Adobe® InDesign® Creative Cloud® Intermediate: Beyond the Basics


Lesson Info


Printing's kind of a variable because again we don't know what's happening with it afterwards. The PDF is kind of where everything lives. But first we're going to package up this file. So we're gonna take this file and we want to package it up so that somebody else can use it. Now, sometimes I package this up to send if somebody else is going to work on it. Or maybe I have a designer that's done a lot of the information, I need them to package it up for me and send it to me. And I need to make sure that everything comes with that. And yes my fonts, those fonts usually come along with it. Now the nice this is if it's using TypeKit fonts it's gonna, I think it actually bundles them. I'm not sure if it bundles them or just references them. But again, it just knows that it's a TypeKit font. But when you do package, it will package up the images for you, all the links, remember we're linking them. We never really put the image entirely inside our InDesign file, we linked it to somewhere els...

e. And so it's going to go ahead and find where those links are, it's gonna gather them all up, and one of our options is to put them in a new folder that's in this little package that we're making. And to update the links to that folder. And that's what we want 'cause if it's going somewhere else, it's leaving our desktop, we obviously don't want them to get, open up a file and it says "You have 54 links that all need updating." Now they can update them if you've included them but they've gotta point where the folder is and update it. If you tell it to update it in the package it says "Okay I'm grabbing these images from all over here and "putting them here, but I'm putting them in this folder." And now it tells the InDesign file, "This is where "the images are so link those all out." And it does all that. So when you send that out and you open it up it automatically is looking in that right folder. So that's if you're sending it to someone else for printing, someone else to work on, you wanna make sure they have everything. Don't go out to your desktop and drag out the InDesign file, and then try and remember what fonts you used, and go and find those on your machine, and drag those. Let InDesign do the work for you. And we're gonna see there's actually some other things we can do with the package as well. The other thing I use that for, I'm kind of a sloppy person. My desktop at home does not look anything like this. It doesn't even look like the one I use to present on. I usually have three files sitting on the desktop. My desktop is so covered I can't even find my desktop picture. I don't even know what my desktop picture is anymore, right? So I have everything everywhere. So sometimes it's because someone goes "Oh here's that file you need." and they send it to me on an email. Boom, drag it to my desktop, perfect. Okay, oh Dropbox? This is in Dropbox? Good, well I don't know where Dropbox downloads I think it downloads to my download folder, which is not my desktop folder, so that's somewhere else. So I know where it is and I know what it's called. So then I'm like "I gotta get going on this job, "I gotta start right now." So people are sending me things, Dropbox, maybe I found something online, some royalty free stuff or I went to one of the stock photography places and downloaded something. And I start working on the job, and I start going "oh and that link over here and that link over here." and now it's all over. And at some point, usually a day or two into the project I have time to breathe and I think "All right Erica, "Let's get some object styles." 'Cause you know I forgot those. So I get some object styles maybe I got my character and paragraph styles, we'll get those going. And let's get these links under control because they're everywhere and I don't even know where they are. Sometimes I drag them right out of my email and I'm not even sure if I'm supposed to- I don't even know. So I go and package it up, because what that's gonna do is grab all those and put it in a folder. And then I'm gonna take that folder and put it in my client folder. And I'm gonna look really neat and really organized. Even though when it started it was chaos, right? But at some point I take a moment to breathe and package it all up. So that's what the package operation is. So it's under file down near the bottom it's called package. And actually you need to save it, it'll probably tell me I need to save it. Oh, perhaps I've already saved it. So it gives me a summary. I'm not gonna worry about the summary. I'm gonna go through each thing and actually look at it. Fonts first of all. It's gonna tell me what fonts I'm using. It's gonna tell me if they're OpenType, TrueType, or whatever. My status and whether or not they're protected. Now you might have a protected font, now I've told you that your license probably says you can't send them off, but most of them don't have that built in. Some of them do, it says you can't even package that up. Nope, it's built into the font. So this one tells me this is embedded. For whatever reason I've embedded- or this font is embedded. I don't know what I did with it but somehow it's embedded. So I can look at each of the fonts and see where they are if I need to. I just wanna make sure it says they're okay. And I was probably gonna do that earlier with my find font dialogue and make sure that it's all okay. Again, I don't wanna wait 'til I'm packaging it up to find out something's wrong. This is gonna tell me that I have 23 links and none are modified or missing, inaccessible, embedded. But there are 21 using RBG color space. That's gonna tell me that regardless of what I have in my Free Flight. It just tells me that's what's there. So that's fine. I can look and just make sure it's linked and it's not missing or anything, it's RGB. That's fine I don't care about that. And I've got some PDFs in there as well. I can also say show problems only. Well that's everything 'cause it thinks that that's a problem. Show problems only, nothing in the fonts. That's good. Colors and inks, not gonna worry about it 'cause I'm just packaging them up to send to somebody else. Print settings is gonna tell me what I did last time and if I used any external plugins, which I'm not gonna worry about either. I'm gonna click package and it says I need to save it first so let's go ahead and save that. And I have this instruction file, and this is great to send off to a printer. Nobody's ever gonna read it just so you know, but it's there. I like to put that in there. You have all your contact information and what you should actually do with the file. And the instructions text will tell you all