Plan, Design, & Publish Online your Portfolio with Adobe InDesign | Nayda Cruz | Skillshare

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Plan, Design, & Publish Online your Portfolio with Adobe InDesign

teacher avatar Nayda Cruz, Editorial & Surface Designer

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

16 Lessons (1h 49m)
    • 1. Introduction

    • 2. Class Project

    • 3. What is Adobe InDesign

    • 4. Establish your Objective

    • 5. Plan the Layout

    • 6. Prepare the Images

    • 7. Prepare the Text

    • 8. Create a New Document

    • 9. InDesign Workspace

    • 10. Work with the Pages Panel

    • 11. Work with Text

    • 12. Placing Images Text & Video

    • 13. Add Interactivity

    • 14. Publish Online & Analytics

    • 15. Troubleshooting InDesign

    • 16. Conclusion

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About This Class

Virtual doesn't have to be impersonal!

In this class I will teach you how to create a digital portfolio using Adobe InDesign and it's "Publish Online" tool. You will be able to design and share your portfolio by just using your —private personal link. All within Adobe InDesign. Also, you'll have access to analytics that will tell you how many times your portfolio has been seen, for how long, and on what device.

Have you ever wanted to send a creative digital portfolio via email as an attachment, and suddenly, you are prompt with a message saying that you have exuded the space limits? So then you have to change your images quality. It feels like it doesn't represent you, right? This class will teach you how to create a humanized, digital portfolio to which that is not going to happen. 


Who is this class for?:

This class is great for creators who are looking to engage with their dream clients. By the end of this class, you’ll be able to contact them with confidence and a clear purpose.

In this class you will learn to:

  1. Plan who your portfolio is for.
  2. Get familiar with Adobe InDesign.
  3. Prepare your text and images.
  4. Work with “Master Pages”.
  5. Create columns and shapes.
  6. Place images, text, and video.
  7. Create hyperlinks.
  8. Add interactivity to some elements.
  9. Publish Online your Portfolio!
  10. Learn to read analytics from Adobe about who have seen your portfolio.
  11. Solve common problems in InDesign.


The best part is that you will have access to analytics that will tell you:

  • If portfolio has been viewed.
  • How many times.
  • For how long.
  • On which device.

Is that great or what?!

For this class you will need access to the Internet and a copy of Adobe InDesign CC.

You can get a 7 day free trial here:


My name is Nayda, I am a graphic designer from Puerto Rico who specializes in editorial and surface design.

I fell in love with Adobe InDesign back in 2008. Learning this program has opened more doors to me than any other. And now I want to share with you, from “Create Document” to “Send” the email, how to make the most with it.

You can see some of my projects at or over my instagram profile.


Want to learn more about how to work with files formats such as the ones in this class?

Watch my class exclusively on this topic:

Meet Your Teacher

Teacher Profile Image

Nayda Cruz

Editorial & Surface Designer




H E L L O,    I' M    N A Y D A !

I am a Graphic Designer, from Puerto Rico, who loves to work with Editorial and Surface Design. Ever since I can remember I had loved simplicity with a special detail that brings everything together.

Clear visuals that enhances the message is my style when approaching my editorial projects. My surface design is driven by geometric shapes, textures and a bright color. 

You can see my work on my website 

Let's connect on instagram!

