The InDesign workspace exhibits many familiar features common to other Adobe applications such as Photoshop or Illustrator. As such, the workspace presents a visual representation of the document in progress, displayed with color-coded cues that indicate frames and objects. Around the document is a complex array of tools, panels, and menus.
When we open the Adobe CC applications for the first time, we see that the interface looks very different from previous versions. The first thing we notice is that the interface is very dark compared to other versions of InDesign. We can lighten the interface if we need to. Let's learn how to do that now.
Step1. Launch InDesign.
Step2. To open the Interface Preference dialog box, in the Menu bar,
Click Edit, Point to Preferences, Click Interface...
Step3. To change the brightness of the interface, in the Appearance section,
Step4. To accept the changes, in the Preferences window,
Step5. To begin to open the file, in the Menu bar,
Click File, Click Open
Step6. To move to the desktop, in the dialog box,
Step7. To open the epclass folder,
Double-Click the epclass folder
Step8. To open the correct file in the InDesign Basic folder,
Double-Click the InDesign Basic folder,
Step9. To continue opening the file, in the Missing Links dialog box,
NOTE: A dialog box may open indicating that the document was created on a computer with a different set of fonts. At this point, we can choose our own substitutes; however, InDesign will do a reasonable job of replacing missing fonts with similar ones.
Step10. To accept the font substitution, if necessary,
Understanding the Publication Window
The components of the publication window are summarized in the following diagram and table:
|A) Application Bar||Contains workspace options, Menu bar, and other controls. (This can be hidden on the Mac.)|
|B) Tabbed Document Window||Displays the file you're working on. These tabbed windows can be moved around, grouped, and docked.|
|C) Control Panel||Displays options for selected tool; context sensitive.|
|D) Tools Panel||Panel that contains tools used to create and modify objects.|
|E) Pasteboard||Area surrounding workspace, used to store objects; pasteboard items are not printed; remains constant no matter which page you are working on.|
|F) Preflight Panel||Detects the number of text and image errors in your document; for example, any overset text frames or font substitution errors.|
|G) Panels||Sets of task-specific controls to help modify and monitor type, objects, location, alignment, and more.|
|H) Rulers||Visual guides to page dimensions; can be used to create workspace guides to align objects.|
|I) Document Page||Used to lay out text and graphics. Printable areas lie within the borders.|
NOTE: The current monitor resolution setting determines how many options are visible on the InDesign Control panel (C). Lower resolutions display fewer buttons.Therefore, your own screen may look different, depending on your monitor's resolution. Adobe recommends that you set your monitor resolution to 1280x1024 at a minimum.
The Tools panel on the left of the screen displays many tools for selecting objects, working with type, drawing, and viewing, as well as controls for applying and changing color fills, strokes, and gradients. Its tools are grouped into sections by function. Many of these tools are hidden.
These sections are outlined in the following diagram:
A tool can be activated or selected by clicking it in the Tools panel or by using its keyboard shortcut. Positioning the cursor over a tool displays a tool tip with the tool's name and keyboard shortcut.
If you have used Adobe Photoshop before, these features should be familiar to you.
Changing a Document's Position and View Size
When working with a crowded workspace, we may want to change the view size or move the document around on screen. InDesign allows us to control both view size and the position of the document.
Let's see how to size and position a document.
Step1. To change the view size, on the Application bar,
Click, Click 100%
NOTE: The Application bar is at the top of the window and to the right of the Menu bar.
NOTE: The percentage may vary depending on your display size.
Zooming In or Out
The Zoom Tool allows us to magnify the size of the document.
Let's experiment with the Zoom Tool.
Step1. To zoom in, in the Tools panel,
Click, Click the document
Step2. To zoom out, with the Zoom Tool active, press:
Alt key and Click the document
NOTE for MacOS Users: To zoom out, with the Zoom Tool active, press: Option key and Click the document.
Using Power Zoom
A feature first introduced in CS4, and included in CC 2015, is the Power Zoom feature. This feature offers a quick way to zoom in or out and scroll through the entire document. It is especially useful for long documents.
We will use the Hand Tool to change our position on a page, and then we will activate the Power Zoom to move through the document.
Step1. To move the position of the document on the screen with the Hand Tool, in the Tools panel,
Click, Press & Drag the document
NOTE: To activate the grabber hand, you can also hold down the spacebar.
Step2. To zoom out of the document,
Click and hold down the mouse button
Step3. To scroll through the document, with the mouse button still held down,
Press & Drag the red box to scroll through the document pages
Step4. To change the size of the red box, press:
any arrow key or use the mouse scroll wheel
Step5. To zoom in on the new area of the document,
release the mouse button
Step6. To fit the spread in the window, in the Tools panel,
Switching to a Different Workspace
Any arrangement of panels, bars, or windows makes up a workspace. We can select a preset workspace and adapt it to our needs, or we can create our own personalized workspace. InDesign has several workspaces from which to choose.
We will use the Typography workspace for this workshop.
Step1. To switch to the Typography workspace, in the Application bar,
Click, Click Typography
NOTE: Because the visibility of panels is extremely customizable, sometimes it can be difficult to find a panel that has been relocated. To restore InDesign panels to default settings, on the Menu bar, Click Window, Click Workspace, Click Default.
NOTE: The entire InDesign default workspace—including tool settings—can be restored to default settings when it is restarted. To restore default settings on a PC, exit the application and press Control keyAlt keyShift key while re-launching InDesign. To restore default settings on a Mac, exit the application and press Control keyOption keyShift key while re-launching InDesign.
NOTE for MacOS Users: The Application bar can be shown or hidden using the Window menu.
Step2. To close the swipe file,
Step3. If InDesign asks us to save changes we made to the file,