This video will help you save time and effort when creating new documents by using the new document presets feature in InDesign. With this feature, you can set and capture any configuration of new document settings, including margins and columns, page size, and orientation, color space, and more. And you can instantly apply them each time you create a new InDesign document.
- [Instructor] So far we looked at document intent and how it's used to set some of the other options in the New Document dialog box so you can get your projects off to a good start. Now let's look at an even more powerful feature that lets you create fully customized groups of settings to apply to your new documents. It's called Document Presents, and if I press Command or Control + N to open the New Document dialog box you'll see it right up at the top. If I click on that menu, right now I'll see just two choices: Custom and Default.
The Default settings will create a print document with letter size, facing pages, and so on. But when I make any change to any of the settings, including switching to a different intent, Default changes to Custom. I can always reset everything by selecting Default again. But what I'd like to do now is to add a choice to this menu with some settings that are good for an interactive document. So I'll choose Mobile from the Intent menu. This give me an iPad page size and landscape orientation.
And if you don't see the document being built in the background, just turn on the preview checkbox here. Also, what you can't see here in the dialog box is that my new document will also have RGB swatches and RGB transparency blend space, which is important if you want to use any transparency effects like drop shadows or blend modes. Next I'll turn off the Primary Text Frame, since I'm not gonna be needing that. Primary Text Frame is a feature that's helpful when you want to create multiple versions of a layout. It lets you apply different master pages to the same content and have the text flow in different configurations.
But again, I don't need it here. I also wanna tweak my Margins and Columns. Down here in Margins I'll click on the chain icon, so my margins don't all have to be the same, and I'll set the Top Margin to 52 pixels. Tab down to the Bottom and make that 80 pixels. And since I want to use a grid to give some structure to my page design, I'll set 12 Columns. And I'll put a little more space in between each one, with a Gutter of say 16 pixels.
Now that wasn't too hard to set up, but you can make it even simpler where all these options are set with just one menu choice. And the way to do that is to create a Document Preset. So with this dialog box set up the way I want it, I just click on the button to the right of the Preset menu right here. I'll give it a name, I'll call this Presentation, and click OK. Now, no matter how I change the settings in this dialog box I can always get back to the Presentation settings by choosing it from the Document Preset menu.
Later on, if you wanna actually change the settings that make up the Presentation Preset, just go ahead and setup the dialog box as you want it, like maybe you wanna change the Top Margin from 52 pixels down to 40. Now notice again the Preset Menu says Custom. To make this the new Presentation Preset click the New Preset button and choose Presentation from the menu. Click OK. Confirm that you want to replace it.
And we have our new Top Margin as part of our Document Preset. So here we saw how to use the New Document Presets feature and design to save yourself the hassle of filling in all the settings in the New Document dialog box each time you wanna create a new interactive document.
- Overview of interactive document types, including PDF and EPUB
- Creating interactive objects
- Setting up hyperlinks, cross-references, and a table of contents
- Working with media
- Publishing documents with Publish Online
- Creating EPUBs
- Following workflows for interactivity: interactive PDF, reflowable EPUB, and fixed-layout EPUB