InDesign CS5 For Dummies
By Galen Gruman
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About this ebook
As the industry standard in professional layout and design, InDesign delivers powerful publishing solutions for magazine, newspaper, and other publishing fields. This introductory book is an easy-to-understand reference for anyone migrating from another software application or those with little-to-no desktop publishing experience. You’ll explore InDesign basics and examine the enhancements to InDesign CS5, while you also discover how pages work, build templates, create frames and shapes, manage styles, and much more.
- InDesign is proving to be an increasingly popular layout and design application; InDesign CS5 includes new functionality and enhanced tools
- Teaches all the basics for first-time users, including how to open and save your work, arrange objects, work with color, edit text, manage styles, finesse character details, add special type, import and size graphics, set paths, work with tabs, create indices, and more
- Demonstrates how to calibrate colors, export PDF files, fine-tune paragraph details, create frames and shapes, manipulate objects, and work with automated text
InDesign CS5 For Dummies offers a straightforward but fun approach to discovering how to get the most from your desktop publishing experience when using InDesign.
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InDesign CS5 For Dummies - Galen Gruman
Introduction
What is Adobe InDesign, and what can it do for you? In its more than a decade in existence, InDesign has become the most powerful publishing application, one that lets you work the way you want to work. You can use InDesign as a free-form but manual approach to layout, or as a structured but easily revised approach. The fact that you can choose which way to work is important for both novice and experienced users because there is no single, correct way to lay out pages. Sometimes (for example, if your project is a one-time publication, such as an ad), creating a layout from scratch — almost as if you were doing it by hand on paper — is the best approach. And sometimes using a highly formatted template that you can modify as needed is the way to go. You don’t need to reinvent the wheel for documents that have a structured and repeatable format, such as books and magazines.
InDesign can handle sophisticated tasks, such as glossy magazines and high-impact ads, but its structured approach to publishing also makes it a good choice for newspapers, newsletters, and books. InDesign is also a good choice for corporate publishing tasks, such as proposals and annual reports. In all cases, you can design for printing on paper or electronic distribution as Adobe Acrobat Portable Document Format (PDF) files. Plug-in software from other vendors adds extra capabilities.
Plus, you can use InDesign for interactive PDF and Flash documents that can play movies and sounds, and let users click buttons to invoke actions such as changing pages, opening files, and animating objects on the page either automatically or in response to user actions. You can also use InDesign as a starting point to create Web pages, though you’ll more likely use its Web-export capabilities to convert your print documents into files that you can refine in your favorite Web editor. This support for electronic media and distribution is the new frontier for publishing, and Adobe is provisioning the first wave of settlers.
About This Book
After you get the hang of it, InDesign is quite easy to use. At the same time, it’s a powerful publishing program with a strong following among the ranks of professional publishers — and the latest InDesign CS5 version is certain to reinforce that position given its many refinements, including its newfound animation capabilities and other features that make working with objects easier. Part of its success is due to the fact that its interface is like that of its sister applications, Adobe Illustrator and Adobe Photoshop, which are also components of the Adobe Creative Suite.
If you’re new to InDesign, welcome! I hope you find the information in these pages exactly what you need as you get started.
Foolish Assumptions
Although this book has information that any level of layout artist or production editor needs to know to use InDesign, this book is primarily for those of you who are fairly new to the field, or who are just becoming familiar with the program. I try to take the mystery out of InDesign and give you guidance on how to create a bunch of different types of documents.
I don’t assume that you’ve ever used InDesign (or any publishing program). But I do assume that you have a basic knowledge of Macintosh or Windows — enough to work with files and applications. And I assume that you have basic familiarity with layout design, such as knowing what pages, margins, and fonts are. But I don’t expect you to be an expert in any of these areas —nor do you have to be!
How This Book Is Organized
This book contains eight parts. I also include some bonus content on the InDesignCentral Web site (www.InDesignCentral.com).
