Transcripts
1. Introduction: Hi, I am Dan Scott, and I have teamed up with
the brilliant designer, Carol mechanic for this
InDesign Essentials course. It is the best in design course on the planet.
You're gonna love it. InDesign is everywhere. It's behind the books and
magazines that you read. It's behind brochures,
menus, forms, and all the other documents you interact with
every single day. And while it doesn't
get the attention or the glory that Photoshop
and Illustrator often do, InDesign is where all of
those things come together. And once you understand
how it works, you'll see why it just might be the coolest tool of them all. My name is Carol Putinich. I'm an author, educator, and designer who has
spent decades geeking out on all things Adobe and
helping creatives like you. Turn confusion into confidence. In this class, we'll be
learning real world in design. So instead of just
thinking short term and learning the minimum
required to get the job done, we're going to be learning
how to build documents that are flexible
and easy to manage. Together, we'll build a
portfolio worthy collection of real world document, starting with a simple
event flyer and working our way up to a
12 page magazine layout. Packed with the
kinds of must know features and
techniques that pros use to build
documents that don't just look good but
are also well built. We'll also create fillable
and interactive PDF forms and even a multi format
social media campaign. Each project introduces and
reinforces key concepts for working with text and
images from how to use Styles, text wrap and Anchored
Objects to clipping path, dropcast and automated
tables of content. When we're done, you're
going to have a portfolio of real world projects
that you can be proud of. This class is for everybody, whether you're brand
new and you've never opened in
design in your life, or maybe you poked around a
little bit and thought, Nope, maybe you're someone who
knows enough to be dangerous, but you still feel like
you don't truly get it. Either way, you're
in the right place. All you need is in design. The free trial will
work just fine. An adventurous spirit and a willingness to click on stuff. This isn't about
memorization or drudgery. I mean, it's designed, not Excel. Am I right? It's about fun. Discovery
and empowerment. So, jump in. The water's fine. And let's go.
2. Getting Started in InDesign: Yay. You are here. Welcome. And thank you
so much for joining me. We are going to have
a fantastic time. Before we get started, let's take a quick
minute to talk about the course files because you're definitely going to
want to download those. So there is a link somewhere on this page or within the course
where you can grab those. And then make sure that
you unzip the zip file. And on the inside, you're
going to find a very tidy, if I do say so myself. Tidy collection of
project folders, along with a color swatch file. That's the one with the
dot ASE file extension. There's also an in design
shortcut cheat het. So if you are someone who appreciates having
a visual reference, feel free to print it out and stick it up someplace handy. And, I mean, if you
really love it, you could frame it, and, you know, it can
double as wall art. So there you go.
Eat your heart out. Now, in addition to
the course files, you're obviously
gonna need design. So if you don't already
have access to it, you can download a free, fully functioning
trial from Adobe. Just know that last
time I checked the free trial was
only seven days. So if you're someone who appreciates having
a little fire under you as motivation to keep working your way
through the course, then you're going to be all set. Now, I'm going to be working in a completely default
design workspace. So I will show you the preferences that I like
to mess with as we go. But at any time, if
you just want to reset your ensign and get
back to those defaults, all you have to do is
relaunch the software while holding down a very
secret key combination. Are you ready for this?
Okay, Windows people. You're going to hold down
Shift Control and Alt while you relaunch in design, and then just keep
holding it down. Mac people you're going to hold Shift Option command
and control. So Windows people
hold down three keys. Mac people are
holding down four. And then click when you
see the little pop up that asks you if you actually do want to
reset everything. Okay. Lastly, I just
want to remind you, this is actually a recording. I mean, I am live with you
in spirit in the moment. But this itself is actually a recording,
obviously, right? So that means you can rewind it. You can slow it down. You can speed it up. Whatever
is most useful to you, we are going to be covering
so much stuff in this course. But the pace that we move
at is totally up to you. So don't be afraid to adjust the playback
however you need to. So there's a little cogwheel
in the video player down below somewhere where you can
click and adjust the speed. Alright, so I think
that's about it for now. Take a minute to prep all the course files and
get yourself sorted, and then meet me
in the next video, and we will be ready to rock.
3. Kickstart Project - Mantra Poster: Alright, so here is a little peek of what
we're going to be making. It's a simple little
project that will cover a whole bunch of basics of creating an in
design document. So let's fire up InDesign, and the first thing you
see might look like this, or perhaps it looks like this. Either way, we're
going to come up to the file menu and
choose new document. Over here on the
right hand side, the default unit is PCAs, and we can talk about changing all of our preferences later. Right now, choose
whatever unit you prefer. I'm going to work in inches, and I'm going to build a
document that is vertical. So the width is going to be 8.5 " and the height
is going to be 11. If you want to use
this mantra poster as wallpaper on your phone
or another device, you can also set this to pixels and then enter
those dimensions here. We can leave everything else as the default down under margins. I'm just confirming
the default of one half inch and everything
else can say as is. We'll go ahead and click Create. Then first thing
we're going to do in here is place an image. So we'll come up to
the file menu and choose place and you're going to want to
navigate to wherever you saved the files for this course. Once you get in that folder, you will see a folder
called Oh one Kick Start. So inside that folder, there are two
images that you can choose from for
your mantra poster. So I'm going to choose
this colorful one, and we'll make sure Show
Import options is not checked, and go ahead and click Open. You'll see that this
gives us a loaded cursor. So it's ready to
place the image. We just need to create the frame that it's
going to go in. So let's come up here
to the top left margin, and we're going
to click and drag down to this bottom
right margin, but you'll notice
that the frame is locked to match the
proportions of the image. So to unlock that, just hold down the Shift key, and now we can drag a frame that fits perfectly
within the margin. And keep holding shift while
you let go of your mouse, and that will drop the
image in just like so. So you can see that when we
unlock those proportions, we're unlocking the
proportions of the frame, but we're not messing
with the image. So don't worry that you're
going to distort it. So InDesign has placed that
image within the frame, but you can see that
it is still scaled, so it didn't reach all the
way to the edges here. To fix that, we want
to change the way that that image is fitting
within the frame. And for right now,
the easiest way to do that is going to be in
our Properties panel. So this should be
open on your screen. If it's not, you
can find it from the Window menu
under Properties. But down here under
frame fitting, we have a number of
little shortcut buttons, and we can just go
ahead and click this first one right there. That tells in design to fill the frame with the
image proportionally. All right, so this is
looking really good. Next, we're going
to add our text. To do that, we'll need to draw a text frame with the type tool. So you can press T on your keyboard to
grab the type tool, or you can come over here to the tool bar and find the
letter T right there. So with the type tool selected, we're just going to come in
and click and drag a box, maybe like about like that. And you'll also
notice over here in the Properties panel that
you can choose a font. So, I am going to
choose Montserrat. But you can use anything
really that you want. Helvetica, aerial, impact, all those will
work great for this. Something Sanseraf that
has a thick weight. So I'm going to choose
Montserrat black. So it'll be nice and heavy. Then we're going
to come make sure our cursor is
active in this box. I'm going to click to put
the cursor back in the box, and I'm just going to type, it's not an I'll hit return
a disaster period. It's a hit return
again, draft period. To convert all of
this into caps, let's go ahead and
select all that text. And over here in that
Properties panel, under the character settings, you'll notice that there are
these three little dots. This is going to give
us additional options. So let's click on those
three little dots. And here we can see all
these little buttons. And this very first one
here if we click on that, it's going to convert
our text to all caps. And now we can scale
this up also in the properties panel right
here is our font size. So there's a number of
presets we can choose from. I'm going to just go with 48. And we can see that
that's a little too big because now it broke
into four lines, and we want to keep
that just three lines. So I'm going to tap
the down arrow key here to just nudge that. And yours might vary
depending on how big you drew your text frame
and what font you're using. But I'm going to set this to 47 points so we can
maintain our three lines. Next, let's select
this top line of text. And go back over here in
the properties panel, and we want to increase the
size of the top line of text so that it fits across
the whole text frame. So rather than hitting this
up arrow a bunch of times, if we hold the shift key
down and tap the up arrow, it will jump in ten point
increments at a time. So I'm going to hold down Shift and keep tapping
until I get it close. Now, it's almost
filling the width. So now I'll let go of
the shift key and just keep nudging until it reaches. So for me, that's at 104 points. Yours might vary slightly. Alright, then we're going
to do the same thing for this bottom line of text. So I'm going to hold
the shift key again, tap the up arrow bunch, and when I get
close, we'll let go. I'm at 121 points, but if I do one more, we see that it
actually disappears, which means it is too big to
fit in the text frame now. So we can drag that
to 121 points. If we need to make the text frame a little
bigger, down at the bottom, you can switch back to
the selection tool here and you could just
drag the frame a little taller if you need to. Finally, we want the spacing between the second
and third line of type to be about the same as the spacing between the first
and second line of type. So to do that, we got to make
sure we have our type tool. So we can highlight this
whole line of text. Let's come over here to
our Properties panel, and this area right here, this controls our leading, which is the spacing
between lines of type. So to reduce it, we're going to click
the down arrow button, and you can see we're
just slowly nudging it. Just like with font size, if we want it to move
a little faster, we can add the
shift key and tuck it up there until it's close. I'm not going to worry about
trying to make it perfect. But we can see that
that looks much better. And finally, let's make
all of this text white. So we're going to click and drag across all of
it to select it all. And over here in the Properties
panel under appearance, we'll see that
there's a T for type, and it's telling us that this is the fill color for the type. So if we click on
this little T icon, it'll pop up our swatches panel, and we can change it
from black to paper, which will make it white. Lastly, under the paragraph
alignment down here, we can click to center it. It probably won't
change it much, but for those of us
who appreciate that, now it is centered. All right, to get out
of this text box, let's go ahead and
press the escape key so that gets our cursor out of there and switches us back to our selection tool from
the top of our toolbar. And now we can drag this so that we see our purple
smart guides popping on. That lets us know that this
is centered horizontally. To center it vertically, we need to first snatch up
the bottom of the type frame. To do that, we can
double click right here at the bottom center node. Now we see it snatches on
up to the text itself, and we can position this up or down until we see those
smart guides kick in, letting us know that
this frame is centered. To really make this text pop
and increase the contrast, we're going to make use of
blend modes in in design. Yes, believe it or not, InDesign can work with blend modes, similar to how Photoshop does. Before we change the blend mode, we have to tell in
design what kind of color space we want the
blends to happen in. We can do that from the
edit menu by choosing transparency blend
space and changing it from document CMYK
to document RGB. It's going to look
like nothing happens. The next step is
where it shows up. We're going to want to
open our Effects panel, so we'll choose Window, effts. Here all we have to do
is change this dropdown from normal blend
mode to exclusion. Then we can actually just close this panel, and that's it. Now, this white text actually changes color by interacting
with the graphic behind it. You can see here in the
middle where it's orange, the text is a brighter
shade of blue than on the outside of the edge
where it's a dark blue. And if you placed that black and white graphic
instead of this one, then you will see an
entirely different look. So if we were to
move this around, you can see that the text
color will actually change. If we drag it off onto
the pasteboard here, it just looks white. So this is a cool little trick that works when
the text is white, there is something of
contrast behind it. And we're in an RGB
transparency space setting, and we've changed the blend mode to exclusion. So don't worry. If this all feels like
a lot of gibberish, it'll all make more sense later. For now, let's save our work
by going to file. Save as. Since I'm going to save
this on my local machine, I'll click on your computer. And I would suggest we make a folder to store all of
these saved files in. So, wherever you want to
put it, I'm going to make a folder called finished
work we'll hit Create, and we'll call this mantra. Under format, we'll choose InDesign document
and click Save. If you love this so much,
you want to make it a PDF and share it with a friend, go to File Export. For format, choose Adobe
PDF Print. Hit Save. Don't worry about all of
this wild looking stuff. Just come up here under
Adobe PDF preset. Choose high quality
print and hit Export. Finally, if you want to
put this on your screen, let's go to File Export. And this time, choose JPEG or Ping click Save either
one that you choose, you'll see very
similar options here. We're going to make sure
we're exporting all pages, which is really just one. And under image quality, we can choose maximum,
the resolution. We could also set to
any number of things. But if you have built
your document to be the size that you need
your wallpaper to be, then it should just be
fine to leave it to 72. We want this in RGB color space, and we'll click Export. All right, my friends, if
we go to our folder now, we can see here is our
in design document. Here is our PDF, and here is our pink.
How cool is that? You already made your
first in design project. Now, to make more sense of all
of the things we just did, let's dive in with the
rest of the course.
4. What Exactly Is InDesign?: Now that you've done
the kickstart project, you've had a taste a little glimpse of
what InDesign can do. So at this point, sometimes people start asking
questions like, so, okay, but why InDesign? Like, I could have made
that poster in Photoshop. So let's have a
little chat about it. What is InDesign really, and how does it fit into the
rest of the Adobe ecosystem? That's a really great
question. So at its core, InDesign is layout
software, right? It's used by pro designers to build all the kinds of
things we've talked about, like books and
magazines, catalogs, and other longer, far more complicated documents
and publications. So there's definitely some
overlap with other Adobe apps. For example, you could
make a flyer in Photoshop. Or Illustrator or InDesign, or even something like
Adobe Express or Canva. And any one of those tools would be pretty okay for a flyer. But when it comes to
multi page documents, InDesign is in a
league of its own. So if you think about building
a catalog or a yearbook, I mean, you could maybe pull it off in
Photoshop or Illustrator. If your life depended
on it, but Wow. I would I would not be fun. So it would kind of
be like trying to write a novel using
the Notes app on your phone or washing your
car with a squirt bottle. It might technically
be possible, but once your project gets bigger or it needs
more structure, you're going to
wish you had a tool specifically built
for that task. And that's what
InDesign really is. So while Photoshop is built for pixel
based image editing, an Illustrator is built
for vector artwork. InDesign is where you put all
of that together with text. So it's kind of like
a big old mixing bowl where you combine images
and graphics with text in a systematic way with the goal of creating
robust multi page layouts. And now you know,
thanks for the chat. Hope that was helpful, and I'll see you in the next video.
5. Your Design Brief: All right, friends, are you
ready for your first client? Allow me to introduce you to the Random Project generator. So there is a link here in your project guide to the
Random Project generator. And when you get
there, you're going to see all these different
courses on the left. You're going to find
in design essentials, and then just follow whatever instructions and
click Generate My Project. Then you're going to see a one
of a kind brief giving you background on who your client is and what they
are looking for. So here, in my case, you can see that the client is a Chic Letterpress
studio in Nairobi. It's called Hillside
Letter Press Studio. It's a well loved pillar
of the local community. And this is what
they're looking for. Their vibe is very chic and reflects their specific low cal. So yours is going
to be different, and that is part of the fun. Everyone's is different.
And that way, no two people in
the course will be approaching the projects
from the same angle. And also when
everyone's finished, their portfolio pieces are
going to be different. It's pretty slick, right? Now, you might be
tempted to come over here and hit retry until you get something that sparks an idea or just feels
like it would be easy. But in the real world, that's not how it works, especially when you're
just starting out. So don't shy away
from whatever you get just because it
feels unfamiliar. Ultimately, the briefs are all going to be pretty
similar anyway. They just have a few
different variables in the mix. Whatever you do. Don't click Retry
more than twice. Okay? Do not click
it three times. I'm just going to
put that out there. Alright, so when you're ready, you can download your
brief as a Ping file, or you could copy
and paste the text into whatever other app might make sense where you want to
save it for easy reference. When it comes time to find images and other assets
to use for your projects, my two suggestions are to
check out stock.adobe.com, and you'll have to login
with your Adobe ID. And then down here, by default, this is set to all, but they have a
massive collection of images and video
and all kinds of things that you can
license for free. So, for example, for
this Letterpress studio, I would come in here and search the free collection
maybe for Letterpress. And I'm going to
start to see all of these images that I could
use in the project. So over here on the left, you can filter for the kinds of things that
you're looking for. And then, you know, just
have fun exploring. And when you find an
image that you like, you just hit Download, and that will actually add it to your Adobe account for free and download
it to your system, and then you can use it. Another source that I really
like for images is Unsplash. It's just unsplash.com.
Here again, we could search for Letterpress. And here we see a bunch of additional Letterpress
images on Unsplash. Of course, a lot of
what they have is free, but they do also have
some paid stuff. Up here under license, you can just switch
from looking at all of them to just looking at
the free collection. So between the free
collection on Adobe Stock and the free collection
here on Unsplash, you should have an
easy time finding plenty of great stuff you
can use for your project. When it comes to fonts, if you are a Creative
Cloud subscriber, you have access to GazillianFons
here at fonts.adobe.com. So you can search for
whatever you're looking for, and then all you have to do is click on a font that
you're interested in, and then you can just
click Add family, and it will actually just
add it to your system, and you will see it in InDesign. Sometimes it takes a
minute, so be patient. And of course, you
have to be signed in. Another option is
fontsquirl.com. So these are all free fonts that are available to
use for commercial work. So this is a great resource. And one other one
that I really like a lot you just have to be a little more careful to
check the licensing, but defant.com is
also really great. What I like to do is
when you are searching, let's say you're looking
for a typewriter font. That might be good for
a Letterpress studio. Once you're in the area of where you are
looking for fonts, you can come over here and filter for public domain fonts, 100% free fonts or free for personal use since you're just using this for
your own learning. It's not for a real
world client just yet. And then when you hit Submit, you can see we've got 11 pages of totally free typewriter
fonts that you could use. And then you just click
over here to download it. So here, this one,
this is kind of a fun, different typeface. So I'm going to click
and download that one and then to install it, it comes in here
as the zip drive. So I'm just going to
unzip it and open it up and we see it is a true
type font right here. So all I have to do to
install it is double click. And I'm on a Mac, so it's going to open up my little
font book app, and I would click Install. On a PC, the process
is pretty similar. You basically just unzip the
file and double click it, and it should automatically
add it to your system. So that's it. That's
your first client, and let me tell you they are so excited to
be working with you. And I just wanted to make sure you didn't hit retry
more than twice, right? Don't do that. Alright. So before we move on, we should talk about
the brief that we're going to be
doing in this course. So my brief that we're
going to do together is for a bold and spicy plant shop
called hot sauce Botanicals. They're a bold and spicy indie plant shop known
for bright colors, bold decor, and
statement making plants. They're looking for a
whole bunch of new things, including an event flyer,
a trifle brochure, a fillable PDF form, a
promotional magazine, and a social media
campaign template that reflects their
bold and spicy style. So I know I'm up
for the challenge, and I know you are, too, because that's
why you're here. So we're going to work through this brief together
in the course, and I think we're gonna
have a pretty good time. With that, I think we're
off to a great start.
6. Understanding the InDesign Interface: All right, friends, here
is a peek at what we're going to be building
in this section. But before we do that, we need to get a lay
of the land so we know our way around and we feel comfortable
in the workspace. So when you first launch it, you're going to be looking at a screen that probably
looks like this. Adobe calls this the home
screen or home page. We can get to the
actual software by clicking the little in
design icon right up here. This brings us into
the workspace. If for some reason you want
to get back to that homepage, that's what this little
house icon is all about. So you can click on that
and we're back here. So let's get into the workspace. Now, yours might look different. That's okay. The workspace
is completely customizable. So I just want to show you a few things to keep
in mind and know. And then as you go, you can change the workspace
to be however you like it. And that can evolve over time, and that can also vary depending on what
you're working on. When I say workspace, I'm talking about how everything is arranged
on your screen. The workspace
consists of panels. So that could be the toolbar. It can be this properties panel. I have a pages panel here, a CC Libraries panel. However these things
are all arranged, that's what we call
the workspace. And if we comp up under the window menu and we
come down to workspace, we'll see there's a list here, and I've got a few
extras because I've created and saved some
of my own workspaces. But by default, InDesign opens what is called the
essential workspace. So feel free to
move things around, make a big mess, test
out different things. And if you panic and
get a little lost, you can always come
back down here and choose reset essentials, and that will reset
everything back to the defaults for
that workspace. So how do we move things around? The panels themselves can be moved by just dragging
the name of the panel. If you click and hold
and drag it out, you can pop the panel
out of the dock. So this area here is called the dock or
I call it the dock. So panels can be clicked and
dragged out of the dock. So you'll notice I
have one dock here, one column of panels. And then there's the
skinny little column right here because each of these docks can be collapsed to be a skinny
little column like this, or it can be expanded
like this one. So, for example, I
can collapse this by clicking on these little
double arrows right here, and now it's collapsed. And I could even shrink
it down more if I drag this bar here. I
could shrink it down. So instead of looking at the tab with the
name of the panel, instead, each panel
gets its own icon. So if you're really
wanting to free up space on your screen, you can collapse these columns. But then you got to remember
which icon is which column. So that comes with practice. We can also move things around. Like, I have two columns here, so I could expand this one, or I could drag this
icon into this column, and now I just have one column. So maybe people like that. And you can see that the
history panels down here. So it's like two
rows in this column. But I could also take
the history panel and drag it up here. And if if you notice this
blue box around the panels, that means if I let
go, now they're all nested together
in a single column. Okay? So bottom line is
you can move panels, and you can make columns, and you can collapse
them or expand them. You can pop them out, so they're
free floating like this, or I could take this
and drag it in here. Maybe if I put it down below, now I'll have two rows. And then we can just close the whole thing down by
clicking those arrows. So that's a little bit
of a look at panels. You should also note that
each panel has a menu. For example, the History
panel right here has a menu. That's what these
little lines are. Some people call this
the Burger Menu. If you click on that, you see options relating to that panel. The History panel
menu is different than the pages panel menu. So if you ever hear me say, go to the Pages Panel menu, you go to the Pages panel
and then you go to the menu. The other thing to know
just about panels is that if you're ever looking
for one that you can't find, it almost always lives here
under the window menu. So this is just a
list of panels, and you'll notice
that some of them have multiple additional panels. So there's multiple
panels related to type and tables, for example. So that's basically what's
here under the Window menu is panels and different
workspace options. So, for example, if we go to Workspace and we
choose advanced, now things look a
little bit different. So everyone works a
little bit differently. Some people change workspaces depending on what they're doing. I personally don't. I just move things
where I want them. So let's go back to essentials. And you see, now we're back
right where I left it. You'll notice it's not
the default essentials. It's the one that I just made by dragging my
libraries over here. So it remembers that. If you want to get
back to the default, you got to come back
to Window and then choose workspace and then reset. Essentials. Otherwise,
it remembers any customizations you made to the panels while
you're in this workspace. If you get your workspace
set up just how you like it, you can also go to Workspace and click New Workspace,
give it a name. Like, in this case, I called
mine Cara, real Clever. And that way, no matter what
mess of things I've made, I can jump back to my saved
system anytime that I want. A couple of other
things I'm going to point out while we're here, let's go over to our tool bar. Here on the left. Some people like to
move it to the right, so you could do that
if you like that. But I do like mine to be in a single column instead of
this two column situation. So I'm going to click this
double arrow right here, and that will collapse it
down into a single column. The other thing that I think is really important, but again, everyone's different
is I like to have my settings and control panel options up here at
the top of my screen. And for whatever reason, Adobe doesn't do
that by default now. So let's go to the Window menu, and I'm going to turn
on my Control panel. So this is where I'm
going to be doing a lot of things because
that's just how I like it. Most of the things
that I'll be doing up here also exist in
the Properties panel, but the Properties panel gives you a lot of
these controls, but it's more limited than
what you get up here. So, personally, I don't use the Properties
panel very much. So you'll see me
working up here, but if you love the Properties panel,
you can use that, too. Alright, up here
under menu items, we've got all kinds of things. I just want to point out
that you'll notice a lot of these commands have these
codes right over here. These are the
keyboard shortcuts. So as we go, I'll call out a lot of these that we
use a lot over and over. And they're just
here for reference. So if you find yourself doing
something over and over again and you want to be
faster at it, you can see, Oh, here's how I edit
in story Editor is Command or Control on
a PC and the letter Y. So these are here
if you need them. And also, if there's
something that you do a lot that doesn't
have a keyboard shortcut, you can come down here to keyboard shortcuts and you
can actually create your own. So that's just something
worth knowing. And finally, let's take care of some settings adjustments,
some preferences. So we're going to go up to
InDesign preferences on a Mac. On a PC, it's under
the edit menu. Somewhere down here.
I'll say preferences. Another way to get there is to press command or control and the letter K. If you change
your preferences a lot, that is so handy. All right. Let's go down here
to units and increments. By default, InDesign
works in PCAs. So for this course, I'm
going to be working in inches for both horizontal
and vertical settings. But obviously, depending
where you are in the world, you may prefer any
number of other options. I should point out
that when we're making these changes to
our preferences, you'll notice we're doing
it with no open documents. And that means that
the changes we make will apply to everything
going forward. If you change your preferences
with a document open, then you're generally
just changing the preferences for that
document. All right. Go ahead and click Okay. To make sure we're all working with
the same color profiles, let's just go to
Edit, color settings. And I've got mine set to North America
general purpose too. You'll see there's lots of
different options here. But if you're ever
working with a printer who tells you to set
things a certain way, this is where you can
find some of that. So take a minute,
explore the workspace, play with panels, make a mess, and then go ahead and
reset everything. Make sure you feel
comfortable here, and I'll see you
in the next video.
7. Working with Color: Let's talk about color. First thing is, let's
open our colors panel, like all the panels,
nearly all the panels. It lives under the window menu. So we're going to
choose Window color. And we've got several
options here, but let's open up swatches. So here is a look at our default color swatches,
not terribly exciting. You'll notice that
there's something here called registration, and it looks like black, but it's called registration. This is something kind of
special that's used in a printing process that can really get screwed up if
you use this as black. So to kind of just maybe avoid using this when you
mean to choose black, let's grab the
registration swatch and drag it down and
drop it at the bottom. So you're less likely
to reach for it. So what do we have here? We've
got some default colors. You'll notice they're
all CMYK colors. We know that because we can
see the CMYK values here, and this little icon means
that it's a CMYK color. So you'll see here in a minute
that InDesign can handle CMYK colors and RGB colors all at once in the
same document, and it's not a big deal. The colors can all be handled, converted, sorted, whatever you need when
you are exporting. So try not to get caught up in worrying about
this too much. Other than those colors,
we do have black. We have paper, which is white. Even though we're not
talking about white ink, we're talking about the paper, which is generally white. But if you were printing
something on purple paper, then anything that you've
applied the paper swatch to would just appear
the color of the paper. In that case, purple. And of course, we have none. When we're talking
about colors in design, they can be applied to
objects or containers, or they can be applied to text. So this is where we designate what we're trying to effect. And here's where we can specify either the fill color
or the stroke color. So we'll learn more
about that later. For right now, let's
load the swatches for the course so that they are available here in
the Swatches panel. One way to do that is to come up to the Swatches panel menu, and we'll come down
here to load swatches. When that pops open,
go ahead and navigate to wherever you saved
the course files, and you'll notice that
there's something called hsbswatches dot a. You're going to select
that and click Open. And you'll see that these
colors get added here, and these are RGB. And we know that because
this icon shows red, green, and blue, although it
is hard to see, isn't it? So we've got this
tiny little icon versus this little icon, which represents CMYK colors. Why do we have these
different kinds of colors? Generally speaking, CMYK colors are meant when we're
talking about ink on paper. It's cyan, magenta, yellow, and the K is for
key, which is black. So generally, we use
these colors for print. And RGB colors for things that are going to
be displayed on a screen. But don't get too stuck on that because there are
conversions for all of this, and all color profiles and
everything can be converted or assigned when you export
your finished pieces. So the bottom line is InDesign can handle it. Don't
worry about it. I make documents all the
time for print and screen that contain CMYK
and RGB colors. So I kind of want to say it's not as important
as it used to be. When in doubt, you can always
chat with your printers. For right now, we're going to happily let all of
these colors coexist. I do want to quickly
just reorder these. So I'm going to click on
this color down here, the pink one, and shift
click on the more red one. So these are all selected. And then I'm just
going to click and drag up here till I see this line just
below the black swatch. And then when I let go,
we've reordered them, so these are at the top because those are the ones
we're going to be using. We can also put color
swatches in groups. So just to clean up
our swatches panel, I'm going to select the
group of CMYK swatches. So again, just click on the first swatch here and
Shift click the last one. And with all of them selected, I'm going to click
the folder button down here to put them
in a color croup, and we can double click
to rename this defaults. And we can close that folder so we don't
have to look at it. Of course, we can always add our own custom
swatches at any time, and we'll learn more
about that later. And since we know
about panels now, let's arrange this maybe
a little differently. So we've got this text
to image panel here. I'm just going to
click and drag that out so I can close it. I don't want that on my
workspace right now. Now I've just got
my swatches here. You can drag it
wherever you want it, but I kind of like
it right there, so I'm going to
leave it and just collapse it down so
it's out of our way. So now we've got our
preferences set. We've imported some
color swatches. And I'll also point out
that because we imported those color swatches
without any documents open, those swatches are just going to be like there all the time now. Unless we delete them, they're going to be part of our default. So that is a great thing
to do if you've got brand colors or
just colors you use a lot is to load them into your swatches panel
with no open documents, and that way, they'll be
there for you all the time.
8. Setting Up a New Doc: Let's go ahead and set up
our new document, shall we? We'll come up to the file
menu and choose New document. You'll see the keyboard
shortcut is Command or Control N for future reference. In this new document space, we have some tabs over here, including one called Print. If we click on that,
you'll see some presets. So because I'm working in inches here in
the United States, my presets include US letter wide and US Letter,
in this case, tall. We've also got a
bunch of templates and cool stuff down here, and of course, you can create your own presets, et cetera. For the sake of learning, let's come over here and make sure that we are
working with inches, and we want our width to be 8.5 " and our height to be 11. So we can either type
those in or because the dimensions in here are correct and we just
want to flip flop them, we can also click this little
orientation button so that our document is tall
instead of wide. Down here, we can
specify the number of pages we want our
document to have. We're going to just stick
to one in this case, and facing pages means that
if we're going to have a document that has a spine
like a book or a magazine, and we want to have a left
page and a right page, we can turn on facing pages. In this case, we don't. We're just basically
making a flyer, so we can turn that if
we keep scrolling down, we'll notice some
settings for the margins. By default, it's
just a half inch, and that's fine for right now. Down below, you'll notice this area called bleed and slug. If we twirl that open, we can see that we've got
a bleed of zero right now, and that's fine
for this document. We will learn more about
working with bleeds coming up. At this point, I usually
just click Create, but I've had people point
out to me in the past. Why didn't I name it? So we can actually give our document a name right
from the get go if we want. So we can go ahead
and call this flyer. That looks nicer than
having it, say, untitled. And then we can come down
here and click Create. And with that, we are
off to a great start.
9. Placing Images & Graphics: Our flyer is ready for an image. There's a lot of ways
to place images. For now, we're
going to come up to the file menu and choose place. In our course files folder, we're going to be working in the Oh two flier folder,
so open that up. And you'll see this image
here of these leaves, courtesy of a fabulous
contributor over at Unsplash. Again, we don't need
import options on, and we'll go ahead and click OP. So when we are
working with images, you can either draw the frame first and then place
the image into it, or you can go grab the image, and then InDesign will give you this loaded cursor that you can then use to draw the
frame to hold the image. So just like we did
with our mantra poster, we're just going to come
up and drag this out to fill the area
within the margins, and you'll notice that, again, it is maintaining the
proportions of the image, and we want the frame to
have different proportions. So to unlock that, we're going to hold the
shift key so we can make it stick right within those
margins and let go. So when we place images
and graphics in InDesign, they consist of two parts. We have the frame itself so you can see here that I'm clicking and
dragging on this little node, and that is adjusting the frame. So we can drag the frame. In this case, I've made the frame bigger
than the picture. So the picture stops here, but the frame keeps going. So we can adjust the frame, but we can also adjust
the image in the frame. So we could, for example,
let's come up and grab these corners and drag
the frame like so. So in this case, you'll
notice we adjusted the frame, but the image within
it did not adjust. If yours did come up here
in your Control panel. Again, the control
panel was enabled from the window menu by putting a
check here next to control. And up here in the control panel is this option for autofit, and we can talk about
that in a minute. But right now, I've got it off, which is why I'm able
to adjust the frame, and the image doesn't move. It just sits there
in the frame and the frame adjusts around it. We can also adjust the
image within the frame. One way to do that is to
double click on the image. You'll notice I've got the selection tool active up here at the top
of the toolbar. And when we double click, you'll notice that instead of
the blue frame that we had, we're now looking at
this rust colored frame. So this rust colored frame represents the
actual image itself. So we can see the image is
much larger than the frame. If I double click
again on the image, now we're looking
at the blue frame, and if we double click, again, we're back to the rust frame. So with that rust
frame selected, I can click and drag
and you'll notice we're moving the image around
within the frame. And we can also scale the
image within the frame. So if I want to make
the image smaller, I can hold down the
Shift key and drag inwards from one
of these corners, and the image will scale
within that frame. Okay? So it's really
important to know that frames and the images
within them are, in fact, two separate things and they can each be
adjusted separately. And you can toggle between
them by double clicking to control the frame or the
image within the frame. Another way to let
go of the image here and just get back to the frame is to press
the escape key. If we click away from the frame, so just click in an
empty area on the page, you'll see that we
deselect the frame. We know it's
deselected because it doesn't have those
little nodes anymore. That allowed us to
change the size. And you'll notice
with it deselected, if we hover over it, we're seeing this funny like
doughnut in the middle here. This is called the
content grabber. And this allows you to just kind of quickly
without having to get in here and select the frame or select the image
within the frame, you can just come
over here and if you grab the content grabber, so I'm going to click
and hold it gives you quick access to the
image within the frame, and then you can let go and
nothing remains selected. It makes it really
easy to just swoop in, grab this and reposition
it within the frame. If you start to find this troublesome because it
almost makes it a little too easy to grab the contents when you just meant to pick
up the whole frame. So if you don't like
this content grabber, you could turn that off
from the view menu, surprisingly, under View extras. There is an option to
hide the content grabber. So I'm actually going to do
that because I find that I grab the content far
too often by mistake. So I like to have more control
over which I'm selecting. So I'm going to hide
that, but if you like it, you can leave it
on, or maybe you just don't know if
you like it yet. So leave it on if you
want to find out. I'm going to go ahead
and turn that off. Another way you can
switch between the frame and the content
is with the tool. So the selection
tool up here will select the frame for you unless you double click,
then you get the content. But if you have
the frame selected and you want to
select the content, another thing you can do is just press the A key
on your keyboard. That gives you the
direct selection tool. And then if you click
with that tool just once, you will get the content
within the frame. Okay, so lots of different ways to get in here
and switch between them. Don't worry about memorizing
it all right now. The important thing right now
is just to understand that any graphic or
image that you put into InDesign is going
to have a frame, and then it's going to have
the content within the frame. So that's the key takeaway here. The other thing
is that there are some buttons that can help us control how these things
relate to each other. So earlier, I mentioned
the autofit option. And it looks like
it's off now by default because I've
reset my preferences, but it used to be on by default. So either way, you can
toggle it on and off really easily on a case by case basis depending
how you like to work. So if we come up to this top
right corner, for example, and we pull it up like this, you'll notice the image did
not scale with the frame. So if we undo that and we enable autofit and come
back and do this again, now the image is
scaling with the frame. So depending what you're
doing, you might like that. The only way you'll know is
to play with it and see. But for the purposes
of this course, I'm going to go ahead
and turn that off. There's also these
buttons up here, which will tell in design how we want the content
to fit within the frame. And there are keyboard
shortcuts for this stuff, but just so that we see if we drag this frame bigger
than the content, and then we're like, I just want the content to fit
in this frame. Most of the time, the
option that you'll be looking for is this
first one right up here, and all of these
are proportionally. It's never going to
distort the image, so you don't have to
worry about that. So most of the time, this is what you'd probably be wanting. So if we click on that, you'll notice that
the image just snaps to fill the
frame proportionally. And if we double click, we can see that there
is a little bit of an overhang of the image up
here and down at the bottom. And that's great, because
we want this frame to be, let's say, this size, and we want it filled
with the image. Then we could decide if we
want to come in and maybe drag it down so that all of the
overhang is at the bottom, or we want to drag it up so that all the overhang
is at the top. So we can make those types
of compositional choices. So, over time, you'll
get used to these, but just know that
they are there. And then, of course, we can also just scale the image,
how we want it, make sure that when you
are scaling the image, you do want to hold shift to avoid squishing it like that. So for right now,
I'm going to zoom out a little bit so
we can see better. So zooming in and out
is done by holding the command or control
key on your keyboard, and then tapping the
minus to go out, you can see the more
times you press it, the more you zoom out or Command or Control
plus to zoom in. So I just kind of
wanted to scooch back a little bit so I can see
the whole document here. And I'm going to drag
the frame so that it's, like, something like this. And if I want to
take both sides of the frame and drag
them inward together, you can hold the
Alt or option key. And you see that, then
it'll scale both sides in at the same time. So
that's kind of nice. I'm going to go ahead and
center this by just dragging it until I see those purple magenta lines
coming on the screen. That tells us that
this is now centered. Those are our Smart Guides. If you don't see them,
come up to the view menu and choose
grids and guides, and then make sure there's a
check next to Smart Guides. I think I might bump
this up a little bit. So something like this on the bottom and the sides,
and that looks great. But we're not done yet.
We're going to get fancy, so buckle up, and I'll see
you in the next video.
10. Understanding Links: One of the things
that makes working with images a little
bit different in design than what you might
be used to is the fact that these images are not actually being embedded
into the document. They are actually being linked
to their original location on your hard drive
or your network drive or wherever it is you're
pulling the image from. Can embed graphics
when it makes sense, but by and large, most of the time, you are
working with linked images. So what we're looking at here is just a proxy of the
file on our hard drive. And all of these things are
managed in the Links panel. So let's open that
up and take a look. So again, panels live
under the window menu, so we're going to go
to Window and Links. Now, mine added itself to this
little flyout panel here. So I've got, again,
my two columns, and one is fully expanded, and the other one I've got
collapsed down to icons. And I kind of like
this one this way. So I'm okay with
that. So the icon for the ink panel is inks. And you'll notice that it
came along with a friend. I brought along the
Layers panel with it. This is the icon for
the Layers panel. So you can switch between
them by clicking on the icons or clicking
on their tabs. So they came in here as
buddies, and that's fine. In fact, I might drag
the swatches up to be there with them
because it's kind of nice to have those
three things together. So to do that, I'm
going to click the Swatches icon and just drag it till we see that it's
joining this little group here, and when I drop it, now they're all three in one little nested
group. Very cute. Alright, but let's focus on
the Links panel right now. So here in the Links panel,
we can see the name of the file and what page
it's been placed on. And we'll learn more about
how to work with Links later and how if the link
gets broken, how to fix it. But for right now,
just know that because these images by default
are not embedded, if you go to share
this file with a colleague or a
friend or whoever, they're going to get an
error when they open the file because they
will not have the image. They should still
see the preview, but it's probably going to
be really pixelated and they wouldn't be able to
properly output the file. So there are ways to
handle that when we go to export things and
we'll talk about it. But right now, just know, every image that you placed is not embedded in the
InDesign document. It lives on your hard drive. That also means that if you go what I like to call
behind InDesign back and you move this file
or you rename the file, then InDesign is going to get confused because it's
keeping track of it. From the location
where you placed it. So you can see here if I hover, it's showing me the
file path to this file. You can see it's in
my documents folder, in my Bring Your
Own Laptop folder. So if I went and dragged
this file to my desktop, for example, then I'm going to get a missing link notice here. And we'll see later
how you fix that. It's not a big deal, but you just want to
know how it works. So we'll take another
look at that later. But for right now, that's just the basics of how
links work in design.
11. Image Resolution Basics: Let's talk really quickly,
too, about resolution. So back here looking at that
links panel one more time. You'll notice if we come
down to the bottom and we twirl open this little carrot, we can see more information
about the links. One of the things we can see
here is the color space. So we see this is an RGB image. Again, not a problem, even if you're
outputting this to CMYK. But down here, a little lower, we see what says actual
PPI and effective PPI. So this is talking
about pixels per inch. If you're not singing
this down here, come up to the Links panel
menu and choose panel options. And then there's a list of all the things that you can tell InDesign to display here in this bottom section
of the Links panel. So you just want to make sure, I've got a check here next to actual PPI and effective
PPI, and click Okay. So this just means
that the image, like, as it sits on our hard drive, has 72 pixels per
inch. That's normal. Even the most Hiras images in the world come out of the
camera at 72 pixels per inch. But if you are familiar
with how all of that works, there would be a lot
of inches, right? So, ultimately, there's
a lot of pixels in here. And if we scroll down
a little further, we see the dimensions. So the total dimensions
of this image is fine. We've got a lot of pixels. So this is not a problem. The most important
thing to keep an eye on is the effective
resolution, right? The effective pixels per inch. And in this case, that's a
value of 319, which is great. Generally speaking,
for quality prints, you want that resolution
to be 150-300. So this does it. That means that at
this size on our page, the resolution of this
image ends up being 319. So, for example, if
I scale this down, and here's another
good tip to know, if I want to scale the image and the frame on the fly
at the same time, I can hold command or
control and shift. And then if I click and drag in, you'll notice I can
scale them together. And when we do that,
when we make it smaller, we're taking all
those pixels and we're cramming them
into a smaller space. So if you think about
like balls in a ball pit, if you have a giant ball pit, the balls are going
to be shallow, right? But if you make the ball pit smaller with the same
number of balls or pixels, then the number of balls
that you're going to have in a certain given
area is going to be higher because they're crammed tighter together in
a smaller space. So you can see that the
effective resolution just shot through the roof, and now it's over
500 pixels per inch. So this is not something you really have to stress
about these days. Digital cameras are so high res, it's almost It's almost
too much, honestly. And you don't really
get bonus points for an image being over
300 pixels per inch. You really don't get any
additional benefits from that. So this is really just
here, for your information. But honestly, I pretty
much never look at it because it's pretty
much not ever an issue, at least not in my work. Another thing that you
can know that might bring you peace of mind is later
when we talk about exporting, I'll show you how to pre
flight your document, meaning that before
you send it off to print or send
it to the press, whatever, you can establish certain limits that you
want it to check for. And one of those things
is effective resolution. So you don't have to
get hung up on this, but it is nice to know, so I wanted to point it out here and now you know how it works. And knowledge is power. So ya.
12. Working with Corners & Strokes: All right. Let's get this image properly set
the way we want it. So I'm going to drag the frame. If we want to scale the image within the frame
at the same time, the keyboard shortcut, again, for that is command on a Mac or control on a PC and shift. So I'm holding those keys down, and then I'm going to scale
this to maybe about here. And again, I'm
going to center it. There's that guide to
center it horizontally. And now I'm just dragging
it up a little bit. So that the vertical space at the bottom is similar to the
space here on the sides. Again, if you want
to make the image fit nicely within the frame, you can come up here and click this little button to fill
the frame proportionally. And there's also a keyboard
shortcut for that. We'll learn it later. It's kind of a handful, but it is great to know. So here we're going to talk
about corners and strokes. So right now we've
got this rectangle, right, with four corners. But one of the things that's
really cool in design is that we can also change the corners and we
can change them all, or we can change them one
at a time and individually. And the way we do
that is by clicking this little yellow
square right here. So I'm just going to click once. And you'll see now we've got
four little yellow diamonds. So they look like
this on each corner. And if we grab any one of those four yellow
diamonds and we drag in, we get rounded corners, which is pretty cool. But what I actually
want to do is just round some of the
corners, not all of them. So to do that, we need
to add the shift key. So I'm going to hold down shift, and then I'm going to
drag the same corner, and I'm going to drag it in
until it won't drag anymore. So it's going to stop when
it gets to the center. And then I'm going to
continue to hold Shift, and I'm going to drag this
guy all the way in like that. So now we have this cool arch. And again, we are making all these changes using the
very top tool at the toolbar, called the selection Tool. The keyboard shortcut
for it is V, or you can also just
hit the escape key. It's kind of like
InDesign move tool if you're familiar
with Photoshop. Next, we are going to add
a stroke to this frame. There's a lot of different
ways to do that, but let's come up here
into my favorite place, which is the Control panel. Again, under Window control
if you're not seeing this. This is one of those
things that you can often also do in the
Properties panel. So if you have your Properties panel open,
you can see it here, too. But you'll notice we
have two options. And right now, they both have this little red line through it. So that indicates that this
frame that's selected right now does not have a
fill nor a stroke. So this one is the fill. This one is the stroke. So let's say we want to apply
a black stroke to this. We can click the little
carat right here to pop open another little mini
version of our Swatches panel, and then we'll come down
here and just select black, making sure we're not
choosing registration. So we just want regular black, and we can click away
to dismiss that. Now, we're not going
to see it really well if we click
away to select it and we zoom in with Control
or Command plus plus plus. We're just not seeing
it really well because it's really quite thin. So we can control the weight of the stroke up here in
the Control panel. We can bump this
up to, let's say, ten you'll also
notice that right now mine has the stroke
centered along the edge. So that means that
half the stroke is on the inside of the frame and the other half
is on the outside. But we can also change the
alignment of the stroke. And to do that, let's go
to our strokes panel. So I'm going to go to the
window menu and open up stroke. And here we see not only can we also change
the weight here, but we can also come down
here and align the stroke. So right now, it's
split down the center. If we click this middle button, you'll notice it will
align to the inside. So now all ten points of that
stroke are on the inside, or, of course, we can
align it on the outside. And if we scroll down, we can see that the
corners as well, all of it is on the outside. Incidentally, to scroll
down in your image, I'm doing it on a track pad
with just my two fingers. But if you're working with
a mouse and you want to drag the best way to do that
is to hold the space bar, which gives you the
hand tool temporarily, and then you can just
click and drag like that. So you don't want to be
messing with these spars over here you'll give
yourself seasickness. So just hold Spacebar to get
the temporary hand tool, and then you can
move up or down or over or wherever you need
to drag your document. And then when you let go, you'll just return to
whichever tool you had last, which in this case, is
that selection tool. Alright, so let's leave this
set to align to the outside. And we can also choose
different types of strokes. Now, this can be done
here in the stroke panel or also up here in
the Control panel. But down next to type, if you just click the
little down arrow, we see all kinds of
different options. So in this example, I'm going to go with the thin thin option by clicking that and I think that gives us
a pretty nice look. So to fit the
document on the page, you can press Command
or Control minus and scooch back a bunch, or if we hit Command or
Control and the number zero, not the letter O for open. That'll open a new document. Commander Control
and the number zero, we can scoot back and see the whole piece on
our page at once. So this is the spacing that
we're going for on the left and the bottom and a little
bit extra space up here, and we'll see why shortly. That is a look at how to
work with strokes in design. We changed the weight, we changed the alignment, and we changed the
style of the stroke. Are you feeling fancy yet? I hope so. We'll keep it
going in the next video.
13. Adding Text: Ready to add some
text. Let's do it. Alright, so when we add text, we start by making a text frame. For that, we'll
need our type tool. You can press the letter T on your keyboard for the type tool, or you can come
over here and grab the T from your toolbar. Then we're going to come
down into our image here and just drag a box,
something like this. And we're going to type
out the words propagation. And then return, and
then work, return shop. Alright, so we've got
three lines of type here. Let's select all the type, and you can come to your
Properties panel if you want to. I'm going to do it up here
and I'm going to set this to Montserrat and scroll through
the long list of options. And I think I'm going to
go with Montserrat black. You can see in this
little preview here that that's a really
heavy typeface, and that's what we're
going to use for this. I also want this to
appear in all caps, and that's not the
way that I typed it. So we're going to
come up here to the Control panel and click
this little all caps button. And now we need to scale
this up to fill our space. So I'm going to hold Shift and then tap this up
arrow a few times. Again, you'll notice
if you go too far, you're going to end up
with hyphens, et cetera. So adjust it, so propagation
fits all the way across. Then I'm going to come in
and highlight work and shop. These ones, I want to be bigger. I'm going to hold Shift again, and then we're going
to bump that up until work fills the space
at 90 points for me, yours will vary depending
how big you drew your frame. And then shop can be even
a little bit bigger. So now that I'm getting
close, I went too far. So now that I'm getting close, I'll let go of the
shift key and bump this up one point at a time. Whoo. And for me, that ends at 1:05. And the line spacing
needs adjusting, so I'm going to select
the bottom line and the middle line. And we'll come up here
into the Control panel, and our leading is
controlled right here. So right now, we can
see it set to default. Let's come in here
and type something like 90 and then hit Enter. In order to bring
the middle line of type up without also
bringing the bottom, we want to just highlight
the middle line of type, and I'm going to reduce
that about to 77 or so. I will point out if
you're ever trying to adjust the leading
of a line of type, you'll notice it won't change. If you just have your cursor in the line of type,
it won't change. You actually have to highlight
the entire line of type, and then you can
adjust the leading. So maybe I'll go with 78. The other thing that I run into a lot when I'm
trying to do this is if I highlight what I think
is the whole line of type, but maybe there's a space
somewhere that I left off, it also won't work because it works as a
whole for that line. So you have to make sure you've got the whole
thing selected. Then we want to change
the color of this type. Ah, we can select it this
way and change the color, but I want to show
you one other thing. So let's get our cursor out of there by pressing
the escape key. So now our text is not active. Our text frame is active. And if we want to
change the color now, we have to be a little bit
more careful how we do it. We can come up to
our Control panel, and what we want to
change is the fill, not the stroke, that would add, like an outline to our text. So we want to come
up here to the fill, and if we click the
little button to pop open our Swatches panel, and we choose paper. This is what is going to happen. We're going to end
up with a fill, not on the text, but on the container or
the frame of the text. And that is happening
because right up here, the container is selected
instead of the text. So what we want
to do then is set the fill for the
container back to none. And then we need to click on
this little T right here. That will tell in design, we want to affect the
color of the type. And you'll notice that now
instead of just a box here, we now see a and it is filled with black because
our current text is black. So to make our text white, once we've selected
and targeted the text, now we can click paper, and the text will change. So just something
to keep in mind. That can be avoided if you have your cursor in here
and it's highlighted. Then in design knows that
if you're coming up here, it's going to select
the type for you. Alright. I'm going
to press Escape just to get my
cursor out of there. So I've got my box active. And I can see that
it's not centered. So I'm just going
to drag this over until we see that magenta line, letting us know it is
centered with the page. I want to make sure that they're both centered
with the page. We'll learn more about easy ways to align all of this stuff
later in this course. But one way to do that is with those Magenta Smart Guides. And again, if you're
not seeing them, you can find them
from the view menu by choosing grids and guides and making sure there's a check next to Smart Guides. It's looking good so far, and it's only going to
keep getting better.
14. Formatting Text Frames: Alright, so this flyer for
our propagation workshop for our client Hot Sauce botanicals needs a little more
information about the date. Let's tuck up the bottom of this text frame so
it's not in our way. So I'm going to click to
select it and double click this bottom center
node on the frame, and that will just snap it
up so it's not in our way. We're here, you may have noticed this little floating
gem of a toolbar. This is our contextual task bar, and it can be really cool. It's kind of like if the
properties panel had a little brother that likes to follow you around everywhere and try
to be helpful. And it is helpful sometimes, but it's also really annoying
in the way other times. So if you click this
little three dot menu, we can also hide it if we
want to get rid of it. We could also drag it to a position where it'd
be less annoying, and then we could pin it. But in InDesign, I just
don't use it that much. Maybe like in Photoshop, maybe a little more, but
in in design, not so much. So I personally am
just gonna hide it. But if you prefer, you can
drag it somewhere else, you have to kind of grab it over here on the
handle. There you go. And then you can drag
it out of the way, and then you could come
back to the three dots and just pin it or unpin
it if you want to. And then it'll quit showing up. Buy your cursor. But otherwise, the way it behaves is it just
follows you and it's like, right at your cursor
all the time. And I just don't care for that. So I'm going to click
the three dots, and I'm going to say to hide it. You can get it back
at any time from the window menu by choosing contextual task bar down here. Next, we're going to
make another type box. So I'm going to grab
the type tool here and click and drag to make
another little box, and I'm going to type
SAT, period, April 7. And then I'll put a little pipe character Museum
ins you can see. And we'll change the
color in a minute. But it's a Saturday SAT
abbreviated period. April 7, half pipe, which is shift and the backslash key on my keyboard to get this little divider line. And then I'm going to type two, and I'm not going to
type just a little dash. I'm going to actually
make what's called an dash which is what we use when we're spacing
out numbers like this. And the keyboard shortcut for an dash is the Alt
or Option key, and then you press
that little dash, the minus on your keyboard. We've got different size
dashes, did you know? Alright. So we've got two dash
and then the number four, and then space and
we'll type PM. And then we'll hit
Return for another line, and we're going
to type Hot Sauce all one word Botanicals
because it's a URL. Hot saucebtanicals.com.
