Professional Documents
Culture Documents
30 Tips For Indesign Users EN
30 Tips For Indesign Users EN
TIPS
for InDesign users.
Because of my job at Redokun, I analyze documents created by designers from all around the world
every day.
Unfortunately, the majority of these documents either contain many mistakes or are built inefficiently.
With this document, I would like to give you a quick-guide that you can use to improve your skills
in a very short period of time.
If you like the content in this guide, I have two favours to ask:
• Send it to your friends who use InDesign;
• Share the link on social media/blogs/websites so that other people might learn about this
guide, read it, and improve their skills.
I promise you this: after applying the suggestions in this document, you won’t want to go back to
the way you were working before!
redokun.com
1 30 Tips for InDesign Users
Who’s the author?
My name is Stefano Bernardi, I co-founded Redokun in 2015,
and I spend most of my time helping customers optimize
their InDesign workflow.
If you don’t know how Paragraph Styles work, you’ll find some instructions in this document, but
there are also a few more resources you might want to look into:
• This guide on our blog: https://redokun.com/blog/indesign-paragraph-styles
To improve your knowledge of InDesign (and learn about Paragraph Styles), you might also want
to check out:
• The latest course from David Blatner. I’ll link a blog post as it is easier for me to update that:
https://redokun.com/blog/indesign-course
• If you speak Italian, my (15+ hour long) course: http://indesignacademy.it
Download it here!
redokun.com
2 30 Tips for InDesign Users
Table of Contents
4) Remove local formatting . . . . . . . . . . . . 7 18) How to deal with chapter and sub-
How to remove stubborn local chapter numbers . . . . . . . . . . . . . . . . . . . 24
formatting
19) Avoid graphical elements in
5) Pay attention to the language applied 9 paragraphs . . . . . . . . . . . . . . . . . . . . . . . . . 25
9) Don’t have mixed columns of text . . . . 13 24) Use the Find/Change to fix your
styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
10) Jump column/page using a control
character . . . . . . . . . . . . . . . . . . . . . . . . . . 14 25) Create the styles with a script . . . . . . . . 31
11) Jump column using Paragraph Styles . 15 26) Redefine styles and find style changes 32
redokun.com
3 30 Tips for InDesign Users
1) Show hidden characters
InDesign uses special text characters that are invisible to your eye and in the printed version of your document.
These characters are called control characters. They are used, for example, to wrap lines, break paragraphs, space
words, etc.
We will explore later which hidden characters might be dangerous and which ones we might want
to start using.
But it’s important that we constantly have a deep understanding of the structure of our document.
That means that we should be able to see all control characters.
On the top menu bar, click on “Type” > “Show Hidden Characters”.
If you want to set this as a default, activate “Show Hidden Characters” with all documents closed.
redokun.com
4 30 Tips for InDesign Users
2) Don’t use hard-return incorrectly
In InDesign, every hard-return creates a new paragraph.
This means that a full sentence containing a hard-return right in the middle is in fact 2
different sentences.
In the follwing picture, you can see highlighted in red the parts that should not have a hard return
at the end. In green are examples of hard returns used correctly (ends of paragraphs).
redokun.com
5 30 Tips for InDesign Users
3) Don’t use soft-return incorrectly
The soft-return is also called “Forced Line Break” in InDesign.
When you place a “Forced Line Break”, you create a new line, but you don’t create a new paragraph.
If we take into consideration the title in the image below, that title is indeed one single paragraph
with a line break in the middle.
To place a soft-return:
Click on “Type” > “Insert Break Character” > “Forced Line Break”.
Or
In the picture, you can see highlighted in red the parts that should not have a soft return at the
end. In green are examples of soft returns used correctly (ends of paragraphs).
redokun.com
6 30 Tips for InDesign Users
4) Remove local formatting
Try this:
Open the “Paragraph Styles” panel (“Window” > “Styles” > “Paragraph Styles”).
The “Style Override Highlighter” highlights any text that has local formatting applied to it. I highly
suggest you keep it always activated.
“Local” formatting is any formatting on top of the paragraph style. For example, if you select a few words and
change their size in the Control panel, that’s local formatting.
You want to avoid local formatting as much as possible because every time a blue highlight starts
is a group of characters with different formatting.
