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What you see on the Panels bar can vary based on the workspace. Similar to the other window components described above, the Panels bar can be moved around freely or docked to a suitable position. Clicking a button in the Panels bar will open up additional options. For example, clicking the Stroke option will open a pop-out window allowing us to change the properties of the stroke. You can add more functions to the Panel bar by going to the Window menu and choosing the desired function.

There are two ways of doing this. One of the ways, is to right-click on the point where the horizontal and vertical rulers intersect and select the desired measurement units. This is detailed in the subsequent chapters. This opens the New Document dialog box. There are other options in the New menu, which allows you to create a Book or a Library which we will deal with in later chapters. We shall focus on the Document command for now. It pays to have a general understanding of the various options available in the New Document dialog box so let us have a look at each of them.

Before moving on, it helps to turn on the Preview checkbox in the lower left corner of the dialog box. This creates a preview of the document in which it is easy to visualize changes such as page dimensions and other properties before creating the actual document.

Note, that the preview will disappear when you cancel creating the document. The first step is to define the intent of the document. Expanding the Intent dropdown menu gives us three options — Print, Web and Mobile. The Print option is the de facto option that is chosen by most working with InDesign. It is not just for printing documents on a printer, but also used for almost all forms of publishing such as a product sheet or template or even a document for uploading to the Web.

Of course, these can be changed later. It means documents that are delivered electronically such as PDFs or other on-screen documents.

Selecting the Web option changes the document measurements to pixels and the color space to RGB, which is ideal for on-screen documents. Of course, the measurement values can be custom set. The Mobile option sometimes called Digital Publishing in older versions of InDesign , lets you prepare documents as independent apps or eBooks targeting specific device form factors. You can also specify a custom screen size for your device.

Selecting the Right Measurements If you are comfortable with other scales of measurement, you can change them by going to the Edit menu, Preferences and selecting Units and Increments.

InDesign gives you a whole range of units to choose from. The Facing Pages option should only be selected if your document has left and right pages that face each other like in a book. If you are only going to create a single page document or a document that has different information in different pages such as a brochure, it is better to turn the option off. The Primary Text Frame adds a text frame to your Master Page which is useful if the text flows from chapter to chapter like in a book.

This can be left off by default. Setting the Number of Pages and the Page Size You can also set the number of pages the document will contain. This can also be left at 1 and additional pages added later. If you are working on a multi-chapter book, you can choose to select from which page of the book you want to start from.

Again, this can also be set later. The Page Size field is important to determine how this document will be printed. Selecting the right page size is important so that the printer knows the exact measurements of the printed page. You can choose from a set of default page sizes or define your own. Notice that the Width and Height will change automatically based on the chosen option.

You can input the values in a measurement of your choice and InDesign will automatically convert that into the current measurement used in the document as defined in the Units and Measurements preferences.

Say, for example, you input a value of 10 inches in the Width field by entering 10in and pressing the TAB key. InDesign will automatically convert that value to 60p0 60 picas which is the default measurement unit for this document.

You can also toggle the Orientation between landscape or portrait which essentially swaps the Width and Height values. The Columns area helps you define how many columns are to be created in the document. The default is 1. The Gutter helps in defining the separation space between these columns. You can obviously go outside the margins with your content but defining the margins helps in providing a perspective to your document.

Notice that there is a chain icon in the middle, which means that the values are linked. If you change a value for the Top margin, then the other values will also change. You can also toggle the chain icon to decouple the values of the margins if you want custom margins on each side.

There is a Bleed and Slug option that is usually collapsed but can be revealed by clicking the arrow beside it. Slug is the space where you enter information for the printer to understand such as the color space used or the number of pages, etc. Saving a Document Preset As one works with a lot of document types and dimensions, you may find the need to recall the settings in a click for each of the document types you work with.

