Working with files and templates, Recommended workflow for indesign documents – Adobe InDesign CC 2015 User Manual
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Workspace and workflow
Last updated 6/6/2015
• Creating stroke styles. (See
In general, change the feature settings in the dialog box, and then save the settings. Styles and presets are stored in the
document in which they are created. You can use the settings from another document by importing or loading the styles
and presets from that document. In addition, most presets can be exported or saved to a separate file and distributed
to other computers.
Mike Witherell provides a detailed list of presets in
(PDF, English only).
You can also share styles and presets across all documents in a book file. For more information, see
Working with files and templates
Recommended workflow for InDesign documents
You can improve performance and prevent many problems by establishing a good workflow to use with Adobe
InDesign.
Maintain a clean computer system
Over time, changes occur to software and hardware that can lead to performance loss and system problems.
Defragmenting the hard disk, removing older versions of software, updating device drivers, optimizing memory,
running virus protection utilities, and performing other maintenance tasks can prevent applications and files from
becoming damaged. Performing these tasks regularly helps ensure that InDesign opens, displays, and prints documents
as expected.
Create a project folder
Before you begin a project, determine which files you’ll need and how you’ll store them. If you’ve experienced problems
with broken links, consider storing your linked files in the same folder as your document. InDesign maintains links to
files you place in a document, but if a link is broken, InDesign looks for the file in the document’s folder. Storing a
document and its linked files in the same folder makes it easy to move them from one computer to another. Storing files
in one folder also ensures that InDesign finds the original graphics when printing a document. If InDesign cannot
locate a linked graphic, it won’t reflect changes you make to the original graphic, and it may print the graphic poorly or
not at all.
If your project consists of multiple documents (for example, chapters in a book), you may find it useful to create a
project folder that contains a folder for each document and its linked files.
Consider using a template
Use a template if you frequently create similar projects. Templates let you create consistent documents more quickly
while protecting the original file. For example, if you create a monthly newsletter, your template might include ruler
guides, page numbers, the newsletter masthead, and styles you want to use in each issue. (See
.)
Open documents locally
Before you open a document stored on a network volume or on removable media, copy the document and any linked
graphics to your local hard disk. The slower access time and data transfer rate of a network volume or removable media
can cause data to become lost or corrupted, possibly damaging the document. However, be aware of overriding
someone else’s work if you copy the local files back to a network server.