Webinar – Easy Postcard Creation with Adobe InDesign (for Nonprofits and Libraries) – 2015-08-20-20

September 22, 2019

Welcome to Easy Postcard Creation with
Adobe InDesign for Nonprofits and Libraries. My name is Becky Wiegand and I am
the Webinar Program Manager here at TechSoup Global. And I’m happy
to be your host for today’s webinar. You will also be hearing from our in-house
expert, resident expert on Adobe InDesign, Wes Holing who is a Senior Web Content
Developer here at TechSoup Global. He writes about Adobe for TechSoup,
contributes to TechSoup’s design team, and started with kind of experience as trial
and error hacking his way through design and has now come out the other side as an
expert in this area creating content and how-tos like a recent series he wrote for us
on Intro to Photoshop for Nonprofits and also ran a webinar with us a month or so
ago on Adobe Photoshop Tips for Nonprofits. You’ll see in the back end assisting with
chat Wes White and Ale Bezdikian from TechSoup. You may also see Sun Park from
TechSoup or Terry McGrath from Adobe. We are glad to have them on the back
end to help field your questions. We are all here in our San
Francisco headquarters office. And Terry is not far away either in –
I’m not sure if you’re in Mountain View but you are in Northern California. Go
ahead and chat in to let us know where you are joining from today. While
you do that I will go over the agenda. We’ll do an introduction to TechSoup. We’ll
have one moment of taking a poll question to get your experience with desktop publishing
already which tools you are most familiar with. We will talk briefly about the
Adobe Creative Cloud subscription and the Adobe donation program through
TechSoup. We will talk a little bit about where InDesign shines and then
Wes will open up to a live walk-through of designing a postcard that you can use.
This is an example because we know nonprofits use postcards for save the dates, use
them like brochures just to gauge interest, use them for invitations for your events. But
you can also use double-sided print collateral like this to create bookmarks, to create
brochures, to create all kinds of print collateral. And so we wanted to take you through
this, give you some templates to start with and really just walk-through how to put
together something simple, classic, easy that you can then customize for
your own organization’s needs. He will also give you a glossary of some
terms to know, talk about some best practices for working with printers, and then we will
share additional resources and a little bit more about that Adobe contest. We’ll have time
for Q&A so feel free to ask those questions as they come in. And we will also,
just to make sure people are aware, we are also on the line here. We advertised that
its 75 minutes but we can stay up to 90 minutes to answer your questions. If you can
only stay with us for an hour, never fear you will get the recording and all the details
later, but we would love it if you can stay for the full period so we can
answer all of your questions. TechSoup Global is a nonprofit serving
nonprofits around the world in 120 countries. You can learn more about our
programs in our 2014 Year in Review. But we are serving organizations
with 63 partners around the world in 120 some countries, serving 615,000 NGOs
worldwide to the tune of nearly $5 billion in donations, products, and
grants for the greater good. You can learn more about
these programs on Before we jump into Adobe InDesign, I want
to ask what programs have you been using for desktop publishing, or layout,
or design. Click any that apply to your organization’s needs and
that you have used previously. This just helps us get an idea of
what your experience level may be. Maybe you are already using InDesign.
Maybe you have been relying on programs you already have on your computer like
Word, or Google Docs, or maybe you are using mostly online photo or reservation sites
like Shutterfly or Evite, or Walgreens or Costco photo, and you are using templates
that they have online that you can just fill in the blanks and email, and maybe trying to print
those out. People are mentioning in the chat as well, Illustrator, PageMaker, Photoshop, PDF
Editor through Adobe, VistaPrint, DreamWeaver, PowerPoint for layout. There are a lot
of tools that maybe aren’t always intended to do page layout or desktop publishing.
We know those often get used for it, having been on staff at small nonprofits
I’m one of those people that used whatever I had available. So this is helpful
to get your feedback so we have an understanding of who has been using InDesign and
who is been using other programs. So far it looks like the great majority of
you have used Microsoft Word, and Publisher, not surprising since that is a ubiquitous
Office installed software that most organizations have access to. You’ll find that Microsoft
Word is not actually a desktop publishing or layout program, but yes it has the ability
to plop some things on the page and adjust them. Microsoft Publisher is actually meant for
desktop publishing but it is a bit more restricted and limited. Adobe InDesign
and some of these other programs that are a little bit more designed specifically
for desktop publishing offer a lot more flexibility in helping you design exactly what you
want and have it come out hopefully the way you really want. So thank you
all for your feedback on that. Before we have Wes start with his tour
I want to take a moment to share details on the Adobe Creative Cloud offer and donation
program. For those of you who are interested in that, we have a couple of
different programs through TechSoup. One is our traditional donation
program where a narrower scope of primarily nonprofit organizations, (c)(3)
organizations can access individually installed desktop software like Adobe Acrobat
for Windows, Acrobat for Mac, or Photoshop Elements and Premier Elements.
These are available to the same crowd that has always been able
to access them as a donation. Now just recently in the past couple of
months, Adobe has also started offering an individual membership with a discounted
rate. So this is a new program that is open to all organization types whether you are
a (c)(3) nonprofit or a public library. And this $5 admin fee gets you access to
a 60% discounted rate of $239 per year. And then that switches to a 40% offer
the retail rate every year after that for individual membership. So if you are
interested in accessing Adobe InDesign as part of this bigger Creative Cloud
Suite of products that they make available, this is the way to do it at this point. We
no longer have individually installed Adobe desktop products aside from these
ones in our donation program right now. So keep that in mind. The Adobe Creative Cloud
program includes all of these different elements and products from Photoshop to Lightroom
to illustrator, InDesign, and more. So you can see there is long list
there. I won’t go through all of it but just so you know what’s available.