If you were to update the formatting of your text, these different groups would all retain different
pieces of information making it hard to update the text style and easy to introduce mistakes.
k Apply always the formatting using Paragraph Styles, and use Character Styles to deal with
formatting exceptions.
redokun.com
7 30 Tips for InDesign Users
Tip: How to remove stubborn local formatting
Do you still have some stubborn formatting that for some reason you are not able to fix?
Click on the “Clear overrides in selection” icon at the bottom of the panel.
redokun.com
8 30 Tips for InDesign Users
5) Pay attention to the language applied
The language attribute is used in two important features:
• Hyphenation;
• Spell-check (See "Check the spelling automatically" on page 10)
If you don’t set up this attribute inside the Paragraph Style to reflect the text language, InDesign
won’t be able to hyphenate the text correctly.
Inside the Paragraph Style options, click on the “Advanced Characters Formats” tab, and
change the “Language” attribute.
If there are words in your text that are in a different language from the main one in use, you can assign to those
exceptions a Character Style with the correct “Language” attribute.
y Do NOT assign the wrong language value to your text: it will break the hyphenation and
spell-check features.
k If you have the hyphenation active, make sure to update the language attribute in the
Paragraph Styles for each translated document.
redokun.com
9 30 Tips for InDesign Users
6) Check the spelling automatically
InDesign has an integrated spell-check feature.
Make sure the “Language” attribute applied to the formatting is set to the correct language.
Click on “Edit” > “Spelling” and choose either “Check spelling” or “Dynamic spelling”.
InDesign will underline spelling mistakes in red, and grammar issues in green.
redokun.com
10 30 Tips for InDesign Users
7) Don’t use different containers for title and text
This issue is not limited to documents that have to be translated. It also effects your normal use
of InDesign.
• If you edit the text, you might have to resize the container;
• You might also have to manually change the position of each text;
• The space between title and text is difficult to control;
• You cannot change the space between title and text automatically.
We want to avoid the need to perform a manual choice/edit where possible. Our goal should be
automating as many parts of the layout as possible.
Place title and text in the same container and assign the correct Paragraph Styles.
Open the Paragraph Style assigned to the title, go to the “Indents and Spacing” tab. Edit
“Space After” to add space between title and text.
k Use “Space Before” and “Space After” to control the space between different
paragraph styles.
redokun.com
11 30 Tips for InDesign Users
8) Avoid creating space with paragraphs returns
This issue limits your control over the text in your document. It might lead you to make mistakes or
spend lots of time on manual edits because:
• The space between different paragraphs might not be precise;
• You cannot change the space between title and text automatically.
The two text-boxes below are exactly the same. They have the same content and the same styles
applied. What changed was the position of my pointer when I hit return. Mine was an easy
mistake that nobody would ever even notice. Right?!
To avoid a similar mistake, you should use the Paragraph Style settings.
Open the Paragraph Style assigned to the title, go to the “Indents and Spacing” tab. Edit
“Space Between Paragraphs Using Same Style” to add space between the paragraphs.
k Use “Space Between Paragraphs Using Same Style” to control the space between
different paragraphs.
redokun.com
12 30 Tips for InDesign Users
9) Don’t have mixed columns of text
Following the example below, if the title in our translation takes up only one line, we will have to:
• Reduce the container on top;
• Move up the container on the bottom.
But we want the entire group of text to be fixed automatically. InDesign should do the work for us.
We saw how “Space After” and “Space Before” can help us in these cases.
Now let’s see how – inside the same container – you can have one text in one single column and
one text divided into two (or more) columns.
There are 3 ways of creating column text with InDesign. You can read more in our blog.
Based on the number of columns you added to your container, you can either:
• Span the title to all columns;
• Split the text in 2+ columns.
Open the Paragraph Style assigned to the text/title, go to the “Span Columns” tab, and
change the settings under “Paragraph Layout”.
redokun.com
13 30 Tips for InDesign Users
10) Jump column/page using a control character
In the "Don’t use different containers for title and text" tip, we saw how we should place different
parts of our text in the same text-frame.
While in the"Don’t have mixed columns of text" tip, we learned how to deal with text that takes
up a different number of columns.
Precisely controlling the position of your content in InDesign is fundamental. Let’s see how
“Column Break” can help.
In the image below, you can see where the “Column Breaks” are placed, and the effect they have on
the text. You can use a “Column Break” to force your text to jump:
• Into a new column;
• Into a new container.
