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This article is from October 4, 2006, and is no longer current.

More Often Than Not, Changing InDesign Defaults

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While collaborating on the book Adobe InDesign CS/CS2 Breakthroughs, Anne-Marie wrote the following in an edition of her “DesignGeek” enewsletter: “To see ‘Blatner, David’ appear on my caller ID…was like seeing ‘Einstein, Albert’ was calling me…well if you’re a Quark or Adobe geek, that’s how it felt!”

Man, can I relate to that feeling! Here I am, contributing to the site run by David Einstein and Anne-Marie Copernicus, writing next to Sandee da Vinci, Steve Edison, and Michael Hawking. It is my great honor and equally great humility to contribute the following InDesign tip to InDesignSecrets.com, the first of many.

Hyphenation is on by default, but optical margin alignment is off. So are most OpenType features, paragraph spacing, and a bunch of other options that you might use in your work more often than not.

And that’s the key phrase–more often than not. If you need something on more often than you need it off, and InDesign turns it off by default (or vice versa), change InDesign’s default behavior. It’s simple, and eliminating any repetitive steps in your workflow increases productivity.

Start by launching InDesign and ensuring that all documents are closed. Now, on the various palettes, set the options you typically need.

If most of the objects you create need to have text wrap, pop open the Text Wrap palette, choose the wrap type, and define the outsets. If you don’t want everything you type to hyphenate automatically, turn off that option on the Paragraph palette. Underwhelmed by faux small caps that are 70% of their normal size? That one’s in the Preferences (Mac: InDesign > Preferences > Advanced Type [Windows: Edit > Preferences > Advanced Type]). Prefer optical margin alignment? You’ll find that on the oft-forgotten Story palette.

Any palette, menu, or preferences option that is not greyed out with all documents closed can be altered such that what you set is the default for all new documents. Thus, if you change the faux small cap size to 85%, every new document you create with faux small caps will draw them at 85% of the cap height instead of the default 70%.

Of course, any pre-existing documents have their own document-level preferences that will be unaffected by the new settings, but all new documents you create will use your updated settings.

Once you’ve changed the defaults, close InDesign to commit them to the preferences. See Dave Saunders’s comment below about why this particular step is important.

Pariah S. Burke is the author of many books and articles that empower, inform, and connect creative professionals.
  • But it is impossible to create default Layers (and why not Master Pages) without any opened document. And I don’t see why it should not be possible.

    • Erick Wand says:

      I agree! It would be a tremendous time saver to start each new project file with a consistently named, ordered and color-coded set of layers. And now with Adobe CC, this may be a suitable work-around:

      Use CC Libraries. Simply assign items to layers that you will what to become your default layers. I used separate text blocks with the layer name, so it would be easy to track, and then assigned each one to the corresponding layer in my temporary set-up document. Any shape or image could have been used, they just need to be assigned to the desired layer in your newly configured list. Then simply grab all the text blocks and drag to Create New Library and name for easy identification – like “Layers Default”.

      Next time you want to use those layers in a document, add them quickly by simply dragging the “Layers Default” asset from your CC Library to your pasteboard and instantly your desired layers populate your layers palette and you are ready to go.

  • Don’t forget that InDesign does not save these preferences and defaults until you quit from it. If, like me, you run InDesign until it crashes or the wick in the engine goes out, you’ll lose all those carefully considered defaults when you next launch.

    So, when you get them right, quit and relaunch. Perhaps even save a copy of the Defaults and SavedData files before relaunching for re-use in an emergency.

    Dave

  • Excellent points both, Branislav and Dave.

    On the default layers: I wonder if DTP Tools will do something about that in the next version of their Layer Groups plug-in.

    You know, Dave, I hadn’t really thought it was important to mention that closing InDesign is required to commit the changes. Now that you mention it, though, I think it should be in there in case someone doesn’t read your comment. I’ll add it.

  • Bob Levine says:

    One other thing you can set default for is tables. I sure hope they get around to that one day.

  • Bob Levine says:

    That should say CAN’T set the defaults for.

    This place needs and edit button. :)

  • Anne-Marie says:

    You mean this place needs AN edit button.

    tsk, tsk … ;-)

    Actually there is a way to do that, I think. We’ll investigate that…

  • 1. Export as a Snippet the text frame containing the table with your favorite settings
    2. Then in a new document, just drag and drop (or import) the Snippet and there you go with a set of default settings for the table

    Same thing can be done for layers :

    1. Create you 25 necessary layers and named them all and add a little object on each of them (create one object on the first layer and Alt-drag the proxy to all the layers)

    2. Select all these objects (so all layers show a proxy)

    3. Export as a Snippet

    4. Create a new document and just import the Snippet and then select all the little objects imported with the Snippets and delete them

  • 3.5. Turn on “Paste remembers layers” in the Layers’ palette flyout menu.

  • Thanks for the great post (and the flattery) Pariah! ;) It’s a pleasure having Mr. Burke contributing his large InDesign knowledge here. Some of you might know him from his other sites, QuarkVsInDesign.com and Designorati.com. The man can type! Welcome aboard, Pariah!

  • woz says:

    Well hee, I thought I accidentily visited my other bookmark: QvsINDD Is this Pariah writing? Yes it is. Great! Looking foreward to some nice articles. (It’s a small word)

  • […] For more information, see Pariah’s post on defaults. […]

  • Karen says:

    Setting stroke weight defaults: how DO you do this? I have to draw many strokes pointing to various parts of a diagram in our operator manuals, and when I use the line tool to draw them it comes up as nothing in the point size window. So I go up and choose 1 pt. Then repeat, indefinitely. Alternately I draw one line, copy it many many times and change the direction and orientation. It would be so much easier to SET the stroke weight and just draw them each time. But when I open the stroke pallette, and enter ANY number it appears then *poof* it’s gone. Anyone have a magic suggestion? Thanks! :)

  • Greetings from Vancouver! I wonder if you can answer this Preferences question: I want to recreate an ad in a new INDD document which has all my ideal preferences. However, when I copy and paste any/all elements from the old ad, it brings all its old preferences with it. How can I prevent or override this?

  • Ulrike: What “old” preferences are coming along when you copy/paste elements?

  • Hi David. We publish INDD files directly to the web so these are particularly fussy to our utility: (1) Object menu > Text Frame Options > Vertical Justification = Top; (2) Object menu > Text Frame Options > First Baseline > Offset = Leading; (3) Paragraph palette > Auto Leading = 100% (default is 120%); (4) Stroke palette > Align to Center (default is Align to Outside). And since I have your attention… we design in points only, so how can I set an application preference so that free object scaling (text boxes, image boxes) are constrained to 1pt increments (i.e. so a scale results in a box that is 36pt high, not 36.057)?
    Thanks very much for your time!

  • Oops: (4) should read: Stroke palette > Align to Inside (default is Align to Center). UR

  • Ulrike, I wonder if this post about basic styles refers to the problem you’re having.

  • Hmmm. I’ll give this a try and let you know, as we’re testing an update of our utility (“Design2Web”). cheers!

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