Adobe InDesign CS5.5 Instructions

Adobe InDesign CS5.5 is flexible software used by designers and publishers to create, preflight, and publish documents for print and digital media. Use this program to create everything from posters and brochures to interactive page layouts, ebooks, and online documents. You can import text and graphics or create your own, work with transparency, and customize the design. Workflows are streamlined to help you save time and collaborate efficiently.

PDF

Document

Using

ADOBE

®

INDESIGN

®

CS5 & CS5.5

Legal notices

Legal notices

For legal notices, see http://help.adobe.com/en_US/legalnotices/index.html.

Last updated 11/16/2011

Chapter 1: What’s new

What’s new (CS5.5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

What’s new (CS5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2: Workspace

Workspace basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Customize menus and keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Toolbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Viewing the workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Working with ConnectNow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Setting preferences

Recovery and undo

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Chapter 3: Layout

Creating documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Rulers and measurement units

Grids

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

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Ruler guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Pages and spreads

Master pages

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Laying out frames and pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Numbering pages, chapters, and sections

Text variables

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Chapter 4: Working with documents

Working with files and templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Saving documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Converting QuarkXPress and PageMaker documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Chapter 5: Text

Creating text and text frames

Adding text to frames

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Threading text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Articles (CS5.5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Linked stories (CS5.5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Editing text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Find/Change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Glyphs and special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Spell-checking and language dictionaries

Footnotes

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Tracking and reviewing changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Adding editorial notes in InDesign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

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Chapter 6: Styles

Paragraph and character styles

Drop caps and nested styles

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

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Object styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Working with styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Chapter 7: Combining text and objects

Anchored objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Wrapping text around objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Creating type on a path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Chapter 8: Typography

Formatting text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Using fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Leading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Kerning and tracking

Formatting characters

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Formatting paragraphs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Aligning text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Tabs and indents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Bullets and numbering

Text composition

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

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Chapter 9: Tables

Creating tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Selecting and editing tables

Formatting tables

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Table strokes and fills

Table and cell styles

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

Chapter 10: Long document features

Creating book files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313

Creating a table of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Creating an index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Working with markers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Chapter 11: Drawing

Understanding paths and shapes

Drawing with the line or shape tools

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343

Drawing with the Pencil tool

Drawing with the Pen tool

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

Editing paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

Applying line (stroke) settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Change corner appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

Compound paths and shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363

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Chapter 12: Graphics

Understanding graphics formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Importing files from other applications

Placing graphics

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Managing graphics links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

Reusing graphics and text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396

Chapter 13: Frames and objects

Selecting objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402

Transforming objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

Aligning and distributing objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424

Grouping, locking, and duplicating objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428

Working with frames and objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431

Clipping paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438

Chapter 14: Transparency effects

Adding transparency effects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442

Blending colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451

Flattening transparent artwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454

Chapter 15: Color

Understanding spot and process colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463

Applying color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465

Working with swatches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469

Tints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

Gradients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480

Mixing inks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485

Using colors from imported graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487

Chapter 16: Trapping color

Trapping documents and books

Trap presets

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493

Adjusting ink options for trapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499

Chapter 17: PDF

Exporting to Adobe PDF

Adobe PDF options

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Preparing PDFs for service providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515

Structuring PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517

Chapter 18: Interactive documents

Interactive web documents for Flash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523

Dynamic PDF documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530

Bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 533

Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535

Cross-references . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541

Movies and sounds

Animation

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551

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Contents

Page transitions

Buttons

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 556

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 558

Digital Publishing Suite overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566

Chapter 19: XML

Working with XML

Importing XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570

Tagging content for XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581

Structuring documents for XML

Exporting XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594

Chapter 20: Printing

Printing documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597

Printer’s marks and bleeds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607

Printing thumbnails and oversized documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

Printing graphics and fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611

Managing color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613

Preflighting files before handoff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617

Creating PostScript and EPS files

Printing booklets

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628

Chapter 21: Color separations

Preparing to print separations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634

Overprinting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639

Inks, separations, and screen frequency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642

Chapter 22: Automation

Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649

Plug-ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651

Data merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651

Chapter 23: Sharing content between InCopy and InDesign

Understanding a basic managed-file workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661

Sharing content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668

Assignment packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673

Working with managed files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676

Adjusting your workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681

Chapter 24: Comparison of PageMaker and InDesign menus

PageMaker menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685

Chapter 25: Keyboard shortcuts

Default keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 692

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Chapter 1: What’s new

Important:

This page provides a list of features in InDesign CS5.5 and InDesign CS5. This page does NOT tell you how to use these features. For more information about any of the new features, click the corresponding links provided.

What’s new (CS5.5)

The CS5.5 Design Standard Feature Tour on Adobe TV contains several videos to show you the new features.

EPUBS

Articles

Articles provide an easy way to create relationships among page items. These relationships are used to define the content to export to EPUB, HTML, or Accessible PDFs; and to define the order of the content.

Articles panel with the options pullout menu

For more details, see “ Articles (CS5.5) ” on page 147

Linked stories

Adobe InDesign CS5.5 linked stories makes it easier to manage multiple versions of the same story or text content in the same document.

For more details, see “ Linked stories (CS5.5) ” on page 148

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What’s new

Object Export options

Object export options are used to specify export parameters required when you export to different formats such as

EPUB, HTML, or accessible PDFs. Object export options are applied to both text frames and graphic frames, as well as groups. Object export options are specified to individual objects or groups and can override the global export settings. Choose Object > Object Export Options.

Object export options dialog box

For more details, see “ Object export options (CS5.5) ” on page 436

Map styles to export tags

The Paragraph and Character styles have a new subfeature—Export Tagging. Export Tagging lets you define how text with InDesign styles should be marked up in HTML/EPUB or in the tagged PDF output.

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What’s new

Paragraph Style dialog box with Export Tagging options

See “ Map styles to export tags (CS5.5) ” on page 201

Integration with Adobe Digital Publishing Suite

To create richly designed, interactive publications for tablet devices, InDesign includes Folio Builder and Overlay

Creator panels. You can use these panels to create digital publications called folios .

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What’s new

InDesign and Digital Publishing Suite workflow

See “ Digital Publishing Suite overview ” on page 566 for a bird’s eye view of the solution. For information on creating

digital publications for mobile devices, see www.adobe.com/go/learn_dps_help_en

Improved EPUB and HTML export

InDesign CS5.5 contains a re-engineered EPUB and HTML export solution that offers several improvements to the

EPUB export workflow.

See “ Export content for EPUB (CS5.5)

” on page 124 and “ Export content to HTML (CS5.5) ” on page 119

Some of the features are listed below:

•

General export options: Define book margins, use article order to specify reading order. See “ EPUB General export options ” on page 124.

• Image export options: Define image resolution PPI settings, size, and added support for PNG images. You can also

specify image alignment settings, space before and after images, and insert page breaks. See “ EPUB Images options ” on page 125.

• Content export options: Break document by paragraph styles, enhancements to footnotes, remove soft returns. See

“ EPUB Contents options ” on page 126.

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What’s new

EPUB Export options

• Audio and video tags in HTML: Placed audio and h.264 video files are enclosed in HTML5 <audio> and <video> tags. An increasing numbers of hardware and software vendors now support HTML5 audio and video tags.

• J-language features: Support for vertical text and Ruby characters.

• Added support for sublists: Sublists formatted using the InDesign auto-bullet and auto-number features are represented as nested ordered and unordered lists.

• Table headers and footers: Table headers and footers are exported to EPUB and HTML.

• Table of contents: InDesign table of content is now included in the EPUB export instead of the NCX manifest.

• Publish date: Publish date metadata value is automatically inserted. Other data such as author and keywords, that you provide using the File > File Info are also exported to the EPUB file.

Usability and productivity

PDF Enhancements

Support for PDF/X-4:2010 has been added. PDF/X-4:2010 is identical to the earlier PDF/X-4:2008, except that it relaxes certain restrictions on how layers can be specified in the PDF. This change allows InDesign CS5.5 to allow creating layers in the exported PDF, and provides PDF 1.6 compatibility. Apart from layers support, PDF 1.6 also allows JPEG2000 compression as an option for the color and grayscale images.

If you earlier used PDF/X-4:2008 to certify files that you sent to printers, don’t expect any changes in your workflow.

Note: The default [PDF/X-4:2008] Adobe PDF preset has been retained, but updated to use the PDF/X-4:2010 specification, so that your existing workflows do not break.

Dictionary enhancements

InDesign supports the open-source HunSpell dictionaries for most languages to verify spelling and to hyphenate words, in addition to the existing Proximity and WinSoft dictionaries.

Proximity Portuguese orthogonal agreement dictionary has been added.

For information on working with dictionaries, see “ Hyphenation and spelling dictionaries ” on page 185.

Drag and drop anchored objects

You can now drag an existing object into a text frame to anchor it. Drag the blue square near the top right corner to the location you want to anchor it to.

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What’s new

Drag the blue square to anchor the object

See “ Working with anchored objects using drag-and-drop (CS5.5) ” on page 227

Better PDF tag support

Create accessible PDFs for Adobe Acrobat, Adobe Reader, or other software such as screen readers. InDesign automatically adds tags for the following:

• Tables and nested tables

Table tags in exported PDF

• Lists and nested lists

List tags in exported PDF

• Footnotes

Footnote tags in exported PDF

• Hyperlinks

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What’s new

Hyperlink tags in exported PDF

Note: The THead, TBody, and TFoot tags are honored only if you export to PDF version 1.5 or higher

For information exporting as PDF, see “ Export to PDF for printing

” on page 501 and “ Create interactive documents for PDF ” on page 530.

PDF enhancements

If you earlier used PDF/X-4:2008 to certify files that you sent to printers, don’t expect any changes in your workflow.

Note:

The default [PDF/X-4:2008] Adobe PDF preset has been retained, but updated to use the PDF/X-4:2010 specification, so that your existing workflows do not break.

What’s new (CS5)

The InDesign CS5 Feature Tour contains video overviews for most of the new features on Adobe TV.

Design and layout

Multiple page sizes

You can define different page sizes for pages within a single document. This feature is especially useful when you want to manage related designs in one file. For example, you can include business card, postcard, letterhead, and envelope pages in the same document.

To create multiple page sizes, use the Page tool to select a page, and then change the settings in the Control panel. See

“ Use multiple page sizes ” on page 69.

New Layers panel

The new InDesign Layers panel is now more similar to the Illustrator Layers panel. Each layer has a disclosure triangle that can be expanded to reveal the objects and their stacking order on that given layer for the active spread.

By default, new page items are given generic names such as <rectangle> and <path>. You can give any page item a custom name by click-pause-clicking the item name in the Layers panel.

You can change the stacking order of objects by dragging items in the list. The Layers panel also lets you show or hide and lock or unlock individual page items.

See “ Layers ” on page 78.

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What’s new

Custom page sizes

Instead of editing a text file to create custom page sizes, you can use the Custom Page Size dialog box to make custom

page sizes available when you create documents. See “ Create custom page sizes ” on page 46.

Simplified transformations

InDesign includes several new selection and transformation features that simplify manipulating objects.

Content grabber The content grabber appears as a circle when you hover over an image using the Selection tool. Use the content grabber to select and move the content of a frame with the Selection tool still selected. This behavior effectively replaces that of the Position tool, which is removed from InDesign CS5. If you rotate the content with the frame, a horizontal line appears in the center of the content grabber. This line mirrors the rotation angle of the content.

The content grabber draws over each frame that is part of a group. Use the Selection tool to reposition content within a frame that is part of the group.

If you don’t want the content grabber to appear when you hover over an image, choose View > Extras > Hide Content

Grabber.

See “ Select objects ” on page 402.

Double-click behavior Double-clicking graphics with the Selection tool no longer switches to the Direct Selection tool.

Instead, double-clicking a graphic frame now selects the content in the frame. If the content is selected, double-clicking the content selects the content’s frame. (When the content is selected, you can also click the edge of its containing frame to select the frame.)

In a group, double-clicking an item in the group selects the item you double-clicked. To reselect the group, doubleclick the edge of the selected item or group. In all cases, the Selection tool remains the active tool. This approach gives you a quick and consistent way to select graphic frames and groups.

Frame edge highlighting InDesign now temporarily draws the frame edges as you use the Selection tool to hover over items on a page. This method makes it easier to find the item you want before you select it. The color of the frame edge drawn matches the color of the layer the object is on. Groups are drawn with a dashed line. This feedback is especially helpful when working in Preview Mode or with Hide Frame Edges selected.

Path and point highlighting When you hover over a page item with the Direct Selection tool, InDesign displays the path and display the path points. This feedback makes it easier to view the path point you want to manipulate. You no longer have to select the object with the Direct Selection tool and then select the path point. You can simply drag the point you want.

Rotate As in Illustrator, you don’t have to switch to the Rotate tool to rotate a selected page item. With the Selection tool, you can simply position the pointer just outside a corner handle, and drag to rotate the item. When you stop

dragging, the Selection tool remains the active tool. See “ Rotate an object using the Selection tool ” on page 415.

Transform multiple selected items You no longer have to group multiple items before you can resize, scale, or rotate them with the Selection tool. Simply select the items you want to transform, and you see a transformation bounding box around the selected items. Dragging a handle resizes the selected elements; holding down Shift resizes them proportionally. Holding down Ctrl (Windows) or Command (Mac OS) scales them. Holding down Ctrl+Shift

(Windows) or Command+Shift (Mac OS) scales them proportionally. Including Alt (Windows) or Option (Mac OS)

performs the transformations from the center of the selected objects. See “ Transform objects ” on page 412.

Live Screen Drawing In InDesign CS5, you see the content draw as you drag it. In previous InDesign versions, you pause before dragging to see the content draw. You can change the Live Screen Drawing setting in Interface

preferences to use the previous behavior. See “ Change Interface preferences ” on page 26.

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Favor the selected object If you select one of several overlapping page items and begin dragging, the selected object remains selected. To select a different item, simply click a portion of that different item that is not overlapping or intersecting the currently selected item.

Live Distribute When transforming multiple selected objects, InDesign CS5 lets you proportionally resize the space

between the selected items instead of resizing the actual items. See “ Distribute objects using Live Distribute ” on page 428.

Reordering of the Transformation Tools The Rotate, Scale, and Shear tools appear under the Free Transform tool in the Tools panel. You can rotate, resize, and scale objects without having to switch from the Selection tool.

Gap tool

The Gap tool provides a quick way to adjust the size of a gap between two or more items. The Gap tool is a one-step

way to adjust your layout by directly manipulating the whitespace. See “ Align objects using the Gap tool ” on page 427.

Paragraphs that span or split columns

In InDesign CS5, you can make a paragraph span multiple columns without creating separate text frames. You can

also split a paragraph into multiple columns within the same text frame. See “ Create paragraphs that span or split columns ” on page 267.

Keep with previous

The Keep Options dialog box now has a Keep With Previous option that keeps the first line of the current paragraph

with the last line of the previous paragraph. See “ Control paragraph breaks using Keep Options ” on page 263.

Balanced columns

The Balance Columns setting in the Text Frame Options dialog box lets you automatically balance text across columns

in a multiple column text frame. See “ Add columns to a text frame ” on page 131.

Vertical justification in non-rectangular frames

In previous versions of InDesign, applying a non-rectangular text frame causes vertical justification settings to be ignored. In InDesign CS5, you can apply both vertical justification and corner effects and other irregular-shaped

frames. See “ Align or justify text vertically within a text frame ” on page 267.

Live corner effects

Click the yellow square that appears near the upper right corner of a selected frame to apply corner effects to rectangular frames. In addition, you can now apply a different corner effect and a different corner radius to each

corner. See “ Use Live Corners ” on page 363.

Swatches in Control panel

You can apply swatches to objects directly in the Control panel. Select an object and choose the swatch from the Fill or Stroke menu in the Control panel. You can also drag the current color swatch displayed in the Control panel and

apply it to other objects. See “ Apply color ” on page 465.

Grid place enhancements

When placing multiple files, simply start dragging, and then use the arrow keys to change the number of columns and rows of the placed images. While dragging, hold down Ctrl (Windows) or Command (Mac OS) and press arrow keys

to change the gutter space. See “ Place multiple graphics

” on page 383 and “ Create contact sheets ” on page 388.

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Auto-Fit

Select the Auto-Fit option so that the image is resized automatically whenever you resize the frame. See “ Using Auto

Fit ” on page 433.

Drawing multiple frames in a grid

When using frame creation tools such as the Rectangle or Type tool, you can press arrow keys to create equally spaced

frames. See “ Draw multiple objects as a grid ” on page 343.

Duplicating objects into a grid

You can create a grid of objects while dragging a copy of a selected object. See “ Duplicate objects into a grid ” on page 430.

Live captions from metadata

In InDesign CS5, you can generate captions based on image metadata using a number of methods.

• You can generate captions while you place images by turning on the Create Static Captions checkbox in the Place dialog box.

• You can generate captions from placed images. First, use the Caption Setup dialog box to identify which metadata is included in the image. Then choose an option from the Object > Captions menu to generate either a live or static caption.

• You can add a text variable to a text frame that display the metadata of the image that touches or is grouped with the text frame.

See “ Captions ” on page 238.

Mini Bridge

Mini Bridge is a subset of Adobe Bridge that is available as a panel within InDesign. Mini Bridge lets you navigate your file system and preview files as visual thumbnails without having to leave InDesign. You can drag-and-drop files from

Mini Bridge to InDesign as an alternative way to place files into a document. Doing so loads the dragged images into the place cursor, just like dragging from Bridge. You can also drag selected items into Mini Bridge to create snippets.

For a video on using Mini Bridge with InDesign, see www.adobe.com/go/lrvid5051_br_en .

Improved Adobe Bridge integration

InDesign CS5 and Adobe Bridge CS5 are more integrated in two ways.

Page Thumbnails A new File Handling preference option lets you generate page thumbnails for more than the first page of InDesign files. The default number of pages to generate thumbnails for is set to 2, but you can change it to 1,

2, 5, 10, or All. You can now see previews of the pages within an INDD file in the Preview pane of Bridge. Choosing

more thumbnail pages may cause your InDesign document to take longer to save. See “ Include previews in saved documents ” on page 106.

View Links in an InDesign File while in Bridge You can view the links inside an InDesign document while in Adobe

Bridge, without having to open the document in InDesign. For example, suppose that you don’t remember the location of an image, but you remember placing it in an InDesign document. In Adobe Bridge, navigate to the InDesign file, and then display thumbnails of all the placed files contained within the selected InDesign file.

See “ Using Adobe Bridge with InDesign ” on page 103.

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Cross media design

Interactive documents and presentations

FLV and MP3 import You can import video files in Flash Video format (.FLV and .F4V), H.264-encoded files (such as

MP4), and SWF files. You can import audio files in MP3 format. Legacy media file types like QuickTime (.MOV),

.AVI, and .WMV are still supported. However, use FLV, F4V, MP4, and MP3 formats to take full advantage of the rich media support offered in the most recent versions of Acrobat, Adobe Reader, and Adobe Flash Player.

Use Adobe Media Encoder to convert older media file types to .FLV. See “ Relink legacy media files ” on page 551.

Media panel The Media panel lets you preview SWF, FLV, F4V, MP4, and MP3 files directly in InDesign. For FLV,

F4V, and MP4 files, you can choose any frame in the video as the placeholder poster image. You can choose which video playback controls you want the viewer of your interactive document to have. The Media panel lets you create

navigation points, which are time-code markers that you can target with button actions. See “ Add movies and sound files to documents ” on page 548.

Motion presets The Animation panel lets you assign a motion preset to any page item as a way to quickly create an animation. These motion presets are the same motion presets found in Adobe Flash CS5 Professional. Furthermore,

InDesign can import any custom motion preset created in Flash, enabling InDesign and Flash users to collaborate to

create animation effects. See “ Animate a document with motion presets ” on page 552.

Animation panel Use the Animation panel to create or edit animation effects. You can edit supported animation attributes such as Position, Scale, Rotate, and Opacity. Save any custom animation created in InDesign as a custom motion preset that can be shared with others.

Use the Animation panel to specify when an animated object is played, such as when the page is loaded or clicked. See

“ Animation ” on page 551.

Timing panel

Use the Timing panel to change the order of when animated objects play. See “ Use the Timing panel to change the animation order ” on page 555.

Object States panel Use the Object States panel to create multiple versions of an object. For example, you can create a single page object with 20 different states, and each state contains a different photo. Anyone who opens the PDF or

SWF file can click forward and back buttons to browse the photo gallery. See “ Create a multi-state object slide show ” on page 564.

Preview panel In InDesign, you can preview interactivity and animation of the current selection, the current spread,

or the entire document using the Preview panel. You can also test interactive elements in a web browser. See “ Preview interactive documents ” on page 532.

Pixels as unit of measurement You can now specify Pixels for your unit of measure in Preferences > Units &

Increments. You can override the current unit of measure by adding “px” to your values in edit fields in the Control panel, dialog boxes, and other panels. When using pixels, objects and X/Y coordinates snap to whole pixel values, and

the line weights listed in the Stroke panel also change to pixels. See “ Change rulers and measurement units ” on page 49.

Convert URLs to hyperlinks Use the Convert URLs To Hyperlinks command to search the current selection, story, or document for URL strings and convert them to hyperlinks. You can also assign a character style to the found URLs.

See “ Convert URLs to hyperlinks ” on page 539.

Improved export to Flash Player

SWF file export can now include animation, video, audio, and remote rollovers. In addition, several new options let

you control the final SWF file output. See “ Create interactive SWF (Flash) files for the web ” on page 523.

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Improved export to Flash Professional

InDesign CS5 exports to FLA format rather than XFL format for editing the file in Flash Professional. FLA export

options support rich media content and offer more ways to handle text. See “ Create FLA files for the web ” on page 526.

Improved export to Interactive PDF

InDesign CS5 includes separate commands for exporting print and interactive PDF files.

InDesign CS5 exports all rich media content to the Rich Media Annotation Layer when exporting to Interactive PDF, resulting in more reliable playback in Adobe Reader. For best results, video files must be in FLV or F4V format and audio files must be in MP3 format.

A few new options are available when exporting to interactive PDF, including initial view options, presentation

settings, and page transitions. See “ Create interactive documents for PDF ” on page 530.

Improved XHTML export

Exporting to XHTML is a way to extract your content out of an InDesign document and hand it over to a web developer who can repurpose it using a web application such as Dreamweaver. InDesign CS5 enhancements include the ability to match the attributes of InDesign text formatting, preserve local formatting, and control the order of content. InDesign Tables are now assigned unique IDs, allowing them to be referenced as Spry data sets in

Dreamweaver. See “ Export content to Dreamweaver (CS5) ” on page 116.

Improved JPEG export

The Export JPEG dialog box includes several new options, including the ability to specify the color space, use

document bleed settings, and simulate overprinting. See “ Export to JPEG format ” on page 115.

Collaboration

Integrated comment and review

CS Review is an online service that provides a simple way to share designs on the web so others can provide feedback.

Use the CS Review panel in InDesign to upload snapshots of the current document to an Acrobat.com workspace,

where others can add comments. See “ Reviewing InDesign documents ” on page 104.

Track text changes

When the Track Text Changes feature is turned on, changes made to the text are tracked on a per user basis. You can view changes in Story Editor (but not in Layout view). Text changes that are supported include deleting text, moving

text, and inserting text. Use the Track Changes panel to accept and reject changes in the document. See “ Tracking and reviewing changes ” on page 193.

Document installed fonts

Any fonts in a Document Fonts folder that’s in the same location as an InDesign document are available when the document is opened. Fonts installed by one document are not available to other documents. The Package command can generate a Document Fonts folder when you want to share your document or move it to a different computer. See

“ Document installed fonts ” on page 249.

Buzzword integration

Buzzword is a web-based text editor that lets users create and store text files on a web server. In InDesign CS5, you can

import and export text from Buzzword documents. See “ Import Buzzword documents

” on page 141 and “ Export content to Buzzword ” on page 127.

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Presentation Mode

InDesign CS5 has a new screen mode called Presentation Mode. In Presentation Mode, the application menu and all panels are hidden. Keystrokes and clicks let you move forward or backward through the document one spread at a

time. See “ Use Presentation Mode ” on page 532.

Color labels for page thumbnails

You can now assign colored labels to the page thumbnails in the Pages panel. See “ Create color labels for page thumbnails ” on page 64.

Usability and productivity

Background tasks

When you save large documents or export them to PDF or IDML files, you can continue working on your document.

You can also queue up multiple PDF exports in the background. Use the Background Tasks panel (Window > Utilities

> Background Tasks) to view the progress of the export processes. See “ Background Tasks panel ” on page 506.

Spring-loaded tools shortcut

You can temporarily switch from the current tool to any other tool by holding down the appropriate letter key. As you hold down the key, your current tool changes the new tool, and when you release it, you return to the previous tool.

For example, press the U key to use the Gap tool, and then release it to return to the Selection tool. See “ Select tools temporarily ” on page 32.

Tool Hints panel

The Tool Hints panel (Window > Utilities > Tool Hints) lists all the hidden modifier key behaviors available for the

currently selected tool. See “ View tool hints ” on page 32.

Community Help

Adobe Community Help offers access to complete Adobe product documentation as well as to community-created learning content and other learning content on Adobe.com. Adobe Community Help includes an AIR-based viewer that displays the latest online Help or defaults to a local version of Help when a web connection is unavailable.

Community Help also includes expert-moderated comments and user ratings on Adobe documentation, knowledge base articles, tutorials, and other content.

Specify starting page number

When you create a document in InDesign CS5, you can make the first page start on a specified page number. If you specify an even number with facing pages turned on, the document begins with a two-page spread. You can also change

the starting page number in the Document Setup dialog box after you’ve created a document. See “ Create new documents ” on page 44.

Edit Original for multiple selected items

You can choose the Edit Original command to open multiple images in their respective editing applications. See “ Edit original artwork ” on page 395.

New options for locking objects

To lock and unlock objects, you can now choose Object > Lock or Object > Unlock All On Spread. Clicking the lock icon also unlocks a locked object.

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The new Prevent Selection Of Locked Objects option in General preferences lets you determine whether you can select locked objects.

Relink file extensions

Relink files based on file extension. For example, you can replace a set of JPEG files with TIFF files. See “ Relink files with different file extensions ” on page 395.

Hide objects

You can now choose Object > Hide to hide objects on the page. Hidden objects are not printed or exported, and they cannot be selected. Choose Object > Show All On Spread to view all hidden objects.

