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InDesign Tips
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Understanding your project
Careful planning at the start of a project won't guarantee success, but it will help you understand the scope of your project and estimate how much time and other resources you're going to need. It'll also help you prioritise jobs and identify potential problems early on so you can avoid them. In short term, good planning puts you on the fast track to success.
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To start a new booklet: Choose File > New > Document Type the Number of Pages in your field, in this case 8 (we’ll use 2 double sided 1/2 sheets of letter). Select Facing Pages—gives you left and right-hand pages in your document. Choose A4 Set orientation to Portrait. Setting the Margins: choose .5 in all around Enter 1 as the Number of Columns Click Create To access your layout settings in an existing document If you’ve already started a document, choose File > Document Setup to adjust your page size and orientation Alert: Changing page size and orientation may require that you adjust the pre-existing content (type and graphics) in the document Layout > Margins and Columns to modify columns, margins and gutter
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Guides You can drag guides for your layout off the rulers, just click and pull down or across. Use the Pages panel to see your layout in thumbnails and to access and apply master page items. To do this, click on the A-Master icon at the top of the Pages panel.
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Create text boxes Once you access your master page, you can create text boxes to fit your margins as well as set up any page elements like page numbers and folio items. Whatever you do on your master pages will be applied throughout the rest of the document. Create two text boxes using your Type tool and position them within your margins.
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Link Pages Direct selection tool white arrow Next, using your Direct Selection tool, select the text box on the left and locate the small square on the lower-right corner. Click this and you will see your cursor change to a text flow icon. With this text flow cursor icon, click on the right-hand text box and see the cursor change to a link cursor icon. This enables your document pages to link from page to page as you flow your text in.
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Links panel overview All files placed in a document are listed in the Links panel. These include both local (on disk) files and assets that are managed on a server. However, files that are pasted from a website in Internet Explorer do not display in this panel. In InCopy, the Links panel also displays linked stories. When you select a linked story in the Links panel, the Link Info section displays information such as the number of notes, the managed status, and the status of tracked changes.
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Page numbers You can automate page numbering by making a text box and typing in a number wherever you want page numbers to appear in your layout. Select the number you typed, ctrl/right-click on it, and from the pop-up menu that appears select 'Insert special characters > Markers > Current page numbers'. You will see the number change to the letter A. This signifies that your page numbers are now applied to all your pages.
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Populating pages
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Populating pages Now, click on the first page of your document in the Pages panel and you'll see the items you created on your master pages have been applied. The first page is typically a 'half title' page, typically followed by a full title page with the subtitles, and name of the author and publishing house. Create these and a table of contents before flowing in the main body copy. To remove master items from a page, cmd/ctrl+shift+click on an item and it will be broken out of the master, then hit Delete.
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Flow in text Now flow in the text. cmd/ctrl+Shift+click on the first text box and then press cmd/ctrl+D and select the text file on your hard disk. Your text will flow into the first spread. Select the second text box and click on the small box at the lower right corner. Hold Shift and it turns into an Auto-flow cursor icon. Click in the first text box on the next spread, and flow it in to the end of the document.
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Adjusting font
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text Using your Text Selection tool and Character and Paragraph panels, adjust the font, size, colour and other character attributes that may be needed. Justified text is common for book body text. Your font size should be 10-12pt, with leading 13-15pt. Your text should have few hyphens and have an over all 'greyness' to it when viewed with a squinted eye. Good fonts are designed to have ideal kerning pairs but make sure headers, sub-headers, section breaks and drop caps get extra attention for a breathable hierarchy.
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Tidying up You can apply any number of text treatments to your page, as well as import images to flow throughout your text. You can create any number of differently shaped boxes to import images into. Using the Text Wrap panel, set a 'runaround' so that text can flow around the images. Once done, export your book for press by packaging your document, saving it as a PDF for print, or ebook or e-pub formats.
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Preferences Cmd or Ctrl + K to open the Preferences Dialog Box
When you're setting up templates in InDesign, it's important to understand that certain preferences will be saved with your template and will affect all the documents that are created from that template. I'll starting by pressing Cmd or Ctrl + K to open the Preferences Dialog Box. And even though it's not indicated anywhere in this dialog box, some preferences here are application-wide and apply to all documents, while other preferences are document-specific.
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Preferences If you want your documents to be able to automatically add and remove pages to fit the amount of text they contain, make sure this is on. In Advanced Type, the Character Settings are all document-specific. So be sure the size and position of your Superscript, Subscript, and Small Caps settings are all the way that you want before you start using your templates. In Composition, all the preferences are document-specific. The Highlight settings only control what you see on screen, but the Text Wrap settings will affect the way text flows on your pages.
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Don't worry about the things in General, Sync Settings, or Interface
Don't worry about the things in General, Sync Settings, or Interface. None of these is going to affect your template. But the type settings do stick with the document. And I just want to point out two specific things here. The first one is Apply Leading to Entire Paragraphs. This will determine whether the largest leading in a paragraph becomes the leading for the entire paragraph. Or, if you turn this off, the largest leading only affects the line where it's used. And that's the default. So if you want your paragraphs to have consistent leading, set it to Apply to Entire Paragraph. Also note that this preference will not override places where you use a character style to apply leading to text.
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Another setting to pay attention to here is Smart Text Reflow.
If you want your documents to be able to automatically add and remove pages to fit the amount of text they contain, make sure this is on.
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Advanced type In Advanced Type, the Character Settings are all document-specific. So be sure the size and position of your Superscript, Subscript, and Small Caps settings are all the way that you want before you start using your templates. In Composition, all the preferences are document-specific. The Highlight settings only control what you see on screen, but the Text Wrap settings will affect the way text flows on your pages.
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Units and increments All of the Units & Increments settings are document-specific. Again, things like Ruler Units and Keyboard Increments won't change what you see on the page, but they can help someone using your templates be more efficient, so it's worth putting some thought into them. All of the Grid settings are document-specific.
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Out of these, the Baseline Grid is the most important one here
Out of these, the Baseline Grid is the most important one here. Usually you'd start with your grid relative to the top margin, so we'll change that from Top of Page. And set an increment to match the leading of your body text.
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Dictionary In the Dictionary preferences, everything is document-specific except for the language and location of the dictionary. These two settings right at the top. And then we come to a long stretch where all of the settings are application-wide. So from Spelling all the way down to Display Performance, you don't have to worry about any of these settings affecting your templates.
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In the Dictionary preferences, everything is document-specific except for the language and location of the dictionary. These two settings right at the top. And then we come to a long stretch where all of the settings are application-wide. So from Spelling all the way down to Display Performance, you don't have to worry about any of these settings affecting your templates. The next thing that's document-specific is the overprinting of black in the Appearance of Black settings, right here. This is something you should leave turned on unless you have a specific reason to turn it off.
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In File Handling, two things are document-specific: Snippet Import, and Create Links to Text in Spread sheet Files, which is turned off by default. You'd want to turn this one on if you wanted to create live links to Word and Excel documents. I'm going to leave it off at the default. And finally, everything in Clipboard Handling is application-wide.
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essentials Another way of setting up a book
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Placing graphics
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text
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