Join Anne-Marie Concepción for an in-depth discussion in this video Exploring the new workspaces and panels, part of InDesign CS4 New Features.
As you have no doubt noticed in the Application Bar we have a new dropdown menu to manage and move around different workspaces, or saved arrangements of panels and menus. Now the default workspace is called Essentials. And Essentials is kind of equivalent to the basic workspace in InDesign CS3. We can of course change the default workspace if no document is opened; that become the new default workspace. If you want to get back to something that is closely equivalent of the default workspace in the InDesign CS3, then you want to go to the Workspace Switcher, which is the proper name for this dropdown menu, and choose Advanced.
The Advanced workspace includes the things that we are in a default workspace from CS3, like pages, layers and links. I don't think there are as many panels in this Advanced workspace, as there were in a default workspace in CS3 but, one of the nice new features is that, they have separated out paragraph styles and character styles, so that now you don't have to keep switching back and forth in the same panel group, which I think a lot of users did on their own anyway. Another subtle feature of these panels is that when they are expanded from the dock, there is no close box as there was in CS3. So like if I have this group open, there is no close back. So if I just close the Layers panel, you will have to right click to choose Close, and that would just close just that one layer.
Another feature, when you right click in that contextual menu or Ctrl+Click with the one button mouse, is this menu item, which is turned on by default, Auto Show Hidden Panels. And what that means, as you probably already know, with the Selection tool selected and a document window open, if you press the Tab key, it will temporarily hide all of the panels and the Control panel at the top. And pressing Tab again will bring it back and Shift+Tab hides just the right-hand docked panels, and Shift+ Tab brings that back. When I press Tab to hide them all, and because that menu item was on, about Auto Show Hidden Panels, if I bring my cursor all the way to the right of the window, even though they are temporarily hidden, it will show the panel. So I can quickly, for example, select something and change its stroke from the Stroke panel.
When you bring your cursor back over the document windows, they may hide again. I'll press Tab to bring them all back again. Some of the other workspaces are what they call task workspaces. There is the Book workspace, which contains a whole lot of very useful panels, some of them already expanded from the dock, and then in the second column of panels we have Index, Conditional Text, which is a very cool new feature I will be taking about in different video, Hyperlinks and Bookmarks. Other task-based workspaces include Interactivity, with things for like making interactive PDFs and exporting SWF files, printing and proofing, and Typography and What's New. If I open up What's New, it's a neat new way to quickly see some of the new panels that are available, like the Preflight panel and Page Transitions, and all of these I will be covering in this video tape.
What they don't show is What's Missing. Well, they have a What's New, but they don't have a What's Missing. So Navigator panel fans, I'm sorry but the Navigator panel is no longer. If you go to Object and Layout, Navigator is gone. There is a twist to the Navigator, it does live on in spirit, which I will be talking about in a different video. Also the Command bar. Do you remember that used to be called the Page Maker panel? The Command bar is no longer here. I guess it just didn't have enough fans to keep it going. So you have lost two panels. But we still have plenty of panels, in fact, that is one of my favorite workspaces. I find this the easiest thing to work in, because that way I have all of the panels available at my fingertips, and then of course my document window is opened very conveniently at the right.
Let us go back to Typography. I like this very nice and classic list of panels for Typography. Nothing really new here as far as panels having to do with typography, but I do want to show you something that's slightly different in CS4, as far as how it tracks your workspaces. Let's say that you have chosen one of these default workspaces or a workspace that you saved and then you did something like, let's see I'm going to take Text Wrap out of there and I think that I'm also going to open up the Info panel. Perhaps you have arranged them like so. And then you want to use a different workspace, so you go to Advanced to do something else, and then you go back to Typography.
Well, just choosing Typography doesn't reset it to the default. As you see, it remembers what were the panels that you last had opened, what were the customizations that you did to that workspace. Even if you quit the program, and started up again and went back to Typography, it would remember that. It keeps track of the current state of each of your workspaces. To completely reset a workspace in CS4, you have to go back to the Workspace Switcher and choose Reset and then the name of that workspace. Now that the Workspace Switcher is part of the Application Bar, which it turned on by default in InDesign CS4, I think we are going to see a lot more people discovering the power of workspaces.
- Using the new workspaces, panels, and navigation options
- Working with Smart Guides, the cursor, and text reflow
- Placing images with Auto-Fit and the contact sheet cascade
- Formatting text with dynamic GREP helpers
- Refining layouts with live preflight
- Finding support in Community Help
Skill Level Intermediate
Q: Is there a way to create an interactive table of contents in InDesign CS4 that would retain the hyperlinks after the file is exported, so that users could click in the table of contents and be taken to the corresponding chapter?
A: There are two methods to create a table of contents with interactive links in InDesign.
Method 1: Export a PDF and prompt InDesign to copy the table of contents into the PDF's Bookmarks panel. To have InDesign export the TOC as bookmarks, open the TOC dialog box and be sure to turn on the Create PDF bookmarks option before the TOC is placed in the document. When exporting to PDF, turn on "Hyperlinks and Bookmarks" in the PDF export options. The PDF can be set to open with the Bookmarks panel displaying by default so users know the TOC links exist there. Go this in Acrobat's File menu > Properties > Initial View.