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Managing tracked changes in a document

From: InDesign CS5 New Features

Video: Managing tracked changes in a document

Here is feature that users have been asking for forever in InDesign and that is the ability for InDesign to track changes, kind of like how Microsoft Word or other word processing programs let you turn on Track Changes so you see a visual markup of what was added to text, what was removed from text and you can choose instance by instance to accept or reject that change. InDesign CS5 has this built-in. So what you probably want to do before you start using the feature is to give yourself a user name and a user color because your Track Changes markup is identified by your user name and user color.

Managing tracked changes in a document

Here is feature that users have been asking for forever in InDesign and that is the ability for InDesign to track changes, kind of like how Microsoft Word or other word processing programs let you turn on Track Changes so you see a visual markup of what was added to text, what was removed from text and you can choose instance by instance to accept or reject that change. InDesign CS5 has this built-in. So what you probably want to do before you start using the feature is to give yourself a user name and a user color because your Track Changes markup is identified by your user name and user color.

So we go to File, go down to User. This is the same dialog box where you set up your name and color for Notes which was introduced a couple of versions ago, but I'm going to give myself the Name Anne-Marie and Gold is the default Color. I don't know. Should I'd be Sulphur? No, I don't think so. I'll be Peach. There we go. Click OK. Now you're not quite finished because Track Changes is not turned on by default. If you think about it, that make sense. Otherwise, every single thing you did in the InDesign Text Frame would be counted as an addition.

So the idea is that you have something that is pretty close to final, or that is in first proof stage and then you turn on Track Changes before you start editing it. So you can do it story by story or you can turn on Track Changes for the entire document at once. Let's say that we want to turn on Track Changes for this story right here. So to turn on Track Changes, you click inside of a Story and then you can choose to turn it on in one of a couple of places. The first one is the Type menu and of course, which makes sense.

Go down to Track Changes where there is an entire fly-out menu and you can turn on Track Changes in Current Story or you can turn on Enable Tracking in All Stories. I'll just go ahead and choose Enable Tracking in All Stories and nothing major happens on screen. The other place that you can turn on and turn off Track Changes is in the Track Changes panel. Yes, a new panel. I know you're excited. Go to the Window menu and there is a new fly-out called Editorial where they have gathered the editorial related panels in one little group.

So Assignments are for when you're working within an in-copy workflow. Notes are for inline notes and there is Track Changes. So I'll choose Track Changes. This button right here turns Track Changes on and off for the active story. It also has in its panel menu the same commands as from the Type menu. All right, so let's go ahead and make a change in the story. I'll say bite off a lot more than you can chew, so a lot. Now you might be thinking, well, what's the big deal? I don't see anything different here. Of course not! You don't see the Track Changes markup in layout because otherwise you might accidentally one day forget to accept or reject the markup and it would end up in a printed piece or in a PDF.

No, the only place that you can actually see the markup for Track Changes is in the Story Editor window. If you've never used it before, this is a great time to get to know it. It's a wonderful feature. Go to the Edit menu and choose Edit in Story Editor or press Command+Y or Ctrl+Y, and you'll see your change appear in your user colors. So there is my change in Peach. If I click inside it, let me bring this over. You can see that the Track Changes panel tells me who made that change. If I click outside of it, it says there is no change there.

Now what about this bit up here? What's this pink? Well, if you click inside it, you'll see that this is a change that another user made. So Track Changes is ideal for when there are more than a couple of people working on the same document. You want to see who made which change. That's why it's important to give yourself a Username and unique User Color also helps. So you can see when he made the change and what he did. So here he Added Text, here he Deleted Text. So when you add text, it just appears with your User Color highlighted behind it.

When you delete text, it appears with a strikethrough. There is one more kind of markup. If I select text and then drag-and- drop it, then it's called Moved Text. So the new location gets a box around it. Let's take a look at another Story that has some Track Changes. I'm going to click in this Story and press Command+Y or Ctrl+Y, and we can see that Kirk already made a lot of changes here. So he Added Text. He changed really great to beautiful. He got rid of the word Bazillions and changed it to Thousands. I think everything looks good except that he might have missed a couple of changes.

So its colors and shapes shouldn't have an apostrophe. So I'm going to delete that and that gets marked up with my change. Now you can make this change here in the Story Editor window or directly in the layout as long as Track Changes is enabled. Here is another instance of the superfluous apostrophe. As long as Track Changes is enabled for that Story, and again you can check with your Track Changes panel right there, then it is tracking your change, and you can verify it just by quick visit over to Story Editor, that's Command+Y or Ctrl+Y. You can see yes, I just tracked that last change that I made.

