Chapter 3: Setting InDesign Preferences 105 l Window ➪ Styles ➪ Object Styles (Ô+F7 or Ctrl+F7): Select defaults for the [Normal Graphics Frame] and [Normal Text Frame] object styles, which are what all new frames created in InDesign use. l Window ➪ Text Wrap (Ô+Option+W or Ctrl+Alt+W): The Text Wrap panel lets you specify how text wraps around all new objects. l Object ➪ Corner Options (Ô+Option+R or Ctrl+Alt+R): The Corner Options dialog box lets you choose a style for the corners of all new frames except those created with the Type tool. l Object ➪ Clipping Path (Option+Shift+Ô+K or Ctrl+Alt+Shift+K): The Clipping Path dialog box lets you specify the default attributes of clipping paths imported into graphics frames. l Window ➪ Stroke (Ô+F10 or Ctrl+F10), Window ➪ Color ➪ Swatches (F5), Window ➪ Color ➪ Gradient (F6), and Window ➪ Output ➪ Attributes: These panels let you spec- ify other default properties of objects. For example, if all objects you create are stroked (framed), specify a weight in the Stroke panel. l Double-click the Polygon tool or Polygon Frame to open the Polygon Settings dialog box (there is no menu command or keyboard shortcut): This lets you specify the default number of sides and the inset for the first new polygon in a new document. Note that you can set the two tools differently, letting you have two types of polygons remem- bered for you. Modifying Defaults for Views Another way to customize your copy of InDesign is to specify which layout tools appear by default. The lower two-thirds of the View menu let you do this. If you’d prefer not to view the edges of frames, you can hide them by default; or if you always want to start with a document-wide grid, you can show it by default. To modify viewing defaults, choose the appropriate menu options. Note that the menu names tog- gle between Show and Hide each time you select them. (Therefore, if the menu option begins with Hide, it means that attribute is currently shown; if it starts with Show, it means the attribute is cur- rently not shown.) Here are the options: l View ➪ Extras ➪ Show/Hide Text Threads (Option+Ô+Y or Ctrl+Alt+Y): This shows or hides the links between text frames. l View ➪ Extras ➪ Show/Hide Frame Edges (Control+Ô+H or Ctrl+H): This shows or hides the edges of frames. l View ➪ Show/Hide Rulers (Ô+R or Ctrl+R): This shows or hides the horizontal and vertical ruler. 09_607169-ch03.indd 10509_607169-ch03.indd 105 4/22/10 7:47 PM4/22/10 7:47 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part I: Welcome to InDesign 106 l View ➪ Grids & Guides ➪ Show/Hide Guides (Ô+; [semicolon] or Ctrl+; [semicolon]): This shows or hides margin, column, and layout guides. l View ➪ Grids & Guides ➪ Show/Hide Baseline Grid (Option+Ô+' [apostrophe] or Ctrl+Alt+' [apostrophe]): This shows or hides the baseline grid established in the Grids pane of the Preferences dialog box. You can access this pane on a Mac by choosing InDesign ➪ Preferences ➪ Grids or pressing Ô+K; choose Edit ➪ Preferences ➪ Grids or press Ctrl+K in Windows. l View ➪ Grids & Guides ➪ Show/Hide Document Grid (Ô+' [apostrophe] or Ctrl+' [apostrophe]): This shows or hides the document-wide grid established in the Grids pane of the Preferences dialog box. In addition to changing what layout tools appear by default, you can control some of their default behavior. Choose the appropriate menu options to enable or disable them. Note that if the menu option is currently enabled, a check mark appears next to its name, in which case choosing it again disables the option and the check mark disappears. These options are: l View ➪ Grids & Guides ➪ Lock Guides (Option+Ô+; [semicolon] or Ctrl+Alt+; [semicolon]): Disabled by default; when you choose this option to enable it, all ruler guides are locked in place. l View ➪ Grids & Guides ➪ Lock Column Guides: Enabled by default; when you choose this option to disable it, all column guides are no longer locked in place. l View ➪ Grids & Guides ➪ Snap to Guides (Shift+Ô+; [semicolon] or Ctrl+Shift+; [semicolon]): Enabled by default; when you choose this option to disable it, aligning objects with guides is more difficult, but positioning objects near guides is easier. l View ➪ Grids & Guides ➪ Snap to Document Grid: Disabled by default; when you choose this option to enable it, objects are easy to align with document grid lines whether or not they’re showing. l View ➪ Grids & Guides ➪ Smart Guides (Ô+U or Ctrl+U): Enabled by default, this option provides visual feedback to help you size, align, and rotate objects via the mouse, as Chapter 10 explains. Cross-Reference Chapter 7 covers how to use guides and grids in your layout. Chapter 10 covers the smart guides feature. n Setting Color and Style Defaults If you find yourself creating the same colors, paragraph styles, character styles, table styles, cell styles, and/or object styles over and over again, create them with no documents open. They will be available to all future documents. 