Sticky Preview check boxes

InDesign now remembers whether the Preview checkbox is selected in a dialog box after you exit and restart.

Place cursor when dragging from Adobe Bridge

In previous versions, dragging an image from Adobe Bridge or the desktop inserted the image on to the page, creating a frame the size of the image. In InDesign CS5, this action loads the place cursor, letting you drag a proportionally sized frame for your image.

Open book files in Explorer or Finder

A command appears on the books panel menu that lets you view a document in an Explorer or Finder window.

Miscellaneous enhancements

Round CMYK values to whole numbers The Colors panel round the values for the CMYK sliders to the nearest whole value.

Delete all guides A new Delete All Guides On Spread command appears in the View > Grids & Guides menu.

Zoom from dialog boxes You can now use the keyboard shortcuts to zoom in and out of your document when you have a modal dialog box open. Press Ctrl+- or Ctrl+= (Windows) or Command+- or Command +=.

New default font The default font is changed from Times (Mac) and Times New Roman (Windows) to the crossplatform OpenType version of Minion Pro Regular.

Collapse multiple links to same source In InDesign, links to images placed multiple times in a document are collapsed into a single row in the Links panel. You can now turn off this collapsing behavior with a new option in the Panel

Options dialog box.

Remember Story Editor window location When you close and reopen a Story Editor window, InDesign reopens the window to its previous width, height, and location on the screen.

Fold marks If you select Crop Marks while printing spreads, fold marks are printed as solid lines.

Menu commands changed or moved The following menu commands have new names or new locations.

InDesign CS4 command

File > Export For Digital Editions

File > Export For Dreamweaver

Object > Lock Position

InDesign CS5 new location

File > Export For > EPUB

File > Export for > Dreamweaver

Object > Lock

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InDesign CS4 command

Object > Unlock Position

Object > Interactive > Movie Options / Sound Options

InDesign CS5 new location

Object > Unlock All On Spread

Media panel

Object > Paths > Convert Point > Line End / Corner / Smooth / Smooth

Symmetrical

Object > Convert Point > Plain / Corner / Smooth / Symmetrical

View > Show/Hide Hyperlinks, Show/Hide Text Threads, Show/Hide

Frame Edges, Show/Hide Assigned Frames, and Show/Hide Notes

View > Extras > Show/Hide Hyperlinks, Show/Hide Text Threads,

Show/Hide Frame Edges, Show/Hide Assigned Frames, and

Show/Hide Notes

Window > Assignments

Window > Attributes

Window > Automation > Data Merge / Script Label / Scripts

Window > Color

Window > Gradient

Window > Object Styles

Window > Swatches

Window > Tags

Window > Editorial > Assignments

Window > Output > Attributes

Window > Utilities > Data Merge / Script Label / Scripts

Window > Color > Color

Window > Color > Gradient

Window > Styles > Objects Styles

Window > Color > Swatches

Window > Utilities > Tags

Window > Type & Tables > Notes

Window > Type & Tables > Cell Styles / Character Styles / Paragraph

Styles > Table Styles

Help/InDesign > Configure Plug-ins

Window > Editorial > Notes

Window > Styles > Cell Styles / Character Styles / Paragraph Styles >

Table Styles

Help/InDesign > Manage Extensions

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Chapter 2: Workspace

The Adobe® InDesign® workspace is arranged to help you focus on designing and producing pages efficiently. When you first start InDesign, you see the default workspace, which you can customize to suit your needs.

Click the following links for details and procedures.

Workspace basics

Click the following links for more information.

Workspace overview

You create and manipulate your documents and files using various elements, such as panels, bars, and windows. Any arrangement of these elements is called a workspace . The workspaces of the different applications in Adobe® Creative

Suite® 5 share the same appearance so that you can move between the applications easily. You can also adapt each application to the way you work by selecting from several preset workspaces or by creating one of your own.

Although the default workspace layout varies in different products, you manipulate the elements much the same way in all of them.

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A B C D

Default Illustrator workspace

Tabbed Document windows

Application bar

Workspace switcher

Panel title bar

Control panel

Tools panel

Collapse To

Icons button

Four panel groups in vertical dock

• The Application bar across the top contains a workspace switcher, menus (Windows only), and other application controls. On the Mac for certain products, you can show or hide it using the Window menu.

• The Tools panel contains tools for creating and editing images, artwork, page elements, and so on. Related tools are grouped.

• The Control panel displays options for the currently selected tool. In Illustrator, the Control panel displays options for the currently selected object. (In Adobe Photoshop® this is known as the Options bar. In Adobe Flash®, Adobe

Dreamweaver®, and Adobe Fireworks® this is known as the Property Inspector and includes properties of the currently selected element.)

• The Document window displays the file you’re working on. Document windows can be tabbed and, in certain cases, grouped and docked.

• Panels help you monitor and modify your work. Examples include the Timeline in Flash, the Brush panel in

Illustrator, the Layers panel in Adobe Photoshop®, and the CSS Styles panel in Dreamweaver. Panels can be grouped, stacked, or docked.

• The Application frame groups all the workspace elements in a single, integrated window that lets you treat the application as a single unit. When you move or resize the Application frame or any of its elements, all the elements within it respond to each other so none overlap. Panels don’t disappear when you switch applications or when you accidentally click out of the application. If you work with two or more applications, you can position each application side by side on the screen or on multiple monitors.

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If you are using a Mac and prefer the traditional, free-form user interface, you can turn off the Application frame.

In Adobe Illustrator®, for example, select Window > Application Frame to toggle it on or off. (In Flash, the

Application frame is on permanently for Mac, and Dreamweaver for Mac does not use an Application frame.)

Hide or show all panels

• (Illustrator, Adobe InCopy®, Adobe InDesign®, Photoshop, Fireworks)To hide or show all panels, including the

Tools panel and Control panel, press Tab.

• (Illustrator, InCopy, InDesign, Photoshop) To hide or show all panels except the Tools panel and Control panel, press Shift+Tab.

You can temporarily display hidden panels if Auto-Show Hidden Panels is selected in Interface preferences. It’s always on in Illustrator. Move the pointer to the edge of the application window (Windows ® ) or to the edge of the monitor (Mac OS ® ) and hover over the strip that appears.

• (Flash, Dreamweaver, Fireworks) To hide or show all panels, press F4.

Display panel options

❖ Click the panel menu icon in the upper-right corner of the panel.

You can open a panel menu even when the panel is minimized.

In Photoshop, you can change the font size of the text in panels and tool tips. In the Interface preferences, choose a size from the UI Font Size menu.

(Illustrator) Adjust panel brightness

❖ In User Interface preferences, move the Brightness slider. This control affects all panels, including the Control panel.

Reconfigure the Tools panel

You can display the tools in the Tools panel in a single column, or side by side in two columns. (This feature is not available in the Tools panel in Fireworks and Flash.)

In InDesign and InCopy, you also can switch from single-column to double-column (or single-row) display by setting an option in Interface preferences.

❖ Click the double arrow at the top of the Tools panel.

Manage windows and panels

You can create a custom workspace by moving and manipulating Document windows and panels. You can also save workspaces and switch among them. For Fireworks, renaming custom workspaces can lead to unexpected behavior.

Note: The following examples use Photoshop for demonstration purposes. The workspace behaves the same in all the products.

Rearrange, dock, or float document windows

When you open more than one file, the Document windows are tabbed.

• To rearrange the order of tabbed Document windows, drag a window’s tab to a new location in the group.

• To undock (float or untab) a Document window from a group of windows, drag the window’s tab out of the group.

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Note: In Photoshop you can also choose Window > Arrange > Float in Window to float a single Document window, or Window > Arrange > Float All In Windows to float all of the Document windows at once. See tech note kb405298 for more information.

Note: Dreamweaver does not support docking and undocking Document windows. Use the Document window’s

Minimize button to create floating windows (Windows), or choose Window > Tile Vertically to create side-by-side

Document windows. Search “Tile Vertically” in Dreamweaver Help for more information on this topic. The workflow is slightly different for Macintosh users.

• To dock a Document window to a separate group of Document windows, drag the window into the group.

• To create groups of stacked or tiled documents, drag the window to one of the drop zones along the top, bottom, or sides of another window. You can also select a layout for the group by using the Layout button on the Application bar.

Note: Some products do not support this functionality. However, your product may have Cascade and Tile commands in the Window menu to help you lay out your documents.

• To switch to another document in a tabbed group when dragging a selection, drag the selection over the document’s tab for a moment.

Note:

Some products do not support this functionality.

Dock and undock panels

A dock is a collection of panels or panel groups displayed together, generally in a vertical orientation. You dock and undock panels by moving them into and out of a dock.

• To dock a panel, drag it by its tab into the dock, at the top, bottom, or in between other panels.

• To dock a panel group, drag it by its title bar (the solid empty bar above the tabs) into the dock.

• To remove a panel or panel group, drag it out of the dock by its tab or title bar. You can drag it into another dock or make it free-floating.

Navigator panel being dragged out to new dock, indicated by blue vertical highlight

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Navigator panel now in its own dock

You can prevent panels from filling all the space in a dock. Drag the bottom edge of the dock up so it no longer meets the edge of the workspace.

Move panels

As you move panels, you see blue highlighted drop zones , areas where you can move the panel. For example, you can move a panel up or down in a dock by dragging it to the narrow blue drop zone above or below another panel. If you drag to an area that is not a drop zone, the panel floats freely in the workspace.

Note:

The position of the mouse (rather than the position of the panel), activates the drop zone, so if you can’t see the drop zone, try dragging the mouse to the place where the drop zone should be.

• To move a panel, drag it by its tab.

• To move a panel group, drag the title bar.

Narrow blue drop zone indicates Color panel will be docked on its own above the Layers panel group.

Title bar

Tab

Drop zone

Press Ctrl (Windows) or Command (Mac OS) while moving a panel to prevent it from docking. Press Esc while moving the panel to cancel the operation.

Add and remove panels

If you remove all panels from a dock, the dock disappears. You can create a dock by moving panels to the right edge of the workspace until a drop zone appears.

• To remove a panel, right-click (Windows) or Control-click (Mac) its tab and then select Close, or deselect it from the Window menu.

• To add a panel, select it from the Window menu and dock it wherever you want.

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Manipulate panel groups

• To move a panel into a group, drag the panel’s tab to the highlighted drop zone in the group.

Adding a panel to a panel group

• To rearrange panels in a group, drag a panel’s tab to a new location in the group.

• To remove a panel from a group so that it floats freely, drag the panel by its tab outside the group.

• To move a group, drag the title bar (the area above the tabs).

Stack floating panels

When you drag a panel out of its dock but not into a drop zone, the panel floats freely. The floating panel allows you to position it anywhere in the workspace. You can stack floating panels or panel groups so that they move as a unit when you drag the topmost title bar.

Free-floating stacked panels

• To stack floating panels, drag a panel by its tab to the drop zone at the bottom of another panel.

• To change the stacking order, drag a panel up or down by its tab.

Note:

Be sure to release the tab over the narrow drop zone between panels, rather than the broad drop zone in a title bar.

• To remove a panel or panel group from the stack, so that it floats by itself, drag it out by its tab or title bar.

Resize panels

• To minimize or maximize a panel, panel group, or stack of panels, double-click a tab. You can also double-click the tab area (the empty space next to the tabs).

• To resize a panel, drag any side of the panel. Some panels, such as the Color panel in Photoshop, cannot be resized by dragging.

Collapse and expand panel icons

You can collapse panels to icons to reduce clutter on the workspace. In some cases, panels are collapsed to icons in the default workspace.

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Panels collapsed to icons

Panels expanded from icons

• To collapse or expand all panel icons in a column, click the double arrow at the top of the dock.

• To expand a single panel icon, click it.

• To resize panel icons so that you see only the icons (and not the labels), adjust the width of the dock until the text disappears. To display the icon text again, make the dock wider.

• To collapse an expanded panel back to its icon, click its tab, its icon, or the double arrow in the panel’s title bar.

In some products, if you select Auto-Collapse Icon Panels from the Interface or User Interface Options preferences, an expanded panel icon collapses automatically when you click away from it.

• To add a floating panel or panel group to an icon dock, drag it in by its tab or title bar. (Panels are automatically collapsed to icons when added to an icon dock.)

• To move a panel icon (or panel icon group), drag the icon. You can drag panel icons up and down in the dock, into other docks (where they appear in the panel style of that dock), or outside the dock (where they appear as floating icons).

Save and switch workspaces

By saving the current size and position of panels as a named workspace, you can restore that workspace even if you move or close a panel. The names of saved workspaces appear in the workspace switcher in the Application bar.

Save a custom workspace

1 With the workspace in the configuration you want to save, do one of the following:

• (Illustrator) Choose Window > Save Workspace.

• (Photoshop, InDesign, InCopy) Choose Window > New Workspace.

• (Dreamweaver) Choose Window

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• (Flash) Choose New Workspace from the workspace switcher in the Application bar.

• (Fireworks) Choose Save Current from the workspace switcher in the Application bar.

Type a name for the workspace.

(Photoshop, InDesign) Under Capture, select one or more options:

Panel Locations Saves the current panel locations (InDesign only).

Keyboard shortcuts Saves the current set of keyboard shortcuts (Photoshop only).

Menus or Menu Customization Saves the current set of menus.

Display or switch workspaces

❖ Select a workspace from the workspace switcher in the Application bar.

In Photoshop, you can assign keyboard shortcuts to each workspace to navigate among them quickly.

Delete a custom workspace

• Select Manage Workspaces from the workspace switcher in the Application bar, select the workspace, and then click Delete. (The option is not available in Fireworks.)

• (Photoshop, InDesign, InCopy) Select Delete Workspace from the workspace switcher.

• (Illustrator) Choose Window > Manage Workspaces, select the workspace, and then click the Delete icon.

• (Photoshop, InDesign) Choose Window > Delete Workspace, select the workspace, and then click

Delete.

Restore the default workspace

1 Select the Default or Essentials workspace from the workspace switcher in the application bar. For Fireworks, see the article http://www.adobe.com/devnet/fireworks/articles/workspace_manager_panel.html

Note:

In Dreamweaver, Designer is the default workspace.

2 For Fireworks (Windows), delete these folders:

Windows Vista \\Users\<username>\AppData\Roaming\Adobe\Fireworks CS4\

Windows XP \\Documents and Settings\<username>\Application Data\Adobe\Fireworks CS4

3 (Photoshop, InDesign, InCopy) Select Window > Workspace > Reset [Workspace Name] .

(Photoshop) Restore a saved workspace arrangement

In Photoshop, workspaces automatically appear as you last arranged them, but you can restore the original, saved arrangement of panels.

• To restore an individual workspace, choose Window > Workspace > Reset Workspace Name .

• To restore all the workspaces installed with Photoshop, click Restore Default Workspaces in the Interface preferences.

To rearrange the order of workspaces in the application bar, drag them.

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About view modes

You can change the visibility of the document window using the Mode buttons at the bottom of the toolbox or by select view modes by clicking the current mode button and selecting a different mode from the menu that appears.

Normal Mode Displays artwork in a standard window with all visible grids and guides showing, non-printing objects showing, and a white pasteboard.

Preview Mode Displays artwork as if it were output, with all non-printing elements suppressed (grids, guides, nonprinting objects), and the pasteboard set to the preview background color defined in Preferences.

Bleed Mode Displays artwork as if it were output, with all non-printing elements suppressed (grids, guides, nonprinting objects), the pasteboard set to the preview background color defined in Preferences, and any printing elements within the document's bleed area (defined in Document Setup) showing.

Slug Mode Displays artwork as if it were output, with all non-printing elements suppressed (grids, guides, nonprinting objects), the pasteboard set to the preview background color defined in Preferences, and any printing elements within the document's slug area (defined in Document Setup) showing.

Presentation Mode Displays artwork as if it were a slideshow presentation, with no menus, panels, or tools

displayed. See “ Use Presentation Mode ” on page 532.

Using the status bar

The status bar (at the lower left of a document window) shows information about the status of a file and lets you turn to a different page. Click the status bar menu to do any of the following:

• Show the current file in the file system by choosing Reveal In Explorer (Windows®) or Reveal In Finder (Mac

• Show the current file in Adobe® Bridge® by choosing Reveal in Bridge.

• Show the current file in Adobe Mini Bridge by choosing Reveal in Mini Bridge.

In Mac OS, you can display the zoom percentage in the status bar by hiding the application bar (Window >

Application Bar). In Windows, you cannot hide the application bar.

More Help topics

“ Using Adobe Bridge with InDesign ” on page 103

“ Adobe Version ” on page 103

Control panel overview

current page item or objects you select. By default, the Control panel is docked to the top of the document window; however, you can dock it to the bottom of the window, convert it to a floating panel, or hide it altogether.

Options displayed in the Control panel vary depending on the type of object you select:

• When you select a frame, the Control panel displays options for resizing, repositioning, skewing, and rotating the frame, or applying an object style.

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• When you select text inside a frame, the Control panel displays either character or paragraph options. Click the paragraph and character icons on the left side of the Control panel to determine whether paragraph or character options are displayed. If your monitor size and resolution allows, the Control panel displays additional options. For example, if the character icon is selected, all the character options are displayed, and some paragraph options appear on the right of the Control panel. If you click the paragraph icon, all paragraph options are displayed, and some character options appear on the right.

• When you select a table cell, the Control panel displays options for adjusting row and column dimensions, merging cells, aligning text, and adding strokes.

As the options in the Control panel change, you can get more information about each option by using tool tips — pop-up descriptions that appear when you hover over an icon or option label with the pointer.

Control panel with tool tip displayed

Control panel menu a Control panel icon. For example, when a frame is selected, hold down Alt or Option and click the Rotation Angle icon to open the Rotate dialog box.

For a video tutorial on using the Control panel, see www.adobe.com/go/vid0064 .

More Help topics

“ Keys for the Control panel ” on page 701

Control Panel video

Display the panel menu

❖ Click the icon to the right of the Control panel.

Dock or float the Control panel

❖ Do one of the following:

• Drag the vertical bar on the left side of the Control panel until the toolbar is docked to the top or bottom of the

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• Choose Dock At Top, Dock At Bottom, or Float from the Control panel menu.

Customize the Control panel

1 Choose Customize from the Control panel menu locatedd on the right side of the Control panel.

2 Specify options that you want to display or hide, and then click OK.

About the Navigator panel

If you’re familiar with previous versions of InDesign, you may wonder why you can’t find the Navigator panel. The

Navigator panel does not appear in InDesign CS5. The Power Zoom feature effectively replaces the Navigator panel.

See “ Use power zoom ” on page 36.

Use context menus

Unlike the menus that appear at the top of your screen, context-sensitive menus display commands related to the active tool or selection. You can use context menus as a quick way to choose commonly used commands.

1 Position the pointer over the document, object, or panel.

2 Click the right mouse button.

Note: (Mac OS) If you don’t have a two-button mouse, you can display a context menu by pressing the Control key as you click with the mouse.

Change Interface preferences

1 Choose Edit > Preferences > Interface (Windows) or InDesign OS).

2 Choose the settings you want to specify, and click OK.

Tool Tips Tool tips appear when you hold the mouse pointer over interface items such as tools in the toolbar and options in the Control panel. Choose None to turn off tool tips.

Show Thumbnails On Place When you place a graphic, a thumbnail of the image appears in the loaded graphics cursor.

Similarly, a thumbnail of the first few lines of text appears in the loaded text cursor. Deselect this option if you don’t want thumbnails to appear when placing graphics or text.

Show Transformation Values When you’re creating, sizing, or rotating an object, the cursor displays the [x,y] coordinates, width and height, or rotation information.

Enable Multi-Touch Gestures Select this option to allow Windows and Mac OS multi-touch mouse gestures to work in InDesign. For example, when you use the Magic Mouse in Mac OS, the swipe gesture scrolls up or down or moves to the previous or next page or spread, and the rotate gesture rotates the spread.

Highlight Object Under Selection Tool Select this option to highlight the frame edges of objects when the direct selection tool is moved over it.

Floating Tools Panel Specify whether the toolbar appears as a single column, double column, or single row.

Auto-Collapse Icon Panels When this option is selected, clicking the document window closes the open panel automatically.

Auto-Show Hidden Panels When you hide panels by pressing Tab, holding the mouse pointer over the side of the document window temporarily reveals the panels if this option is selected. If this option is not selected, you must press

Tab again to display panels.

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Open Documents As Tabs When this option is deselected, documents you create or open appear as floating windows rather than tabbed windows.

Enable Floating Document Window Docking If this option is selected, you can dock floating documents with each other as tabbed windows. If this option is deselected, floating document windows aren’t docked with other document windows, unless you hold down Ctrl (Windows) or Command (Mac OS) while dragging.

Hand Tool To control whether to greek text and images when you scroll a document, drag the Hand Tool slider to the desired level of performance versus quality.

Live Screen Drawing Select an option to determine whether the image redraws as you drag an object. If Immediate is selected, the image redraws while you drag. If Never is selected, dragging an image moves only the frame, and then image is moved when you release the mouse button. If Delayed is selected, the image redraws only if you pause before dragging. Delayed offers the same behavior as in InDesign CS4.

Customize menus and keyboard shortcuts

Customize menus

Hiding and colorizing menu commands is a way to remove menu clutter and emphasize commands you frequently use. Note that hiding menu commands simply removes the menu command from view; it doesn’t disable any features.

At any time, you can view hidden commands by selecting the Show All Menu Items command at the bottom of a menu, can include customized menus in workspaces you save.

You can customize the main menu, context menus, and panel menus. Context menus appear when you right-click panel.

Note:

If you select a different workspace, such as Getting Started, some menu commands are hidden. To display menu commands, choose Show All Menu Items at the bottom of the menu, or choose a different workspace, such as Advanced.

More Help topics

“ Save a custom workspace ” on page 22

Create a custom menu set

1 Choose Edit > Menus.

You cannot edit the default menu set.

Click Save As, type the name of the menu set, and click OK.

From the Category menu, choose Application Menus or Context & Panel Menus to determine which menus are customized.

4 Click the arrows to the left of the menu categories to display subcategories or menu commands. For each command you want to customize, click the eye icon under Visibility to show or hide the command; click None under Color to select a color from the menu.

5 Click Save, and then click OK.

Select a custom menu set

1 Choose Edit > Menus.

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2 Choose the menu set from the Set menu, and then click OK.

Edit or delete a custom menu set

1 Choose Edit > Menus.

2 Choose the menu set from the Set menu, and then do one of the following:

• To edit a menu set, change the visibility or color of menu commands, click Save, and then click OK.

• To delete a menu set, click Delete and then click Yes. If you’ve modified the menu set without saving it, you’re prompted to save the current menu set. Click Yes to save the menu set, or click No to discard changes.

Show hidden menu items

• Choose Window > Workspace > Show Full Menus. This command turns on all menus for the selected workspace.

You can hide the menus again by resetting the workspace.

• Choose Show All Menu Items at the bottom of the menu that includes hidden commands.

Holding down Ctrl (Windows) or Command (Mac OS) and clicking a menu name temporarily displays any menu commands you’ve hidden by customizing menus.

Missing menu commands

If you can’t find a menu command, it may be hidden. If you select a workspace other than Advanced, some menu commands are hidden. It’s also possible that you or someone else used the Menus command to hide menu items.

If you can’t find a command you’re looking for, try any of these techniques:

• Choose Show All Menu Items at the bottom of the menu.

• Choose Window

• Choose Edit > Menus, locate the menu command, and make sure it isn’t hidden.

If menu commands are still missing, try restoring preferences.

More Help topics

“ Restore all preferences and default settings ” on page 41

Use keyboard shortcut sets

Tool tips provide an instantaneous reference for shortcuts. InDesign also provides a shortcut editor in which you can view and generate a list of all shortcuts, and edit or create your own shortcuts. The shortcut editor includes all the commands that accept shortcuts, but some of these commands are undefined in the Default shortcut set.

You can also associate keyboard shortcuts with paragraph or character styles (see “ Add paragraph and character styles ” on page 199) or scripts.

For a video tutorial on using keyboard shortcuts, see www.adobe.com/go/vid0066 .

Mike Witherell provides a reference guide of keyboard shortcuts on Free keyboard shortcuts (English only).

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More Help topics

“ Default keyboard shortcuts ” on page 692

“ Scripting ” on page 649

Change the active shortcut set

1 If you want the shortcut set to be active for all documents, make sure that no documents are open.

Choose Edit > Keyboard Shortcuts.

Select a shortcut set in the Set menu. For example, select Shortcuts for QuarkXPress® 4.0.

4 Click OK.

View shortcuts

1 Choose Edit > Keyboard Shortcuts.

2 For Set, select a shortcut set.

For Product Area, select the area containing the commands you want to view.

From Commands, select a command. The shortcut is displayed in the Current Shortcut section.

Generate a list of shortcuts for printing

1 Choose Edit > Keyboard Shortcuts.

2 For Set, select a shortcut set.

3 Click Show Set.

A text file opens with all current and undefined shortcuts for that set.

Create a new shortcut set

1 Choose Edit > Keyboard Shortcuts.

Click New Set.

Type a name for the new set, select a shortcut set in the Based On Set menu, and click OK.

Create or redefine a shortcut

1 Choose Edit > Keyboard Shortcuts.

Note: You cannot edit the Default or the QuarkXPress shortcut sets. Instead, create a new set based on one of these sets, and then edit the new set.

3 For Product Area, select the area containing the command you want to define or redefine.

4 In the Commands list, select the command that you want to define or redefine.

5 In the New Shortcut box, press the keys for your new keyboard shortcut. If the key sequence is currently being used for another command, InDesign displays that command under Current Shortcuts. You can choose to change the original shortcut also, or try another shortcut.

Note: Do not assign single-key shortcuts to menu commands, because they interfere with the typing of text. If an insertion point is active when you type a single-key shortcut, InDesign actives the keyboard shortcut instead of inserting the character in the text.

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6 In the Context list, select the context in which you want the keyboard shortcut to function. The context ensures that the shortcut performs the way you intended. For example, you can assign Ctrl+G to merge table cells (Table context) and Ctrl+G to insert special characters (Text context).

Note: Assign shortcuts in the Default context when you want them to function regardless of the current state of the document. Shortcuts you assign in other contexts, such as Table or Text, override shortcuts assigned in the Default context.

7 Do one of the following:

• Click Assign to create a new shortcut where none currently exists.

• Click Assign to add another shortcut to a command. Menu commands can have multiple keyboard shortcuts.