Okay. And now, just to show you a different
way of doing this, we don't have to highlight
the text to adjust it. Since we want to affect all
of the text in this frame, we can just press the
escape key to get our cursor out of there so
that our frame is selected. And now to change the
color of the text, we can come up to our
Control panel up here. Again, we're going to
talk about fill color. So that's this
swatch right here, and we'll click
the carat button. And right now you can see we've got that container selected. To select the type and
effect the type color, we need to click the T to target the formatting
for the type. And we're going to come down
here to this neon color. We can see the RGB values here. It's also worth
noting, if you want, we can also rename
these color swatches. So let's actually do that. If we right click on this color swatch and we
choose swatch options, it's going to pop up
this window here. It shows us that
it's process color, that's RGB, and we have
this option checked, which says to name it
with the color value. Sometimes that's handy, but
in this case, let's not. I'm going to uncheck this and that allows
us to name this. Let's just call it lime. We can see the corresponding
hex code value down here as well, and
then we'll click Okay. Let me pull up the
finished file. So here, we've got
this lime text, and it's on a black background. There's a couple
ways to do that. For right now, we're going
to take this existing frame, the same frame that
has our text in it, and we're going to add
a fill to the frame. So let's go back up here to
our stroke and fill settings, and we'll open that
swatch panel again. And this time, instead
of targeting the text, we do want to target the frame, and we're going to set the
fill to black. Alright. Now, let's do a little
bit more text formatting. So you'll notice that up here, we're not looking at
text formatting options. The control panel, like the
properties panel is dynamic. So that means what you
see up here changes depending on which
tool you have active. So if we want to access our type and text controls up here, we got to switch
to our type tool. So the best way to do that is to press the letter T
on your keyboard. Now we can do things like center our text
within the frame, so we'll click to do that. But again, let's come over
here and set this to all caps. Then let's come over and change the font to Montserrat Bold. Over here, this is the leading. Again, that's the spacing
between lines of type, and this here, this
value is the auto value. That's what is indicated with
those parentheses there. So let's change this from auto, let's set it to 18 points to give the text a little
more breathing room. Then let's swoop in and
we'll grab this top line of type and set the
size to 18 points. And the bottom line of type, let's drop that down to 11. Next, we need to
select the frame. So to get our active cursor
out of that text frame, we compress the escape key. Now we've got the
frame selected, and we're going
to do two things. We're going to go back to set the stroke to that same thin, thin stroke on the outside. Since we have our stroke panel added to our workspace now, it's represented with
these little lines. We can pop that open, and we'll set the weight to let's see how it
looks at ten again. And we want our
alignment to be outside, and we want the type
to be thin, thin. And actually, let's
make this half. So it's ten on this one and five points for the weight on one
little bit thinner. Lastly, we want this text to be vertically
centered in this frame. One way we can do
that is to come up here to our Control panel. And now I'm not looking
at type options up here because we've got the frame selected with our
selection tool. So now we can do things
like align the content of the frame to the
top or the middle. Then if we want to position this in the
center of the page, we can move this over till
we see that Magenta guide. And if I want to reduce
all this extra space here, from the left and the
right at the same time, we're going to hold
down the Alt on a PC or option on a
Mac and drag this in. And then, again, from
the top and bottom, we can do it at the same time by again holding Alt or option. Now, those of you
with an eagle eye for details may feel like, Hey, the spacing here at the top is more than the
spacing here at the bottom. And, yeah, that
happens sometimes. So when we use this method to just
align it to the center, it aligns the text within
the frame vertically, but it uses some
default settings that probably aren't great. So we're going to
make it better. And the way we do that
is by bringing up our text frame options. So we can right click and
choose text frame options, or the keyboard shortcut is Command B on a Mac or
Control B on a PC. And I like to remember that
the B is for better because it gives you better control and better options
for your frame. And here you can see that the vertical justification
has been set to center. That's because we
enable that up here. But it's using the
wrong baseline option. So let's come in here
to baseline options, and you'll see that it's using the ascent to calculate this. So we want to drop that down, and let's see if cap
height fixes it. Now, it appears like nothing happened because InDesign has this frustrating little habit
of not enabling a preview. So you can do all
kinds of changes here and you're flying blind
because you can't see. So we want to come down here
and click on the preview. And there you go. Did you see how it
just scooched up a little bit? That's what
we're talking about. So we're basically adjusting which baseline
we're talking about and basing this all off of. So by default,
when you just come up here and say
line to the middle, it's not looking
at the cap height. So you kind of have to come
in here and play with it. So again, we got here by
either right clicking and choosing text frame
options or using the keyboard shortcut command or Control B to really give
you better options. So in this video, we added this additional text frame here. We set our text
within it and made it this green color which we renamed the swatch to call Lime. Instead of creating
a second frame to hold this black
fill behind it, we just added the black fill to the same frame as the text because that is
clean and simple. It's a nicer way to
work most of the time. Then we added a stroke, we aligned it to the outside, and we chose this
thin, thin option. Let's press command
or control and the number zero to scooch out. This is looking really great. We're nearly finished
with this project, but there's one
more thing to go.
15. Placing Vector Graphics: All right, we
definitely need to add our client's logo to this piece. So let's take a look at how
we place vector graphics. It's the same as how we
placed this photo image. So we're going to
go back to file. We'll choose place. And in that same folder, so the 02 flyer folder, you'll notice something
called HSB Logo, and this is an Illustrator file. We don't need to show
import options right now. We'll just go ahead
and click Open. You may see this pop
up that's asking if we want to place the
Illustrator file. Or open the Illustrator file as a new editable
in design document. We just want to place it. And I don't care to see this again, so I'm going to
click to Not ask. We'll click Place File. And now, it gives
us a loaded cursor, just like we had when we
were placing this photo. So I just want it to be up
here at the top of our arch. So something about, like, here, I'm just going
to click and drag. And then when I let
go, there we are. So this looks good, but of
course we should probably have a black fill behind this. So to do that, let's come down here to our rectangle tool. The keyboard shortcut
is the letter M. But otherwise, it's this
second square. We've got two. We've got a rectangle frame
tool and a rectangle tool. And I'm just going
to click and drag a little frame
around this like so, and it's defaulting to whatever colors I have
selected up here. That's not what we
want. So we're going to set the fill to black. And the stroke to none. So that's the one with the
little red line through it. Now, the problem is
that this frame is sitting on top of the logo. So what we need to do is send this frame back so that
it's behind the logo. One way to do that
is to right click, and that brings up our
context menu here, and we can choose a range, and we want to send it backward. That moves it one level back. If we send it all
the way to the back, it's going to end up
behind the arch, as well. That means it's the very bottom of everything on our page. So I'm going to right click
again, choose a range, and we're just going to
choose Send backward. This is something
that is definitely worth learning the
keyboard shortcut for, maybe not right this minute, but this is something
that we do a lot. So to move it backwards, you hold command or control, and you tap that
left bracket key. That's the one next to the
letter P on your keyboard. So you'll notice now it just
moves it one level back. So by default,
everything you add to your page gets added on top
of what was there before. So the next thing in the
stacking order was the logo. And we can select
these two objects. So I'm doing that.
A couple of ways. You can select one and then shift click the other
to select them both. Or if I click away
to deselect them, you can also just click and
drag across both of them. So you're making a
little marquee or you're lassoing
those two objects. Just make sure you're not also including this frame down here. So just these two things, and we can center them with each other by designating
a key object. So I want the logo to
be the key object. So to do that, we
just click it once, and you'll notice it gets like a stronger
highlight around it. So that's the boss object now. That's the key object. Now, if we come up here
into our Control panel, we have these alignment options. And now we can click
to align the centers horizontally or the
vertical centers this way. So you can see, I
was pretty close. But by making this
the key object, this one won't move, and it's the black frame
that will move around to center itself to the logo. I don't like that there's
more space on the edges here, so I'm going to click away
to deselect everything, click once more,
select this frame. And I'll press Command or Control plus so I can
zoom in a little bit. And then I'm going to hold
down Alt or option so that I can scale from these
edges at the same time. And I like how that looks. Alright. Now, you
may notice just to point out this is
looking jaggedy. That's just the preview. So it's not going
to print that way. Sometimes, when you're
at certain Zooms, it just renders that way. If you're freaking out about it, you can right click and choose display performance and
choose high quality display, and that will get
rid of the jaggies. Alright, I think this
looks pretty great. To really see how it's looking, we can hide all of our non printing stuff
by hitting the W key. I always like to say it's W for Wonderful mode
because it makes our design look great by
hiding all that extra stuff. Of course, to get out of wonderful mode and
back to regular mode, just press W again. One thing that can also
be helpful is to group this logo with the
black box behind it. So again, I'm going to throw
a net over the whole thing, and then let's group it. You can go to the Object
menu and choose group, or you'll see the
keyboard shortcut is Command G on a Mac or
Control G on a PC. And now we get this
dashed line around it, and that just lets you
know that it's grouped. So now that we have
these grouped, I think I want to
scale it a little bit, and I want to scale
the unit as a whole. So you'll notice if we just hold the shift key and
scale in like that, we're not getting the
effect that we want. We want to hold shift
to maintain proportion, but we also want
to hold command, and that will scale them
together as a group, but now we have to
recenter it again. So I'm going to undo
that one more time, and we're going to add
a third key to this. So Shift key keeps
it proportional. Command or control scales this whole group and everything
in it as a single unit. And then the Alt or option key scales it from
all sides at once. We'll see this again,
so don't panic, but just to repeat. So that was the shift key
to keep it proportional, the command or control key to
scale it as a single unit, and the alt or option
key to scale from all four sides at
once so that it maintains its center position. Oh, that's a biggie. Don't worry about
memorizing it right now. We'll be doing it
again and again. Then let's just drag this up a little bit and also this up. And maybe this down. So something about like that. And there is our flyer.
16. Saving & Exporting to PDF: Of course, saving our
work is super important, right? So let's do that. First, we want to save this
as an in design document. So we're going to
choose File, Save as. And if you want to
make yourself a folder for your
finished projects, I suggest doing so. And then we can leave
it with the name flyer. And for format, we
want to make sure we choose in design document. We can leave this
option checked. That'll save the preview
of the image with it. But again, it's not going
to embed those links. We'll learn more
about that later. But right now, as
long as you don't move any of your links and
stuff, you'll be fine. So we'll go ahead
and click Save. Now, because our
client isn't going to want to deal with
our design document, they're going to want a
PDF. Let's do that, too. So we'll choose File, Export. For format, we'll choose
Adobe PDF print choose Save. And here's where we
get a ton of options. For the most part, we can use the presets up here at the
top to really help us out. So from this drop down, high quality print is perfect for when you just
want to print something at home or send it to the office print shop,
give it to a client. Basically, if
you're printing it, but you're not
having plates made at a professional
offset press place, and we'll look at that later. And we'll click Export. So now we have our InDesign file that we work with
here in InDesign, and we have a PDF file that
we can send to our client. If you want to easily share your work on the
class projects page, it can be helpful
to actually have a JPEG because depending where you're
watching this video, it may or may not let
you upload a PDF. So let me show you how
to make a JPEG quick. We're just going to go to File. Export down here under format, we're going to choose JPEG.
Call it whatever you want. We'll go ahead and hit Save. And here, we're going to need
to give it some settings. So we only have one page here, so we can just export all. But if you're in a
situation later where you want to export
individual pages, you can or you can export all. You can also choose to
export single pages, like a left side separate
from a right side, or you can export the left and right side
together as one single JPEG. This document doesn't
have spreads. We'll learn more
about that later. So we'll just leave it
set to all and pages. And down here, we can
choose the resolution, and I think 100 is fine. If you end up
exporting it and you need it to have more pixels, then you can come back and
use a higher number here. I want to embed
our color profile, anti aliasing is good. And since this is just for the class website and we
don't have any bleeds, we don't have to
worry about this. So then we'll hit
Export, and that's it. That was fun, right?
Are you feeling good? Remember, you don't have to
have this all memorized yet. We're gonna keep repeating, doing things over and
over in different ways, and you're going to
get more and more comfortable as we continue. Right now, just pat
yourself on the back for nailing your first flyer.
17. Class Project 1 - Design a Flyer: Alright, so now that we have
built this flyer together, now it's your turn. So I'm here in the
project guide, and I'm looking at the
class project number one, which is a flyer. So you're going to
use whatever you generated with your
random project generator. You're going to use
that as your brief, and then you're going to build
a flyer for your client. So then down below, I just added a
little screen grab from the project we built
together because I don't know, I find it helpful to
just trigger my memory about what we did and all
the things that you learned. Hopefully, you find that
helpful, if not just ignore it, but the idea is that
it just reminds you of all the different things and techniques that we
learned in that section, so you can figure
out how you want to incorporate them into
your own design. Um, and so the requirements are, it's just a single
non facing page. You want to include at
least one image, some text. And again, when you're looking
for images to include, I've got links here to
Adobe Stock and Unsplash, your client's going
to need a logo. So you can find all kinds of things to help you with
that over at Adobe Stock. Also, you'll want to figure out some fonts
that you're going to be using for your
client per the brief. So here are links to the font sites that
I mentioned earlier. And if you need help
installing fonts, you can find more details here. So down here for the deliverables
for the client and for, of course, your portfolio, you'll want to export as a
PDF using the print preset. As always, you would include any hyperlinks or bleeds
if they're applicable, but they're not in this example, we'll get to those later. And then for the course project, to be able to upload and
share on the course site, it's not always
going to take a PDF. To be safe, it's just
easiest to export a JPEG, then you
can upload that. Or, of course, you can also make a screen grab and
take a screenshot and post that to the class project and assignment section
of the website. And of course, we'd love
for you to share on social media and look
forward to cheering you on. Okay, so there you have it, your very first project for
your very first client. I can't wait to see
what you come up with.
18. Not All Panels Are Created Equal: So here is a look at the brochure that we're
going to be creating. But before we design anything, you always want to know
how it's going to be used, how it's going to be printed, what the requirements are, what the specifications
or specs are. And if possible, you want to use a template from the printer. So we're going to be building
this brochure from scratch, but I want to just show
you how it works if you are looking to work with
a printer template. So many of you might be
familiar with moo.com. They are an online print shop, and they among other things,
they print brochures. So if we scroll down
here on this page, we see that they do
offer design guides. So I'm going to click
on that and you'll see it's downloading a zip file. And if we open that up, we see that their templates
come in a variety of formats. So they have an
Illustrator template, an InDesign template, a PDF template, and a
PSD Photoshop template. So let's open up the
InDesign document here, and this is what you
might see in a template. So we can see they've
got two pages. Here, they are non facing pages. We'll learn more
about that later. We can see here this
looks like gibberish. So if this is happening to you, this is just a default
setting that we can change. So let's go to our view menu and choose display performance. And instead of just
typical display, which just makes it garbly
just to save computer power, we want to choose
high quality display because we need to
be able to read. All right, so here
they're showing us what a bleed area is and what
size all of this should be. It shows you where the
fold lines will be. That's what these
lines here are. They're explaining
how to use a bleed, which we'll talk about when
we set up our document. Here you can see
they're saying it should be a CMYK document, what the resolution of
the images should be, and they're even
telling us which PDF preset to export to. And they want the artwork
for the inside and the outside pages to be
uploaded separately. So this is the kind of stuff that varies from
printer to printer, so you always want to check. So this page here
is the inside page. This is the outside page, with this being the front panel. So you can see, they have
the guides set up in here. If we look in our Layers panel. So if you don't have
that on your screen, it's under Window layers. So I've got it right here. It's this little icon. We can see that they
want us to build our artwork on this layer here and we'll talk more
about layers later. These are all of the guidelines. So we can toggle
their guidelines on and off here and you
can see they've locked it, which if we need to,
we could unlock it, and then they have this
kind of info stuff here. We would want to
make sure before you output anything on
this template that you hide this kind of stuff so it doesn't end
up in your artwork. Now in this document,
they've set up the bleeds a little bit differently than what
we're going to do. They have essentially baked
them into the page size. So even if we're here
in wonderful mode. So again, I'm pressing W to get in and out of wonderful mode, which hides all of the
non printable stuff. But we can see here that this
is the edge of the page, and this in their
template setup, this includes the bleed, and they're the printer, so they built this
how they want to. But in our document, we are going to set up an
actual separate bleed, which is pretty standard. But this is nice,
particularly if they have a lot of clients who don't know how to
work with bleeds, then, it just kind of
makes it easier for them. But the thing that I
really want to point out about this template
and brochures in general is that these
three different panels are not equal, which is why it's so important when you are
designing a brochure that you try to get a template
or at least the specs so you know where to put the fold marks and your
margins and everything. Just to show you, I'm
going to draw a shape to just fit and we'll just fill
this with black real quick. So I'm just showing you that this width is not
equal to this one. See? Now it's a
minuscule difference. That? It's tiny. The difference is tiny. And this one, look at that. This difference is even greater. So I point this out
because I remember one of my first jobs when I was really getting started with
this was to make a brochure, and I did not understand this, and it took me forever, and I wasted a lot of paper
and ink and just frustration. Okay? So the important
takeaways from this are just that
before you design, you always want to know
what you're building, what the specifications are,
who's going to print it, if they have any
templates available that can just save everybody
a lot of hassle. And no matter what template you're using or who's
printing your brochure, those three columns here
are not going to be equal. They're going to be
so close to equal that you're going to
think they're equal, but they are not
because you have to accommodate the folds. And if you know all that stuff, you will be a step ahead of
me when I started. So ya.
19. Setting Up Bleeds: Alright, so we are
going to be building our brochure from scratch so
you get the full experience, and we're going to be
setting it up with bleeds. So the first thing we're
going to do is come up to the file menu and
choose new document. We'll set our pages to
standard US letters, so 8.5 by 11, but we want it landscape. So we can either re type
all this or we can just hit this little button here to
flip it, so it's landscape. We are going to have two pages, as we'll have an inside and
an outside to the brochure, and we don't want facing pages. We'll work with
facing pages later, but basically, facing pages are what you get anytime
you're working with, like, a book or a magazine, where you have pages that face each other when
the documents open. Like they're bound in
the middle with a spine, and a brochure doesn't have that, so we're
going to turn that off. Down here for our
margins on a brochure, this is typically
going to be smaller. So let's say 0.25 ". And down here below in this
area for bleed and slug, so you may have to expand
these to see them down here. We're not going to use a slug. That is a printer
specific thing, and for the most part, you'll never have to
worry about that. But we do need to
talk about bleed. So before we set up our bleeds, let's talk about
what it is because it's one of those things
that kind of sounds scary. It's really pretty simple. So unlike when you print something at your
home or your office, when you send a document to a professional printer
for press printing, after it's printed, it gets trimmed down to its
actual final size. Now, of course, if
you have ever tried to trim something
perfectly along the edge, you know that it's tricky
to be exact with it. And even with fancy powerful
and wildly precise machines, it's not exact. And so what happens
is, you end up with these little white wedges along the edges
of your document. That is definitely not cool. To kid around this, we build
bleeds into our documents, and then we extend
our artwork past the edge of the page all
the way to that bleed. This is what creates enough
wiggle room wind trimming to get nice clean edges and avoid those dreaded white wedges. So bleeds can vary
depending on the printer, so you always want to check. But the standard that most go
with in inches is 0.125 ". So that's an eighth of an inch. And I believe for the
rest of the world, I think the standard bleed
size is 4 millimeters. But again, always check
with your printer. So we're going to
use this 0.125 ", and we should be good to go. We'll go ahead and click Create. So here is our document, and you can see this
magenta line here. This is our quarter inch
margins all the way around. The edge of the white page here is the edge of
the document itself. And then this red line
here, this is the bleed. So this is where we want to
extend all of our artwork to so that when the document is trimmed
along the edges here, we're not going to end up
with those white wedges. So, simple, right? Now you are ready
to rock a bleed.
20. Setting Up Guides: That we have our document setup, we are going to
set up our guides, and I based them on the template from Mu just
so we have something. But where you put your
guides varies depending on who's making your stuff and the paper you're
using and all that. So let's create a
layer for our guides, just like they did
in that Mu template. So again, we want to have
our layers panel open. You can always find your
panels under the window menu. Here's layers, or the
icon looks like this. And this layer one is going
to be where we put stuff. So to make a new
layer for our guides, we'll just make the
little plus right here. And this is not necessary, but the advantage is that we can then just
lock it or unlock it easily and not worry about accidentally moving
guides later. So, as we'll see
later, there's lots of different ways
to create guides. For this project, we are
going to create them by just dragging them
out from rulers. So here on page one, let's first create
our fold guides. So those are going to
be vertical guides, which means we
drag them out from this vertical ruler
over here on the left. If you don't see your rulers, you can find them under the view menu here by
choosing Show Rulers. If you've got them on,
it says, Hide rulers. And you'll notice the
keyboard shortcut is command or Control R. So we're going to come over
here and just click and drag. And we want this ruler to be precisely and in inches,
this is really fun. We want this at 3.62. So we can try and nail that. We can look here. You see a little flyout that's telling us
where it should go. But we can also once we drop it, we can also come up here and
type 3.62 and hit Enter. So there's one at 3.62. And the other one
we can drag out, and I'm just going
to drop it loosely, and it'll come up here and
we're going to type 7.295. Obviously, if you're working in millimeters, this
is so much easier. Alright, so those are going
to be our page folds. Now, we want to make
the margins here. So like, we have
the margin here on the outside of the whole page. We need to have
another margin for that buffer between the content on this panel and the fold. So let's go grab another
guide and we'll drop this one at 3.38 ". And we need one
on this side too, so that's going to be at
three point oh, I was close. 3.86, and we'll put
two more over here. Drop one and come up here. This is going to be Oh, I nailed it, 7.06. I wasn't even trying.
Look at that. And this one, I'm just
eyeballing here. Let's see. And we'll drop
this one at 7.545. All right. So these
are our fold lines and inner margins for
the panels on page one. Now we're going to go
down to page two where we basically have
to reverse that. Our folds on page two will drag out 23.7 and 7.39. Those are our folds, and now we need the quarter
inch margins on either side. So this one should be 3.44 you can see why
templates nice, right? So you don't have
to do all this. 3.9, five, two more. 7.14. And Oh, I nailed
another one, 7.63. Awesome. So let's rename this layer instead of layer
two, let's call it Guides. So to rename it, you want to click and
then click again. If you click twice in a row
too fast, you cancel it. So I've had this
described to me as, like, a Southern click. So you click once, and then you just kind of take a breather and click again. And then we're going to call
this guides and press Enter. And then if we lock it by clicking in this little
empty space right here, that will prevent us
from accidentally grabbing and moving any of these guides while
we're working. So there we go. We just set up our very own brochure template.
21. Aligning Graphics & Text: Alright, so we're
going to ease into this by starting
with just placing some graphics like we
have been doing so far. Now, we want to make sure
that before we do that, that our active layer in our Layers panel is not the guide's layer
because that's locked. And if we try to place
something on here, it's not going to work. So we can make layer one active by just clicking to select
it in our Layers pan. Now, previously, we've
been choosing file place, but you'll notice the
keyboard shortcut is Command D on a Mac or
Control D on a PC. So I'm going to
click out of there, and let's just practice using our keyboard by
pressing Command or Control D for
dropping in an image. In the course files, you're going to
want to navigate to the file folder
called 03 brochure. And we're going to
actually select two images to place
at a time here. This photo by Doug
Kelly from Unsplash, and then we're going
to hold down Command or Control to select
a second image. And here, we're going to
put in our client's logo. Again, we don't need
our import options on, so let's leave that off,
and we'll click Open. Now you're going to
see our cursor comes loaded with both of
those images, actually, and you can see right
near the tip of my mouse, there's a little number
two in parentheses. So that lets us
know that we've got two images loaded on our cursor, and we can cycle between them
by using the arrow keys. So if we forgot what we just
selected, there you go. There's our reminder.
So the first image that we're going to
place is this one here. So you want to tap
your left or right arrow keys until you see this. And we are going to place this
on these two panels here. So we're going to be designing our outer page of the brochure, the outer side first
in its entirety, and then we'll move
on to page two. So we're on layer one. We've got our loaded cursor. And because we want this image to go all
the way to the edge, we want to make sure
that we're not just placing it here at
the edge of our page, but we want to stretch all the
way up to that bleed mark. So I'm putting the corner on
the fold line and the bleed. And then I'm just going to
click and hold my mouse, drag all the way down,
and you'll notice again, the proportions are
locked to the image, but we want to make the frame
have different proportions. So let's hold Shift. We want to make it come
all the way down to the bleed lines on the bottom of the page and all the
way on the right. Then when we've got it in place, we can let go and it's going
to drop in that image. We'll talk about getting
that to fit in a moment. And let's take the logo right here and we can place it from about this margin
right here on the front. To the margin on this side. Alright, so let's click to
select this image here, and we can see that it is fitting within the
frame proportionally, but it's not filling it. So if you recall from earlier, we had gone up here and clicked this button to fill
the frame proportionally. We don't want to be
doing that every time we place an image. So there's a couple of things
we can do to change that. One is get to know the
keyboard shortcut. So it's basically
everything plus the letter C for
convenient, I like to say. So by everything, I mean
all those modifier keys. So hold down Shift, hold down Alt or option, and hold down
command or control, and then press the letter C because like I said,
it's so convenient. Now, if we want to make all of our images automatically
fill the frame, another thing we can do is click away from there so
nothing is selected. And let's come up to the
Object menu and choose fitting frame fitting options. Here, if we want to enable autofit for everything,
we can turn that on. That will resize the content
as the frame resizes. That's kind of a personal
preference thing. So you can play with
that, see if you like it. Another thing we can do
is come down here to fitting and we can
just always tell it to fill the frame proportionally.
And then click Okay. So because we did that without any particular object
being selected, it's going to be the default setting for everything
in this document. But going forward, if we
want that to be the default for every document that
we work on in InDesign, not just this one, then let's take a minute
and save this document. So let's go to File, Save As, and put it in your
finished work folder wherever you are storing that and we'll just call it brochure. Format should be in design
document, and click Save. Now we can press Command
or Control W to close it. And then if we go back to
our workspace and we go back to Object fitting,
frame fitting options. And if we set the
fitting here to fill frame proportionally
and click Okay, now, every image we drop in anywhere is going
to automatically fill the frame proportionally. A few other things
that can be really helpful to set while we're here and we don't have any documents open is our display preferences, so we don't keep seeing those jaggedy edges
on our graphics. So let's go to view display performance and set
it to high quality display. And it can be really helpful to set our default font of choice. And if we do it again,
with no documents open, it'll apply to everything
going forward. So let's select our type tool
by pressing T. And up here, whatever your font is, let's change it to Montserrat. And I'm going to choose bold. 12 points. Then we can switch
back to our selection tool. Now that that's done, let's go back and open our document, file open recent, and it
should remember it here. So we'll pull that
up, and here we are. So next to make this
logo more visible, let's add a color
fill behind it. So for the rectangle tool, we can just press M for Marquee, and let's just come over here. Draw a marquee that's
going to go from this fold all the
way to that bleed. All right, so now we
want to fill this with the brand green color. I'm going to come up here
to my Control panel. This represents the fill, so we'll click this drop down, and here is that nice
bright green that we want, and we can see that this
frame currently has a black stroke applied to
it and we don't want that. So we could click out
and click back in here to change the stroke or we can just click
right here to pull the stroke up so that it's active and then set it to none. And we'll click that little
carat to close that panel. And finally, again,
we need to move this shape back one so that
the logo is in front of it. So again, we could right
click and we could choose arrange, send backward. Or let's practice this
keyboard shortcut command or control left bracket. And we want to make sure that the Green frame is
centered behind the logo. So let's select both objects. Since this one's
already selected, we can just shift click
to add the logo to it, and then let's actually set
the logo as our key object. So I'm going to click
on it one more time. That puts that thick highlight
around it and tells in design that we want to center these things around
the key object. So now we can come up here
in our control panel. These are our alignment options, and we want this one
here so that they have aligned vertical centers. Now, we wouldn't want to
align it horizontally. Because this margin is going to be a little bit
bigger because of that bleed, but it's also going
to be trimmed off. So visually, when
we're looking at it, it looks off center because there's more
space on this side, but you got to
remember, it's going to be trimmed here along
the edge of the page. So we know that it's
centered because the logo is fitting between the margins
for the panel. All right. So on this page here, this right hand panel, this is going to be the
front of the brochure. This middle panel is going to be the back of the brochure. So here we want
to add some text. So let's press T
for the Text tool. We can draw a little
box down here. And the font that we're going
to be using is allotropic. So hopefully,
you've already gone ahead and activated that. So it's AO ALLOTropic. We're going to choose boold. And we want this to be all cap, so we can go ahead and set that now and I know that we
want it to be 18 points. You don't always know
this ahead of time. So usually you just get the
type out and then style it. But, you know, I planned ahead. So let's take advantage of that. 18 points allotropic bold. We can come up here and set the color to this brand green, and we'll go ahead
and center it within the text frame and make sure
our cursors active in here, and we're going to type
Gros something spicy. Then to get our cursor out of this box,
let's press escape. That brings our controls back
to the box here so we can actually set this to be the
width of the column here. And that way, we know
that it's centered, and we can bring it down
so that the text is sitting on that quarter inch
margin along the bottom. And I'm looking at
this and thinking, I don't love that
the text is so close to the stem of this flower. So I just want to scooch the flower over
within the frame. So as you will hopefully recall, if we double click on it
with our selection tool, that will allow us to select the image itself
within the frame. And now I'm just going
to click and drag it slightly to the right to just give it a little more
breathing room there. And another trick is that when you hold shift while
you're dragging, up and down or left and right, it will keep it in
alignment so that you don't accidentally
drag it up like that. So holding shift and dragging
it straight to the right will keep it flush and just
keep it moving straight over. So nice little bonus tip. And if we want to see
how it's looking, we can press W to pull up wonderful mode,
and that looks great. Two out of three panels on the outer page are already done.
22. Intro to Paragraph Styles: All right. Before we
add our text here, let's make sure we're not
still in wonderful mode. So press W to get in or out. And so we should be
able to see all of our margins and our bleeds and
the guides and everything. Alright, so we're going to
be placing text in here, and rather than having you
have to type it all out, we're going to work the way you often end up
working as a designer, which is you're
building the layout, and somebody else, like in
the marketing department, copywriters, somebody else
is crafting the text. And then it's our job
to make it look good. And that might be delivered
to you in any number of ways. The way I've got it for us
here is in a text file. So using Finder, if you're on
a Mac or Windows Explorer, if you are on a PC or my personal favorite
is to work in bridge, navigate to the course files, and you'll find somewhere in there a text file
called team dot TXT. So if you open that up, it's just a nothing
fancy text file. So we're going to select
all of that and copy it and then come back
over to InDesign. You can press T to bring
up your type tool and then just drag out a little text
box and paste in your text. So now we get to
begin the fun part of styling and
formatting the text. The best way to do this is
to take advantage of styles. Styles are like little
recipes that save us from having to format similar
text over and over again, and it makes it easy. So if we need to change
something like say a font or a size or a color, we change it in one place
and it updates everywhere. So as a designer and
an in design user, you definitely want to
make use of styles. The main two that we'll
be working with are paragraph styles and
character styles. And we'll learn more about what the differences are as we go, but the main main one
is paragraph styles. So let's start with what's going to be
our header up here. So that's going to be here
where it says our team. So let's go ahead and
style this the way we want all of our headers in
this document to look. So we highlight this text. We're going to come up here and change the font to allotropic. That's our brand font. So specifically allotropic bold. We'll leave the color as black. We're going to set the
size to 24 points. We want it in all caps, and we're going to build
in something called paragraph shading that's
going to go behind this text, similar to how we have a
green box behind this logo. But we don't want to be drawing green boxes every time we want
to put a headline in here. And because this type might be in a frame along
with other text, we can't just fill the frame. So we're going to use something
called paragraph shading. That is an attribute under
paragraph formatting. If we look up here in
our Control panel, we'll notice on the left here
that there's a little A. This is for character
formatting. If we click the little
paragraph symbol, which by the way, if
you're ever on Jeopardy, this is called a Pill Crow. We're going to click the
Pill Crow and you'll notice that there's an option here
for something called shading. And if we click right
here and just turn it on, it's going to show up with these default settings that
are not really helpful. So what we want to do is Alt or option click right on
this little box here, and that will bring up
our shading setting. So we'll move this
out of the way so we can see what's happening. And remember that in design just doesn't think you
need a preview by default, so we want to click
to enable the preview so we can see what
we're doing here. So our shading is enabled, and we've pulled up our options by Alt or Option clicking
on this little icon. And now we can choose the
color we want for our shading. And if we click this drop down, here's all of the colors
in our swatches panel. So here's our brand green. So we're going to select that, and it's defaulting to a tint. But this brand is bold, so we're not going
to be using a tint. We want this at 100%. Down here, if we
wanted to change the corners of our
little shading, we could, but we're
going to leave it. Let's come down here
to this offset option. Right now, with an
offset of zero, you can see that the
shading is happening just like exactly on the text, and that's not very
comfortable to our eyes. So we want to give it a
little bit of a buffer. So we've got the
chain here enabled, which means if we
make adjustments, you can see that it's going
to expand on all four sides. So let's go ahead
and bump that offset on all four sides up to 0.125 ", which is an eighth of an inch, which coincidentally is
the same as our bleed. That way, the text that's being shaded has some breathing
room around it. Over here, we can control sort of the boundaries
for the shading. So we'll go ahead and leave
the top edge set to ascent, the bottom edge set to descent. And for the width, instead of having it
be the whole column, let's set that to just
be as wide as the text, plus the offset that
we set over here. Now, we'll go ahead
and click Okay, and let's switch back
to our selection tool so we can adjust the
width of our frame here. So it's going to go from the margin here to
the other margin. So remember, this line
here is the fold, and this line here
is our margin. So that's looking pretty good. But we also want this shading to really just line up with the
quarter inch margin here. So let's go back to
our type tool and put our cursor in
this text somewhere. And let's go back to our
character formatting. And it's important to
point out that just because this is called
character formatting, and this is called our
paragraph formatting, there are some overlaps. Like, there are things
that appear here, that also appear
here and vice versa. So for most of the
time, we'll probably be working in the character
formatting controls, even though we are actually controlling some
paragraph settings. But we want to be up here in character
formatting controls. And over here on the far right, we have the ability
to set the indent, the left indent, in this
case, for this header. Because we made the shading an eighth of an inch
all the way around, if we want that shading to
line up with this margin here, we need to set a left
indent to match that. Up here, this little icon
represents the left dent. I'm just going to tap this
twice, the up arrow twice, and you'll notice it
moved that text over, and now the shading lines up where we want it
with this margin. We also need to bump the text
below it down a little bit. Another thing we can
do also up here, is if we move over to the right, we see some spacing options. This tells in design
how much space to put before a particular
style of type. And here we can control
the space after. Every time we have a
headline like this, H one, we're going to call it, our top level header. Every time we have this header, we want a quarter inch of
space to come after it. Let's boost this up. Until it says 0.25 ", and we can see that the text
below has scooted down now. So this right here is how
we want all of our headers, our top level headers or H
ones, as they're called. This is how we
want them to look. So rather than
having to set all of these settings every time
that we want a header, we're going to take
all the settings that we already put
here and we're going to slurp them up and save them in a little
preset, like a recipe. For headers. And the way we do that is
with paragraph styles. So let's go to our window panel, and we're going to come
down here to Styles. And you'll notice
there's lots of styles. We're not going to
get into all of them, but let's just focus
on the two biggies, which are paragraph styles, and we'll see character
styles later. So let's open our
Paragraph Styles panel. And this is a biggie that
we want to keep handy. So I like to drag it into
this little column right here along with its
buddy character styles because they work together. And then the stuff I'm going
to drag out and close. Alright. So paragraph style, you can see the icon is that
little Pill Crow symbol, right? The paragraph symbol. Alright, so it's
important that we have our cursor active in this text. We don't have to
highlight all of it. We can just have it
flashing anywhere within this text because InDesign recognizes this as
its own paragraph, since there's a return here
before the other text. So this is a paragraph. And to slurp all of these
settings up into a preset, the best way to work
is to hold Alt or Option and then click the
Create New style button. And what that does is it
creates the new style, and it opens the style setting so that we can double
check a few things here. Okay? So if you just
click this by itself, it's just going to make a style. Then you have to double
click it to open this up. So it's always good to alt
or option click right here. Now, we can give this a name. So typically, you'll
find that people name their styles with I
mean, you can use anything, but since we're going to call this like a level one header, we'll call this style H one, and styles are great because you can base them on each other. We'll learn more
about that later. Right now, the only other
thing we want to do here besides give it this
name is that we want to make sure that the style that we're
creating gets applied here. So, yes, this already matches visually the style
that we're creating, but we have to tag this with the style so that if we
edit the style later, it will include this
bit right here. So we'll go ahead and choose
apply style to selection. So you'll notice if
we come through here and check out our basic
character formats, here you're seeing, it's
sucking up all the settings, allotropic bold, 24
points, all caps. If we come down to the other categories
like paragraph shading, it slurped up those
existing settings, too. So we've got that green color at 100% with the eighth of an inch offset and the width set to the text itself
rather than the column. So this is a great way to create styles because it's
just easy, right? Like, you just visually build
whatever you want here, and then you slurp
those settings into a new style and
go back to general, we want to make sure we always apply that style
to the selection. So now we can click Okay. And now we see in our
paragraph styles, we have our basic
paragraph style, which is just there by
default all the time. And now we have our H one style. So just to show you
what this looks like, if I put my cursor here
where it says Tai Kalathea, you'll notice that the
paragraph style is now showing that this
text is basic paragraph. But if we want to apply
that header style to it, we just click right here
and boom, it gets applied. A? Now, we don't actually
want this applied here, so let's press Command or
Control Z to undo that. But you'll see when we get
to page two down here, we are going to make use of this header in
several more places, and now we won't have to be reformatting it
every single time. Alright, so that is our first paragraph style
that we've created. So, ya, round of
applause for yourself. Take a minute, let that soak in. Don't panic if you're not
quite sure because we've got plenty more on
Styles yet to come.
23. Creating Paragraph Styles: So now that we've
created an H one style, we're going to create
a couple more styles, an H two and a body copy style. So what we have here is a little blurb about the team
at hot sauce Botanicals. We see that we have a name, and then we have, like, a
little blurb for each name. We've got Erica Jade, Liz Flowers, Lynn
Stem, and Ti Calithea. If this is our top
level heading, H one, we're going to create a
secondary level heading called H two for the names, and then we'll add
some body here. The easiest way to create a style is to go ahead
and make the text look the way we want and then slurp those settings into
a new paragraph style. I'm going to highlight our
first name here, Erica Jade. And for our H two heads, we're going to be
using Montserrat. So if yours isn't already
set to Montserrat, go ahead and set it. Specifically Montserrat Bold. We'll use 12 points, and we also want all caps. So we'll click right
here to enable that. That's pretty simple. That's
all we want for our H two. So with that selected or at least with our
cursor in that paragraph, we're going to come back to
our Paragraph Styles panel. We're going to hold Alt or option and click the
Create New style button. Again, the Alt or option
creates the style and pops it open here so
we can give it a name. So we'll type H two. It's our second level heading. And we want to make
sure that it is applied to the text right here. Then we can go ahead and click. Okay. You see here is our H two and because it was applied and our cursor is active here, it shows that this text has the H two style
applied to it. So check it out. If
we put our cursor here in the Liz flowers text, you'll notice right now that
is just a basic paragraph, but we also want Liz
flowers to be H two, so we can just click. There it is. We
also want Lin stem. Age two, Tai Kalatha. H two. See how that works? Pretty sweet, right? All right. And finally, for this text, we're going to create
that body style. So for the text here under Erica's name, this little blurb, we're going to highlight
that because again, we're going to make the
text look the way we want and then slurp those
settings into a style. We'll also use Montserrat, but this time, we're
going to choose light. And we're not going to
put it in all caps, and we're going to
drop the size down to 11 points to create a little more room after the paragraph before we
get to our next heading, let's come back up here
in our Control panel. We want to set the space after our body paragraph to
a quarter inch again. And we also have this
cool setting right here. This allows us to control
how much spacing is between paragraphs that all have
the same style applied. In the text we have right here, right now, it's not going to make any difference
whatsoever. So for now, we can
either ignore it or let's put in a
value of 0.125. So we can just type that 0.125. So that's not going to
change anything here, but in some of our other texts, we'll see where we have multiple paragraphs that
are all the same style, and we don't want this much
space after each paragraph. So that's what the
setting is for. All right, so now we've got
this setup looking good. So as long as our cursor is
somewhere in this paragraph, we're going to come back to
our paragraph style panel, and we're going to
hold Alt or Option. Click that new button, and we're going to
call this body. We're not going to
base it on anything. We're not messing
with any of this yet. You can see it slurped
up all of the settings, and we want to make sure
that there's a check next to apply style two selection
and we'll click Okay. Now, all we have to do
to style out the rest of this text is click to put our
cursor in this paragraph, and then come over here and click to apply the body style. Put our cursor in
this paragraph, click to apply the body style, and finally put our cursor in this paragraph and click
to apply the body style, and we can see that
for some reason, it is showing up bold. So I don't know why that is
happening here just now, but it may not happen to you, but if it does,
let's talk about it. We'll look at this more later, but you'll notice
if I put my cursor back in our proper body style, you'll see it just says body. But this text, if we
put our cursor here, we get body, and we see
this pesky little plus. So that means something about this text has an
override applied to it. So something's
different about it. I don't know where
that came from, but it's easy to fix, and we'll look more
at this later. But to clear this override, we're going to right
click someplace here next to this body
style, right click. And we're going to choose apply body style and clear any
of those pesky overrides. And when we do that, we
get what we are expecting. Aren't styles cool? I think they're really
easy to work with. It's just takes some practice, and you have to get into
the habit of using them. And it might seem like it takes a little more time
to set them up. But really all it takes
is styling the text, or option clicking here,
and giving it a name. And once you do that,
you save yourself a boatload of work
and time later. We've got a lot more fun things to learn about styles as we go. So this is just the beginning. To make sure we don't lose all the awesome work
we've done so far, let's update our saved document. You can choose File, Save to update what
we've done already, or we can also just
press Command or Control S. Nice job so far. More good stuff ahead.
24. Threading Text Frames: So far, all of the texts
we've been working with in this particular story, as InDesign calls it, is in a single frame. But one of the cool features
of InDesign is that text can be threaded between
multiple frames. And we'll look more
about this later. But just to give you
a little taste of it, let's take this text frame. And drag this bottom node
using our selection tool. Keyboard shortcut is
V for very important. And we're going to
drag this up until we only have the H
one text in here. So you'll notice that all of
the other texts disappeared. Of course, it's not gone. If we drag this
down, it comes back. But it doesn't fit
in this text frame. And we can see that there's
more text in this frame than fits in its current size because
of this little red plus. So we call this
text overset text, because the text
in this frame is over the amount that can
actually be displayed. So this lets us know
there's overset text. So rather than expanding this and then like cutting
and pasting this text, instead, what we do is we click the little
overset text button. The little red button, and
that gives us a cursor that is loaded with
the rest of the text. And now we can come
down here and let's say actually we want this text
frame to start about here. I'm looking at the left
edge of this M right here, and now I'm just going to click and drag out another type frame. And when we let go
all of the text, that was overset in this frame. Flows right into this one. But it's not the same as if
we just copied and pasted. These are actually connected. InDesign calls this a story. This is a story, albeit
a pretty short one that is split from this text
frame to this one. We know that these are now threaded a couple
of different ways. One, we can see this
little blue triangle here. We call this the in port or maybe just I
call it the inport. I think it's actually
called the inport. But this little blue
triangle shows us that the text in this frame is coming
from somewhere else. And if we click
up in this frame, we see we don't have that
little icon over here, but we do have it on
this bottom right side. So this shows us
that the text in this frame is flowing
from this out port. Into this import. Now, if we want to actually see, if we dragged our frames around
and got them all jumbled, we might be confused about what order they actually go in. We can always check
that. If we come up to the view menu and we choose extras and we choose
show text threads. When we click on any one of these two
frames that are now, as we would call threaded, we will actually see a little
string connecting them. If we move this around, the string moves and this is just a visual way
to see that this is all one story and
the text starts here flows from this output
to this input and onward. If we had a series
of more frames, if we shorten this up a
little bit more and we click the little output again and we drag another
box over here, now our story is split
across three frames. What that means is if
we grab our type tool, and let's say that we add some more text to Erica's
little blurb right here. So I'm just going to
type some Gibberish. But you'll notice that
as I am doing that, it's pushing the text down, but it's not becoming overset. It's just flowing into
the next text box. So we can actually
highlight text from one frame to another
because they're connected. They're all part
of the same story. That also means if I go
back to the selection tool here and I select this third frame that
we don't actually want, and I just delete it. The text doesn't disappear, it just flows back up into this frame where now
it's overset again. We could either click the overset button and port
it into a new frame or we could just grab the
little corner down here and expand that frame. These little indicators
are always here. If you want to unlink
these, for example, this one, we would click the Import on this frame.
That's right here. We click that and then we click back on itself. Click again. Now we're saying, Hey, this text frame should
have text coming in from just itself,
which is empty. So you'll notice that put
all the text back up here. And we'll learn more about how to work with this stuff later. So we can undo that for now. And if I have this
loaded cursor somehow, we can just press
Escape to delete that. So what we want for now is this text frame up
here with our H one, and then we're going to
have all this other text in this frame down here and to keep things tidy
so we don't end up with these threads
all over our screen. Now that we know how the threads work and that we can turn
this on anytime we want, we can also turn it off. I'm going to go back up to
the view menu and choose extras, hide text threads. I'm going to undo all of this and get rid
of my gibberish, and we're going to be learning
more about working with Threaded Text Frames
later in this course. Right now, just know Threaded
Text Frames are a thing, and now we have two of them. We've got one
simple little story split across two
threaded text frames.
25. Working with Anchored Objects: Next up, we're going to learn
about Anchored Objects. To get started, we're going to create a series of frames to hold the profile pictures for
each of our team members. Now, up until now, we've
been selecting the images first and then bringing them
in and drawing the frames. But this time, just
to spice it up, we're going to do it differently and draw the frames first. We've also explored looking at the rectangle tool
for drawing frames. This time, we're going
to use the frame tool, the rectangle frame tool. For our purposes,
for this course, for here and now, you can really use these
interchangeably. What's nice about using
the frame tool is that you're telling in design that you plan to
put an image in it, although we can put an
image in these frames, too. But the other thing that's nice is when we draw
with these frames, we get this little
X in there and just makes it easier to see and is a little mental reminder that we intend to
put a graphic there. So let's grab the frame tool. If we click and hold, you can see that the
keyboard shortcut is F. We're going to come over
here and draw a little frame, so I'm clicking and dragging and because we want
it to be square, let's hold the shift key
while we are drawing it. Something about this
size should be good. When we're happy with the size, it looks like mine's
just over an inch, and I know that
because I can look in the top leftish area
of my control panel, and it's showing me the size, and I even have this
little flyout down here. So you can keep an eye on things as you go, which is pretty cool. So I'm going to set this
to be about this big. And when we let go, we see the frame and the
little X through it. Basically just means
we drew it with this tool and that we plan
to put an image in it. Now, rather than having to
draw out three more frames, let's just make
copies of this one. We're going to do it on the fly, which means we need to grab our very important
selection tool. The keyboard shortcut is
V for very important. And to make a copy
of this on the fly, we're going to hold down Alt or option and then drag
out a copy and let go. And we need two more. So we could just drag across these two to throw
a net over both of those, hold down Alt or option again, and drag down Alt or option tells in
design to make a copy. And you'll notice it
can be tricky to drag it straight down gets
a little wobbly. So to force it to be straight, you can add the shift key. And we can even see these
little green guides turning on right here and letting us see when the spacing is equal. Let's go ahead and
get our images now. So we can press Command or Control D to drop
in some images. And this time in our oh
three brochure folder, we're going to grab this one by gaining visuals,
courtesy of Unsplash. This one by Jennifer
Marquez of A Unsplash. Here we have urn Aranas. Not sure I'm getting the
names right, but I'm trying, and we've got this one
from Oswald El Saboa. Don't need any import options, so we'll uncheck that and
we'll just click Open. Now, this is going to
give us a loaded cursor and you'll notice that
there's a little number in there with the four. We've got four images loaded on our cursor and
just like we saw earlier, we can cycle through them with our arrow keys on our keyboard. This is going to be Erica. We're just going to click to plop that right in the frame. This is going to be Liz. This is going to be Lynn. And this is going to be tie. And before we get too precious about composing them
within the frames, let's actually imagine that we decided we wanted these
to be circles instead. How would we do that? Do
we have to start over? No. Throw at over everything
to select all four of these, and we're going to come
up to the Object menu and choose convert shape, and we're going to
choose ellipse. Nice, right? And now we can
click away to deselect them. Now, ultimately, we want each of these profile
pictures to be sort of connected to the person
whose name they go with. And while we could just drag
these around until they kind of line up something,
I guess, like this. The problem, then, is, let's say we change
this tech frame. Well, now it's narrower. So now, like, Liz
needs to be down here, and then we need to move Lynn. And then we need to move tie, and this starts becoming a
real pain in the behind. So, going to undo that. And a solution for that is
to anchor these objects. That's different than
grouping because one, all of this text is
in a single frame. So we can't just
group this image to this whole text frame because what about all the other images? So that's where Anchored
Objects come in because anchoring things allows graphics like this to actually move and respond to the text. So just like an anchor
holds a boat in place, here we're going to anchor
this graphic so that it's always in the right
position next to this text, no matter where this
text ends up flowing. So how do we do that?
We're going to come up here to this little blue
dot and look at that. Even if we hover InDesign
is helping us out. It says, drag into text
to anchor the object. We can shift drag to make an inline object
or we can option or Alt drag to open the
dialog with more options. So for right now, let's just
take this little blue dot. We're just going to drag it until you see the cursors right here to the left
of the E and Erica, and then when we let go,
boom, it's anchored. How do we know it's anchored? Look at that. We got a little anchor
right here. Cool, right? Now, we don't have any options. We didn't get to set any
particulars about our anchoring. And when you anchor
objects like this, you definitely want to
be specific about it. We can right click on this object and choose
anchored object options. Or by the way, you can also un anchor it by
choosing release. Here's what the
options look like, but if we command or control
Z to undo that whole thing, this is what InDesign
was trying to tell us with this little flyout. If we hold down Alt or option, while we drag the little blue.in
here and when we let go, not only does it get anchored, but it also opens
up our options. There's several different
types of Anchored Objects. If we click this drop down, we'll see that there's
inline Anchored Objects, there's above line
Anchored Objects. In this case, we are
custom making this because we want this anchored image to just float around out here. So we're going to
set this to custom. And down here, under
reference point, in design always defaults
to some goofy setting. But it kind of works best for my brain and I think a
lot of people's brains. If we think about
this object here, kind of talking about
this top right corner and that the settings we're
going to put in here, we want to apply to
this top right corner. So let's set that
reference point here in this little
matrix, top right corner. Down here where it says the X value
should be relative to. We're going to choose
from the strap down and choose anchor marker. So this value should be relative to the marker that
we're putting right here. So don't freak out if this
sounds crazy. I promise. In design is making it seem more complicated
here than it is. Now, we can move things around with these
numbers down here. Now, how do we know the
right numbers here? Well, for one thing, we want
to turn on our preview. And look what happened. I jumped way down here, and
that's not what we want. So now we just make adjustments until the image
ends up where we want it. So let's start
with the Y offset. We've got this set to be
relative to the baseline. And because it's the Y axis, when we make changes here, it's going to move the
graphic up or down. So we just make adjustments
until we've got it in the vertical
position where we want it. So now let's work on the X axis. Just like in math class, this is telling in design
the coordinates for the reference point relative to the anchor marker
along the X axis. So when we make changes here, the graphics going to
move left or right. Let's set the X offset
value to 0.18 75. All right. Then we're
going to click Okay. Now, what does that mean? Let's come over here and take our text frame and watch what happens if we make it narrower. So instead of the text frame lining up with the
left side of this M, let's drag it in till it lines up with the right side of the M. Look at that. This
moved along with it because it is anchored to the invisible
little anchor here. Actually, if we zoom in on this, you can press Command or Control plus plus
plus and zoom in. If we want to see the actual
anchor that's in the text, we can go to the type menu and choose show hidden characters. And look at that. Now we can see all the invisible things that
are actually in our types. So, for example, here
is a little Pill crow, paragraph symbol, which lets us know that there's
a return here. This is the end of a paragraph. Here we see another one
and another one here. And if you really look in here, we can see all the little dots. These are spaces between words. So it's really easy to tell if you've got
double spaces anywhere. And this right here,
this little symbol, which looks like the symbol
for Japanese yen this symbol, in this case, is the anchor. This is the spot where
this image is anchored. Cool, right? Now, don't worry, we're not going to repeat all that tedium for
these other images. Like with many
things in InDesign, there is a better way. Before we move on, let's save our work
Commander Control S, and I'll see you
in the next video.
26. Using Generative Fill: Before we move on,
I wanted to jump in real quick and show you something that we just didn't need in
any of our projects, but I want to make sure
that you know it exists for those moments when you may
find yourself needing it. And that thing is called generative expand
here in in design. So, as we've learned
in in design, we can have frames like this, and then we can put
images in the frames. And so far and throughout
the course, actually, the images are all going to work great in the frames
the way we need them. But that's not always the case. So let me show you what I mean. If I grab this picture of Tai Kalathea and I put
him in this frame, this is a very tall
and vertical photo and the frame is the
complete opposite. It's very narrow and horizontal. Sometimes that works,
sometimes it doesn't. So let's just say, for the sake of learning that we have this picture
of Thai alithea and we need to use
it in a layout where it needs to be
horizontal like this. And we need to fill
some area over here. Obviously, we can
enlarge the image, but then we may not
like the composition. So generally, if we wanted to keep the
composition as it is, but basically just
fill in this area, normally we would
go to Photoshop, and then we would, you know, try and edit this and then bring it back over
and all of that. Don't have to do all
of that anymore. So we can select the
frame here in Indesign. And if we go to the
Window menu and we choose text to image, we'll get this little menu here, and then from this drop down, there's a list of
several options. The one we're looking at here is called Generative Expand, and we can just leave the prompt blank and we'll
just click Generate. In Design is going to give us three variations to choose from, and it's going to keep
the image like this, but it's going to fill
in this empty area. All right, so here is
the first variation. Pretty good, but I don't
know what that is. Here is a second option, nice and a third option. I definitely think this
second one is the best. So that's kind of
all there is to it. We've got these three
different versions here. So that looks good. Sometimes, you may notice
that if you click through on these different variations and then you mouse over your image, you may end up with
a loaded cursor, almost like it's going to place a second instance of the
image on top of itself. So I don't know. I think it's kind
of buggy yet Uh, so I can't say I
really use it a lot, but I just wanted you
to know about it. If you end up with
a loaded cursor, I'm trying to get it to do
it now. Oh, there it is. See this. There's
my loaded cursor. So you can either
press escape to clear the cursor or
just Alt or Option click to place that image in the frame replacing
the previous one. So yeah, kind of goofy. But the important
thing to know about what's happening in
the background is that we have not altered our original photo
of Tai Kalathea. That is still safe on our hard drive in
our project folder. So if I go back, here it is. So you can see it's
still vertical, and it still ends before
the shadow right here. So it's not editing that file. What it is doing is making a copy of it in a
super weird place. And the way we figure that out is by looking in
the Links panel. So here in the link panel, we can see that this file
name does not match this one. Our original file name
can be seen here, and now it's called GenaI
and a bunch of Gibberish. Also, this file is here in
my course files folder, and this image that's in
In Design now is located. If I hover here, you
can see the file path. It is in my documents folder in a folder called
Indesign Gen AI Assets. So if I write, click on this and I
choose Reveal in Finder, it's going to show me
this folder alongside all the other images that
I've generated in Indesign. And I know I just told
you I don't use it a lot. This has all been for just
testing, and playing with it. But if we go up a folder, you can see it just
made this folder in my Documents folder,
put it there. So it's kind of awkward
how that works. It's not a big deal,
and coming up, we're going to learn about
how to package up all of your links and all of your graphics and things
that are in your image. So it's not a big deal that
this isn't a random folder. It's just I pointed out so that you're aware of it 'cause
I didn't expect that. I don't know what I expected
when this feature came out, but I didn't know it
was going to be that. I guess I would have
thought it would have just generated this and put it next to the source image that
I placed in the beginning, but that's not how
Insign handles it. At least not now.
So there you go. That is a little overview of generative expand
here in Insign.
