, too.
01:18For example, if I go to another page, like page 3, and select this frame, and
01:24choose Duplicate, it moves it in exactly the same way as it did on the first page.
01:30Okay, let's go back to page 1, and do a couple more duplications.
01:33I am going to select this white line at the top of the frame.
01:37It's on the master page, so I need to override it by holding down Command+Shift,
01:41or Control+Shift on Windows.
01:42When I click on it, it overrides it, and now lets me duplicate it.
01:47This time I want a whole bunch of these lines,
01:49so I am going to go to the Edit menu, and I won't choose Duplicate, but
01:52instead, Step and Repeat.
01:55Step and repeat is a great way to make a lot of duplicates at the same time.
01:59You can either make it in one direction, or as a grid.
02:02In this case, I only want it to go down the page, so I'll turn off Create a grid,
02:06and I am going to specify how far down I want each line to go.
02:10I am just going to type in 1 centimeter here. It'll convert that to pixels for
02:14me, and I'm going to start increasing this account by clicking on this up arrow.
02:18As I do, it starts adding duplicates.
02:22I'll just take a shortcut here, and type in how many I want; how about 25?
02:26Hit Tab to jump to the next field, and you see that it fills the whole page with these lines.
02:31I'll click OK, and I can see all my lines are created.
02:34Let's try another step and repeat.
02:36This time I'm going to create my own object. Maybe I'll just make a square on
02:40my page, and I'll fill it with this purple color, or you can pick any color you
02:43want out of here; maybe something a little bit better, like this yellow. How about that?
02:47Looks nice.
02:48Now I am going to duplicate this,
02:50so I'll select it with the Selection tool, go to Step and Repeat, and this time, I
02:54am going to turn on Create as a grid, and you'll see that it remembered that I
02:58want 25 at these same offsets, but that's not what I want to do here.
03:02I am going to start off by just doing a grid of 2 by 2, and I am going to set the
03:07Offsets to about 100 pixels each.
03:09I am just tabbing through from one field to the next.
03:14That looks pretty good, but I'd like a little bit more space, so maybe I'll up
03:18this to about 110 pixels.
03:19There we go; looks good.
03:23Once I have the effect the way I want, I can increase the Rows, maybe by 6 by 6, or
03:28perhaps one more column; 6 by 7. Looks good.
03:32Click OK, and I have my grid.
03:35Now, everybody knows you can do copy and paste to make a duplicate of an object,
03:39but sometimes it doesn't put it exactly where you want.
03:41For example, I'll deselect everything here with a Command+Shift+A, or
03:45Control+Shift+A on Windows, and then I'll select my image, and one of these captions.
03:50I am going to go to the Edit menu, and choose Copy, and then go to page 2, and paste.
03:56But when I paste, it always centers it on my screen; not on the page, but
04:01centers it on the screen.
04:03In this case, that's not where I want it. I want it to be in exactly the same
04:06place as it was on page 1.
04:08So I'll delete that, and instead of choosing Paste, I am going to choose
04:12something slightly different.
04:14Here in the Edit menu, I'll choose Paste in Place.
04:17Paste in Place tells InDesign to remember where it was when I copied it, and put
04:21it in exactly the same place.
04:24Are you ready for one more way to duplicate your objects? All right!
04:27I am going to deselect everything, and select this caption.
04:31Now I am going to go up the Control panel, and in the Y field that determines how
04:36far down on the page this object is, I am going to replace this with a different
04:40value; let's say 400 pixels. But instead of hitting Enter or Return, like I
04:45normally would to have InDesign move it 400 pixels, I'm going to hold down
04:49Option or Alt while pressing Return or Enter.
04:53You remember what Option or Alt means, right?
04:55It means make a duplicate of it, and that's, in fact, exactly what's going to
04:59happen here. Option+Return or Alt+Enter moves it down, and duplicates it.
05:06That Option+Enter or Alt+Enter trick works in all the fields in the control
05:09panel, which, as we'll see later in this chapter, turns out to be really useful.
05:14Knowing more than one way to perform the same task in InDesign is helpful, not
05:18just because you can impress your friends, but because the more ways you know
05:21how to do something, the more likely you are to use the most efficient technique
05:25in any given situation, especially when under deadline.
05:29In the next movie, we are going to look at one more brand new in CS6 method for
05:33duplicating objects, and this one could knock your socks off.
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Collecting, conveying, and placing content
00:00As you're working, you'll often find that you need the same content in more than one place.
00:04You know you can copy and paste it, but sometimes that's clunky and slow,
00:08especially if you need to grab a bunch of frames from one document, and lay them
00:11out differently in another document.
00:13That's where the content collector shines.
00:16I have my brochure document open right now, and I want to grab some of this
00:19content, and lay it out slightly differently in a new document over here;
00:23this letter-size flyer.
00:26To do that, I am going to go back to my brochure, and choose the
00:29Content Collector tool.
00:30That's the fifth tool over here in the Tool panel, and when you click on it, or
00:34press the letter B to select it, up comes the content conveyor at the bottom of the screen.
00:40This big gray box is where all the objects are going to be stored temporarily, so
00:45that I can place them in the other document.
00:47Now, there is technically two tools involved here: the Content Collector, which is
00:52down here, and the Content Placer, over here.
00:55You can also select those in the Tool panel, just by clicking and holding for a moment.
01:00Again, two tools: the Content Collector, which lets me pull up objects into the
01:04conveyor, and the Content Placer, which will let me place those conveyor objects
01:08down into my new document.
01:10I want the collector tool right now, of course, so I'm going to select that, and
01:14then, when I place that on top of any object inside my document, it highlights,
01:18saying this is available for putting into the conveyor.
01:21I'll click on it, and you'll see that it shows up in the conveyor.
01:24There is various ways of getting objects into the conveyor. One is by clicking;
01:29another is by clicking and dragging.
01:30For example, I'll click and drag on the pasteboard over here, right over pretty
01:34much everything on the right side of that page.
01:37And as soon as I let go of my mouse button, you'll see all those objects are
01:40added into my conveyor as a set.
01:42It's a set of, in this case, six different objects --
01:45I could tell there are six, because there is a little blue 6 at the top here --
01:48and those six objects are in a set. I'll talk about sets in just a moment.
01:52I think I'll also grab this photographer, and then let's jump to the next spread,
01:56with an Option+Page Down, or Alt+Page Down.
01:59Now in this case, I see there are three images on the page that I'd like to move
02:02into my conveyor. I am going to do it slightly differently.
02:05I am going to select the Selection tool, and you'll notice that as soon as I
02:08choose any other tool, the conveyor disappears.
02:11Those objects are still there; don't worry.
02:14I am going to select all three of the images that I want to collect, and then go
02:17back to my Content Collector tool by pressing B.
02:20Up comes the conveyor, and now I'm going to place all of those selected
02:23objects into my conveyor by clicking the little Load Content button in the
02:28lower right corner.
02:30When I click on that, up comes the Load Conveyor dialog box, and you can see that
02:33I could choose all of the objects on my page, or even all of the objects on all
02:37of my pages, and load them all into the conveyor, or in this case, I am just going
02:41to choose the Selection.
02:43Click OK, and I get another set, with three images in it.
02:47That's good enough for now. Let's switch over to our other document, and start placing.
02:51It's a blank document. I'll press the B key to switch to the Content Placer
02:56tool, because that B key toggles between the two tools, and now I need to choose
03:01what I want to place.
03:03When I have the Content Placer tool, I can use the arrow keys on my keyboard to
03:07move between each item in the conveyor.
03:10So I'll hit the right arrow key, and you can see that now I have this set of six
03:14different objects. I'll hit right arrow again, and I've got this photographer.
03:18Now I'll press the left arrow key to go back to that set, and the down arrow key
03:22to go into this set.
03:24This actually lets me look inside, and see those six objects that are inside this set.
03:28I'd like to get that black box over there for a background, so I'll hit the
03:31left arrow key a couple of times to move over to it.
03:35Now all I need to do is click and drag.
03:38The object is always scaled proportionally when I click and drag.
03:42In this case, I actually need it disproportionally;
03:44I want it to fill the page.
03:45So I am going to hit the V key to jump my Selection tool.
03:49Then I'll drag this out to fill the page.
03:52Hit B again to jump back to the conveyor, and let's place another image.
03:57I like this one that I have loaded up. Why don't I just click, and drag that out.
04:00Now I've got a logo, and I am not sure when I need the logo yet.
04:07Let's go ahead and skip past that one.
04:09This one I didn't actually mean to grab.
04:12That was a mistake, so let's take it out of the conveyor, or just throw it away
04:16by hitting the Escape key. That just dismisses it; don't need that one.
04:19We are going to need this image, probably up here somewhere, and this graphic
04:24design text frame, we're going to click and drag up here, and you can see that
04:28scales it proportionally.
04:30I should point out that as I am clicking, or dragging, it's removing them from the conveyor.
04:35That's because I have this first mode selected in the conveyor.
04:38There is three modes here: one places, and removes it from the conveyor;
04:42the next one places it, and leaves it on the conveyor; and the third places it,
04:47leaves it in the conveyor, but then goes on to the next object in the conveyor.
04:51Most of the time, you're going to want to stay in that first mode.
04:54I am not ready to place that logo yet, so I'll hit the up arrow key to go back
04:58to my rest of my objects, and I think I'll drag that photographer.
05:02I want to put the photographer down to the bottom of the page, but I can't see
05:05the bottom of my page right now, so I could move the conveyor; it's easy to drag
05:09around. Or you could hide it temporarily by pressing Option+B or Alt+B. Then I'll
05:14click and drag; let go.
05:17That's pretty good. And then Option+B or Alt+B again, up comes the conveyor, and I
05:22am ready to add a few more things.
05:24Let's grab those three pictures.
05:26In this case, I want to drag all of them out at the same time, so I am not going
05:29to go into this set; I'm simply going to click and drag.
05:33You'll see that when I click and drag, it actually positions them in the same
05:36arrangement as they were in the original document.
05:39In this case, I want to lay them out slightly differently,
05:42so I am going to Undo, and then hit the arrow key to select them again in the
05:46conveyor. And now when I click and drag, I am going to use a little trick:
05:50the arrow keys on the keyboard again.
05:52By pressing the up arrow key, I'm moving to what's called the Gridify mode, and I
05:57start getting a grid of objects.
05:59I'll hit the arrow again, and you can now see by the blue outlines that I have
06:03three objects stacked up on top of each other.
06:06When I let go, you'll see the images are imported.
06:09Let's go ahead and lay those out on the page, I'll switch to the Selection
06:13tool, drag these onto the page little bit, and then I'll use my smart guides to align them.
06:25While I am here, I think I'll move this image to the bottom, and lay this out a
06:32little bit differently,
06:38and I think I'll scale this photographer up.
06:40All right; I only have a couple of more things to add.
06:44I'll go back to my Content Placer by pressing B, and I'll select this logo with
06:49the right-arrow key, and I think I'll add this down in the lower left corner. So
06:52I am going to hide that content conveyor, and then click; looks pretty good, and
06:57it loads up the last item on here, which is the text frame.
07:00Now, that text frame I want to do something special with,
07:03so I need to show my conveyor again, and I want to turn on two checkboxes at the bottom:
07:09Create Link, and Map Styles.
07:12Create Link means InDesign should make a link between this object, and the other
07:17document, so that if the text or object changes in the other document, it will
07:21also be able to be changed in this document.
07:23It's an extremely powerful feature that let's you keep multiple documents in sync.
07:29The Map Styles feature is important, because the styles in one document don't
07:33necessarily match the styles in another document.
07:35For example, in this case, if I simply drag out this frame, it's going to be
07:39black text on a black background. That won't do.
07:43But I have a different paragraph style in this document called White
07:46Bodytext, and I want that black body paragraph style to map automatically to
07:50the White Bodytext here.
07:53So to do that I'd click on the Map Styles button, up comes the Custom
07:58Style Mapping dialog box.
08:00First I need to choose what the source document is; where this text is coming from.
08:04That's the brochure document.
08:05Next, I click New Style Mapping, and then I choose the paragraph style which is
08:09incoming; I happen to know that's called body.
08:13But when it comes into this document, I want it to map to a different one. I
08:17click there, and I say map it to White Bodytext.
08:21That's all I need to do. I'll click OK, and now when I click and drag, the text
08:27comes in, and it's mapped. Let's take a look.
08:30Let's jump to the previous spread. Over here, it was black text in that font, and
08:35over here it's white text; very different.
08:38All right, I think we're done.
08:41I'll jump to the Selection tool, and go into Preview mode by pressing the W key,
08:44and you can see that these conveyor tools are an incredible boon to production
08:48artists, and designers who need to take the same content, and rework it, day in and day out.
08:53It certainly takes some practice, and getting used to, but it can really help
08:56you lay out pages fast.
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Rotating objects
00:00Having all your objects straight up and down on the page is no fun;
00:03let's learn how to rotate them.
00:05I'm going to rotate this image, this piece of artwork here, and the easiest
00:09way to do that is to go up to the control panel, and click on one of these two rotation buttons.
00:14These rotate objects in 90 degree increments, either clockwise,
00:18or counterclockwise.
00:19If I want to rotate it in more fine increments, I'll move to the left a little
00:23bit to the rotation field inside the control panel.
00:27Here I've a pop-up menu, and I can choose one of these rotation amounts, or if
00:30I know exactly what angle I want to rotate it by, I can type it here into this field.
00:35I'll type 25 degrees, and hit Enter or Return.
00:38But why did it rotate around the upper left corner?
00:40Why was it anchored there, and not some place else?
00:43Well the answer to that can be found on the far left side of the control
00:46panel, way over here.
00:48That's the reference point, and it tells InDesign where the anchor should be.
00:52Let me undo that with a Command+Z or Control+Z, and I can see that the anchor point
00:57is set to the upper left corner.
00:59If I click in the center point of that reference point instead, then go back and
01:03change this to 25 degrees, you'll see that it rotates around the center.
01:07Now, if you want even more control over how you rotate objects, you can do it
01:11with the rotation tool.
01:13You can find the Rotate tool down here in the tool panel underneath the
01:17Free Transform tool.
01:18I'll just click and hold for a moment, up comes the pop-up menu, and then
01:22I'll choose Rotate tool.
01:24You'll notice that in the center of this object there is a tiny little crosshair.
01:28That reflects the reference point that was up in the control panel, but with the
01:32Rotate tool, I can put that anywhere I want, just by clicking.
01:35For example, I'm going to click in this little orange blobby space that, to me,
01:39looks like kind of like an eyeball.
01:40I'll click there, the crosshairs move there, and now I can click and drag
01:45anywhere on my page to see this rotate.
01:49You'll notice the background changed colors, sometimes dramatically, as you're dragging.
01:53That's not a big deal;
01:54it's just a screen redraw problem, and when I let go, it's going to go back to
01:57the way it was. But here's what you should notice:
02:01as I'm dragging, I see a little tiny readout to the right of my cursor that
02:05shows me exactly what angle this object is at.
