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InCopy and InDesign
Last updated 6/13/2015
Ways to work with content in InCopy
Content is either a body of text that flows through one or more frames, or an imported graphic. There are five basic
ways to work on content in InCopy: open an assignment file, open an assignment package, open a linked InCopy file,
open an InDesign file that has linked InCopy files, or compose content entirely in InCopy.
Open assignment files created in InDesign
InDesign users can create an assignment file and designate content for sharing. This method lets the InDesign user
associate related components (heading, body, graphics, captions, and so on), and then assign them to different InCopy
users for writing and editing. InCopy users open the assignment file and work on only the components assigned to
them. The live layout view shows how their edited copy relates to the InDesign layout, without opening the entire
InDesign document. However, if the layout changes, the InDesign user must update assignments to notify InCopy users
about the changes. You can share assignment files on a server or through assignment packages.
Open assignment packages
- Legal notices 2
- Contents 3
- Chapter 1: What’s new 6
- Text changes 7
- Collaboration 7
- Chapter 2: Creative Cloud 9
- Last updated 6/13/2015 10
- Sync files and folders 11
- Add fonts from Typekit 12
- Home and activity feed 17
- Preferences 18
- Need more help? 18
- Browse assets 19
- Sync or upload files 20
- Delete files 22
- Storage plans and quota 23
- Troubleshooting 24
- Use synced fonts 30
- Manage sync fonts 31
- Creative Cloud Market 32
- Creative Cloud 33
- Creative Cloud Extract 37
- Creative Cloud Libraries 40
- • Mobile apps 41
- Add to library 42
- Reuse and create 42
- Collaborate 42
- Share files and folders 44
- Collaborate on folders 48
- Manage collaborators 49
- Collaborate on libraries 52
- Launch Creative Cloud apps 53
- Manage your team 58
- Resend Invitation 60
- Export users to CSV 61
- Search for a user 61
- Purchase additional licenses 62
- Manage Administrators 63
- Chapter 3: Workspace 65
- Hide or show all panels 66
- Display panel options 66
- Manage windows and panels 67
- Move panels 68
- Add and remove panels 69
- Manipulate panel groups 69
- Stack floating panels 69
- Resize panels 69
- Save and switch workspaces 70
- Change Interface preferences 71
- Use toolbars 72
- Use context menus 73
- Customize menus 73
- Use keyboard shortcut sets 74
- Viewing stories 75
- About Galley view 78
- Set Story view preferences 79
- Use the vertical depth ruler 79
- Layout view overview 80
- About frames 80
- Show or hide frame edges 81
- View documents 81
- Working with ConnectNow 82
- Recovery and undo 83
- Moving through documents 84
- Jump to position markers 85
- Reorder InCopy stories 86
- About preferences 86
- Set defaults 86
- Reset warning dialog boxes 87
- Chapter 4: InCopy documents 88
- Transforming graphics 89
- Transform graphics 90
- Stand-alone documents 91
- Create a stand-alone document 92
- Open a stand-alone document 92
- Change document layout 92
- 2 Do one of the following: 93
- 4 Click OK twice 93
- Saving and exporting 94
- InCopy file types 95
- Export InCopy documents 96
- Rename InCopy stories 96
- Export content to Buzzword 96
- Importing graphics 97
- Import options for graphics 98
- Bitmap import options 99
- Fit a graphic to its frame 102
- Links panel overview 103
- Use the Links panel 104
- Work with Links panel columns 104
- Display link information 105
- Update modified links 105
- Restore missing links 106
- Find missing links 106
- Relink to a different folder 107
- Edit original artwork 108
- Set layer visibility 109
- InCopy documents 110
- Including metadata in a story 111
- Controlling graphics display 113
- Display performance options 114
- Frame grids 116
- View frame grids 117
- About frames in InCopy files 118