When you save this document and when you close it, Track Changes is still enabled for those stories. So if I sent this to my freelancer and she or he has InDesign CS5, they don't need to worry about turning Track Changes on or off. It's automatically going to be tracking their changes. It's not until somebody actually turns it off after they've opened it up, that Track Charges has been turned off. Now if I'm happy with what the layout looks like, if I'm happy with this version here of the text, I don't need to do anything else. I can go ahead and print it and I can export it to PDF, and archive the job and go on to next project.

So, it's not really required to go through and accept all those changes. Though, I'm sure that some neat-nicks will really be feel compelled to make sure that all of that markup has gone. It's really easy to do. One of my favorite things just to go to the Type menu, go down to Track Changes and say Accept All the Changes in this document. Nice and neat. But more likely, if you're using Track Changes, you want to look at them one by one and accept them or reject them as you go. In that case, you really need to do that in the Story Editor window.

So you click inside the Story, open up the Story Editor window, click inside the first change and then it's easiest to use the Track Changes panel. So if I want to accept this change, then I click the checkmark. Notice it says I can Option+Click or Alt+ Click to Accept Change and jump to the next one, which I'll go ahead and do, I'm going to Option+Click and so it got rid of the markup, and because that was Added Text it left it in there. If I want to accept the deletion of the phrase, really great, I'm going to Option+Click here and it actually gets rid of it and the markup is gone.

So after you accept or reject, there is no history of that. If you are satisfied with all of the user's changes, you can accept or reject a change by a User which is pretty cool, so Accept All Changes by This User > In This Story or In This Document, while leaving your changes and everybody else's changes alone. So you do have a lot of flexibility as far as this is concerned. Now I know lot of people will be wondering, gee is there anyway that I can print this out or export it to PDF or have some sort of record of it before I Accept or Reject the changes and unfortunately, not in InDesign.

The only thing that's left for you to do is you do a Save As before you Accept or Reject. If you have InCopy, InCopy users can open up this document and they can print or export to PDF all of the Track Changes markup. I do have a video at lynda.com that deals with an InDesign InCopy Workflow that explains that, but otherwise, no there is no way to have a physical or a PDF record of all of your Track Changes markup because layout doesn't show the markup. So when you're done and you've accepted or rejected everything that you want to do, I usually recommend then you Disable Track Changes in the document, just so that it's not a surprise for anybody who works on it in the future.

So all you need do is go down to Type > Track Changes > Disable Tracking in All Stories and you're done. So there you have it, the new Track Changes feature in InDesign CS5. Finally here, thank you Adobe.

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This video is part of

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InDesign CS5 New Features

32 video lessons · 19398 viewers

Anne-Marie Concepción
Author

 
Expand all | Collapse all
  1. 4m 51s
    1. Welcome
      1m 16s
    2. The differences between InDesign CS4 and InDesign CS5
      3m 0s
    3. Using the exercise files
      35s
  2. 22m 48s
    1. Working with the Selection tool
      9m 54s
    2. Learning the live corner effects
      4m 11s
    3. Working with the enhanced Layers panel
      5m 57s
    4. Using Auto-Fit to set images
      2m 46s
  3. 40m 51s
    1. Exploring Mini-Bridge
      12m 59s
    2. Using the Gridify technique
      5m 0s
    3. Working with the Gap tool
      4m 24s
    4. Using Live Distribute
      1m 42s
    5. Getting into Live Captions
      8m 50s
    6. Mixing page sizes with the new Page tool
      7m 56s
  4. 19m 55s
    1. Working in Presentation mode
      2m 51s
    2. Understanding document-installed fonts
      5m 53s
    3. Using multithreading for faster PDF exports
      3m 0s
    4. Managing tracked changes in a document
      8m 11s
  5. 8m 4s
    1. Spanning and splitting columns
      6m 8s
    2. Balancing columns
      1m 56s
  6. 26m 20s
    1. Creating documents with interactive features
      7m 59s
    2. Using the new Preview panel
      6m 51s
    3. Exploring new FLA export options
      6m 19s
    4. Using the Export to Interactive PDF command
      5m 11s
  7. 11m 1s
    1. Using the Media panel
      6m 58s
    2. Creating and using navigation points
      4m 3s
  8. 23m 36s
    1. Animating objects with the Animation panel
      8m 57s
    2. Creating and editing motion presets
      5m 16s
    3. Controlling animations with events and actions
      4m 24s
    4. Managing multiple animations with the Timing panel
      4m 59s
  9. 9m 55s
    1. Creating multistate objects with the States panel
      6m 10s
    2. Navigating states with button actions
      3m 45s
  10. 22s
    1. Goodbye
      22s

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