WHY WE USE INDESIGN?
- Smaller file size & refresh rates (preview)
- Ability to create interactive PDF’s
- Package project information ready for print
- Work with multi-page documents:
Book, catalogues, magazines, advertisements, flyers etc
INDESIGN INTERFACE
- Toolbar, Hand Tool, Zoom
- Control Panel
- Pallettes
DOCUMENT SETUP
- Creating a new document
- Document Preset. Saves your settings for reuse at a later date
- Number of pages
- Facing – affects margins
- Master text frame. Will place an empty text frame on the documents
default master page. This text frame has the column
and margin attributes specified in New Doc dialogue box. You
would want this only if you want a page size text on every page.
- Page size and orientation
- Columns and gutter
- Margins – note the difference when facing pages are selected
- Bleeds and Slugs. If you can’t see these click on More Options.
CHANGING LAYOUT OPTIONS
- File > Document Setup to open the dialogue box.
- Layout > margins & Columns
- Changing the margins and columns will make the change for
the document page that you are in. To apply this change to the
whole document you need to change it in the Master Page
DOCUMENT PRESETS
- File > Document Presets. Define or edit.
- View > Ruler OR Cmd + R
- Change unit of measurement by right clicking on the ruler. This
will affect the measurements used in your palettes
- Repositioning the Zero Point
- View > Show/Hide Guides OR Cmd + ;
- Colour of guides
- Pull guides out manually from ruler
- You can move the margin guides. This will not affect gutter
- Lock guides. Cmd + Option + ;
- View > Snap to Guide OR Cmd + Shift + ;
- Layout > Create and remove Guides
Notes from 83568_indesigndocument_setup.pdf UTS 2011
Type Settings
PAGES PALETTE
- If the Pages Palette is not open, select Window > Pages [ F12].
- Selecting Palette Options from the Pages Palette options menu
will allow you to change the display settings of the palette.
- The number of pages in the document was specified when set
ting up the document. But you may need to add more pages.
a) You can do this by clicking on the New Page icon at the bottom
of the Pages Palette.
b) You can drag a master page or non-master page from the
master page area to the document area of the Pages Palette
c) From the Pages Palette options menu, select Insert Pages.
Select the number of pages that you’d like to add and where
you would like them placed. From Master menu select which
master the pages should be based on or alternatively select
None.
-You can use the Pages Palette to navigate across your document.
To make a page active using the Pages Palette, double click the page.
- The Pages Palette can be used to duplicate pages. To duplicate
a page first select it using the Pages Platte. Then from the Pages
Palette options menu select Duplicate Spread. You can also
simply drag the spread to be duplicated into the New Page icon.
- The Pages Palette can be used to delete pages. To delete a
page first select it using the Pages Platte. Then from the Pages
Palette options menu select Delete Pages or click the Delete
Page icon.
REARRANGING PAGES
-You can use the Pages Palette to move existing pages to another
position in your document. Select Allow Pages to Shuffle to
make the new page force other pages to move along the
spread. Then from the Pages Palette drag an existing page next
to or between the pages of another spread.
-Most spreads contain a single page or are facing page documents.
But you may want to create a spread with more than two pages.
From the pages Palette options menu deselect Allow Pages to
Shuffle to add the new page to the existing spread without mov
ing the other pages. Go to the Pages Palette and drag an exist
ing page next to or between the pages of another spread. You
can also drag a new page in from a master spread.
- When rearranging your pages, notice your curser changing into
an arrow. This arrow is indicating which side of the spine the
page is getting added to.
- To separate spreads that contain more than 2 pages, drag each
page outside the spread or alternatively, from the Pages Pal
ette options menu select Allow Pages to Shuffle. You will see
a dialogue box asking if you would like to maintain the current
number of pages in the spread – select No. The document will
revert to the default number of pages per spread.
- If your pages contain a bleed, you may want to separate your
pages from the spread. To do this, deselect Allow Pages to
Shuffle from the options menu and drag the page away from
the spine.
