InDesign and InCopy: Collaborative Workflows

Explore using a combination of Adobe InCopy and InDesign to collaborate with others on designing and editing publications while saving time and money.

Introduction

• Welcome
• A quick note from the instructor
• Using the exercise files

1. Getting Started with InDesign and InCopy

• Overview of this course
• Understanding the parallel workflow
• Rewards and challenges in the new workflow
• Requirements and recommendations

2. The Basic Workflow

• Setting up projects and users
• Understanding stories and frames
• Making stories editable for InCopy from InDesign
• Editing workflow stories in InCopy
• Checking stories in and out
• Completing a project in InDesign

3. The InCopy Interface

• Three main views of a file
• Becoming familiar with default panels
• Customizing the interface
• Navigating stories and views

4. InCopy Editing Essentials

• Working with the Assignments panel
• Editing in Layout view
• Editing in Story or Galley view
• Copyfitting text
• Inserting special characters
• Importing text
• Working with read-only layouts

5. Formatting Text in InCopy

• Applying styles for copyfit
• Applying local character formatting
• Applying local paragraph formatting
• Splitting and spanning columns
• Using the Eyedropper tool to copy/paste formatting

6. Useful InCopy Tools

• Checking spelling
• Using the language dictionaries
• Using the thesaurus
• Using Find/Change
• Working with the Autocorrect feature
• Building text macros
• Using inline notes
• Working with built-in scripts

7. Advanced Text Editing in InCopy

• Adding footnotes
• Using conditional text
• Creating hyperlinks
• Inserting cross-references
• Working with tables

8. Tracking Changes in InCopy

• Setting up and using Track Changes
• Customizing the markup
• Accepting and rejecting changes

9. Working with Images in InCopy

• Using the Position tool
• Using the Object menu
• Importing and replacing images
• Inserting images into the story
• Using Mini Bridge and Bridge

10. Using InCopy in Standalone Mode

• Creating new InCopy documents
• Creating InCopy templates
• Opening linked InCopy stories directly
• Opening Word files in InCopy
• Placing Buzzword files in InCopy

11. Outputting Projects from InCopy

• Exporting stories to Word, RTF, and Buzzword
• Exporting layouts to PDF
• Exporting galleys and stories to PDF
• Printing from InCopy

12. Managing the Workflow from InDesign

• Exporting stories from the layout
• Working with the Assignments panel in InDesign
• Editing and updating files
• Using inline notes
• Workflow features in the Links panel
• Placing new InCopy files
• Closing out of a project

13. Using a Layout-Based Workflow

• Layout workflow overview
• Updating stories and designs
• Tips for successful layout workflows

14. Using an Assignments-Based Workflow

• Creating assignments in InDesign
• Working with assignments in InCopy
• Keeping layout files local
• Solving common assignment issues

15. Using a Remote (Off-Site) Workflow

• Creating assignment packages in InDesign
• Working with assignment packages in InCopy
• Keeping packages up to date
• Using DropBox with an InCopy workflow

Conclusion

• Community help and resources
• Goodbye