02:09Then, when I let go, you can see that the object rotated exactly around the
02:12point that I wanted.
02:13Now that we know how to rotate objects, the obvious question is how to scale
02:17them larger or smaller.
02:19That's what I'm going to cover in the next movie.
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Scaling objects
00:00It's a golden law of page layout:
00:02nothing ever seems to be the size you need it to be on your page.
00:06Fortunately, there are a number of ways to scale graphics, text, and other page items.
00:11I have my portfolio page open from the exercise folder, and I'm going to jump
00:15to page 4 by pressing Command+J, or Control+J on Windows, then 4, then Enter.
00:20This artwork just isn't the right size.
00:22I need to scale it up.
00:23The first way we will do that is by choosing the Free Transform tool from the tool panel.
00:28The Free Transform tool is great, because if I select it, and drag a side or
00:33corner handle, it automatically scales it.
00:36Now, in this case, it scaled it, but it did it disproportionally. It got
00:40wider; kind of stretched it out, which I think this artist would not be very happy with.
00:45So I am going to undo that, and instead, I'm going to hold down the Shift key while I drag.
00:50The Shift key is a shortcut for always constrain proportionally; makes sure
00:55the height and width is always proportional.
00:58But I have to tell you, I don't usually use the Free Transform tool. Why?
01:02Because I just use a Selection tool; plain old black arrow Selection tool.
01:07This lets me do exactly the same thing, except I have to remember to hold down
01:10one modifier key: the Command key on the Mac, or Control key on Windows.
01:15If you hold down Command or Control, and drag a side or corner handle, then it will,
01:20once again, scale; does the same thing, just like the Free Transform tool.
01:24I better undo that, and instead, Command+Shift or Control+Shift.
01:30That scales it proportionally.
01:32Now, we are seeing the screen redraw kind of strangely here.
01:35That's just an artifact while we're scaling, and as soon as we let go, it goes away.
01:39I really like that Command+Shift or Control+Shift, drag;
01:42that's honestly what I use almost all the time.
01:45That said, there is one other technique which is pretty useful, and that is to
01:48scale in the control panel.
01:51Up here in the control panel, there are two scaling percentages: the width, and the height.
01:56Next to them, there is a little link icon, and when that's turned on, which it is
02:00by default, the height and width will always scale proportionally.
02:03Before I use those, I want to make sure that the reference point is set properly.
02:08The reference point over here on the left side of the control panel tells
02:12InDesign where it should anchor, where it should not move, and everything else
02:16will scale around that point.
02:18Right now, it's set to the upper right corner, which is just right for this image.
02:21So I'm going to come over here, and scale this to, let's say, 200%.
02:25Now, an interesting thing happened here; it scaled it up,
02:29but it still says 100%. What's going on there?
02:33Well, by default, when InDesign scales a frame, it always sets it back to a 100%.
02:38The image inside is not necessarily 100%.
02:42Remember, you can double-click on an image with the Selection tool to select the
02:45image inside the frame.
02:47The true value of this scaling, we can see in the control panel, is about 81% or 82%.
02:52Double-click on the image again, and it goes back to the frame, and the frame is 100%.
02:56I am going to undo that, because what I want is for this image and this caption
03:02to be together exactly 7 inches wide.
03:05Now, you might think you could go to control panel, to this Width field, and type 7
03:09inches. 7in, now hit Enter, but it doesn't really work, because that changes the
03:15width of the frame. It actually resizes the frame; not scales them.
03:19You can see that now the frame for this image is too big, and this caption got wider.
03:24That's not what I wanted to happen. I want it to scale.
03:28So let's undo that, and try a different technique.
03:32Instead of scaling in the Width field, I'm going to go to the Scale field, and I
03:37am going to change that 100% to 7 inches. You can type 7in, or 7 with a double
03:43quote; either way works.
03:45That's a little bit strange; I am replacing a percentage with an absolute value,
03:49but it works, because when I hit Return or Enter, the whole thing gets scaled, so
03:54that I know that these two objects together make up exactly 7 inches wide, which
03:59I guess, according to that Width field, is 504 pixels. I didn't know that.
04:03Of course, while you can scale your text and vector art all you want, scaling
04:07bitmap images, like this Photoshop image, has an effect on their quality.
04:11If you scale one of these images up, its resolution goes down.
04:15Scale it down, and the resolution goes up.
04:17It's just something to keep in mind when scaling objects on your page.
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Skewing objects
00:00Skewing, also called shearing, helps give an object a sense of perspective, or
00:04dimensionality, or it can draw attention to an object by making it look just odd.
00:10I can grab both of these objects on my page, and skew them by going to the
00:14control panel, and changing the Skew value.
00:17I'll change it to 30%, and it skews it, so that the top goes to the right, and the
00:21bottom goes to the left.
00:22That looks kind of interesting I suppose, but if I really want a lot of power
00:26skewing, then I'm going to undo that, and instead, use the Shear tool. It's
00:30underneath the Free Transform tool. There it is: the Shear tool.
00:34First I'm going to go to the reference point in the control panel to make sure
00:38InDesign knows which part of this group of objects will be anchored.
00:41In this case, it's going to anchor around the center point.
00:44Then I'll just start dragging.
00:46I'm just going to click and drag, just a little bit.
00:49You can see, as I drag, the object kind of almost looks like it is rotating in
00:53three-dimensional space.
00:54Kind of an interesting effect. I'll click and drag one more time, and you can
00:58see that you can really get an interesting sense of warping.
01:01Unfortunately, there's no way to do true perspective in InDesign.
01:05If you need that, you're going have to use Adobe Illustrator instead.
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Mirroring objects
00:00While flip-flopping may not be such a good thing in politics, it can be a great
00:04thing in page layout, especially when pictures are facing the wrong direction.
00:08There are several ways to flip, or mirror, an object.
00:11I'm going to jump to Page 3 in this document by pressing Shift+Page Down a couple of times.
00:16Now, let's say the artist told me that this thing is backward.
00:19I can flip it over by going to the control panel, and clicking one of these two buttons.
00:24Either I can click it horizontally by clicking the one on the left; click
00:27it again to put it back. Or I'll flip it vertically by clicking the one on the right.
00:32Now, why did it almost flip right off the page?
00:34Well, that's because I didn't pay attention to the reference point on the left
00:38side of the control panel first.
00:39Let me click this to put it back to where it was, and I can see that the
00:43reference point was set to the center-bottom of this image.
00:47So when I flipped it over vertically, it flipped it over that point.
00:51It kept that point anchored, and everything moved around it.
00:55That mirroring effect gave me an idea.
00:57I'm going to show you a cool trick.
00:58I'm going to scale this first by Command +Shift+Dragging, or Control+Shift+Dragging
01:03on Windows, just to give myself a little bit of extra room on the page.
01:07And then I'm going to flip this over, and I'm going to flip it over from that
01:10point; that middle center point.
01:12I'll flip it over vertically, but this time I'll hold down the Option Key or
01:16the Alt Key when I flip, and what that does is make a duplicate of it, and then flip it.
01:21I now have a perfect duplicate of this, like a mirror image.
01:25But to make it even more like a mirror image, I'm going to pan down little bit
01:29with the Option+Spacebar.
01:31Let's get down to the bottom of it, and I'm going to skew this image a little bit.
01:35Skew it, and scale it.
01:37To do that, I'll use my Free Transform tool.
01:40The Free Transform tool allows me to move, rotate, scale, and even skew or shear an object.
01:47It's a little non-intuitive, how to do the shearing or skewing, so let me show you.
01:52First you place your cursor on top of the side handle;
01:55it has to be one of the side handles for the object.
01:58This image is so far off the page, it goes past the pasteboard, onto the next page.
02:02We can't see it on the next page, but that's where I am actually having to put my cursor.
02:06Next, I'll hold the mouse button down for a moment, and then I hold down the
02:10Command or Control Key.
02:12That's the weird thing;
02:13you have to hold on Command or Control after you click the mouse button down.
02:17That's how you get it to shear or skew.
02:20Now, I'm going to see a little bit of a weird screen redraw thing happening here
02:24while I'm dragging, but that's natural.
02:26It'll go away in just a moment.
02:29As I move my cursor, you can see that I'm shearing and scaling at the same time.
02:34That looks pretty good for a reflection, so I'll let go.
02:38I'll scroll up here, so we can see it better,
02:40but I also see that this reflection is too bright.
02:44I don't want it quite so bright.
02:45I want it to blend into the background a little bit.
02:47So I'm going to go to the Effects panel, and I'm going to set the blending mode to Multiply.
02:52That way it'll blend into the background better.
02:55Now it's a little bit too dark, so I'm going to change the Opacity to 50%.
02:59The last thing I'm going to do to this, to make it look more like a reflection,
03:02is to apply a gradient feather; something that will make it look like it's
03:06blending out a little bit.
03:08So I'll go to the Effects pop-up menu, choose Gradient Feather, and then
03:13change the Angle to 90 degrees.
03:1490 degrees makes it go from the bottom to the top, which, because this object is
03:20mirrored, is backward, so it goes from the top to the bottom.
03:24I can adjust this gradient by changing the Gradient Stops up here, or get some
03:28fine-tune control by changing the gradient midpoint slider.
03:31So I can make it fade out faster, or slower.
03:35When I deselect all with a Command+Shift+A, or Control+Shift+A, I can see that looks pretty good.
03:42I love that I can do these kinds of creative effects right on my InDesign page,
03:46instead of relying on other programs.
03:48It's amazing!
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12. Character Formatting
Applying basic character styling
00:00It's easy to get text into InDesign; just click in any text frame with the
00:04Type tool, and start typing. But how do you format that text? How do you make it pretty?
00:09Well, let's take a tour through your options for text formatting.
00:12I am going to zoom in on this text frame, so we can format this text in here.
00:18The first thing I need to do, of course, is select the text that I want to format.
00:21So I'll double-click to switch to the Type tool, and then drag over this text, or you
00:25could triple click to select the entire line.
00:27If you're familiar with Illustrator, or Photoshop, or some of the other Creative
00:31Suite applications, you might be tempted to go to the Window menu, and go looking
00:36for the Character panel.
00:38You can, in fact, find one of those down here in the Type & Tables submenu.
00:42There it is: Character, but I'm not going to choose it, because I don't need to.
00:46I already have all the features I need right in front of my face.
00:49That's right; it's up here in the control panel.
00:52When you use the Type tool to select text on your page, the control panel
00:56changes to show you all the formatting you need.
00:58Now technically, the control panel has two different modes;
01:02there's the character mode, which you get when you have that little A selected on
01:06the left side, or the paragraph formatting modes, which you get when you select
01:10that little pilcrow button.
01:12That's the name of that character, if you didn't know; that's a pilcrow.
01:15I'll be talking about paragraph formatting in the next chapter, but for
01:19right now, I am going to stick with character formatting, so I am going to
01:21make sure that A is selected.
01:23The first item I see in the control panel here is the font.
01:27I can change the font easily by simply clicking in this pop-up menu, and
01:31choosing a different one.
01:32For example, I'll choose American Typewriter.
01:35I'm just using a font randomly here. Or you can actually select that font name,
01:39and type something else.
01:40For example, I'll type m, y, and it guesses that I want Myriad Pro.
01:45To apply that font, just press Return or Enter.
01:50Next, you can choose a font style in the second pop-up menu.
01:53Here we see a list of all the styles in this font family.
01:55I am going to choose Bold.
01:58In InDesign, there is a lot of redundancy; that is, there's many ways to do the same thing.
02:03So I also want to point out that you can change the font formatting by going to the Type menu.
02:07Here is the same thing: the Font menu, but in this case, to change the style,
02:12I look in submenus.
02:13So I could choose Myriad Pro, and then you see another little submenu pop out,
02:18and I can choose a different value; for example, Semibold.
02:22By the way, I just want to point out that in InDesign CS6, this Font menu
02:26has actually changed a little bit, both in the control panel, and also here in the menu bar.
02:31We now see a list of all the most recently used fonts; all the fonts I used
02:35since I last launched InDesign.
02:37They're all up here at the top of the list,
02:39so I can get to them quickly.
02:41Now let's change the size of this font.
02:43That's the third item in the control panel.
02:45I can choose something out of the pop-up menu, or type something myself.
02:49For example, I'll type 16 points.
02:51Now, you know how much I like keyboard shortcuts, so I can't help but give you a
02:56little keyboard shortcut here.
02:57The keyboard shortcut for jumping to the first field in the control panel is
03:01Command+6, or Control+6 on Windows.
03:03That jumps right up to that font field.
03:06I could actually type a different font if I want.
03:08For example, I'll type p,a, r, and in it guesses that I want Party. Hit Return, and
03:13it changes it to that font. Or you can use the Tab key to move from one field to
03:18the next in the control panel. So I'll press Command+6, I'll choose a different
03:22font -- let's go back to Myriad Pro -- and then I'll tab to the style, tab to the
03:27size, let's make this a little bit smaller, and then tab to the next field,
03:32which is leading.
03:34Leading is the amount of space from the baseline of the text -- that is, the line
03:38that this text is sitting on -- to the previous line.
03:42That's the definition of leading. Because this text is actually at the top of the
03:46text frame, leading has no effect, but for the rest of this paragraph, it does.
03:50So I am going to select some other text in this paragraph down here, and change
03:53its leading to show you.
03:55I'll change this to 18 points, and you'll see the leading changes, but only for
04:00the text that I changed.
04:02That's because, in InDesign, leading is a character attribute, not a
04:06paragraph attribute.
04:08This can cause some real consternation when you're laying out your pages, because
04:11you have to remember to select the entire paragraph, or else you will get uneven
04:16leading throughout that paragraph.
04:18This can cause some real problems when you are laying out your document,
04:21because you have to select the entire paragraph to change the leading, not
04:24just some of the text.
04:25That's different than it works in QuarkXPress, and many other programs.
04:29Fortunately, you can change InDesign to work the way you'd expect: to apply
04:33leading to the entire paragraph.
04:35Let me show you how.
04:35I'm going to undo that with a Command+Z, or Control+Z on Windows, and I am going to
04:40go to the Preferences dialog box.
04:42In Windows, that's under the Edit menu, but here on the Mac, it's under the
04:45InDesign menu, and you choose Preferences > Type.
04:49There is a checkbox in here called Apply Leading to Entire Paragraphs, and I am
04:54going to turn that on.
04:55I like to think that checkbox should be called, make it work the way you'd
04:58expect InDesign to work.
05:00I'll click OK, and I'm going to apply leading again.
05:04I'll change this to, let's say, 14 points, and you can see it changes it for the
05:08entire paragraph, no matter what is selected in the paragraph.
05:12That's the way I like to work.
05:14Now that we've looked at how to change the spacing between lines of text, let's
05:18look at how you can change the spacing between individual characters.
05:20I am going to come back here, and triple click on this headline to select the
05:24whole line, and I'm going to come up to the control panel, and look at these two fields.
