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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
When you're just getting started, it can be frustrating to navigate an InCopy document. So, let's open a document so I can show you some different techniques to help you navigate your InCopy document more efficiently. I'm beginning this video with InCopy already open on My Computer. And I'm going to click on the second button, which is the Open Document button in the Cmd bar. So, when I click that button I'm going to navigate to the Getting To Know InCopy folder in my Project Files folder and I'm going to select the vermiculture.idml file, click Open.
And now you can see that this document is open inside of InCopy. Now, because my preferences are set to open in Story view, that is the default mode that is open. I'm going to click on the Galley tab, and one of the most efficient ways that you can navigate in this mode is by simply using the scroll wheel on your mouse. So, using that scroll wheel I can scroll up and down, you can also use the Scroll Bar on the right side of your screen if you want to very quickly navigate through your document.
Now, one of the ways that I like to navigate in this mode is using the Page Up and Page Down keys on my keyboard. So, if I click the Page Down key you'll see that it jump one page at a time allowing me to read this content or find the area in which I want to work. Now, as I'm working in this particular mode I may be editing and lets do something here, I'm going to change the font down here in my. Galley and Story view options to let's go with 18 point, and we'll go with space and a half.
So as I'm scrolling through here, let's say I'm reading this content, I'm editing and I realize, oh, you know what, I want to double check something about what is quoted here. And the challenge here is, is being able to get back to where I was. So, what I'm going to do is I'm going to put my cursor at this location, and I'm going to come up here to the Edit menu, and I'm going to go to Position Marker. Insert Marker and you'll notice that the keyboard shortcut is Shift+Cmd+Left Bracket or Shift+Ctrl+Left Bracket in Windows and when I choose that option it's going to insert what's called a Position Marker, so I'm going to continue reading and then I get down to the bottom and I'm going to say, okay here's where I wanted to reference, but then I'm going to quickly get back to where I was. I can go to Edit > Position Marker > Go To Marker, and that will jump right to the location where I was previously at.
So it's a quick way, especially when you're dealing with lengthy text, to get back to where you were. And when you're finished and you no longer need that marker, you can go to edit position marker, and choose remove marker, and that'll remove that item. Now, let's go ahead and switch back to our Layout view. Because, to someone who's not quite used to InDesign, as an application, Layout view most accurately represents what an InDesign page will look like. And people tend to have difficulty navigating in this view. So, first of all, one thing I can do is I can zoom in on this text, because I don't know about you, but this is a little bit hard to read. So, I can zoom in a couple of different ways.
Over here in my tool bar I can click on the Zoom tool and that will make my Zoom tool active. And to zoom in on this text you can just click once with your mouse and that will zoom in incrementally. But to more accurately zoom in on an area, what I like to do is marquee the area, and what that means is I'm going to Click and Drag with my mouse around the area that I want to zoom in on, and when I release it zooms in on that area. So that's quite a powerful way that I can navigate throughout this document.
If I want to zoom out with this Zoom tool, I simply hold down the Option key on Mac or the Alt key on Windows and click, and I will incrementally zoom out on the document. But I will tell you one of my favorite keyboard shortcuts when working in the Layout view, is Cmd+0 on Mac or Ctrl+0 on Windows which will fit my document to my window. You can do the same thing by going to the View menu and choosing fit page in window.
You also have these commands from the View menu but it's a lot easier if you can avoid going to the menu every time. In addition, I can zoom in and out by pressing Cmd Plus on Mac or Ctrl Plus on Windows and that will incrementally zoom in on my document as well to zoom out, I simply press Cmd Minus on Mac or Ctrl Minus on Windows to zoom out in my document. Now, I'm going to go ahead and zoom in on the top of this story one more time.
Because another tool that is helpful for navigating your document is the hand tool, found over here in the tools panel, with this tool I can Click and Drag with my mouse. And this is essentially just like sliding a piece of paper on your desk. You know, I'm just moving this up and it's allowing me to view a, a different area of my page within my document window. Now, here's a really nice tip that I like to show to users, because there's a really nice feature in InCopy called power zoom and power zoom works actually with the hand tool and here's how it works.
When your zoomed in on area and you want to look at a different area of your page, in Layout view click and hold with your mouse, and you'll notice that my cursor changes, and a red rectangle appears, indicating that the area that was zoomed in. Now, if I move this to a different area, and I let go of my mouse, it zooms back in to that area, to see this, I'm just going to zoom in a little bit further here. And let's do it again, I'm going to click and hold with my mouse.
Now, I can move to a different area, and this is a really nice feature of Power Zoom. I'm still holding down the mouse, but if I drag down, I can actually scroll through my document as well to different areas, so this is another great way to get to where I'm trying to focus. And when I find the area I want to edit, I let go and it zooms in on that area. So, I'm now going to press Cmd 0 on Mac, Ctrl 0 on Windows to zoom out on my document, fit the page to the window.
And I'm going to go back to my Type tool, which is really the default tool in InCopy. And I simply want to point out, not everybody is a keyboard shortcut user. But it's really efficient to be able to access both the Hand tool, and the Zoom tool, without actually having to select those tools in the toolbar. Let me show you what I mean. If I hold down Cmd+Spacebar or Ctrl+Spacebar on Windows, that will temporarily activate my Zoom tool. So I can zoom in and then when I left go I'm automatically in my Type tool, very, very efficient. In addition, if I just hold down the Option key on Mac or the Alt key on Windows, that temporarily accesses my Hand tool. And if I click and hold I can even add power zoom to that shortcut at the same time.
I'm going to press Cmd+0 on Mac or Ctrl+0 on Windows, and one last way that we can navigate our pages is using our page navigation down here on the lower left of our document window. If you click on this down arrow, it will display all the pages in your document, allowing me to choose a different page to navigate to that page. I can also use the left arrow buttons and right arrow to go forward or backward in my document and I can even use the last page button and first page to jump all the way to the first and last page of my document as well. As you can see there are quite a few ways to navigate through your end copy documents.
I encourage you to experiment with these methods and pick the method that allows you to work most efficiently.