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Saving and reverting documents

From: InDesign CS5 Essential Training

Video: Saving and reverting documents

After you start working on a document, you'll notice that up here in the Document Title tab right next to the name of the title, you'll see a little asterisk, and that asterisk means that something has changed about this document. You've changed some text, you've moved something, anytime you do anything to a document, InDesign reminds you that it is not yet saved by giving you that little asterisk. So you can now save this to disk. Under the File menu, you have three different options for saving things to disk: Save, Save As, or Save a Copy. Now, Save is pretty much the same in every program.

Saving and reverting documents

After you start working on a document, you'll notice that up here in the Document Title tab right next to the name of the title, you'll see a little asterisk, and that asterisk means that something has changed about this document. You've changed some text, you've moved something, anytime you do anything to a document, InDesign reminds you that it is not yet saved by giving you that little asterisk. So you can now save this to disk. Under the File menu, you have three different options for saving things to disk: Save, Save As, or Save a Copy. Now, Save is pretty much the same in every program.

It simply saves over the current version that's on the Desktop, or on your computer hard-drive. Save As gives you an extra option, so I want to point this out here. I'm going to go ahead and save this to my Desktop. I'm going to call it My Document, because Save As always lets you change the name of a document to whatever you want it to be, but this also gives me the option to choose a format. InDesign CS5 document, or the InDesign CS5 template. So what is a template? A template is a way that you can create a document that you or somebody else could open later, and when it's opened later, it will always open as untitled.

It won't open that template. It'll open up a duplicate of it, which is untitled, nice and fresh, and easy to start working on. Then when that gets saved, it will save as a new document, not over the template. It doesn't erase the template when you open it. So, that can be very handy, when you're trying to create something that you're going to use as a basis for work later. But in this case, we're simply going to create an InDesign document, and I'll go ahead and click Save. So it saves it to my hard-drive as the name My Document, and then I can start working on it some more.

So I'll move this over here, and this over here -- you get the idea. You can play around with your document, do whatever you're going to do with it, and then later choose once again Save, which erases the original and overwrites it with that same name. Save As, which we just looked at, gives you the option of changing the name, or this is one of my favorites Save a Copy. Save a Copy is kind of interesting, because it looks just like Save As, but it does something slightly different. I'm going to go ahead and save this as My Document copy. It still gives me the option of saving it as a document or a template, lets me choose where I want to save it, but when I save it, something very subtly different happens, look at the Title bar up here.

It still says My Document, and there's still an asterisk there. That means I'm still working on the changed original document. So what did Save a Copy do? Well, Save a Copy saved the current state of the document. In other words, with all of these changes, but it saved it off without overwriting my original. And in fact, it doesn't even open it. It just saves it off to the side. This is very helpful, when you're saving what I call a Base Camp. Basically, I might want to come back to the document in this state, or I might just throw it away, either way.

So very handy for that kind of thing, I just wanted to point out that those are the three options that you have in InDesign: Save, Save As, or Save a Copy. Now, there's one other thing that I want to point out about saving documents. This is an on-going debate, whether you should save to, or open files from a server. Now I personally believe that people should only save to their local hard-drive, and they should only open documents from their local hard-drive. So if you're working on a server, I believe that you should move those documents from the server to your local hard- drive, and then open them, and then save them.

Later, when you want to put them back on the server, you can copy them or move them back to the server. In my opinion, it's just far more reliable. Now, however I'm sure there's a lot of people who disagree with me. To be fair, many people work on files, save directly on a server, they have no problems, but it just makes me nervous. And ultimately the choice is yours.