And again, here’s the details that this individual membership access
discount rate, 60% offer the first year for TechSoup admin fee of $5 per membership
and you can get as many memberships as you need. So unlike the traditional program
that was a donation you could only access one or 2 or 3 products per year, you
can get as many of those as you want. These are myths about how this works, so
if you are not familiar with Creative Cloud this helps debunk a little bit of the
mythology that you are still able to run these on your desktop, you are just getting updates
through the cloud. I’m not going to go through all of these but they are included in
the slide deck. So if you have questions about the program it’s there for you. I
attached these slides to the final reminder and confirmation email so you should be
able to open these up and read through them at your convenience. And again, all budget
sizes are eligible, all 501(c)(3) organizations and public libraries are eligible and
you can request an unlimited number of individual memberships. So with
that I’m going to switch us over. Wes: Great, thank you. Let’s go ahead
and switch over to our slides here. So as Becky mentioned my name
is Wes. I work here at TechSoup on a lot of the Adobe content and
do some graphic design work as well. You may have previously joined us
for my last webinar on Photoshop so I am happy to join you again
today talking about InDesign. So first I would like to mention when is a good
time to use InDesign v. another Adobe product for example. I know a lot of folks mentioned
they used Word for example, or Publisher. And there is no shame in using anything that
is not necessarily a desktop publishing program for desktop publishing. We all have
to start somewhere. The nice thing about Adobe InDesign though is the level of
control that it gives you over the final product that you produce. So if you are producing print
collateral and you want it to match your brand or certain feel or something, and the
templates that are built into the program that you are using don’t quite match that,
InDesign gives you that level of control that you can make it match exactly
what you want or even try new things and see how you’re constituents
resonate with what you are producing. Just to compare it to a few other Creative Cloud
applications that you might be familiar with, Photoshop is great for things like editing
images, cleaning photos, making web banners or advertisements and things
like that, and designing mockups. And Illustrator is another great tool from
Adobe that’s also in the Creative Cloud that is more useful for creating logos and
scalable artwork. And by scalable artwork I mean something like an illustration
that you can blow up to a large size without losing quality. InDesign though, is
best for making print and interactive documents. And what I mean by it’s just a standard print
document like a postcard we are making today or a printed document like a brochure.
You can also create interactive documents. We won’t be covering any of that today,
but things like including hyperlinks in that to your website that you can distribute
the whole document as a PDF for example. You can have interactive elements like video
within a PDF. Things like that are really handy if you are emailing something to
perspective donors, things like that. The nice thing about all these applications
is that that they all work together so well, so you can create a logo in Illustrator
and touch up a photo in Photoshop, and then place all of those in your
document in InDesign. And as Becky mentioned, the Creative Cloud offer that TechSoup
provides includes all of these products in the Creative Cloud and then many, many more
that also all work together very, very nicely. So just a quick heads up on what InDesign is
good for and what other programs are better for. But with all that said, let’s make a postcard.
I’m going to go ahead and share my computer. I’m going to switch over here. So hopefully
you can all see what I am looking at right now. It’s just a basic InDesign application. I
noticed a couple of folks in the chat window had mentioned that the template we sent out
earlier was for the current version of InDesign Creative Cloud. I will export this file as one open
for earlier versions if anyone is having trouble and wants to start making this postcard. But I
will only be able to do that after the webinar unfortunately. So we can provide that later. So
my apologies for not considering CS6, 5, 4 etc. But in the meantime I’m going to go ahead
and walk you through creating a postcard with InDesign Creative Cloud. A lot of the
things that I will be covering today are universal for many of the more recent versions
of InDesign. So just creating documents, placing objects in them, adding text, formatting
the text, all this is very basic InDesign stuff. So if you have never used InDesign before
and you don’t have the latest version you should still be covered. And I will be sure to
mention things, if there are any, that are specific to the latest version of InDesign, but
hopefully we won’t run into too many of those. So first thing we are going to create
a new document. If you have the template go ahead and leave it open. I’m going to walk
– through a few things to get other people to that point, but then we are going
to jump right into the template. So for creating a new document it’s just
like you would expect from the File menu, and then there is New. In this case we
are creating a Document. In most cases you’ll just be creating documents. There
are options for creating books and libraries which are more collections of other documents.
We are not going to be touching any of that, but today just creating a document.
One thing to consider is that by default InDesign uses picas for its
measurement. It sounds a little technical but basically what it is instead of using
inches or centimeters it is using picas which is a publishing measurement.
The great thing about InDesign and all of the Adobe applications
is you can enter one measurement and it will automatically convert it for you.
So in this case we are going to be creating a six-inch by four inch postcard. And if you
have the template you can see that there’s already a 6” x 4” postcard laid out, but I
will go ahead and enter these values here. So we have 6 inches by 4 inches.
And we want 2 pages in this case because it is going to be a double-sided
postcard. It seems kind of counterintuitive but there is one page technically with 2
sides, but in this case we are creating 2 pages. Down here in the Margins we are going to
specify that as a quarter inch all around. Now if you’ll notice I entered a quarter inch in
the top, this lock icon and if I hover over it, it will tell me, “make all settings
the same.” So once I enter a value here and then switch on to something
else they all change. And as you see they have all converted to picas automatically.
Now if I am not quite sure how this is going to look in the end and I am not ready
to commit there is the Preview right down here and I can see it pop-up right behind me.
That looks good. The margins aren’t too far in or too far out. It looks like the right
scale that I want and I can just click OK. Now, that’s for creating a basic
document. You can see if I scroll down – and this might lag a little for folks so
I apologize. But if I scroll down and over, there is the other page. Now, that is kind of
awkward to use. Up here in the pages fly out you see there is the one page and the
second page. It is great when you are working with something like this where you can
bring everything together, see it all at once instead of having to scroll round. So in
order to make it a little more easy to use I can click this fly out right up here and
uncheck “allow document pages to shuffle.” So if I uncheck that, obviously nothing happens.
