Professional Documents
Culture Documents
® ®
Conversion Guide
A hands-on resource for switching from QuarkXPress to InDesign CS4
ADOBE INDESIGN CS4
® ®
Conversion Guide
A hands-on resource for switching from QuarkXPress to InDesign CS4
Adobe Systems Incorporated
345 Park Avenue, San Jose, CA 95110-2704 USA
www.adobe.com
The names and related logos referred to in the sample artwork are fictional
and not intended to refer to any actual event or organization.
© 2009 Adobe Systems Incorporated. All rights reserved. Printed in the USA.
6 Feature Names
20 Navigating Documents
28 Tables
30 Creative Effects
36 Important Techniques
54 Index
Conversion Guide
A hands-on resource for switching
from QuarkXPress to InDesign CS4
Congratulations!
I
f you’re reading this guide, it’s because you’ve
joined—or are thinking of joining—a growing group
of QuarkXPress users who have discovered the many
benefits of using Adobe InDesign CS4 software. InDesign
is an immensely powerful page layout program, with
extraordinary typographic capabilities, innovative graphics
handling and page layout features, extensive productivity
tools, versatile long document and printing features,
support for creating interactive documents, and expansive
automation capabilities.
This booklet was created specifi- key differences between these two will be even easier. All the Adobe
cally to help users of QuarkXPress programs, and it also introduces Creative Suite® applications share
version 3, 4, 5, or 6 make the you to powerful features available common commands, panels, and
switch to InDesign as quickly and only in InDesign. keyboard shortcuts, so if you’re
smoothly as possible. familiar with one program, learning
If you need more step-by-step the others is easy.
If you’re a long-time QuarkXPress information, refer to InDesign Help,
user, you’ll find that there are which is accessible from within Top 10 Reasons to Use InDesign
many similarities between the the application. Additionally, there Instead of QuarkXPress
two programs—for example, they are many free Adobe and third- Before we get into the differences
both make use of text and graphic party resources to help you quickly between the two programs, let’s
frames, pasteboards around learn InDesign. See ”InDesign CS4 take a quick look at 10 compelling
spreads, and master pages. Resources” on page 52. reasons to use InDesign instead
of QuarkXPress.
However, you’ll need to adjust to If you’re familiar with other Adobe
some important differences between graphics applications, such as 1. Suite Integration. Effortlessly
QuarkXPress and InDesign. Don’t Adobe Photoshop® or Adobe work with Photoshop and
worry—this booklet explains the Illustrator®, your switch to InDesign Illustrator files in your layouts,
5
Feature Names
Many of the terms in InDesign CS4 menus, dialog boxes, and panels
are identical to and have the same meanings as terms used in QuarkXPress.
For example, words like page, book, library, kerning, leading, horizontal
scale, group/ungroup, lock/unlock, and pasteboard have essentially the
same meaning in both programs. In some cases, the two programs use
different terms for the same thing. Once you understand the difference in
terms, you’re likely to find that associated concepts are quite similar. Here
are some key terms that differ between QuarkXPress and InDesign.
Document Layout Palette | Pages Panel or graphics, choose File > Place, locate the file you want,
The Pages panel in InDesign is very similar to the Docu- and click Open. If an empty frame is selected, the text
ment Layout palette in QuarkXPress, though the Pages or graphics content will appear in it automatically. If no
panel lets you display and manage your pages in a num- frame is selected, you can click to create a frame and place
ber of ways that QuarkXPress does not. For example, the content into it, or drag to create a frame of a specific
InDesign shows thumbnails of each page. size. For more information, see “Importing Text and
Graphics” on page 22.
Line | Path
Both programs let you create straight or Bézier-curved Note that you can also place multiple files at the same
lines, though they are called paths in InDesign. You time in InDesign, which is a great time-saver.
can place text or pictures inside the boundary of these
Background Color | Fill
InDesign paths, whether open paths or closed shapes.
In QuarkXPress, you use the Modify dialog box or the
Starburst Tool | Polygon Tool Colors panel to apply a background color or blend to
While QuarkXPress has a Starburst tool, InDesign has boxes. In InDesign, you fill objects by selecting the Fill
a Polygon Frame tool (paired with the Rectangular and icon in the Tools panel or the Swatches panel, and then
Ellipse frame tools in the Tools panel). Double-click it to selecting a color, tint, or gradient in the Swatches, Tools,
set the Number of Sides and Star Inset values. Color, or Gradient panel.
Get Picture/Get Text; Import | Place You can change the fill color of any object—including
In QuarkXPress, you import text or graphics using frames, selected text, and paths—to a solid color, a tint, a
the Get Picture or Get Text features (called Import in gradient, or None (fully transparent). For more informa-
QuarkXPress 7 or later). InDesign lets you place graphics tion, see “Stroke and Fill” on page 13.
and text with or without an existing frame. To place text
Feature Names 7
Frame | Stroke H&Js | Hyphenation and Justification
QuarkXPress is limited to putting frames around boxes QuarkXPress handles text spacing and hyphenation by
and changing line width. With InDesign, you can add a defining styles in the H&Js dialog box. In InDesign, you
stroke to any InDesign object, including a path, frame, or can change these settings on individual paragraphs using
selected text, with the Control or the Stroke panel. Then the Hyphenation and Justification dialog boxes, found in
apply a color, a tint, or a gradient to the stroke using the the Paragraph panel menu. You can also edit hyphenation
Swatches, Color, Gradient, or Tools panel. and justification values when defining each paragraph
style in your document.