09_607169-ch03.indd 10609_607169-ch03.indd 106 4/22/10 7:47 PM4/22/10 7:47 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Chapter 3: Setting InDesign Preferences 107 To create these elements, use the New command in the flyout menus for the following panels: Swatches (F5), Character Styles (Shift+Ô+F11 or Ctrl+Shift+F11), Paragraph Styles (Ô+F11 or Ctrl+F11), Table Styles, Cell Styles, and Object Styles (Ô+F7 or Ctrl+F7). You can also use the flyout menus’ Load commands to import colors and styles from existing documents instead of creating them from scratch. Reverting Preferences and Defaults If you inherit a copy of InDesign from another user, or if you’ve been changing preferences and defaults at random and are unhappy with the results, you can revert InDesign to all its default settings. You particularly want to do this if you’re learning InDesign using tutorial files or in a class setting. Tip To revert all preferences and defaults, deleting the InDesign Defaults preference files when opening InDesign, press Control+Option+Shift+Ô or Ctrl+Alt+Shift when launching InDesign. n Note Keep in mind that you need to re-enable any custom keyboard shortcut set you were using by choosing it from the Set pop-up menu in the Keyboard Shortcuts dialog box (choose Edit ➪ Keyboard Shortcuts). n Summary InDesign provides extensive controls for setting preferences for everything from how objects appear on-screen and how text spelling and hyphenation are managed to how keyboard shortcuts work and how color is handled. You can also reset all preference changes to their defaults with just one command. 09_607169-ch03.indd 10709_607169-ch03.indd 107 4/22/10 7:47 PM4/22/10 7:47 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. 09_607169-ch03.indd 10809_607169-ch03.indd 108 4/22/10 7:47 PM4/22/10 7:47 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part II Document Fundamentals IN THIS PART Chapter 4 Creating, Opening, and Saving Documents Chapter 5 Working with Pages Chapter 6 Working with Layers Chapter 7 Creating Layout Standards Chapter 8 Defining Colors, Tints, and Gradients 10_607169-pp02.indd 10910_607169-pp02.indd 109 4/22/10 7:47 PM4/22/10 7:47 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. 10_607169-pp02.indd 11010_607169-pp02.indd 110 4/22/10 7:47 PM4/22/10 7:47 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. 111 CHAPTER Creating, Opening, and Saving Documents IN THIS CHAPTER Planning a publication Creating a new document Opening native and foreign documents and templates Saving documents and templates Exporting documents and document elements Y ou’re pumped up. You’ve purchased a copy of InDesign, installed it, checked out the interface, and now you’re ready to put the program to work. So, what’s next? Launch the application and start clicking? Hardly. Creating a publication with InDesign is much like going on a trip. You don’t reach your destination unless you’ve prepared a plan for getting there — and you reach your destination more quickly and more easily if your plan is a sound one. Remember, too, that most trips don’t go exactly according to plan. InDesign is both versatile and forgiving. As you create a publication, you should feel free to change your mind, experiment, and let your creativity roam. As long as you reach your destination (on time!), taking a few detours is acceptable, and encountering a few roadblocks (small ones, you hope) is inevitable. Taking Stock before You Begin Before you launch InDesign, open a new document, and begin working, you must answer several fundamental questions about the publication you are producing: l What is the basic nature of the piece? Will it be printed, or will it be distributed over the Internet or an intranet? Is it going to be pub- lished as a print, PDF, Flash, or Web piece, or perhaps in several formats? l What are its dimensions? l How many pages will it have? If it will be a multipage publication, will it have facing pages like a book or a catalog, or will it be single- sided like a flip chart? 