But that allows me to click the second page, drag it over. And if you can see
there is a bracket that just appeared once I connected 2 to 1. I let go from here,
now we’ve got this nice clean presentation. I can see the front side. I can see the
back side. They are right next to each other. I can line things up if I
need to. It works a lot better. Now from here what I would
recommend is to create guides. And this is where the template file
comes in. So again, apologies for anyone who is not working with Creative Cloud version.
If you still have CS6 or CS5 for example, and can’t open the file, my apologies. I’m
going to switch over to the template file which has these guides already
added just for the sake of time because I don’t want to do spend a lot of
time having you watch me drag guides around. But let me go ahead and open up the
template. And I will zoom out a little bit so you can see what is going on here. That’s an excellent question. So one thing I
was going to cover at the end of the webinar are some best practices for working with
your printer. But since you brought it up at the beginning it’s a great time to
talk about it. I’ll touch on it briefly. I would recommend always talking to
the printer that you’re going to use, if you’re going to use a printer, beforehand
to make sure you are providing something they can print from. In a lot of
cases you will need to create a bleed. And if you are not familiar with what a
bleed it is it’s when your object on the page goes beyond the edge of the page. So at a
printer, they will cut the sheet to the dimensions that you want. So sometimes you will
need something to go over that edge just to make sure that it doesn’t cut
short. So if you know that your printer needs a 1 inch bleed that’s a great time to
enter that. And you will see in InDesign that right past the edge of the actual page
you will see a line that connects around. I didn’t include one here so it’s not visible
in this case. But if you were to specify one it would be visible there. And again,
that something that you want to check with the printer beforehand just to be sure
that you’re matching their specifications and you don’t have to go back and fix
something later, or you get a product that doesn’t look right. So
excellent question. So as I mentioned, I skipped over to our template. It is
identical to what I just created previously except that there are these lines that
kind of intersect all over both pages. And of course, the left is the front and the
right is the back. And I wanted to skip to this in order to save the time to having to
have you watch me drag guides around. So with those in place I’m going to
show you how to do one other thing. I mentioned at the top that InDesign’s
default is to use picas instead of inches. I’m an American guy. I don’t think in
terms of anything but standard measurements. I don’t do metric. So I will show
you how to switch over to inches which might be something a little
more familiar to you as it is to me. So up here in the Edit menu,
come down to Preferences. And you’ll see there are a lot
of options as I mentioned before. InDesign gives you a lot of control over
every aspect. We are going to go up to Units and Increments. Click on that. You can see
in this top section here there are ruler units for horizontal and vertical. For the
template I have already specified inches. But if you have picas still chosen, you can see
it might be checked. You can just change that one to inches for both of these. You are set for
inches. Now if I create any object on the page, if I had a rectangle, a circle, if I want to measure
out a text box, it’s all going to pop up in inches and it is easy enough for me to understand.
So let’s go ahead and get started adding some things to our template. The
first thing I’m going to do is to create a background color. We mentioned at the
top that this is where you would want to include your bleed if you do need one. I’m
not going to add one here because obviously this is just a demo. I’m not going to
send it to a printer. But if you did, you would measure this to your bleed. So you
just click over here to the rectangle tool. You can see there’s a fly out. If you hold it
down you’ll get other options for an ellipse which is just a circle, polygon tool you can
create shapes like triangles and pentagons and so on for other geometric shapes. We are
just going to be using our standard rectangle tool, so click that. Down here
we have the option for colors. You can see the upper left box is for fill,
and the bottom right box is for stroke. We can choose the color that we want in a
number of ways. We have Swatches over here which give you preselected standard colors,
or you can just choose your own color here in the color box. With the template what is
nice is I’ve created a post card folder down here at the bottom with all of the
colors that we will be using today. Now again, if you are not working
from the template, no sweat. Feel free to pick your own colors as you go. It’s
just a demo. You can always change them later. There is nothing that is set in stone.
But if you are working from the template I will tell you which ones
we are picking as we go. So I’ve chosen a rectangle and I’m going
to use the color tana which is right here. And one other word about color, if you
don’t know which colors to use there are some great assets online for
choosing palettes. DesignFeed is one and we will have links to these at the end that
we’ll show you colors that all nice together if you are looking for a certain aesthetic.
With the latest version of Creative Cloud there is actually a color themes option. If
you go up to the Window menu, go to Color, and then this option here Adobe Color
Theme, it will bring up this little palette where you can create your own based
on whatever it is you are looking for, complementary colors, contrasting colors,
based on a certain color, that sort of thing. What I did in order to choose colors for this
presentation I just came and explored one. I found this Neutral Blue section which I
thought was nice. And these are all the colors that are listed here in this color post card
folder. So I’m going to close out of Color Themes, but I just wanted to make you aware
of that because it’s really handy if you are not good at coming up with
colors that work together as I am. So let’s go ahead and get started. We are going
to create a rectangle using the rectangle tool, from the swatches fly out this
post card box I am choosing Tana. And it is as simple as if you have used
Publisher for example, it’s just clicking and dragging from one corner to the
other. And as you can see it tells me from that tool tip before I let go, 6 inches
and 4 inches. That’s exactly what I want. So we have created our background color just
for the left side. I’m not going to create one for the right side. I’ll get more into that later.