Runaround | Text Wrap
Both programs let you spec- Color | Swatch
ify how text flows around In InDesign, named colors
an obstructing object. In are called swatches. A swatch
QuarkXPress, you use the can be a solid color, a tint of a
Runaround dialog box; in solid color, a mixed ink swatch
InDesign, you use the Text (see next page), or a gradient.
Wrap panel. For more infor- Choose Window > Swatches to
mation, see “Text Wrap” on open the Swatches panel, where
page 16. you can create, apply, delete,
and load swatches. InDesign
Linking | Threading also has a Color panel (Win-
In QuarkXPress, you use the Linking and Unlinking dow > Color) that lets you mix
tools to control text flow through multiple text boxes. In and apply unnamed colors and,
InDesign, each text frame has an in port and an out port optionally, add them to the Swatches panel.
that let you flow text through multiple frames, a process
called “threading” (see “Text Threading” on page 13). White (Color) | Paper (Swatch)
In InDesign, the Paper swatch simulates the color of the
Table Tool | Insert Table paper on which you’re printing and is analogous to the
To make a table object in QuarkXPress, you must use the color White in QuarkXPress.
Table tool. In InDesign, tables are always anchored inside
text frames. After clicking an insertion point in a text Blend | Gradient
frame with the Type tool, you can make a table by choos- Unlike QuarkXPress, which limits you to two-color
ing Table > Insert Table. For more information on creat- blends, InDesign lets you include as many colors as you
ing tables, see “Tables” on page 28. want in a gradient, and you can also adjust the midpoint
Feature Names 9
Top 10 Differences
You Need to Understand
When you start using InDesign, you’ll quickly find several similarities
to QuarkXPress: Both programs display spreads on individual pasteboards.
Both have standard methods for saving and opening documents and
templates. And each has a toolbox and floating panels. InDesign was
built to be intuitive and easy for QuarkXPress users to learn. However,
there are some significant differences between the two programs that
you must understand if you want to be proficient in InDesign.
Modify Dialog Box Replacements Frames Are Frames Here are several more facts about
In QuarkXPress, the Modify dialog InDesign has graphic, text, and unas- frames that you should note:
box contains controls for modify- signed frames, similar to those in
■■ The Rectangle Frame Tool creates
ing items, and most users open this QuarkXPress. You can easily convert
Graphic frames; the Rectangle Tool
dialog box frequently as they build a frame from one type to another. For
creates Unassigned frames.
pages. InDesign does not have a example, if you select a text frame,
comparable dialog box. Instead, con- choose File > Place, and choose an ■■ Unassigned frames that have a
trols for modifying objects are avail- image, InDesign changes the frame fill color of None are empty, so
able in the Control panel, as well as to a graphic frame and replaces any you can click through them to
in other panels such as the Swatches, text with the placed image. objects behind them. To learn how
Text Wrap, and Stroke panels. to select objects behind text and
Similarly, if you click an empty graphic
graphic frames, see “Selection Tool
To modify the placement of text frame or unassigned frame with the
Techniques” on page 36.
within a text frame—including num- Type tool, InDesign converts it to a text
ber of columns, text inset values, and frame. If you don’t want InDesign to do ■■ Any path can be a frame. For
placement of the first line of text— this, open the Preferences dialog box example, you can draw an open
choose Object > Text Frame Options. (Command+K on Mac OS or Ctrl+K U-shaped path with the Pencil tool
on Windows), choose the Type pane, or the Pen tool, and then place text
and deselect the Type Tool Converts or a graphic inside the shape.
Frames To Text Frames option.
Adobe Bridge Zoom level All panels are listed Choose a workspace. Search
The Application in the Window menu. Community Help.
bar makes
controls easily
accessible.
Drag this
handle to
move the
Control panel
elsewhere on
the screen.
Multiple
documents
appear as tabs
(drag any tab
to reposition
or undock it).
The Application
Frame hides
distracting
elements on
your desktop.
Tip:
PREVENTING TEXT WRAP
To prevent text in a frame from wrap-
ping around an object with a text wrap,
The Text Wrap panel lets you control how select the text frame, choose Object >
text wraps around an object. Here, the text
wraps around the right side of the image’s Text Frame Options, and then select
transparency mask. Ignore Text Wrap.
on your keyboard, or entering an X enable or disable Smart Guides by If you choose Wrap Around Object
or Y value in the Control panel. You choosing View > Grids & Guides > Shape, and the object is a graphic
can also delete, lock, cut, copy, or Smart Guides. with a transparent background, you
paste guides like any other object. may want to choose Detect Edges,
Text Wrap
Photoshop Path, Alpha Channel,
The Grids & Guides menu (View > In QuarkXPress, you use the
or Same As Clipping from the Type
Grids & Guides) provides several Runaround controls in the Modify
pop-up menu in the panel. These
commands for showing, hiding, lock- dialog box to control the flow of text
allow the text wrap to flow around
ing, and snapping objects to gridlines around an object; in InDesign, you
the nonrectangular graphic.
and guidelines. use the Text Wrap panel (Window >
Text Wrap). InDesign normally allows text to
InDesign also offers Smart Guides,
wrap on both sides of an object. You
which appear automatically as you Select an icon at the top of the Text
can change this behavior in the Wrap
drag, rotate, or resize objects on your Wrap panel to indicate how text
To pop-up menu. The options are
page. Smart Guides help you align will flow when the selected object
Right Side, Left Side, Both Right &
and distribute objects by giving you overlaps a text frame: No Text Wrap,
Left Sides, Side Towards Spine, Side
real-time feedback about the object Wrap Around Bounding Box, Wrap
Away From Spine, and Largest Area.
you’re moving and its relation to Around Object Shape, Jump Object,
other objects on the page. You can or Jump To Next Column.
