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Setting up swatch and style defaults

From: InDesign CS4 Beyond the Basics

Video: Setting up swatch and style defaults

I am often asked how you can get a color swatch to show up in every new document. For example, let's say your corporate color was Pantone 286. You are sick of creating new documents and adding the swatch every time. Here is the trick. Add it once, but while no documents are open. Right now, I have no documents opened. We call this the no-pub state, the no publication-open state and in this no- pub state, I am going to go ahead and create a new swatch. I will open the Swatches panel. Let's make this a little longer, so we can see more swatches in here, and I will go ahead and add a new swatch. I am going to make it a Spot color and I believe I said Pantone 286, so I'll pick the Pantone Solid Color Swatches here and I will type in 286.

Setting up swatch and style defaults

I am often asked how you can get a color swatch to show up in every new document. For example, let's say your corporate color was Pantone 286. You are sick of creating new documents and adding the swatch every time. Here is the trick. Add it once, but while no documents are open. Right now, I have no documents opened. We call this the no-pub state, the no publication-open state and in this no- pub state, I am going to go ahead and create a new swatch. I will open the Swatches panel. Let's make this a little longer, so we can see more swatches in here, and I will go ahead and add a new swatch. I am going to make it a Spot color and I believe I said Pantone 286, so I'll pick the Pantone Solid Color Swatches here and I will type in 286.

Here we go. That's the color I want. That actually happens to be my favorite blue so I am going to pick that, click OK, and we can see that it added to the bottom of the Swatches panel. Now because I did this while no documents were open, it will now show up in every new document I create. You can make other changes while no documents are open too. For example, did you know that you can actually reorder the swatches in the Color panel? Most InDesign users never tried, so they never realized they can do that. For example, Registration is right up here next to Black. I don't know why Adobe does that. That's really annoying, because Registration is very different than Black.

Sometimes people choose Registration by accident, so I am going to drag Registration all the way down to the bottom here, until I see that big black bar at the bottom, and when I let go it moves down to the bottom of the list. If we use Pantone 286 a lot in our documents, go ahead and move it up to the top. If we want to get rid of something, go ahead and delete it. I will just throw away that Darker Blue. Set up the Swatches panel just the way you want every new document to look, and it will stick there. You can do this with other panels as well. For example, Paragraph Styles. Let's say you always want to have a paragraph style called Body.

No problem. While no document is open, create a new paragraph style. I will call this Body. I am going to come over here and let's make this Minion Pro, maybe 11 on 15, something like that, click OK, and you can see now it shows up here. I'll even select it in the Paragraph Styles panel, which makes it active, and now that's going to be active in every new document I create. There's all sorts of things you can set up while no documents are opened. You can add object styles, table styles and more, or you could set up your Preferences. When you set up your Preferences while no documents are open, they apply to every new document you create from then on.

For example, I will open the Preferences dialog box by choosing Preferences from the InDesign menu on the Mac, or from the Edit menu on Windows, and I'll come in here and change something in the Type Preferences. For example, I always like having Apply Leading to Entire Paragraphs turned-on. That's just the way I like InDesign to work, and I want all new documents I create from now on to have that setting. So I turn it on once while no documents are open, click OK, and now it will apply to all my new documents. Let's try it out. I want to create a new document, I click OK, and now let's see if it's there. I'll open the Swatches panel. Here we go, Registration at the bottom. Pantone 286 is automatically added here. It looks great.

The paragraph style is there, and the Preference is going to going to be set up by that, if we go back to Preferences, go to Type Preferences, there we go, the check box is turned on. This is a great example of how you have to take a little time now to save even more time in the future. Set up your default no-pub state, and you'll thank yourself later.

