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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
Within the InCopy application, you can customize the interface to suit your needs by rearranging panels and modifying the interface just the way you like to work. Let's take a look. I'm beginning this video with InCopy open on my computer. And InCopy has several ways that you can customize the interface. And it mainly involves rearranging panels and changing their appearance. So first of all, all of your panels live under the Window menu. If you click on the Window menu in InCopy, you'll notice that we have a ton of panels that can be accessed and displayed.
Let's start with something basic. I'm going to come down to Type and Tables and I'm going to choose glyphs. And the glyphs panel has an incredible use. It's very, very friendly and an easy way to access characters in your document. But one way that we can change this you know by default your panels are what we call floating, and so they, they float and you can move them around in the interface. The downside to that behavior is that if your document is open, the panels going to be covering your document and your continually moving it around and changing it.
So, we can do a couple of things here. What I like to do, and this is certainly just my preference, is I will click on this grey bar, at the top of my panel. And I'm going to drag over here to the left. And at a certain point you're going to get a blue bar. I'm going to do that again just so you can see this. I'm just going to drag this over and when my cursor gets to the right side of the tools panel, you'll get a blue bar. Now, if you drag too far the cursor will go to the left of the tools panel, which I don't think you want, but you can experiment here.
So I'll put the blue line to the right of the tools panel and I'm going to let go, and you'll notice that this glyphs panel is expanding to the size that it was set at. And I can even open this, I'm just dragging the cursor on the right edge. I can even open this really, really big if I choose. But I'll keep it in about that size. Now the thing is I'm not going to leave it that way because that would occupy way too much real estate on my screen. But what I can do is I can come up here and click on this double arrow and that will collapse the panel to a button view or to an icon.
And I'm going to know what that icon means so I can go one step further, hover your cursor in the right edge and I'll drag it down to a small button view. So the beauty of this is it's going to take up a tiny little bit of space next to My tools panel, but if I click on it, it's going to expand and show me all of the characters that are inside of here, and I can scroll through, I can navigate. And when I am done using this, I just click on the button again, and it collapses.
Let's take a look at the another example, I'm going to go to my window menu. Gonna come down to styles. And let's open up our paragraph styles panel. And the paragraph styles is a powerful tool as well. Quick way to apply formatting to text in your document. What I'm going to do with this one is I'm going to click on the title bar and I'm going to drag over here to the right side. And as I get to the right edge, you're going to see, once again, a blue line appear. So I'm going to release, and that's going to dock my Paragraph Styles panel to the right side of my screen. Now, you could of course leave it this way, there's nothing wrong with that. But I like to save space on my screen, so once again I'll click the double arrow. And I think I'll just leave it at that size.
That way, when I need that panel, I click on it, access what I need, and then I click on it again to close it. I'm going to do that by going to Window Styles. I'm also going to grab my Character Styles panel, so this time, if I drag this grey bar I can move it up here 'til the blue line goes below the paragraph styles panel, and you'll notice that it creates a second button, and that's fine too, when I click on it it expands, when I click it again it collapses.
But what I can also do, I'll click on this button to detach it. And then I'm going to drag it again but this time I'm going to drag it right on top of the paragraph styles button, and when I release, you'll notice that the 2 are kinda group together. So when I click on 1 of the buttons to access it you'll see the character styles panel. Docked or tabbed behind it. So you can access both of them while one of them are expanded. Click on that button again to collapse it.
There's another way that we can modify our panels, and dock them to a different area. 1 thing I'm going to show you is. Up here at the top of our screen, you'll notice that we have some text formatting options here. Well, believe it or not those are actually panels. And to show you how this works, I'm going to come over here, do you see this gripper on the left edge of the panel? If I click on that and drag down, and then release, you'll notice that it now changes form into a floating panel.
But if I want this panel to stay up there, again I drag the gray bar and I don't want this blue line, because that will actually create another strip. And there's times when you may want that behavior because you can stack these on top of one another. But I'd like them to stay on a single command bar so I'm just going to move this over and when I get a blue line right there, I release and now they are all docked at the same location.
Now you'll learn over time how you like these panels positioned and you're going to change your habits as you work more and more in InCopy. But we're going to assume for right now that we like this appearance we're going to say okay I like working this way and, and I would like to save this. So what I'm going to do is this button up here in my application bar. Is your workspace button. You can see currently it's set to essentials but what I'm going to do is I'm going to click on that button and I'm going to choose new workspace and I'm going to give this workspace a name so I'm going to call this V to B work space and you can give it whatever name you prefer and when I click okay your going to notice that this work space has now been saved but what does that do for us, well for 1 if I decide that I'm experimenting and I open up a bunch of panels and. I start working and I realize later on that you know what I, really don't like this, I just want to go back to the way that I was working. We can come up here to our work space button and you see its still says V to B work space.
However when I click on it I can choose reset V to B work space. And when I do, it's going to reset everything back to the way that I like to work. In addition, if you decide, you know what, I'm not sure I like this ad I want to go back to the way that InDesign ships, I can click on this button and I can choose the essentials workspace, which is the default in which In Design ships. And then what you need to do is one more step. Click on that and choose reset essentials.
And that will reset it back to the way it was to when you first opened it out of the box. I'm still waiting to be able to do this with my house. You know clean it and save it, so I can reload it when company comes over. I'm still waiting for that, but anyway, this is what workspaces are all about, and I think you can see that there's no need to move things around every time you want to work in InCopy. Just create and save a workspace and everything will go back to the way you like it.