Adobe InDesign CS4 Operating instructions

Using

ADOBE

®

INDESIGN

®

CS4

Updated 18 June 2009

Copyright

Using Adobe

® InDesign® CS4 for Windows® and Mac OS

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Updated 18 June 2009

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Updated 18 June 2009

iv

Contents

Chapter 1: Resources

Activation and registration

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Help and support

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Services, downloads, and extras

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

InDesign video tutorials

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Getting started in InDesign

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

What’s new

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Chapter 2: Workspace

Workspace basics

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Customize menus and keyboard shortcuts

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Toolbox

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Viewing the workspace

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Manage connections to web services

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Working with ConnectNow

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Setting preferences

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Recovery and undo

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Common InDesign error messages

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Chapter 3: Layout

Creating documents

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Rulers and measurement units

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Grids

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Ruler guides

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Pages and spreads

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Master pages

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Layers

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Laying out frames and pages

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Numbering pages, chapters, and sections

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Text variables

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Chapter 4: Working with documents

Working with files and templates

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Saving documents

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Converting QuarkXPress and PageMaker documents

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Exporting

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Chapter 5: Text

Creating text and text frames

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Adding text to frames

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Threading text

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Editing text

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Find/Change

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Glyphs and special characters

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Updated 18 June 2009

v

USING INDESIGN CS4

Contents

Spell-checking and language dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Chapter 6: Styles

Paragraph and character styles

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Drop caps and nested styles

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Object styles

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Working with styles

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Chapter 7: Combining text and objects

Anchored objects

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Wrapping text around objects

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Creating type on a path

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Chapter 8: Typography

Formatting text

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Using fonts

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Leading

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Kerning and tracking

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Formatting characters

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Formatting paragraphs

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Aligning text

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Tabs and indents

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Bullets and numbering

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Text composition

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Chapter 9: Tables

Creating tables

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Selecting and editing tables

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Formatting tables

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Table strokes and fills

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Table and cell styles

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Chapter 10: Long document features

Creating book files

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Creating a table of contents

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Creating an index

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Working with markers

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315

Chapter 11: Drawing

Understanding paths and shapes

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Drawing with the line or shape tools

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Drawing with the Pencil tool

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Drawing with the Pen tool

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Editing paths

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Applying line (stroke) settings

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Compound paths and shapes

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

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Chapter 12: Graphics

Understanding graphics formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346

Importing files from other applications

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Placing graphics

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Managing graphics links

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366

Reusing graphics and text

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Chapter 13: Frames and objects

Selecting objects

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378

Transforming objects

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Aligning and distributing objects

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400

Grouping, locking, and duplicating objects

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403

Working with frames and objects

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

Clipping paths

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Chapter 14: Transparency effects

Adding transparency effects

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Blending colors

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423

Flattening transparent artwork

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 426

Chapter 15: Color

Understanding spot and process colors

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435

Applying color

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437

Working with swatches

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442

Tints

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451

Gradients

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452

Mixing inks

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457

Using colors from imported graphics

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459

Chapter 16: Color management

Understanding color management

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

Keeping colors consistent

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463

Color-managing imported images

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467

Color-managing documents for online viewing

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468

Proofing colors

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469

Color-managing documents when printing

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472

Working with color profiles

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474

Color settings

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

Chapter 17: Trapping color

Trapping documents and books

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484

Trap presets

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488

Adjusting ink options for trapping

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494

Chapter 18: PDF

Exporting to Adobe PDF

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496

Adobe PDF options

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

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Preparing PDFs for service providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510

Structuring PDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512

Chapter 19: Dynamic documents

Dynamic web documents for Flash

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 518

Dynamic PDF documents

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523

Bookmarks

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524

Hyperlinks

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526

Cross-references

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532

Movies and sounds

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539

Page transitions

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543

Buttons

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545

Chapter 20: XML

Working with XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 553

Importing XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 556

Tagging content for XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567

Structuring documents for XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572