Part I: Before You Begin
Designing a document is a combination of science and art. The science is in setting up the structure of the page: How many places will hold text, and how many will hold graphics? How wide will the margins be? Where will the page numbers appear? You get the idea. The art is in coming up with creative ways of filling the structure to please your eyes and the eyes of the people who will be looking at your document.
In this part, I tell you how to navigate your way around InDesign using the program’s menus, dialog boxes, panels, and panes. I also explain how to customize the preferences to your needs.
Part II: Document Essentials
Good publishing technique is about more than just getting the words down on paper. It’s also about opening, saving, adding, deleting, numbering, and setting layout guidelines for documents. This part shows you how to do all that and a lot more, including tips on setting up master pages that you can use over and over again. You also find out how to create color swatches for easy reuse in your documents.
Part III: Object Essentials
This part of the book shows you how to work with objects: the lines, text frames, graphics frames, and other odds and ends that make up a publication. If you’ve used previous versions of InDesign, pay extra attention to the CS5 version’s (good) changes in how to select objects and do things like rotate them. You also discover how to apply some really neat special effects to them.
Part IV: Text Essentials
When you think about it, text is a big deal when it comes to publishing documents. After all, how many people would want to read a book with nothing but pictures? In this part, I show you how to create and manipulate text, in more ways than you can even imagine.
Part V: Graphics Essentials
Very few people would want to read a book with nothing but text, so this part is where I show you how to handle graphics in InDesign — both importing them from the outside and creating your own within InDesign.
Part VI: Getting Down to Business
InDesign is really good at handling the many kinds of documents that tend to be used in businesses, such as manuals, annual reports, and catalogs. This part shows you how to create tables, handle footnotes, create indexes, manage page numbering across multiple chapters in a book, and use text variables and cross-references to make InDesign update text as needed based on the document’s current context.
Part VII: Printing, Presentation, and Web Essentials
Publishing is no longer about just the printed page. Now you can create PDF files, Web pages, and Flash files from InDesign — and each supports different kinds of interactive capabilities and media files. This part starts with the skinny on how to set up your output files, manage color, and work with service bureaus. Then it explains how to use hyperlinks in your document for both Web and PDF pages. Finally, it explains InDesign’s interactive push-button, page transition effects, and animation capabilities that bring page layout into new dimensions, and then shows you how to export these interactive files to PDF and Flash formats.
Part VIII: The Part of Tens
This part of the book is like the chips in the chocolate chip cookies; you can eat the cookies without them, but you’d be missing a really good part. It’s a part that shows you some important resources that can help you make the most of InDesign, as well as highlights what I think are the best of InDesign’s new features.
Conventions Used in This Book
This book covers InDesign on both Macintosh and Windows. Because the application is almost identical on both platforms, I point out platform-specific information only when it’s different — and that’s very rare. I’ve used Macintosh screen shots throughout; Windows screen shots are usually identical, except for the dialog boxes to open, save, and export files — these are arranged differently on Macs and PCs (for all programs, not just InDesign), but the relevant options to InDesign are the same. If you’re a Windows user, a quick look at Adobe’s documentation, which shows Windows screens, can show you how the interfaces are nearly identical. So don’t worry about them.
Here are some other conventions used in this book:
Menu commands: They’re listed like this: Window⇒Pages. That means go to the Window menu and choose the Pages option from it. In almost every case, the menu command sequences are the same for Mac and Windows users; in very few cases, they differ (such as the Preferences menu option and the Configure Plug-ins menu option), so I note these differences where they exist by putting the Mac menu sequence first and then the Windows one.
Key combinations: If you’re supposed to press several keys together, I indicate that by placing a plus sign (+) between them. Thus, Shift+Ô+A means press and hold the Shift and Ô keys and then press A. After you’ve pressed the A key, let go of all the keys. I also use the plus sign to join keys to mouse movements. For example, Alt+drag means to hold the Alt key when dragging the mouse.
Note that the Macintosh sequence comes first, followed by the Windows equivalent.