You can save each of your settings as a custom preset and recall them whenever necessary. Click the Save Document Preset icon right next to the Document Preset field and give a name that you can remember so that it becomes easy to recall the settings later. You can also delete the preset by clicking the Delete Document Preset icon right next to the Save Document Preset icon.

Viewing the Document Display The final two-column document looks like this and you can start adding your assets to this document. Your workspace may vary a bit but that can be easily customized too. It is imperative to get the right document settings in order to get the most out of InDesign. InDesign provides a lot of easy ways to insert, remove, or duplicate pages. Most of these functions are accessed from the Pages menu under the Layout main menu. However, we will use the Pages panel in the Panel Bar as it is much easier and intuitive.

The Pages Panel We see that this document has two pages in two spreads. Clicking the Pages button on the Panel Bar opens the flyout showing various options that are possible with this document.

Let us explore some of the options available in this panel. The bottom of the Pages panel has three buttons. The first button is called Edit page size. The second button is called Create new page. This allows you to create a page right next to the page currently selected in the Pages panel. The third button is called Delete selected pages and allows you to delete the selected pages. You can create pages and re-arrange them simply by dragging and dropping them as desired within the Pages panel.

You can also select multiple pages by pressing Ctrl on Windows or Command on Mac and selecting the desired pages. Clicking the menu button on the Pages panel opens up a menu, which allows you to have more control over page management. If you want to insert more than 1 page in the document, click the Insert Pages… command in the menu.

This opens up a dialog box wherein you can specify exactly how many pages you want to insert and where you want them to be inserted. Say, for example, you want to insert a page after page number 2, specify them in this box to insert the page.

You can also choose to insert the pages before, after, at the start, or at the end of the document. You can specify the page number that you want to move and the page number that you want to either move after, before, or at the start or end of the document. Of course, you can also click and drag the pages to the desired position.

A neat feature is that you can also move pages from one open document to other. Using the Page Tool You can change the page dimensions of the pages in your document by going to the File menu and selecting Document Setup… You can then specify your new Width and Height values here. Do keep in mind that all the pages in the document will be affected by this. The Page tool on the toolbar is your answer. You might want to change the dimensions of a specific page if you are preparing flyers or brochures that fold at specific pages.

Using the Page tool is simple and straightforward but you must remember to set the correct reference point. The above screenshot shows a two-page spread. If you look carefully, the first page on the left-hand side has some handles along its four sides. This is the indication that the Page tool is active on this particular page. Now, on the Control Panel at the top, you can specify your desired dimensions.

Remember the reference point, we discussed earlier? That is the left most button with the 9 small spheres. Each sphere is a reference from which the rest of the adjustments to the dimensions are made.

Say, for example, you want to reduce the page size towards the right, you would put a reference point in any of the left most spheres to ensure that the left part of the page is kept constant, while the right side is adjusted. This helps to avoid gaps in the page which can look out of place in the finished document.

Master Pages A master page, like the name suggests, defines the overall layout of the document. Any changes to the size or number of pages on the master page affects the whole document. You can have any number of master pages, but the first master is called the A-Master.

There is also a None master page which is devoid of the schema of the other master pages. Master pages are very essential when working with books or magazines where the content flows from one page to the other.

Double-clicking on the A-Master opens the two-page spread master page which is basically blank. Notice that the individual pages in the panel show an A symbol. That means that the A-Master master page is applied to them. You can specify items on the master page such as header, footer, page numbers, or design layouts that would apply to all the other pages to which this master page is applied. No problem. Simply drag the None master page in the Pages panel onto your desired page to remove any master page defined layouts.

Since you would want the page numbers to appear on every page, you need to specify the location of page numbers in the master page. Say, for example, you want to number the pages in a book. Open the master page as described earlier, and select a location for the display of your page numbers. Let us select the bottom of the page for this example and draw a text bar at the bottom by clicking the Type icon in the toolbar and dragging the textbox to the bottom of the page. What you do is, tell InDesign that you want page numbers to appear in that position.