You can also clearly see how any change to each paragraph length (both shorter and longer) won’t
require manual edits.
redokun.com
14 30 Tips for InDesign Users
11) Jump column using Paragraph Styles
Do you want the chapters in your book to always start from a new page? Or any odd or even page?
Or from a new column? Or a new frame?
You don’t need to go crazy with the “Column Break” character we saw on "Jump column/page
using a control character". There is an option inside the Paragraph Style that can help.
Open the Paragraph Style that you always want to have as the beginning of a new page/
column/frame, click on the tab “Keep Options” and change the options in
“Start Paragraph”.
By using this option and the Column Break, you can divide your document in compartments so
that it’s easier to:
• Have complete control over the layout, and see where you should add more space so that a
longer text (translation) can fit in;
• Find and fix possible issues;
• Create a more accessible document.
k Use “Start Paragraph” to break the text flow and have better control over your document.
redokun.com
15 30 Tips for InDesign Users
12) Anchor objects
Sometimes, you have a piece of content (an image, a quote, a box of text, etc..) linked to a specific
information in your page.
We saw how we can control our layout so it automatically adapts to a longer text. Now we learn how
to anchor something to a specific part of your text.
Imagine having a text that explains how to prepare coffee with the coffee-machine you just bought.
Each steps has it’s own image to help you understand quickly what you should do.
You want each image to be linked to its instructions. If you move the text, the image follows the
text and stays where it should be. This is what anchored objects do.
k Anchored objects will keep informations (text+image) linked between each other in the
correct position.
redokun.com
16 30 Tips for InDesign Users
Tip: How to anchor an object
You can anchor an object (image, text-frame, shape, etc..) to a text so that:
• You can set a precise position;
• You make sure that it moves every time the text changes position;
At the top, you can see a little blue square. Press the “Alt” key (on Windows) or the
“Option” key (on MacOS) and click on the little square, now drag the square into the text-
box.
As soon as the mouse pointer meets the text-box, you’ll see a black line that will follow
your movements. That black line indicates where you are placing the anchor
Based on where you want to place the object, in connection with your text, I suggest that
you place it at one of the two extremities of the paragraph. Make sure to place the anchor
after the text, at the very end of the paragraph (after the punctuation if present) or at the
very beginning, before any character.
When you let the click go, InDesign opens a new pop-up. This pop-up allows you to
adjust how the anchored object should behave, how it should look like, or where it should
be positioned.
redokun.com
17 30 Tips for InDesign Users
13) Avoid embedding images
This is more of a heads-up.
Copying and pasting images from other programs might be risky because usually:
• The file becomes heavier and harder to manage;
• The file risks becoming corrupt, which means it won’t open;
• Modifying images becomes harder.
Some InDesign experts define a few extreme cases in which you should incorporate images. I wholeheartedly
disagree. Every time I had trouble opening an InDesign file it was due to a corrupt image.
Don’t worry if you have a file with embedded images. You can use a script to extract both embedded
and pasted images, save them into a given folder, and replace them with linked images.
Links to scripts might change or they might become broken. To make sure the link is always
working, I’ll direct you to this post on InDesign scripts (This way it’s easier for me to keep everything
updated). Once you’ll connect to that page, search for “Unembed” or “Embedded Images”, and
you’ll find the script right away.
redokun.com
18 30 Tips for InDesign Users
14) Avoid using different containers
Consider the 3 ways of creating the layout in the image below.
Number 1: Rely completely on manual editing. The designer has to pay attention to every
single detail.
Number 2: Use some of the tips we saw. For example, titles and descriptions are in the same
containers (see "Don’t use different containers for title and text"). And the images are anchored (see
"Anchor objects"). But there are still some issues.
Place the text inside a single container and use “Space Before” and “Space After” to add
space between the different paragraphs/groups.
Anchor the images to their text (see "How to anchor an object"), and create an “Object Style”
to control their position.
redokun.com
19 30 Tips for InDesign Users
Tip: Use object styles for repetitive layouts
You can use object styles to quickly format various objects in your document, including graphic
frames, text frames, and lines.
As you can see in the image above (inside the pop-up), InDesign even lets you define the size and
position, add auto-sizing options, and also automatically add text formatting (in this case you will
also have to set up the “Next Style” option in the Paragraph Style).
To learn how to create an object style, go to the Adobe InDesign official user guide.
redokun.com
20 30 Tips for InDesign Users
15) Use indents instead of tabs
If you need to change the space between the margins and where you text starts or ends, you should
use Indents.