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This video is part of

Image for InDesign CS5 Essential Training
InDesign CS5 Essential Training

135 video lessons · 90373 viewers

David Blatner
Author

 
Expand all | Collapse all
  1. 5m 50s
    1. Welcome
      1m 33s
    2. What is InDesign CS5?
      2m 26s
    3. Using the exercise files
      1m 51s
  2. 54m 49s
    1. Understanding the Application window
      6m 0s
    2. Navigating pages
      6m 39s
    3. Zooming and magnifying
      6m 57s
    4. Managing more than one document window
      3m 36s
    5. Setting rulers and measurements
      2m 9s
    6. Positioning panels correctly
      6m 28s
    7. Saving time by making workspaces
      3m 24s
    8. Setting the view quality of artwork
      4m 9s
    9. Adjusting View and Preview settings
      4m 56s
    10. Rotating pages and spreads
      3m 2s
    11. Displaying a new view with the New Window feature
      3m 29s
    12. Setting application and document preferences
      4m 0s
  3. 21m 31s
    1. Using the Tool panel
      8m 1s
    2. Learning and editing keyboard shortcuts
      6m 24s
    3. Working with spring-loaded tool shortcuts
      1m 17s
    4. Using contextual menus
      2m 51s
    5. Choosing menu items with Quick Apply
      2m 58s
  4. 45m 25s
    1. Creating new documents
      7m 28s
    2. Saving and reverting documents
      3m 41s
    3. Using multiple Undo and Revert
      4m 28s
    4. Setting margin and column guides
      5m 16s
    5. Using ruler guides
      8m 10s
    6. Bleeding colors or images off the side of the page
      4m 29s
    7. Saving objects in libraries
      4m 49s
    8. Exporting and importing page snippets
      4m 29s
    9. Saving for CS4 with IDML
      2m 35s
  5. 31m 18s
    1. Inserting, deleting, and moving pages
      7m 23s
    2. Changing page size
      6m 14s
    3. Adding page numbering
      3m 43s
    4. Changing page numbering with sections
      5m 58s
    5. Creating and applying master pages
      5m 20s
    6. Overriding master page items
      2m 40s
  6. 1h 21m
    1. Understanding text frames
      4m 6s
    2. Typing and editing text
      4m 36s
    3. Filling with placeholder text
      2m 38s
    4. Inserting special characters
      4m 43s
    5. Importing text
      7m 49s
    6. Threading text frames
      4m 1s
    7. Setting text frame columns and insets
      6m 32s
    8. Setting vertical justification and first baseline position
      6m 9s
    9. Putting text on a path
      6m 51s
    10. Using the Story Editor
      8m 43s
    11. Checking spelling
      7m 42s
    12. Using Find/Change
      9m 25s
    13. Tracking text changes
      8m 1s
  7. 49m 50s
    1. Importing graphics
      8m 11s
    2. Importing from Mini Bridge
      5m 27s
    3. Using the Links panel
      6m 34s
    4. Embedding links
      2m 37s
    5. Editing graphics in their original app
      3m 14s
    6. Fitting graphics to a frame
      6m 12s
    7. Taking advantage of image transparency and clipping paths
      4m 53s
    8. Adding live captions
      5m 56s
    9. Colorizing images
      2m 1s
    10. Turning image layers on and off
      4m 45s
  8. 46m 15s
    1. Selecting objects
      5m 32s
    2. Applying basic strokes and fills
      8m 18s
    3. Using advanced strokes
      3m 28s
    4. Adjusting transparency
      4m 38s
    5. Adding drop shadows
      6m 41s
    6. Applying feathering
      4m 25s
    7. Copying formatting with the Eyedropper tool
      4m 35s
    8. Finding and changing object formatting
      4m 50s
    9. Making polygons and starbursts
      3m 48s
  9. 22m 56s
    1. Making interactive documents
      2m 6s
    2. Adding hyperlinks
      5m 52s
    3. Building bookmarks
      3m 38s
    4. Creating buttons
      8m 57s
    5. Animating an object
      2m 23s
  10. 23m 29s
    1. Creating color swatches
      5m 52s
    2. The danger and power of unnamed colors
      4m 47s
    3. Building tint swatches
      2m 18s
    4. Creating gradient swatches
      3m 56s
    5. Applying gradients
      6m 36s
  11. 50m 0s
    1. Positioning objects with the Page Gap tool
      2m 53s
    2. Stacking objects
      2m 13s
    3. Creating and controlling layers
      3m 53s
    4. Managing objects in the Layers panel
      3m 37s
    5. Nesting objects
      2m 46s
    6. Editing frame and path shapes
      4m 6s
    7. Adding rounded corners and other corner options
      3m 57s
    8. Grouping objects
      3m 14s
    9. Locking objects
      2m 39s
    10. Aligning and distributing
      5m 43s
    11. Understanding text wrap
      8m 13s
    12. Using anchored objects
      6m 46s
  12. 18m 49s
    1. Duplicating objects
      5m 39s
    2. Rotating objects
      3m 3s
    3. Scaling objects
      3m 57s
    4. Mirroring objects
      3m 46s
    5. Using the Transform Again feature
      2m 24s
  13. 25m 52s
    1. Applying basic character styling
      7m 8s
    2. Applying advanced character formatting
      4m 54s
    3. Changing case
      2m 51s
    4. Understanding OpenType features
      3m 19s
    5. Using Find/Change for text formatting
      3m 18s
    6. Using Find Font
      4m 22s
  14. 45m 27s
    1. Applying formatting to a paragraph
      4m 14s
    2. Spanning a paragraph across multiple columns
      3m 5s
    3. Splitting a paragraph into multiple columns
      2m 1s
    4. Using drop caps
      3m 16s
    5. Adjusting text hyphenation
      3m 21s
    6. Fine-tuning justified text
      4m 19s
    7. Setting tabs
      5m 54s
    8. Aligning to a baseline grid
      4m 24s
    9. Controlling orphans and widows with Keep Options
      2m 39s
    10. Adding rules (lines) above or below a paragraph
      3m 14s
    11. Adding automatic bullets
      4m 39s
    12. Working with numbered lists
      4m 21s
  15. 31m 3s
    1. Creating and applying paragraph styles
      6m 34s
    2. Using character styles
      5m 43s
    3. Applying styles automatically with Nested Styles
      7m 19s
    4. Using object styles
      3m 27s
    5. Using Quick Apply with styles
      2m 49s
    6. Cleaning up a local formatting mess
      5m 11s
  16. 37m 0s
    1. Creating a table
      5m 54s
    2. Adjusting rows and columns
      6m 35s
    3. Formatting a table
      8m 5s
    4. Adding headers and footers
      1m 58s
    5. Applying table styles
      5m 32s
    6. Adding Microsoft Word and Excel tables
      8m 56s
  17. 10m 26s
    1. Checking your document with the Preflight panel
      2m 54s
    2. Creating a custom preflight profile
      4m 45s
    3. Checking color with the Separations Preview
      2m 47s
  18. 31m 7s
    1. Packaging for output
      4m 13s
    2. Using the Print dialog box
      10m 22s
    3. Exporting a PDF
      8m 47s
    4. Exporting an interactive PDF
      3m 59s
    5. Exporting text
      1m 36s
    6. Exporting SWF files
      2m 10s
  19. 1m 32s
    1. Finding more information and help
      1m 12s
    2. Goodbye
      20s

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