The InDesign EnvironmentAdobe InDesign is a powerful software application used for desktop publishing that is available for both Windows and Macintosh users. The application allows you to manipulate features such as page size, layers, text, graphics, and borders. InDesign brings together text and images to create professional-looking resumes, brochures, handouts, and newsletters.

This document will familiarize you with the InDesign environment and its components.

The InDesign Window Window Elements The Transform Palette

The InDesign Window

The InDesign window contains many parts that work together to make creating a document easier. The image below shows these parts.

Window Elements

Understanding the elements you see in the InDesign window is the first step to becoming familiar with the application. The elements listed below are the ones that are used most often.

Title BarThe Title bar displays the document's name. If the document is unnamed, the name displayed in the Title bar will be Untitled-1 or Untitled-[number] depending on how many unnamed documents are open. 

RulersThe two rulers running vertically and horizontally along the screen can be set to several measurements including points, picas, inches, inches decimal, millimeters, centimeters, or ciceros. If rulers are not visible on your screen or you need to change the measurement system, see Working with Rulers & Guides.

PasteboardThe Pasteboard is the background behind the InDesign document. It is a useful place to temporarily place text and graphic elements when deciding where to place them, or when moving items between pages. Text and graphics on the pasteboard will not print.

Navigation ButtonsThe navigation buttons allow you to move between pages in consecutive order, or to the first or last page of the document.

Page Pull-Down List The Page pull-down list allows you to jump to a specific page in your document, including the document master.

Margins The colored lines represent the page margins. All the text and graphics are generally placed within the page margins, although information outside of the margins will show up in the printed document.

Page BoundariesThe page boundaries represent the edges of the paper. Any items outside or overlapping the page boundaries will not print.

ToolboxThe tools that InDesign provides accomplish various tasks. The most common tools are

the Selection Tool and the Type Tool . If the Toolbox is not visible, see Displaying the Toolbox.

Scroll BarsThe scroll bars are similar to those in Microsoft Word and other applications. InDesign's scroll bars help you move to various points on the current page. Scroll bars are not used to move between pages.

Resize Box The Resize box, in the lower right corner of the window, is used to change the size of the

window. Click and drag it to resize the window. The resize box does not change the final size of the page; it alters the size that the page and pasteboard appear on your screen.

The Transform Palette

The Transform palette is used to manipulate both text blocks and graphics. In each view, you can manipulate the text, paragraph, or object by adjusting the settings within the Transform palette.

To display the Transform Palette

1. From the Window menu, select Object & Layout » TransformThe Transform Palette appears. NOTE: If the Transform Palette is already being displayed, a check will appear next to the selection.

Transform Tab

Displays the x and y coordinates of the pointer as it moves around the InDesign window. It also displays a selected object's width and height properties, and allows you to resize, rotate, or shear the selected object.

Transform Property Symbol Function

X Value Shows the X-axis coordinate of the pointer as it

moves in the window

Y Value Shows the Y-axis coordinate of the pointer as it moves in the window

Width Shows the width of a selected object in the selected units NOTE: The default unit is picas.

Height Shows the height of a selected object in the selected unitsNOTE: The default unit is picas.

X-Scaling Adjusts the width of a selected object by a percentage of its current size

Y-Scaling Adjusts the height of a selected object by a percentage of its current size

Constrain Scaling Proportions

Keeps the proportions of the selected object

Rotation Options Rotates a selected object a certain number of degrees

Shearing Options Slants a selected object a certain number of degrees

 

Paragraph Tab

Displays paragraph formatting options such as alignment, indentation, and space before and after paragraphs.

Character Tab

Displays advanced character formatting options such as font, type style, type size, leading, kerning, tracking, scale, and skew.

Displaying the Toolbox

To maximize your work space, you can toggle between a hidden and visible Toolbox.

1. From the Window menu, select ToolsNOTE: A check mark will appear next to Tools when the Toolbox is displayed.

Accessing Hidden Tools

Many tools are hidden beneath others on the Toolbox. Any button displaying a small arrow in the bottom right corner contains hidden tools.

1. To access hidden tools, click and hold the mouse button over a toolThe button's hidden tools menu appears.

2. Select the tool you want to useThe selected tool becomes the active tool and is displayed in the Toolbox.

InDesign Toolbox

This table describes each available tool and its function.

ToolFunction Description

Adobe Online Opens the Adobe InDesign CS2 website.

Selection Tool Selects lines, shapes, graphics, and text boxes. Selected objects can be moved, resized, and have their attributes changed.NOTE: To resize objects proportionally, press and hold [Shift].

Direct Selection Tool

Selects objects within objects, such as individual points on a path and objects inside groups or inside other objects.

Pen Tool Creates precise, smooth lines using anchor points.

Add Anchor Point Tool

Adds anchor points to an existing pen selection.

Delete Anchor Point Tool

Deletes anchor points from an existing pen selection.

Convert Direction Point Tool

Toggles the direction point on an existing pen selection (corner point or curve point).

Type Tool Selects text or designates insertion point for adding text.

Type on a Path Tool

Enters and edits text on a path.