Set the indents in your Paragraph Styles from the tab “Indents and Spacing”.
redokun.com
21 30 Tips for InDesign Users
16) Pay attention to bullet and numbered lists
When creating a bullet or numbered list:
• Do NOT type spaces before each point (to add space between the bullet/number and
the text);
• Do NOT type the bullet/number as a character of your text.
Here are some examples of badly structured numbered lists (on the left) and the correct formatting
(on the right).
Why should you be so concerned with bullet/numbered lists? Because by using InDesign correctly,
you will drastically reduce the amount of adjustments;
To learn how to add bullet points correctly in InDesign, go and read our blog post: How to Add Bullet Points
in InDesign.
redokun.com
22 30 Tips for InDesign Users
17) How to deal with list that have icons or special
characters
At times, your lists cannot be created in the standard ways available in the paragraph panel.
For example, you might have to create a list in which each bullet is different (maybe a list of icons
– like the one below).
This way, the numbering of chapters and sub-chapters will automatically update, and you’ll be able
to move things around or quickly remove those parts that are not valid for a specific market.
You’ll still create a list, so all the “tips” we discussed when talking about lists still apply in this case
as well.
To learn how to create chapters and sub-chapters with automated numbering, go and read our blog post:
InDesign Numbered List–How to create and use it best.
redokun.com
24 30 Tips for InDesign Users
19) Avoid graphical elements in paragraphs
When possible, use paragraph style options instead of graphical elements.
In the example below, the left part uses green shapes to highlight the titles. While on the right part
a paragraph rule is added to the paragraph style.
Another example you can find in this document are the “more information” call outs (similar to the
one you see below “This is an example”):
This is an example.
redokun.com
25 30 Tips for InDesign Users
20) Use GREPs
A GREP is a formula (an expression) made up of meta-characters that can represent text, conditions or patterns
(repetitions).
When InDesign finds that a condition – expressed in the GREP – is verified, it assigns the attributes
contained in a Character Style.
This change to the formatting is done live when you edit your document in InDesign.
This means that with GREPs your text is formatted correctly (as you wanted) instantly – without
your intervention.
Learn more about GREPs in our blog post: GREP in InDesign–What is it and how to use it
redokun.com
26 30 Tips for InDesign Users
21) Fix widow words
A widow is a word that remains alone in a line at the end of the paragraph.
When fixing widow words you should avoid using non breaking spaces because:
• It’s a manual job;
• It requires constant fixing.
You can instead use GREPs to fix this issue automatically in every document.
Add this GREP code to your Paragraph Style (?<=\w)\s(?=\w+[[:punct:]]+$) and set the
GREP to assign the No Break Character Style.
From now on, the “No Break” will be applied automatically - LIVE!
redokun.com
27 30 Tips for InDesign Users
22) Try nested styles
Like GREPs, Nested Styles are also applied live to your document.
The change to the formatting is done live when you edit your document in InDesign, and it’s not
stored as a formatting of the text itself.
redokun.com
28 30 Tips for InDesign Users
23) Create styles quickly
Paragraph Styles are fundamental but sometimes they might be scary, and creating them might
seem complex.
In the next few chapters, I’ll try to help you understand how you can quickly fix your document by
quickly creating and using Paragraph Styles correctly.
Open the “Paragraph Style” panel and activate the “Style Override Highlighter”.
When you see some text highlighted in blue, select part of it, and click on the “+” symbol
at the bottom of the “Paragraph Style” panel.
You’ll see that InDesign has created a new style called “Paragraph Style #”. This is your new
paragraph style and (shout-out to Christelle who pointed this out) you should rename it.
See the next chapter "Use the "Find/Change" to fix your styles" to see how you can quickly
apply this new Paragraph Style to every paragraph that uses the same formatting.
redokun.com
29 30 Tips for InDesign Users
24) Use the "Find/Change" to fix your styles
One of the things the "Find/Change" function can help with is finding a set of formatting rules
and replacing them throughout your entire document.
You can use this to your advantage and add styles to all your text by following these simple steps:
In the “Find/Change” window, make sure “Find what:” and “Change to:” are empty.
Click inside “Find Format” and in the pop-up select the formatting you want to find. In
my example, the titles are in “Garamond Premier Pro”, “Bold”, size “20 pt”.
