book

InDesign® CS4 Bible

Name: InDesign® CS4 Bible
Author: Galen Gruman
ISBN: 9780470405116

by Galen Gruman

January 2009

Beginner to intermediate

991 pages

23h 58m

English

Wiley

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Copyright
About the Author
Credits
Foreword
Preface
Acknowledgments
Introduction
What This Book OffersHow to Read This BookInDesign QuickStartPart I: Welcome to InDesignPart II: Document FundamentalsPart III: Object FundamentalsPart IV: Text FundamentalsPart V: Business Document FundamentalsPart VI: Graphics FundamentalsPart VII: Output FundamentalsPart VIII: Electronic Publishing TechniquesPart IX: Workgroup Publishing TechniquesPart X: Extending InDesignPart XI: AppendixesThe companion Web siteConventions Used in This BookInDesign commandsDialog boxes, panels, and panesKeyboard conventionsIcons
QS. Quick Start: Building a Document from Start to Finish
QS.1. Creating a New DocumentQS.2. Working with Frames and PagesQS.3. Working with TextQS.4. Working with LinesQS.5. Creating and Applying ColorsQS.6. Working with GraphicsQS.7. Adding Special EffectsQS.8. Printing a Composite
I. Welcome to InDesign
1. What InDesign Can Do for You
1.1. InDesign's Flexible Approach1.2. Understanding Global and Local Control1.3. Summary