27. Working with Object Styles: So just like we created paragraph styles to
handle our text, we're going to create an
object style to handle this anchoring business
so we don't have to go through that again for
these other three images. So with this image selected, let's open up our
object Styles panel. So we'll go to the Window
menu and under styles. Just like we have paragraph
styles and character styles, we also have object styles. And because we're going
to use this again, let's dock it
somewhere over here, in whatever spot you like, this is the little icon for it. Okay. So now that we've got
this set the way we want, we're going to slurp up those settings into
an object style. The process is just like we
learned for paragraph styles. So to save us an extra click, we're going to hold
down Alt or Option while we click the
new style button. That pulls up this
dialog here and we're going to call it
anchored object. We're not going to
base it on anything. Now, here's what's kind of
fussy about end design is it's asking us which
attributes we want to slurp up into this
anchored object style. And by default, it wants
to suck up everything. So if we scroll through here, you'll see that
there's checkmarks next to almost everything. And we don't want
that because we want this object style to only be
about the anchor settings. So we don't care about fill or stroke or corner
options, et cetera. So we could come
through here and manually remove all
these checkmarks, turning them into dashes. So the checkmark means that those settings are going to
get slurped into the style, and a dash means in design
is going to ignore them. But you can see there's
a lot of settings here. So that kind of sucks. So I'm going to put these back and what we can
do instead to save a little time is
if we scroll down here and find the one
thing we do care about, which in this case, are the anchored object options
that we set up already. So instead of unchecking
everything except this, if we hold down Alt
or option and we just double click on the setting
that we do want to slurp, it's going to set dashes to everything else except
where we double clicked. That is a huge hidden trick. I'm not sure a lot
of people know about this, but that's pretty awesome. So this is the one
we care about. We can ignore everything else. Then just like with
our paragraph styles, we want to make sure that we do apply this style
to the object that we slurped all the settings from because we
want to make sure that it also gets
tagged with this style. And then we can just click Okay. So now that is our
anchored object style. So our next step is going to be to anchor these other objects. But don't worry. It's going
to be super easy now. We're going to click
to select this frame. And because we have these anchored object
settings already in place, we don't have to
worry about alt or option clicking to
get our options here, we're just going to
anchor it, and it's not going to be right
for the moment. That's okay. So we're
going to click and drag that blue little anchor until it's here to the
left of the L in z. Nothing moves or changes, but we see that it is anchored. Then we'll come
down here for Lynn, click and drag that blue
little dot right over there, and same for tie, click and drag the
blue little dot. Now they're anchored, but we haven't applied the
style to them yet, and we want them all
to be anchored with the same settings
that this one is. We'll just go through
them one at a time. We'll select Liz right here. Instead of having none
for the object style, we're going to click
anchored object, and boom, it moves into
just the right spot. Then we'll grab Lin's picture, which has already been anchored, but the options
haven't been set. We'll apply the anchor
object settings, boom. And, of course, tie, same thing, anchor that object. So the benefit of
all of this is, let's say that we're going
to add some more text here to Liz and
her little blurb. So I'm going to put
my cursor in here, and let's add a
space at the end. And let's type Rumor has it. Her collection numbers
in the hundreds, period. Like her collection
of plants, right? And did you notice what happened that as we typed that out, instead of having to manually go and reposition everybody
else down here. I just they flowed along with the text that
they're anchored to. Let's come down here
to Lynn's text, and if we click to put our cursor here and
we add a space, let's add another
sentence for her hasn't met a plant she
couldn't tame, period. Awesome. Let's press
the escape key to get our cursor out of there, and now we have our
frame selected. And now, if we drag that
frame a little bit wider, the graphics will move with it. So this is different
than if we had just simply grouped them. So that's the benefit
of anchored objects. We'll look at two other types of anchored objects
later in this course. Right now, though,
let's quickly do a better job of composing these images within
their frames. So with our very
important selection tool, we can double click
on Erica Jade here, move her up, so that
that's a little better. I'm holding the shift key
to make it easy to just drag straight up and not get
out of alignment like this. Same over here with Liz Flowers. We're double clicking to select the content
within the frame, and I'll hold the shift key so I can just pull her straight down a little bit so she's not falling out of
the top of the frame. I think Lynn Lynn seems like, pretty good where she's at. Tie. Double click on Tai. Tie needs to move up
and probably be scaled. So let's hold the shift
key while we drag from this top right corner to enlarge him a little bit
so we can see him better. And let's see how we're looking. Let's make sure we don't
have anything selected by pressing Shift
Command or Control A, and then let's get into wonderful mode with
the W key. Nice. Page one is Rocking. Press Command or Control
S to save your work, and I'll see you
in the next video.
28. Editing Object Styles: Before we move on, let's take care of two housekeeping things. One, if you like looking at all of these little hidden
characters, awesome. I like to turn them on when I need them and off when I don't. So I'm going to go
back to the type menu and choose hide
hidden characters. The other thing is, you'll notice a couple of
these paragraphs, at least in mine because again, yours could be different
if your text column is slightly a different
size than mine. But here I can see that
I've got some hyphenation happening in two of
these paragraphs. And I don't want that. And we definitely
don't want to come in here and manually
break lines. So this is an example of
where all we have to do is update the paragraph
style for this text. So if you recall, this text
here is our body copy. Let's make a simple
one click edit to our body copy to turn
off this hyphenation. One of the ways to do that is to come into this paragraph, and we come up here to the control panel and we go into the paragraph
formatting controls. Here we'll see an
option for hyphenate. Let's uncheck that and you'll see that the hyphen goes away. Of course, we've made a
change to the text now that was previously tagged
with the body copy style. Let's look at our
paragraph style panel, and you'll notice that it's
still tagged with body, but now it's got
this little plus, which of course, means override. That means there's
something different about this paragraph of
body copy than this. If I put my cursor up here, it says, Hey, body copy. But here, it says,
something's different. And yeah, something's different because we told it
not to hyphenate. Previously, I showed
you what happens if we clear the overrides, but in this case, what we want to do is
we want the settings for this paragraph
without the hyphenation. We want those settings to replace the current settings
for our body style. One way we can do that
is with that override, we're just going to
right click and we're going to say redefine the body style based on this text that our
cursor is currently in. So we'll say redefine and not only does that make
the override go away, but now it has actually
redefined the style, which means that
the other hyphen that was down here
is now gone because we've incorporated
that non hyphenation setting into the body style. Pretty cool, huh? We'll learn
more about editing styles later as well as more ways to work with different types
of anchored objects. But for now, let's check
out how awesome page one is looking by making sure we don't have anything selected. We'll press Shift
command or control. A, and then let's press W to check it out
in wonderful mode to hide all the guides and margins and all that
stuff. And, Wow. Make sure you save your work by pressing Commander Control S, and I'll see you
in the next video.
29. Placing Graphics Across Panels: Moving on to page two, there's a couple different
ways we can get to it. We can toggle to our hand tool by pressing and
holding the space bar, and then we can drag
down to page two, and when we let go
of the space bar, we are back to our very
important selection tool. Or another way if we've
got our pages panel open, which can always be found like all the other panels
for the most part, under the Window
menu right here, we can jump to different pages in our document from
the pages panel. So in this case, we
could just double click on page two,
and here we are. Now, of course, you
might be wondering, Hey, what happened to all
those guides that we spend so much
time placing here? Well, we're in wonderful mode, and that hides all of
those things like guides, so we need to get out of wonderful mode by pressing
W on our keyboard. So just like with page one, we're going to start by
placing our graphics first. So you can choose File Place
or use the keyboard and press Command or Control D
to drop in our graphics. So the images we'll be using this file called blackeaf.ai. That's an Illustrator file. I'm going to hold down Command
or Control to also select this picture of the flower
petals by Eugene Golovs. Also, that's an unsplash image, as well as this leaf PSD file. We don't need to include
import options and click Open. Let's use our arrow keys and arrow over till we've
got this image active. Now, this image, we're
going to place it so it fills this whole left panel. So this is going to be the
inside of the brochure. And if you're looking
at the brochure, you have the whole thing opened. This will be over
here on the far left. So because we want this to
reach up here to the edges, but we also want a
well trimmed edge, we're going to go all
the way to the bleed right here and then
click and drag and we'll hold Shift to unlock those proportions and come all the way down to the
bleed at the bottom. And then we want to reach
this all the way up to this fold line right here between the two panels,
and then we can let go. Next, I'm going to
arrow over till I see this little black leaf. And something about here ish, I'm going to click and drag. And I want this one to spill over a little bit
into the other panel. So I'm holding Shift
to unlock that, as well, and maybe
about like that. And finally, this one's going to go up here about like this. And here's another
little tip is, if as long as you're
still holding your mouse down and you decide you want to scooch this over, don't let go of your mouse. And if you add the space bar, it kind of unsticks it, and then you can
drag it around and then wherever you are when
you let go of the space bar, then you can continue to
resize it from there. So the trick is to just not let go of your mouse
until you're done. It's a lot like a
game of Twister. So maybe something like
this and I'll let go. Alright, so this is pretty good. The idea here is that I
want these to cross over from one panel into the other. So you can fine tune
them a little bit, and we may end up moving them a little more once we
get our text in here. Now, this one, I want to
rotate it a little bit. So with the selection tool,
I've got it selected. All we have to do to
rotate it is hover our cursor outside
one of these corners, and you see how you get
this double headed arrow, then you can just click and drag to give
it a little spin. And I think I'm going
to move it up a little bit, something
about like that. Again, we'll fine tune all
that later. So this is great. We placed a JPEG, a PSD, and an Illustrator
file down here. And I just want to show you
just for your own knowledge and know how because when
you are placing images, sometimes it makes a difference the way
you bring them in. So because we brought this
guy in through file place, you can see when
I select it here, I am not able to access any of the color information
in this vector file. So it's here the same way this JPEG is here or
this PSE is here. I can't access this. But just so you know, so you don't have to do this, but I just want to show you. If instead of placing this, if I had first opened
this in Illustrator. So now I'm looking
at Illustrator here, and if I had selected it and copied it and gone
back to In Design, and then pasted it. I still have the vector data. So this is still a vector file, same as this one.
But look at this. Now when I select it, I get the color info, so we can see here that it has a black fill or up here
in the Control panel, it has a black fill. And that means if we wanted to change it
for whatever reason, maybe we want to give
it a different color. We could come in here, and now we could
change the color. It's the same file. The difference is this one was placed and this one
was copied and pasted. So both of them have
their advantages and their drawbacks. For example, now that this
is copied and pasted, it doesn't show up
in the Links panel, which means if this file
got updated somewhere, it wouldn't update
here in in design. So if we look at our Links panel and pull this down a little bit, you can see that this version
of it doesn't show up here. So it's a free agent. It's unlinked, whereas this one is right here and it's linked. So if this was a logo that
got updated somewhere, it could very easily be
updated here and in design. Like I said, both scenarios have advantages
and disadvantages, but I just wanted
to point that out. So I'm going to go
ahead and delete that. We'll leave this guy here, so
we all have the same setup, regardless of whether you
have Illustrator or not. Pretty cool, though,
right? Let's save our work and I'll see
you in the next video.
30. Paragraph vs. Character Styles: So in this video, we're going to place some more
text and learn about the difference
between paragraph styles and character styles. Previously, up on page one, when we brought in this text, we copied and pasted
it from a text file. This time, just to learn
another way of doing things, we are going to place
the text file itself. So we can choose file place, or we can press
Command or Control D, and we're going to navigate to the text file
called official. So official dot TXT. This time, we do want to
enable Show Import options, and then we'll click Open. So because this is a text file, it's showing us some text
import options to go with it. For example, we can choose
which character set we're going to use to
bring in this text. We want to set it here
to Unicode UTF eight. Everything else
can stay the same. Just want to point out when
you bring text in this way, you can do some extra things
like if you know you've got extra returns at the end of every line or
between paragraphs, you can have that cleaned
up when you bring it in. So that can be really
helpful sometimes. Then we'll go ahead
and click Okay, and here's our loaded cursor. So we just need to
draw text frame, and we want to make sure that the text frame reaches
all the way from this margin here on the left
to this margin on the right. Now, let's zoom in a little bit so we can see
what we're doing. I'm going to press
Command or Control plus to scooch in a
bit and check out how easy it's going to be to
style this text because we've already created the paragraph styles
that we're going to use. To assign them, we need to insert our cursor
into the text. So we want to make sure
we have our type tool, and then we can just
click to insert our cursor into this
text right up here. It's official. That's going
to be the H one style. So we can open up our
paragraph style panel. If you've lost it somehow, you'll find it under Window
styles, paragraph styles. Then all we have to
do to style this is click H one to apply that style. Next, we're going
to highlight all of the text here from welcome to your plant era all the way through the end of the line
where it says, Need support. We're here for you. This is going to get the
body copy style. So we'll come over here and click to apply the body style. We can see that there is somehow an extra
space right here, so let's put our cursor
in there and delete it. And there seems to be
another space right here. So let's delete that too. We're going to
style this chunk of text in another video shortly. So if we right now, we're
just going to focus on this. So we've already applied the H one style and the body style. So what happens if we come
in here and we decide we want this welcome to your
plant era to be bold. So we're going to
highlight it and if we come up in here
to our Control panel, we want to make sure we're in the character
formatting options. And we're going to
change the font from Montserrat Light to bold. You'll notice the
minute we did that, we got one of those pesky
little override symbols showing up next to the
style in this paragraph. So that tells us
there's something about this paragraph that does not fit the attributes
that are assigned to it. If we click in the
second paragraph, you can see that
override goes away. Before we address that, let's add another bold right here where it
says, keep it simple. Again, highlight this text, come up to the control panel or the Properties panel if
you like to work that way, and we're going to
change that from Montserrat Light to
Montserrat Bold. Look at that, we get
another override. This is where character
styles come into play. Because as we work through
this simple document, it's just a little brochure. It's not a huge big deal to manually have all
these bolds in here. But the best practice for
handling these overrides to our paragraph text is to
do it with a character style. So for right now, let's
remove the bold right here. So where it says, keep it simple, let's
set that back to light. And you'll notice the
override goes away. So what we need to
do is create a style that we can use to
make things bold, even when they're within
a paragraph like this. Now let's go back up here and let's highlight this bold text, which is throwing us an override
to the paragraph style. But now we're going to create a character style
to handle the bold. For that, we need to go to
our character style panel. Conveniently, and design
usually groups them together. So you'll notice we don't have any character styles right now. So we're going
to create one. Just like we've done with paragraph styles
and object styles, we're going to select the text that we've
already styled with the attributes that we want
to slurp in to our style. We're going to hold Alt or option and click the
new style button. And we're just simply going
to call this style bold. That's all there is to it. That's all it's going to do
is it's going to take text, and it's going to bold it. We don't even care
what font is selected. We don't have a font selected. We're not even specifying
a font because actually the font choice is being
handled by the paragraph style. We're only specifying
that whatever the font is, it's
going to be bold. So back here under the general settings,
now that we've named it, we want to make sure
that we click to apply this character style to that selected text, and
we're going to click Okay. So now we have a character
style called bold. This looks the same. It's just
bold. But check this out. If we go back to the
paragraph styles, the override is gone. Because now in design knows this is a paragraph style
that looks like body, and this bold little
bit has, like, special permission from the character styles
panel to be bold. And so it's not upset anymore, and the little override is gone. So now if we come down
here and we highlight, keep it simple, and I'm going to include the
period here at the end. And now if we want to
make this bold also, instead of coming up here and just manually putting
in some bold, instead, we go to the
Character Styles panel, and we tag it with bold. And now, again, if
we look back with our paragraph styles,
there's no override. In a way, these character styles are kind of like
giving your text a free pass to do
something a little bit different than what's going on in the rest of the paragraph. So let's do one more up here
and highlight the word lot. But this time instead of
bold, let's italicize it. Again, the easiest way
to set up styles is to just make it what we want to look like here and
then slurp it in. Let's come up to
our Control panel and instead of Montserrat light, we're going to change
it to italic, which, of course, if we go to
our paragraph styles, oh, pesky pesky, we have
got a little override. We're going to take
care of that by making a character style. Again, with our text
styled and highlighted, we're going to hold
Alt or Option. Click to make a new style, and we'll call this one italic. And again, under basic character
formats, doesn't matter. All we care about is
that it's italic. The font choice is being handled by the paragraph
style setting. Got to make sure under general, we got to go back and
make sure that we have it checked here to apply
the style to the selection. We click Okay. And if we peek back at our Paragraph
Styles panel now, the override is gone. So that is how paragraph styles and character styles
work together. You style the overall text
using paragraph styles. And anytime you want to
have a little override, like maybe you want to
change the color of a few words in a paragraph
or make it bold or italic, you can give it permission
to behave a little bit differently by creating and
assigning a character style. Don't forget to save your work, and I'll be waiting for
you in the next video.
31. Creating Bulleted Lists: All right, are you feeling
ready to tackle bulleted list? Let's do it. First
thing we want to do is give this text
frame some more room. So I'm going to grab
the selection tool and just extend this text frame all the way down to this margin. Next, this text here
that says join us for this needs to be styled with
an H one paragraph style. So let's press T
for the type tool. Click to insert our cursor
anywhere into this line. Now, we think of this
as just a single line, but it is a paragraph. So we want to insert our
cursor into that paragraph. Open up our paragraph style
panel and tag it with H one. And these are the list items that we're going to turn
into a bulleted list. So let's select these
items, and for now, let's just assign them the body paragraph
style. So far, so good. All right, so for
this next part, it's really important
that we actually don't highlight the whole item, the whole list item,
we just want to insert our cursor into this paragraph. If we want to make
this a bullet, we could come up here
in our Control panel, and in the character formatting, it's way over here
on the far right. So I'm not sure if
this shows up on everyone's monitor or if it
depends what your setup is, but I can see the bulleted
list item right here. If you don't see it,
you can also find it in your properties
panel right here. Or up here again in
the Control panel, if we go all the way
to the left and switch over to paragraph
formatting options, then it shows up here
in about the middle. So take your pick.
You'll notice if we just click and make this a
bullet, two things happen. One, that is a terrible
looking bullet, and it doesn't appear we have
any options to change that. And two, of course, we get an override because we've just tagged this as body copy, and now we've gone ahead
and bulleted this. So what we're going to do is make a better
looking bullet setup, and then we're going to create a new paragraph style
for a bulleted list. So for now, we can unbulet this by clicking
the bullet list again. And instead of clicking and unclicking to
make that bullet, we're going to reveal some
additional options by holding down the Alt or Option key and clicking on
that bullet button. So this is going
to add a bullet, but here we have
all kinds of ways we can make a way
better looking bullet. So for starters, make sure you can move
this over so you can see what we're doing over here and see this panel
at the same time. So up here at the top,
where it says list type, it's currently set to none. Not very helpful. Let's
change it to bullets. And here we get that ugly,
tiny microscopic bullet. You really need like magnifying glass to
look at that thing. So we have some other options here that we could choose from. So maybe you want to have
a little diamond bullet or this double arrow
bullet. Those are all cool. But we can actually add any character from any font that we want. So let's click AD. And down here under font family, we're going to type
ITC space Zap ZAPF. So this is going to bring
up the ITC zap ding bats, font, and then press tab. That will change over the font. Now, this font, if you follow it along and set up
everything at the beginning, you should already have this
font installed or activated. So now we're going
to come up here and I like this really big, thick, chunky, bold X. So if we hover over this, we see that this character is called heavy multiplication. And I think that's perfect
for this bold brand. So I'm going to select
that. Now, it's tempting to just say, Okay. But if we do that, this window closes and nothing happens. So what we want to
do is click Add, and then we can click Okay. And now we see that that bullet character shows up
in our little list here, and we can click to select it. That looks a lot better
already, doesn't it? This area here we'll learn more about when we do numbering. So right now, just
leave this alone. But what if we decide that we want this bullet to
have a different color? And a color that's different than the text for
the item itself. So we're going to
leave this text black. But it turns out the
only way we can style or change the color of this bullet is with
a character style. Because remember, ultimately, this whole bullet setup is going to become a
paragraph style. And if we want the bullet to be a different color
than the text itself, that creates that
override situation. Then we're going to
need a hall pass or a permission slip. So we do that with
a character style. So if we click our dropdown, of course, we see
a list of options. We've already created an
italic style and a bold style, and here we get the
chance to create a whole new character
style right here and now. So that's what
we're going to do. We'll give it a brilliant
name like pink bullet. And from the list of options
over here on the left, we're going to choose
character color. And now we get access
to our color settings, and we can scroll down and
pick this pink color here. You'll notice if we drag
this out of the way, we're not seeing any of this. Even if we turn on preview, we're not going to see
it right here yet. But we will click Okay,
and then it will show up. Look how much better
that looks already. So we created a bulleted list by Alt or Option clicking on
our little bullet button. We added our own bullet. We created a pink bullet
character style to give it permission to do something different than
the rest of the paragraph. And it's also the only way to change how the
bullets actually look. And now we're going to deal with the positioning and
alignment and all of that. So down here in this area, let's bump the left
indent to 0.25, and we're going to
change this tab position here to 0.31 25. And then we'll click Okay.
Now, just as expected, we've got an override situation because we tagged this
with body copy style, and then we went all fancy and turned it into a
bulleted list item. So, of course, we've
got an override. And in this case, we're going to deal with that
by just creating a whole different
paragraph style for our bulleted list items. So all we have to do is alt or option click the create new
paragraph style button, and we'll call it bulleted list. Now here's something
we haven't done yet before is down here
where it says based on. All the paragraph
styles we've created so far have been based on
no paragraph style. So they were totally
independent. But in this case,
we want this text here to be the same style
as the body copy, right? I mean, we want it
to be bulleted, but we want it to look
like bulleted body copy. And let's imagine that
sometime down the line, somebody some art
director, a client, somebody somewhere says, Hey, we don't want this to
be Montserrat anymore. We want it to be Helvetica. Well, then we'd have to
change the body copy style, and we'd have to come and change the bulleted list
style unless we base the bulleted list style on the body style.
See what I'm saying? Then if we change the font in the body style to
something else, it will automatically update in the bulleted list style, too. And that is an example of how
powerful these styles are. So I know it can sometimes feel overwhelming and you're
like, Oh, this is crazy. I just want to format
things my way. But you will quickly
see that working with paragraph styles and
character styles saves you so much time, and it really makes less room for error in your documents. So this is a good
habit to get into. All right, we want to make sure that this bulleted
list style gets applied to the active text where our cursor is, so
we're going to click Okay. And now we can
select the rest of this text and apply the
same bulleted list style. Tada. That looks awesome. Our client is gonna be so impressed with your
fancy pink bullets. Save your work and meet
me in the next video.
32. Numbered Lists: Questions: Alright, we are getting close to the finish line for our
beautiful brochure. This next little section
is going to have a fun little
multiple choice quiz to help educate
new plant parents or potential plant parents. So we're going to drop another
chunk of text in here, and I can see before I do that, I can see I have my
cursor active over here. So I want to get it out of
there before moving forward. So I could press Escape. That will get my
cursor out of there and select the type frame. And if I want to make sure I don't have anything selected, I can hold down Shift, command or control, and tap A. Next, let's bring in
another chunk of text by pressing Command or Control
D to drop it in here, and the text we're
looking for is called leafylearning dot TXT. We can show our Import options. And just like last time,
we're going to make sure we set this to Unicode UTF eight. If you place this
in here and you end up with some
unrecognizable text, then this could be Y. So you want to make sure
you have it set here. We can leave all this stuff
alone and just click Okay. There's our loaded cursor, and let's click and drag from these inner margins
to make a text frame. So the top line right here, Leafy learning is going
to be another H one head. So we want to insert our cursor here by switching
to the Type tool. So I'm going to press the letter T rather than going
all the way over here to grab the Type tool and click to insert
our cursor there. And in our Paragraph
Styles panel, we're going to click H one. And just like we did over here, let's select all of this text and tag it as body
for right now. So the idea is that this
is going to be like little multiple choice bit. So here we have a question.
The first question says the number one killer
of house plants is, and that's followed by three
multiple choice options. Then there's another
question and three more options and a third question and
three more options. And then these are the
correct answers down here. So what we're going to
do is create a pair of list paragraph styles to handle the different
formatting for the questions and the answers. So ultimately, we're
going to work with one list with two levels it's going to have one level to handle the formatting and the numbering for the questions, and it's going to
have another level to handle the multiple
choice answers. So it'll say A, B, and C, just like when you
were back in grade school. And each level gets its
own paragraph style. It'll make sense
when we get into it. So we're going to start with
the question right here. So we can just insert
our cursor in here. And just like before, when we added the bulleted list, this time, we're going to
go to the numbered list. So wherever you decided to access the
bulleted list button, you'll find the numbered
list right next to it. And instead of just
clicking on it, again, we want all the fancy
features and options, so we're going to
hold Alt or Option and then click on it.
And look at that. We even get the
same dialogue box. So now we can choose what type of list we're trying to make. Last time we made
a bulleted list. This time we're talking
about a numbered list. We'll leave the list
set to default. In Design gives you
the opportunity to define multiple lists
within a document, but we're just going to be
working with the default list. And as we will see later, we will be creating a
list with two levels. This that we're working on right now is going
to be Level one. Leave that set to one.
We want the format to just be numbers like
one, two, three, four. And here we can specify what kind of character we
want to follow the number. The default is to have the
number followed by a period. But I'd like to change
that to a parenthesis. The way we do that is we come in here to what
looks like GarbGook, but this is code, and we just put our cursor in and backspace to
delete the period, and I'm going to put in
a parentheses there, and as soon as we hit tab, you'll see it update over here. Assuming you have that
preview option turned on. Alright. Now, just
like with the bullet, it's asking us what character style we might want
to apply to this number. And in this case, I just
want it to be bold. And we've already created that bold character style so we can just select
it from the list. Here, where it asks us the
mode for the numbering, we can either give it a
specific number to start at or we can choose continue
from previous number. So we're going to leave this set to continue from
previous number. Down here, we can adjust the
alignment options again. This time, I think the
number is okay where it is, but I do want the text
to be closer to it. So let's drop this tab position down to 0.25 ". That looks good. We can click Okay. And just like we saw over here
with the bullets, because we've now taken this text that was previously
tagged with the body style, and we've applied numbering
to it, we get an override. So before we make this into
a new paragraph style, let's select the text here
and let's make that bold. But this time,
we're going to bake the boldness into
the paragraph style. So let's come up
here to character formatting and make it bold. And now we're going to slurp all of this into a new
paragraph style. So that will include
the fact that this is bold and that it is numbered. So in our paragraph style panel, with our cursor
active right here, we're going to hold Alter option and click to create a new style. And we're going to call this one numbered List Colon
Ques for questions. And just like we did
with the bullets, we want to base the style on the body style
so that, again, if we change our
body style font, it will automatically update in both the bullets and our
numbered lists over here. We want to make sure
we apply the style to the selection, and
we'll click Okay. So now we've created our
first numbered list. For now, let's save our work. And when you're ready,
join me in the next video.
33. Numbered Lists: Answers: Previously, we built our
numbered list here to tackle our questions in our little multiple
choice section. In this video,
we're going to make a numbered list to
tackle the answers. But instead of numbers, they're going to be
letters like A, B, and C. But even still, they're still considered
a numbered list. So let's check this out. We want to start by
putting our cursor in this first option
for the answer. So in this case, under watering is going to be our
answer choice A. And just like we've done before, go back to where we
have this button for bullets and numbering
and Alt or Option click. To bring up this dialogue. And again, we're going to
choose a numbered list. Again, the list is going
to be the default. But here, this is
where we're going to change it to be Level two. So the question is the part
of the list that's level one. And the answer is
going to be level two. And instead of formatting
the answers with numbers, as you expect in a numbers list, we're going to click
this drop down, and you'll notice we can
also choose letters. So we can actually have a
numbered list with letters. This time, I do want to keep the period.
So let's do that. And for the character style, we'll leave that set to none. So here we want to
make sure the mode is set to continue
from previous, which means this
answer will be A, the next answer will continue, meaning it'll be B,
and this will be C. But we also want to make sure that that numbering
or in this case, lettering starts over again
after the next question. So because this is Level two, if we go back to level one,
you see it's grade out. But because this is Level two, there's this option to tell it to restart the
numbers, in this case, the letters anytime
that the list is interrupted with
any previous level, in this case, level one. So this is what's
telling in design to restart the lettering after every time there's another interruption
by a new question. Down here, we want to adjust
the alignment a little bit. So let's bring the left indent, bump the left indent up to 0.25, and we can leave
the tab position where it is, and
we'll click Okay. So now that we've got our style created, we
just have to apply it. So this is already
tagged as being answers. So these two paragraphs, these are also answers.
So look at that. They automatically
become Bs and Cs. This right here is
another question. So we'll tag it
as numbered list. Question. And these three things are again answers or
possible answers, so we'll tag them as answers. And here's where remember this magical option that
was in here to restart the numbers at this level after basically
being interrupted with any other previous level. That is what is telling
this to restart. So it continues from the
previous number or letter. So A, B, C, and
if we hit return, we would get DE FG, it
would just keep going. But the minute it gets
interrupted by this right here, this level one from
the same list, when this interrupts,
this option is telling this level two section to
start numbering over again, which in this case,
means lettering. But isn't it amazing?
Okay. Let's keep going. This right here will
also become a question, and these right here, these three things are
answers possible answers. Now, we have some
overset text down here, and what we should really do is tidy up the spacing
of this a little bit. Let's put our cursor up
here in the question. And what I'd like to
do is actually reduce the spacing between the question and the answer that's down here. So to do that, let's come up
here into the Control panel. And I'm looking at my
character formats. And over here, we see this
little icon representing our settings for the spacing
following a paragraph. And I'm seeing we've got a quarter inch of space
there. That's too much. So let's reduce that down to, let's say, 0.0 625. So now we've made a change to the styling to the settings
for that paragraph style. So we've got that override. But because we just
want to actually keep this override and
rewrite the style, all we have to do is right click and choose
redefined style. Not only will that get
rid of the override, but now we've updated the style to include
the new spacing, and everything else tagged
with that style also updates. Now, if we put our cursor here, I think the answers
have the same issue. However, this and the
spacing between these are all spacing between paragraphs with the same style repeating. In this case, what
we want to do is put our cursor up here
and instead of adjusting the space after, we want to adjust this. This is the spacing between paragraphs that have
the same style applied. Here, we can reduce this
to that same 0.0 625. Again, we're going to get another override
and we're going to right click and we're
going to say redefine. And it's going to tuck all
of that in much more nicely, and that looks great. While we're at it, I
think we can tighten up the spacing here for
the bullets as well. So let's click to put our cursor there in
our bulleted list. And again, because we're
talking about spacing between a series of paragraphs that are all tagged
with the same style, the spacing we want to work
with is not the space after, but the space between
paragraphs with the same style. So if we hover on this, you see, it says space between paragraphs
that use the same style. So let's tuck this
up again to that 0.0 625. That looks good. But of course, that's just a
local adjustment right here. So to apply this to all of the other paragraphs tagged with that same style,
you guessed it. We'll need to
redefine the style. So we do that by
right clicking and choosing to redefine the style. Isn't that neat and it all
just tucks right up there. Alright, finally, then
we have our answers to our little quiz right here. But we can't make it this
easy to see the answers. So let's make it
at least a little tricky by putting them
in their own text frame, and then we'll turn
them upside down. So let's get our
selection tool here, and remember how this works? Just drag this frame so
that that text disappears. So we get this overset option, and then we can click to
take that overset type, and we'll draw a new
frame to put it in. And now we can take this frame
and rotate it upside down. So these frames are threaded. Remember, here's the output. Coming into the import here. We don't see the
thread unless we go to the view menu and choose
extras, show text threads. Now we can see it. But
that's a lot sometimes. So I'm going to
turn that back off. View extras, hide text threads. Alright, so now we've
got this box here, and we could hover out here
and we could rotate it. And if we hold Shift, it'll snap neatly 180 degrees. So it's like this. I'm
going to undo that. So that I can show you that we also have these buttons up here. We can select this text frame and we can just hit right here, this rotate set 90 degrees
to the left, and again, we'll make it
another 90 degrees, which makes it upside down. Then I think let's actually
line this up over here. At least this way, it's a little more difficult to
accidentally see the answer before you read through and do some
leafy learning. As I'm looking at this,
I'm just going to move this little leaf over a smidge. Give a little more
breathing room there. Let's zoom out to look at this whole page at once by
pressing command or control, and the number is zero. I'm going to click
away to just make sure I don't have
anything selected, and then let's press
W to look at it. And I'm noticing that this text, I think, is wider than
I'd like it to be. So, let's tuck this
in a little bit. And, hey, check it out.
This looks awesome. I mean, wow. We covered so much. These are really
powerful skills, and I hope you're proud of what you've accomplished so far.
34. Exporting for Print: Alright, so as always, you want to make sure you
save your in design document. Now, when it comes to getting this document to your printer, you always want to ask
them what they want. Some printers are going to
want in design documents. Others will take a PDF. So always, always, always check with them and be specific. Ask them exactly how they
want that PDF baked. So knowing that this
can vary dramatically, depending on the situation, here's a general overview
of some things to check for when making that PDF. So let's go to File.
Export. We want to save this in our
finished work folder, and we're going to choose
PDF print and click Save. Here, if you are sending this to a professional print shop, you're probably going to want to choose press quality because that's going to
have settings baked into it for the optimum output. In this example, I believe, looking at the template from Mu, I think they had a note in
there that they want customers to use the PDF x one A preset. So if your printer
tells you, yeah, just use whatever preset, then easy piece of cake. In this case, let's look at
the press quality options. And so since this document
has multiple pages, that's something
you want to check to make sure you're exporting all the pages unless your printer asked for
each page to be separate, like the template for Mu said, they want the inside
of the brochure and the outside of the brochure
to be uploaded separately. So then you'd want
to come and repeat this process to export
individual pages. So always make sure
you've got it set, right? I think after you export a PDF, I like to turn on the
option to view the PDF to make sure it's the
way you expect. If we look here
under compression, you'll notice because we set this to the press
quality preset, it's going to take
any images that are crazy extra big
and it's going to downsample the resolution to the standard 300
pixels per inch. Down here under
marks and bleeds, you want to make sure to send the bleeds along
with the document. And that's only going to happen if you click
right here to include the bleed settings
we set up for this document. If you don't check this box, which is not on by default, the PDF that you export will
not include the bleeds. So you always want to
double check this. Down here under output,
managing the color, again, you always want to check to see what your printer wants. But we've got RGB images in here mixed with processed black
and all kinds of things. So this is where we can tell in design how to handle
all of those colors. So here it's going to
take all those colors, and it's going to convert them to the destination profile, and the destination profile is the document CMYK setting
of US webcdd Swap V two. And if all this sounds like confusing garblegook that
doesn't make any sense, it's pretty technical
printer output stuff. So remember, when in doubt, just ask your printer how
to handle all this stuff. They'll tell you
they want profiles included or they don't
want profiles included. They fully expect designers to have questions
and you're really doing them a favor when you ask these questions ahead of time so you can build
your file right, so there's less problems
and less drama later. The rest of the stuff, I
think we can leave as is. Again, this is all for our
fictitious printer anyway. I think they are going
to be happy with this. What's also cool is if you work with a particular printer
over and over again, once you get everything set up the way that they've
asked you to, you can create a new preset
and click Save Preset, and then you could
just call this Bob's print shop or whatever. And that way, you don't have to mess with this
every single time. So yeah, let's hit Export. And because we said we wanted
to view the PDF afterwards, it's going to take a minute, and here it is. Look at that. Just what we've done so far, you already know more
than a lot of people who use in design every day
and have been for years. So pat yourself on the back, be proud of what you've
accomplished so far. And then roll up your
sleeves, we're not done yet.
35. Class Project 2 - Design a Tri-Fold Brochure: Alright, so now that we
built our trifled together, now it's your turn
to use your brief for your client and create
a trifled brochure. Here is a link to
the Mo template that I referenced earlier in
one of the earlier videos. So you can use that or you could use these specs or really anywhere where you find a legit trifled template
from a legit vendor, then go for it. So here I just have the
specs of 8.5 by 11. This is what we used
in our practice build. So here, I've just
called out where all of the guides go, et cetera. So you want to make sure
that you are building the guides that
you are setting up and using paragraph style. So some sort of header
body and a bulleted list, and then some bold or italic
character styles as well. And when you're done, then
you can just go ahead and export as a PDF for print. In this case, we
do have a bleed, so you would definitely want to make sure you include that. And then you're going
to just upload a JPAG to the course site. And, of course, you can share on social media if
you want. That's fun. Oh, my gosh, you guys. This
was a big, big project. So many things going on in here. But you are building
those in design muscles. So good luck, and I can't
wait to see what you make.
36. Fixing Missing Links & Fonts: So up until now,
hopefully everything in this course has gone
pretty smoothly for you. And while I try really
hard to make that happen in this
learning environment, of course, that's not how
things go in the real world. So in this section,
we're going to take a look at challenges and little pesky problems
that come up frequently and, of course, how to address them. So one of the most
frequent problems you're going to find is this. Let's go to the file
menu, choose Open, navigate to the 04 cleanup
folder in your course files. And we've got a little
document here called RRO and we'll go
ahead and click Open. The first thing you'll notice is this message warning
us that this document contains four links to
sources that are missing. Thankfully, it says,
you can find or relink the missing links
using the Links panel. Okay. Whew. Uh oh, there's another problem. Now it's also saying
that this document uses fonts that are either not
available or not supported, and we're going to have
to deal with that. It's pointing out
too. There's one called Motiva Sans Bold, which says it's available
from Adobe fonts. And then we have this
issue with Lemon Regular, which who knows where that is. So we have some choices
for how we deal with this. If we skip them, nothing's
going to change, but those fonts are still
going to be gone or missing, so we won't be able to really
output this file properly. Since one of these fonts is
available from Adobe fonts, and I'm a Creative
Cloud subscriber, I can just activate that font. So to do that, we could come
down here and click Add. The other thing is, we need
to deal with this font. So let's come down here
and click Replace Fonts. This one, Motiva Sans is
the Creative Cloud font. So this is supposedly being
added in the background, we'll see in a minute. So we're going to focus on
this font, lemon regular. Now, we may be looking
at this and thinking, what piece of the document
is that referring to? So we can come over here
and click Find First, and it shows us
the first instance of this font in this document. This is a one page
simple document, so this is the only part
set with lemon regular. So down here, this is where
we tell I design what font we want to replace the
selected missing font with. And we could choose anything. I could even type Comic Sans. Yes, I'm typing comic Sands. And down here, we can tell
in design if we want it to redefine any styles that might be applied here
that contain this font. Then we could go one by one
through every instance, so we could change this instance and then find the next one, or we can just
choose change all. And we'll have to do some
resizing here. That's right. Let's go ahead for now. We'll see if this is
happening in the background. Honestly, every time I do this, it behaves a little differently. So we'll explore this together. Let's go ahead and click Done. So now we get this pop
up that's saying, Hey, I design can now
automatically find and add all available adobe
fonts in your document. Awesome. So we can choose to
enable Auto Add right now. But it's also letting us
know that we can enable that anytime from our preferences in the file handling section. So let's go ahead and
choose Enable Auto Ad. And then just to show
you where that is, you can get to it
at anytime from your preferences by
pressing Command or Control K. And here on
the left hand side, if you come down to
file handling options, you'll find that
option right here. All right, so let's
see what's happening. This font is now a little
too big for the box here, so we could scale it down or we could just hold
down the Alt or option key and drag outwards
a little bit to extend that text frame. And now let's check here
this other piece of font that is set
with the Adobe font. If we press T for the type tool and
insert our cursor here, we can see some
interesting things. Up here in the Control panel, I can see that Motiva
Sands has been activated. But I can also see
down below that that this text is set to be bold and the brackets around
the word bold here indicate that that
style is not available. So if we saw brackets
around Motiva Sans up here, then we would know that
it was still missing. So if your Motiva sans still
has brackets around it, then it still is missing. So if we click on
this drop down, we can see that the
bold style is missing, possibly because
there isn't one, but there is a black option. So we can go ahead
and click that. We'll notice this does not
have those brackets around it. So that looks good. Let's go over and check
our paragraph styles. This text is part of a
paragraph style called sub, and we see this override here. That's probably because we
changed it from missing bold. Yep. If I put it back to that, the override goes away. But the bold font is missing, so we're going to
change it to black, and then we know we
can come over here and right click and
choose redefine style. So that cleaned that up.
The font right here, that we changed to comic
Sands just because that is part of the
paragraph style called Main, and we can see that there's no override because we told
in Design to update it, and it didn't have any
troubles with that. So it redefined
the style already. Whereas this one, it
got stuck because the style apparently included
bold instead of black. So there was an
extra little hiccup. Which is great because
that's real life. All right, so that's one
way of updating our fonts. If you're ever in a
document and you discover something is missing that you didn't take care of earlier, you can always come
to the type menu and choose find
and replace font, and it's basically going
to bring you right back to this dialogue where now we can see that
nothing is missing. But this is also a great way that if you suddenly
are just like, I need to find every instance of comic sands and replace it
with something else, you can. Another thing that you're
probably noticing is this picture is super
terrible looking, and we know that
we've already gone to our view menu and set our
display performance too high. So this is a result of the fact that this document
has four missing links. So when we opened
it, it warned us about four missing
links and then hit us with the problem
about the fonts. We fixed that. But how do
we deal with these links? Well, let's see what's going
on in our Links panel. So I've got mine collapsed
right over here, but if you don't, you can always get it from Window Links. Alright, so we've see
three entries here, but Indesign said there
were four missing links. But if we look up
here under this link for the leaves because
there are two of them, and it's the same file. There's just two
instances of it. They get grouped, so we can
twirl this open and see, Oh, there's two
instances of this file. So I design counts all of these when it says there's
four missing files. So over here, this little
scary looking question mark is what's letting us know
that an image is missing. So remember that these images are not baked into the file. They are linked to whatever
drive they're stored on. So the links get broken
in a number of ways, it can get broken if
the file gets renamed, then I design doesn't
recognize it, or if the file gets moved, then the path to
the file changes. And so that also
breaks the link. It can be really
helpful sometimes if you're looking
to fix all this, you're like, Where is this file? And with the leaves selected, we can see down here
that the file path, you may have to extend
this if it's not open. The file path down here shows that the link is on my desktop. Well, for you, that's going to be a problem
because you don't have access to the
files on my desktop. And apparently, I do, but in design isn't
finding it there anymore. So it was there, but
I guess now it's not. So that's where that file came
from. What about this one? That was also on my desktop, but apparently it
has been moved, and same with this. Here we go. So again, if you're not seeing all of
this information down here, you might have to
twirl this open, and also you can pick and choose what
information shows up here from the Links panel menu
by choosing panel options. And this is the
long list of things that you can choose
to display here. So I find it really
helpful to see the path. And you can choose to have this show up in the columns up here, which mimics for a
really wide panel or down here in the Link info. So I've got mine to
display in the Link info. So as far as actually
correcting any of this, let's start up here at the top. And if we double click the
red error message right here, it's going to pop up Finder or Windows Explorer and it's
trying to find the file. So of course, you don't
have access to my desktop, but that's not
where it is anyway. It has been moved. What we need to do is
navigate to the course files, and in that folder 04 cleanup, you'll find a folder
called Asset files. If we double click on that, you'll see there's this option
here, leaves black, AI. That appears to be the
image we're looking for. So we can click
once to select it. Then down here, we can choose
to show import options. I'm going to turn that off, and there's another option to search for other missing links
in this same folder. That sounds great. Let's
go ahead and click Open. And you'll notice it relinked
the Black leaves image, and it searched the
directory and found and relinked an additional link. Let's click Okay.
Look what it did. Here's the two instances of the Black leaves,
which it relinked. We have no more error
there, but it also found and relinked this
picture of the dog. That's because we
told it to search that folder for
other missing links. When it searches, it's looking for links with the same name. I found this one. This one, however,
is still missing. So let's double click that one. And it's actually
this file here. But you can see if we move
this over, in our document, it's called Hot Sauce Logo or it's called Hot
Sauce Botanicals logo. This is helpful because sometimes I get in here
to relink things and I forget I forget what it was called or what I was looking
for when I clicked this. So up here at the
top, it'll show you the original file path and the file name that
it's looking for. Here, we can see that I know
this is the right file, but this one's called HSB logo and this one's Hot
Sauce Botanicals logo. Because this file was renamed, Indesign did not
recognize it when it searched this folder
for other missing links. That's why I didn't catch
it. But we can come in here and manually
relink to it. We click Open and Who. Now this document is all sorted. We started by replacing
two missing fonts, one of which was activated
from Adobe fonts, and the other we
redirected to Comic Sans. And in doing so, we also
updated the paragraph styles. Then we went into
the Links panel. We redirected in Design to find the new file
path for this link, which was in here twice. In the same folder, it found and automatically
relinked this image. And this one, even though
it was in the same folder, the name had also changed, so we manually redirected
this one, too. You know what's better
than knowing how to fix all this is knowing how to
prevent it in the first place. That's where packaging
your file comes in. Intriguing, right? Met me
in the next video for more.
37. Packaging Files for Handoff: So now that we've got
this document sorted, how can we prevent all these missing link and font problems from happening again, whether we're talking about
our future selves when we come back to open this
document two years from now, or we're talking about a
colleague that needs to be able to access a fully
working version of this file. The solution to all of that
is to package the file, which essentially just
means bundling up a copy of the file and putting it
in a dedicated folder, along with copies of all of the linked images and
the font information. And it's really easy to
do. We just come up to the file menu and
choose package. This is also great if you're working with a
commercial printer and they want a packaged version
of the in design file. Here's a little summary of what's going on in our document. This little warning is
just here because one of the images in this
document is RGB. Like I said, most of the time, the color spaces and
profiles and all of that can be handled
when you export to PDF. So for right now, I'm not
worried about this at all. And of course, whatever printer
you may be working with, they should be able
to tell you how they want your file packaged. So I'm basically just
archiving this for myself or for the client or
for my colleagues. So not worried about this. All I want to make sure is that it's going to
gather up all of these links and deal
with the fonts. It can include a
copy of Comic Sans, but because this one
is an Adobe font, it will just include
licensing information. So whoever you would
be sending this to can license it on their end. Then we just would
click package. It's going to save a
copy of this file. So we'll say save. It's asking us where
we want to put it. I'm just going to put
it on the desktop, and I'll just call it RO. And you'll notice it's
creating a folder. Inside that folder,
it's going to copy all of the fonts,
except Adobe fonts. It's going to make copies
of any linked graphics. And here we can tell
it that we want it to update the links
in the Links panel. So that in the packaged
version of the file, the file path for
all the links links to the packaged folder that
we're about to create. That way, whoever opens the packaged version
of all of this later, they are not going to get hit in the face with warnings
about missing links. Here, we can tell it
to include a copy of the file in the
legacy format, which is known as IDML. That can be helpful if you don't know who's going to
be working with this, and you want to make sure that they're able
to open the file, even if they're using an
older version of n design. On here, sometimes
it's helpful to include a PDF version as well. That would be a print
PDF and over here, you can even select the PDF
preset that you want to use. Then you just click package. It's going to warn
you one more time about rights and
licensing and fonts. Obviously, you want to
comply with all of that. Click Okay, and that's
all there is to it. If I take a look
at my desktop now, you can see here
we are looking at the folder that we just
created and in that folder, Indesign puts a copy of
the file here is the IDML, the legacy format
of the same file, as well as a print PDF. Here you can see a folder
with the document fonts. If we look in there, we see it included a copy of the
comic Science font, and here is the little file that has all the information
about the Adobe font. If we go back here, we can see the links folder. And if we look in
there, you can see it copied all of the
links from the document. So in the future, when someone opens this
copy of the document, the links panel, the path is going to point to this folder. So when you are saving this folder or transferring
it somewhere else, you just want to transfer
the root folder up here, the root folder that
contains all of this stuff. And then you won't have to
worry about broken links, missing fonts, any of that. So this is a super
great solution, which means you might
be thinking, Well, why don't I just package
everything all the time then? It's kind of like the
last thing you do before you archive the whole folder
or hand it to somebody else. The thing about it that
can be a little bit confusing is that it
makes a copy of the file. So the design file that is still open and in design
right now is not this. This is a copy. Like, this is a whole self
contained ecosystem over here. So what that means is that we basically have
two copies now. We have our active file
open and in design, saved in our course
files folder, and then we have this one. So it can be easy
to get confused, and now you're
managing two instances of the same document. So it's important
to just know that. Because of this, when I'm
working in my own environment, I tend not to package
things so much. Instead, most of the time, I just round up my
links DIY style. And thankfully there is still a way to automate that
in in Design too, and the result doesn't
include a copy of the file. And because I'm not worried
about fonts because I'm just rounding up
the links for myself, so I can work on
this later without panicking about missing
links, This is how I do it. I come over to my Links panel. And we can select
all of the links by clicking on the top one and shift clicking
the bottom one. And then if we go to
the Links panel menu, let's come all the way
down here and hidden in the utilities menu is an option
to copy Links too, right? Because when I'm designing, I'm downloading stock images. I might be getting
assets from a client. Maybe I've made some of my own. I have stuff
scattered everywhere, and for whatever reason, I am perpetually
not seemingly able to gather them all up before
I place them in my document. I tend to just grab them
from wherever they are, and that can make it hard later. If I have since deleted them or moved
them or renamed them, then I'm going to get
those error messages for missing links in in design. So the way I address
it is to come here and copy the links too. And then I'm going to navigate to the folder where
the document, my active document
that's currently open, where it lives, and
in that folder, so this is just our
course files here. In that same folder, right alongside the
active document, I'm going to make a new folder and I'm going to call it inks. And I'll click Create.
And so this is where Indesign is going to copy all
of the document links to. So I do this when I'm pretty much done
with the file and I'm ready to send it to my client or upload it wherever
it needs to go. This is my final step. And then I know that I'm free to go back to my Downloads
folder and whatever I have the links
scattered and then I can delete them because they've been copied here and that's it. And what's also nice is
that when we do that, in design redirects all of the paths for these links
to the copied folder. So you can see here, if I just hover over this, it now shows that this link is not in the assets folder
that we relinked to earlier. Now, it's in the course files
in the 04 cleanup folder, but it's in the
new folder we just made called Links.
And we can see that. If we go back over here, I'm looking at this in
bridge and I can see, here's my course files folder, here's my 04 cleanup. Here's the active document that's open right
now in Indesign. Here's the assets file
folder that contained all of the images that we
relinked to previously. And here is the links folder
that we just created. And if we go in there, you can see all the files are there. And so, by going over
here to the Links panel, selecting everything,
going to the menu, utilities, copy Links too, it's essentially a DIY way
to package your links. When we package over here, we package the whole document. We get copies of the document. We get copies of fonts, we get copies of links. Sometimes we want all that. Sometimes we just need
to round up the links to save ourselves from
our bad file habits. So it's basically a
slim down DIY way to round up your links, save yourself from yourself and your bad file habits
without creating all the extra file copies
and all the other stuff. Isn't it nice to know that
Indesign has your back? See you in the next video.
38. Using the Preflight Panel: Now that we've got
our document cleaned up, fixed, and packaged, wouldn't it be nice to have a way to keep an
eye on things as we're working to avoid other
issues that might come up? Because there's a lot to
keep track of, right? Like, some of the
biggest problems like missing links or fonts, design does a pretty good job of getting up in our face to let
us know there's a problem. But there's all kinds of other little problems
that could go undetected. But thankfully, we've got
a preflight panel to help. So you may have noticed down here in the bottom
of our workspace, there's a little green
light down here, or maybe it's red, but
it should be green at this point because we
just fixed up everything. So the green light means there's no errors
in this document. What counts as an error? Well, that is
something that we can customize with something
called a pre flight profile. We'll see that in a minute. Right now, let's
take this text right here and see if we can
introduce an error. So with this text
frame selected, I'm just going to come
up here and scrunch it until the text is overset. So we notice we've got a little overset
indicator right here. But we've also got an
indicator down here. So now instead of a green light, we have a red light, and it says that we've got one error. Now, in this case, it's easy
to know what our error is. This documents only
a single page. But as you can imagine, if you are managing a
document with tens of pages, maybe even hundreds of
pages, this is crucial. So for more information, let's come down to our little
monitor down here, and if we click this carat, we can choose to open
the preflight panel. Of course, you can also open the preflight panel
under the Window menu. So let's open this. So preflight is what we call this
active monitor. So you can see we've
got a check here. So that's what means that
this monitor is running in the background all the
time while we're working. And it's great because it's
constantly keeping an eye on all kinds of things that could be going
wrong with our document. And if this document
was hundreds of pages long and we see an error, we may not know where it is. So what's really cool is once we open the preflight panel, we see a list here of
all of the errors. And it tells us we've
got a text error. And if we open this, we see it's an
overset text error. And if we twirl it open again, we see it's in a text
frame on page one, and this is actually
a hyperlink. So we could click on this
and it will take us straight to that text frame
in our document, no matter how many pages
long the document is. Then we could come in
here and simply expand this to resolve the
overset type situation. And you'll notice it updates
and the error is gone, and the light is green, both here in the actual
panel and here in our little indicator at the
bottom of our workspace. So it's nice to know that
this document has no errors. Of course, what
constitutes an error? Well, that depends on the
profile you're using. So here we can see that our active profile is
just called basic. And once you get
going and you've built your own custom profiles, you can see that they would
show up here in a list. So to create a custom profile, we'll come to the
preflight panel menu and choose define profiles. Here on the left, we see a
list of our existing profiles, and we can create a new one by clicking the plus right here. And let's call it
my awesome profile. Now, you can go through here and explore a number of
different ways that you can customize your profile
and tell in design all the different little things you want it to keep
an eye on for you. So each of these categories, you can twirl open and
explore the options. For right now, I
just want to call our attention to two categories. Here under images. I know a lot of people
worry about resolution. So if we enable the resolution option
and we twirl it open, you can come in here
and tell it to warn you about minimum and maximum
resolution values. Now, it would be looking at the effective resolution
and letting you know if it's above or below whatever you set as the threshold.
So that could be helpful. If we scroll a little further, I find this helpful sometimes
if people are not used to having to pay attention to
scaling things proportionally. This can be a great one to turn on so that
design will let you know if you've accidentally squished or stretched a graphic. And down here under text, here's where we can see
that it is set to warn us about overset text
and missing fonts, but you can also
tell it to alert you about paragraph and
character style overrides. So we can turn that on if we wanted and any number
of other things. So right now, you may not
know what kinds of things you want to keep close tabs
on, and that's okay. But as you work, you
will definitely discover whether design is warning you about too many things
or not enough things, and then you can create
your own profile. So then to save this,
you would just click Save and then click Okay. Here we see that it's still
running the basic profile, but we could switch to our
awesome profile at any time. And then this would be active. If we want to edit
this, we can go back to the panel menu and
choose defined profiles. And just to show
you how this works, I'm going to go into our
awesome profile and I'm going to tell it not to
warn us about overset type. And I'll click Save. Okay. And now we are running
our awesome profile, and I'm going to force this to be overset and look at that. It doesn't care because we told it not to worry about that. But if we switch this back
to the basic profile, now we're going to
get a warning again until we come in here
and correct this. So the preflight
panel is kind of like a little helper that sits
on your shoulder and keeps an eye on things to save you from making
expensive mistakes. And even if we don't have the
panel open on our screen, we can monitor
what's going on from this little area at the
bottom of our workspace. It's another way that in design does its best to make
things easy on us.
