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The Tools panel contains tools for creating and modifying page objects, adding and formatting text and images, and working with color. By default, the Tools panel is docked to the upper-left corner of the work area. In this exercise, you will select and experiment with several tools. Using the Selection tool The Selection tool lets you move and resize objects, and it lets you select objects for formatting, such as resizing the object.
Here, you will click to select the Selection tool. Later, you will experiment with other methods of selecting tools. Tool Tips settings are found under the Cursor and Gesture Options. In addition to viewing information in this panel, you can make adjustments to selected objects. The page contains another image in a graphics frame, a rectangular text frame, and an elliptical text frame. Undo each move immediately after you do it.
Introducing the Workspace Using the Type tool Now you will switch to the Type tool, which lets you enter, edit, and format text. Rather than clicking to select it, you will use its keyboard shortcut.
The letter shown in parentheses indicates a single-letter keyboard shortcut for selecting this tool. In this case, the letter is T. Undo each change immediately after you do so. InDesign and experiment with layouts, remember that you can undo as many changes as you want. Once you have experimented with the Line tool, you will select the Hand tool temporarily by holding its keyboard shortcut: H.
When you release the keyboard shortcut, InDesign reverts to the previously selected tool. This technique is useful for quickly using a tool—for example, you might use the Hand tool to move to another area of a page and then create a line there. While you hold the H key, the Hand tool is selected. When you release the H key, the Line tool remains selected. Using the Rectangle Frame tool and the Ellipse Frame tool So far, you have selected tools that display on the Tools panel in three ways: 1 clicking them, 2 pressing a keyboard shortcut, and 3 holding a keyboard shortcut to select the tool temporarily.
Now, you will select a tool that is not visible on the Tools panel. A small triangle in the lower-right corner of a tool indicates a menu of additional hidden tools.
The triangle indicates a menu of additional tools. In this exercise, you will create frames by selecting and using the Rectangle Frame tool and then the Ellipse Frame tool.
You would create these frames to contain imported graphics and text. Click and drag to create a rectangular graphics frame.
Alt-click Windows or Option-click macOS a tool in the Tools panel to alternate between the tools in a menu. This is the default tool that displays. In this exercise, you will switch to the Advanced workspace to view the Control panel, which displays immediately below the Application bar and offers quick access to full options for editing selected objects. As with the Properties panel, the Control panel is context sensitive, which means it displays settings based on what you have selected on the page.
Additionally, the Control panel displays more or less settings depending on the size of your screen. The Control panel across the top provides options for controlling the position, size, and other attributes of the selected object a graphics frame. Now, you will look at the pasteboard and review features on the document window. You can still see how the pasteboard can serve as a storage area. Working with multiple document windows When you open multiple documents, each document displays in its own tab of the main document window.
You can also open multiple windows for a single document so you can see different parts of the layout at one time. The techniques you use here for arranging document windows can be used with different views of the same document and for any other open documents. Click the Arrange Documents button to see all the options.
Notice the change in both windows. This creates a tab for each window. You will soon find out which panels you use the most, where you like to keep them, and what size is best for your needs. InDesign provides many panels that provide quick access to commonly used tools and features. By default, various useful panels are docked at the right side of the screen. The panels that display are different depending on the selected workspace, and each workspace remembers its panel configuration.
You can reorganize panels in various ways. Opening and closing panels To display a hidden panel, choose the panel name from the Window menu or a submenu of the Window menu. Various text-formatting panels are available in the Type menu as well.
If the panel name has a check mark, it is already open and in front of any other panels in its panel group.
In this exercise, you will open, use, and close the Info panel, which provides feedback about anything you select in the document. Clicking a panel icon is handy if you want to open a panel, use it briefly, and then close it. The Pages panel icon arrow button expands and collapses panels. Drag the left edge of the panel dock to collapse the panels into icons. The panels are collapsed into icons. Then, you will drag another panel into that panel to create a custom panel group.
You will also ungroup the panels, stack them, and minimize them. You will detach this from the dock to create a floating panel. This removes the panel from the dock. Now you will add the Character Styles panel to the floating Paragraph Styles panel to create a panel group.
Character Styles and Paragraph Styles panels can be helpful for formatting text. You can put this panel group in a handy location while leaving the remaining panels collapsed and out of the way.
Drag its tab into the gray area to the right of the Paragraph Styles panel tab. Release the mouse button when a blue line appears.