2. Inside the InDesign Interface
2.1. Exploring the InDesign Application Folder2.1.1. The Presets folder2.1.2. The Plug-ins folder2.1.3. The Required folder2.2. Exploring the Document Window2.2.1. Title tab2.2.2. Rulers2.2.3. Zero point2.2.4. Scroll bars2.2.5. Pasteboard, pages, and guides2.2.6. Page controls2.2.7. Version Cue pop-up menu2.2.8. Application frame2.2.9. Application bar2.2.10. Zoom field and pop-up menu2.2.11. Adobe Community Search field2.3. Working with Multiple Document Windows2.4. Using Tools2.4.1. Selecting tools2.4.2. Understanding what the tools do2.4.2.1. Selection tool2.4.2.2. Direct Selection tool2.4.2.3. Position tool2.4.2.4. Pen tool2.4.2.5. Anchor and direction point tools2.4.2.6. Type tool2.4.2.7. Type on a Path tool2.4.2.8. Pencil tool2.4.2.9. Smooth tool2.4.2.10. Erase tool2.4.2.11. Line tool2.4.2.12. Frame tools2.4.2.13. Shape tools2.4.2.14. Scissors tool2.4.2.15. Rotate tool2.4.2.16. Scale tool2.4.2.17. Shear tool2.4.2.18. Gradient Swatch tool2.4.2.19. Gradient Feather tool2.4.2.20. Free Transform tool2.4.2.21. Note tool2.4.2.22. Eyedropper tool2.4.2.23. Measure tool2.4.2.24. Hand tool2.4.2.25. Zoom tool2.4.3. Color buttons2.4.4. View buttons2.4.5. Using Tool Tips and keyboard shortcuts2.4.6. Opening and closing the Tools panel2.5. Working with Panels and Docks2.5.1. Arranging panels2.5.2. Changing the dock display2.5.3. Using panels2.5.4. Checking out the panels2.6. Reviewing Menu Commands2.6.1. InDesign menu2.6.2. File menu2.6.3. Edit menu2.6.4. Layout menu2.6.5. Type menu2.6.6. Object menu2.6.7. Table menu2.6.8. View menu2.6.9. Window menu2.6.10. Help menu2.6.11. Contextual menus2.7. Undoing What You've Just Done2.8. Summary
3. Getting InDesign Ready to Go
3.1. Working with Preferences Files3.1.1. InDesign Defaults file3.1.2. Presets folder3.2. Using the Preferences Dialog Box3.2.1. General preferences3.2.1.1. Page Numbering area3.2.1.2. Font Downloading and Embedding area3.2.1.3. When Scaling area3.2.1.4. Scripting area3.2.1.5. Reset All Warning Dialogs button3.2.2. Interface preferences3.2.3. Type preferences3.2.3.1. Type Options area3.2.3.2. Drag and Drop Text Editing area3.2.3.3. Smart Text Reflow area3.2.4. Advanced Type preferences3.2.4.1. Character Settings area3.2.4.2. Input Method Options area3.2.5. Composition preferences3.2.5.1. Highlight area3.2.5.2. Text Wrap area3.2.6. Units & Increments preferences3.2.6.1. Ruler Units area3.2.6.2. Point/Pica Size area3.2.6.3. Keyboard Increments area3.2.7. Grids preferences3.2.7.1. Baseline Grid area3.2.7.2. Document Grid area3.2.8. Guides & Pasteboard preferences3.2.8.1. Color area3.2.8.2. Guide Options area3.2.8.3. Smart Guides area3.2.8.4. Pasteboard Options area3.2.9. Dictionary preferences3.2.9.1. Language area3.2.9.2. Hyphenation Exceptions area3.2.9.3. User Dictionary area3.2.10. Spelling preferences3.2.10.1. Spelling area3.2.10.2. Dynamic Spelling area3.2.11. Autocorrect preferences3.2.12. Notes preferences3.2.13. Story Editor Display preferences3.2.13.1. Text Display Options area3.2.13.2. Cursor Options area3.2.14. Display Performance preferences3.2.14.1. Options area3.2.14.2. Adjust View Settings area3.2.14.3. Scrolling area3.2.15. Appearance of Black preferences3.2.15.1. Options for Black on RGB and Grayscale Devices area3.2.15.2. Overprinting of [Black] area3.2.16. File Handling preferences3.2.16.1. Document Recovery Data area3.2.16.2. Saving InDesign Files area3.2.16.3. Snippet Import area3.2.16.4. Links area3.2.17. Clipboard Handling pane3.2.17.1. Clipboard area3.2.17.2. When Pasting Text and Tables from Other Applications area3.3. Setting Other Global Preferences3.3.1. Setting up automatic program updates3.3.2. Customizing keyboard shortcuts3.3.2.1. Using and modifying default shortcuts3.3.2.2. Viewing and printing shortcuts3.3.3. Customizing menus3.3.4. Workspaces3.3.5. Color management settings3.4. Modifying Defaults for Documents, Text, and Objects3.4.1. Document defaults3.4.2. Text defaults3.4.3. Object defaults3.5. Modifying Defaults for Views3.6. Setting Color and Style Defaults3.7. Reverting Preferences and Defaults3.8. Changing Views3.8.1. Zooming and scrolling3.8.1.1. The Zoom tool3.8.1.2. Zoom options in the View menu3.8.1.3. The Zoom field and pop-up menu3.8.1.4. The Hand tool3.8.1.5. The quick zoom function3.8.2. Object display options3.9. Summary
II. Document Fundamentals
4. Creating, Opening, and Saving Documents
4.1. Taking Stock before You Begin4.2. Setting Up a New Publication4.2.1.4.2.1.1. Creating new documents4.2.1.2. Creating your own document types4.3. Opening Documents and Templates4.3.1. Opening documents versus opening templates4.3.2. Working with files in the Bridge file system4.3.3. Converting documents created with other programs4.3.3.1. QuarkXPress4.3.3.2. PageMaker4.3.4. Recovering a document after a crash or power failure4.4. Saving Documents and Templates4.4.1. Saving documents versus saving templates4.4.2. Knowing how to not save changes4.5. Saving Files in Other Formats4.5.1. Export formats for whole documents4.5.2. Export formats for document elements4.5.2.1. Working with exported tagged text files4.5.2.2. Exporting files as JPEG graphics4.6. Summary
5. Working with Pages and Layers
