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Using an InCopy workflow
About InCopy workflowsTight integration between InCopy and
InDesign enables a workflow that lets writers, editors, and designers
work simultaneously on the same InDesign document, without overwriting
each other’s work. The workflow system allows users to check files
out and in, thereby preserving file integrity.
InCopy users can view their content contributions within the
context of layouts without installing InDesign. Using InCopy, writers
and editors can take full control of text, including typesetting
functions such as applying formatting styles (usually imported from
InDesign), copyfitting, adjusting line and page breaks, setting
hyphenation, kerning, and so on. InCopy users can import graphics
to enhance their stories, and make limited transformations on those graphics,
such as scaling and cropping. After the content is saved in InCopy,
the document can be updated in InDesign. In addition, InDesign users
can share design updates with InCopy users, ensuring they are working
with the latest layouts.
Typically, a system integrator customizes the interaction between
InCopy and InDesign, setting up and defining the workflow system
for the group. The workflow system controls file creation, synchronization
(with the master server), and viewing. InCopy and InDesign work
with several different workflow systems, including the built‑in
system enabled by the InCopy® LiveEdit Workflow
plug‑ins for small workgroups. For specific details about your workflow
system, talk to the system integrator.
About linked (managed) documentsA linked InCopy
document is a content file (either text or graphics) that is placed in
an open InDesign document or assignment file. The content is associated
with an InDesign layout, and therefore managed by the
InDesign document. The InDesign user makes this connection from
within InDesign; you cannot create or manage the link from InCopy.
The InDesign connection can be made before the InCopy user starts
writing and editing text, while the writing is in progress, or after
the text work is finished. Once the content is linked, the InCopy
user can see (but not change) the page layouts, styles, and so on,
as they appear in the InDesign document.
Linked documents have the following additional characteristics:
With a linked InCopy file, you can do just about anything
that concerns the text itself. For example, you can specify text-formatting
options, change fonts, and carry out other editing and copyfitting
functions within the design and formatting limits of the InDesign
layout and your workflow system. You cannot, however, change the
text or graphics frames, column layout, threading sequence, or any
other design elements; these are set up in InDesign.
Linked content is managed by your workflow system, where
it is locked for access control. Your system might offer several
options for opening a linked story, such as checking out each InCopy
file so that you alone can work on it. For instructions, see your
workflow system documentation or ask your system administrator,
or check out content using InCopy if your workflow uses the InCopy
LiveEdit Workflow plug‑ins.
Working with multistory filesWhen
you work with linked documents, you can have more than one InCopy story
in an InDesign file, depending on your workflow system. A file with
multiple stories must be created in InDesign as either an assignment
file or an InDesign file with linked InCopy content. You cannot
use InCopy to create a multistory document. See your workflow system
documentation for details.
Multiple stories are shown and separated
in Galley and Story views with a story separator bar.
The story separator bar provides easy access to each story created within
an InDesign document.
The story separator bar contains the story title and an expand
and collapse button which enables you to show or hide each story.
When a story is collapsed, the text is hidden and the story separator
bar remains visible within the edit pane.
 The story separator bar - A.
- Expand and collapse button
- B.
- Story
name
- C.
- Story separator bar
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