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Workspace and workflow
Last updated 6/6/2015
• 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.
Adobe Version Cue
Adobe Version Cue® and Adobe Drive are not included in Adobe Creative Suite 5, nor any future version of the 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.
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 .
Note: For Chinese versions of InDesign, you can open specially designed templates that include custom mojikumi sets.
Save a document as a template
1 Choose File > Save As, and specify a location and filename.
2 Choose InDesign CS5 Template for Save As Type (Windows) or Format (Mac OS), and then click Save.
Start a new document from a template
1 Choose File > Open.
2 Locate and select a template.
3 Select Normal (Windows) or Open Normal (Mac OS), and then click Open.
4 Save the new document with its own name.
Edit an existing template
1 Choose File > Open.
2 Locate and select a template.
3 Select Original (Windows) or Open Original (Mac OS), and then click Open.
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 .
Using Acrobat to review a PDF file
- Legal notices 2
- Contents 3
- Chapter 1: What's New 8
- Last updated 6/6/2015 10
- • Character styles 10
- • Paragraph styles 10
- • Color themes 10
- Color Themes 12
- Color swatches 12
- Paragraph shading 13
- Images in Table Cells 14
- Adobe Stock 14
- Create new documents 17
- Introduction 20
- Sync settings at first launch 20
- Workspace and workflow 21
- Managing sync 22
- What’s not supported 23
- Toolbox overview 23
- Display the toolbox 24
- Display tool options 24
- Tools overview 25
- Gallery of selection tools 26
- Sharing content 30
- Assignments panel overview 31
- Assignment files 32
- Saving documents 36
- Work with metadata 38
- Edit metadata in image files 40
- Managed files 43
- Local server workflow 45
- E-mail package workflow 45
- Enter user identification 46
- Workflow icons 46
- Workspace basics 47
- Workspace overview 48
- Hide or show all panels 49
- Display panel options 49
- Manage windows and panels 50
- Move panels 51
- Add and remove panels 52
- Manipulate panel groups 52
- Stack floating panels 52
- Resize panels 52
- Save and switch workspaces 53
- About view modes 54
- Using the status bar 55
- Control panel overview 55
- About the Navigator panel 56
- Use context menus 56
- Change Interface preferences 57
- Default keyboard shortcuts 58
- Keys for transforming objects 60
- Keys for tables 61
- Keys for working with type 62
- Keys for working with XML 66
- Keys for indexing 66
- Keys for panels 67
- Keys for the Control panel 67
- Keys for the Tabs panel 69
- Keys for the Layers panel 69
- Keys for the Pages panel 69
- Keys for the Color panel 70
- Keys for the Swatches panel 70
- Set general preferences 72
- Set defaults 72
- Open InDesign documents 75
- Adobe Version Cue 78
- Use document templates 78
- Reviewing InDesign documents 78
- Customize menus 79
- Missing menu commands 80
- Use keyboard shortcut sets 81
- Recovery and undo 83
- Undo mistakes 84
- Convert PageMaker documents 85
- PageMaker menu commands 88
- PageMaker Edit menu commands 89
- PageMaker Type menu commands 90
- PageMaker View menu commands 93
- Assignment packages 94
- Receive packages (InCopy) 95
- Open a package (InCopy) 96
- Adjusting your workflow 97
- Correct mistakes 98
- Working with managed files 99
- Check out content 100
- Update content 101
- Update the InDesign layout 102
- Check in content 103
- Save changes (InDesign) 103
- Viewing the workspace 104
- Adjust the view 105
- Turn pages 106
- Work with additional windows 106
- Greek type 107
- Working with Tools 108
- Setting preferences 109
- Chapter 3: Layout and design 110
- 4 Click OK 111
- Transform the QR code object 112
- Add basic page numbering 113
- Creating a table of contents 114
- About tables of contents 115
- Generate a table of contents 116
- Create a TOC style 117
- Footnotes 120
- Create footnotes 121
- Footnote layout options 122
- Work with footnote text 123
- Textwrap with footnotes 124
- Delete footnotes 125
- Text variables 126
- Insert text variables 128
- Creating an index 129
- About indexing 130
- Index panel overview 131
- Add topics to the topics list 132
- Add index entries 133
- Layout and design 134
- Page range options in indexes 136
- Generate an index 138
- Sort order of Chinese indexes 140
- Manage an index 141
- Creating type on a path 142
- Edit or delete type on a path 143
- Delete type from a path 144
- Slide type along a path 145
- Flip type on a path 145