11_607169-ch04.indd 11111_607169-ch04.indd 111 4/22/10 7:48 PM4/22/10 7:48 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part II: Document Fundamentals 112 l How many columns will each page have? How wide will the margins be? l Does the budget allow for the use of color? If so, how many colors? What kind of paper will it be printed on? What kind of printer or printing press will be used? l How will the publication be distributed? Under what circumstances will it be read? What’s the life expectancy of the publication? l If the publication is bound for the Internet, will you create an HTML file (which can be viewed by anybody with a Web browser), a Flash presentation (which may require further work in Adobe Flash Professional and require users to have the free Adobe Flash Player viewer application or browser plug-in), or a PDF file (which requires viewers to have the free Adobe Reader application or browser plug-in)? l And what about the content of your publication? What programs were used to create the text files and graphic files your publication will contain? Did you create the content your- self, or did others? What file formats were used for text and graphic files? What is the most effective way to present the content given the production requirements and budget? As you answer these questions, a rough image of your publication begins to take shape in your mind. When you’re ready to begin turning your ideas into an actual publication, you have a couple of choices. Many designers whose skills date back to the days of paste-up still prefer to use tradi- tional tools — a drawing pad and colored markers or pencils in this case — to create rough sketches before they fire up their page-layout or illustration program. Other designers who were never exposed to such archaic tools are comfortable doing their brainstorming and sketching on the fly, using their favorite software. Whatever method suits you is fine. Keep in mind that, at this early stage, you shouldn’t be spending much time fine-tuning details. You can do that later with InDesign. An overly careful person can plan forever, in which case, nothing actually gets done. At some point, when the image you have of the publication you’re creating is clear enough in your mind to begin work, it’s time to create a new InDesign document. Setting Up a New Publication After you launch InDesign, you have two options: You can choose the Open command (choose File ➪ Open or press Ô+O or Ctrl+O) to open a previously created document or template (more on opening documents and templates later in this chapter), or you can choose File ➪ New ➪ Document or press Ô+N or Ctrl+N to create a new document. When you create a new document, the New Document dialog box, shown in Figure 4.1, appears. It is here that you implement many of the decisions you arrived at during the planning stage, including page size, number of pages, number of columns, and margin width. Although you’re free to change your mind later, you save yourself time and potential headaches by sticking with the basic page parameters you establish in the New Document dialog box. 11_607169-ch04.indd 11211_607169-ch04.indd 112 4/22/10 7:48 PM4/22/10 7:48 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Chapter 4: Creating, Opening, and Saving Documents 113 Tip To change the measurement units shown in the New Document dialog box, choose InDesign ➪ Preferences ➪ Units & Increments or press Ô+K on the Mac, or choose Edit ➪ Preferences ➪ Units & Increments or press Ctrl+K in Windows. Next, choose the measurement system you want from the Horizontal and Vertical pop-up menus in the Ruler Units area. If you change preferences when no documents are open, your changes are applied to all subsequently created documents. n FIGURE 4.1 The settings you make in the New Document dialog box establish the basic framework for the pages in your publication. The example at left shows the settings used to create a letter-sized document (8 1 ⁄ 2 × 11 inch) (51p × 66p). The example