But now we are going to add that description. So I click the Text. What I’ll do this if I
choose Text here I can choose from Character on the right side. And again, if you don’t have
any of these options, they are all available under Window. You can choose Character from
Type & Tables. Or if you want your right side to look just like mine, this box up here
will give you options for a work space. I have chosen Typography because it gives me
a lot more options that I’m going to work with. Depending on what your needs
are you can choose other ones. But just choosing Typography from this
upper one here will give you all the options that I have on the right. So from here
after we have chosen that text tool, I can choose Character. Sorry,
let me switch over. There we go. After I have chosen the text tool I can choose
my font. If you have already installed the 2 fonts that I recommended beforehand, I am going to
use Open Sans. If you haven’t installed the fonts that we recommended that’s fine too.
You can use whatever font you like. Open Sans is a sans serifs font. It looks a little
like Arial if you are familiar with that one. But again, it’s whatever your tastes are
so don’t feel like you have to use the fonts that I’ve recommended. But if
you click from that drop down, you can scroll alphabetically of course
down to Open Sans, and there it is. There’s also this little drop-down box
here where you can choose a variants of it if you want it light, if you want it bold, if you
want it italic etc. I am just going to use bold and I’m going to choose 12 point.
One thing I like to do in InDesign is to create objects off of a page and then
drag them in. That’s because InDesign is unique in that you can create frames and add text
to them. It can get a little confusing. So for the example I’ll be doing here
I’ll be creating things off the page and then dragging them in
so I’m going to do that. I’m going to click and drag just up
here and let go. And I can just type, “A Fundraising Event to Support Our Mission.”
This is terrible copy. It won’t convince anyone. Of course, we should change this to whatever
your mission is if it’s helping youth, if it’s the environment, whatever it is,
whatever you think will compel people. This is just for me to cover my bases
for any nonprofits and libraries. So we are going to drag this down once
we’ve created it to this guide here. Hopefully you can see that. What
we are going to do is drag the box, the text frame to the very edge of it beyond
the margin. The reason we are going to do that is so when we add the background color it
will expand to the full width of the postcard, but I will get into that in a moment. From here
we will widen it so it matches on both sides, both edges of the postcard. So that looks
okay. It doesn’t look great right now. What we are going to do is we are
going to choose some text frame options. The reason for this is you can manipulate how
the text looks within the box that it resides in. To do that we right click on it
and then choose Text Frame Options. And we are going to be coming back to
this a lot for each text item that we add. So we choose Text Frame Options.
We have a lot of options here. I’m just going to go over a few of these.
You don’t have to worry about all of them. And feel free to check the preview box
down here so you can see as you change it how it will look if it is not checked
already. The Inset Spacing here in the middle is basically just think of that as your
margins within the box. What we are going to do is specify that as point one inches for
the top and the bottom, and quarter inch for the left and quarter inch for the right.
Now if you can see over here in the preview it has moved the text over to the margin
which as we specified in the beginning was just a quarter inch, so we use that here as
well. It brings it into lineup at the margins. And we’ve added just a tenth of an inch on
top and bottom, just a little breathing room. We are also going to change the vertical
alignment to Center. That will bring the text that is in the middle vertically of the box.
Up here in Baseline Options at the very top, I’m going to choose that. I’m basically
only going to cover like 3 options throughout the text screen options.
So if this seems like a lot I’m sorry. We are going to keep revisiting them.
But we will change the Offset from Ascent to Cap Height. Now what is this? This basically
means the text frame is taking into account the height of the capital letters in there
rather than adding some space on the top which comes naturally with the font.
We are going to avoid that extra space. We are just going to focus on the actual
height of the capital letters in the text. Nothing changed here but you will
see more graphic results later. So you can click OK on that. One nice
thing about Adobe products in general is when you create an object on a page, if
you double-click any of the resizer boxes it will re-size the object to match the exact
size of what is inside them. So if you have text within a box if I double-click this bottom
hanger you can see that it shrinks up to match the exact height. We still
have that padding though that we created which is really nice. It gives it a little
breathing room when we add the color. So speaking of color, we are going to change
the color of the background and of the text. Now if we remember from earlier, on the bottom
left there is the fill color which is chosen and if I come back up to my
swatches on the right, scroll down. This time I am going to choose Big Stone
which is the darkest color. That looks good but the text is impossible to read. When
you have text with in a frame you can choose the color of the frame and you can choose the
color of the text. This is a mistake I make a lot when I am working in InDesign. I just have
to undo, choose text, change the color. So in order to do that on the bottom
left here there is this box that says, “Formatting affects container,” and one that
has the T which means it will affect the text. So if we choose that and then choose a different
color, in this case I’m going to choose Ceramic which is the lightest color in the swatches. Now
we can see the text against a dark background. Now click off of that and you can see how that
looks. Not bad. It’s bold. It’s called out, but it’s not going to be the biggest
and most heavy thing on the postcard. At this point we are going to
add the background for our logo and it is basically going to be the
same thing as creating the text frame. We are going to click the rectangle
tool again. We are going to make sure that we have the foreground checked which
we do. And in this case I’m going to choose Big Stone to match the colors,
the background of the description. And I’m going to click outside the page again
just one click. I don’t have to click and drag because I have specific measurements
that I want. So I’m going to click it. It will give me options for the size.
I will choose 1.35 inches by 1.25 inches which is going to be slightly wider than it is
tall. There we go. And if I choose the pointer tool I can just drag that right to the top of
the margin and it will click in right there. And it winds up with the guides that we
already specified to. So now we’ve got that. Let’s try placing our logo. So we are
going to place an object on the page that comes from another file. Now in this
case I have created a logo in Illustrator that just serves as sort of a dummy logo for
the organization. This will work perfectly the same if you have let’s say a
photo or just anything else like a PDF that you want to place inside another PDF.