While QuarkXPress limits you to can apply to any InDesign object, in the case where a font doesn’t have
flowing text around objects placed and table styles and cell styles, which an italic style. (InDesign will never
above the text box, text wrap in make document-wide changes to apply a fake italic to text.)
InDesign affects text frames above table and cell formatting quickly and
Note that in general you should not
and below an object. However, if painlessly.
format an entire paragraph with a
you prefer InDesign to limit its text
However, note that character styles single character style. Instead, use a
wrap behavior, open the Preferences
are handled differently in InDesign paragraph style, which applies both
dialog box, choose the Composition
than in QuarkXPress. You can define paragraph and character formatting
pane, and select the Text Wrap Only
a character style in InDesign to be to the selected text.
Affects Text Beneath option.
as specific as you want. For example,
Character styles also allow for some
Character, Paragraph, Table, your character style could be defined
of the most powerful text format-
and Object Styles to apply only italic, ignoring any
ting features in InDesign, including
Character and paragraph styles are other formatting already applied to
nested styles, GREP styles, line styles,
great time-savers for text-intensive the text. You could then apply that
and drop cap styles. For more infor-
publications like newspapers, books, same italic character style to text set
mation, see “Nested Styles” on page 42.
magazines, and catalogs. InDesign in different fonts and sizes, and it
also includes object styles, which you would always make it italic—except
Navigating around a Page you will see when you release the
Besides the scroll bars on the side mouse button. Drag this rectangle
and bottom of each document win- to a different location or use the
dow, there are several ways to pan arrow keys on your keyboard (or
around a page, or even from one scroll wheel) to change its size.
page to another:
You can also zoom in and out by
■■ The Hand tool lets you adjust the choosing one of the magnifica-
visible portion of the page within tion commands in the View menu,
the document window. You can using the Zoom tool, or specifying a
temporarily access the Hand tool percentage in the Zoom field in the
(and scroll the page) by pressing Application Bar (if currently visible).
Option+spacebar (Mac OS) or
Navigating from Page to Page
Alt+spacebar (Windows).
Like QuarkXPress, InDesign pro-
■■ Holding down the mouse button vides a keyboard command—
with the Hand tool selected for Command+J in Mac OS or Ctrl+J in
about one second invokes the Windows—that lets you quickly nav-
Power Zoom mode, zooming out igate to a particular page. When you
to show you the current spread. use this keyboard shortcut, the Go
The red rectangle indicates the area To Page dialog box is displayed. Type
Navigating Documents 21
Importing Text and Graphics
InDesign supports import of all common formats for both text
and graphics, including RTF, Microsoft Word, Microsoft Excel, TIFF, JPEG, PDF,
EPS, and even native Photoshop and Illustrator files (see “Using Native File
Formats” on page 26). You can also import InDesign (INDD) files into InDesign
layouts. If you are creating a rich-media PDF file with InDesign, you can import
QuickTime, AVI, MPEG, and SWF movie files, or AIFF, WAV, and au sound clips.
These file formats can be played when you export a document to Adobe PDF.
There are two basic methods for InDesign offers robust support for
importing text and graphics into both Word and RTF files. For example,
your InDesign document: copy and when you import a Word document
paste or choose File > Place. You or an RTF document, you have the
can also drag and drop files from option to rename styles (in case of
When you import text using the Place
Adobe Bridge, the Mac OS Finder, or a naming conflict), overwrite an command, you can select Show Import
Windows Explorer into an InDesign existing InDesign style with the Word Options in the Place dialog box to control
how formatting is handled. InDesign
document, which is the equivalent or RTF style, or map a Word or RTF
provides many options for preserving and
of using the Place command (except style to an existing InDesign style. removing formatting.
without the options found in the
To access these style-mapping
Place dialog box).
options as well as several other
Importing Text options, choose File > Place, select
Copying and pasting plain text a Word or RTF file, and then select
into InDesign is a useful and quick Show Import Options in the Place
import method, but formatting and dialog box. When you click Open,
special characters are often lost in the Microsoft Word Import Options
the translation. Instead, importing dialog box is displayed.
a Microsoft Word or RTF file using
File > Place is often a better choice.