To minimize or maximize a floating panel, double-click the panel name, or click the double arrow to the left of the panel name. The panels are now stacked rather than grouped. Stacked panels attach vertically to each other. You can move the panels as a unit by dragging the topmost title bar. Double-click the area again to expand the panels. Leave the panels this way to be saved with a workspace in a later exercise.
However, as with all other panels, you can move them to best suit your own work style. Here, you will experiment with moving these two panels. When the Tools panel is floating, it can be a twocolumn vertical panel, a single-column vertical panel, or a single-column horizontal row.
The Tools panel must be floating not docked to display horizontally. The Tools panel becomes one horizontal row. Click the double arrow again to return to the default Tools panel. Release the mouse button to make the panel float. The configuration of document windows is not saved in workspaces. You cannot modify the provided workspaces, but you can save your own. In this exercise, you will save the panel customizations from the previous exercises.
In addition, you will customize the appearance of the interface. For example, you might prefer shorter menus for use on a smaller laptop screen, or you might want to streamline the commands available to a new user.
You can save the menu customization with your saved workspaces. If necessary, select Panel Locations and Menu Customization. If an alert displays indicating that the workspace already exists, click OK to replace the existing workspace.
Click this menu and select a different workspace. When a document is open, the current magnification percentage is displayed in the Zoom Level box in the Application bar and next to the filename in the document window tab or title bar.
A spread is multiple pages displayed side-by-side. Notice that a plus sign appears in the center of the Zoom tool. You might zoom in on a text frame to revise text, for example.
In this exercise, you will experiment with the Zoom tool. The view changes to the next preset magnification, centered on the point where you clicked. A minus sign appears in the center of the Zoom tool. See the sidebar on the next page for details. The percentage by which the area is magnified depends on the size of the marquee: the smaller the marquee, the larger the degree of magnification. Press Option and hold: Zoom out from the center.
Press and drag to the right: Zoom in. Press and drag to the left: Zoom out. Press Shift while dragging: Access standard marquee zoom. As you work with InDesign, you will find that you prefer certain methods over others. Once you find a method you like, remember any shortcuts to make that method easier. For example, if you prefer to enter a page number in the Go To Page dialog box, memorize its keyboard shortcut. Navigating pages You can navigate document pages using the Pages panel, the page buttons at the bottom of the document window, the scroll bars, or a variety of other methods.
The Pages panel displays an icon for each page in the document. Double-clicking any page icon or page number in the panel brings that page or spread into view. In this exercise, you will experiment with turning pages.
Click the down arrow, and choose 2. Click OK. In this exercise, you will experiment with the Hand tool. Introducing the Workspace Using context menus In addition to using the menus at the top of your screen, you can use context menus to display commands relevant to the active tool or selection. To display context menus, position the pointer over a selected object or anywhere in the document window and click with the right mouse button or press Control and hold down the mouse button macOS.
Note the available options; a partial list is shown here. The Type context menu lets you insert special characters, check spelling, and perform other text-related tasks. Using panel menus Most panels have additional panel-specific options. Clicking the panel menu button displays a menu with additional commands and options for the selected panel. In this exercise, you will change the display of the Swatches panel.
Drag the Swatches panel out of the dock at the right to create a free-floating panel. You can use the Swatches panel menu to create new color swatches, load swatches from another document, and more. Note the other options on the menu as well. You can use any color theme that you prefer. You can customize the InDesign interface by changing the overall color, the way various tools work, and how the panels are configured through preferences.
Some settings in the Preferences dialog box affect the application InDesign itself , while others affect only the active document. If you change the document-specific preferences while no documents are open, the changes affect all new documents without affecting existing documents.
Here, you will look at Interface preferences, which affect the application. Or choose the default, Medium Dark, again. Select various tools to learn more about them. You can use these panels to collaborate on documents. Introducing the Workspace Review questions 1 What are some ways you can change the magnification zoom level of a document? Review answers 1 You can choose commands from the View menu to zoom in, zoom out, fit the page to the window, and more.
You can also use the Zoom tool in the Tools panel and click or drag over a document to enlarge or reduce the view. In addition, you can use keyboard shortcuts to increase or reduce the magnification. You can also use the Zoom Level box on the lower-left corner of the document window. For example, you can press V to select the Selection tool from the keyboard; press and hold the keyboard shortcut to temporarily select the tool.