at right shows the settings used to create an 800-×-600-pixel Web page. Creating new documents Here’s how to create a new document: 1. Choose File ➪ New ➪ Document or press Ô+N or Ctrl+N. 2. In the Intent pop-up menu, choose Print or Web, based on the type of document you are creating. Use Web for documents designed to appear on a computer screen, such as Flash animations and PDF documents you don’t expect readers to print. Note that the options for the two types of intents aren’t different, though the defaults are; spe- cifically, the Facing Pages option is deselected by default for Web pages and selected for print pages, and Web pages use a default measurement of pixels whereas print pages use a default measurement of picas. 3. If you know exactly how many pages your publication will have, type the number in the Number of Pages field. If you don’t know for sure, you can always add or delete pages later as needed. 11_607169-ch04.indd 11311_607169-ch04.indd 113 4/22/10 7:48 PM4/22/10 7:48 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. Part II: Document Fundamentals 114 4. If you want the document to start on a page number other than 1, enter it in the Start Page # field. If you choose an even number and select the Facing Pages option in Step 5, InDesign has the first page start on the left of a spread rather than on the right. This new option also sets the page number in the Numbering & Section Options dialog box, covered in Chapter 5. 5. Select the Facing Pages option if you’re creating a multipage publication that will have a spine, such as a book, catalog, or magazine. You do not need to select this option if you’re creating a one-page document, such as a business card, an ad, or a poster. Some publications, such as flip charts, presentations, and three-ring bound documents, have multiple pages but use only one side of the page. For such documents, don’t select the Facing Pages option, either. 6. If you want to flow text from page to page in a multipage document, such as a book or a catalog, select the Master Text Frame option. (See Chapter 18 for more informa- tion on using master text frames.) When you select this option, InDesign automatically adds a text frame to the document’s master page and to all document pages based on this master page. This saves you the work of creating a text box on each page and manually threading text through each frame. 7. In the Page Size area, you can choose one of the predefined sizes from the pop-up menu. Your options are Letter (8.5" × 11"), Legal (8.5" × 14"), Tabloid (11" × 17"), Letter Half (5.5" × 8.5"), Legal Half (7" × 8.5"), A4 (210mm × 297mm), A3 (297mm × 420mm), A5 (148mm × 210mm), B5 (176mm × 250mm), US Business Card (2.5 × 3 inches), Compact Disc (4.7222" × 4.5"), eight variations of Web page sizes (600 × 300, 640 × 480, 760 × 420, 800 × 600, 984 × 588, 1024 × 768, 1240 × 620, and 1280 × 800), or Custom. If you choose Custom as the page size, you can type values in the Width and Height fields. But you don’t have to actually choose Custom: No matter what page size is selected, if you type values in those fields, the Page Size automatically changes to Custom. The minimum height and width is 1 pica (0.1667"); the maximum is 216". Tip When you specify page size, make sure the values you type in the Height and Width fields are the size of the final printed piece — and not the size of the paper in your printer. For example, if you’re creating a standard- sized index card, type 5i in the Width field and 3i in the Height field. n Tip If you want to print n-up — meaning several “pages” on one sheet, such as several business cards on an 8 1 ⁄ 2 -×-11-inch sheet of paper — you can create a letter-sized document (8.5" × 11"), but you have to arrange the business cards within the page boundary and add your own crop marks for each card. n 8. To set the page orientation, click the Portrait or Landscape iconic button. Clicking the Portrait iconic button produces a vertical page; clicking the Landscape iconic button produces a horizontal page. You can also specify Height and Width values by clicking the 11_607169-ch04.indd 11411_607169-ch04.indd 114 4/22/10 7:48 PM4/22/10 7:48 PM Please purchase PDF Split-Merge on www.verypdf.com to remove this watermark. [...]