the links that are in there, all the colors that are used, all the fonts that are used, everything. And that's a really good piece of information. I like it because if I am just packaging up for myself, I have a nice little list to see what it is I used in that file. So let's hit continue, now I have a million choices to make here. Where do I need to save this? I'm gonna save this out it automatically takes your document and adds folder at the end 'cause it's gonna make a folder. So Wilde Book Folder and I choose where I want it to sit. Now I have a lot of options here. Generally what I keep checked are copy fonts, it will not bring in the Cyrillic, Japanese, or Korean, or the TypeKit fonts. See there's my answer, it does not actually bring in the TypeKit fonts. So that's all right. Otherwise it will copy it from wherever it sits on my hard drive and put it into a folder. That's the thing I'm not really supposed to send. In fact we're going to get a message in a minute from the font police reminding us that, you know. Copy the linked graphics, yes. That's important 'cause that's what I'm trying to do right here is just straighten up my workspace. So yes, copy those and update the graphic links in the package. So again it links it to that new folder we're creating. That means you're gonna have double versions of each. You're gonna have all the images where they sit on your desktop and in this folder. You probably have enough hard drive space for that. If you're sending off to somebody, no big deal right? Use document hyphenation exceptions only, I tend to not have that on. Just because that just confuses me that there's more hyphenation items to worry about. Include fonts and links from hidden and non-printing content. I tend to do that because I may have turned off a layer that I turned off by mistake, or maybe like that cover the last thing I did was only have one showing, and the other two are there but I need that information to go, I need those images to go into the package. So I tend to turn that on. If I have more stuff in there, that's fine. I can include the IDML file, this is that file that we can save it to an IDML which lets people in previous versions open that up. So I can go ahead and put that in there. That's kinda nice, this is a newer feature that you can include that. So you don't actually have to save one out for yourself and then do the package, you can all do it in one fell swoop. And I like that in case somebody opens it and they're in CC 2014, I knew they were on the cloud I just said "Hey are you in Cloud?" Yeah they are but I didn't realize they were in and I have 2015 and those are two separate apps actually. So I need to make sure I have that there. And I can include a print PDF and I can even use my PDF presets. And we're gonna get into that in just a second. But I can go, yeah let's go ahead and do that. Let's include a low res proof PDF as well so they can open it and see what it's supposed to look like. And then when they open the InDesign file they can make sure it looks like that PDF. So again I don't have to make these separately and also throw those in there. Does it all like that. Instructions is that instruction file, I can view those instructions if I want afterwards. So I'm gonna go ahead and throw that into that and just say package. There's my font police, and this is getting longer and longer every year. So it just basically says "You really shouldn't be including the fonts so don't do that." And you say "Okay sure I wouldn't even dream of that." You send that. It does send me that my blend space doesn't match. All right so apparently I am sending it, let's see I must be sending it, what doesn't match the- oh the export PDF I have set up to be in RGB obviously, and it's set up to be CMYK. So it's just letting me know that it's different. You can tell it don't show that again. That may or may not be an issue for you. So when we're done we're gonna have a folder eventually. And we're gonna go out to the desktop and there's our folder. So here's what I can send off to someone else that's working on it or the printer that wanted that. Or again, I'm gonna drop this in my client folder and now wherever I had it sitting before, I'm gonna throw that version away. I'm gonna throw away all the weird links that are in my download folders and Dropbox and whatever else. So now I have my InDesign file, I have the PDF proof so everybody knows what it's supposed to look like. I have an IDML file if they have an older version. I also have that instruction file that nobody ever looks at. But that's all right. It has my contact information, it'll fill out whatever I put in last time. It tells me I have some external plugins, which might be an issue or might not. I have the fonts, these are the name of the fonts, these are the colors I'm using, these are the links, this is the print setting that I used last time. And here's everything that's inside the package as well. So it's just a nice list of everything that's in there. In my document fonts, what this automatically does, they added this a few versions ago that it automatically takes the document fonts and creates the- so you don't have to load these fonts. Because they were used it puts it in there so when I open it or when somebody else uses it, it will automatically use the fonts that are in here and automatically activate them and let you use them. So you don't have to drag them in and set them up. That's kind of good, you could kind of, maybe justify the fact that your fonts went traveling to somebody else you say, "Well they're only gonna open it "when it's this job, they're not gonna load it "and use it for everybody else." Right? Again, not really, it's not even a gray area. I love when people say it's a gray area. It's not really a gray area, it's just we treat it like that, you know? But again if I open that on another machine of mine, then at least I know I don't, "Oh I have to change "that font over here." It's here, it's ready to go if I move it to another machine. Links, these are all the images that I used inside my document. And again in this new version of the InDesign file that it just created, it linked it to this folder particularly so now it travels together and it's all kind of in this neat little package. So in that case I might just right click on that, compress that up to a zip file, boom. Now I have this nice zip file ready to go. I tend to do that especially if I'm emailing it or sending it Dropbox. I don't want any little thing being corrupted. You put it in a zip file and it's protected. So I send that on. That's usually what I do with that. So that's how I'd package it up, whether I'm sending it to somebody else or I'm sending it to a printer that way.