You select hidden tools by positioning the pointer over a tool in the Tools panel and holding down the mouse button. When the menu appears, select the tool. You can also access type-specific panels from the Type menu.
Drag the tab of any other panel into the tab bar of the new, free-floating panel. A panel group can be moved and resized as one panel. This lesson will take about 60 minutes to complete.
The building blocks of an Adobe InDesign layout are objects, text, and graphics. Layout aids such as guides help with size and placement, and styles let you format page elements automatically. In addition, the postcard can be exported as a JPEG to use in email marketing. As you will see in this lesson, the building blocks of an InDesign document are essentially the same, regardless of the output media.
In this lesson, you will add the text, images, and formatting necessary to finish the postcard. You can leave this document open to act as a guide as you work. Viewing guides 1 Press and hold down the Screen Mode button at the bottom of the Tools panel, and choose Normal from the menu. Currently, the postcard document is displayed in Preview mode, which displays artwork in a standard window, hiding nonprinting elements such as guides, grids, frame edges, and hidden characters.
To work on this document, you will view guides and hidden characters such as spaces and tabs. As you become comfortable working with InDesign, you will discover which view modes and layout aids work best for you.
The other modes are Bleed, for reviewing the predefined bleed area for objects that extend beyond the page boundaries; Slug, for displaying the area outside the bleed area that can contain information such as printer instructions or job sign-off information; and Presentation, which fills the screen and works well for presenting design ideas to clients. Any layout aids previously enabled now display.
You will now enable other layout aids. The guides do not print and do not limit the print or export area. Be sure Hidden Characters is checked in the menu. Text can be contained in table cells and flow along paths as well. You can type text directly into a text frame or import text files from word-processing programs. When importing text files, you can add the text to existing frames or create new frames to contain the text.
From the Font Style menu, select Bold. Options for styling and placing text In the Essentials workspace, the Properties panel displays at the right to provide quick access to the most common text formatting options. InDesign provides other options for formatting characters and paragraphs and for positioning text within a frame. When the text is almost final, they send the files to graphic designers.
To complete the postcard, you will import a Microsoft Word file into a text frame at the bottom of the page using the Place command. At the bottom of the Place dialog box, make sure that Show Import Options is not selected. The pointer changes to a loaded text icon. The text frames are outlined by light blue nonprinting lines.
You will thread the two bottom text frames so the text flows through them. At this point, text is still overset. You will resolve this problem by formatting the text with styles later in this lesson. Click in the text frame immediately to the right. You can select a paragraph by simply clicking in it, highlighting any part it, or highlighting all of it. This automates common paragraph formatting, such as starting a paragraph with a drop cap followed by all capital letters on the first line.
Character styles are generally applied to call attention to specific text within a paragraph. Paragraph styles specify formats such as alignment and basic character formats such as font and line spacing.
A text inset specified for this text frame indents the text from the edges of the frame. Character styles specify variations from the character formats in the paragraph style. You will now format the text with paragraph and character styles. You will first apply the Body Copy style to all the text in the two threaded text frames, and then you will apply the Subhead style to the box headings. Click the Paragraph Styles menu and select the Body Copy style to format the entire story.
As you can see from the hidden character the paragraph return at the end of the line, this line is actually its own paragraph. Therefore, it can be formatted with a paragraph style. To resolve this, click Clear Overrides at the bottom of the Paragraph Styles panel.
You can then quickly apply the character style to other selected words. The configuration of your panels is largely dependent on the amount of screen space available. Some InDesign users have a second monitor for managing panels. Click the red swatch named Red-Bright to apply the color to the text.
Creating and applying a character style Now that you have formatted the text, you are ready to create a character style based on that formatting. This new style includes the characteristics of the selected text, as indicated in the Style Settings area of the dialog box. Character Style dialog box does not open immediately, doubleclick Character Style 1 in the Character Styles panel.
Because you applied a character style instead of a paragraph style, the formatting affected only the selected text, not the entire paragraph. For example, if a word is italicized, you would italicize a comma after it. The key is to be consistent. Graphics used in InDesign documents are placed inside frames.
Use the Selection tool to resize a graphics frame and to position the graphic within the frame. You will position the graphic in the upper-right quadrant of the postcard. In the Place dialog box, make sure that Show Import Options is not selected.