Pointer: The small graphic icon that moves on the screen as you move your mouse is a pointer (also called a cursor when you’re working with text). The pointer takes on different shapes depending on the tool you select, the current location of the mouse, and the function you are performing.
Click: This means to quickly press and release the mouse button once. Many Mac mice have only one button, but some have two or more. All PC mice have at least two buttons. If you have a multibutton mouse, click the leftmost button when I say to click the mouse.
Double-click: This tells you to quickly press and release the mouse button twice. On some multibutton mice, one of the buttons can function as a double-click. (You click it once, but the computer acts as if you clicked twice.) If your mouse has this feature, use it; it saves strain on your hand.
Right-click: A feature first implemented on Windows, but present on Macs since the late 1990s, this means to click the right-hand mouse button. If your Mac has only one button, hold the Control key when clicking the mouse button to do the equivalent of right-clicking in programs that support it. Mac OS X automatically assigns the right-hand button on a multibutton mouse to the Control+click combination; if your mouse came with its own system preference, you can often further customize the button actions.
Dragging: Dragging is used for moving and sizing items in an InDesign document. To drag an item, position the mouse pointer on the item, press and hold down the mouse button, and then slide the mouse across a flat surface.
Icons Used in This Book
So that you can pick out parts that you really need to pay attention to (or, depending on your taste, to avoid), I use some symbols, or icons, in this book.
newfeature_cs5.eps When you see this icon, it means I am pointing out a feature that’s new to InDesign CS5.
tip.eps If you see this icon, it means that I’m mentioning some really nifty point or idea that you may want to keep in mind as you use the program.
remember.eps This icon lets you know something you’ll want to keep in mind. If you forget it later, that’s fine; but if you remember it, it will make your InDesign life a little easier.
warning_bomb.eps Even if you skip all the other icons, pay attention to this one. Why? Because ignoring it can cause something really, really bad or embarrassing to happen, like when you were sitting in your second-grade classroom waiting for the teacher to call on you to answer a question, and you noticed that you still had your pajama shirt on. I don’t want that to happen to you!
technicalstuff.eps This icon tells you that I am about to pontificate on some remote technical bit of information that may help explain a feature in InDesign. The technical info will definitely make you sound impressive if you memorize it and recite it to your friends.
What You’re Not to Read
technicalstuff.eps If you see any text in this book that has this icon next to it, feel free to skip right over to the next paragraph. This icon alerts you to geeky information that you don’t need to know to use InDesign. I just couldn’t help giving you a little extra-credit information in case you were a budding geek like me.
Where to Go from Here
If you’re a complete beginner, I suggest you read the book’s parts in the order I present them. If you haven’t used InDesign before but you have used other layout programs, do read Part I first to get in the InDesign frame of mind, and then explore other parts in any order you want. If you have used InDesign before, peruse them in any order you want, to see what’s changed.
As you gain comfort with InDesign, you’ll be surprised how much you can do with it. And when you’re ready to discover more, take advantage of the wealth of resources out there to go the next level. The InDesignCentral Web site (www.InDesignCentral.com) can help you do that.
Part I
Before You Begin
614495-pp0101.epsIn this part . . .
You have your copy of InDesign, and you’d like some basic information on how to get started, right? Well, you’ve come to the right place. This part helps you sail smoothly through InDesign and gives you a general idea of what InDesign can do. I explain the layout approaches you can take, as well as how to set up InDesign to work the way you work.
Along the way, you find out how to navigate the plethora of panels, menus, tools, and shortcuts that can seem overwhelming at first, but which soon become second nature as you gain experience using the program. Welcome aboard!
Chapter 1
Understanding InDesign Ingredients
In This Chapter
Getting acquainted with the InDesign approach
Figuring out global versus local control
Exploring the document window
Surveying the top tools
Becoming familiar with tools and panels
Discovering what’s in the menus
Starting to use a new software application is not unlike meeting a new friend for the first time. You take a long look at the person, maybe ask a few questions, and begin the process of becoming acquainted. (If you’re not new to InDesign but are new to the CS5 version, it’s like seeing a friend you haven’t seen in a while — you observe any changes and catch up on what’s happened in the meantime.)