Adobe® InDesign® Creative Cloud® enables you to create rich documents and layouts that combine graphic elements, images, and text. Advance your design skills with Adobe® InDesign® Creative Cloud® Intermediate: Beyond the Basics with Erica Gamet.

In this class, Erica will help you tackle complex design projects and share best practice techniques in Adobe® InDesign® Creative Cloud®

You’ll learn how to:
  • Manage multi-page documents and use master pages
  • Automate your workflow and save time
  • Select character and paragraph styles
You’ll learn about advanced exporting options and she’ll offer tips on taking advantage of the extensive selection of assets in the Creative Cloud® Libraries.

If you’ve mastered the basics are are ready to advance your design skills, don’t miss Adobe® InDesign® Creative Cloud® Intermediate: Beyond the Basics with Erica Gamet.

Level: Intermediate/Advanced. Recommended prerequisite: Adobe® InDesign® Creative Cloud® for Beginners

Software Used: Adobe InDesign CC 2015.1



  • As an absolute beginner to InDesign, I purchased both of Erica's classes and man was she helpful. I highly recommend this course to anyone unfamiliar with the software to give them some great footing. Thank you Erica and thank you Creative Live!
  • I am using Erica's videos to supplement my "Classroom in a book series" on Indesign. The beauty of this is that I can go through the sections of the book and when I get to something, like Master Pages, that I can't quite follow I jump to the video. I gain the understanding I need by listening and watching Erica and then go back to the book and finish the project with a lot more under my belt. The book gives me real examples to complete but does not give me that "personal" touch. Thanks Erica for being my personal coach. This has worked perfectly.
  • This was really helpful, although *very* fast paced! But gave me a lot of great ideas to take my InDesign use to another level. Thanks!