Copying keyboard shortcut sets

Keyboard shortcut sets (*.indk) are saved in two locations. The application preset shortcuts appear in the Presets folder in the main application folder. The shortcut sets you create appear in the Shortcut Sets folder in the following locations:

Windows XP Documents and Settings\[username]\Application Data\Adobe\InDesign\[version]\[language]InDesign

Shortcut Sets

Windows Vista and Windows 7

Users\[username]\AppData\Roaming\Adobe\InDesign\[Version]\[Language]\InDesign Shortcut Sets

Mac OS Users/[username]/Library/Preferences/Adobe InDesign/[version]/[language]/InDesign Shortcut Sets

If you created a keyboard shortcut set on one computer and want to use it on a different computer, copy the *.indk file to the same location on the other computer.

You can move a keyboard set from the custom location to the application folder. Doing so makes the custom shortcuts available to all the users sharing a computer. However, make sure that you do not have two sets with the same name, one in each place. Make sure that the application keyboard sets and the custom sets have different names.

Toolbox

Toolbox overview

Some tools in the toolbox are for selecting, editing, and creating page elements. Other tools are for choosing type, shapes, lines, and gradients. You can change the overall layout of the toolbox to fit your preferred window and panel layout. By default, the toolbox appears as a single vertical column of tools. You can also set it up as a double vertical column or as one horizontal row. However, you can’t rearrange the positions of individual tools in the toolbox. You can drag the top of the toolbox to move it.

Select a tool from the default toolbox by clicking it. The toolbox also contains several hidden tools related to the visible tools. Hidden tools are indicated by arrows to the right of the tool icons. Select a hidden tool by clicking and holding the current tool in the toolbox and then selecting the tool that you want.

The name of the tool and its keyboard shortcut appear when you hold the pointer over the tool—this text is called the tool tip . You can turn off tool tips by choosing None from the Tool Tips menu in Interface preferences.

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Open the Tool Hints panel (choose Window > Utilities > Tool Hints) to see which shortcut and modifier keys work with the selected tool.

Toolbox overview

A Selection tools

Selection (V, Escape) *

Direct Selection (A)

Page (Shift + P)

Gap (U)

B Drawing and

Type tools

Type (T)

Type On a Path (Shift+T)

Line (\)

Pen (P)

Add Anchor Point (=)

Delete Anchor Point (-)

Convert Direction

Point (Shift+C)

Pencil (N)

Smooth

Erase

Rectangle Frame (F)

Ellipse Frame

Polygon Frame

Rectangle (M)

Ellipse (L)

Polygon

C Transformation tools

Scissors (C)

Free Transform (E)

Rotate (R)

Scale (S)

Shear (O)

Gradient Swatch (G)

Gradient Feather

(Shift+G)

D Modification and

Navigation tools

Note

Eyedropper (I)

Measure (K)

Hand (H)

Zoom (Z)

Indicates default tool * Keyboard shortcuts appear in parenthesis

Display the toolbox

❖

Display tool options

❖ Double-click a tool in the toolbox.

This procedure works only for some tools, such as the Eyedropper, Pencil, and Polygon tools.

Display and select hidden tools

1 In the toolbox, position the pointer over a tool that has hidden tools and hold down the mouse button.

2 When the hidden tools appear, select a tool.

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Hidden tools menu

Select tools temporarily

1 When one tool is selected, hold down the keyboard shortcut of a different tool.

2 With the keyboard shortcut still held down, perform an action.

3 Release the keyboard shortcut to return to the previous tool.

For example, if the Gap tool is selected, hold down the V key to temporarily use the Selection tool. When you release the V key, the Gap tool is selected.

View tool hints

The Tool Hints panel describes how modifier keys work with the selected tool.

Choose Window > Utilities > Tool Hints to display the Tool Hints panel.

Select a tool in the toolbox to view a description of that tool and its modifier keys and shortcuts.

Change the toolbox layout

1 Choose Edit > Preferences > Interface (Windows) or InDesign OS).

You can also click the double arrow icon at the top of the toolbox to change the toolbox layout.

Tools overview

Type tools

Create and format type in standard or customized blocks or paths. (See “ Create text frames ” on page 128.)

Drawing tools Draw and style simple and complex objects, including rectangles, ellipses, polygons, freeform shapes.

(See “ Drawing ” on page 340.)

Selection tools

Select (activate) objects, points, or lines. (See “ Selecting objects ” on page 402.)

Transform tools

Reshape, reorient, and resize objects. (See “ Transforming objects ” on page 408.)

Navigation tools

Move around in, control the view of, and measure distances in a document. (See “ Zoom in and out ”

on page 35 and “ Rulers and measurement units ” on page 49.)

The Scissors tool

Splits paths and frames. (See “ Split a path ” on page 356.)

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Gallery of selection tools

Selection tool lets you select entire objects.

Direct Selection tool lets you select points on a path or contents within a frame.

Page tool lets you create multiple page sizes within a document.

Gap tool lets you adjust the space between objects.

More Help topics

“ Selecting objects ” on page 402

Gallery of drawing and type tools

Pen tool lets you draw straight and curved paths.

Add Anchor Point tool lets you add anchor points to a path.

Delete Anchor Point tool lets you remove anchor points from a path.

Convert Direction Point tool lets you convert corner points and smooth points.

Type tool lets you create text frames and select text.

Type on a Path tool lets you create and edit type on paths.

Pencil tool lets you draw a freeform path.

Smooth tool lets you remove excess angles from a path.

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Erase tool lets you delete points on a path.

Line tool lets you draw a line segment.

Rectangle Frame tool lets you create a square or rectangle placeholder.

Ellipse Frame tool lets you create a circle or oval placeholder.

Polygon Frame tool lets you create a multi-sided shape placeholder.

Rectangle tool lets you create a square or rectangle.

More Help topics

“ Understanding paths and shapes ” on page 340

Ellipse tool lets you create a circle or oval.

Polygon tool lets you create multi-sided shape.

Gallery of transformation tools

Free Transform tool lets you rotate, scale, or shear an object.

Rotate tool lets you rotate objects around a fixed point.

Scale tool lets you resize objects around a fixed point.

Shear tool lets you skew objects around a fixed point.

More Help topics

“ Transforming objects ” on page 408

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Gallery of modification and navigation tools

Eyedropper tool lets you sample color or type attributes from objects and apply them to other objects.

Measure tool measures the distance between two points.

Gradient Swatch tool lets you adjust the beginning and ending points and angle of gradients within objects.

Gradient Feather tool lets you fade an object into the background.

Scissors tool cuts paths at specified points.

Hand tool moves the page view within the document window.

Zoom tool increases and decreases the view magnification in the document window.

Note tool lets you add comments.

Viewing the workspace

Zoom in and out

Use the Zoom tool or the Zoom commands to magnify the size of documents.

More Help topics

“ Keys for tools ” on page 692

Zoom in or out

• To zoom in, select the Zoom tool and click the area you want to magnify. Each click magnifies the view to the next preset percentage, centering the display around the point you click. At maximum magnification, the center of want to reduce. Each click reduces the view.

• To magnify to the next preset percentage, activate the window you want to view and choose View

• To set a specific magnification level, type or choose a level in the Zoom Level box in the application bar.

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In Mac OS, you can display the zoom percentage in the status bar by hiding the application bar (Window >

Application Bar). In Windows, you cannot hide the application bar.

• To zoom in or out, press Alt (Windows) or Option (Mac

• To magnify by dragging, select the Zoom tool and drag around the area you want to magnify.

Use power zoom

Power zoom offers a quick way to scroll through your document pages. Using the grabber hand, you can use zoom in or out and scroll through your entire document. This feature is especially useful for long documents.

1 Click the Hand tool .

To activate the grabber hand, you can also hold down the spacebar or hold down Alt/Option while in text mode.

2 With the grabber hand active, click and hold down the mouse button.

The document zooms out so that you can see more of the spread. A red box indicates the view area.

3 With the mouse button still held down, drag the red box to scroll through the document pages. Press arrow keys or use the mouse scroll wheel to change the size of the red box.

4 Release the mouse button to zoom in on the new area of the document.

The document window returns to its original zoom percentage or to the size of the red box.

Zoom to Actual Size

• Double-click the Zoom tool.

• Choose View

• Type or choose a magnification level of 100 in the Zoom Level box in the application bar.

Adjust the view

Focus on the desired area of your document by fitting pages and spreads within the active window and by scrolling the view.

More Help topics

“ Keys for viewing documents and document workspaces ” on page 698

Fit the page, spread, or pasteboard within the active window

• Choose View

Scroll the view

You can easily adjust the degree to which pages or objects are centered in the document window. These techniques are also useful for navigating between pages.

❖ Do any of the following:

• Select the Hand tool from the Tools panel, and then click and drag in the document window. Holding down Alt

• Click the horizontal or vertical scroll bars or drag the scroll box.

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• Press Page Up or Page Down.

• Use the mouse scroll wheel or sensor to scroll up and down. To pan left or right, press Ctrl (Windows) or Command

Turn pages

InDesign makes it easy to jump from page to page in a document. For example, just as most web browsers provide

Back and Forward buttons to navigate through pages you’ve visited, InDesign keeps track of the order in which you’ve viewed pages in a document.

❖ Do any of the following:

• To move through pages in the order in which you viewed them during the current session, choose Layout > Go

Back or Go Forward.

• To go to the next or previous page, click the Next Page button or Previous Page button at the bottom of the document window, or choose Layout > Next Page or Previous Page.

• To go to the first or last page, click the First Spread button or Last Spread button at the lower left of the document window, or choose Layout > First Page or Last Page.

• To go to a specific page, choose Layout > Go To Page, specify the page number, and click OK. Or, click the downward-facing arrow at the right of the page box, and then choose a page.

Choose page from page box to go to specific page

• To go to a master page, click in the page box at the lower left of the document window. Type the first few letters master page icon.

Work with additional windows

You can open additional windows for the same document or for other InDesign documents. With additional windows, you can compare different spreads simultaneously, especially spreads that aren’t adjacent. You can also display different magnifications of the same page, so that you can work closely on details while watching how the changes affect the overall layout. In addition, you can display a master page in one window, and pages based on it in other windows, to see how editing the master page affects various parts of the document.

When you reopen the document, only the last-used window appears.

• To create a new window for the same document, choose Window

• To cascade or tile windows, choose Window

• To activate a window, click the window tab or title bar. Or, choose the name of the view in the Window menu.

Multiple windows for a document are numbered in the order they were created.

• To close all windows for the active document, press Shift+Ctrl+W (Windows) or Shift+Command+W (Mac

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• To close all windows for all open documents, press Shift+Ctrl+Alt+W (Windows) or Shift+Command+Option+W

Use anti-aliasing for smoothing edges

Anti-aliasing smooths the jagged edges of type and bitmap images by softening the color transition between edge pixels and background pixels. Since only the edge pixels change, no detail is lost.

1 Choose Edit > Preferences > Display Performance (Windows) or InDesign > Display Performance

2 From the Adjust View Settings menu, choose the view setting for which you want to turn on anti-aliasing.

You can enable or disable anti-aliasing for each of the view settings. For example, you can enable anti-aliasing for High

Quality view and disable it for Fast view.

3 Select Enable Anti-aliasing.

Greek type

When display capabilities are insufficient to show text at a small size, InDesign displays the text as a dimmed bar. This behavior is called greeking type. Any type at or below the specified type size is replaced on-screen with non-letterforms that act as placeholders.

1 Choose Edit > Preferences > Display Performance (Windows) or InDesign > Display Performance

2 From the Adjust View Settings menu, choose the view setting for which you want to change the Greek Type setting.

You can specify different Greek Type values for each of the view settings.

3 For Greek Type Below, type a value, and then click OK.

To control whether to greek text and images when you scroll a document, open the Interface section of the Preferences

Calculate values in panels and dialog boxes

You can perform simple math in any numerical edit box. For example, if you want to move a selected object 3 units to the right using the current measurement units, you don’t have to work out the new horizontal position—simply type

+3 after the current value in the Transform panel.

Panels use the measurement system selected in the Preferences dialog box; however, you can specify values in another measurement instead.

1 In a text box that accepts numerical values, do one of the following:

• To replace the entire current value with a mathematical expression, select the entire current value.

• To use the current value as part of a mathematical expression, click before or after the current value.

(plus), (minus), 2

* (multiplication), / (division), or % (percent).

For example, 0p0+3 or 5mm

3 Press Enter or Return to apply the calculation.

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In the Control panel and the Transform panel, you can duplicate the selected object and apply the calculation to the duplicate (instead of the original). Enter the calculation and press Alt+Enter (Windows) or Option+Return

(Mac OS).

More Help topics

“ Enter values in panels and dialog boxes ” on page 39

Enter values in panels and dialog boxes

Panels and dialog boxes use the measurement units and increments defined in the Edit > Preferences > Units &

> Preferences OS) dialog box. However, you can specify values using any of the supported measurement units at any time by temporarily overriding the current preference settings.

❖ Do any of the following:

• Type a value in the box, and then press Enter or Return.

• Drag the slider.

• Drag the dial.

• Click the arrow buttons in the panel to change the value.

• Click in the box and then use the up or down arrow keys on the keyboard to change the value.

• Select a value from the menu associated with the box.

Note: When you make a change using the arrow buttons, arrow keys, or pop-up menus, InDesign applies the change immediately.

More Help topics

“ Rulers and measurement units ” on page 49

“ Calculate values in panels and dialog boxes ” on page 38

Working with ConnectNow

Adobe® ConnectNow provides you with a secure, personal online meeting room where you can meet and collaborate with others via the web in real time. With ConnectNow, you can share and annotate your computer screen, send chat messages, and communicate using integrated audio. You can also broadcast live video, share files, capture meeting notes, and control an attendee's computer.

You can access ConnectNow directly from the application interface.

Choose File > Share My Screen.

In the Sign In to Adobe CS Live dialog box, enter your email address and password, and click Sign In. If you don’t have an Adobe ID, click the Create Adobe ID button.

3 To share your screen, click the Share My Computer Screen button at the center of the ConnectNow application window.

For complete instructions on using ConnectNow, see Adobe ConnectNow Help .

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For a video tutorial about using ConnectNow, see Using ConnectNow to share your screen (7:12) . (This demonstration is in Dreamweaver.)

Setting preferences

About preferences and defaults

Preferences include settings such as panel positions, measurement options, and display options for graphics and typography. Preference settings specify how InDesign documents and objects behave initially.

Set general preferences

This section covers preference settings in the General tab of the Preferences dialog box. For information on other preferences, search for the appropriate setting.

1 Choose Edit > Preferences > General (Windows) or InDesign OS), and then choose the type of preferences you want to specify.

In the Page Numbering section, choose a page numbering method from the View menu. (See “ Display absolute or section numbering in the Pages panel ” on page 92.)

3 In the Font Downloading and Embedding section, specify a threshold to trigger font subsetting based on the number of glyphs a font contains. This setting affects font downloading options in the Print and Export dialog boxes.

4 In the When Scaling section, you can determine how scaled objects are reflected in panels and how the content of scaled frames behaves.

•

Select Apply To Content if you want the point size to change when a text frame is scaled. (See “ Scale type ” on page 258.) If this option is selected when a graphics frame is scaled, the percentage size of the image changes, but

the frame reverts its percentage to 100%. (See “ Scale objects ” on page 419.)

• Select Adjust Scaling Percentage to display the original point size with the new point size in parentheses when you scale text. If this option is selected when you scale graphics frames, the percentage size of both the frame and image changes.

5 Click Reset All Warning Dialogs to display all warnings, even the ones you’ve already checked not to display. (As warnings appear, you can select a check box to prevent the warning from appearing again.)

Set defaults

If you change settings when no documents are open, your changes set the defaults for new documents. If a document is open when you change settings, the changes affect only that document.

Similarly, if you change settings when no objects are selected, your changes set the defaults for new objects.

Change default settings for new documents

1 Close all documents.

2 Change any menu items or panel or dialog box settings.

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If you use the same page size and language for most of your documents, you can change these defaults with no document open. For example, to change the default page size, close all documents, choose File > Document Setup, and select a desired page size. To set a default dictionary, close all documents, choose Edit > Preferences > Dictionary

Specify default settings for new objects in a document

1 With document open, choose Edit > Deselect All.

2 Change any menu items or panel or dialog box settings.

Restore all preferences and default settings

When InDesign is behaving erratically, deleting preferences (also referred to as “trashing preferences” or “removing preferences”) often solves the problem.

It’s a good idea to make a backup copy of the preference files called InDesign Defaults and InDesign SavedData.

Instead of removing your preferences, you can copy these backup files over the problematic corrupt preference files and not lose any customizations.

Mike Witherell provides a detailed list of which files are affected when you restore preferences in Adobe InDesign

Presets (PDF, English only).

❖ Do one of the following:

• (Windows) Start InDesign, and then press Shift+Ctrl+Alt. Click Yes when asked if you want to delete preference files.

• (Mac delete preference files.

Various program preferences and default settings are stored in the Adobe InDesign preferences files. These files, including the InDesign Defaults file, are saved each time you exit from InDesign. For manual deletion or renaming, the locations of the preference files are as follows:

• Mac OS

InDesign SavedData Users/[user]/Library/Caches/Adobe InDesign/Version [version]/InDesign SavedData

InDesign Defaults Users/[user]/Library/Preferences/Adobe InDesign/Version [version]/InDesign Defaults

• Windows XP

InDesign SavedData \Documents and Settings\[username]\Local Settings\Application

Data\Adobe\InDesign\Version [version]\Caches

InDesign Defaults \Documents and Settings\[username]\Application Data\Adobe\InDesign\Version [version]

• Windows Vista or Windows 7

InDesign SavedData Users\[username]\AppData\Roaming\Adobe\InDesign\Version [version]\Caches\InDesign

SavedData

InDesign Defaults C:\Users\[username]\AppData\Roaming\Adobe\InDesign\Version [version]\InDesign

Defaults

About InDesign styles and presets

•

Creating paragraph and character styles. (See “ Add paragraph and character styles ” on page 199.)

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•

Creating object styles. (See “ Object styles ” on page 213.)

•

Creating table and cell styles. (See “ Table and cell styles ” on page 307.)

•

Creating PDF export presets. (See “ Customize Adobe PDF presets ” on page 505.)

•

Creating print presets. All the attributes in the Print dialog box are included in the style. (See “ Print a document or book ” on page 598.)

•

Creating trap presets. (See “ Trapping color ” on page 489.)

•

Creating transparency flattener presets. (See “ Flattening transparent artwork ” on page 454.)

•

Creating table of contents styles. (See “ Create TOC styles for multiple lists ” on page 321.)

• Saving the workspace configuration.

•

Creating document presets. (See “ Define document presets ” on page 46.)

•

Creating stroke styles. (See “ Define custom stroke styles ” on page 360.)

In general, change the feature settings in the dialog box, and then save the settings. Styles and presets are stored in the document in which they are created. You can use the settings from another document by importing or loading the styles and presets from that document. In addition, most presets can be exported or saved to a separate file and distributed to other computers.

Mike Witherell provides a detailed list of presets in Adobe InDesign Presets (PDF, English only).

You can also share styles and presets across all documents in a book file. For more information, see “ Synchronize book documents ” on page 315.

Recovery and undo

Recover documents

InDesign guards your data against unexpected power or system failures using an automatic recovery feature.

Automatically recovered data exists in a temporary file that is separate from the original document file on disk. Under normal circumstances you don’t need to think about automatically recovered data, because any document updates stored in the automatic recovery file are automatically added to the original document file when you choose the Save or Save As command or exit from InDesign normally. Automatically recovered data is important only if you’re unable to save successfully before an unexpected power or system failure.

Even though these features exist, you should save your files often and create backup files in case of unexpected power or system failures.

Find recovered documents

1 Restart your computer.

2 Start InDesign.

If automatically recovered data exists, InDesign automatically displays the recovered document. The word

[Recovered] appears after the filename in the title bar of the document window to indicate that the document contains unsaved changes that were automatically recovered.

Note: If InDesign fails after attempting to open a document using automatically recovered changes, the automatically recovered data may be corrupted.

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3 Do one of the following:

• To save the recovered data, choose File

As command keeps the recovered version that includes the automatically recovered data; the word [Recovered] disappears from the title bar.

• To discard automatically recovered changes and use the most recent version of the document that was explicitly

Revert.

Change the location of recovered documents

1 Choose Edit > Preferences > File Handling (Windows) or InDesign OS).

Undo mistakes

If necessary, you can cancel a lengthy operation before it’s completed, undo recent changes, or revert to a previously saved version. You can undo or redo up to several hundred of the most recent actions (the amount is limited by the amount of RAM available and the kinds of actions you performed). The series of actions is discarded when you choose the Save As command, close a document, or when you exit from the program.

❖ Do one of the following:

• To undo the most recent change, choose Edit > Undo [action] . (You cannot undo certain actions, such as scrolling.)

• To redo an action, choose Edit > Redo [action] .

• To undo all changes made since the last time you saved the project, choose File

Content (InCopy).

• To close a dialog box without applying changes, click Cancel.

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Chapter 3: Layout

For detailed information and instructions, click the links below.

Creating documents

For detailed information and instructions, click the links below.

Create new documents

Page design begins with the basics: starting a new document, setting up pages, and positioning margins and columns or changing grid settings.

More Help topics

“ Use document templates ” on page 104

“ Add documents to a book file ” on page 313

Create a new document

The New Document dialog box combines the Document Setup and the Margins And Columns dialog boxes, so that you can set up the page size, margins, and page columns all in one place. You can change these settings at any time.

Specify document setup options. (See “ New Document options ” on page 44.)

To specify the dimensions of the bleed and slug areas, click More Options. The bleed and slug areas extend out from the edges of the defined Page Size. To make the bleed or slug areas extend evenly on all sides, click the Make All

Settings The Same icon .

To set default layout settings for all new documents, choose File > Document Setup or Layout > Margins And

Columns, and set options when no documents are open.

New Document options

Document Preset Choose a preset that you have saver earlier.

Intent If you are creating a document to be output to PDF or SWF for the web, choosing the Web option changes several options in the dialog box, such as turning off Facing Pages, changing the orientation from portrait to landscape, and using a page size based on monitor resolution. You can edit any of these settings, but you cannot change the Intent setting after the document is created.

Number of pages Specify the number of pages to create in the new document.

Start Page # Specify which number the document starts on. If you specify an even number (such as 2) with Facing

Pages selected, the first spread in the document begins with a two-page spread. See “ Start a document with a two-page spread ” on page 67.

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Facing Pages Select this option to make left and right pages face each other in a double-page spread , such as for books and magazines. Deselect this option to let each page stand alone, such as when you’re printing flyers or posters or when you want objects to bleed in the binding.

After you’ve created a document, you can use the Pages panel to create spreads with more than two pages or force the

first two pages to open as a spread. (See “ Control spread pagination ” on page 66.)

Master Text Frame Select this option to create a text frame the size of the area within the margin guides, matching the

column settings you specified. The master text frame is added to the A-Master. (See “ Using text frames on master pages ” on page 130.)

Page Size Choose a page size from the menu, or type values for Width and Height. Page size represents the final size you want after bleeds or other marks outside the page are trimmed.

Orientation Click Portrait (tall) or Landscape (wide). These icons interact dynamically with the dimensions you enter in Page Size. When Height is the larger value, the portrait icon is selected. When Width is the larger value, the landscape icon is selected. Clicking the deselected icon switches the Height and Width values.

To specify the dimensions of the bleed and slug areas, click More Options in the New Document dialog box. To make the bleed or slug areas extend evenly on all sides, click the Make All Settings The Same icon .

Bleed The Bleed area allows you to print objects that are arranged at the outer edge of the defined page size. For a page of the required dimensions, if an object is positioned at its edge, some white may appear at the edge of the printed area due to slight misalignment during printing or trimming. For this reason, you should position an object that is at the edge of the page of the required dimensions a little beyond the edge, and trim after printing. Bleed area is shown by a red line on the document. You can set bleed area settings from Bleed in the Print dialog box.

Slug The slug area is discarded when the document is trimmed to its final page size. The slug area holds printing information, customized color bar information, or displays other instructions and descriptions for other information in the document. Objects (including text frames) positioned in the slug area are printed but will disappear when the document is trimmed to its final page size.

Objects outside the bleed or slug area (whichever extends farther) do not print.

Note:

You can also click Save Preset to save document settings for future use.

Document window overview

Each page or spread in your document has its own pasteboard and guides, which are visible in Normal View mode.

background when the document is viewed using one of the Preview modes. (See “ Preview documents ” on page 604.)

You can change the color of this preview background and guides in Guides & Pasteboard preferences.

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Document and guides in Normal View Mode

Spread (black lines)

Page (black lines)

Margin guides (magenta lines)

Column guides (violet lines)

Bleed area (red lines)

Slug area (blue lines)

Document window notes:

•

Lines of other colors are ruler guides which, when present, appear in the layer color when selected. See “ Layers ” on page 78.

• Column guides appear in front of margin guides. When a column guide is exactly in front of a margin guide, it hides the margin guide.

Create custom page sizes

You can create custom page sizes that appear in the Page Size menu in the New Document dialog box.

Choose File > New > Document.

Choose Custom Page Size from the Page Size menu.

Type a name for the page size, specify page size settings, and then click Add.

The New Doc Sizes.txt file that lets you create custom page sizes in previous version of InDesign is not available in

InDesign CS5.

More Help topics

“ Change document setup, margins, and columns ” on page 48

Define document presets

You can save document settings for page size, columns, margins, and bleed and slug areas in a preset to save time and ensure consistency when creating similar documents.

> Document Presets > Define.

Click New in the dialog box that appears.

Specify a name for the preset and select basic layout options in the New Document Preset dialog box. (See “ New

Document options ” on page 44 for a description of each option.)

You can save a document preset to a separate file and distribute it to other users. To save and load document preset files, use the Save and Load buttons in the Document Presets dialog box.

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Create a document using a preset

1 Do one of the following:.

• Choose File [name of preset] . (Hold down Shift while choosing the preset to create a new document based on the preset without opening the New Document dialog box.)

• Choose File

Document dialog box.

The New Document dialog box displays the preset layout options.

To skip the New Document dialog box, press the Shift key as you select a preset from the Document Preset menu.

Customize the pasteboard and guides

You can control the colors used to display guides for page margins and columns, as well as the guides for the bleed and slug areas on the pasteboard. To make it easier to distinguish between the Normal and Preview modes, you can change the color of the preview background.

InDesign also lets you control how close an object needs to be to snap to a guide, whether guides should be displayed in front of or behind objects, as well as the size of the pasteboard.