39. Random Tips to Save Your Sanity: So we learned how to fix missing
links and missing fonts, how to package our documents, and even how to keep
an eye on things while we're working with the help
of the preflight panel. But there are so many other
little random things that pop up that can easily knock us off track and
cause a lot of frustration. So I'm going to try
to address some of the main ones in this video. To make sure we're
all on the same page, let's just click out in the pasteboard area to make sure we don't have anything selected. And I'll get out of
Wonderful mode so we can see everything by
pressing W. And let's grab our type tool by pressing
the letter and I'm just going to click and drag to
drop a box here, any box. I want to point out
a couple of things. One, we see that before
we even enter type, in Design is
assigning this text, the basic paragraph style, which is essentially
the default. And if we come up and look
in our control panel, we can see that the default for this document is Garamond. And if you remember, earlier
in one of our other lessons, we learned about closing all of our documents and setting
our default font, and we set it to Montserrat. But here, it's coming up as Garamond because when this
document was created, Garamond was set as the
default for this document. So that's going to
override whatever we've done with all
the documents closed. That only dictates new
documents going forward. So that can be one thing that's
just worth pointing out. But the other thing is, let's go ahead and
type something and press escape to
get out of there. Alright, so we can change our basic default
font in a minute. But let's say that
we click away again, and we're working
our way through our document doing
lots of great stuff. And then we're like, You
know what? Let's make a new subheading somewhere. So let's click the
sub paragraph style. And again, we'll press
T for the type tool, and let's make another
box, maybe up here. And now let's type something. And again, we'll press Escape. So you'll notice that
was not a good spot to put this because we
can't see. There it is. This text is, of course, looking the same as
this because that's what the paragraph
style dictates. The trouble is not that. The trouble is that now
if we click away again, this is still selected. So because we clicked on this before we drew
this type frame, while nothing was selected, we've essentially told
design that we want this to be our default for every text frame
going forward. So by default, every text
frame in this document that we create will look like this and get tagged with
this paragraph style. So maybe that's no big deal because you got to
style it anyway, right? So you could just type it out, and then you could change
it to a main style. And then you can
look at comic sans. So maybe it's not a big deal, but also maybe it's
super annoying. So again, this happens
with nothing selected. If you click to
designate a style, that becomes the default. So all you have
to do is deselect everything and then click
back to the basic paragraph. Now, the basic paragraph for this document is that
Garamond typeface. So maybe that's okay. But if that is really
making you bonkers, again, with nothing selected, just grab your type tool and come up here and change
it to whatever. Montserrat. Bold. So now
if we draw a new textbox, we're going to see
it's Monsrat bold. It's also center aligned. Maybe you want that
to be your default. Maybe you don't you
don't out of there, deselect everything, go back to your type tool and
choose left aligned. And now if we draw
a new textbox, it's going to be left aligned. Okay? So the point is
with nothing selected, whatever you do up here with the Type tool
becomes the default. And with nothing selected, anything you click on over
here also becomes the default. So not a big deal,
possibly annoying, but also easy to fix
if you're aware of it. It's one of those things
you can accidentally reset anytime without
even realizing. Or if you open older documents or documents created
by someone else, you may run into it then, too. Another thing that can
sometimes trip people up is perhaps they have
one text frame active. In this case, this text frame that's styled with the
main paragraph style, and they intend to edit a
different paragraph style. So if we have one
style selected, but we try to edit another, we can cause mistakes. So what I mean is, if I want to edit the sub style, I could double click on here. And yes, I've pulled up the options where now
I could make changes, but I've also reassigned this
text frame with that style. So I'm going to press Command
or Control Z to undo that. A better, more
foolproof way to work is anytime you are wanting
to edit one of these styles, instead of double
clicking on it, right click instead and
then choose edit the style. That enables you to edit the
style without accidentally reassigning the style or applying it somewhere
you didn't mean to. So that's huge. And if you can really put all of
this into practice, your design life is going
to be smooth sailing.
40. Class Project 3 - Package Your Brochure: Alright, so now that you know
how to package a document, your project number
three is to just package the brochure that you made for Project two, right? We want to avoid all
of that link drama. So you can do that in either of the two ways
that I showed you. You can choose file package. Remember that that will make a copy of your actual
in design file. So that's one way to do it. That's the most easy
way, but personally, I get confused with that copy of the file and
trying to deal with, like, two versions of it. So you can also do it the
way that I like to do it, which is just to select all the links in
your Links panel and then under the utilities menu
in the Links panel menu, choose copy links too, and then you can wrangle
all of those copies into a new folder that you designate right alongside the actual
just in design document. And then Indesign will
automatically update all of the file paths to those
wrangled images. It's great. I love this method. And then all you have to
do to complete the project is to upload a screenshot
of your root folder. So, here is the folder for
the my brochure project. And I have the brochure
itself right here, and then this is the folder
I made that I called Links just to keep with the
way that Indesign does it. So when you package it, right, Indesign makes a
folder called Links. So when I use this method
to copy Links, too, I usually just make a
folder and I name it Links because that's
what Indesign does, so I'm just keeping
the same terminology. So you can just grab a
screenshot of all that and upload it for your
project. Easy Ps.
41. Print vs. Digital Forms: Alright, friends, you know
what the world needs more of? Well designed forms. Am I right? It seems like forms
are a nightmare. They're a nightmare to fill out, and if they're not done well, they're also a
nightmare to edit. Ideally, you would
have a single form that is thoughtfully designed for print and for digital format
like a fillable PDF. What's nice is once you
know how to do this, it's an area where
as a designer, you can really
have a big impact. Not only on the people
filling out your forms, but also on your colleagues who might one day be
editing these forms. In Design offers a lot of tools for creating forms,
but some features, primarily for creating
fillable PDF forms need to be finest a little bit in Adobe Acrobat after exporting
them from in design. So we'll take a look
at that, as well. Whenever you're creating
a digital form, it's always really,
really, really, really important to test it to make sure it operates
the way you expect. For our purposes, we're going
to focus first on creating a form for real life printing to be filled out in
person with pen on paper. Then we're going to learn how we might want to
design a little bit differently for a
fillable PDF and how if we plan ahead and
think strategically, we can design a single
form that not only works, but works well for both
print and digital. And along the way,
you'll learn about what the difference is and
things to think about and, of course, how to do it.
42. Tabs, Tabs, Tabs: Alright, friends, before
we open the document, I just want to show
you in case you get frustrated every
time you don't have documents open and you are forced to look at
this home screen. If you don't like that, you can change it by going
into your preferences. So I'm gonna press
Command or Control K. And under the general
settings here on the left, this very first option is where you can
decide if you want in design to show the
home screen whenever you don't have any
open documents or not. So make your choice
and click Okay. And then we're going
to open the form that I've already started for us to save us a
little bit of time. So you can choose File open or press Command or Control O. Then navigate to your
course files folder, and you're looking for number oh five called fillable Form. And you'll notice there's
two versions in here because I wanted you to have the
finished version for reference. If you need it,
we're going to be working with the Start version. So you'll notice this
document has bleeds built in and a number
of graphics up here. If we look at our Links panel, you'll also notice that
these graphics are embedded. So rather than
linking to a file, I've actually gone ahead
and embedded both of these photos as
well as this logo. So generally, you
don't want to do that unless you really
have a reason to. In this case, I did it so that I could show you an embedded link. To make any link embedded, you just place it in your
document as a regular link, and then you would
right click on it and there'll be an option
to embed the link. Since these are
already embedded, my option says unembed. You'll also notice
that this one, the blue one here is
listed as being on PB, which stands for the pasteboard. Why is it here on
the pasteboard? So I could show you that you can put things
on the pasteboard. Sometimes I have entire
compositions that I don't want to get rid of because maybe I'll change my mind. I tend to drag them
over to the pasteboard. So this is an active
area that you can use. Think of it as scratch paper. So for now, that image
is just hanging out. You could swap it with the
one on the page if you want. And at some point
when we decide we don't need it anymore,
we'll just delete. Down below here, we
have a block of text, and if we open up our
paragraph styles, we can see that this text has been tagged with a body style. This up here is tagged H one. Over here, we have what will
be a couple of buttons. I created them ahead of
time just to save us from those mundane tasks. They're just text
frames with text, but we'll use them later when we talk about the things
we want to think about when we're making a
form that's going to also be used digitally. Alright, so let's bring our
attention here to this text, and you'll notice
that the document should open with all of these hidden characters
visible because the first thing we're going
to do is set up our tabs. And in order to really do that well and actually see
what we're doing, we want to make sure
we can see the tabs. Because unlike when you're just typically working
and you hit tab, you don't see a character. You just see empty space. But here, when we're
designing the tabs, we want to be able to see them. So if you can't see all
these little characters, then you want to come
up to the type menu and choose show hidden characters. Because mine are on, my menu
says Hide hidden characters. If you find yourself toggling
this on and off a lot, you can see the keyboard
shortcut here on a Mac is option Command I, and on a Windows computer, that would be Alt Control and the letter I for
invisible characters. Alright, so before we
put our tabs in here, let's first grab our
type tool by pressing T, and let's put name and
email on the same line. So I'm going to
insert my cursor just before email and hit Backspace. And we'll also put plant species on the same line as mobile. So click to insert our
cursor, hit Delete. So now we're going
to set our own tabs. If we put our cursor
here in between the colon after name
before the word email, we could just hit tab, tab, tab, tab, tab, tab, and hope that we
end up in a spot where it makes sense to stop. So ultimately, we're going to have a line here for people to fill out their name and a
line here to do the same. So we could hit tab a bunch
of times to get over here, but that ends up
kind of being messy. So I'm going to press Command or Control Z to undo all of that. And instead, we're going to
create our own custom tabs. So let's highlight
all of our type here by pressing Command
or Control A, and we're going to
bring up the tab panel. It lives under the type
menu right here, tabs. The keyboard shortcut to
bring it up if you use it a lot is command or control Shift T. So this generally lines itself
up with your text frame. So you'll notice it's
appearing right here where zero is the left
edge of the text frame, and this aligns with the
right edge of the text frame. If we drag this off somewhere and we
want to bring it back, you can just click
this little magnet. So this is showing us exactly where our tabs are going to go. So to insert a
tab, we can choose which flavor of tab
we'd like to include. In this case, we're going to
create a left justified tab, so we'll click this
leftmost button, and then we come over to the area here where
we want to put it. So if we're going 0-6 " here, we might want to put a tab
right in the middle at three, and we position our cursor in this gray little zone right
above the ruler and click. And I didn't get it quite right. Don't think it
matters that much, but you can see
the X value here. So this is at the
three inch mark. Alright, so we've got one
tab set here in the middle. It's a left justified tab. We're going to create another
tab here on the right, and it can be a little tricky
to get close to this end. So I'm going to
click well ahead of it right here to play
as a second tab. But this one, I don't want
to be left justified. I want it to be right justified. So to change it, as long
as it's selected here, we can just come over
and click this button to convert that to a
right justified tab. Because it can be tricky
to drag it over here without doing this and
getting all messed up, going to undo that
and reset this. The easiest way to get this tab where you want it is to
come over here and type it. So if we want this at 6 ", we'll just type six and
then press the tab key, and it's in place. And if you're confused about
what is the difference between a left and
right justified tab, a left justified tab
means that the text typed after pressing tab
is going to align left. Meaning it's going to start at the tab and
move to the right. Whereas for a right
justified tab, any text applied at
the tab is going to align to the
right and move left. So you're basically right
aligning the text at a right justified tab and left aligning the text at
a left justified tab. Eventually, we're going to
turn the tabs into underlines, and then this will
make more sense. So now we can close
the little tab panel. And if we put our
cursor in here now between the colon and the E, and we press tab, it jumps
clear over here to this tab. And now we want to
put our cursor here, after this colon and tab again. And this time it goes all the way to the edge of the frame. Let's do the same thing
here after mobile. Put our cursor in
here and hit tab, and after plant species between the colon and
the paragraph return, again, we're going to hit tab. Tabs are part of
paragraph formatting. So because we have now set up custom tabs for the
body copy here, we're getting an override. And if we hover over this, it tells us in parentheses, after reminding us
that we can option click to clear the overrides, it's showing in parentheses
what the override is. So here it's showing
that we've got two tabs, one at the three inch mark
that's left align tab, and one at the six inch mark
that is a right align tab. But we don't want
to clear those. We want to update the
style to include them. So we're going to
right click and choose redefined style and the
override goes away. Now, in any paragraph
where we hit tab, these are the tabs
we'll be working with. So let's save our work. I'm saving mine in
my finished folder so I don't overwrite
the course files, and with those custom tabs, our form is off to a good start.
43. Adding Lines with Underline Styles: When it comes to creating
forms and in design, one of the key skills you need to know is
how to create lines. But it turns out there's lots
of different ways to do it. If you search YouTube, you're probably going to
find a lot of people telling you to use the line
tool to draw a line, give it a stroke, and
then drag it into your document and duplicate
it all over the place. And while that does work, it creates a number of
editing challenges. For example, if I
change my type here to say first and last name, well, now I have to
shrink the size of my line and move it over. If we change the size
of our text, well, now we need to move the lines
down and space them out. This becomes a real
time consuming chore. So that's not an ideal method. The other thing that
some people will do is to add underscores in here. And while that works, we can't style the
underscore too much. We could adjust the baseline
shift to move it up or down, but we can't control
how heavy the line is. Or if you wanted a dash line, I guess you'd have
to manually put spaces between all
the underscores. And again, you just don't
have a lot of control. So in this video, we're going to look at some better options. Ultimately, we're going
to explore two methods. One method involves character formatting and
paragraph formatting. The other involves object styles and anchored inline objects. Are you as excited as I am? Alright, let's get into it. First, how do you know
which method to use? Well, in this case, here we're
looking at some text that shares a line with the area
where we want to put a line. In other words, the text is in the same text line as where
we want the line to go. So in this case, we can
use character formatting to add an underline to our text. The thing about this method is going to require that we have some characters that we can actually apply an underline to, which is why we added
these tabs in here. So if we select this tab, we can actually add
an underline to it. So let's come up here
in our character formatting in our
Control panel and click. Boom. Of course, in in design, we can get fancy. And if we want to control some settings for
this underline, then we don't want
to just come up and click to apply a
default setting. We want all of our options. And you may have
guessed that by now, we can do that by holding Alt or option and then
clicking on underline, and lo and behold, we get additional options. So here we can click to
turn the underline on, and we can control the
weight of our underline. So maybe we want it to
have a weight of one. We can control the style. So if we wanted it dashed, we've got multiple
options for dashed lines, dotted lines, all
kinds of things. You can even create your
own custom dashed lines. But that's a story for another we can change
the color if we want, and here we can
control the offset, which determines
how far above or below the baseline of the text we want the
underline to sit. By default, we've got an offset of one. Great. We'll click Okay. Now, if we look at
our paragraph styles, we can see that, of course, this has an override now. We've got body text here, and now we have body text, but it also has an underline. As we talked about,
we handle these sort of discrepancies with
a character style. That way, this underline
and this text can coexist in the same paragraph without
any upsetting overrides. So let's come over to
our Characters panel. And as always, when we have a selection that we want
to slurp settings from, we're going to hold down
Alt or Option and then click the new
character style button and we'll call this underline. We'll base it on nothing, and we'll make sure we apply the style to the selection.
We'll click Okay. So now, all we have to do
is highlight this tab, tag it with underline, this tab, tag it with underline, and this tab and tag
it with underline. Then we can press Escape to get our cursor out of there and we have our text
frame selected. Now we might look
at this and think, those are some heavy
underlines and they are. So let's make a change. We can switch back
to our type tool and highlight one of
those underlines and we'll come back up here. Alt or Option click on
the underline setting. And let's drop the
weight down to 0.5. And for the offset, one feels like not enough, but two feels like too much. So I'm going to put my cursor
in here and change this to 1.5 and then hit tab
to accept that change. And if everything else looks
good, we'll click Okay. Now, of course, we've now
overridden our override. So because we made a change
to this character style, we have an override here, and because we want this
change to just become the new style and apply to
all of these underlines, we're going to just right click and choose redefined style. Nice. The other thing I like to do when working this way is, I like to have a little
more breathing room between the colons and the lines this just feels
uncomfortably tight. So let's put our cursor
after the colon. And if we hit the space bar, we can add a space
character here, and that creates a
little bit of a buffer. I'm going to do the same thing
at the end, add a space. But then we'll notice the
space has an underline. So I'm going to select the space and change the character
style to none. Add a space here. We don't
need one at the end there. Come down below, add
another space here. Another space here,
same problem. It came with an underline, so we'll select it and
choose none and put our cursor here and
again, tap the space bar. So not only does
this technique make it easy to style all of our underlines at once and
edit them when we need to. But you'll also
notice that if we put our cursor here and
type first, last name, because the underline is
applied to a tab character and because the tab character can flex with the
characters around it, the line automatically
adjusts no matter what we do
here to the type. Isn't that awesome?
It feels like magic. So again, for this technique, we added tabs so that we have a character here that we could then apply an underline to. That created an override
in our paragraph style, which we solved by creating a character style to
handle the underline. So far so good. Let's move down here to what's your
plant emergency. For this question, I
envision four returns here, and then I want just a whole line across
this whole thing. We could do that. We
could tab over twice, once for this tab and a second time to get us
all the way to the end, and we could apply an underline. But then you wouldn't
learn this technique. And in this case,
because we don't have text coexisting
with a line, we just want a full
paragraph of a line. Instead of the character
attribute to add an underline, we're going to add a
paragraph attribute called Paragraph Rules. This doesn't mean
rules and regulations. It means line. So
where do we do this? One location that I like to
use for this is to come up to our control panel and again to the little
panel menu here. So this basically has
all the options and controls and settings that don't fit in our control panel. So if you're ever looking for something you can't
find up here, it's probably in this. It's sort of our overflow
area for the control panel. And it's worth pointing out
that you can come down here and customize the settings
in your control panel. But for now, I'm just
going to leave it alone. And the thing that
we're looking for is called paragraph rules. And again, in this case, you want to think about
lines, paragraph lines. So let's click to bring this up. And when we talk
about paragraph lines or paragraph rules, there are two flavors
above and below. Since we want to use this
essentially as an underline, we're going to choose below, and we're going to turn the rule on. Now, nothing appears to happen because our
preview is off. So let's click to
enable the preview and Tata check it
out. We have a line. It's heavier than the
lines up here because the weight is set to one point. So let's change that to
0.5 so that it matches. And here, the offset
for this line, we should probably have it
match what we set up here. But because this was a
character formatting option, the offset was
measured in points, whereas here, it's being
measured in inches. So how many inches is
negative 1.5 points? I have no idea. But thankfully,
I don't have to know. We can put our cursor in here and just select
all of this type, and in design is somewhat
of a universal translator. So right now this box
is speaking in inches, but we can actually type -1.5. Space PT. So we're going to speak points. And when we hit tab, in design converts
the points to inches. Whatever fraction of an
inch that is beats me. Alright, so that
looks really good. We'll click Okay, and we're set. So now let's go back to
our paragraph styles. And of course, this
is a body paragraph, but now we've applied this paragraph rule to
it, which changes things. And instead of redefining
the paragraph rule, which would add lines to
all of this text, too. Going to create a
special paragraph style for the instances where
we just want lines, entire text frame
width of lines. To make a new paragraph style, slurping up these settings, we'll hold Alt or
option and click to create a new paragraph style
and we'll call this lines. Brilliant, right? And we can
base it on body if we want. And that way, if we
make changes to body, this would also be affected. We could always come
back and change this later if we don't want it
based on body anymore. Those are all viable options. We'll make sure we apply the style to the selection,
and we'll click Okay. And now let's select these other three paragraphs
and apply the line style. So now we have a full column
of just an underline. We didn't have to
mess with any tabs, and anytime we want to add more, we can just put our cursor
in here and hit Return. And as long as it's got this
paragraph style applied, we're going to get a
good looking line. I'm going to go ahead
and delete those. We only need four. This technique is really
useful if you are creating note pages for students
or designing a journal, worksheets, ledgers,
that kind of stuff. Now, because this
is based on body, if we decide looking
at this, like, Wow, we have a lot of texts like
crammed together here. If we want some
additional spacing between these paragraphs, we can put our cursor up
here into the body style. And then let's come up here in our control panel
to space after. And let's bump this
up to maybe 0.125. As we know by now, that's
going to create an override, and then let's redefine the style so everything gets a little more
breathing room. We can right click and
choose redefine style. Oh does not just feel better. So in this video, you learned two ways to
create these lines. One way involved adding
a tab character and then applying an underline formatting and saving that as
a character style. That way, the underline could coexist on the
same line as text. The other method did not require a tab because we set this
up as a paragraph rule, which enabled us to
have a line span the entire paragraph without actually needing any text
or characters at all. So that's two ways to create lines using essentially
the same idea. So I call that method one. In and design, of
course, there is more than one way to do
practically everything, which, as overwhelming as that is, is also great
because it gives us a lot of options and
a lot of control. But for now, I hope you feel
like this is making sense, and you're getting
the hang of it. But I also acknowledge
it's a lot. So before you move on, if you
need to get up and stretch, take a deep breath, touch
grass, it's all good. Do what you need to do, and then come find me
in the next video.
44. Adding Lines with Inline Anchored Objects: Previously, we learned
how to add lines to our forms by applying
underlying character styles to tab characters or applying horizontal
rules to paragraphs. In this video, we're going to
learn about another option, which includes actually
drawing lines. But instead of just
adding them to the page and then repositioning
them all the time, we're going to control
their appearance by creating an object style, and we're going to paste them
into the text or they'll become in line anchored objects so that they actually
flow with the text. So let's come down here
to this bottom area. And we're looking for
the paragraph of type that we can't see
because it's overset. So for the moment, I'm
just going to expand this so we can move it up here so
we can see what we're doing. So what we want to do is
address these lines of type down here and to
zoom in on them directly, I'm going to hold the
Commander Control key and the space bar that will
toggle us to our Zoom tool, and then I'm just going to
draw a box around the text, a loose box so that
when I let go, we can zoom in right on. Alright, so here, this is a line that was created
with an underscore. So you'll see I can back out of here till we're left
with the two spaces, one on either side. And here, the same. So what we're going
to do instead of an underscore is draw a line. So let's first
press escape to get our cursor out of the text, and then we're going
to grab our line tool. It's located over here
below the type tool. You can see that the keyboard shortcut for it
is the backslash. That is the one
on your keyboard, next to the bracket
keys that are next to the letter P for. Paragraph. So with
this tool active, we can just find
an empty area to work and click and
drag to make a line. You'll notice it
can be tricky to get it to be
perfectly horizontal. But if you add the shift key, it will snap into a
perfectly horizontal line. And then when you
let go, there it is. Now, mine doesn't have any color or stroke or anything
applied to it right now. So if I just want to apply the default fill and default stroke colors
with that line selected, I'm just going to tap
the D key for default. That will apply in design's default fill
and stroke settings of none for the fill and
black for the stroke. So we're currently looking at a stroke weight of one point, and we'll just
leave that for now. Let's copy our line by
pressing Command or Control C. And now to use this as an
inline anchored object, we're going to paste
it into our text. So to do that, we'll
need our type tool because we need to put
our cursor into the text. So I'm going to switch
over to my type tool and I'm going to come
down here and insert my cursor between these
two space characters just ahead of the date. And with our cursor flashing, we can now press Command
or Control V to paste. And that pastes this line into our text in a way that we could now cursor
ahead of it here. And if we type, it's
going to just mosey on down with our text,
which is pretty cool. Of course, the underscores
could flow with the text, too. So maybe you're not
that impressed yet. But unlike the underscores, in addition to adjusting
the position or offset, we can also control the weight. Interestingly, even
though this line is behaving like type, and it's within the text, we don't use a
paragraph style or character style for it
because it's still an object. In fact, we would now refer to this as an inline
anchored object. It's the second flavor of anchored objects that
we've looked at so far. If you remember, back
to our brochure, where we anchored
the staff profile picks to their
respective text blurbs, those were also
anchored objects. But to create those, we dragged the little blue box to anchor
the image in the text. Here, we cut and paste the line directly into the text
with the type tool. And now that it's in there, we need to switch to the
selection tool to select it. Then we can head over to the Object Styles
panel and slurp up the current settings
by holding Alt or Option and clicking the
Create New Style button. We'll call this form line. We're not going to
base it on anything. And over here in the left, we have this long list
of all those attributes. And remember that by default, Indesign wants to slurp
up all of these settings, and we don't actually want that. So rather than unchecking
all of these boxes, I'm going to hold down
Alter option and double click on the anchored
object options. And that will slurp
in those settings. So let's click to select this now and that way we can see the corresponding
settings over here. If it helps, I like
to think of this as a smorgas board of settings. And once you select one of
the items on the Smorgsbard, then you can come over
here and fineness it. And here we can control
the vertical offset. So this is another one of those places where
we can be grateful that design is like universal
translator, because, again, this is speaking the
language of inches, and we set our other offsets up above our underlines
with points. So we'll come in here
and select all this type and type negative 1.5. And then we need to specify that we're not
speaking in inches. We're going to speak in
points, so we're going to type space PT. And then hit tab. And I'm glad Indesign figures
this out because if you ask me how many inches 1.5 points
was, I would have no idea. But I design knows,
thank goodness. All right, so that's one
thing we want to set here. Those are the anchored
object options. So up at the top of
our smorgasbard, the one other thing
we do want to slurp in here would be
stroke settings. So let's click to put a
checkmark next to Stroke. But then to actually see
the stroke settings here, we need to click on Stroke. And if everything looks
good, then Super. We'll just click Okay. Now that we've created this line and we've assigned
a style to it, we can just press Command or
Control C to copy this line. And then the other place we
want to paste it in is right here before the word signature in between
these two spaces. Again, because we want
to paste this into text, we need to switch to
our type tool and click to insert our cursor in the
spot, we want to paste it. Then we can press Command or
Control V to paste it in. To get our cursor out of here, let's press the escape key. And we don't need this anymore, so we can select
that and delete it. So if we click on this, we can see that the style is already applied because
when we copied this one, we had already applied
the style to it. If we think about it,
all the other lines in this document have
had a weight of 0.5, so we should probably
change this. So with this selected, we can come up to our Control panel and
change the weight to 0.5. Of course, that
creates an override, but since we want to update the style to include
this setting, not this one, we're
going to right click and choose
redefined style. Now both lines are. Another thing to think
about when we're working with these types
of lines is even though these lines
are currently showing up on the same text line where their little
instructions are, that might not
always be the case. And even here, we see that this is getting broken
onto the next line. So we can fix the hyphenation. In fact, let's do that
while we're here. If we put our cursor in
the text right here, which is part of our
body paragraph style, last time we adjusted
hyphenation, we did it up here in the
Control panel by clicking on the paragraph formatting and turning off the
option to hyphenate, just so we can practice
doing this another way, let's go back to our
paragraph style panel where we don't have an override yet because this still
is set to hyphenate, but let's practice
what we do when we want to edit the style this way. Because remember, rather
than double clicking, we want to right
click on the style we want to edit and choose edit. That way, we can edit the style no matter what happens to be selected and regardless
of where our cursor is. So when we come
into our body style over here in the
smorgasbard on the left, you'll notice there's a whole
section for hyphenation. So if we click to select it, we can see the
options here and you can get really into the
weeds here if you want. But in our case, we're
just going to uncheck hyphenate and click
Okay. So that's nice. We got rid of our hyphen, and because we made that
change directly in the style versus creating an override in the text first and
then redefining it, we don't even have an override. But now let's address this
issue where the signature, the word signature is bumped
down to a separate line. And maybe that's not a big deal, but I think it would be
nice if we could keep the word signature with
the line that precedes it. Well, wouldn't you know there's a way to do that in in design, and it's called and it's a character attribute
called no break. So to use it, we're going
to select the type, and we have two instances. So I'm going to select the line here in front of date and I'm going to select all the way
through to include the coma. Then let's come back up to our control panel and go to
the panel menu, where, again, we have our overflow of options, and the one we're looking
for is called no break. So when we click to enable that, nothing happens
because the text we highlighted didn't have a break
in it in the first place. But we can see that we
now have an override. And because we don't want this override to apply
to the entire paragraph, we're going to deal with it by creating a character style. So let's go to our
character style panel. And again, because
we're going to slurp these settings into a new style, we'll hold down Alt or option and click to
create a new style, and we'll just simply
call it no break. We're not going to base it on anything and we want to make sure we apply this new style
to the selection here, so we'll click Okay. So, this one is done. So let's move on to this. And I think originally
I was just going to do the line and the
word signature here. But I think I want I line signature because
that's all kind of one thing that just seems
like it should go together. So I'm going to
select all of that. Again, we're going to apply this no break and because we've already created a
character style, we can just tag it like that. Now all of this will always
appear on the same line. That could mean
that we end up with some not so great spacing here. One way that we
might deal with that is maybe this line
could be shortened. Because these are objects, the length of them was not
something we slurped in, so we can adjust
them individually, which is great because we want maybe the signature
line to be longer, but this date line could
maybe be quite a bit shorter. And so if we shorten that up, we'll see we now have room for all of this
on the same line. So to see how this was looking, let's hold Command or Control
and tap the number zero. And I have moved my text frame, so I'm going to bring that back. And drag this down. And if we want this to
be exactly 6 " wide, we can come up here to
the width and type six. That's what it was before
we messed it all up. And now we can't even see all of our hard
work because all of that text down there is currently overset,
but not for long. Alright, time for a recap. At this point, you've learned two different techniques for adding lines to our documents. In this case, we did
it with the line tool, which we copied and
pasted into our text, creating an inline
anchored object, and we could control how that
object looks and where it's positioned with our object
style called form line. Look at G. You've learned so much about lines and design now. Who knew it was this
involved, right? As you've come to expect,
we're not done yet. There's more to come and I'll
see you in the next video.
45. Bulleted List Reprise: All right, so we still have overset text down at
the bottom of our form, but it's going to
resolve itself when we format this area here
with checkboxes. And in this case,
we're going to set it up as a bulleted list, which makes for a nice
little review of what we did back when we
built our brochure. So what we've got in our form at this point is some basic
information up here. We're asking people what
is their plant emergency? And then we have a series
of questions followed by some potential answers
that we want checkboxes with. And one of the things
that can be helpful when navigating through forms visually is to have contrast
and hierarchy a little bit, and we can accomplish that
with some bold formatting. We don't have any
bold in here yet. So I'm going to come up
here. Let's highlight where it says name
and we have a colon. And we'll come into our
character formatting and let's make this Maserat bold. And if we look at our
paragraph styles, naturally, that
creates an override. But because we don't want
all of this to be bold, we're not going to
redefine the style. We'll create a character style. So let's hold Alt or option, and we'll click to
create a new style based on the text right here
and we'll call this bold. We're not going to base this
on any existing styles, and we want to make sure to apply the style to
the selections. We'll click Okay. All right. Then let's just go through
here and we're going to highlight this text
and make that bold, this text and make it bold. This text and make it bold. And this text and make it bold. So now you're like,
why didn't we just update the paragraph style? Well, because down here, when
we get to this question, we have the question here,
and then we have this part, and I don't want
this to be bold. So we're going to highlight
this and make it bold. This question, make it bold. Here's another one where
we're just going to select the question and not
the little instructions. We'll make that bold. And finally, we have this. L. Now we can more clearly see that we have
four sections here. So for right now, we
are thinking about this form only in
terms of print. So we're going to build these checkboxes by
creating a bulleted list. So let's start by selecting one section here so we can
see how this is looking. And if you remember where
the bullet settings are, there could be a
number of places. If you have your character
formatting options active in your control panel, you might find them
way over here. If you switch to the
paragraph formatting, they might show up
here in the middle, and if you look over in
your properties panel, they should be here as well. So wherever it is
that you prefer to grab them from,
before you click, make sure you hold
down Alt or option so that we can
customize our settings. For the list type,
we'll choose bullets. We want to make sure
we have the preview on so we can see
what's happening. And if you're looking
at this and thinking, where did the text go? We just have to move
this a little further and we'll see that it
moved way over here. So by default, when
you apply a bullet, the tab position will
default to your first tab, and your first tab, by default, is not
this far away. So remember, a few videos back, we customized our tabs for
this whole text frame. And so our first tab lands us here at the
three inch mark. So it's no big deal,
just so you don't panic and think happened to
my type? It's there. But normally, if you
haven't set custom tabs, it would be much closer
to the bullet. All right. But before we correct that, let's get in here and choose
our bullet character. This is good review. If we want to add our
own bullet character, we're going to click Add. And this time, we're
going to choose a bullet from the font called Minion Pro. You should have this font
already on your system. It's one of those default fonts. So once we find it here, we're just going to
tap the tab key, and that will actually bring
up the Minion Pro font. Now we can scroll through
here and we are looking for this character right here. It's called ballot box, and there's both a non checked
and a checked version. We just want this
version right here, so we'll click to select it now make sure
you don't fall for the trap where you click Okay and dismiss this box
with nothing happening. We want to click Add first
and then click Okay, and that will put the
bullet right here. We can click to select it. Now if you remember, back in our brochure when we
worked with bullets, we used those big
thick X bullets and we created a character
style to make them pink. In this case, we want
the bullets to just be the same color so we can just ignore this and
leave it set to none. Below here, we definitely want to adjust this tab position, we can click this a gazillion times if we hold the shift key, it will jump in
larger increments and then we only have to click
it half a gazillion time. Of course, you can also type directly in here if you want to. But let's set this to 0.25. That looks pretty good,
and we'll click Okay. Of course, we don't want to have to repeat this
work all the time. So let's go into our
paragraph styles and slurp these settings
into a new paragraph style. So we'll hold Alt or Option, click the new paragraph
style settings, and we'll call this
bulleted list. We can base it on
body so that if we change the font that we
use for the body style, it would update here. And we'll go ahead
and click Okay. Now, let's apply that
same paragraph style to all these other options. So just note, this one
here, there's only two. And this one, there
should be four, I think. I might have to expand
our text frame. So we can see all four of those, and we'll make them
a bulleted list. A. Now, looking at these, I think it would
be nice to maybe tighten up the spacing
between these bullets. So let's select a set of them, and let's see what's
going on in our settings. So I'm going to come up
here to the Control panel, and the space after
is set to 0.125 ". And the space between
is set to ignore, which means the space
between is also 0.125 ". In this case, I think I
want the spacing between the bullets to actually
be a little bit smaller. So let's manually type in here. We're going to type 0.0 625. We don't have to
type I N because this little field here is
already speaking in inches, so we can just hit
tab. And that's nice. That tightens them
up a little bit. So again, the space between means space between the
paragraphs of the same style. And then when the paragraph is followed by a
different style, then we want a little
bit more space. So I think that
looks really good. So we want to update
this to reflect that. So in our Paragraph
Styles panel, let's right click on our bulleted list that now
has an override and we'll click Redefine Style and everything will just
tuck up nice and neat. So in this video, you got a nice little review of
customizing bullets. And in this example, we used a bulleted list to
create a checklist. We still need to deal with all this type and the fact that this
down here is overset. But have no fear because
this form is almost done.
46. Using Span Columns to Split Text: So far in creating this form, we learned about
setting up custom tabs. We learned about different
ways to put lines into our form while still maintaining flexibility
and ease of editing. Then we got to review how to
make custom bulleted lists, setting up a checklist. And to finish up this form, we are going to deal with all of this type that is just
taken up so much space. And really, we have
one line of text, and then we have
short little phrases. Right? So I think we could
make this into two columns. Typically, in most cases, we control the number
of columns that are in a text frame by the settings
for the text frame. But we don't want
all of this text in the text frame to
have two columns. So one way to deal with
this would be to shrink this frame down to here,
so everything's overset. Then we could port the overset text from that
frame into another frame, which we could then
set to be two columns. Then we could port
the overset text from that frame into a third frame, and we could set that
back to a single column. And this would thread all
of our frames together, and it would be just fine. But then we have to
juggle three text frames. And that's one possibility. The thing about design is
that there's not really, like, a right or wrong answer. It's just what's going
to be the easiest, the most flexible,
the most enduring, and the easiest to edit. Those are the questions you
want to be asking yourself. So this is one way to do it, but I'm going to show
you another method. This method is going to allow us to keep all of our text in a single frame while
still being able to split some of the text
into two columns. So let's grab our type tool, and the text that
we want to split starts here with this
question and goes all the way through to the last option in
the fourth question the Self watering so we're going to select
all of this type. And now we can use a feature, which is kind of
confusing because what we want to do is split
this into two columns. And to do that,
we're going to use a feature called span Columns, which is the opposite of
that, but that's okay. We speak in design.
So it'll be right. Now, where do we find this? I like to find it again in
that overflow menu up in our Control panel where if
we click and come down, there it is right
here, span columns. And you'll notice when
we bring that up, our choices are single
column or span column, which is what the
features called. But then there's also this
option to split the column. So right now this text
frame is set to one column, and we are going to split the selected text
into two columns. And then we get this
lovely setup here, which actually
looks really great. So here we can
control all kinds of different things like the
space before or after a split. If we want to adjust the size of the gutter right here,
we could do that. That might be worth
doing. Let's set that to a quarter inch. So 0.25 ", and that
looks pretty good. We'll go ahead and click Okay. Now, at first glance,
this looks great. We don't have any overrides, but that's because we've got two different paragraph styles included in our
highlighted text. If we put our cursor into one
of these paragraphs here, like if we put it here in this non bold section
of the first question. We can see that the fact that we split the columns is
creating an override. So if we redefine the style, then it's going
to split the rest of the body copy up here. And because we
don't want to just leave an override hanging out, we can actually create
a second version of our body style that includes
the split column setting. So to slurp up the settings, we want to make sure
our cursors here, not in text that has a
character style applied to it, but this text right here, then we'll hold down
Alt or option and click to create a
new paragraph style, and we'll call this body split. We'll base it on body
in case we want to change our body font some
point down the road. We'll make sure
that the style is applied to the selection
and we'll click Okay. Awesome. So this is body split. Now let's come over
here, insert our cursor, and let's apply
our new body split paragraph style over here. Again, body split and
over here, body split. And you'll notice
that even though we just assigned a new
paragraph style, Indesign was smart
enough not to mess with the existing bold
character style that some of that text has
already been tagged with. This may be one of those cases where you get to have your
cake and eat it, too. It's just another reason
Indesign is such an unsung hero. Okay, so so that takes
care of the body part. This is the bulleted list style. And when we created
it, we didn't have the split column
setting happening. So in this case,
so because all of our bulleted text is contained within this
split column situation, we don't need a duplicate of the style to
handle the split. We can just update the
style to include the split. So let's come over to
our bulleted list style. We're going to right click
and choose redefine style. It's worth pointing out
that doing it this way creates one possible snag, which is now we've got two paragraph styles with
a split column setting. So that means if we want to edit anything about
these columns, maybe adjust the gutter, we'd have to adjust
both paragraph styles, the body split and
the bulleted text. So maybe we would have
been better off threading the text between three different
text frames after all. That way, we could control the column settings
via the text frame. Instead of using that
whole span column setting in our
paragraph attributes, that would have totally
avoided the situation. But then again, maybe not. Maybe we don't want to juggle
all those text frames. So again, there's no
right or wrong way, and no two people build the same document in
exactly the same way. So you make some choices. And like in life, you'll live and you'll learn. This is how it goes. In the real world,
the way you set up your documents is often
an iterative process. You build it one way and
then you realize, Oh, if you were going to
do it over again, you might do some
things differently. But learning and internalizing
that lesson is just as important as knowing what
to click on in in design. Overall, this is
looking pretty great. I am noticing, though, that after adjusting the
width of the text frame, we still have a funky line
break happening down here. And as this is intended to serve as the fine print at
the bottom of the form, I want to introduce a
little more spacing here and probably make this
a little smaller. So I'm going to
select that type, set it to eight points. Now it all fits on the one line. And let's add some
space before, actually. So up here in the Control
panel, we can adjust this. Do we want it way down here? That looks weird.
Maybe just 0.25 ". Then let's create
a style for this. We'll put our
cursor in there and Alt or option click and call it fine print. And click Okay. Let's make sure we don't
have anything selected by pressing Command or Control
Shift A for anything. And let's hit W mode
to look at our form. If we want to move this
form down a little bit, we can select it and arrow it down a touch,
maybe something. That. Nice work. That is one good looking form. In part, thanks to what you
learned in this video about how to split text into
multiple columns, even when that text is alongside other texts in a
single column text frame. You're getting really fancy
with this in design stuff. Still ahead, we're going
to learn how to take a form and turn it
into a fillable PDF.
47. Creating Fillable Text Fields: So at this point, we have a really good looking form
that is ready to print. We could export this
as a PDF for print, and our client could start
using this right away for people in their shop to
fill it out in person. But if our client
wants to make this available on their
website for download or they want to be able to
email it to someone ahead of time to fill out before they bring their plant
in for rescuing, then we want to make
it easy for them to do that with a fillable PDF. And if we pop over here to
Acrobat for a minute to see what this form would look like as a print PDF right now, it looks great, and
someone who has skills and the professional
version of Acrobat could make this into
a fillable form. However, that is not
who most people are. Most people don't have the professional version of Acrobat. They're working with
Acrobat Reader, which is the free, little downloadable plugin that allows people to open PDFs, but they don't have
the same kind of magical PDF power that we would have working in the
full version of Acrobat, which is part of the
Creative Cloud subscription. So if you are working
with InDesign, in theory, you also have access to acrobat. So to really give our clients
the maximum benefit here, we want to do some additional
work to this document in InDesign to make it print friendly for in
person filling out, as well as PDF
friendly to make it easily fillable for anyone right on their computer
without complications. So back here in InDesign, we're not going to need
this image after all, so I'm just going
to delete that. And first thing we're
going to want to do is create the form fields that people would fill
out when they open the PDF. And these fields
are not just boxes. They're actually considered
buttons and forms. And so the place
that we work with those is in a special
interactive panel found under the window
menu by choosing interactive buttons and forms. So for this process, we're going to be creating a box basically and then turning
it into a text field. So we can create the box
using our rectangle tool, so M for Marquee, and we'll just come
over here and draw box, something like this and perfect. Now, it's not officially
a text field yet. It's just a box. Now that we've got it
drawn and it's selected, in the buttons and Forms panel, we can designate what type of button or form field
this needs to be. So from this drop down here, we're going to choose at
the very bottom text field. We see that it immediately
gets a dashed line around it. That is how InDesign indicates that this is
an interactive element, and we can see what type
of element this is with this little icon here that represents the fact that
this is a text field. Next, we'll want to come
in here to the name field, and we want to name
this text field. And this text field is where we expect users
to type their name, so we're going to call it name. Down here, we have
additional options. If we want people to
be able to fill out this form on their computer and then maybe they
want to print it, we want to make this printable. We can make it required, but in this case,
we're not going to. We can also allow people to type larger amounts of text in here
by making this scrollable. But for now, I'm going
to turn that off. What I personally love is
that we can control the font that this text that
users enter appears in. So, of course, we want
to make this Montserrat. So I'm going to type Montserrat, and then I'm going to hit
Tab to set that option. And then from down here,
we can type Light. And I'll set the
font size to ten. So I'll press Tab to set that, and I'm going to
press the escape key to get out of all of there and the letter V for the very important
selection tool. And now we have our
object here, our field. Of course, it's just
free floating right now. So if we move this
around, this is separate, and there's a lot of reasons why this can become an
editing nightmare. So as you might have
guessed by now, we're going to anchor this. And we've learned a couple of different ways of anchoring. Most recently, we
learned how to copy and paste objects into our type. Down here, that's how we
put these lines in here. But in this case, we're going
to do it the same way we anchored the staff profile
pictures in our brochure. So remember that we can
anchor things by clicking this little blue
dot and dragging it to wherever we
want to anchor it. In this case, I want
it to come right after the text that says
name, so we'll do that. Of course, if we
just click and drag, it's anchored, but we
don't get any settings. And we definitely want
to control the settings because the way
this is configured right now, it will not work. Even if we just made
an object style out of this on other form fields, it's not going to position
itself the way we think it is. For one thing, if
I drag this up, you can see, here's the
little anchor thread. So it's kind of like a
threaded text frame situation, only it's dashed because
this is an anchored object. But you can see that
this bottom right corner is the one that's currently
anchored to this spot. So if we copied and pasted this text box and
we anchored it here, the positioning is
going to be different because the line here is
shorter than this one. So lots of stuff to think about. Okay, so instead
of just clicking and dragging this over here
where we don't get options, we would want to Alt
or option drag this. But now that we've
already done it, we can always bring up
those options by Alt or Option clicking on
that anchor at any time. And if you forget that, you can also right
click on the anchor and choose Anchored
Object options. So you got options about
how you get to the options. Alright, so here
are our options. And if this freaked you out
last time, don't panic. I think it's going
to make more sense after we do this a second time, and we'll do it
slightly differently so that maybe this time
it will click for you. Here is the reference
point situation. So as I showed you a minute ago, when I dragged this away, currently, the reference point is this bottom right corner. And because this box
is always going to follow the text of the field
that we're attaching it to, we actually want
that reference point to be on the left
side and probably, I would say the bottom left. So now, you'll see the box jumped because we changed
that reference point. So depending on
where we put this, you can see that the
tether is coming from the anchor and it's
going to here. And right now, this is the
bottom left of the box. But if I click the top right, well, now the
tether didn't move. But the box did so that the top right corner of the box aligns to the tether. Hopefully, this is helping. So in this case, we want
the bottom left corner of the box to be the point
that the anchor tethers to. Now, down here for the
anchored position, we want the X value, so the horizontal value to be relative to the anchor marker. The Y value up or down, should be relative to the
baseline, which is the default. So if you can remember
to just change this to anchor marker,
you'll be in good shape. Now, this is where it gets kind of finicky
and we can try and, like, fiddle with all these
numbers and move it around. But honestly, this is tedious
and not very intuitive. And so we're going to
ignore it for right now. Here, prevent
manual positioning. If we enable this, we will not be able to
manually move this around, which can be nice when you don't want to be accidentally
moving stuff, but it also means
that it's locked. And so even when we want
to manually move it, we can't do it unless we open the options backup
and unlock it. So it's kind of a personal
preference thing. I'm going to leave this
unchecked and click Okay. So now we've set it upright, but the coordinates
are not right. So what we'll do is because we did not lock the
manual positioning, we can just drag it and
position this where we want it. And now it's measuring the
position and everything from that little anchor character to this bottom left point because
that's what we told it. And we can use our arrow keys
if we want to nudge this. So I feel like this
is pretty good. So we drew a box with
the rectangle tool. We turned it into a text
field. We gave it a name. We anchored it, and then we
adjusted the coordinates and the position so
that it's properly anchored, and it's reproducible. So what do you suppose
we want to do next? That's right. We're
going to use it to create an object style. So let's go over to our
Object Styles panel. We'll hold Alt or Option
to slurp up its settings. We'll call it
anchored form field. And again, because we're
talking about Object Styles, InDesign wants to slurp
up everything about it. We only want the
anchored object options. So we're going to hold
down Alt or option and click once and twice to deselect all these
other checkmarks and just have the checkmark for
the anchored object options. That is a mouthful. All right, then we want to make
sure that we apply this style to our
selected object. This is so crucial. Don't miss out on this,
and then we'll click Okay. Now we need to copy this for these other
three fields up here. Normally, I would say,
use your selection tool, hold down all tour
option and drag, but that won't
work in this case. So what we'll do instead
is just use our keyboard. So we're going to
press Command or Control C and
Command or Control V to paste a copy here. Now, this one's going to become the field for the email address. So in our buttons and
forms, let's come here. And because we copied
the name field, InDesign calls it name two, but we're going
to call it email. So all these other settings,
because we copied it, they're going to be the same
and we don't have to redo. And we're going to anchor this. We can just grab the anchor and drag it right
here and let go. And you'll notice it
doesn't snap into position because we allowed
manual positioning. So it's okay. It's super easy. So we have an override here. We could right click and
say clear overrides, but that's a lot of
extra time and effort. Instead, the shortcut for that is to hold down
all to our option, as this little flyout tells us, we can hold down Alt our
option and then just click. And that will apply
the style and get rid of any overrides.
So this looks good. It's a little long
for this spot, so we'll just shorten it. Perfect. Let's press
Command or Control V again to make a
third field here. And again, we're don't
have to worry about trying to position it because
we've got a style for that. So we'll just drag the anchor here so that it is anchored. Of course, it's anchored to our manual positioning because we allowed it. That's okay. We can come over here again in the Object Styles
Alt or option click, and it will snap it into place. And I'm going to shorten
it up on this end. So that it ends
in the same spot. It starts a little bit later because this is a longer word. It's responsive because we set
up the anchoring that way. Alright. And this one needs a name. We
didn't name it yet. This is mobile. And
again, let's paste. And we'll name this one species and drag the little anchor in. I don't know why, but I
think that part is so fun. Maybe it's just me.
Alright, and then or option click to apply the style, the way we created
it and get rid of that override and shorten it up. Tita Did that help? Hopefully, the
anchoring business makes a little more sense now. So whether you like
to do it all by the coordinates that I
find very confusing, or you just want to
manually do it as long as you get the
reference point set right and the X value relative
to anchor marker setup, then you should
be really golden. Alright, so what
about this field? This one's a little
bit different. And for that, we have a
whole separate video. I'll see you there.
48. Creating Multi-Line Fields: So previously, we created these form field buttons, right? We tagged them as text fields. We gave them names. They are styled with our
fancy anchored object style. And this one's different
because in real life, we want people to write, and so we gave them these lines. But if you're filling
this out on a computer, the text is never going to
line up on these lines, and it's going to
be really awful, just ugly and frustrating
and maybe confusing. And we don't want that. So we want to give people
a place to write, and we want a form, but we don't want these lines. So let's edit this
paragraph style, right? In our paragraph styles, this, if we put our text
cursor in here, we called this
paragraph style line. But now we don't want line. So we could go back and tag
this as just body Perfect. Be Lines was based on body,
nothing's going to change. But I think what would also be nice is to have a frame around here so that it's clear on the computer that
you need to type in here, and it kind of
defines a space in the print version in real life for people to fill this out. So let's go back to
our lines style, and we'll just edit it. So let's right click on
Lines and choose Edit lines. The first thing we should
probably edit is the name. So instead of lines, we can call it
outline paragraph. That'll make sense in a minute. To turn off the horizontal rules that we enabled previously, let's go in here to the section
called Paragraph Rules. And we can see here
we have that rule, which in this case,
means horizontal line. And we can see it's on
because we turned it on, but now we're going
to turn it off. We should see this
update as long as we one have our cursor active here
and two have preview Enable. Next, now that we've
turned that off, let's go into something called paragraph border, and
let's turn it on. Tata. Now, yours might
not look just like this. So let's talk through
it real quick. We can set the weight
for our stroke. We can do each piece individually or because
they are linked here, we can just set one to 0.5, so it matches the line weight
of all our other lines. We can adjust lots of things, corners, sizes and shape. We can introduce offsets
here if we want. So if we do that, it
would look like this. So, you know, the box is growing from the
actual lines of text. But in this case, I'm going
to leave that set to zero. What's key, and I
don't know if this is on for you by default or not. But the key thing here to get one box despite four lines
of type is this option here, merge consecutive borders and
shading with same settings. If we turn that off, we get a box around
every paragraph, and that's obviously
not what we want, so we want to
enable this option. And now, no matter how many
returns we put in here, it's just going to put one nice outline box
around the whole shebang. I'm telling you, you guys, paragraph styles are
amazing. Alright. That looks good. And so now
we can just click Okay. And we don't have
to reapply it or clear overrides because we had all of the affected
paragraphs selected, and we just right
clicked and chose Edit. So we just, like, direct
edited this thing. So, of course, now
we still need to put a fillable form field in here. So let's press Escape to just get our cursor
out of there. And I think if we still have one of these
on our pasteboard, we could just Command
V and paste it. If it's not still
on your pasteboard from the previous video, then just select
one of these and copy it and paste it so
that we have another one. Alright, so this one, let's go to our buttons
and Forms panel here. This one is going to
be called emergency. And the difference for this one versus the others
is that we want to allow multiline text in
this box, and that's it. So we can then anchor this. Now, this is where
we also want to be strategic because
remember that we set the reference point
for the anchor to the bottom left
corner of this box. So to help us get this in the
right place without having to create a separate
object style for this four line situation, we want to anchor this to
this bottom paragraph. So you can see how
handy it is to have these invisible characters on from the type menu down here. Hidden. I said invisible
before, didn't I? Oh, oops. I meant hidden.
Same difference, I guess. So hide or show
hidden characters to see all of these things. I know why I said invisible. It's because the
keyboard shortcut. It's command or control all
door option I for Invisible. So I really took it to heart. Okay. Moving on, we want to
align this to this, right? So we take this
little anchor thing and we drag it over
here and we drop it. And here's our little thread. And once again, we
need to go back to our Object Styles panel, and we can right
click and choose clear overrides or we can alter option click to
do the same thing. And boom, that lines it
up to the bottom left. And of course, then we just need to resize it to the top right. I like to again, inset
it a little bit because spacing because my
eyeballs need to breathe. You are on fire. Can you
believe what we've made so far? This is so cool. You
don't even know. Wait till we're done, and
you get to see it in action. It's just neat.
Let's save our work. File save, and I'll see
it in the next video.