05:29The first one is kerning.
05:30Kerning lets you adjust the amount of space between two letters on a line.
05:35The second one is tracking.
05:37Tracking is the same as kerning, but it goes across a range of text, not just
05:42two characters at a time.
05:44Technically, they're both doing the same thing: adjusting the amount of space
05:47between characters, but you usually use kerning just for two characters at a
05:50time, and tracking for a whole bunch.
05:53The first thing I am going to do here is change my kerning from Metrics to Optical.
05:58Optical kerning is a very clever technology in InDesign which actually looks at
06:03the shape of the characters, and it adjusts the spacing between them very subtly,
06:07so you get more even spacing throughout.
06:10It doesn't work for all fonts, and all sizes, but in most cases, it actually gives
06:15you a better result than what you normally get with a font.
06:18You can actually see what optical is doing by clicking in between characters.
06:22Here, I'll click between the R and the O, and I can see in the kerning field that
06:27it's applying -7 kerning.
06:30Between the O and the U, it's doing -6; between the U and the X, it hasn't done
06:34anything. It's just zero.
06:37So optical kerning is changing the amount of space between each one individually.
06:41Now, let's say I wanted to make the whole line tighter; apply maybe -5 or -10
06:47to the entire line.
06:48I'll do that by selecting the line, and then changing tracking.
06:52Here I'm going to choose -10, and you can see that all the characters got -10 together.
06:58Now, I am throwing these numbers around, like -5, -10; what do those mean?
07:03Minus ten one-thousandth of an em, and the em is determined by the size of the font itself. In
07:11this case, it's a 15 point font, so 1 em is one thousandth of 15 points.
07:17So you are dealing with very small values here.
07:19Of course, font, size, kerning: these are all just the beginning when it comes
07:24to formatting text.
07:26In the next movie, we are going to dive deeper, and explore more
07:28advanced character styling.
Collapse this transcript
Applying advanced character formatting
00:00In the last movie, we looked at the basics of character formatting.
00:04Now let's look at a few more other styling options that you have.
00:07I'm going to open this brochure document, and I'll zoom in on this text up here,
00:11and change some of this text.
00:13I'll double-click to switch to the Type tool, and then just drag over some text
00:16that I want to edit, and I'm going to point out some of the features in the
00:20middle of the control panel.
00:22Up here, we have the ability to change the vertical scaling of this text.
00:26For example, I could change this to 150%. When I hit Enter, you see it
00:30actually stretches it up.
00:31We can do the same thing with horizontal scaling over here. Maybe I'll change
00:35that to 80%, and hit Enter or Return.
00:38If you do this, just be sure not to show it to the type designer, because
00:42they're just going to scream at you; it looks horrible.
00:44There's other stuff you can do too.
00:46For example, I could select this single X, come up here to the baseline shift
00:51option, and move it up or down.
00:53For example, I'll move it up 4 points.
00:57It actually moves it straight up.
00:58Let's zoom in to 400%, so we can see this better; Command+4, or Control+4 on Windows.
01:04You see how the x has actually moved up off the baseline of the text.
01:08Alternatively, we can actually make this go down by changing it to, let's say, -2;
01:13you see how it actually drops below the baseline now.
01:16And if you really want to get crazy, let's select this text, and change its skew.
01:21The skew or shear field up here in the control panel let's you actually shear
01:26the text over to the left, or to the right.
01:28For example, if I change this to 15, you'll see that it makes it look italic.
01:33It's not a true italic; this is what we call a fake italic, or oblique, but it
01:38does skew it, or shear it in a way that some people seem to like.
01:41If I want to shear it to the left, of course, I'd use a negative number, like -15.
01:46Now, you may not be using that kind of text formatting very much, but here's some
01:51that you probably will use.
01:52Let me pan down here, and then select some text, and I'm going to put an
01:56underline underneath this text.
01:58You can do that by going up to the control panel, and clicking the Underline
02:02button. That looks pretty good, but you can see that the underline is kind of
02:06blah. You don't have any control over where it goes, what color it is, what
02:10style line it is, and so on.
02:12Well, you can get all that control with one modifier key.
02:16Let's select that text again, and go back to that button, but this time, instead
02:19of clicking on it, I'm going to hold down the Option or Alt key when I click,
02:24that gives me the Underline Options dialog box.
02:27We can see that the Underline is turned On here, but you can also see that we
02:31can change the Weight, the Offset, the Color, and so on.
02:34Let's go ahead and change this Color to something like green, I'll change the
02:38Weight to something a little bit finer, like .4 points, and I'm going to change
02:43the offset -- that is, how far away from the baseline it's going to sit -- to a little
02:47bit more; let's say 2 points.
02:49If I move his dialog box out of the way, and turn the Preview checkbox on, we can
02:53actually see the effect.
02:54Of course, because this text is highlighted, the green underline actually is
02:59reversed, so it looks magenta; that's kind of silly.
03:02Let's go ahead and click OK, and click off the text, and now you can see that the
03:06underline is sitting there, exactly 2 points down from the baseline, and it's
03:10green, and a little finer.
03:12Now, you may notice that some of these words are hyphenated.
03:16I'm going to be talking about hyphenation in a later chapter, but for right now,
03:20I want to point out that you can control that, to some degree, by selecting it, and
03:24turning on the No Break feature. Let me show you.
03:27I'll double-click on his word, and I'm going to go to the control panel flyout
03:30menu. That's this little menu way on the far right side of the control panel.
03:35There are all kinds of great options in here, but the one I'm looking for is
03:38called No Break, and when you choose No Break, it forces that word to stay
03:43together; it won't hyphenate across two lines.
03:48Now, all the other text has to reflow to make sure that text won't break, but if
03:52you want that word to stay together, it's worth it.
03:54I'm going to scroll down here, and I can show you, you can also apply the No
03:58Break effect to more than one word.
04:01Let's say I want to make sure Roux Academic stays on the same line. I can do
04:06that by selecting both words, and choosing No Break.
04:10Now both of those words are always going to stay together; they won't break
04:13across two lines, and they won't hyphenate.
04:15Phew; that's a lot of different formatting options, and we've really only scratched
04:19the surface of character level formatting.
04:21In the next movie, we'll look at some features for turning text into uppercase or
04:25small caps characters.
Collapse this transcript
Changing case
00:00Uppercase characters versus lowercase characters.
00:03Which to use, and when?
00:04Sometimes, you want text in upper case for emphasis, but then what about small caps?
00:09Well, my basic rule is, never type anything in all caps, if you can avoid it.
00:14Instead, always type in lowercase, and apply caps styling to it.
00:18Let me show you what I mean.
00:20I'll zoom in on this text up here, and I'm going to select this first line by
00:23triple-clicking on it.
00:25Let's say my design calls for that heading to be in all caps.
00:28Instead of retyping the words, I'm going to come up here to the control panel
00:32and click the All Caps button.
00:35It looks like it's in all caps, but it's not really; it's actually just a style
00:39applied to that text.
00:41And that's great, because later on, when my art director says, I don't want it
00:44in all caps anymore, you can simply turn this style off, and it goes back to the way it was.
00:50Small caps is like all caps, but it's more elegant.
00:53You can turn on small caps by clicking on this other Small Caps button
00:57just below All Caps.
00:59You can see that small caps is actually a combination of large and small capital letters.
01:04Now, different font handle small caps differently.
01:07Some fonts, like the one I'm using here, Adobe Garamond Pro, actually have true
01:12small cap characters built in.
01:14That's nice, because we have very even spacing and color across the line.
01:18Do you know what I mean by color?
01:20I don't mean red or blue; I mean if you squint your eyes, and the whole thing
01:24kind of goes gray and blurry, you want to have even color across the whole line.
01:29Now look what happens if I change this to a font that doesn't have true
01:32small cap characters.
01:34I'll triple-click on it, go to the Type menu, and I'm going to choose Arial > Regular.
01:41I'll deselect here, so we can actually see the text instead of the highlighting,
01:44and you can see that we have a very different effect.
01:47Arial does not have true small caps, and so InDesign has to fake it.
01:51It fakes it by taking the true capital letters, and shrinking them down to about 70%.
01:57The effect is technically small caps, but you'll see that the color is very different.
02:01We have a very thick R and an A, and then these other characters look kind of
02:06anemic next to them.
02:07There is not a lot you can do about that, really.
02:10It's just something you need to pay attention to when you're working
02:12with different fonts.
02:13I'm going to jump to the second spread of this document by pressing
02:16Option+Page Down or Alt+Page Down, and then I'll scroll over a little with my
02:20Option+Spacebar or Alt+Spacebar, and I can see that this text here is in all caps.
02:26Somebody actually typed that in all caps.
02:29That's an uncommon, but it is icky.
02:31We don't like that style. We would rather apply italic or bold to it to give it
02:35some emphasis, not all caps; that makes it looks like someone is shouting.
02:39Simply select it, go to the Type menu, and choose from the Change Case submenu.
02:44Here, you can see, we can choose any of four different cases: UPPERCASE, lowercase,
02:49Title Case, and Sentence case.
02:51I'm going to choose the last one, and you can see that InDesign actually changes it for me.
02:57In this case, it's not a style;
02:58InDesign is actually retyping those characters to make them capital at the
03:02beginning, and then all the rest of lowercase.
03:05Now I can apply italic, or bold, or whatever I'm going to do to them.
03:09As I've said before, I really like to keep my options open whenever possible.
03:13I'd much rather use change case to make these lowercase, and then use italic, or
03:17all caps, or small caps in order to maintain flexibility, and still get the
03:21effect that I want.
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Using Find/Change for text formatting
00:00I showed you the Find/Change feature in an earlier chapter, but I focused
00:04just on finding and changing text throughout your document, or even across
00:07multiple documents.
00:08Now I want to take it farther, and talk about adding text formatting to the mix.
00:12For example, I have my catalog document open here, and I am going to zoom in on
00:17the lower left corner here,
00:18and I can see that I have various prerequisites, and technical requirements.
00:23I would like to format that text, but it would be really tiresome to have to
00:26go in there, and select each one of those lines in every course in this catalog,
00:31and have to change it.
00:32No; there's got to be a better way, and of course, there is.
00:35I will double-click on this text to switch the Type tool, and I'm going to select
00:39that word, Prerequisites.
00:40I am going to copy it to the clipboard with a Command+C or Control+C, and I'm going
00:44to bring up my Find/Change dialog box with Command+F or Control+F.
00:49Now, in the text pane of the Find/Change dialog box, I am going to paste what I
00:53just copied into the Find What field with a Command+V or Control+V. I did that
00:57copy and paste only because I didn't want to have to type that text myself.
01:01So I want to find that word, with a colon
01:04after it, and then I want to apply formatting to that word.
01:07How would I do that?
01:08Well, I can do that by changing the Find Format and Change Format fields at
01:13the bottom of the dialog box.
01:15If you don't see those fields, then you need to click on the More Options button.
01:19For example, I will click on Fewer Options, and you'll see they disappear.
01:23Click on More Options, and they reappear.
01:26You want to have those visible;
01:27those are really powerful fields that we are going to be talking about here.
01:31I am going to click on the Change Format field, just anywhere in this blank space,
01:35and up comes a Change Format Settings dialog box, which lets me specify exactly
01:39what I want this text to look like.
01:41I am going to click on the Basic Character Formats pane, and I will type in what
01:45font I want this to be, instead of what it is now.
01:48I will change it to Myriad Pro.
01:50I only have to type M, Y, and it guesses Myriad Pro for me.
01:54Then I'll hit Tab, and type B, O.
01:57Now in this case, I don't want it to be Bold Condensed; I just want Bold, so I
02:01better pull that right out of this pop-up menu. There we go; Bold.
02:05There is no way to make Bold Condensed go to Bold just with keyboard
02:09shortcuts, unfortunately.
02:11And finally, I am going to change the size make it a little bit bigger; maybe
02:1410.5 points, instead of the 9.5.
02:18And you know, why don't I change the color too?
02:20I will click on the Character Color pane over here, and pick a color that might
02:23look nice; maybe this blue color. Looks good.
02:26I will click OK, and you can see that all of that formatting is listed here in
02:30the Change Format area.
02:32It's tempting to go right for Change All button, but before I do that, I have to
02:35remember that I made a selection on my page.
02:38I did that when I copied that word, Prerequisites.
02:41So I need to change the search pop-up menu from Selection to story, because I
02:46only wanted the Story.
02:48I could choose Documents, or All Documents, which means every document
02:51that's open right now,
02:52but in this case, I'm just going to say Story.
02:54Now I am ready to go. I will click Change All, and you can see that it went
02:59through and changed 14 of these. Click OK, and now I will see the change.
03:04I will move the Find/Change dialog box out of the way, and you can see that it
03:07changed it throughout the story.
03:10Let's do the same thing to this Technical Requirements text as well.
03:13I will select that, copy it, come up here, paste it, change the Selection to
03:19Story, and click Change All, and then you see, very quickly, it goes through and
03:23changes all of those as well.
03:24Let's do a couple more of these while we are at it.
03:27What if my art director tells me that I want all of these to be a
03:30different color instead?
03:32Well, in this case, I want to delete the text out of Find what. When the Find
03:37what and Change to fields are blank, then it's only going to find and change the formatting.
03:42So in this case, I'm going to click in the Find format, and say I want to look
03:46for anything that's that particular color, and then I want to change it to something else.
03:52I will click and change Format, I will click on Basic Character Formats, and you
03:56can see that I can actually just delete the text out of here.
04:00When I delete that, it means, don't pay attention to those of all; don't apply
04:04formatting to those things.
04:05I am just going to change the character color itself.
04:08Maybe I will pick this orange instead.
04:11Once again, the Find format and Change format fields show me exactly what's going
04:15to be found, and what's going to be changed.
04:17I will click Change All, and it changed all of them.
04:22Two more things to look out for inside the Fine/Change dialog box.
04:25First is, whenever you do apply some formatting in Find or Change, you will get
04:30that little eye icon; that means that search format, or change format exists.
04:35It's just a little alert that says, watch out; there is something selected down below.
04:40If you wanted to clear out that formatting, then you click on the little
04:43trashcan in the lower right corner of each of these fields.
04:46When you click on that, it simply strips away all the formatting, and leaves it blank.
04:52Consistency and efficiency; that's what it's all about. Changing text formatting
04:56with Find/Change ensures consistency throughout your document, and there is
04:59hardly anything more efficient than this feature.
Collapse this transcript
Using Find Font
00:00What's the best way to figure out what fonts are used in a document?
00:04One way is to use Adobe Bridge.
00:06Most people don't know that you can find a list of all the fonts in a document
00:10in Bridge's metadata panel.
00:12For example, here inside Bridge, I am going to click on my exercise folder, and I
00:16am going to go down to the Metadata panel in the lower right corner, and scroll
00:19down here, until I see my Fonts. Here they are;
00:23the list of all my fonts in this document.
00:26But knowing what fonts are in a document doesn't really help you change them, right?
