Indesign: setting up a proposal efficiently APMP WORKSHOP Indesign: setting up a proposal efficiently

Before you start RFP Requirements for Tabs Client Files & Guts Folders Folder Setup RFP Requirements for Tabs Client Files & Guts Folders Both mimic tabs // sections 00, 01, 02, 03, 04, etc. Tab1_, Tab2_, Tab3_ File Setup _client files – sorts to the top Guts

Before you start Organization….Oh Yeah! Version Control Organization….Oh Yeah! Great for Teams and individuals Terms Version control - V1, V2, V3 Initials - _KL, _JH _FINAL – Final Draft // Reviews _PRESS – Final Submission // Ready for Print

QUESTIONS // And Answers

File > New New Document Setup

New Document Setup Common Requirements Margins Orientation // Printing RFP Requirements Common Requirements Margins .5”, 1” Font Times New Roman, Arial, etc. Font Size 12 pt Nothing smaller that 10 pt Orientation // Printing Single-Sided No Facing Pages Double-Sided Right & Left Read Pages

New Document Setup Presets Number of pages Facing pages vs. not New File Presets Create your most common Number of pages Always 1 Facing pages vs. not Facing pages: R & L read, double-sided Not: single-sided prints Number of Pages – always 1, we can create later through master pages and primary text frames Facing or Not – Primary Next Slide Page Size Columns – only if you will use consistently throughout whole document

New Document Setup Margins Columns Hole punch: Inside min. 0.75” New File Margins Hole punch: Inside min. 0.75” Columns Only if you will use columns throughout the whole document Better used through paragraph styles Number of Pages – always 1, we can create later through master pages and primary text frames Facing or Not – Primary Next Slide Page Size Columns – only if you will use consistently throughout whole document

New Document Setup Bleed Slug Not necessary if printing in-house New File Bleed Not necessary if printing in-house Standard Printer Margin: 0.25” Slug Notation Specialty folds or printing notes Notes for internal use Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

New Document Setup Primary Text Frame So What? Allows content to be imported and threaded automatically through master pages So What? You do not have to click every page to import documents Pages are moveable and will keep formatting and content Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

QUESTIONS // And Answers

The blank page Where to Start…

Know your content Brand Standards Color Palette Fonts Style or Voice General Layout Brand Standards Color Palette Fonts Style or Voice Logo Usage Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Know your content Master Pages Sections What they do Why you should use them How do you use them Sections Without text formatting Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Know your content Labeling Sections Based on: Master Pages Labeling Sections Left click selected master pages Click Master Options Rename  Based on: Master A: Will carry over formatting Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Know your content Possible Sections Master // General (A) Master Pages Possible Sections Master // General (A) Cover Letter // Executive Summary Project Profiles Resumes Firm Profiles Financials Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

ANY TYPE OF PAGE YOU REPEATEDLY LAYOUT! Know your content Master Pages Possible Sections - continued 11 x 17, z-fold Org Chart, Pricing Tables, Text with Side Bar, Forms ANY TYPE OF PAGE YOU REPEATEDLY LAYOUT! Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Know your content Columns Grids? Can be defined on page or text box Elements Columns Can be defined on page or text box Recommendation: Format through PARAGRAPH STYLES Grids? Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

QUESTIONS // And Answers

Styles // Paragraph, Character, Cell, & Tables

Styles // Paragraph Elements that are on every page Paragraph Styles Page Elements Elements that are on every page Text, Logo, Graphic Elements Paragraph Styles Header Sub-Header Disclaimer Page Number Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Styles // Master Pages Page Elements You are building your master page layouts as you define your typography through paragraph styles Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Styles // Paragraph Elements in the body of the text Paragraph Header Body Elements Elements in the body of the text Paragraph Header Paragraph Header 2 Paragraph Header 3 Body – Single, Double, Triple Column Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Styles // Paragraph Elements in the body of the text Body Elements Elements in the body of the text Bulleted Lists: Single & Double Column Numbered Lists: Single & Double Column Quotes Photo Captions Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Styles // Paragraph Paragraph Style Options Font Family, Style Size Case Indent Columns and A LOT more! Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

