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- View Offline
- Understanding the role of InCopy
- The InCopy interface and workspaces
- Working with InCopy documents
- Creating InCopy stories
- Workflows between InCopy and InDesign
- Using Track Changes and notes
- Working faster with built-in tools
- Printing and exporting
Skill Level Beginner
A great thing about InCopy is that it shares the same text engine with its big brother InDesign, so you benefit from all these powerful text features as well. Let's take a look. I'm beginning this video with InCopy already open on My Computer, and in the Command bar, at the top of my screen, I'm going to click the Open Document button. I'm going to navigate to the Getting to Know InCopy folder and I'm going to select the vermiculture.idml file and then click Open. This is going to open up my document, by default on My Computer in Story Editor.
And you can change that default view by going to the View menu and choosing your Preference right here. Now, I'm going to switch to Layout view because this is where we'll be able to visually see the changes that we do. So, what I'm going to do is I'm going to zoom in on that top portion. So, I grab my Zoom tool and just zoom in on that. And I'll go back to my Type tool and let's just look at something, let's go to Galley view for a second. Because, I really want to stress something at this point in time, it appears as if there's two places to change the font information on your computer. You see that there's a Galley and Story status down here in the lower right, but then you've got this information up here, next to your Command bar. There is a huge difference between these two location. The option down here is only going to change how Galley and Story view display the content, but if I change any content up here it's actually going to change the appearance in the final file.
Let me show you what I mean. If I highlight some text, let's just change the size to say, 24 point. Now, inside of the Galley view, it doesn't really look like much changed. But if we switch over to Layout view, we can definitely tell that a significant change was made. And this is what I want you to be conscious of, because changing any information up here. In your Character and Paragraph panels, will actually make a change to your document.
But anything you make down here, any changes you make down here, will only effect Galley and Story view, so keep that in mind. I'm going to go to my Edit menu and choose Undo, apply it text attributes. And you should know that your Undo is virtually unlimited, you can undo as many times as you want, back to when you opened your document. So, its quite powerful. Now, the first thing I want to show you is that our text formatting is divided into two primary categories, we have paragraph level formatting and character level formatting.
So, let's start first with character level formatting. And what I'm going to do is I'm going to expand my character panel right now, which is docked up here at the top. So, I'm going to click on this little grippy to the left, and I'm just going to drag this down and float my Character panel on my screen. And to show all of my Options, I'm going to click on this double arrow next to the word character, to expand it to show all of my options. So, first and foremost, I can highlight this text, and when I do you can see that currently Minion Pro is the font that is chosen.
And I'm going to go ahead and make a change, let's click on the font Drop Down menu. And let's choose something different, maybe I'll choose Myriad Pro. And you can really choose whichever font you prefer. And you'll notice that all of the text, in that paragraph, has been changed. But it's important that I, I had to have that text selected, if I'd only clicked inside of here, with character level formatting. If I change the font, nothing's really going to happen. Because I can't really make any changes without any content selected.
Now, in addition, I can select some of this text and I can change the font style. You'll notice I have a separate menu for the font face or style that's being applied, so I'll choose Italic here. Do the same thing for this one, and you can see how this text is now being formatted. One thing I want to point out is that you will not find a B or I button anywhere inside of InCopy to make things Bold and Italic because I cannot fake formatting a font.
If I don't have the actual font, InCopy will not let me apply it, that's important to understand. In addition, when I highlight this text again, I can adjust my letting, which is the space between the lines of copy. I can adjust my kerning, tracking, which is character spacing, and I can adjust the vertical scale and horizontal scale. As well as, baseline shift skew, which is the one exception to the method of making things italic if you don't have an italic font.
I generally discourage using this, but in a pinch it will work. And then, of course, I can also specify the language of my text. In the case that I want to be able to spell check this correctly. So, if you have maybe a French word or Spanish word, you can format that, or at least tag it as a different language, so that spellcheck can check it in that language. So, I'm going to take this Character panel, and move it back up here, and dock it next to my Paragraph panel. And then, lets pull down this Paragraph panel as well, and I will go ahead and click on that double arrow to expand it, if its not expanded all the way and here is the main difference between character formatting and paragraph formatting, to show you this I am going to come up here to my Command bar and turn on the show hidden characters button and what this does is it shows me any hidden characters that are actually inside of this text.
Now, in this particular text example, what I'm going to do is I'm just going to click inside of this text, because I'm formatting it from a paragraph level and I'm going to apply a little bit of first line indent. So, I want to indent the first line of this paragraph. So, if I come over here to where it says First Line Left Indent, I'm just going to hit that up arrow, and you're going to see that it's going to indent that first line of the paragraph. Now, this is really a point to stress because in InCopy, a paragraph is defined by a hard return.
Now, this particular text doesn't have a hard return until way down here, and that is what determines the end of a paragraph, so by rights, this whole thing here is one big paragraph. And I did this on purpose, because I wanted to show you that there are some soft returns in this text. And soft returns essentially break the line at a certain location, without defining a new paragraph. And there are some text habits that you want to keep in mind when you're working in InCopy.
We want to try not to do this when we don't need to. So, for example, if I highlight both of those soft returns and I press Enter on my keyboard, now you'll notice that it puts a hard return there and it's also automatically indenting that first line, because it was already formatted up here. We can get rid of that extra space if we'd like. But then, if I click inside of this paragraph and I remove that first line indent, you'll notice that this one is still here.
And what I'm trying to stress here is that paragraph level formatting doesn't require that you have any content highlighted, it will apply any formatting to the paragraph as a unit. So, in the paragraph panel you have your alignment options up here. You have your left and right indent, first line indent, last line right indent, space before and after the paragraph, you have you're drop cap and then this is a really powerful tool. It allows me to click inside of here. And I can simply turn off the hyphenate button, and that will eliminate any hyphenation in this power graph, I'll turn that back on. And finally, you can also align the text to the baseline grid in this power graph panel.
I'm going to move this up next to the Character panel once again. And so, you can see that you have unlimited control of text in your document, and can format content as needed to achieve the desired result.