1 Choose Edit > Preferences > Guides & Pasteboard (Windows) or InDesign > Guides & Pasteboard

2 Under Color, choose the desired colors from each of the following menus, or choose Custom to specify a custom color using the color picker.

Margins Sets the color of the page margins.

Columns Sets the color of the column guides for the page.

Bleed Sets the color of the bleed area (which is set in the Document Setup dialog box).

Slug Sets the color of the slug area (which is set in the Document Setup dialog box).

Preview Background Sets the color of the pasteboard when in the Preview mode.

To set how close an object must be to snap to a guide or grid, specify a value in pixels for Snap To Zone.

To display guides behind objects, select Guides In Back.

To specify how far the pasteboard extends out from the page or spread (or the bleed or slug area, if specified), enter values for Horizontal Margins and Vertical Margins.

You can change the on-screen color of your paper. With no text or objects selected, double-click the Paper color in the is intended only to simulate designing for nonwhite paper.

More Help topics

“ Ruler guides ” on page 56

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Change document setup, margins, and columns

After you create a document, you may change your mind about how you want it set up. For example, you may want single pages instead of facing pages, or you may want to change the page size or margin settings.

Change document setup

Changing options in the Document Setup dialog box affects every page in the document. If you change page size or orientation after objects have been added to pages, you can use the Layout Adjustment feature to minimize the amount

of time needed for arranging existing objects. See “ About automatic layout adjustment ” on page 86.

2 Specify the document options, and then click

New Document options ” on page 44.)

Change page margin and column settings

You can change column and margin settings for pages and spreads. When you change the column and margin settings on a master page, you change the setting for all pages to which the master is applied. Changing the columns and margins of regular pages affects only those pages selected in the Pages panel.

Note: The Margins And Columns dialog box doesn’t alter columns inside text frames. Text frame columns exist only within individual text frames, not on the page itself. You can set up columns within individual text frames by using the

Text Frame Options dialog box. (See “ Add columns to a text frame ” on page

by the Layout Adjustment feature.

1 Do one of the following:

• To change margin and column settings for one spread or page, go to the spread you want to change, or select one spread or page in the Pages panel.

• To change margin and column settings for multiple pages, select those pages in the Pages panel, or select a master that controls the pages you want to change.

Margins Type values to specify the distance between margin guides and each edge of the page. If Facing Pages is selected in the New Document or Document Setup dialog box, the Left and Right margin option names change to

Inside and Outside, so that you can specify additional inside margin space to accommodate binding.

Columns Specify the number of columns.

Create unequal column widths

When you have more than one column on a page, the column guides in the middle appear in pairs. When you drag one column guide, the pair moves. The space between the column guides is the gutter value you specified; the pair moves together to maintain that value.

Note:

You cannot create unequal column widths for columns in a text frame. Instead, created threaded, side-by-side text frames with different column widths.

Go to the master or spread you want to change.

> Lock Column Guides to deselect it.

Using the Selection tool , drag a column guide. You can’t drag it past an adjacent column guide or beyond the edge of the page.

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Dragging a column guide to create unequal column widths

To create columns with unequal gutters, create evenly spaced ruler guides and then drag individual guides to the

desired location. (See “ Create ruler guides ” on page

Rulers and measurement units

For detailed information and instructions, click the links below.

Change rulers and measurement units

You can change measurement units for the on-screen rulers and for use in panels and dialog boxes; you can also change these settings at any time and temporarily override the current measurement units as you enter a value. By default, rulers begin measuring from the upper-left corner of a page or spread. You can change this by moving the zero point.

(See “ Change the zero point ” on page 51.)

Changing the measurement units doesn’t move guides, grids, and objects, so when ruler tick marks change, they might not line up with objects aligned to the old tick marks.

Rulers in a document window

A. Labeled tick marks B. Major tick marks C. Minor tick marks horizontal ruler governs tabs, margins, indents, and other measurements. Each spread has its own vertical ruler; however, all vertical rulers use the same settings you specify in the Units & Increments preferences dialog box.

The default units of measure for the rulers are picas (a pica equals 12 points). However, you can change custom ruler units and control where the major tick marks appear on a ruler. For example, if you change the custom ruler units for the vertical ruler to 12 points, a major ruler increment appears every 12 points (if such display is possible in the current magnification). The tick mark labels include your customized major tick marks, so when the ruler reads 3 in the same example, it marks the third instance of the 12-point increment, or 36 points.

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Vertical ruler using inches (left), and custom 12-point increments (right)

Setting custom ruler increments in the vertical ruler is useful for lining up a ruler’s major tick marks with a baseline grid.

More Help topics

“ Grids ” on page 54

“ Keys for selecting and moving objects ” on page 693

Show or hide rulers

❖

Change measurement units and rulers

1 Choose Edit > Preferences > Units & Increments (Windows) or InDesign > Units & Increments

2 To change the origin of the zero point, in the Origin menu under Ruler Units, do one of the following:

• To set the ruler origin at the top-left corner of each spread, choose Spread. The horizontal ruler measures across the entire spread.

• To set the ruler origin at the top-left corner of each page, choose Page. The horizontal ruler starts at zero for each page in a spread.

• To set the ruler origin at the center of the spine, choose Spine. The horizontal ruler measures in negative numbers to the left of the spine and positive numbers to the right of the spine.

3 To change the measurement system used for rulers, dialog boxes, and panels, choose the desired system for

Horizontal and Vertical, or choose Custom and type the number of points at which you want the ruler to display major tick marks.

If you specify a measurement system other than points, the Increment Every baseline grid value is still displayed in points. This makes it easier to match text size and leading values, which are displayed in points.

4 To change the value you want used for text size, choose Points or Pixels from the Text Size menu. This option is especially useful when you’re designing a document for the web.

5 To change the value you want used for stroke weight settings, choose Points, Millimeters, or Pixels from the Stroke menu. This option is especially useful when you’re designing a document for the web.

To change the value you want used for calculating points, specify the desired point size per inch for Points/Inch.

Set any of the following Keyboard Increments:

Cursor Key Controls the increment for the arrow keys when nudging objects.

Size/Leading Controls the increment for increasing or decreasing the point size or leading using the keyboard shortcuts.

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Baseline Shift Controls the increment for shifting the baseline using the keyboard shortcuts.

Kerning/Tracking Controls the increment for kerning and tracking using the keyboard shortcuts.

You can also change ruler units by right-clicking (Windows) or Control-clicking (Mac OS) a ruler and choosing the units from the context menu. By right-clicking or Control-clicking at the intersection of the horizontal and vertical rulers, you can change the ruler units for both rulers at the same time.

Override default measurement units

You can specify a unit of measurement that is different from the default.

❖ Highlight the existing value in a panel or dialog box, and type the new value using the notation in the following table:

To specify:

Inches

Result

5 1/4 inches

Millimeters

Centimeters

Picas

Points

Picas and points

Pixels

Ciceros

Agates

Type these letters after the value: i in inch

" mm cm p pt p (before value) p (between values) px c ag

3p6

5px

48mm

12cm

6pt p6

5ag

Examples

5.25i

5.25in

5.25inch

5.25”

48 millimeters

12 centimeters

3 picas

6 points

3 picas, 6 points

5 pixels

5 ciceros agates

Change the zero point

The zero point is the position at which the zeros on point is at the top left corner of the first page of each spread. This means that the default position of the zero point is always the same relative to a spread, but may seem to vary relative to the pasteboard.

The X and Y position coordinates in the Control panel, Info panel, and Transform panel are displayed relative to the zero point. You can move the zero point to measure distances, to create a new reference point for measurement, or to tile oversized pages. By default, each spread has one zero point at the upper left corner of the first page, but you can also locate it at the binding spine, or specify that each page in a spread has its own zero point.

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Adjust the zero point

When you move the zero point, it moves to the same relative location in all spreads. For example, if you move the zero point to the top left corner of the second page of a page spread, it will appear in that position on the second page of all other spreads in the document.

❖ Do one of the following:

• To move the zero point, drag from the intersection of the horizontal and vertical rulers to the position on the layout where you want to set the zero point.

Establishing a new zero point

• To reset the zero point, double-click the intersection of the horizontal and vertical rulers .

• To lock or unlock the zero point, right-click (Windows) or Control-click (Mac choose Lock Zero Point in the context menu.

Change the default zero point

Using the Origin setting in the Preferences dialog box, you can set the default zero point for rulers as well as the scope of the horizontal ruler. The scope determines whether the ruler measures across the page, across the entire spread, or, for multipage spreads, from the center of the spine.

If you set the ruler origin at each spread’s binding spine, the origin becomes locked at the spine. You won’t be able to reposition the ruler origin by dragging it from the intersection of the rulers unless you choose another origin option.

1 Choose Edit > Preferences > Units & Increments (Windows) or InDesign > Units & Increments

2 In the Ruler Units section, in the Origin menu, do one of the following:

• To set the ruler origin at the top-left corner of each spread, choose Spread. The horizontal ruler measures across the entire spread.

• To set the ruler origin at the top-left corner of each page, choose Page. The horizontal ruler starts at zero for each page in a spread.

• To set the ruler origin at the center of the spine, choose Spine. The horizontal ruler measures in negative numbers to the left of the spine and positive numbers to the right of the spine.

You can also change horizontal ruler origin settings using the context menu that appears when you right-click

(Windows) or Control-click (Mac OS) the horizontal ruler.

Measure objects

The Measure tool calculates the distance between any two points in the document window. When you measure from one point to another, the distance measured is displayed in the Info panel. All measurements except the angle are calculated in the units of measure currently set for the document.

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After you use the Measure tool to measure an item, the line or lines remain visible until you take another measurement or select a different tool.

Measure the distance between two points

2 Select the Measure tool . (Click and hold the Eyedropper tool to display the Measure tool.)

3 Click the first point and drag to the second point. Shift-drag to constrain the tool’s motion to multiples of 45°. You cannot drag beyond a single pasteboard and its spread.

The width and height measurements appear in the Info panel.

Measure angles

Select the Measure tool . (Click and hold the Eyedropper tool to display the Measure tool.)

Do one of the following:

• To measure an angle from the x axis, drag the tool.

• To measure a custom angle, drag to create the first line of the angle. Position the tool over either end point of the measure line. To create the second line of the angle, either double-click and drag, or press Alt (Windows) or Option

When you measure a custom angle, the Info panel shows the length of the first line as D1 and the length of the second line as D2.

Info panel overview

The Info panel displays information for selected objects, the current document, or the area below the current tool, including values for position, size, and rotation. When you move an object, the Info panel displays its position relative to its starting point as well.

The Info panel is also useful for determining word counts and character counts in stories.

Unlike other InDesign panels, the Info panel is for viewing only; you cannot enter or edit the values it displays. You can view additional information about a selected object by choosing Show Options from the panel menu.

Info panel

A. Horizontal (X) position of the cursor B. Vertical (Y) position of the cursor C. Distance an object or tool has moved relative to its starting position

Width in current units

Height in current units

Degree of rotation

Display the Info panel

❖

To change the current measurement system, click the small triangle next to the plus icon.

Determine the word count

1 Place the insertion point inside a text frame, or select text.

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The Info panel displays the number of words and characters in the story or the selected text. If any text is overset, a “+” sign appears, followed by a number representing the overset characters, words, or lines.

View additional Info panel options

❖ Choose Show Options in the Info panel menu.

Depending on the object or tool selected, you may see the following:

• Values for the fill and stroke colors of the selected object, and information about gradients .

• The names of any swatches. You can display color-space values instead by clicking the small triangle next to the fill or stroke icon.

• Information about the current document, such as location, last modified date, author, and file size, when nothing in the document is selected.

• Number of characters, words, lines, and paragraphs when you create a text insertion point or select text using one of the Type tools. (If any text is overset, a “+” sign appears, followed by a number representing the overset characters, words, or lines.)

• File type, resolution, and color space when a graphic file is selected. Resolution is displayed as both actual pixels per inch (the resolution of the native graphic file) and effective pixels per inch (the resolution of the graphic after it has been resized in InDesign). If color management has been enabled, the ICC color profile is also displayed.

• The shear angle or horizontal and vertical scaling if the Shear tool, Scale tool, or the Free Transform tool is selected.

Grids

Use grids

Two kinds of nonprinting grids are available: a baseline grid for aligning columns of text, and a document grid for aligning objects. On the screen, a baseline grid resembles ruled notebook paper, and a document grid resembles graph paper. You can customize both kinds of grids.

Baseline grid (left) and document grid (right)

When a grid is visible, you can observe the following characteristics:

• The baseline grid covers entire spreads, but the document grid covers the entire pasteboard.

• Baseline grids and document grids appear on every spread and cannot be assigned to any master.

• The document grid can appear in front of or behind all guides, layers, and objects, but cannot be assigned to any layer.

Set up a baseline grid

Use Grid Preferences to set up a baseline grid for the entire document.

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You can set up a baseline grid for a frame by using the Text Frame Options. (See “ Change text frame properties ” on

Choose Edit > Preferences > Grids (Windows) or InDesign OS).

Specify a baseline grid color by choosing a color in the Color menu. You can also choose Custom in the Color menu.

For Relative To, specify whether you want the grid to start at the top of the page or the top margin.

For Start, type a value to offset the grid from either the top of the page or the top margin of the page, depending on the option you choose from the Relative To menu. If you have trouble aligning the vertical ruler to this grid, try starting with a value of zero.

5 For Increment Every, type a value for the spacing between grid lines. In most cases, type a value that equals your body text leading, so that lines of text align perfectly to this grid.

A B

Baseline grid in document window

First grid line

Increment between grid lines

6 For View Threshold, type a value to specify the magnification below which the grid does not appear. Increase the view threshold to prevent crowded grid lines at lower magnifications.

Baseline grid at magnification below view threshold (left) and above view threshold (right)

7 Click OK.

Note:

The Snap To Guides command controls both snapping to guides and snapping to the baseline grid.

Set up a document grid

1 Choose Edit > Preferences > Grids (Windows) or InDesign OS).

2 Specify a document grid color by choosing a color in the Color menu. You can also choose Custom in the Color menu.

3 To set horizontal grid spacing, specify a value for Gridline Every in the Horizontal section of the Document Grid section, and then specify a value for Subdivisions between each grid line.

4 To set vertical grid spacing, specify a value for Gridline Every in the Vertical section of the Document Grid section, and then specify a value for Subdivisions between each grid line.

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• To put the document and baseline grids behind all other objects, make sure that Grids In Back is selected.

• To put the document and baseline grids in front of all other objects, deselect Grids In Back.

To put guides behind all other objects, you can also choose Guides In Back in the context menu that appears when you right-click (Windows) or Control-click (Mac OS) an empty area of the document window.

Show or hide grids

• To show or hide the baseline grid, choose View

• To show or hide the document grid, choose View

> Show/Hide Baseline Grid.

> Show/Hide Document Grid.

Snapping objects to grids

When snapping is enabled, moving an object within the snap zone of a grid location will cause the object to snap to that location.

More Help topics

“ Ruler guides ” on page 56

Snap objects to the document grid

1 selected, click it.

Note: The Snap to Guides command controls both snapping to guides and snapping to the baseline grid.

2 To specify the snap-to zone, choose Edit > Preferences >

Preferences > Guides & Pasteboard (Mac is always in pixels.

To snap an object to a grid, drag an object toward a grid until one or more of the object’s edges is within the grid’s snap-to zone.

Ruler guides

Create ruler guides

Ruler guides are different from grids in that they can be positioned freely on a page or on a pasteboard. You can create two kinds of ruler guides: page guides , which appear only on the page on which you create them, or spread guides , which span all pages and the pasteboard of a multiple-page spread. You can drag any ruler guide to the pasteboard. A ruler guide is displayed or hidden with the layer on which it was created.

New ruler guides always appear on the target spread. For example, if several spreads are visible in the document window and you drag a new guide into the window, the new guide becomes visible only on the target spread.

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A B

Guides in the document window

Spread guide

Page guide

More Help topics

“ Layers ” on page 78

“ Customize the pasteboard and guides ” on page 47

Create a ruler guide

1 Make sure that both rulers and guides are visible, make sure the correct spread is targeted, and view the document in Normal View mode, not Preview mode.

2 If the document contains multiple layers, click a layer name in the Layers panel to target the layer.

3 Do one of the following:

• To create a page guide, position the pointer inside a horizontal or vertical ruler and then drag to the desired location on the target spread. If you drop the guide onto the pasteboard, it spans the pasteboard and spread; it will act as a page guide if you later drag it onto a page.

• To create a spread guide, drag from the horizontal or vertical ruler, keeping the pointer in the pasteboard but positioning the guide at the desired location on the target spread.

• To toggle between horizontal and vertical guides, select the guide and hold down Alt (Windows) or Option (Mac OS).

• To create a spread guide when the pasteboard is not visible (for example, when you’ve zoomed in), press Ctrl

• To create a spread guide without dragging, double-click a specific position on the horizontal or vertical ruler. If you want to snap the guide to the nearest tick mark, hold down the Shift key when you double-click the ruler.

• To create vertical and horizontal guides simultaneously, press Ctrl (Windows) or Command (Mac from the target spread’s ruler intersection to the desired location.

A vertical and horizontal guide created concurrently

To reposition a ruler guide numerically, select the guide and enter values for X and Y in the Control panel.

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Create a set of evenly spaced page guides

1 If the document contains multiple layers, click a layer name in the Layers panel to target the layer.

Choose Layout > Create Guides.

For Number, type a value to specify the number of rows or columns you want to create.

For Gutter, type a value to specify the spacing between rows or columns. Start with a low value, such as 1 pica; large gutters leave little space for columns.

Columns created with the Create Guides command are not the same as those created with the Layout > Margins And

Columns command. For example, columns created using Create Guides cannot control text flow when a text file is placed. Use the Margins And Columns command to create major column divisions appropriate for autoflow text, and use the Create Guides command to create column grids and other layout aids.

5 For Fit Guides To, click Margins to create the guides within the page margins, or click Page to create the guides within the page edges.

Ruler guides evenly spaced within page margins (left) and page edges (right)

6 To delete any existing guides (including guides on locked or hidden layers), select Remove Existing Ruler Guides.

Note: The Create Guides command can create page guides only; it cannot create spread guides.

To space existing guides a uniform distance apart, select the guides (by dragging or pressing Shift as you click with the mouse). Then, select Use Spacing from the Control panel, type the space value in the text box, and press Enter or

Return to confirm. Click either Distribute Horizontal Centers or Distribute Vertical Centers to the left of the Use

Spacing option.

Show or hide guides

• To show or hide all margin, column, and ruler guides, choose View > Show/Hide Guides.

• To show or hide ruler guides on one layer only without changing the visibility of the layer’s objects, double-click

• To show or hide guides and all other non-printing elements, click the Preview Mode icon at the bottom of the

Toolbox.

Work with ruler guides

You can change the attributes of individual ruler guides, and you can move, cut, copy, paste, or delete multiple ruler guides simultaneously. Cut or copied ruler guides can be pasted to other pages or documents, but not to other programs. To change attributes of specific guides, you must select the guides you want to change. When no guides are selected, the Ruler Guides command sets the defaults for new guides only.

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Select ruler guides

Unselected ruler guides appear light blue by default. Selected ruler guides are highlighted in their layer color. When a guide is selected, the Reference Point icon in the Control panel changes to or , representing the selected guide.

• To select a single ruler guide, use the Selection tool or the Direct Selection tool and click the guide to highlight it in its layer color.

guide might be on that page’s master, or on a layer where guides are locked.

• To select multiple ruler guides, hold down Shift as you click guides using the Selection or Direct Selection tool. You can also drag over multiple guides, as long as the selection marquee doesn’t touch or enclose any other object.

• To select all ruler guides on the target spread, press Ctrl+Alt+G (Windows) or Command+Option+G (Mac

Move ruler guides

❖ Using Selection tool or the Direct Selection tool , do any of the following:

• To move a ruler guide, drag it.

• To move multiple ruler guides, shift-select the guides you want to move, and then drag them.

Move selected guides just as you would any other selected object, including nudging with the arrow keys and using the

Control or Transform panels.

• To make a guide snap to a ruler tick mark, press Shift as you drag it. Or select the guide, press and hold down the

Shift key, and then click the mouse button.

• To move a spread guide, drag the part of the guide that’s on the pasteboard, or press Ctrl (Windows) or Command

• To move guides to another page or document, select one or more guides, choose Edit > Copy or Edit > Cut, go to another page, and then choose Edit > Paste. If you’re pasting onto a page of the same size and orientation as the guides’ original page, the guides appear in the same position.

Note:

The Paste Remembers Layers option affects the layer on which pasted guides appear.

Delete ruler guides

• To delete individual guides, select one or more ruler guides and then press Delete. (You can also drag ruler guides and drop them on a ruler to delete them.)

• To delete all ruler guides on the target spread, right-click (Windows) or Ctrl-click (Mac ruler, and choose Delete All Guides On Spread.

If you cannot delete a guide, it may be locked, it may be on a master page, or it may be on a locked layer.

Customize ruler guides

1 Do one of the following:

• To change options for one or more existing ruler guides, select those ruler guides.

• To set default options for new ruler guides, deselect all guides by clicking in an empty area.

Choose Layout > Ruler Guides.

For View Threshold, specify the magnification below which ruler guides do not appear. This prevents ruler guides from appearing too close together at lower magnifications.

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You can set the current magnification as the view threshold for new ruler guides by pressing Alt (Windows) or Option

(Mac OS) as you drag the ruler guides you’ve selected.

Lock or unlock ruler guides

• To lock or unlock all ruler guides, choose View command.

• To lock or unlock ruler guides on one layer only, without changing the visibility of the layer’s objects, double-click

Change ruler guide stacking order

By default, ruler guides appear in front of all other guides and objects. However, some ruler guides may block your view of such objects as lines with narrow stroke widths. You can change the Guides in Back preference to display ruler guides in front of or behind all other objects. However, regardless of the Guides in Back setting, objects and ruler guides are always in front of margin and column guides. Also, although putting guides on different layers organizes them structurally, it does not affect their visual stacking order—the Guides in Back preference stacks all ruler guides as a single set in relation to all page objects.

Default stacking order

Ruler guides

Page objects

Margin and column guides

Page

1 Choose Edit > Preferences > Guides & Pasteboard (Windows) or InDesign > Guides & Pasteboard

Snap objects to guides and grids

To precisely align objects to guides, use the Snap To Guides and Snap To Document Grid commands. Object edges will snap to (be pulled toward) the nearest grid intersection or guide when you draw, move, or resize the objects.

The exact range within which an object snaps to guides is called the snap-to zone , which you can adjust. When you select both the Snap To Guides and the Snap To Document Grid commands, the grid takes precedence.

Keep the following guidelines in mind as you align objects to guides and grids:

• To snap an object to a guide, drag an object toward a guide until one or more of the object’s edges is within the guide’s snap-to zone.

• Guides must be visible for objects to snap to them. However, objects can snap to the document and baseline grids whether the grids are visible or not.

•

• Objects on one layer snap to ruler guides visible on any other layer. If you don’t want objects to snap to guides on a certain layer, hide that layer’s guides.

For the baselines of text to snap to the baseline grid, press the Align to Baseline Grid button paragraphs or paragraph styles.

for individual

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Note: The Snap To Guides command controls both snapping to guides and snapping to the baseline grid.

2 To specify the snap-to zone, choose Edit > Preferences >

Preferences > Guides & Pasteboard (Mac value is always in pixels.

Use smart guides

The Smart Guides feature makes it easy to snap objects to items in your layout. As you drag or create an object, temporary guides appear, indicating that the object is aligned with an edge or center of the page or with another page item.

By default, the Smart Guides feature is selected. You can turn off smart guides, or you can turn off any of the smart guide categories:

Smart Object Alignment Smart object alignment allows for easy snapping to page item centers or edges. In addition to snapping, smart guides dynamically draw to indicate which object is being snapped to.

Smart Dimensions Smart dimension feedback appears when you’re resizing, creating, or rotating page items. For example, if you rotate one object on your page 24 degrees, a rotation icon appears as you rotate another object close to

24 degrees. This hint lets you snap the object to the same rotation angle of the adjacent object. Similarly, as you resize an object next to another object, a line segment with arrows at each end lets you snap the object to the same width or height as the adjacent object.

Smart Spacing Smart spacing lets you quickly arrange page items with the help of temporary guides that indicate when the spacing between objects is even.

Smart Cursors Smart cursor feedback appears in a gray box as X and Y values when you’re moving or resizing object or as a measurement when you’re rotating values. The Show Transformation Values option in Interface preferences lets you turn smart cursors on and off.

For a video tutorial on using smart guides, see www.adobe.com/go/lrvid4029_id .

Turn smart guides on or off

❖ > Smart Guides.

Turn smart guide categories on or off

1 Open the Guides & Pasteboard preferences.

2 Indicate whether you want Align To Object Center, Align To Object Edge, Smart Dimensions, and Smart Spacing turned on or off, and click OK.

To turn off smart cursors, which displays the X and Y values of objects you mouse over, deselect Show Transformation

Values in Interface preferences.

Change the appearance of smart guides

1 Open the Guides & Pasteboard section of the Preferences dialog box.

2 Choose a different color from the Smart Guides menu, and click OK.

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Tips for using Smart Guides

❖ Smart Guides take effect only on page items and intersections that are in the current page view. If you have many objects on a page and are trying to align an object to another object or objects in particular, zoom in on that area specifically.If you don’t want Smart Guides to snap to column guides, turn off Snap To Guides temporarily by choosing View > Grids & Guides > Snap To Guides.The Smart Guides feature is accurate regardless of zoom percentage, so it isn’t necessary to zoom in to see if two objects are really aligned at their left edges, for example.

Pages and spreads

For detailed information and instructions, click the links below.

About pages and spreads

spreads . A spread is a set of pages viewed together, such as the two pages visible whenever you open a book or magazine. Every InDesign spread includes its own pasteboard , which is an area outside a page where you can store objects that aren’t yet positioned on a page. Each spread’s pasteboard provides space to accommodate objects that bleed , or extend past the edge of a page.

Pages panel

Page icons

Page with master “A” applied

Selected spread

In a long document, you can move to a page quickly by choosing Layout > Go To Page.

Change the page and spread display

The Pages panel provides information about and masters (pages or spreads that automatically format other pages or spreads). By default, the Pages panel displays thumbnail representations of each page’s content.

Choose Panel Options in the Pages panel menu.

In the Icons section, specify which icons appear next to the page thumbnails in the Pages panel. These icons indicate whether transparency or page transitions have been added to a spread, and whether the spread view is rotated.