See full profile

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1. Introduction: Welcome to my class. Throughout this class, I'll teach you to plan a humanized and engaging creative portfolio that will take you a step closer to work with your dream clients. Because virtual doesn't have to be impersonal, you will learn to create a portfolio different from the traditional PDF you struggle to keep under the email space limit while having a good image quality. We will create this portfolio using Adobe InDesign. First, you will plan your portfolio wisely, you will get familiar with Adobe InDesign, you will work with "Master Pages", create columns and shapes, place images, text, and video, you will create hyperlinks, add interactivity to some elements, and solve InDesign most common issues. You will then use these skills to design and share your digital creative portfolio with your prospect client using Adobe InDesign Publish Online tool. Finally, you will learn to use InDesign Publication Analytics to know if your portfolio has been viewed, how many times, for how long, and on what device. You can also use these skills learned in this class to create content for your website because you can embed this portfolio in your website. Is that great or what? My name is Nayda. I am a graphic designer from Puerto Rico. I fell in love with Adobe InDesign back in 2008. Learning this program has opened more doors to me than any other. I have been able to work with magazines, design books, and now, share my new endeavors with possible licensed source of my recent work. This class is aimed at students with beginners skill level in Adobe InDesign. Having experience in Adobe Photoshop or Illustrator will help you because you will instantly feel familiar with it. If you have never used Adobe InDesign fear not, we will go step-by-step from create a document to send the email. For this class, you will need a computer with Adobe InDesign and access to the Internet. Keep in mind that you can use the InDesign free trial Adobe offers. You can find a direct link to do it in this class description. This class is great for creators who are looking to engage with their dream clients. By the end of this class, you will be able to contact them with confidence and a clear purpose. 2. Class Project: For this class project, you will design your very own professional portfolio. You will finally check that box off your to-do list. I know sometimes creating a portfolio can take a long time, but this class will help you to streamline your process and make it happen. You can watch this class, take notes, and design later, or you can watch this class lesson by lesson, taking your time to complete every task at the pace of the class. You will define the objective of your portfolio, prepare the videos, images, and texts that will go in the portfolio, create your InDesign document, place and edit your videos, images, and text, design, publish online your portfolio, send it via email to your prospect clients. If you will like to feed back before sharing your portfolio, please do share it in the projects and resources section and ask for it. I would gladly do it. If not, I will love to see your finished portfolio. Save a copy of your digital portfolio as Skillshare project and share it for us to enjoy. You will also be able to see the one I created for this class there. See you all there. 3. What is Adobe InDesign: Before we dive into working in your portfolio, let's talk about what is Adobe InDesign? InDesign is a software developed by Adobe Inc back in 1999. It's the same company that develop and owns Photoshop and Illustrator. You can even place native files as.psd from Photoshop from Illustrator inside InDesign. My journey to learn InDesign was out of navigated into the unknown. I'm in second year as a design student, I got an email from a professor and then said that the university was going to collaborate with the high fashion week event in Puerto Rico by designing their magazine. Then he was looking for volunteers to be part of the project, that we just needed to show up at the lab and he will take it from there. Up until that point, I have not worked with InDesign, so I saw it as an opportunity to learn. The rest is history. I fell in love with the process of designing magazines and books and to then have them in your hands as functional products. It is so exciting to walk up to a store and see your work on the stands. Many people ask me why I need InDesign if I can create multiple artboards, both in Photoshop and Illustrator. Well, I remember when that was not possible in neither of them. When that feature was released, there was such a hype about it, particularly because now you didn't need to create an individual document to every artwork in your project, you can just have one document with all your assets. That is what multiple artboards is intended for, not for multi-page documents. You can manage to design a couple of pages in Illustrator. Yes, but not a book or a magazine with all long texts. Trust me, you will need InDesign. Doing so in Photoshop or Illustrator will dry tears to your eyes and hours and hours of regret, especially in the revision part of the project. Trust me, I've seen it. Also, you can publish online or create e-books in Photoshop or Illustrator, which is what we will learn in this class. InDesign is the industry leading layout and page design software for print and digital media. With it, you can design and publish books, magazines, e-books, posters, interactive PDF, catalogs, portfolios, brochures, and more. All of these, you can publish them online through InDesign. I once worked as a freelance designer for a wedding magazine and they gave me the magazine layout, all in independent Photoshop files. Each page was at PSC file. That meant that for each magazine spread, I needed to open, set up, design, and edit each page individually, not to mention page number; each page individually. I almost fainted when I saw that. The first thing I did was to explain why this method was affecting the productivity of the magazine and that we should switch to InDesign to complete a project. Thankfully, they allowed me to do so. The thing is, although Adobe products communicate great with each other, each one is designed for a specific purpose. Photoshop is a raster graphics editor, while Adobe Illustrator is a vector graphics editor. Meanwhile, InDesign is a desktop publishing. Photoshop produces content out of pixels. A pixel is a basic and smallest unit of a digital image that is usually represented by a square. It can look blurry when scaled up. Photos are pixel-based, that's why Photoshop is the master to create photo montages. On the other hand, Illustrator produces content out of vectors. A vector is an image that is created using points and lines, not square pixels. When scaled up, it uses mathematical equations to keep its quality and always look sharp. That's why logos are designed in Illustrator. Because you are going to adjust it into a variety of sizes without losing quality. You can do that with a raster image. If you wish to learn more about raster and vector images, you can watch my Skillshare class, File Formats, when to use JPG, PNG, TIFF, PDF, EPS, or SVG, where I dive deep into what they are and how to work with them. Now you know what Adobe InDesign is and how it differentiates from other Adobe products. Let's go to our next lesson to learn about defining the objective of your portfolio. 4. Establish your Objective: Now that you are clear about why to work with InDesign instead of any other Adobe program, we need to establish the objective of our portfolio. Before you start designing a portfolio, the first thing that you need to ask yourself is, why am I designing this portfolio? Do you want to work for the company that you will contact as an employee? Or do you want to work with them like a selling or licensing artist? Knowing this will set the tone of your portfolio. If you want to work for someone, your portfolio must show your skills and experiences as a designer. If you want to work with them, then your portfolio must show a body of work that showcase your style, inspiration, and personality, and so on. After you know why you are designing in this portfolio, you must know who you are sending it to. Who are those companies? Maybe you already know, but maybe you need to do an online research to discover new ones. After having those companies in mind, you will then need to research the person that you should contact. Sometimes websites have guidelines for this kind of submissions. You should look to the links at the end of their websites, if they are available they are usually there. A straightforward way to find out is to call the company and ask. Linkedin is also a great way to research art directors of companies. Just type the company name and the job title in the search bar. While you do your research, it is always a good idea to learn everything you can about the company, their story, and values. This will help you to decide if they are aligned with your mission. You need to do before diving into the next lesson is to know your why and research your who. Once you have a clear idea about your why's and your who's, we're ready to prepare your portfolio content. Let's begin with the layout of your portfolio in the next lesson. 5. Plan the Layout: After you know why and for who you are creating your portfolio, you can decide what will go in it. In my case, I am designing a portfolio to license my designs. More specifically, five wallpaper designs in two colorways, so 10 images in total. It is always a good idea to plan your layout in paper first. I'm a very geometric designer. I love grids and guides to make things look as polished as possible. This adds value to the design. Your portfolio is an editorial design. One of the principles that is very characteristic of this kind of design is repetition. This means that you repeat the layout, not necessarily on every page as in the catalog, but on every other page or even create two or three layouts that you repeat in a loop throughout the portfolio pages. This allows to create a cohesive portfolio as if it is part of the same person around. I have a grid book that I constantly use for this. I have this book called Layout Essentials, 100 Design Principle for Using Grids is by Beth Tondreau, the publisher is Rockport. I know there is a new edition of this book. I have had this for around 10 years, honestly. As the title says, each spread is a grid design. You can see here the design, the layout, a brief explanation and then how you can apply that layout in real life. Honestly, this book is just beautiful to have around because you can get ideas, design ideas. You can get inspired by the layouts. It's just a very beautiful book to look, and it can expose yourself to a variety of options that you may not have considered before. After looking at this book, I'm going to work on my layout now. I'm going to do it on this notebook over here, and I'm going to start by deciding that I don't want my portfolio to be for trad orientation. The traditional letter size, I don't want to do that. I want to do a landscape orientation because this is a digital portfolio and I want to use the most space available in the monitor where people see it. I know I have five images, so I think that a three-column grid will work because I can arrange them, the patterns individually like this, and they are five. I'm going to have a blank space here, white space, to put my logo, my website, and the name of the collection. This is a good idea or recommendation that in your portfolio you have, at least your website or your basic information in each page that you have designs because if someone just prints that page, do a screenshot to show it to someone, and it gets mixed with other designs of other designers, your information is still there, and they can always contact you, and they won't get lost. I think that I'm going to use this layout for my patterns, but I want to each colorway, have like a cover picture and. These are going to be simple patterns, but I want to do a cover picture with a markup showing my wallpaper applied to a room, so it gives a more stylish design and look and feel to the portfolio. Over here I can write the name of the collection, my website or anything similar, and maybe an icon that describes the wallpaper that is a treat for that wallpaper. I think that this is a good layout to work with in my portfolio. It doesn't have to be perfect, but you just try to figure out how to fit the number of images in the space that you have available. It may end up different in portfolio, but that's okay. Now, before you continue this class, take some time and plan your layout. You can look at books, magazines, or on the web for inspiration. Then continue to the next lesson to learn how to prepare your images for your portfolio. 