You can also drag graphic files from the desktop onto an InDesign page or pasteboard. If you click the page, InDesign places the graphic at full size, inside an identically sized graphics frame. In this case, however, you will scale the graphic as you add it to the page. The resulting graphics frame will have the same dimensions as the graphic. Getting to Know InDesign 6 Drag down and to the right until the pointer touches the guide on the right side of the page.
You can use the scaling controls on the Properties panel and Control panel to precisely adjust the graphic size. You can crop the image by dragging any of its eight resizing handles. Use the Selection tool to crop a graphic by reducing the size of its frame.
This constrains the movement to horizontal, vertical, and degree angles. If you click and pause briefly before resizing a frame with the Selection tool, or before moving the graphic within a frame, the cropped part of the graphic is ghosted but visible outside the frame area. The eventual position of the graphic should be where you placed it in step 6. In general, you move and resize objects with the Selection tool.
Objects can have a fill color background color and a stroke color outline or border , which you can customize by specifying the width and style. You can move objects around freely, snap them to other objects, and place them with precision according to guides or values you enter. In addition, you can resize and scale objects and specify how text wraps around them. If necessary, scroll left to see the flower graphic on the pasteboard. You can view and change the reference point by clicking a box immediately to the left of the X and Y fields.
In addition, you can apply a fill or background color. The Direct Selection tool lets you select a single object within a group. You can also select a single object in a group by double-clicking it with the Selection tool. Click the Green-Dark swatch. Click the Green-Medium swatch. Getting to Know InDesign Working with object styles As with paragraph and character styles, you can quickly and consistently format objects by saving attributes as styles.
In this exercise, you will apply an existing object style to the two threaded text frames containing the body copy. For example, are all the lines in the document thick enough to print, and will the colors display and print properly? You will learn more about all of these issues throughout the lessons in this book. To customize Live Preflight, you can create or import production rules called preflight profiles against which InDesign checks your documents.
The default profile supplied with InDesign flags 51 issues such as missing fonts fonts that are not active on your system and overset text text that does not fit in its frame. This profile was supplied by the printer to ensure proper output. Using the Mailhouse preflight profile, InDesign finds errors, as indicated by the red Preflight icon , which displays in the lower-left corner of the Preflight panel. InDesign now reports No Errors in the Preflight panel and in the lower-left corner of the document window.
Viewing the document in Presentation mode 1 Press and hold down the Screen Mode button panel, and select Presentation. The document displays in its previous screen mode, Normal. This mode works well for presenting design ideas to clients. Apply the object style to different objects. When you create a document following best practices, the document is easy to format, revise, and replicate consistently.
Some of these techniques are listed here. Avoid stacking objects. Format one object rather than using multiple objects. A new user might be tempted to create this look by stacking multiple frames. Using multiple objects creates extra work when moving, aligning, and formatting objects. New InDesign users are often tempted to place or paste text into separate, freestanding text frames. The text in these frames needs to be selected and formatted individually. InDesign provides styles for formatting objects, paragraphs, lines within paragraphs, characters, tables, and table cells.
With styles, you can quickly and consistently format everything in a document. In addition, if you decide to change a format, you can update the style to make a global change.
For example, in the postcard, if you wanted to change the font used in the body copy, all you would need to do is edit the Character Formats of the Body Copy paragraph style. Styles can easily be updated to reflect new formatting, and styles can be shared among documents as well. For example, if the document is missing a font, you will need to acquire that font before you continue working on the document. Review answers 1 You create text frames with the Type tool.
For example, if the selected profile specifies no RGB color usage but an RGB color or image is used in the document, an error is reported. Preflight errors are also reported in the lower-left corner of the document window. Create a new document and set document defaults.
Lay out a master page. Create an additional master page. Apply a master page to document pages. Add pages to a document. Rearrange and delete pages. Change the size of pages. Create sections and specify page numbering.
Lay out document pages. Prepare artwork to print to the edge of the paper. Rotate a document page. This lesson will take about 90 minutes to complete. Note: If you have not already downloaded the project files for this lesson to your computer from your Account page, make sure to do so now.
Note: If an alert informs you that the document contains links to sources that have been modified, click Update Links. You will also lay out a pair of master page spreads. The Print, Web, and Mobile categories store document settings, called presets, that are appropriate for each purpose.
The presets store settings such as commonly used page sizes and different measurement units such as pixels for Web and Mobile. Your first choice to make is governed by the intent of your layout.