Just as it’s worthwhile to find out the likes and dislikes of a new friend, it’s also worth your time to wrap your head around InDesign’s unique style and approaches. When you do so, you’ll find it much easier to start using InDesign to get work done.
This chapter explains where to look in InDesign for the features and capabilities you need to master. (For a quick look at what’s new to version CS5, check out Chapter 26.) I introduce you to the process that InDesign assumes you use when laying out documents, describe the unique interface elements in the document window, survey the most commonly used tools, and explain how InDesign packages much of its functionality through an interface element called a panel.
Understanding Global and Local Control
The power of desktop publishing in general, and InDesign in particular, is that it lets you automate time-consuming layout and typesetting tasks while at the same time letting you customize each step of the process according to your needs.
What does that mean in practice? That you can use global controls to establish general settings for layout elements, and then use local controls to modify those elements to meet specific requirements. The key to using global and local tools effectively is to know when each is appropriate.
Global tools include
General preferences and application preferences (see Chapter 2)
Master pages and libraries (see Chapter 5)
Character and paragraph styles (see Chapter 13)
Table and cell styles (see Chapter 18)
Object styles (see Chapter 9)
Sections and page numbers (see Chapter 4)
Color definitions (see Chapter 6)
Hyphenation and justification (see Chapter 14)
Styles and master pages are the two main global settings that you can expect to override locally throughout a document. You shouldn’t be surprised to make such changes often because although the layout and typographic functions that styles and master pages automate are the fundamental components of any document’s look, they don’t always work for all the specific content within a publication. (If they did, who’d need human designers?!)
Local tools include
Frame tools (see Part III, as well as Chapter 16)
Character and paragraph tools (see Chapters 14 and 15)
Graphics tools (see Part V)
Keep your bearings straight
A powerful but confusing capability in InDesign is something called a control point. InDesign lets you work with objects from nine different reference points — any of the four corners, the middle of any of the four sides, or the center — such as when positioning the object precisely or rotating the object. You choose the active reference point, or control point, in the Control panel or Transform panel, using the grid of nine points arranged in a square.
By default, InDesign uses the central reference point as the control point, which is great for rotating an object, but can lead to confusion when you enter in the X and Y coordinates to place it precisely. That’s because most people use the upper-left corner of an object when specifying its coordinates, not the center of the object. Be sure to change the control point to the upper-left reference point whenever entering X and Y coordinates in the Control or Transform panels.
How do you change the control point? That’s easy: Just click the desired reference point in that preview grid. The control point will be black, whereas the other reference points will be white.
Choosing the right tools for the job
Depending on what you’re trying to do with InDesign at any given moment, you may or may not immediately know which tool to use. If, for example, you maintain fairly precise layout standards throughout a document, using master pages is the way to keep your work in order. Using styles is the best solution if you want to apply standard character and paragraph formatting throughout a document. When you work with one-of-a-kind documents, on the other hand, designing master pages and styles doesn’t make much sense — it’s easier just to format elements as you create them.
For example, you can create drop caps (large initial letters set into a paragraph of type, such as the drop cap that starts each chapter in this book) as a character option in the Character panel, or you can create a paragraph style (formatting that you can apply to whole paragraphs, ensuring that the same formatting is applied each time) that contains the drop-cap settings and then apply that style to the paragraph containing the drop cap. Which method you choose depends on the complexity of your document and how often you need to perform the action. The more often you find yourself taking a set of steps, the more often you should use a global tool (like character and paragraph styles) to accomplish the task.
Fortunately, you don’t need to choose between global and local tools while you’re in the middle of designing a document. You can always create styles from existing local formatting later. You can also add elements to a master page if you start to notice that you need them to appear on every page.
Specifying measurement values
Another situation in which you can choose between local or global controls is specifying measurement values. Regardless of the default measurement unit you set (that is, the measurement unit that appears in all dialog boxes and panels), you can use any unit when entering measurements in an InDesign dialog box. For example, if the default measurement is picas, but you’re new to publishing and are more comfortable working in inches, go ahead and enter measurements in inches.
