Join David Blatner for an in-depth discussion in this video Create and apply master pages, part of InDesign CC 2018 Essential Training.
- [Instructor] A master page is kind of like a template for your pages. Anything that you put on a master page will show up on your document pages and that's why you should use master pages for things like page numbers, headers or a logo that you want on all or most of your pages. Now, every document has at least one master page and you can find it over here in the pages panel. It's up here at the top, it's called, A-Master and to see that master page, I simply double click on it. Now, because this is a facing pages document that is, it has a left and a right hand page, I can see that the master page also has a left and a right hand page, so anything I put on the right hand page, will show up only on the right hand pages of my document and anything on the left hand page of the master page, will show up on the left hand pages of my document.
Now, if this were a single set of document, a non-facing pages document, I would see only one page and anything I put on that page, would show up on all my document pages. Okay, now we're working with a book and books often have running headers and page numbers. I'm going to talk about how to add page numbers that update automatically a little later on in this chapter, but right now, I'm going to add some running headers at the bottom of my page. To do that, I'm going to grab the type tool from the tool panel and then I'm simply going to drag out a text frame down here at the bottom of this page.
When I see the green smart guides appear, I know that my text frame is the same width as the margins above. When I let go of the mouse button, the text cursor starts flashing inside that text frame. So I'll just type the name of the book, Classic Photographic Techniques, that's good enough. Now I'm going to apply some formatting to it. I already saved some formatting in a paragraph style inside this document so I'm going to apply it to this and I talk about paragraph styles in a later chapter, but for now, just follow along and you'll get it.
I'll go up to the control panel, on the left side and I want to make sure that I'm in paragraph formatting mode. And then, over here, on the right side, there's a pop up menu next to another paragraph symbol. Inside this pop up menu on the right, I'm going to choose the paragraph style that I want to apply to the currently selected text. In this case, it's inside a folder called, folios page number and it's going to be called, running header. When I select that, it applies all the formatting to that text. You might also notice that there's something strange about this text frame, it has a dotted line, all items on master pages get dotted lines around their frame edges, not solid.
Okay, now I need a running head on the right hand page. Instead of making a whole new frame, I'm just going to duplicate the one that I made. So I'll go over here, grab the selection tool and then hold down the option and shift key or alt shift on Windows and drag this item across. Now remember, option or alt makes a copy and the shift key keeps it in alignment with the original. And then when I see that pink vertical line, that means it's centered on the page so I can let go of the mouse button. Now in my new frame over here, I'm going to delete that text, so I'll switch to the type tool by double clicking inside this frame and then I'm going to select all that text by pressing command or ctrl A and then just pressing the delete key to delete it from the text frame.
Now in this text frame, I'm going to put a running header in here, that changes from one page to the next based on the chapter name. To do that, I need to use something called, a text variable. I discuss how you can make text variables in my title, InDesign: Beyond the Essentials here in the online training library. But in this case, I've created one already and put it inside this template. I'm going to go find it by going to the type menu, then choosing text variables and then, coming over to insert variable and then choosing this variable called, chapter title variable.
When I choose that, it types some text into that text frame for me. Now this running header variable automatically picks up the name of the chapter and it puts it down here, into this footer. Let's take a look at the document pages and see if it worked. Here in the pages panel, I'm going to click on the numbers below pages 44 and 45, to jump to those pages and you can see that over on the left page, there's the name of the book and over on the right side, there's the name of the chapter. So this is terrific because it means I don't have to add headers or footers or whatever you want to call them.
I don't have to add them on every single spread throughout my document, which would be really annoying. That said, the problem here is that, when I added this to the master page, it applied it to every document page, even my cover and front matter. For example, I'm going to scroll up to the top in the pages panel and I'll double click on my table of contents pages. Over here, you can see the book title on the left hand page. Now I don't see anything on the right hand page, because this hasn't had a chapter title yet. I'm still in the front matter, so nothing shows up here.
With that said, it's still kind of annoying. So, can I ever move these? Absolutely, what you have to do is either create a new master page and then apply it or apply a none master page. In this case, let's apply the none master page which you can see up here at the very top of the pages panel. Now there's a couple of ways to do this, one way is to simply drag this none master page down on top of the page that you want to apply it to. For example, I'll drag it on top of the left hand page of this spread. Now you can see that that footer disappeared.
Now I could do the same thing to the right hand page, but instead, if I want to apply this to a bunch of pages, there's an easier way. All I need to do is click on the first one and then, shift click on the last page that I want to change. Then, I'll go up to the pages panel menu and choose apply master to pages. Here, I can tell it to apply none master to all of those pages, in this case, roman numerals one through eight. When I click okay, all the master page items, all those footers were taken off those pages.
Now I can tell that no master pages apply to these because there's no little A in the upper corners of the pages. Let me click out here so you can see this better. You see, these pages have an A next to them and these don't. So, master pages are great but when you start using them, there's one little thing that's going to drive you crazy. Here, let me go ahead and jump to a different spread. I can see that I've a master page item down at the bottom of this page and maybe I've decided I want to move it or delete it or something, so, I'm going to grab the selection tool and I'm going to try and click on it.
No can do. No matter how many times I click on that, nothing happens at all. I can't even select it and here is the reason. InDesign is keeping these master page items away from you, so that you don't accidentally mess up your design. But in the next movie, I'm going to show you how to get past that safety net and access those master page items directly on your document page.
- Creating a new layout
- Inserting pages
- Adding text
- Inserting graphics
- Applying color and transparency
- Drawing and editing frames and paths
- Formatting objects
- Formatting text
- Creating styles for uniform formatting
- Building tables
- Adding links and interactivity
- Printing and exporting InDesign documents