00:30For that, you need InDesign's Find Font dialog box.
00:33I'll open this document in InDesign by double-clicking on it here, and now I'm
00:39going to go to Find Font dialog box, which you can find in the Type menu.
00:44Find Font shows you all the fonts that are in your document; not only the fonts,
00:48but even the styles within the family.
00:50So I can see that this has Adobe Garamond Bold, Bold Italic, Italic, and Regular.
00:55Let's go ahead and find out where Myriad Pro Bold was used in my document.
01:00I'll choose it, and then click Find First.
01:03InDesign jumped to the first instance of this text in my document, and it
01:06selected it, but I can't find it, partly because all the text is greeked out.
01:12Greeked text is this grayed out effect that InDesign does when you're zoomed out
01:16so far that you can't read the text very well.
01:19It just replaces it with gray lines, but it makes it very difficult to figure
01:22out where your text is selected.
01:23So let me go ahead and click Done here, and then zoom in to 400% with Command+4,
01:29or Control+4 on Windows.
01:30When you do that, it zooms in on whatever is selected on the page.
01:35In this case, text was selected, because the Find Font dialog box selected it for me.
01:39So it zooms in right on the text; there we go.
01:42It's this word: Animation.
01:44I'll click off of it here;
01:45we can see that it's white text on this orange background.
01:49Now let's say my art director says, I don't want to use that font; I want to
01:52use a different font.
01:54Instead of having to go through your whole document searching for that font, you
01:56can simply go to Find Font in the Type menu, choose the font in the list, and
02:02then replace it with a different font.
02:04In this case, I'll replace it with a font called Party, but honestly, you could
02:08just choose any font randomly from the list here.
02:11Now, I want to make sure that I choose this checkbox, Redefine Style When
02:16Changing All, because this forces InDesign to not just change it on my document
02:20pages, and my master pages, but also go inside my paragraph, and character styles,
02:25and change it there too.
02:27That's really important.
02:29I'll talk about styles in great detail in a later chapter, but believe me,
02:33you want to turn that on.
02:34Now I am going to click Change All, and it goes through the entire document.
02:39It also gives me a little alert saying, Overrides have been applied to one or more styles.
02:44As far as I can tell, you can completely ignore that warning.
02:47I suggest just turning on the Don't show again checkbox, clicking OK, and then
02:51you won't have to worry about it anymore.
02:53It doesn't really mean anything is wrong.
02:55As I glance at my Find Font dialog box here, I notice that it has Times New
02:59Roman Regular listed, and that's not actually a font that I expected to see in
03:03this document; I didn't think I was using that anywhere.
03:05So I have a couple options to figure out where it's used.
03:09First, I'll click More Info.
03:10That actually gives me all kinds of information about the font itself, and
03:14where that font is on my hard drive, but more importantly, it shows me what
03:17page it's on: Page 5.
03:19In that case, this doesn't really help me.
03:21So I'm going to hide that information, and use the future that we looked at
03:25earlier, which is Find First. That will jump right to it. There it is.
03:30I'll close Find Font, and you can see that this one word had Times New
03:35Roman applied to it.
03:36That mistake would be really hard to see if I was proofing quickly, so it's
03:40great that Find Font can find it for me.
03:42Now I can choose that, and set it back to what it's supposed to be: Adobe Garamond.
03:48I always use Find Font before finishing a document;
03:50you'd be surprised how often other fonts sneak in.
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13. Paragraph Formatting
Applying formatting to a paragraph
00:00In the last chapter, we talked about formatting that you can apply to individual
00:04characters, such as font, size, and so on.
00:07Now let's get into formatting that you apply to a whole paragraph.
00:11I have my brochure document opened, and I'm going to zoom in on some of this text.
00:15I'll double-click on this headline to place my cursor into it, and now I'm going
00:19to go up to the control panel to change my paragraph formatting.
00:23Now, I notice that I'm currently in Character formatting mode in the control panel.
00:27I can click on this little pilcrow character to switch to Paragraph formatting.
00:32Now, technically, when you switch from one mode to the other, you're really
00:35just switching what's on the left side of the panel, because if your screen is
00:39wide enough, you can get both Paragraph and Character formatting along the top
00:43of the control panel;
00:44it just depends which is on the left.
00:46Right now, in Paragraph formatting, I see all of my Paragraph formatting on the
00:50left side, all the way up to here, and then, to the right of that, I see my
00:54Character formatting, like font, size, and leading.
00:58I'm going to focus on the left side, though; the Paragraph formatting.
01:01Now, you'll notice that I didn't select the entire paragraph; I just have the
01:05cursor flashing in the paragraph.
01:07That's all you need to do when you apply Paragraph formatting.
01:10InDesign knows, wherever the cursor is, that's where it's going to apply the formatting.
01:15That's very different, obviously, than Character formatting, where you do need to
01:18select the characters you want to apply it to.
01:21Now, the most basic paragraph formatting is the horizontal alignment.
01:25Right now, this is set to left-align, but if I look over in the left side of the
01:29control panel, I can change these buttons from Align left, to Align Center.
01:34Now that paragraph is centered in the column.
01:36Let's change it to Align right.
01:38Now it's set to the right.
01:39There are a number of these horizontal alignments, including align towards spine,
01:44or away from spine, which is appropriate when you're creating a facing pages
01:48document, like a book or a magazine.
01:50You can make it go away or toward the spine; the center of that facing pages. I like that.
01:56So now I'm going to set some indents.
01:58I'm going to scroll down, and place my cursor in this paragraph down here.
02:02I can either just click inside of it, or select some of the text;
02:05again, it doesn't really matter.
02:06There are four kinds of indents that I can apply to a paragraph;
02:10first, Left indent. Right now it's set to zero, but I could change this to
02:14something larger, like 24 points.
02:16Hit Enter or Return, and you can see the entire paragraph is indented 24 points.
02:21I don't want to do that, so I'll undo that with a Command+Z or Control+Z, and what I
02:25want to do is indent just the first line.
02:28That's this widget down here; the indent first line control.
02:33I'll change that from 0 to, let's say, 18 points.
02:37You can see that now it adds an indent, but only on the first line.
02:42If you're trying to indent your first lines, you should definitely use that feature.
02:45Don't type Tab at the beginning, or a bunch of spaces, or something silly like that;
02:50use the feature the way it's meant to be used: first-line indent.
02:54Now let me pan over to this text frame, and I'm going to change the space
02:58in between paragraphs.
03:00For example, I want an additional space between this paragraph, and the one that follows it.
03:05There is a fundamental rule of Desktop publishing that says, never type the same
03:10invisible character twice. That means you shouldn't type two spaces in a row, or
03:14two paragraph returns in a row, or even two tabs in a row.
03:18So what am I supposed to do if I want space between these paragraphs, and I'm not
03:22supposed to add an extra return like that?
03:24I'm going to delete that; don't do that.
03:27Well, here's what you should do:
03:28select the paragraphs that you want to change, and then, in the control panel,
03:32change the space before, or space after; that's these two items up here.
03:38I'm going to change space before to 9 points, and then I'll hit Enter, and you
03:43can see it actually adds space in between.
03:46That's way too much; let's change this something smaller to, let's say, 3 points. I like that.
03:52Alignment, indents, spacing; this is just a drop in the bucket.
03:57In the next few movies, we'll look at spanning text across columns, creating
04:01Drop Caps, Tabs, and more.
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Spanning a paragraph across multiple columns
00:01We looked at how to split text frames into multiple columns in an earlier chapter.
00:05You simply select the text frame, go to the Object menu, choose Text Frame
00:09Options, and type the number of columns you want.
00:12I'll split this into two, and hit Enter.
00:14This text frame is two columns now, but this heading should not be two columns,
00:19we want that to span across both columns.
00:22We could cut those paragraphs out, and put them into a different text frame; one
00:26that's only a single column wide, but there is a much easier way to do it.
00:30I'll switch to the Type tool by double- clicking inside this text, and then I'll
00:33select the two paragraphs that I want to affect.
00:37Remember, you don't have to select the entire paragraphs; just select a little
00:40bit of the first, a little bit of the second, something like that.
00:43Then I'll go up to my control panel, and I'm going to look at this pop-up menu
00:46here: the span columns pop-up menu.
00:50Right now it's set to None, but you see you've got various options in here,
00:54including Span All, Span 2, 3, 4; that's talking about columns.
00:59How many columns should this text span?
01:02In this case, I only have two columns, so it doesn't really matter which I
01:05choose. I'll choose Span All, and you can see that now these two paragraphs span
01:10both columns in this text frame. This looks great.
01:13I want to explain a little bit about what's going on under the hood here.
01:17When you choose any of the span features, InDesign breaks your page, or your
01:22text frame technically, into zones.
01:24We have a span all zone here, and then underneath that span all is the rest of the text.
01:31If I click down here, and add another paragraph -- I'll just call this My new
01:35heading, and then I'll span that -- you'll see that I now get another zone.
01:42I have the top zone, I have this little zone in between the spans, and then
01:46another spanning zone, and then finally, the rest of the text.
01:50If you keep that idea of zones in mind, you'll really be able to manage your spans better.
01:56In this case, of course, I don't want that paragraph, so I'm going to select it, and delete it.
02:00Back in CS4, and earlier, you had to go through all kinds of crazy workarounds to
02:05span text across columns.
02:07Now it's just a pop-up menu away.
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Splitting a paragraph into multiple columns
00:00I have my catalog file open here from the exercises folder, and I am going to
00:04zoom in on this text down here.
00:07Inside this text frame, I have a bulleted list.
00:10It looks pretty good, but the problem is, is the column is so wide that it's
00:14hard to read each of these bullets.
00:15I wish that I could split that up into two different columns;
00:19not the whole text frame, but just those bullets.
00:23Now, in the old days, in order to do that, you'd have to put that into a table,
00:27or split it up into multiple text frames, or all kinds of crazy stuff.
00:31Now it's really easy.
00:32I am going to double-click to switch to the Type tool, and then select those paragraphs.
00:37To split this into two subcolumns, I go up to the span columns pop-up menu -- the
00:43same one that we use to span across columns in a text frame --
00:47but instead of spanning, I am going to choose Split;
00:50I'll just choose 2.
00:52InDesign creates a new little zone inside this text frame, and it splits it
00:56up into two columns.
00:58You can't really see the columns, but obviously, the text is flowing from the
01:02left all the way down, and then into the right.
01:05Now, if I want to add a little bit more space between the columns, what I would
01:09do is select that text, and then Option or Alt+Click on the little icon next to
01:14the pop-up menu in the control panel.
01:16That gives me options for this command.
01:18Right now, this is set to Split Columns, and we can choose a gutter amount.
01:23We could say, for example, the Inside Gutter should be 2 picas.
01:27When I click OK, it actually adds more space in between the two columns.
01:31Let's see what happens if we change this to 3 columns instead.
01:35I will Option or Alt+Click on that, change the number to 3, and then change the
01:40Inside Gutter to something smaller, because that's way too big. You get the idea.
01:45This ability to break up columns into little subcolumns is awesome, especially
01:49when it comes to bulleted lists like this.
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Using drop caps
00:00Much of the art of design revolves around drawing the eye to where you want the
00:04reader to go, and one of the best ways to draw the eye to the beginning of a
00:08story or a section is with a drop cap.
00:11InDesign lets you easily apply a drop cap to any paragraph, and the most direct
00:16path to a drop cap is the control panel.
00:19I have my brochure document open from the exercise folder, and I'm going to zoom in on this text.
00:24I want to apply a drop cap to this second paragraph.
00:26It doesn't really matter which I choose, but in this case, I'm just going to
00:29apply to the second paragraph, and I'll place my cursor in there by double-clicking.
00:34Next, I'm going to make sure my control panel is in the Paragraph mode.
00:37Right now it's in the Character mode, and the keyboard shortcut for swapping
00:41between those modes is Command+Option+7, or Control+Alt+7.
00:46In the control panel, there are two fields to control your drop caps; here they are.
00:52The first field let's you choose how many lines the drop cap should drop.
00:56Right now it's set to 0, because there is no drop cap at all.
00:59If I choose 1, it basically does the same thing; it doesn't drop at all, but in
01:03this case, I'm going to go down to 3. I'll press Tab for it to take effect, and
01:09Tab is also a fast way to jump from one field to the next.
01:13You can see the drop cap is now three lines down.
01:17This second field lets me control how many characters should drop down.
01:21Right now it's only set to one, the first character, but I'm going to change
01:24that to 3 as well, and I'll press Enter or Return.
01:28Now three characters are dropped.
01:30This is still editable text. There is nothing special about it; it's just a
01:34little bit bigger, and the text is flowing around it, but I can select it, and
01:39change it in any way I want.
01:40For example, I'll change the formatting of this text by going back to the
01:44control panel, and switching to the Character mode, and then turning on Small Caps.
01:49The characters are a little bit far away from each other,
01:51so I'm going to track them together a little bit, and then I'll even change the color.
01:57You get the idea.
01:58You can make them any style you want.
02:00Let's do another drop cap for this first paragraph.
02:03Ordinarily you wouldn't have two in a row, but I'm just showing how to do it here.
02:07For this paragraph, I'll go back to the Paragraph mode of the control panel,
02:10and I'm going to increase the size of this space before, so we have a little
02:14bit of room to work with.
02:16I'll press Tab to jump to the space after Tab again to jump to the drop cap.
02:21I'll just drop this one two lines, and I only wanted to do one character, so I'll
02:26just hit Enter or Return.
02:28That drop cap is looking a little bit small to me,
02:31so I'm going to select it, and instead of dropping it farther, I'm going to raise it.
02:35I can raise it by going back to the Character mode, and increasing the font size.
02:41So now it's dropped and raised.
02:44The only problem here is that drop cap is kind of bumping into the I on the
02:48second line a little bit too much.
02:49I'd like to move the text away from the A slightly.
02:53So to do that, I place my cursor between the A and the T in this word, just
02:57after the drop cap. I go up to the control panel, and I change the kerning --
03:02we looked at that in the last chapter --
03:04change the kerning to add a little bit of space.
03:06I'll bump this up to about 50.
03:08You can see that when I add kerning between the A and the T, it also affects the
03:12other lines below that.
03:15So all lines in the drop cap are moved away from the drop cap character.
03:20You can create all kinds of interesting typographic effects with drop caps; just
03:24let your imagination go wild.
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Setting tabs
00:00If you're trying to line up text in columns, you might find tabs to be useful.
00:05I have my table of contents here in my cover and front matter file file from the exercise folder.
00:10I am going to zoom in here, and take a look at what's going on.
00:13I can see that these numbers at the end of each line don't line up properly.
00:18I can also see these blue characters in here.
00:20For example, the paragraph symbol at the end of each paragraph, a little dot where each
00:24space is, and then over here, this double angle bracket called guillemet; that's the Tab character.
00:32That's how I know there is a Tab character there, and the reason I'm seeing those blue
00:35characters is because I have hidden characters turned on.