The Recent category stores your recently used settings so that you can use them again. The Saved category stores presets that you make. This feature allows you to store the setup for many different projects so that they are always ready to use. Examine the workspace. Notice the differences between this new document and the first one you created.
For example, look at the colors in the Swatches panel and the units of measurement on the rulers. For Intent, choose Print. In the Number Of Pages box, type 8. Make sure that the Facing Pages option is selected. Change the Horizontal and Vertical settings to Inches to follow along with the steps in this lesson. Note: You can use any supported unit of measurement in any dialog box or panel. If you want to use a measurement unit that differs from the default, simply type the indicator for the unit you want to use, such as p for picas, pt for points, cm for centimeters, mm for millimeters, and either in or " inch marks for inches, after the value you enter in a box.
Now you will create a preset for an eight-page newsletter. Part of the preset includes frequently used document settings, such as the number of pages, page size, columns, and margins. Make sure you have closed all files first. Type 1. Tip: The bleed values specify an area outside the perimeter of each page that is used to print design elements, such as pictures or a colored background, that extend to the edge of the paper.
The bleed area is trimmed and discarded after the printing process. Highlight or delete the text 0 in in the Top box of the Bleed option, and then enter 0p9 the picas measurement system. Press the Tab key and notice that InDesign automatically converts measurements expressed using other measurement units in this case, picas and points to the default equivalents in this case, inches.
The default Bleed value is one eighth of an inch [. Creating a new document from a preset Each time you create a new document, the New Document dialog box lets you choose a document preset as the starting point, or you can specify several document settings, including the number of pages, the page size, the number of columns, and more.
InDesign creates a new document using all of the specifications from the document preset, including the page size, margins, columns, and number of pages. In the Pages panel, the icon for page 1 is highlighted, and the page number below the icon is displayed within a highlighted rectangle to indicate that page 1 is currently displayed in the document window. The Pages panel is divided into two sections by a horizontal line. A master page is like a template that you can apply to any page in a document.
Master pages contain elements, such as headers, footers, and page numbers, that appear on all document pages. The section below the line of the Pages panel displays thumbnails of document pages. If you press the Shift key when selecting a preset, the New Document dialog box is bypassed and a new document based on that preset opens. If necessary, drag the bottom of the panel downward until all eight document page icons are visible. Master page icon Divider between master pages and document pages Document page icon Center line spine Letter of applied master page Even-numbered pages are to the left of the spine.
Odd-numbered pages are to the right of the spine. One is a result of the way paper folds to create the physical pages, regardless of anything printed on the pages. The other is the label placed on the pages. The label, or folio, that appears on the document pages can have many possible configurations and can differ from the physical pages. For example, the label can have sections that restart the numbering with each section, such as Roman numerals in the front of a publication.
The page thumbnails in the Pages panel show the physical structure of a document, and the numbers below the thumbnails show the label. Any printed material that has a spine, such as a magazine or a book, follows a structure dictated by folding paper.
The simplest example is to fold a piece of paper in half. Each resulting rectangle is a page. If you nest two folded pieces of paper into each other and staple them at the fold the spine , you have created an eight-page booklet. The first page the cover of this booklet is to the right of the fold the spine. Open the first page and you have one page to the left of the spine or fold , page 2, and one page to the right of the spine, page 3.
Page 1 is to the right of the center line, which represents the spine. Page 2 is to the left. All odd number pages are to the right, and all even number pages to the left.
Any object that you add to a master page automatically appears on the document pages to which the master page has been applied. By creating multiple master pages, you allow for variation within a consistent design theme.
Guides placed on a master page appear on any document pages to which that master is applied. Tip: If the two pages of the master page spread are not centered in the document window, double-click the Hand tool in the Tools panel to center them.
Dragging guides from rulers You can drag guides from the horizontal top and vertical left side rulers at the edge of the document window to provide additional alignment assistance. Tip: Guides can also be added to a spread in a facing-page document by using the Create Guides command Layout menu when working on a document page rather than a master page.
Selecting Margins instead of Page causes the guides to fit within the margin boundaries rather than the page boundaries. One choice may work better with a particular design than the other. In this exercise, you will place headers above the top margin of the page and footers below the bottom margin. To position the headers and footers accurately, you will add two horizontal guides and two vertical guides.