49. Turning Bulleted Lists into Checkboxes: This is the part of
this form where we want to make checkable
checkboxes, right? We want people to
be able to open their PDF and click to
put checkmarks in here. To do that, we have to
have something that we can select and turn into
a checkbox button. So here, we have set up
bullets, which are awesome, but they're kind of
virtual because if you try and select it like you would select text, you can't. They're showing up
because they're part of our bulleted list
style that we made, but we can't actually grab them, and we need to in
order to do this. So I'm going to show you how you would do this from
scratch normally, and then I'm going to show you the most wickedly cool way
that we're going to do it. And buckle up
because it's a ride, but it's going to be awesome and I think it will blow your mind, and I'm pretty proud
of how I set it up. So let's get this party started. To create a checkbox, just like when we created
the form fields up here, we could do it a number of ways. So for one, let's grab
that rectangle tool, and holding Shift, if
we click and drag, we will get a box. We can apply the
default style to it by tapping the D
key on our keyboard, which will give it a fill of none and a stroke set to black. Then we would turn this into a checkbox button from the
buttons and Forms panel. Under type, we would
choose checkbox. Tada. Then we could
cut and paste this. So don't do this, but I mean, if you want to, you can, but
then we're going to undo it. So I'm going to, let's
say, copy and paste. Then I could switch to my
text tool and let's put it we'll put it
I'll put it here, and I could paste it. Now it is an inline
anchored object. And we could use
our selection tool and select it and scale it. But I'm going to delete that. And somehow I put a space
in there. All right. So that's one option, drawing
it with the rectangle tool. So if we don't want
to draw our own box, we could also come over here to the buttons
and Forms panel, go to the panel menu. And there's a whole
sample section. So we could click on that. And now we've got several
different types of check boxes, and we could pick one and drag it over here,
and there it is. I do not care for
how this looks. This is basically
a group of things. So you could ungroup
it and get in there and mess with it,
but we're not going to. Okay. But so that's
an option, right? So there's lots of different
buttons and things in here. None of them are attractive. Okay, so we can just
close the samples. So these are two
totally legit options. However, it's like,
kind of a lot of work because we already
have all these bullets here, and we already set up
our paragraph styles, and why would we redo all this? So I'm just going
to delete all that. And we're going to
get a little fancy because I want you to know, to taste the power
that in design has. Because I mean, truly, if you think about the most
complicated medical textbooks and math and graphics and data and charts and
all of the things and references and indexes and everything in design
needs to be able to do, if you have something
you're trying to do and you can't
figure it out, the chances are the design can do it, you just
have to figure out. So what we are going to do is turn these non
existent bullets. They're sort of virtual
like I can't select them, because they're built
into the paragraph style. But we can convert
them into real text. So to do that, we're going to highlight this whole
paragraph with a type tool. We're going to right
click and check this out. We can convert the
bullets to text. So if you're an
Illustrator user, this is kind of like when
you expand something, right? Like, if you apply an
effect to something, it doesn't actually create the vector paths
until you expand it. This is, I don't know, sort of in design's
version of that. Alright, so we're gonna click
Convert bullets to text. And now check it out. Nothing changes,
visually, but now we can actually highlight the
bullets and it is text. We see that it is Minion Pro because that's what we
chose for our bullet. Let's do that for all
of these bits of text. I'm going to right click and choose convert bullets to text. And over here, we're going
to convert bullets to text. And down here, we're
going to select all this. And again, right click
convert bullets to text. So now we're partway there. We can select the type, but you'll notice we can't turn the text into a
checkmark or button. It has to be an object. So we've got another step. Now that it's text, we can select it. And if we come up
to the type menu, we can choose something
called create outlines. So we converted it from a virtual not real
bullet into text. And now we're changing it
from text into outlines, which basically
makes it an object. So let's do that. And
now it looks funny, it looks like we just made
it blue, but we didn't. If we press W for
wonderful mode, you can see it looks
just like the others. It did move like a width, like a hair width over. I'm going to let it
go for right now, it's all going to come
out in the wash. Alright, so back here in Not
Wonderful Mode, we've got it selected. So it went from being a
virtual thing we couldn't select to text that
we can select. And now it's an object that
we can not only select, but we can turn into a button or a checkbox,
in this case. So, we're not going
to go through and manually do all that
because that's a nightmare. So we're going to do
something totally cool that's going to blow your mind that
will take care of it for us. But before we do that, we
want to select the thing, the object, and let's make it into the checkbox that we want. So let's go to our
Buttons and Forms panel, and we'll choose checkbox. We'll worry about
naming it later. For now, we want to come
down here to appearance. So check boxes come
with two appearances, the on version and
the off version. And you can see, kind of, when you toggle here, you
can see it showing up here. So when it's on, we
see the checkmark. When it's off, we don't
let's set this to appear off because we don't want it to be checked
unless somebody checks it. Down here, we want to make sure selected by default is not on, and it should be printable. Alright, so this looks good. Now, make sure we still
have it selected over here, and we're going to copy
it just to our clipboard. We're not going to paste it. We're just going to press
Command or Control C for copy. Because we don't want
to manually have to go through each
of these and go up to the type menu
and convert it to outlines and then
set up the checkbox. So we're going to use GRP. And I will tell you
right now I am not a Grep Ninja. But
that didn't stop me. I doesn't stop me, and it
doesn't have to stop you, okay? GRP is basically super, super powerful find change. And when I say super
powerful, I mean, like, programmable and scriptable and stuff like I don't
even know about. So just to give you a
taste of what it can do, we're going to use it to
go through this text, find the bullet character. And replace it with
the object that's currently copied to our
clipboard. Here's how we do that. We select the text frame, and we're going
to go up to edit, and we're going to
look for find change, and I forget what
this defaults to, but we want to come
in here to grab. This is really powerful and
we can change lots of things, and we'll look more
about this later. But we're looking at the
advanced power part first. Then later, when we do
easy stuff in here, you'll be like, Oh, that's easy. All right, so this
is code stuff. Basically, we're telling
it to find this character. This bullet character, and
it's represented by this. And there's, like, code
for how you do this. My brain doesn't do code. So if you do code, this
makes more sense to you. But we're basically
saying to look through our text and find this symbol. You see how it says 2610? So that's basically like
the name of this character. So we're telling Grep, we're telling in design to look through this
whole text frame, find this bullet text character, and change it too. And this little code means
the contents of my clipboard. How do you know what
these codes are? Trial and error, experience,
Google, hat JBT. Also, you can come here and there are some things
that you can pull up. If you're looking for
an ellipsis, it's here. You could select this and
it'll put that code in. Don't panic. But this is really cool. I had
to show you. All right. You can also tell it to search document or just the story, which means this text frame and any text frame
threaded to it. But we're going to search
the whole document and then we're going to
click Change all. Are you ready? Change
A. Boom. Look at that. It went through here
and it searched and replaced 13 bullets. Bam. Click Okay. Click done. So today, that is my fancy grep trick. If you want to learn
more about GRP, that's like its
whole own course. It will not be taught by me. But there are books
out there about it. There's videos, courses all dedicated to GRP
and it's amazing. I don't use it enough to
be well versed in it. But I think it's kind
of fun when you have a really specific thing
that you're trying to do. There's almost always a
way to do it with grep. And if you're wondering
what GRP stands for, it stands for global
regular expression print. So, again, if you're
on Jeopardy, Um. Before we go, I just
want to point out something for the
purist out there. If we click and
highlight this text that we so carefully styled as a
bulleted list previously, and we look now at
our paragraph styles, we're going to see
we have overrides because we no longer
have bullets. And and underneath the bullets, if we move our cursor here and just put
the cursor in there, we still have like an
empty minion pro space. And I think if I highlight that whole empty area behind the bullet,
the bullet is gone. It's converted into
this checkbox now, but it left behind an
empty Minion Pro space. And so the fact that
we have Minion Pro and Montserrat together
in the same paragraph is causing a problem. So there are ways
to resolve this, including with find
change because we could actually use Fine change to
search for any Minion Pro, and then we can have it replace
it with something else. But honestly, we're just not
going to get into it here. But I just wanted you to
know that this is a thing, and there are ways
to resolve it, but you got to pick and
choose your battles, and I'm not choosing this. Thank you for coming
to my Ted Talk, and I'll be waiting for
you in the next video.
50. Single vs. Multiple Choice Fields: Okay, so we have actual
checkboxes here now. Yay, we need to label them all. So this checkbox needs a name, and we want to name it with the field or question
that it goes with. So all of these checkboxes
are part of this question. So like up here, we named
this text field name. These we're going to
give the same name, and then we're going to
assign a value to them. When we think of
name, in this case, for the checkboxes, we want to think about the question
that they're answering. So in this case, the
question is the struggle. So I'm going to call these
checkboxes struggle. So I'm actually just to
make this a little easier, I'm going to highlight
struggle and copy it so I don't have
to type it over and over. And then let's come
down here to the value, and we would want to
give this the name rot. And this kind of depends how your client is
using the form. If they're going to just
fill this out in person, obviously, none of this matters. If they're going to
fill this out as a PDF and print it
out and bring it in, it also doesn't really matter. But if you want to be able to have this filled
out and then, like, slurped into a
database or something, then we need to actually
name all these fields. Plus, this is also how we tell design that you can only
choose one option here. So we wrote choose one, but we don't want to rely on people on their
computer knowing that. We want to force them
to only choose one by making only one choosable. The way we do that
is by naming all of these checkboxes
with the same name, but assigning different values. This one, the value
would be rot. For this one, we'll check it and we'll give
it the same name. I'm just going to paste
struggle in there, and then the value
would be yellowing. Then we could select this one. Again, the name
would be struggle, and the value would be like, whatever we want to
call it, leaf drop. And then this one
would be struggle, and the value would be growth. Okay? So because all of these checkboxes
have the same name, that tells in design, and that tells the PDF
reader and all of it. That only one option
is selectable here. So here's another case
where we only have one. So let's select
this button here, and this time, we would name it transport,
whatever makes sense. And then we'll give it a
value for that button. We'll say no, they don't need
transport for their plant. This is a white glove place,
in case you wondered. And this one would also
have the name transport. Forgot to copy and paste it. And the value would say yes. Yes, they need
pickup and delivery. So over here, we want the user to be able to
select multiple things. So it doesn't really
matter what we name it as long as they all
have different names. So it kind of makes sense
to just name it pruning. And then the value would be yes so that when they check it, they're saying yes,
they want pruning. Then this one would be
cutting or that sounds bad. Let's say trimming
here re potting. Again, the value for all
of these is just yes. And that's default, so we don't have to type
all that stuff. And again, here,
this one would be pest, treatment, value yes. And over here, same thing, because we want people to come into their
store and be like, Yes, I want all of
these cool add ons. So the button value for
all of these would be yes, and the name would be
whatever the item is. So we'll say trellis
ceramic pot. Grow light, and we'll say
SW for self watering Pot. And that's it. This
form is really simple. We're just putting
checkboxes in it. But because of how
we've named them, we're able to control
whether users can select only one option or
multiple options. Of course, there's
a lot of different functionality we can add to our fillable forms
beyond checkboxes. To keep this short, I've saved the demo I created
for a separate video. Don't skip it. I'll
see you there.
51. Other Cool Form Stuff: All right, so the forms
that we created for our client are very simple,
clean, modern looking, but there are some
additional options that you can create in in design, and I just wanted to make
sure you know about them. So right now, I'm in
Acrobat and I'm looking at an exported form from in
design, an interactive form. So I wanted to
show you how these behave and what they look like, and then I'll show
you the design settings that
correspond to them. So I should point out that this color that we're seeing here, this is not something
set by design. This is a function of
acrobat or reader, and it's highlighting interactive
elements for the user. And there's a way, I
think, in preferences, you can turn this feature
on or off. The user can. So I'm going to
leave it on here, but just so you know that was not something that's
created in design. So here's an example
of radio buttons. By default, radio buttons work by excluding one or
the other choice. So if you have a list of items and you select radio buttons, the user will
automatically only be able to select a single
item from the list. So this is setup similar to
how we did the checkboxes for a couple of the
areas on the form where we only wanted
users to select one item. These are set up
that way by default. So both of these radio buttons have the same name and then
their values are different. So this is a yes
value and a no value. There's also an option in
design to create a combo box. So a combo box appears
like this in the document. So it appears as
a drop down list. So, to answer the question, how do you feel
about combo boxes? The user could come
here and click this and they have a
number of choices. They could choose Yu
they don't like them. That's kind of how I feel, but really depends on the form. M, indifferent. Maybe you love them,
and you're like, I Oh, I meant to say
can't get enough. Maybe this was my subconscious, 'cause I could definitely get
enough of the combo boxes. But what's cool
about combo boxes is the possibility that users
can input their own text. So maybe we click
here and we type, I love them. Exclamation point. So this is an option that's not actually
set in in design, this ability to let users
input their own list item. This is something that
has to be enabled after the fact in Acrobat. So I'll show you
where that is later. In Design also offers the
option to add a list box. So a List box has multiple lines and it's a
box, it looks like this. The tough part is
knowing how big to make the box to properly
fit the options. With a list box,
users do not have the option to input
their own answers, and you can set it up to
decide whether they can select only one item or they might
be able to select multiple. So how do we do
this in in design? I'm so glad you ask. Here's our radio buttons. So we simply set them
up the same way. You could draw a
circle just like we did with the box, the checkbox. You could use a glyph. You could use a bullet. You like we did. We
started out with a bulleted list and we
converted the bullets. But instead of checkbox up here in the buttons
and Forms panel, you would choose Radio button. And here we can see the name is Radio button one,
and so is this one. Radio Button one. But the
value for this one is no, and the value for
this one is yes. Alright, moving on
to the combo box. Here, it's just a box. So we don't see the
drop down in design. So, in a sense, that's where it gets a little
tricky is because you can't you can't see what
you're really designing here. Honestly, you can't even
see if the text you're putting for your list
items fits in here. All right, so for this item, I drew a frame just like when
we created the text fields. But this time,
instead of choosing TextField in the buttons
and Forms panel, I chose Combo Box. Then down here, you
can actually type the list of items that you want to show
up in your combo box. So here you can see where I meant to say can't get enough, and I made a slip there. So let me just delete these
so you can see how it works. To create the list items, you put your cursor
here and start typing. So I think one of them was yuck and then if you
press Shift Return, it will take your answer,
submit your answer, so it creates the first item, and it resets your cursor. So you can type M, shift return. Can't get enough shift return. And then if we intend to allow users to input their
own information here, then we could type
something like your answer here or
whatever makes sense, and then shift return. Now we can sort these items
alphabetically if we want, but we could also drag and drop them into whatever order
we want them to appear. So if I'm going to start
with the worst like yuck, I don't like combo
boxes, then maybe, M, I'm indifferent or can't get enough or
the custom answer. But again, to make it possible for someone to
write a custom answer here, we have to do that after
the fact in Acrobat. We'll see that later.
Combo boxes are only going to allow people
to choose one answer. If you need to be able to select multiple answers and you
don't want to do checkboxes, then you might want
to use a list box. So here, for type, I've set this to List Box. The default name
becomes List Box one. Here's where we can
specify if we want to allow users to make
multiple selections, then we want to enable this. Then we can put the same
options here if we want. Can add additional list items, but no matter what we do later, users will not be able to type their own information here. So that's really the
difference with this stuff. Combo boxes, you can
only select one option, but one of them could be that your users get to input
their own information. With this list box, they can select
more than one item, but they will not be able
to input their own answer. Now we've looked at
checkboxes, combo boxes, list boxes, radio
buttons, and text fields. So yet to come, we're
going to talk about signature fields and buttons.
52. Adding Digital Signature Fields: In this video, we're
going to talk about different ways to build signature forms into
your PDF forms. There's basically three
different options. So to see what the
end result is, I'm showing you this
right now in Acrobat. The first option is to allow the user to basically
stamp their signature. So with this option, they could come in here
and type their signature, and you could specify a font. Like, in this case, I specified Lucida Sans because
everyone has it, and it looks
noticeably different. It feels signature esque without being a complicated
script font that nobody has. So we'll look at how we do that. That's one way
users can do this. Another option if the user has the tools and
knows how to use it, they can actually come over to a stamp that they could then drag and stamp into the document in order
to apply a signature. In that case, what's
actually happening is that Acrobat inserts a
graphic object. So they're basically
placing an image. So in this sense, there's
no identity verification. There's no cryptography, there's no automatic document locking. It works on any PDF. It doesn't even require any
extra preparation in design, but it also leaves no
legal audit trail. It's just a text field
like we set up before. So it's great for informal
documents and things, but it's not very
legally binding. The other option here is Adobe Acrobat digital
signature. This is hardcore. This is not something
that you would put into a document
lightly because it would probably cause a lot of panic and stress
and problems for users who don't know
how this works and who don't have acrobat
signatures set up. It's going to prompt
for their identity. It might require a
certificate or a token. It's going to lock the
document after signing because this is considered a cryptographic
digital signature. So behind the scenes,
Acrobat is generating code, and it's encrypting all of
this using a private key. Somehow, they verify
the person's identity with the digital certificate, and any changes to the document after that would
break the signature. So this is something
that's used in the government with legal
documents, finance stuff. But this is really
easy to set up. And in design, you just
declare a signature field. The third option down here is really to just use a third
party signature service. So if you've ever used
Adobe sign or DocuSign, those services are fantastic and they make it
really easy for users. I don't know how they
work, but they work. I've used them as a as the
person filling out the form, and it's just super
user friendly and easy. And so to set those up, you basically do it the
same way you do this. You just make a text field. And their program ignores all of the in design acrobat stuff, and they just overlay
their own logic on it. So it's kind of like a modern business friendly middle ground between sure, here's my signature
that you typed with a font versus this option, which is super secure
and complicated. When you use the
third party option, you're working with typically
a cloud based business. They verify via email
who the identity is. It creates audit trails. There's timestamps. It's legally compliant in most cases, and it's super easy. So depending on your use case, that determines which of
these you want to work with. So back to InDesign over here, where we are just asking people
to fill this out and say, they're not going to hold it against you if their plant dies, we don't need to be all
bringing encryption into this. So, for these instances, I think we could just
come up here and copy one of our
little forms up here. Come down here. Why do I
still have this text frame? So huge. Whoops. I'm
going to drag that up. Okay, so then we can paste
this and put it here. So this one would be
our signature field. So for the type of
button and form, we would not change it
to signature field. This invokes the super encrypted
digital Adobe situation. We would just leave
this a text field, and we would name it signature. And then we can shrink this up. And here's where if you want to specify a signature
style kind of font, I just kept it simple, and I went with Lucida Sans. I don't even think
that's the best choice, but I just know that's
often an option, so I'm putting it in here. And I think I went with a
Demi bold italic. Alright. And then for this
here, for the date, we could just command
or Control V to paste another thing in here and we'll drag the anchor here. And I just realized we
didn't tag this, did we? We have overrides. Let's
go to our Object Styles. Yep. Option click to make it
fit the way we've planned, and same with this
one. I anchored it. Now we'll go to Object
Styles and Alt or Option click and shrink it down
to fit, and we're set. Oh, but we won't name
this one signature. We'll call it date, but it is just a text field. Whew. So you've
learned how to create text fields, multiline
text fields. We enabled that option
over here, remember? And we added that cool paragraph
style outline around it. We added check boxes, some of which only allow
users a single choice, and others let them select
multiple things based on how we named the checkboxes. And down here, we created
another text field that we called signature
because we're not trying to get lawyers
involved with this. We're just making it
simple and saying, Hey, don't hold us accountable
if your plant dies. And here we have another
text field named date. And we'll see some
additional options for styling this when we
get into Acrobat. The only thing left is to create the buttons
to submit the form. And what do you know? I have a whole video just for
that. I'll see you there.
53. Creating Submit & Reset Buttons: Last interactive element we need to learn about are
these buttons. So I've already created some buttons down here
for us just because we don't want to
spend time doing all of that cause you
already know how to do this. These are not
actual buttons yet. They are just text frames with a black fill and green text. So one says, clear the form, and the other says, submit. So how do we turn
these into buttons and how do we deal with them
when we export for print, 'cause you don't want to
have a button that says, submit on a paper form you're holding in your hand in
real life or clear form. That would be hilarious. So how are we going
to deal with this? Let's start first with
the clear Form button, or it's not yet a button. But text frame. So I've got the text
frame selected. We're going to turn it
into a button by coming to our buttons and Forms
panel and choosing button. You might want to name
it, something that is easy to recognize,
like, clear. You'll see why it's helpful
to name these things even when you think you
don't need to. It's helpful. You'll see that later.
But let's call it clear. And then down here
under actions, this is where we tell in
design what we want to have happen when
someone clicks on this. So we'll click the plus
to add a new action, and the action we're
going to assign to it is to clear the
form. So that's it. Now we have a button and
it will clear the form. The other thing is down here, if somebody's filling this out
on their computer and they print it to bring in
to the plant shop, they don't need to have this
button when they print it. Alright, let's do it for
the submit button, too. So we come up here. We're
going to make this a button. We'll name it, submit
and for the action, we'll click the Plus button, and down here under the PDF section is the
command to submit form. Now it's going to say, how
do you submit the form, and it could be submitted
on a webpage, et cetera. We're going to keep it easy. What we would want here is for this form to just be emailed
to somebody at the shop. So instead of typing a URL here, we're going to
type a little code that will tell it to
email the document. And you have to type
it just like this. We're going to type mail two, all one word, no space. Colon and still no space. We're going to type out whatever email address this would go to. So maybe info at hot Sauce botanicals
dot C. And that way, if the user fills this out on their computer, when
they hit submit, it will launch their
email client and attach a copy of the form
to the email for them. Again, at the bottom, we don't want this
button to be printable, so we can uncheck that option. And that's it for buttons,
simple stuff, right? You're a pro already.
54. Setting Tab Order: So now that our form is built, and before we export it for
print and interactive PDF, we want to take a moment to complete this last little step. Because this is really
the polish that makes this document more user
friendly for everyone, and that is to set
the tab order. This makes it easy for users
to tab through the document in a logical sequence and
order, and it's really helpful, especially for
people who are using screen readers and
assistive technology, we want to make extra sure that this document is easy for
them to navigate as well. So as the last step here, we're going to go to object
interactive set tab order. And here we just have a
running list of all of the fields that someone would be working through when
they do this document. We want to confirm that it's in an order
that makes sense. So in this part of the world, where we read from left to
right and top to bottom, that's basically the structure we would want to emulate here. So we want to start with name. Good, email, yes, mobile, perfect, plant
species. Absolutely. So here's another reason
why you really want to name your buttons and forms because otherwise it
will just say box one, box two, box three, whatever. So this is helpful. Emergency is next and then look at that. You'll notice if a user was navigating this
document using the tab key or working through it with assistive technology
like a screen reader, they would be jumping from the emergency field here
and if they hit tab, it would jump all the
way down to signature. That would be super confusing. So signature should be last. So we can click and drag it all the way down before clear. Okay, let's go back up here. Same with date. We
can drag and drop it. This one should also
move. So we can drag and drop it or if we select it, we can just say move down, and it moves down
one item at a time. Now I've lost it.
Where did you go? Here? So we want that to go before the signature.
So let's see. Then we have our struggle
struggle struggle struggle. Yes. And then they would come down here
and choose pruning, trimming, re potting,
pest treatment. Yes. Then they would move up to answer this
question about transport. And this is also great to see we can confirm that these
have the same name, so it's a one or the
other kind of situation. Same with this. Remember,
we called those struggles. So that's why we've got four
struggle options there. And then they can choose
to add a trellis, a pot, a grow light, or a
self watering pot, and then date signature. Then if they tab again, they would get to the clear the form option or
finally submit. So once we're happy with this, we go ahead and click Okay. Now we're finally ready to
export this magnificent form.
55. Exporting for Interactive & Print: Alright, look at
our gorgeous form. We are ready to export it. So because our client
wants to be able to use this as a printed version that people can fill
out in their shop, as well as a PDF version
that people can fill out on the computer and
either print and bring with them to the shop or email. We're going to export this
to two different versions. So it really pays when you're creating these forms to really, really think about
how it's going to be used and design it with both print and
fillable PDF in mind, so you can do it all in
one single document. Now, all we have to do is
export one version for each. So to create the print version, we'll choose File export. I've already got a copy here, but we're going to call
it Form dash Print. Since we'll have two versions, it's nice to distinguish
them this way. And down here under format, we want to make sure we
choose Adobe PDF print. Then we're going to click Save. So under our presets, if our client is intending to send this to a
commercial printer, then we want to build
it accordingly. For now, I'm just going to
choose high quality print. Check the pages we
want to include here. Always a good idea to view
the PDF after exporting. Down here, this is where
we can tell it how to handle non printable things
and interactive elements. So we don't want to include
non printing objects. We do want to include
interactive elements, though, because our checkboxes are considered interactive elements. And if we don't include them, we won't see any
check boxes at all. So we do want to include the appearance of our
interactive elements. Again, depending on what is
happening with this PDF. If you need to include bleeds, that's over under marks
and bleeds and you could just enable the document
bleed settings, which we've got
included over here. So if that is everything, we can go ahead
and click Export. This looks good. We can
see our check boxes. They're not checkable because
we made a print PDF here. But look what is
here, these buttons. They're not clickable,
but they are showing up. We did tell it to include
the appearance of all of this stuff because we
wanted the check boxes. Unfortunately, even though in the buttons and Forms panel, these were set to non printable. They still are showing up here. So let's close this
and go back to end design and figure out how we can handle this
in a different way. Because we do need to include the appearance to get these
checkboxes to show up, but we don't want
to see these guys. And even though when
we select them, we see it's not set
to be printable. It is still showing
up in our print PDF. There are a number of
ways to handle this, but to keep it as
simple as possible, we're just going to put these
on a separate layer and simply hide it when we
create the print version. So let's go to our Layers panel. Like all the panels,
you can find it under the Window menu. We're going to come down here to click to create a new
layer by default. In Design calls it layer two. We want to make sure we select our two little
objects over here. And we can see that
they're selected. That's what this
little dot means. Means we have a selected object, and we can move it from layer one to layer two by simply
dragging that little dot. I think that's so funny. It's so subtle. It's like such a little move.
But it's a big deal. So we moved it to layer two. The layers are color coded, and if you've ever
wondered, like, why is the text frame and everything blue when
we click on it? Well, because it's all
been on layer one, and blue is the default
color for layer one. So now that these
are on layer two, when we click to select them, the dashed outline around them
that indicates that it is an interactive object is
now red instead of blue. This is a little visual cue
that this is on layer two. What's nice is unlike Photoshop, where you really have to be
careful about what you click and you have to be in the
Layers panel all the time. In in design, we can
click any object, really, no matter what layer it's on, unless something is covering it, or the layer is locked or invisible or
something like that. In the Layers panel, we do
have the option to double click in this empty area
here to pull up the options. And you'll notice we could make the whole layer unprintable, but then it's not going to show up even in the
interactive PDF. So we'd have to come in and
then make it printable again, and it just kind of
gets a little messy. So let's leave it printable. And when we export
this print version, we'll just hide the layer by toggling the
little eyeball there. And now we can go
back to File Export or simply press Command
or Control E. And again, we'll save this as form print. Set the format to PDF
print and click Save. Replace any existing versions. And in this case, we just
want to make sure we still have bleeds included
if we intend that, if we need them. And back under General, we don't really worry
about this now. We just want to make
sure we're exporting visible and printable layers. And because this layer is
not currently visible, it will not be included. Now under interactive elements, we can make sure to include appearance so that we
see the checkmarks here and now we can click
Export. There we go. And now we have our
print PDF ready to go. All that's left is to
make the interactive one. So let's close this and
go back to Indesign. For the interactive
one, of course, we want to include the
buttons down here, so we just enable that layer, and then we can press
Command or Control E again. This time, I'm going to call it Form fillable or
form interactive. And for the format, we want to choose Interactive
and we'll click Save. So here we want to make sure we set up the pages
the way we want. We could export separate pages into separate documents
if we wanted. Here we can control the viewing. When someone opens it
on their computer, we could have it appear fitting on screen or have it set
to 100% or whatever. Just know that then we're overriding the defaults
that they may have set up. So something to think
about. We could force it to open in
full screen mode. But for now, I'm
just going to leave these set to the defaults. We do want to make sure we
view this after exporting. Down here, we definitely want to include all of the
forms and media, not just the appearance, but the functionality, too, and we should be set. So you can always check
through here if there's anything else that is relevant. And when we're happy with
everything, we'll hit Export. And here is our
exported fillable form. So you'll notice because
I'm in Acrobat now, the interactive areas get
this purple blue highlight. So now we could put
our text here and we could put in our name. And you'll notice
it's styled using Montserrat with the
settings that we baked in. If I hit the tab key, it's going to move through everything in the
order that we set up. Then it's going to go
to the state field and finally the signature. And because it's
not an official, Adobe digital
cryptographic signature, we could just type here, and we see that we get this specified font to
represent a signature. And if the user knows how they can stamp the document with their signature
if they prefer. The button down here,
if we click this, that will clear it. And if the user clicks
the submit button, you'll notice it's going to
pop up to send an email, and it will just go through their default email application unless they specify otherwise. And here we see
in my Macmil that it comes up to the email
address we specified, I put in a subject line, and here is the attached form. So they could just say,
Hey, here's my plant. I'll drop it off
tomorrow and hit Send. So this is pretty slick and it looks great and
it's functioning. I mentioned, though,
that there are a few extra things that we
can do, not in in design, but after the fact in acrobat to really fine
tune fillable forms. So stick around to
learn how to take your fillable forms
to the next level.
56. Refining Forms in Acrobat: Alright, so here
we are in Acrobat. We've exported our interactive
fillable PDF form. It looks great. We could call it a
day and end it here, but there are some neat
things that we can do after the fact in Acrobat to really make this smooth and extra
impressive and functional. So let's see how we
do that. Honestly, I feel like every time
I open Acrobat, it has a new update and it
looks totally different. So I don't know what
this is going to look like when you're
working in Acrobat. So I'm going to show
you how to get to things via the file menu, and hopefully that stays put even when other
things move around. But let's go to the Edit menu, and we're going to come
down to prepare form. So the workflow generally is you design the
form and in design, you set it up the way we did and export it to
Interactive PDF. And at that point, if you
want to Finst you come to Acrobat and go into the
workspace for preparing forms. So here we are in the
form editing workspace. So yours might look different. You might not have the same
panels open. That's okay. We're not actually going to
dig into any of that stuff. We're going to access
everything through basically the properties for each field that we
want to work on. So, for example, if we
select this field here, our emergency field, and
we right click on it, we can pull up the
properties for the field. And here we have all kinds
of different collections, different tabs of
settings we can look at. If we go under appearance, we can see that, yes, this is set to Montserrat light. Ten point. Perfect.
So that setting came through to
Acrobat from Indesign. If we want to change it, we
could change it right here, and then when we save this form, it will have a
different setting. Let's come back up here and
go over to the Options tab. Here's where we can see that
this is set to multiline. Again, that was a setting that
we specified in Indesign. And this is where
we can see that, yes, it came through. And if we wanted to change
it, we could do so here. We did not set this
to scroll text, but if we wanted
to add that option now, this is where
we could do it. That's good. For this box. Let's go ahead and click Close. Let's turn our attention
to the date box down here. We'll click to select
it and then right click to open the properties. Another thing that
could be handy when you're working
with text boxes like this that might
have multiple lines, and you never know. Someone might try to
write a novel in here. If we go to the appearance, tab, we can see that, yes, we did set this to Montserrat
Light and we set it to a size of ten and we don't
have it set to scroll. But if we want the
text to shrink, if it becomes too
large for the box, then instead of ten, we could change the size
setting up here to auto. That way, people would
type, type in their stuff, but as it gets to be too much type, it
will start to shrink. That's a nice way to let
people include their text, but also make it obvious that if they try and
write a novel in here, it's going to be
really hard to read. So that is an option.
I'm going to set this back to ten and just force people to be succinct in what
they're inputting. All right, we can
click Close for that. Let's come down here to the
date field and select it. Then right click and
choose properties. And here we have
all the same stuff, but let's come under format. So we can tell Acrobat
what format we expect the information
in this field to be. So in this case, it's set to
none, that's the default. But if we click this drop down, we can actually tell it that
we expect it to be a date, and it's warning us that
somehow this must have been set to multiline and it can't have a date when it
has a multiline. So let's go back to options. It's not multiline. What are you talking
about Acrobat? Let's go back to format
and choose date again. And now magically, it works. So maybe that was more of a just FYI message
rather than a warning. Anyway, this is
real life, right? Okay, so we can now
format the date, you know, how we
want it to set up. So let's choose I think this
is the most standard, right? This means two digit month, two digit day, and
four digit year. And then we can click Close. That's helpful if
you're needing to standardize the way that people are inputting
their information. There's so much cool stuff
you can do with forms. It does take some
work to figure out, you know, how to build it all, but once you get it set up, it's really slick
and can really save you and your clients a lot of hassle and make
their lives easier. And as designers, that's part of what we
are trying to do. Alright, so once
we're happy with this form and the changes we've made to the
date and stuff, we can come over here and click Preview to have a peek at it. And now you'll notice when
you click in the date field, they get this little drop down that's going
to pop a calendar up for them so that it's easy for them to select the date. They could also type in here, and it will hold
them to that format. So kind of nice. But who doesn't love a good
calendar widget? So cool. Alright, I'm
going to exit the preview. And when we're happy with this, we can get out of our special little preparer
form workspace by clicking the B button here
or just xing out of there. And then we could save this, so we could just
go to File save, and that we'll update it
with the changes we've made. And now you have two versions of this awesome form that
we made for our clients. One is the print version and
the other is a fillable PDF.
57. Class Project 4 - Create a Fillable Form: All right, it's
project time again. So, for your class
project number four, you're going to create
a fillable form for your client based on your brief. So it can just be very simple. It could be for a prize drawing. Maybe they are
offering some type of workshop that they want
to register people for, or maybe it's just to fill out a simple contact sheet so they could be added
to a mailing list. Use your imagination, have
some fun, keep it simple. The only things that
I think are really important that would
be required for this would be to create text
fields and some check boxes. And so remember how some of our check boxes here only
let you choose one item. And then other ones let
you choose multiples. So that's what you want to do here is create some check boxes where users can select
multiple items, and then some other check boxes where they're limited to one. This time, when you
export the PDF, because it's got checkboxes and all that good stuff in it, we want to export
it as interactive, and then you can upload
that to the course website. Easiest way to do it is
just grab a screenshot. And if you want to share on
social media, that's awesome. That's pretty straightforward.
Have fun with it. Use your imagination
and enjoy the process.
58. Magazine Project Preview: Hey, friends, we have
reached the fun stuff. We're going to be talking
about doing a magazine layout. So this is a peak of what
we're going to be building. We're going to be learning
how to work with QR codes, how to work with facing pages. So we have a left page
and a right page. We're going to learn about
auto generating contents. We're going to learn about
working with parent pages, text on a path, text wrap, multi column
text, drop caps. We're going to learn about
drawing simple stuff. We'll learn about
clipping paths, working with tables, how to
use the Gridify feature, running headers and footers, and how to use above
line anchored objects, specifically for things
like pull quotes. So that's a quick look at
what we'll be building, and I'll see you
in the next video.
59. Bridge is for Browsing: Before we jump in, I want to
take a minute to talk about Adobe bridge and specifically using it in conjunction
with InDesign. So this is totally optional, but I will tell
you that a lot of people don't take
advantage of bridge, and it's a huge help, especially when you're working with in design, specifically. So you don't have
to work this way, but this is what you're
going to see me doing, and I want to at least make sure you know that it is an option. So let me just show
you bridge real quick. This is what I'm talking about
when I talk about bridge. It is simply a file browser, so it is a much more
feature rich way to browse your files. Basically, it's a
really powerful tool that you can use instead of Finder on a Mac
or Windows Explorer on a Windows machine. It's free. You already have it and it's just pretty awesome. So I'm just going
to show you quickly if you choose to work this way, I think it can be life changing. So let me show you
how you get here. From InDesign, if you
go to the File menu, you can simply choose
Browse in bridge. That will launch bridge, and your setup will probably look a little
different than mine at first. You can also run bridge just as its own program
like anything else. So you can see down
here in my dock, I have bridge just
actually in front of my Adobe apps because that is how crucial it is
to the way that I work. So I pretty much have
bridge open all the time. I use it for everything, even when I'm not in Adobe apps. It's basically just how I
get around on my computer. So just to help orient you here, there are several different
default workspaces. So I like to have essentials. So let me reset
reset essentials. Okay, so this is maybe more along what yours looks like
if you've never used bridge. So I'm just going to
show you how I set this up to be the way that I like it. But obviously, you do
whatever works for you. So I don't care to have all
of these other panels open. So I'm going to close
my preview panel. I'm going to close publish. We want to close all
of those things. Then over here on the
left side of my screen, I'm going to close my
collections panel. I'll leave the filter
panel and Export. Actually, I can
close Export, too. I do like to have the
filter panel here. That just makes it easy. If I'm looking at, for example, I know in my Downloads folder, I've got a gazillion files. And so here, I can come down and just filter for a
certain document type, and it makes it really
easy to find it. Then I like to have my
favorite panel open. So if you don't see yours, you can find it from the
Window menu under Favorites. And then this is where I put all the folders that
I use all the time. So, for example, if I
go up a couple levels, here is my course design
files for this course. If I want to add
them to favorites, I can either right click
and choose add to favorites or I can just drag it over here so that I can jump
to it really easily. Then your folders panel here will get you your
whole hard drive. Anything that's not a favorite, you can also get
to from over here, but I pretty much use favorites for everything
that I want to look at. Then up here, I have my Pathbr, under Window, this
is called Path Bar. And this is like
the bread crumbs that lets you jump around. So this area here is called
our content browser, and it shows me the name of the folder that we're browsing. And then if I want to look
at our magazine folder, I can just double
click and I'm in it. And we can adjust the size
of the thumbnails down here. And, you know, there's a lot
of ways to fine tune this. But this is generally
how I like to work. And the reason that it's so
powerful is that it gives us previews of lots of
different file formats. Like even our PDFs show
up with previews here, and you can even thumb through the pages of your PDFs
and in design files. Here in Bridge. So
if you want to take a closer look at a certain file, you just click to
select it and tap the space bar and Spacebar
again to close it. But it makes it really
easy to just get a quick closer
look at something. And then if I want to
go up a level, go back. So if we're in the
magazine folder, if I want to go back here, I could click up here in my
little breadcrumb path bar or I could just tap Command
or Control up arrow. And I can use my arrow keys to move around to
different folders. And then if I want to
go down into a folder, I can hold Command or
Control down arrow. So I'm mostly navigating
with my keyboard. So that makes it really
handy for getting around to see a multi page preview
of an in design document. For example, here is our
finished magazine InDesign file, and here in bridge, I can use my arrow keys to flip through previews of the pages. And this is actually a setting in InDesign
in the preferences. So let's bop over
here real quick. I just want to show
you where this is. So if you bring up preferences by pressing Command
or Control K, and you come down here to file handling, here you can say, always save preview
images with documents, your in design files, and you can tell it how many
pages you want to include. Obviously, the more you
cram into your file, the larger the
file size will be. So maybe you only say first
five pages or whatever. You could say all, but remember, if you're working
on huge documents, that might be a lot. I think it defaults to
the first two pages. You can also choose the
size of the preview. So that is controlled here. So one of the ways that you're going to see me using Bridge is specifically for placing
images into InDesign. And there's a number
of ways to do that. For example, if I select these three images
here and I want to place them into InDesign, the file command for that
is to come up here to the file menu and choose
place in InDesign. And when we do that, it
automatically switches our focus back to InDesign,
and we can place these in. So that works well. Of course, that's a
lot of file menuing, which sort of
defeats the purpose. So you will notice that I have
a keyboard shortcut here. This is a Mac OS
keyboard shortcut, not a bridge shortcut. So what's frustrating is that recently, under
the edit menu, Adobe introduced the ability to create custom keyboard
shortcuts in bridge. Surprisingly, the
file place command is not included as something
you can make a shortcut for. So, for example, if we look
here under the file menu, the place command from the bottom of the
menu is not in here. And in fact, if we search place, that is not an option, which seems like a pretty
enormous oversight. So the way around this
on a Mac is to go into your settings
and specifically the keyboard settings to
keyboard shortcuts and then scroll down
to app shortcuts. And you can see I have this shortcut here
where I can tell the MacOS to do something in a specific app when I
use a keyboard shortcut. So if I made a new one here, you would choose
the application, and then you have to
tell it the exact menu. Command that you want it to execute and you can put
in a keyboard shortcut. So that was how I
worked around it. If you're on Windows, I don't know of a native
Windows solution for that. And I've Googled around and
tried to figure it out, and I don't know if I couldn't find anything because it doesn't exist or because I just don't
know enough about Windows. But there are some
other ways to do this. So another way is to
maybe select the images, and you can also drag and drop. So if you are working with
a multi monitor setup, you can just drag
that out of the way. And, of course, you
can drag over here. Now, it looks like
nothing happened because when you drag, you have to switch the
focus back yourself. So then I would click here. Now my focus is back and
I can place my files. So that's always another option. I myself, am not working
on a multi monitor setup, so all things considered, my favorite way to work besides my keyboard shortcut is to take advantage of a special workspace under Window workspace
light table. This is going to
get rid of all of our panels except
our content bin. And then, however you like to jockey things around
on your system, I'm just going to drag this over here so that I just
have a little strip, and I'm going to scrunch
in design down like so. And then I have bridge operating in light
table workspace. And then I can just select my
images and drag them over. I'll still have to click
to switch the focus, but then I'm free to
just do my thing. So this is especially
handy when you're working in a very image heavy layout, especially I find if there's a narrative attached to
what you're working on, this is incredibly helpful. And to have the two applications
side by side like this, you're not fighting for focus. It works even on a
single monitor setup, and I love it. And here's a fun little
trivia fact for you. There used to be actually
a panel in in design. Under the window menu, there was a panel called Mini Bridge, and it was exactly this, a little light table
view of bridge. But instead of running to the side in a separate
application window, it was within in design itself. Pretty amazing. But then Adobe
killed it. So that's that. So all of this is really just to say that Bridge is
quite the powerhouse, and we don't have time to go into all of the
amazing things it can do here because it could honestly be its own
separate course. So I encourage you
to take a minute, explore bridge, check it out, see what you think, and I'll be waiting for you in
the next video.
60. Document Setup & Columns: Alright, friends, here we are. We're going to start
our magazine document. Let's go to File New document. We're going to set our page
size to standard US letter, so that's 8.5 " by
11 " in height. We're going to start
with six pages. So we'll go ahead
and type that so you can see how that works. And we're finally going
to use facing pages. So up until now, we've
not been using that. And so to get from
one page to another, we've been just scrolling down, kind of like in a Google
document situation. But here, because
this is a magazine, and magazines like books have
left pages and right pages, and they're bound in the middle
with a spine or a gutter, or there's a number of
ways to do the binding, but in those cases, we want to enable facing pages. For our margins down here, let's set them to
1 " all around. So because this little link
is here and it's enabled, we can just type 1 " for
one of these settings, and they'll all be linked. In this example, we are going
to have a little bit of a larger margin at the bottom. So to change now
just the bottom one, we're going to turn
off the link here, and then we're going to set
the bottom margin to 1.25. Down below, if you don't have the bleed and slug
setting twirled open, make sure we twirl that open. We'll use our standard bleed. So in inches, it's an
eighth of an inch at 0.125. And if we hit tab,
it will populate all four sides to have the same bleed
because that link is on. And now I'm going to turn
on this preview button here because I just want to address something really quick. So here's a preview of what
our page is looking like. And you'll notice this top area here this window is so big. Alright. This top area here
has the column setting, and we're going to be
working with five columns, but there are a lot of
different ways to set this up. So some designers like
to use a combination of page columns and guides just depending on the design
system they're using. But we're going to
keep things simple, and we're going to be working
with a loose modular grid. So instead of setting
up page columns, we're going to actually skip
the column setting here, and we are going to set up our columns with guides instead. We're going to set the
columns here back to one. I think everything
else looks good, and we'll click Create. So here's our document, and you might be thinking, Hey, I thought we just
set up facing pages. We did, but it always starts with page one
being on the right. So if we look here
in our pages panel, we see page one,
that's like the cover. Then we start doing the whole double page thing, the spread. When you have two pages together like this,
it's called a spread. And then down here is
currently the last page. So it would end on the left, and it'd be like the back cover. And as we add more
pages to this, you'll get a feel
for how this works. Now, let's create
our guides that are going to be used to help us align everything
in our layout. So we're going to come
up to the layout menu, and we're going to
choose Create guides. And here we'll enter a number
of columns set to five. We can leave the
gutter at the default. You'll note that
there's an option here to remove any existing guides. So you can either add
these guides on top of existing guides or you can use these to replace
existing guides. To understand what
this is doing, let's enable the preview here. And right now, if we have this set to fit the
guides to the page, it's going to divide
the entire page into those five columns. But the only area where we're
going to be working with text and aligning our things is actually within the margins. So we'd want to change that
to be within the margins. And now you'll see
we've got five columns, and they are distributed
within the margins. So let's click Okay. And now let's just mosey down to the next page. So
you can get there. If you have a scroll
wheel on your mouse, you can do the scroll wheel, or you can also hold the
space bar and drag down here. And now we're looking
at our spread. So, page two and page three, how come we don't
see any guides here? Well, it turns out when you create them just
directly on the page, they only exist on that page. And that is useful sometimes, but for the most part,
that's not what we want. We want these guides to
show up on every page, and we certainly
don't want to have to create them each time. So for now, let's
press Command or Control Z to undo those guides, and we'll learn a
better way to set them up using parent pages.
61. Working with Parent Pages: Alright, so previously, we
learned how if we set up guides on the page directly
on any given page directly, then they exist on
that page only. And that's a real bummer. So what we're going
to do instead is set them up on parent pages. And parent pages, like
the name implies, they pass their traits
down to their children. So essentially, anything that
you want all the pages in your document to have should
be built on a parent page. So typically, this is good
for things like headers, footers, and page numbering, as we're going to see later, parent pages are super
powerful, but for right now, we're just going to use
them to create guides so that we'll have guides on
all of our document pages, and we only have to
set them up once. So you'll notice that
all of the pages in the pages panel have these
little As in the corner. So by default, all of the
pages in our documents are the descendants of
the a parent up here. So up above in our pages panel, we have this little separate
area where the parents live. So everything down
here is offspring. That's our actual document, and the parent
pages live up here. And so, by default, these all are the
offspring of the A parent. So what we want to do is
set up our guides here. So to do that, we need to
open the aparent page, and we do that by
double clicking on really any one of these. And you'll notice that now
we're looking at a two page spread so this is the left
and the right a parent page. You can have multiple parent
pages that by default, end up being called B parent, C parent, et cetera. So right now, we just have the A parent, which is perfect. You'll notice while we're
looking here at the A parent, we can't scroll down or up. Like, it seems like what happened to all
of our offspring? Well, they're sort of
in their own like, they're away at
college or something. And right now we're just
looking at the parent page. So it's kind of like
a separate world. It's like its own
different dimension. So while we're here,
we're going to set up our guides the same
way we did before. We're going to come to
layout, create guides. We're going to tell it
we want five columns. The default gutter is fine. If you want to see this
while it's happening, make sure you enable preview, and we want to fit the
guides within the margins, not across the whole page, and then we can click Okay. And that's it. Now these
guides are going to show up on every page
in our document. So to get back to our document, we need to come back down here and double click on page one. And now you'll see we're
looking at page one, and we can scroll down, and all of our pages
now have guides. So that's just a quick
look at parent pages. We will be coming back and spending some more
time on them later. But for now, we've got
our guides set up, and we're good to go.
62. Placing Images & Adding Pages: Alright, so here we are going to place our first six images. So it's going to be good review. Remember, you can always come
up and choose file place, and it will accomplish
the exact same thing. But I'm going to be using bridge because I'm a bridge junkie. So what we want to do is
select the first six images. So I've hopefully
made that easier by starting all of those
images with the number 01. So if you sort your
images by filename, whether you're in bridge
or you went through File Place and
you're working with Finder or Windows Explorer, you want to select the six
images that all start with 01. So if you use FlePlace, you can just go ahead
and place them. If you're working
here in Bridge, you can come up to
the file menu and choose place in in design. Then it automatically switches
me back to in design, and here we should all
be on the same page where we can now use the
arrow keys on our keyboard to cycle through all of our loaded images until we
get to this blue image here. This is going to
be on our cover, and we're just going to
fill the cover with it. So we'll come up here all
the way to the bleed. Remember to hold Shift
to actually unlock the frame proportions and come all the way down to the
bleed on the other side. And when we let go,
it places the file. Then let's drop down, and we're going to
place full page images here on page two
and three, as well. So we're going to cycle through. I'm looking for this picture
of the little plant. And we can click. And again, we're holding
Shift to go all the way from the bleed to the fold. So it should extend the
bleed all the way around. And then same with
this image here, we'll start at the fold, going all the way up to
the bleed and coming all the way down to the
bleed on this side. Scroll down again. Over here, we're going to put on the left, we're going to put this image. So again, click drag hold Shift to unlock the
proportion and arrow over. We're looking for
this image here. Again, fill the whole page. We'll worry about adjusting the composition within
the frame later. And down here, this is
going to be our back page. So here we have our
document with a bunch of full page images. Now, let's introduce some
blank pages into this. So if we want to add a couple of blank pages after page three, let's jump up to page
three by double clicking. And then we can tap the new page button at the bottom of the pages
panel once to add one page. You'll notice it just
shifted everything down and a second time
to add a second page. Let's add one more blank page
by clicking a third time. Then let's jump to page eight
by double clicking page eight and then adding
three more blank pages. Click one, two, three. And then, for example, if we
decide we want the spread eight and nine to come before the spread that's
currently six or seven. If we click here on the numbers for eight
and nine spread, we can just drag them up and put them to the left
of page six and seven, and then they'll replace it. So it can be kind
of tricky in here. To move individual pages, you click individual pages. To move whole spreads. It works best if you click
and drag from the numbers. So it's important to know that all of these new pages have also inherited the A
parent page settings. Here we're looking
at pages 10 and 11, and they were just born with those guides that we
set up on the A parent. So that is handy,
and it saves us from having to create
all that work. If we want to make
changes to those guides, all we have to do
is double click on either the thumbnail
here or if we double click on the actual
a parent text. Now we're looking
at the A parent, and we could change
these guides, and those changes
would trickle down and show up on all of
the offspring pages. All right. We've got 12 pages, and it's looking good. I'd say we're off
to a good start.
63. Cover Setup: Drop Shadows, Color & QR Codes: Next, we're ready to
set up our cover. So let's jump to the cover. We can double click
the thumbnail in the pages panel or we can use our keyboard to
jump there by pressing Command or Control J for jump, and then we can tap
one for page one. That's how we teleport quickly. A few things we want to do here. One is, I think
we should compose the image page within the frame
a little bit differently. So as you'll recall, we can double click on the image here using
our selection tool, and by double clicking, we're able to control the
content within the frame. So I'm going to zoom
out a little bit because it's just hard to see and hard to
grab the handles. I'm pressing Command or Control minus actually probably
a couple times. And then I want to
scale this graphic. I'm going to hold the shift
key and scale this up. There we go. I think
that looks good. If we are concerned
about the resolution, remember that we can always
go to our links panel. And if we have it showing
our resolution here, it's showing us
the effective PPI. Remember, that's what
you want to look at because all of these
graphics are going to natively just exist
in the world at 72 PPI. But this resolution, the
effective PPI is showing us what this resolution
is at this size. So this is a number you
want to pay attention to. And let's say we're
aiming for 220. So this is, I think,
close enough, but if we scale it
down a little bit, then we'll see the
resolution go up. So I think this looks
good right here. Next, let's place
our logo in here. So I prefer again to
go back to bridge, but you can also
choose File Place, and you want to navigate
to the HSB logo. I'm going to use my keyboard
shortcut here in bridge, but if you haven't
set that up yet, you can go to File
Place in Design. Alright, so that gives
us our loaded cursor, and I'm just going to click and drag to place that
in here like so. I'll press Command or Control plus to zoom back
in a little bit. And this is where it's really
nice to know that W key. So that we can just
look at things without all the guides all
over the screen because it can be a
lot sometimes, right? So this looks pretty
great so far. Let's see, we want to add
a drop shadow to our logo, so it just stands out
a little bit better against this very
colorful, busy background. We can do drop shadows in in design similarly to how
it works in Photoshop. So with this graphic selected, let's come up to the
effects menu here, and we can choose dropshadow. There's also a
panel for effects. If we go to Window, you
can pull it up right here. So this is another Smorgsbard
situation where we have a list of buffet
items on the left, and then whichever
one is selected, that is the settings that
we can control over here. Of course, to see
what we are doing, we want to enable the preview. So here we can change the
blend mode of our shadow, but multiply is the default. I think that's going
to work fine here. We can control the opacity. So if you feel like that is too much drop shadow,
you can dial it down. Here we can control
the distance. So you'll see as
we increase this, it looks like our text is
hovering high above the page, which is a little
odd, so we want to probably keep that lower. We can change the angle. So if we drag this around, it moves the shadow. I always think of this as where it's pointing here is where
the light is coming from. So if we have it at around 135, then the light is
in the top left, which pushes the shadow
to the bottom right. And you can fine
tune it even more. With these settings here, and you can increase the size, which basically impacts the
softness of your drop shadow. So it's like the size
of the lighting source, and a larger lighting
source is going to create a softer shadow. So there's no right
or wrong here. Just set it up so you
think it looks good. The idea is not to create a big, hairy, heinous drop shadow. It's to just create a little bit separation so the text stands out
against the backdrop. So we don't want it to scream, Look at my dropshadow. We just want to make
it easier to read. So when we're happy with
this, we can click Okay. Now, of course, if this
is something we want to be able to use later, maybe on another
instance of the logo, then rather than trying to
recreate all these settings, we would want to make an
object style for this. So we can go to our
Object Styles panel. And remember, we can slurp up the existing settings
by command or control clicking on that
little Plus button, and we could simply
call this Drop Shadow. And then over here, we don't want any of
these attributes. So we want to deselect them all, except for transparency
and drop shadow. So our little keyboard shortcut trick isn't
going to work here. So I'm just going to pick
one of these and hold all to our option to double click
to deselect all of them, except the one I clicked on. Then I can click that one again. To deselect all of these, and the only thing we want down here is transparency
and drop shadow. Go back to general, we want to make sure to apply this new style to the selected graphic,
and we'll click Okay. Finally, we're ready
to make our QR code. It's super easy to do. We're just going to come
up to the object menu. We're going to choose
generate QR code. And there's a number of
ways you can make QR codes, but we want a web hyperlink. So the idea is that if this is like a printed
little publication, it's kind of like it's just a
way for them to communicate their brand and give the
people who browse their store, like, something to read and learn a little bit
about basic plant care. And so we also want to
include a QR code so they can get to the website easily right on
their mobile device. So we're going to
choose web hyperlink, and then down here,
we'll type the URL, which is going to be HTTPS colon slaASHTsas botanicals.com. Here, we can customize the
colors of our QR code, but we're going to leave
this set to black, and we'll just click Okay. And you'll notice it put
the QR code in this frame that had the graphic
in it because it was active when we
made the QR code. So we can just undo that, and then we got to click
away to deselect that. So in design is really
picky like that, and you're going to do
that a lot by accident. So when that happens, here's how you fix it. You
undo the thing. You deselect everything
by clicking away or Command or Control Shift
A to deselect everything. Then we'll go back to
Object, generate QR code. Look at that. I
remembered the URL, so we don't even
have to retype it, which is very nice.
