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Title10 Essential InDesign Skills by InDesignSkills
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Page 1

InDesignSkills
InDesignSkills

10
EssEntial
inDEsign
skills

Brought to you By

Page 2

10 Essential InDesign Skills
by InDesignSkills www.indesignskills.com
Copyright © 2014
Illustration: Henry Rivers

http://www.indesignskills.com

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10 EssEntial inDEsign skills page 7

4
Threading text

If you have a document with lots of text you’ll
have to create multiple text frames. ‘Threading’
is how you connect the frames to allow text to
flow through them.

Once you have created a text frame and inserted text
into it (perhaps by Edit > Pasting from a Word doc.
or by File > Placing the entire Word doc.) you may
find there is too much text to sit in the frame without
overflowing. You will see a small red + symbol at the
bottom right-hand corner of the text frame.

The first thing to do is to set up a series of text frames
to allow the text to flow into. Select the type tool (t)
and drag to create new frames across the page(s) of
your document.

Return to the first text frame and click once on the
+ symbol to load the cursor with text. A tiny script
symbol will appear next to your cursor.

Hover over the next text frame and click once inside it.
The text will flow into the frame. Continue this process
until all your text is contained within text frames.

A green no errors notice will appear at the bottom left
of the screen (from the Preflight panel) once all the
text is visible in the document.

To view how the text frames are connected go to View
> Extras > show text threads. In normal Mode (View
> screen Mode > normal, or tap W on the keyboard),
when you select a text frame, you will see the threads
connecting the frames, showing how the text is
ordered throughout the document.

 tOP skills tiP: Sometimes you might want to
empty a text frame of some or all of the text that is
overflowing. When this is book-length, highlighting
and deleting overflowing text manually is neither
practical or fun! Place your cursor at the end of the
section of text you want to keep, then press Ctl/Cmd-
shift-End to select all the remaining overflow text, and
hit Delete. 

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10 EssEntial inDEsign skills page 8

5
Creating a Book File

If you’re creating a long document with multiple
sections, e.g. chapters, you should create a Book
File to better organize the large file.

Before you create a new Document for your book
in InDesign you should first create a separate
Book File. A Book File brings together a number of
different documents (e.g. you might create a separate
document for each chapter of a Book, or section of a
Report) into a single panel.

The numbering system is carried forward over
each document included in the Book File, and is
automatically updated when you make a change. So,
for example, if you add an extra page to Chapter 5, all
the other later Chapters in the Book will have their
page numbers updated accordingly.

To create a Book File, either select new...Book from
the Welcome window when you open InDesign, or go
to File > new > Book. You will be prompted to give the
Book a name, and to save it in an appropriate place.

The Book will open as a small panel in InDesign. When
you click the + icon at the bottom right of the panel,
you will be asked to locate an InDesign document
to add to the Book. You should create your chapter
documents first, as basic templates, before adding
them in the correct order to the Book.

Be sure to include a simple page numbering system
(see Page 5) throughout your documents. These page
numbers will appear in the Book panel, to the right
of the relevant chapter name. The Book File makes
editing individual pages very simple - you can easily
see and click on the document containing the page
you want to edit.

When you’ve filled up your Book File with all your
documents and are happy with the final result, you can
Preflight the Book (check for errors) by clicking on the
drop-down menu in the Book panel > Preflight Book.

Once all errors have been corrected, you can export
the Book for print by selecting Export Book to PDF...
from the drop-down menu in the Book panel. 

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10 EssEntial inDEsign skills page 13

10
Exporting for print

Your document’s ready and proofed, now it’s
time to export it as a print-ready document for
the press. Read on to learn how to create a print-
ready product every time that will keep your
printer happy...

Different printers have different preferences for how
they would like to receive documents for printing
from their customers. Some provide templates, some
specify bleed settings (see Page 4), some will request
the native packaged InDesign files (which can be risky
if you’d rather not have anyone alter your file) and
some are happy to receive a print-ready PDF.

Here we look at how you can produce the latter - a
print-ready PDF with printer’s marks, which usually
works a treat.

Once you’ve preflighted your document (see Page 12)
and checked for spelling errors, you are ready to export
for print.

Go to File > Export. You will be prompted to save the
exported file in a location on your computer and to
give it a name.

From the Format drop-down options at the bottom of
the window select
adobe PDF (Print)
and click save.

In the Export
adobe PDF
window that
opens, select Press
Quality from the
top option, adobe
PDF Preset. This
will create a very
high-quality file,
suitable for digital
and litho printing.

To the left of the Export adobe PDF window you will
see a menu with a number of options. Click on Marks
and Bleeds.

Unless your printer has specified only some marks to
be included, under Marks check all Printer’s Marks to
highlight all the options below it.

Under Bleed and slug check Use Document Bleed
settings. If you have included a Bleed (see Page
4), as recommended if you have any elements or
colors which cross the edges of pages, the bleed’s
dimensions will appear in the window.

Click Export at the bottom right of the window (check
the View PDF after Exporting box under general to
view the result immediately) and you’re done! 

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