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InDesign Startup Guide

3 min read

  1. Determine what type of presentation you are doing
    1. Below are standard template types for Indesign that we have
      • 11×17 Intersect Standard Template
  2. After selecting template type
    1. Open the template file
    2. Do a “Save as” and change the file name to Current Date & Project Name/Number/Meeting/Phase/etc.
    3. Save the file in the Project Folder > C) Presentations > Respective Presentation Folder
  3. Edit the Master Pages
    1. Note: These pages should always be updated first, some information may get added/updated as the project is worked through
    2. Edit the following on the “A-Text and Images” page
      • Project Name at the bottom
      • Location at the bottom (City and State)
      • Meeting Phase and Date bottom right
        • When exporting drafts update the “Draft” block with the date of the draft export
      • Add a smaller logo of the company
    3. Edit the following on the “B-Title – No ToC” page
      • Project Name/Headline
        • Colors should match/compliment the company logo
      • Project Phase/Subheadline
        • This can be tucked above or below headline
        • Colors should match/compliment company logo
      • Edit the Address at the bottom
        • If there is no specific numbered address put the City, State, & Zip Code
      • Edit the Meeting Name & Meeting Date in the bottom right
      • Change out temp logo for a logo of the company
        • This logo should be a vector
        • If there is no logo leave blank or add visioning image or google earth image to background at a light opacity
    4. Edit the following on the “D-Back Cover” page
      • Change the Primary Contact
        • Ask project lead who this person would be!
        • There are typicals set up already:
          • Bill
          • Marissa
          • Mike
    5. Edit the following on the “B-Title ToC” page
      • NOTE: Not every project used the ToC page, talk with the project lead if this is required, it does not hurt to fill out the basic info for potential future use
      • Project Name/Headline
      • Project Phase/Subheadline
        • This can be tucked above or below headline
        • Colors should match/compliment company logo
      • Edit the Address at the bottom
        • If there is no specific numbered address put the City, State, & Zip Code
      • Edit the Meeting Name & Meeting Date in the bottom right
      • Change out temp logo for a logo of the company
        • This logo should be vector based
        • If there is no logo leave blank or add visioning image or google earth image to background at a light opacity
      • As you work through the presentation/project update the Table of Contents as needed
    6. NOTE: For all of these edits make sure they are edited on the pages when working through document!
  4. Determine what pages you do not need
    1. There are two options for trimming down what pages you need
      • You can either delete them entirely from the file
      • Or you can right click on what pages you do not need in the pages tab and click hide
        • This will hide the page from you but it will remain in the file in the pages tab
        • If you wish to still see the pages in the editing space you can click on the page hidden page in the pages tab and select “Show Hidden Spreads”
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