Pencil Tool Draws hard-edged freehand strokes on an image.

Smooth Tool Progressively smoothes a path with each pass.

Erase Tool Erases line segments and points.

Line Tool Creates straight lines.

Rectangle Frame Tool

Creates an empty rectangular placeholder.

Ellipse Frame Tool

Creates an empty elliptical placeholder.

Polygon Frame Tool

Creates an empty polygonal placeholder.

Rectangle Tool Draws a rectangle.

Ellipse Tool Draws an ellipse.HINT: Hold the [Shift] key while drawing an ellipse to draw a circle.

Polygon Tool Draws a polygon.

Rotate Tool Rotates objects to the specified angle.

Scale Tool Resizes an object.

Shear Tool Skews an object.

Free Transform Tool

Allows you to drag an object to alter its scale, rotation, and location.

Eyedropper Tool Samples formatting attributes from one area and allows you to apply them to another.

Measure Tool Calculates the distance between any two points in the work area.

Gradient Tool Applies or changes the gradient (a gradual transition between two colors).

Button Tool Creates buttons.

Scissors Tool Cuts paths or points.

Hand Tool (Panning)

Repositions a page on-screen for optimal view.

Zoom Tool Magnifies or reduces the area of the page on-screen.

Opening InDesign

1. From the Start menu, select All Programs » Graphics » Adobe InDesign CS2 NOTE: Due to individual computer differences, program location may vary.

Opening an Existing InDesign Document

You can always open a saved document to make changes or additions after it had been closed. To open a document, with InDesign open and running on your machine:

1. From the File menu, select Open...The Open a File dialog box appears.

2. Using the Look in pull-down list, navigate to and select the file you wish to open

3. Click OPENThe document opens.

Creating a New Document

InDesign lets you set your page properties when you create a new document.

1. From the File menu, select New » Document...The New Document dialog box appears.

1. In the Number of Pages text box, type a value for the total number of pages for this documentNOTE: If necessary, you can add or delete pages later.

2. OPTIONAL: Select Facing Pages, Master Text Frame, or a preset document setup

Option Explanation

Facing Pages Displays two pages at a time on the screen. This selection is appropriate if you are setting up a magazine or booklet, because the pages are set up to face each other just as they would in a book.

Master Text Frame

Creates a text frame, or text box, on your master page.

Document Preset

Uses a saved document setup. Select the desired setup from Document Preset pull-down menu.

3. To select a preset page size, from the Page Size pull-down menu, select the page size

4. To change the orientation, next to Orientation, select Portrait or Landscape

NOTE: When the height is larger than the width, select the portrait icon. When the width is larger than the height, select the landscape icon. Only one option can be selected.

5. Under Columns, in the Number text box, type the number of columns you want per page

6. In the Gutter text box, type the amount of space you want between the columns NOTES: The default margin is 1p0 (abbreviation for 1 picas and 0 points).A pica is 1/6 of an inch.

7. Under Margins, type the desired value for each margin size NOTE: The default margin size is 3p0, or about 0.5 inches.

8. OPTIONAL: To save the setup for future documents

a. Click SAVE PRESET... The Save Preset dialog box appears

b. In the Save Preset As text box, type a name for the presetORFrom the Save Preset As pull-down list, select an existing preset

c. Click OK

9. OPTIONAL: To set bleed and slug values, click MORE OPTIONS The Bleed and Slug section appears at the bottom of the dialog box. Select the

desired values for each area.

Option Explanation

Bleed A bleed value is the distance beyond the edge of the page the image should print. Although some ink may end up on your printer, this ensures that there is no white space at the edge of your page if the paper shifts in printing.

Slug A slug area is a place for print job information such as crop marks and color plate names. Some processors delete this information in printing, so be sure to specify a size value for a slug area if you want this information in the printed document. HINT: A slug value of 2p0 at the top and bottom of your document gives enough room for about one line of text.

10. Click OK InDesign will open a new document according to your specifications.

Saving a Document

Saving a document allows you to specify a name and location for the document. The Save and Save As commands are located within the File menu. If you are saving a document for the first time, either option will take you to the Save As dialog box.

Saving a Document: Using Save As...

Use this option if you are saving your document for the first time, or if you are saving an existing file under a new name or location. Save As... allows you to specify the file name and location.

1. From the File menu, select Save As...The Save As dialog box appears.

2. Using the Save in pull-down list, navigate to and select a save location

3. In the File name text box, type a filenameHINT: To help you locate the file in the future, use a brief but descriptive filename.

4. Click SAVEThe document is saved.

Saving a Document: Using Save

Use the Save command to save a document that has already been saved. This command saves the document under the same name and location as first specified. If you want to change the file name or location, you must select the Save As... command.

1. From the File menu, select SaveORPress [Ctrl] + [S] The document is saved.

Exiting InDesign

You can exit InDesign completely or just close the document you are working on while remaining in InDesign.

Closing Documents

Using these instructions, InDesign stays open, while closing the current document.

1. From the File menu, select CloseORPress [Ctrl] + [W] If you have not saved your document, InDesign will ask whether you want to do so before closing.