5.1. Working with Multipages Documents5.1.1. Adding pages5.1.2. Deleting pages5.1.3. Copying and moving pages5.1.3.1. Working within a document5.1.3.2. Working across documents5.1.4. Starting documents on a left page5.1.5. Controlling page shuffling5.1.6. Creating gatefold spreads5.1.7. Working with page numbers5.1.8. Dividing a document into sections5.1.9. Navigating pages5.1.10. Navigating by page number5.1.10.1. Navigating with the menus and shortcuts5.1.10.2. Navigating with the Pages panel5.1.11. Working with specialty page controls5.1.11.1. Transparency alert5.1.11.2. Rotated page views5.1.11.3. Page transitions5.1.12. Adjusting page layouts5.2. Working with Layers5.2.1. Creating layers5.2.2. Working with objects on layers5.2.2.1. The active layer5.2.2.2. Selecting objects on layers5.2.2.3. Placing objects on layers5.2.2.4. Moving objects to different layers5.2.3. Manipulating layers5.2.3.1. Selecting layers5.2.3.2. Hiding layers5.2.3.3. Locking layers5.2.3.4. Preventing layers from printing or exporting5.2.3.5. Rearranging layers5.2.3.6. Combining layers5.2.3.7. Deleting layers5.2.3.8. Controlling guides5.3. Summary
6. Creating Layout Standards
6.1. Creating and Applying Master Pages6.1.1. The Pages panel6.1.2. Creating a new master page6.1.2.1. Basing a master page on another master page6.1.2.2. Creating master pages from document pages6.1.3. Importing a master page6.1.3.1. Duplicating a master6.1.3.2. Deleting a master6.1.4. Laying out a master page6.1.5. Applying a master page to document pages6.1.6. Modifying master items on document pages6.2. Using Templates6.2.1. Creating templates6.2.2. Modifying templates6.2.3. Creating documents from templates6.3. Storing Objects in Libraries6.3.1. Adding and deleting library objects6.3.2. Cataloging library objects6.3.3. Copying library objects onto document pages6.4. Using Ruler Guides and Grids6.4.1. Ruler guides6.4.1.1. Creating ruler guides manually6.4.1.2. Creating a set of guides automatically6.4.1.3. Working with ruler guides6.4.2. Working with column guides6.4.3. Working with the baseline grid6.4.4. Working with the document grid6.4.5. Snapping to guides6.5. Summary
7. Defining Colors, Tints, and Gradients
7.1. Defining Color Terms7.2. Understanding Process and Spot Color7.2.1. Identifying methods of color printing7.2.2. Mixing spot and process colors7.2.3. Converting spot color to process color7.3. Working with Color Models7.4. Understanding Paper Variation Models7.5. Defining Colors and Tints7.5.1. Creating colors the ideal way: the Swatches panel7.5.2. Using Kuler to add to your color swatches7.5.2.1. Creating tints7.5.3. Mixing color swatches to create more colors7.5.4. Creating colors the risky way: Using the Colors panel7.5.5. Importing and sampling colors7.5.5.1. Importing swatches7.5.5.2. Importing colors from graphics7.5.5.3. Sampling colors7.6. Working with Gradients7.6.1. Creating gradients7.6.2. Creating unnamed gradients7.6.3. Adjusting gradient angle and location7.7. Managing Swatches7.7.1. Editing swatches7.7.2. Merging swatches7.7.3. Deleting swatches7.7.4. Duplicating swatches7.8. Applying Colors, Tints, and Gradients7.9. Summary
III. Object Fundamentals
8. Adding Frames, Shapes, and Lines
8.1. Creating a Text Frame8.2. Creating a Graphics Frame8.3. Converting Frames for Specific Content8.4. Drawing Straight Lines8.5. Summary
9. Manipulating Objects
9.1. Selecting Objects9.1.1. Understanding the selection tools9.1.2. Selecting objects9.1.3. Selecting overlapping objects9.1.3.1. The Select submenu9.1.3.2. Keyboard shortcuts9.1.3.3. Control panel selection buttons9.1.4. Selecting multiple objects9.1.5. Deselecting objects9.2. Moving Objects9.3. Creating Copies of Objects9.3.1. Copying objects within documents9.3.2. Copying objects between documents9.4. Deleting Objects9.5. Preventing Objects from Printing9.6. Aligning and Distributing Objects9.6.1. Working with the Align panel9.6.2. Working with smart guides9.6.3. Working with smart spacing and measurements9.7. Summary
10. Transforming Objects
10.1. Resizing and Scaling Objects10.1.1. Resizing methods10.1.1.1. Using the mouse10.1.1.2. Using the Control or Transform panel10.1.2. Scaling methods10.2. Performing Other Transformations10.2.1. Rotating objects10.2.1.1. Using the Rotate tool10.2.1.2. Using the panels10.2.2. Using the Shear tool10.2.3. Flipping objects10.2.4. Using the Free Transform tool10.3. Repeating Transformations10.4. Undoing Transformations10.5. Replacing Object Attributes10.6. Summary
11. Applying Effects to Objects
11.1. Working with Strokes11.1.1. Adding strokes11.1.2. Creating stroke styles11.2. Adding Corner Options11.3. Applying Lighting Effects11.3.1. Using the Effects panel and related controls11.3.2. Applying transparency11.3.3. Applying drop shadows and inner shadows11.3.4. Applying feathering11.3.4.1. Applying basic feathering11.3.4.2. Applying directional feathering11.3.4.3. Applying gradient feathering11.3.5. Applying outer and inner glows11.3.5.1. Applying an outer glow11.3.5.2. Applying an inner glow11.3.6. Applying beveling and embossing11.3.7. Applying satin effects11.4. Summary
12. Orchestrating Objects