6. Prepare the Images: After you have a clear idea of the objective of your portfolio and the layout that you want to use, you must prepare the most important aspect of your portfolio, your images. The first thing to know is that you should export, or prepare your Illustrator or Photoshop files in the color format RGB, a resolution of 72 PPI, and the file format PNG. Because your portfolio will be displayed on the monitor, RGB is the right color format to use. Also this portfolio is intended to be digital, so it doesn't make sense to export your images in higher PPI. I choose the file format PNG because it keeps a higher quality than JPEG. Again, I dive deep into this topic in my file formats class. Something very important when working in InDesign is organization. For example, I created a folder named Portfolio. Inside that folder, I have two other folders, links, and texts. InDesign calls any image you use a link. Inside my text folder, I have my Microsoft document text files, and inside my links folder, I have my images, the originals in Illustrator and Photoshop, and all my exported images. I always make a copy of the designs that I will use in my portfolio. Firstly, because I don't want to make unwanted changes to the originals and lose them, and secondly, because of the way that InDesign works. As I show you, you will want to save every image you will use in a specific folder inside your project's main folder. If you have your project images saved all in different folders or hard drives from the original artwork and then you move or rename those files, InDesign will prompt you an error. We will discuss these in one of our final lessons and how to solve it in case that happens to you. But for now, follow these suggestions. Make copies of your original artwork, and save it. Organize in your portfolio folder. Now, I am going to show you how I export the images that will go into my portfolio. Now we are inside Illustrator, which is the program that I use to create my patterns, in this case that I'm doing my portfolio for, and here you can see one of my patterns original and this is the task of the pattern to see that it works. As I said, I'm not going to edit this file and make changes in sizes or the main dimensions or anything like that. Instead, I copy this pattern to this, along with all of the other patterns that I'm going to use in my portfolio in this new document inside Illustrator. Now, as I said, you should export every image as a 72 PPI PNG. Let's take a look at the size of this artboard, which is around 300 pixels by 265 pixels. That is around four inches by three inches so you have an idea. You will say, well, four by three will work fine imagining my paper and the size of the image there so it should look fine. But the reality is that if I export this image in 72 PPI, it will look blurry because it will be too small. Let's export this image right now, as we traditionally do inside Illustrator. I'm going to export the first one. We will go to File, Export, Export as I will choose my Skillshare folder. I'm going to use my first artboard. I'm going to go write here, traditional-export. I'm going to export it. I'm going to choose 72. If I go to my folder, I can see here the image and this is a 100 percent, as you can see, it's really small. You can even see the artifacts that Illustrator makes to some images when you export them. It's not the ideal image to use that's why I choose to export them in a different way. You may ask, ''Well, why don't you make them bigger, the artboards and export them in a bigger size and then they won't look blurry?'' Well, you could do that. I can make these artboard four or seven times bigger than they are right now and export the image in 72 PPI and they will look fine. But the truth is that because I'm working with vectors, I don't really have to do that. Sometimes when you're working inside Illustrator, depending on your computer or the resources that you have in your computer, it can crash, it can take a long time, and it's just not the ideal thing to do, to have too many things in one document sometimes that can cause problems and the reality is again, I don't need to do that. This is, for me, the best way to export these images. I'm going to show you the way that I do it. For this export, I need to make sure I have selected the image that I want to export, the artboard must be selected and then I go to File, Export, Save for Web. As you can see here, the image, it's pretty small and over here you can see the size of the image is in pixels. What I want to do, and I know this is a standard, I want that the smallest side of my image is at least 1,800 pixels. In this instance is the height because this image is wider than higher so I want to write here 1,800 pixels. Now you can see here how it changes how the image looks. You can see that I augmented that percentage by almost 700 percent and you don't have to worry because again, this is a vector image and it will look fine no matter what. Over here you should choose PNG 24 to export. Transparency, if you have an image that have transparency, you should check that box. If you don't have transparency, like in my case, you can uncheck that or you can leave it check it won't make any difference. You should make sure that you have "Art Optimized" selected and now you're going to click ''Save.'' Again the I'm going to choose my Skillshare folder. I'm then going to write save-for-web and I'm going to save it. Now when I open, this is a traditional one, this is the Export for Web and this big image, it's 72 PPI. Save for Web, always export your images at 72 PPI. That is basically the reason why I choose to use Save for Web, because I can't have all of my images in just one folder in a small size, and they can export them in any size that I want without losing quality. That's the way that I export my images. That's why I always recommend using Save for Web whenever you're working with digital design. Your to-do for this lesson is to create a copy of your original designs, create a new document with the ratio that you want your portfolio images to be and export the images using the Save for Web. Once you have those, go to the next lesson to learn how to prepare your text for your portfolio. 7. Prepare the Text: You just prepare the most important asset in your portfolio, your images. Now, let's prepare your text. You should write down all of the texts that you want to be in the portfolio. For example, your bio, the story of the designs, or a case study. This will help you to have an idea of how much space you will need when laying out your portfolio. As we will see later in the class, InDesign would only allow you to place text directly from Microsoft Word. Of course, you can always copy and paste it. But if you're working with pages, for example, the Apple word processor, know that when saving your document, you can choose to do so in "File", "Export to", "Word". Select "docx", and click "Next". Name your document, and click "Export." Now your document is a Word document. Before you continue this class, write down your text and save it in Microsoft Word. Next, we're going to create your InDesign new document. 8. Create a New Document: In the past lessons, we establish our objective, plan our layout, and prepare our images and text. We're now ready to design a portfolio. If this is the first time using Adobe InDesign, visit, click on Creativity and Design and choose InDesign. There you can download the trial. It is always a good idea to go to system requirements. There you can see the minimum technical specifications to run and use InDesign in your computer, both for Windows and macOS. Not having the right specifications can cause the program to close unexpectedly and you may lose all of your work, and no one wants that. Once you have created your account and downloaded the free trial, you can now open InDesign. Now we are inside InDesign and this is the welcome page or the principal page that will open. Maybe if it's the first time, you will see a small window here, welcoming you or giving you suggestions of things to learn. Let's explain this window so you'll get familiar with it. We're now in Home, which is this space, it welcomes you here. It says Daniel because this is my husband's name, which is for this account. Over here you can see the most common sizes and presets that you can use. Here you will always have something to watch, to learn something new about InDesign, and here you can see all of my recent documents that I've been working with. If you go to Learn, this is the place to learn new things or specific things about InDesign. As you can see, you have a lot of tutorials, and you can even go here to and will prompt you a website with more tutorials. If you go to Open, obviously like any other program, you will get a window and you can look for a document, an InDesign document will open. If you go to What's new over here, this is probably the window that will open if you open for the first time, and it will show you what's new here, and you can just learn more and watch that. Over here you can see on your account info, if you click there, you can see your Adobe account and information and all of that. But if you go to Create new, which is what we're going to do right now, it will open a window just like this one, and here's where we create our document, what we're going to be working on. As you can see, you can have some tabs in the upper side area, which is are the saved ones that you can have saved when you're working in InDesign, and here you can see presets and layouts and templates if you're working for a print, if you're working for a web, or if you're working for mobile, they have standard sizes here that you can use. All of these preset details will be applied when you choose one of those presets. Now I'm going to go to Saved, and I'm going to choose this one that is called Legal, it's in pixels. I'm choosing this one because I saved it in my layout, I want my portfolio to be horizontal because it will be displayed on a monitor, and I want to use the most space possible in the monitor or the phone or the tablet if they use it landscape. If I design this in the traditional letter size, I will be losing space in the monitor, and I want to use all of this space possible. I'm going to use a horizontal orientation, in this case, a legal-size because it's wider. As you can see here, you can name here your document, I'm going to call it Skillshare-Portfolio. I already selected my size and it's set here, but here, if you're not familiar with pixels, for me I'm more familiar with inches because I used to work a lot with print material, so I'm really familiar with that and I prefer to have it set in inches. Here you can choose the orientation of your page. I'm