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Adobe InDesign CS5 : Understanding Your Workspace (part 1) - Exploring the Interface & The Document Window

9/29/2011 3:44:13 PM
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It doesn’t really matter whether you’re a “Mac person” or a “PC person” when you’re working in InDesign CS5. For the most part, the interface controls look and behave the same way on either Windows XP/Vista/7 or Mac OSX. The exceptions are the usual shortcut key differences, a few menu commands, and some system-specific buttons and controls (mostly in regard to printing and exporting documents).

Let’s take a look at the main interface controls in InDesign CS5.

The InDesign CS5 Interface

The InDesign interface is very intuitive and easy to navigate. Everything you need to work with and create layout documents is right at your fingertips. The first interface item you should familiarize yourself with is the Welcome Screen.

Shown in Figure 1 is the default, Essentials Workspace for InDesign CS5. These are the main elements you will be working with:

  • Menu Bar: You can access any of the menu list options by clicking any of the word headings in the menu bar.

  • InDesign Application Menu: This “Mac only” menu provides access to InDesign’s application-specific options, such as Preferences, as well as some other Mac OS X system features such as Hiding and Showing.

    In Mac OS X, you can hide InDesign by Option-clicking anywhere in the desktop area behind the open document. Note that the Application Frame option must be disabled for you to do so.


  • Application Bar: View options, zoom percentage, screen mode, and arrange options are all available from the Application Bar drop-down lists.

  • Control Panel: Options for the tool you currently have selected in the Tools panel always appear here.

  • Tools Panel: You can access any of the InDesign tools by clicking one of the icons shown in the Tools panel.

  • Panels: All the panels can be accessed under the Window menu in the menu bar. They are listed alphabetically in the main pull-down, but note that some are grouped into submenus within the list. After they are accessed, all panels (other than the Tools panel or the Control panel) appear docked on the right side of your screen, but can also be relocated within the dock, grouped with other panels, or released from the dock and left free-floating.

  • Welcome Screen: This dialog box appears only when you first launch InDesign. It contains links for opening recent documents, creating new documents, and accessing the InDesign community via the Internet. If you’d prefer not to see the Welcome Screen every time you launch InDesign, enable the Don’t Show Again option located in the lower-left corner of the dialog box.

    Figure 1. This is the startup Welcome Screen that you see the first time you launch InDesign CS5.

In Mac OS X or Windows, you can press Tab to hide all the controls in the interface at once and focus on the document window. Press Shift+Tab to hide all the panels except the Tools panel, the Control panel, and the Application Bar.


The Preferences command, which is located under the InDesign menu in Mac OS X, is located under the Edit menu in Windows.


Figure 2. This is the screen you see the first time you launch InDesign CS5 in Windows.

The Document Window

Anytime you open or start a new document InDesign places it in its own document window. You can view all the pages in your document within this window (see Figure 3).

Figure 3. Every document window contains its own set of rulers, as well as controls for accessing specific pages of a document.

The document window includes the following items;

  • Title Bar: The filename and view magnification percentage are always displayed at the top of the document window in the title bar.

  • Pasteboard: The work area for creating page layouts and designs is always surrounded by a thin rule and a hard drop shadow. The white area outside the pasteboard is not printable. If you Control-click (Mac) or right-click (Win) in the Pasteboard area, you can access various commands, depending on which tool you currently have selected.

  • Adjust Ruler Origin: Click and drag to change the zero point in your document (the point of origin for your rulers). Double-clicking this area resets the zero point to the top-left corner.

  • Page Access: In the bottom-left corner of the document window are controls for accessing specific pages in the document. The number that is displayed indicates which page you are currently viewing in the document window. Click the arrow to the right of it to select a different page from the footer menu, or double-click in the text field to type in the number of the page you’d like to view. A group of arrow buttons enables you to access the next spread, previous spread, and first or last page of the document.

  • Preflight Status: By default, InDesign’s Preflight option is always on, which allows InDesign to automatically check for document errors in the background while you work. InDesign displays any Preflight prepress check errors that it finds in the document at the bottom of the window. Click the arrow to the right of the status display to select different Preflight options from the footer menu.

  • Reveal Menu: Click the Reveal Menu button at the bottom of the document window to choose a display option from the footer menu. You can choose to reveal the document in the Finder (Mac), Explorer (Win), Bridge, or Mini Bridge.

  • Rulers: When visible, the rulers always surround the top and left sides of a layout in the document window.


Hiding/Showing Rulers

To display the document rulers, follow these steps:

1.
To show or hide the rulers in a document window, choose View, Show/Hide Rulers or press Cmd-R (Mac) or Ctrl+R (Win).

2.
To choose the unit of measurement that you’d like to display in each ruler, choose InDesign, Preferences, Units and Increments (Mac) or Edit, Preferences, Units and Increments (Win) to access the Units and Increments panel of the Preferences dialog box.

3.
Select an option from the Ruler Units area of the panel. Note that each ruler (Horizontal and Vertical) has a separate drop-down list, which enables you to select a different measurement unit for each ruler.

You can also change units and ruler display options by Control-clicking (Mac) or right-clicking in the ruler area and choosing a command from the contextual menu.


The ruler area also enables you to click and drag guidelines (referred to as ruler guides) onto the pasteboard. Hold down Shift as you click and drag to snap the guide to the nearest ruler increment. Double-click in the ruler area to add a guide at that exact measurement point on the page.

 
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