10 Tips and Tricks to Improve Your Workflow in InDesign CS5

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Want to increase your productivity time in InDesign by leaps and bounds?

This presentation was given to the Carolina Adobe Users Group at UNC Chapel Hill on April 27, 2011. This talk covers the things I’ve found to be most helpful, and show you the many ways this robust program can literally cut many hours off of your design time, simply by letting the program do all the work for you. This talk covers Table of Contents, Paragraph Styles, Instant Grid, Placing multiple images, Page Numbering and Data Merge for Variable Data, and more.

If you are a print designer, or use the internet alot to post your designs, you could definitely benefit from this talk.

Published in: Technology, Design

10 Tips and Tricks to Improve Your Workflow in InDesign CS5

  1. 1. 10 TIPS AND TRICKS TOIMPROVE YOUR WORKFLOW IN INDESIGN CS5 Things you have probably heard about, but aren’t using… Yet. Nicolette D. DeGroot Creative Director UNC-CH Department of Otolaryngology/Head & Neck Surgery
  2. 2. ABOUT THE PRESENTERv  Three years of UNC-Chapel Hill Communications experience •  Department of ENT since January 2011 •  Division of Gastroenterology (2008-2011)v  Daily user of InDesign CS5, by no means an “expert”v  Graphic Arts and Imaging Technology degree, Appalachian (2006)v  Fine art background, budding photographerv  Freelance graphic designerv  Sharing topics that are helpful to me, in hopes that it will help you!
  3. 3. BY A SHOW OF HANDS…v  How many are actively using InDesign for layouts?v  Would you describe your experience as: •  Rookie •  Passable •  Old handv  What do you use InDesign for? •  Books/long documents •  Newsletters •  Posters/signs/fliers •  Something else?
  4. 4. TOPIC LIST*v  Master Pages v  Data Mergev  Paragraph Styles v  Multiple Page Importv  Page Numbering v  Placing Imagesv  Table of Contents v  Preflighting & Packagingv  Image Grid v  Shortcuts*Basic understanding of ID is assumed. Each topic has much to cover, and are listed here merely as a brief introduction, and deserve further examination.
  5. 5. MASTER PAGESv  Master pages or spreads are non-printingpages that provide repeating “background”elements which can be made to appear on everypage portions of a publication. •  Page numbers •  Headers/footers •  Watermarked images •  Guides and grids ! •  Graphic Elements !
  6. 6. PARAGRAPH STYLESv  For use with long publications with uniformtext layouts or pages of the same style. •  Annual reports •  Newslettersv  Play! Use paragraph styles while playing withtext bodies to determine what the best look foryour publication will be.v  Create a new paragraph style whenever youcreate a unique body of text, even if you onlyuse that typeface once.
  7. 7. PAGE NUMBERINGv  Create a text box where you want your page number to appear.v  With Type tool selected in the text field, go to Type > Insert Special Character> Markers > Current Page Number . The number initially appears as a letter inmaster view, but once you go back to the pages view all pages are numbered.v  To continue pagination, Go to Type > Insert Special Character > Markers >Next Page Number , and the next page number has been set.v  Style your page number adjusting color and size, choose fonts and, if suits,add words or symbols before/after the number. (Sect., URL, Page 1 of 5, etc.)
  8. 8. TABLE OF CONTENTSv  Create a frame for your TOC.v  Type the first TOC entry in the frame, followedby a shift-tab, followed by the page number for thatentry, followed by a return. Repeat this for eachTOC entry. The shift-tab creates a "right indenttab", a special kind of tab stop that causes the textafter the tab stop to always right-align with theright edge of the frame.
  9. 9. IMAGE GRIDv  Select File > Place, and select multiple images byclicking on one image, and then command-clicking (Mac)or ctrl-clicking (Windows) on subsequent images.v  Click the Open button. InDesign will import all theimages you selected, and then display the "placecursor" with a number showing how many imagesyouve imported.v  Hold down command-shift (Mac) or ctrl-shift(Windows), and drag out a rectangle. You will see a gridof frames appear. Dont release the mouse button, butyou can now release the command/ctrl-shift keys.
  10. 10. IMAGE GRID (CONT.)v  While continuing to hold the mouse button down, you canadjust the number of rows and columns using the cursor (arrow)keys on the keyboard. The up/down arrows increase/decrease thenumber of rows in the grid, and the right/left arrows increase/decrease the number of columns in the grid.v  Again, while continuing to hold the mouse button you canadjust the space between the rows and columns using shift+thecursor keys on the keyboard. Shift + the up/down arrows increases/decreases the vertical space between rows, and shift + the right/leftarrows increases/decreases the horizontal space between columns.v  Release the mouse button, and a precise grid of frames will becreated, with an image placed in each frame.v  The grid is not grouped, and each image may have to bemanipulated to fit their frames.
  11. 11. DATA MERGEv  Mailing labels (re: Word)v  Personalized letters, postcards, etcv  Contact directoriesv  Nametags
  12. 12. MULTIPLE PAGE PDF IMPORTv  Import more than one page of a multi-pagePDF in InDesign simply by turning on the ShowImport Options in the Place dialog box. Oncethe options box is open, choose which pages fromthe PDF you want to import (or select All to bringthem all in).v  Once you click OK, you’ll see the normal PlacePDF cursor, except that every time you click,another PDF (in order) is placed until all PDFshave been placed in your document.
  13. 13. PLACING IMAGESFor the slimmest possible InDesign files :1.  Don’t copy and paste content from Photoshop or a web browser2.  Don’t leave extra items floating around (stuff on pasteboards, extra master pages).3.  Do go to File > Save As to create a duplicate of your document.4.  Do resize images and set their resolution in Photoshop, not InDesign.
  14. 14. PREFLIGHTING & PACKAGINGv  Best thing you can learn for your printer.v  Click File > Preflight. Open the PreflightCheck dialog screen. You will findcategorized sections to check documentsfor errors and missing files.v  A small warning icon indicates problemareas.v  Missing files can be replaced those fromthe Preflight Check dialog screen.
  15. 15. SHORTCUTSv  The secret handshake between InDesign users.v  They are your friend! They expedite your workflow by leaps and bounds.v  Job security! A graphics teacher once told me that someone who usesshortcuts in Adobe products appears to be an expert to the untrained eye!v  http://gilbertconsulting.com/resources-misc.html
  16. 16. QUESTIONS?
  17. 17. Contact Nicolette: Office 919.843.7323 Mobile 919.926.8094 ndegroot@med.unc.edu Adobe InDesign Users Group Contact: Kelly Vaughn: kelly@documentgeek.com Resources: -  InDesign SecretsThank you! -  O’Reilly Digital Studio -  Adobe.com -  Trial and error

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