2. To save, click YESTo close without saving, click NOTo abort the close request and return to the document, click CANCEL

Exiting InDesign

Using these instructions closes both the current document and the InDesign program.

1. From the File menu, select ExitORPress [Ctrl] + [Q] If you forgot to save your document, InDesign will ask whether you want to save the document before exiting.

2. To save, click YESTo close without saving, click NOTo abort the close request and return to the document, click CANCEL

Creating Text

Using InDesign to type headlines, titles, captions, headers and footers (usually set off with a different style or placement) is easy. However, we do not advise typing large volumes of text in InDesign. It is often easier to type or edit large amounts of text in a word processor, and copy them into InDesign later to create your page layout.

Before you can type text in Indesign, you need to create a frame to contain it. InDesign offers several shapes of text frames.

Creating Text: Rectangular Text Frame

If you want to create a rectangular text frame, use the Type Tool. If you would like to create an elliptical or polygonal text frame, refer to Creating Text: Custom Text Frame.

1. From the Toolbox, select the Type Tool2. Click and drag in your document to create the text frame

3. When the text frame reaches the desired size, release the mouse buttonNOTE: Unless text already exists, the insertion point will position itself at the current default alignment.

4. Type the text

Creating Text: Custom Text Frame

Using the frame drawing tools (rectangle, ellipse, or polygon), you can create a custom-shaped text frame.

1. From the Toolbox, select the desired frame drawing tool (rectangle, ellipse, or polygon) For more information on the buttons in the toolbox, refer to The InDesign

Toolbox. 2. Click and drag in your document to create the frame

3. When the frame reaches the desired size, release the mouse button

4. From the Toolbox, select the Type Tool

5. Move the tool inside the text frame

It becomes an I-beam .

6. Click within the text frame to create an insertion point NOTE: Unless text already exists, the insertion point will position itself at the current default alignment.

7. Type the text

Placing an External Text File into Your Document

Text files from InDesign-compatible word processing programs, such as Microsoft Word, can be placed into an InDesign document. After placing the text into InDesign, you can edit, format, and manipulate it using the same methods as you would for text typed directly into InDesign.HINT: Text files with little or no formatting generally work best.

1. From the File menu, select Place...ORPress [Ctrl] + [D] The Place dialog box appears.

2. Using the Look in pull-down list and navigation window, select the file you wish to insert

3. Select the desired import options:

Option Description

Show Import Options

Opens another dialog box, which contains additional importing options. These options are specific to the type of file being placed.

EXAMPLE: When placing a Microsoft Word file into InDesign, you have the option of deleting the pre-existing format and styles in the document.

Replace Selected Item Overwrites the existing contents of the frame with the file being placed

NOTE: This option is available only if you had a frame selected prior to placing a file.

4.5. Click OPEN

The pointer turns into the Place Text icon

6. Click where you want the file insertedThe selected file appears in your document.HINT: If the entire document does not appear, enlarge the text frame. You may also need to add more pages with text frames if one page does not offer enough space.

Selecting Text

To edit or format text, you must first select the range of characters you want to affect. Select text when you want to change its type specifications, cut, copy or delete it. The Type Tool is used to accomplish this. To deselect text, click another insertion point or select any tool in the Toolbox.

HINT: If you have problems selecting the first character at the edge of a text frame, start with the last character and drag to the first character.

Using the Type Tool you can:

Double-click to select a word. Triple-click to select an entire line.

Click and drag the I-beam to select a range of text.

Selecting a Portion of Text

1. From the Toolbox, select the Type Tool2. Place the I-beam at the beginning of the text you wish to select

3. Click and drag to select the appropriate text ORClick + hold down [Shift] and use the arrow keys to select the appropriate text

Selecting an Entire Story

A story is the term used to describe text that is connected, such as text that was placed from a single word processing file or text that was typed in InDesign from a single insertion point. A story can consist of one letter or of many pages.

1. Using the Type Tool, place the insertion point anywhere in the text frame

2. From the Edit menu, select Select AllORPress [Ctrl] + [A]

Options with Selected Text

To delete the selected text, press [Delete].ORBegin typing. The selected text will be replaced by the new text that you type.

To change type style, from the Type menu select the appropriate options.For more information see Changing Type Specifications.

To move or duplicate the text, from the Edit menu, use the Cut, Copy and Paste commands.

Editing Text

If you make a mistake while typing, you can go back and fix it, just as in a word processor.

1. From the Toolbox, select the Type Tool2. Create an insertion point by clicking the I-beam within the text you wish to edit

3. OPTIONAL: Use the mouse or the arrow keys on the keyboard to move to the correct location

4. Make the appropriate changesTo insert text, simply type and the text will appear at the insertion pointTo delete text to the right of the insertion point, press [Delete] To delete text to the left of the insertion point, press [Backspace]

NOTES: Existing text in the same text frame will automatically reposition to adjust to the new or deleted text.

You can also delete or type over large sections of text by first selecting the text and then pressing [Delete] or typing new text. See Selecting Text.

Changing Type Specifications

The Transform palette allows you to alter your text's appearance. You can modify the font, size, and style of the text.