Thank you Idsign. We'll click Okay. And now
we get this little QR code, and we can I'm going to press W so I can see where
our margins are. And we'll just put it in
here in the single column. Now you'll notice
when you click and drag that these guides here should make it easy to
snap the QR code to them. That's kind of the
whole point of them. If that's not happening, you can come up to
the view menu and then choose grids and guides. And we want to make sure we have Snap to guides turned on. So you should see a
little check there. Now, you'll notice our QR code is not really easy
to see at all, because they always
come in like this. They come in with no fill. So this is vector, by the way. So you could scale this
to any size you want. So that's kind of nice,
but we do need to add the fill color behind this. So we can come up here
to our Control panel. Remember that this top setting
here is the fill setting, and this is the stroke setting. So for the fill, we can click the little flyout
and choose paper. And you just made a QR
code. How cool is that? While we're here, let's
set up our back cover, as well by copying and pasting
the graphic right here. So let's select our little logo. We'll press Command
or Control C, jump down to our back cover, and we'll paste it
by pressing Command or Control V. And we
can scale it down. If we just hold Shift, the frame will scale,
but the graphic won't. If we hold command
or control shift, we'll scale the graphic
with the frame. And if we hold Commander Control Shift
plus Alt or Option, now we can scale from
all sides at once, so it's a little faster. And I'm just going to put this actually right here in the
center, something like that. And you'll notice that it
scaled the drop shadow with it. That is a preference that
you can turn on or off. So if you ever
scale something and the drop shadow stays huge
and now looks totally wild, you want to go into your preferences by
pressing Command or Control K. And then it's right here
under the general settings, you just want to come down here. It says, When scaling, we want to also include scaling for stroke
weights and effects. So most of the time you
probably want these on. But there might be
cases when you don't, and then you can come in
here and turn it off. Of course, now that
we have scaled this graphic and that
scaled the drop shadow, we now have overrides to
our drop shadow style. In this case, let's just get rid of the overrides so
that the settings for this version of the logo will
match the one on the cover by Alt or option
clicking on the style. And let's jump back
up to page one. Command or Control J one, Enter. Look at you. So fancy. Hey, so before we go, we should
definitely save our work. So let's go up to File, Save As. Find your finished work folder where you've been saving
all your projects, and we can call
this one magazine. Make sure we choose design for
the format and click Save. Then meet me in the next video.
64. Sampling Color & Creating Swatches: Before we move on to design our first facing pages spread, let's talk really quick
about color swatches. If you recall, earlier
in this course, we added some provided
color swatches to our Swatches panel. So if we open our
Swatches panel, you can find it on your screen, possibly, or if not, you'll find it under the window menu under
color swatches. So these are the colors
we added earlier. We went to the panel menu
and we chose load swatches. But obviously, you also want to be able to make
your own swatches and to also sample swatches
from within the document. So if you want to create
your own custom swatch, you can come up here to the panel menu and
choose new color swatch. And here we can dial in
whatever values we want. So if you want to be
working with a CMYK color, you can choose CMYK, and then you can dial in
the specific values for CiamaGenta yellow and black being the K because
it's the key color. Can choose whether it is
process color or spot color. Then you would click Add to get it to show up
in the Swatches panel, and then you could click
Okay to dismiss the window. But I'm going to
hit Cancel for now. And instead, I want
to show you how to slurp up a color
from within the image. And we can do that or within
your document somewhere. So to do that, we're going
to use our eyedropper tool. The keyboard shortcut
is the letter I. And you'll notice
it looks like this. It's like a little medicine
dropper or eyedropper. And you'll notice right now
it's leaning to the right, and the contents of the
dropper are all white, which means it's empty. So if we want to sample a color, let's say, this bright
blue down here, we can position
our cursor so that the tip of the eyedropper
is where we want to select, and then we can just click. When you do that, you're
going to notice that the dropper shifts
to the left now, and now it has a
little black tip, which is indicating that
it contains a sample. We can see here in the toolbar that because my fill color was
active when I clicked, the color that I clicked on got slurped into my fill color. If the stroke had been active, then we would have slurped
it up into our stroke color. Then to add this to
the Swatches panel, we can just click
the little plus down here and it gives us our swatch. And if we want to
tweak it or rename it, we can just double click. And we could come
down here and maybe we uncheck this name
with color value. So instead of naming it R 18
G 197 and B for blue 194, instead, we can just
call this bright blue, and we'll go ahead
and leave it RGB. Now here, and yours may or
may not be showing you this just depending where the tip of your cursor was when
you sampled it. But this is letting us
know that this RGB value, this current RGB color is out
of gamut for CMYK output. We didn't explicitly tell
Indesign that we wanted this document to be
set for CMYK output. But because we set up this
document using inches, Indesign assumes it's
intended for print. So when you create
documents with pixels, it's going to assume it's
intended for screen. And that just basically
means it will default to either CMYK colors for print
or RGB for your screen. But you can always change
it after the fact by choosing file documents setup. And here where it says intent, you could choose from
print, web or mobile. So as we talked about earlier, there is a way to handle
all of the colors and color conversion at the end of the process when you export. But if you want to make
this an gamut color, all you have to do is click
on the little box here. So they're very close. So this is the color we sampled, and this would be the
gamut color that would actually be reproducible
with ink on paper. So if we just click on it, design will make the switch. And now we have an
RGB color that is in gamut for easy
conversion to CMYK. And now we see that in
our Swatches panel. So let's say we want to sample another color.
Well, look at that. Our cursor is still loaded, and as long as it's loaded, it is in apply mode. So it wants to apply things. So if we clicked
on an empty frame or a text frame, for example, if we just clicked on a
text frame right now, it would fill the text frame with the fill color
that we sampled. So what we need to
do is clear the eyedropper so we can
make another sample. We can do that by pressing
I on the keyboard again. Or we could come way over here and click on
the tool again. Or if we hold down
Alt or option, you'll see that it
empties itself and reverts back to that
right leaning position. And now we could click
to sample another color. And again, if we
want to add that, we can click the little Swatch, and maybe we want
to double click, and you can see that
was out of gamut, too. I'm purposefully choosing, like the most neon bright colors that don't reproduce well in print so that I
could show you this. So we could click on this if we plan to print
this, and we do. So that's fine. We'll go ahead and click. Okay. All right,
let's save our work. I'm just going to
press Command or Control S to update my
saved working file, and I'll see you
in the next video.
65. Importing Text from Word Documents: Alright, for the next chunk, the next portion of
working on this magazine, we are going to be importing texts to our various stories
in this little magazine. Then we'll go back and
work on the layout and fine tuning things story by
story or spread by spread. But right now, we just
want to bring in the text. So as a designer, that might come to you
in a lot of ways. Earlier, we learned
how to bring in text that was just
literally in a text file. Here we're going to be bringing
things in from Microsoft. Word. Let's come up to the
file menu and choose place. And in the course files, let's navigate to story one, and we want to make sure
we put a check here to show import options.
We'll click Open. There's all kinds
of things in here. We're going to keep it simple. I want to bring your attention
down here to formatting. So we have a couple of options. We can do things like remove styles and formatting
from text and tables. So sometimes that
can be really handy, especially if someone's
giving you a document, that's just a total mess. So you kind of want
to know ahead of time what you're bringing in. So it helps to maybe open the Word Doc and just
look at it first. Another option is to preserve the styles and formatting
from the text and the tables. We're going to leave
this option here. Down below, we can choose to have the existing
styles in the document. Be imported automatically. So here we're talking about any paragraph and
character styles that might already be baked
into the word document. And if there's a discrepancy
between existing styles, in design style will win. All right, we'll click Okay. And we're hit with
missing fonts because the document that we're placing this in has some
font that we don't have. So it's going to replace
with the default font. Of course, we want to choose
replace font and we want to make sure we're very specific about what it gets
replaced with. We'll start by selecting
this first one here and we're going to change
that not to Minion Pro, but to Montserrat regular and we'll click Change A.
That took care of that one. Then we'll select
this one, again, replace it with
Montserrat regular and if there was
a style involved, we probably should have had
that click to redefine it. We'll see what happens. We don't have a
style at this point, and I don't remember
if the word Doc does. Let's just say
change all and done. Now this text is going
to go on page five, so we can double click
to jump to page five, and we'll just click and drag a text frame,
something like this. We'll set our text
frame so that it is spanning four out of those
five columns and then let go. Let's see what happened
with the styles. And you'll notice it
brought in two styles, normal and heading one. And if we right click on
normal and choose Edit normal, and we go to basic
character formats. That one got updated to
Montserrat regular 12. If we right click on heading
one and Choose Edit, we can see that these
character formats are still set to
this missing font. And again, we know it's missing because it's got these brackets. So I'm going to click Cancel. We can see if we click in the body text that there's
not an override there. But if we click in
the header here, we can see that there is
an override because even though we updated the fonts
when we brought in the text, we forgot to click the checkbox for one of them to
also update the style. So even though both
fonts are updated, we only updated one
of the two styles. So we need to update the
style to reflect this, so we'll right click and
choose Redefined style. So you'll notice that
this text came in here with two paragraph styles. And if we go to our
color swatches, we can see it brought in a color from the Word document.
So that's good to know. Let's go back to our
paragraph style, and let's put our cursor
in the normal body. So the style that came in
from word was called normal, but let's make some
changes to that. So we're going to
right click and choose Edit normal. Let's call it body. That's pretty standard.
Let's go over here to our basic character formats
and change the size to ten. And the letting to 14. Then let's go to our
spacing settings here in the smorgisbard. It's over here. It is
really hard to find things over here because it's
not in alphabetical order. So don't feel bad
when you have to hunt because I
still have to hunt, and I've been doing
this a long time. Alright, so indense and spacing, let's set the space between between paragraphs
using the same style. So that means when we
have multiple paragraphs of body text, we want the space
between to be 0.125, and the space after will
set to zero for now. So that means when
the paragraphs of body copy are followed by any other style other than body, the spacing would be zero. But when the body copy is
just following itself, the spacing between
consecutive paragraphs of body style would
just be 0.125. Down here, under export tagging, this is a little thing
we can do that takes 2 seconds that will help make this document more
accessible to anyone who is using assistive
technology like a screen reader. So this is a really good
habit to get into whether we intend this document to end
up in print or on a screen, it's just one of those
habits you want to build. We can help their
screen readers to navigate the document
by making sure that anything with the body copy Paragraph style gets a P tag to designate it as
paragraph text. All right, then we
can click Okay. We redefined our
body copy style. Let's come up here
to our Heading one. We could style this and
then just update this here. But it's also nice
to be able to come over here and just do
it directly sometimes. So it's good to know
how to do it both ways. This time, again, just
like we did with the body, we're going to right
click so that we don't accidentally change how
some style is applied, and we'll choose
Edit Heading one, and let's rename it H one. We want to have it
be based on nothing, and we want to set the
next style to body. So that means if
you're typing here and we type out an H one paragraph, if we simply hit return, it will automatically
switch so that the text that follows it is
the body style. Now, we have some really
specific fonts we're going to be using for the magazine,
for our brand. So let's come over here to
basic character formats. And instead of Montserrat, we're going to change this to allotropic and then press tab, and then we'll
specifically choose bold. We'll set the size to 54 points. And I'm just tapping tab
between all these things. We'll put the leading to auto let's set the case to all caps, and then we want to go
to the color settings, which strangely are way down
here under character color, and we're going to use
our bright green here, which of course makes
this hard to read. This is not a good
contrast ratio between this green
text and white paper. So let's add some
paragraph shading. We're going to come up here in our Smorgsbard and choose
paragraph shading. Now, this is
different than adding a fill to the text frame. We've learned how
to do that before, and that is great in many cases. But here, we're talking about a story that's going
to have headline, body copy, pull quotes, all kinds of things in
a single text frame. So we don't want to apply a fill color to the
whole text frame. So we're going to
handle it instead, in this case, with
paragraph shading. So we'll click to Enable
shading. That looks awful. We want to set the color to
black and the tint to 100%. This basically adds
a black background behind the H one paragraph text. Down here under offsets, we'll keep all these linked
and we'll just click to bump out a value of 0.18 75. We'll set the top edge to ascent and the bottom
edge to descent. And here for the width, let's see if we can see here. Here, we're not going to see
really a difference because the text is currently
spanning this whole frame. But we can choose to have
that shading just go across the entire text frame or
column, which in this case, the text frame only has
one column right now, so it would go across
the whole text frame, but we can also have it
just go to the text. Alright, that's looking good. Now let's dial in
our spacing setting. So we'll come up in our smorgasbard to
indense and spacing. Here we're going
to set the space after our header to be 0.5. It's a big one, but that's what we're doing. Space after 0.5 ". Then if somehow we have
multiple H ones in a row, then we would set this to 0.375. These can be the
same. But remember, if we set this to ignore, then it will default to
this setting as well. Now we want to come back
down to export tagging. And again, when we
export this to PDF, we want to make sure we are remembering anyone who might
be using a screen reader, and we want to make sure
that this H one comes across as a heading in our PDFs. And then we can click Okay. So this is one way to bring
in text from a Word document. Here, we allowed
the existing styles in the Word document to be
carried over into design, and then we saw how we
could update the styles. But of course, that's not
the only way to approach it. So we've got more to
cover in the next video.
66. Mapping Word Styles to InDesign: If you haven't saved your work, make sure you save
it at this point. And then we're going to scroll
down here to page seven, and we're going to add
another story from word. So we can press Command or
Control D to drop in a file. And this time, we're
going to go to Story two. Again, we want to
show import options so that we can Finesse, the way the styles are
handled, we'll click Open. This can all pretty
much be the same. We want to preserve any
styling that exists. But instead of importing
styles automatically, we want to customize
that import, and we can take advantage of something called style mapping. Of course, to know
what's going on in your Word Doc, before
you bring it in here, you really should open it in Microsoft Word to see
what you're dealing with. And that will give
you an idea of how to map it in design. This is such a timesaver. So let's click Style Mapping. This time, instead of creating
a style called normal, we want to take the
existing normal style from the Microsoft
Word document. We want that to be mapped
to our existing style body. The existing style
called heading one, we want to become H one. And it turns out if we had opened the Word Doc and looked, we would see that it
has a heading two, and we don't have
a heading two yet, but rather than just letting
it bring that in with whatever and create
a heading two style that we have to change them, let's just create our
own new H two style right here right now. But we want to make
sure we're not clicking this option
up here at the top, new paragraph style
with brackets. That will slurp in
the existing heading two and just bring it
into our document. We want the new paragraph
style option down here so we can just create
our own right here right now. And we're going
to call it H two. We're going to base it on body, the next style after
it should be body. We want to make sure we're
applying it to the selection. Over here in the Smorgsbard, we're going to go to
basic character formats, and you can see it's
trying to bring it in as that same missing font that
we had to replace previously. So we're going to change
that to Montserrat. And this time, instead of
regular, let's choose Black. The size is going to be 12. We'll leave the
letting at 14 for now. Let's change the
case to all caps. Let's check the color, so that is down here in
our Smorgsbard. Aha. And it's trying to bring it
in with that word swatch, and we want it to be black. Make sure you're choosing
black and not registration. Black. There is a
big difference. And finally, down here, again, under export tagging, if and
when it gets output to PDF, we want to make sure that this H two text gets properly
labeled as being H two for anyone who might
be accessing it with a screen reader or other
assistive technology device. So H two and we'll click Okay, and now we'll click Okay again. And now we'll click
Okay a third time. And here's our text, and we'll just click and
drag to place it in here. Isn't that amazing? It already comes in looking fantastic. All right, so let's do
this one more time. Down here on page eight, we're going to click away to make sure nothing
is selected, so we don't replace story
two with story three. And again, we'll press Command or Control D. And this time, we're going to
select story three. Again, Show Import
options, click Open. Again, we'll come down to
customized style Import. Style mapping. And again, normal should become body. Heading one should become H one, and heading two
should become H two. Then we'll click Okay and Okay. And now we can just click
and drag to put in our text. And look at that.
A neatly styled. So hopefully, you can
see how much it can really pay off to map
styles from Word. But of course, that only works if the people who are
sending you this content, if they're sending it in Word or another application where
they can make use of styles. So sometimes, as a designer, part of our job is teaching people how to help
us, help them. And sometimes that
means explaining to them the value of setting
up the Word docs with styles so that we
can much more easily map them into our
layouts in in design. And if you really want
to go next level, you could always create a word
template for them to use. But that's another
story for another time.
67. Auto Text Threading & Find/Change: Going to bring in one more
story here, and this time, we're going to learn how to auto thread multiple text frames and how to use find change to fix common problems and issues that you end
up having to deal with. All right, so let's move
down to this spread here. Spread ten and 11. Let's make sure
nothing is selected. So click away on nothing or
use Command or Control Shift. A, and then let's bring up our last story with the
shortcut for file place, Commander Control D. This time, we'll choose story four. As always, we want to show
Import options and click Open. Down here, again, we're going to customize our style Import. We'll choose style mapping. And again, we want
normal to be body. Heading one is
going to be H one. Heading two is
going to be H two, and we'll click Okay and Okay. And now before we
draw the text frame, let's move our
cursor over here to the top left margin
on the left page. And instead of
clicking and dragging, we're just going to
hold the shift key and I'll notice, see
when we do that. Look what happens to
our little cursor. It turns into this little
wormy curvy arrow. Check out what that is
going to do for us. So we're just going to hold
Shift and click. Whoa. Did you see that?
What just happened? Okay, text frames automatically recognize and make
use of margins. So when we held the shift
key and we clicked here, we told In Design to make a text frame within the
margins on this page. And then it also automatically made
a second text frame for any overset type. And if we go into view and we look at extras and
we show text threads, we can see, again, you can't be in W mode. If you're in W mode,
you won't see it. But we can see the thread. So not only did it automatically generate enough
frames for the story, but it also threaded
them. And, guess what? If this story had
been 20 pages long, it would have also generated the extra pages to put
the text frames on. That just is like magic
to me every time. I never get over that. So we'll be fine tuning
all this type later. But for right now,
I want to show you a really common problem that you're going
to see quite a bit. To see what I'm talking about,
let's go to the type menu. And turn on show
hidden characters. And here you can see, if I zoom in a little bit here, you can see that this
text is coming in with a double return. So we have a paragraph return here to create a
second paragraph. But then the person hit
another return to basically, double space this paragraph. So this happens a
lot when people are just using word or something and they don't know how to make use of the things
we've learned about like space after or space
between paragraphs. And so they end up just
using a double return. And for, you know, a lot
of things, who cares? But when we're
working in design, we need things to be handled
in ways that we can control. And having these double spaces here makes it
really difficult to control the space
between paragraphs because we have all
these empty paragraphs. And anyway, we don't want that, okay? So we need to get it out. And in this case, of course, it wouldn't be that
bad if we just had to put our type tool in here, put our cursor in here,
and then just hit Delete. But you can imagine if
you're working with manuscripts and you've got like I don't know.
80 pages of this. You don't want to be doing that. So we're going to use the find change command
to fix it automatically. So to do that, we're gonna
come up to the edit menu, and we're going to
choose find change. You'll notice the keyboard
shortcut is Command F or Control F on a Windows computer. So that's handy to know. This is also the same way
that we got to grep earlier. Remember when we did that
really funky, cool thing, and we had it go
through and find all of our bullet characters and replace them with objects
from our clipping board. That was amazing. That's
a grep thing, okay? So grep is like super
powerful, fine change. But we don't always need grep. We can do a lot of cool stuff
just within the text tab. Actually, all we really need for this is to come up to
where it says query. From this drop down here, you'll notice there's a preset
to find multiple returns. And change them to
single returns. All we have to do is select
that, and you can see, here's what I'm talking about when I'm talking
about the GEP code. And look, now it even
switched us over to GRP. This is the GRP code that
tells in Design to find double paragraph returns and change it to single
paragraph returns. Don't worry. This is
garble gook to me too. Someday, someday I
will become a GRP wiz, but I'm not there yet. Anyway, now all we have to do is click Change A. Look at that. It went through and
made ten replacements. So we'll click Okay,
and look at that. It totally solved the problem. Then we can click Done. But there's another
thing that is also very common that we
also want to fix. If we look in here and we look between a period and the
beginning of another sentence, we see two spaces here. And I used to be
guilty of this, too, because old enough to
remember having had a keyboarding class
in school where we actually learned typing
on a typewriter. And way back in those days, we were taught to add a double space at
the end of a period. So we really can't
fault people for this. But also, now that we have such a digital world
and we are not literally typing on typewriters, fonts are smart enough and everything is designed
to just have one space here. So that is a habit
that if you are not already in, you
got to work on that. Only using one space. I've managed to retrain myself, so old dogs can
learn new tricks, but it does maybe
take some effort. So work on that. In the meantime, this
is a common problem, and we're going to
fix it the same way. So this time let's bring
back fine change with the keyboard shortcut command or Control F. And this time, from the query, there's another preset because
this is, again, such a common issue that we can come down here and
choose multiple space. So it's going to find every
instance of multiple spaces, and it's going to change
them to a single space. So here is the grep
code for that, for those of you who are like, bring on the code. That's
what that looks like. And again, all we have to
actually do is click Change A. And look at that. It fixed
27 instances of that. We can click Okay, and
we can click Done, and we'll press Command or
Control Zero to Zoom out. And now we have some cleaned up text that will be ready
for working into a layout. Let's make sure
we save our work, command or control S for save. Now that we have all
of our text in here, we're ready to start actually building our beautiful
magazine layouts.
68. Working with Text Frames & Columns: Let's jump up here
to pages 4 and 5. And the first thing
we're going to do is make some changes
to this text frame. So let's grab our selection tool so we can click to
select the frame. And we're going
to take this from a single column frame and turn it into a
two column frame. And we do that with
our frame options. And I always remember the
keyboard shortcut by thinking about how I'm about to
make this frame better. So we press Command
or Control B. And the first thing that
it pops up with and the cursor is already there by default is the
number of columns. So we can literally press
Command or Control B, punch the number two, and hit Enter, and we're done. Although now we've jacked
up our H one, haven't we? Okay, that's okay. We'll
fix it in a minute. But you see how it split the
text frame in to two column. And because the frame
itself is currently spanning four of the
columns on our page, it conveniently split so
that each column within the frame spans two
columns on the page. Okay, but we don't want our
header to be in two columns. So let's grab our type tool and highlight the
text for H one. And we're going to tell it that H one text should span columns. So over here in our
paragraph styles, we need to make
some changes here. So we're going to right
click and choose Edit H one, and there is a Smorgsbard
item called span columns. By default, that's always
just set to single column. In this case, we are going
to choose span columns. And you can see if we drag this over and we
have our preview on, we've basically given any
H one text permission to just take up the
whole text frame. Don't worry about
how many columns the rest of the text has
to divide itself into. We're saying H one type, you get to just
span the columns. So in this case, this is a
two column text frame now, so it is spanning across
both of the columns. And then we'll click Okay. And I can see that we have
some overset type here. So I'm going to grab
the selection tool and we can drag
this up actually, let's drag this up all
the way like this. So it spans our margins
from the top to the bottom, and it spans four of our
page columns across. Hopefully, with this example, you're getting a
better understanding of the span column setting. Even though last
time we used it, we used it to split columns in a single
column text frame. Here we've used it to span columns in a text frame
with two columns. I know. It's confusing. Take a breath if you need to, and I'll see you
in the next video.
69. Creating Drop Caps with Nested Style: We're going to learn how to
set up and style a drop cap. A drop cap is a
really cool feature that you often see in
magazines at the beginning of a story where the
first letter of the first paragraph in
the story drops one, two, maybe three lines down and appears larger than
all the other text. So to set this up, let's grab our type tool and click
to insert our cursor in the first line of type here in our story
in the body copy. To turn this into a drop cap, we want to come up here in our control panel and I can
see my settings right here. What we're looking for are these A icons with all
the little type. If you don't see it in the
character attributes here, you can also access it from
the paragraph formatting. Here it shows up
more in the middle. You'll notice if
we hover it says drop cap number of lines. It's asking us how
many lines do we want the first letter in this paragraph in this
story to drop down? Typically, a setting of
three is pretty standard. So, maybe this is
all we want to do. And, of course, if we look
at our paragraph styles because we've suddenly got a paragraph where
we have a drop cap. I designs like, Whoa, that's not your standard
body style situation. So we could make a new style, a new paragraph style
for the drop cap. So we can hold down
all tour option and slurp up these settings. And let's call this drop cap. We'll base it on body because it is going to be part of body. It just has this little extra
feature with the drop cap. The next style would
then just be body. And we could leave it here. But typically, when
you set up drop caps, you might want to specify a particular font
for the drop cap. That's pretty
common. And the way we do that is down here in this smorgasbard option called Drop Caps and Nested Styles. So here you can see
the same settings that we adjusted up here. So those got slurped in. So it knows that we want
our drop cap to drop three lines down
and that we want that drop cap to only
be one character. If we want to specify a
particular font for the drop cap, we can do that with
a character style. So if we click on
that, we don't have any character styles
in our document yet, but we can click to create
one and we can call it Drop Cap and under basic
character formats, let's choose our allotropic
font set to bold, and we'll click Okay. So now you see we get a
fancy allotropic font B. And we could leave this here. But one of the things that type designers and layout people
like to do is to help smooth the transition between this big capital
letter and the text that follows it by setting the first three words
here in all caps. So to do that, we make use of something called
nested style. And what that basically
means is that we are able to tuck in a character style with this
drop cap paragraph style. It will make sense
here in a minute. So let's come down here
and we're going to choose to make a new nested style. Again, we don't have one yet, so we'll make a new one, and we'll just call it caps. And under basic
character formats, all we're going to do is
set the case to all caps. If we click Preview, nothing happens yet,
but we can click Okay, and now it gets applied. And you'll see a nested
style means that, like, as part of this whole
drop cap situation, we want to use this
character style to actually style
the drop cap itself. And then we're saying
we want to apply yet another style that we're kind of just
bundling in here. And we want that style to apply through and now we can change these through
instead of one word, we're going to change this to three and then I'll click
out of there to set it. And now we have our
drop cap controlled by our new paragraph
style called Drop Cap. The drop cap itself is being styled with a character
style called Drop Cap, which is telling it to use
the allotropic bold font. Then we even bundled
in or nested in another style to say, Hey, the first three words of this paragraph should
be in all caps. And we did that by creating another character
style called caps. So what this essentially means is that instead
of just creating a paragraph with a drop cap that is the default body font, here, we've
specifically chosen to style the drop cap with a character style
we call drop cap. But then, instead of manually selecting the
first three words of every drop cap paragraph and applying a caps
character style, we can basically program it in to this paragraph style so that it just
happens automatically. That's what nested styles are. We're nesting this
character style into the paragraph style, and we can tell it we want it to apply to the first three words. And you'll notice, look at all the different
things we can do here. This is really handy. And you can apply nested
styles to any paragraph style. You don't have to also
include a drop cap. It just happens to
be grouped here on the Smorgsbard with drop caps, but you can use them
independent of each other. I use this a lot when I'm creating step by step
instructions for things, and I want the first sentence
of each step to be bold. I can come in here and tell
it to use the bold style through the one,
the first sentence. And then it just
happens automatically. It's incredible. So we're going to
set it up like that, and now we can click Okay. So let's test this
out down here. If we put our cursor here in this body copy and we
click Drop Cap, boom. We get the F in allotropic, and the first three
words are capitalized. I'm going to set
this back to body. Generally, drop caps are only applied at the
beginning of stories. But looking at
this, I'm thinking, this really needs to be small
caps, not regular caps. So let's go to our
character styles. Right click on the Caps
character style and choose Edit caps under basic
character formats. Instead of all caps, let's choose small caps. Oh, yeah, that looks that
looks so much better. So small caps mean that it's
going to be capital letters, but they're the size
of lower case letters. And it much more
seamlessly blends in to the body copy. So
now let's click Okay. One more pesky little detail that it's our job to notice and fix has to do with the
spacing between paragraphs. So if you recall, if we
put our cursor here in just a random paragraph with
the body style applied, can see up in our control
panel that we have the spacing between paragraphs of body style set to 0.125 ". And that works
great when we have body style after body
style after body style. But when we have this
drop cap paragraph, this will always be
followed by body, but it itself is not body. It's drop cap. So because we based
this on the body style, the settings are the same. But drop cap will always
just be one paragraph, and then the next paragraph
will always be body. So the space between setting doesn't apply to the
drop cap paragraph. So instead, we need to change
the space after setting. So let's put our cursor in
the drop cap paragraph. And here you'll notice
if we change this, we could set this to ten feet. It doesn't matter because the paragraph that follows is a different paragraph style. So we can leave that set, but it honestly doesn't matter. What we need to change
is this setting here because this controls the space after the paragraph regardless of what
style follows it. So in this case, we want to set this to be that same 0.125. And now the drop cap paragraph
will always be followed by a space of 0.125 ahead of
the next paragraph style, which will always be y. So we want to make sure we incorporate this
override into the style. I'll put my cursor back here in the drop cap paragraph and right click and choose redefine style. Are you having
fun? I hope you're having as much fun
as I am with this. I remember when I first
learned all this stuff, it felt like I was being handed
the keys to the universe. Granted, a sometimes very overwhelming and
complicated universe. Sort of. Kind of. You know what I mean. It's exciting stuff, and
there's more to come. But it is a lot. So it's gonna take time to
make sense of it all. So cut yourself some
slack and don't feel bad if it feels like
a lot right now. We've all been there,
myself included. You'll get there eventually. I'll see you in the next video.
70. Using Text Wrap: That we know how to
create stylish drop caps, we're going to learn
about hextrap. So we're going to be
placing an image here, so you can choose File Place, press Command or Control D, or if you have become a fan of bridge,
you can use bridge. We're going to be placing
this leaf image here. And we're going to
be putting it in this top right corner. We want it to be large,
something like this. Remember that if you need to scale the frame and
the image inside, you can turn on autofit up
here or simply hold command or control and the shift key
while dragging the frame. So what we're going for is to have something about like this where the leaf is
overlapping the text, not a whole ton,
but a little bit. Then we're going to make
a copy of this leaf. So with this selected, make sure you have the selection tool and
hold down Alt or option. You'll notice that
turns your cursor into this double headed arrow, and then you can just
click and drag out a copy. So we're going to
be putting the copy down here in this left corner. So again, we can hover around
the outside edge here. And when we see that
double headed arrow, you can click and
drag to rotate it. And again, to scale the
image with the frame, command or control shift, drag from a corner, or you can enable autofit. Down here, we want maybe
something like this. Now, of course, this is
covering up our text. And if we simply right
click and choose arrange, send to B, the text is now on top of it and
it's very hard to read. So what we want to do is enable a feature
called text wrap, and that will force the text to move out of the way
of the graphic. So we have a panel for that. If we go to the Window menu, it's down here, text wrap, and I'm going to drag it into
my bin over here somewhere. So this is what the
little icon looks like. So the lines represent the text, and then you can
see they're moving around the little
circular graphic. So if we open up this panel, we have a number of little
buttons at the top. So this one means
that there's not currently any text
wrap happening. If we click this button here, the text will wrap around the
bounding box of the image. So you can see here it's
wrapping around this. But what we actually
want is for the text to wrap around the leaf itself. So then we want this
third option here. And if we zoom in on this, you can see what's happening, yours might look different, and we'll get to
that in a minute. But you can see that there's all these little anchor
points around the leaf now. So this is representing the path that the
text is now avoiding. And we can specify what
we want to use for the path right over here
where it says contour option. So right now, mine is
set to select subject. So there is some AI in
here that in design can use to select the
subject of your image. So maybe if you have a
person on a background, like a solid background color, and you want the text to be
on top of the background, but wrap around the person, then you could choose
Select Subject. Other options include
detecting edges. Well, there's a lot of options, but in this case, you could also
choose detect edges, and it's going to be similar, but I guess slightly different. Or because this is a PSD and it's on a
transparent background, we can also choose
Alpha channel. In either case, we don't want the text right up against
the edge like this. We want a little bit of buffer, give our eyeballs some space. So here we can
control the offset. So I'm going to increase this to just bump that up to
whatever feels right, I'm going to go with 0.125 for the moment and zoom out a
little bit so we can see. Of course, I'm not loving the way that
paragraph is looking, so I'm going to switch
to my selection tool and just drag the leaf around until I get a compromise between the placement and
the text wrap that I like. That looks pretty good. Now
we can come up here and recreate all those settings for this instance of the leaf, or as you would guess by now, we can just make
an object style. So with this one selected, let's click our
object style panel. And we're going to option or Alt click on the new style button, and we'll just call this text. Rap. And over here, remember, object styles love
to slurp up everything. So we're going to scroll down
until we find text wrap, and we'll alt or option click twice to uncheck
everything except this. Then we want to make
sure that we apply this style to our selected
object, and we'll click Okay. So now we can select this
leaf and click Text Wrap, and it will apply the
same text wrap setting. But now we have a new issue. Working in in design is really
just about solving issues. Now we have this text wrap interfering with
our header up here. So you might think,
well, let's go into this heading style and tell
it to ignore text wrap. And that would be a
very logical idea, except that's not an option
for paragraph style. Text wrapping is an attribute
connected to text frames. So what we need to do is split this text into
a separate frame. Right now, our header is in the same frame with
our story down here. So we need to split that. So as we've done before, let's switch to our
selection tool, and we can take the bottom of this text frame and
simply shrink it up so that it ends with the
header paragraph right here. We now have overset type. If we click to port that out, we can draw a new text frame. The new text frame defaults
to a single column. So we can set it back to two by bringing up our
text frame options, which makes things better. So we're going to press
Command or Control B, and we'll set the column here
back to two and click Okay. Next, we need to tell this
frame to ignore the text wrap, and we do that in the same
text frame options box that makes things better by again pressing
Command or Control B. And you'll notice down here is the option to ignore text wrap, so we can click Okay. Then it's just a matter of making the boxes the right size and positioning them where we want so that the
whole story fits. The final part of
this would be to move this leaf to the background. We're going to right
click on it and choose a range, send to back. The keyboard shortcut is shift, command or control,
and the left bracket. And then we can play around
with this placement. Of course, it helps
to press W to hide all the non printing stuff so we can really see how
this is looking. And I'm looking at this
and realizing that this text column needs to
be here, not all the way. So this column, we
only want it to span four of our page columns, and that is why there
was so much extra space. Alright, so now we can see that we don't have overset type, and I'll press W and make a
few more little adjustments. There we go. I was
just trying to get this dash to not be at
the beginning of a line. The other thing we
can do that can be helpful later is to turn the Ignore text wrap setting
into an object style. So let's select this frame and go to our Object
Styles panel. We're going to
hold Alt or Option and slurp up those settings, and we'll call this
Ignore text wrap. So you would think we would
go in here to Text rap and other to tell it to
ignore texrap settings. But if you remember,
when we initially applied the Ignore
instructions to this frame, we did it from the general
text frame options, right? In other words, we found the
Ignore text wrap option by present Command or Control B to make the text frame better. We didn't find it in
the text wrap panel where all these
other settings are. So what we actually want is up here with the text
frame general options. So we're going to uncheck everything except
this by holding Alt or option and clicking
once and then twice. So everything else is unchecked except text
frame general options. And then down here, this is where the Ignore
text wrap option is. If we go back to general, we want to make
sure that the style gets applied, and then
we can click Okay. So in this video, we learned
how to apply a text wrap to an image and that there's different options for
how we contour that. Then we realized that if we wanted the header to
ignore text wrap, we needed to split this text from a single frame into
two separate frames. That way, we could apply the
Ignore text wrap attribute to this frame but
not this frame. Then we just needed to take
this leaf and send it to the back so that the header
appears on top of it. For now, the right side of
this spread is complete, but of course,
there's more to come. I'll be waiting for
you in the next video.
71. Working with Blend Modes: Now we're ready to
work on the left side of our spread so we can drag ourselves over here and
I'm going to zoom out a little bit by pressing
Command or Control minus. And before we place the image we're going to use
on this spread, we're going to create a
couple of just fill frames. So we'll do that with
the rectangle tool. The keyboard shortcut is M like Marquie and we're going
to draw two of them. One for each half of this page. So let's make the first one. We'll drag all the way
from this top left bleed down to the bottom bleed, and then we want to drag over
till we're in the middle. And it's alright. If
it's not perfect in the middle, we'll fix
that in a minute. So when you let go, it'll fill it with whatever your
active color is. And we just want to make
sure it's going all the way to the bleeds on the top, the left, and the bottom. And then let's switch to
the selection tool by pressing V. Now we can
zoom in a little bit. Now if we grab this node here, we should be able to snap
it right to the center. You'll notice when you're
dragging it that it turns pink when it
hits that smart guide. So that's where you
want to let go. Again, if your smart guides
are not smarting for you, you can come up
to the view menu, choose grids and guides
and then make sure that the Smart Guides
option is enabled. I'm going to zoom
out with command or control and the
number is zero. And now I want to make
a duplicate of this. So with it selected and with
my selection tool active, I'm going to hold down Alt or Option and drag a
copy over here. And if we hold Shift, that copy will
stay in alignment. And what we're looking for is
to line it up over here on the right hand side with the split between the
pages. So like this. Now you'll notice that it's
going to be bigger it's going to overlap a little
bit because this one, because it's on the
inside of the page, it won't need this bleed here. So there's a little
bit of overlap. Before we fix that, let's change the color
so it's easy to see. Actually, we're going to change the color for both of these. So the one on the right here, let's go to our swatches. The one on the right is going to be our really bright
green over here. Again, it's helpful
to just rename these. So if we want to,
we can right click and choose Swatch Options, Uncheck name with color value, and we'll just call it HSB for hot sauce botanical
green and click Okay. Alright, so that's the
one we want to use here. And then for our
frame on the left, we're going to assign it this color that doesn't have a name. That's fine. I don't
know what we call this. You can name it something
if you want to. Okay, so our hot sauce
botanical green frame needs to align in the center, and you can see it's bigger because it's the same
size as this one, but this one has a bleed. So let's select this frame, and this one needs to just
hit the middle like that. So they are splitting
the center of the page. This one will be slightly larger because it has
to fill out that bleed. Lovely. Next, we're going
to bring in an image. Before we do that. You
always want to get in the habit of
deselecting anything. If we place an image right now, whether we do it through design or dragging and
placing from bridge, it's going to put the image
in whatever is selected. So click away to deselect or press Command or
Control Shift A, and then you can
press Command or Control D or come
over to Bridge. What we're looking for
is this image here from Unsplash from the New York Public
Library collection. And we are going to
place this full page. So right on top of everything, and we'll need to hold Shift to unlock the proportions
of the frame. So we want to make sure
that it is reaching from this top bleed
to the bottom bleed and from the left bleed to
the center of the spread. And now we just
covered up everything. So what was the point? Well, if you are
familiar with Photoshop, then you know about blend modes. And it turns out we can take advantage of blend modes
here in design too. So blend modes simply
control the way that one image or object blends
with everything else. Blend mode setting is controlled
in the effects panel. So we can go to Window and choose effects right
here. That's one option. Another option is to come up
here in the Control panel. And when you have the
selection tool active, there's a little shortcut
button for the effects panel. So we can click on
that. And you'll notice none of the options say blend mode because
the blend mode falls under the
transparency setting. So we're going to click that, and now we have this
little effects panel, and we can change the basic
blending mode to Soft Light. And you'll see if you
have preview enabled, that changes the way
that that photograph interacts with the
other page elements, which in this case, are
these two color fill frames. So there's loads
of options here, of course, besides soft light. So you can experiment
with those. But I'm going to go
ahead and set this to softight and I'll click Okay. If you went the route of the effects panel from
the Window menu here, it looks a little bit different. In this case, you can find
the blend modes right here. So I'm going to
actually go ahead and I'll just drag that panel
just so we have it. Okay, so changing the
blend mode is one thing, but it turns out that the
blood modes themselves are impacted by the color space of the document
we're working in. And by default, when we
created this document, because we built
it using inches, Indesign assumes that our
intention is for print, which, of course, it is. Our client plans to send this
to a commercial printer. But because we know that
the color conversions are all going to get hashed out later in the PDF export process, we can actually tweak the way our blend modes are
calculated before they get converted by changing something called
transparency blend space. So we'll find it up here
under the Edit menu, and we're going
to come down here to transparency Blend space. And you'll see that it's
currently set to document CMYK. But because the colors
in our color blocks, as well as the photo, are all RGB colors, to get a punchier
blend between them, we're going to
choose document RGB. So you can see the result is a punchier blend with more contrast and
deeper saturation. So by utilizing blend modes, we are able to
create this sort of special effect
where a photograph, in this case, is
able to actually interact with the other
objects on the page. So if we move this photo around, you can see that it looks
different over here than when it's overlaid on top
of these color fills. So using blend modes, you can get all kinds of really cool effects and can take your layouts to
a whole new level. But we're just
getting started here with this page four layout. So get up, take a stretch, refill your beverage of choice, and I'll see you
in the next video.
72. Controlling Photoshop Layers (in InDesign!): Do you know that you
can not only access, but you can control Photoshop layers in
in design. It's true. So for example, if I open this daisy image here in Photoshop and we take a
look at our layers panel, we can see, here is
the Daisy and then we have a number of adjustment
layers that change the color. So we have one that makes it blue, one that makes it purple. And one that makes it yellow. I'm going to leave
the set to blue, and we'll go ahead and
just close this file. And over here in in design, we're going to
bring that file in. So of course, we want
to make sure before we do that we don't have
anything selected, then bring in that
Daisy image by pressing Commander Control D or
coming over to bridge. So we're going to place this
in the middle of the spread. Basically, if this is
the middle column, we're going to go one column to the left and all the way to
one column to the right. So it's spanning three columns. So here's the image,
right? It's the Daisy, and it's blue, just like
we saw in Photoshop. But if we know that this
document has layers, we can manipulate them
without leaving Indesign by simply right
clicking on this and choosing object layer options. And when we do that,
Indesign opens this panel, which is basically just showing us Photoshop's
layers panel. In order to see the
changes we make here, we of course, have
to enable preview. And then we could simply hide
the blue adjustment layer, or we could enable this
purple one or the yellow one. In this case, let's just
use the daisy as it exists without any of
these extra layers so that it appears orange. The cool thing about
working this way is that we're not actually
editing the PSD. So if this file is being used elsewhere in
other projects, we're not actually messing it up because we're not
changing the file. We're simply saying,
Hey, in design, we don't want you
to show this layer. We only want to see this layer.
And then in design does. Without actually making any
changes to the original file. Down here, we have the option. If the original file changes, we can choose to
keep our overrides. So let's say someone goes into this file and they enable
this purple layer. We can choose to ignore that and keep our current
visibility settings, or we can choose
to refresh this to reflect the new
visibility changes. So I'm going to leave
it set here to keep our overrides and
we'll click Okay. So now we have this placed, but you can see if I
go back to bridge, and even if I open this
up again in Photoshop, the Photoshop file
has not changed. And let's say that
I do change it. So I'm going to
hide the blue layer and enable the purple, and then I'm going to save it, and then I'm going to close it. And then let's go
back to In Design. And if we look at
the Links panel, we can see that the
file has been changed. And unlike before
when we looked at the little red circle with a question mark that
indicated a missing link, in this case, the triangle is just indicating that the
link is still there, but there's a new version of it, and we need to update it. And that's as simple as
coming down here and clicking this little
update button. And when we do that,
the warning goes away, but we don't see the
new purple color because when we right clicked and chose object layer options, we told it to keep our
visibility overrides. So there's lots of ways you
can work with this stuff. If the edit that we made just now had been to the daisy layer, like maybe we filled
it with black, we would see that because
that layer is visible. The message here is simply that you have the
power in in design to choose which layers of
a PSD are visible or not. And in the case where
the original PSD is changed or edited, you have the choice to maintain your visibility settings
or not. Powerful stuff.
73. Creating Text on a Path: Very cool, very common text effect is to put text on a path which enables it to flow around shapes like in
this example, a circle. In this case, we're
going to be adding the quote Bloom where you're
planted to this layout, and we're going to have
it encircle the daisy. To pull this off, we're
going to have half of the quote set along
the top part of the circle and the rest of the quote set
along the bottom. To more easily see
what we're doing, I'm going to slide over here and work on this empty area of the pasteboard just
because this is really busy and this stuff
can be tricky to see. So the first step in creating type on a path is
to create the path. In this case, we're going
to use the elliptical tool. The keyboard shortcut is L. Instead of clicking
and dragging, let's just click to create an
ellipse that's five by 5 ". We'll click Okay. Here it is. So my circle comes
in filled with my active fill color
and no stroke. And ultimately, we're
not going to have a fill or a stroke here. But while we're working on
this, it's really helpful if we set the fill to none, and the stroke to
maybe HSB green, so it's kind of bright
and we can see it. And then I might
even just flatten it up so we can very easily
see it like this. So because of the nature
of text on a path, especially when it's
around a circle, it would be right side up
on the top of the circle, but then as it wraps
around the bottom, it would be upside down. And that's not what we want. So we can't just put all
the text on the circle and then tell some of it to be right side up and some
of it to be upside down. So one option for dealing with that is to duplicate the circle. So we would have two circles, one with the text on top and
one with the text on bottom. And because they'd be
on top of each other, it looks like it's all
part of one circle. But that can kind of
be a lot to manage. So what we're going to
do is grab the scissors tool right here at the keyboard
shortcut is C for cut. And as soon as we select those, you'll notice that we can see the four anchor points
that make up this circle. And what we want to do is cut this left point by
just clicking on it, and then we're going
to come over here and click right on this right point. And now we can't really tell, but the circle has
been cut in half. So if we grab our
selection tool here, you see we have a top
piece and a bottom piece. We want to leave them so
that they are connected. Visually, but they are, in fact, now two
separate objects. We're going to remove
the stroke later, but when we're
working, it's nice to be able to see
what we're doing. So let's start by setting some type on this top
half of the circle. For that, we want to come
over to our tool bar, and instead of grabbing
the regular type tool, we're going to grab the
type on a path tool. The keyboard shortcut for
this, if you use it a lot, is Shift T. So you'll notice the cursor
looks a little different. It's got a little
squiggle behind it. And now, if we hover this
over the center point here, you'll notice that our
cursor gets a little plus. So that's how you know
you're in the right spot. And then we're going to simply click on this top center point, and it might look like
nothing happened. But if we look way down
here in this right edge, or possibly yours might
be over here in the left, we can see a little
flashing cursor. In order to bring the cursor
from either the right edge or the left edge to
this top center point, we're going to click the
center align option. And now we should see our cursor here, and
we're ready to type. And don't panic when it
comes out upside down. But we're going to type
Bloom W. And in my case, it is coming in all
kinds of messed up. It's pink because it's
defaulting to the font that was embedded in the text
files, this aptose font. So the pink indicates
a missing font, just like these brackets
up here do. That's okay. 'cause we're going to change
it to allotropic, bold. And we're going to change
the color up here to paper. And let's size it up. I'm going to hold the shift key while clicking this up button, and that way, it increases
in ten point increments. So I'm just going to set it to, let's say 60 for now. Now, it's upside down.
Yours might not be. But mine definitely is, and this is the challenge of
working with text on a path, but it's easy if you
know what to look for. So the way that we control
the text on a path, surprisingly, is with
the selection tool. So we need to switch
to the selection tool. And if we look very carefully, it is so hard to see. When we really zoom in here, see this little funny looks
like a T. This is like a handle for the center
point of our text. So if we want to flip our text so that it's on
the other side of the path, so that it's right side up, all we had to do is
grab this handle, and you'll notice
when I hover over it, I get the same kind of
shape next to my mouse, but it's flipped the other way. So that's how you know
you're in the right spot. And then you can
click and simply drag straight up and let go. And that flips it the
other way around. This horizontal line
represents the baseline, and this little vertical
line represents our text. So when we had it flipped down, you can see the text
is below the baseline. And when we click
and drag it up, now the text sits on top. It's very finicky, so
it's a little difficult. I fully get that. Alright, so this is
looking much nicer. The other thing we want for this text is for
it to be all caps. So I'm going to put
my cursor in here, select this and come up here
and set that to all caps. Now we're ready to put the text along the bottom of the circle. So let's put our cursor in here and we'll select all
this type and copy it. Command or Control C. Then we're going to switch back
to our type on a path tool. And we need to hover down here at the bottom center point. And again, we're
looking for when we see a squiggle
for type on a path. And we also want to wait
till we see that plus. That plus lets us know
that we're about to create a new text on a path instance. So now we can click down here. And again, our
cursors going to be either on the right
or on the left. And in order to
designate that spot where we clicked as
being the center, we want to come up to our Control panel and
center align our type, and then we can paste this in so that we have all
the right formatting, then I'm going to select it
again and simply type over it with the words your plant it. So we have Bloom
where your planted. This text is sitting on the baseline the right
way, so that's good. We can see that it's crowded. That is by nature of the fact that it's on
the inside of the curve. So what we need to
do is set this text so that the top of it lines up with the
bottom of the circle. We don't want to flip it over because then it
would be upside down, but we do need to move it to
the outside of the circle. And we can do that by
adjusting the baseline. So let's select
all of that text, and we'll come up here
into the control panel. And these settings
right here with this icon of a big A and then a little A sitting
on a little shelf, this is where we control
the baseline shift. And so in this case,
we need to adjust the baseline down quite a bit. You'll notice as I click to
make a negative baseline, it's pulling the letters down. Again, we can hold Shift
and move a little faster. So I've got mine
set to negative 42. I feel like that's a
pretty good match. And at this point, we need to scale the text so
we get it to be the right size so
that it reaches basically from the center point to the other center point. So we need to scale them.
You'll notice if we put our cursor in here and
try to select this type, it's kind of funky because we've shifted the letters so far down that even though the letters appear way down here on the
outside of the circle, this is actually
where we select them. So that can be a little
bit head trippy sometimes, but just keep that in mind. And what we're going to
do is bump up the size. I'm going to go with maybe 79. Let's see, Let's put our cursor up here and do the same thing. Set that to 79. You'll notice that at this
larger font size down here, we need to shift the
baseline even more. So I'm going to adjust
that to be -55. So my font is 79 points, and the baseline shift for
this bottom text is -55. The other thing
that I want to do is to put a little
asterk character here between the top
and the bottom text. And we could just put it in the text frame and then adjust the baseline and whatever we need to do to get
it in the right spot, but it's kind of a hassle. So let's actually just put those in a
separate text frame. So now let's grab the
regular type tool and just click and drag
to draw out a little box. Let's put our cursor in there, and we're going to type in that same allotropic bold font. We're going to type Shift
eight to get a little Asic. And I'm going to press Command
or Control A to select it. We'll set the color to paper
and the size to quite big. Can see now it's overset.
We need a bigger box. In order to avoid having to
switch to the type tool to re select this type and then
adjust the font size up here, I can scale this text
in the text frame, even with the
selection tool active, if I press and hold Command
or Control and the Shift key, and then I tap the
period button, which is the right carat. So right carat makes it bigger and left carat
makes it smaller. I'm just holding
Command or Control plus Shift and then tapping
those carat buttons. All right, so what size is this? I don't even know because I
don't have the type tool. If I want to see, I need to switch to the type
tool and select it, and I've got it at 208 points. So now I can come
in here and set this in between the text. And now I actually feel
like that's too big. So another way we can
scale this is just like when you scale an
image and a frame together, here we can scale the font
size and the frame at the same time by holding
command, shift, and dragging. So that's another option. So many options. Alright. So I'm
trying to position this midway between
these two lines of type. I feel like that's pretty good. And then I'm going
to hold Alt or Option and the shift key, and I'm going to drag straight across till I get it
over here as well. And it's really hard to tell
how this looks, isn't it? And if we hit W, the whole thing goes away because it's
on the pasteboard. So I'm going to zoom
out by pressing Command or Control minus. And let's use our selection tool to drag a net across
all those bits, being careful not to
include any of these bits. And then let's group it by
pressing Command or Control G. And now we can drag it
over and into our layout. And I'm using the
arrow keys just to avoid clicking and dragging
any of this stuff around. When you've got a layout like
this with all these things, especially text on a path
that can be really squirly, sometimes it's really helpful
in the Layers panel to lock certain page
elements so that you don't select them and
move them by mistake. So I would suggest that we lock both of the color fill
rectangles and the image. So to do that, I'm
going to click and drag across the three of them, being careful not to
include any of our text. And so now these three
things are selected. And if we come to
our layers panel, we can see those three objects here with little blue dots, that indicates the objects
that are currently selected. And we can lock them
by just clicking over here to put locks
in this column. And now we don't have to worry about accidentally
selecting them. If we want to also
lock the Daisy, we can select that
and lock that, too. So now everything's locked on this spread, except this text, which makes it really easy
to move it around and position it wherever we
deem is the right spot. Of course, we still
have the stroke here. So how are we going to
get into this group to select that and get
rid of that stroke. Of course, we could ungroup it. The keyboard shortcut
is Command or Control Shift G. Command or
Control G puts it in a group, Command or Control,
Shift G, ungroups it. And if keyboard shortcuts aren't your thing or they're just
too tricky to remember, you can always find
the command to group or ungroup under
the object menu. But I kind of want to
just keep it in a group, and I don't want to
have to ungroup it just to make a change and
then regroup it again. So what we can do instead is to simply double click
on the group, and that's going to allow
us to sort of crack it open for a minute and
select a piece of it. So you can see by
double clicking, I was able to select the
top part of the circle. And I'm going to
change the stroke from our HSB green to none. And then I'll click down here. To select the bottom half and
set that to none as well. Then if we press the escape key, we can close that swatch panel, and if we click away,
everything's deselected. But you'll notice if we
come back and select again, this is still a group. And we know that
it's a group because it has this little
dashed line around it, indicating that this
is still a group. Wow, this lesson was jam pack, but now you know how
to put text on a path.
74. Frame Breaks & Alignment Overrides: Alright, moving on to
the next spread here. Before we get working on this, let's flip flop the pages. So here you can see
in my pages panel, I have the whole
spread selected, so I'm going to click a
way to deselect that. And what we want is to get
this page that's currently on the right and flip flop it with the page that's
here to the left. So we can just take
this page number seven, and I'm just going
to click and drag. And you'll see when we see that line to the
left of page six, then we can let go, and those
two pages will flip flop. For whatever reason, this jumps our view down to
the next spread. So to get back up here, I'm just going to
double click right on the page numbers,
and we're back. Alright, so here we are. We have a text
frame on the left. And what we want to
do is break this up into four separate
text frames. One for the H one at the top, and then one for each
of these little blurbs. So we can drag from
the bottom up here, and this will give
us overset text. And, of course, we can
click to port this out. And here we want to
make sure we're not in wonderful mode so we can
see the guides on the page. I'm going to drag
the next frame to be from this column
we'll go to here. We'll just make them two
columns wide for now. We can see how
that threads over. Then we can click the
output again and this time, I'm going to line it up from
this column to this column. Oh, my gosh, I got
really lucky with the size of my text
frame and then we'll click the output again and go back to this alignment. There we go. So that should
be the end of the text frame. So depending on the size
of the frames you draw, you may have it break like this. So then just drag it out so
that they break this way. So next up, let's shrink wrap the text frame to
the text so that we can accurately distribute the vertical spacing
between the frames. So we need them to
be the right size. All we have to do
is double click the bottom center node
of each text frame. You have to select
the text frame first, and then if you double click
on the bottom center node, it will just snap
right up there. Alright, so what am
I talking about when I say distribute the spacing? So let's take the sun box, and I'm going to drag it so that it's aligned to
the bottom margin, and we'll put the top
box somewhere here is. I don't know. About like that.