12.1. Stacking Objects12.2. Combining Objects into a Group12.2.1. Using groups within groups12.2.2. Selecting objects within groups12.2.3. Ungrouping12.3. Locking Objects12.4. Creating Inline Frames12.4.1. Creating an inline frame with the Paste command12.4.2. Creating an inline frame with the Place command12.4.3. Creating an inline frame using the Anchored Object command12.4.4. Adjusting inline frames12.4.5. Deleting inline frames12.5. Setting Up "Follow Me" Anchored Frames12.5.1. When to use anchored frames12.5.2. Adding anchored frames12.5.3. Converting existing frames to anchored frames12.5.4. Adjusting anchored frames12.5.5. Releasing and deleting anchored frames12.6. Wrapping Text around Objects12.6.1. Using the Text Wrap panel12.6.2. Setting text-wrap preferences12.6.3. Changing the shape of a text wrap12.7. Defining and Applying Object Styles12.7.1. Creating object styles12.7.1.1. The General pane12.7.1.2. The Fill pane12.7.1.3. The Stroke pane12.7.1.4. The Stroke & Corner Options pane12.7.1.5. The Paragraph Styles pane12.7.1.6. The Text Frame General Options pane12.7.1.7. The Text Frame Baseline Options pane12.7.1.8. The Story Options pane12.7.1.9. The Text Wrap & Other pane12.7.1.10. The Anchored Object Options pane12.7.1.11. The Frame Fitting Options pane12.7.2. Managing object styles12.7.3. Using style groups12.7.4. Understanding predefined styles12.7.5. Applying object styles12.7.5.1. Handling existing formatting12.7.5.2. Removing an object style from an object12.8. Managing Links12.9. Summary
IV. Text Fundamentals
13. Importing Text Files
13.1. Determining Where to Format Documents13.2. Preparing Text Files13.2.1. Preserving special features in text files13.2.1.1. Tables13.2.1.2. Headers and footers13.2.1.3. Footnotes and endnotes13.2.1.4. Hyperlinks13.2.1.5. Inline graphics and text boxes13.2.2. Avoiding text-file pitfalls13.2.2.1. Fast save13.2.2.2. Software versions13.3. Adding Text13.3.1. Using the Type tool13.3.2. Pasting text13.3.3. Dragging and dropping text13.3.4. Importing text with the Place dialog box13.3.4.1. Import options for Microsoft Word and RTF files13.3.4.2. Import options for text-only files13.3.4.3. InCopy files13.3.4.4. Import options for Microsoft Excel files13.3.4.5. Import options for Tagged Text files13.4. Summary
14. Flowing Text through a Document
14.1. Working with Text Frames14.1.1. Creating text frames on master pages14.1.1.1. Creating a master text frame14.1.1.2. Modifying master text frames14.1.2. Drawing additional text frames14.1.2.1. Creating text frames on master pages14.1.2.2. Creating rectangular and variable-shaped text frames14.2. Threading Text Frames14.2.1. Threading frames manually14.2.2. Threading frames semiautomatically14.2.3. Threading frames and adding pages automatically14.2.3.1. Placing text while autoflowing14.2.3.2. Autoflowing after placing text14.2.3.3. Using Smart Text Reflow options14.2.4. Breaking and rerouting threads14.3. Adjusting Columns14.3.1. Specifying columns in master frames14.3.2. Adjusting columns in text frames14.3.3. Placing rules between columns14.4. Managing Spacing and Alignment within Text Frames14.5. Working with Overset Text14.6. Summary
15. Editing and Formatting Text
15.1. Editing Text15.1.1. Controlling text view15.1.2. Navigating text15.1.3. Highlighting text15.1.4. Cutting, copying, and pasting text15.1.5. Deleting and replacing text15.1.6. Undoing text edits15.1.7. Using the Story Editor15.2. Correcting Spelling Mistakes15.2.1. Fixing spelling on the fly15.2.2. Checking spelling as you type15.2.3. Using the Check Spelling dialog box15.2.4. Working with multiple languages15.3. Customizing the Spelling and Hyphenation Dictionaries15.3.1. Customizing the spelling dictionary15.3.2. Customizing hyphenation points15.3.3. Setting spelling and hyphenation dictionary preferences15.4. Searching and Replacing15.4.1. Searching and replacing text15.4.2. Changing special characters15.4.3. Searching and replacing formatting15.4.4. Changing fonts globally15.4.5. Working with saved search queries15.5. Adjusting Text Appearance in Text Frames15.5.1. Setting text frame options15.6. Working with Notes15.7. Summary
16. Specifying Character Attributes
16.1. Working with Character Formats16.2. Changing Font Family, Font Style, and Font Size16.2.1. Selecting fonts16.2.2. Changing font size16.3. Applying Other Character Formats16.3.1. Horizontal Scale and Vertical Scale16.3.2. Baseline Shift16.3.3. Skew (false italic)16.3.4. Language16.3.5. All Caps and Small Caps16.3.6. Superscript and Subscript16.3.7. Underline and Strikethrough16.3.8. Ligatures16.3.9. OpenType options16.3.10. No Break16.4. Leaving Space between Characters and Lines16.4.1. Kerning16.4.2. Tracking16.4.3. Leading16.5. Summary
17. Specifying Paragraph Attributes
17.1. Understanding Paragraph Basics17.1.1. Using leading17.1.2. Controlling alignment and indents17.1.2.1. Alignment17.1.2.2. Indents17.1.2.3. Lock to Baseline Grid17.2. Adding Space between Paragraphs17.3. Using Drop Caps17.3.1. Applying basic drop caps17.3.2. Using the Drop Caps and Nested Styles dialog box17.3.3. Using special initial cap techniques17.3.3.1. Creating raised caps17.3.3.2. Converting text to outlines for initial caps17.3.3.3. Using graphics as initial caps17.4. Adding Automatic Bullets and Numbered Lists17.5. Controlling Hyphenation and Justification17.5.1. Manual hyphenation17.5.2. Automatic hyphenation17.5.3. Justifications controls17.5.4. Composing text17.5.4.1. Adobe Single-Line Composer17.5.4.2. Adobe Paragraph Composer17.6. Setting Other Paragraph Formats17.6.1. Keep Options17.6.2. Paragraph rules17.6.3. Optical margin override17.7. Summary