Changing Type Specifications: Existing Text

1. Select the text2. To display the Transform palette, from the Window menu, select Object & Layout

» TransformNOTE: A check mark will appear next to Transform when the Transform palette is visible.

3. From the Transform palette, select the Character tab

4. Using the pull-down lists, modify the font, size, and style as desiredFor more information about character formatting options, see The Transform Palette.

5. To deselect the text, click outside of the selected text area

Changing Type Specifications: Before You Type

1. Using the Type Tool, set the insertion point where the text will begin2. From the Transform palette, select the Character tab

3. Using the pull-down lists, modify the font, size, and style as desiredFor more information about character formatting options, see The Transform Palette.

4. Type the text NOTES:Do not reset the insertion point. If you change the insertion point before you begin typing, text will revert back to previous type settings.The new text will have the characteristics that you selected in step 3.

Deleting, Cutting, Copying, and Pasting Text

Cut-and-copied items are placed on the Clipboard (a temporary storage location). The most recent item remains on the Clipboard and is inserted into the document when the Paste command is selected.

WARNING: The computer will retain only one cut or copy at a time. If you select Cut and then select another item or items and select Cut or Copy, the first item or group of items will be replaced on the Clipboard by the second group.

Deleting Selected Text

1. Select the Text Tool and select the text you wish to cut or copy

2. From the Edit menu, select ClearORPress the [Delete] keyHINT: This text does not go on the Clipboard.

Retrieving Cleared or Deleted Text

You can retrieve deleted text that has not been saved to the Clipboard, but you must do it immediately after it was cleared.

1. From the Edit menu, select Undo Clear ORPress [Ctrl] + [Z]

Moving Selected Text

1. Select the Text Tool and select the text you wish to cut 2. From the Edit menu, select Cut

ORPress [Ctrl] + [X]

3. Place the insertion point where you want the cut text to appear

4. From the Edit menu, select PasteOR

Press [Ctrl] + [V] The cut text appears in the new location.

Copying Selected Text

1. Select the Text Tool and select the text you wish to copy2. From the Edit menu, select Copy

ORPress [Ctrl] + [C]

3. Place the insertion point where you want the copied text to appear

4. From the Edit menu, select PasteORPress [Ctrl] + [V] The copied text appears in the new location.

nserting Pages

If you need to insert pages in your document, you can use either the Pages palette or the Insert Pages dialog box.

To display the Pages Palette:

1. If the Pages palette is not already displayed, from the Window menu, select PagesNOTE: A checkmark appears next to the selection if it is already displayed.

Inserting Pages: Palette Option

1. From the Pages palette, select the page that will precede the inserted pages2. From the Pages palette, click CREATE NEW PAGE

A new page is inserted after the selected page.

Inserting Pages: Dialog Box Option

1. From the Pages palette, click MENU » select Insert Pages...The Insert Pages dialog box appears.

2. To specify the number of pages to insert, in the Pages text box, type the desired number

3. From the Insert pull-down list, select where you would like the new page(s) inserted (e.g., After Page, At Start of Document)

4. OPTIONAL: If you selected Before Page or After Page in step 3, in the corresponding text box, type the page number to insert the page(s) before or after

5. From the Master pull-down list, select the master page to be applied to the new pagesORTo apply no master page formatting, select [None]HINT: The master page acts as a template and governs certain elements (e.g., formatting).

6. Click OKThe page(s) is inserted.

Removing Pages

InDesign allows you to remove excess pages from your document if you discover that you created too many pages. These pages are permanently removed, so be sure to move any important information on pages being removed to another part of the document.

1. From the Pages palette, select the page(s) to be deletedHINTS:To select multiple contiguous pages, hold [Shift] while clicking.To select multiple non-contiguous pages, hold [Ctrl] while clicking.

2. Click DELETE SELECTED PAGESNOTE: If the page(s) contains objects, a warning dialog box appears.

3. Click OKThe selected pages are deleted.

Rearranging Pages

After working with your InDesign document, you may want to rearrange the page order within the document. InDesign allows you to move individual pages, two-page spreads, or multiple pages.

Rearranging Pages: Palette Option

1. From the Pages palette, select the pages to moveHINTS:

If the Pages palette is not shown, from the Window menu, select Pages.To select contiguous multiple pages, press [Shift] and click the first and last pages of the selection. To select non-contiguous multiple pages, press [Ctrl] and click the pages to select.

2. Click and drag the page icons to their new positionThe pages are rearranged.

Rearranging Pages: Dialog Box Option

1. From the Layout menu, select Pages » Move Pages... The Move Pages dialog box appears.

2. In the Move Pages text box, type the numbers of the pages you wish to moveHINTS:To select contiguous pages, type the number of the first and last page to be selected, separated by a dash. (e.g., 2-5) To select non-contiguous pages, type the numbers of the pages to be selected, separated by commas. (e.g., 1,3,4,6)

3. From the Destination pull-down list, select whether you want the pages to appear before or after a selected page, or at the beginning or end of the document

4. OPTIONAL: If you selected "Before Page" or "After Page", in the corresponding text box, type the page number that you wish the pages to appear before or after

5. Click OK The pages are moved.

Design Elements

Some elements that might be useful to include on your master pages include:

a layout grid and/or ruler guides page numbers graphics that you want to appear at the same location on every page

The Pages Palette

In order to understand how to use master pages well, you first have to have a clear understanding of the Pages palette. The Pages palette is the easiest way to move between master pages and document pages, apply master pages, and create additional pages from a master page.