Without clicking in your document, move the pointer around the document window and watch the horizontal and vertical rulers as the pointer moves. Also notice that the dimmed X and Y values in the Control panel and the Transform panel indicate the position of the pointer. Drag a ruler guide down to.
The Y value is displayed next to the pointer while you drag and is also displayed in the Y box in the Control panel and the Transform panel. Pressing Ctrl Windows Tip: You can also drag a ruler guide without the Ctrl or Command key and release the guide over the pasteboard to have a guide appear across all pages in a spread as well as on the pasteboard.
Note: The controls in the Transform panel are similar to those in the Control panel. You can use either panel to make many common modifications, such as changing position, size, scale, and angle of rotation. Tip: To snap guides to ruler tick marks, press Shift while dragging the ruler.
Watch the X value in the Control panel as you drag. Tip: Pressing Alt Windows or Option macOS while dragging a guide from the horizontal ruler changes it to a vertical guide and, likewise, changes a vertical guide to a horizontal guide when dragging a guide from the vertical ruler. Step and repeat, paste, color, and delete guides A key concept to understand about guides in InDesign is that they behave like other objects.
You can use many of the same techniques with guides that you use for working with any objects. One powerful technique is Step And Repeat. Drag a guide from the vertical ruler to 1 inch from the left. Under the Color menu, click to see the color list and choose Red. It can be quite helpful to use a different color for guides that are for different purposes or on different layers. Setting Up a Document and Working with Pages Note: If you accidentally deselect this new guide, drag across the guide to select it with the Selection tool.
When selected, the color of the guide will be darker. Click Preview to see the changes while you work. Enter 3 for the repeat count and. Choose Copy from the Edit menu. Choose Paste In Place from the Edit menu. Click an empty area of the page so that you can see the red guides. The guides will be in the same place on page 8 as they are on page 6. This technique can be useful when you want to duplicate a design but not on enough pages to warrant creating another master page.
You can also copy and paste guides between documents. Unneeded guides become clutter. Again, using the Selection tool, drag across the four guides you just pasted onto page 8 to select them. Creating a text frame on the master page 2 Select the Type tool in the Tools panel. On the left master page, click near where the two ruler guides intersect above the leftmost column and drag to create a text frame, as shown here.
The letter A appears in your text frame. This is the placeholder character on the master page. Tip: An em space is the width of the current font size. For example, when working with point text, an em space is 12 points wide. The term originated in the days of metal type and described the width of the capital letter M. If necessary, zoom in and use the scroll bars or Hand tool.
Tip: A header is text placed at the top of a page and is separate from the main body text. A header can include information such as page number, publication name, or issue date. When placed at the bottom of a page, such text is called a footer. Any text or graphic that you place on a master page appears on document pages to which the master is applied.
Notice that the text frame displays with a dotted line rather than a solid line. Objects on master pages display with dotted lines to distinguish them from objects on document pages. Note: You can apply text attributes with the frame selected rather than selecting text with the cursor. This is a very useful feature. For example, you can select several text frames and apply the same attributes to all of them at the same time.
Under Inset Spacing, turn off the same settings icon and set the Left and Right insets to. Set the reference point on the Control panel to the center left position, and type these settings: X. Hold down the Alt key Windows or Option key macOS , and drag the text frame to the right master page so that it approximately mirrors the left master page, as shown here.
When you have to move something an exact amount, or position something in an exact location, type the math in the control panel. The reference point controls which side of the frame gets the new position.
In this case, we want the frame to end one-quarter inch. With this duplicate text frame still selected, change the reference point in the Control panel to a right position. Type 17—. The right edge of this text frame is now at The text is now right-aligned within the header frame on the right master page. Left and right headers.
This creates a copy of both text frames. Triple-click to select all of the text and replace it by typing Urban Garden Oasis. Select and copy this new text, move to the right footer, select all of the text there, paste the new text Urban Garden Oasis , and then click the Align Right button. Note: On smaller screens, fewer tools are available in the Control panel. Switch back to the Selection tool and, in the alignment area of the Control panel, click the Align Bottom button.
Left and right footers. Confirm that the A-Master page is still selected. Tip: In addition to changing the names of master pages, you can use the Master Options dialog box to change other properties of a master page, such as the prefix, number of pages in the master page spread, and whether or not the master page is based on another master.