This will insert a symbol A in the textbox referring to the master page, A. In the above document, it can be seen that InDesign has automatically designated page number 6 to the 6th page. Page number assignment is dynamic. As you add or delete pages, the numbers are adjusted automatically saving you the trouble of manually verifying them. The section and numbering options can be accessed from the menu of the Pages panel.

You can also choose the style of numbering. The pages will follow the numbering system that you have chosen till you select another page and repeat the same process. The new section will start from the new selected page and this time you can select another page numbering scheme. Like with every object in InDesign, text is composed in frames called text frames.

Creating Text Frames You can use the Type tool to create a text frame in which you can write the text. This frame can be adjusted on the fly or even later. It is also possible to convert a shape into a text frame. Simply draw the shape on to the document, select the Type tool from the toolbar and click inside the shape.

Note that the cursor changes indicating that the shape is now being converted into a text frame. You can enter text into the shape. Go to the File menu and click on Place This opens the Place dialog box. Select any Word, RTF or text document that you want to insert into the document. InDesign will analyze the document and show you a cursor with the text attached which you can click on a desired area to directly place on the document or drag the cursor to place it in a desired frame size.

Note that some formatting changes might occur when you place the Word document. Note: The Place command places the document within the defined text frame even if it contains many pages.

If your document has multiple pages of text and you want everything to be imported into InDesign, press and hold the Shift key while using the Place command. You will notice that all the required pages are populated with your imported content. The Story Editor presents an easy to read, alternative layout for editing text. The default font in the Story Editor may put off a lot of people but it can be changed in the Story Editor Display section in Preferences.

In this section, you can change the font, line spacing, text color, background, and the theme. Note: The changes are limited only to the Story Editor window and will not affect the font in the actual text frame. The Story Editor also shows the entire text even if the actual text frame has only limited text in it.

Another ease of using the Story Editor can be seen by opening the Info panel, going to the Window menu, and selecting Info. Just like your regular word processor, InDesign also has integrated spellchecking capabilities with a few tricks up its sleeve.

This will open the Check Spelling dialog box. The Check Spelling dialog box scans the entire document and lists all the potential corrections for a wrongly spelled word. You can either explore the corrections or skip the word or if you know it to be correct, you can add the word to the dictionary. InDesign also has a feature called Dynamic Spelling, which shows all the misspelt words as you type. You can enable this by going to the Edit menu and selecting Dynamic Spelling.

Sometimes, you might need to use words from a different language to enhance the vocabulary, which InDesign might interpret as a mistake. For example, something like Merci, which means thanks in French. Fortunately, you can tell InDesign that this is a different language by first selecting the word, then going to the Control Panel on the top and selecting the desired language.

You can find and change literally anything — even obscure stuff such as finding multiple spaces and converting them to a single space or even changing frames from one type to the other.

The most important part of this dialog box is defining the search criteria, which is highlighted in yellow. You can confine your search using these options to locked layers, hidden objects, footnotes, or even master pages. You can also limit your search to case sensitive words or search only for specific words. GREP in itself, requires a separate tutorial but in short, GREP is a standard for finding patterns in text and is derived from a UNIX command line utility called grep which stands for globally search a regular expression and print.

InDesign makes it easy to use GREP to find expression patterns in text such as special characters or spaces or simply to apply character styles. In this example, we want to find all dashes within the text and convert them into endashes. An en-dash is slightly longer than a hyphen but shorter than an em-dash.

It is not possible to type an en-dash using a regular computer keyboard as it is a special character. Most word processors convert a double hyphen into an em-dash but not an endash.

Now just press the Change All button. In this case, InDesign has scanned the entire document and made 31 replacements, i.

This can be very useful when working with large bodies of text where it is practically impossible to scan each and every line of text to make changes. Of course, you can copy paste between image programs and InDesign but it is better to use the Place function instead, which offers more flexibility.