Whatever you can place with in InDesign that is an external file you
would use the same process. So we are going to go up to the File menu
and Place. Now from here – let me switch off to the actual thing I am talking about,
sorry about that. Here are my files. I am going to choose the logo.eps. This is
another file that we attached in the email that we sent out earlier, so go ahead
and click that and then just choose Open. Now you can see a change is my cursor to
have this little arrow with the dotted line and a picture of a picture. It is asking me
where I want to place it. You can place it as its own object or you can place it within
another object which in this case I created that background. I’m going to place it inside
of it. So if I just click inside the rectangle you can see that the cursor changes
slightly so that now those dotted lines are around the picture which means I’m
going to place it inside something else. So I can click that. There
we go. There is my logo. Now looks kind of jagged and the first maybe
6 months of using InDesign I always wondered why do all my pictures look pixelated
or just crummy. InDesign thinks ahead that you may be placing a lot of things on the
page and it might slowdown your performance, so it will display things in a lower resolution
way. You can tell InDesign to show it to you as it actually is if you want by going up
to the View menu to Display Performance. As you can see, Typical Display is
chosen. This is sort of the middle ground. Fast Display will show no images. High
Quality will show images in full resolution. So we can choose that and now the
logo looks nice and clean and sharp. I prefer to do it this way. My
computer can handle showing an image as most of yours probably can too. But once you
add a lot of things it can begin to slowdown. It’s a nice way to work quickly.
So from here we are going to add the organization name right below it.
We are going to click the text tool, come back over to character just like we
did before when we added the description. This time I am going to use Vesper Libre
which is the other font that we recommended, choose this. And again, you can
choose whatever font you want. The default I believe is Minion Pro. It’s a nice
serif font. So I’m going to choose Vesper Libre, from the drop-down I am going to choose
Regular. I’m going to make it slightly smaller than the description. You don’t
want it to compete for attention. I’m going to choose 10 point. Up here you
can also see once we have chosen characters there are options for justification.
So if you are used to Word for example, you choose left, center, right. We have all
of the same options and many others as well. I’m just going to cover those basic ones here.
But in this case we are going to choose center alignment. So we click that right in the upper
right. And then I’m going to create a text frame again off of the postcard by clicking
and dragging. Size doesn’t matter. We can always resize it. Just click and
drag and let go. And then I will just type “Organization Name,” a boring name for an
organization. Again, feel free to enter yours here. Of course you would want to make
it personal. So we’ve chosen that. Now we are going to change the color of it. And
again, before I go into color that will change the background, I want to come down to the
bottom left, click the T which will change or affect the text. Choose that. And then from
my swatches panel again I am going to choose Big Stone so that the color of the text will match
the background color will match the background of the description. We have kind
of a consistent color scheme going. You don’t want to choose too many
colors. It becomes kind of distracting. You get that rainbow effect. So I’ve chosen
that. Now I’m going to go back to my text frame options just like we did before by
right clicking it, Text Frame Options. The Inset Spacing just like we did
for our description I’m going to add just the same amount. So I’m going to select
it and I’m going to choose .1 inches, .1 inches. We’ve got that little border above and below.
I’m going to choose the same thing I did before. I’m going to choose a center justification.
And then from our Baseline Options you can see that unlike with Open Sans,
this font Vesper Libre – I’ll go back and I will re-demonstrate
that in case you missed it. When it was on top and I chose center you
can watch “Organization Name” will shift down. That’s because the font includes some
extra space on top just naturally. You can overcome that by choosing Baseline
Options and changing Ascent to Cap Height. That’s what we did before with the description.
And that will only focus on the letters themselves not the other stuff that may come
just built into this font that you may not want. Again, this is a great example of InDesign
giving you total control over whatever it is you are putting on a page and however you
want to look. So once we’ve chosen that just click OK. And I’m going
to drag this down right below, and I’m going to click on that right hanger
and drag it over and now it is lined up right underneath the logo. Just like we did
with the description, I’ve got the little hangers on there and I can double-click the
bottom and it will shrink it right up. It doesn’t shrink the text right to the
object because we added that spacing. We added that top and bottom
so nothing will interfere. You are going to have a little breathing
room for whatever it is you’ve typed. So we’ve got our logo. We’ve got
our name. We’ve got our description. We are going to move onto adding that big
callout on the right which is the title of the postcard. So the text that I’ve
chosen is “A night to eat, drink, and give.” Of course it can be whatever it is you
want. I figured that was a good opportunity to send an invitation to folks to come out to
an event that’s got maybe a dinner or reception, and then an opportunity for them to
give to your organization or a library. So we are going to add “A night to”
as a separate object, “eat, drink” as a separate object, and then “and give,”
because they all have different text treatments. We want things to lineup differently. We don’t
want anything to be confusing on the page. So the first thing is to add “A night to.” We
are going to click the type tool once again. I’m going to come back down to my character
palette. I’ve got Vesper Libre chosen which is great. That’s what I want, regular,
perfect. We are going to create slightly larger text, 12 point. If you think about font
size as which thing should be loudest volume wise, we’ve got 10 point which is for the organization
name. It’s smaller. It’s just to describe what the logo is above it. We have a slightly
larger one for the description. That’s nice. This one is going to be on the same level. “A
night to” is not near as important as “eat, drink” which is not nearly as important as “and give.”
I mean giving is the most important thing. You want that to be the most noticeable thing.