18. Creating Special Text Formatting
18.1. Using Bulleted and Numbered Lists18.1.1. Defining lists18.1.2. Applying lists18.1.3. Working with imported lists18.2. Formatting Fractions18.2.1. Applying a fraction typeface18.2.2. Formatting fractions manually18.3. Reversing Type out of Its Background18.4. Creating Sidebars and Pull-Quotes18.5. Optical Margin Alignment18.6. End-of-Story Markers18.7. Underline and Strikethrough Options18.7.1. Adjusting character strokes18.7.2. Converting text into shapes18.8. Making Text Follow a Path18.9. Summary
19. Setting Up Styles
19.1. Creating and Applying Styles19.1.1. Paragraph styles19.1.1.1. Creating paragraph styles19.1.1.2. Applying paragraph styles19.1.1.3. Overriding existing formatting19.1.1.4. Managing paragraph styles19.1.1.5. Using style groups19.1.2. Character styles19.1.2.1. Creating and applying character styles19.1.2.2. Overriding character styles19.1.2.3. Managing and grouping character styles19.2. Working with Nested Styles19.3. Changing Styles19.3.1. Modifying styles19.3.2. Modifying text that's been styled with a style19.4. Importing Styles19.4.1. Importing styles from InDesign documents19.4.2. Working with style sheets in imported text files19.4.2.1. Editing imported paragraph style sheets19.4.2.2. Overriding imported paragraph styles19.4.2.3. Exporting styles19.5. Summary
20. Using Special Characters
20.1. Inserting Glyphs20.1.1. Using keyboard shortcuts20.1.2. Using menus20.1.3. Using the Glyphs panel20.1.3.1. Creating glyph sets20.1.3.2. Sharing glyph sets20.2. Using Other Tools to Access Special Characters20.3. Understanding Special Spaces, Dashes, and Quotes20.3.1. Using special spaces20.3.1.1. Nonbreaking spaces20.3.1.2. Fixed-width spaces20.3.2. Using dashes20.3.2.1. All about em dashes20.3.2.2. All about en dashes20.3.3. Using quotation marks and apostrophes20.3.3.1. Entering keyboard quotes20.3.3.2. Typing reverse single quotation marks20.3.3.3. Handling adjacent single and double quotation marks20.4. Working with Foreign Languages20.5. Summary
V. Business Document Fundamentals
21. Setting Up Tabs and Tables
21.1. Using the Tabs Panel21.1.1. Tab style buttons21.1.2. X field21.1.3. Leader field21.1.4. Align On field21.1.5. Tab ruler21.1.6. Position Panel above Text Frame button21.1.7. Flyout menu21.2. Creating Tables21.2.1. Creating a table21.2.1.1. Table Setup pane21.2.1.2. Row Strokes and Column Strokes panes21.2.1.3. Fills pane21.2.1.4. Headers and Footers pane21.2.2. Working with rows and columns21.2.2.1. Adding and deleting21.2.2.2. Manipulating rows and columns21.2.3. Working with cells21.2.3.1. Text pane21.2.3.2. Strokes and Fills pane21.2.3.3. Rows and Columns pane21.2.3.4. Diagonal Lines pane21.2.3.5. Other cell options21.2.4. Using table and cell styles21.3. Converting Tabs to Tables21.4. Summary
22. Using Automatic and Custom Text
22.1. Automating Page Numbers22.2. Using Section Markers22.3. Using Text Variables22.3.1. Creating text variables22.3.2. Formatting text variables22.3.3. Editing and managing text variables22.3.4. Inserting text variables22.4. Working with Cross-References22.4.1. Adding and editing cross-references22.4.2. Working with cross-reference formats22.5. Using Conditional Text22.6. Working with Merged Data22.6.1. Setting up merged data22.6.2. Creating pages with merged data22.6.3. Working with multiple records per page22.7. Using Tagged Text for Database Publishing22.8. Summary
23. Working with Footnotes, Indexes, and TOCs
23.1. Working with Footnotes23.1.1. Numbering and Formatting pane23.1.2. Layout pane23.2. Indexing Documents and Books23.2.1. Choosing an indexing style23.2.2. Using the Index panel23.2.2.1. Understanding Reference and Topic modes23.2.2.2. Entering index items via the Index panel23.2.2.3. Entering index items using keyboard shortcuts23.2.2.4. Editing index entries23.2.2.5. Working with the index23.3. Creating Tables of Contents23.3.1. Planning a TOC23.3.2. Defining a TOC23.4. Summary
24. Creating Multidocument Projects
24.1. Planning Your Book24.2. Creating and Opening Books24.2.1. Adding chapters to books24.2.2. Opening and editing chapters24.2.3. Understanding a book panel's status reports24.3. Working with Style Sources24.4. Working with Page Numbers and Sections24.4.1. Numbering pages consecutively24.4.2. Numbering pages with sections24.4.3. Specifying chapter numbers24.5. Printing Chapters and Books24.6. Summary
VI. Graphics Fundamentals
25. Importing Graphics
25.1. Preparing Graphics Files25.1.1. Graphics embedded in text files25.1.2. Issues with vector files25.1.2.1. Embedded fonts25.1.2.2. PostScript files: EPS, DCS, Illustrator, and PDF25.1.2.2.1. EPS25.1.2.2.2. DCS25.1.2.2.3. Illustrator25.1.2.2.4. PDF25.1.2.3. Other vector formats25.1.2.3.1. PICT25.1.2.3.2. Windows Metafile25.1.3. Issues with bitmap formats25.1.3.1. Professional-level bitmap formats25.1.3.1.1. Photoshop25.1.3.1.2. Scitex CT25.1.3.1.3. TIFF25.1.3.2. Web-oriented bitmap formats25.1.3.2.1. GIF25.1.3.2.2. JPEG25.1.3.2.3. PNG25.1.3.3. Other bitmap formats25.2. Identifying Color Issues25.2.1. Color systems25.2.2. Calibrated color25.3. Exploring Methods for Importing Graphics25.3.1. Using the Place dialog box25.3.2. Using import options25.3.2.1. Import options for bitmap graphics25.3.2.1.1. Image pane25.3.2.1.2. Color pane25.3.2.1.3. PNG Settings pane25.3.2.1.4. Layers pane25.3.2.2. Import options for vector file formats25.3.2.2.1. EPS Import Options dialog box25.3.2.2.2. Place PDF dialog box25.3.2.2.3. Place InDesign Document dialog box25.3.3. Using other ways to import graphics25.3.3.1. Copy and paste25.3.3.2. Drag and drop25.4. Summary