Exporting XML

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 580

Chapter 21: Printing

Printing documents

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583

Printer’s marks and bleeds

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593

Printing thumbnails and oversized documents

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595

Printing graphics and fonts

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597

Managing color

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599

Preflighting files before handoff

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603

Creating PostScript and EPS files

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609

Printing booklets

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614

Chapter 22: Color separations

Preparing to print separations

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619

Overprinting

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624

Inks, separations, and screen frequency

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628

Chapter 23: Automation

Scripting

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634

Plug-ins

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636

Data merge

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637

Chapter 24: Sharing content between InCopy and InDesign

Understanding a basic managed-file workflow

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647

Sharing content

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654

Assignment packages

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 659

Working with managed files

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662

Adjusting your workflow

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667

Chapter 25: Comparison of PageMaker and InDesign menus

PageMaker menu commands

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672

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Contents

Chapter 26: Keyboard shortcuts

Default keyboard shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679

Index

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Chapter 1: Resources

Before you begin working with your software, take a few moments to read an overview of activation and the many

resources available to you. You have access to instructional videos, plug-ins, templates, user communities, seminars,

tutorials, RSS feeds, and much more.

Activation and registration

Help with installation

For help with installation issues, see the Installation Support Center at www.adobe.com/go/cs4install.

License activation

During the installation process, your Adobe software contacts Adobe to complete the license activation process. No

personal data is transmitted. For more information on product activation, visit the Adobe website at

www.adobe.com/go/activation.

A single-user retail license activation supports two computers. For example, you can install the product on a desktop

computer at work and on a laptop computer at home. If you want to install the software on a third computer, first

deactivate it on one of the other two computers. Choose Help > Deactivate.

Register

Register your product to receive complimentary installation support, notifications of updates, and other services.

❖ To register, follow the on-screen instructions in the Registration dialog box, which appears after you install the

software.

If you postpone registration, you can register at any time by choosing Help > Registration.

Adobe Product Improvement Program

After you have used your Adobe software a certain number of times, a dialog box appears, asking whether you want

to participate in the Adobe Product Improvement Program.

If you choose to participate, data about your use of Adobe software is sent to Adobe. No personal information is

recorded or sent. The Adobe Product Improvement Program only collects information about the features and tools

that you use in the software and how often you use them.

You can opt in to or opt out of the program at any time:

• To participate, choose Help > Adobe Product Improvement Program and click Yes, Participate.

• To stop participating, choose Help > Adobe Product Improvement Program and click No, Thank You.

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ReadMe

A ReadMe file for your software is available on-line and on the installation disc. Open the file to read important

information about topics such as the following:

• System requirements

• Installation (including uninstalling the software)

• Activation and registration

• Font installation

• Troubleshooting

• Customer support

• Legal notices

Help and support

Community Help

Community Help is an integrated environment on Adobe.com that gives you access to community-generated content

moderated by Adobe and industry experts. Comments from users help guide you to an answer.

Community Help draws on a number of resources, including:

• Videos, tutorials, tips and techniques, blogs, articles, and examples for designers and developers.

• Complete on-line product Help, which is updated regularly by the Adobe documentation team.

• All other content on Adobe.com, including knowledgebase articles, downloads and updates, Developer

Connection, and more.

Choose Help > product name Help in the application to access the Help and Support page, the portal to all of the

Community Help content for your product. You can also use the Help search field in some Creative Suite 4

applications, or press F1 (Windows), to access Community Help for your product.

The sites searched by the default Community Help search engine are hand-selected and reviewed for quality by Adobe

and Adobe Community Experts. Adobe experts also work to ensure that the top search results include a mixture of

different kinds of content, including results from on-line product Help.

For more information on using Community Help, see http://help.adobe.com/en_US/CommunityHelp/.

For a video overview of Community Help, see www.adobe.com/go/lrvid4117_xp.

For frequently asked questions about Community Help, see http://community.adobe.com/help/profile/faq.html

Product Help

Adobe provides a comprehensive user guide for each product in several formats, including on-line product Help, PDF,

and printed book. Results from on-line product Help are included in your results whenever you search Community Help.

If you’re connected to the Internet, the Help menu within the product opens the product Help and Support page by

default. This page is a portal to all of the Community Help content for the product. If you want to consult or search

on-line product Help only, you can access it by clicking the product Help link in the upper-right corner of the Help

and Support page. Be sure to select the This Help System Only option before you do your search.