So we are going to start with a 12 point font in this case. We are going to create
the text frame again off of the postcard, just clicking and dragging. And I will type “A
night to.” As you can see it is still centered from before, so I can choose left alignment
in the upper right which we did before when we chose center alignment. Now
we can choose align left, click that. The text shifts over. Now I’m going to change
the color. If I click the selection tool I accept the text change that I made and
then come back down to the T down here in the bottom left which the formatting will
affect the text rather than the box that it’s in. I will choose one of my swatches. And this time
I am going to choose the color called William. It is kind of hard to read against that
background, but once we drag it over we’ll be able to see it. But before we do,
let’s right click and choose Text Frame Options. And you can see where this is going. We
are going to choose our Baseline Options. We are going to choose Cap Height as we
did before. Now you can see barely maybe that the text is brought right
up to the top. And click OK. Now I’m going to drag this to this spot
here. Now the box extends beyond that margin. We can just drag that margin, or the
edge of the frame right up to that margin. Now we’ve got “A Night to” resting comfortably
right there. And I will even drag this out to the margin just to be anal retentive about
it. The next words we will add are “eat, drink,” so I’m going to do the same thing
before. I choose the text tool. I change my font in this case down to the
character palette. It’s still Vesper Libre, that’s great. Vesper Libre comes with
4 options for weight. We have Regular which is the normal font you are
used to seeing as far as thickness. There is Medium which is not quite bold, not
quite regular. It’s what other fonts might call a semi-bold. Regular Bold as you are
familiar with, and Heavy which is somewhere one step beyond bold. So in this
case we are going to choose Medium. We want it to be slightly larger and slightly
heavier than “A Night to” just so that it’s got that much more weight on the page. In
this case we are going to – let’s see. Let me look at my notes – a 36 point font
which is 3 times the size which is great. And we are going to create a big text
frame up here. In fact, the one I created was not large enough. I am going to undo, CTRL
+ Z. I’m going to create this off to the side. I’m scrawling over so I’m sorry if
that’s going to lag and be hard to see, but now I’ve got some extra space I can create
an even bigger text box that I can work from. So I’ll click and drag this big one, and I will
type “Eat, Drink,” of course the extra comma is a serial comma because I believe in
that. I apologize to anyone who doesn’t like the Oxford comma. No more
talk of text. Let’s keep designing. So we’ve typed our text and I’m going to
left align this one as well. Click left align. And I’m going to choose down
here in the bottom left again, we’re going to change the color. We
have to choose that we are going to change the text color rather than the box color
first. Choose that, up to swatches, scroll down. This time I’m going to choose William
again so it matches “A Night to.” Although its bigger and heavier it’s
still got the same consistent color. I’m going to click. We are going to drag this over
so that it lines up right underneath “A Night to.” And we’ve got it in our margin. We’ve
dragged the corner of this so that it lines up within the box so that it doesn’t intrude
on anything else. That looks okay, but again, we need to change a few things in our
Text Frame Options. We right click, Text Frame Options, and we are
going to choose our Baseline Options and change that to Cap Height. Now
it is up top. That’s great. Okay. Now that looks good. It’s bigger. It’s a
little louder, but I want it to be even louder. One thing we can do is come back down to
the character palette. On the upper right, all of the pallets all have these little fly out
menus which have options on top of the options that you can already see. And this
is true for a lot of Adobe products. If you click that you get extra options.
In this case I want to choose All Caps. Now in this case you can see that
“Drink” has disappeared. What you can see is a red + right here. If I drag this edge off
a little farther I can see there is “Drink.” It’s too far beyond the margin. The font is the
right size that I want though. So what can I do? I can drag this back over a little farther.
Now it fits in there. That looks good. I’m going to drag “A Night to” over as
well. Now they lineup. Everything fits. It is the right size that
I want. Everyone is happy. Now we are going to add “and Give” right
below it. So I’m going to scroll back over to where I have some space. I’m
going to create a big text box here, but before I do, before I type anything
let’s change the character size to 12. Now that seems kind of weird because we have
“Give” being the biggest element on the page, but we are also going to have “and” in there.
And you don’t want “and” to have equal weight to “Give.” So we are going to choose 12
point font. We’re going to choose Regular, and we are going to left align this, all the
stuff we’ve done before. We are going to type “and” and a space. Now I’m going to choose Heavy
which of course is the heaviest weight of all. And I am going to change the font size to
really big, 72. I am going to type “Give.” Now within the same text frame you can
change certain property is like the All Caps. So I’m going to select it within the box. I’m
going to choose that fly out again, All Caps. Now it is extra big. And while it’s selected
I go to my swatches. I choose Big Stone which is the dark color we’ve used
for the background of the description, the background of the logo, and the organization
name text. I click off of that within the box. That looks good. And I can choose “and” and
change its color to. So we’ve got 2 colors, 2 font sizes, 2 font weights all within the
same box. And I am going to choose William which is the color that we used for
“A Night to Eat, Drink.” Looks good. I’m going to click the selection tool
to accept the changes. And of course it wouldn’t be creating a text frame
without changing our text frame options. I’m going to right click that, choose Text Frame
Options. I’m going to align this to the bottom and you’ll see why in a moment. And let’s
change our Offset to Cap Height as we did with all the other ones. I’m going to re-size this
down a little bit. It’s a little large. Drag it in. I’m going to lineup the bottom right of
this box with the bottom right over here. I’m going to drag this to the 3 inches
by almost half inch size along the way. Now we kind of lost our text here. I’m
going to drag it up a little farther. Now that looks pretty good. So we’ve
got “A Night to Eat, Drink, and Give.” Now the reason I aligned it to the bottom is
when I click off of this and if I hide our guides for just a moment and our text frame borders,
you can see – I’m going to scroll over so you can see a little better. “Give”
is the same color as the description box and it rests right on top of it. When we
aligned everything to the bottom we only focused on the Cap Height of the text. That means that
there is no extra spacing around the bottom. It will rest exactly on that box.