going to move this over here and click Preview, so you can see what I mean about this. I'm choosing the orientation landscape instead of portrait. I can set here the amount of pages that I want my document to have, in this case, I know that my document is going to be seven pages. If you're not sure you can write whatever number you want, you can add pages later or delete them if you don't need them, so don't worry about that. Facing pages just means as if you were designing a magazine that you will have the pages together in the middle, in this case, we're not doing that because it's a digital portfolio and I want each page individual so I won't be checking the box. I want to start on page number one in this case like we usually do. Sometimes or some instances inside InDesign, you may want your documents start in another page, but that is for some specific things, but you should always, as a standard start in page one. Columns, you can set how many columns you want in your document, you can do that here. In this case, I'm going to leave it at one, and then I'm going to add the columns later because each page is going to have different columns. The margins over here, you can change that, and as you can see these pink and purple line is moving. I'm sorry, change to inches. This is moving. If you may want your margins to be that small or you may not want them to be that small, I'm going to live in at a quarter of an inch. The bleed over here, this use more for print documents. If you set a bleed which the standard is at an eighth of an inch, which is 0.125. You can see that over here it created a red line, that is a bleed. That means that if you're going to print this and you want your image to go all the way to the border with our white borders, you should place your image from, instead of placing it from the edge of the paper, you should use it from the edge of this red line, so when they cut the borders, you make sure that you don't have any white lines in your design. But in this case, again, we're working with digital. We're not using bleed, so I'm going to leave it at 0. This links works as any other program. If you have them together, it means that whatever you write here, it will automatically be set in all of them. If you have it unlink, you can set different values in each corner. The slug, this is a very, how would I say this. This is something that they use more for desktop publishing, and this basically, I'm going to show you to the left, at this space over here, and in this space, you can make notes, put things, images, a lot of items that you may need related to your work, and when you export this as a PDF, you can select to export your slug, and the person who will receive the document is going to see that information that may be relevant to them, so that's something that I have rarely, rarely if never used, so you should leave it at 0 if not you're working with someone who will said that's what it does. Now I have my document, all my presets are set, I'm going to click Create, and over here I have my document. I did a small mistake while recording and you can't see my seven pages, but we're going to add them later. Now what I want to do is save this document. I'm going to click File, Save As, and choose the place that I want to save it, and click Save. This is the first thing that you need to know. Well, basically, working with any program, you should always be aware that when you create it, you save it, when you do a big change of color or you choose your font or anything, save your document, because it is common for this program sometimes depending on the computer that you have, they may crash if they don't have the optimized space to work, and you should always save them. Adobe have this recovery system where they may show you most of the times your last changes, but sometimes it may not work, so I really, really recommend that every time that you made some change, you click Save, which you can go to File, Save, or you can click Command S or Control S if you're in Windows, and that's it. That's how you create your very own Adobe InDesign document. Before we dive into the next lesson, make sure to create your Adobe account. Download InDesign if you don't have it already. Create a new document, and very important that I said, save your new document. Let's go to the next lesson to explore InDesign workspace. 9. InDesign Workspace: Welcome to InDesign. In the last lesson we created our InDesign document. Now we're going to get familiar with a workspace. I remember the first time I opened an Adobe program. It was intimidating. Let's begin with the basics. As you can see, we're now inside InDesign. The first thing you may notice is that it may look similar to yours or not. Because there are different things that you can personalize inside InDesign. You should know that this can be changed inside, if you're in a Windows you go to File and at the bottom of that list it will just say preferences. If you're working with a Apple computer, you will go to the InDesign Word and go to Preferences and click there. Let's go to general. Here you can see many options. You have to set up things inside InDesign. If at some instance inside the program I do something and I use some guidelines and you see things that they are not in your program, you should probably go to the preferences and take a look at any menu similar to the issue that you're having and look there, maybe there is unchecked box that you need to check. Yours looks similar to mine. In this case, we're going to go to interface. As you can see, I have selected this gray, which is my workspace gray, you can choose a light gray, you can choose a medium light, a medium dark as mine, or a dark mode. When I first started working with InDesign, I used to use the really light color, because it was the default. But with the updates in InDesign they now allow you to change that. I'm so used to use the medium dark, so that's what I have selected. Just know that you can go there and change it to your liking. Now this is InDesign, as I said, and to the left, we have our tools. These are basically maybe you're familiar with them from other programs or Adobe programs, with this, you create and edit elements for your design. In the upper side you have the control panel. This changes depending on the thing that you have selected. In this case, if I select this cyan rectangle, you can see that here I can change the color or do some other things. If I select this text, then I guess I have the tools to work with texts. The control panel basically serves for the thing that you're working on and that you have selected in your page. To the right side, it looks very similar to the tools because I have them stack. How are the panels? The panels is where you update and change some things that you're working with in your document. You can have them open like this in whatever place in your document. You can group them like this, I have my pages layers and link group. You can stack them like here you can see only the icons. If you click these arrows, you can see more information. They still group, but they are not stack in the right area of the monitory. I prefer to work this way because I'm used to work this way. But maybe when you're starting, you're not sure what each icon means so it's just okay to work the way that you want. You can even rearrange this here. If you go to windows, you can see all of the panels that you can open and use. Something very useful for an InDesign is to save your workspace. Right now I have mine saved. You can go to Windows, Workspace and they have mine selected called Nayda. You can just create a new workspace and rename it once you have all your panels, placed in the order that you like and all of that and you can save it. Whenever you're working with other things, for example, I may be working with an e-book and they need some panels that I don't need. Well, I'm usually the sign in something digital and I open those panels and use them, then I don't want all of that mass of things. I just go to Window with the workspace, Nayda. My workspace will automatically change to all my settings. You can create several. You can create one for digital things, you can create one for print, for whatever you want. But just know that you can personalize all of the InDesign workspace for your liking and for your needs. You're now familiar with the InDesign workspace. Make sure to select your preferences and rearrange and save your workspace. Now, let's focus on the layer of our portfolio and how the pages panel plays a fundamental part in it. 10. Work with the Pages Panel: In the past lessons, you've got familiar with InDesign workspace. I was able to personalize it. As you learn, the right section of the InDesign workspace is called panels. It is where we will monitor and modify our work. A very important panel is the Pages panel because there we can set up the master pages. A master page is a non-printing page that you can use as a template for the rest of the pages in your document. Now we're inside InDesign again and we're going to open our Pages panel. If you don't see your Pages panel, you can go to Windows, Pages. This checkmark means that you have it open. We have it here. This panel, you can set it. Drag this corner and drag it as big as you want. You can go to these lines or the sandwich menu and click and go to Panel Options. Here, you can choose the size of your thumbnails, of your master pages. I'm going to set this one a little bit bigger just for the class and you can set up different things there. I'm going to click ''Okay", as you can see, my master pages, I can drag here. As I said, I created my document in seven pages. You can see here the page number. Over here, you can create more pages. It created after my first one because it was the one that I had selected. Or you can also delete pages here and I have my seven pages again. Here is where you can do all of that if in case you need it. But here we are going to be focusing on a master page and the master page is this over here. As you can see, we have one that says none, an A-master page. If you take a look at all for pages over here, you can see a letter A, which means that whatever I put in this page, let's make a rectangle here. You can see that now. Whatever I put in my master page, I can see it in all of my pages. If I don't want the page number 1 to have the A-master page, I just click and drag over, and you can see that a black rectangle was formed in the number 1 page and I drop there the none page. Then I have nothing there. But in this case, I'm going to click Command Z or Control Z in your Windows computer. Instead of creating something in my master page A, I don't want to be dragging and dragging to none to other pages because I'm going to create a master page that won't be in all of the pages. I'm going to create a new one. I'm going to go to the menu in the upper right corner and go to New Master Page. This is my master page B. You can change that. I always leave it with the letters that it prompts. Here you can choose its master is based on none, it's going to be a one page and the size and you can cause them some. But usually, you just create one exactly to your page because you want to create things the size of your page, all of them. I'm going to click Okay and because this is color blue, it means it is selected. I'm going to double-click in it to make sure that I am on my master page. Now here I can see it's my master page because I can't see my other pages, just to be sure that I am in the master page. Right now what I'm going to do is that I'm going to create a layout for my page with my patterns, which are going to be two pages in my portfolio. As I said and we did in our layout, I'm going to place five images. For that, to make sure that everything is aligned, I'm