4 In the Pages and Masters sections:

• Select an icon size for pages and masters.

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• Select Show Vertically to display spreads in one vertical column. Deselect this option to allow spreads to be displayed side-by-side.

• Select Show Thumbnails to display thumbnail representations of the content of each page or master. (This option is not available if certain options are selected for Icon Size.)

5 In the Panel Layout section, select Pages On Top to display the page icon section above the master icon section, or select Masters On Top to display the master icon section above the page icon section.

6 Choose an option in the Resize menu to control how the sections are displayed when you resize the panel:

• To resize both the Pages and Masters sections of the panel, choose Proportional.

• To maintain the size of the Pages section and resize only the Masters section, choose Pages Fixed.

• To maintain the size of the Masters section and resize only the Pages section, choose Masters Fixed.

Target or select a page or spread

You either select or target pages or spreads, depending on the task you are performing. Some commands affect the currently selected page or spread, while others affect the target page or spread. For example, you can drag ruler guides only to the target page or spread, but page-related commands, such as Duplicate Spread or Delete Page, affect the page or spread selected in the Pages panel. Targeting makes a page or spread active and is helpful when, for example, several spreads are visible in the document window and you want to paste an object onto a specific spread.

❖ In the Pages panel:

• To both target and select a page or spread, double-click its icon or the page numbers under the icon. If the page or spread is not visible in the document window, it shifts into view.

You can also both target and select a page or spread by clicking a page, any object on the page, or its pasteboard in the document window.

The vertical ruler is dimmed alongside all but the targeted page or spread.

• To select a page, click its icon. (Don’t double-click unless you want to select it and move it into view.)

• To select a spread, click the page numbers under the spread icon.

Note: Some spread options, such as those in the Pages panel menu, are available only when an entire spread is selected.

1 2–3 4–5

A A

1 2–3 4–5

6–7 8 6–7 8

Page 1 is targeted and page 5 is selected (left), and page 1 is targeted and entire spread is selected (right).

Add new pages to a document

❖ Do any of the following:

• To add a page after the active page or spread, click the New Page button

• To add multiple pages to the end of the document, choose File dialog box, specify the total number of pages for the document. InDesign adds pages after the last page or spread.

• To add pages and specify the document master, choose Insert Pages from the Pages panel menu or choose

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Create color labels for page thumbnails

You can assign colored labels to the page thumbnails in the Pages panel. For example, you can use color labels to indicate the status of the pages, such as a green label for complete spreads, a yellow label for spreads being worked on, and a red label for unstarted spreads.

1 In the Pages panel, select the pages to which you want to apply the color labels.

2 From the Pages panel menu, choose Color Label, and then choose the color to assign.

The color label appears below the thumbnail in the Pages panel.

Applying a color label to master pages affects all pages to which the master is applied. However, when you apply a color label to individual document pages, the color label for the document pages is used. To use a color label for master pages, select the document pages you want to change and choose Color Label > Use Master Color from the Pages panel menu.

Move, duplicate, and delete pages and spreads

You can use the Pages panel to freely arrange, duplicate, and recombine pages and spreads. Keep the following guidelines in mind when adding, arranging, duplicating, or removing pages within a document:

• InDesign preserves the threads between text frames.

• InDesign redistributes pages according to

• An object that spans multiple pages stays with the page on which the object’s bounding box covers the most area.

More Help topics

“ Control spread pagination ” on page 66

“ Move or copy pages between documents ” on page 65

“ Copy masters ” on page 74

Move pages using Move Pages command

2 Specify the page or pages you want to move.

3 For Destination, choose where you want to move the pages, and specify a page if necessary. Click OK.

Move pages by dragging

❖ As you drag, the vertical bar indicates where the page will appear when you drop it. If the black rectangle or bar touches a spread when Allow Pages to Shuffle is turned off, the page you’re dragging will extend that spread; dialog box.

In the Pages panel, drag a page icon to a new position within the document.

1 2–3 [ 4–5 ] 1 2–3 4–5

6–7 8 6–7 8

Moving a page’s position using the Pages panel

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Duplicate a page or spread

❖ In the Pages panel, do one of the following:

• Drag the page range numbers under a spread to the New Page button. The new spread appears at the end of the document.

• Select a page or spread, and then choose Duplicate Page or Duplicate Spread in the Pages panel menu. The new page or spread appears at the end of the document.

• Press Alt (Windows) or Option (Mac location.

Note:

Duplicating a page or spread also duplicates all objects on the page or spread. Text threads from the duplicated spread to other spreads are broken, but all text threads within the duplicated spread remain intact—as do all text threads on the original spread.

Remove a page from a spread while keeping it in the document

1 Select the spread and deselect Allow Selected Spread To Shuffle in the Pages panel menu.

2 In the Pages panel, drag a page out of the spread until the vertical bar is not touching any other pages.

Delete a page or spread from the document

❖ Do one of the following:

• In the Pages panel, drag one or more page icons or page-range numbers to the Delete icon.

• Select one or more page icons in the Pages panel, and click the Delete icon.

• Select one or more page icons in the Pages panel, and then choose Delete Page(s) or Delete Spread(s) in the Pages panel menu.

Move or copy pages between documents

When you move or copy a page or spread from one document to another, all of the items on the page or spread, including graphics, links, and text, are copied to the new document. Section markers are preserved. Threaded text frames are also included, but text that is threaded to pages outside the spread does not transfer. If the page or spread you are copying contains styles, layers, or masters with the same names as their counterparts in the destination document, the destination document’s settings are applied to the page or spread.

If you copy a page from a document that has a different size than the document you are copying to, the page and page item positions may not match exactly.

If you move or copy a spread with a rotated view, the rotated view is cleared in the target document.

If you want to move or copy a multiple-page spread, deselect Allow Document Pages To Shuffle in the destination document to keep the spread together.

More Help topics

“ Copy masters ” on page 74

Move or copy pages between documents

1 To move pages from one document to another, open both documents.

3 Specify the page or pages you want to move.

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Choose the destination document name from the Move To menu.

For Destination, choose where you want to move the pages, and specify a page if necessary.

6 If you want to remove the pages from the original document, select Delete Pages After Moving.

Note:

When you copy pages between documents, their associated masters are copied automatically. If the new document contains a master with the same name as the master applied to the copied page, however, the master of the new document is applied to the copied page instead.

Move or copy pages between documents by dragging

1 To move pages from one document to another, make sure that both documents are open and visible.

Drag the original document’s page icon to the new document.

In the Insert Pages dialog box, specify where the pages will be added.

If you want to remove the pages from the original document, select Delete Pages After Inserting.

Control spread pagination

Most documents use two-page spreads exclusively. When you add or remove pages before a spread, the pages shuffle by default. However, you may want to keep certain pages in a spread together. For example, you can create gatefold or accordion foldouts by creating a multiple-page spread (also called an island spread ) and adding pages to it. By not allowing pages to shuffle, you can ensure that pages are kept in the same spread.

Pages panel

One-page spread

Four-page spread, identified by brackets around page numbers

Entire two-page spread selected

Create a multiple-page spread

1 Do one of the following:

• To keep a single spread together, select a spread in the Pages panel, and then deselect Allow Selected Spread To

Shuffle in the Pages panel menu. You can identify an island spread in the Pages panel by the brackets around its page numbers.

• To allow the creation of spreads of more than two pages in the entire document and to preserve those spreads when you add, remove, or arrange preceding pages, deselect Allow Document Pages To Shuffle on the Pages panel menu.

InDesign will preserve spreads of more than two pages while letting two-page spreads repaginate normally.

2 Add pages to the selected spread either by using Insert Pages to insert a new page in the middle of a spread or by dragging an existing page to the spread in the Pages panel. To drag an entire spread, drag its page numbers.

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A A

1 [2–3] 4–5

A A

1 [2–4] 5–6

6–7 8–9 7–8 9

Adding a page to a spread using the Pages panel

Note:

You can include up to ten pages in a spread. When you have reached the limit, the black vertical bar will not appear.

Redistribute pages

❖ Do either of the following:

• If an individual spread has been allowed to shuffle, select the spread, and choose Allow Selected Spread To Shuffle in the Pages panel menu to select it.

• If document pages have been allowed to shuffle and you added pages to a spread, choose Allow Document Pages

To Shuffle from the Pages panel menu to select it. Click No to redistribute pages. If you click Yes to maintain the multiple-page spreads, brackets surround the numbers on those spreads in the Pages panel, indicating that those spreads are not allowed to shuffle.

Start a document with a two-page spread

Instead of beginning the document with a single page, you can begin your document with a two-page spread.

1 Do either of the following actions:

• To create a document, choose File > New Document.

• To edit an existing document, choose File > Document Setup.

2 For Start Page #, specify an even number, such as 2, and then click OK.

Rotate the spread view

In some instances, you need to edit rotated content. Instead of turning your head sideways to look at the rotated content, you can rotate the spread view. This option is especially useful for working on rotated calendars and tables.

Rotating the spread view does not affect printing or output.

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A B

Rotating the spread

Before rotating spread

Rotated spread view

Rotate icon in Pages panel

For a video tutorial on rotating the spread view, see www.adobe.com/go/lrvid4031_id .

In the Pages panel, select the page or spread that you want to rotate.

Do any of the following:

• From the Pages panel menu, choose Rotate Spread View

• Choose View > 90° CW, 90° CCW, or 180°.

A rotation icon appears next to the rotated spread in the Pages panel.

Objects you place or create mirror the rotated view. For example, if you create a text frame when the spread view is rotated 90 degrees, the text frame is also rotated. However, objects you paste are not rotated.

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When transforming objects, keep in mind that you’re working on a rotated page view. For example, if you’re editing a table on a rotated spread view, changing the “left” side of the table will change what appears to be the top of the table in the rotated view.

Before you output the file or send it to someone else, it’s a good idea to avoid confusion by clearing the spread rotation.

Use multiple page sizes

For video tutorials on creating multiple page sizes in a document, see www.adobe.com/go/lrvid5153_id_en and http://tv.adobe.com/go/4950/ .

Multiple page sizes in same document

Magazine page

Gate-fold page

Spine page

Create different page sizes within a document

Use the Page tool to select the master page or layout page you want to resize, and then use the Control panel to change the settings. A page inherits its page size from its master page, but you can change the size of a layout page so that it’s different from the master page applied to it. A master page can be based on another master page of a different size, so that a range of pages of mixed sizes can share the same master content.

To apply a different page size quickly, select the page in the Pages panel, and then choose a page size from the Edit

Page Size button .

1 Using the Page tool , select one or more master pages or layout pages that you want to resize.

Make sure that the entire page is selected in the layout, not only in the Pages panel.

2 Specify settings in the Control panel to change the page size of the selected pages:

X and Y values Change the Y value to determine the vertical position of the page in relation to other pages in the spread.

W and H page size values Change the width and height of the selected pages. You can also specify a page size preset from the menu. To create a custom page size that appears in this list, choose Custom Page Size from the menu, specify the page size settings, and click OK.

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Orientation Select a landscape or portrait page orientation.

Enable Layout Adjustment Select this option if you want the objects on the page to be adjusted automatically when

the page size changes. See “ About automatic layout adjustment ” on page 86.

Show Master Page Overlay Select this option to display a master page overlay on top of any page that is selected with the Page tool.

Objects Move With Page Select this option to make the objects move along with the page when you adjust the X and Y values.

Use master page overlays

When you use the Page tool to select a page and turn on the Show Master Page Overlay option, a shaded box appears over the selected page. You can move the master page overlay so that master page items appear in the proper location.

The Show Master Page Overlay option is especially useful if the master page and document page have different page sizes.

Aligning the master page overlay to a smaller layout page

1 Using the Page tool, select a page.

In the Control panel, select Show Master Page Overlay.

Drag the edge of the master page overlay to position the page items.

Master pages

For detailed information and instructions, click the links below.

About masters, stacking order, and layers

A master is like a background that you can quickly apply to many pages. Objects on a master appear on all pages with that master applied. Master items that appear on document pages are surrounded by a dotted border. Changes you make to a master are automatically applied to associated pages. Masters commonly contain repeating logos, page numbers, headers, and footers. They can also contain empty text or graphic frames that serve as placeholders on document pages. A master item cannot be selected on a document page unless the master item is overridden.

Masters can have multiple layers, just like pages in your document. Objects on a single layer have their own stacking order within that layer. Objects on a master page layer appear behind objects assigned to the same layer in the document page.

If you want a master item to appear in front of objects on the document page, assign a higher layer to the object on the master. A master item on a higher layer appears in front of all objects on lower layers. Merging all layers will move master items behind document page objects.

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A • Se ct ion A • Se ct ion

8 • H ibis c us

Master items (top left) appear behind page objects on the same layer (bottom left); moving a master item to a higher layer (top right) moves it in front of all objects on lower layers (bottom right).

Tips and guidelines for masters

• You can compare alternative design ideas by creating a variety of masters and applying them in turn to sample pages containing typical content.

• To quickly lay out new documents, you can save a set of masters in a document template, along with paragraph and character styles, color libraries, and other styles and presets.

• If you change column or margin settings on a master, or apply a new master with different column and margin

settings, you can force objects on the page to adjust to the new layout automatically. (See “ About automatic layout adjustment ” on page 86.)

• Automatic page numbers inserted on a master display the correct page number for each section of the document

to which the master is applied. (See “ Add basic page numbering ” on page 88.)

More Help topics

“ Override or detach master items ” on page 75

Create masters

By default, any document you create has a master page. You can create additional masters from scratch or from an existing master page or document page. After you apply master pages to other pages, any changes made to the source master carry forward to the masters and document pages that are based on it. With careful planning, this provides an easy way to make layout changes to multiple pages across your document.

For a video tutorial on working with master pages, see www.adobe.com/go/vid0069 .

More Help topics

Master Pages video

“ Apply master pages ” on page 73

Create a master from scratch

1 Choose New Master in the Pages panel menu.

• For Prefix, type a prefix that identifies the applied master for each page in the Pages panel. You can type as many as four characters.

• For Name, type a name for the master spread.

• For Based On Master, choose an existing master spread on which you’ll base this master spread, or choose None.

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• For Number Of Pages, type a value for the number of pages you want in the master spread (as many as ten).

Create a master from an existing page or spread

• Drag an entire spread from the Pages section of the Pages panel to the Masters section.

• Select a spread in the Pages panel and choose Save As Master from the Pages panel menu.

Any objects on the original page or spread become part of the new master. If the original page used a master, the new master is based on the original page’s master.

None A-Master None A-Master B-Master

4–5 6–7 8–9 4–5 6–7 8–9

Creating a new master spread based on another page or spread

Base one master on another

You can create a master variation that is based on and updates with another master (called the parent master ) within the same document. The master spreads based on the parent master are called child masters . For example, if your document has ten chapters that use master spreads that vary only slightly, base all of them on a master spread that contains the layout and objects common to all ten. This way, a change to the basic design requires editing just the parent master instead of editing all ten separately. Vary the formatting on your child masters. You can override parent master items on a child master to create variations on a master, just as you can override master items on document pages. This is a powerful way to keep a consistent yet varied design up to date.

Original parent and child masters (left); when the parent master is modified, the child masters are automatically updated (right)

❖ To base one master on another, in the Masters section of the Pages panel, do either of the following:

• Select a master spread, and choose Master Options for [master spread name] in the Pages panel menu. For Based

• Select the name of the master spread you want to use as the base and drag it onto the name of another master to apply it.

[None] A-Master B-Master

A A

[None] A-Master B-Master

10–11 12–13 14–15

B-Master based on A-Master

10–11 12–13 14–15

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Edit the layout of a master

You can edit the layout of master pages at any time; changes you make are automatically reflected on all pages with that master applied. For example, any text or graphic you add to a master will appear on document pages to which the master is applied.

Note:

When you override or detach a master page object on a particular page, that object may not update to reflect changes made on the master page.

1 In the Pages panel, double-click the icon for the master you want to edit, or select the master page from the text box list at the bottom of the document window. The master spread appears in the document window.

2 Make changes to the master.

InDesign automatically updates any pages using that master.

To change the size of the master page, select it using the Page tool, and then use the options in the Control panel to

change the dimension. See “ Use multiple page sizes ” on page 69.

73 master and watch the page update.

More Help topics

“ Create headers and footers ” on page 93

Change master page options

You can edit master page options to change the name or prefix of the master, base the master on another master, or change the number of pages in the master spread.

1 In the Pages panel, click the name of a master spread to select the master spread.

Choose Master Options For [master name] in the Pages panel menu.

Change any option, and then click OK.

Apply master pages

If your document contains custom spreads (such as a 3- or 4-page foldout in a magazine), any master you apply should contain the same number of pages.

If your master page has a different page size than the layout page, applying the master page changes the size of the layout page. If the layout page has a custom page size, you can specify whether to keep the custom layout page size or apply the size of the master page.

Note: Master items on a document page have a dotted border. If you cannot view master items on a document page, the master item may be hidden on a lower layer or the master items may be hidden. Choose Show Master Items from the

Pages panel menu.

Apply a master to a document page or spread

• To apply a master to one page, drag the master page icon to a page icon in the Pages panel. When a black rectangle surrounds the desired page, release the mouse button.

• To apply a master to a spread, drag the master page icon to a corner of the spread in the Pages panel. When a black rectangle surrounds all pages in the desired spread, release the mouse button.

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None A-Master B-Master None A-Master B-Master

10–11 12–13 14–15 10–11 12–13 14–15

Applying a master to a page (left) and applying a master to a spread (right)

Apply a master to multiple pages

❖ Do one of the following:

• In the Pages panel, select the pages to which you want to apply a new master. Then press Alt (Windows) or Option

• Choose Apply Master To Pages from the Pages panel menu, select a master for Apply Master, make sure that the at once. For example, you can type 5, 7-9, 13-16

to apply the same master to pages 5, 7-9, and 13-16. (See “ Display absolute or section numbering in the Pages panel ” on page 92.)

A A

2–3

4–5

A B

2–3

6–7 8 6–7

Applying a master to a discontiguous range of pages

4–5

Unassign masters from document pages

❖ Apply the None master from the Masters section of the Pages panel.

When you unassign a master from a page, its layout and items no longer apply to the page. If a master contains most of the elements you want, but you need to customize the appearance of a few pages, you can override master items and edit or modify them on those document pages, instead of unassigning the master.

Copy masters

You can copy masters within the same document or from one document to another to use as the starting point for a new master. You can also copy masters to other documents when you synchronize documents in a book or import master pages from another document.

More Help topics

“ Synchronize book documents ” on page 315

“ Import a master from another document ” on page 77

Copy a master within a document

❖ In the Pages panel, do one of the following:

• Drag the page name of a master spread to the New Page button at the bottom of the panel.

• Select the page name of a master spread, and choose Duplicate Master Spread [spread name] in the panel menu.

When you copy a master, the page prefix of the copied master becomes the next letter in the alphabet.

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Copy or move a master to another document

1 Open the document you want to add the master to. Then open the document with the master you want to copy.

2 In the Pages panel of the source document, do either of the following:

• Click and drag the master spread to the destination document’s window to copy it.

• Select the master you want to move or copy. Choose Layout > Pages document name from the Move To menu. If you want to remove the page or pages from the source document, select Delete Pages After Moving, and then click OK.

If the target document already has a master with the same prefix, the moved master is assigned the next available letter in the alphabet.

Delete a master from a document

1 In the Pages panel, select one or more master page icons.

To select all unused master pages, choose Select Unused Masters in the Page panel menu.

2 Do one of the following:

• Drag a selected master page or spread icon to the Delete icon at the bottom of the panel.

• Click the Delete icon at the bottom of the panel.

• Choose Delete Master Spread [spread name] in the panel menu.

When you delete a master, the [None] master is applied to any document page to which the deleted master was applied.

Override or detach master items

When you apply a master page to a document page, all objects on the master, called master items , appear on the document page. Sometimes you want a specific page to be only slightly different from a master. In this situation you don’t need to re-create the master layout on the page or create a new master. You can override or detach the master item, and other master items on the document page will continue to update with the master.

Note the difference between overriding and detaching master items on a document page:

Override master item attributes Overriding a master item puts a copy of it on the document page without breaking its association with the master page. Once the item itself is overridden, you can selectively override one or more attributes of the item to customize it. For example, you can change the fill color of the local copy. After that, changes to the fill color on the master page itself will not update to the local copy. However, other attributes, such as size, will continue to update because they have not been overridden on the local copy. Overrides can be removed later to make the object match the master.

Attributes you can override for a master page object include strokes, fills, contents of a frame, and any transformations

(such as rotating, scaling, shearing, or resizing), corner options, text frame options, lock state, transparency, and object effects.

Detach items from their master On a document page, you can detach (disassociate) a master item from its master. The item must be overridden on the document page, creating a local copy, before you can detach it. A detached item does not update with the master because its association with the master page is broken.

More Help topics

“ Apply text wrap on master page items ” on page 232

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Override a master item

1 Make sure the master item can be overridden.

You can override a master item only if Allow Master Item Overrides On Selection is selected in the Pages panel menu for that item.

2 Do either of the following:

• To override specific master items on a document page, press Ctrl+Shift (Windows) or Command+Shift (Mac and click the item (or drag to select multiple items). Change the selected master items as desired. The item can now be selected like any other page item, but retains its association with the master page.

• To override all master page items on a document spread, target the spread, and then choose Override All Master

Page Items in the Pages panel menu. You can now select and modify any and all master items as you wish.

Once you override any master item, its dotted bounding box becomes a solid line, to show that a local copy has been created.

Note:

If you override a threaded text frame, all visible frames in that thread are overridden, even if they are on a different page in a spread.

Detach a master item

• To detach a single master item from its master, first override it by pressing Ctrl+Shift (Windows) or in the Pages panel menu.

• To detach all overridden master items on a spread, override the master page items you want to detach, and target that spread in the document. (Don’t go to the original master page.) Choose Detach All Objects From Master from the Pages panel menu. If the command isn’t available, there aren’t any overridden objects on that spread.

Prevent a master item from being overridden

In some instances, you want to override all but a few master items. For example, you may want to override master items such as background images on a document page, but you want to prevent a page-numbering header from being overridden. By preventing the header from being overridden, you can choose the Override All Master Items option to override all master items except for the header.

1 On the master page, select the item.

2 Deselect Allow Master Item Overrides On Selection on the Pages panel menu.

Master items that do not allow overrides have no frame edge when displayed on the document page. If you prevent a threaded text frame from being overridden, all text frames in that thread have the same setting applied.

Reapply master items

If you’ve overridden master items, you can restore them to match the master page. When you do this, the object’s attributes revert to their state on the corresponding master, and will once again update when you edit the master. The local copy of the object is removed, and the master item cannot be selected, as indicated by its dotted border. You can remove overrides for selected objects or all objects on a spread, but not across an entire document at once.

❖ Do one of the following:

• To remove master overrides from one or more objects, select objects that were originally master items. In the Pages panel, target a spread and choose Remove Selected Local Overrides in the Pages panel menu.

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• To remove all master overrides from a spread, in the Pages panel, target the spread (or master spread) from which you want to remove all master overrides. Choose Edit > Deselect All to make sure that no objects are selected. In the Pages panel, choose Remove All Local Overrides in the Pages panel menu.

If you’ve detached master page objects, you cannot restore them to the master page; however, you can delete the detached objects and reapply the master to the page.

If you reapply a master to a page that contains overridden master page objects, the objects with overrides are detached and all master page objects reapplied. This may result in two copies of some objects on the page. You’ll need to delete the detached objects to exactly match the look of the master.

Hide master items

Use the Hide Master Items to hide master page items on one or more pages in your document. Hidden master items are not printed or output.

1 In the Pages panel, select the pages and spreads on which you’d like the master items to be hidden.

2 From the Pages panel menu, choose Hide Master Items.

To display master items again, select the spreads in the Pages panel and choose Show Master Items from the Pages panel menu.

Import a master from another document

You can import masters from another InDesign document (any version) into the active document. If your destination document contains master pages that have different names from any master page in the source document, those pages and their document page overrides will be unchanged.

1 In the Pages panel menu, choose Load Master Pages.

Locate and double-click the InDesign document containing the master pages you want to import.

Determine what should occur if a loaded master has the same name as a master in the current document.

• Choose Replace Master Pages if you want the masters from the source to override the destination document’s masters with the same names. If your destination document does not have any overridden items, it is safe to Replace

Master Pages on import.

• Choose Rename Master Pages to change the page prefixes to the next available letter in the alphabet.

Once you have imported masters from a source document, a link is set up between the source document and the destination document. When you subsequently load masters from the same source document, the association between overridden items and their parent items on reloaded master pages is maintained. This association lets you keep master pages in different documents consistent without putting those documents into a book.

If you want to use this method of keeping master pages consistent, you should load the master pages from the source document before overriding any objects on the master. If your document has overridden items and you have never imported masters from any source, those overridden items become detached the first time you load from a source document and replace master pages with the same name as the parent master of the overridden items.

If you subsequently import masters from a different source document, however, and choose Replace Master Pages, the overridden items may become detached. Any same-named masters from the new source document will be applied to the document page containing overridden items, creating two sets of objects.

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Layers

About layers

Each document includes at least one named layer. By using multiple layers, you can create and edit specific areas or kinds of content in your document without affecting other areas or kinds of content. For example, if your document prints slowly because it contains many large graphics, you can use one layer for just the text in your document; then, when it’s time to proofread the text, you can hide all other layers and quickly print the text layer only. You can also use layers to display alternate design ideas for the same layout, or versions of advertisements for different regions.

Think of layers as transparent sheets stacked on top of each other. If a layer doesn’t have objects on it, you can see

Additional layer notes:

• Each document layer has a disclosure triangle that can be expanded to reveal the objects and their stacking order on that layer for the active spread. Groups, buttons, and multi-state objects also have disclosure triangles that can be expanded to display their contained objects. You can re-order these objects, lock and unlock them, and add or remove them from groups.

• Objects on masters appear at the bottom of each layer. Master items can appear in front of document page objects

if the master page objects are on a higher layer. (See “ About masters, stacking order, and layers ” on page 70.)

• Layers involve all pages of a document, including masters. For example, if you hide Layer 1 while editing page 1 of your document, the layer is hidden on all pages until you decide to show it again.

•

For information on converting layers from Adobe PageMaker® or QuarkXPress, see “ Converting QuarkXPress and

PageMaker documents ” on page 110.

The Layers panel lists layers with the frontmost layer appearing at the top of the panel.

For a video tutorial on using layers, see www.adobe.com/go/lrvid5151_id_en .

