Join Anne-Marie Concepción for an in-depth discussion in this video Linked text frames in CC Libraries, part of InDesign CC 2018 New Features.
- [Instructor] Linked text is an entirely new feature for InDesign CC 2018, and I know that a lot of people are going to be very excited about it. I mean, imagine being able to grab one snippet of text, one text block, one text frame, and place it into multiple InDesign files, and then when you update one of them, all the other ones update to match. It's fantastic for keeping boilerplate text accurate among multiple pieces, and also it's not just within InDesign files, it also works with other programs.
Now in this video I'm going to give you an overview of how linked text works and then in the next video, we'll dive deep into some workarounds that you may need to use to make the feature work how you'd like. Remember, it's a 1.0 feature at this point, but it's pretty slick. So let's check it out. I have a brochure open. And I'm going to go down to the inside spread. And let's say that it is this testimonial here that I would like to place into multiple marketing pieces.
And then if somebody tells me, uh-oh, you're not supposed to use the word sneaking under I have a sneaking suspicion, I can just delete it once and every instance where I've placed it will automatically update to match. The first step is to open up CC library's panel, which should be part of your dock. And here I already have a CC library going on for Pixelford Marketing with some colors, styles, and graphics. Now I'm going to add some text. So I select the text frame, or I could swipe over text and just bring that over as linked text.
But in this case all the text in the text frame is what I want to bring over, so I'll select it and I can drag and drop it, or I can use the plus symbol at the bottom and choose just Text. I just want to bring the text over. But for now I'm just going to drag and drop it. And it comes in as text. And you can see a little preview. And then you click this a couple times slowly so that you can edit the field and I'll call this testimonial. Now it retained both the formatting, the styles, and the text itself.
If I go to a new document, and I just created a completely blank document, nothing up my sleeve, okay? And I'm going to bring in this frame, I just drag it out. And then when I release my mouse button, I can click to place it or drag to place it, just like anything else that you're placing. But notice, it gets a cloud icon here, indicating that it is linked to CC libraries. And if I look in my Links panel, it also appears there with a cloud. Let's place it in another place. Here I have a magazine for Pixelford, and let's say that I want to bring the testimonial in here.
Now this might not be the exact spread that I want to place it in, but let's just bring it in to see what it looks like. So I'm going to drag this in and drag it out like that. And it retained its text wrap, as you can see. Now, how do I update this text? I can go ahead and edit text here, like I'm going to zoom in, so all this text is completely editable. I have a wonderful suspicion, for example, but this does not affect the links at all. You can make local changes within the file.
To actually change all of the instances, you have to edit the instance that's inside the CC library, and it's as simple as double clicking on it. It opens up in a temporary InDesign file. And here I'll say, I'm just going to add Anne-Marie in all capital letters so it's easy to spot, and then I'll close it, it says save changes, yes please, and then when I go to the other instances, in this document it says edits have been made, uh-oh. Remember that I changed the text to wonderful? I'm going to lose those edits by updating.
Yes, please. And that's what happened. So if you make local edits and then you update the source file inside CC libraries, you're going to lose those edits. And that's one of the things I'll be talking about in the next video, but I just wanted to call your attention to that. Here in testimonial test, it automatically updated on its own because I made no edits to it. And that's what's going to happen to any documents that you have open, of if you brought this in to a document and you closed it, the next time you open it, it's automatically going to update because documents will always check with the mother ship, with the CC library in the cloud, to see if they have the latest version here.
One interesting thing is that the source frame, the one that you originally brought into CC libraries is not linked. There's no little cloud icon there. And I would love to see that feature added to say link this to that or hold down the option or alt keys, you drag it over to automatically make a link, but it isn't, so you'd have to delete this and drag it over from here if you want this to be part of the party here. Let me bring it like this, there we go. So that's how linked text works in InDesign with CC libraries, and now let's look at some special cases in the next video.
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