Adding placeholder frames for text Each document page in the newsletter will contain text and graphics. Because the main text frame and graphics frame are the same on each page, one technique is to create a placeholder text frame and a placeholder graphics frame on the left and right pages of the master page.
Click where the top margin guide intersects the. Position this text frame so that it begins at the second column. The left position will be Setting Up a Document and Working with Pages Adding placeholder frames for graphics Although the Rectangle tool and the Rectangle Frame tool are more or less interchangeable, the Rectangle Frame tool, which includes nonprinting diagonal lines within that form an X, is commonly used to create placeholders for graphics that will be imported.
For example, one-page documents, such as posters, business cards, and ads, may not benefit from master pages and placeholder frames. You have now created placeholder text frames for the main text on each page. Drag down and to the left to create a frame that extends horizontally one column width and vertically to the ruler guide at 5. The resulting frame will be 2. Creating an additional master page You can create multiple master pages within a document.
You can build them independently or base one master page on another master page. If you base a master page on another master, any change made to the parent master is automatically applied to the child master. Each time you create a new publication, begin by changing the date on the parent master page, which automatically changes the date on all children master pages.
Notice that the letter A is displayed on the Bcolumn Layout master page thumbnails in the Pages panel. This letter indicates that the Acolumn Layout master serves as the foundation parent for the Bcolumn Layout master child. If you change the Acolumn Layout master, the changes will also apply to the Bcolumn Layout master. You may also notice that you cannot easily select objects, such as the footer frames, that came from the parent master page.
Overriding master items The document pages that will use the two-column layout do not require placeholder frames, which means that only the footer text frames and the ruler guides from the Acolumn Layout master are required. Nothing happens. The frame is now selected, and you have overridden its status as a master item.
Press Backspace or Delete to delete the frame. A snippet is a file that contains InDesign objects, including their location relative to one another on a page or spread.
Snippets can be imported into a layout with the Place command File menu the same way you import graphic files. Click the file named Header-Snippet. Click to place the snippet. The snippet adds to the header at the top of the page. It includes an empty blue graphics frame and a text frame with white placeholder text on both the left and right master pages. Tip: To create a snippet, select one or more objects on a page or spread. Choose the location of the file, assign a name, and then click Save.
Notice how the new elements you just applied to the Acolumn Layout parent master have been automatically applied to this child master.
Tip: The parent— child master structure enables you to quickly apply design changes to common elements, without having to make the same change to several items. Click the left blue graphics frame to select it. Open the Swatches panel by clicking the icon in the panel dock, choose Fill color , and click the Green-Bright-Medium swatch. Navigate to the Bcolumn Layout master in the Pages panel again, and see that the color of the left header box is now green as well.
By default, all of the document pages are formatted with the Acolumn Layout master. You can apply master pages to document pages by dragging master page icons onto document page icons in the Pages panel or by using an option from the Pages panel menu.
Make sure that all master pages and document pages are visible in the panel. Tip: In long documents, you may find it easier to display the page icons horizontally in the Pages panel.
From the Apply Master menu, choose Bcolumn Layout. Notice that both pages have the two-column layout of the applied master page, as well as the header and footer elements that you placed on the parent master page. Also notice that the correct page numbers are displayed on each page as a result of the Current Page Number characters you placed on the Acolumn Layout master page spread, which was inherited by the Bcolumn Layout master.
All of the master page objects are no longer visible on page 1. Six blank pages are added in the middle of the document. Lengthen the Pages panel so that you can see as many document pages as possible. Rearranging and deleting document pages You can use the Pages panel to rearrange the sequence of pages and delete extra pages. Drag the page 12 icon upward onto the icon for page 11, which is based on the Bcolumn Layout master.
Notice that page 11 is now based on the A-3column Layout master, and the page that had previously been page 11 is now page Pages 13 and 14 remain unchanged. Pages 5 and 6 are deleted from the document, leaving it with 12 pages. This section will be slightly narrower and shorter than the newsletter. Click page 5 in the Pages panel, and then press the Shift key and click page 8.
The icons for pages 5—8 are highlighted in the panel. These are the pages whose size you will change. Notice that the spread now contains pages of unequal size. Using the Measure tool 1 Notice that the outside margins on the narrower page look the same as on the original, wider page. InDesign maintained the original margin and column settings, resulting in narrower columns on the narrower pages. Press K on the keyboard to select the Measure tool , and then press the Shift key and drag the tool from left to right within one column on page 9.