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This video is part of

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InDesign CS4 Beyond the Basics

90 video lessons · 24515 viewers

David Blatner
Author

 
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  1. 2m 11s
    1. Welcome
      1m 3s
    2. Using the exercise files
      1m 8s
  2. 25m 16s
    1. Reviewing Control panel shortcuts
      8m 34s
    2. Managing panels
      6m 14s
    3. Letting InDesign do the math
      2m 52s
    4. Using Selection tool clicks
      1m 39s
    5. Using Quick Apply shortcuts
      3m 2s
    6. Setting up context shortcuts
      2m 55s
  3. 23m 51s
    1. Using column guides
      3m 42s
    2. Formatting and positioning guides
      5m 15s
    3. Setting first baseline options
      5m 30s
    4. Using the Document grid
      3m 13s
    5. Setting bleeds
      3m 3s
    6. Using slugs
      3m 8s
  4. 48m 2s
    1. Shuffling pages (or not)
      2m 47s
    2. Scaling objects to a specific size
      2m 32s
    3. Aligning objects to a page
      4m 41s
    4. Using advanced libraries
      4m 5s
    5. Using advanced anchored objects
      11m 21s
    6. Setting non-printing objects
      3m 10s
    7. Creating notes
      5m 23s
    8. Using Data Merge
      10m 41s
    9. Creating templates
      3m 22s
  5. 39m 32s
    1. Creating polygons and starbursts
      2m 35s
    2. Setting custom stroke styles
      5m 15s
    3. Using advanced effects
      8m 46s
    4. Making masks in InDesign
      4m 10s
    5. Integrating InDesign and Illustrator
      4m 59s
    6. Setting compound paths
      5m 4s
    7. Using advanced clipping paths
      6m 6s
    8. Using advanced image transparency
      2m 37s
  6. 55m 26s
    1. Using advanced text formatting
      5m 37s
    2. Using other languages
      4m 22s
    3. Setting advanced paragraph numbering
      3m 12s
    4. Using GREP to find/change
      6m 54s
    5. Managing glyphs
      5m 6s
    6. Finding and changing glyphs
      2m 39s
    7. Adding footnotes
      7m 57s
    8. Creating outlines
      3m 39s
    9. Setting conditional text
      9m 16s
    10. Creating cross-references
      6m 44s
  7. 33m 3s
    1. Advanced text importing
      7m 49s
    2. Using Apply Next Style
      5m 4s
    3. Advanced text styling
      6m 9s
    4. Setting load styles
      2m 58s
    5. Linking to text files on disk
      4m 1s
    6. Understanding GREP styles
      7m 2s
  8. 1h 4m
    1. Building a multi-document book
      4m 42s
    2. Setting page numbering across books
      7m 53s
    3. Setting chapter numbering
      6m 7s
    4. Using the Section Marker feature
      6m 53s
    5. Creating "Continued On..." numbers
      4m 44s
    6. Synchronizing documents in a book
      5m 41s
    7. Creating a table of contents
      11m 24s
    8. Indexing documents
      7m 24s
    9. Generating an index
      6m 47s
    10. Printing or exporting a book
      3m 10s
  9. 46m 4s
    1. Creating hyperlinks
      12m 53s
    2. Setting bookmarks
      6m 7s
    3. Creating buttons
      11m 16s
    4. Making movies
      8m 24s
    5. Creating sounds
      4m 51s
    6. Setting page transitions
      2m 33s
  10. 25m 59s
    1. Setting up swatch and style defaults
      3m 24s
    2. Using mixed ink colors
      6m 16s
    3. Working with duotones
      4m 23s
    4. Overprinting
      2m 10s
    5. Ink aliasing
      4m 50s
    6. Using the Kuler panel
      4m 56s
  11. 50m 27s
    1. Creating the transparency blend space
      4m 6s
    2. Understanding InDesign color settings
      9m 8s
    3. Assign Profile and Convert to Profile
      3m 26s
    4. Working with RGB images
      7m 54s
    5. Working with CMYK images
      6m 28s
    6. Soft-proofing
      5m 18s
    7. Managing color at print time
      7m 25s
    8. Managing color in a PDF export
      6m 42s
  12. 42m 1s
    1. Embedding preflight profiles
      5m 1s
    2. Using the Transparency Flattener preview
      3m 23s
    3. Reviewing Transparency Flattener settings
      6m 30s
    4. Setting print presets
      3m 35s
    5. Setting PDF presets
      3m 21s
    6. Exporting to XHTML
      7m 42s
    7. Exporting to SWF
      6m 45s
    8. Exporting to XFL
      5m 44s
  13. 25m 58s
    1. Understanding XML and InDesign
      6m 51s
    2. Structuring InDesign content
      4m 17s
    3. Importing XML
      6m 57s
    4. Exporting to XML
      7m 53s
  14. 34s
    1. Goodbye
      34s

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