00:39You can make hidden characters visible or invisible by going to the Type menu, and choosing
00:44Show or Hide Hidden Characters, way down here at the bottom, or you can press Command+Option+I,
00:49or Control+Alt+I to do the same thing.
00:52However, when you're working with tabs, it's a good idea to have your hidden characters
00:56turned on, so you can see where those tabs are.
00:58I am going to go ahead and double-click here before the 3, and I am going to press a Tab,
01:04then I will add some more tabs in here; there we go.
01:08And now you can see I have tabs before each of those characters, but they still don't line up.
01:12Well, that's because the tabs, by default, always go to the nearest tab stop.
01:17And the tab stops, by default, unless you have changed them manually, always go about
01:22every half inch across the text frame.
01:25You might be tempted to come over here and start adding additional tabs, but don't do
01:29it; let me delete those.
01:30There are three ground rules you need to keep in mind if you're going to be using tabs.
01:35First, never type a Tab at the beginning of a paragraph in order to create an indent.
01:40That's what the Left Indent and the First Line Indent feature are for.
01:43I talked about those earlier in this chapter.
01:46Second, never type two tab characters in a row.
01:49If you want your tab to take you farther than a half inch, then set a tab stop where you want to put it.
01:54I am going to show you how to do that in just a moment.
01:57Finally, if you're using tabs to make something that looks suspiciously like a table, it probably
02:02is a table, and you should probably use InDesign's table features, instead of tabs.
02:07I cover tables in a later chapter.
02:09And here, even though it's a table of contents, it doesn't really look like a table, so it's
02:14okay to use tabs.
02:16Now let's set that tab stop.
02:18First, I need to select all the paragraphs that I want to affect; in this case, it's
02:22everything from that first paragraph down to the end. There we go.
02:27I've selected it.
02:27Now I will scroll back up, and set my Tab Stop.
02:31In order to add a tab stop, I need to open the Tab panel, and I can find that in the Type menu.
02:36But before I do that, I want to do a little trick; But first, I want to scroll up a little
02:40bit, just so I can see the top of this text frame.
02:44You don't have to do that, but it turns out to be really useful, because now when I open
02:48the Tab panel, it automatically snaps to the beginning of that text frame.
02:53Otherwise, it'll just kind of be loosely floating around the page.
02:57To add a tab stop, all you do is click in this blank area along the top of the ruler,
03:02and when you click and drag, you can see a black line show up that indicates exactly
03:07where the tab stop is going to be.
03:09I'll move this one way over to the right edge of that text frame, and let go of the mouse button.
03:14All those numbers after the tabs are lined up.
03:17Unfortunately, they're lined up on the left edge, and I would like to have these lined
03:21up along the right edge.
03:22That's okay; I can do that.
03:24While this tab stop is still selected -- you will see a little blue line around it -- I
03:28can go to the left edge of the tab stop, and click on the Right-Justified Tab icon.
03:35When I do that, it turns this tab stop into a right-aligned tab stop.
03:40Now the tab goes up to that point, and then all the text is flushed on the right side.
03:45I am going to drag that now a little bit farther to the right, to be up almost to the right
03:49edge of this column.
03:51If you know exactly where you want that tab stop to be, you can select it inside the Tab
03:55panel, and go over here to the X field.
03:58I am going to change this from 26 picas, to 26 picas 6, and hit Enter, and you'll see
04:04that it snaps it exactly to that point.
04:06Of course, we can have additional tab stops as well.
04:10I'm going to create a new tab stop in the middle here, and then set that to be a center-aligned tab stop.
04:16I'll come down here, and add an additional tab.
04:19So I say Tab, and then I'll put some text; maybe the letter A, then another Tab, and then the number.
04:26Because this is a centered tab stop, as I type, the text will always be centered on that point.
04:31In this case, that's not what I wanted to do; I just wanted to show you I could do it.
04:34So I am going to select all of that, delete it, and I'll also delete this tab stop.
04:39To delete a tab stop, simply drag it right out of the ruler. Pop! It's gone.
04:44Now I've removed that tab stop, but I only removed it from the one paragraph where my text cursor was.
04:50So I better come back here, and select all this text over again; there we go.
04:55I'll click up there, and then Shift+Click down here to select everything in between,
04:58and then remove that tab stop one more time.
05:01There we go! Now we are back to the way it's supposed to be.
05:05This is looking pretty good.
05:06Let's go ahead and turn off Hidden Characters, because we know where the tabs are now.
05:10That looks pretty good, except the space is way too big.
05:14It's too hard for me to follow my eye across from the words to the number.
05:18It would be helpful to have maybe some dots, or something to lead my eye from one side
05:23to the other, and the keyword there is lead.
05:26What we want is a leader.
05:27I am going to Shift+Click up here to add that paragraph to my selection, and then I'm going
05:33to add a leader character.
05:35To do that, I select the tab stop in the Tab panel; it's now highlighted.
05:40I can click in the Leader field, and then type any character I want.
05:44I'll press a dot, or a Period, hit Return or Enter, and you can see that I now have
05:50leader characters between the text and the numbers.
05:54This is really starting to look good, but there is one more problem just lurking in
05:58the wings, waiting to jump out at me.
06:00I am going to switch to the Selection tool, and I am going to change the width of this text frame.
06:05I'll drag it a little bit narrower.
06:08What happens? Bad stuff happens.
06:10All the numbers break to the next line, because the tab goes as far as it can in this text
06:15frame, all the way to the end, and it still can't get to its tab stop, so it breaks to the second line.
06:21Well, that's just the problem with tab stops.
06:23To fix this, I would have to go in and move my tab stop for those paragraphs closer to
06:28the left, so that it'll fit on the line again.
06:30But there's one other solution you can do instead, and that is, instead of using a tab,
06:35you could use a right-align tab.
06:38You can select a Tab inside of a text frame the same way you select any other character.
06:42I'll double-click on this to switch the Type tool, and then just drag over it.
06:46Now the Tab is selected, so I'll delete it.
06:49Now I am going to insert a special kind of Tab.
06:51I won't press Tab; instead, I'll press Shift+Tab, and Shift+Tab is a right-align tab.
06:57That is, it always aligns with the right edge of the margin.
07:01Right-align tabs are really helpful.
07:03Let's go ahead and replace some of these other ones as well.
07:05I'll replace that with a Shift+Tab, and this with a Shift+Tab, and this with a Shift+Tab;
07:10you get the idea.
07:11Now all of these are aligned along the right edge of this text frame, so that if I change
07:16the text frame width, those numbers automatically stretch with them.
07:21In a later chapter, I show you how to make a table of contents, and automatically use
07:25that right-align tab.
07:26For now, though, you can see that these tab and tab stop features are essential tools
07:31that will take you a long way toward making sure your documents look good.
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Adding rules (lines) above or below a paragraph
00:00Many designs call for a line, also called the rule, to sit above or below a
00:05paragraph, especially a heading.
00:07You could spend all day drawing lines with the Line tool, but you'd be a lot
00:11better off using InDesign's paragraph rules feature.
00:15I have my catalog file open from the exercise folder, and I'm going to jump to a
00:19previous spread by pressing Option+Page Up or Alt+Page Up.
00:22I'm going to zoom in on the lower left corner of this page, and I can see that I
00:26have a heading here, but it looks kind of a dull.
00:29I want the eye to be drawn to it, so I want to put a rule above or below it.
00:34To do that, I need to put my text cursor inside the paragraph, so I'll
00:37double-click on it, and then I'm going to go to the Paragraph Rule dialog box.
00:43To get there, I go all the way over to the right side of the control panel, and
00:47open the control panel flyout menu.
00:49Here I can choose a Paragraph Rules.
00:52The shortcut is Command+Option+J, or Control+ Alt+J. The Paragraph Rules dialog box is
00:59actually two different dialog boxes in one:
01:01the Rule Above dialog box, or the Rule Below dialog box.
01:05You can swap between them using this little pop-up menu.
01:08I want to create a rule above, so I'll choose that, and then I'll turn on
01:12the Rule On checkbox.
01:14Because the Preview checkbox is turned on inside this dialog box, I can see
01:18the effect immediately.
01:20I have a one point black solid line right at the baseline of the text.
01:26That's probably not what I want, so let's change it.
01:29First, I'll change the text color; let's make it orange.
01:33Next I'll make it little thicker; maybe 3 points instead, and then I'm going
01:38to change the Offset.
01:40The offset is how far away from the baseline it should be.
01:44I'll increase this to about 8 points, and you can see it places it right above the text.
01:50I also have the ability to change how wide this rule should be.
01:53For example, I'll change the left indent to 5 points, and hit Tab, and you can
01:57see that it moves in 5 points.
02:01Alternatively, I can actually make it -5 points, and that way it actually sticks
02:06out the side of the text frame.
02:07Of course, I could do the same thing with the right indent.
02:11The other way to control how wide this rule can be is the Width pop-up menu.
02:15Right now, this is set to Column, but if I change it to Text, then the rule goes
02:20only to the edge of the text.
02:22InDesign is smart enough to know where the edge of the text is, and however long
02:26that line is, that's how long the rule will be to.
02:30InDesign is smart enough to know how wide that line is, and so if I add text to
02:34this line, the rule will get wider.
02:36If I take some of the text away, the rule get shorter.
02:39In this case, I actually do want it to fill the entire column, so I'll
02:43just choose Column.
02:44You can see that there is a number of interesting effects that you could create
02:47with the paragraph rules feature.
02:48For example, let's make this much thicker; I'll make it up to, like, 10 points
02:53thick, and then, instead of using a positive offset, I'm going to move it down a
02:58little bit, like -2 points.
03:00By doing that, I actually place a bar behind the text.
03:04If I make this a darker color, like this dark blue, and click OK, I might want to
03:10select the text itself, and change it to paper color.
03:14Now the text is reversed out of a dark bar.
03:17Well, that's pretty cool.
03:18It just goes to show, sometimes you have to think outside the box.
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Adding automatic bullets
00:00Bullets help draw to the reader's eye to the first line in each item in a list,
00:05but adding bullets to a list can be an exercise in frustration when you don't
00:08understand how they work.
00:10Before we get into how to use automatic bullets in InDesign, let me show you how
00:13best to make them manually.
00:15I have my brochure document open, and I'm going to zoom in on this center panel.
00:20I have five paragraphs here that I want to add a bullet to, and I'll double-click
00:24before the first paragraph, and add a bullet manually.
00:27I'll do that by pressing the Option key, or Alt key on Windows, and then the number 8.
00:32That adds the bullet for me, and I can follow it with a ab.
00:36Now I'll add that to my other paragraphs.
00:37I'll press Command+Down Arrow or Control+ Down Arrow to jump to the next paragraph,
00:41and add them, and so on, and so on.
00:46So now I have a bulleted list. It's not a very pretty bulleted list; we need to
00:49make it a little bit more attractive,
00:51so I'll select these paragraphs, and I'll go up to the control panel, and change my indents.
00:56First I am going to give it a positive indent; I'll say 18 points.
01:01Now I'll press the Tab key two times to jump to the first line indent field.
01:05Here I'm going to not type a positive first line indent; I'm going to type a negative one.
01:10I'll say -9 points, and I'll hit Enter. This is what's called a hanging indent.
01:17A positive left indent and a negative first line indent makes the first line
01:21hang out in the margin.
01:23In this case, the bullet hangs in what is the margin of these paragraphs.
01:29Hanging indents are particularly good when you have paragraphs that span more
01:32than one line, like this last paragraph here, because it automatically wraps
01:37to the proper place.
01:38So that's how you would add bullets manually. It takes a little bit of work, but you
01:42can get the effect you want.
01:44Now let's see how you could do it automatically.
01:46Let's go back to my original document by choosing Revert.
01:51I'll zoom in on the same text, select the same paragraphs, and this time, instead
01:57of typing those bullets manually, I am going to go to control panel, and just
02:01click on the bullet feature.
02:04When I click on that bullet button, they all get bullets automatically, and the
02:07text wraps appropriately.
02:08Now, I could get the same effect with that indented bullet by going to the control
02:12panel, and changing my negative first line indent to -9 instead of -18.
02:19Now that first line is not hanging out quite so far.
02:22Obviously, the automatic bullet feature is much faster at getting the same effect.
02:27So now the only problem I see is that I have these really dumb looking round bullets.
02:32Everybody uses those bullets.
02:33I want to have something with a little bit more class.
02:36To change my bullets I need to go to the Bullets dialog box. To get there, I am
02:41going to on hold down the Option or Alt key on my keyboard, and click on the
02:44bullets button in the control panel.
02:47Here you can see a number of bullet characters we could use: the regular old
02:51round one, or an asterisk, or a diamond; I don't know who would use those. This one
02:55I kind of like: the double angle bracket called the Guillemet.
02:59When I click on that, because the Preview checkbox is turned on, you can see
03:02those bullets update immediately.
03:04There is one more bullet character in here, kind of this A with accents on it, and
03:09I have to tell you, I think it's a bug.
03:11I've had this on my machine for years, and I don't know; some machines seem to
03:15have this, some machines have a different kind of bullet, but if you see it, just ignore it;
03:19obviously you don't want to use that as a bullet.
03:22You can, however, get your own custom bullet.
03:25I'll click on the Add button, and I'm going to come over here and choose a font
03:29that I know has a lot of interesting ornaments in it: Minion Pro.
03:33Minion Pro ships with InDesign, so I know everybody has it,
03:37and now, when I choose that -- I'll hit the Tab key to make it take effect -- and
03:40now I can see all the characters that are inside that font. It's kind like the Glyphs panel,
03:46Aad as I scroll down here, I can find interesting characters that I might want to use.
03:50I am going to use this triangle; I like that one. I'll click OK, select it,
03:57and then click OK here,
03:58and now you can see that all of these paragraphs have the triangle bullet.
04:02See? It wasn't so hard to get bullets after all.
04:05Now how about automatic numbers? We'll see how to do that in the next movie.
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Numbering paragraphs
00:00In the last movie, we looked at how to make bulleted lists.
00:05Let's give them a little more structure.
00:07Here is how to apply numbers or letters to your paragraphs; what the Web
00:10designers call ordered lists.
00:13I have my brochure document open.
00:15I am going to zoom into the same text, and select these paragraphs.
00:19To turn this into an ordered or numbered list, all I need to do is go to the
00:23control panel, and click on the Numbered List button.
00:27If it's a very simple list like this, that's all I need to do.
00:30Now I will click at the end of one paragraph, and I will type some more text, and
00:35you can see that it automatically updates the list.
00:39Let's say I didn't want that paragraph to be part of the list.
00:42It's easy to turn the number off; just click on the button.
00:45Now that paragraph I just typed looks like it's part of section number 2, so it
00:49goes 1, 2, and then skips, and then continues on with 3, 4, 5.
00:54If I wanted this paragraph to start over at number one again, I would place my
00:57cursor in that paragraph, and then right-click, or Control+Click with a one button
01:02mouse, to show the context menu, and choose Restart Numbering.