Create layers

You can add layers at any time using the New Layer command on the Layers panel menu or the New Layer button at the bottom of the Layers panel. The number of layers a document can have is limited only by the RAM available to

InDesign.

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More Help topics

“ Show or hide frame edges ” on page 85

Create layers

2 To create a new layer, do any of the following:

• To create a new layer above the selected layer, click the New Layer button.

• To create a new layer below the selected layer, hold down Ctrl (Windows) or Command (Mac

New Layer button.

• To create a new layer at the top of the list, hold down Ctrl+Shift (Windows) or Command+Shift (Mac click the New Layer button.

• To create a new layer and open the New Layer dialog box, hold down Alt (Windows) or Option (Mac click the New Layer button.

Specify layer options

1 Choose New Layer in the Layers panel menu, or double-click an existing layer.

Color Assign a color to identify the objects on that layer.

Show Layer Select this option to make a layer visible. Selecting this option is the same as making the eye icon visible in the Layers panel.

Show Guides Select this option to make the guides on the layer visible. When this option is not selected for a layer, the

Lock Layer Select this option to prevent changes to any objects on the layer. Selecting this option is the same as making the crossed-out pencil icon visible in the Layers panel.

Lock Guides Select this option to prevent changes to all ruler guides on the layer.

Print Layer Select this option to allow the layer to be prevented from printing. When printing or exporting to PDF, you can determine whether to print hidden and nonprinting layers.

Suppress Text Wrap When Layer Is Hidden Select this option if you want text on other layers to flow normally when the layer is hidden and it contains objects with text wrap applied.

Assign a layer color

Assigning a color to a layer makes it easier to distinguish the layers of different selected objects. For each layer that contains a selected object, the Layers panel displays a dot in the layer’s color. On the page, each object displays the color of its layer in its selection handles, bounding box, text ports, text wrap boundary (if used), frame edges (including the

X displayed by an empty graphics frame), and hidden characters. The layer color does not appear for a deselected frame if its edges are hidden.

In the Layers panel, double-click a layer or select a layer and choose Layer Options for [layer name] .

For Color, choose a color or choose Custom to specify a color in the system color picker.

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Add objects to layers

Any new object is placed on the target layer , the layer currently displaying the pen icon in the Layers panel. Targeting a layer also selects it. If multiple layers are selected, targeting one of them doesn’t change the selection, but targeting a layer outside the selection deselects the other layers.

You can add objects to the target layer by any of the following methods:

• Creating new objects with the Type tool or drawing tools.

• Importing, placing, or pasting text or graphics.

• Selecting objects on other layers, and then moving them to the new layer.

You cannot draw or place a new object on a hidden or locked layer. When you select a drawing tool or the Type tool, or place a file when the target layer is hidden or locked, the pointer changes to the crossed-out-pencil icon when it is positioned over the document window. Either show or unlock the target layer, or target a visible, unlocked layer. If you choose Edit > Paste when the target layer is hidden or locked, an alert message gives you the choice of showing or unlocking the target layer.

When you click a layer in the Layers panel to target it, the pen icon appears on the layer you clicked, and the layer also highlights to indicate that it is targeted.

Wild flowers for your gard from all over

Changing the target layer for the next new object

Select, move, and copy objects on layers

By default, you can select any object on any layer. In the Layers panel, dots mark layers that contain selected objects.

The layer’s selection color helps you identify an object’s layer. To prevent selecting objects on a specific layer, lock the layer.

❖ Do any of the following:

• To select individual objects on a layer, click the triangle icon next to the layer to display all, and select the target object. You can also drag the target object to a different location without selecting it.

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Wild flowers for your gard from all over for your gard e

Dragging objects from one layer to another

• To select all objects on a specific layer, hold down Alt (Windows) or Option (Mac

Layers panel.

• To move or copy objects to another layer, use the Selection tool to select one or more objects on a document page or master. In the Layers panel, drag the colored dot on the right side of the layer list to move the selected objects to the other layer.

Wild flowers for your gard from all over

Moving an object to a new layer

To move selected objects to a locked layer, hold down Ctrl (Windows) or Command (Mac OS) as you drag the colored dot. To copy selected objects to another layer, hold down Alt (Windows) or Option (Mac OS) as you drag the colored dot on the right side of the layer list to the other layer. To copy selected objects to a locked layer, hold down Ctrl+Alt

(Windows) or Command+Option (Mac OS) as you drag the colored dot.

Paste objects into different layers

The Paste Remembers Layers command affects how objects pasted from other locations interact with existing layers.

If the Paste Remembers Layers command is selected, objects cut or copied from different layers retain their layer assignments when pasted to the new page or position. If you paste objects to a document that doesn’t have the same layers as the document from which they were copied, InDesign adds the objects’ layer names to the Layers panel in the second document, and pastes each object on its layer.

If the Paste Remembers Layers command is deselected, objects cut or copied from different layers are pasted together on the target layer.

1 Make sure that Paste Remembers Layers is deselected in the Layers panel menu.

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Select objects and choose Edit > Copy or Edit > Cut.

In the Layers panel, click the other layer to target it.

Choose Edit > Paste.

Duplicate a layer

When you duplicate a layer, you copy its contents and settings. The duplicate layer then appears above the original layer in the Layers panel. Any duplicated frames that were threaded to other frames on the layer remain threaded.

Duplicated frames whose originals were threaded to frames on other layers are no longer threaded to those frames.

❖ In the Layers panel, do one of the following:

• Select the layer name and choose Duplicate Layer [layer name] in the Layers panel menu.

• Drag a layer name and drop it on the New Layer button.

Change the order of layers

Change the stacking order of layers in your document by rearranging the layers on the Layers panel. Rearranging layers changes the order of layers on every page, not just on the target spread.

You can also change the stacking order of objects within a layer by repositioning objects within the layer. See “ Arrange objects in a stack ” on page 407.

❖ In the Layers panel, drag a layer up or down in the list. You can also drag multiple selected layers.

Wild flowers for your gard from all over

Reordering layers

Show or hide layers and objects

You can hide or display any layer at any time, and you can hide or display objects on a layer. Hidden layers and objects following:

• Hide parts of a document that are not meant to appear in the final document.

• Hide alternate versions of a document.

• Simplify the display of a document, to make it easier to edit other parts of the document.

• Prevent a layer from printing.

• Speed up screen redraw when a layer contains high-resolution graphics.

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By default, text continues to wrap around objects on hidden layers. To ignore text wrap settings for hidden objects, choose Layer Options from the Layers panel menu, and then select the Suppress Text Wrap When Layer Is Hidden option.

❖ Do any of the following:

• To hide or show one layer at a time, in the Layers panel, click the square at the far left of a layer name to hide or show the eye icon for that layer.

• To show or hide individual objects in a layer, click the disclosure triangle to view all objects in a layer, and then click the eye icon to show or hide the object.

• To hide all layers except the selected layer, or to hide all objects on a layer except the selected object, choose Hide

Others in the Layers panel menu. Or, Alt-click (Windows) or Option-click (Mac OS) the square on the far left side of the layer or object you want to remain visible.

• To show all layers, choose Show All Layers in the Layers panel menu. Or, Alt-click (Windows) or Option-click (Mac

OS) the square on the far left side of a visible layer or object to show all layers or all objects in a layer.

Set a layer as nonprinting

1 Select the layer in the Layers panel.

2 Choose Layer Options from the Layers panel menu.

3 To prevent the layer from being printed, deselect Print Layer, and then click OK.

Note: When you print or export to PDF, you will still have the option of printing hidden and nonprinting layers.

Lock or unlock layers

Locking is useful for preventing accidental changes to a layer. A locked layer displays a crossed-out pencil icon in the

Layers panel. Objects on locked layers cannot be selected or edited directly; however, if objects on locked layers have attributes that can be edited indirectly, they will change. For example, if you edit a tint swatch, objects on locked layers using that tint swatch will reflect the change. Similarly, putting a series of threaded text frames on both locked and unlocked layers will not prevent text on locked layers from recomposing.

You can also use the Layers panel to lock or unlock objects in a layer. See “ Lock or unlock objects ” on page 429.

❖ Do any of the following:

• To lock or unlock one layer at a time, in the Layers panel, click a square in the second column from the left to show

(lock) or hide (unlock) the layer.

• To lock all layers except the target layer, choose Lock Others in the Layers panel menu. Or, Alt-click (Windows) or

Option-click (Mac OS) the the square left of the layer you want to remain unlocked.

• To unlock all layers, choose Unlock All Layers in the Layers panel menu.

Delete layers

Remember that each layer is document-wide—it appears on every page of a document. Before deleting a layer, consider hiding all other layers first, and then turn to each page of the document to verify that it is safe to delete the remaining objects.

❖ Do any of the following:

• To delete a layer, drag a layer from the Layers panel to the Delete icon [layer name] from the Layers panel menu.

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• To delete multiple layers, hold Ctrl (Windows) or Command (Mac

Then drag the layers from the Layers panel to the Delete icon or choose Delete Layers from the Layers panel menu.

• To delete all empty layers, choose Delete Unused Layers in the Layers panel menu.

• To delete an object on a layer, select the object in the Layers panel, and then click the Delete icon.

Merge layers in a document

You can reduce the number of layers in a document without deleting any objects by merging layers. When you merge layers, objects from all selected layers are moved to the target layer. Of the layers you merge, only the target layer remains in the document; the other selected layers are deleted. You can also flatten a document by merging all layers.

Note:

If you merge layers containing a mix of page objects and master items, the master items move to the back of the resulting merged layer.

1 In the Layers panel, select any combination of layers. Be sure to include the layer you want to target as the merged layer. If you’re flattening the document, select all layers in the panel.

2 Click any selected layer to make it the target layer, indicated by the pen.

3 Choose Merge Layers in the Layers panel menu.

You can also merge identically named layers for exporting a book to PDF.

More Help topics

“ Prepare layers before exporting a book to PDF ” on page 502

Laying out frames and pages

For detailed information and instructions, click the links below.

About paths and frames

You can draw objects in a document and use them as paths or as frames. Paths are vector graphics like those you create in a drawing program such as Adobe Illustrator®. Frames are identical to paths, with only one difference—they can be containers for text or other objects. A frame can also exist as a placeholder —a container without contents. As containers and placeholders, frames are the basic building blocks for a document’s layout.

A B C

Paths and frames

A. Path B. Frame as graphic container C. Frame with placed graphic

You can draw both paths and frames using tools in the Toolbox. You can also create frames by simply placing

(importing) or pasting contents into a path.

Note: In QuarkXPress, paths are referred to as lines, and frames are referred to as boxes.

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Because a frame is just a container version of a path, you can do anything to a frame that you can do to a path, such as add a color or a gradient to its fill or stroke, or edit the shape of the frame itself with the Pen tool. You can even use a frame as a path, or a path as a frame, at any time. This flexibility makes it easy to change your design and provides a wide range of design choices.

Frames can contain text or graphics. A text frame determines the area to be occupied by text and how text will flow through the layout. You can recognize text frames by the text ports in their respective upper left and lower right corners.

A graphics frame can function as a border and background, and can crop or mask a graphic. When acting as an empty placeholder, a graphics frame displays a crossbar.

Text frame (left) and empty graphics frame (right)

If you don’t see the crossbar inside an empty graphics frame, the frame edges display may be turned off.

More Help topics

“ Understanding paths and shapes ” on page 340

Show or hide frame edges

Unlike paths, you can see the nonprinting strokes (outlines) of frames by default even when the frames aren’t selected.

If the document window is getting crowded, use the Show/Hide Frame Edges command to simplify the screen display by hiding the frame edges. Doing this also hides the crossbar in a graphics placeholder frame. The display setting for frame edges doesn’t affect the display of the text ports on text frames.

Note:

The frame edge is defined as a frame’s stroke, not the outer edge of the stroke’s weight.

❖ Do any of the following:

• To show or hide frame edges, choose View

• To hide frame edges, click Preview Mode at the bottom of the Toolbox.

Using placeholders to design pages

When your final text and graphics are available, you can simply add them to a document; InDesign automatically creates frames when you import them (unless you’re importing text or graphics directly into existing frames).

However, when you don’t have the content yet or you want to block out the design before adding text and graphics, you can use frames as placeholders.

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Types of placeholders

Graphics frame placeholder

Text frame placeholder

For example, you might use any of these strategies:

• Draw text frames using the Type tool, and draw graphics frames using the drawing tools. Thread empty text frames together so that importing final text takes just one step.

• Draw empty placeholder shapes using drawing tools. When you’re ready to start designating areas for text and graphics, redefine the placeholders as either text or graphics frames.

• Set frame fitting options for a placeholder frame so that when you place an image in the frame, the image is cropped and fit accordingly.

More Help topics

“ Use document templates ” on page 104

“ Draw a placeholder shape ” on page 344

“ Set frame fitting options ” on page 433

Redefine the purpose of paths and frames

• To use a path or text frame as a graphics placeholder frame, select a path or an empty text frame, and then choose

Object > Content > Graphic.

• To use a path or graphics frame as a text placeholder frame, select a path or an empty graphics frame, and then choose Object > Content > Text.

• To use a text or graphics frame as a path only, select an empty frame, and then choose Object > Content >

Unassigned.

Note:

When a frame contains text or graphics, you cannot redefine it using the Object > Content menu. However, if you replace a graphic with text, the content type is automatically redefined.

About automatic layout adjustment

If you use the Document Setup or Margins and Columns commands to make changes to an existing layout, such as altering column widths or page orientation, you could spend considerable time and effort in rearranging objects to fit the new layout. The Layout Adjustment feature can do much of that work automatically. For example, you can quickly reformat a wide four-column document designed for an A4-size page to a tall two-column format on a U.S. legal-size page. With Layout Adjustment, text and graphics frames are moved and resized as necessary based on the new relative positions of column guides, page margins, and page edges.

Note:

Dragging column guides does not trigger layout adjustment.

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The Layout Adjustment feature produces more predictable results when a layout is tightly based on a framework of margins, page columns, and ruler guides, and where objects are snapped to guides. Results are less predictable when objects don’t adhere to margins, columns, and guides, or when extraneous ruler and column guides clutter a page.

Layout adjustment is not affected by the document grid or the baseline grid.

Page designed vertically, for print (left); page orientation changed for on-screen viewing, with layout automatically refitted by the Layout

Adjustment feature (right)

You can modify the rules in the Layout Adjustment dialog box. The Layout Adjustment feature attempts to approximate the proportions of the old layout in the new layout by doing the following:

• Adding or removing column guides, if the new layout specifies a different number of columns.

• If the page size changes, moving ruler guides to maintain proportional distances from page edges, margins, or column guides.

• Moving objects already aligned to any margin, column, bleed/slug, or ruler guide, or to any two guides perpendicular to each other, so that the objects stay with those guides if the guides move during layout adjustment.

Also, objects already aligned to any page edge or to any page edges perpendicular to each other are moved.

• Proportionally resizing objects already aligned to two parallel margin, column, bleed/slug, or ruler guides or to guides on three sides, so that the objects stay with those guides if the guides move during layout adjustment. Also, objects aligned to two parallel page edges or to page edges on three sides are moved.

• Maintain the relative position of objects that are anchored to the text as specified in the Anchored Object Options dialog box.

• Moving objects to keep them in the same relative position on the page, if the page size changes.

Note: Layout Adjustment affects columns inside a text frame differently than it does page columns. If the frame itself is resized by Layout Adjustment and the Fixed Column Width option is not selected in the Object > Text Frame Options dialog box, text frame columns are resized proportionally. If the Fixed Column Width option is selected, columns are added or removed as necessary.

More Help topics

“ Use multiple page sizes ” on page 69

Set options for layout adjustment

Note that changing options in the Layout Adjustment dialog box does not immediately change anything. Layout adjustment is triggered only by changes to page size, page orientation, margins, or column settings, or when a new master is applied. When you want to restore a layout to its previous state, you must undo the action that triggered the layout adjustment.

Choose Layout > Layout Adjustment.

Select Enable Layout Adjustment.

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Layout Adjustment options

Enable Layout Adjustment Select this option so that layout adjustment will occur whenever you change page size, page orientation, margins, or columns.

Snap Zone Type a value to specify how near an object must be to the closest margin guide, column guide, or page edge to snap to that element during layout adjustment.

Allow Graphics And Groups To Resize Select this option to let the Layout Adjustment feature scale graphics, frames, and groups. When deselected, graphics and groups can be moved by Layout Adjustment, but not resized.

Allow Ruler Guides To Move Select this option when you want ruler guides to be repositioned by the Layout

Adjustment feature.

Ignore Ruler Guide Alignments Select this option when ruler guides are not well positioned for layout adjustment.

Objects will still align to column and margin guides and to page edges.

Ignore Object And Layer Locks Select this option when you want the Layout Adjustment feature to reposition objects that are locked individually, or locked as a result of being on a locked layer.

Numbering pages, chapters, and sections

For detailed information and instructions, click the links below.

Add basic page numbering

You can add a current page number marker to your pages to specify where a page number sits on a page and how it will look. Because a page number marker updates automatically, the page number it displays is always correct—even as you add, remove, or rearrange pages in the document. Page number markers can be formatted and styled as text.

Add a page number marker to a master page

Page number markers are commonly added to master pages. When master pages are applied to document pages, the page numbering is updated automatically, similar to headers and footers.

year, be sure you ur mailing list so be kept abreast iting excursions

Page number on master A (left) and page 5 based on same master (right)

If the automatic page number is on a master page, it displays the master page prefix. On a document page, the

1 In the Pages panel, double-click the master page to which you want to add your page number. To create master

pages, see “ Create masters ” on page 71.

2 Create a new text frame large enough to hold the longest page number and any text you want to appear next to it.

Position the text frame where you want the page number to appear.

If your document has facing pages, create separate text frames for the left and right master pages.

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In the page number text frame, add any text that will come before or after the page number (such as “Page “).

Position the insertion point where you want the page number to appear, and then choose Type > Insert Special

5 Apply the master page to the document pages on which you want the page numbering to appear. To apply master

pages, see “ Apply master pages ” on page 73.

To remove the page number from the first page in the document, you have two options. Either apply a different or the

None master, or override and delete the master text frame on the document page. Ctrl/Cmd+Shift-click a master text frame to override it.

Change the page numbering style

By default, pages are numbered using Arabic numerals (1, 2, 3...); however, you can number pages using upper or lowercase Roman (i, ii, iii...) or alphanumeric (a, b, c...) numbering. You can also number pages using preceding zeros.

Each part of the document that uses a different numbering style is called a section . For more information on sections,

see “ Define section numbering ” on page 91.

Use the Numbering & Section Options dialog box to change the page numbering style to use a different format. You can also use this dialog box to restart page numbering or to start page numbering at a number you specify.

In the Pages panel, select the page where you want the new numbering style section to begin.

Choose Layout > Numbering & Section Options.

Specify options, and then click OK. See “ Document numbering options ” on page 92.

A section indicator icon appears above the page icon in the Pages panel, indicating the start of a new section.

Note:

If a number or letter appears before the current page number you inserted, it means a section prefix is included. If you don’t want this prefix, deselect Include Prefix When Numbering Pages in the Numbering & Section Options dialog box.

Common page numbering tasks

InDesign offers several different features that help you create page numbering effects.

To do this:

Add page numbering to documents in a book.

Add section numbers and chapter numbers.

Do this:

See “ Number pages, chapters, and paragraphs in a book ” on page 317.

See “ Add section and chapter numbering ” on page 89.

Create running headers or running footers that use text variables such as the create date, filename, or the current heading or title.

See “ Create headers and footers ” on page

93 and “ Text variables ” on page 95.

Create a “Page x of y ” effect in which x is the current page and y is the total number of pages.

Insert a Current Page Number marker for x , and insert the Last Page

Number text variable for y (choose Type > Text Variables > Insert Variable >

Last Page Number).

Create a “Continued on page x ” story jump.

See “ Add automatic page numbers for story jumps ” on page 94.

Add section and chapter numbering

Determine what kind of numbering you want to use for your document or book. For long documents, you can assign chapter numbers. Each document can be assigned only one chapter number. If you want to use different numbering within a document, you can define ranges of pages as sections; these sections can be numbered differently. For example, the first ten pages of a document (the front matter) might use Roman numerals, and the rest of the document might use Arabic numerals.

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A single InDesign document can contain up to 9,999 pages, but page numbers can be as large as 99,999. (For example, you can correctly number a 100-page document that starts on page 9,949.) By default, the first page is a recto (right) change the first page number to an even number, the first page becomes a verso (left) page.

For information on creating basic page numbering in a document, see “ Add basic page numbering ” on page 88.

More Help topics

“ Number pages, chapters, and paragraphs in a book ” on page 317

Add an automatically updated chapter number

You can add a chapter number variable to your document. Like page numbers, chapter numbers can be updated automatically and formatted and styled as text. A chapter number variable is commonly used in documents that are part of a book. A document can have only one chapter number assigned to it; if you want to divide a single document into chapters, you can create sections instead.

Note: Chapter numbers cannot be included as a prefix in a generated index or table of contents (such as 1-3, 1-4, and so on). If you want chapter numbers to be included as prefixes, use section prefixes instead of chapter numbers.

1 If necessary, create a text frame where you want a chapter number to appear. If you want a chapter number to appear on several pages, create the text frame on a master page, and apply that master page to the document pages.

In the chapter number text frame, add any text that will come before or after the chapter number.

Place the insertion point where you want the chapter number to appear, and then choose Type > Text Variables >

You can update the starting number and format of chapter numbering by choosing Layout > Numbering & Section

Options.

Add an automatically updated section marker

Define sections in your document. (See “ Define section numbering ” on page 91.)

2 On a page or master that you’re using in a section, drag the Type tool to create a text frame large enough for the section marker text, or click in an existing frame.

On master page A, section marker (left) and section marker with page number marker inserted (right)

Change the format of page and chapter numbering

1 Choose Layout > Numbering & Section Options.

Under Page Numbering or Document Chapter Numbering, select a new number format for Style. (See “ Document numbering options ” on page 92.)

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Define section numbering

By default, page and chapter numbers in a book are numbered consecutively. Using Numbering & Section Options, you can restart page numbering at a specified page, add prefixes to page numbers, and change the numbering style of both pages and chapters.

You can define a section prefix to label section pages automatically. For example, if you specify A– for Section Prefix on page 16 of a document and include the section prefix, the page will appear in the table of contents or index as A–

Marker.

Pages panel

Section indicator icon shows start of section

Page number is changed for new section

Status bar displays document length

More Help topics

“ Add basic page numbering ” on page 88

“ Number pages, chapters, and paragraphs in a book ” on page 317

Define sections in a document

1 In the Pages panel, select the first page in the section you want to define.

Choose Layout > Numbering & Section Options, or choose Numbering & Section Options in the Pages panel.

If you’re changing the numbering options for any page other than the first page of the document, make sure that

Start Section is selected. This option marks the selected page as the beginning of a new section.

As necessary, specify the numbering and section options (see “ Document numbering options ” on page 92), and

A section indicator icon appears above the page icon in the Pages panel, indicating the start of a new section.

5 To end the section, repeat the section numbering steps on the first page that follows the section.

Edit or remove section numbering

1 In the Pages panel, double-click the section indicator icon that appears above the page icon in the Pages panel.

Or, select a page that uses a section marker, and choose Numbering & Section Options in the Pages panel menu.

• To change the style or starting number, change section and numbering options.

• To remove a section, deselect the Start Section option.

To quickly identify a section in the Pages panel, position the pointer precisely over any section indicator icon . A tool tip appears, displaying the starting page number or section prefix.

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Display absolute or section numbering in the Pages panel

The Pages panel can display absolute numbering (labeling all pages with consecutive numbers, starting at the first page of the document) or section numbering (labeling pages by section, as specified in the Section Options dialog box).

Changing the numbering display affects how pages are indicated in the InDesign document, as in the Pages panel and in the page box at the bottom of a document window. The numbering display also affects how you specify page ranges when printing and exporting the document. However, the numbering display does not change the appearance of page numbers on document pages.

Choose Edit > Preferences > General (Windows) or InDesign OS).

For Page Numbering, choose a numbering method in the View menu.

B B

6–7 8

B B

2–3 4

Document numbering options

You can change document numbering options when you select a document page (not a master page) and choose

Layout > Numbering & Section Options. You can also change these options when you choose Document Numbering

Options from the Book panel menu.

Automatic Page Numbering Select if you want the page numbers of the current section to follow the numbering of the previous section. Using this option, the page numbers in the document or section update automatically when you add

Start Page Numbering At Type the starting number for your document or for the first page of the current section. For example, if you want to restart the numbering for a section, type 1 . The remaining pages in the section will be renumbered accordingly.

Note: If you chose a non-Arabic page-numbering style (such as Roman numerals), you still must type an Arabic numeral in this box.

Section Prefix Type a label for the section. Include the spaces or punctuation you want to appear between the prefix and the page number (for example, A–16 or A 16). The prefix is limited to eight characters.

You cannot enter a blank space by pressing the spacebar—copy and paste a fixed-width space character from the

document window instead. Note that plus (+) or comma (,) symbols cannot be used in section prefixes. (See “ Insert white space characters ” on page 182.)

Style (Page Numbering) Choose a page-numbering style from the menu. The style applies to all pages in this section only.

Section Marker Type a label that InDesign inserts on the page at the location of a section marker character that appears

Include Prefix When Numbering Pages Select if you want the section prefix to appear when you generate a table of contents or index, or when you print pages that contain automatic page numbers. Deselect this option to display the section prefix in InDesign but hide the prefix in the printed document, index, and table of contents.

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A B

Section prefix in document window

A. Section prefix in the page box at the bottom of the document window B. Section marker and prefix on the page itself

Style (Document Chapter Numbering) Choose a chapter-numbering style from the menu. This chapter style is used throughout the document.

Automatic Chapter Numbering Select this option to number chapters sequentially in a book.

Start Chapter Numbering At Specify the starting number of the chapter numbering. This option is useful if you don’t want chapters to be numbered sequentially in the book.

Same As Previous Document In The Book The same chapter number as the previous document in a book is used. Select this option if the current document is part of the same chapter as the previous document in a book.

Create headers and footers

Headers and footers run through the top and bottom of the pages in your document, providing important background

information. To create a simple header or footer that includes page numbering, see “ Add basic page numbering ” on page 88.

Headers and footers can include such items as page, chapter, or section numbers; title or heading text; the author’s name; and the document’s filename and creation or modification date.