QUESTIONS // And Answers

Styles // Character, Cell & Tables

Styles // Table & Cells Table Style Options Cell Styles Header Rows Footer Rows Body Rows Left & Right Columns Bleed is not necessary if printing on standard office printer. Your typical printer can only print to ¼ inch to the edge due to the paper rollers

Styles // Cell New Cell Style Based on Paragraph Styles Cells Needed: Style Options New Cell Style Based on Paragraph Styles Cells Needed: Header Row (solid fill) Sub-header Body Footer Cell Styles Used to define the formatting of cells within your tables. Can be formatted to determine Fill color, Stroke Color and text formatting. Will save a huge about of time for importing tables You will not have to click, select text and format cell by cell or even rows // collumns

Styles // Character What for? Used for small changes to show emphasis Style Options What for? Used for small changes to show emphasis Bold Bold Color Italics Color Italics Color Cell Styles Used to define the formatting of cells within your tables. Can be formatted to determine Fill color, Stroke Color and text formatting. Will save a huge about of time for importing tables You will not have to click, select text and format cell by cell or even rows // collumns

Styles // Object What for? Used for formatting images Stroke & Fill Style Options What for? Used for formatting images Stroke & Fill Text Wrap Frame Fitting Fit Content to Frame Fill Frame Proportionally Fill Content Proportionally Cell Styles Used to define the formatting of cells within your tables. Can be formatted to determine Fill color, Stroke Color and text formatting. Will save a huge about of time for importing tables You will not have to click, select text and format cell by cell or even rows // collumns

QUESTIONS // And Answers

Master Pages // Possible Layouts

Styles // Master Pages Most Common Layouts Resumes Project Profiles Possible Layouts Most Common Layouts Resumes Project Profiles Text Spread (full) Text Spread with sidebar Org Charts Financial Tables If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

QUESTIONS // And Answers

Tips & Tricks // InDesign Shortcuts

Tips & Tricks // Primary Text Frames Importing Documents InDesign Shortcuts Primary Text Frames Importing Documents Using Place tool Will automatically populate your pages Master pages can be reapplied without duplicating text frames or adding empty master page text boxes that need to be deleted If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

Tips & Tricks // Importing Tables from Excel Importing Documents InDesign Shortcuts Importing Tables from Excel Importing Documents Using Place tool Click Import Options to get: sheet options cell rages table styles If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

Tips & Tricks // Copy & Pasting Table Data InDesign Shortcuts Copy & Pasting Table Data If your rows and columns are the same, then you can copy & paste the entire table from word or excel straight into InDesign If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

Tips & Tricks // Frame Fitting Options Keyboard Shortcuts InDesign Shortcuts Frame Fitting Options Keyboard Shortcuts Fit Content Proportionally Ctrl – Alt – Shift – E Fit Frame Proportionally Ctrl – Alt – Shift – C Center Content Ctrl – Shift – E Fit Frame to Content Ctrl – Alt – C If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

Don’t Forget Caption Paragraph Style! Tips & Tricks // InDesign Shortcuts Inserting Captions Directly to image Select image Object > Captions or Left Click Image Setup Generate Static Caption Don’t Forget Caption Paragraph Style! If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

Tips & Tricks // Inserting Page Breaks Left click text InDesign Shortcuts Inserting Page Breaks Left click text or Type > Insert Special Character > Page Break Keyboard Shortcuts Ctrl – Enter (pc) Command – Fn – Enter (mac) If this is specifically something you are interested in, Please notate it on the seminar feedback sheets. It is too much information to also do on top of all the styles but if there is a need I can teach another workshop on common layouts, grid systems and typography.

QUESTIONS // And Answers

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THANK YOU FOR COMING karren@keystoneresources.com