- Linked content 146
- Content Collector tools 147
- Place and link 148
- Specify link options 148
- Custom Style Mapping 149
- About pages and spreads 150
- Add new pages to a document 152
- Recommended workflow 153
- Liquid layouts 153
- Liquid page rules 154
- • Whitespace can be added 155
- Alternate layouts 156
- Create Alternate Layouts 157
- Align panel overview 158
- Align or distribute objects 158
- More Help topics 161
- Create a new document 162
- New Document options 163
- Document window overview 164
- Create custom page sizes 164
- Define document presets 164
- Formatting grids 165
- Create named grid formats 166
- Apply a named grid to a frame 166
- Edit named grids 167
- Delete named grids 167
- Creating text and text frames 168
- Move and resize text frames 169
- Change text frame properties 171
- First baseline offset options 172
- Creating book files 174
- Add documents to a book file 175
- Manage book files 175
- Synchronize book documents 176
- Synchronizing master pages 177
- Creating documents 180
- Change document setup 181
- Clipping paths 182
- Clipping path options 184
- Linking Content 185
- Reviewing the Forms tools 185
- Chapter 4: Text 191
- Unthread text frames 193
- Cut a frame from a thread 193
- Delete a frame from a thread 193
- Flow text semi-automatically 194
- Flow text manually 194
- Use Smart Text Reflow 195
- Wrapping text around objects 196
- Create an inverted text wrap 198
- Adobe World-Ready Composers 201
- Text direction 201
- Story direction 202
- Automatic Kashida insertion 203
- Ligatures 203
- Diacritical marks 204
- Default fonts 205
- Legacy font support 205
- Digit Types 205
- Hyphenation 205
- Find and replace 206
- Justification Alternates 207
- Table direction 207
- Binding directions 208
- Page and chapter numbering 209
- Diacritical coloring 209
- Anchored objects 210
- Create an anchored object 211
- Custom position options 213
- ❖ Do one of the following: 217
- Articles (CS5.5) 218
- Managing articles 219
- Include articles for export 219
- Bullets and numbering 220
- Change bullet characters 222
- Change numbered list options 223
- Defining lists 224
- Edit a defined list 225
- Delete a defined list 225
- Create multi-level lists 226
- Find/Change 229
- Common Find/Change techniques 231
- Search using GREP expressions 232
- GREP search examples 233
- Metacharacters for searching 236
- Find and change objects 240
- Find and change glyphs 241
- Find and change fonts 242
- Search using queries 243
- Save queries 243
- Delete queries 243
- Glyphs and special characters 244
- Change the Glyphs panel view 245
- Filter the glyphs that appear 245
- Insert special characters 245
- Insert a recently used glyph 246
- Clear recently used glyphs 246
- Create a custom glyph set 248
- View a custom glyph set 248
- Edit custom glyph sets 248
- Use quotation marks 249
- Insert white space characters 250
- Formatting CJK characters 251
- Rotate characters 252
- Use tate-chu-yoko 252
- Add Ruby to text 253
- Ruby settings 254
- Apply kenten 255
- Align text of different sizes 256
- Check spelling 257
- Use dynamic spelling 258
- Add words to dictionaries 261
- Export a word list 262
- Import a word list 262
- Change dictionary preferences 262
- Flexible width columns 263
- Adding text to frames 265
- Paste text 266
- Drag and drop text 267
- Place (import) text 268
- About import filters 269
- Text-file import options 270
- Tagged-text import options 271
- Import Buzzword documents 272
- Editing text 273
- List of hidden characters 275
- Break options 277
- Use the Story Editor 278
- Story Editor preferences 279
- Use conditional text 280
- Create conditions 282
- Apply conditions to text 282
- Show or hide conditions 283
- Use condition sets 283
- Manage conditions 283
- Captions 285
- Specify caption setup options 286
- Define caption variables 287
- Track changes 287
- Turn on change tracking 288
- Show or hide changes 288
- Turn off change tracking 288
- Accept and reject changes 289
- Set Track Changes preferences 289
- Add editorial notes 290
- Use Notes mode 290
- Manage notes 291
- Edit Notes preferences 291
- Linked stories (CS5.5) 292
- Update a linked story 293
- Edit original story 293
- Working with markers 294
- Chapter 5: Styles 295
- Define object styles 296
- Object style categories 297
- Apply object styles 298
- Use default object styles 298
- Clear object style overrides 299
- Rename an object style 300
- Edit object styles 300
- Delete an object style 300
- Redefine an object style 301
- Import object styles 301
