Sharing Reusable Settings in InDesign

Collaboration doesn’t just mean sharing a page or a document. Often designers work together on separate documents within the project, on different projects of a larger campaign, or, especially within in-house creative and production departments, with a variety of different projects and campaigns that share common attributes. Whenever a designer re-creates something that would more easily be obtained another way, time and money are wasted. I don’t know about you, but I hate blowing time or money on anything that doesn’t bring a smile to somebody’s face. Although everything that follows has been covered, in depth, in other chapters, a review is warranted. Besides, here it’s all in one place, in succinct how-tos. The following settings may be saved out of InDesign as reusable settings and then shared to other InDesign or InCopy users.

Dictionaries

User dictionaries, including added, removed, ignored, and excepted spellings and hyphenations.

Export Go to Edit ➢Spelling ➢Dictionary and click the Export button. You’ll be prompted to save a Word List.txt file. Change the filename to something unique and meaningful in case the recipient receives multiple exported dictionaries.

Import Go to Edit ➢Spelling ➢Dictionary and click the Import button. When prompted, locate the TXT file you received from a collaborator. Importing a dictionary adds it to the current document’s document-level dictionary. If you import a dictionary with all documents closed, the word list will become part of the default InDesign dictionary and thus applicable to all new documents you create.

Paragraph, Character, Table, Cell, and Object Styles

The various styles aren’t saved to external files but rather become part of the INDD documents

in which they’re used. Thus, there is no export instruction.

Import On each of the styles panels there is an Import command—for example, Import Character Styles on the Character Styles panel. Execute that command, and then, in the resulting Open dialog, navigate to and choose the INDD InDesign document or INCX InCopy document containing the styles you’d like to load into the current document. Loading styles with all documents closed make those permanent parts of InDesign, and the styles will therefore be available in every new document you create.

Both the Character Styles and Paragraph Styles panels offer the Load All Text Styles command, which will load both character and paragraph styles in one step. Similarly, the Table Styles and Cell Styles panels have a command to load both of those in a single step as well.

Swatches

As are styles, color swatches are saved as part of the documents in which they’re used. Unlike styles,

however, they can also be saved to external files that can then be shared among other InDesign documents

as well as saved to Photoshop and Illustrator.

Export On the Swatches panel flyout menu, choose Save Swatches. This command is disabled until you select a nondefault swatch in the panel itself. When prompted, save the Adobe Swatch Exchange ASE file to disk.

Import Choose the Load Swatches command from the Swatches panel flyout menu in InDesign, Illustrator, or Photoshop and load the ASE file.

Stroke Styles

Custom-designed striped, dotted, or dashed stroke styles.

Export On the Strokes panel flyout menu, choose Custom Stroke Styles. If you have created any custom stroke styles, the Save button will be available. Click it and choose a destination for your stroke styles.

Import To import, return to the Custom Stroke Styles dialog and choose the Load button.

Indesign Tips & Tricks Session

TIP #1: Optical Alignment Makes You Look Good

By default, InDesign vertically aligns type in a text frame by moving the character as far left or right as it can go. Unfortunately, smaller characters (such as punctuation marks) and characters with slanted strokes (such as A, W, and V) can look indented instead of flush to the edge. You can solve this problem by selecting the text frame, opening the Story panel (Type > Story), and checking the panel's Optical Margin Alignment box.

TIP#2: When Saving Copies, Control Which File Stays Open

In InDesign CS3 and CS4, the keyboard shortct Command+Option+S/Control+Alt+S saves a copy of your document and leaves the old document open. If you want to save a copy of your document and leave the copy open, use Command+Shift+S/Control+ Shift+S.

TIP #3: Sort Paragraphs Alphabetically

For basic alphabetical sorting of paragraph text -- bulleted lists, numbered lists, or just plain paragraphs -- use SortParagraphs.jsx, a script that comes with InDesign.
In InDesign CS3 and CS4, go to Window > Automation > Scripts to open the Script panel, click the spinning arrow beside the Application folder to see its contents, then Samples, and finally JavaScript. That's where you'll find SortParagraphs.jsx. In InDesign CS2, first grab the script from the Adobe Web site, then drop it into the Presets/Scripts folder under your InDesign CS2 installation folder.
To sort your list, highlight a selection of paragraphs and double-click SortParagraphs.jsx on the Scripts panel.

TIP #4: Document Repair With IDML

IDML (InDesign Markup Language) is an XML-based file format that InDesign CS4 can read and write. It can also help clear the cobwebs from a creaky old document. If you're having trouble with a document (especially one created in a previous version of InDesign or converted from QuarkXPress and PageMaker), export it to IDML, then open the IDML file and work with the new InDesign document. You can even strip a document of third party plug-in information by disabling those plug-ins prior to opening the IDML file.