The Pages palette is divided into two sections: the master page pane and the document

pages pane.

The top half of the Pages palette is the master pages pane. It shows all available master pages, as well as an icon for removing master page formatting from a page. Each master page displayed in the Pages palette has a unique prefix to differentiate it from the other master pages, as well as an icon on the right side of the palette indicating whether it contains information for a single page or for both pages of a two-page spread.

The bottom half of the Pages palette is the document pages pane. This pane shows icons for all the pages of your document, and indicates whether they appear as single pages or part of a two-page spread. Each icon has a letter displayed on it, specifying which of the master pages is applied to this page. (If a page has no master formatting applied, no letter appears on the icon.)

Formatting Master Pages

By default, the A-Master, or default master page, is applied to all pages in your initial publication. This includes basic default formatting options, such as margins. Changing or adding design elements to your master page is an easy way to create the basic format of your document.

1. If the Pages palette is not displayed, from the Window menu, select PagesThe Pages palette appears.NOTE: A checkmark appears when this option is selected.

2. To format individual pages, in the Pages palette, double click the single A-Master page iconTo format even-numbered pages in a document with facing pages, in the Pages palette, double click the left A-Master page iconTo format odd-numbered pages in a document with facing pages, in the Pages palette, double click the right A-Master page icon

3. Design the page by adding any text and graphic elements that you want to appear on each page of your document

4. When finished, to view the results within your document, double click the icon

for any page(s) The page appears on the screen.

Creating Additional Master Pages

For some pages of your publication, it might be helpful to have a different master page to apply. InDesign displays all master pages in the Pages palette.

1. If the Pages palette is not displayed, from the Window menu, select PagesThe Pages palette appears.NOTE: A checkmark appears when this option is selected.

2. From the Pages palette, click MENU » select New Master... The New Master dialog box appears.

3. In the Prefix text box, type a unique prefix for your masterExample: The default master is A-Master with A being the prefix. Both the prefix and the master name will appear in the Pages palette.

4. In the Name text box, type a name for the master page

5. OPTIONAL: To base the new master on an already existing master, from the Based on Master pull-down list, select the master it will be based on

6. In the Number of Pages text box, type the number of pages the master spread will contain

7. Click OK

8. To format your new master, refer to Formatting Master Pages

Applying Master Pages

By default, the A-Master is applied to all pages in your initial publication. You can apply a different master to any page(s) in your document, either by using the Apply Master dialog box or the Drag and Drop method. If you decide to create a document without applying the A-Master, you need to Remove the Master Pages Format.

Applying Master Pages: Dialog Box Option

1. If the Pages palette is not displayed, from the Window menu, select PagesThe Pages palette appears.

NOTE: A checkmark appears when this options is selected.

2. In the Pages palette, in the Pages section, select the page(s) to which you would like to apply the masterHINTS: To select multiple contiguous pages, hold [Shift] while clicking.To select multiple non-contiguous pages, hold [Ctrl] while clicking.

3. Click MENU » select Apply Master to Pages...The Apply Master dialog box appears.

4. From the Apply Master pull-down list, select the master you would like to use

5. In the To Pages text box, type the range of pages you would like the master to apply toNOTE: Enter a hyphen (-) to list a range of pages, or separate individual pages by a comma (,).

6. Click OKThe master page(s) is applied.

Applying Master Pages: Drag and Drop Method

1. If the Pages palette is not displayed, from the Window menu, select PagesThe Pages palette appears.NOTE: A checkmark appears when this option is selected.

2. In the Pages palette, in the Master Pages section, click and hold the desired master page

3. Drag the master page to the page or page spread you would like to apply the master toA rectangle appears around the selected page or page spread.

4. Release the mouse buttonThe master is applied to the selected pages.

5. Repeat steps 2-4 for each additional page or page spread as desired

Removing the Master Pages Format

To create a document without master page formatting, you can simply remove the A-Master formatting from the pages.

1. If the Pages palette is not displayed, from the Window menu, select PagesThe Pages palette appears.NOTE: A checkmark appears when this options is selected.

2. In the Pages palette, in the Pages section, select the page(s) that you want to appear without master page formatting HINTS: To select multiple contiguous pages, hold [Shift] while clicking.To select multiple non-contiguous pages, hold [Ctrl] while clicking.

3. From the Pages palette, click and hold the NO MASTER PAGE FORMATTING icon

4. Drag the icon to the pages you wish to remove master page formatting from

5. Release the mouse button

6. Design the page by adding any text and graphic elements that you want to appear

Displaying Master Items

The Display Master Items feature may already be activated through InDesign's default settings. If you are not seeing the master page items on your document, do the following:

1. Move to the page on which you want the Master Items displayed

2. From the Pages Palette, click MENU » select Show Master ItemsThe selection changes from Show Master Items to Hide Master Items, and the Master Items appear on the selected page(s). NOTE: If the Master Items are already displayed, the Show Master Items selection will not be available.

