Navigate to the location in which you want to save your file, name it, and set the "Format" drop-down menu to the template setting. Open the "File" menu and choose "Save As" to transform your work into a finished template. Place graphics, either as placeholders or as part of your design, to formulate master pages that make your template easy to configure in production. Add placeholder text to text frames and format it using your document styles. Use the InDesign frame tools to create containers for the text and graphics. From the flyout menu at the top right corner of the panel, choose "New Master" to create your first master page. Open the "Window" menu and choose "Pages" to reveal the Pages panel. For example, a magazine template may require a master page for a table of contents, a masthead, the first page of each type of story content and basic multi-column pages for subsequent story content. Set up master pages for your template, providing the basic layout features for each type of page your project will require. Click on the "OK" button to create your character style. The New Character Style dialog box contains a subset of the stylistic options presented in the New Paragraph Style dialog box, including its basic and advanced character formats, color settings, underline and strikethrough options, and OpenType features. Use character styles to define how you format type that leads in to body text with a few words in a bold style, appears in italics to display the title of a book or play, accentuates a key word in a headline or otherwise serves as a variation on or departure from a paragraph style. Open the "Type" menu and choose "Character Styles" to reveal the Character Styles panel. Choose styles as needed for body copy, lists, headlines, subheadings, photo captions, and footnotes or references. Click on the "OK" button to create your style.Ĭreate additional paragraph styles for each basic typographic category your project requires. The New Paragraph Style dialog box contains sections for establishing tab stops, creating paragraph rules to apply automatic strokes above or below, setting up keep-together options to govern how paragraphs break across columns or pages, assigning hyphenation and justification settings, applying drop caps, accessing the extended features of OpenType typefaces, and establishing custom underlines and strikethroughs. Assign color in the character color section, using one of the colors you established when you set up color swatches. Set type alignment, indents and paragraph-to-paragraph spacing in the Indents and Spacing section. The Advanced Character Formats section controls character scaling, baseline shift and skewing. Select the Basic Character Formats section of the New Paragraph Style dialog box to assign a typeface, style, size, leading and other basic typographic settings. Name the style appropriately in a way that defines and describes how you plan to use it. Open the flyout menu at the top right corner of the panel, and choose "New Paragraph Style" to create your first style. Open the "Type" menu and choose "Paragraph Styles" to reveal the Paragraph Styles panel. For example, many printers recommend using a rich black - a mixture of process inks instead of black by itself - in process color layouts, but the four-color formula you use for this setting varies from printer to printer.Ĭreate paragraph styles for each of the types of document text elements you need in your design. If you're creating a template to build documents that you send to a commercial printer, confer with your vendor to confirm ink settings and custom options. Click on the "Add" button to create your swatch.Īdd a swatch for each color you need in the design you're creating. You also may need to select colors from other libraries to choose metallic inks or the uncoated versions of these color libraries. For a project that prints using premixed spot color inks rather than combinations of the CMYK process primary inks, choose "PANTONE Solid Coated" to access a separate set of colors. If you're creating a process color project, choose "PANTONE Process Coated" to access a library of prefabricated, press-ready formulas identified by numbers. Set the Color Mode drop-down menu to the proper color library for your template. Open the flyout menu at the top right corner of the panel and choose "New Color Swatch." Open the "Window" menu, locate its "Color" submenu and choose "Swatches" to reveal the Swatches panel.
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