01:07When you do that, it starts the number over at 1 again.
01:09So now I see, 1, 2, then blank, and 1, 2, 3.
01:14If I need to do anything more complex than what I just showed you, I need to
01:17visit the Numbering dialog box, and I can get there by holding down the Option or
01:22Alt key, and clicking on the Numbered button.
01:25Just to be clear, this numbering dialog box is actually the Bullets and
01:28Numbering dialog box.
01:30That's because I can change my selected text from a Numbered List to a Bulleted
01:34List with one pop-up menu.
01:36If I change that to Bullets, you'll see it update automatically on the page.
01:40But that's not what I want;
01:41I do want a Numbered List here.
01:43Let's say I wanted this Numbered List to start at number 47.
01:46To do that, I would make sure the mode pop-up menu is set to Start At, and then
01:50I would type in the number that I wanted to start at.
01:52When I click OK, you can see that it updates automatically.
01:56Let's see some of the other cool things we can do with numbered lists.
01:59I am going to undo a few steps -- Command+Z or Control+Z -- back to where we had a list from 1 to 6.
02:05I will select those paragraphs again, and Option+Click or Alt+Click on the
02:09Numbered List button, and I am going to change the style of those numbers; that is, the formatting.
02:13Right now they are formatted the same way as the rest of the text in the
02:17paragraph, but I can change that by applying a character style.
02:20I am going to be talking about character styles in the next chapter, but for
02:24right now, this document has some character styles built in.
02:27For example, I am going to choose bold. That applies the bold character style to
02:32the numbers; not the rest of the paragraph.
02:35Here is a question: what if I want a sublist?
02:38For example, I'd like this to be numbered 1, 2, 2a, 2b, and then 3, 4.
02:44How would we do that?
02:46Well, to make a sublist, I'll click OK, I'll select the paragraphs that I
02:50actually want to affect, and I'll go back to that dialog box, and I am going to
02:54change the Level of this numbering from 1 to 2.
02:58Now it's a second level; a sublist, within this list.
03:02Next I am going to change the format of this list from regular Arabic
03:06numerals to something else.
03:08You can see you could choose Roman numerals, or letters;
03:10I will use the lowercase letters.
03:13I am going to increase the Left Indent to, let's say, 36 points, and then I'll press
03:17Tab, and that way the whole sublist is indented.
03:22And finally, I'm pretty sure I said I wanted these to be listed as 2a, and 2b;
03:27not just A and B. So how do I tell InDesign to change the format?
03:30What it looks like on the page?
03:33Well, in fact, there is a field up here called Number, and the Number has some
03:37strange codes in it, and here is what it means.
03:39This first code -- caret, number sign -- means the current number; whatever number
03:44you're on right now.
03:46Then it's followed by a period, and a tab, and in fact, that's what we see:
03:51the current number, a, followed by a period, and a tab.
03:55So if I want this to say 2a or 2b, I have a couple of choices.
04:00I could come in here, and type the word Two, followed by a space, then I will hit
04:04Tab to make it take effect, and you can see that whatever I type inside that
04:08field is reflected here on the page:
04:10Two a, and Two b. Or I could come in here, and replace that with the number 2, and hit Tab.
04:18Now it looks right.
04:20The problem with this method, where I actually type the number 2, is that it's not flexible.
04:24For example, if this number 2 later becomes 3, well, then it won't update properly.
04:30So I'm going to get rid of that number 2, and instead, use another code.
04:34Now, I don't know what the code is, so instead, I'm going to use this little flyout
04:38menu on the right side.
04:40Most people don't even see that over there.
04:42But I'll choose that, and I will look inside the Insert Number Placeholder pop-up menu.
04:47Now, I know that this sublist is Level 2;
04:49I already set that, so I want to go one level up, so I'll choose Level 1.
04:55It typed in the code -- caret, one -- and when I hit Tab, it updates.
05:00Now its 2a, and 2b, but it's totally flexible.
05:04I will click OK, and let's see it in action.
05:07I am going to click at the end of this paragraph, and hit Return, and then type
05:11some more, and you'll see that now it says 1, 2, 3, 3a, and 3b, so it worked.
05:20The last thing I want to point out here is that as I select text in InDesign, you
05:25will see that I am not selecting the numbers.
05:27It's almost like those numbers aren't even there.
05:30That's usually okay; I usually don't need to select those numbers for any reason,
05:34but if you did need to go in and choose those numbers for some reason, you'd
05:38need to convert it into actual text.
05:42So to do that, I will go to the Type menu, come down here to Bulleted & Numbered
05:46Lists, and then choose Convert Numbering to Text.
05:51Now these numbers are no longer automatically going to update; they are actual text.
05:55You can select them, edit them, copy them, whatever you want to do, but they
05:59won't update if I later change my text.
06:02Like I said, it's rare that you need to do that, but it's good to know how.
06:05So, numbered lists;
06:08that wasn't so hard, was it?
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14. Styles
Creating and applying paragraph styles
00:00Styles are a way to specify a whole bunch of formatting with a single name.
00:04InDesign lets you create styles for character formatting, paragraph formatting,
00:08object formatting, even table formatting,
00:11and there are three main reasons why you want to use styles.
00:14First, they let you apply a lot of formatting with a single click, so they
00:17really boost productivity.
00:18For example, I'll zoom in here on the bottom part of this page, and I can see
00:23that some of this text has been formatted, but most of it has not.
00:26I need to apply formatting quickly to that text.
00:29To do that, I want my Paragraph Styles panel.
00:32I can find that over here in the dock.
00:34If you don't see the Paragraph Styles panel over here, then make sure you're in
00:38the Advanced workspace.
00:40I'll double-click in the name of the first unformatted paragraph, and I can see
00:44that the current paragraph style is Basic Paragraph.
00:48We want to avoid Basic Paragraph as much as we can.
00:51It's much better to apply our own paragraph styles.
00:54In this case, I have one, and it's called Department Fashion.
00:57With one click on that Dept Fashion, it applies a whole bunch of formatting to that paragraph.
01:02Notice that I didn't have to select the entire paragraph to apply that.
01:06I just had the cursor flashing inside the paragraph.
01:09Now let's do a few more.
01:11I'll click in the next paragraph, and I'm going to apply Course name.
01:14The next one down is date, this one is going to be body, and then these last two
01:20paragraphs -- I'll just select a little bit of each of them -- is going to be a
01:23paragraph style called Prereq_ns. There we go.
01:29You can see that I was able to format this whole bunch of text really quickly.
01:32If I'd had to do that manually, applying first the font, and the size, and the
01:36leading, and all of that, that would have taken much longer.
01:39Now we'll start over again.
01:41Here's the course name, here's the date, here's the body, and then we have a
01:47little bit of the prerequisites at the bottom.
01:53As we'll see later in this chapter, there are other ways to apply these
01:56paragraph styles really quickly, such as the Eyedropper tool, and quick apply,
02:00but for now, I'm going to stick with it like this, and I'm going to show you how
02:03to edit these styles, because the second reason to use styles is that you can
02:07change a style definition at any time, and every place you use that style in
02:12your document is updated immediately.
02:13For example, to edit this Course name style, I click in it,
02:19it shows up as highlighted in the Paragraph Styles panel, and then I can
02:22double-click on it to open the Paragraph Style Options dialog box.
02:26Let's just make a few changes here.
02:29For example, I'll make this Bold instead of Semibold, and why don't we give it a
02:32color; maybe this blue color?
02:36I'll click OK, and you can see that it changes throughout the document.
02:40Everywhere where that paragraph style was applied is now changed.
02:44Now I'm going to edit the date paragraph style,
02:47but instead of selecting it, I'm going to right-click on it. By
02:50right-clicking, or Control+click with a one-button mouse, I can jump right to
02:54Edit "date" without accidentally applying that date, or changing anything in my document.
03:00Here I'm going to choose Basic Character Formats, and I'll just make this
03:03a little bit smaller.
03:05Once again, I used that right-click or Control+click on the date paragraph style,
03:09because I didn't want to apply it to the text which is currently selected on my document page.
03:14So now that we've looked at how to apply styles, and then edit them, let's talk
03:18about how to create our own new style.
03:21I'm going to create a new paragraph style for my captions.
03:24So to do that, I'm going to create an example that I want to copy.
03:26I'll place my cursor in this text frame in the middle, and then I'll select all
03:31that text with a Command+A or Control+A. Now I'm going to change the style of this
03:36to bold, and I'm going to make it smaller.
03:37Let's make this 8.5, or 9.5.
03:40That looks pretty good for a caption.
03:43Now let's make a paragraph style based on it.
03:45To make a paragraph style based on an example on your page, like we're going to
03:48do here, you can either select the whole paragraph, or just select a part of it,
03:52or just have your cursor flashing in it, like I do here.
03:55Now I'll go to the Paragraph Styles panel menu flyout menu, and choose
03:59New Paragraph Style.
04:01Because the cursor was inside that paragraph, it took all of that formatting, and
04:05it dropped it in here.
04:08So now all I need to do is give it a name.
04:10Of course, if I wanted to, I could go through these panes one at a time,
04:13changing the font, the size, styles, the scale, indents, all of that,
04:18but you could see that would take a long time.
04:20I would much rather just make a selection, have it sucked up into this
04:24dialog box, make sure the Apply Style to Selection checkbox is turned on, and then click OK.
04:30It makes my paragraph style, and automatically applies it to the paragraph
04:34where the text cursor is.
04:36Now let's try it out.
04:38I'm going to pan over to this other caption over here on this page, place my
04:42cursor there, and click on caption. Perfect!
04:47This demonstrates the third reason I want to use styles, and that is consistency.
04:51I want to ensure consistency throughout my document,
04:54so I don't have to think about, jeez;
04:55was that last caption 13 points, or 12 points, or 10 points? I don't know.
05:00It doesn't matter.
05:01You simply apply the style to all your captions, and you know they'll look all the same.
05:06Now one more thing I want to point out.
05:08Sometimes you'll notice a little Plus symbol in the Paragraph Styles panel.
05:12For example, I'll select all this text by quadruple-clicking on it, and I'm just
05:16going to change the size, just for kicks.
05:19You'll notice that anywhere I click inside this paragraph style, I get a little
05:23Plus sign in the Paragraph Styles panel,
05:26and if I hover my cursor over that, you'll see the Overrides tooltip.
05:31This shows me that there's additional formatting on top of the paragraph style.
05:36These are called overrides, local overrides, and the tooltip shows me that the
05:40override was the size; it's now 11 point.
05:44If you ever have a document where you see that Plus sign, you can get rid of
05:47the local formatting by clicking on the Remove Overrides button down at the
05:52bottom of the Tool panel.
05:53As soon as I click on Remove Overrides, anything that was done to that, outside
05:58of, or above the paragraph style definition, is removed.
06:02Once again, paragraph styles are one of the most important productivity
06:06features in InDesign.
06:07The more you use them, the more efficient you'll get.
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Using character styles
00:00Now that we know how to use paragraph styles, character styles will be a breeze.
00:05There's one big difference between defining a paragraph style and a
00:08character style, however.
00:09Paragraph styles always define all the character and paragraph formatting: the
00:14font, the size, the indents; everything that describes a paragraph.
00:17But character styles are different;
00:20they can be set up to define just one attribute, like just the font, or just the
00:24size, or the size and the color, but nothing else.
00:28Let's see how it's done.
00:29I'm going to jump to the previous spread by pressing Option+Page Up or Alt+Page
00:32Up, and I'll zoom in on this bottom part of the page.
00:35Because I'm going to be working with character styles, I better open the
00:38character styles panel, which I can find over here in the dock.
00:41Now, I have some character styles already created, but I'm going to start by
00:45creating a brand new one.
00:46And I'll do that not within the character styles panel, but instead, on the page.
00:50I like to make a character style based on an example.
00:54So I'm going to double-click in here, and select some text, and change the style of this.
00:58For example, I'll change the font, let's make this bold, why don't we change
01:04the size a little bit,
01:07and we'll change its color;
01:09it's always nice to change its color, so it really stands out.
01:12Now that I have the example, I can make the character style.
01:16I'll place my text cursor inside the text, or you could select some of that text;
01:20it doesn't really matter.
01:21Then I'll go to the Character Styles panel, and choose New Character Style from the menu.
01:27All I have to do is give it a name.
01:29All the formatting from the text that I created in my example is sucked up here
01:33into the dialog box: the font, the style, the size, and so on.
01:37Now all I need to do is click OK.
01:40Notice that it created the character style for me, but it did not apply it to the text.
01:45I need to apply it to all this text in fact, so I'll select that, and click.
01:50Every time I want to use that character style, I just need to select some
01:53text, and click; select some text, and click; select some text, and click. You get the idea.
02:00It's very easy to apply all that formatting quickly with one click.
02:04Now, I want to be really, really clear about something here:
02:06character styles should only be applied to one letter, or one word, or maybe a
02:11sentence or two; not an entire paragraph.
02:14This is really important.
02:15A lot of people, I find, select an entire paragraph, and then apply a
02:20character style to it.
02:21That's not what character styles are for. Character styles are for only a
02:25piece of a paragraph.
02:26I'm going to undo that; I don't like even pretending to do it.
02:30If you need to apply formatting to an entire paragraph, use paragraph styles;
02:34that's what it's for.
02:36What if I want to edit that character style?
02:39The best way to edit a character style is to right-click on it, or Control+Click
02:42with a one-button mouse, and that brings up the context menu.
02:46From here, I can choose Edit.
02:48Here in the Character Style Options dialog box, I can change it to something else.
02:51For example, let's pick a different color, and why don't we change this from
02:55Bold to Bold Condensed?
02:57Click OK, and you can see that everywhere in my document -- everywhere I used that
03:02character style -- it gets updated.
03:04Notice that I did not double-click on the character style to edit it.
03:07A lot of InDesign users try that, and they get themselves into trouble.
03:12The reason is, whenever you double-click on a character style, it applies it to
03:16any text you currently have selected.
03:17It's really a problem when you have nothing selected.
03:21If I press Command+Shift+A or Control+Shift+A to deselect everything, and why don't
03:25I pan over here, so I have some space on the Pasteboard to work with,
03:30if I double-click on this word emphasis edit it, it opens up the Character
03:34Styles dialog box, and then I could edit it or not; you'll get the idea in a moment.
03:39I'll click OK, and now what happened?
03:42Well, it didn't look like I changed anything,
03:44but if I drag out a text frame, and start typing, all that text is in
03:49my character style.
03:50Why? Because I double-clicked on that when nothing was selected on my page, it
03:55made that character style the new default style for this document.
03:59This is a trap that even advanced InDesign users fall into all the time.
04:03It's a real problem.
04:04So let's go ahead and delete that.
04:06You want to make sure the Character Style panel is set to None, unless you're
04:09applying a style to some text inside of a text frame.
04:13It's always tempting just to hit a keyboard shortcut to make some text bold or
04:16italic, but it's much better to use character styles.
