InDesign and InCopy: Collaborative Workflows

Course details

Learn how Adobe InCopy and InDesign can work together, enabling editors and designers collaborate on publications, with no additional hardware, software, or expensive publication management systems. Discover how to set up for the workflow, how to address cross-platform Mac and Windows issues when working in a mixed environment, how to work with remote writers and designers, and how to integrate InCopy with Microsoft Word.

Learning objectives
Setting up projects and users on a local network
Managing remote users
Copyfitting and formatting text
Using advanced editing tools
Working with paragraph, character, and table styles
Tracking changes in InCopy and InDesign
Creating cross-references and hyperlinks
Creating InCopy templates
Combining InCopy with Microsoft Word
Inserting and formatting images
Reviewing features specific to InDesign

Concepts

0. Introduction

01 - Welcome
02 - A quick note from the instructor
03 - Using the exercise files

1. Getting Started with InDesign and InCopy

04 - Overview of this course
05 - Understanding the parallel workflow
06 - Rewards and challenges in the new workflow
07 - Requirements and recommendations

2. The Basic Workflow

08 - Setting up projects and users
09 - Understanding stories and frames
10 - Making stories editable for InCopy from InDesign
11 - Editing workflow stories in InCopy
12 - Checking stories in and out
13 - Completing a project in InDesign

3. The InCopy Interface

14 - Three main views of a file
15 - Becoming familiar with default panels
16 - Customizing the interface
17 - Navigating stories and views

4. InCopy Editing Essentials

18 - Working with the Assignments panel
19 - Editing in Layout view
20 - Editing in Story or Galley view
21 - Copyfitting text
22 - Inserting special characters
23 - Importing text
24 - Working with read-only layouts

5. Formatting Text in InCopy

25 - Applying styles for copyfit
26 - Applying local character formatting
27 - Applying local paragraph formatting
28 - Splitting and spanning columns
29 - Using the Eyedropper tool to copy paste formatting

6. Useful InCopy Tools

30 - Checking spelling
31 - Using the language dictionaries
32 - Using the thesaurus
33 - Using Find Change
34 - Working with the Autocorrect feature
35 - Building text macros
36 - Using inline notes
37 - Working with built-in scripts

7. Advanced Text Editing in InCopy

38 - Adding footnotes
39 - Using conditional text
40 - Creating hyperlinks
41 - Inserting cross-references
42 - Working with tables

8. Tracking Changes in InCopy

43 - Setting up and using Track Changes
44 - Customizing the markup
45 - Accepting and rejecting changes

9. Working with Images in InCopy

46 - Using the Position tool
47 - Using the Object menu
48 - Importing and replacing images
49 - Inserting images into the story
50 - Using Mini Bridge and Bridge

10. Using InCopy in Standalone Mode

51 - Creating new InCopy documents
52 - Creating InCopy templates
53 - Opening linked InCopy stories directly
54 - Opening Word files in InCopy
55 - Placing Buzzword files in InCopy

11. Outputting Projects from InCopy

56 - Exporting stories to Word, RTF, and Buzzword
57 - Exporting layouts to PDF
58 - Exporting galleys and stories to PDF
59 - Printing from InCopy

12. Managing the Workflow from InDesign

60 - Exporting stories from the layout
61 - Working with the Assignments panel in InDesign
62 - Editing and updating files
63 - Using inline notes
64 - Workflow features in the Links panel
65 - Placing new InCopy files
66 - Closing out of a project

13. Using a Layout-Based Workflow

67 - Layout workflow overview
68 - Updating stories and designs
69 - Tips for successful layout workflows

14. Using an Assignments-Based Workflow

70 - Creating assignments in InDesign
71 - Working with assignments in InCopy
72 - Keeping layout files local
73 - Solving common assignment issues

15. Using a Remote (Off-Site) Workflow

74 - Creating assignment packages in InDesign
75 - Working with assignment packages in InCopy
76 - Keeping packages up to date
77 - Using DropBox with an InCopy workflow

Conclusion

78 - Community help and resources
79 - Goodbye