If the styles in the Word or RTF file size of the rectangle. If the text Importing Graphics
have names that do not match the frame is overset, you can click the If you already have a frame selected
styles in your InDesign document, out port with the Selection tool and on your document page, you can
you can use Customize Style Import continue manually flowing text. import a graphic into it by choos-
to map them properly. ing File > Place. In the Place dialog
■■ To flow text semiautomatically,
box, select the graphic you want to
When you click OK, InDesign places hold down Option (Mac OS) or
import, select Replace Selected Item
the text into the currently selected Alt (Windows), and click a frame
at the bottom of the Place dialog box,
text frame. If no frame was selected, or empty area. Semiautoflow works
and then click Open.
InDesign loads the Place icon ( ): like manual text flow, but the
pointer becomes a loaded Place If you have no frame selected on your
■■ To flow text manually, move the
icon again after each click. page, or you deselect the Replace
loaded Place icon inside an existing
Selected Item option, then when you
frame, and then click. The text stops ■■ To flow text automatically and gen-
click Open in the Place dialog box
flowing at the bottom of the frame erate new pages to hold all of the
InDesign loads the Place icon .
or the last of a series of threaded text, hold down the Shift key when
Then you can:
frames. You can also click an empty you click.
area to create a new text frame ■■ Click an empty area of the page or
■■ To flow text automatically but
automatically that will be the size pasteboard to create a new frame
not generate new pages, hold
of the current page column. If you the size of the graphic, or click
down Shift+Option (Mac OS) or
click and drag the loaded Place and drag the loaded graphics icon
Shift+Alt (Windows).
icon, you create a new frame the to create a frame the size of the
Display Quality
InDesign offers several options for
displaying graphics onscreen. By
default, vector and bitmap images
are displayed using low-resolution
previews. To see better quality ver-
You can choose to import (or drag) multiple images simultaneously in InDesign, and then
place them one at a time. The loaded cursor icon tells you how many images are queued
sions of your pictures, choose View >
(left); as you place the images, the number indicator decreases (right). Display Performance > High Quality
The When Updating Link menu offers two options: Keep Layer
Visibility Overrides will maintain any overrides you’ve made in
InDesign if you edit the original file (unless the file’s layer
structure is significantly changed). Use Photoshop’s Layer
Visibility (or Use Document’s Layer Visibility) will reset any
overrides you’ve made in InDesign when the link is updated.
With InDesign, you don’t use a table text, just like anchored objects. Each like any other text file. Select Show
tool to create a table. Instead, tables cell in an InDesign table is similar to Import Options as you import the
are always anchored in a text frame. a text frame of its own, into which data to fine-tune the imported data.
To make a new table, select the Type you can place text, graphics, and
If you copy tabular data from Word
tool, place the Type cursor inside a other tables.
or Excel, you can paste it into an
frame or create a new text frame, and
You can adjust each column width InDesign table by placing the text
choose Table > Insert Table.
and row height in a table by dragging cursor in the upper leftmost cell you
The Insert Table dialog box that the dividers with the Type tool. want to populate, and then press-
appears lets you specify the num- ing Esc (to select the cell itself) and
Converting Text to Tables
ber of rows and columns. However, choosing Edit > Paste.
InDesign provides a number of ways
you can later make the table larger
to turn text into tables and tables Threading Tables
or smaller by placing the text cursor
into text. For example, you can Because tables are anchored in
inside the table and using the options
import tab-delimited text files from text, InDesign lets you thread them
in the Table panel.
a spreadsheet or database, select the across multiple text frames, making
By default, the inserted table fills the text with the Type tool, and choose it easy to work with lengthy tabular
width of the container text frame. Table > Convert Text To Table. information. You can set up running
If you then make the frame smaller, header and footer rows that appear
Importing Tables
the table remains visible outside the at the top or bottom of the table on
You can import a table from a
frame. Tables flow with surrounding each page. To convert a normal row
Microsoft Word or Excel document
Formatting Tables
InDesign offers extensive format-
ting controls for tables. You can
apply alternating fills or strokes by
choosing Table > Table Options >
Table Setup. You can specify cell Adjust any column’s width by dragging the
inset values, alignment, text rotation, divider with the Type tool. Hold down the
Shift key while dragging to move it without
row height, column width, and keep altering the overall table width.
options by choosing Table > Cell
Options > Text.
Table and Cell Styles With the text cursor inside the table,
Creating table and cell styles is choose Table > Table Options > Table
Setup to apply alternating tints and
similar to creating paragraph and other table-wide formatting options.
character styles, and when you edit
a table style or cell style, all tables
or cells that have been format-
ted using that style are automati-
cally updated when you save your
changes. You can create table and
cell styles by opening the Cell Styles
and Table Styles panels from the
Window > Type & Tables menu. After you have formatted one table, you
can save your table and cell formats in
the Table Styles and Cell Styles panels.
Tables 29
Creative Effects
InDesign includes transparency features that let you
create eye‑catching, see-through effects that can be applied
independently to an object’s fill, stroke, or content. That includes
opacity, blending modes, and nondestructive Photoshop-based
effects. This means you can get exactly the results you want, as you
design in real time, with live preview of all your creative effects.
The Blending Mode and Opac- The blending mode options in option lets you use the same posi-
ity controls are in the Effects panel InDesign are similar to those in tion settings for all drop shadows
(Window > Effects), while all the Photoshop and identical to those in a document.
other Photoshop effects are listed in Illustrator.