going to go to Layout, Margins and Columns, and I'm going to create three columns. I'm going to click Okay because I want to create this basis for my patterns, the same width, but I also want to make them the same height. Right now I could drag from the ruler. If you don't see your ruler, you press Control R on your keyboard or Command R. I could try, drag it to the middle, and all of that. But there is another way that you can do this more easily. You will need to go to View, Grids and Guides, and select Show Baseline Grid. Now you have a grid horizontally. What I'm going to do is I'm going to go to my tools in their left side and I'm going to choose the rectangle frame tool, or you can press the letter F on your keyboard. I'm going to select it. Now I want to create a frame with the same width of my column and I'm going to eyeball maybe here is the half of the page. You can see here an x. That means that this rectangle that I created, I'm going to place an image in it. This is different from a traditional rectangle, which is an object that I can fill with color or different elements. This means that this rectangle is going to have an image. Now I'm going to have it selected and press at the same time, Alt and Shift or Option Shift. In the Mac is Option Shift, in Windows is Alt Shift. Do you see how those two arrows show up? That means that I can drag from a click and drag and I'm making a copy. As you can see, I'm going to put some color in them so we can see easily. The below one is the blue and the magenta is the upper one. As you can see, this pink line is the border of my page that I have. I want to have my boxes to get up into that line, so I'm going to move the blue one. But as you can see, I have a lot of space here. I'm going to drag here and drag here. Now my boxes are the exact same size as you can see here. I just have one line in the middle of them because I want them to be exact. Now I know that I have my pink box in this size that I need them all to be. I'm going to delete the blue one and now I'm going to select the rectangle tool or you can press the letter M and your keyword no matter what operating system you're using. Now I'm going to create a rectangle. I'm just eyeballing this. I'm going to select black because this is a place where I want to write the name of my pattern later on. I'm creating this space right now so each page have them in the same place. Now that I have my space where I want my image and the space that I'm going to write in the size that I want, I'm going to select them all. Again, click Option Shift or Alt Shift and drag. Now I have the exact ones below the original. I'm going to select again everything. Again, Option Shift and drag to the right and set it between my column lines. Again, I'm going to do that. Now I'm going to delete this box because I know that I'm not going to be using there, and make sure you just have five images. Here, I'm going to put other things. Now I know that my patterns, I'm going to be in page 4 because my first page is the cover page, my second page is my bio, my third page is a cover picture. In the fourth page and the six-page, I want this layout. As you can see, if I change anything in the master, that changes to yellow, it automatically changes in the pages. Let's go to page 4, double click in page 4. But you can see that I can't edit this yet. But this is the way that you create a master page. Now we're going to create really quick one for my cover pages. In this case, instead of creating just a rectangle, I'm going to edit this image. I just created my rectangle frame tool, but I want a different shape. Now what I'm going to do is select the direct selection tool or the letter A. I'm going to zoom in so you can see better. Right now, this rectangle frame tool is not selected. If I go over, you can see a white square over there. If I click that, it means that I have selected, and now I can use my arrows. As you can see, it's moving, and I can move this frame. Whenever I'm going to paste an image, it's going to be inside that frame. Now I'm going to use my pen tool and I'm going to create a shape here that is not circular or rectangular or a square and this is something that I can put color in. I'm going to put black, but later all of these is going to change. This will be my cover page for my patterns. As you can see, every page with the letter A now have that master page. What I'm going to do is drag the none master page to all the pages that I don't want that master to be. That's the way that you work with objects in master pages and you create your templates. There you go. Now you have this structure almost ready. Before going to the next lesson, make sure to create as many master pages as you need. Create columns, place the rectangle frame tool and shapes, and place the master page to your document pages. Don't forget to save your document. Next, we are going to work with text. 11. Work with Text: In the past lesson, you set up your master page in the pages panel. You will now work with text in that same master page. You may ask, "Texts? In a master page? Well, my texts will be different in every page." Yes. You're right. What we will do is establish a word that text will go in each page. First let's [inaudible] three very important aspects of working with text. Kerning, tracking and leading. Kerning is a process of adding or eliminating space between specific pairs of characters. Tracking is the process of loosening or tightening a block of text. Leading is the vertical space between the lines of type. The common recommendation it has is that your leading should be from 4-6 points more than your text size. For example, if your text is 12 points, your leading should be between eight, 16, or 18 points. No more and no less. Still, this rule applies more to long body of texts. Short texts can have more than six points of difference. What I will say nevertheless [inaudible] unless it's a visual effect as far as the design. Let's go to the InDesign document and we'll apply all of these. We are back in InDesign and now I'm going to eliminate the color of these frames because I no longer need them and I'm going to go back to "View" "Grids and Guides" and "Hide Baseline Grids." Now I can see the things that you need to work with. First, I'm going to go to my first image in the upper left corner, and I'm going to select that text tool. You can see over here, you can press the letter T. In many other programs you just click and there you have your cursor, you can right there. In InDesign, you need to click and drag. There you have your cursor. What I'm going to write in here is collection name. Now I'm going to select the text. In InDesign when narrating the text I always prefer to select it. Because if you just have selected the frame, you can change the font. You can change the size, but if you're going to change the color or something like that, it will apply to the box instead of text so to eliminate all of the possible problems, I always prefer to select the text and as you can see, the control panel here just change for your texts options so you can go over here and select the font that you want, or you can go to the characters panel and select there also. I usually work with whatever is near from where I'm working on. Now I'm going to go to look for the font, caveat, dreams regular and I want, 12 points, I want that in that size. I'm going to select that again and go to the swatches panel and select the paper which is white. I'm going to place it in the rectangle and as you can see, I have this big box. I can just drag it to make it smaller or you can go to the contrary panel and look for this icon. You go over it says fit frame to content. You will click there and they will automatically fit your frame to your content. Now, I'm going to zoom in so you can see better what I'm doing. I'm going to copy this text as we have done in this class previously, I'm going to press "Option Shift" on my Mac. You can press Alt Shift on your windows. I'm going to drag and here, I'm going to write NC because my initials 001, because I'm going to describe this pattern as NC001-B because this collection is the bright one and the other one is the warm one so it's going to be W. I can differentiate and identify better my patterns instead of only the name. Because I have a pattern called reflective sun and I can have another one called Chinese sun, and it's so similar. But if I have a specific number for each one of them is better management for me. Now I'm going to make this text smaller and the way that I'm going to do it is my preferred way when I'm working with text, like a header and a sub-header, I like to go to my characters panel and go to the size drop-down and click on a where you can write. I'm going to write forward slash, which means that I am dividing this number, the 12 points by 1.618. I'm going to click, press "Enter." This is known as the value of the golden ratio. The golden ratio is a special number which is approximately equal to 1.618. It appears many times in geometry, art architecture, and other areas. You can do a quick research and learn so much about it. There is a whole world about the golden ratio. Whenever I use a header and a sub-header, and I divide sub header for the type size by the golden ratio, which is 1.618, I have a better balance of the two and that is because the golden ratio is known for that so that's a tip that I have for you. Now I'm going to select all my text for the description of my pattern and I'm going to change the tracking, which is this icon over here and the truck remember, separates or create space between each letter and we're going to set it to 100 and I'm going to put this in bold. As you can see here, this is a thing about this font, the Caviar Dreams is one that I use. The number 1 usually looks too far from the previous letter or number. What I'm going to do is going to work with the Kerning. In this case I'm going to set it to if I want to make it closer, I work with a negative. You will want to make move it farther. I'm going to work with positive here. I'm going to set it to 75. Press "Escape" in my keyword to take a look, maybe I can go a little bit farther to 100. Press "Escape", and now it looks more balanced. It looks like it belongs there and they'd have the same space. Now we have the same issue with the dash here. I'm going to set it to negative 100, and now it looks better. Now, I have this text ready, and maybe you want to take a look about how it's going to look your design without all of these grids and all of that. If you press the letter W in your keyboard, you will see the page with all the lines and the guides and all of that. Now I see how my texts will look. When I press again, and now what I'm going to do is that I'm going to select the Collection Name press "Shift", select the identification number and the black rectangle. Again, I'm going to use option Shift, click and drag over. I'm going to drag this to all of my black rectangles, and then I'm just going to remove the top black one because it's a copy and I have one one the back. Now I make sure that all of my text is in the right place. If I go to my page number 4, you can see that I have my text placed there. Another thing that I'm going to do because this is a portfolio, I want to have my logo and at least my website in each page that I have my patterns. I want to do this because maybe someone like my patterns, and they do a screenshot or they download a PDF that I will allow them to do, and they just print that page. They don't print the first page or the last page which is where all my personal info will definitely be. I want them to have this as a flyer or a separate page, but my info is still there and it won't be lost in all of their work. The way that I do this is that I'm going to, oh, I'm working, as