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

3. 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

4. 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

5. QUESTIONS //
And Answers

6. File > New
New Document Setup

7. 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

8. 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

9. New Document Setup Margins Columns Hole punch: Inside min. 0.75”
New File
Margins
Hole punch: Inside min ”
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

10. 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

11. 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

12. QUESTIONS //
And Answers

13. The blank page
Where to Start…

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. QUESTIONS //
And Answers

21. Styles //
Paragraph, Character, Cell, & Tables

22. 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

23. 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

24. 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

25. 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

26. 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

27. QUESTIONS //
And Answers

28. Styles //
Character, Cell & Tables

29. 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

30. 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

31. 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

32. 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

33. QUESTIONS //
And Answers

34. Master Pages //
Possible Layouts

35. 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.

36. QUESTIONS //
And Answers

37. Tips & Tricks //
InDesign Shortcuts

38. 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.

39. 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.

40. 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.

41. 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.

42. 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.

43. 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.

44. QUESTIONS //
And Answers

45. FOLLOW UP Text Keystone to 66866 for Monthly Proposal
& Marketing Tips!

46. THANK YOU FOR COMING