MASTER PAGES
- Every document you create includes a master page. Master pages
work like templates that your document pages will be based
on. They can hold elements and objects that will appear on
every page. If you add an element to a Master page, the element
will appear on every document page that is based on it. You can
see your Master pages in the top section of your Pages Palette.
- To place objects on a Master page, double click the master page
on the Pages Palette and add your elements. If you make the
document pages that are based on this Master active, you will
see your object appear on those pages.
- You may have different layouts for the different sections of your
document. You can create a new master page for each of these
sections.
a) From the Pages Palette options menu select New Master. This
process will allow you to see the options for the new master
page. Ctrl/Cmd clicking the New Page icon will also create a
new Master page, but you will not get the New Master dialogue
box. This dialogue box can however be accessed from the Pages
Palette options menu at any point.
b) From the New Master dialogue box select a prefix. You will see
this prefix appear on the pages that will be based on this Master
page.
c) Give the Master page a name.
d) If appropriate, select another master page that will be used
as the basis for your new Master page. Basing your new Master
page on an existing Master page means that any changes that
you make to the original, will appear in your new Master.
e) Enter the number of pages for the Master.
- You can turn a document page into a master page. Drag the
document page into the master section of the Pages Palette.
- To make a document page adopt the settings of a master page:
a) Select Apply Master to Pages from the Pages Palette option
menu and specify the settings in
the dialogue box.
b) Select the Master from the master section of the Pages palette
and drag it onto the icon for the page.
- Similarly, you can base one master page on another master by
dragging the icon of one onto the other.
- Objects that are placed on a master page are normally protected
and cannot be selected or edited
from a document page. However, you can release an object from
being protected by:
a) Holding down Shift and Ctrl/Cmd and clicking the object to
release objects one at a time.
b) From the Pages Palette options menu select Override All Master
Page Items. Objects that are placed on a master page are
positioned behind objects that are placed on document pages.
When you release objects from a master page, they will move to
the front of the document. You can use the arrange command to
shift their positioning [Object > Arrange > ].
PAGE NUMBERING
- One of the most common elements placed on a master page is
the page number character.
a) On the master page, draw a text frame and position it where
you would like the page number to appear.
b) Type > Insert Special Character > Auto Page Number
c) If your master is a spread, you will need to repeat this process
on the other pages.
- You may want to make changes to the formatting of the page
numbering:
a) Go to the page where you would like the changes to start taking
effect.
b) From the Pages Palette options menu select Numbering & Section
Options and make the appropriate entries in the dialogue
box
TABS & INDENTS
TABS
To display the Tabs palette:
i. Using the Type tool, click in the text frame.
ii. Choose Type > Tabs. [Cmd/Ctrl]+[Shift]+[T]
If the top of the frame is visible, the Tabs palette snaps to the current
text frame and matches its width to the current column. To align
the Tabs palette ruler with your text, scroll through your document to
display the top of the text frame, and then click the magnet icon on the
right side of the Tabs palette. The Tabs palette snaps to the top of the
column that includes the selection or the insertion point.
- Using the tab arrow icons you can set left, centre, right or decimal
tabs.
- To repeat a tab, select a tab on the tab ruler. Choose Repeat Tab
in the Tabs palette menu.
- To move a tab type a new location for X and press Enter or Return.
Or drag the tab to a new location.
- To delete a tab drag the tab off the tab ruler.
- To change a tab from one alignment to another select a tab on
the tab ruler. Click a tab-alignment button.
INDENTS
To set an indent using the Tabs palette, do one of the following to
the indent markers in the Tabs palette
- Drag the top marker to indent the first line of text. Drag the bottom
marker to move both markers and indent the entire paragraph.
- Select the top marker and type a value for X to indent the first
line of text. Select the bottom marker and type a value for X to
move both markers and indent the entire paragraph.