Go to the Place command in the File menu and select the image or images you want. Then click anywhere inside the document where you want to insert the image or drag the frame to insert the image within the frame dimensions. Note, that the aspect ratio is maintained while dragging the frame.

You can directly drop an image into a frame, like a shape frame, if you already have one in the document. You can also select multiple images and cycle through them. Selecting multiple images can be especially useful if you want to stack them up vertically or horizontally. Select the required number of images and click Open in the Place dialog box to see the Place cursor. Now, while holding down the left mouse button, draw a frame and press the Up Arrow key to create a vertical stack or the Right Arrow key to create a column.

You can keep doing this till you are able to accommodate all your objects together. When you leave the mouse button, the images will be stacked in the columns you have chosen. What does that mean? Whenever you import or place an image or object into InDesign, you are not actually placing the entire object or image but only a reference to it. InDesign assumes that the original image or object is located separately on the disk.

In most cases, you can just press Update Links and InDesign will update any references of the modified links provided you have them. It cannot however update the missing links — that has to be done by ourselves. However, if you want to know which are the exact objects that have gone missing or modified, you need to use the Links panel. These are seen collapsed under a single link which when expanded, shows us the modified links the ones with an exclamation mark in a yellow triangle icon and the corresponding page numbers.

Clicking on the page numbers directly takes us to the link that is modified. The Links panel has functions to relink the files or create new ones. It also shows information about the link such as the resolution, ICC profile, size, etc.

InDesign gives you two options to edit your images — Edit original and Edit with, both available in the Edit menu. This enables a lot of flexibility when it comes to editing images. When you choose Edit original, InDesign opens the image in an image editor. Just make the required changes, save and close the image editor and the changes will instantly reflect in your document because it is linked.

No need to even relink the images. Now, InDesign does not know that you have an editor such as Photoshop or Illustrator installed. It merely relies on the file associations defined in your OS. Therefore, the Edit original does not always open the right program, which is why we have Edit with. Edit with enables you to select the editing program of your choice.

Simply, open the file, save the changes and close it. InDesign offers tools to ensure that you are able to fit the images exactly within the frames you want. To do this, go to the Objects menu and then to the Fitting submenu.

You will see that there are a few fitting options for you. The Fill Frame Proportionally command adjusts the image in the frame so that it fills the frame completely.

However, this can result in some of the image being cropped off as shown in the following example. Fit Frame to Content changes the frame size with respect to the size of the image. Fit Content to Frame scales the image to fit in the frame.

However, use this only when needed as the scaling can be disproportionate. Centre Content centers the image within the frame. There are two ways to get the separate image or the alpha channel from the background and for both of these, we need to switch over to Photoshop. One of the ways is to use the Clipping tool in Photoshop to draw a path around the object we want to isolate from the background. This method, although useful, can result in sharp edges and might not look professional especially when the clipped image is inserted into the document.

Hence, we will focus on the other way which is to isolate the alpha layer from within Photoshop to get a better anti-aliased object that blends with the document. In this example, let us say that you want to isolate the bird from the background. Place the image into InDesign and go to the Edit menu and select Edit with and in the submenu, choose Adobe Photoshop.

You can also choose any other image editor you are accustomed to, if it shows up in the Edit with menu. In this case, the selection of the bird has been made using the Magnetic Lasso tool you can also use the Pen tool if you need more precise cut outs and loaded the selected part of the image as a new Alpha channel called Alpha1. Next, go the Layers tab and click on Add layer mask icon to create a layer mask with the transparency be sure to unlock the layer if its locked.

Save the image and return to InDesign to see the changes happen automatically. Since the image is linked, any change that you do in Photoshop will reflect automatically in InDesign. If you zoom into the image, you will find less of sharp edges and a much more refined outline. You can now fit the image into the frame by applying the image fitting commands discussed in the previous chapter. QR codes are being increasingly used to condense all information into a single image.