You can add many of these items by using text variables. InDesign includes several preset variables, such as Creation

Date and File Name. You can modify these variables, and you can create your own. For example, you can create a variable that displays the first use of a Heading paragraph style in the header or footer. Once you create or edit the variables you need, you assemble them on the master page to create your header and footer, and then you apply the master page to the appropriate document pages.

Playing to Strengths

226

1991-2007 * Playing to Strengths

<Footer Date>

* <Footer Variable>

Using page numbers and variables to create a footer

Footer variable inserted on master page

Variable text on document page that grabs text from the first heading on the page

For a video tutorial on creating headers and footers, see www.adobe.com/go/vid0078 .

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More Help topics

“ Master pages ” on page 70

“ Text variables ” on page 95

Create a header or footer on a master page

If necessary, create or edit the variables you want to use in your header or footer. (See “ Create variables for running headers and footers ” on page 94.)

2 Go to the master page where you want to add the header or footer.

The header or footer will appear on any document page to which the master page is applied.

3 Create a text frame large enough to include all the header or footer information. Place the text frame above or below where the content of the document pages will appear.

Add text, page numbers, and variables as needed.

Apply the master page to document pages where you want the header or footer to appear.

If necessary, create headers and footers for additional master pages.

Create variables for running headers and footers

By default, the Running Header variables insert the first occurrence (on the page) of the text to which the specified style is applied. Running Header variables are especially useful for displaying the current heading or title in the header or footer.

1 If your content is not already formatted, create and apply the paragraph style or character style for the text you want to appear in the header (such as a title or heading style).

Choose Type > Text Variables > Define.

Click New, and then type a name for the variable.

4 From the Type menu, choose Running Header (Paragraph Style) or Running Header (Character Style).

5 Specify the following options:

Style Choose the style to display in your header or footer.

Use Decide whether you want the first or last occurrence of the style that’s applied on the page. First On Page is the first paragraph (or character) that begins on a page. If there is no occurrence of the style on the page, the previous occurrence of the applied style is used. If there is no previous occurrence in the document, the variable is empty.

Delete End Punctuation If selected, the variable displays the text minus any end punctuation (periods, colons, exclamation points, and question marks).

Change Case Select this option to change the case of the text that appears in the header or footer. For example, you may want to use sentence case in your footer, even though the heading on the page appears in title case.

6 Click OK, and then click Done in the Text Variables dialog box.

You can now insert the variable in a header or footer you create on the master page.

You can easily maintain the jump lines of stories that continue to other pages, such as a line that says “Continued on page 42.” Use a jump line page number to automatically update the number of the page containing a story’s next or previous threaded text frame when you move or reflow the story’s threaded text frames.

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Usually the jump line page number should be in a separate text frame from the story it tracks. That way, the jump line page number remains in position even if the story’s text reflows.

If you insert a Current Page Number character in the Find/Change dialog box, jump line page numbers can also be found.

With the Type tool, drag to create a new text frame where you want the jump line to appear.

With the Selection tool , position the new text frame so that it touches or overlaps the frame containing the story you want to track.

95 continued on page 42

Make sure text frame touches or overlaps the story you want it to track.

3 Select the Type tool and click an insertion point in the new text frame. Then type the text that you want to appear before the page number, such as “Continued on” or “Continued from”.

4 Then choose Type > Insert Special Character > Marker and one of the following options:

Next Page Number Inserts the number of the page containing the story’s next frame. Use this character when creating a “continued on” jump line.

Previous Page Number Inserts the number of the page containing the story’s previous frame. Use this character when creating a “continued from” jump line.

The page number automatically updates to reflect the current location of the next or previous frame of the story.

5 To prevent the story from being moved without its jump line, Shift-select the frames with the Selection tool, then choose Object > Group.

6 If necessary, repeat this procedure to add more jump lines.

Note:

If an unwanted character appears at the beginning of the page number (so that, for example, a jump line reads

“Cont’d on page A16” instead of “Cont’d on page 16”), you probably included a section prefix in the Numbering & Section

Options dialog box. Turn off or edit the prefix.

More Help topics

“ Cross-references ” on page 541

Text variables

Create and edit text variables

A text variable is an item you insert in your document that varies according to the context. For example, the Last Page

Number variable displays the page number of the last page of the document. If you add or remove pages, the variable is updated accordingly.

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InDesign includes several preset text variables that you can insert in your document. You can edit the format of these variables, or you can create your own. Some variables, such as Running Header and Chapter Number, are especially useful for adding to master pages to ensure consistent formatting and numbering. Other variables, such as Creation

Date and File Name, are useful for adding to the slug area for printing.

Note: Adding too much text to a variable may cause overset or compressed text. Variable text does not break across lines.

More Help topics

“ Create headers and footers ” on page 93

Create or edit text variables

The options available for creating the variable depend on the type of variable you specify. For example, if you choose the Chapter Number type, you can specify text to appear both before and after the number, and you can specify the numbering style. You can create several different variables based on the same variable type. For example, you can create one variable that displays “Chapter 1” and another that displays “Ch. 1.”

Similarly, if you choose the Running Header type, you can specify which style is used as the basis for the header, and you can select options for deleting end punctuation and changing the case.

1 If you want to create text variables for use in all new documents you create, close all documents. Otherwise, the text variables you create appear only in the current document.

Choose Type > Text Variables > Define.

Click New, or select an existing variable and click Edit.

Type a name for the variable, such as “Full Chapter” or “Running Title.”

From the Type menu, choose a variable type, specify the options for that type, and then click OK.

Different options are available depending on the variable type you select.

Text Before / Text After For all variable types (except Custom Text), you can specify text that will be added before or after the variable. For example, you can add the word “of” before the Last Page Number variable and the phrase

“total pages” after the variable to create an “of 12 total pages” effect. You can also paste text into the boxes, but special characters such as tabs and auto page numbers are stripped out. To insert special characters, click the triangle to the right of the text box.

Style For all numbered variable types, you can specify the numbering style. If [Current Numbering Style] is selected, the variable uses the same numbering style selected in the document’s Numbering & Section Options dialog box.

Variable types

Chapter Number

A variable created with the Chapter Number type inserts the chapter number. You can insert text before or after the chapter number, and you can specify a numbering style.

If the document’s chapter number is set to continue from the previous document in the book, you may need to update the book’s numbering in order for the appropriate chapter number to appear.

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Creation Date, Modification Date, and Output Date

Creation Date inserts the date or time the document is first saved; Modification Date inserts the date or time the document was last saved to disk; Output Date inserts the date or time the document starts a print job, exports to PDF, or packages the document. You can insert text before and after the date, and you can modify the date format for all date variables.

Date Format You can type date formats directly into the Date Format box, or you can choose format options by clicking the triangle to the right of the box. For example, the date format “MM/dd/yy” displays as 12/22/07. By changing the format to “MMM. d, yyyy” the date will display as Dec. 22, 2007.

Date variables use the language applied to text. For example, the creation date may appear in Spanish text as “01 diciembre 2007” and in German as “01 Dezember 2007.” s ss m mm a z or zzzz

Abbreviation

MMM

MMMM d dd

E h hh

EEEE yy or YY y (Y) or yyyy (YYYY)

G or GGGG

Description

Month number, no leading zero

Month number, leading zero

Abbreviated month name

Full month name

Day number, no leading zero

Day number, leading zero

Weekday name, abbreviated

Full weekday name

Year number, last two digits

Full year number

Era, abbreviated or expanded

Hour, no leading zero

Hour, leading zero

Hour, no leading zero, 24-hour format

Hour, leading zero, 24-hour format

Minute, no leading zero

Minute leading zero

Second, no leading zero

Second, leading zero

AM or PM, two characters

Time zone, abbreviated or expanded

Example

Aug

August

Fri

Friday

2007

AD or Anno Domini

PST or Pacific Standard Time

File Name

This variable inserts the name of the current file into the document. It’s commonly added to the slug area of the document for printing or used in headers and footers. In addition to Text Before and Text After, you can choose the following options.

Include Entire Folder Path Select to include the full folder path with the file name. The standard path conventions for

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Include File Extension Select to include the file name extension.

The File Name variable is updated whenever you save the file with a new name or to a new location. The path or extension does not appear in the document until it’s saved.

Image Name

The Image Name variable is useful for generating automatic captions from metadata. The Image Name variable includes a Metadata Caption variable type. If a text frame containing this variable is adjacent to or grouped with an image, the variable displays the metadata of that image. You can edit the Image Name variable to determine which metadata field is used.

See “ Define caption variables ” on page 240.

Last Page Number

The Last Page Number type is useful for adding the total number of pages in a document to headers and footers using the common “Page 3 of 12” format. In this case, the number 12 is generated by the Last Page Number, and it’s updated whenever pages are added or removed. You can insert text before or after the last page number, and you can specify a numbering style. From the Scope menu, choose an option to determine whether the last page number in the section or document is used.

Note that the Last Page Number variable does not count the pages in the document.

Running Header (Paragraph or Character Style)

The Running Header variables insert the first or last occurrence on the page of the text to which the specified style is applied. If no text on the page is formatted with the specified style, the text from a previous page is used.

See “ Create variables for running headers and footers ” on page 94.

Custom Text

This variable is commonly used for inserting placeholder text, or a text string that may need to be changed quickly. For example, if you’re working on a project that uses a code name for a company, you can create a custom text variable for the code name. When you are able to use the real company name, you can simply change the variable to update all the occurrences.

To insert special characters in a text variable, click the triangle to the right of the text box.

Insert text variables

1 Place the insertion point where you want the variable to appear.

2 Choose Type > Text Variables > Insert Variable, and then choose the variable you want to insert.

The variable appears on the page as if you’d typed it in the document. For example, the Creation Date variable might appear as December 22, 2007. If you choose Type > Show Hidden Characters, the variable instance is surrounded by a box using the current layer color.

Note:

Text variables do not break across lines.

Delete, convert, and import text variables

Use the Text Variables dialog box to delete, convert, and import text variables.

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Delete text variables

If you want to delete an instance of a text variable inserted in a document, simply select the variable and press

Backspace or Delete. You can also delete the variable itself. When you do so, you can decide how to replace the variables inserted in the document.

1 Choose Type > Text Variables > Define.

Select the variable, and then click Delete.

Specify how the variable will be replaced by specifying a different variable, converting the variable instances to text, or deleting the variable instances altogether.

Convert text variables to text

• To convert a single instance, select the text variable in the document window, and then choose Type > Text

Variables > Convert Variable To Text.

• To convert all instances of the text variable in the document, choose Type > Text Variables > Define, select the variable, and then click Convert To Text.

Import text variables from another document

1 Choose Type > Text Variables > Define.

2 Click Load, and then double-click the document that has the variables you want to import.

3 In the Load Text Variables dialog box, make sure that a check mark appears next to the variables you want to import. If any existing variable has the same name as one of the imported variables, choose one of the following options under Conflict With Existing Text Variable, and then click OK:

Use Incoming Definition Overwrites the existing variable with the loaded variable and applies its new attributes to all text in the current document that used the old variable. The definitions of the incoming and existing variables are displayed at the bottom of the Load Text Variables dialog box so that you can view a comparison.

Auto-Rename Renames the loaded variable.

4 Choose OK, and then click Done.

You can also copy variables to other documents when you synchronize a book file.

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Working with files and templates

Open InDesign documents

In general, you open document and template files the same way you do in other programs. When you open an

InDesign template, it opens as a new, untitled document by default. Document files use the extension .indd, template files use the extension .indt, snippet files use the extension .idms, library files use the extension .indl, interchange files use the extension .inx, markup files use the extension .idml, and book files use the extension .indb.

files, InDesign Markup (.idml) files, Adobe PageMaker 6.0 and later, QuarkXPress 3.3 and 4.1, and QuarkXPress

Passport 4.1 files. In addition, other software vendors may make plug-in software that lets you open other file formats.

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More Help topics

“ Save backwards to the previous InDesign ” on page 107

“ Add documents to a book file ” on page 313

“ Hyphenation and spelling dictionaries ” on page 185

Use the Open command

2 Do one of the following, and then click Open:

• Select Normal (Windows) or Open Normal (Mac copy of a template.

• Select Original (Windows) or Open Original (Mac

• Select Copy (Windows) or Open Copy (Mac

3 If a warning message appears telling you that the color settings in the document are different from the color settings

Note: Color warning messages are off by default, but you can show warnings if you change the default settings in the

Color Settings dialog box (Edit > Color Settings.)

4 If a warning message appears telling you that the document contains missing fonts, do one of the following:

• Click

• Click Find Font to search for and list fonts used throughout your document.

For more information on finding missing fonts, see “ Find and change fonts ” on page 174.

5 If a warning message appears telling you that the document contains missing or modified links, use the Links panel

to fix the links. See “ Update, restore, and replace links ” on page 392.

Open recent document

❖

To specify how many recent documents are displayed, choose Edit > Preferences > File Handling (Windows), or

> Preferences > File Handling, and then specify a number for Number Of Recent Items To Display. The maximum number is 30.

Choosing word lists when opening documents

When opening a document, you may see an alert message asking if you want to use the word list in the document or an exception word list in the user dictionary. An exception word list includes words that were added to the User

Dictionary while the document was worked on. If you know which exception word list you use, click its button. If you’re not sure, click either button, choose Edit > Spelling > Dictionary to inspect the word lists, and then, if necessary, choose Edit > Preferences > Dictionary (Windows) or InDesign OS) to reset the

word list used for composition. See “ Hyphenation and spelling dictionaries ” on page 185.

Convert earlier versions of InDesign documents

❖

Keep in mind the following points:

• If you used third-party plug-ins to create an earlier version of a document, check with the manufacturer to make

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• When you convert a document, you may see an

the user dictionary or the one in the document. For information about this alert message, see “ Choosing word lists when opening documents ” on page 102.

• Library files created in earlier versions of InDesign will open and convert in InDesign locked. You have to specify a name and location for the converted library files; the default naming convention is filename-X .indl.

• InDesign

update InDesign CS4 with special plug-ins that let you open the IDML file. (See “ Save backwards to the previous

InDesign ” on page 107.)

If you’re experiencing problems with a document that was created in a previous version of InDesign, use the Export dialog box in InDesign CS5 to save the document in InDesign Markup (IDML) format. Then open the IDML file and save it as an InDesign document.

More Help topics

“ Save backwards to the previous InDesign ” on page 107

“ Plug-ins ” on page 651

Using Adobe Bridge with InDesign

Adobe Bridge is a cross-platform application included with Adobe Creative Suite components that helps you locate, organize, and browse the assets you need to create print, web, video, and audio content. You can start Adobe Bridge from any Creative Suite component (except Adobe Acrobat®), and use it to access both Adobe and non-Adobe asset types.

From Adobe Bridge, you can:

• Manage image, footage, and audio files: Preview, search, sort, and process files in Adobe Bridge without opening individual applications. You can also edit metadata for files, and use Adobe Bridge to place files into your documents, projects, or compositions.

• View the links inside an InDesign document as thumbnails while in Adobe Bridge, without actually having to open the InDesign document in InDesign.

• Drag assets from Adobe Bridge into the InDesign document window, or drag assets from the document window

into Adobe Bridge to create snippets. See “ Use snippets ” on page 396.

• Perform automated tasks, such as batch commands.

• Synchronize color settings across color-managed Creative Suite components.

• Start a real-time web conference to share your desktop and review documents.

More Help topics

“ Reusing graphics and text ” on page 396

Adobe Version Cue

Creative Suite. Adobe continues to invest in asset management enablement through open industry standards and partnerships. For more information, see www.adobe.com/go/learn_vc_end_en .

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Use document templates

Templates are useful starting points for standard documents because you can preset them with layout, graphics, and text. For example, if you prepare a monthly magazine, you can create a template that contains the layout of a typical issue, including ruler guides, grids, master pages, custom styles and swatches, placeholder frames, layers, and any standard graphics or text. That way you can simply open the template each month and import new content.

You create a template the same way you create a regular document; the only difference occurs when you save the document. When you prepare a template for others to use, you may want to add a layer containing instructions about

the template; hide or delete the layer before printing the document. See “ Layers ” on page 78.

More Help topics

“ Designing calendars and business cards from templates ” on page 105

Save a document as a template

Start a new document from a template

Locate and select a template.

4 Save the new document with its own name.

Edit an existing template

Locate and select a template.

Reviewing InDesign documents

Adobe offers several methods for reviewing InDesign documents.

Tracking editing changes

As you or another person edits text, InDesign highlights added text and strikes through deleted text when Track

Changes is turned on. Use the Story Editor to view changes. The document owner can go through the edits and accept

or reject changes. See “ Tracking and reviewing changes ” on page 193.

Using Acrobat to review a PDF file

You can export the InDesign document to PDF and use Adobe Acrobat to set up an e-mail review or a shared review on Acrobat.com or another server. Reviewers can add comments using the Sticky Note tool and other markup methods. The document owner can then go through the PDF review comments and edit the original InDesign document. For more information, see Acrobat Help.

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Using CS Review

CS Review is an online subscription service that lets you share your designs on the web so that others can provide immediate feedback. When you create a review using the CS Review panel, you upload one or more snapshots of the file to the Acrobat.com workspace. Reviewers can then add comments.

When you create a review, you can divide the review into parts that offer separate areas for review commenting. A review can consist of parts from different files and applications. As the review progresses, you can add and remove review parts as part of a dynamic review process.

Designing calendars and business cards from templates

One way to create a calendars, business cards, resumes or CVs, and other specialized documents is to use templates.

Adobe provides several templates at the Adobe Marketplace and Exchange site: www.adobe.com/go/exchange

Use search to locate additional resources for specialty documents.

More Help topics

“ Use document templates ” on page 104

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Saving documents

Save documents

Saving a document saves the current layout, references to source files, which page is currently displayed, and the zoom level. Protect your work by saving often. You can save a file as any of the following:

• A regular document.

• A copy of the document, which creates a duplicate of the document under a different name, leaving the original document active.

• A template, which normally opens as an untitled document. A template can contain settings, text, and graphics that you preset as a starting point for other documents.

Saving a document also updates the metadata (or file information) that is part of the InDesign document. This metadata includes a thumbnail preview, fonts used in the document, color swatches, and all metadata in the File

Info dialog box, all of which enable efficient searching. For example, you might want to search for all documents that use a particular color.

You can view this metadata in Bridge and in the Advanced area of the File Info dialog box. You can control whether to update the preview when you save by using a preference setting. The other metadata (fonts, colors, and links) are updated whenever you save a document.

The Save, Save As, and Save a Copy commands store documents in the InDesign file format. For information about storing documents in other file formats, see the Index.

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If you’re saving a document in order to bring it to a prepress service provider for final output, InDesign can

automatically collect all necessary files, such as linked graphics and fonts, in one folder. (See “ Package files ” on page 621.)

❖ Do one of the following:

• To save a document under a new name, choose File newly named file becomes the active document. Using the Save As command might reduce the file size.

• To save an existing document under the same name, choose File

• To save all open documents to their existing locations and filenames, press Ctrl+Alt+Shift+S (Windows) or

• To save a copy of a document under a new name, choose File click Save. The saved copy does not become the active document.

Important: To avoid problems, avoid reserved characters that have special meanings in some operating systems. For example, avoid filenames with spaces, tabs, or initial periods, or filenames that use these characters: / \ : ; * ? < > , $ %.

Similarly, avoid using characters with accents (such as ü, ñ, or é), even when using a non-English version of InDesign.

Problems may occur if the file is opened in a different platform.

If you have frequently work with several documents open at the same time and want to save them all at once, use a keyboard shortcut. Choose Edit > Keyboard Shortcuts, choose Views, Navigation from the Product Area menu, and select Save All in the Commands list. You can then edit or add a shortcut. You can use Quick Apply to specify the Save

All command.

More Help topics

“ Save backwards to the previous InDesign ” on page 107

“ Use document templates ” on page 104

“ Recover documents ” on page 42

“ Print thumbnails ” on page 609

Include previews in saved documents

Thumbnail previews of documents and templates provide easy identification of those files in Adobe Bridge and Adobe

Mini Bridge. A preview is created when you save a document or template. A document preview includes a JPEG image of only the first spread; a template preview includes a JPEG image of each page in the template. You can control the size of the preview and the number of pages to suit your needs. For example, Extra Large 1024x1024 enables you to quickly scan the contents of a page at high-resolution before you open the file.

You can enable the option in Preferences or in the Save As dialog box. Because previews increase both file size and the time it takes to save the document, you may prefer to enable the option on demand using the Save As dialog box.

1 Do one of the following:

• To include a preview every time you save a document, choose Edit > Preferences > File Handling (Windows) or

> Preferences OS).

• To include a preview for a specific document, choose File

2 Select Always Save Preview Images With Documents.

3 If you are setting the preview using the Preferences dialog box, choose the number of preview pages from the Pages menu, and choose an option from the Preview Size menu.

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Note: Selecting the preview option in the Save As dialog box also selects the option in the Preferences dialog box, and uses the default Pages and Preview Size settings.

Save an InDesign Markup (IDML) document

In some cases you may want to save an InDesign in interchange markup format. It’s especially useful to save in this format when you open a QuarkXPress or PageMaker publication in InDesign, when you open a document created in a previous version of InDesign, or when you’re experiencing problems with your document, such as not being able to delete color swatches.

3 Click Save.

You can open the saved IDML file in InDesign CS5 and InDesign CS4 but not in any previous version of InDesign.

For information on using IDML for development purposes, see www.adobe.com/go/learn_id_indesignmarkup_cs4_en .

Save backwards to the previous InDesign version

the InDesign Markup Language (IDML). (The IDML format replaces the Interchange INX format used for saving backwards in previous versions.)

Second, make sure that the computer running InDesign CS4 is updated with the appropriate plug-ins so that it can open the exported IDML file. The person running InDesign CS4 can obtain the compatibility plug-ins by choosing

Help Product updates page on the Adobe website, and choose to the InDesign from the product list.

Opening a document in a previous version of InDesign is also referred to as “saving down.”

Note:

Content created using features specific to InDesign in InDesign CS4.

3 Click Save.

You can open the .idml file in InDesign CS4 to convert it to an untitled InDesign document.

Note:

To open the InDesign CS5 document in InDesign CS3, open the exported IDML file in InDesign CS4, save it and export it to InDesign CS3 Interchange (INX), and then open the exported INX file in InDesign CS3. Make sure that all

InDesign versions are up to date.

Work with metadata

Metadata is a set of standardized information about a file, such as author name, resolution, color space, copyright, and keywords applied to it. You can use metadata to streamline your workflow and organize your files.

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About the XMP standard

Metadata information is stored using the Extensible Metadata Platform (XMP) standard, on which Adobe Bridge ,

Adobe Illustrator, Adobe InDesign, and Adobe Photoshop are built. XMP is built on XML, and in most cases the metadata is stored in the file. If it isn’t possible to store the information in the file, metadata is stored in a separate file called a sidecar file . XMP facilitates the exchange of metadata between Adobe applications and across publishing workflows. For example, you can save metadata from one file as a template, and then import the metadata into other files.

Metadata that is stored in other formats, such as Exif, IPTC (IIM), GPS, and TIFF, is synchronized and described with

XMP so that it can be more easily viewed and managed. Other applications and features also use XMP to communicate and store information such as version comments, which you can search using Adobe Bridge.

In most cases the metadata remains with the file even when the file format changes, for example, from PSD to JPG.

Metadata is also retained when files are placed in an Adobe document or project.

You can use the XMP Software Development Kit to customize the creation, processing, and interchange of metadata.

For example, you can use the XMP SDK to add fields to the File Info dialog box. For more information on XMP and the XMP SDK, visit the Adobe website.

Working with metadata in Adobe Bridge and Adobe Creative Suite components

Many of the powerful Adobe Bridge features that allow you to organize, search, and keep track of your files and versions depend on XMP metadata in your files. Adobe Bridge provides two ways of working with metadata: through the Metadata panel and through the File Info dialog box (InDesign) or the Content File Info dialog box (InCopy).

In some cases, multiple views exist for the same metadata property. For example, a property may be labeled Author in one view and Creator in another, but both refer to the same underlying property. Even if you customize these views for specific workflows, they remain standardized through XMP.

Add metadata using the File Info dialog box

The File Info dialog box displays camera data, file properties, an edit history, copyright, and author information of the current document. The File Info dialog box also displays custom metadata panels. You can add metadata directly in the File Information dialog box. Any information you enter in a field overrides existing metadata and applies the new value to all selected files.

2 Select any of the following from the tabs at the top of the dialog box:

Use the Right and Left arrows to scroll the tabs, or click the down-pointing arrow and choose a category from the list.

Description Lets you enter document information about the file, such as document title, author, description, and keywords that can be used to search for the document. To specify copyright information, select Copyrighted from the

Copyright Status pop-up menu. Then enter the copyright owner, notice text, and the URL of the person or company holding the copyright.

IPTC Includes four areas: IPTC Content describes the visual content of the image. IPTC Contact lists the contact information for the photographer. IPTC Image lists descriptive information for the image. IPTC Status lists workflow and copyright information.

Camera Data Includes two areas: Camera Data 1 displays read-only information about the camera and settings used to take the photo, such as make, model, shutter speed, and f-stop. Camera Data 2 lists read-only file information about the photo, including pixel dimensions and resolution

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Video Data Lists information about the video file, including video frame width and height, and lets you enter information such as tape name and scene name.

Audio Data Lets you enter information about the audio file, including the title, artist, bit rate, and loop settings.

Mobile SWF Lists information about mobile media files, including title, author, description, and content type.

Categories Lets you enter information based on Associated Press categories.

Origin Lets you enter file information that is useful for news outlets, including when and where the file was created, transmission information, special instructions, and headline information.

DICOM Lists patient, study, series, and equipment information for DICOM images.

History Displays Adobe Photoshop history log information for images saved with Photoshop. The History tab appears only if Adobe Photoshop is installed.

Illustrator Lets you apply a document profile for print, web, or mobile output.

Advanced Displays fields and structures for storing metadata by using namespaces and properties, such as file format and XMP, Exif, and PDF properties.

Raw Data Displays XMP text information about the file.

3 Type the information to add in any displayed field.

Export metadata as an XMP file

You can save metadata in an XMP file to share with other users. These XMP files can be used as templates for populating InDesign documents and other documents created with XMP-enabled applications. Templates you export are stored in a shared location that all XMP-enabled applications can access. They also appear in the pop-up menu at the bottom of the File Info dialog box.

Choose Export from the pop-up menu at the bottom of the dialog box.

Type a filename, choose a location for the file, and click Save.

To view metadata templates in Explorer (Windows) or the Finder (Mac OS), click the pop-up menu at the bottom of the File Info dialog box and choose Show Templates Folder.

