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Chapter 3
Setting Up A Document
© 2010 Delmar, Cengage Learning
Chapter Objectives
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Create a new document
Create master pages
Apply master pages to document pages
Place text and thread text
Modify master pages and document pages
Create new sections and wrap text
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Create a New Document
• You create a new document in the New
Document dialog box.
• Here you choose page size, margin size, gutter
size and page orientation.
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Create a New Document
• Page size is equal to the width and height of the
final document.
– also known as trim size
• Orientation refers to the page being tall or wide.
– Portrait orientation is tall and Landscape is
wide
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Create a New Document
Enter
number of
pages in
document
Landscape
Portrait
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Create a New Document
• Margins and columns are very useful as layout
guides, and they play an important role in
flowing text
• Gutter refers to the space between the columns
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Create a New Document
• Master pages are templates that you create for
a page layout.
• Once created, you apply the master page to the
document pages you want to base on that
layout.
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Create a New Document
• Master pages are found on the Pages panel
• The default master page is called A-Master.
• Master pages can be single pages or left and
right facing pages
• Everything on a master page is automatically
placed on document pages based on that
master
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Create a New Document
• You use the Pages panel to add, delete, and
reorder document pages.
• You also use the Pages panel to add, delete,
and apply master pages to document pages.
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Create a New Document
Single master page
Default master page
Left and right master
pages
Document pages
based on the AMaster
Create new page
button
Delete selected
pages button
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Create a New Document
• All objects on the master are called master
items and function as a place where objects on
the document pages are to be positioned.
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Create a New Document
• Guides are horizontal or vertical lines that you
position on a page.
• Guides are used to help guide you in aligning
objects on the page.
• When the Snap to Guides command is checked,
objects adhere more readily to guides.
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Create a New Document
• You have a number of options for creating
guides.
• You can create them manually by “pulling” them
out from the horizontal and vertical rulers.
• You can also use the Create Guides command
on the Layout menu.
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Create a New Document
• You have a number of options for creating
guides.
• You can create them manually by “pulling” them
out from the horizontal and vertical rulers.
• You can also use the Create Guides command
on the Layout menu.
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Create a New Document
Guides
Column
Gutter
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Create a New Document
Guide
Guides have
a horizontal
or vertical
location
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Create a New Document
QUICKTIP
Smart Guides allow you to easily snap objects to other items in your layout,
such as aligning edges or the center of the page. When you move or create
an object, you will see the smart guides dynamically appear until you have
snapped that object into place. By default, the Smart Guides feature is
enabled. To turn Smart Guides on or off, Choose View, Grids & Guides,
Smart Guides. You can also change the appearance of the Smart Guides
through Preferences, Guides and Pasteboard.
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Create a New Document
• In InDesign, you modify guide colors by
selecting them, then clicking the Ruler Guides
command on the Layout menu.
• Choosing a new color in the Ruler Guides dialog
box affects only the selected guides.
• When you create more guides, they will be
created in the default color.
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Create a New Document
• You modify the color of margins and columns in
the Guides & Pasteboard section of the
Preferences dialog box.
• The new color affects only new pages in the
existing document.
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Create a New Document
• The Transform panel identifies a selected
object’s width and height, and its horizontal and
vertical locations on the page.
• You can select an object and change its size
and location by changing values on the panel.
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Create a New Document
• InDesign defines the position of an object using
X and Y location values on the Transform panel.
• The zero point of the page is, by default, at the
top-left corner of the page.
• X and Y locations are made in reference to that
zero point.
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Create a New Document
• When an object is selected, the X Location value
is the horizontal location—how far it is across
the page—and the Y Location value is the
vertical location—how far it is down the page.
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Create a New Document
Selected frame
is 1" × 1"
Width text box
Nine reference points
Height text box
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Create a New Document
Zero point (default)
The top left corner
of this object is 1 inch
horizontally and 1 inch
vertically from the zero
point of the page
X Location value
Y Location value
Selected reference point
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Create a New Document
QUICKTIP
X and Y Location values for circles are
determined by the reference points of the
bounding box that is placed around circles when
they are selected.
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Create a New Document
QUICKTIP
You can perform calculations in the text boxes
on the Transform panel. For example, you could
select an object whose width is three inches. By
typing 3 - .625 in the W text box, you can reduce
the object’s width to 2.375 inches.
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Create a New Document
• The Control panel docked at the top of the
document window by default, is similar to the
Transform panel.
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Create a New Document
• Transform is a term used to describe the act of
moving an object, scaling it, skewing it, or
rotating it.