Okay? So what we want to do then is take the soil
box that's in the middle, and we want to have it be in the middle between this
frame and this frame. So one way to do that is
we can just click and drag and you'll see when
we get to the right spot, these green little
guides turn on. So these are smart
guides that's letting us know that if we let go
of the mouse right here, that this frame will be evenly spaced between
the two other frames. So we could let go
and, ya, that works. Sometimes that
works really well. Sometimes it's hard to see or there's too many things
to snap to going on. So for whatever reason, if we need to do
this another way, that option is to select
these three frames, and we want to make sure we have the top and bottom frames set where we want them because design will distribute
the remaining frames, in this case, just one in between the top
and bottom frames. Once we get those selected, we can come up here
into our Control panel, and here we have the buttons
for distributing things. And the one we want
in this case is the top center one to distribute
the vertical centers. So I'm going to click on
that and you'll see it just snaps right into position. Next, we're going to write align the text in this
middle box here. So let's switch
to the type tool, so we can get in here and select this text
and then come up to our Control panel and choose the right paragraph alignment, which is, of course, going
to give us an override, but we won't see it right
now because we've got two different paragraph styles
selected with our cursor. So nothing's showing up here. If we just click our cursor so that it's in the H two here, we see a little override. If we redefine the style, then all of our H twos will be write aligned, and we
don't want to do that. So we can choose to
either live with the override or we could make a second H two
that is write aligned. And then anytime
we're in a situation where we want to write line, our H two, we can do that. So that's what I'm
going to do. Let's hold down Alt or option, and we'll click the new
paragraph style button and we'll make sure
we base it on H two. The next style that
follows it would be body, and we'll just call it
H two, write aligned. We want to make sure we apply the style to the selection
and we'll click Okay. All right. Now we're going
to do the same thing here for body copy. So here's the override,
as we expected. Let's alter option click on the Create New style
button and we'll call this body write aligned. We'll make sure
it's based on body. The next style would
be the same style. Make sure the style is applied to the selection.
I will click Okay. So it's not uncommon to have, like, a paragraph style, and then there's
situations where you want that style
but with a twist. And so, typically, this
is how you would do it. So for now, our layout
is off to a good start.
75. Using Clipping Paths & Custom Frames: All right, we're ready to add
some graphics to page six. We're going to do it using
the Ellipse frame tool, which is buried below the
rectangle frame tool. So if we press and hold on that, you'll see the Ellipse
frame tool right here. Again, we could use the
frame tool for this or we could use
the Ellipse tool, and I'm just demonstrating that. But really, you could
use either one. So I'll use this one so that
we have the little X in it, and we can see that. We're not going to
click and draw. We're going to click so that
we can enter a value of 2.5 " by 2.5 ", and
we'll click Okay. And there is our frame. And because we drew it
with the frame tool, it has a little X. Oh, we're ready to move this. We can switch to
the selection tool by pressing V so we can move v this frame out of the
way, something like this. And now we're going
to drag out a copy of it by holding Alt or option. We'll see our double headed
arrow for our cursor, and we'll just drag
one copy over here and keep holding Alt or option and make another copy
to drag over here. Alright. Now we're ready
to get our images. And because we don't want
to just automatically place one of them
randomly in here, we want to make sure we
deselect everything first. So you can click away or press Command or Control
Shift A to make sure you don't have
anything selected. Then we'll go ahead
and place our image, so you can press Command
or Control D to bring up file place or work from bridge. The images that we want are going to be the watering cans, so we'll click to select that. Hold down Command or Control. Click to select the
hands with the dirt. Still holding
command or control, we're going to click to select the little sunshine
coming through the trees. We should see our cursor loaded. Remember, we can
cycle through them with our arrow keys
on our keyboard. So we're going to click to place the watering can image here, the soil in the hands
image in this location and the sun creeping through the trees in this position here. You'll notice the picture of the hands is on a
transparent background. And if we check here
in the Links panel, we can see this is a PSD. So this has an Alpha channel to support the
transparent background. So if we overlay this graphic
somewhere in our layout, we can see that
the background is transparent and we
just have the hands. So let's say that we want the watering can to
also be cut out. We could edit this JPEG, save it as a PSD, and then we could bring that in and replace this graphic here, but then we have
to do more work. And that's fine sometimes, but when we don't
have to, let's not. So what we can do instead
is take advantage of an in design feature
called clipping path. And we're going to
use in design to cut out this image
from the background. Before we do that,
let's flip the image so the watering can is actually
facing the text right here. So we can come up to
our Control panel, find the little button up
here to flip it horizontally, and then we can see that
it's been flipped by the direction that this
letter P is facing. And I actually want to see
the image within the frame. So I'm going to make
the frame bigger. So I do not have autofit on, which means that I can
just grab the corner. And if I hold Shift, it will scale proportionally, so it'll still be a circle. But the image won't
scale with it, because remember to do that, you have to add command or
control or turn on autofit. So we've expanded the frame so we can see the whole image, but we still need to tell
in design to clip it out. And we do that from
the object menu. So we'll come up here and
choose clipping path option. We'll move this over,
and we want to make sure we enable preview. And here, we need
to tell in design, like, how do we want
it to clip this out? How does it know what to
clip out and what to keep? If we come to this
drop down here, you can see that for this image, because it's a JPEG and it
doesn't have a photoshop path, it doesn't have an
Alpha channel because JPEGs can't have Alpha channels. The only option we have
right now is detect edges. Let's click on that, and it
seems like nothing happened. The way that this
works is Photoshop is basically trying
to read the contrast. It's trying to detect the difference between
the background and the water in cam, right now, the threshold
is just too low. So we need to increase the
threshold. Like a lot. And we can keep going and we can zoom in to try and
see a little better. And you can fiddle
with this until you feel like it looks good. I have done some fiddling, and I felt like it looked good around 132. So that's great. You can see that by enabling detect edges
for the clipping path, Indesign is able to clip away the background and does a
great job on this image. Obviously, not every
image will work for them. Sometimes you have to
go in to photo shop. But here, this is looking
good, except, of course, it's not including
this little pocket of the background right here. And that's because right now it's detecting the background, and then it's hitting the watering can and
it's just stopping. So we need to tell it to
jump over the watering can and consider
this area as well. And we do that by enabling the option to include
inside edges. And just like that, we have
created a clipping path and enabled in design to clip our image out
of its background. So we'll go ahead
and click Okay. So this looks great. We've
got the background removed. But I do like how we had a
little pop of color behind it. So I still want to
put a circle here, and I want the watering can to be able to
breach the circle, to reach out of the frame. So to do that, we need
to keep the watering can separate from the frame that's going to have
the color in it. So we'll simply
make another frame. So let's go back to, in this case, since we're not going to put
a graphic in it, we might as well use the regular
Ellipse tool, and again, we'll just click and put in that value of 2.5 by
2.5 and click Okay. Here is our frame, and let's fill it
with pink, beautiful. And we need to move it
behind the watering can so we can right click on it and choose
Arrange, Send to back. I'll press V to get the
selection tool so I can move the circle and also
maybe move the watering can. So my goal here
is I want to have the watering can
breaking out of this. So I think I'm going
to scale it up. So I want to scale
the watering can and the frame that
it's in together. So I'm going to hold Shift
to keep it proportional and command or control to scale
the graphic and the frame. So I'm going to get
something like this. So I want it breaking out
here and breaking out here. And to rotate it, let's hover our
cursor outside one of the corners till we see
this double headed arrow, and then we can click and drag so that it's kind of tipped like it's
going to water a plant. I think that looks really good. Let's come down here
to our soil image, and let's rotate it so that the hands are
coming in from the side. An easy way to do that is to come up here to
the control panel. And if we click right here, we can rotate it 90
degrees clockwise. And then let's add a
fill to this frame. We'll come up to
our Control panel and choose the bright
blue from earlier. We need to take care
of the fact that our text is running into the
watering can right here. So we're going to apply
that text wrap style that we created earlier. And we're going to apply
it to the sun image. So we'll click to select that. Then we're going
to hold Shift to also select our soil image here. And now we want to
click on the watering can as well as the
frame behind it, which might be hard to select because the watering can frame
is completely covering it. So let's go over to
our Layers panel. And we can see all of our selected items have
these little blue dots. So these are the different
images that are selected. And then we want to include
the circle right here, and we know we moved
it to the back, so the watering cam
will be on top. So we can add it to our
selection without having to dig through here by just keeping shift pressed on
our keyboard and we'll click to add the circle
to our selection. And you can see, if you
look really closely, you can see we have a little
dot here and up here, and so we can tell
that that is selected. And, of course, we see
the blue dot here, too. Alright, so the point
is, it's all selected. Let's go to our
object style panel, and we want to
apply the text wrap that we created earlier. So let's click to select that. And, ya, not a
whole lot happened, but the text moved right here. Nice. But you'll notice
we have overrides. And if we hover here, it just says mixed overrides, which sounds like, Oh my
gosh, what is happening? And it's kind of
tricky, but it's interesting and it's a
good learning opportunity. So we're going to
dig into it real quick. Before we do that, We point out. So I'm going to click away to deselect
all this stuff, and then let's click
the soil text frame. And if we drag it
into the hand image, the text wrap should be
pushing the text away, and it's not for two reasons. And one of them is a clue about why we have that override. One reason we can't
even really tell what's happening because the text
is behind this image. So let's right click and
we're going to choose range bring to front to bring this
text frame to the front. And now we can see that the text is wrapping
around the hands. But we want it to wrap
around the frame. Now, if you recall when we
set up this text wrap style, we set it up using this
monstera image up here, and this monstera image
has an Alpha channel, but the watering
can image doesn't. And we built the text
wrap object style to contour around
the Alpha channel. Right? So we didn't have
to clip the background out because this image already has a
transparent background. It's a PSD with transparency. So there's no background, and it has an Alpha
channel already baked in. So we set the text
wrap to contour around the existing Alpha
channel or transparency. However, this image of the watering can doesn't
have any transparency. And this image, even though
it has transparency, we actually want the text to wrap around the
frame in this case. So for the text wrap setting, for this image, we don't want
to use the Alpha channel. So we're trying to get
in design to handle text wrap a bunch
of different ways within a single style, and that doesn't work. So we could decide to just not use an object style
for our text wraps, which honestly is what I personally do most
of the time because every instance of text wrap
tends to be really unique, like we've already seen here. So it's really hard to create one style to handle
each unique situation. So applying text wraps without a style is a perfectly
legit choice. For the sake of learning, let's see if we can
find a way to set up our text wrap style so that
it works the way we want, whether the image has an
Alpha channel or not. And it turns out there is
actually a way to do it. And it feels like next
level Ninja business. So to see it in action, let's go to our
ObjectStyles panel. Of course, with this
image selected, we're not seeing the override because this image
has an Alpha channel. So in the panel, we're
going to right click on the Texrap style and
choose Edit Text Rap. And we're going to
come in here on the left from our smorgasbard, grab our text wrap
and other options. And we're going to
come in here where it says contour options. And it's set to Alpha channel, which makes sense because the monstera leaf has
an Alpha channel, but the watering
can doesn't here we don't want to use
the Alpha channel. So let's see what some
other options are. If we choose bounding box, it's going to wrap to the
square around the whole image. So that's a definite no. If we choose detect edges, we've got so many
different frames and different edges and transparency situations.
That's just a mess. We can't use Alpha
channel Photoshop path. I don't think any of these
images have paths in it. We don't want to use
the graphic frame. That really messes
everything up. But we have this option here. We can tell the text wrap
to use the clipping path. And we can specify the
clipping path for each of the images right here
within in design. So let's do that. And
these look great now. So for the soil image, because we never assigned
it a clipping path, in design defaults to using the image frame
for the clipping path, which is actually what we want. The watering can, we set the clipping path to
detect the edges. So that's what the text wrap is wrapping to the
detected edges. Perfect. Let's click Okay, and let's see what's
happening with the Monstera. Aha. Here we see that because the text wrap style is now set to contour around
the clipping path, and we never specified a clipping path for
these monstera images in designs defaulting to using the shape of the frame
as the clipping path. So the text is now wrapped
around that instead of the built in Alpha channel.
But we can change that. So if we select the
monstera leaf and we come up to object, clipping
path options. One of the options
for the clipping path is boom Alpha channel. Ta da. So if we tell the text wrap to contour
to the clipping path, all we have to do to be able to utilize the same style for everything is make sure we specify a clipping path,
which is super easy. So let's come down here. We'll
select this monstera leaf, and then we'll go to object. Clipping path option. And again, we'll choose
Alpha channel to Da. Look at that. And now we get all the
settings we wanted down here. So we may have to adjust
these text frames. So let's do that. I'm
going to move them. I want the spout of the watering can to be
pointing at the word water. So if we move this
a little closer, we get some fun
pushback from the text. And before we style
this too much, let's actually boost the
text wrap a little bit. Let's right click on the
text wrap object style. We'll go to Edit Text wrap, go back to Texrap
and other settings, and I'm going to bump this
up 2.25 Seems like a lot, but let's rock with it. All right. So now let's adjust these frames so that the text flows the
way we need it to. So the spout is kind
of pointing here, and then we see
that this is having an impact on the
shape of the text. Down here, I'm going to
widen this a little bit. We got to make room
for all that text. And not have any weird line
breaks. That looks good. We have a nice little
curve happening. And this will also move up here and bring it in a little closer so we can
see that same curve. And if we press W, oh, here's a weird break because
it's too close to this. So I think I'm just
going to pull this down. That does the trick. So clipping paths
are really great. They can not only
remove backgrounds, but they can also control
the contours of text wrap. So this is some serious
business here now, and you are crushing it.
76. Adding Inline Anchored Objects: You remember way back when we
were working on our forms, one of the ways that we inserted
a line into the form was to cut it to our clipboard and paste it into
the actual text. We're going to do the
same thing now with some cute little icons to
go with the text here. So before we bring
those images in, make sure we don't have
anything selected and then press command or Control D, and the images we'll
be working with are this picture of soil. I know that's not the
only thing it looks like, but that's what it's
supposed to be soil. A click wants to select that, hold command or control, click on Sun and still holding Command or
Control, click on water. Now, we're ultimately going to be placing this in the text. So these are going to be small. Like, basically, if you
think of them like Imoges. So let's draw the
frames for them. It doesn't matter
which one is first, but we're just going to
click and drag to make a tiny, little frame and click and drag to make
a tiny little frame and click and drag to
make a tiny little frame. That way, we're
not trying to put a giant graphic in here
and then scaling it down. So we'll do the water first. All we need to do is select it, and we're going to cut
it to our clipboard. So when we press
Command or Control X, we've cut it out
of the document, but it is on our clipboard. So now we can press T
to get our type tool. We're going to click to insert our cursor next to
the R in water. Let's add a space, and then we'll press Command or Control V to paste
in the water drop. Now, while we're here, if
we want to adjust this so that it's not sticking up
above the text like this, we can highlight
it just as if it's text because it's text, now. So we're going to select it. If you have trouble clicking
and dragging across it, you can also hold the shift key and tap the left or right arrow, depending where your cursor is. And then we're
going to come up in our Control panel
and we can adjust its vertical positioning by
adjusting the baseline shift. So I'm going to move it down, I think to minus two. And I feel like that looks good. So remember, this is called
an inline anchored object, and what's great about it
is if we type in here, it just flows with the text. Next, we'll get the soil one, so we need to get our cursor
out of here so we can tap the escape key and then press V for the selection tool, and now we'll get
our pile of soil. Again, we're going
to cut this to our clipboard by pressing
Command or Control X. We'll press T for our type tool. Click to insert our cursor to
the left of the S in soil. Command or Control V
to paste in the soil, and then we can tap the
space bar to add a space. I feel like that one just
landed right for me. So I'm not going to
adjust the baseline, but if you need to
shift the baseline, you can highlight
the little pile of soil and then come up
here and adjust it. Last but not least, we have
our little sun up here, so we'll cut it
from the document, Command or Control X, switch to the type tool, put our cursor here next
to the N, tap a space. Command or Control
V to paste it in. This one definitely
needs a baseline shift. So highlight the sun character
and adjust that baseline. Oh, this one, I think I'm
going to set it to minus five. Yours might vary
depending on how big you drew the frames
for these graphics. So if you do decide
that you want to change the size
of these graphics, you can select them with the selection tool by just
clicking on them like that, and then you just scale
it like any graphic. So you would hold Shift
to keep it proportional, and if you don't want
to mess with AutoFit, then you can hold
command or control. So Shift command or control, and then you could drag from the corner in or out to scale. But keep in mind that
it is going to affect the spacing because it's
being treated like text now. This is really starting
to come together. One step at a time, we
are getting it done.
77. Using the Pencil Tool & Strokes: Sometimes when you're
working on a layout, you just want to add a bit more of a hand crafted element. And we're going to do
that right here right now using the pencil tool. So the pencil tools over
here on the toolbar, like in Illustrator, the keyboard shortcut
is N as in pencil. And if you take it and just
start trying to draw with it, you're probably going to
be pretty disappointed. This tool can really benefit from some setting adjustments. To get to the settings, we need to double click
on the pencil tool. So here we have a
couple of options. The fidelity setting
relates to how closely together
we want the anchor points to be on the
path that we draw. As in, do we want
an anchor point like every 2.5 pixels
or more spread out? So with a low number,
we're going to end up with a ton
of anchor points, and with a higher number,
we're going to have less. So I'm going to drag it all
the way to the right for now. The smoothness setting
is just like it sounds. It's going to smooth
out whatever messy, shaky line we draw and
make it look better. We put it really high,
you might see some lag. So if that is a problem, you can lower it down. Then we'll go ahead
and click Okay. And when we draw
with a pencil tool, in this case, we're going to
be creating an open path. So it's not going to be
closed shape like a circle. It's basically
going to be a line. And when we work with lines, the color is determined not by the fill as there's
nothing to fill, but by the stroke. So let's choose a color here, and I think I'm just
going to go with this blue that we added earlier that was
really pretty bright. Now, I just basically want to create a little doodle here. So the idea is, these are the main
things you need to know about when you're learning
about plant care. And so I kind of
just want to, like, have almost like a
little flow chart. So I'm just going
to click and drag and draw a little line. It's got a loop dedo, and I'm going to end it here. Now, here you can see it
did not track my loop dedo. So let's undo that and
go back and double click the pencil and I'm
going to bring the smoothness down to 35. Click Okay. Let's try it again. Over here, a little
loop de do, and Tita. That works much
better. Let's increase the weight of this stroke, so we'll come up here
and just bump that up. And there's a number of things
we can change about this, actually, and I think it's best handled in
the stroke panel. You can find the
stroke panel from the Window menu
right here, stroke. The icon when it's
collapsed, looks like this. So when we get it open, you'll notice we've already
set the weight, but here we can choose the caps. So if I zoom in on the end, you see that this has
just a blunt end to it. We can give it rounded
end caps if we click on this little button
here, this middle option. We can also smooth out any joins so that it's
rounded like on the corners. And down here, we
could even set this to be a dotted line. I mean, there's all
kinds of options here, even two versions
of dotted lines, and you can even set up
your own custom dash line as well if you
really prefer that. But I think I'm going to
go with Japanese dots. And at the start of our line, I don't want anything special, but at the end, I would
like an arrowhead. And I think I'm going
to go with simple wide. So now if we zoom out, we see it just starts with the dot and loops around
and ends up down here. If we want to maneuver the
individual anchors around, then we want to come
up here and grab our direct selection tool. The keyboard shortcut is A, and it allows us to
adjust the anchors. So maybe we decide we want to grab this point and pull
it up a little bit. We can pull on these handles
to shape the curves. And down here, we might want
to adjust the curve for this arrow so that it's not
crashing into the dots. So maybe something more like this point here could
be a little smoother. So if I want to
adjust this point, I have to click to select it, and then it'll have
a solid blue fill, and then we can pull
on the handles, just like if you're
using the Pen tool here or in Illustrator. I'm actually going
to drop that there and I'm trying to
line up the dots. So that looks pretty
good. One thing that's pretty cool is if
we're looking at this, and we're like, This
arrowhead is just too big for this line. We can actually
scale down the size of the arrowhead over
here in the stroke panel, and you can adjust the
arrowhead at the end separately from the arrowhead at the beginning,
if you need to. So, of course, this is a style. And if we were going
to have these, maybe they recur
throughout our document, we would definitely want to
create a style for them. So with this selected, let's go over to our
Object Styles panel. Let's hold down Alt or Option, click to make a new style, and we'll call this dotted line. And from our smorgasbard here, we're going to
come down not just to stroke but to stroke and corner options because we
want to include all of this. And if we had scaled
the arrowhead here, we also have this
align option to align the arrow tip at the end of the path or have
it extend beyond. So I think I'm going to
also have it extend here, so it actually extends
beyond a little bit. So let's alt or option click twice on the settings here for
stroke and corner options. And then we'll come up here to stroke options and
enable that, too, because we do want to
bake in the color, the weight, and the fact that
these are Japanese dots. Both stroke and stroke
and corner option. Under general, let's
make sure that we're applying this
to our selection, and we'll click Okay. Then we're going to make
one more coming down from the soil text to the sun. Let's click away to deselect anything and we'll go
back to our pencil tool. It will remember the
settings that we just had. Now we can draw another
line over here. And maybe it also has a loop
de do and looks like that. So to apply now the style that
we just created over here, we can just come in
our object styles, panel and choose dotted line, and boom. There it is. So, that's all there
is to the pencil tool.
78. Creating Tables From Scratch: Will come a day, maybe that's
already come where you are asked to make a
table in in design. And it's refreshingly
pretty simple. You can make one from scratch, or sometimes people
will give you data maybe in an Excel spreadsheet
or something similar, and then you could
just place that data. So we'll look at
that separately. But here, we're
going to just create a fictitious table so we can
just learn how that works. Let's come up here
to the table menu, and we'll choose Create Table. We're going to get
this little box, and we can tell
it how many rows, how many columns we want. We can tell it if we
want header rows. So let's say four body rows, four columns, one header
row, and we'll click Okay. And now we have a cursor
loaded with a table, and now we can just
click and drag to draw out the table,
and there it is. You'll notice in the top left, we have a cursor blinking, so it's like ready for us to
type stuff into our table. Let's say we want to merge these cells across
the top of our table. We can click and drag with
the type tool to select them, and then we're going to come
back to the table menu, and we can choose merge cells. So let's type the
word header in here. Just like regular text, we can center it this way.
Check out what happens. If we move our cursor to the left like this, we
get a little arrow. And then we could click
to select the cell. So we could make the fill
for the cell be black. Even switch over to
the text by just clicking right here
and making sure the text is set to paper. So it appears white. And over here, we can align the text vertically
to the center, and maybe we set it to 24 points and maybe we
make it Montserrat black, so it's really nice and heavy, and that looks pretty good. We can even apply styles here, just like Like always, in fact, we're not going to
get into it. Don't worry. But under the Window menu, there are styles
specifically for table. We'll save that for
another course. But you get the idea. Let's put our cursor down
here into this first cell, and we're going to type out
the numbers one through 16. So if we type one and
we want to move to the next cell, we just hit tab. So two, tab, three,
tab, four, tab, five, tab, six, tab, seven, tab, eight, tab, nine, et cetera. Then to select all these cells, we can click and drag
using the Type tool. And we'll set this
to monstera regular. So we can center it
horizontally and then we'll center it
vertically within the cell, right up here in the control
panel. That's pretty good. So let's get out of here
by tapping the escape key, and then I'm going to switch
to the selection tool. So we're just like fully out. And let's drag this over here so get out of wonderful
modes. We can see this. So that's a basic table, right? We have a table
menu up here with all the kinds of options you would expect to have in a table. The main thing to understand
about working with tables is that they like
everything else in in design, they exist within a frame. And that can be a little
bit weird sometimes, because if you think that
you can just enlarge this by just grabbing this
bottom right corner and dragging to the
right like that, this is what happens. So we have the table here, and then we have the frame
containing the table. So all we've done
by clicking and dragging from that corner
is adjust the frame. So unlike what you might expect, if you want to adjust the table, you do it with the type tool. So I'm going to press
T for Type tool. And you'll notice if I
hover the type tool, down here in the bottom right now we can click
and drag the table. And just like text
in a text frame, if we drag the table
bigger than the frame, we get the overset
situation just like text. So in your mind, you
really have to think about tables as being text. So you select them and work with them and all of that
using the type tool. If you want to scale the
frame and the table together, then you have to do it
with the selection tool. So V is the keyword shortcut, and then just like a
graphic or a text frame, you know, any object
when you have the object selected, the frame. So you want to select the
frame with the selection tool and then hold command
or control shift. And then you can
drag both together. So when it comes to the data or the text inside the
cells of the table, there's a difference
between selecting the text or selecting the cell. So if you click inside
the cell like this, and even if I select
the six here, I'm just selecting the text. Then if I tap the escape key, now I've got the cell selected. So we'll look at working with this in more
detail coming up. But for right now, just know you can make
tables from scratch, mostly edit them
using the type tool, and like everything
else in in design, they exist within a frame. So if you can hold on to
all that information, you're going to be
in great shape.
79. Placing & Styling Existing Tables: So we just looked at how to
create a table from scratch, so we can select
this and delete it. And now we're going to
look at placing and styling an existing table. So for this, we're going
to go to File place, and this is one I'm not going
to drag in from bridge. So we can choose File place or press Command or Control D, and we want to navigate
to plantcare dot XLSX. And we want to make sure we have Show Import options enabled,
and we'll click Okay. We also want to make sure we don't have anything
selected, right? We want to get in that habit. Anytime we're going to place
something in unless you have the frame you want to place it in, then you
could select that. But I guess I just
work backwards. Alright, so here we're looking
at our import options. And kind of like when
we brought in text, we could choose to bring things in with existing
formatting or not. I'm going to choose to bring
in an unformatted table. We haven't created
any table styles, and we're not gonna, so I'm just going to leave
that set to basic. And we're going to click
Okay. So we'll just click and drag to
draw out a frame. And this is what it looks like. So let's select all the
type in here, first of all. So we're going to switch
to the type tool. And if we want to
select the whole table, if we come up to the top left, we get this diagonal arrow, and if we click, it'll
select everything. So we can come up and
change the text to M Serrat and let's go ahead and drop the
size down to ten. One of the things that can
be handy is if we want to, let's say, widen this table, if we come over here and we just click from here and we
drag over like this, we're really just
widening this column. But if we hold the shift key
and then drag from the spot, we're able to stretch
out the whole table. So I'm going to zoom
in here so we can see a bit better
what is happening. And we're going to change
this text a little bit. So instead of just
the word plant here, let's change this to
read plant species. This is a lot of text here,
moisture meter range. Let's just select this and
we'll just call it water. Here, in our toxicity column, let's just change this to answer the question of whether or not it's safe for kids and pets. We'll just say kids PET. Here under the column for light, what kind of light
the plant needs, I don't think we need to
repeat the word light here. So it can be indirect
light, mixed light, direct sun, but I don't think we need to
say indirect light. So if we want to get rid of all the instances
of the word light, but we don't want to have
to manually do all of that, we can just use find change. So let's bring our
cursor, again, with the type tool to
the top of this column, and we're going to click to highlight everything
in the column. And then let's go
to the Edit menu and choose find change. And we're going to be
searching for text, so we'll get out of grep. Remember this? Whoo. Let's
go over here to text, and we're telling it, What
do we want it to find? We want it to find
the word light, and we want to change
it to nothing. We're going to leave
it blank. And then we'll just say change all, and it found and
removed ten instances. So we'll click Okay,
and we'll click Done. And Whoops. We didn't mean to
remove it from the top, so we'll type it back up there. So actually, what we should
have done here is not searched for the word light
to just get rid of it. We should have searched
for the phrase indirect light and
replaced it with indirect. And then we wouldn't
have removed the word light at the top by mistake. So fine change doesn't
have to just be grap. It can also just be simple text. So for example, instead of mix, let's change this to say mixed. So I'm going to just select all the text in the
table just to remind us, we do that over here with the type tool by just clicking
in the top left corner. And we can open Find change, again, from the Edit menu, Find change, and we'll
change the word mix. So we're going to look for mix, and we're going to change
it to mixed and change all. And it found and replaced
eight instances. Let's do it again. Back to Fine change under
Edit. Fine change. This time we're going to
search for non toxic, and we're going to change it
to no problem, change all. And then what's left? We still have toxic here. So let's change toxic to
keep away. Change all. Nice. Looking at this, I can see that this column
is still too narrow, so let's hover right
here and we'll just drag out that column. The water column
can be narrower. I also want to center the
text in the water column. I'm going to bring my
cursor here to the top. Click to select
this whole column, and then we will center that and probably move
this over a little bit. We'll bring this one in. Let's select the
header rows up here. So we can bring our
type tool cursor here to the left and click
to select all of that. And let's set that
fill color to black. And then to select the text, specifically, we can click
the little T right here. And let's set that to paper. And also, let's make it bold. And actually, let's
make it allotropic. Let's make it all caps, too. And looking up here
in my Control panel, I don't see that
option at the moment. So we're going to get it from the type menu by choosing type, change case, upper case. And let's center all of
the headers, as well. This is actually
looking pretty good. One of the things that
can really help is to set up alternating fills. So we're going to go back
here, select the whole table, and we'll go up to table
options, alternating fills. I want to turn on
preview so we can see, even though the fact
that it's highlighted makes it tricky to really
tell what it looks like. But let's choose that we want the alternating pattern
to be every other row. Down here, let's tell it to skip the first row because
that's our header. And for the first color, let's choose our pink, the 240-27-5120, and we'll let it default
to the tint of 20%. And then for the next color, let's choose our HSB green, and we'll let that
also be at 20%. And I'm assuming
that looks good. I can't really see, but let's click
Okay, look at that. So let's get it off the pasteboard and move
it into our document. And now when we press W, we can have a better look. Another thing that I like to
do when I can in my tables is I like to get rid
of all the strokes. So I'm going to
select the table. Once again, we'll
come up to table, sell options, strokes and fills. And I'm going to just set
the weight down to zero. So if we enable this preview, we see them all just go
away. And I'll click Okay. And then if I want to scale
the table and its frame, I'm going to select
the selection tool. Let me drag the frame to
a more appropriate size. And then we'll hold
Commander Control and Shift, and we can scale this up. And I would probably
want to recompose the way the image is
cropped behind it. So I'm going to double click on that with the selection tool so we can select the content. And I think I'm just
going to scale that up. I'm zooming out so I can
actually grab the handles, and I'm just going to
move it here so it's not in the middle of the table. I'm going to grab the type
tool one more time because I think I want the
text to be green. So I'm going to come up
here to select the fill, but instead of filling
the container, I want to select the type, and we'll make it SB green. And I think the font
size is fine at 18. Yeah, and I just
realized, there we go. Just like with texts, we want
to make sure we don't have any overset text down
here at the bottom. So there's a look at
how you can bring in an existing spreadsheet and put together a pretty good looking
table right in in design.
80. Using Gridify: Hey, guess what? We
are moving on to pages 8 and 9 in this video. And surprisingly,
like last time, we're going to flip flop
the left and right pages. So in the pages panel, I'm going to click away
to deselect anything, and just click once
to select page nine here and I'm going to drag it to the left
of page eight. And for whatever reason, when we do that, it jumps our view down
to the next spread. I don't know why
that's happening, but we can just double click here on page N nine
to get it back. So we will worry about
this text later. For now, let's just
drag it out of the way. As a designer, working
with lots of images, it's often really handy
to create a grid. But instead of drawing
a bunch of frames and manually arranging
them into a grid, we can just use in
Design's Gridify feature, and it is as fun to
use as it is to say. So let's grab our frame tool. We can press F for the actual
frame tool or you can use the rectangle tool
with the keyboard shortcut M. We're going to start by clicking
and dragging. And the key here
is to just not let go of your mouse until I tell you we're
done with the mouse. So let's just put our cursor wherever and simply click
and drag and don't let go. So we have this square
here or rectangle. If we hold shift, it
becomes a perfect square. But you'll notice as
we're dragging it around, it's stretching to and from this left top corner because
that's where we clicked. And we can move the mouse
and change the size. But if we want to reposition this thing after
we've started drawing it, we're going to still
hold the mouse down. But if we also hold
the space bar, it sort of unpins
that top left corner. And now instead of
changing the size, we're changing the position. So that's pretty helpful.
Let's come up here to the margin and
don't drop your mouse. But we'll position that top left corner up
there in the margin, and now we can release the
space bar, not the mouse. And stretch this to be over here and we're going
to still hold the mouse. But now we've got
this one frame. As long as we're still
holding the mouse down and this frame is active, we can instantly split it into a grid by using our arrow keys. So this is the Gridify feature. If we tap the up
arrow, we get rows. The down arrow subtracts rows. The right arrow
gives us columns, and the left arrow
subtracts column. So for right now, let's set
this up so we have two rows. So we're going to tap
the up arrow once. And then we want four columns. So we'll tap the right
arrow three times. And you'll notice if we tap
and hold the shift key, we can get a perfectly square grid if
that's what we want. The other thing that's kind of wild is a lot of people ask me, What about those gaps? What's controlling those gaps? And I can show you in a minute. But if you want to continue
this game of Twister, you can also hold Command or the Control key on a PC
and then use the arrows. And you'll notice
you can actually shift the size of the gaps. It doesn't do them
uniformly, though, so you kind of have
to count to make sure you're doing them equally. And now I've lost
count, so I don't know, but you can adjust the
gaps on the fly as well. So let's be happy with this
and just release our mouse. That was a really
long time. It was like yoga with my hands. So where is this gap
setting coming from? Like, where is that
defaulting from? Interestingly, if we come
up to the layout menu and we choose
margins and columns, this gutter setting
here for our columns is where that gap size
is being pulled from. So if you have a
specific gap size that you just always want, you can put it in here, and then you'll see
it in your grids. Now you'll notice
in this example, we drew the frames first, and now we're going
to go get the images. But you can also just go
get the images and you can draw the grid with your
loaded cursor of images, and it will automatically
when you let go of the mouse, finally, it will just drop
all the images into the grid. Of course, the disadvantage
there is you're not controlling which
image lands where. So if you have eight images on your cursor and you draw
a grid with eight frames, it's just going to
fill all the frames. That can be handy,
but in this case, we want more control than that. So we drew the frames first. Alright, I'm going to deselect everything and go
get some images. So the keyboard
shortcut is Command or Control D. And
what we're looking for is eight images that their
file name begins with 02. So it's these fun,
colorful images. Here is our cursor loaded
with the eight images. Remember, you can cycle through them using your arrow keys. We're going to put
this purple one in this bottom right frame. The venous fly traps go up here. This pink image will
drop right next to it. The palms are going
to go bottom left, the cactus, top right. This yellow image to the left of the very
first one we put in, we'll put this image with
the black background up here and this purply
blue thing right there. To show you how we can take
advantage of the gap tool, I'm going to zoom in here
and I'm going to press W for wonderful mode just so
we can see a little better. So a lot of times,
when you're working on designs and
layouts like this, you might want to shift
things around a little bit. And obviously, if we
grab our selection tool, and if I just try and move this, nothing else is going
to move with it. And if I try and
just reshape this, well, I'm just
dragging that frame. But there's this tool right here that the
keyboard shortcut is you and I like to
joke that it stands for unjacking your gap settings. I don't know how you
remember that, but it's you. And when you grab this tool
and hover over the gaps, you'll notice we can grab
the gap and pull it. And stretch it around, which is really cool. And this is actually
a situation where I think it is helpful to
have autofit turned on. So I'm going to switch back to my selection tool
real quick and select all these images
and come up here in the Control panel
and enable autofit. And now when we
pull these around, the images scale and
move with the frame. So using the tool by itself will move the whole gap column. If you add the shift key, you can move individual gaps. So that works, of course, on the vertical running gaps
or also the horizontal gaps. So we could drag this whole thing down
or if we hold shift, we can just shift
these two frames. So you can really
customize the grid, and it's pretty fun. So let's imagine that we're looking at this, and we're
like, you know what? Let's make some changes here. Let's select this image
with the black background, and we're going to delete it. And also, let's
delete this one here. And now let's take this frame
and drag it over so that it fills this whole space
and same with this. So very easy to move
things around and adjust. And because we have those
smart guides enabled, lining this up with this
edge right here is really simple it'll just
snap into position, and we'll see that
green little guide letting us know
we've lined it up. It's really pretty
simple. But we can make this extra fancy and fun by playing around a little bit
with these corners. We saw this very early
on in this course, even in our kickstart project. So this is good review. So, for example, if we click on the yellow little dot here, that will unlock
our corner dots. So now we have yellow
dots on all the corners. And if we grab them and pull, we can round out the corners. So by default, all the
corners will round. But if we hold the shift key, we can round one at a time. So I'm going to round
this top right corner and the bottom left so that we kind of have
this petal sort of shape. Then let's go over
to this image. And again, to access
the corner widgets, you have to click the little
yellow corner widget. I'm going to shift
click and just drag both of the top corners in. And for the cactus, I'll drag the top left
and bottom right. I'll do the opposite
here, so top right. Bottom left. It's so fun. I don't know why I just love I love doing all the corners. And finally, this one, maybe I'm going to squish
the whole thing down. And, of course, it's just
autofitting the images. It's not distorting them. If we, of course, want
to get in here and recompose how the
images are autofit, we can just double click
and grab the image, and maybe we want to adjust how it's fitting
within the frame. We can do that. Yeah. So I
think that looks pretty good. While we're here and
talking about image frames, I just want to show you another option that can
be pretty cool sometimes. So I'm just going to draw
another little grid right here. So I've got three frames in it. If I drop images
into this right now, we could have a separate
image in each frame. But sometimes there might
be cases where you want one image to appear
across multiple frames. And in those cases, you can
just select the frames. And then if you go
to the object menu and you choose path, make compound path, watch
what happens to the Xs. Now it's one big X, and it's split across
the three frames. Let me grab an
image to show you. So now if I drop
it in right here, it appears across the
three frames because it's basically one frame
with three openings. So I just wanted
to point that out, it's a cool little trick that can be really fun
to play with sometimes. So that's a look at Gridify and some of the really cool
stuff you can do with it.
81. Creating Sidebars: Now that we've built this
beautiful image grid, we are going to
work on the text. And we're going to be setting
up a sidebar situation. Before we do that, I do think I got a little
carried away, and this grid needs to
be a little bit shorter. So we've got room down
here for our text. So to get us started, let's break this into one
frame for the header, one frame for all this
big body area here. And then this and downward is going to
be our little sidebar. So I'm just going
to scrunch that up so we can have the header, and I'm actually going to
bring it over onto this page. Get out of wonderful mode. Alright, and then we're going
to click the overset text, and we'll bring that
and put it like so, and we'll crop out the bottom. And for right now, we
can put that over here. That's going to be our sidebar. This can then be
extended down below. But you'll notice
when we do this, this text flows right
back on in here. So we could keep
playing goldilocks with the different text frames and reflowing them constantly. Or we could cut and
paste the sidebar text into a new unthreaded
text frame. But sometimes you might
find that it's helpful to insert a frame
break character. So we can force this text
into a different frame. So to do that, let's
take our cursor, put it right here
at the beginning of this header right here
and we'll come up to the type menu and choose Insert break character way
down here towards the bottom, and you'll notice
there's tons of different breaks you
can put in here. One of them is a frame break, and when we do that, it just pushes that into the next frame. So now, no matter how much room we create here
with the size of this frame, it doesn't matter because if you have your
hidden characters on, you can see here is
the frame break. So that's what it
looks like. So that is pushing the text over here. Now, the only thing to
keep in mind is if we shrink this to the point where
we lose the frame break, now the frame break is here. We're just forcing the text into another non existent frame. So we're in an
overset situation. So we just kind of have to know to leave room
for the frame break. Let's take this text frame here and set it to have two columns. Remember, that is a
feature of the text frame, and to make it better, we press Command or Control B, and then we can just
tap two and click Okay. So that is looking good. This is already
tagged with body, and I know that because
if I put my cursor in it and we look at our
paragraph styles, we can see Yep, that's body. But of course, we
want this to have a nice fancy drop cap
like our other article. So let's come over
here and apply the drop cap style to
this first paragraph. And we see it gives us our
nice on brand font right here, and it sets the
first three words in small caps thanks to our
character styles, ya styles. So now let's take this frame and we can drag it all
the way to the bottom, and we won't have to worry
about the sidebar text sneaking back in
here because we have that force frame
break character. So we can drag this in here. And we're going to
style this frame. So for one thing, let's fill the frame with the
brand green color. So if we come up here
to our Control panel, make sure we are targeting the container,
meaning the frame, not the text itself, but the container, and
we're going to come down here and set it to green. Next, let's add some inset spacing so the text is not smashed up against
the edge of the frame. And just like the column setting that we just
edited over here, this is found in the
text frame option. So to make it better, we
press Command or Control B. We'll leave it set
to one column, but and let's turn
our preview on, here is the inset spacing. So we can set this
to, let's say, 0.25. And you can unlink them if
you want them all different, but in this case, let's
keep them the same. And let's align the
type vertically. So, you know, it's at
the top of the frame, but let's have it be centered within the
frame vertically. We do that in the same place here under vertical
justification, we'll change it to center. And sometimes when you do this, depending on your font and
the text that you have, you may look at it and
think, that's not center. And you can typically fix it by coming here to
the baseline options. Basically, we need to tell in design how we want
to determine center. Are we going to base it on
the ascending characters? Are we going to
base it on letting? Or in most cases, I find what tends to fix it for me is if I switch
to cap height. But again, it's
going to depend on your text and font and
what you're doing. And then we can click Okay. And just for fun, let's
round the corners here so we can click our
yellow corner widget and then shift drag
the two right corners. So it's like a little petal. Now, of course, we want
to style the text inside. So let's grab this
little header here, which is currently an H two. Let's change that font
to allotropic bold, and we'll set it to 18 points. And we'll create a new
paragraph style for that by Alt or Option clicking
to create a new style, slurp up those settings, and we'll call it sidebar head. And we'll click. Okay.
And before we move on, let's adjust this from five
columns in width to four. So I'm going to grab the grid, and that's going to be
a four column grid. That is a little better. And we'll take this guy and took him over and shorten him up. Yeah, that way, we'll have a little more breathing
room over here. And I can see we're
getting a line break here with a hyphen
in this heading. So let's put our text in
our new fancy sidebar head, and let's edit that to get
rid of the hyphenation. So we can right click on the style and choose
Edit sidebar head, and we'll come down to
hyphenation and just simply uncheck it
and click Okay. But I think this leading
needs an adjustment, as well. So if we select that
header and look up here, the leading is 14, and if we set it to auto, it jumps to 20, which I
think is a little much. You'll notice that
there are parentheses here, that indicates auto. So if you see a number for
the leading with parentheses, that is the auto setting. I'm going to set it to 18, and then we'll update
and redefine the style here by right clicking and
choosing redefine style. Now, we are going to turn these into bullets,
but you know what? We're going to spare ourselves
from having to recreate a bullet list style and the character style to go with it and those
custom pink bullets. We're going to import the styles that we
created in our brochure. Yes, that's a thing, and we can do it,
and it's awesome. So let's go to the
paragraph style panel. Go to the menu,
and we're going to choose load paragraph styles. And we're going to navigate to our finished brochure folder. And if you did not do that and you didn't
save it, that's okay. You can open the finished
copy in the course files. But we'll load this.
So here on the left, we see a list of all
the incoming styles. We can see which ones
are paragraph styles and which ones are
character styles. And we can also see if any of the incoming styles have names that conflict with
our existing styles. And then we can determine how
we're going to handle that. But right now, we're
going to uncheck all, and the only ones we care
about are bulleted list. And then we care about the pink bullet character
style that goes with it. So you'll notice by clicking on bulleted list in design
Auto selected Pink bullet, because this is the
character style that we baked into the paragraph style that gave us our cool bullets. So here's a little
definition of the style. I can never make sense of this. It's so hard to read. We
can look if we're not sure. What did we do? Oh, yeah. Okay. So we have all that set.
So we'll click Okay. And now we see that our bulleted list style has shown up in our
paragraph style panel. And if we look at our
character styles, here's our pink bullet. So we can go to the
paragraph panel, and if we have this
text selected, all we have to do is
click bulleted list. Ta. And there is our text. And I have a bracket
here for some reason. So I'm going to get rid of
that. But that looks great. And if we want to
change it, like, I kind of wish there
was less spacing in this case between the
bullet and the text. So let's go back to
paragraph style so we can right click and choose
Edit bulleted list. And from the smorgasbard here, we're going to choose bullets and numbering, slide it over. Down here, let's actually reduce the left indent to 0.125, and the tab position
can be 0.31 25. I'll click. Okay. So we could recycle a paragraph style and character style from a
different document and then tweak it to work
in this document. So cool. And by the way, paragraph styles are like many of the settings
in in design. If you load or create
paragraph styles that you just want to have in your
styles at all times, do it with no open documents, and they'll be there
whenever you need them. I'll also point out where we don't have to create it here, but just remember that
if you're working on a long document and you are going to have
a lot of sidebars, you can save this setup
as an object style. And that would make it easy
to style and, of course, edit all of your sidebars, no matter how many you
have in your document. It's powerful stuff for sure.
82. Breaking Text Threads: Before we move on, I want to
show you one little trick, kind of a little hidden feature that can sometimes be
really, really helpful. So as you recall, we have three threaded
text frames here, right? We have the header that is
threaded here to our body, the article itself,
and then we have this cute little side bar. So let's just say that
for whatever reason, we don't want this
one threaded anymore. We've learned before
that we can unthread a frame by simply
clicking on the port that is bringing the
text into it and then clicking again
on that same frame. Now this is a free frame, and our text is again
overset here because we have that forced frame break character
hanging out right here. So in this case, we
would need to copy and paste the text to put it back
in here. So, that's fine. That's one way to do it, but
it's kind of clunky and it might be a real pain
depending on your setup. So if you find yourself in a situation where
you want to unthread the frame and not mess around with having to copy
and paste the text into it, there is a solution
exactly for that, and it lives under
the window menu. In the utilities
panel under scripts. So there's three folders here filled with all kinds
of powerful scripts, and there's so many you
can download from the web. Amazing brilliant people create scripts and share them
with the community. And it's incredible the
things they make, truly. So this one lives in
the community folder, and it's called
Break text Thread. So if we double click on it, it's asking us how we
want to break the thread. After the selected text
frame, which in this case, is the last frame in this whole threaded story or
before the selected frame, which is what we're
going to do here, you can have it break
all the frames, or there's also an
option to have it break things based on paragraph styles,
which is pretty cool. But in this case, we'll choose this top option and
we'll just click Okay. And it tells us it
broke one thread. Okay. And look at that. It
broke the thread, but it kept the
text in the frame, so it didn't reflow
back over here. So this is just a free script. It's already in in design, and in certain situations, it can really save the day.
83. Text Wrap Made Simple: All right, friends,
believe it or not, we are at the last two page
spread of our magazine. Amazing. To get started, we're going to change
the column setting for these two text frames
from one column to two. So we can start by clicking
the first frame and then shift clicking the second so that they're both selected. Now, you can actually change the column settings up here in your Control panel
as long as you have the frame selected
with the selection tool. So we could come up here and just click the little up arrow, and that will change
the setting to two. But you'll also recall that
the column settings live in that text frame options window
here that we can get at any time by pressing
Command or Control B for better text frames. And you may have
noticed that the header here did not split
into two columns, even though it's in
the same text frame. Because, as you might
recall, previously, we set up the H one paragraph style so that
it would span columns. So no matter how many columns the text frame is set to have, the H one text will
always span them. So this is a great example of where doing that little
bit of work ahead of time pays off and saves us from having to do more work.
Now. Pretty cool. That's the power of styles. Next, we're going to
place an image in here, so let's click away to
deselect the frames, and then you can press
Commander Control D to drop in an image. The one we are looking for is this lovely Bonsai tree with
the pretty purple flowers. I don't know what type of tree that is, but it's very cute. We'll select that, and
we're going to drag a nice big frame for
it about like so. Next, we're going
to add a circle behind the tree to be
kind of like a sun. So let's press L for
the Ellipse tool. Remember, the circle, like
we learned in Gratifi, as long as you're still
holding your mouse down, you can use the space
bar to reposition it. So I want to have the tree kind of breaking out of the circle,
but something like this. Then we're going to
add a fill color. So we'll come up here
to the Control panel, and let's choose our
nice orange color here. Click to close that, and we
can send this to the back by right clicking and choosing
Arrange, Send to back. This looks so good. Alright. So we obviously need
to add some text wrap here. Now, if you were traumatized by our earlier foray into Texrap and making an
object style out of it, I think that was a good
learning opportunity, but it was also a lot,
and I totally get that. This time, we're just going
to keep it super simplified. So let's just add a text wrap and not
worry about a style. So, in that case, we can select this tree that doesn't
have a clipping path. It just has the transparency. So from the TexrapPanel, which I've got over here, but you can find from the Window menu by
choosing Text Wrap. Here we want to
choose this option, which tells in design to wrap the text around the
object's shape. And now it's saying,
based on what shape? We could have it detect edges. We could use the Alpha channel, or we could set it to
the same as clipping. But because we didn't put
a clipping path here, we'll choose Alpha channel. And then we can come over
here and add a little buffer. We'll set it to 0.125. So this is totally fine. And, in fact, I think text wraps are not something
you would always want to put in an object style because
each text wrap situation is so unique and dependent
upon the object. So it's okay to not
style everything. That's my point. Alright, then let's also select the
orange circle back here. And you'll notice it's pretty hard to select because
it's in the back. So like, I'm clicking on stuff, and we're not going to get to it because it has the tree on top of it and it has two
text frames on top of it. So to select something
from the back. There's a few ways to do it. A sure fire way is
to come over to the Layers panel,
find the object. In this case, it's
just called circle and then click to put a
little blue dot here, and you can see that now
the circle is selected. So that is a sure
fire way to do it. I'm going to get out of
there, and I'll click to select the tree again. So now the tree is selected. But a little trick for selecting objects
in the back using the keyboard is to
hold down command or control, and then click. And you might have to
do it a couple times. Like, now I've clicked to select the text frame
behind the tree. But if I do it again,
now I've got the circle. So we can add a text
wrap to that, too. We'll come over here to
our text wrap panel, and we'll have it go
around the objects. Shape and we can buffer it out to 0.125.
It's so hard to see. Now, see, I lost my selection, so I'm going to
command or control and click twice to get it back. You'll notice if
we set it too big, it's going to interfere
with the header, which we know we can override, but we'd have to move this text to a separate frame to do it. So we could cut and paste. We can shrink this down and
then port it. There we go. And ignoring textAp is one of those better
text frame options. So we can press Command or Control B and we
could set that to ignore TexrapO we also
made a style for that. So we can just click the style. And we can see I've got more text from down
here in this frame, so I just need to
shrink that frame. Push the text down here, and that looks good. Let's put our cursor in here and apply our drop cap style. That looks good. All that's left is to add some pull quotes.
84. Creating Pull Quotes with Anchored Objects: Pol quotes are a great trick to have up your
sleeve as a designer because we can use them to add interest to a
layout visually, even if we don't have graphics. So it's great for breaking
up long areas of type, and they can really elevate
the overall layout. Before we do that, I
just realized that when I created this frame here when we were
separating this text, I didn't change the setting of the new frame to two columns. Did you Did you catch that or were you along with
me on the ride, and you just now notice, too. So let's change that
back to two columns. There we go. Pull
this up like that. And let's have this text frame
the same height like this. That looks good. Right. So we're going to build
pull quotes here, and I actually have a couple of quotes down here that
we're going to use. So as the name implies, we're going to pull
the quote out of the text and then create its own special text frame and paragraph style to help
it stand out visually. And that is where the
added interest comes from. And we'll be setting
this pull quote. Once we get it built. We're going to be setting it as an above line anchored object. So we've seen inline
anchored objects up here. Where we have these little guys, these are inline
anchored objects. So they flow with
our text like that. So this is going to
be another type of anchored object that this
time we call above line. And you'll see why shortly. So let's grab this
text here, this quote, and I'm going to exclude the quotation marks
because I don't want them. So I'll just command
or control X to cut that from our story here. And I'm going to zoom out and come over to the pasteboard. I need to get out
of wonderful mode, and you got to be careful
if your type tool is active and you're hitting W all the time for wonderful mode. You're going to have
Ws in your text. So you always got to
know what's selected, and that's why that keyboard shortcut to deselect
everything is so handy. Alright, so let's grab our
type tool and just draw a frame and paste
our quote into it. Now, we're going
to style this by making it allotropic, bold. We're going to set
it to 18 points. We'll set the letting to Auto. We want to make sure we
don't have hyphenation, so we can grab that from the paragraph formatting
controls over here, or I tend to just grab it
from the overflow menu. So we'll go to hyphenation,
uncheck hyphenate. Okay. So this is how this text is going to be
styled to really give it some visual separation from the body copy that it is
going to be surrounded by, we're going to add
paragraph rules. Remember, we saw those before as the lines that we can
build in to our paragraph. So last time, I think we
set that up by coming to the overflow menu and
choosing paragraph rules. But this time,
let's just do it on the fly while we're creating
this paragraph style. So with our text selected, let's go to our
paragraph style panel. We'll hold down Alt or Option
to create a new style, and we'll call this pull quote. We're not going to
base it on anything. We want to make sure we apply
it to our selected text. And then we can
come over here to the Paragraph Rules item on
our smorgas Board of Choices. Remember that our choices
are above and below. So we're actually
going to use both. So let's choose
Rule above first, and we'll click to turn it on, so we can see it here. By default, it's one point. I think that's fine, but
let's change the color to our hot sauce
botanical green. We'll set the width to column, and now we need to increase the offset so that
it appears up here. So I'm going to
set this to 0.375. So that looks good
for the rule above. Now let's go in here
and choose Rule below, and we're going to
turn that on too. Again, we'll set the
color to HSB green, the width to column, and the offset is actually going to be a different value because of just how
it's calculated. So whatever looks
good to your eye, I think I'm going to
do 0.2 and hit tab. That looks fine. I'm
not going to obsess. Okay? So we're happy with this. That looks great. We'll
click Okay, boom. So here is this cool thing that we have now for our pull quote. And the lines we didn't
have to create manually, we just baked it into
the paragraph style. So what are we going
to do with this now? Let's drag it over here. And what we're going to do
is anchor it into our text. So by way of review, we do that by dragging the little blue icon
here into the text. And remember that if we alt
or option drag when we do it, we can anchor it and also tweak the settings
at the same time. Generally, it's a
good idea to create a paragraph return
for the pull quote. So let's switch to the
type tool by pressing T, and if we click to insert our cursor here
after this period, we can hit Return so that
we get a paragraph here. So this pull quote is going
to occupy this paragraph. So now we can switch back
to our selection tool, click on our little pull quote. And we're going to hold
Alt or Option and drag the little blue dot to the little paragraph
return right here. And when we let go,
we get this box. Hopefully, remember
this from earlier, where we had to set all
these reference points and we were doing
all kinds of things. This will be a much
simpler version. Here, for position, we are going to choose in line or above line. You'll notice it immediately
snaps into the text frame, and we'll have to adjust it
to make it the right width, but that's easy.