Hiding Master Items

If you want to hide the master page items on your document, use the Hiding Master Items feature.NOTE: When items are hidden, they do not print.

Hiding All of the Items

1. Move to the page on which you do not want the Master Items displayed

2. From the Pages Palette, click MENU » select Hide Master ItemsThe selection changes from Hide Master Items to Show Master Items, and the Master Items are not displayed on the selected page(s). NOTE: If the Master Items are already hidden, the Hide Master Items selection will not be available.

Hiding Selected Items

1. Move to the page on which you do not want selected Master Items displayed

2. Using the Rectangle Tool , Ellipse Tool , or Polygon Tool , draw a white shape over the items you wish to hideNOTE: For more information, refer to Drawing Objects with InDesign.

Numbering Pages

To have InDesign automatically do the page numbering:

1. On a master page, using the Type Tool, create a text box where you want the page number to appear on the page

2. From the Type menu, select Insert Special Character » Auto Page Number Page numbers will automatically appear on the pages.

Text Wrap Options

You have five options when wrapping text around an object. The options offered by InDesign are described here. Each one will achieve a slightly different effect in your publication.

Button Function Description

No Text Wrap Uses no text wrapping. Text will be displayed on top of or underneath the object (depending on the stack order).

Wrap Around Bounding Box

Creates a rectangular text wrap, regardless of the shape of the selected object.

Wrap Around Object Shape

Creates a text wrap boundary with the same shape as the selected object.

Jump Object Moves text from the right and left of the object's text wrap boundary to the area above and below the boundary.

Jump to Next Column

Moves text from beside or below the object to the top of the next column or text frame.

 

Wrapping Text to a Standard Boundary

The options Wrap Around Bounding Box, Jump Object, and Jump to Next Column observe the standard rectangular boundary of the object that text is being wrapped around.

1. In the Toolbox, click SELECTION TOOL2. Select the object

3. If the Text Wrap palette is not displayed, from the Window menu, select Text Wrap

The Text Wrap palette appears.

4. Select the desired Text Wrap optionFor a description of options, refer to Text Wrap Options.

5. To set the space between the text and the object (offset distance), in the Text Wrap palette, in the Top Offset, Left Offset, Bottom Offset, and Right Offset text boxes, type the desired valuesNOTES:To move text away from the edges of the frame, use positive numbers.To move text closer to the edges of the frame, use negative numbers.

6. For the offset distances to take effect, press [Enter]

7. OPTIONAL: Close the Text Wrap palette

Wrapping Text to a Custom Shape

The option Wrap Around Object Shape allows you to customize the boundary that text wraps to, giving the wrapped text edge the same contour as the shape it wraps to. The boundary is customized by adding anchor points (i.e., additional handles) that can be dragged to mirror the edge of the shape.

1. In the Toolbox, click DIRECT SELECTION TOOL 2. Select the object

3. To set additional anchor points,

a. In the Toolbox, click ADD ANCHOR POINT TOOLb. Click along the boundary of the image/object

4. To remove anchor points,

a. In the Toolbox, click DELETE ANCHOR POINT TOOL b. Click the anchor points you want to remove

5. To shape the boundary of the object to the desired contour,

a. In the Toolbox, click DIRECT SELECTION TOOLb. Click and drag the anchor points to the desired position

6. Repeat steps 3 - 5 until the boundary is of the desired shape

7. If the Text Wrap palette is not displayed, from the Window menu, select Text WrapThe Text Wrap palette appears.

8. Select Wrap Around Object Shape

9. To set the space between the text and the object (offset distance), in the Text Wrap palette, in the Top Offset, text box, type the desired valueNOTES: You can only enter one offset value. This value is used for all sides of the text wrap.To move text away from the edges of the boundary, use positive numbers.To move text closer to the edges of the frame, use negative numbers.

10. From the Type pull-down list, select the desired wrap styleNOTE: This option is only available with placed graphics. EXAMPLE: Shown here is Same As Clipping

11. For the text wrap to take effect, press [Enter]

12. OPTIONAL: Close the Text Wrap palette

Removing Text Wrap

If you no longer want to use a text wrap around an object, it can be removed.

1. In the Toolbox, click SELECTION TOOL or DIRECT SELECTION

TOOL 2. Select the object

3. If the Text Wrap palette is not displayed, from the Window menu, select Text WrapThe Text Wrap palette appears.

4. Select No Text Wrap

5. OPTIONAL: Close the Text Wrap palett

Adding Corner EffectsAdobe InDesign CS2 allows you to round, inset, or add other effects to the corners of objects. (e.g., images or text frames.) Applying a corner effect to an object will change all of the corners of the object. If an object's corner point is moved, the effect automatically changes the angles.

1. Using the Selection Tool , select an object you want to apply corner effects to 2. From the Object menu, select Corner Effects...

The Corner Effects dialog box appears.