Import metadata from an XMP file

When you import metadata into a document from an exported XMP template file, you can specify whether to clear all metadata in the current document and add the new metadata, keep all but the matching metadata, or add matching metadata to the existing metadata.

❖

• Choose an XMP file from the pop-up menu at the bottom of the dialog box, select an import option, and click OK.

• Choose Import from the pop-up menu at the bottom of the dialog box, select an import option, and click OK. Then double-click the XMP template file you want to import.

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Edit metadata in image files

When you generate captions of placed images in InDesign, the metadata from the placed image is used. Although you can edit the metadata of InDesign documents, you cannot edit the metadata of placed files in InDesign. Instead, change the metadata of placed images using their original applications, using Finder or Explorer, or using Adobe Bridge or

Adobe Mini Bridge.

1 In InDesign, right-click (Windows) or Control-click (Mac OS) the image, and then choose Edit Original.

You can also choose Edit With and then choose an application such as Adobe Illustrator or Adobe Photoshop.

2 In the original application, choose File > File Info.

3 Edit the metadata, and then click OK.

You can also select an image in Adobe Bridge and choose File > File Info to edit the image metadata. See “ Add metadata using the File Info dialog box ” on page 108.

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Converting QuarkXPress and PageMaker documents

Open QuarkXPress files in InDesign

InDesign can convert document and template files from QuarkXPress 3.3 or 4.1x. InDesign can also convert document and template files from multi-language QuarkXPress Passport 4.1x files, so there is no longer any need to save these files as single-language files first. (To convert documents created with QuarkXPress 5.0 or later, reopen the documents in QuarkXPress and save them in 4.0 format.)

For more information, see the QuarkXPress Conversion Guide (PDF) at www.adobe.com/go/learn_quarkconv .

Open a QuarkXPress document or template

1 Make sure that the original application file is closed.

2 To ensure that all links are maintained, copy all linked files to the same QuarkXPress document folder.

4 In Windows, choose QuarkXPress (3.3-4.1x) or QuarkXPress Passport (4.1x) from the Files Of Type menu.

5 Select a file and click Open.

Note:

If InDesign cannot convert a file or a specific part of a file, it displays a warning describing the reasons it cannot convert it and the results of the conversion.

6 If a warning dialog box appears, do one of the following:

• Click Save to save a copy of the warnings as a text file, and then open the file in InDesign.

• Click Close to close the dialog box and open the file in InDesign.

7 To more accurately convert text wrap applied in QuarkXPress, do the following in InDesign:

• Select Text Wrap Only Affects Objects Beneath in the Composition area of the Preferences dialog box.

• Assign the Adobe Single-Line Composer in the Paragraph panel menu to one or more paragraphs.

If you’re experiencing problems with the converted QuarkXPress document, use the Export dialog box to save the document in InDesign Markup (IDML) format. Then open the IDML file and save it as an InDesign document.

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Save a QuarkXPress template as an InDesign template

1 Open the template in InDesign.

What gets converted from QuarkXPress

When you open a QuarkXPress file, InDesign converts the original file information to native InDesign information:

• Text boxes are converted to InDesign text frames.

To accurately convert text wrap applied in QuarkXPress, select Text Wrap Only Affects Text Beneath in the

Composition area of the Preferences dialog box.

• Styles are converted to InDesign styles.

• Because QuarkXPress uses different color profiles, they are ignored in InDesign.

• Text and graphics links are preserved and appear in the Links panel.

Note: Embedded graphics—those added to the original document using the Paste command—are not converted. For

more information on embedded graphics, see “ About links and embedded graphics ” on page

InDesign does not support OLE or Quark XTensions. Consequently, when you open files that contain OLE or

Quark XTensions graphics, those graphics will not appear in the InDesign document. If your QuarkXPress document does not convert, check the original and remove any objects that were created by an XTension; then save, and try to convert again.

• All master pages and layers are converted to InDesign masters and layers.

• All master-page objects, as well as QuarkXPress guides, are placed on the corresponding InDesign master pages.

• Grouped objects remain grouped except where nonprinting items are included in a group.

• All strokes and lines (including paragraph rules) are converted to the stroke styles they most closely resemble.

Custom strokes and dashes are converted to custom strokes and dashes in InDesign.

Colors are converted exactly to InDesign colors, except in the following situations:

• Multi-ink colors from QuarkXPress are mapped to mixed inks in InDesign, unless the multi-ink color does not contain at least one spot color. In this case, the multi-ink color is converted to a process color instead.

• QuarkXPress 4.1 colors from the color library are converted based on their CMYK values.

• QuarkXPress 3.3 HSB colors are converted to RGB, and colors from the color library are converted based on their

CMYK values.

• QuarkXPress 4.1 HSB and LAB colors are converted to RGB, and colors from the color library are converted based on their RGB/CMYK values.

For information about other conversion issues, check the support documents on the Adobe website at www.adobe.com/support .

Convert PageMaker documents

InDesign can convert document and template files from Adobe PageMaker 6.0 and later. When you open a PageMaker file, InDesign converts the original file information to native InDesign information. InDesign files are saved with an

.indd filename extension.

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For more information, see the PageMaker Conversion Guide (PDF) at www.adobe.com/go/learn_pmconv .

Before opening the document in InDesign, you may want to do the following:

• If the PageMaker file or its linked graphics are located on a network server, floppy disk, or removable drive, it may not open as expected if an interruption in data transfer occurs. To prevent data transfer problems, copy documents and their links to the hard disk, preferably in the same folder where the PageMaker publication is stored, before opening them in InDesign.

• You may want to use Save As in PageMaker to clear unnecessary hidden data.

• To ensure that all links are maintained, copy all linked files to the same folder where the PageMaker publication is stored.

• Make sure that all necessary fonts are available in InDesign.

• Repair broken graphics links in the PageMaker publication.

• If you have a problem converting a large PageMaker document, convert portions of the PageMaker file separately to isolate the problem.

If you cannot open a corrupt PageMaker document in PageMaker, try opening it in InDesign. InDesign can recover most documents that PageMaker cannot open.

More Help topics

PageMaker Conversion Guide

Open a PageMaker document or template

1 Make sure that the original application file is closed.

In Windows, choose PageMaker (6.0-7.0) in the Files of Type menu.

Select a file and click Open.

Note: If InDesign cannot convert a file or a specific part of a file, it displays a warning describing the reasons it cannot convert it and the results of the conversion attempt.

5 If a warning dialog box appears, do one of the following:

• Click Save to save a copy of the warnings as a text file, and then open the file in InDesign.

• Click Close to open the file in InDesign without saving the text file.

If you’re experiencing problems with the converted PageMaker document, use the Export dialog box to save the document in InDesign Markup (IDML) format. Then open the IDML file and save it as an InDesign document.

Save a PageMaker template as an InDesign template

1 Open the template in InDesign.

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Common PageMaker conversion issues

Note the following:

• All master pages and layers are converted to InDesign masters and layers. Master pages in PageMaker convert to master pages in InDesign and retain all objects including page numbering and guides. To maintain the order of overlapping items, InDesign creates two layers when converting a PageMaker publication: Default and Master

Default. Master Default contains the Master page items.

• PageMaker document guides are placed on the Default layer in InDesign.

• All items on the PageMaker pasteboard appear on the pasteboard of the first spread in the InDesign document.

• All objects designated in PageMaker as Non-Printing are converted with Nonprinting selected in the InDesign

Attributes panel.

• Grouped objects remain grouped except where nonprinting items are included in a group.

Text and tables conversion issues

Note the following:

• Text is converted to InDesign text frames.

• Tables in PageMaker files are converted to InDesign tables.

• Styles are converted to InDesign styles. The [No style] in PageMaker is the equivalent of [No Paragraph Style] in

InDesign. However, [No Paragraph Style] picks up the attributes of a named style if that style was selected before any typing occurred in the PageMaker publication.

• InDesign uses the Adobe Paragraph Composer for all paragraphs, causing some text to reflow. You can assign the

Adobe Single-Line Composer to one or more paragraphs to create line breaks more similarly to the PageMaker composition engine, but text may still reflow.

• InDesign uses only Baseline leading. Proportional and Top of Caps leading in PageMaker convert to Baseline leading in InDesign, possibly resulting in text shifting.

• The First Baseline of converted text may appear different than text created in InDesign. The First Baseline of converted text is set to Leading, but the First Baseline of text created in InDesign is set to Ascent by default.

• InDesign uses a different hyphenation method than PageMaker, so line breaks may be different.

• Shadow text converts as plain text. Outline text converts as text with a stroke of 0.25 inches and a fill of Paper.

Book, index, and TOC conversion issues

Note the following:

• InDesign ignores Booklists when opening PageMaker publications. If you want to open all the publications on a

Booklist together, run the Build Booklet plug-in in PageMaker with a layout of None selected so that the booked publications are combined into one. Note that text blocks and frames will no longer be threaded.

• Index entries from a PageMaker publication appear in the InDesign Index panel. Text with cross-references that use the See Herein or See Also Herein option are mapped as See or See Also.

• Table of Contents text converts as a Table of Contents, with PageMaker TOC Style available in the style pop-up menu in the InDesign TOC dialog box.

Linking and embedding conversion issues

Note the following:

• Text and graphics links are preserved and appear in the Links panel.

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• If InDesign cannot locate the original link to a graphic, a warning appears asking you to repair the link in

PageMaker.

• InDesign does not support OLE (object linking and embedding). Consequently, when you open files that contain

OLE graphics, those graphics will not appear in the InDesign document.

Color and trapping conversion issues

Note the following:

• Colors are converted exactly to InDesign colors. PageMaker HLS colors are converted to RGB colors, and colors from other color libraries are converted based on their CMYK values.

• Tints are converted as percentages of the parent color. If the parent color isn’t in the Swatches panel, it’s added during conversion. When an object with a tint is selected, the parent color is selected in the Swatches panel, and the tint value appears in the pop-up menu.

• Color profiles for PageMaker files are converted directly. All Hexachrome colors are converted to RGB values.

Profiles that are not ICC-compliant are replaced using the default CMS settings and profiles you specified for

InDesign.

• All strokes and lines (including paragraph rules) are converted to the default stroke styles they most closely resemble. Custom strokes and dashes are converted to custom strokes and dashes in InDesign.

• InDesign does not support screen patterns or angles applied to TIFF images in Image Control; it drops these from imported TIFF files.

• When Auto-Overprint Black Strokes or Fills (or both) is selected in the Trapping Preferences dialog box in

PageMaker, the setting carries over to InDesign, but Overprint Stroke or Overprint Fill is deselected in the

Attributes panel.

For information about other PageMaker conversion issues, check the support documents on the Adobe website.

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Exporting

Export text

You can save all or part of an InDesign story in file formats that you can open later in other applications. Each story in a document exports to a separate document.

InDesign can export text in several file formats, which are listed in the Export dialog box. The formats listed are used by other applications, and they may retain many of the type specifications, indents, and tabs set in your document.

You can save sections of commonly used text and page layout items as snippets.

Using the Type tool , click in the story you want to export.

3 Specify a name and location for the exported story, and select a text file format under Save as Type (Windows) or

If you don’t see a listing for your word-processing application, you can save the document in a format the application can import, such as RTF. If your word-processing application doesn’t support any other InDesign export formats, use a text-only format. Note, however, that exporting in text-only format removes all character attributes from the text.

4 Click Save to export the story in the format you’ve selected.

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To retain all formatting, use the Adobe InDesign Tagged Text export filter. For more information, view the Tagged

Text PDF at www.adobe.com/go/learn_id_taggedtext_cs5_en (PDF).

More Help topics

“ Export to PDF for printing ” on page 501

“ Use snippets ” on page 396

Export to JPEG format

JPEG uses a standardized image compression mechanism to compress full-color or grayscale images for onscreen display. Use the Export command to export a page, spread, or selected object in JPEG format.

If desired, select an object to export. (You do not need to select anything to export a page or spread.)

Specify a location and a filename.

The Export JPEG dialog box appears.

5 In the Export section, do one of the following:

Selection Export the currently selected object.

Range Enter the number of the page or pages you want to export. Separate numbers in a range by using a hyphen, and separate multiple pages or ranges by using commas.

Select All Export all pages in the documents.

Spreads Export facing pages in a spread to a single JPEG file. Deselect this option to export each page in a spread as a separate JPEG file.

6 For Quality, choose from a range of options that determine the trade-off between file compression (smaller file size) and image quality:

• Maximum includes all available high-resolution image data in the exported file and requires the most disk space.

Choose this option if the file will be printed on a high-resolution output device.

• Low includes only screen-resolution versions (72 dpi) of placed bitmap images in the exported file. Choose this option if the file will be displayed onscreen only.

• Medium and High include more image data than Low, but use varying levels of compression to reduce file size.

7 For Format Method, choose one of the following options:

• Progressive displays a JPEG image in increasing detail as it is downloaded to a web browser.

• Baseline displays a JPEG image after it has been downloaded completely.

8 Select or type the resolution for the exported JPEG image.

9 Specify the color space of the exported file. You can choose to export as RGB, CMYK, or Gray.

10 Select any of the following items, and then click Export.

Embed Color Profile When this option is selected, the document’s color profile is embedded in the exported JPEG file. The name of the color profile is displayed in small text to the right of the option. You can select the desired profile for the document by choosing Edit > Assign Profiles before exporting to JPEG.

If Gray is chosen from the Color Space menu, the Embed Color Profile option is disabled.

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Use Document Bleed Settings If this option is selected, the bleed area specified in Document Setup appears in the resulting JPEG. This option is disabled if the Selection option is chosen.

Anti-Alias Anti-aliasing smooths the jagged edges of text and bitmap images.

Simulate Overprint This option is similar to the Overprint Preview feature but works for any of the selected color spaces. If selected, the JPEG file that InDesign exports simulates the effects of overprinting spot inks with different neutral density values by converting spot colors to process colors for printing.

More Help topics

“ JPEG (.jpg) files ” on page 376

Exporting content for the web

To repurpose InDesign content for the web, you have several options:

Dreamweaver (XHTML) Export a selection or the entire document to a basic, unformatted HTML document. You can link to images on a server or create a separate folder for images. You can then use any HTML editor, such as Adobe

Dreamweaver®, to format the content for the web. See “ Export content to Dreamweaver (CS5) ” on page 116.

Copy and paste Copy text or images from the InDesign document and paste it into your HTML editor.

Adobe PDF Export a document to Adobe PDF and post the PDF on the web. The PDF can include interactive elements

such as movies, sound clips, buttons, and page transitions. See “ Dynamic PDF documents ” on page 530.

Flash (SWF) Export to a SWF file that’s ready to be viewed immediately in Flash Player or on the web. A SWF file can

include buttons, hyperlinks, and page transitions such as wipe, dissolve, and page curl. See “ Create interactive SWF

(Flash) files for the web ” on page 523.

Flash (FLA)

Export to a FLA file that can be edited in Adobe Flash Professional. See “ Create FLA files for the web ” on page 526.

Digital Editions (EPUB) Export a document or book as a reflowable XHTML-based eBook that is compatible with the

Adobe Digital Editions reader software. See “ Export content for EPUB (CS5) ” on page 121.

XML For advanced repurposing workflows, export the content from InDesign in XML format, which you can then

import into an HTML editor such as Dreamweaver. See “ Working with XML ” on page 567.

Export content to Dreamweaver (CS5)

Exporting to XHTML is an easy way to get your InDesign contents into web-ready form. When you export contents to XHTML, you can control how text and images are exported. InDesign preserves the names of paragraph, character, object, table, and cell styles applied to the exported contents by marking the XHTML contents with CSS style classes of the same name. Using Adobe Dreamweaver or any CSS-capable HTML editor, you can quickly apply formatting and layout to the contents.

What gets exported InDesign exports all stories, linked and embedded graphics, SWF movie files, footnotes, text variables (as text), bulleted and numbered lists, internal cross-references, and hyperlinks that jump to text or web pages. Tables are also exported, but certain formatting, such as table and cell strokes, is not exported. Tables are assigned unique IDs, so they can be referenced as Spry data sets in Dreamweaver.

What doesn’t get exported InDesign does not export objects you draw (such as rectangles, ovals, and polygons), movie files (except for SWF), hyperlinks (except for links to web pages and links applied to text that jump to text anchors in the same document), pasted objects (including pasted Illustrator images), text converted to outlines, XML

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1 If you’re not exporting the entire document, select the text frames, range of text, table cells, or graphics you want to export.

Specify the name and location of the HTML document, and then click Save.

In the XHTML Export Options dialog box, specify the desired options in the General, Images, and Advanced areas, and then click Export.

A document with the specified name and an .html extension (such as “newsletter.html”) is created; if specified, a web images subfolder (such as “newsletter-web-images”) is saved in the same location.

XHTML export options

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General options

The General area includes the following options.

Export Determines whether only the selected items or the entire document is exported. If a text frame is selected, the entire story—including overset text—is exported.

If Document is selected, all page items from all spreads are exported, except for master page items that have not been overridden and page items on invisible layers. XML tags and generated indexes and tables of contents are also ignored.

Bullets Select Map To Unordered List to convert bullet paragraphs into List Items, which are formatted in HTML using the <ul> tag. Select Convert To Text to format using the <p> tag with bullet characters as text.

Ordering Use either the page order or XML structure to determine the reading order of page objects.

If Base On Page Layout is selected, InDesign determines the reading order of page objects by scanning left to right and top to bottom. In some instances, especially in complex, multi-column documents, the design elements may not appear in the desired reading order. Use Dreamweaver to rearrange and format the contents.

If Same As XML Structure is selected, the XML Structure panel controls the ordering of the exported content and which content gets exported. If your content is already tagged, you can simply drag the tags in the XML Structure panel to set the XHTML Export order. If your content is not tagged, you can choose Add Untagged Items from the Structure panel menu to generate tags that you can reorder. If you do not want an item to be included in the export, you can simply delete the tag in the XML Structure panel. (Deleting a tag does not delete the content from the INDD file.) See

“ Tag page items ” on page 520.

Numbers Determines how numbers are converted in the HTML file.

• Map To Ordered List Converts numbered lists into List Items, which are formatted in HTML using the <ol> tag.

• Map To Static Ordered List Converts numbered lists into List Items, but assigns a <value> attribute based on the paragraph’s current number in InDesign.

• Convert To Text Converts numbered lists into paragraphs that begin with the paragraph’s current number as text.

Images options

From the Copy Images menu, determine how images are exported to HTML.

Original Exports the original image to the web images subfolder. When this option is selected, all other options are dimmed.

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Optimized Lets you change settings to determine how the image is exported.

• Formatted Preserves InDesign formatting, such as rotation or scale, as much as possible for web images.

• Image Conversion Lets you choose whether the optimized images in your document are converted to GIF or JPEG.

Choose Automatic to let InDesign decide which format to use in each instance.

• GIF Options (Palette) Lets you control how InDesign handles colors when optimizing GIF files. The GIF format uses a limited color palette, which cannot exceed 256 colors.

Choose Adaptive (No Dither) to create a palette using a representative sample of colors in the graphic without any dithering (mixing of small spots of colors to simulate additional colors). Choose Web to create a palette of web-safe palette using the built-in system color palette. This choice may cause unexpected results.

• JPEG Options (Image Quality) Determines the trade-off between compression (for smaller file sizes) and image quality for each JPEG image created. Low produces the smallest file and lowest image quality.

• JPEG Options (Format Method) Determines how quickly JPEG graphics display when the file containing the image is opened on the web. Choose Progressive to make the JPEG images display gradually and in increasing detail as they are downloaded. (Files created with this option are slightly larger and require more RAM for viewing.) Choose

Baseline to make each JPEG file display only after it has been completely downloaded; a placeholder appears in its place until the file displays.

Link To Server Path Rather than exporting images to a subfolder, this option lets you enter a local URL (such as

“images/”) that appears in front of the image file. In the HTML code, the link attribute displays the path and extension you specify. This option is especially effective when you’re converting images to web-compatible images yourself.

Note: InDesign does not check the path you specify for Java ™ scripts, external CSS styles, or image folders, so use

Dreamweaver to verify paths.

Advanced options

Use the Advanced area to set CSS and JavaScript options.

CSS Options Cascading Style Sheets (CSS) are a collection of formatting rules that control the appearance of content in a web page. When you use CSS to format a page, you separate content from presentation. The content of your page— the HTML code—resides in the HTML file itself, while the CSS rules defining the presentation of the code reside in another file (an external style sheet) or within the HTML document (usually in the Head section). For example, you can specify different font sizes for selected text, and you can use CSS to control the format and positioning of blocklevel elements in a web page.

• Embedded CSS When exporting to XHTML, you can create a list of CSS styles that appears in the Head section of the HTML file with declarations (attributes).

If Include Style Definitions is selected, InDesign attempts to match the attributes of the InDesign text formatting with

CSS equivalents. If this option is deselected, the HTML file includes empty declarations. You can edit later these declarations in Dreamweaver.

If Preserve Local Overrides is selected, local formatting such as italic or bold is included.

• No CSS Selecting this option omits the CSS section from the HTML file.

• External CSS Specify the URL of the existing CSS style sheet, which is usually a relative URL, such as

“/styles/style.css.” InDesign does not check whether the CSS exists or is valid, so you’ll want to use Dreamweaver to confirm your external CSS setup.

JavaScript Options Select Link To External JavaScript to run a JavaScript when the HTML page is opened. Specify the

URL of the JavaScript, which is usually a relative URL. InDesign does not check whether the JavaScript exists or is valid.

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Export content to HTML (CS5.5)

Export to HTML

Exporting to HTML is an easy way to get your InDesign content into web-ready form. When you export content to

HTML, you can control how text and images are exported. InDesign preserves the names of paragraph, character, object, table, and cell styles applied to the exported contents by marking the HTML contents with CSS style classes of the same name. Using Adobe Dreamweaver or any CSS-capable HTML editor, you can quickly apply formatting and layout to the contents.

What doesn’t get exported InDesign does not export objects you draw (such as rectangles, ovals, and polygons), hyperlinks (except for links to web pages and links applied to text that jump to text anchors in the same document), pasted objects (including pasted Illustrator images), text converted to outlines, XML tags, books, bookmarks, SING glyphlets, page transitions, index markers, objects on the pasteboard that aren’t selected and don’t touch the page, or master page items (unless they’re overridden or selected before export).

1 If you’re not exporting the entire document, select the text frames, range of text, table cells, or graphics you want to export.

Specify the name and location of the HTML document, and then click Save.

In the HTML Export Options dialog box, specify the desired options in the General, Image, and Advanced areas, and then click OK.

HTML export options

In the HTML dialog box, specify the following options.

General options

The General area includes the following options.

Export Determines whether only the selected items or the entire document is exported. If a text frame is selected, the entire story—including overset text—is exported.

Ordering lets you specify the reading order of page objects.

• Base On Page Layout The location of the items on the page determines the reading order.

• Same As XML Structure If Same As XML Structure is selected, the XML Structure panel controls the ordering of the exported content and which content gets exported. If your content is already tagged, you can simply drag the tags in

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Items from the Structure panel menu to generate tags that you can reorder. If you do not want an item to be included in the export, you can simply delete the tag in the XML Structure panel. (Deleting a tag does not delete the content

from the INDD file.) See “ Tag page items ” on page 520.

• Same As Articles Panel The order of elements in the Articles panel determines the reading order. Only the checked

articles are exported. See “ Include articles for export ” on page 148.

Margin Specify a simple margin in Ems or pixels. Specifying margins in Ems is better for multiscreen compatibility.

The same value is applied to all margins: top, bottom, left, and right.

Numbers Determines how numbers are converted in the HTML file. If you have used native InDesign autonumbering, sub-bullets are also included

• Map To Ordered List Converts numbered lists into List Items, which are formatted in HTML using the <ol> tag.

• Map To Static Ordered List Converts numbered lists into List Items, but assigns a <value> attribute based on the paragraph’s current number in InDesign.

• Convert To Text Converts numbered lists into paragraphs that begin with the paragraph’s current number as text.

View HTML After Exporting Starts the browser, if present.

Image options

Copy Images Specify how images are exported to HTML.

• Original Exports the original image to the “<document_name>-web-images” subfolder. When this option is selected, all other options are dimmed.

• Optimized Lets you change settings to determine how the image is exported.

• Link To Server Path Rather than exporting images to a subfolder, this option lets you enter a local URL (such as

Preserve Appearance from Layout Check to inherit the image object attributes from the layout.

Resolution (ppi) Specify the resolution of the images in pixels per inch (ppi). While operating systems have standardized on either 72 ppi or 96 ppi, mobile devices range from 132 ppi (iPad), to 172 ppi (Sony Reader), to over

300 ppi (iPhone 4). You can specify a ppi value for each object selected. Values include 72, 96, 150 (average for all ebook devices today), and 300.

Image Size Specify if image size must remain fixed or resized relative to the page. Relative to Page Size sets a relative percentage value based on the size of the image relative to the InDesign page width. This option causes the images to rescale proportionally, relative to the width of the reading area.

Image Alignment and Spacing Specify the image alignment, left, center, right, and the top and bottom padding.

Settings Apply to Anchored Objects Check to apply these settings to all anchored objects.

Image Conversion Lets you choose whether the optimized images in your document are converted to GIF, JPEG, or

PNG. Choose Automatic to let InDesign decide which format to use in each instance. Choosing PNG disables the image compression settings.; use PNG for lossless images or for images that include transparency.

GIF Options (Palette) Lets you control how InDesign handles colors when optimizing GIF files. The GIF format uses a limited color palette, which cannot exceed 256 colors.

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Choose Adaptive to create a palette using a representative sample of colors in the graphic without any dithering

(mixing of small spots of colors to simulate additional colors). Choose Web to create a palette of web-safe colors that the built-in system color palette. This choice may cause unexpected results.

Select Interlace to load the images progressively by filling in missing lines. If this option is not selected, an image looks fuzzy and gradually becomes clear as the image reaches full resolution.

JPEG Options (Image Quality) Determines the trade-off between compression (for smaller file sizes) and image quality for each JPEG image created. Low produces the smallest file and lowest image quality.

JPEG Options (Format Method) Determines how quickly JPEG graphics display when the file containing the image is opened on the web. Choose Progressive to make the JPEG images display gradually and in increasing detail as they are downloaded. (Files created with this option are slightly larger and require more RAM for viewing.) Choose Baseline to make each JPEG file display only after it has been completely downloaded; a placeholder appears in its place until the file displays.

Ignore Object Conversion Settings

Ignores Object Export Options applied on individual images. See “ Apply Object export options ” on page 436.