TEXT WRAP
You can wrap text around any object including other text frames
placed graphics and drawn objects.
To create a text wrap:
i. Select the frame you want to wrap the text around.
ii. Open the Text Wrap Palette Window > Types & Tables > Text
Wrap [Cmd/Ctrl]+[Option/Alt]+[W]
iii. Click a button for wrap shape
- Wrap Around Bounding box for a rectangular wrap the size of
the bounding box.
- Wrap Around Object Shape for a wrap the same shape as the
frame. You can then select how the frame fits the object by
specifying one of the following Contour types.
• Bounding Box to wrap text to the rectangle formed by the
graphic’s height and width.
• Detect Edges to generate the text wrap boundary using InDesign’s
automatic edge detection.
• Alpha Channel to generate the text wrap boundary from an alpha
channel saved with the image. Choose the channel you want
to use in the Alpha Channel menu. If the Alpha Channel option
isn’t available, no alpha channels were saved with theimage.
• Photoshop Path to generate the text wrap boundary from a
path saved with the image. Choose the path you want to use in
the Path menu. If the Photoshop Path option isn’t available, no
named paths were saved with the image.
• Graphic Frame to construct the text wrap boundary from the
container frame.
• Same as Clipping to use the imported image’s clipping path as
the text wrap boundary.
• Select Include Inside Edges to let text appear inside “holes” in an
imported graphic, such as a photo of a tire.
- Jump Object to move text away from the right or left edges of
the frame.
- Jump to Next Column forces the surrounding paragraph to the
top pof the next column or text frame.
iv. Enter Values for wrap offset, positive to move the wrap away
from the edges of the frame or negative to move the wrap
boundary inside the edges of the frame.
v. The Invert option allows text to wrap inside an object such as a
compound path.
vi. The Text Wrap boundary can also be edited like other objects
by adjusting points using the Direct Select Tool (White arrow) or
using the Pen Tool.
PARAGRAPH STYLES
Paragraph Styles allow you to set the formatting for character and
paragraph attributes.
- To open the Paragraph Styles Palette:
i. Type > Paragraph Styles
ii. Window > Type and Tables > Paragraph Styles
iii. [ F11 ]
- From the Paragraph Styles options menu select New Paragraph
Style or alternatively Alt/Opt Click the New Styles icon.
- Name the style.
- On the left hand side you will see a number of categories. Selecting
a category will reveal its options in the main window of the
dialogue box. Work through each category and make the relevant
selections.
- You can also create a Paragraph Style based on an existing block
of text that has been preformatted. With the curser positioned
within the edited paragraph, click the New Styles icon. A new
Paragraph Style will be created. Double click the new style to
give it a name.
- Apply a Paragraph Style by selecting the paragraph and in the
Paragraph Styles Palette click on the name of the style you
would like to apply or use the keyboard shortcut.
- You can override the Paragraph Style by applying local format
options (from the Character Palette etc). Once you do this, you
will see an addition next to the style name to indicate that some
of the formatting has be changed.
- Alt/Opt click the Paragraph Style name to override the local
character formatting.
- Shift + Alt/Opt click the Paragraph Style name to override the
Character Styles.
- Double click the Paragraph Style name to make changes to the
style. Any paragraphs that were based on this style will change
accordingly.
CHARACTER STYLES
- Character Styles override Paragraph Styles.
- To open the Character Styles Palette:
a) Type > Character Styles
b) Window > Type and Tables > Character Styles
c) [ Shift + F11 ]
- From the Character Styles options menu select New Character
Style or alternatively Alt/Opt Click the New Styles icon.
- Name the style.
- On the left hand side you will see a number of categories. Selecting
a category will reveal its options in the main window of the
dialogue box. Work through each category and make the relevant
selections.
- You can also create a Character Style based on an existing block
of text that has been preformatted. With the curser positioned
within the edited paragraph, click the New Styles icon. A new
Character Style will be created. Double click the new style to
give it a name. Note that only the character formatting attributes
will be turned into a Character Style.