you can see, nothing happens because I'm working in my page. I'm going to go to the master page, and I'm going to click and copy again with the Shift and the Alt. I'm going to change the color to black, and I'm going to write Collection Name By. I'm going to set this in the manual here, I'm going to set all caps, I'm going to select bold, and I'm going to change the tracking to 200 maybe, yeah. I click on the Fit Frame to Content to make that look cleaner. I'm going to make a copy, and I'm going to write my website. As you can see, it didn't fit in the frame that I have, I just have to drag a letter a little bit out and again it's fit. Now I want to place my logo. There are two ways that I can do this. As I said, you can place originals from Illustrator inside in this site. I'm going to do that right now just to show you that it is possible, I'm going to go to my folder to look for my logo. This is my logo. I'm going to double-click. I'm going to drag, you can see it is dragging proportionally to the shape of my logo, and there you have it. Now, if I go to my Links panel, if you can see it will go to Windows links, you can see that this is which means that this is an Illustrator document. The thing with this is that in this case I want to change the color of this logo and I can't do that here. If I go to the colors, look what happens. It changed the background and not the content. If I want to change the color I will have to go to the Links panel, click the little like pen which says Edit Original, and it will open your original in Illustrator. I will have to select it, let's change it to black in this case, I will save in, let's hide Illustrator and now it's changed. You can see that it's changed. But because I don't want to do that, have to be going back and forth I just want to select a color for my patterns. I'm going to delete this logo and instead, I'm going to go to my original logo. I'm going to click press "Command C" or "Control C" to copy it and go to InDesign and paste it. I'm going to zoom out so you can see better. You can zoom out by pressing Command or Control minus to zoom out or plus to zoom in. With Shift press, I'm going to drag to make it smaller, to the size that I want. Now you can see that instead of simple lines they have dash lines, which means that these are vectors. If I select the Direct Selection Tool and I click, you can see that these are vectors. If I select it and now you see I can change the color. Right now it's grouped. You can go to Object, Ungroup, and you can work with them individually and change color individually. Right now I don't want to do that. But as you can see I placed a vector here and now the color appears in my swatches panel. But it is CMYK. I'm going to double-click on it, I'm going to click "Name With Color Value". It's clearer to see, I'm going to change it to RGB and then click "Okay" and now this color is RGB, so is optimized for this work. I'm going to arrange these here. It doesn't have to be super perfect you can makes some changes later. I'm just accommodating this in a way they make sense to me. You can accommodate your things for whatever makes sense for you. Now I have my logo and mainly my website, which is the place where you can find everything about me, in every page that I will have patterns. Again, as you can see, it is in my page 4 and is in my page 6. I'm going to save this and that's it. You now officially have the canvas ready to design a portfolio. Make sure that before you go into the next lesson, you'll write down your fill text, place any logo or element that you wish to be repeated throughout your portfolio, and as always, save your document. In the next lesson we will place our images, text, and video. 12. Placing Images Text & Video: Once we have our document created and the master page templates ready, we can start to place our content. In this case, I will start with the images because it is our main visual element. We should always begin placing the biggest thing in the page. This will help us better use a space and organize our elements in a logical way. Now we are inside InDesign again and then on page number 4, and here we have the master page B placed. As you can see, I can't edit anything. But for be able to edit them, you will have to press "Command Shift" both of them at the same time, keep them pressed and drag over all of your page content. Release, and now as you can see, I can select everything in the page. As I said, I'm going to start placing my images first. I'm going to select the first frame and then going to press "Command D." That would be Control D on Windows. Now I am in my links folder for my portfolio, and I'm going to select 1-b-reflecting sun, double-click on it and it appeared there. As you can see, it is pretty big. If I double-click over the image, on top of the image, you can see the frame that is pretty big outside. What I'm going to do, I'm going to click outside now, click over one time "Control Zero" to zoom in. When you have this selected, over here in the control panel, you can see more feeding options. This one over here in this icon with the rectangle with the arrows going out, it says, fit content to frame. I'm going to click that one. That one's going to do exactly that. It's going to fit the content inside the frame that you have created. If I have the image selected and I'm outside, I have a black arrow. If I go over to this center, this circle, I have a hand handle. If I click and drag, what I'm doing is that I'm moving the image inside this frame. You can see the brown lines. You can double-click also and see the brown border. You can make it big, obviously this is disproportional. You have to press "Shift" in order to make it proportional. This brown line represents the size of the image in the page, but you can only see what is inside the frame. Now I'm just going to go back to the similar size of a frame and I'm going to click again, fit content to frame. That is perfect. If you want to increase the size of this pattern in this case, I will double-click pressing "Shift" and "Alt" to make the image bigger proportionally from the center and I will drag out to make it bigger if I want. In this case, I'm going to leave it to the size that I designed it. That same way, I'm going to go to the second frame, "Control D" and I'm going to select 2-b-Caribbean arches and again, I'm going to click fit content to frame. I'm going to do the same thing for my other pattern, and so on and so forth. This is the last one and now I have all of my patterns in place. You can press the letter "W" in your keyword, and now you can see how it is looking. Now I'm going to edit this text and I'm going to write the name of this pattern which is Reflecting Sun. This is the right number for this one and I want to change the color of that rectangle. I'm going to go to my tools and I'm going to select the Eyedropper tool. You can also press the letter "I" in your keyboard. I'm going to go over to my pattern and click over this turquoise color. Now, that is the color for my rectangle. I'm going to press "V" to go to my selection tool. Now I'm going to do the same thing for this one. This one is Caribbean Arches. As you can see, the text didn't fit but I couldn't see the box because right now I'm in preview mode. I will have to click again "W" to see the box that says that there is extra text that is not visible right now. I'm going to make it bigger. We're going to click over here, fit frame to content and this one, it's number 2. Remember that we change the kerning in this for number 1. I'm going to select my text, go to the characters panel, and I'm going to change my tracking to zero. Now everything is the right way because number 2 does not need that treatment to look more balanced. In my selection tool I selected the black rectangle. I'm going to press the letter "I" on my keyboard and select the color green. As you can see, I am changing all of my colors and text for this page. Let's take a look at the master page B. You can see here I still have my originals and everything still looks the same. Let's take a look at the page 6, which also have the master B placed. It's still the same layout. It's not changed because when I press the "Command Shift," I release that page from the master. It still says B but whatever change I do here, even if I move this pattern over here, that one change in the master page, or on any other page that I have this master page applied, it will only change on this one because I already released it from there. It's not locked anymore. But you will say, "Why then do I create the master page?" Well, because I am using the placement. So everything in page 4 and page 6 looks in the same place even though they have different things, because I like the continuity about that. You can do the same thing with this text. You can change the color. I'm going to select the Eyedropper again and use this gold. Select the My Website, and use this gold. For this, I'm going to use the turquoise and you can continue to select the colors that you want and edit the text. I'm going to continue selecting the colors so I can show you something. After you have all of your colors selected, you can change this later. I'm going to select all of my rectangles which are in different colors. I'm going to go to my swatches panel, I'm going to click in the menu over here, and select New Color Group. I'm going to say this is my Bright Collection. I'm going to click, "Okay". Now I have all of my bright colors here. If I want to use those colors in other pages to give life to other elements, I can use the same color and have consistency toward my portfolio. For now I'm going to stop working on this. I will later change things and keep editing. I already showed you how to place images. I'm going to show you how to place text. I'm going to go to my second page in my portfolio and this one have no master page applied. I'm going to create three columns and click "Okay". Now I have my column. This is only happening in page number 2. I'm going to press "Command D". That's our default shortcut in InDesign to place images, text, video, whatever. I'm going to go to my folder to find my portfolio text. Here I have my Word document text. Over here you can see the pages, the one from magnet I explained to you in previous videos that you can save as a Word document. I'm going to double-click on my Word document and it says that I am missing some fonts. It doesn't matter because I'm going to change the fonts anyway. As you can see, I have my clipboard, I have the text there. It's going to be placed wherever I click. I'm going to click in this corner over here and now my text is placed. But in this case I'm going to use two columns to arrange my text. As you can see here, I have some contact info. I'm going to cut and paste that elsewhere. It's going to be in this column. Now I can select this and change the font here to Caviar Dreams Regular and now I have my font placed. Now you know how to place your images and text so far. I'm going to design this a little bit and to make it look more finished and then I'm going to come back to show you how to place a video. Now, using the techniques that we have learned so far, I edit my text, I added some more texts, icons as a vectors as I showed you, and they have accommodated my first page of the portfolio. Now I'm going to place my video in this area over here. Then I'm going to place it the same way that I have done already, "Command D". I'm going to select my video, click "Open", and now as you can see the same as texts, I can see that I have a video in my clipboard. I can click and it will go big and I can rearrange it or I can click and drag to this space more or less that I wanted. As you can see, my frame is bigger than the video area. I'm going to click "Fit frame to content" and