Click inside “Change Format:” and in the pop-up select the Paragraph Style you want to
apply to the text InDesign will find.
Click on “Change All”. InDesign will add the selected Paragraph Style to all the text that
has that formatting and will remove the local overrides.
The difference between using the Find/Change and doing it manually, as one would do from the
Paragraph Panel, is that with the Find/Change you will also remove any local formatting added on
top of the style you are assigning, effectively “cleaning” your text.
redokun.com
30 30 Tips for InDesign Users
25) Create the styles with a script
In InDesign you can use scripts to automate repetitive/time consuming tasks.
One of these tasks, when you have a document that doesn’t use styles, could be creating all the
Paragraph Styles and assigning them to your text.
Luckily for us, this script already exists and we don’t have to write it ourselves.
As a side note, I generally prefer to fix the styles manually because I like to have full control on each
step of the process, but if you are in a hurry, you might want to know there is also a faster solution.
Search in the page for the script “Create Paragraph and Character Styles” (by Thomas
Silkjaer) and download it.
See how to install and use an InDesign script from our user guide.
InDesign will find common formatting in your text, create Paragraph Styles and Character Styles,
and assign them to your text. This means that the script might create duplicates.
You don’t necessarily need to fix these duplicates, but if you want to go the extra mile (and have a
perfect document), delete the duplicates, and InDesign will ask you to indicate a Paragraph Style to
use as a replacement.
redokun.com
31 30 Tips for InDesign Users
26) Redefine styles and find style changes
In "Remove local formatting" on page 7 we saw how local formatting slows down your workflow
and makes the production of your documents more expensive.
In some cases (like the first title and first sentence in the screenshot below), we cannot even see
where and whether there are changes of style. For this reason, I suggest you to try cleaning up your
document as much as possible and remove all local formatting.
The “Redefine Style” can be a very precious ally to solve this task.
With the “Redefine Style” function, you can override any of the style settings applied to your
paragraph. And by doing that, you will immediately discover potential style changes.
In the “Paragraph Styles” panel, click on the top-right icon (the one with 4 lines) and
select “Redefine Style”.
redokun.com
32 30 Tips for InDesign Users
27) Fix orphan rows
Another typographical issue InDesign users often have to fix is “orphans”.
Make sure you create your document so that it can fix this issue automatically.
Change the value in “Start:” and “End:” to “2”. InDesign will automatically fix orphans in
your entire document.
redokun.com
33 30 Tips for InDesign Users
28) Clean additional spaces/returns/etc.
Before finalizing your document, it is highly suggested that you look for and fix a few common
mistakes that might have been added to the text in your document.
There is a script shipped with InDesign that allows you to do this automatically and clean up the
document quickly (shout out to Anne-Marie Concepción for teaching me this).
In the panel, navigate to “Samples” > “JavaScript” and look for “FindChangeByList.jsx”.
Before running it, you should fix the script as described by David Blatner in this post.
There is also another version of this script, created by Mike Witherell, that fixes even more issues
(and is a bit more precise). You can find it here with an explanation of the extra things it does.
redokun.com
34 30 Tips for InDesign Users
29) Take advantage of InDesign preferences
Many of the tips we’ve seen in this document can be set up as default preferences.
That means that every time you create a new document, those settings will already be in place.
Close all documents (this will allow you to change the software preferences).
Open the “Paragraph Styles” panel and edit the “[Basic Paragraph]”.
For example, you could add the GREP we saw in "Fix widow words" on page 27 or set the
“Keep options” as we saw in "Fix orphan rows" on page 33.
Now, create a new document. You’ll see that the “[Basic Paragraph]” of the new document
will have the settings you have just added.
Go back at the beginning of this guide and see which of the tips I mentioned could
become a default setting and help you save time.
redokun.com
35 30 Tips for InDesign Users
30) Create a Font to deal with special icons
Imagine this:
• You need to describe to the readers what buttons to press in a controller;
• And you also need to indicate which icon shows up in the display.
You would probably place a few images inside your text, right?!
If you often use these symbols, you might want to create your custom font. That way, you can save
lots of time because placing a symbol will mean pressing a button (and adding a Character style).
And at the same time, you will help your translator with placing the symbol in the right position.
To learn how to do so, check out this great piece from Steve Caplin.
redokun.com
36 30 Tips for InDesign Users
Thanks for reading!
Download it here!