3. From the Effect pull-down list, select a corner effectNOTE: The following table shows all of the standard corner effects with a size of 2p0 (i.e., 2 picas and 0 points).HINT: One pica is approximately 1/6 of an inch

Effect Example

None

Fancy

Bevel

Inset

Inverse Rounded

Rounded

4.5. In the Size text box, type a size for the corner effect

HINT: The size indicates the distance from the corner that the effect extends

6. To see the corner effect before applying it, select PreviewNOTE: A checkmark appears in the box when it is selected.

7. Click OK

Adding a Drop Shadow

Adding drop shadows can give your images a finished look, and add interest to your document.

NOTE: If you are adding a drop shadow to a text frame, you must first add fill and stroke to the text frame. For more information, please refer to Adding Fill and Stroke to Objects.

1. Using the Selection Tool, select the object you want to apply a drop shadow to

2. From the Object menu, select Drop Shadow... The Drop Shadow dialog box appears.

3. Select Drop Shadow The drop shadow controls become active.

4. From the Mode drop-down menu, select a blending mode NOTE: The default mode is Multiply.

5. From the Opacity text box, type the desired percent of transparency ORAdjust the Opacity slider bar until you reach the desired opacity setting

6. To adjust the depth of the drop shadow, in the X Offset and Y Offset text boxes, type a value HINTS:Positive X offset values move the shadow right, negative values move the shadow left. Positive Y offset values move the shadow down, negative values move the shadow up.

7. In the Blur text box, type the distance from the edge of the shadow where you want the blur to occurHINT: The larger the value, the more blurred the shadow.

8. To select the color of the shadow using color swatches a. From the Color pull-down list, select Swatches

b. Select the desired color

To specify a color using a color mode

c. From the Color pull-down list, select a color mode (e.g., CMYK or RGB) d. Drag the slide bars until the desired color is reached

NOTES: Different color modes can offer additional options for the drop shadow. Color modes in InDesign are most important for professional printing. If you are having your document professionally printed, check with your printer to see which color mode will work best.

9. To see the drop shadow before applying it, select PreviewNOTE: A checkmark appears if it is selected.

10. Click OKThe drop shadow is applied to the image.

Removing a Drop Shadow

If you decide a drop shadow is unneeded on an object, you can remove it.

1. Using the Selection Tool, select the object you want to remove the drop shadow from

2. From the Object menu, select Drop Shadow... The Drop Shadow dialog box appears.

3. Deselect the Drop Shadow checkbox

4. Click OK The shadow is removed from the object.

Placing Independent Graphics

How you place an object is initially determined by your choice of either the Selection Tool or the Type Tool. Independent graphics are placed using the Selection Tool. If you have the Type Tool selected, you can place the object as an inline graphic.

1. From the Toolbox, click SELECTION TOOL2. From the File menu, select Place...

ORPress [Ctrl+D] The Place dialog box appears.

3. From the Look in pull-down list, navigate to and select the file you want to place

4. Click OPEN

The cursor changes to a Place icon .

5. Use the mouse to position the icon’s top left edge where the top left corner of the object should appear in the document

6. Click to place the object

7. To adjust the position of the object relative to the text, select a text wrap optionNOTE: To display the Text Wrap palette, from the Window menu, select Text Wrap

Sizing Independent Graphics

Once you have placed a graphic in your InDesign document, you may discover that it is not the right size or it contains extra information that is not relevant to your document. InDesign allows you to resize, crop and pan images until they fit your needs. If you need to do additional editing, you should use a graphics editing program such as Adobe Photoshop.

Resizing an Object: Mouse Option

1. From the Toolbox, click SELECTION TOOL2. Select the object you want to resize

3. To change your object proportionately, hold [Ctrl] + [Shift] and click and drag one of the corner sizing handles To change your object in height or width, hold [Ctrl] and click and drag one of the sizing handles

4. Release the mouse button

Resizing an Object: Palette Option

1. From the Toolbox, click SELECTION TOOL2. Select the object you want to resize

3. If the Transform palette is not visible, from the Window menu, select TransformThe Transform palette appears.

4. From the Transform palette, in the W and H text boxes, specify the desired width and/or height of the object NOTE: To change the ruler measurements (e.g., picas, inches, millimeters, centimeters, etc.), refer to Working with Rulers & Guides

5. To finalize the sizing change, press [Enter]

Cropping Independent Graphics

Placing graphics often creates unnecessary white space along the sides of the image. You may also find that you need only a portion of a graphic. Cropping allows you to hide these unneeded portions; it functions like a screen which hides part of your image. The image file remains unchanged; only its appearance is modified within the current InDesign publication.

1. From the Toolbox, click SELECTION TOOL2. Select the image you want to crop

Sizing handles appear around the image.

3. To crop part of the image, click a handle and drag it inward until the portion of the image you want to remain unchanged is showing

4. Release the mouse when the graphic is cropped correctlyHINTS:If you decide later to change the cropping, you can select the graphic with the

Selection Tool and enlarge the frame using the sizing handles to show more of the graphic.If you later need to change which portion of the image is shown, you can pan across the image without re-cropping the image or changing the size of the visible portion of the image.