We'll do that after. Our choices are now
inline or above line. Anytime you paste something
into an active text frame, it's going to become
an inline object. That's what happened
in our forms, when we pasted in the line. It's the same thing that
happened when we pasted in our little water drop and
the soil and the sun icon. Here, we actually
want our pull quote as an above line object because you'll see that creates space for it in the text column. So for the alignment, we want to align it to
the left of the column. And here we can tell it how much space we
want before or after. So we're going to need a
little more space before. And for after, I think it's actually going
to depend on the box. So let's click Okay
for a minute because I forgot to shrink the box up. So we want the box to be on
the text because it's going to play a role in defining
the space before and after. So if we have this
dragged out here, then we would be choosing our
settings based on the box, which could vary, obviously. So we want to make
sure that we're basing the settings in the style
on the text itself. Oh, we can get back
to those settings by, again, Alt or Option clicking on the little Anchor. So let's see. So space after, I think
it's okay to leave at zero. And we'll go ahead
and click Okay. So now we can create an object
style for the pull quote. And we can tell it to bake in the paragraph style so that every time we
want to apply this, we don't have to apply
a paragraph style, and then an object style. We can just apply
the object style, and it can carry the
paragraph style with it. So let's go over to our
Object Styles panel, and we'll alt or option click, create a new object style. We'll call it
anchored pull quote. And over here, in
our smorgasbard, we want to include the
anchored object options. So we're going to uncheck
everything except this by holding Alt or Option and clicking
once and twice. And then to also include
the paragraph style, we'll come up here
and change that from being unchecked to checked. So it's slurping in
the paragraph styles, and the anchored object options. And then we can click Okay. We'll come back over here, and here we see we have another one. So we'll select the text, cut it to the clipboard by
pressing Command or Control X, and we can delete all this extra returns
and stuff in here. There we go. You can press Escape to get your
cursor out of there, press T for the type tool, and we'll make
another little frame. We'll paste in the text, and then let's bring it up here. So we need to anchor
it someplace, and then we'll apply the style. So we're going to put it here after the paragraph ending
with the word glass. So let's get our cursor in
there. We'll hit Return. Then we can press Escape to get our cursor out of
the text frame, so we can press V to
get our selection tool and click to grab what
will be our pull quote. And we're going to
anchor it. We don't even have to alt or option drag the little anchor because
we don't care about the settings because we've already baked them in over here. So we'll just take
the little anchor, drag it to that return, and then we're going to click
anchored pull quote to Da. It applies our paragraph style, which includes these
cool lines up here, and it turns it into an above line anchored
object so that it just exists in the frame in
the text frame with the text. All that's left to do is make
sure we have the width set right and drag the bottom of the box so that it's within the paragraph rules so that it's not
affecting the spacing. And we don't even have to apply text wrap to this because as an above line
anchored object, it gets its own space within
the flow of the text. Just remember that these
pull quotes are comprised of the actual paragraph
style itself and the anchored
object settings. But because we are able to bake the paragraph style into
the anchored object style, when we want to create these, all we have to do
is apply it here. The cool thing is, if we edit the paragraph style
for the pull quote, it will automatically
carry the changes through. So if we want to
change the color of these lines, for example, we could just edit
the pull quote, and in design would
take care of the rest. So at this point, this
layout is also done. Make sure you save your work, and we are ready to apply the final polish and finishing
touches to our magazine.
85. Using the Glyphs Panel & End Marks: One of the things that
can add a lot of polish to a magazine layout
is to use end marks. And we're going to start by setting one up here on page 11. If we zoom in to the
end of the text, maybe you've seen, in some magazines where at
the end of the story, there's a cute little
leaf or some sort of flourish here that indicates
the end of the story, and it's just kind
of a nice thing. Plus, it gives us an excuse to learn about the glipsPanel. To get started, we
want to make sure we have our cursor active here, and I'm going to add
a space in here. And I'm going to get
out of wonderful mode. Alright, so there
we are. So here we see our space character and the little Octathorp or hashtag pound sign indicates
the end of the story. So to add a fun
little glyph in here, we're going to open
our GlipsPanel in every other Adobe up
that has a Glips panel, it lives under the window menu. But in design, because
it wants to be special, it lives under the type menu. So we're going to choose
type and go to Glyphs, and the Glyphs panel
is a magical place. So if you're not
familiar with it, this is a cool place to
hang out and poke around. It's essentially a collection of every single symbol
that a given font, in this case,
Montserrat Regular has. So we're looking at
every you can see all the different language support characters that it has. Here we have a bunch
of different Dingbats. There's just all kinds
of things in here. This is how I knew about the characters
that I wanted to use for the bullets because
before recording the video, I had planned it
ahead and I had spent some time splunking it
around in the Glips panel. So let's go in here to
our Minion Pro font. So down here at the bottom, we can just start typing
Minion Pro and hit tab. And now we're looking at
glyphs for Minion Pro. And Minion Pro has lots
of glyphs options. So here are some of the
cute glyphs that you might commonly see at the
end of a story. So they're all
labeled as bullets. If you hover over
them, you'll see the little flyout
says they're bullets. Oh, I'm going to
go with this one. Pick whichever one you like, and you can insert it into the text by just
double clicking. And you see, we get the little
character just right here. So we've double clicked
to add this here. Just while we're
here, I'll just point out when you are
exploring your fonts, you set the font down here
that you want to explore. You can change the size of the previews by clicking on these little mountain buttons. And up here, you can filter to show the entire
font or over here, if you have an active selection, like a highlighted
character over here, you can see what the alternates
are for that selection. You could just look
at the numbers in a font or any number
of categories. But I will say that my
experience has been that font designers categorize glyphs differently sometimes
than you might. So if you're not
finding something in the category where you think
it is, before you give up, always come back and check the entire font
because it could just be that they didn't categorize it or they categorized
it differently. So you just want to be
aware of what you're actually seeing right up here. Along the top, we can
see a running list of recently used glyphs.
So that's really handy. And now that we've added this, that also appears
up there as well. So I like to have my Glyphs
panel available all the time. So I keep it docked over
here in this column here. So I like to have my
paragraph styles, character styles,
and then Glyphs. It's easy to mix up the icon because the Glyphs icon is an A, just like the character
style icon is an A, but the Glyph A is fancy. So that's how you can
remember what it is. It's one way to access amazing font features
like ligatures, stylistic alternates,
all that kind of stuff. Now that we have this little
end character in here, if we look at our
paragraph styles, we're going to have an
override because this is Minion Pro and this is not. So we can fix that
by selecting this, and by the way, you'll
notice if we hover over it, we get this flyout. This is a little shortcut to what some of the options
are in the Glyphs panel. You might see this
with certain fonts. If you highlight a
capital R, for example, maybe it shows you three different capital Rs that
you can choose from. At this point, if you
want to change the color, you could come up here and
apply a different color. Originally, I liked
having it be green, but now I've changed my mind, and I'm just going
to keep it black. But you do whatever you like. And then let's go to our character panel with the regular A, not
the fancy one. And we're going to
alt or option click to create a new character style, and we'll call it End Mark. And we'll make sure that it's applied to the selection,
and we'll click Okay. There's a lot of ways to work with these end Mark characters. You can put them in
separate frames and add them as an inline
anchored object. We can style them with paragraph styles and object
styles and all of that, but we're just going to
keep it really simple. So let's just copy this and
we'll go up here to page nine where we can insert our cursor and paste
it. So that's that one. I don't think we would want
to add it to this stuff. But we would want
to put it here. So we're only going to
put it in three places. So when you're choosing which way you want to
handle these things, that's going to depend
on your project, and it might evolve over time. So maybe a document starts out being really simple and you
do things the simple way, and then it gets complicated. And then you need a
more robust solution. So it's good to know lots of
different ways to do things so that you can be flexible because ultimately,
that is the goal. So now, not only do you know how to find your Glyphs panel
and what that's all about, but we just included end marks. So I hope you feel fancy now
because you've earned it.
86. Adding Page Numbers: Magazine is really
starting to come together, but we're still missing
important things like page numbers. So let's learn how
to handle that. Because page numbers are
something that we want to apply generally to all of our
pages or at least most, we want to put them
on the parent page. Remember those? They
live way up here above the rest of the
pages in the Pages Panel, and we can jump to them
by double clicking right over here or
the pages themselves. So now, when we're
on the Pages Panel, you'll notice if
you try and scroll can't access the rest
of our document here. It's sort of like we're existing in a
different dimension. So if you're panicking
and trying to think, How do I get back
to my document, you can just double click whichever page you
want to go to. But while we're up here
in parent page and, this stuff is not visible. So to figure out where we
want to set our page numbers, we're going to draw a guide, and we draw the guides by
pulling from the rulers. And you'll notice
if we just click on this ruler and drag, we're getting a guide
just on this page. So then we'd have to
drag four guides, two for the top of each page and another two for the
bottom. That's a hassle. But if we hold command or control while we pull
down from the ruler, then we get a guide that goes
across the whole spread. And if we hold Shift, it will snap neatly to
various increments, and then we're not in here
playing this Goldilocks game. So I'm holding command
or control and shift, and we're going to
drop this at 0.5. And then we'll hold
Commander control again and drag another guide
and then add shift, so it snaps neatly and
we'll set it at 10.5 ". So this is now
sitting a half inch in from the top and the bottom. Now let's create the text
frame for the page number. So we can just use
the type tool and just click and drag
out a little box. And to automate the
page numbering, we are going to make use of
something called a marker. So we'll come up to the
type menu, and down here, we're going to choose
Insert special character Markers
current page number. And when we do that, it's just going to show us the letter A. The reason it says A is
because we're currently on the page called A Parent. But don't worry when we're done. This will have the
right page number for the respective page
that it ends up on. But right now, we can just
go ahead and style this. So maybe we start by going to our paragraph style
and just hitting body. That'll give us a
good starting point, Maserat ten, regular. And actually, I
think that's fine. Let's just leave that with
the body, at least for now. So let's grab our
selection tool, and we'll drag this
down to sit right here. So if we zoom in
and look at this, the page number is sitting
right on this guide. So I'm going to double
click to tuck this up and make the box a
more reasonable size. Then we can copy it
Command or Control C, and paste it Command
or Control V, and then we'll put this one right over here on
the right hand side. And we need to write align this so we can
grab the type tool and change the alignment
or we can do it with our keyboard by pressing
Command or Control, Shift R for write alignment. Nice little shortcut. All right, we'll worry about
the styling later. Let's see how this is looking. So we've got them on
their respective pages. Let's see how it
shows up on page two. So if we double click on page
two, we don't see anything. What the heck? Let's
look at page three. Nope. Page five?
Up, there it is. Now, why do you suppose
it's showing up on page five, but nowhere else? If you answered
because the images are on top, congratulations.
You win. That's correct. So what
are we going to do? Let's go back to our a parent, and let's go to
our Layers panel, and we'll click to
add a new layer. To move these to the new layer, we need to select them both. We can do that here in
the Layers panel two. And then we just drag the
little dot up to the layer two, little socket, and
that will move it up. And we know that
it's been moved up because it appears with
a red outline now, and that is the default color
for things on layer two. So now let's go back
and check page two, and I'll be in wonderful
mode so we can see. Okay, so that looks good. Now, it's hard to read here. Oh, really hard to
read over here. It's pretty much fine as long as there's not a busy
photo behind it. I can't see it at all over here. So let's go back to
our parent page, and we need to do something to this to
make it easier to read. And I think the
best way to tackle this would be to add
paragraph shading. If we just fill in this
box with a fill color, then we're going to
have this big long box, and the text might only take up, you know, the small
little bit of it. That's one option.
But if we want the shading to be responsive
to the actual text, then we want to do that
with paragraph shading. So to do that, let's
grab the type tool, and we'll click in here
to make this active. And paragraph
shading, of course, can be found in the
paragraph style settings. But sometimes, again,
it's nice to just work here first and
then slurp it in. So if we want to do that, you can find paragraph shading in the little overflow menu up here under paragraph
borders and shading. So let's enable our preview, and the top here, we need to go to the shading
tab and enable shading. So this is what it
looks like when the shading is black
and the tint is 20%. I think we should set
the tint to 100%. Oh, not zero, 100%, and we'll make the width
be the size of the text, but then let's offset
it a little bit, maybe an eighth of an
inch on all the sides. So it's going to be
text with, like, a little bit of a box
around it. Click Okay. Now, of course, we can't see
the text because it's black. So let's change that to paper. Now we just have a nice little
block for our page number. So let's create a
style for this now. Now that we know we've
got it set, pretty well, we'll come in here
to Paragraph Styles, Alt or Option click, and we'll call this page number. We can base it on body, since we literally did do that and we'll leave it
applied to the selection. Great. Now, if we come over here and we do the same thing, we lost our right alignment. We could use a right
justified tab here, but because we added
paragraph shading, the tab character
would also be shaded, and that's not what we want. So let's press Command or
Control Shift R to get it back, which gives us an override, which we can fix by making a separate style for page
number aligned to the right. So let's alt or option click to create a
new paragraph style, and we'll call it
page number right, and we'll base it
on page number. That way, we only ever
have to edit one of them, and it will automatically
update this one. And we'll click Okay. So now if we pop back to
one of these pages, we can see that our page number now has a little box around it, which makes it so we
can actually see it. Finally, we should
check real quick. If we come up here
to our cover page, you'll notice we have
page numbers here. As well as on the back cover, and that's just goofy.
We don't need that. The page numbers are, of course, showing up because the page
numbers are on the A parent and the A parent is applied to both the front
and the back cover. So all we have to
do to fix it is swap the A parent
for the non parent. We can just take the NN page right here and drop
it on page one. We can also right
click on page 12 and choose apply
parent to pages, then it'll ask us which
pages we want to apply and which parent and it's
prepopulated with 12, and now we can just say none. And you see, it's
instantly gone. So, how are you feeling? Good? I hope. I
know. It's a lot. Get up, stretch,
take a deep breath, and know that you are
learning amazing skills that so many people who have been using in design for a very long time don't even know about. So take a minute and congratulate
yourself for working through this beast of a course
and making it this far. The finish line is in sight, but we still have some more
really great things to go. So I'll meet you
in the next video.
87. Editing Images in Photoshop: So our layout is finished and we're feeling really
good about it. But we just got some feedback
from our client that they want us to do a quick image edit before finalizing everything. So let's jump over to page three and take care
of this quick. The easiest way to get an
image from InDesign into Photoshop is to
simply hold Alt or Option and double click on
it with your selection tool. So here we are in Photoshop, and we can make whatever image updates and edits we
want to make here. So let's say we want to do a levels adjustment and
increase the contrast, I'll press Command or Control L, help this image just
pop a little bit more. That looks good.
We'll click Okay. If we wanted to come in here
and it looks like there's some elastic or stitching or something on the shirt
we could maybe edit, I'm going to grab
the remove tool and simply brush over it and
Photoshop removes it. Okay? So let's say that's it. That's the changes
we're going to make. All we have to do
is press Command or Control S to save the file. And then we can simply close it. And when we go back to InDesign, the image is already updated. Like, I was hoping I
could show you how it automatically updates and you could see the switch happen, but it was so fast, we
couldn't even see it. And we know that it
happened because if we zoom in on the
shirt over here, here's the before and
here's the after. We have a lot more color pop and saturation and contrast
in this image now. And all we had to do was
Alt or option double click. That is the benefit
of the interactivity and connectivity between
the different apps. Another way to do this is to select the image
in the Links panel, and then if you go
to the panel menu, there's choices
like Edit original, which will just choose your default image
editing program, in this case, Photoshop. Or you can choose Edit with, and then you could specify
all kinds of different apps. If you edit the image
completely outside of InDesign, meaning instead of Alt or Option double clicking on it here, it won't automatically
update here, but then you would just see
that little caution symbol letting you know that
it's been changed, and all you have to do is
hit the update button. Working this way makes
it pretty painless, even if you have a lot
of images to edit.
88. Running Spell Check: That we've got our
page numbers in here, we've edited our images, we're ready to run spell check. Pretty straightforward,
we'll go to the edit menu choose
spelling, check spelling. The main things you
want to know here are that you can choose
what you're searching. So whether that's
the entire document or all of your open documents, or if you have certain
text frames selected, you can limit your search to specified text
frames as well. So just double check so you know you're checking what
you mean to be checking. Whatever it stops on, it's going to also list down here some suggested corrections. So your choices for how you handle all of this are you can skip whatever it's suggesting
and leave it unedited, or maybe there's a correction
that needs to happen, but it's not anything
from this list. You can also just put
your cursor in here and type whatever you
want it to change to. So maybe you were so wrong that it's not even recognizing
what it should be. You can just make
the change here. And then you would hit change. In this case, I'll
just hit skip. Here now we've
landed on Monstera. Let's say that this is one
that I know I'm going to run into a lot and I want to
add it to my dictionary, so I don't have to stop
and skip it all the time. Down here, we can add it
to our own dictionary. We can choose whether it's case sensitive or not, and
then we can just click. What's nice is that if
you make a mistake, you can change the direction. So if you want to
go backwards now, you can switch and
then hit Start and it'll go from where you were and it'll move in the
other direction. That's nice. And you can also actively edit the text
while this is open. So if you find something
weird going on, and you're like, Oh, it's
flagging the Phi from sci fi. You can come right in
here and just change it. So you could just keep
typing like that, and then when you're
ready, you could just hit Start and
it will continue. If you make mistakes that you've added something to
your dictionary that you didn't mean to, you can click here to go
into your dictionary, and here you can see a list
of things that I have, and maybe I don't want
Monsteras in here. After all, I can just select it and hit remove and
then click Done. So we'll just pretend we've spell checked our whole
document, so I'll hit Done. And if later, at any time you want to go back and work
on your user dictionary, you can always find it
under the Edit menu by choosing spelling
user dictionary. So obviously, it's always a
good idea to run Spell check. I usually run it over and
over again because even after I've made all
the corrections and got everything cleaned, if I've done a lot of
work in the document, it almost never fails that I've inadvertently got my cursor active in a text
frame somewhere, and I hit a shortcut key. So I end up with lots of Vs and Ts in my text just from
working and in design. So, thankfully,
spell check makes it pretty quick and painless
to clean everything up. So take a minute to work
through this document, checking all the spelling, so you really can
get a feel for how it works and make sure
you save your work, and I'll see you
in the next video.
89. Generating a Table of Contents: Friends, we did it. We are here. This is the last thing
we're going to do to this magazine layout before we package it up
and call it a day. And that is we're going to
create a table of contents. And while it might sound
daunting and awful, it's not. Because we've done the work
of using paragraph styles, InDesign is going to do
all the work for us. So we're going to be placing our Table of Contents
here on page two. And in order to
make space for it, we're going to recompose the way this image is
fitting in this frame. So we can double click
with the selection tool. Then we'll hold Shift
to keep it proportional and just drag it more. And if you need more room, you can press Command or Control minus so you can really see. So it doesn't have to be far. Our Table of Contents
is pretty small. Alright, so to do this, all we have to do is come
up to the layout menu. And choose Table of Contents. Here, we want to make sure that we are viewing all
of our options. So we want to click to expand this and make sure
we're seeing everything. First thing is we need to give our Table of Contents a title. So this will actually appear at the top of
our Table of Contents. So InDesign is actually
going to generate text and hyperlinks,
and it's amazing. And I'm simply going to
type the word contents. Over here, we can choose one of our existing paragraph styles
to style the word contents. So here, it makes
sense that we're going to set this to H one. Now, underneath the title, where it will say contents, we need to have the entries
in our Table of Contents. And rather than looking through our layout and
trying to figure out which articles are which and typing all the
titles in here, we can make use of
our paragraph style. So what we want is
that every article in our document shows up here as an entry in the
Table of Contents. Conveniently, they're all
tagged with the H one style. So we can select H one
here and click Add. So this is a list of all the
paragraph styles whose text will be slurped into our Table of Contents
and show up as an entry. So this will make more sense maybe after we make this thing. Down here, it's asking us
what style we want to use to format all of our entries because we don't want them
to show up as H ones. That's great. In the piece, they should have
nice big headers. But here, in the
Table of Contents, they're actually going to
be listed under the title, which will be styled with H one. So here we want them
to look differently. So for the entry style, we're going to choose
this mysterious style, which does not yet exist. InDesign includes it here so that it can just
easily style the text, and then we can edit the style after InDesign makes
the Table of Contents. So we're going to
choose that Table of Contents, body style. For page number, we want that
to appear after the entry. So on the left, it'll say, welcome to your plant era, and then to the right of that will appear
the page number. Then what do we want to have
show up between the entry, the end of the entry and the beginning
of the page number? The default here is a tab. So that's what this
carat T means. Let's go ahead and remove that, and we're going to
replace it with specifically a right indent tab. So when we click on that, we see that the code for
that is carat Y. So it's really nice to
have this little menu here with some common
choices to fill this out so you don't
have to know in design speak for a writ
indent tab character. Here we can choose
any character styles that we want to apply to either the page number or the space between the
entry and the page number. We'll leave these
set to none for now. Down here in our more options, we want to make sure we
enable PDF bookmarks. That makes it easy to navigate the PDF version
of the document. And that should be it. So all we have to do
now is click Okay, and we get this loaded cursor. And now we can come over
here and we're going to click and drag out a box. And can you even? Look at that. Let's look at it in
all its glory by pressing W. It's all automated. It's not styled yet. This is the default style that InDesign just made up. So
we'll take care of that. But check it out. Here is our title for our
Table of Contents, and these are all
of our entries. And you'll notice they're exactly what all of
our articles are. So here where we have exotic
blooms, on page eight, it knows this is the title
of an article, therefore, an entry because this is styled with the H
one paragraph style. And when we built this
Table of Contents, we told it to pull the entries
and create the entries from text that is tagged with
the H one paragraph style. So hopefully you
can see how really important it is to
actually use styles. Alright, but of
course, we want to restyle how this is looking. So let's grab our type tool, put our cursor in here and
go to our paragraph style. This is Table of
Contents body text. So this is that style
that InDesign just made up for the purpose of
our Table of Contents. So to edit it, we'll just do it in the paragraph
style itself. So let's right click
on the style and choose Edit TOC Body Text. We'll come over here to
basic character formats, and we're going to
change the font Mind defaulted to Minion Pro, but we can change that
to Montserrat, regular. We'll leave it at 12 points. Let's change the
case to all caps. Can move this over
so we can see. Then let's come down
to Idense and spacing. And let's add for space after, let's bump that up to 0.125. So you can see that's
going to spread out each of those paragraphs. And if you think about every table of contents that
you have seen in your life, you've probably seen
little dotted lines running between the entry
and the page number here. Maybe an earlier version of
yourself has created that by putting your type
tool in here and just hitting period period period
period over and over again. And that works. We've all been there.
We've all done that. But there is a much
better way to work, and that is to use something
called a tab leader to lead the viewers eyes from the entry to the
corresponding page number. So here in our paragraph styles, we're going to come
down here to tabs so this workspace tends
to be awkward and clumsy. At least I find it
to be that way. So I always kind of
cross my fingers and make a wish when
I'm working in here. But I think it's going to be
pretty easy in this case. So what we need to do is simply add a tab
to this bar here, and we can just do that by
having a tab selected here, and we can just come
over and just click. That's all we have
to do. Then down here where it says leader, we can put our cursor
there and we're going to type period space. And there are lots of
different ways to do this. But this is pretty much the
most straightforward way. So we're going to
keep things simple. This means that
between the end of the entry and the number, we're just going to
have period space, period space, period
space, just repeat. So you'll notice as
soon as we hit tab, we get all these lines in here. So I'm going to move this
out of the way so we can see and you'll notice if we
grab our little tag here, if we move this to the
left or to the right, it's not even
affecting the dots. So it really doesn't
matter in this case, where you put this tab. You just need it
in here somewhere. And the leader needs
to be that period. If you just do a
period by itself, there'll just be closer
spaced together, and we'll click Okay. How slick is that? Amazing. So again, all
we did was come up here to the layout menu and
choose Table of Contents. Then we told it what
we wanted to call our Table of Contents and
how that should be styled. We told it where to
pull our entries from. In this case, it was
everything tagged with H one. We told it we wanted our
numbers to come after the entries that there should be a right indent tab between them. We wanted to include
PDF bookmarks, and then we just
drew a text frame, and it made this box and
created a new style for it, which we then could update to be the right font
that we wanted, and we added tab liters. That's all there is to it.
The only thing to know about the Table of Contents is that if we make a
change to any of this, if we go into exotic
blooms here and maybe we change it from
blooms to flowers, it's not going to automatically update
unless we come in here, we can click it, and then
we need to come back to the layout menu and choose
Update Table of Contents. We click Okay and look at that. Now it says exotic flowers. So cool, right? Now,
aren't you glad that we made use of
paragraph styles? I told you they were cool.
90. Adding Hyperlinks: Okay, friends, we thought we
had this thing in the bag, but the client just reached
out and said they also want to be able to distribute
this magazine as a PDF. And because the QR code on the cover that
links to the website is intended to be scanned in person from a printed
version of the magazine, they want us to add some
hyperlinks on the back cover, as well, so people can click
on them in the PDF version. Thankfully, this
request is an easy one. So what we're going to do
is make the logo clickable, and then we'll also add a little URL down here that
will also make clickable. So to start with
this logo selected, we'll come up to Window
interactive Hyperlink. We'll click the Plus
button to create a new hyperlink from this
little logo right here, we'll set the link to URL, and here under URL, we'll type in our clients URL. So hot sauce, botanicals.com.
And we'll click Okay. Here we see a list of all the
hyperlinks in our document, which right now is just
this one we just created. It's showing us that this
logo has a hyperlink associated with
it that goes here and it lives here on page 12. The Hyperlinks panel comes with its own
preflight situation. So it is monitoring the links
to make sure they work. And right now, we see
this little red dot, which is telling us that
this URL doesn't exist. So in that case, we would
want to double check, and we could do that by actually just
clicking right here. Here we can see
it pulls it up in my web browser and it
can't find the server. So we would want
to let our client know that there might be an
issue with their website. It's important to
point out though, that just because
this shows red, doesn't mean that it's
for sure not working. A lot of times URLs
will show red if they are behind a
paywall, for example, or sometimes if they have affiliate links baked into them, it may show red, and you'll find that when
you click on it, it opens just fine. So this is just a warning. It doesn't mean that there's
definitely something wrong. Alright, so that's
this hyperlink, so we can click away. And then let's add a little
text frame down here. We'll just write out hot
sauce botanicals.com. We'll make it Montserrat. We should probably go with bold and all caps,
make it white. Style it however you
want to style it. I'm going to center it. I think I'm going
to actually add a black fill to the box
because it is hard to see. And I'll bring up my text
frame options with Command or Control B and
vertically center the. See and I'm going to change my baseline options to
be set to cap height. That looks good. Okay, now if we want this text to
be a hyperlink, we can actually just select
it with our type tool. In addition to making
Objects hyperlinks, we can select actual text
and create a hyperlink. In our hyperlinks panel, we would just click
the little plus again, we would leak to a URL, and it's remembering
the same URL from last time, so that's great. I will point out that
there's this button here to use a shared
Hyperlink destination, which sounds really great, but it can cause some
real trouble with the document when you export it for accessibility purposes. Honestly, I don't fully
understand all of the details, but I have been warned by many accessibility
professionals not to use shared
Hyperlink destination. Down here under character style, InDesign has an automatic
style called hyperlink, you'll see that it adds an
underline and makes it blue. If you don't want that, you can designate
a different style, or you can edit the
hyperlink style, or we could choose none. But in most cases, I think
you would generally stick to the existing hyperlink because that's what people
have come to expect. In our PDF, I'm going
to leave that set to Invisible rectangle
and click Okay. Now we have two hyperlinks
in our document. They just live here in
the Hyperlinks panel, which I tend to
keep at the ready. If you find out you need
to edit a hyperlink, open your hyperlinks panel, if the item is selected, it'll show the corresponding
hyperlink here, and then you can just
double click on it, make your change,
and click Okay. So that's how easy it
is to add a hyperlink. The important thing to
know about hyperlinks is that depending on
your PDF preset, they may not be
included by default. So hyperlinks and
bleeds are two things you always want to check and then double check when
exporting to PDF.
91. Exporting & Packaging Files: All right. Our client just came back to us with final approval. Now that we've added those
hyperlinks on the back page, they have given us
the green light. To export this for print, again, we would just
choose File, Export. I'm going to put
it on the desktop and call it magazine Print. We'll choose Adobe PDF print. Under presets, you'd probably want to start out
with press quality. We want to make sure to view
the PDF after exporting. We don't need to include
interactive elements. Let's come down here
to marks and bleeds. We want to make sure we include the document bleed settings. Down here under output. Here's where we can see
that it is going to convert the colors
to our destination, which is document CMYK. We can have a peek through here, just make sure we're not
forgetting anything. We want to make sure aha. Right now, it's set to
just export page 12, so that's not what we want.
We want to export all. Like I said, it is always really important to
check and double check. All right. And those
marks and bleeds, yep. All right, then we can go
ahead and choose Export. Here, it's sending us a warning
because if you remember, on page four here, we set the document
transparency blend space to RGB when we were working
with this blend mode. So here, it's just warning us that that could be a problem. We'll have a look at it here, and then of course,
we can always double check with our printer. So we'll go ahead and
say, Okay, that's fine. So it's going to
convert everything to CMYK, so it might take a minute. You can tell that
it's processing. If you look up here and you see the little
spinning wheel. That's how we know it's working. And here it is. Oh, and you know
what else we did? We exported single pages. Aha. This is why
you always check. Let's go back and we'll
again choose File Export. Format is still a Doe PDF print. We'll replace the other file, and here we want to
make sure we are exporting spreads,
not individual pages. I'm telling you, you
always got to check. Let's go back to marks and bleeds and make sure
that is still included. Alright, so everything else
seems to be set the same, so we're ready to
try this again. And we're going to
get the same warning, and again, we'll
just click Okay. And we'll make a note to
double check here when we look at it and also
with our printer. And here's our PDF. Beautiful. So now we have our
single cover page, and then we have the
Facing Pages here. And I think this looks great. Well done. Alright. Now we can save this for PDF. And in this case,
the client wants it to be as small as possible so they can just
email it out or make it available for download
on their website, like, just a nice
little easy thing. So we'll go back to
File and choose Export. This time, we'll call it magazine web or magazine small or whatever
you want to call it. We're still going to
choose Adobe PDF print. PDF interactive is
specifically for documents that have
functionality like buttons, checklists, that kind of stuff. A hyperlink does not make
this document interactive. Does that make sense? Because people are basically going to open it
and just read it, and there will be hyperlinks
that they can click on, but there's not buttons, there's not forms to fill
out. There's not any of that. So we still choose PDF print. We'll click Save up
here for the presets, this is where we would choose smallest file size B here we're not trying to have
press quality output. We just need it to be visible on a screen and look
good on a screen. If we look here
under compression, you can see that it's going
to downsize the images. So this is part of the preset
for when it's set to small. Any image that has an effective
resolution above 150, it's going to downsample to 100, and that's part of how
it saves on file size. For marks and bleeds, we don't need them because
this is just going to be viewable online
or on a device. So for output,
here you'll notice that it will be converting
everything to SRGB space. So that's a different
color space that is more suitable for devices. The stuff we don't
have to worry about, but we do want to come
back up here to general, and here's where we need to make sure if we want those
hyperlinks to be clickable, we need to enable them here. Then we can click Export, and it's going to crank
through and make our PDF, and here it is, and
it looks great. We did the same thing.
Did you notice? Did you catch me? Were you
yelling at your computer? Cara, check the pages. So we'll go back and
choose File Export again. I'm telling you
this is real life. This is how it goes.
Still PDF print. We'll replace the old file, make sure again that we
output to spreads, not pages. Make sure we have
hyperlinks included, and then click Export. You guys think I'm
pulling your leg. But maybe I exported
it wrong on purpose. Twice. And maybe I didn't. Maybe that's a
learning opportunity. You'll never know.
You'll never know. Alright, so here's
our whole document. It looks good. Let's
test the hyperlink. So if we hover our mouse, you see how it turns into
a little clickable hand, and then it says the URL and the little
flyout, so that one works. We can check this
one. Same thing. Horay. Perfect. So our
PDFs are good to go. Everyone's happy.
The client loves it. The printer says,
Well, I've never seen such a perfect
file in my life. And we are like, done
with this thing. So let's save it. And remember, to
package it all up and make sure we don't
lose any of the pieces, we can choose file package, and InDesign will make
a copy of the file and package it in a folder
with copies of all the links. Realistically, let's review
another way of doing this that I think might be a better match
for most people. So to do that we come
to the Links panel. We're going to click
the first one, scroll to the bottom, shift click the last one. Then we'll come up here to the Links panel menu
down to utilities, and we're going to
copy Links two. This would round up
all those links. Of course, ours are nicely in a course folder because this
is a learning environment, but in real life, they might be scattered all over the place. So then I'm going to go in
here because I've got the saved in our finished
work folder, and I'll just make a new folder, and we'll call it magazine inks. And click Create, and
click Choose. That's it. So now it has copied all of these links from
their original location, and put them in the
folder we just created, which is right alongside
our finished file. And on top of all of that, it relinked them here
in our Links panel. So if we hover over
any of these links, you'll notice that the
location for the link is now on my desktop in the
folder called finished work. And then in another folder
called magazine Links. So we don't have to
relink anything. This baby is all packed up
and tucked in for the night. So we can just go
ahead, close it out and take the rest
of the week off. Why not? Just kidding. But I do think we've
earned a treat. So let's do something nice for ourselves and celebrate
how far we've come.
92. Class Project 5 - Make Your Magazine: Alright, you guys,
this one's a biggie. Class Project Number five
is a magazine. Don't worry. Your magazine does not
have to be 12 pages. I think anywhere 6-12 is good. So you're going to
create a magazine style, promotional piece
for your client based on your unique brief. So when you set this up, it's going to have facing pages. You're going to need to
build some column guides, make sure it has a bleed. You want to make
sure you're using paragraph and character
styles, text wrap, threaded text frames,
parent pages, put page numbers on them. Have some fun and includes some instance of a
blend mode change. So there's so many
different ways you can have fun with
that. So just experiment. And it's important to put in some type of table of contents. And it's really easy, right?
It's an automated thing, but a lot of people
don't know how to do it. So good on you. You do. So take advantage
and put it in there. And try your hand at
putting in a table. I mean, it could literally
be for anything. You can just have a table with, like, a schedule on
it or something. So don't overthink
it. Just have fun. And remember, you can have
Chat GPT write articles, pretend articles for
your pretend shop or whatever it is,
for your client. Or if you just want to
use placeholder text, let me add another link in here, which is Lorim Ipsum. It's just Gibberish.
It's called Lorim Ipsum, and InDesign will actually do it for you. So let
me do that quick. So if we draw a text frame, you can just come up
here to type and you can choose fill with
placeholder type. So this is called Lorim Ipsum. And yeah, it's just garble Gook. But there's a really fun website where you can get garble Gook that's made from actual
recognizable words. And as far as I know, I
think it's only in English, but maybe it does
other languages, too, and maybe there's other sites like it for other languages. But the site is called Meet
the Ipsums. This is so fun. So on this site, there are different ipsums. So there's, like,
straight up orm Ipsum, which again is just
kind of Gibberish. But then there's
developer ipsum. So these are recognizable words. I mean, you can read this, but it's it it's like a
whole lot of nothing. So they have different themes. Developer Ipsum has, you know, words like debugging and
software programming. There's godfather
Ipsum, agency Ipsum. I love coffee Ipsum
or Cat Ipsum. So sometimes when I'm working on something specific,
and I need ipsum, sometimes I come here
and I just find ipsum that's sort of on theme or on brand for
whatever project it is. But how it works,
then is, let's see. We'll go here to Cat Ipsum. And then what you do is you click the
little button below. So that will take you to a different website
called Cat Ipsum, and here you can tell it how
many paragraphs you want. So maybe it's a long article. I don't know, ten paragraphs. Each different flavor of
ipsum has different settings. So you could add a title,
et cetera, whatever. And then if we just click
this button to make muffins, here it generates
just blobs of type. And it doesn't say
anything meaningful, but you can see that
it's, like, actual words. So sometimes it's
just kind of nice to look at your piece
with actual words. So this is another alternative. When you need text
for your projects, you can have AI write
you can fill it with lorem ipsum placeholder
type right in InDesign, or you could use a themed ipsum, and then you would just copy
all of this, select it, copy it, and then paste
it over into InDesign. It's a fun way to
play with text. But there now you have all
of my fun little tricks for playing around with the stuff and enjoying
it as you go. When you are done
with your magazine, make sure you export
it as a PDF for print. You can use the
appropriate preset, right? So maybe your client wants something they're going
to print on a press, so you would want to choose
a press quality output, or maybe they just
want to be able to make it available as a
download on the website, so you would choose
smallest file size. We do talk about
hyperlinks in this case. So if you have any
hyperlinks in your project, make sure you want to include
them with the export. And of course, we've
added a bleed here, so make sure you include that. I got one more
cool trick for you just so that you know
what's possible. And if it helps you be able to share your document
on social media, it can be a handy trick. So here I have my
finished magazine that we just built, right? And then here I just
have a blank document. So let's say that we
would like to have little thumbnails of
each of the pages here. And maybe I want to put them on this page so I can
just share the page. There's a lot of
ways to do this. None of them are
really that hard, but also none of them are as streamlined as you would
think they should be. So I'm just going to show
you this one method. But let's say that we're
going to use Gridify. So I'm grabbing my frame tool
here, either one of these, and I'm just going to click
and drag to draw my frame, and I'm going to
make it have like six columns and two rows. And I'm not even paying
attention to size. So I'm just whatever looks
like the right ratio, okay? So I've made a bunch of
frames here. Guess what? We can insert this in design
document into this one. So to do that, I'm
just going to choose file place or command
or Control D, and then I'm going to
navigate to the magazine file and make sure we enable show Import options,
and we'll click Open. And then we want to make sure we are including
all the pages. So we are actually going
to be able to place individual pages
into these frames. So I'll go ahead and click Okay. And now we get a loaded cursor
just like we're used to, and we can click and just pop
them right into the frames. Now, they are coming in as individual pages,
not as spreads. So I might want to
do the placements a little bit differently. So since this is the cover, and it's a single page, I'm going to just
put it over here. And then this is the first
left page, right page. Left page, right page. And then I'll come
down here, left page, right page, left
page, right page. And then we have,
again, left page and right page over here. So now I have the
back cover left, and I guess I'll put it here. Didn't plan that
very well, did I? So I just wanted to show
you now we could take these right hand
pages and tuck them up against their left
page counterparts. Same with these right here, can tuck these up. And this guy right
over here, tuck up. And then I would say,
probably want to group those, group these, those. So I'm just Marquee selecting
over here and pressing Command or Control
G to group them. And then since
this is the cover, maybe I would want to put it, I don't know, wherever
it makes sense, up here. And the back cover could
be, like, down here. I don't know. I'm not
really planning this out. I just thought of it
suddenly and thought, Hey, you guys, you
might like to know it. So there you go. And then probably I
would want to put a very thin black
stroke around all this, so I would come up here, add a black stroke and then
make it 0.25 weight. And then look at that. I'd probably want to change, I guess, for
something like this, I'd probably want my
document to be horizontal. Yeah, so something like this. Like, what a great way
to show off the layout. Now, this doesn't
work, obviously, if we are talking about
a massive document, but it works for this case. Now, I'm scaling this here, and in order to scale the frames and all of the images within it, I'm holding command or control, shift and Alt or option. And that will scale the frames and the thumbnails within it. And then you can be like, Look at my little
layout. How nice. So have fun with it, and as always, I can't
wait to see what you make.
93. Social Media Project Preview: For our social media series, we're going to be using
InDesign to create a series of social media
posts in different sizes, and we're going to
do it all within a single InDesign document. So to show you the
end result here, here we can see a square
page for Instagram. For page two, we have
a vertical page. So you could turn that
into a real, for example. And finally, we have a less dramatic vertical page for an Instagram portrait post. So in this case, our client
Hot Sauce Botanicals, they regularly put out a series of social media
posts every month, where they showcase a
different plant species. To make it easy to edit, we're going to build it
using text variables, multiple different page
sizes in the same document, and we're going to save it
as a template so that we don't accidentally overwrite
our files along the way. So when we're done, we'll have this lovely
three page document that's going to be
really easy to maintain.
94. Creating Custom Page Sizes: To get us started with our
plant of the month project, we are going to open a file that I've already set up for us. So you can press
Command or Control and the letter O for open. And in your course files, you're going to look for
the oh seven social folder. And in there, you'll see a
file called potm dot NDD, plant of the Month. Go ahead and open that up. And here we are. Right now, we have a one page document. It is a square. We're off to a good start. And because we want
to be able to have these social posts in several different sizes
in a single document, and we're going to
be dealing with this on an ongoing
basis for this client, we want to set up some
custom page sizes. And we're going to
do that from the bottom of the pages panel. This little button right here, this is the Edit
page size button. So let's click on that and we'll see a number of presets in here, including custom. And
that's what we want. So let's click Custom and
we're going to create our first custom page
called Insta Reel, and the width is
going to stay 1080, but the height is
going to be 1920. We'll go ahead and click Add. It's tempting to click Okay,
but don't do that yet. Well, click Add because that adds that new preset to
our collection here. So you can see I've
got a few other ones in place already, but this might be your first. So let's add another one
called Insta Portrait. And this will be 1080 by 13 50. And again, we're
tempted to click Okay, but we're going to click Add. And finally, even though this
page is already a square, we want to set up a preset for
the square Instagram size. So we'll call it Insta
square 1080 by 1080. And again, we want to click Add, and now we can click Okay. So if we look back at our
little page size button, you'll see that we now
have some presets up here. And because Insta Square
was the last one we added, that is what we also
changed our page size to. In addition to managing page sizes down here with
this little button, there's also actually
a page size tool over here in the toolbar. The keyboard shortcut is Shift P. And you'll notice
with this tool selected, you can come up here and enter values up here
in the Control panel, and you can also click and
drag on the page itself. So if you like to work that way, this is another option. But we should be set now
with our page sizes. So let's switch back
to our selection tool, and I'll see you
in the next video.
95. Using Custom Text Variables: Now that we have our
page sizes established, we're going to define
our Text Variables. What does that even mean? So, recall that
we're going to be making this for this
client every month, and they want three
pages so that this document is in three
different sizes every month. But that means that each month we have three pages
where we need to change the month and
the plant of the month. And I don't know
about you, but I don't want to be
having to just come in here and update this in
multiple places all the time. So with Text Variables, we can assign a variable to the month and the
name of the plant. And then every month, we just update that
variable in one place, and it will trickle through
the entire document. In our case, that's only
three simple pages, but you can imagine what a timesaver this is
with larger documents. So our first step is going to
be to define our variables. And we do that from
the type menu. So we're going to choose
type, Text Variables, define. So you can see there's a list
of text variable presets. We're going to be choosing new. Now we need to
name the variable. So this is kind of
like when we named a text field back when
we were creating forms. So the name for this variable
is going to be month. Down here, for the type
of variable that this is, we're going to
choose custom text. And for our first round here, we want that text
to say January. And we'll click Okay. That's it. We've defined one of
our two variables. So we can see months showing
up in the list here now. Next, we're going to
add variable two. So we'll again click New. This one is going to be
called plant species. Custom text. And the text for this first
month is going to say Sania. And that is tricky to spell. So if you want to take a
minute, I don't blame you. Alright, then we can click Okay. And we've now defined or set up our two variables month
and plant species. So now we can just click Done. Alright, we're partway there.
So now we need to tell in design where these
variables need to show up. So let's switch
to our type tool, and we're going to
highlight the word January and we'll go
back to the type menu, down to Text Variables, and now we're going to
choose Insert variable, and this is where we
want the month to go. So let's click month. Our first variable
is in place up here, and now we're going to select our Sanseia type down here and insert our
second variable. So we'll go back
to the type menu, choose Text Variables,
insert variable, and this time, we
choose plant species. So now that we've set this up, let's go ahead and make
our other two pages and then we'll see
how this works. So over here in the Pages Panel, to duplicate page one, we can click and drag it down
to the little Plus button, and we get an exact copy. To learn another
way of doing that, let's go to page two to the
thumbnail here and we'll right click and just
choose duplicate spread. So now we have three pages, but right now,
they're all the same. So let's go to the
second page here, and we're going to choose
it in the Pages panel. And now let's set this page size to the
Instagram real size. So we'll go down to this
little page size button, and because we've
already got the set up, all we have to do is
choose Insta Reel. And we instantly have
a new page size. So, obviously, we need to
adjust the layout a little bit. There are all kinds
of fancy ways you can do this with features like liquid layout and
layout adjustments. But we're just going
to keep things simple because this
is really simple. So we're going to
drag this frame. We'll hold down Alt or option, and we can drag
both ends at once. Then let's select the
picture here and again, hold Alt or Option and
drag until the bottom of it is halfway into the little
pink Sansivia text box. And you'll notice because
AutoFits enabled, it's going to adjust with us. And maybe let's make it
a little taller up here. And we'll drag the
January tag down, and we'll call that good. Alright? So that's our
page two, our Insta reel. Now, let's jump
down to page three, and we're going to go back to our little page size Dei Bob, and we're going to change
that to Insta portrait. And same thing. We can click
to select the Black fill, hold Alt or Option
and drag it up like that and select this
and enlarge that. Okay. So now that we have all
of our pages built and we have defined and
inserted our variables, let's now imagine
that it's February, and it's time for us to update this document for our client. Do we come in here and just replace January and type
February, February, February and replace Sansaa with Monstera Monstera monstera? No. We don't do that. Because we built this
document with Text Variables. So we go back to the
type menu and we choose Text Variables,
and we define them. Again, only this time, when we select
month, we choose it. Because now we don't want the month variable
to say January. We want it to say February
and we'll click Okay. And look at that.
I already updated. Now let's go down
to plant species, and again, we'll click Edit. And this time we'll
type Monstera. Click Okay, and click
Done. And look at that. The entire document
is already updated. The only thing left to
do is replace the image. And that is a piece of cake, because even though the
image appears three times, it's all linked in one place. So let's go up to
the Links panel, and you can see we
just have one link. It just appears on
three different pages. So we can select this link and we'll simply choose relink, and then we need to
navigate to that folder. So again, that's the oh
seven social folder. And the file that
we're looking for is this one by Chris
Lee at Unsplash, and then we'll click Open. And just like that, all
three pages have updated. I hope you can feel InDesign
power at your fingertips.
96. Saving Templates & Exporting for Social: Now that we've updated
this for February, we need to save our document, and we will export it. So if we want to save
this document for the month of February,
we can do that. We can choose file, save as, navigate to your course files, or wherever you
want to save this, I'll put it in my finished
work folder here and we'll call it POTM February. There we go. So this
is our February file. But sometimes what's
nice is to save the InDesign file
as a template file. And that way, when
we reopen it later, it just opens as a fresh file. It makes a copy so that we don't accidentally save
March over February. And it's really easy to set up. So we can just go to File, and this time, let's save as, and we'll simply call
it POTM and for format, we'll choose InDesign template. So instead of INDD, it's going to be
INDT. We'll hit Save. Now, if we close the template
and open the template file. So here you can see I have my
plan of the month February, and then I have the plan of
the month InDesign template. So when we open the
InDesign template, it opens just as we
left the other one. But instead of coming in and
saying plan of the month, whatever, it just
opens up as untitled. So there are some cases
where that can be helpful. So now that you know
how templates work, let's go over how we
would export this to an image format
like JPEG or Ping. So we're going to
choose File Export, decide where you
want to save this. I'm going to put it in
my finished work folder, and I'm going to
create a new folder to hold the exports we're
about to kick out of here. And I'm going to call
it plant of the month, and then inside that folder, I'll say February.
We'll hit Create. And now we can name
our JPEG something sensible like February. Down here for format. Up until now, we've
really just been exporting PDFs in one
flavor or another. But this time, we're
going to choose JPEG. Or we can also export to Ping, but I'm going to select
JPEG and click Save. As we've seen, when
exporting other formats, we can choose to export all
of our pages or just arrange. We can choose pages or spreads, which in this case, doesn't matter
because this document is not set up with facing pages. So either of these options
would give us the same result. Down here under image, we can set the quality to
high and the resolution, we can leave to 72 because
this is just going on the web and that's what this whole document
was created for. We want the color
space to be RGB. We don't need to include bleeds because we're not
exporting for print, and we'll click Export. InDesign does its thing, and if we go and check, here we are in my
finished work folder in the plant of
the month folder, and here's the folder called February and if we open it up, here are the three
February file. So yes, even in a
world where apps like Canva and Adobe
Express exist, I think there are still huge advantages to doing
work like this in design.
97. Create a Social Carousel: This out, friends. I have one more cool
social media hack for you. That's really fun in InDesign, and that is to set
up a Carousel post. So in the document files in
that oh seven social folder, look for the file called Carousel dot NDD and
open it up. Don't worry. We're not doing
layout work here. This will be a
quickie I promise. You'll notice if you click on this beast of a layout up here, you can see it's this big
long skinny rectangle. And we've got a total
of five pages here. So if you're familiar
with Instagram carousels, it's a series of
images that users can swipe through and
view in a series. And what's fun about
it is that they can be made to look like
they are seamless. And it turns out that
that's something in design can handle
really, really well. So here, I'm just going to
show you how to set it up. I've already got
the layout built, so we're not going to
mess with any of that. Here, because I've already
done the work, it's easy. We just need to drag
the pages up so they lay across here and
fit under this layout. So we're sort of
approaching this backwards because I've
already built the layout. But once I show you how we move the pages around,
you'll understand why. So what we need to
do is basically get a long run of pages. And you'll notice
if I take page two right now and I drag it up, well, I can't can't drag it up. And you might think, Well,
just enable Facing Pages. That kind of makes sense,
but even with Facing Pages, we're only able to have two
pages that face each other. So the secret to making
this work is actually hidden in the Pages Panel menu. So if we come up here to
the Pages Panel menu, you'll notice there's
an option that says, Allow document pages to shuffle. And it's kind of
counterintuitive because there's a check on it right now and we can't
shuffle the pages around. But for whatever reason, when we turn this option off, now we can actually
shuffle the pages around, and that can actually
mean taking page two and dragging it
right next to page one, dragging page three
right next to page two, dragging page four, right
next to page three. And, of course, dragging
page five next to page four. And when we do that and we
press W for Wonderful mode, we get this gorgeous layout
that is five pages wide. And so when we export this
now by choosing File export, and we'll put it in our
finished work folder. We'll make a folder called Caras Sell and
we'll click Create. I'm going to export this
to JPEGs and click Save. Now, here, we want to make sure we export individual pages. Because when we upload
this to Instagram, we need five separate images. We want InDesign to
chop up this layout and export each of the page
pieces individually. We can leave everything
else the same and we'll just click Export. What's fun before we take
a peek at how this looks. What's fun is when you
design a layout like this, you can see that I intentionally built
overlapping elements. So there are pieces
that cross over the little lines between
each page intentionally, and it helps lead people to swipe through the whole piece. So let's go ahead and take
a peek at how that looks. So here's my Carousel folder, and here are the
Carousel images. How cool is that? They
are ready for upload, and I don't know that
the shop is going to be prepared to
handle the traffic.
98. Class Project 6 - Social Campaign Template: Alright, class
project number six is a social campaign template. So think about your client and
their business and how you could incorporate
a social template for them that they could
use on an ongoing basis. So maybe that's weekly,
maybe it's monthly. That will be up to you. You want to make sure you set
up the document in pixels, include at least two
different page sizes, and you can use
whatever page size for whatever platform you prefer. Reference, I just
included the ones we used in class just so you
have them handy, and then make sure you include at least one text variable. So then when you are
delivering this stuff here, you're going to want
to save the file as an in design template file. That's an INDT. But then also you can
export it as a JPEG. You want to make sure that you export at 72 pixels per inch. So because we set up our
document in pixels to be a certain size in order for
it to Export at that size, we have to use a setting
of 72 pixels per inch. Then just upload that to the class project
section, and of course, JPEGs are super easy, so share that on social media
and we will cheer you on. Look at you. Project number
six, you are on fire.
99. What's Next?: Friends, you did it. You made it through all
eleventy Bgllian videos. And here we are at
the finish line. I'm so glad that you joined
me for this adventure, and I hope that you feel amazing for getting
through all of that. We did a lot in this course. Remember, way back
in the beginning, think back to how it felt. In that first video or when you opened InDesign for
the first time. Or the first time that you
used a paragraph style, right? It's amazing all the
things you've learned. So what's next? Well, as I said, in the last video,
this isn't the end. It's really just the beginning. And the best way to build
confidence is to keep going. Keep using what you've learned. Try new projects,
revisit old ones, keep refining your process. You can join user groups. You can spend time in
various online forums, talk to people who do the kind of work that you're
interested in doing. Browse your local bookstore. Look at all the
different kinds of books and how they
are laid out, right? Like, flip through
the magazines. Notice what kinds of
layouts catch your eye, and then think
about how they were built you have the skills
now to make all the things. And remember, you don't
have to know everything. You just need to be
curious enough to ask questions and keep digging
until you find answers. The main thing is
to keep learning. And to do that, you can find more courses right here in the same place where
you found this one. And, hey, if you
enjoyed this course, you can share the love
by sharing your work. Telling your friends,
leaving a review. It helps us, yes, but it also helps
other people find the course so they can learn
all this awesome stuff, too. And who knows? With
enough interest, maybe there'll be
an advanced course at some point. Stay tuned. And, of course, don't forget
to check out the various, bring your own
laptop challenges. You can get your certificate, take advantage of bring your own laptops, group
learning options. Group bookings are available if you have others on your
team who could use a refresher or if you
are a teacher and you want to bring your own laptop learning into
your classroom. Before I go, I want to give
a shout out to the team behind the scenes who helped
bring this course to life. Thank you. And a shout out to you for spending
all this time with me. Thanks for being here and
welcome to Team InDesign. You are officially
part of the crew. So no goodbye, tears. 'cause we're all friends now. We can just have, like,
a group hug, right? I hope to see you around, and until then,
happy Indesigning.