Adobe InDesign CC 2015 - Manual (Page 635)

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Automation
Last updated 6/6/2015
• To delete a placeholder, select the placeholder and press Backspace or Delete.
Note: In Story Editor view, text placeholders are displayed in the same way as hyperlinks. Some Data Merge panel options
are not available in Story Editor view.
Set content placement options
Use the Content Placement Options dialog box to specify the default settings for the current document or for all future
data merge projects. You can specify how the image is placed, whether images are linked or embedded, whether blank
lines are removed for empty fields, and the maximum number of records for each merged document.
1 Do one of the following:
• To affect only the current document, open the target document.
• To affect all future documents you create, close all documents.
2 Choose Window > Utilities > Data Merge.
3 Choose Content Placement Options from the Data Merge panel menu.
4 Change the content placement options. (See Content placement options .)
5 Click OK.
Merge records
After you format the target document and insert fields from the data source file, you’re ready to officially merge the
information from the data source with the target document. You can merge the records to another InDesign document
or directly to PDF. When you merge, InDesign creates a new document or PDF based on the target document, and
replaces the fields in the target document with the appropriate information from the data source file.
When you merge a document that includes data field placeholders on master pages, those master page items will be
copied into the master pages in the newly generated document.
Merge single or multiple records
1 With the target document open, do one of the following:
• Choose Create Merged Document from the Data Merge panel menu, or click the Create Merged Document
button .
• Choose Export To PDF from the Data Merge panel menu.
2 On the Records tab, for Records To Merge, select All Records to merge all the records in the data source file, select
Single Record to merge a specific record, or specify a Range of records to merge.
3 For Records Per Document Page, do one of the following:
• Choose Single Record so that each record starts at the top of the next page.
• Choose Multiple Records to create more than one record per page. (For example, to print mailing labels.)
You cannot merge multiple records if the data fields appear on a document page in a document with multiple
pages, or if data fields appear on multiple master pages.
4 Select Generate Overset Text Report With Document Creation to automatically open a report that tracks overset
conditions created during the merge of the data into the InDesign document. (See
Overset text reports .)
5 Select Alert When Images Are Missing to display a missing link alert when one or more images are not available.