26. Fitting Graphics and Frames Together
26.1. Fitting Graphics within Their Frames26.1.1. Resizing a graphic's frame26.1.2. Moving a graphic in its frame26.1.3. Using an irregular frame26.2. Figuring Out the Fitting Commands26.3. Working with Clipping Paths26.3.1. Using a graphic's own clipping path26.3.1.1. Using the clipping path as a mask26.3.1.2. Using the clipping path as a wrap boundary26.3.2. Creating a clipping path in InDesign26.3.3. Modifying clipping paths26.3.4. Deleting clipping paths26.4. Summary
27. Drawing Free-Form Shapes and Curved Paths
27.1. Finding Out All about Paths27.1.1. The properties of a path27.1.1.1. Closure27.1.1.2. Stroke27.1.1.3. Fill27.1.1.4. Contents27.1.2. The anatomy of a path27.2. Drawing Lines with the Pen Tool27.2.1. Straight and zigzag lines27.2.2. Curved lines27.2.2.1. Curved segments connected by smooth points27.2.2.2. Curved segments connected by corner points27.2.3. Combining straight and curved segments27.3. Drawing Free-Form Shapes27.4. Editing Free-form Lines and Shapes27.4.1. Adding and deleting anchor points27.4.2. Modifying segments27.4.2.1. Moving anchor points27.4.2.2. Converting anchor points27.4.2.3. Manipulating direction handles27.4.3. Working with open and closed paths27.4.3.1. Extending an open path and connecting open paths27.4.3.2. Closing an open path27.4.3.3. Opening a closed path27.4.4. Using the Scissors tool27.5. Joining Paths27.6. Working with Compound Paths27.6.1. Examples of compound paths in use27.6.1.1. Create transparent areas within a path27.6.1.2. Apply a single background color or graphic across several shapes27.6.1.3. Quickly create complex shapes27.6.2. Creating compound paths27.6.3. Editing compound paths27.6.4. Changing a path's direction27.6.5. Splitting a compound path27.6.6. Using the Pathfinder27.7. Using Other Path Effects27.7.1. The Convert Shape options27.7.2. The Smooth tool27.7.3. The Erase tool27.7.4. The Corner Options dialog box27.8. Summary
VII. Output Fundamentals
28. Preparing for Color Prepress
28.1. Managing Color Management28.1.1. Setting up your system28.1.2. Adjusting the on-screen display28.1.2.1. Setting monitor bit depth28.1.2.2. Adjusting InDesign's color display settings28.1.3. Adjusting color output settings28.1.3.1. Setting color management policies28.1.3.2. Adjusting bitmap images' color28.1.3.3. Adjusting blackness28.1.4. Applying profiles to images28.1.5. Changing document color settings28.1.6. Managing color during output28.1.7. Saving color-management preferences28.1.8. Proofing on-screen28.2. Working with Color Traps28.2.1. Understanding trap methods28.2.2. Specifying knockout and overprinting28.2.3. Specifying trapping presets28.2.4. Applying trapping to pages28.3. Summary
29. Preparing for Printing
29.1. Making Initial Preparations29.1.1. Setting up Macintosh printers29.1.2. Setting up Windows printers29.1.2.1. Windows XP29.1.2.2. Windows Vista29.2. Preflighting Your Document29.2.1. Telling InDesign what to look for29.2.2. Fixing preflight problems29.3. Creating a Document Package29.3.1. Final preflighting before you package29.3.2. Putting the package together29.4. Dealing with Service Bureaus29.4.1. Sending documents versus output files29.4.2. Determining output settings29.4.3. Ensuring correct bleeds29.4.4. Sending oversized pages29.5. Setting up Booklets29.6. Summary
30. Printing Documents
30.1. Selecting InDesign Printing Options30.1.1. Common options30.1.2. The General pane30.1.3. The Setup pane30.1.3.1. Paper size and orientation30.1.3.2. Scaling, positioning, and tiling options30.1.4. The Marks and Bleeds pane30.1.4.1. Printer's marks30.1.4.2. Bleeds and slugs30.1.5. The Output pane30.1.6. The Graphics pane30.1.7. The Color Management pane30.1.8. The Advanced pane30.1.8.1. Bitmap printing30.1.8.2. OPI settings30.1.8.3. Transparency flattening30.1.9. The Summary pane30.2. Working with Spot Colors and Separations30.2.1. Managing color and ink output30.2.2. Adjusting screen angles30.3. Working with Transparency30.3.1. Using transparency the ideal way30.3.2. Flattening transparency during output30.3.2.1. Creating flattener presets30.3.2.2. Applying flattener presets30.3.2.3. Previewing flattener settings30.4. Summary
31. Creating Prepress Files
31.1. Selecting the Best Prepress File Option31.1.1. Exporting to PDF31.1.2. Exporting to EPS31.1.3. Printing to EPS or PostScript files31.2. Creating PDF Files31.2.1. Exporting PDF files31.2.1.1. Common options31.2.1.2. The General pane31.2.1.3. The Compression pane31.2.1.4. The Marks and Bleeds pane31.2.1.5. The Output pane31.2.1.6. The Advanced pane31.2.1.7. The Security pane31.2.1.8. The Summary pane31.2.2. Using Distiller job options31.2.3. Printing to PDF files31.3. Exporting EPS Files31.3.1. The General pane31.3.2. The Advanced pane31.4. Creating Output Files31.5. Summary
VIII. Electronic Publishing Techniques
32. Creating Web, Interactive PDF, and Flash Documents
