Like other Adobe programs, InDesign also features numerous palettes that help make common tasks more convenient. This section contains a brief description of each palette. As with the previous descriptions of the tools, other chapters in this section go into more detail about the specific functions of the palettes.

InDesign makes it very convenient to work with the palettes and arrange them in your workspace. The following are some things you should know about palettes that will help you arrange and work with them:

  • Most palettes contain palette menus, which you access by clicking the arrow in the top-right or top-left corner of the palette. These menus offer additional features and choices for the palette you're working with.

  • All palettes can be collapsed to the right or left side of the workspace. When a palette is collapsed, you can see its title tab only. You can click the tab to expand the palette and make all selections visible. You can click again to collapse the palette back into the side of the workspace (see Figure 24.2). The only tabs that cannot be collapsed to the side of the workspace are the Tool palette, the Control palette, the Tabs palette, and the PageMaker toolbar. To move a palette elsewhere on the workspace, you click and drag it from the side of the workspace by the tab.

    Figure 24.2. Grouped palettes expanded from the right side of the workspace.

  • In their default state, many palettes are grouped together, such as the Character palette, the Paragraph palette, and the Transform palette. To group or ungroup a palette, click the palette tab and drag it on top of the palette to group it or away from the palette to ungroup it. You can group palettes you use often to help clean up the workspace for maximum accessibility and convenience.

  • You can also dock palettes to each other, which is convenient when you need to work with pal-ettes as a group. For example, it's helpful to have both the Color palette and the Gradient palette open when you're creating gradients. To dock one palette to another, you drag one palette's tab over the bottom of the palette you want to dock it to until the bottom of the second palette highlights. When palettes are docked, they move as a unit when you drag the title bar. You can click and drag one tab to separate docked palettes.

  • Palettes with double arrows on the palette tab can be abbreviated or collapsed. Abbreviated palettes show some, but not all, of the palette features. You know that a palette has additional features when there is a More Options selection in the palette menu. In collapsed mode, only the title bar and palette tab show. To cycle through a palette's full, abbreviated, and collapsed views, you click the double arrow on the palette tab.

As you work more and more with InDesign, you'll start to see a pattern to how you tend to arrange and use palettes. This will help you figure out your optimal workspace arrangement. If you share a computer, it can be irritating to come back to your workspace and find it arranged in someone else's optimal way. Or maybe you have your own favorite arrangements that change, depending on what type of project you're working on. In these cases, you can set up a custom workspace that will automatically snap to your preferences when you want it to:


Choose Window, Workspace, Save Workspace from the menu bar. The Save Workspace dialog opens (see Figure 24.3)

Figure 24.3. You can set up a custom workspace.


Give your space a name and click OK.


When you want to get back to your preferred workspace, select Window, Workspace, <Workspace Name>. Everything goes back the way you like it.

The following sections provide an overview of InDesign's palettes.

The Attributes Palette

You can use the Attributes palette to set your preferences for how specific objects are printed. Check boxes allow you to choose Overprint Fill or Stroke, to select Overprint Gap, or to set a selected item as Nonprinting.

Automation Palettes

Several palettes are grouped together as Animation palettes.

The Data Merge Palette

If you want to import information from a tab-separated or comma-delimited text document, the Data Merge palette allows you to specify records and prepare a document.

The Scripts and Script Label Palettes

InDesign supports automation of tasks using JavaScript, AppleScript, or Visual Basic. You can run or edit your scripts from the Scripts palette and use the Script Label palette to edit scripting labels.

The Color Palette

The Color palette (see Figure 24.4) works as a color mixer. You choose your Color mode from the palette menu and then use sliders or enter specific percentages to create the color you want. A fill and stroke control, a container button, and a text button allow you to control where the color you create is placed. The color ramp at the bottom allows you to sample colors with an eyedropper. When you mix a color you like, you can choose Add to Swatches from the palette menu to add it to the Swatches palette for further use.