QR codes can be read by smartphone cameras and a QR reader app. InDesign allows for creation of QR codes to contain virtually any information. It is most useful if you have contact details for a brochure and want to insert a QR code so that smartphone users can easily lookup your information without having to enter it.

This will open a dialog box where you can enter the information you want to generate a code. It can be a website, plain text, email message or even a business card. You can also change the color of the code to your liking. When you click OK, you will get a cursor similar to placing an image frame. Just drag it to the desired size to insert the code. You can also place QR codes in existing frames. Selection Tools There are two types of selection tools in InDesign.

The commonly used Selection tool black arrow selection tool and the Direct Selection tool. You will notice that the selection shows some frames in red and some in blue and even green.

These indicate that these frames are in different layers which you will notice if you have the Layers panel open. The Direct Selection tool allows you to select a single point on a path and move just one point. In the following example, just the vertex of the lower right of the frame has been dragged while keeping the other points intact.

The contents of the frame reflow automatically. Let us discuss fill first. Let us say that you would like to change the background color of the object. First, make sure the object is selected. Go to the Control Panel on the top and click the arrow next to the Fill function. The button directly below Fill is the Stroke. You can select the available colors from here or create your own custom color value using RGB, CMYK, or any of the many available color profiles.

Say, you want to apply a Red swatch. Select it from the menu to see the change. Let us make it black for this example. We see that the borders of the image have now become black. Of course, you can select or define any color you like and also customize the thickness of the border. However, there are a few caveats to keep in mind. The image should be saved in grayscale with no transparency.

Import any image using the Place command and either draw a frame or insert it into an existing frame. You should double-click within the frame to select the image, otherwise whatever color you choose will apply to the frame but not to the image itself. Then go to the Swatches panel, make sure the foreground fill is selected and select the desired color to be applied. You can also reduce or increase the intensity of the color by adjusting the Tint value in the Swatches panel.

You can add transparency to images, text, or any other object. You can even change the transparencies of the fill and stroke. Select the object that you want to apply the transparency effect to.

Remember to click inside the frame if you want to apply the effect to the image or text. Otherwise, the effect will be applied to the frame. Now, go to the Effects panel and adjust the opacity value to get the desired effect.

If the selected object is text, you can also experiment with different blending modes. However, care must be taken not to overuse them else, the document can look too gaudy. There are two ways to implement drop shadows in InDesign. Just go to the Control Panel and click the Drop Shadow icon. This will instantly create a drop shadow for the object under selection. You will see that a drop shadow has been applied to the image.

If you notice carefully, there is a fx written beside the object in the Effects panel circled in red. You can double-click the fx icon to gain more control over the drop shadow which we will see next. Hovering over the fx icon gives a tooltip that tells you the effect applied to the object. Here, you can change various parameters such as the spread, angle, and offset of the shadow. You can also add a custom color to the shadow. For this example, we will look at some text effects such as Bevel and Emboss.

Remember that you however cannot apply effects to individual letters in the text but only to the entire text frame. In this example, we see that the Bevel and Emboss function creates a beveling effect to the text. Like any other effect, you can adjust the intensity, angle, offset, and other parameters. You can also apply multiple effects to the same object. Select the Eyedropper tool from the toolbar and click any formatting or style that you want.

You will notice that the Eyedropper which showed an empty icon, now shows a partially filled one. You can now take this partially filled Eyedropper and apply it on to any text or image. You can also customize what styles the eyedropper should copy by double-clicking the Eyedropper icon in the toolbar.

This opens a dialog box where you can select which properties of the item to eyedrop and which ones to exclude. The same can be applied to objects.

For example, you can find an object with specific features such as fill or stroke and change all objects matching this criterion to properties that you wish to change to. You can specify the criteria that you want to find within this box such fill, stroke, weight of the stroke, etc.

Here, you will need to specify the resulting criteria. This feature is much more efficient than the Eyedropper tool, especially if you are working on a large document. This specific program is classified in the Graphics category where you can find some other similar courses.

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