■■ Inner Shadow adds a shadow
under the fx icon in the Effects panel
■■ The Opacity field and its accompa- that falls just inside the edges of
or Control panel and in the Object
nying slider let you vary the degree the object’s content, giving the
menu (Object > Effects). Choosing
of transparency of the selected object a recessed appearance.
an effect opens the Effects dialog box.
object or group from 100% (com-
■■ Outer Glow and Inner Glow add
You can apply transparency effects pletely opaque) to 0% (completely
glows that emanate from the out-
to any object, including text frames, transparent). When you decrease
side and inside edges of an object.
placed graphics, and shapes you cre- an object’s opacity, the object
ate within InDesign. becomes lighter, and the under- ■■ Bevel And Emboss adds inner
lying artwork becomes visible highlights and shadows that
Here’s a list of the available effects
through the object. create a 3D relief effect.
and a description of the results they
produce: ■■ Drop Shadow adds a soft- or ■■ Satin adds interior shading that
hard-edged shadow behind any creates a satin-like finish.
■■ The Blending Mode menu in the
object. You can control the posi-
Effects panel provides 16 options ■■ Basic Feather, Directional
tion of a drop shadow and vary
for changing the appearance of Feather, and Gradient Feather
the blending mode, opacity, size,
areas where the selected object or soften (or mask) the outer edges
spread, noise, and color of the
group overlaps underlying objects. of an object by fading from
drop shadow. The Use Global Light
opaque to transparent.
Tips:
WORKING WITH TRANSPARENCY
• If you apply settings in the Effects dialog box without first selecting an object,
each object you draw subsequently will have those new settings applied.
• To apply an effect to an image separately from its frame, first select it with the
Direct Selection tool. While you cannot apply transparency effects to text selected
with the Type tool, you can convert the text to outlines (Type > Create Outlines)
and then apply the effect with the Selection tool.
• To learn more about transparency, visit www.adobe.com/studio/print.
Creative Effects 31
If you are printing to a device that mistakes and ensure the highest
does not support PostScript® or you quality printed results by identifying
are creating a PDF file that you will transparent objects or objects that
send to a client as a proof, you should interact with transparent objects.
check Simulate Overprint in the Out-
The Separations Preview panel
put pane of the Print dialog box. This
(Window > Output > Separations
way, the proof will look the same
Preview) lets you visually check
as it looks onscreen with Overprint
individual or multiple plates, pre-
Preview (View menu) enabled. This
view overprinting objects, and view
Pages with transparent objects are is especially important when using
ink-limit warnings onscreen before
displayed with a checkerboard pattern spot colors.
icon (circled above) in the Pages panel. printing.
If none of the default presets meets
Flattening Transparency the requirements of your printer—or
When you print an InDesign file your output provider’s printer—you
that contains transparent objects, can create custom flattener presets
InDesign performs a process called by choosing Edit > Transparency
flattening, which converts all areas Flattener Presets and then clicking
of transparency into a collection of New in the Transparency Flattener
opaque vector and raster objects that Presets dialog box. For information
retains the appearance of the original about creating flattener presets, refer
objects. Flattening also occurs when to InDesign Help.
you export a PDF file with Adobe Note that flattening is not necessary
Acrobat® 4 compatibility (such as a when creating a PDF/X-4 file and
PDF/X-1a or PDF/X-3 file) or an EPS printing to an Adobe PDF Print
file, using File > Export. Engine RIP.
You can choose the flattening quality Managing Transparency
in the Transparency Flattener area In a document that will be flattened,
of the Advanced pane of the Print it is a good practice to place text on a
dialog box or the Export Adobe PDF higher layer than transparent objects.
dialog box. By default, the Preset This removes the chance that some
menu includes three options: Low text characters will become outlined The Highlight menu in the Flattener
Resolution, Medium Resolution, and in the flattening process. Preview panel provides several options for
displaying specific instances of transpar-
High Resolution. In general, Medium
ency, including Transparent Objects, All
Resolution is appropriate for proof- The Flattener Preview panel (Win-
Affected Objects, and Outlined Text. The
ing, and High Resolution should be dow > Output > Flattener Preview) Transparent Objects option highlights all
used for all final output. helps designers and printers prevent transparent objects in red.
Creative Effects 33
Preflight and Output
Whether printing your InDesign file displays a green or red dot in both model limitations, document size,
or outputting a SWF or an Adobe the lower left corner of the panel and more. After creating a new
PDF document for distribution on and the document window. preflight profile, you can choose it
the web, consumer electronics from the Profile menu in the Pre-
You can control what the Preflight
devices, or phones, you’ll find that flight panel.
panel considers an error by choos-
InDesign offers an array of options
ing Define Profiles from the Pre- Note that when you select an error,
for achieving the results you want.
flight panel menu. Options include the Info area at the bottom of the
You can see an accurate view of what minimum image resolution, color panel provides more details.
document pages will look like when
printed or exported as PDF files by
choosing View > Screen Mode > Choose Define Profiles
from the Preflight panel
Preview (or press W when not edit- menu to tell InDesign
ing text). This hides nonprinting which errors to look for.
page elements such as guides, the
pasteboard, and frame edges.
and drag the object’s center point, group of objects on your page. They current angle next to the cursor, and
or switch to the Selection tool and help you lay out objects on a page displays a green Smart Guide when
drag a frame edge. quickly, without having to create the rotation matches the same angle
guides and grids manually. as any other rotated object visible on
■■ When you use the Edit > Paste Into
the page.
command to place a copied object You can turn Smart Guides on or off
into another object, the pasted in the View > Grids & Guides menu, Note that the Smart Guides feature
object is nested within the frame or by pressing Command+U (Mac sees only the objects that you can
that contains it. To select a nested OS) or Ctrl+U (Windows). see at your current view. If you want
object, click the object with the Smart Guides to ignore an object,
For example, if you want two objects
Direct Selection tool. scroll the page so that you cannot see
to align along their left sides, you can
it, or place it on a hidden layer.