InDesign accepts any of the following codes for measurement units. (Chap-ter 2 explains how to change the default measurements.) Note that the x in the following items indicates where you specify the value, such as 2i for 2 inches. It doesn’t matter whether you put a space between the value and the code: Typing 2inch and typing 2 inch are the same as far as InDesign is concerned:
xi or x inch or x" (for inches)
xp (for picas)
xpt or 0px (for points)
xpx (for pixels)
xc (for ciceros, a European newspaper measurement)
xag (for agates, an American newspaper measurement)
xcm (for centimeters)
xmm (for millimeters)
What to do when you make a mistake
InDesign is a very forgiving program. If you make a mistake, change your mind, or work yourself into a complete mess, you don’t have to remain in your predicament or save your work. InDesign offers several escape routes. You can
Undo your last action by choosing Edit⇒Undo (Ô+Z or Ctrl+Z). (You can’t undo some actions, particularly actions such as scrolling that don’t affect any items or the underlying document structure.) You can undo multiple actions in the reverse order in which they were done by repeatedly choosing Edit⇒Undo (Ô+Z or Ctrl+Z); each time you undo, the preceding action is undone.
Redo an action you’ve undone by choosing Edit⇒Redo (Shift+Ô+Z or Ctrl+Shift+Z). Alternatively, choosing Undo and Redo is a handy way of seeing a before/after view of a particular change. As with an undo action, you can redo multiple undone actions in the reverse of the order in which they were undone.
newfeature_cs5.eps InDesign CS5 adds the capability to specify measurements in pixels, as part of its newfound capability to create Web-intent
documents in addition to the traditional print-intent
ones, as Chapter 3 explains.
tip.eps You can enter fractional picas in two ways: in decimal format (as in 8.5p) and in picas and points (as in 8p6). Either of these settings results in a measurement of 81//2 picas. (A pica contains 12 points.)
Discovering the Document Window
In InDesign, you spend lots of time working in document windows — the containers
for your documents. Each document, regardless of its size, is contained within its own document window.
The best way to get familiar with the InDesign document window is by opening a blank document. Simply choosing File⇒New⇒Document (Ô+N or Ctrl+N) and clicking OK opens a new document window. Don’t worry about the settings for now — just explore.
Figure 1-1 shows all the standard elements of a new document window. I won’t bore you by covering interface elements that are standard to all programs. Instead, the rest of this section focuses on InDesign-specific elements.
Rulers
Document windows display a horizontal ruler across the top and a vertical ruler down the left side. As shown in Figure 1-1, the horizontal ruler measures from the top-left corner of the page across the entire spread, and the vertical ruler measures from the top to the bottom of the current page. These rulers are handy for judging the size and placement of objects on a page. Even experienced designers often use the rulers while they experiment with a design.
Both rulers display increments in picas unless you change the measurement system for each ruler in the Units & Increments pane of the Preferences dialog box. Choose InDesign⇒Preferences⇒Units & Increments (Ô+K) or Edit⇒Preferences⇒Units & Increments (Ctrl+K) to open the Preferences dialog box. Your choices include inches, picas, points, pixels, decimal inches, ciceros, agates, millimeters, and centimeters.
Figure 1-1: The document window is where you work on documents. Bottom: The Windows 7 version differs in its Close, Minimize, and Restore/Maximize controls.
614495-fg0101.epstip.eps If you change the ruler measurement system when no documents are open, the rulers in all new documents will use the measurement system you selected. If a document is open when you make the change, the rulers are changed only in that document.
technicalstuff.eps You can also create your own measurement system by choosing Custom. Most people should ignore this option, but sometimes it can make sense, such as setting the ruler to match the line spacing, so that you can measure number of lines in your ruler.