we're going to accommodate. You will say, "Well, there's nothing there, there's no video." We have to select your video, go to Window, Interactive, Media and this is the Media panel. Over here you can click "Play" and you will preview video. This is a short video around one minute, which is why I recommend, don't do a 10-minute video, you're going to use it in your portfolio. It's just a short and sweet video just to show yourself, to humanize this digital portfolio because we're now so used to working with digital things and people far. We don't have a face to things. It's a good idea to have something warm and familiar there. If you're not placing a video because it's not your choice, you can place a picture of you, but always put something to give the human touch to your portfolio. Over here, as you can see, I have my video, different charts, and I have different options here. Play on the Page Load. I won't do that because I want the person to actually play the video because they are in a place that they can listen to it and they are available to listen to it. I don't want it to play in a loop either. Over here is the poster frame, which is the image that is going to first appear on your video, like the YouTube cover picture or something like that. The thumbnail. In this menu, I'm going to click on "Choose Image." I have an image I have designed. Over here you can see that it says Play video and my picture. Over here you see that it says Previous Spread:EPUB, you're going to click there, that's going to open another panel. Over here you can see the actual page, how it's going to look. You're going to click "Play" and there you go. There's your video. That's a way that you test it. I'm going to press "Command S." I have saved my document, and that's it. That's how you place text, images, and video on your document. Now, with everything you have learned so far, finish the design of your portfolio. Go ahead and unlock your master page elements, place your images, texts and videos, and change your colors. In the next lesson, you will learn about adding interactivity to some elements. 13. Add Interactivity : Our portfolio design is ready. Using the same principles you have learned through the class, I designed the rest of the portfolio. Now, we're going to add some interactivity to our cover and some content. We're back in design. As you can see, I have finished the design of my portfolio. I have placed all of the texts. Whenever I like it, we place our video in the last class, I place the image in our cover page, I change the colors, I place this image, I change the text. All of the things that I have teach you apply in all of these pages. Here I have my cover picture, is just my brown color and my logo. I have my logo grouped every element and now we're going to add a little animation. We're not going to go too crazy because we don't want this to look as a PowerPoint. We did 10 years ago with all of the bell and whistles. We're having our level selector. We're going to go to Window, Interactive, Animation, and over here you will see something similar to PowerPoint. Maybe you're familiar with it and over here we have different presets that do different things. Here you can see a preview of what they do, Fly in from left, right write, and things like that. I'm going to choose Grow because I just want my logo to do a bit of zoom in the page. The duration, you can set it here. We're going to set four seconds because that will make it slower and it's going to play one time, is not going to be on a loop. You can change that here. Also, you can change the speed and many things here. You can play around with all of these effects, but remember, don't go crazy. I would only work with the seconds of duration of the effect. Everything else pretty much I leave it as it is. I don't want anything crazy. I'm going to go to Window again, Interactive, EPUB Interactivity Preview. This is the panel that we saw previously. I'm going to click "Play." You can play around with it, changing settings here to see what they do. This is basically what I wanted to do, just to storm in my logo and then happy with that. I'm going to close this window, close this panel, and now I'm going to move to the next page. What I want to do here is work with my links here. As you can see, I have my website and a little icon of a website, and it's important that you have them grouped. This Instagram logo and my handle are not grouped. You should group them. You just select them and press command G. Now I'm going to right-click over my website, go to Hyperlink, New Hyperlink, and over here I'm going to write my website address and I'll click "Ok" and that is down here. I will look for my Instagram web address and do the same thing over here with all of this and I will do the same thing in this last page with all of these other web addresses. Maybe in email, I will leave it as it is. They can copy and paste the e-mail, but every other social media and website, I will add a hyperlink. You can also add a hyperlink to this. In this section, I like presents the the collections. I can group this, command G, right-click and go to Hyperlink, New Hyperlink, and instead of linking to my URL, I'm going to link it to a page. I want to go to my page number 4, which is where my bright summer days wallpaper collection is. I'm going to click "Ok". Whenever I publish this and I click on top of this, it will instantly go to my page number 4. It's like a table of content or something like that but I wouldn't call it a table of content because this is such a sharper folio and a creative portfolio. I find that table of contents are more suited for long products like books, magazines. But our portfolio, it's so short that people can go through that. It doesn't make too much sense to have a table of contents. But because it's bad, because this is an interactive portfolio, whenever people go through it and see the mouse changed to a hand, they will know is a link and they will click on it. I will not right click over here to go to the collections because I want them to go through all of the collections and also because as we will see in the next lesson, you can have the option for people to download this interactive portfolio and some of these features as we're doing it, we're doing it on that polish online. Maybe won't work for normal PDF, which is the ones that they will download. They won't download an interactive PDF. Maybe those won't work. I don't want to write here, click here, if they download a PDF, it won't work. I want to be savvy about that and know that they will have a print version of the PDF, not an interactive one, which is the one that all of these features will work. The other thing that we can add interactivity to is a photo that will take a viewer to a video hosted outside of InDesign portfolio. In the last lesson, we'll learn how to place a video inside InDesign itself. When you publish online your document with a pleased video, it will look great in Google Chrome and Firefox. Or for some Safari users in macOS, the page with a video can take longer to load making the experience of looking at your portfolio different from one user to another. Let me show you what I mean. Right now we are in Google Chrome. I'm going to reload my portfolios and you can see from the beginning and here I have my first page. As I go to my second page which is the one with the video, you can see that I can see the page as it should. When I am in Safari, I'm going to reload again this video. You can see the first page and when I go to the second page with the video, it takes a little bit longer to load and look as it should. Honestly, I don't think this is a major issue. I strongly believe in the power of humanizing your portfolio by adding a video. But I want to show you another way to include a video in your portfolio that will not affect the loading time of any page in there. First, you will need to upload the presentation video to a streaming service of your choice. In my case, I chose YouTube. As you can see here, my video is unlisted. What this means is that only the people that I share the link with can watch the video. I will copy the link of this video and go back to InDesign. Here, as you can see, I have redesigned my page so it works with this scenario. I have placed a picture using the same rectangle frame tool but in this case the Ellipse Frame Tool which made circles or ellipses and I place a photo there. I added a stroke to each image. You can do that in the Stroke panel. You can add the weight there. I created a circle using the ellipse tool and I use the Pen Tool to create this white triangle. I also wrote click Play to meet me so it's obvious that it's a video and then as you can see, everything here is grouped together so it works. Now, what I'm going to do is I'm going to do a right-click, go to Hyperlinks, New Hyperlink, and in this page, I will link to a URL. I'm going to paste my video URL and click "Okay." Now, I'm going to go to Window, Interactive, EPUB Interactivity Preview. Over here you can see, then I click "Play." I'm going to click over my video and as you can see the video open in YouTube. You can place this in Vimeo or any streaming service that you prefer to work with. That's another way that you can place videos in your portfolio. We're almost done with our project. Before we go into the next lesson, select the elements that you would like to add some interactivity and add hyperlinks to select the text or images. Next we are going to publish [inaudible] a portfolio, emulate, and learn about analytics. 14. Publish Online & Analytics: We have designed the portfolio and now it's time to publish it online. We are here in our portfolio again in InDesign. As you can see, we have all of our elements, just placed, everything is designed and finished. Then we're going to go to File, Publish Online. This window will open. Over here you can see all of the different options that you can select. Right now I'm going to select Publish a New Document but if you want to update a previous document with the same name and information, you can just select this option. I'm going to leave the Publish New Document just to show you and you can follow me along. I'm going to name my project Skillshare Portfolio. I'm going to write a brief description of the document. I'm going to choose pages, all. I want all of my pages to be published. I want to export as a single instead of a spread. I want to allow viewers to download the document as a PDF. I would love for the companies, who I send this portfolio to download my PDF and save it and share it and print it because that shows that they are interested. I want to live this option available now. If you're going to share this in your website in other place, even in the Skillshare project section, I suggest that you uncheck this box because there is no need there for people to download a PDF because over there we're only sharing for viewing experience and to enjoy their projects of each other. This other box says, hide and share and embed options in the published document. I'm going to leave it unchecked because I don't want to hide it right now because I want to show you how that looks. But you can also decide to hide those options depending for whom you are sending this to. You have to be savvy and protect your work. But these are interesting options that you can have. Now, we're going to go to advance. Over here, you can choose a cover thumbnail. You can choose that for the first page. In this case, I have chosen page Number 3, or you can even upload a different page, different cover picture. We're going to leave it that chosen page Number 3, and over here the format, I'm going to leave it automatic, resolution, standard, image quality, high, and everything as it is Adaptive (no dither) and all of that. Then I'm going