Deselect All enable Smart Guides, and then start
Press Shift+Command+A (Mac dragging one of the objects with the Making New Color Swatches
OS) or Shift+Ctrl+A (Windows) Selection tool. When the sides or By default, the Swatches panel con-
to deselect all objects or text on a center points of the two objects are tains colors swatches for each of the
spread. It is particularly helpful to do aligned, InDesign displays a light four process colors, plus process-
this before creating or editing color green guideline. color equivalents of red, green, and
swatches or editing a paragraph or blue. To add a new color swatch,
If you drag a third object near these
character style, so that the swatch or choose New Color Swatch from the
first two, you will see a different kind
style is not accidentally applied to the panel menu, and then choose Pro-
of Smart Guide—one with arrows on
selected text or object. cess or Spot from the Color Type
each end—when the space between
pop-up menu. You can choose preset
Smart Guides all three objects matches exactly.
libraries of colors, such as Pantone
Smart Guides are temporary guides
If you rotate an object with the Solid Coated, from the Color Mode
that appear as you create, move,
Rotate tool, InDesign shows the pop-up menu.
rotate, resize, or scale an object or
Important Techniques 37
The Kuler panel (which is now
directly accessible within InDesign
by choosing Window > Extensions
> Kuler) lets you download color
swatches from Adobe’s popular Kuler
website as well as create and edit your
own color themes.
Important Techniques 39
For Spots option. This ensures you over an anchor point, it changes to For example, you may want to apply
get the best quality color for proofing the Delete Anchor Point tool. rounded corners to a selected frame
and for conversion to CMYK. The Ink or path. You can do this by choosing
The Pathfinder panel (in the Win-
Manager also lets you convert a spot Object > Corner Options, and then
dow > Object & Layout menu) lets
color to a process color by clicking choosing Rounded from the Effects
you merge and intersect paths. The
the spot color icon to the left of pop-up menu in the Corner Options
Object > Paths menu lets you com-
the spot color name or by selecting dialog box.
bine paths into compound paths.
the All Spots To Process option.
Anchoring Objects into Text
You can also copy and paste editable
To convert RGB colors or images to When you copy a path, frame, or
vector artwork between InDesign
CMYK when you print, choose Com- group with the Selection tool and
and Illustrator (see “Copying Graph-
posite CMYK, Separations, or In-RIP then paste it into text with the Type
ics” on page 24).
Separations from the Color pop-up tool, it’s called an anchored item. It
menu in the Output pane of the Print Redrawing Frames with the Pencil Tool behaves like a single text character
dialog box. The Pencil tool lets you draw paths that moves with the adjoining text as
or frames free-form, by clicking and you make edits to the text. You can
You can convert to CMYK while
dragging. To create a closed path, also create an anchored object by
exporting a PDF file by choosing
hold down the Option (Mac OS) or inserting the text cursor in some text
Convert To Destination (Preserve
Alt (Windows) key after you start and choosing File > Place or Object >
Numbers) from the Color Conver-
drawing, and hold it down until after Anchored Object > Insert.
sion pop-up menu in the Output
you let go of the mouse button.
pane of the Export Adobe PDF dialog
box. Preserve Numbers indicates that The Pencil tool not only draws, it
images and swatches already defined redraws: If you draw over part of a
with CMYK values will pass through path or frame edge, InDesign deletes
and not be changed. a section of the path and redraws
using the new path you drew. This
Bézier Drawing
is helpful for converting rectangular
While Adobe Illustrator is the indus-
frames to irregular shapes.
try’s premier drawing application,
InDesign offers many excellent draw- To change the Pencil tool’s tolerance
ing features that work identically to settings, double-click the tool in the
those in Illustrator, including a Pen Tools panel.
tool and a Convert Direction Point
Corner Effects
tool. Note that when the Pen tool is
InDesign lets you alter the look of You can apply a corner effect to any path,
over a path, it automatically changes whether it is a frame or a Bézier line with
corner points in any frame or path.
to the Add Anchor Point tool; when corner points.
Important Techniques 41
To format the first
paragraph of this
story, place the text
cursor in it and
open Quick Apply.