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If you’re not connected to the Internet, the Help menu within the product opens local Help, a subset of the content

available in on-line product Help. Because local Help is not as complete or up-to-date as on-line product Help, Adobe

recommends that you use the PDF version of product Help if you want to stay offline. A downloadable PDF of

complete product Help is available from two places:

• The product’s Help and Support page (upper-right corner of the page)

• Local and web Help (top of the Help interface)

For more information on accessing product help, see http://help.adobe.com/en_US/CommunityHelp/.

If you are working in Adobe InDesign, Photoshop, Illustrator, Flash, Fireworks, or Dreamweaver, and you want to turn

off Community Help so that local Help opens by default, do the following:

1 Open the Connections panel (Window > Extensions > Connections).

2 From the Connections panel menu , select Offline Options.

3 Select Keep Me Offline and click OK.

Note: When you disable web services from the Connections panel, all other web services (such as Adobe Kuler and Adobe

ConnectNow) are also disabled.

Printed resources

Printed versions of the complete on-line product Help are available for the cost of shipping and handling at

www.adobe.com/go/store.

Support resources

Visit the Adobe Support website at www.adobe.com/support to learn about free and paid technical support options.

Services, downloads, and extras

You can enhance your product by integrating a variety of services, plug-ins, and extensions in your product. You can

also download samples and other assets to help you get your work done.

Adobe creative on-line services

Adobe® Creative Suite® 4 includes new on-line features that bring the power of the web to your desktop. Use these

features to connect with the community, collaborate, and get more from your Adobe tools. Powerful creative on-line

services let you complete tasks ranging from color matching to data conferencing. The services seamlessly integrate

with desktop applications so you can quickly enhance existing workflows. Some services offer full or partial

functionality when you’re offline too.

Visit Adobe.com to learn more about available services. Some Creative Suite 4 applications include these initial

offerings:

Kuler™ panel Quickly create, share, and explore color themes on-line.

Adobe® ConnectNow Collaborate with dispersed working teams over the web, sharing voice, data, and multimedia.

Resource Central Instantly access tutorials, sample files, and extensions for Adobe digital video applications.

For information on managing your services, see the Adobe website at www.adobe.com/go/learn_creativeservices_en.

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Adobe Exchange

Visit the Adobe Exchange at www.adobe.com/go/exchange to download samples as well as thousands of plug-ins and

extensions from Adobe and third-party developers. The plug-ins and extensions can help you automate tasks,

customize workflows, create specialized professional effects, and more.

Adobe downloads

Visit www.adobe.com/go/downloads to find free updates, tryouts, and other useful software.

Adobe Labs

Adobe Labs at www.adobe.com/go/labs gives you the opportunity to experience and evaluate new and emerging

technologies and products from Adobe. At Adobe Labs, you have access to resources such as these:

• Prerelease software and technologies

• Code samples and best practices to accelerate your learning

• Early versions of product and technical documentation

• Forums, wiki-based content, and other collaborative resources to help you interact with like-minded users.

Adobe Labs fosters a collaborative software development process. In this environment, customers quickly become

productive with new products and technologies. Adobe Labs is also a forum for early feedback. The Adobe

development teams use this feedback to create software that meets the needs and expectations of the community.

Adobe TV

Visit Adobe TV at http://tv.adobe.com to view instructional and inspirational videos.

Extras

The installation disc contains a variety of extras to help you make the most of your Adobe software. Some extras are

installed on your computer during the setup process; others are located on the disc.

To view the extras installed during the setup process, navigate to the application folder on your computer.

• Windows®: [startup drive]\Program Files\Adobe\[Adobe application]

• Mac OS®: [startup drive]/Applications/[Adobe application]

To view the extras on the disc, navigate to the Goodies folder in your language folder on the disc. Example:

• /English/Goodies/

InDesign video tutorials

Click any of these links to view a video tutorial that teaches you how to use InDesign.