And what’s nice is it kind of blends. It gives “A Night to Eat, Drink,
and Give” something to rest on. If we move that description box down –Oh,
I just lost a few things. Sorry about that. There we go. Let me try that one more
time. If I move it down, that looks okay but “A Night to Eat, Drink, and
Give” is just kind of floating there. It looks a little better when you’ve got
something kind of resting on top of it. It’s a little more cohesive. So let me switch
back to my guides and bring my frames back on just so you can see what’s going
on. So we’ve created the top half. Now we are going to create the
bottom half. This part is even easier. We are going to create another
text box by clicking the type tool. I’m going to change my character to Vesper Libre,
that’s good. I’m going to do a little lighter, go Medium – excuse me – Regular. Do 12 point.
We don’t need it nearly as big as it was. And let’s create another big text frame over
here off to the side. Choose the left alignment. Becky: Wes, we had a couple of questions real
quickly if you don’t mind me interjecting here. Mickey asks, “Why does the text box need
to be created outside of the document?” What happens if you try to put a text
box on it? Is there reason for that? Wes: That’s an excellent question. So when we
placed are logo inside the background color, we are placing an object within another
frame. We’ve got a background color which is basically just a rectangle, so if
we click with in it is just a good practice to begin to create objects separate from other
objects. If we click on the background color, InDesign will think that we want
to add text to that object itself rather than just placing something on top of
it. So this way we created off to the side, choose our options, make it all look
nice, bring it in, place and on top. You can definitely drag within the space that
the rectangle, the background color takes up. That’s fine. I just prefer to create
them off to the side and drag them in. That way I don’t make a mistake and have to
undo and all that. Hopefully that explains it. Becky: Great. And I’ll bet that keeps you
from accidentally moving that background rectangle off of of the postcard too
and then having to realign things. One other quick question based on
what you just showed, Rachel asked, “How do you hide the margin and guidelines
the way that you just did to show us how the give was anchored
to that longer blue line?” Wes: Another great question. So there are 2
ways to do it. I’ll show you both very briefly. I just used keyboard short cuts just for
the sake of time, but because inquiring minds want to know I’ll show you both ways.
Up here in the View menu you have Extra, one of which is to Hide Frame Edges.
You can see them on windows so of course it is a CNTRL + H keyboard shortcut. For you
Mac users I believe it is probably CMD + H. You can click that. And now you can see the
edges around the text frame that I created on the left and the objects that are
on the postcard have all disappeared. If I do CNTRL + H – and again, I
assume it is CMD + H for Mac users. If I hit it again then they reappear.
The same is true for the guides. If I go up to the View menu, there is Grids
& Guides here. I can choose Hide Guides. And you can see the keyboard shortcut for that is CNTRL + ;.
Again, Mac I assume it is CMD instead of CNTRL. I choose that, those disappear. I press CNTRL + ; and
they come back. If I do both, CNTRL + H and CNTRL + ; I can see it nice and clean which
is great if you are working with somebody else. You’ve created the design, you want your
coworker to take a look, maybe your manager or supervisor to approve it to say that
looks good or no let’s move it here. But you don’t want to bother them
with a bunch of lines in the way. They might think it looks worse than it
actually does. So those are great ways to just take a quick step back, see how it looks,
and then dive back in with your handy guides. One quick thing to know, those guides still
exist. Your objects will still snap to them as they have been even if they are not
visible. So you are not really turning them off. You are just hiding them as
it says. Excellent question. Were there any others
Becky to field right now? Becky: We can go ahead move on and so
we get enough time to show everything. Wes: Great. More time for me to talk. So
let’s turn our guide and frame edges back on with CNTRL + H and CNTRL + ;. Now they
are back on. I got my text box ready to go. I’m going to choose Vesper Libre,
Regular weight, 12 point font. I created my big text frame. I’ve chosen
left align too which is very important. Now I’m going to type just the basic
information. I’m going to include the date. I’m going to include the location along
with the address and then important times for people to know. So registration in this
case, what time that is, what time dinner is and what time the reception is. And of
course, this can be anything you want. If it’s not a reception, if it’s a ticket
thing or whatever you need, this is a great spot on the postcard to include
whatever you think is necessary. So let’s type “Friday,” and I apologize there
is a lot of text. I will try to type fast, “2015, Paramount Theatre, 1914 Knoblock St.”
And my wife’s last name is Knoblock, so of course this is my not-so-subtle way to
work somebody I know into this presentation. If you were here for the Photoshop
one, that was my dog Charlie. So everyone from the house has to
find their way into my webinars. Now let’s see, “dinner at 6:00 PM
and reception at 8:00 PM.” Great. And one other quick tip too, when you are
typing in a text box if you’re on a roll and you don’t want to have to keep going
back and forth between keyboard and mouse, if you have typed something in the text box
and you want to accept what you have typed – this seems counterintuitive – you press escape
and it will automatically accept your text changes and switch you back to the selection
tool. Escape does seem like something that would cancel what you have done. In
this case it is exactly what you want to do. So it’s kind of strange but it does save
you some time rather than having to click off or click something else. If you need
those valuable seconds, there you go. We’ve chosen the text that we want. We
are going to change the color of it now. So again, choose the T at the bottom
left to choose the color of that. I’m going to come back to my swatches,
scroll down and choose William. It’s really hard to read against this
background but we are going to bring it over to that lighter color in just a moment. Now let’s
resize this a little bit. I made it kind of the big. I’ll bring it up and I’ll drag it over. Now just
like the words “and Give” I’m going to bring this down to line up with the bottom margin. You’ll see it’s
lined up just at the bottom of that. I’ll let go. I’ve almost got it to the right width, but
I’m going to bring it back over so it lines up with the right margin. That looks good. It’s
a little too tall so I’m going to bring it down just a little bit to lineup right
underneath the description. That looks okay but it’s not going to catch any eyes.