32.1. Using Hyperlinks32.1.1. Creating hyperlinks32.1.1.1. Creating hyperlink destinations32.1.1.2. Creating hyperlink sources32.1.1.3. Creating cross-reference hyperlinks32.1.2. Importing hyperlinks32.1.3. Modifying and deleting hyperlinks32.1.3.1. Hyperlink destinations32.1.3.2. Hyperlink sources32.1.3.3. Cross-reference hyperlinks32.1.4. What works where32.2. Creating Bookmarks32.2.1. Using the Bookmarks panel32.2.2. What works where32.3. Creating Buttons and Page Actions32.3.1. Creating buttons32.3.2. Creating states32.3.3. Setting actions32.3.4. What works where32.4. Embedding Movies and Sound32.4.1. The Movie Options dialog box32.4.2. The Sound Options dialog box32.4.3. What works where32.5. Exporting to the Web32.5.1. General pane32.5.2. Images pane32.5.3. Advanced pane32.5.4. Working with exported files32.6. Exporting to Flash Files32.6.1. The Export SWF dialog box32.6.2. The Export Adobe CS4 Flash Professional (XFL) dialog box32.7. Exporting to Interactive PDFs and eBooks32.7.1. Considerations for exporting interactive PDFs32.7.2. Considerations for exporting eBooks32.7.2.1. General pane32.7.2.2. Images pane32.7.2.3. Contents pane32.8. Summary
33. Working with XML
33.1. Importing and Creating XML Tags33.1.1. Importing tags33.1.2. Creating tags33.1.3. Mapping tags and styles33.2. Applying Tags33.3. Taking Advantage of Other XML Options33.4. Exporting XML Files33.5. Exporting to IDML33.6. Summary
IX. Workgroup Publishing Techniques
34. Working with Others
34.1. Sharing Elements with Other Users34.1.1. Where InDesign stores what34.1.2. Preference files34.1.3. Color definitions34.1.4. Paragraph, character, table, cell, and object styles34.1.5. Spelling dictionaries34.1.6. Graphics and text files34.1.7. Libraries34.1.8. Snippets34.1.9. Templates34.1.10. Output settings34.1.11. Master pages34.1.12. InDesign documents34.1.13. Interface preferences34.2. Mixing Mac and Windows Environments34.2.1. InDesign differences34.2.1.1. Which elements transfer34.2.1.2. Which elements don't transfer34.2.2. Platform differences34.2.2.1. Filenames34.2.2.2. Font differences34.2.3. Transfer methods34.3. Working with Other Creative Suite Applications34.3.1. Working with graphics and colors34.3.2. Working with Web content34.3.3. Working with Adobe Flash Professional34.3.4. Working with Adobe Bridge34.3.4.1. File context34.3.4.2. Bridge interface34.3.4.3. Suite functionality34.4. Summary
35. Workgroup Editing with InCopy
35.1. Setting up Workgroup Assignments35.1.1. Identifying the user35.1.2. Preparing story files for InCopy35.1.2.1. Creating story assignments35.1.2.2. Adding stories to assignments35.1.2.3. Exporting InCopy story files35.1.2.4. Packaging assignments35.1.3. Editing and manipulating assigned stories35.2. Using the Stand-Alone InCopy Program35.2.1. Story views35.2.2. Story checkout, check-in, and saving35.2.3. Revisions tracking35.2.4. Special features35.3. Summary
X. Extending InDesign
36. Using Plug-Ins
36.1. Using the Default Plug-Ins36.2. Purchasing Special-Purpose Plug-Ins36.3. Understanding How Plug-Ins Work within InDesign36.4. Managing Plug-Ins36.5. Summary
37. Using Scripts
37.1. Using Scripts37.1.1. Script tips37.1.2. Script locations37.1.3. Scripting principles37.2. Exploring JavaScript37.2.1. Learning the language37.2.2. What you need to write and run scripts37.2.2.1. Running your script37.2.2.2. Saving your script37.3. Exploring AppleScript37.3.1. Learning the language37.3.2. What you need to write and run scripts37.3.2.1. Checking for syntax errors37.3.2.2. Running your script37.3.2.3. Saving your script37.3.3. Locating more AppleScript tools37.4. Exploring VBA37.4.1. Learning the language37.4.2. What you need to write and run scripts37.4.2.1. Running your script37.4.2.2. Saving your script37.5. Creating and Running Scripts37.5.1. Writing simple scripts37.5.1.1. JavaScript37.5.1.2. AppleScript37.5.1.3. VBA37.5.2. Labeling items37.5.2.1. JavaScript37.5.2.2. AppleScript37.5.2.3. VBA37.5.3. Writing conditional scripts37.5.3.1. JavaScript37.5.3.2. AppleScript37.5.3.3. VBA37.5.3.4. JavaScript37.5.3.5. AppleScript37.5.3.6. VBA37.6. Summary
XI. Appendixes
A. Installing or Upgrading InDesign
A.1. Understanding InDesign CS3 System RequirementsA.2. Installing InDesign CS4A.2.1. Running the installation programA.2.2. Activating and registeringA.2.3. Finishing your setupA.3. Upgrading from Prior Versions of InDesignA.4. Reinstalling and Uninstalling InDesign
B. What's New in InDesign CS4
B.1. InDesign InterfaceB.1.1. Document windows, workspaces, and dialog boxesB.1.2. ToolsB.1.3. Docks and panelsB.1.4. Shortcuts and gesturesB.1.5. MenusB.1.6. PreferencesB.1.7. HelpB.2. Document and Object FunctionsB.2.1. Page sizes, elements, and actionsB.2.2. Object handlingB.2.3. Color creationB.2.4. File exchange and managementB.2.5. Multidocument projectsB.3. Text FunctionsB.3.1. Text importB.3.2. Text editingB.3.3. Paragraph and character formattingB.3.4. Spelling and indexingB.3.5. StylesB.4. Preflight and Output FunctionsB.5. Web and Multimedia FunctionsB.5.1. HyperlinksB.5.2. InteractivityB.6. InCopy Functions
C. Using Version Cue
C.1. Setting Up Version Cue ServersC.2. Working with Version Cue in Adobe BridgeC.3. Working with Version Cue in InDesignC.3.1. Creating file versionsC.3.2. Working with versions
D. Shortcuts Cheat Sheet