Type a few letters in
the style name, and
then press Return
or Enter. Quick Apply desired font, color, and so on; then
The Quick Apply feature lets you choose Drop Caps And Nested Styles
quickly find and apply charac- from the Control panel menu, and
ter, paragraph, table, and object pick that character style in the Drop
styles. It also allows you to choose Cap section.
features, such as menu commands
The Drop Caps And Nested Styles
and scripts, all while keeping your
dialog box (or, if you’re editing a
hands on the keyboard.
paragraph style, the Drop Caps And
To open the Quick Apply panel, Nested Styles pane of the Paragraph
press Command+Return (Mac Style Options dialog box) also lets
OS) or Ctrl+Enter (Windows). you apply nested styles and line
When the panel is displayed, styles.
type a few letters of a style or
A nested style is a character style
menu item name to select it,
The paragraph applied to a specified range of text
and then press Return or Enter
style specifies the inside the paragraph. For example,
font and uppercase to apply it and close the panel.
you can apply one character style to
format. The nested The letters do not need to be at
line style applies the first word of the paragraph, and
the beginning of the name. For
bright blue to the another character style up to the first
first line. The example, if you have a paragraph
colon (:) character.
nested style applies style named “Heading 1,” you can
the darker blue to
select it in the Quick Apply panel To create a nested style, you first
the first word.
by typing “h1.” create one or more character styles.
Then, in the Drop Caps and Nested
You can control which features
Styles pane of the Paragraph Styles
Quick Apply will list from the
Options dialog box, click New
menu in the Quick Apply panel.
Nested Style. In the Nested Styles
Nested Styles area, select a character style from the
InDesign offers several methods pop-up menu, and then click the area
to automatically apply different to the right of the character style, and
text styles to different parts of a choose Through or Up To. Choosing
paragraph. For example, you can Through includes the character you
apply different formatting to a specify in the rightmost column;
drop cap character by first cre- choosing Up To formats only the text
ating a character style with the that precedes this character. Click the
Important Techniques 43
and then clicking either the Bulleted
List ( ) or Numbered List ( )
button in the Control panel. To con-
trol formatting, styles, or positioning
of the bullets or numbers, choose
Bullets And Numbering from the
The original text, unformatted. All eight text Each paragraph style (one for each Control panel menu.
frames are selected with the Selection tool. paragraph) points to the next style.
You can apply automatic bullets or
numbers as part of a paragraph style
by choosing the Bullets And Num-
bering pane of the Paragraph Style
Options dialog box.
To add a note to text—whether in a story or in a table—place the text cursor (circled above),
and then click the New Note button in the Notes panel or choose Type > Notes > New Note.
Notes are especially easy to read in a Story Editor window.
Important Techniques 45
Anywhere you can type text, you can Cross-References objects that you want on all pages
insert a note, including in a table. One of the most time-consuming (page number, headers, and so on)
Notes can also be seen and created in aspects of laying out a long docu- on master page “A,” and then cre-
Adobe InCopy (see “Supercharging ment—whether a book, a catalog, or ate five master pages based on that
Your Workflow” on page 50). a magazine—has traditionally been one—putting a different colored
managing the cross-references. For background on each. When you need
Creating Conditional Text
example, if the text says, “See Figure to make a change to master page
When you have to build two or more
15-3 on page 36” you will need to “A,” then all the other master pages
publications that are very similar, but
update that when the figure or page change, too. To base one master page
in which the text is slightly different,
number changes. on another, use the Based On Mas-
it is cumbersome to create, main-
ter pop-up menu when creating a
tain, and store multiple files on disk. Fortunately, you can quickly create
master page, or select a master page
Instead, you can create a single docu- and update cross-references with the
and choose Master Options from the
ment and use the Conditional Text Cross-References panel (Window >
Pages panel menu.
panel to hide and show text. Type & Tables > Cross-References).
You can apply a master page to more
For example, you could create a cata- To insert a cross-reference (some-
than one document page at a time
log with three different prices for times called an x-ref) at the current
by choosing Apply Master To Pages
each item, and each price assigned a text cursor position, click the New
from the Pages panel menu.
different condition. When you want Cross-Reference button in the
to print the catalog with the first set Cross-References panel. Later, if the To copy a single master page from
of prices, simply turn off the visibility cross-reference becomes out of date, one document to another, make sure
of the other two conditions in the you can refresh it by clicking the both document windows are visible
Conditional Text panel. Update Cross-References button . at the same time. Then, make the
document with the master page
Once you create a condition in the Master Pages
the active document, and drag the
Conditional Text panel, you can You can use master pages in InDesign
master-page icon from the Pages
select any text and click the condi- the same way you use them in
panel to the other document window.
tion in the panel to assign it. QuarkXPress, but you will be missing
many opportunities for enhancing To copy all the master pages from
To assign a condition to an image or
your efficiency. one document to another, open the
other nontext object, first make it an
destination document as the active
inline or anchored object. For example, you can base one mas-
document, choose Load Master
ter page on another. Let’s say you
Pages from the Pages panel menu,
are laying out a catalog that has five
and then select the document that
sections, each with a different back-
contains the master pages.
ground page color. You could put the
Find/Change Object Formatting A damaged preference file can cause Markup (IDML) or InDesign CS4
The Find/Change feature (Edit InDesign, or InDesign files, to Interchange (INX) from the Format
menu) lets you search for and replace behave erratically. You can re-create pop-up menu, and click Export.
not only text, but object formatting the preference files by holding down Then choose File > Open to open
as well. The Object tab in the Find/ Shift+Option+Command+Control the IDML or INX file you created. This
Change dialog box offers two fields: (Mac OS) or Shift+Alt+Ctrl (Win- rebuilds the file and strips out any
Find Object Format and Change dows) when starting InDesign, and potential corruption that came from
Object format. Click inside these then click Yes when asked if you want the original document.
fields to edit them. For example, to delete your preference files.
