Adobe InDesign - Manual (Page 104)

Save the files to a server that all workflow users have access to.
3.In InCopy, open the assignment file, and check out and edit a story or graphic.
In InCopy, the files containing content assigned to you appear in the Assignments panel. Whenever you save the file on a local server, the
changes are saved on the file system and anyone working on that document (the InDesign layout or another managed content file in the
document) receives notification of the changes. Those users can update the content to view the latest changes. The content remains checked out
to you until you check it in.
4.In InDesign, work on the layout.
Regardless of whether the content files are being edited in InCopy, InDesign users can work on the document layout; they don’t have to check out
the document. Whenever the InCopy user saves the checked-out content, the InDesign user can update that content within the layout to see the
latest revisions.
5.In InCopy, continue working.
When finished with your edits, check in the content. Other users are then able to check out the content and work on it. If a user is modifying the
layout in InDesign simultaneously, you can update and view the layout geometry as you work.
6.In InDesign, make sure that all the content is checked in.
The managed workflow makes it possible to know who has checked out files. After content files are checked in, InDesign users can check out the
files to finalize the layout as necessary.
E-mail package workflow
1.In InDesign, create and send assignment packages.
Create assignment packages and assign contents to the appropriate InCopy users, and then send the packages to the InCopy users. The
packaged files are automatically checked out to help avoid editing conflicts.
2.In InCopy, open the assignment package, and check out and edit a story or graphic.
If you receive an assignment package in e-mail, double-click the package to open it in InCopy. Changes you make to the file are saved only
locally. Other users are not notified when you make changes.
3.In InDesign, work on the layout.
Regardless of whether the content files are packaged, InDesign users can work on the document layout; they don’t have to check out the
document. If you need to update the layout or assignments, you can send an updated package to the InCopy users.
4.In InCopy, return the edited package.
When finished with your edits, check in the content and return the modified package. Other users are then able to check out the content, view the
latest revisions, and work on the file.
5.In InDesign, make sure that all the content is checked in.
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