- Apply a Character Style by highlighting the characters that you
would like to change and in the Character Styles Palette click on
the name of the style you would like to apply or use the keyboard
shortcut.
- Double click the Character Style name to make changes to the
style. Any characters that were based on this style will change
accordingly.
Type Settings
PAGES PALETTE
- If the Pages Palette is not open, select Window > Pages [ F12].
- Selecting Palette Options from the Pages Palette options menu
will allow you to change the display settings of the palette.
- The number of pages in the document was specified when set
ting up the document. But you may need to add more pages.
a) You can do this by clicking on the New Page icon at the bottom
of the Pages Palette.
b) You can drag a master page or non-master page from the
master page area to the document area of the Pages Palette
c) From the Pages Palette options menu, select Insert Pages.
Select the number of pages that you’d like to add and where
you would like them placed. From Master menu select which
master the pages should be based on or alternatively select
None.
-You can use the Pages Palette to navigate across your document.
To make a page active using the Pages Palette, double click the page.
- The Pages Palette can be used to duplicate pages. To duplicate
a page first select it using the Pages Platte. Then from the Pages
Palette options menu select Duplicate Spread. You can also
simply drag the spread to be duplicated into the New Page icon.
- The Pages Palette can be used to delete pages. To delete a
page first select it using the Pages Platte. Then from the Pages
Palette options menu select Delete Pages or click the Delete
Page icon.
REARRANGING PAGES
-You can use the Pages Palette to move existing pages to another
position in your document. Select Allow Pages to Shuffle to
make the new page force other pages to move along the
spread. Then from the Pages Palette drag an existing page next
to or between the pages of another spread.
-Most spreads contain a single page or are facing page documents.
But you may want to create a spread with more than two pages.
From the pages Palette options menu deselect Allow Pages to
Shuffle to add the new page to the existing spread without mov
ing the other pages. Go to the Pages Palette and drag an exist
ing page next to or between the pages of another spread. You
can also drag a new page in from a master spread.
- When rearranging your pages, notice your curser changing into
an arrow. This arrow is indicating which side of the spine the
page is getting added to.
- To separate spreads that contain more than 2 pages, drag each
page outside the spread or alternatively, from the Pages Pal
ette options menu select Allow Pages to Shuffle. You will see
a dialogue box asking if you would like to maintain the current
number of pages in the spread – select No. The document will
revert to the default number of pages per spread.
- If your pages contain a bleed, you may want to separate your
pages from the spread. To do this, deselect Allow Pages to
Shuffle from the options menu and drag the page away from
the spine.
MASTER PAGES
- Every document you create includes a master page. Master pages
work like templates that your document pages will be based
on. They can hold elements and objects that will appear on
every page. If you add an element to a Master page, the element
will appear on every document page that is based on it. You can
see your Master pages in the top section of your Pages Palette.
- To place objects on a Master page, double click the master page
on the Pages Palette and add your elements. If you make the
document pages that are based on this Master active, you will
see your object appear on those pages.
- You may have different layouts for the different sections of your
document. You can create a new master page for each of these
sections.
a) From the Pages Palette options menu select New Master. This
process will allow you to see the options for the new master
page. Ctrl/Cmd clicking the New Page icon will also create a
new Master page, but you will not get the New Master dialogue
box. This dialogue box can however be accessed from the Pages
Palette options menu at any point.
b) From the New Master dialogue box select a prefix. You will see
this prefix appear on the pages that will be based on this Master
page.
c) Give the Master page a name.
d) If appropriate, select another master page that will be used
as the basis for your new Master page. Basing your new Master
page on an existing Master page means that any changes that
you make to the original, will appear in your new Master.
e) Enter the number of pages for the Master.
- You can turn a document page into a master page. Drag the
document page into the master section of the Pages Palette.