If you are not sure about the his-
you can search for all objects that
Rebuilding a Document tory of a file, hold down Command
are filled with a yellow swatch and
with INX or IDML (Mac OS) or Ctrl (Windows) and
replace that fill with a red-to-white
After opening a QuarkXPress (see choose About InDesign from the
gradient swatch.
“Opening QuarkXPress Files” on InDesign menu (Mac OS) or the
Rebuilding Default Preferences page 17) or an Adobe PageMaker® Help menu (Windows). The Docu-
InDesign stores information for file in InDesign, it’s often helpful to ment History section of the Adobe
plug-ins, features, and the appli- rebuild the file via the INX or IDML InDesign Component Information
cation itself in its preference files, format. Choose File > Export, give dialog box can tell you about the
such as the InDesign Defaults file. the file a name, choose InDesign background of the current file.
Important Techniques 47
Rich, Interactive Documents
Publishers increasingly need to of contents (Layout > Table of Con- Adobe PDF or SWF file. Note that
transform static page layouts into tents) can also automatically add exported SWF files do not include
interactive documents that extend hyperlinked text to your document. movies or sound.
editorial content through the use of
You can also easily import movies If you need to build a more advanced
animation, embedded video, and
and sounds—for example, MOV interactive document, you can export
sound. InDesign offers many tools
and AIFF files—using File > Place. your InDesign file in the Adobe Flash
for creating interactive documents.
Once placed, you can double-click CS4 Professional (XFL) file format.
InDesign also tightly integrates
the movie or sound object with the This preserves the text, graphics, and
with Adobe Flash CS4 and Adobe
Selection tool to control how it will layouts when the file is opened in
Dreamweaver CS4, making cross-
appear and play. Adobe Flash CS4 Professional.
media publishing easier.
You can then export your InDesign To export text and graphics for use
You can add interactivity to your
document as a fully interactive in any HTML web-authoring appli-
InDesign documents with fea-
tures such as the Buttons panel,
which lets you make rollovers and
apply actions to your page objects.
Choose Sample Buttons from the
Buttons panel menu to view a set of
predefined buttons you can use in
your documents.
DataMerge and XML for creating and applying XML tags to Share My Screen to create a virtual
To maximize profitability, publishers content, easy controls for mapping XML room, based on Adobe ConnectNow
must find the most efficient ways to styles to text styles (and vice versa), (now directly accessible from within
extract and store content in a format and optional use of Document Type InDesign), where you and two other
that can be reused. InDesign lets Definition (DTD) files for defining and participants can share a screen; chat
you import data from a database in validating XML structure. via text, audio, or video; and share
several ways.
You can also use scripting to gener- collaborative whiteboards.
The simplest method to import text ate and format InDesign pages based InCopy
and graphics from a database or on imported XML, or apply an XSL If you need powerful editorial col-
spreadsheet is via the Data Merge transformation (XSLT) when importing laboration capabilities, Adobe offers
panel (Window > Automation > Data or exporting XML content to make it Adobe InCopy CS4, a professional
Merge). This lets you import tab- or easier to flow XML into InDesign page writing and editing program that’s
comma-delimited text files into a templates or export it to a database tightly integrated with InDesign CS4.
template that you create. or website.
The combined power of InCopy and
For more complex data publishing, For more information, refer to InDesign lets editorial and design
InDesign offers extensive XML support. Adobe’s website (www.adobe.com/ staff—whether offsite or onsite—work
You can import, create, format, edit, products/indesign/scripting). on the same file at the same time,
and export XML files using an inte-
Share My Screen without overwriting each other’s
grated toolset that includes a Structure
When working with others in remote work. Designers retain complete con-
pane for viewing and managing tagged
locations, you can choose File > trol over the design, and writers and
content, a Tags panel (Window > Tags)
editors can produce or edit copy in frame into a grid of smaller frames,
the context of the layout. and place rounded corners on fewer
than all the corners of a frame.
For more information on InCopy, see
Adobe’s website (www.adobe.com/ Virtually every aspect of InDesign is
products/incopy). scriptable through standard script-
ing languages, including JavaScript
Plug-ins and Scripts
for cross-platform scripting, Apple-
Plug-ins and scripts add many func-
Script, and VBScript. Detailed script-
tional features to InDesign that can
ing guides are available on Adobe’s
increase your efficiency. You can find
website (www.adobe.com/products/
about 20 sample scripts by choos-
indesign/scripting).
ing Window > Automation > Scripts, Anything you can do in InDesign
and then opening the Applications > For more information on finding can be automated using a script.
The Scripts panel displays a list of
Samples > JavaScript folders inside and using third-party plug-ins available scripts, and double-
the Scripts panel. These scripts add and scripts, see “InDesign CS4 clicking a script in the panel
features such as the ability to sort Resources” on page 52. launches the script.
Index 55
56 Adobe InDesign CS4 | Conversion Guide
InDesign Conversion Cover (variable spine width)
Finished size: 7.5 width x 8.4 height
4 color process
back front
Conversion Guide
A hands-on resource for switching from QuarkXPress to InDesign CS4
95012052 2/09