Figure 24.4. The Color palette.

The Control Palette

The Control palette does just what its name promises: It gives you additional control over the location and appearance of page elements.

The Gradient Palette

The Gradient palette (see Figure 24.5) allows you to mix gradients with the colors of your choice. You can also use this palette to specify the gradient type, location, and angle. This is the place to mix gradients for one-off use; you can create and save a gradient as a swatch by using the New Gradient Swatch command in the Swatches palette so that you can preserve your gradient for later use in the document. You can find more information on gradients in Chapter 29, "Working with Color in InDesign."

Figure 24.5. The Gradient palette.

The Info Palette

The Info palette (see Figure 24.6) has a wealth of information about any element on a page, including color, location, and measurements. When placed images are selected, the Info palette gives detailed information about the images. When text frames are selected, the Info palette shows character, word, line, and paragraph counts.

Figure 24.6. The Info palette.

Interactive Palettes

The Interactive palettes are used to work with the hyperlinks and button features that can help you navigate through your InDesign document or the resulting PDF file.

The Bookmarks Palette

You can mark any headings in a document that you want to use in a table of contents by using the Bookmarks palette. The bookmarks will be saved as such when you export a document to PDF.

The Hyperlinks Palette

InDesign allows you to specify text or graphics as hyperlinks and then point them to documents or to locations within documents or URLs. As with bookmarks, the hyperlinks are also saved in any PDF file that is exported.

The States Palette

The States palette works with the Button tool to define the appearance of a button based on the action performed.

The Layers Palette

The Layers palette in InDesign gives you control over the placement of objects (see Figure 24.7). You can hide or lock layers to help with object location and visibility.

Figure 24.7. The Layers palette.

The Links Palette

The Links palette tracks all files placed in the document. From this palette you can edit your original document and then update it, or you can embed the link in your file.

Object and Layout Palettes

The Object and Layout palettes give you one-touch access to moving and altering page objects.

The Align Palette

You can use the Align palette to line up page elements as well as maintain consistent internal margins through distribution and distribution spacing. You simply select the objects you want to align and then click the alignment button that matches what you want to do. If you are choosing how the objects are distributed or setting spacing, you can select the Use Spacing check box and enter the measurement you want to use.

The Navigator Palette

The Navigator palette shows a thumbnail of your layout, with a viewing proxy you can move to change the display of the document and a magnification slider to zoom in and out.

The Pathfinder Palette

You can work with compound paths in the Pathfinder palette, or you can quickly transform selected shapes into the shapes shown on the palette. The options in the lower right of the palette allow you to close, open, or reverse the direction of paths.

The Transform Palette

The Transform palette tracks the location and size of page elements and allows you to resize, skew, or rotate selected items to specific degrees or percentages.

The Object Styles Palette

Object styles work much like character or paragraph styles, helping you add consistency to page elements as well as text. If you have a specific color scheme or drop shadow, for example, that you want to add to numerous page elements, you can save those specifications as an object style and then apply them to another element through this palette.

Output Palettes

The Output palettes enable you to access commands that help prepare a document for printing.

The Flattener Preview Palette

The Flattener Preview palette gives you options to highlight objects on your page that will be flattened when you export or print the file.

The Separations Preview Palette

The Separations Preview palette gives you options to display a document with certain swatches turned on or off, to preview things like special varnishes, rich blacks, and ink coverage.

The Trap Presets Palette

The Trap Presets palette lets you set up trap presets for documents or pages within a document.

The PageMaker Toolbar Palette

The PageMaker Toolbar palette mimics the PageMaker toolbar for users who are unfamiliar with InDesign's interface. Buttons on the toolbar give you quick access to common document functions as well as one-button entry to the other programs in Adobe CS2.

The Pages Palette

Using the Pages palette is the best way to navigate through a document. You can use it to create and apply master pages, page numbering, and sections.

