Join Anne-Marie Concepción for an in-depth discussion in this video Using Creative Cloud Libraries, part of InDesign: Designing Templates.
- If you're using InDesign CC, you might consider taking advantage of some of the new features in CC Libraries for your template. CC Libraries are similar to the InDesign Libraries that I talked about earlier, the kind that you create from File, New, Library, but they have some unique features that lend themselves to collaborating. You can share Library items between InDesign, Photoshop and Illustrator, between their Adobe mobile apps and the desktop apps, and among members or your work group.
Let me show you how CC Libraries work and how they differ from regular InDesign Libraries. First, CC Libraries is an actual panel. It's not something that you create, it comes with the program. In the Advanced workspace now, CC Libraries is part of that, and if you don't see it in your dock, you can get it from the Window menu, go down to CC Libraries. You'll also see a command from the File menu called Place from CC Libraries, which simply opens up your CC Library panel in case you can't find it, and little hooks into CC Libraries are popping up throughout InDesign.
You may remember when I was creating new Paragraph and Character Styles, sometimes, it would automatically add them to CC Libraries, and you have to turn that check box off. I'll get to that in a minute. Let's open up the CC Library panel just by clicking it. I'm going to actually drag it out here. Now what you see in your CC panel is probably not what you see here onscreen because your CC Library, the contents of it, is completely customized to what you have created. It all depends on your account with Creative Cloud. So you've logged into Creative Cloud and you can double check under the Help menu in InDesign that you're logged in and of course, in the CC app.
Once you're logged in, then things that you add to CC Libraries gets synced with your accounts on the Cloud. That's what this old icon down here means. You probably don't have any Libraries at all. I've created a few already. What you need to do is choose Create New Library, and since we're talking about creating a Library for a template, we're going to create one called GB whitepapers, and click Create, and then, you see it Syncing the empty Library with your Cloud account.
You can still use Libraries, by the way, even if you don't have internet access. It's just that you won't get the syncing ability. But you can completely use it as normal right within InDesign. To add an object to a CC Library is the same as adding an object to a regular InDesign Library. Just drag and drop, so I might take this picture, drag and drop it right on top, release the mouse button, and then, it brings it in and it gives it a generic name that I can rename to, let's say, Nice Lady. It does retain the link to the original file, so if I've created a New Document, and dragged Nice Lady into here, and place it, then you can see in the Links panel, it is linking to my Links folder.
Let's come back here, and close Links. I'm looking at this in List View, but I think the default is this little Icon View. As with regular Libraries, you can also bring in InDesign items, so say, for example, I want to have this available to me, the sidebar with the gray background, so it's a text frame and an object with a stroke. I'm just going to drag and drop it right into my GB whitepaper, and I'll call this sidebar. You can go on doing that as normal.
What is interesting about CC Libraries, something you can do that regular Libraries can't, is that you can also bring in Character Styles, Paragraph Styles, and Colors. To bring in a Paragraph Style, click inside any paragraph with the Type tool and you'll see that both Paragraph Style and Text Fill Color become highlighted. I want to bring in this Paragraph Style, so I'll just click on the P symbol, which is actually called a pilcrow, and here, if I switch to List View, you'll see that it actually brought in the correct name, it's called Paragraph Copy, and it gives you a little summary of settings.
Not every single setting, but the important ones, which is useful. You can do the same thing with Character Styles, if I had swiped over a Character Style, and you can do the same thing with Color. So if I click, for example, on this box up here, I can see that I can add the Color. I'll go ahead and add that Color just by clicking on it. Again, all these items are available to me in another document. So for example, if I want to add the Paragraph Style to this document, I can right click and choose Use in Document, and it gets added to the Paragraph Styles panel and it puts a little sample bit up here.
Well if I had text, I could just click inside the text and click on that Paragraph Style to apply it, because there was an option to apply if you have a text selection. Notice that both Photoshop and Illustrator also have Libraries. If I click inside Photoshop, it's not called CC Libraries here, just Libraries, and I switch to GB whitepapers, notice that it's synced, kind of like Dropbox. It's synced to the cloud, and then it also updated everywhere in any Adobe program that I have running that Libraries exist, so it's here, and it's also in Illustrator.
Libraries is right here. There it is. Let's jump back to InDesign. In addition to syncing between the programs, you can also send links to this Library or collaborate on Libraries via the Cloud. Up here in the panel menu, I can choose Collaborate, and this is what you might want to do with your template, create a Cloud Library, is to choose Collaborate, and it jumps you to your Creative Cloud page, sitting on Adobe's server, and allows you to enter email addresses of your colleagues that you want to Collaborate on with this Library.
What Collaborate means is that not only will they get synced with any changes to this Creative Cloud Library, but they too can add or remove or edit items on their side, and everybody will be kept in sync. Kind of cool. Here, in your Creative Cloud page, you can actually go back and look at all your Libraries. So I have stock photos, PePcon, that's our conference, and so on. One last thing is that if you have an existing Library, I'm going to go to File and choose Open, MyMag library, remember we've used this a few times, you can convert it to a Creative Cloud Library.
It can exist side by side, but if you want some of these items to be part of your Creative Cloud Libraries, simply shift + click the ones that you want, and click Migrate Library Item. You can put it in a New Library or you can add it to an Existing Library. I'll make a new one, and there you go, there are all of our items. CC Libraries are a very cool addition, and I think that they show a lot of promise for people who are creating templates as a way that you can create dynamic asset collaborations with everybody who's working on this one type of publication.
So what are you waiting for? In this course, Anne-Marie Concepción shows how to use InDesign to find and create templates that fit your needs. By building in the power tools you need for production—flexible master pages, logical layers, object styles, libraries and snippets, and styles—you'll have a template that prepares you for success. Plus, get tips, secret shortcuts, and useful scripts, as well as practice lessons to reinforce your newfound skills along the way.
- Finding free and paid InDesign templates
- Creating templates from existing documents
- Setting up new templates: margins, swatches, grids, and more
- Adding text and image placeholders
- Creating reusable elements
- Making smart paragraph, character, and object styles
- Embedding a custom preflight check
- Adding a style guide
- Working with special EPUB and interactive templates