If your computer has a small monitor and the rulers start to get in your way, you can hide them by choosing View⇒Hide Rulers (Ô+R or Ctrl+R). Get them back by choosing View⇒Show Rulers (Ô+R or Ctrl+R).
Zero point
The point where the rulers intersect in the upper-left corner of the page is called the zero point. (Some people call it the ruler origin.) The zero point is the starting place for all horizontal and vertical measurements.
If you need to place items in relation to another spot on the page (for example, from the center of a spread rather than from the left-hand page), you can move the zero point by clicking and dragging it to a new location. Notice that the X: and Y: values in the Control panel update as you drag the zero point so that you can place it precisely.
If you change the zero point, it changes for all pages or spreads in the document. You can reset the zero point to the upper-left corner of the left-most page by double-clicking the intersection of the rulers in the upper-left corner.
technicalstuff.eps If you move the zero point, all the objects on the page display new X: and Y: values even though they haven’t actually moved. Objects above or to the left of the zero point will show negative X: and Y: values, and the X: and Y: values of other objects will not relate to their actual position on the page or spread.
You can lock the zero point, making it more difficult to accidentally change it. Control+click (Mac) or right-click (Windows) the ruler origin and choose Lock Zero Point from the menu that appears. (The Unlock Zero Point command is right there as well, so you can just as easily unlock it.) Locking the zero point is a good idea because it will remind anyone working on your document that you prefer that they not fiddle with the zero point.
Pasteboard
The white area that surrounds the page is called the pasteboard. It’s a workspace for temporarily storing objects. The pasteboard above and below each page or spread is an inch deep. The pasteboard at both left and right of a page or spread is just as wide as the page. For example, a spread composed of two 8-inch-wide pages has 8 inches of pasteboard to the left and 8 inches of pasteboard to the right, plus 1 inch of pasteboard above and 1 inch below.
newfeature_cs5.eps You can set your own preferred height and width of the pasteboard. To do so, open the Guides & Pasteboard pane of the Preferences dialog box and choose a new value for the Horizontal Margins and/or Vertical Margins field. (Choose InDesign⇒Preferences⇒Guides & Pasteboard [Ô+K] or Edit⇒Preferences⇒Guides & Pasteboard [Ctrl+K] to open the Preferences dialog box.)
Application frame and bar
With the application frame, Mac users can put all the InDesign elements in their own container so that they don’t float freely and other applications don’t peek through. You show the application frame by choosing Window⇒Application Frame — doing so makes InDesign for Mac behave like InDesign for Windows. (By default, the application frame is turned off in InDesign for Mac.)
Conversely, Windows users can choose Window⇒Application Frame to hide the application frame so that InDesign for Windows looks like InDesign for Mac. (By default, the application frame is turned on in InDesign for Windows.)
remember.eps The Application Frame menu command is a toggle, hiding the application frame if it’s visible and showing it if it’s hidden. You see a check mark next to the menu option if the application frame is visible. (InDesign uses the same toggling indicator in other menus.)
Above the Control panel is the application bar, which offers easy access to other Adobe applications, such as Bridge, and access to controls over various view options. It appears by default if the application frame is enabled. When the application frame is hidden, you can show or hide the application bar by choosing Window⇒Application Bar.
The application bar has several handy elements. From left to right:
The first element is the set of quick-access buttons to Bridge and other Adobe software.
The second element is the Zoom Level field and pop-up menu.
The third element is the View Options pop-up menu, which lets you hide and show frames boundaries, hidden characters, grids, and other such visual aids from one handy location. These options previously existed but only in a variety of scattered menu options (where they also remain).
The fourth element, the Screen Mode pop-up menu, duplicates the Screen Mode feature at the bottom of the Tools panel (explained later in this chapter).
The fifth element, the Arrange Documents pop-up menu, gives you fast access to InDesign’s controls over how document windows are arranged (covered later in this chapter).
The sixth element, the Workspaces pop-up menu, gives you quick access to the workspaces you’ve defined (as described in the Working with Panels, Docks, and Workspaces
section, later in this chapter).
