InDesign CS5 Help - Adobe

USING INDESIGN
Sharing content between InCopy and InDesign
6.
In InDesign, make sure that all the content is checked in.
The managed workflow makes it possible to know who has checked out files. After content files are checked in,
InDesign users can check out the files to finalize the layout as necessary.
E-mail package workflow
1. In InDesign, create and send assignment packages.
Create assignment packages and assign contents to the appropriate InCopy users, and then send the packages to the
InCopy users. The packaged files are automatically checked out to help avoid editing conflicts.
2. In InCopy, open the assignment package, and check out and edit a story or graphic.
If you receive an assignment package in e-mail, double-click the package to open it in InCopy. Changes you make to
the file are saved only locally. Other users are not notified when you make changes.
3. In InDesign, work on the layout.
Regardless of whether the content files are packaged, InDesign users can work on the document layout; they don’t have
to check out the document. If you need to update the layout or assignments, you can send an updated package to the
InCopy users.
4. In InCopy, return the edited package.
When finished with your edits, check in the content and return the modified package. Other users are then able to
check out the content, view the latest revisions, and work on the file.
5. In InDesign, make sure that all the content is checked in.
The managed workflow makes it possible to know who has checked out files. After assignment packages are returned,
stories in assignment packages are checked in. InDesign users can check out the files to finalize the layout as necessary.
Enter user identification
All users in the workflow must have a user name. This identification reveals who has checked out a particular file and
makes this information available to other users. It’s also required in order to check out a file for editing.
If you’ve already specified a user name and want to change it, you must check in any content you have checked out.
Otherwise, changing user identification during an editing session would forfeit your ability to edit content that you
have checked out—it would be checked out to you under a different name.
User identification is application-specific; no single user can have multiple user identifications per application.
Note: The InCopy Notes and Track Changes features also use the specified name to identify the author of a note or a
tracked change.
1 Do either of the following:
Choose File > User.
Choose User from the Assignments panel menu.
2 Type a unique name and click OK.
If you forget to specify a user name using this method, you’re prompted to enter one when you attempt your first
workflow action.
Last updated 11/16/2011
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