Work area

Introducing InDesign CS4

Creating a new document (Basic)

Using the Control panel

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Using keyboard shortcuts

Working with smart guides (New)

Using Live Preflight (New)

Rotating the spread view (New)

Layout

Setting up a new document

Managing pages

Working with master pages

Synchronizing master pages

Setting pagination

Defining sections

Using layers

Making selections

Text and typography

Making a text frame (Basic)

Character-level formatting (Basic)

Paragraph-level formatting (Basic)

Making a paragraph style (Basic)

Placing and flowing text (Basic)

Working with text

Working with text styles

Creating conditional text

Applying GREP styles (New)

Creating bullets and numbering

Creating running headers and footers

Finding and changing expressions, text, and object formatting

Working with Microsoft Word and Excel tables in InDesign

Creating footnotes

Tables

Creating and formatting tables

Adding headers and footers to tables

Placing images in tables

Using table styles

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Combining text and graphics

Wrapping text around a graphic (Basic)

Using the Text Wrap panel

Working with anchored objects

Importing, exporting, and outputting files

Importing content into InDesign

Exporting from InDesign to SWF (New)

Editing the exported XFL file in Flash Pro (New)

Designing websites with InDesign and exporting to XHTML

Preparing files for output

Creating JDF job definitions

Long document videos

Creating cross-references

Creating a table of contents

Creating an index

Graphics, objects, and effects

Placing an image (Basic)

Using the Links panel (New)

Working with objects

Using object styles

Creating drop shadows

Applying feathering to objects

Applying opacity effects

Setting opacity

See also

“InDesign video tutorials” on page 4

What’s new

Choose Window > Workspace > [What’s New] to highlight menu commands of new and enhanced features.

For more information on new Adobe® InDesign® features, see www.adobe.com/go/id_newfeatures_en.

Productivity enhancements

Live preflight

Preflight while you design for better results, greater time savings, and lower production costs. Continuous preflighting

alerts you to potential production problems in real time. The new Preflight panel lets you navigate to and select the

objects that are triggering the preflight error. View contextual tips to help you correct errors directly in layout. See

“Preflighting files before handoff” on page 603.

Spread view rotation

Temporarily rotate the spread view without physically turning your monitor. Enjoy full editing capability at 90 and

180 degree angles so that you can work on non-horizontal design elements, such as rotated calendar spreads and tables.

See “Rotate the spread view” on page 66.

Smart Guides

Align, space, rotate, and resize multiple objects in one step. Align to the horizontal, vertical, or center of page edges.

The guides, object dimensions, rotation, and X,Y coordinates appear dynamically so you can snap objects in relation

to other objects in the layout. See “Use smart guides” on page 60.

Smart Dimensions When you create, resize, or rotate one object, Smart Dimensions shows the width, height, or

rotation of your object, highlighting when the dimensions or rotation matches nearby objects.

Smart Spacing Evenly space multiple items on your page by snapping objects into position without having to use the

Align panel.

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Smart Cursors When transforming objects, the cursor displays X and Y position, width and height, or rotation

information. The Show Transformation Values option in Interface preferences lets you turn smart cursors on and off.

Versatile Links panel

Find, sort, and organize placed content with the redesigned Links panel. Scan link attributes and click to view details

such as scale, rotation, and resolution. Customize the Links panel to suit your working preferences.

Quickly replace low-resolution images used as placeholders with high-resolution images based on filename. Filename

extensions are ignored. Simply relink to a new folder. See “Links panel overview” on page 366.

Visual Pages panel

See thumbnails of your pages in the Pages panel for easy navigation and page arrangement. If transparency, page

transitions, or spread rotation have been applied to pages, you can turn off their associated icons for a cleaner Pages

panel. See “Change the page and spread display” on page 61.

New pages sizes

New common monitor resolution sizes are available in the Page Size menu in the New Document dialog box. These

options make it easier to design a document to a specific monitor size for interactive SWF, XFL, and PDF workflows.

See “Create interactive SWF (Flash) files for the web” on page 518.

Quick guide deletion

Instantly clear all selectable guides on your current spread or master page by right-clicking (Windows) or Ctrl-clicking

(Mac OS) a ruler and choosing Delete All Guides.

Data merge output to PDF

Run a data merge operation and output directly to PDF in a single pass, thanks to the Export to PDF command now

included in the Data Merge panel. An intermediate InDesign document is no longer created. The PDF file takes

advantage of PDF XObjects for static parts of the page, resulting in a reduced-size PDF.

See “Merge records” on page 644.

Ruler origin on spine

Correctly place the ruler’s zero position of X at the spine of your document so that the X values are positive for right

sided pages and negative for left sided pages when Facing Pages is enabled.

Leading-based baseline grid increments

If you specify a different measurement system, such as millimeters or inches, baseline grid values still use points to

match text size and leading.