to click "Publish." Depending on the size of your document, it can take longer time or be faster. You just have to wait. Now we have the Publish Online exporting window. It has the uploading document progress bar, and you just wait for it to be published. Now our document is published. This one there, you can click here to view your document just right away or you can copy this URL to share it with people. You can even share it on your socials that works. You can also visit the Publish Online Dashboard. In this case, I'm going to go to view document. Here I have my portfolio. As you can see the first page with a little animation. Then we have our video. You can play it to test it. It's working. You can check your links, make sure that everything is working properly and go through your portfolio, and make sure that everybody is where it needs to be. Now, I'm going to go back to InDesign. I'm going to close this window. If you want to find your dashboard to look for your portfolio, you have to go to File, Publish Online Dashboard, and it will open a window, and this is my portfolio. If I want to see it again, I just click over it and I can see it. If I want to see some analytics, I can go here. If I want to share it, I will click here and I will get the link and then I copy, open a new window here, paste it, click. There's my portfolio. I know that this is a private link, this is not public anywhere. The only person that is going to access your portfolio is the one that you share the link with. This is a really cool feature. You can go to these arrows and go to the embed option. You can copy this text and paste it in your blank page, in your website and you can embed this portfolio there and people can see it. You can imagine with all the skills that you'll learn in this class, how you can rearrange things to work for your portfolio in a public or private space. That's something that you can really take advantage of. You can play around with sizes and different options here and also you can delete your portfolio. I want to show you now the analytics. Right now, you won't see anything because I haven't shared this with the world. But once you have shared this, I will say that I will create a portfolio personalized for each client. Let's say I'm going to send it to company A, I will save it portfolio for company A and I will send it. If I want to sell it to another company I will say, send it to company B. That way, these analytics are really specific because if you go and look for the analytics for company A and you see zero views, you know they haven't seen it and you have more information to work around, maybe call them, maybe send another email. But if you see one view or many views, you know they have seen it. If they have not answered, you can follow up and say, hey, I send you this and that and you can work around that information. But as you can see, this is pretty powerful because you can see the number of people that have seen it, the number of readers, this means that the number of users that have viewed your publication. This is the number of times your publication has been seen. So maybe one person, one way they have seen it multiple times, five times, or maybe one way they have just seen it one time. Or maybe you have 10 views and two readers. Maybe someone shared with their boss or something like that. The average rate time, you can know how much time they spent there. You can know if those who have seen it in a desktop, a tablet or a mobile. As you can see, this is pretty powerful and this is the main reason why Publish Online is such a great tool. You have a lot of creative elements to work with, but also the capacity to follow up in an intelligent way with the people that you are sending this to. The one for your portfolio is saved by the Skillshare portfolio, just like I save mine and share it, and there you can also see how many people have seen it in Skillshare. That's cool to have that kind of information. Now going back to our portfolio, over here, you can see that you can change different options, domain, full screen and this is the place that the thing that we unchecked in the settings, this means that anyone who received this portfolio can also share it. That's why I will select that to be hidden. I won't allow that. But I will allow to download a PDF. But keep in mind that this PDF will be a print PDF. It won't have all the interactive elements, neither the video because this is a surrealist simple PDF. You may think, well, if it doesn't have the bell and whistles, why would I allow them to download it? Well, because at the end of the day, creative directors or your prospect clients, they know what they like and for what they like it and they won't really care if the PDF doesn't see the video they will go back to see it. They just want if they download this, correlations because they love you. Also, that means that they want to keep your documents and they want to go back to them and the important thing is that your work is there and that your information is there and they're going to contact you back anyways. Now let's go back to our dashboard and here I'm going to click on the "Share" button. I'm going to copy this and I'm going to go to my email and I'm going to select this. I have a draft already done, and I'm going to select this. I'm going to create, insert a link and I'm going to paste that link there. I'm going to click "Okay." Now when I send this email, people can click here and they will see the portfolio. This is a really nice way and professional way to share it. Congratulations. You have now created your professional portfolio. Your to do for this lesson is to publish online portfolio, send it via email and later visit the analytic sections to track any changes. Personally, I will publish a portfolio for every client, as I said before. That way I can make it better use of the analytics and know specifically which prospect client have seen my portfolio. Also is what I suggest that you do for this class project. Publish it online and name it Skillshare portfolio or something similar. For this project, you will need to allow us to download it or embed it. So uncheck those boxes. Then create a project in the projects and resources section, name it, add any image that you will like. Write, view my portfolio here, select the text and click on this small link icon, pasting link, and save it. I will love to see your beautiful portfolios. Feel free to ask for feedback or any suggestion you may have. See you there. 15. Troubleshooting InDesign: Our design is done. Congrats on this milestone. Before we end this class, I want to teach you how to troubleshoot some basic errors that you may found after finishing your InDesign project. Now I have copied and pasted this document with missing links. I'm going to open this. Adobe InDesign say, this document contains 16 links to sources that are missing. You can find or relink the missing links using the Links panel. You are going to click "OK." This is what we talked before in some lessons. That you should have a folder with your links and your text and not all over around the cloud, and the hard disk, and your documents. No, you should have it in one place. In this case, because we move this document from place is saying that the links are lost. Now I'm going to open my Links panel. I'm going to go to View if you don't see them, I'm sorry, to Windows, Links. You have your Links panel. Over here you can see question marks is saying this is missing. I'm going to go and click on top of one of them. I'm going to look for the place that I have my images. I'm missing here Caribbeans arches white. This is this one. This is looking for that image that is lost. Now it says, you know what, I have found all of the other links there, I'm going to click "OK" and now they are all updated. Whenever you're loosing an image, you can find it through the Links panel. The other thing that may happen sometimes is that let's go to this page. This image is called reflecting sun, I'm going to go to that image here and I'm going to change it to reflecting moon. Now I have another lost link. I have a question mark here. If I go to our Links panel it's saying, this image, you need to relink it. I can't find it anymore and then I'm going to double-click or go to this icon over here. Because this is not the same name in different ways. This is the same place with a different name. That's another thing that can happen. You're going to go and double-click on this same image in the same place but with a different name, you're going to double-click. Now, it's relinking, if you change name again or move it to another place this is what is going to be happening. But whenever you see a red dot here or over here in the bottom, you see errors, you're going to click this arrow. Go to Preflight Panel. This panel will prompt you errors. Maybe it's a box that have text and you can see all the text you need to expand that box. Any error that InDesign says that you have something to fix, it will be here. It will be in red over here, and it will say that they are how many errors. When you open the page, it will say, which page is that error, for example, let me change again another arches let's say bridge. Now again, there's another error. Here you can see the Preflight panel, the links, missing links is in the page before. If you double-click you select the image, you go again to the link, will be here and double-click the image and it's fixed. You have to keep these things in mind. That's what I said at the beginning of the class that organization is really important. This may also happen with text. In this case, I'm not going to delete my text because that will create a bigger problem. But basically you will be prompted a window and you will be given the option to substitute that text or just open the document. As it happens to me before, and just change the text, selecting the text, and choosing another font. That's how you fix the most common problems inside InDesign. What if you want to print this document? If the client that you send this downloads the portfolio and print it in an office printer. Well, first of all, congratulations. As I said before, they loved you. It will probably look okay, decent. Keep in mind that these people are experts in their fields and know all the nuances of our monitors, papers, and printers. That's why Pantone is a standard for this kind of job. Now, if you're going to print this portfolio for an event, or you're going to be sharing pages or the full portfolio, I strongly recommend that you will design this portfolio intended to be printed by a professional print shop. The first step is to research your provider and ask for specifications. It is a standard to print in CMYK, and not RGB as we design here. But some online providers will use other technologies and ask for the document in RGB. As a summary, you need to work in CMYK not RGB as we started here. Your images need to be exported in 300 ppi, not 72 or 150, and you need to add and work with bleeds. Now, whenever you find any of these issues in InDesign, you know how to solve them. 16. Conclusion: We have now reached the end of this class. Through this class, you have learned to plan your content, got familiar with Adobe InDesign, worked with "Master Pages", created columns and shapes, placed text, images, and video, added interactivity and hyperlinks, publish online portfolio, learned how to work with Analytics, and finally, learned how to solve common issues in InDesign. That's a lot. Congratulations, you can now put into action your dreams. Remember to share your project with the community so we can all support each other in this process. I invite you to watch my other Skillshare classes related to design. You can find them in my profile. Thank you for watching. See you in the next one.