Join David Blatner for an in-depth discussion in this video Save and revert documents, part of InDesign CC 2018 Essential Training.
- [Instructor] Once you have a new document open or you are editing an already existing document, you should save it to disk. For example, if I select this image over here, and then just move it a little bit, I can tell that I've changed the document because there is now a small asterisk over here in the tab next to the file name. That asterisk means that this document has changed since the last time that I saved it. So, let's say that I want to save it. I'll go up to the File menu, and I can see that I have not one, but three different save features.
Save, Save As, and Save a Copy. Let me talk for a moment about what the differences between these three are. Save is pretty obvious, it's the same as any other software. It simply saves over the current document. Save As is slightly different, in that you rename the document to anything else. If I choose that, you can see that In Design let's me specify where I want my document to be saved. I'll just put this up on the desktop, and that let's me rename it. I'll add underscore b at the end.
Also, In Design gives you an option of what format to save it in. A regular In Design document, a template, or this thing called In Design CS4 or later IDML. Now you might want to use IDML if you want someone with an old copy of In Design to be able to open your document, especially if they are using CS4 or CS6 or something like that. But remember, using IDML to save backward to an earlier version is not seemless. Some things can get lost. For example, let's say your document contains more than one page size.
That's something I'll explain how to do in a later chapter. Well, all of those different page sizes are completely lost if you open the IDML file back in In Design CS4, because that old version doesn't know about multiple page sizes, it just doesn't have that feature. So all your pages end up the same size. Nevertheless, in many situations, IDML works just fine. Especially when you are working with simple documents and you can't convince everyone you work with to upgrade. Okay, back here, In Design document is just a regular In Design File, nothing special about it.
You open it, you change it, you save it, and so on. A template, however, is slightly different. When you save an In Design document as a template, you're telling In Design that you are not expecting to make any changes to the document in the future. That is, you can open the document, and it will open as untitled. You are using it as a base for future documents to work off of. Now in this case, I'm simply going to change this as a regular In Design document. So, I'll choose that, and click save. You'll notice that up here in the document tab, it now reflects the new name, version B.
Now, a third option inside the file menu is Save a Copy. Save a Copy is kind of interesting. It means save the current state of this document out to my hard drive, but let me continue working on the document that I have open. For example, I'm working on document b, right? So I'm going to go in here and just change a bunch of stuff, really mess this up. Now I'll go to the file menu and choose, 'Save a Copy.' I'll save this one out as version C, just change this to C, and click Save.
So it saved that to the hard drive, but you can see that up here in the document tab, I'm still working on version B. So this is what I call setting up a base camp. It's like when you are climbing a mountain, you set base camps every so often that you can always return to. That's what Save a Copy is all about. So I could keep making changes to this document, but I could always go back to the version C that I saved off. That's one of my favorite things about In Design. This ability to experiment and never feel like anything I've done is set in stone.
Now, another way you can feel confident in making changes and experimenting on your pages is that there is an unlimited number of 'undos.' So, I'll go ahead and keep making even more changes here, but when I want to go back, I can undo by pressing Command Z on the Mac or Control Z on Windows, and I just keep pressing it until all of those are undone. Or, if I want to move forward again, I can redo by pressing Command Shift Z, or Control Shift Z on Windows. Now, sometimes you'll really mess up your document, and you'll realize you don't want to 'undo' one hundred times in a row.
In those cases, you might consider using something else from the File Menu. You might choose 'Revert.' Revert means go all the way back to where the document was when you last saved it. In this case, it was all the way back to when I did a Save As. When you choose Revert, it confirms, Are you really sure you want to do this? Because all of your changes are going to get lost. And if you click okay, it actually closes the document and then reopens the original one from disk. Look, mistakes happen. They're inevitable. So teach yourself to Save.
Save often. Save base camps. Save backups. And then, use Undo and Revert judiciously when you need to.
- 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