- Styles panel overview 302
- Introduction to export tags 305
- Define style-tag mapping 305
- Edit all export tags 305
- Apply styles 306
- Drop caps and nested styles 310
- Create nested styles 311
- Create nested line styles 313
- Loop through nested styles 313
- End a nested style 315
- Create GREP styles 316
- Working with styles 317
- Move and reorder styles 318
- Chapter 6: Typography 319
- Specify a typeface size 320
- Previewing fonts 320
- OpenType fonts 321
- Work with missing fonts 323
- Document installed fonts 324
- Formatting text 325
- Text formatting precedence 326
- Use Quick Apply 327
- Text composition 328
- Hyphenate text 329
- Prevent unwanted word breaks 330
- Change Justification settings 331
- Formatting characters 333
- 1 Select text 334
- Assign a language to text 336
- Change the case of type 336
- Scale type 337
- Aligning text 339
- Align or justify text 340
- Create balanced headline text 341
- 1 Do one of the following: 343
- 5 Click OK 343
- Formatting paragraphs 344
- Remove a drop cap 345
- Remove a paragraph rule 346
- Create hanging punctuation 347
- About leading 349
- Change leading 350
- Tabs and indents 351
- Set tabs 352
- Repeat tabs 353
- Add tab leaders 354
- Insert right indent tabs 354
- Set indents 355
- Reset indents 356
- Create a hanging indent 356
- Use Indent To Here 357
- Kerning and tracking 358
- Apply kerning to text 359
- Adjust kerning between words 360
- Chapter 7: Tables 362
- Break tables across frames 363
- Add text before a table 364
- Format text within a table 364
- Merge and split cells 365
- Work with overset cells 365
- Creating tables 366
- Create a table from scratch 367
- Using the Insert Table option 367
- Using the Create Table option 367
- Embed a table within a table 368
- Add text to a table 369
- Add graphics to a table 369
- Add table headers and footers 369
- Working with rows and columns 370
- Remove header or footer rows 371
- Table and cell styles 372
- Define table and cell styles 373
- Apply table and cell styles 374
- Edit table and cell styles 375
- Delete table and cell styles 375
- Clear table or cell overrides 376
- Selecting and editing tables 377
- Insert rows and columns 378
- Navigate within a table 379
- Move or copy a table 380
- Convert tables to text 380
- Combine tables 381
- Table strokes and fills 382
- Add diagonal lines to a cell 384
- Table stroke and fill options 384
- Chapter 8: Interactivity 386
- Specify tab order 387
- Hyperlinks 388
- Create hyperlinks 389
- Create a hyperlink to a file 390
- Create a hyperlink to a page 391
- Manage hyperlinks 393
- Interactivity 394
- Create buttons 395
- Create a button 396
- Make buttons interactive 397
- Add actions to buttons 398
- Event types 398
- Action types 398
- Edit or delete button actions 399
- Create jumps to text anchors 399
- Change button appearances 400
- Create multi-state objects 401
- Create button hot spots 402
- Set the button tab order 403
- Cross-references 404
- Using cross-reference formats 406
- Manage cross-references 409
- Relink cross-references 410
- Edit cross-references 410
- Delete cross-references 410
- SWF export options 413
- Create FLA files for the web 414
- FLA export options 415
- Flash export issues 416
- Animation 418
- Motion preset options 419
- Manage motion presets 420
- Edit a motion path 421
- Dynamic PDF documents 422
- Preview interactive documents 424
- Structuring PDFs 425
- Adding structure to PDFs 426
- Tag page items 428
- Tag page items manually 429
- Page transitions 430
- Apply page transitions 431
- Clear transitions 431
- Movies and sounds 432
- Change sound settings 433
- Poster options 433
- Place a video file from a URL 434
- Bookmarks 435
- Manage bookmarks 436
- Drawing with lines and shapes 439
- Draw a placeholder shape 440
- Specify polygon settings 440
- Set strokes 441
- Stroke panel options 441
- Add start and end shapes 442
- Define custom stroke styles 443
- Save custom stroke styles 444
- Editing paths 445
- Adjust path segments 446
- Delete a segment 447
- Extend an open path 447
- Connect two open paths 447
- Add or delete anchor points 448
- Split a path 450
- Smooth out paths 450
- Drawing with the Pen tool 451
- Draw curves with the Pen tool 452
- Finish drawing a path 454
- Types of paths and shapes 456
- About paths 456
- Drawing with the Pencil tool 458
- Draw with the Pencil tool 459
- Compound paths and shapes 460
- About compound paths 461
- Create a compound path 461
- Break up a compound path 462
- Create compound shapes 463
- Drawing and painting 464
- Change corner appearance 465