The Stroke Palette

The Stroke palette is the where you set stroke weight and appearance (see Figure 24.8). InDesign comes with a variety of stroke types already created, as well as start and end options, such as arrows. If you are using a variety of strokes multiple times, you can also set up stroke styles that can be used and applied throughout a document.

Figure 24.8. The Stroke palette.

The Swatches Palette

The Swatches palette is a holding area for color chips that can be applied to any page element (see Figure 24.9). These chips can be any kind of color mix, including gradients and tints.

Figure 24.9. The Swatches palette.

The Tags Palette

The Tags palette shows XML tags and allows you to quickly apply them to page elements.

The Text Wrap Palette

You can control offset styles and amounts to wrap text around any page object by using the Text Wrap palette.

The Tools Palette

The Tools palette (not surprisingly) contains tools to create and alter page objects.

The Transparency Palette

The options in the Transparency palette (see Figure 24.10) should be familiar to Photoshop or Illustrator users. The Opacity slider and entry box let you choose the degree of transparency you want to apply, and a pop-up menu contains a selection of Blending modes that alter the appearance of items that are layered on top of each other. The Isolate Blending option displays blending in grouped items, while Knockout Group knocks out those items rather than blending them.

Figure 24.10. The Transparency palette.

Type and Tables Palettes

These palettes enable you to access commands for altering the appearance of text and tables on a page.

The Character Palette

You can select fonts, type size, leading, kerning, and letter and font characteristics in the Character palette.

The Character Styles Palette

You can use the Character Styles palette to apply character styles to single letters and to control most aspects of type appearance. See Chapter 27, "Working with Type in InDesign," for specific information on the Character Styles palette.

The Glyphs Palette

The Glyphs palette displays every available character for the chosen font. At a text entry pointthat is, when you see a blinking cursor in a text frameyou can double-click a character in the Glyphs palette to "type" it on the page.

The Index Palette

The Index palette shows all entries in the document that have been marked for the index, and it also allows you to edit them without changing the entry in the document itself.

The Paragraph Palette

You can select paragraph alignment, indents, spacing, and hyphenation in the Paragraph palette.

The Paragraph Styles Palette

You can use the Paragraph Style palette to apply paragraph styles to entire paragraphs of text and to control most aspects of type appearance. See Chapter 27 for specific information on the Paragraph Styles palette.

The Story Palette

One function of the Story palette is to turn on optical margin alignment, which aligns text in the document based on actual letters instead of hanging punctuation, such as quotation marks. You can also set the font size on which to base the alignment.

The Table Palette

You can quickly set table specifications such as the number and size of rows and columns as well as content alignment, offset, indent, and direction, by using the Table palette.

The Tabs Palette

You can define tab style, stops, and location in a text frame by using the controls in the Tabs palette.

The Control Palette

The most ever-present and arguably the most useful palette InDesign offers is the Control palette. By default, the Control palette is docked to the top or bottom of the workspace; it can also float on the workspace. You can change its location by selecting Dock to Bottom or Float from the palette menu.

What makes the Control palette so powerful is its flexibility. The palette changes with your selection and page action (see Figure 24.11). If you're working in a text frame, the Control palette displays options found in the Character and Paragraph palettes. You can also quickly change from Character Formatting view to Paragraph Formatting view. If you have a frame or line selected, the selections displayed are similar to those you find in the Transform palette. The Control palette menu also changes depending on your selection.

Figure 24.11. The Control palette in Character, Paragraph, and Transform modes, respectively.

The Control palette provides a quick jump to Bridge, as well as a button to toggle all palettes other than the Tool palette. Again, you can find more details about the Control palette as it pertains to text and page elements in Chapters 26, "Working with Objects in InDesign," and 27.

Special Edition Using Adobe Creative Suite 2
Special Edition Using Adobe Creative Suite 2
ISBN: 0789733676
EAN: 2147483647
Year: 2005
Pages: 426
Authors: Michael Smick

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