The seventh element is the Adobe Community Search menu, which you can use to find help from the Adobe community forums on the Web.
newfeature_cs5.eps At the far right is the new Access CS Live button, which opens up Adobe’s extra-cost subscription services such as multiuser screen sharing and multiuser design review in your browser.
Pages and guides
Pages, which you can see on-screen surrounded by black outlines, reflect the page size you set up in the New Document dialog box (File⇒New⇒Document [Ô+N or Ctrl+N]). If in your document window it looks like two or more pages are touching, you’re looking at a spread.
InDesign uses nonprinting guides, lines that show you the position of margins and that help you position objects on the page. Margins are the spaces at the outside of the page, whereas columns are vertical spaces where text is supposed to go by default. Magenta lines across the top and bottom of each page show the document’s top and bottom margins. Violet lines show left and right columns (for single-page documents) or inside and outside columns (for spreads).
You can change the location of margin and column guides by choosing Layout⇒Margins and Columns. You can create additional guides — such as to help you visually align objects — by holding down your mouse button on the horizontal or vertical ruler and then dragging a guide into the position you want.
Page controls
If you feel like flipping through pages of the document you’re creating, InDesign makes it easy with page-turning buttons and the Page field and pop-up menu. Controls for entering prefixes for the page numbers of sections, and for indicating absolute page numbers in a document that contains multiple sections, are also handy. (An absolute page number indicates a page’s position in the document, such as +1 for the first page, +2 for the second page, and so on.)
At the bottom left of the document window is a combined Page page-number field and pop-up menu encased by two sets of arrows. These arrows are page-turning buttons that take you to, from left to right, the first page, the preceding page, the next page, and the last page. Just click an arrow to get where you want to go.
You can also jump directly to a specific document page or master page in several ways:
Highlight the current number in the page number field (by selecting it with your cursor), enter a new page number or master-page name, and press Return or Enter.
Use the Go to Page dialog box (Ô+J or Ctrl+J), enter a new page number or a master-page name, and press Return or Enter.
Choose the desired page from the Page pop-up menu.
You can also use the Pages panel to navigate your document, as Chap-ter 4 explains.
Opening Multiple Document Windows
If you like to work on more than one project at once, you’ve come to the right program. InDesign lets you open several documents at once. It also lets you open multiple windows simultaneously for individual documents. A large monitor (or having multiple monitors connected) makes this multiwindow feature even more useful. By opening multiple windows, you can
Display two (or more) different pages or spreads at once. You still have to work on the documents one at a time, but no navigation is required — you have only to click within the appropriate window.
Display multiple magnifications of the same page. For example, you can work on a detail at high magnification in one window and display the entire page — and see the results of your detail work — at actual size in another window.
Display a master page in one window and a document page based on that master page in another window. When you change the master page, the change is reflected in the window in which the associated document page is displayed.
Document windows are by default accessed through a set of tabs below the Control panel, though as I explain later, you can also work with them as a series of free-floating windows.
When multiple windows are open, you activate a window by clicking on a window’s title tab or anywhere within its window. Also, the names of all open documents are displayed at the bottom of the Window menu. Choosing a document name from the Window menu brings that document to the front. If multiple windows are open for a particular document, each window is displayed (they’re displayed in the order in which you created them) in the Window menu.
To show multiple windows on-screen at once, first make them free-floating by choosing Window⇒Float All in Window. Then choose either
Window⇒Arrange⇒Tile
When you choose the Tile command, all open windows are resized and displayed side by side.
Window⇒Arrange⇒Cascade
When you choose the Cascade command, the windows overlap each other so that each title bar is visible.
You can also use one of the window-layout options in the Arrange Documents pop-up menu’s options in the application bar. How they display will depend on the option you chose.
To put all these windows back into their regular tabs so that only one document window is visible on-screen at a time, choose Window⇒Arrange⇒Consolidate All Windows or choose the Consolidate All Windows option (the single-window icon) in the Arrange Documents pop-up menu in the application bar.
tip.eps To close all windows for the currently displayed document, press Shift+Ô+W or Ctrl+Shift+W. To close all windows for all open documents, press Option+Shift+Ô+W or Ctrl+Alt+Shift+W.
