Creating a document

Martin Perhiniak
A free video tutorial from Martin Perhiniak
Yes I'm a Designer
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Learn more from the full course

InDesign CC 2020 MasterClass

Master the Industry-leading Page Design and Layout Application

10:23:35 of on-demand video • Updated November 2019

  • Learn InDesign from the start the way a professional would use it.
  • Test your knowledge with quizzes at the end of each chapter.
  • Practice everything you learn with provided Exercise Files.
  • Learn useful keyboard shortcuts and best practices.
  • Advanced automation techniques like GREP and Data Merge
  • Working with Text and Image Frames
  • Creative Page Layouts and Compositions
  • Mastering Character and Paragraph Styles
  • Typographic and typesetting techniques
  • Creating Table of Contents
  • Working with Books and Long Documents
  • Print and Digital Publishing
English When you first create a document in InDesign it might look a little bit intimidating because you have so many different options but I created this page in the workbook to explain where you can find important features and hopefully this will help you to get to know this dialog box a bit better. So before I actually go in to open a file new document let me just walk you through here the highlighted features. So one of the things that you can do in InDesign is to save a preset for new documents and that just makes it easier to reuse the same settings in the future and once you have your settings added, you just have to click on this icon here to save it as a document preset. You will find another important feature just under there, it's called Facing Pages. When it's turned on it means you will get spreads in the document. So you will have a spine in the middle and you will have pages on the left and right or if you have the Facing Pages turned off, that means your document will have single pages. So they will come one after another. There won't be left or right side. The Primary Text Frame option is something we will be using later on in another chapter of this course. This is useful if you want to import a large amount of text, like text from a hundred pages long word file, would be best used with this Primary Text Frame option, but as I said I will come back to these more advanced features later on. What's more important when you start a new document is to decide is whether you want it set to Portrait or Landscape orientation like our current document is landscape. But these two icons here can easily change that for you. You can of course also change the page size and I will walk you through the rest of the options here once we actually start creating the document, but before I go there. I want to also explain what does Bleed and Slug mean. So here at the bottom you can find these additional options and Bleed is a simple term we use in print to be able to create a perfect printed edge. So you can see here an example of how the Bleed would look like. So if you apply. Let's say three millimeter Bleed, which is like a standard in print. Then this is what you will get in print so you will see the Crop Marks and whatever falls in that area will be chopped off, and then you will get the final print size which will look like this. So because it's impossible to print something all the way to the edge and make it perfect in prints we have to cut or trim the edges down and that's what we use Bleed for. So here you can see again that the trim is happening there and anything beyond that is the Bleed zone or Bleed region and Slug is used for additional space outside of the Bleed, which again is going to be trimmed off but it's a useful area for adding additional information for the printers, for things like Fold Marks, Registration Marks and additional instructions. So these things might be still difficult to imagine how they actually work but let me just show you an example and obviously we will come back to most of these terms and techniques later on in this course. For now all I want you to try is to go to the File Menu, choose New Document. Notice the shortcut Cmd N or Ctrl N for the future if you want to get to this option faster. And at this point depending on the version of InDesign you are using, you will see slightly different options. In Creative Cloud we have a new look of the new document dialog box but in previous versions like CS6, it will look slightly different. So the screenshot in this workbook is actually the way you will see it in CS6 and this is how it looks in CC, I intentionally had it both. Just in case you are not up-to-date to the latest version. So that way you should be familiar with both views but to be honest is exactly the same settings in both versions. So it's just organized slightly differently. So remember we had talked about Facing Pages That's what we can find here and notice when I change that and I remove it, we'll have Left and Right Margins, while if I have it on it will be called Inside, Outside. That's because once you have Facing Pages on, that means you have spread and then the margins will be either inside near the spine, where the two pages are joined or outside at the edges of your spread. And Margins are useful against safe zone areas near to the edge of the page, where you're not supposed to put too much information maybe apart from page numbers and blocks of colors, but generally the body copy and images usually are staying in the center away from the Margin Area. Notice that you can assign the number of pages to your document, so if I have one that say five pages that's going to be creative for me. I can change all the sizes and orientation here I can also find the standard sizes for Prints, Web and Mobile. And in Creative Cloud you even have templates that you can start working from. Which are very useful I highly recommend to check these out if you haven't done it already. Plus you can also find more presets if you use the little plus sign. At this point is worth mentioning that this is what it used to be called as Document Intent or just simply Intent. Now we just have this toggle here on the top where we can switch between these options. And you can see that InDesign although is usually referred to as a Print Design application or page layout for print application. You can see it's also used for Mobile and Web Design. Because it's an essential tool for digital publications as well and offers a lot of interactive features for PDFs and ebooks, but once again this is something we will talk