04:19For example, I have italic and bold character styles that I've created here,
04:23so if I want to make something italic, I select the text, and click on the
04:27italic character style.
04:29This is particularly important if you know that you're going to be repurposing
04:32your document for EPUB, or HTML, or that you know that you're going to need to
04:36reformat the whole thing later for some other purpose.
04:39Character styles make the process of reformatting a document really a breeze, as
04:43long as you remember to use them.
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Editing and redefining styles
00:00We've already seen how easy it is to edit styles in InDesign; just right-click
00:05on the style in the Paragraph or Character Styles panel, and choose Edit from the
00:08context menu, but there's an even easier way. Let me show you.
00:12I'm going to jump to the previous spread in this document by pressing
00:16Option+Page Up or Alt+Page Up, and I'll zoom in on the bottom part of this page.
00:20I see that I'd like to redefine the style for these course names,
00:23so I'm going to double-clicking this, and actually just select a word, and
00:27change the formatting.
00:29Maybe I'll make this Bold Condensed instead, make it a little bit larger, and
00:34then change the color.
00:37Once I have it looking the way I want to on the page, I can redefine the
00:41style based on that.
00:43To do that, I place my cursor inside the text that I have formatted, go to the
00:47Paragraph Styles panel, and inside the Paragraph Styles panel, I choose to
00:51flyout menu, and then choose Redefine Style.
00:55This command takes the formatting from wherever the cursor is right now, and
00:58redefines the style based on it.
01:01So with one click, I can redefine the paragraph style based on the example I made.
01:06I love that redefine style feature.
01:08I use it all the time, whether it's paragraph styles, or character styles.
01:12But every now and again, I find that I have some text that has some
01:14formatting that I do not want to change, even if the paragraph style
01:18definition gets changed.
01:19For example, let's say, for whatever reason, I don't want the formatting on this
01:24paragraph to change, no matter what.
01:27To deal with that, I select the paragraph, go to the Paragraph Styles flyout menu,
01:31and choose Break Link to Style.
01:34That literally takes that paragraph style off that paragraph.
01:37We can even see in the upper left corner of the Paragraph Style panel it says No
01:42Styles are applied to this paragraph.
01:44I'll deselect here, so you can see it looks exactly the same, but it doesn't
01:48have a style applied to it anymore.
01:51So that means if I go and change this style again -- for example, I'll change the
01:55color, I'll come in here and change the font style again;
01:58that looks pretty good -- and now I redefine the style based on that,
02:03that change is propagated through the entire document, but it did not touch that
02:07paragraph where I broke the style.
02:09While I usually insist that people use styles for everything, the truth is
02:14that sometimes you have to break the rules, or in this case, at least break
02:18the styles.
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Using object styles
00:00Now that you're familiar with character styles and paragraph styles, it's time to
00:04talk about object styles.
00:06Yes, that's right; you can define an object style that, with a single click,
00:09will apply all sorts of object formatting, such as fill, and stroke,
00:13transparency effects, and more.
00:15Let's make an object style in this document from the exercise files folder.
00:19I'll select one of the images, and I'll apply some formatting to it as an example.
00:23For instance, I'll apply a stroke; let's just do a nice little thin half-point
00:27stroke around this. Let's also apply a drop shadow.
00:32It's always fun to have a drop shadow, though I don't need one quite that big. Let's
00:35say 3 points instead. Add a little noise;
00:38love adding noise. Click OK, and now we've got a drop shadow.
00:42And finally, why don't we give this a little rounded corner on the edge?
00:46I'll click that little yellow box, and then I'll Shift+Click on the upper right
00:50corner diamond, and drag that in, and you can see that
00:53now I've got a rounded corner just on that edge.
00:57Let's zoom in here, so we can see, and I'll press the W key to go into Preview mode.
01:01Yeah, that looks pretty good; I like it.
01:03Let's make an object style based on that.
01:06I'll select it; open my Object Styles panel. Of course, if you don't have your
01:10Object Styles panel, make sure you're in Advanced workspace.
01:13Now I'm going to create a new object style by going to the Object Styles panel
01:17flyout menu, and choose New Object Style.
01:21I'll give it a name.
01:24Now, it's hard to tell at first, but all the formatting that I applied to that
01:27object is pulled up here into this dialog box, because I had it selected on the page.
01:31For example, the Stroke; there is my half-point black stroke, and my Stroke &
01:37Corner Options show that the upper right corner is rounded.
01:41It even shows the Drop shadow down here.
01:44So I'll click OK, and then click on the object style to make sure it's applied to that object.
01:50Next time I want to apply that object style, I simply select the frame, come over
01:54here, and click on cool images.
01:57All that formatting is now applied there.
01:59Let's zoom back with a Command+Opt+0 or Control+Alt+0, and select some more images.
02:04I'll grab all these images on this page; with one click, the formatting is
02:09applied to all of them.
02:10Of course, just like paragraph and character Styles, it's really easy to edit these styles.
02:16To do that, I right+click, or Control+Click with a one-button mouse, right on the name.
02:19I choose Edit, and then I change the Object Style Options dialog box.
02:23For example, let's change the Stroke. Why don't we make it some other color,
02:28like orange, make it thicker, and then I'll change the Type to something crazy, like Wavy.
02:34When I click OK, I can see that change reflected in all the frames that have
02:38that object style applied to them.
02:40If you care about consistency and efficiency, you're really going to love
02:43using object styles.
02:44It makes laying out your documents a breeze.
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Applying styles with Quick Apply
00:00I love keeping my hands on the keyboard as much as I can when I work.
00:04As I've said before, it's all about efficiency.
00:07So you can just imagine the neurons firing in my brain's pleasure center when I
00:11saw a feature that means I hardly ever have to use the mouse to go click in the
00:15Paragraph, Character or Object Styles panels again.
00:18That feature is called Quick Apply, and it is simply life-changing.
00:22Let me show you how it works.
00:23I'll zoom in on the bottom part of this page, and I can see that I have a bunch
00:27of text that I want to apply paragraph styles to.
00:30I'll double-click in the first one, and now I want to bring up the Quick Apply window.
00:34To do that, I press Command+Return on the Mac, or Control+Enter on Windows.
00:39When I do that, the Quick Apply window appears suddenly, right in the middle of the page.
00:43Now, I can drag that around on my screen, and it'll remember where I put it, and
00:46always show up in that same place.
00:49Once the Quick Apply window is open, you'll see a little cursor flashing inside this field.
00:53So I can keep my hands on the keyboard, and type the name of the style that I want to apply.
00:58In this case, I know it has something to do with the word fashion,
01:01so I'm going to type fa. What I see is a list of all the features that Quick
01:06Apply knows about that has an fa in it.
01:10The first item at the top of the list is actually a menu item.
01:13That's right; Quick Apply can actually trigger menu items, which is a great way to
01:17use it if you don't know where a particular feature is in a menu. But in this
01:20case, I'm looking for a paragraph style,
01:23so I'm going to type fas, and as soon as I add that S, it guesses oh, you want
01:28department fashion.
01:30To actually apply that style, I simply press Return or Enter.
01:34Now I'll press the down arrow key to jump to the next paragraph, and bring
01:37up Quick Apply again.
01:39Command+Return or Control+Enter, up it comes, and notice that it remembered what I last typed.
01:45This makes it really helpful to apply the same style over and over again.
01:49In this case, I want to apply a different style called Course; cou. That's all I need to type.
01:56It guessed course name; hit Enter.
01:59Now, if I want to apply that same one over and over again, I simply click in
02:02a different paragraph style, press Command+ Return or Control+Enter, and then enter again.
02:07I don't have to type anything else, because it has remembered what I typed in there.
02:11Let's apply some other formatting.
02:13Let's grab the date, dat; this one is body, bo; this one is going to be bo.
02:20You can see that very quickly I'm simply opening this and closing it over and over again.
02:25These are going to be prerequisites, pr; there we go. I like it. Same thing,
02:32over and over again.
02:34I've applied all that styling in just a few seconds. Oops!
02:37I missed a date.
02:38Grab that, go back and type da; Enter.
02:43Now, sometimes when using Quick Apply, you'll find that it's difficult to find
02:46just the style you want; maybe you don't remember exactly what it's called.
02:50So bring up Quick Apply, and filter the list.
02:53For example, if I only want to show paragraph styles, I can click in this
02:57little pop-down menu, and turn off all these checkboxes, except for Paragraph
03:02Styles. But there is actually a much faster way, and the clue is this little
03:06code at the end of the line, p, colon. If I type p:
03:12into this Quick Apply window, it automatically filters, so I only see paragraph styles.
03:19Now I can use the arrow keys on my keyboard to move up and down that list.
03:23I'm pressing the down arrow key to move down; up arrow key to move up.
03:26In this case, I want the date,
03:28so I'll move down, and hit Return.
03:31Quick Apply makes applying styles so fast, and so easy, but like so many things
03:35in life, it takes a little work to change your habits.
03:38So force yourself to use Quick Apply three or four times, and believe me, you're
03:42going to find yourself hooked on this feature.
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15. Tables
Creating a table
00:00One of the most difficult design challenges is representing a lot of data clearly.
00:04It's easy to throw a bunch of numbers and dates on a page, but to make them
00:08readable, you typically need to format it all as a table.
00:11InDesign offers a number of features that make table making, well, not fun, but
00:15at least pretty tolerable, and sometimes even interesting.
00:19My friend, Diane Burns, has done a whole title on making cool looking tables
00:22here in the lynda.com Online Training Library.
00:25You should definitely check that out.
00:26But in the meantime, I am going to show you the essentials;
00:29what you need to get up and running with tables quickly.
00:32The first thing you need to know about tables in InDesign is that they're always
00:36anchored inside of a text frame, and they flow along with the text in the story.
00:40I have my catalog document open here, and I'm going to zoom down on the bottom
00:43part of this page. And all these guides are a little bit distracting to me,
00:47so I'll go to the View menu, and choose Grids and Guides, and turn off my Guides.
00:51Now I am going to make a text frame.
00:54I'll simply grab the Text tool, and drag out of frame.
00:58To create my table, I'll go to the Table menu, and choose Insert Table.
01:03The Insert Table dialog box lets me choose the number of Rows, and Columns, and
01:07also specify Header, and Footer Rows.
01:09I'll talk about those in just a little bit.
01:10I'll click OK, and you can see that now I have a table.
01:14It's a very basic table, but it does let me type data into it.
01:18So I can just type some words, and I hit Tab to jump to the next field, and jump
01:23to the next field, and so on.
01:25When I get to the end of the row, I hit Tab, and it starts over at the line.
01:30In general, you're not going to be creating your own tables from scratch;
01:33it's just too cumbersome.
01:34The table data will probably come from somewhere else, like Word, or Excel, or Database.
01:39So let's get rid of this table, and start with a new one.
01:42You can delete a table just like you would delete text.
01:45In fact, a table is anchored in the text.
01:47So if I click down here at the bottom of the text frame, you'll see that the
01:50text cursor is placed immediately after the table.
01:54In fact, I can start typing some gibberish here, and you'll see it's just text in a text frame.
01:58To delete that table, I simply drag over it, and hit Delete.
02:03Again, it's just like a character in your text story.
02:06Now let's bring in some data.
02:08I'll go to the File menu, choose Place, and from my exercise folder, I am going
02:11to grab this roux_catalog_data.txt file.
02:14I'll click Open, and in comes all the data from this text file.
02:19That's definitely not pretty,
02:20so let's turn it into a table.
02:21I am going to select all the text by pressing Command+A or Control+A, go into the
02:25Table menu, and choosing Convert Text to Table.
02:29InDesign is going to ask me, what's in between each row and column?
02:32In this case, the columns are broken down by tabs, and the rows by paragraphs.
02:37So I'll go ahead and leave this at its default settings, and click OK.
02:41As you can see, we have a table really quickly.
02:43Now, I remember seeing just a moment ago, there's a lot more data than I
02:47can see in this table.
02:49If I look in the lower right corner of this text frame, I can see the text frame is overset.
02:53The table is too long to fit in here.
02:55I'm going to zoom back to 100%, with a Command+1, or Control+1 on Windows, scroll
03:01over here, and with my Selection tool, I can make my text frame longer.
03:05When I do that, you can see you get more data, but it's still overset.
03:10So I'll click on that little overset marker; that loads my place cursor, and now
03:14I'm going to come over to the next page, and click, and drag.
03:18As you can see, tables can thread from one frame to another.
03:22If you have a really long table like this one, it could go on for pages.
03:26The one thing InDesign cannot do, however, is break a cell in half.
03:31So, for example, this cell up here always has to stay together.
03:34I can't put the first line on page 1, and the second line on page 2;
03:38it always gives your cell whole on a page.
03:41The other thing I am noticing that's kind of interesting here is that this table
03:44is wider than the frame itself.
03:46This is one of the few instances in InDesign where things can actually hang
03:50outside of a text frame.
03:51I am going to talk about how to change the size of a table by adjusting its rows
03:55and columns later on in this chapter,
03:58but for right now, I want to point out that each of these cells is like its
04:02own little text frame.
04:03If I double-click on it, it switches to the Type tool, and you can see, I
04:07can select all the text in there, and if I drag too far, it actually
04:10selects the whole cell itself.
04:13Drag over more than one cell, and you can see, I am actually multiple cells.
04:18Now, I know this table isn't exactly pretty, but it least we have a table to work with.
04:22In the next few movies, I am going to explain how to adjust the rows and columns,
04:25and then start formatting these cells.
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Adjusting rows and columns
00:00Tables don't just spring to life by themselves;
00:03you need to feed them, care for them, adjust their rows, and columns, but how do
00:07you adjust the rows and columns in a table?
00:10If I choose the Selection tool, and then try and drag one of these column
00:13dividers, I don't move the column divider;
00:15I move the whole text frame.
00:17Let's undo that, and see how you're really supposed to do it.
00:20Remember that tables are inside text frames, and therefore, you have to use the Type tool.
00:26I'll press the T on my keyboard to jump to the Type tool quickly, and then I can
00:30actually click inside here, and drag.
00:33I'll make this column a little wider, this column a little narrower; you get the idea.
00:39You can just move these around.
00:41Notice that as I drag one of these column dividers, it changes all of the
00:45columns in the table.
00:47If I want to move a column divider without moving the other dividers, I hold
00:51down the Shift key. Shift+drag will only change that one column divider, and it
00:56won't change the width of the table.
00:57Now, the Shift key does something different if you use it on the outside edge.
01:03The outside edge of the table by itself will only move that one cell, but if you
01:08hold down the Shift key, it does just the opposite.
01:11Shift+drag moves all of them proportionally.
01:15So if you want to make the whole table wider or narrower proportionally, make
01:19sure you Shift+drag on the outside edge of the table.
01:23In this case, I want the table to fit inside the text frame.
01:26So I'm simply going to drag, without the Shift key, all the way back until I
01:30go inside that frame.