... variations of one document l Open interchange document versions of InDesign files The InDesign Markup (IDML) format, for example, lets both InDesign CS4 and CS5 open files exported from InDesign CS5, and the InDesign Interchange (INX) format lets InDesign CS3, CS4, and CS5 open files exported from InDesign CS3 and CS4 (Note that InDesign CS5 cannot export INX files The IDML format can also be created... version of InDesign, in addition to CS5- created files The InDesign Markup (IDML) format is a variation of the standard InDesign CS5 format that lets InDesign CS4 read your CS5 files, minus any CS5- specific formatting (It can also be used with some other specialized programs.) Also note that there is no save or export option that lets InDesign CS3 or earlier open files created in InDesign CS5 On a Mac,... documents, InDesign provides the following options (accessed from the Export dialog box unless otherwise indicated): l InDesign Markup (IDML) format: This format lets InDesign CS5 save files readable by InDesign CS4 and some specialty publishing programs (It will also be readable by the next version of InDesign — presumably to be called InDesign CS6.) The trick is to export, not save as, files to the InDesign. .. Bridge’s InDesign folder without using Bridge itself, navigate to Library:Application Support:Adobe:Templates :InDesign on the Mac, or to Program Files/Common Files/Adobe/Templates /InDesign in Windows Of course, if you do prefer to use Bridge to store template files, you use InDesign s regular Save As dialog box, select InDesign CS5 Template as the file format, and navigate to the Bridge application’s InDesign. .. number of files n l InDesign Tagged Text format: Whether you select text using the Type tool, you can save the story in the InDesign Tagged Text format (for editing in a word processor and later reimporting into InDesign with all InDesign formatting retained) l InDesign Markup (IDML) format: This new format is meant to allow document exchange with the CS4 and next (CS6?) versions of InDesign and InCopy;... All Readable Files, InDesign files, IDML, InDesign CS3 Interchange (INX), PageMaker 6.0–7.0 files, QuarkXPress 3.3–4.1x files, Adobe PDF Creation Settings Files, InDesign Book, and All Formats Choose any of these options to display a specific file format in the file list (Choose All Files in the Files of Type pop-up menu to display files with no extensions.) Note that InDesign CS5 can open files created... text in a rectangular frame, even though InDesign supports text on paths l H&J sets don’t have an equivalent in InDesign, so they do not convert, although any H&J settings are carried over into the converted paragraph styles l Libraries don’t convert l Printer styles don’t convert PageMaker InDesign can read PageMaker 6.0, 6.5, and 7.0 files Because PageMaker and InDesign offer many of the same features,... aren’t able to save a document before crashing A word of warning: Although InDesign s automatic recovery feature is a nice safety net, you should still be careful to save your work often Here’s how it works: 1 Relaunch InDesign or, if necessary, restart your computer and then launch InDesign 2 If automatic-recovery data is available, InDesign automatically opens the recovered document and displays the word... programs One of InDesign s hallmarks is its capability to open documents from some versions of QuarkXPress and PageMaker and convert them to InDesign documents (If any of these files’ formats aren’t supported in InDesign, you get the Warnings dialog box shown in Figure 4.6.) It cannot open documents created by Microsoft Publisher, but Markzware does offer a utility to convert Publisher files to InDesign format... Digital Editions e-book format has changed to File ➪ Export For ➪ EPUB Also, the ability to export print PDF files versus interactive PDF files is new to InDesign CS5 Finally, gone is the ability to export to InDesign Interchange (INX) format for use by InDesign CS3 n 128 Chapter 4: Creating, Opening, and Saving Documents Cross-Reference Chapter 32 covers how to export print PDF files Part VIII covers . of InDesign files. The InDesign Markup (IDML) for- mat, for example, lets both InDesign CS4 and CS5 open files exported from InDesign CS5, and the InDesign. Interchange (INX) format lets InDesign CS3, CS4, and CS5 open files exported from InDesign CS3 and CS4. (Note that InDesign CS5 cannot export INX files.