Content preview from InDesign® CS4 Bible

Chapter 4. Creating, Opening, and Saving Documents

IN THIS CHAPTER

Planning a publication
Creating a new document
Opening native and foreign documents and templates
Saving documents and templates
Exporting documents and document elements

You're pumped up. You've purchased a copy of InDesign, installed it, checked out the interface, and now you're ready to put the program to work. So, what's next? Launch the application and start clicking? Hardly. Creating a publication with InDesign is much like going on a trip. You don't reach your destination unless you've prepared a plan for getting there. And you reach your destination more quickly and more easily if your plan is a sound one.

Remember, too, that most trips don't go exactly according to plan. InDesign is both versatile and forgiving. As you create a publication, you should feel free to change your mind, experiment, and let your creativity roam. As long as you reach your destination (on time!), taking a few detours is acceptable, and encountering a few roadblocks (small ones, you hope) is inevitable.

Taking Stock before You Begin

Before you launch InDesign, open a new document, and begin working, you must answer several fundamental questions about the publication you are producing:

What is the basic nature of the piece? Will it be printed, or will it be distributed over the Internet or an intranet? Is it going to be published as a print, PDF, Flash, or Web piece, or perhaps in several formats?
What are its dimensions?
How many pages will ...

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InDesign® CS4 Bible

by Galen Gruman

Chapter 4. Creating, Opening, and Saving Documents

Taking Stock before You Begin

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