Slug area enhancements

Move pages and see that your objects in the slug and bleed area also move. Page numbers in the slug area display a

number rather than the pasteboard index entry (PB).

Undo improvements

Viewing actions such as Set Preview and Show Guides are no longer included as Undo items.

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Text and tables improvements

Conditional text

Use conditional text deliver multiple versions of a document for different users and channels. Create conditions and

apply them to text for audience customization. If you hide conditions, the remaining text and anchored objects reflows

automatically in your layout. See “Use conditional text” on page 144.

All language user dictionary

Add a custom word, name, or phrase to a user dictionary and all languages treat the term as correctly spelled. See “Add

words to dictionaries” on page 174.

Smart Text Reflow

Treat InDesign as a word processor. Let InDesign add or remove pages automatically when you type text, hide

conditions, or change or your text flow. See “Use Smart Text Reflow” on page 137.

Autocorrect editing

Edit entries on your Autocorrect misspelling list without having to delete and add entries.

Table enhancements

Tables in the Story Editor display text in sequential columns and rows for easy editing. See “Working with tables in

Story Editor” on page 276.

Apply changes to cell and table borders without reselecting the stroke proxy borders.

Add inline notes in tables to collaborate more effectively. Store alternate text, designer communications, and other

annotations in notes linked to specific text in a table. See “Adding editorial notes and tracking changes in InDesign”

on page 670.

Nested line styles

Use nested line styles to apply complex character formatting through the end of a line. Formatting remains unchanged

when text is edited. See “Create nested line styles” on page 191.

Style creation in context

In dialog boxes where you can select a character or paragraph style, you can create a style without having to exit the

dialog box. This ability is especially useful when you’re generating a table of contents, creating nested styles or GREP

styles, or using Find/Change to change text formatting to a style.

GREP styles

Apply character styles to any text in a paragraph that matches the GREP expression you specify. See “Create GREP

styles” on page 194.

Better style group management

Move styles in or out of style groups when synchronizing a book without creating duplicate styles. See “Synchronize

book documents” on page 293.

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Graphics and drawing improvements

Edit Original flexibility

Use the Edit With command to choose which application to use to edit a placed item instead of relying on the operating

system to default to the appropriate program. See “Edit original artwork” on page 372.

Constrained placement of graphics

A frame drawn while an image is in the loaded cursor constrains to the proportions of the graphic. The graphic then

fits to the frame proportionally and is centered unless frame fitting options have been applied to the frame. While

dragging out a frame with the loaded cursor, the scale is displayed as part of the cursor. Hold down Shift to drag a non-

constrained frame.

Placing multiple graphics as a contact sheet

Quickly create a contact sheet by placing multiple images in a grid arrangement. When placing multiple images, hold

down Ctrl+Shift (Windows) or Command+Shift (Mac OS) to drag a grid of images. Use the arrow keys to control the

number of rows and columns in the grid.

Multiple artboard placement

Cycle through multiple artboards created in Adobe Illustrator® CS4 for quick placement in your InDesign document.

See “Importing PDF pages” on page 351.

New Pathfinder panel buttons

Use one step to join paths, open paths, or reverse paths by clicking a button in the new Paths row in the Pathfinder

panel.

Convert Point menu commands

Convert corner points to smooth or line end points using the Convert Point commands that are now accessible

through the menus.

Text stroke control

Adjust stroke cap, end join, miter limit, and stroke alignment on text without having to convert characters to outlines.

These stroke options are also available in styles. See “Change the color, gradient, or stroke of text” on page 235.

Free Transform tool improvements

Resize an object more easily using the Free Transform tool, thanks to larger hit zones around object handles and the

ability to resize along object edges. See “Transform objects with the Free Transform tool” on page 389.

Keyboard shortcuts for scaling and sizing

Use new options in the keyboard shortcut editor to easily create shortcuts for increasing and decreasing size. Separate

keyboard shortcuts are included for scaling and sizing objects.

See “Keys for transforming objects” on page 681.

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Interactivity features

Page transitions in PDF and SWF files

Apply page transitions directly in InDesign to individual pages or all spreads at once with a single click. See previews

of available transition types, and control the direction and speed of your transitions for output to SWF and PDF files.

See “Page transitions” on page 543.