- Specify the measurement units 119
- Change the zero point 120
- Use grids 121
- Set up a baseline grid 122
- Set up a document grid 122
- View ruler guides 123
- Use layers 124
- More Help topics 125
- Sharing content 126
- Assignment files 127
- InCopy and InDesign 128
- Working with managed files 131
- Check out content (InCopy) 132
- Update content 133
- Update the InDesign layout 134
- Check in content 134
- Save changes (InDesign) 135
- Save changes (InCopy) 135
- Managed files 139
- Local server workflow 140
- Enter user identification 141
- Workflow icons 142
- Adjusting your workflow 143
- Correct mistakes 144
- Assignment packages 145
- Cancel a package 146
- Update a package 146
- Receive packages (InCopy) 147
- Chapter 6: Text 149
- Look up a word again 150
- Using text macros 151
- Delete a text macro 152
- Insert or swap macro text 152
- Using editorial notes 153
- Use Notes Mode 154
- Add a note 154
- Convert text to a note 154
- Convert notes to text 155
- Navigate between notes 155
- Split a note 155
- Expand or collapse notes 155
- Edit a note 156
- Move or duplicate notes 156
- Delete notes 157
- Printing and exporting notes 157
- Specify note preferences 157
- Track changes 158
- Accept and reject changes 159
- Text variables 160
- Create or edit text variables 161
- Variable types 161
- Insert text variables 163
- Delete text variables 164
- Hyperlinks 165
- Create hyperlinks 166
- Create a hyperlink to a file 167
- Create a hyperlink to a page 168
- Hyperlink appearance options 169
- Manage hyperlinks 170
- Adding text 171
- Importing files 172
- Place (import) text 173
- Import options 173
- Text-file import options 174
- Tagged-text import options 175
- Import Buzzword documents 176
- Checking spelling 177
- Check spelling 178
- Use dynamic spelling 179
- Add words to dictionaries 181
- Export a word list 182
- Import a word list 182
- Change dictionary preferences 183
- Cross-references 184
- Using cross-reference formats 186
- Manage cross-references 190
- Copyfitting text 191
- Editing overset text 192
- Show or hide the depth ruler 192
- Editing text 193
- Paste text to a frame grid 194
- Apply grid format to text 195
- Change the text direction 195
- Drag and drop text 195
- Transpose characters 196
- View hidden characters 196
- Edit text on a master page 196
- Undo actions 197
- Jump to a position marker 197
- Use conditional text 198
- Create conditions 200
- Apply conditions to text 201
- Show or hide conditions 201
- Use condition sets 201
- Manage conditions 202
- Find/Change 203
- Find and change text 204
- Common Find/Change techniques 206
- Search using GREP expressions 208
- GREP search examples 209
- Metacharacters for searching 212
- Find and change objects 216
- Find and change glyphs 217
- Find and change fonts 218
- Search using queries 219
- Save queries 219
- Delete queries 219
- Footnotes 220
- Footnote layout options 222
- Delete footnotes 223
- Work with footnote text 223
- Glyphs and special characters 224
- Filter the glyphs that appear 225
- Insert special characters 225
- Insert a recently used glyph 225
- Clear recently used glyphs 226
- Create a custom glyph set 227
- View a custom glyph set 227
- Edit custom glyph sets 227
- Use quotation marks 228
- Insert white space characters 229
- Chapter 7: Styles 231
- Move and reorder styles 232
- Styles panel overview 233
- Introduction to export tags 235
- Define style-tag mapping 236
- Edit all export tags 236
- Apply styles 237
- 4 Click OK 239
- Drop caps and nested styles 241
- Create nested styles 242
- Create nested line styles 244
- Loop through nested styles 244
- End a nested style 246
- Create GREP styles 247
- Chapter 8: Typography 249
- Typography 250
- Change bullet characters 251
- Change numbered list options 252
- Defining lists 253
- Define a list 254
- Edit a defined list 254
- Create multi-level lists 255
- Formatting CJK characters 259