Panning Graphics

Panning a graphic allows you to adjust which portion of the image is displayed after it has been cropped. Like a camera panning across a scene, the size of the visible area remains the same, but the content changes as you move the "viewfinder" across the picture. This is a useful tool if you cropped the picture to the right size, but need to adjust slightly which portion of the image is shown.

1. From the Toolbox, click DIRECT SELECTION TOOL

As you move the cursor over the image, it turns into a Hand icon .2. Click and drag the Hand icon until you see the portion of the graphic that you

want to show HINT: To show the hidden part of the image, click and hold until the Hand icon

becomes an arrow before dragging the image. The hidden portion of the image will appear faintly on the screen as it moves, making it easy for you to see which part of the picture will become visible.

3. Release the mouse button

Moving Objects

If an object is not placed correctly on the page, it can be moved.

1. From the Toolbox, click SELECTION TOOL2. Select the object you want to move by clicking it once

3. Click and hold anywhere on the object NOTE: Do not click on a sizing handle to move the object. WARNING: If a two-sided arrow appears, you may have grabbed a handle and accidentally resized the graphic. To undo any resizing, release the mouse button and from the Edit menu, select Undo Resize.

4. Drag the object to its new location and release the buttonNOTE: If you have selected an in-line graphic, you will not be able to move it more than a few pixels up or down within the text.

Stacking Graphics and Text

As you add more objects to your document, some may overlap. In this case, the order in which they appear on the page can make a difference in what objects are displayed. For example, if you have a shaded box and text in the same area of the page, the text has to be on top of the box in order for you to be able to see the text. InDesign allows you to change the stack order of objects to ensure that objects appear in the right order.

1. From the Toolbox, click SELECTION TOOL2. Select the desired object

3. From the Object menu, select Arrange » select the desired option

Option Description

Bring to Front Sends the graphic or text block to the first level in the stack order.

Bring Forward Sends the graphic or text block one level forward in the stack order.

Send Backward Sends the graphic or text block one level back in the stack order.

Send to Back Sends the graphic or text block to the last level in the stack order.

Adding Stroke

Changing the stroke of an object is a simple way to add style to a document.

1. If the Stroke palette is not already displayed, from the Window menu, select StrokeThe Stroke palette appears.NOTE: A palette is displayed if a checkmark appears next to its name.

2. Using the Selection Tool , select the object you want to add the stroke to

3. To adjust the thickness of the stroke, from the Stoke palette, in the weight text box, type the desired weightORUsing the nudge buttons, select the desired weight of the stroke

4. To specify the location of the stroke relative to the object's edge, from the Align Stroke section, select Center , Inside , or Outside

5. From the Type pull-down list, select the desired Stroke typeNOTES: If Dash is selected, a set of options appears to let you create custom gaps.If you do not see the type of stroke you selected, increase the stroke's weight.

Adding Stroke Color

You can change the color of the stroke using the Swatches Palette or the Color Palette. After applying a color, you can change its opacity.

Adding Stroke Color: Swatches Palette

1. If the Swatches palette is not already displayed, from the Window menu, select SwatchesThe Swatches palette appears.

NOTE: A palette is displayed if a checkmark appears next to its name.

2. From the Swatches palette, select a color

3. Click and drag the swatch over the stroke you want to color

4. Release the mouse buttonThe stroke changes to the color you selected from the Swatches palette.

Adding Stroke Color: Color Palette

1. If the Color palette is not already displayed, from the Window menu, select ColorThe Color palette appears.NOTE: A palette is displayed if a checkmark appears next to its name.

2. Select the object

3. In the Color palette, select Stroke

4. Adjust the color parameters appropriatelyORFrom the Color Spectrum, select the desired color

HINT: To select a different color mode (LAB, CMYK, or RGB), use the MENU button

Changing the Opacity of the Stroke

1. Using the Selection Tool , select the object 2. In the Color palette, select Stroke

3. If the Transparency palette is not already displayed, from the Window menu, select TransparencyThe Transparency palette appears.NOTE: A palette is displayed if a checkmark appears next to its name.

4. To set the opacity for the stroke, in the Opacity text box, type a value ORClick the Opacity arrow and drag the slider bar

Adding Fill

To add color to a document, you can fill the inside of objects with colors.

1. If the Color palette is not displayed, from the Window menu, select Color NOTE: A check mark appears next to Color when the Color palette is displayed.

2. Using the Selection Tool , select the shape you want to fill

3. In the Color palette, select Fill

4. Adjust the color parameters appropriately by sampling the desired color from the

Color SpectrumORMove the sliders for each color until the desired Fill color is achieved The object is filled with the selected color. HINTS: To select a different color mode (LAB, CMYK, or RGB), use the MENU button

.

Preview the color in the selected object as you change the color parameters.

Removing Fill

1. If the Color palette is not displayed, from the Window menu, select Color The Color palette appears. NOTE: A check mark appears next to Color when the Color palette is displayed.

2. Using the Selection Tool , select the object to remove fill from

3. In the Color palette, select Fill

4. From the Color Spectrum, click NONE