- Consistency and efficiency are two keys…to a successful long document workflow,…and a well-built template can help you…achieve both of these things and build long documents…with less time and effort.…So, here are some questions to answer…and some best practices to follow…when you're preparing your InDesign templates.…First off, let's get clear what we mean by a template,…and what should it contain.…It's an InDesign document with all the master pages,…styles, swatches, grids and guides, and other elements…that are needed to build your long document.…
The template is the starting point…for all the other documents in your workflow.…Any InDesign document can be saved…in template format with the .INDT suffix.…Just choose save as, and in the dialog box,…select template format.…The benefit of the template format is that…when you double-click a template file,…it opens as a new document, so this can help you…prevent any accidental changes to the template.…This bit of security makes the template format useful,…but it's not strictly necessary.…
Author
Mike Rankin
Updated
12/1/2018Released
11/19/2014- Using automatic numbering for pages, sections, and chapters
- Using text variables for running headers
- Creating templates for InDesign, InCopy, and Word
- Formatting page elements with object styles
- Automating text formatting with nested styles and GREP styles
- Controlling color with swatches
- Building page elements with libraries and snippets
- Performing GREP find/changes
- Tracking changes
- Adding footnotes and indexes
- Using InDesign book files
- Preflighting documents
Skill Level Intermediate
Duration
Views
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Introduction
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Welcome54s
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1. Long-Document Construction
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Setting up preferences4m 37s
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Using master pages8m 21s
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Using layers2m 51s
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Using text variables8m 27s
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Using section markers5m 5s
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Synchronizing text3m 18s
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2. Implementing a Workflow
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Preparing InDesign templates5m 23s
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Using Word templates5m 31s
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Using InCopy4m 36s
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3. Using Styles
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Using based-on styles5m 34s
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Using nested styles5m 49s
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Using GREP styles5m 47s
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Using object styles3m 14s
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Using tables and cell styles6m 18s
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Using swatches6m 10s
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Using Quick Apply4m 30s
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4. Building Layouts
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Placing text6m 37s
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Placing images5m 6s
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Creating metadata captions5m 31s
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Using GREP with Find/Change6m 22s
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Find/Change tips4m 28s
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5. Collaboration
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Using notes4m 30s
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Tracking changes4m 53s
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Creating a production manual4m 17s
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Creating a book map3m 31s
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6. Long-Document Infrastructure
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Creating footnotes7m 35s
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Creating endnotes7m 52s
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Importing footnotes2m 16s
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Importing endnotes1m 54s
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7. Indexing
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Generating an index3m 51s
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8. Working With InDesign Books
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Creating InDesign book files5m 15s
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Numbering book documents6m 3s
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Synchronizing book documents8m 20s
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Preflighting book documents4m 24s
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Outputting book documents3m 18s
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9. Outputting Long Documents
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Exporting to print PDF5m 27s
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Exporting to interactive PDF3m 19s
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Conclusion
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Next steps41s
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Video: Preparing InDesign templates