- To make a document page adopt the settings of a master page:
a) Select Apply Master to Pages from the Pages Palette option
menu and specify the settings in
the dialogue box.
b) Select the Master from the master section of the Pages palette
and drag it onto the icon for the page.
- Similarly, you can base one master page on another master by
dragging the icon of one onto the other.
- Objects that are placed on a master page are normally protected
and cannot be selected or edited
from a document page. However, you can release an object from
being protected by:
a) Holding down Shift and Ctrl/Cmd and clicking the object to
release objects one at a time.
b) From the Pages Palette options menu select Override All Master
Page Items. Objects that are placed on a master page are
positioned behind objects that are placed on document pages.
When you release objects from a master page, they will move to
the front of the document. You can use the arrange command to
shift their positioning [Object > Arrange > ].
PAGE NUMBERING
- One of the most common elements placed on a master page is
the page number character.
a) On the master page, draw a text frame and position it where
you would like the page number to appear.
b) Type > Insert Special Character > Auto Page Number
c) If your master is a spread, you will need to repeat this process
on the other pages.
- You may want to make changes to the formatting of the page
numbering:
a) Go to the page where you would like the changes to start taking
effect.
b) From the Pages Palette options menu select Numbering & Section
Options and make the appropriate entries in the dialogue
box
TABS & INDENTS
TABS
To display the Tabs palette:
i. Using the Type tool, click in the text frame.
ii. Choose Type > Tabs. [Cmd/Ctrl]+[Shift]+[T]
If the top of the frame is visible, the Tabs palette snaps to the current
text frame and matches its width to the current column. To align
the Tabs palette ruler with your text, scroll through your document to
display the top of the text frame, and then click the magnet icon on the
right side of the Tabs palette. The Tabs palette snaps to the top of the
column that includes the selection or the insertion point.
- Using the tab arrow icons you can set left, centre, right or decimal
tabs.
- To repeat a tab, select a tab on the tab ruler. Choose Repeat Tab
in the Tabs palette menu.
- To move a tab type a new location for X and press Enter or Return.
Or drag the tab to a new location.
- To delete a tab drag the tab off the tab ruler.
- To change a tab from one alignment to another select a tab on
the tab ruler. Click a tab-alignment button.
INDENTS
To set an indent using the Tabs palette, do one of the following to
the indent markers in the Tabs palette
- Drag the top marker to indent the first line of text. Drag the bottom
marker to move both markers and indent the entire paragraph.
- Select the top marker and type a value for X to indent the first
line of text. Select the bottom marker and type a value for X to
move both markers and indent the entire paragraph.
TEXT WRAP
You can wrap text around any object including other text frames
placed graphics and drawn objects.
To create a text wrap:
i. Select the frame you want to wrap the text around.
ii. Open the Text Wrap Palette Window > Types & Tables > Text
Wrap [Cmd/Ctrl]+[Option/Alt]+[W]
iii. Click a button for wrap shape
- Wrap Around Bounding box for a rectangular wrap the size of
the bounding box.
- Wrap Around Object Shape for a wrap the same shape as the
frame. You can then select how the frame fits the object by
specifying one of the following Contour types.
• Bounding Box to wrap text to the rectangle formed by the
graphic’s height and width.
• Detect Edges to generate the text wrap boundary using InDesign’s
automatic edge detection.
• Alpha Channel to generate the text wrap boundary from an alpha
channel saved with the image. Choose the channel you want
to use in the Alpha Channel menu. If the Alpha Channel option
isn’t available, no alpha channels were saved with theimage.
• Photoshop Path to generate the text wrap boundary from a
path saved with the image. Choose the path you want to use in
the Path menu. If the Photoshop Path option isn’t available, no
named paths were saved with the image.
• Graphic Frame to construct the text wrap boundary from the
container frame.
• Same as Clipping to use the imported image’s clipping path as
the text wrap boundary.