- Use Live Corners 466
- Chapter 10: Color 468
- Apply the last used color 469
- Remove fill or stroke color 470
- Cycle through color modes 471
- Adding color groups 475
- Load swatches 477
- Save swatches 477
- About spot and process colors 478
- About spot colors 478
- About process colors 479
- About tints 480
- Mixing inks 481
- Create a mixed ink swatch 482
- Create a mixed ink group 482
- Manage mixed ink groups 483
- Gradients 484
- Modify gradients 486
- Applying gradients to text 488
- Working with swatches 489
- Create color swatches 490
- Manage swatches 491
- Edit a swatch 492
- Control swatch names 492
- Delete individual swatches 492
- Import swatches 493
- Chapter 11: Transparency 498
- Display Effects panel options 499
- Apply transparency effects 500
- Transparency effects 501
- Drop Shadow 503
- Inner Shadow 503
- Outer Glow 503
- Inner Glow 503
- Bevel and Emboss 503
- Basic Feather 504
- Directional Feather 504
- Use Global Light 505
- Set the opacity of an object 505
- Stop displaying transparency 507
- About flattening 507
- Transparency 509
- Flatten an individual spread 510
- Blending colors 515
- Blending mode options 516
- Isolate blending modes 517
- Publish Online (Preview) 519
- Output of online document 521
- Recently published documents 522
- Export content for EPUB 523
- EPUB General options 524
- Adobe PDF options 531
- About PDF/X standards 532
- PDF compatibility levels 532
- General options for PDFs 533
- Adding security to PDF files 538
- Security options for PDFs 538
- Export content to HTML 541
- Exporting to Adobe PDF 543
- About Adobe PDF 544
- Export to PDF for printing 544
- Export a book to PDF 545
- Reducing the size of PDFs 545
- Adobe PDF presets 546
- Customize Adobe PDF presets 547
- Load Adobe PDF presets 548
- Export to JPEG format 549
- EPUB resources 551
- EPUB General export options 551
- EPUB Images options 552
- Export content for EPUB 553
- Export to EPUB 554
- EPUB Export options 554
- EPUB Image options 555
- EPUB Advanced options 556
- Exporting XML 560
- Save tags only as XML 562
- Edit an exported XML file 562
- Chapter 13: Printing 565
- Booklet types 566
- Understanding creep 568
- Print thumbnails 569
- Printing oversized documents 570
- Tile a document 570
- Scale documents 571
- Printing 572
- PDF pass-through printing 573
- Preflight panel overview 574
- Define preflight profiles 575
- Embed and unembed profiles 576
- Export and load profiles 576
- Delete a profile 576
- Resolve errors 577
- Select a different profile 577
- Set Preflight options 577
- Preflight books 578
- Package files 579
- Correct font errors 580
- Printer’s marks and bleeds 581
- Print the bleed or slug areas 582
- Creating separations 583
- Outputting spot colors 584
- Printing a composite 585
- Preview color separations 586
- Preview ink coverage 587
- Return to normal view 587
- Printing documents 588
- Print a document or book 589
- Page printing options 590
- Specifying pages to print 591
- Specify a custom paper size 593
- value B Gap C Film saved 594
- Print as bitmap 595
- Preview documents 595
- Setting up a printer 596
- Use print presets 597
- Create print presets 598
- Apply print presets 598
- Edit print presets 598
- Delete print presets 598
- Export pages in EPS format 602
- Trap presets 604
- Assign a trap preset to pages 605
- Set up trapping page ranges 605
- Trap preset options 606
- Trap thresholds 607
- Trapping imported graphics 607
- Set sliding traps 608
- About trapping black 608
- Trapping documents and books 609
- Trapping methods 610
- About automatic trapping 610
- Trapping text 612
- Printing graphics and fonts 613
- PostScript printing options 614
- Overprinting 615
- Overprinting page items 616
- Overprint a paragraph rule 617
- Adjust the trapping sequence 620
- Ink Manager overview 620
- Open the Ink Manager 621
- Specify emulsion 624
- Specify the image exposure 624
- Proofing color separations 624
- Producing in-RIP separations 625
- Print or save separations 625
- Based on Master 628
- Chapter 15: Automation 629
- About data source files 630
- About target documents 631
- Select a data source 632
- Insert data fields 632
- Automation 633
- Switching preview on or off 634
- Edit data field placeholders 634
- Set content placement options 635
- Merge records 635
- Update data fields 636
- Overset text reports 636
- Content placement options 637
- Enhanced Datamerge 637
- Plug-ins 638
- Scripting 639
- Running sample scripts 640
- Chapter 16: Accessibility 642
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