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Add editorial notes, Use notes mode – Adobe InDesign CS4 User Manual

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USING INDESIGN CS4

Sharing content between InCopy and InDesign

Layout

You can create the basic layout geometry for the content in InDesign, and then create or import the text and

styles from a word-processing application. (Text files placed within InCopy are embedded in the InCopy document
and are not linked to any external file.)

Placing/Duplicating

If you place an InCopy content file more than once, each instance of the content appears in the

InDesign Links panel, but they are all managed as one content file. The same is true for any exact copies of a content
file (by any means of duplication).

Note: If you copy and paste some, but not all, of the text in a managed InCopy content file, the result is a new content file
that is not connected to the original and has no link to any external file (InCopy or otherwise). The original and the pasted
portions can be edited independently of each other.

Updates/Management

Once multiple instances of a managed content file are present in an InDesign document, they

behave as if they were open in two applications. For example, checking out one instance of the content file locks all
other instances so that you can edit only the checked-out instance. In this case, you would use the appropriate Update
command to refresh the other (open) instances of the content.

Adding editorial notes and tracking changes in InDesign

The Notes and Track Changes features in InDesign use the workflow user names to identify the author of a note or a
tracked change. Notes and tracked changes are color-coded for each user as defined in Notes preferences in InDesign
or the User dialog box in InCopy (File

> User).

When track changes are turned on in InCopy and an InDesign user edits managed content, those changes are tracked
and recorded in InDesign, but are visible only in InCopy.

Notes can appear only in text. In InDesign, they can be printed only from the Story Editor, and they cannot be exported
to PDF.

See also

Enter user identification

” on page 652

Add editorial notes

When you add editorial notes to managed content in InDesign, these notes become available to others in the workflow.
The notes are primarily intended to be used with an InCopy workflow, but you can take advantage of them in
InDesign. For example, you can place text in notes that you might want to put into a story later. In InCopy, when you
export to Adobe PDF, notes can be converted to PDF comments.

1 Using the Type tool, click where you want to place the note, and choose Type > Notes

> New Note.

When editing in Story Editor, bookends appear. In Layout view, the Notes panel appears.

2 Type your note between the note bookends, or type your note in the Notes panel.

You can add as many notes as you want in any location. However, you cannot create a note within another note.

Use Notes mode

Notes Mode is a convenient way to add, split, or delete notes, depending on where the insertion point is located or
what text is selected.

1 Do any of the following:

To create a new note, place the insertion point in text.

To convert text to a note, select the text.

Updated 18 June 2009