• You can transform objects using the Transform
panel.
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Create a New Document
Rotation angle
Original
position of
object
Object rotated from its
Original position 90
degrees from its lowerleft
point
Lower-left reference
point
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Create Master Pages
• You create new master pages by clicking the
New Master command on the Pages panel
menu.
• You can name the new master and change
margin and column settings
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Create Master Pages
• You can base a master page on an existing
master page.
• You can also load a master page from another
InDesign document.
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Create Master Pages
Master pages
with names
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Create Master Pages
• To apply a master page to a document page,
drag the master page icon on top of the
document page icon.
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Create Master Pages
Drag master page icon to
document page
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Create Master Pages
• Items that you may put on a master
– Automatic page numbering
– Use the Current Page Number command
• Create a text frame, click inside the text frame,
click Type, point to Insert Special Character,
point to Markers, then click Current Page
Number
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Create Master Pages
• To create automatic page numbering in a
document:
– Use the Current Page Number command
– Create a text frame, click inside the text frame, click
Type, point to Insert Special Character, point to
Markers, then click Current Page Number
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Create Master Pages
• The automatic page number represents the
individual page numbers that will appear on
every page.
• If you add or delete pages, the page numbering is
updated automatically.
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Create Master Pages
• In text boxes you can insert additional white
space before or after a character.
• An em space is equivalent to that of the lowercase letter
m in the current typeface at that type size.
• The width of an en space is narrower—that of the
lowercase letter n in that typeface at that type size.
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Create Master Pages
• You can also insert dashes:
– to insert an em dash or an en dash, click Type
on the Application bar, point to Insert Special
Character, point to Hyphens and Dashes,
then click either Em Dash or En Dash.
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Create Master Pages
• Create a new master based on an existing
master by clicking the Based on Master list
arrow in the New Master dialog box.
Based on Master list arrow
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Create Master Pages
• New masters based on others have all of the
same master items.
• To override or unlock a master item, press and
hold [Shift][Ctrl] (Win) or [Shift] [command key]
(Mac) to select those objects on the new master.
• Make necessary changes to new master.
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Place Text and Thread Text
• To place text, create a text box, click inside it,
then click the Place command on the File menu.
• Find the text document that you want to place,
then click Open.
• Click the loaded text icon inside the text box or
drag to create a new text box.
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Place Text and Thread Text
• To place text, create a text box, click inside it,
then click the Place command on the File menu.
• Find the text document that you want to place,
then click Open.
• Click the loaded text icon inside the text box or
drag to create a new text box.
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Place Text and Thread Text
• InDesign provides many options for threading
text—linking text from one text frame to another.
• Text frames have an in port and an out port.
• Overset text is indicated by a red plus sign in
the out port. Click the overset text icon to thread
text to another text box.
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Place Text and Thread Text
Overset text icon
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Place Text and Thread Text
• Text threads show how text is linked from one
text box to another.
• To view text threads, click View on the
Application bar, then click Show Text Threads.
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Place Text and Thread Text
Text thread
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Modifying Master Pages
• You can override a master item by pressing and
holding [Shift][Ctrl] (Win) or [Shift] [command]
key (Mac) while clicking a master item. This
unlocks the item making it easily modified.
– Known as a local change
• To remove an override, click the Pages panel list
arrow, then click Remove All Local Overrides.
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Modifying Master Pages
• Detach master items that you no longer want
associated with master pages.
• First override the master item, then click the
Pages panel list arrow, and click Detach
Selection From Master.
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Create New Sections and Wrap Text
• Sections are pages in a document where page
numbering changes.
• To create new sections, click the page icon in
the Pages panel where you want to new section
to start.
• Choose the Numbering & Section Options
command on the Pages panel menu.
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Create New Sections and Wrap Text
• The New Section dialog box opens.
• Choose a number style and determine which
page the new style should begin on.
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Create New Sections and Wrap Text
New section will begin by listing
this number—in the style
specified below—as the page
number on the document page
Style
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Create New Sections and Wrap Text
• Wrapping Text Around a Frame
– When you position a text frame or a graphics
frame near another frame that contains text,
you can apply a text wrap to the overlapping
frame in order to force the underlying text to
wrap around it.
• The Text Wrap panel offers many choices.
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Create New Sections and Wrap Text
Wrap around
bounding
box
button
Wrap around
object shape
button
No text wrap
button
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Create New Sections and Wrap Text
Offset section
of Text Wrap
panel
Selected
frame with
offset
bounding
box
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