01:32Now in this case, I want the table to fit inside my text frame,
01:35so I'm simply going to drag it without the Shift key until it snaps inside the frame edge.
01:41I'm going to make a few more changes here with the Shift key held down, just to
01:45fit these in a little bit better, and now I'm having trouble, because I want
01:49these three columns to all be the same width. It's hard to do that by eye, but
01:53it's easy to do it if I use to distribute columns evenly feature.
01:57I can find that by dragging over all three columns -- I don't have to select the
02:01entire columns; just any cells within those columns -- and I'll go back to the
02:05Table menu, and choose Distribute Columns Evenly.
02:09That forces InDesign to make the widths exactly the same.
02:12Notice that when I choose one or more cells, the control panel changes to
02:17indicate what's going on inside that cell, and let me format it.
02:20I'll be talking about some of these features later, but the one I want to point out
02:23right now is way over here on the right side, where it actually shows the
02:27width of those columns.
02:29Right now it is 72.667 points, but I can select that, and change it to an exact
02:35amount, perhaps 70 points, and now it changes all three of those columns to
02:39exactly 70 points wide.
02:41So you have a lot of control over the widths of your columns.
02:44And what about rows?
02:46Same thing; I can use my Type tool to click and drag on a row to make it larger
02:50or smaller, or I can do it in the control panel.
02:54I'll select this row, and I'll go up to the control panel, and I'll see that the
02:58height of this row is currently 48.452 points. And notice that there's a pop-up
03:04menu to the left of that, and it says At Least.
03:07It's going to be at least 48 points.
03:09That means that it could be larger than 48 points, but not smaller.
03:14If I want to specify an exact height for that row, I would change this from At
03:17Least to Exactly, and now I can type in anything I want.
03:21Let's go ahead and make it 60 points.
03:24As you can see, managing these rows and columns is easy;
03:27sometimes managing the data inside the rows and columns is harder, but there is a
03:31cool trick there that I want to point out before we move on. That is, I can go to
03:35the Edit menu, and choose Edit in Story Editor, and in the Story Editor window, I
03:39can see all the data from my table, all laid out in rows, and columns.
03:43It's a little bit hard to see.
03:45Let me make this wider, and I'll scroll up a bit to the top of my table, and you
03:51can see that this table is anchored in my story, and it starts with Row 1, and
03:55here's each of the columns in Row 1.
03:57Then it goes to Row 2, and those are the columns, and then Row 3, and those are
04:01the columns, and so on.
04:02If you'd rather see this arranged by columns instead of rows, you can
04:06right-click on this little icon up here, or Control+click with one-button mouse,
04:10and then scroll all the way to the bottom of the context menu, and down here,
04:14you can see that we can arrange it by columns.
04:17Now it's the same data, but arranged in a different way.
04:20It all depends on how you want to edit it.
04:22Obviously, managing all these rows and columns isn't all that difficult, but you
04:26do have to pay attention if you want a high quality result.
04:29Now, in the next movie, we'll look at how to add or remove rows and columns, or
04:33even merge some of these cells together.
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Adding and deleting rows and columns
00:00Is your table not big enough for you?
00:02Maybe it's too big.
00:03You can change the number of rows and columns in your table in several ways.
00:08Let's go ahead and add a column at the end.
00:10I'll place my cursor inside that last cell in the table by double-clicking on it,
00:16and now I can just press Tab.
00:18As soon as I press Tab, it doesn't have anywhere to go,
00:20so it makes a new row, and lets me type in it.
00:24Another way to add some rows or columns is to click inside one of your cells, or
00:28select the cell itself, go to the Table menu, and choose Insert.
00:33Now I can choose to insert a row or column.
00:35Let's go ahead and insert a row. In fact, why don't we add two; 2 rows above
00:41wherever the text cursor currently is.
00:43I'll click OK, and you can see it added the rows.
00:46Of course, deleting rows is just the same;
00:49select the row or column;
00:52I'm actually going to select two rows here.
00:54Once again, you don't have to select the whole row;
00:56just select some of the cells in that row, and then go to the Table menu, and choose Delete.
01:00Here, I'll delete those rows.
01:02Here, let's go ahead, and delete another row.
01:04I'll place my cursor in the last row here, that I just created, and right-click, or
01:08Control+click with a one-button mouse, and now I can delete it from the context menu.
01:12I find that a little bit more easy than going to the Table menu.
01:16Obviously, the same thing works with columns.
01:18If I want to add a new column, simply place my cursor in a column that I want to
01:22add it next to, and I'll do the same thing; Insert Column.
01:26There we go; I'll add one to the left. Terrific!
01:29Now let's go ahead and delete it.
01:31Place my cursor inside the cell, and Table > Delete > Column.
01:34I am going to place my cursor inside this heading row, and I'm going to zoom into
01:38200% here with Command+2, or Control+2 on Windows.
01:42And I can see that this heading is constrained inside of its own cell.
01:47I want it to stretch past that cell;
01:48I want it to go all the way over as far as it needs to.
01:52So I'm going to select all of these cells, just by dragging over them, or, let me
01:55click quick over here; show you one other way you can select all the cells, and
01:59that is click to the left of the row.
02:02You see how the cursor changes into a black arrow?
02:04That means it's going to select the entire row.
02:07I'll select that entire row, and I am going to merge those cells together.
02:11To do that, I'll go to the Table menu, and choose Merge Cells.
02:16This acts as a single cell in my table;
02:18I can make this text as long as I want, and it will stretch all the way across the table.
02:22We can also split individual cells into two.
02:25For example, I'll select this cell here --
02:27I don't have to select the cell,
02:29I could just place my cursor in there -- go to Table menu, and choose a Split Cell Horizontally.
02:34In other words, put a line inside the cell, so that I get two; one on top of the other.
02:39I want to go nuts, I could split this cell down here, vertically.
02:43You'll get the idea; you can split cells and merge them.
02:48Now, once you have your basic table structure down, it's time to start paying
02:52attention to formatting it; making it more attractive.
02:54At least, I hope you want to make it more attractive than this.
02:57That's what I am going to cover in the next movie.
Collapse this transcript
Formatting a table
00:00Let's make this table look a tad bit better.
00:03A basic tool for formatting a table is the Table Options dialog box, and you can
00:08get there by placing your text cursor anywhere inside your table.
00:11I'll just double-click on that, then I'll go to the Table menu, and choose Table Options.
00:17Here I'll choose Table Setup, and up comes a Table Options dialog box.
00:22There are a lot of controls in this dialog box, but we are just going to take a
00:25look at the most important ones.
00:27You can change your Table Dimensions up at the top if you want; in other words,
00:30add or remove columns or rows, but I'm going to focus on the Table Border. That
00:35is, what does the border look like around the outside edges of my table?
00:39Right now, I have a 1 point black stroke around the outside edges of this table,
00:44and I am going to change it to have no stroke.
00:46I don't want to have a stroke around the edge of my table here; it looks clunky.
00:49To do that, I change the Color to None.
00:52The Table Spacing value lets me control the spacing before or after the table.
00:57Remember, tables are always anchored in a text flow, so the Space Before and
01:01After is just like spacing before and after of a paragraph.
01:04Now in this case, I don't have any text before or after the table, but I'm still
01:08going to change this, just in case I happen to add some later.
01:12Let's go look at some of the other tabs along the top of this dialog box.
01:15I am going to jump over here to Fills, because that's most fun, and I am going to
01:20change the Alternating panel of this table to Every Other Row.
01:24When I do that, you can see immediately, every other row in the table
01:28gets changed to a gray.
01:30Gray is not very interesting.
01:31Let's go ahead and change that to color, and I'll choose kind of an orange color.
01:38I want the first row to be a little bit lighter, let's say 15%, and then I want
01:43the second row, or every other row, to be the same color, but a darker
01:49percentage; let's say 30%.
01:52Next, let's tackle the strokes; the strokes that go in between every row, and every column.
01:58The problem is that when I look at this table right now, all I'm seeing is these blue lines.
02:03Those are the frame edges that show where the columns and rows are.
02:06I can't see the actual strokes themselves.
02:09So, I am going to click OK, and why don't me zoom in on this, so we can see it
02:12better, with a Command+2, or Control+2 on Windows.
02:15You see all those blue lines there? Not helpful when you're formatting a table.
02:19So I am going to go up to the View menu, and choose Extras, and turn off the frame
02:24edges; Hide Frame Edges.
02:27Now I can't see these blue lines; I just see the strokes themselves.
02:31Back to Table > Table Options > Table Setup, let's move this out of the way a
02:36little bit, and I am going to go to my Row Strokes.
02:40What do I want to have between every row in my table?
02:43Right now, I just have a thick 1 point black line, but in fact, I don't actually
02:47want to have any strokes there.
02:49Now, you'd think that InDesign would make that easy to just turn those off, but
02:53it's a little bit tweaky.
02:54We have to turn on an Alternating Pattern, and then set the Alternating
02:58Pattern to be None.
03:00In other words, I'll set the first row to be None, and then I'll set the second
03:04row to be None, and now they all go away.
03:06I don't need strokes, because I'm using the Alternating Fill.
03:10Now let's do columns.
03:11In this case, I want to have the same stroke in between each one of them, but I
03:15want to make them white instead of black.
03:17Once again, I can't do it to every stroke; I have to make it alternating.
03:21So the first one is going to be a 1 point Paper stroke, and then the Alternating
03:27ones, the every other one, is also going to be 1 point, and Paper white.
03:34I'll click OK, and go back to fit the spread in the window with a
03:37Command+Option+0, or Control+Alt+0. And I can see that this is looking pretty
03:41good, except this header.
03:43This header only shows up on the left page, and I'd also like to see it on the
03:47right page, right there at the top. Can I do that?
03:50Absolutely!
03:51I need to turn it into a header row, and to do that, I select it by clicking
03:55to the left with the Type tool, go to the Table menu, and choose Convert Rows > To Header.
04:02As soon as I do that, you see the header shows up on the right page as well.
04:06I'll click out here in some other cell, and you'll see that those exact same
04:10cells on the header show up on both pages now.
04:14This could be a 50 page long table, and I'd still have the header on every single page.
04:19Now this table is definitely looking a lot better already, but there's more work to be done.
04:24The next step is to format the data in the cells, and then look at how to apply
04:28custom formatting to individual cells.
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Formatting cells
00:01In the last movie, we explored formatting a whole table.
00:04In this movie, we'll take it a step farther, and look at formatting both the data
00:07inside the cells, and then the cells themselves.
00:11I will press Command+2, or Control+2, and I'd like to format the cells in this header.
00:17To do that, I need the Type tool.
00:19So I will double-click inside the table; that switches to the Type tool
00:22automatically, and now I can select all of those cells in that row by clicking to
00:26the left of the row, where I have that little black arrow.
00:29The first thing I am going to do is change the font.
00:31I can do that in the control panel.
00:32I will change the font here to Myriad Pro, and let's change this to Bold.
00:38Notice that because I made a change with a number of cells selected, that change
00:42is made in all the cells.
00:45We should probably make this a little bit smaller; that looks pretty good.
00:49Let's go ahead and center it.
00:51Now let's make the cells a different fill color.
00:54Right now, if I click off here, you can see that it's just white.
00:57So I am going to select all those cells again, and fill them, here in the
01:00control panel, with a color.
01:02Let's choose this orange color; looks good.
01:06We can't see the orange color right now, because the cells are selected, so
01:09we actually see the inverse of the orange color, but I know that it really is orange.
01:14Now I want to change the text color to white.
01:16I can't change the text color inside the control panel.
01:20For that, I need the Swatches panel over here, because I need that little T icon:
01:24the formatting affects text, not the cells.
01:27I will click on that, then click on Paper, and we can see that, again, it's
01:32inverted, but it is white on orange.
01:35In fact, why don't I click out here, and you can see, yes, it really is white on orange.
01:39We have formatted the text inside the cells, and we have given it a different
01:42fill color; now I want to turn my attention to the strokes.
01:46I see those white strokes in the columns, and I don't like those.
01:49I don't like that black line underneath it either.
01:52How do we get rid of those?
01:53Once again, I am going to set the entire row, and then I am going to pay
01:56attention to this weird looking icon in the control panel.
02:00When it comes to formatting tables, it's really important that you understand
02:03what this icon represents.
02:05Each of these blue lines represents one of the strokes inside the current selection.
02:10The bottom and top lines represent the bottom and top lines, or strokes, in the
02:14current selection; not the table, just the selection.
02:17Same thing with left and right; those represent the strokes on the far left side
02:21of the selection, and the far right side of the selection.
02:24This line in the middle indicates that there are center column strokes: 1, 2, 3, 4 of them here.
02:31So if I want to change the strokes of those columns, then I need to turn off all
02:35these blue lines, except for that one in the middle.
02:38There is a little shortcut you should know about, and that's triple-click.
02:42If I triple-click on the outside stroke, it turns off all of them.
02:47Now I can just click on the one in the middle.
02:50Right now, I can see that this stroke is set to white,
02:52so I am going to change that to None.
02:57The column stroke went away.
02:58Now I will turn that blue line off, and turn the one on at the bottom.
03:02That represents the bottom stroke, remember?
03:04I will set that to None as well.
03:06This time I will do it in Swatches panel.
03:08I will click the tab on the Swatches panel to make that go away, then click out
03:12here, and we can see that the strokes disappeared. I like it.
03:16Now I am going to format this cell at the very bottom; this Drawing & Applied Arts.
03:21It's a merged cell, it goes all the way across the whole table, but I want to
03:25make it a little bit more attractive, because this is a section opener.
03:28I am going to do some of the same things I did before.
03:31I'll change the color; this time I want this to be kind of a dark blue. I'll
03:36change the text inside of it to white, because I like that reversed out effect.
03:40I am going to change that font to Myriad Pro Bold again.
03:44Let's make it a little bit bigger, and I will click out here, and see how it looks.
03:50I didn't get quite the solid blue I expected.
03:54I'll select that one more time, and I can see that in the Swatches panel, the Tint
03:58field at that top was set to 15%.
04:00I'm not sure why that happened, but we can fix it; set it to a 100%.
04:04Let's close the Swatches panel, and click out.
04:07Because it's a section start, I want it to be even bigger; taller than it currently is.
04:12So I will select that cell, and up at the right side of the control panel, I am
04:17going to change the height of this to be Exactly, something bigger, let's say 30 points.
04:24The problem is that text is all bunched up here at the top. I want it centered.
04:28I can fix that in the control panel as well. I can click on the Align center button.
04:33That Align center is just like the Align center inside the Text Frame Options,
04:37but in this case, it applies only to the cell.
04:40There are a couple of things you can do to cells that you can't change in the control panel.
04:44So instead, I am going to go to the Table menu, and choose Cell Options.
04:48Then I will choose Text, and inside the Cell Options dialog box, you have a lot more control.
04:54For example, you can change your text insets. That's just like text insets in
04:58the Text Frame Options dialog box.
05:00It lets you control how far from the edge the tex