- Use tate-chu-yoko 260
- Add Ruby to text 261
- Ruby settings 262
- Apply kenten 263
- Using fonts 264
- Installing fonts 265
- Apply a font to text 265
- Specify a typeface size 266
- Previewing fonts 266
- OpenType fonts 266
- Installing OpenType fonts 267
- Composite fonts 269
- Use composite fonts 269
- Composite font categories 270
- Use missing glyph protection 271
- Work with missing fonts 271
- Document installed fonts 272
- Multiple master fonts 272
- Text composition 273
- Hyphenate text 274
- Prevent unwanted word breaks 275
- Change Justification settings 276
- Tabs and indents 278
- Set tabs 279
- Repeat tabs 280
- Add tab leaders 281
- Insert right indent tabs 281
- Set indents 282
- Reset indents 283
- Create a hanging indent 283
- Use Indent To Here 284
- About leading 285
- About leading in Asian text 285
- Change leading 286
- Kerning and tracking 288
- Apply kerning to text 290
- Aligning text 291
- Create balanced headline text 294
- Set Gyoudori 294
- Set paragraph gyoudori 295
- 1 Do one of the following: 297
- Composing CJK characters 298
- CJK composition 299
- Use mojikumi 300
- Change mojikumi settings 304
- Create a new mojikumi set 305
- Use kinsoku settings 307
- Turn bunri-kinshi on or off 308
- Use rensuuji 309
- Absorb ideographic space 309
- Turn off Roman word wrap 309
- Apply kinsoku hanging 309
- Turn warichu on or off 310
- Change warichu options 310
- Formatting characters 312
- 1 Select text 314
- Change the color of text 316
- Assign a language to text 317
- Change the case of type 317
- Scale type 318
- Formatting paragraphs 320
- Adjust paragraph spacing 321
- Use drop caps 321
- Remove a drop cap 322
- Remove a paragraph rule 323
- Create hanging punctuation 324
- Formatting text 325
- Text formatting precedence 326
- Format a frame grid 327
- Use Quick Apply 328
- Chapter 9: Tables 330
- Insert rows and columns 331
- Navigate within a table 332
- Move or copy a table 333
- Convert tables to text 334
- Combine tables 334
- Table and cell styles 336
- About table and cell styles 337
- Define table and cell styles 338
- Apply table and cell styles 339
- Edit table and cell styles 340
- Delete table and cell styles 340
- Clear table or cell overrides 341
- Table strokes and fills 342
- Add diagonal lines to a cell 344
- Table stroke and fill options 344
- Creating tables 345
- Create tables 346
- Embed a table within a table 347
- Add text to a table 348
- Add graphics to a table 348
- Add table headers and footers 348
- Formatting tables 349
- Break tables across frames 351
- Add text before a table 351
- Format text within a table 352
- Merge and split cells 353
- Work with overset cells 353
- Chapter 10: Printing 355
- Printing stories 356
- Print the Layout view 357
- Scale documents 358
- Chapter 11: PDF 359
- Exporting to Adobe PDF 360
- Common Adobe PDF options 361
- Create secure PDF documents 362
- Chapter 12: XML 364
- XML tools 365
- About DTD files 366
- XML rule sets 367
- Using XML files 368
- Tagging content for XML 368
- Tagging items 369
- Tag text within a text frame 370
- Tag text in tables 370
- Specify Autotag defaults 372
- Map XML tags to styles 372
- Structuring documents for XML 374
- Structure pane overview 375
- Use the Structure pane 376
- Structure pane icons 376
- Rearrange structured elements 377
- Insert a parent element 377
- Work with attributes 378
- Add an attribute 379
- Edit or delete an attribute 379
- Edit href attributes 379
- Add a comment 380
- Add a processing instruction 380
- Use DTD files to validate XML 381
- Delete a DTD file 382
- Validate XML structure 382
- Exporting to XML 383
- Export an InCopy file to XML 384
- Export tags only 384
- Default keyboard shortcuts 385
- Keys for working with text 387
- Keys for working with type 388
- Keys for tables 389
- Keys for the Thesaurus 390
- Keys for working with XML 390
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