Not only do you get separate document windows for each open document, but you can also create multiple windows for an individual document so that you can see different parts of it at the same time. To open a new window for the active document, choose Window⇒Arrange⇒New Window (or use the New Window option in the new Arrange Documents pop-up menu in the application bar). The new window is displayed in its own tab or free-floating window, depending on whether you’ve enabled Open Documents as Tabs in the Interface pane of the Preferences dialog box (InDesign⇒Preferences⇒Interface [Ô+K] or Edit⇒Preferences⇒Interface [Ctrl+K]).
remember.eps You can tell that a document window shows a different view of an existing document by looking at the name of the document in the window’s title. At the end of the document name will be a colon (:) followed by a number. Newsletter.indd:1 would be the document’s first window, Newsletter.indd:2 would be its second window, and so on.
Tooling around the Tools Panel
You can move the InDesign Tools panel (see Figure 1-2) — the control center for 32 of InDesign’s 33 tools, as well as for 13 additional functions — by clicking and dragging it into position. The Tools panel usually appears to the left of a document.
remember.eps The one tool not directly accessible from the Tools panel is the Marker tool. But you can switch to it from the Eyedropper tool by holding Option or Alt. (Chapter 6 explains its use.)
tip.eps To discover each tool’s official
name, hover the mouse pointer over a tool for a few seconds, and a tool tip will appear (see Figure 1-2), telling you the name of that tool. If the tool tips don’t display, make sure that the Tool Tips pop-up menu is set to Normal or Fast in the Interface pane of the Preferences dialog box (choose InDesign⇒Preferences⇒Interface [Ô+K] or Edit⇒Preferences⇒Interface [Ctrl+K]).
Tools panel includes tools for creating and manipulating the objects that make up your designs. The tools in the Tools panel are similar to those in other Adobe products (such as Photoshop, Illustrator, and Dreamweaver).
You don’t need to worry about all the tools, so in the text that follows I highlight just those that you’ll need to know to start using InDesign. You’ll likely come across the other tools as you work on specific tasks, so I cover those tools in the chapters that introduce those functions.
The small arrow in the lower-right corner of some tools is a pop-out menu indicator. A tool that displays this arrow is hiding one or more similar tools. To access these hidden
tools, click and hold a tool that has the pop-out menu indicator, as shown in Figure 1-2. You can also Control+click or right-click a tool to see the hidden
tools. When the pop-out displays, click one of the new tools.
newfeature_cs5.eps InDesign adds two tools: the Page tool (see Chapter 4) and the Gap tool (see Chapter 10). It drops the Position tool. Also, you can get more detail on any tool and how to use it by going to the new Tool Hints panel (choose Window⇒Utilities⇒Tool Hints); it shows options for whatever tool you then select.
Figure 1-2: The InDesign Tools panel (left) and its pop-out tools (center). Hover the mouse over a tool to see its name (right).
614495-fg0102.epsUsing the Selection tools
To work with objects, you have to select them. InDesign provides two tools to do that, letting you select different aspects of objects.
Selection tool
The Selection tool is perhaps the most-used tool in InDesign. With the Selection tool, you can select objects on the page and move or resize them. You may want to think of this tool as the Mover tool because it’s the only tool that lets you drag objects around on-screen.
After you’ve selected the Selection tool, here’s how it works:
To select any object on a document page, click it. If you can’t seem to select it, the object might be placed by a master page (a preformatted page used to format pages automatically), or the object might be behind another object.
To select an object placed by a master page, press Shift+Ô or Ctrl+Shift while you click.
To select an object that is completely behind another object, Ô+click it or Ctrl+click it. For graphics frames, you can also click the doughnut hole
icon — formally called the content grabber — that appears over the center of an object when you hover over any portion of it.
newfeature_cs5.eps The content grabber is new to InDesign CS5.