• Select Include Inside Edges to let text appear inside “holes” in an
imported graphic, such as a photo of a tire.
- Jump Object to move text away from the right or left edges of
the frame.
- Jump to Next Column forces the surrounding paragraph to the
top pof the next column or text frame.
iv. Enter Values for wrap offset, positive to move the wrap away
from the edges of the frame or negative to move the wrap
boundary inside the edges of the frame.
v. The Invert option allows text to wrap inside an object such as a
compound path.
vi. The Text Wrap boundary can also be edited like other objects
by adjusting points using the Direct Select Tool (White arrow) or
using the Pen Tool.
PARAGRAPH STYLES
Paragraph Styles allow you to set the formatting for character and
paragraph attributes.
- To open the Paragraph Styles Palette:
i. Type > Paragraph Styles
ii. Window > Type and Tables > Paragraph Styles
iii. [ F11 ]
- From the Paragraph Styles options menu select New Paragraph
Style or alternatively Alt/Opt Click the New Styles icon.
- Name the style.
- On the left hand side you will see a number of categories. Selecting
a category will reveal its options in the main window of the
dialogue box. Work through each category and make the relevant
selections.
- You can also create a Paragraph Style based on an existing block
of text that has been preformatted. With the curser positioned
within the edited paragraph, click the New Styles icon. A new
Paragraph Style will be created. Double click the new style to
give it a name.
- Apply a Paragraph Style by selecting the paragraph and in the
Paragraph Styles Palette click on the name of the style you
would like to apply or use the keyboard shortcut.
- You can override the Paragraph Style by applying local format
options (from the Character Palette etc). Once you do this, you
will see an addition next to the style name to indicate that some
of the formatting has be changed.
- Alt/Opt click the Paragraph Style name to override the local
character formatting.
- Shift + Alt/Opt click the Paragraph Style name to override the
Character Styles.
- Double click the Paragraph Style name to make changes to the
style. Any paragraphs that were based on this style will change
accordingly.
CHARACTER STYLES
- Character Styles override Paragraph Styles.
- To open the Character Styles Palette:
a) Type > Character Styles
b) Window > Type and Tables > Character Styles
c) [ Shift + F11 ]
- From the Character Styles options menu select New Character
Style or alternatively Alt/Opt Click the New Styles icon.
- Name the style.
- On the left hand side you will see a number of categories. Selecting
a category will reveal its options in the main window of the
dialogue box. Work through each category and make the relevant
selections.
- You can also create a Character Style based on an existing block
of text that has been preformatted. With the curser positioned
within the edited paragraph, click the New Styles icon. A new
Character Style will be created. Double click the new style to
give it a name. Note that only the character formatting attributes
will be turned into a Character Style.
- Apply a Character Style by highlighting the characters that you
would like to change and in the Character Styles Palette click on
the name of the style you would like to apply or use the keyboard
shortcut.
- Double click the Character Style name to make changes to the
style. Any characters that were based on this style will change
accordingly.
Notes from 83568_indesign_type_setting.pdf UTS 2011
SHORTCUTS
Command + Spacebar + Click zooms in on your document page, centering on the area around your cursor. Command + Option + Spacebar + Click zooms out on your document page.
Double-click the Hand Tool in the Toolbar, or hit Command + Option + 0 (zero), to automatically fit the page or spread to the screen (obviously, the zoom amount will vary depending on the size of your monitor).
Double-click the Zoom Tool in the Toolbar, or hit Command + 1, to view your page or spread at 100%
SHORTCUTS
Command + Spacebar + Click zooms in on your document page, centering on the area around your cursor. Command + Option + Spacebar + Click zooms out on your document page.
Double-click the Hand Tool in the Toolbar, or hit Command + Option + 0 (zero), to automatically fit the page or spread to the screen (obviously, the zoom amount will vary depending on the size of your monitor).
Double-click the Zoom Tool in the Toolbar, or hit Command + 1, to view your page or spread at 100%
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