The Shift key constrains the direction to exactly horizontal. The Info panel pops up. Note the measurement for W Width. Now measure a column on page 8. Setting Up a Document and Working with Pages see that InDesign has made the columns on page 8 narrower than the original to fit on a narrower page, while keeping the margins the same.
Note: The Measure tool is also available from the Tools panel. Press and hold the Color Theme tool to activate the hidden tools menu and choose the Measure tool. Original column width left and narrow column width right. Adding sections to change page numbering The special section you just created will use its own page numbering system.
You can use different kinds of page numbering within a document by creating sections. In the Pages panel, double-click the page 5 icon to select and display it. This is the start of the special section with the smaller pages. The triangle above the page i page icon indicates the start of a section. Starting with the fifth document page, the numbers below the page icons now appear as Roman numerals.
The numbers in the footers of the remaining document pages that contain footers also appear as Roman numerals. This is the first page that returns to the original page size. This resumes the numbering from the document pages 1—4 that precede the special section.
Note: Single-clicking a master page icon or a document page icon targets the page for editing purposes but does not cause that page to be displayed in the document window.
If you want to navigate to a page, double-click its icon in the Pages panel. Now the pages are correctly renumbered. Notice that a small black triangle is displayed above pages 1, i, and 5 in the Pages panel. These triangles indicate the start of a new section. In this document, we returned to the original page numbering at page 5, but the numbering could be another pattern. The important point to note is that whenever you see the triangle above a page in the Pages panel, it indicates a section change, regardless of the particular numbering pattern in that file.
Setting Up a Document and Working with Pages Adjust Layout The Adjust Layout feature enables InDesign to do some of the work of scaling and realigning elements automatically when the size of a document is changed. For example, you might have to publish in different regions of the world where standard page sizes are different.
The specifications of a project might change after you have already created many of the pages. Or you might have to make a poster-size version of a magazine advertisement, or different sizes of the same ad for different publications. There are many situations where this feature will save you a lot of time.
When you use Adjust Layout from the Margins And Columns dialog box, it affects only the current page or selected pages. When you use Adjust Layout from any of the other locations, it applies to the entire document. Note that you can choose to prevent InDesign from changing font sizes by keeping the Adjust Font Size option unchecked.
But when making a large change, you probably do want the fonts to scale with the rest of the objects. Try changing the newsletter to A4 size, click OK, and then examine how the objects have changed. In the Document Setup dialog box, click the Adjust Layout button—and this time make a dramatic change. Examine the results. Tip: Double-clicking the page number label below a page or spread in the Pages panel is another way to navigate to a page or spread.
The view magnification is not changed. Notice that because the Acolumn Layout master is assigned to pages 2 and 3, these pages include the guides, headers and footers, and placeholder frames from the Acolumn Layout master.
Click the Article1. Click Open. The pointer changes to a loaded text icon , with a preview of the first few lines of the Article1. Click to place the Article1. Note: Parentheses are displayed when InDesign recognizes a preexisting frame beneath the loaded text icon or the loaded graphics icon when importing text or graphics into a layout.
If you click within an existing frame, InDesign uses that frame rather than creating a new text or graphics frame. Setting Up a Document and Working with Pages 5 To place the three remaining files, click within the text frame on page 3 to place the Article2. Click the Snippet2. An advantage of using the master page to do this is that consistency of those objects is maintained throughout the document. You will replace the placeholder text now. Setting Up a Document and Working with Pages Printing to the edge of the paper: using the bleed guides A very important concept to keep in mind when setting up a document is whether any elements will print all the way to the edge of the paper.
If so, you need to account for how that is accomplished in commercial printing. The bleed guides that we set up in the newsletter template are there to enable you to do that. In commercial printing, pages are printed on large paper, rather than on single sheets as on an office printer, and pages are arranged to fold correctly on bindery machines. For example, the pages could be printed two-up on a small digital press, or eight-up on a typical large offset press.
Throughout the printing process, tolerances are built in to allow for slight variations in the manufacturing process—for example, during the trimming process cutting the pages to exact size. Adding bleed is a strategy to compensate for these slight variations. Therefore allowance must be made for the slight movement of stacked paper as the blade cuts. For inquiries and questions, we collect the inquiry or question, together with name, contact details email address, phone number and mailing address and any other additional information voluntarily submitted to us through a Contact Us form or an email.
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