about later on in this course. Now if I setup something, let's say I'm going to go back to print, A4 size, orientation set to Portrait, number of Pages set to 5, and maybe reducing the Margins down to 10 millimeters, plus I'm going to add Bleed to make that 3 millimeters. So if I want this to be saved I can just type in the preset details and call it, A4, five pages with Bleed. And then having this selected I'm going to Copy this text, then click on the Save document Preset option and Paste with Cmd V. or Ctrl V, the same text and save preset again. Now it will be stored here as a template which I can very quickly access and open it up and all the same options will come in. So if I go back to print and have something else selected like letter, you can see all the options go back to the default options. But if I go to saved and have this one selected I get all my custom settings coming up straight away. If you ever need to delete a Preset simply just click on the Trashcan. But to see how this document looks like I can click on, Create and there we have our new fresh, empty document and notice that our five pages are actually added as a single page first. Which is the cover and then we have page number two and three and four and five joined together into spreads. If I zoom out with Cmd - , Ctrl - all the way, I can see these pages lay down and when I press Cmd or Ctrl 0 I can zoom back closer and I can see my Margins represented with purple lines and the Bleed represented with red outline. The actual Trim Line is the black line here on the left and on the top and this is the spine in the middle. Now if I want to ever expand my document and add New Pages, all I would need to do is to come down to the Pages Panel and choose create New Page with that I can add one by one new pages or if I hold down the Alt or Option key and click on the same icon, I can type in exactly how many pages I need let's say type in 5 and I can even decide exactly where I want to place these, before, after or maybe at the end or beginning of the document and then I could even choose what Master I want to use with them. Now Master Pages are something that we are going to again talk about in another chapter. So let's just click OK and as you can see all these pages are now created. Now how can you make changes to the settings that you used in a new document dialog box? You can do these changes in two different places, one you will find under the File Menu, Document setup, here you will find all the Global Settings like Page Size and Orientation. And also whether you want Facing Pages or Single Pages, it's against something you can turn off later on and even the Intent can be changed, which would affect the measurements. But you can also find here the Bleed and Slug options. At this point you could even have the Preview on to see the changes that you are doing. So for example if I wanted to change the size of the Bleed, I can use the up and down arrows on the keyboard and you can notice how it's updating in the background and what happens is that it's updated on all the pages throughout the document, because the Document Setup, Dialog Box is a Global Setting so it will affect all the Pages. While if you want to make changes to the margins and maybe add, Column guides to your pages, that is something you will do on a Page level. So it depends what you have selected, let's say if I select my cover page and I go to the Layout Menu. There I can find Margins and Columns and if I add, maybe 3 Columns you can see it already showing up in the background thanks to the Preview option being on, but if I click OK and accept that change. When I move on to my other Pages you will notice that the Columns are not added there, because Columns and Margins will only affect the currently selected Page. But if you want to make sure that all your Pages are affected by the Columns and Margins option, you have to first or select all of them. So click on the first Page and then Shift- click on the last Page, Thumbnail in the Pages Panel. You can see all of them are highlighted I'm just going to zoom out a bit, so we can see more of them at the same time. Now if I go back to Layout Margins and Columns I can now decide how many Columns I need, let's say I want to that way all of them now we'll have two Columns on them and I could also change the Margins and Columns, globally now because I have all my Pages selected. So remember that the options you find in the file new dialog box are divided once you have the document ready and to be able to make changes to them you will have to go through File, Document Setup. And the other half you will find under Layout, Margins and Columns And one last thing I wanted to mention is that when you have multiple documents open in InDesign. You will be able to switch between them using the document tabs. So this is our workbook here on the left, and this is that new document that we created. When you are ready with a document and you want to close it. You just simply have to click on this X icon here. But then InDesign will always ask you whether you want to save that document or not? I'm going to save it right now, just to show you how it looks like, so if I Save this at this point you will just have to choose where you want the file to be Saved and what format you want to use now you will find here three options. INDD or InDesign document is the default file format for your working files, but you can choose also another option called Template. Which we will be talking about later and also more interesting is the IDML which is a way of saving your InDesign file, into a backward compatible version, which will be opening also in previous versions like CS6, CS5 and even CS4. But you won't be able to make it backward compatible to all the versions that that. So that's the oldest one you can go back to from Creative Cloud. So this IDML is a special version of an InDesign file. It's called InDesign markup language file, but for now I'm going to stick to the default option and then if I press Save, then the document will be closed and I know that it's Saved. Next time if I need to open it I can go through the File Menu and choose Open Recent. So there you go. We have our file open back up. So that's all you need to know so far about creating new documents and of course we will explore most of these features in more depth later on. But in the next video I'm going to show you a few more Settings and Preferences, that's worth mentioning before we get into creating things in InDesign.