Enhanced buttons

Build interactive buttons using the updated Button panel. Design custom buttons or select a button from the integrated

button library. Create buttons that let you navigate within a dynamic document, launch a movie, or play a sound. See

“Buttons” on page 545.

Redesigned Hyperlinks panel

Use the redesigned Hyperlinks panel to easily create hyperlinks that navigate to external URLs, link to files with

supplemental information, launch an e-mail client, or jump to a page or section of a page within the same or even a

different document. Verify your hyperlinks directly in InDesign CS4 with no need to export the document to a PDF

or SWF file for testing. See “Hyperlinks” on page 526.

Cross-references

Insert and edit cross-references. Choose among different formats, or create your own. Cross-references are easily

updated when pagination changes. See “Cross-references” on page 532.

Extensive integration

Export to Flash (SWF)

Create dynamic content without having to work in the authoring environment of Adobe Flash. Export SWF files

directly from within InDesign, complete with page transitions, interactive buttons, rollovers, and hyperlinks.

Automatically launch the Adobe Flash Player and preview a SWF file simply by exporting your InDesign layout.

See “Export content to SWF” on page 117 and “Create interactive SWF (Flash) files for the web” on page 518.

Export to Flash (XFL)

Export your InDesign document in the new XFL file format for opening in Adobe Flash® CS4 Professional. Use the

Flash authoring environment to add video, audio, animation, and complex interactivity.

InDesign text exported as XFL remains fully editable when the XFL file is opened in Adobe Flash CS4 Professional.

InDesign automatically converts high-resolution print assets (CMYK) to low-resolution web assets (RGB) upon

export as an XFL file.

An image placed multiple times in your InDesign document is saved as a single image asset with shared locations when

exported as an XFL file.

See “Export content to XFL” on page 118.

Interactive PDF enhancements

Author interactive PDF documents by adding SWF files, Quicktime movies, and sound clips to your page layouts.

Create interactive buttons, apply page transitions, and embed hyperlinks, cross-references, and bookmarks to create

an immersive reading experience.

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See “Creating interactive documents for PDF” on page 523.

Integration with Adobe Bridge CS4

Browse, organize, label, and preview graphics and InDesign documents, templates, and snippets in Adobe Bridge.

Drag and drop assets from Bridge into layouts easily and efficiently. Search for files using metadata that specifies

keywords, fonts, colors, and more. See “About Adobe Bridge” on page 100.

Integration with Adobe Version Cue CS4

Connect to Version Cue Server projects using Adobe Drive. The connected server appears like a hard drive or mapped

network drive in Windows Explorer, Mac OS Finder, and dialog boxes such as Open and Save As. See “Adobe

Version Cue” on page 101.

InDesign Markup Language (IDML)

InDesign Markup Language, an XML- based file format, allows developers to assemble and disassemble InDesign

documents using standard XML tools and without having to open INDD files. See “Save an InDesign Markup (IDML)

document” on page 104.

As a result of the new markup language, many filename extensions have changed in the InCopy workflow.

Assignments improvements

New assignment operations in InCopy workflows are now enabled for unsaved InDesign documents. You are now

prompted to save the document.

The Assignments panel also included different options to update assignments. These options include Selected, Out-

of-Date, and All. The All option updates all assignments, including those that aren’t out of date, thereby letting you

view design changes that don’t affect the composition of assignment text.

Adobe Services

Adobe community help Get help from the biggest talent pool out there, quickly, with targeted searches.

ConnectNow Collaborate with clients, colleagues, and vendors by sharing your desktop so that you can quickly

complete group reviews and show your work with ease. Choose File > Share My Screen.

Adobe kuler panel Explore, create, and share colors using Adobe kuler, a web-hosted application for experimenting

with color and sharing themes with the online kuler community. Designed to both stand alone and complement

Adobe Creative Suite software, kuler uses Adobe Flash technology to bring you online tools for color theme creation.

You can save themes to your own Mykuler space, share them publicly, receive themes via RSS feeds, and more.

File Type CS3 extension CS4 extension

Assignment files .inca .icma

Content files .incx .icml

Exported files .incx .icml

Package files for InCopy .incp .icap

Package files for InDesign .indp .idap

InCopy template files .inct .icmt

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Adobe InDesign CS4 Operating instructions

Adobe InDesign CS4 Operating instructions

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