If you’ve seen the finished product you know that we are going to call
out the date as more important. We are going to give that more weight. So
let’s double-click within that text frame and select that top line just like you would
in any other word processor. Just select that. We’re going to come back to the character
palette and we are going to change that one to Open Sans which is the same typeface
we used for the description – excuse me – “A Fundraising Event to Support Our
Mission.” We are going to choose Open Sans. And as you’ll notice as we have been
using certain fonts, when you choose from that typeface drop-down Vesper
Libre, Open Sans there at the top, those are the last ones we used. If we choose
other typefaces, those will go up to the top too. So I’m going to choose Open Sans. I’m going
to give it a little more weight than Regular. I’m going to choose that one as bold and make
it a little bigger. I’m going to make it at 16 which is not an option here but the
nice thing is if I click off that again, I can just enter the size that I want. I want
16 point. There we go. Now it’s nice and big. My text is still selected, so while I’m doing that,
while it’s still selected let’s change the color of it too. We can come up to swatches.
I’m going to choose – let’s see – let’s choose Big Stone. Again, it’s the same
color we used for the background of the logo, the word “Give,” and the background of
the description. So once I’ve done that I can press escape. So that’s got a
little more weight to it. It calls out. People will see this postcard and immediately
think, “Oh, I’m not busy Friday. I can make it.” But the date is right above the location
which is right above the schedule. Things are a little packed together.
The nice thing is with InDesign is if you are creating a document that’s got a
lot of text on it you don’t want it to all go left to right. It’s a full page it’s kind of
hard to read. If you think about a newspaper, you’ve got columns. That’s easier to digest.
And in this case that is what we want to do too. So if you’ve got your text frame
selected, in the upper right here when you have the selection tool chosen
first of all. It won’t show otherwise. If you choose the selection tool and
select the text frame, in the upper right there is this number of columns option.
Currently it is set one. It’s always set to one by default. Any frame has just one
column. We can change that to 2. And you will notice nothing happened in our text
box. That’s fine because we don’t have enough content currently to fill a second column. It all
fits neatly in one. So I’m going to drag that down so everything has to flow into the second
column. So if I click that top hanger and drag it down, and drag it down to
let’s say .8, I can get it right there. A little too much. Yeah, that’s pretty
close. We’ve got the date on the left. We’ve got the address right below it. And
we got the other information on the right. Now by default everything is still centered
vertically because of some other options that we had chosen before. Easy to fix. You
know where this is going. You right click it, Text Frame Options. We can choose the
alignment not from the Top, but from the Bottom. And I still have Preview chosen here on the
bottom left. If I drag this over I can see how it previews. That’s just what I want. I
have 3 lines on each side. They all lineup. I’ve got the date right at the top. That’s taking up
a lot of space. Perfect. I click OK. I can click off. And that looks pretty good. Let
scroll over just a little bit. We can see it without the guides, without
the frame edges. All right, that’s our front. So now all that’s left to do is
to add information to the back. So I’m going to re-add my frame edges,
add my guides, and scroll over to the back. We want a nice clear call to action on the
back. We want information to tell people what it is we are doing. Obviously we want
them to give, but why? And we want elements on the back of the postcard so we
can actually mail this if we want. This is operating on the assumption that
this is something people will be receiving in their mailbox. But of course, you can design
a postcard that will fit neatly on a table and tell people about your organization or your
library, things like that. It doesn’t have to include these elements. But I’m operating on the
assumption you’ll be mailing the stuff so I’m going to add those in just a moment.
But first, let’s have our call to action. So I’m going to create another text
frame. I’m going to click the type tool. I’m going to create a box off to the side
once again. We’ll click and drag that. I’ll type “Join Us!” That’s what we want
people to do, “Join Us!” Do a left alignment. And let’s select our text. That’s not quite
big enough. Come to the character palette, we have Vesper Libre chosen. That’s
great. That’s consistent. Let’s change that to let’s say Bold and we are going to make
it a little bigger, 36 point. Looks good. Will hit escape to accept those changes. One
more time, right click, Text Frame Options. We are going to choose vertical alignment
to Center. We are going to choose our Baseline Options. Then we’re going
to change it from ascent to Cap Height. Now this isn’t something that you always have
to do. I find it’s best to change this field when you have a text object that isn’t
going to be long copy for example. So in the case before we had “A Night
to Eat, Drink, and Give,” those 3 objects just sort of serve as a function. They
don’t actually have to be presented like a readable document. They are just to
call out the large visual element on the page. That’s when I like to use Cap Height because I
get that extra option around the spacing of it. If you have multiple lines of text it’s going
to be nice to give at that extra breathing room, leave it as ascent or whatever options you want.
But in this case Cap Height is my preference. So we are going to click OK on
that. I’m going to drag that over so that it hits the upper left margin and then
we’re going to resize this to live within that box. There we go. So as centered within the size I’ve
prescribed. It’s got a little space on the top and bottom. It’s got some breathing
room. Now let’s add some body copy to it, so we will click the type tool again.
We’ve got Vesper Libre at Regular and 12. That looks pretty good, so let’s create another
text frame. And rather than fill this with text – let’s choose left alignment on that
too – rather than fill that with text I’m just going to hit escape. Now
seems a little counterintuitive. Why would you create a blank box?
Well, let’s drag this over to this spot and I will show you. So right about here
and I will fill it about 2 ½ inches wide which is about half the size of it, and let’s
say 1 ¼ inch. So we’ve got this empty box. And this is going to be where you describe
what it is your fundraising event will be. That doesn’t waste time watching me type out
a whole explanation of what the event it is. I’ll show you another feature of InDesign that
I really like. If you are just laying things out, you don’t have your copy ready. Someone
else is writing it. You are the person who was tasked with designing it. You
don’t have their copy, what you do? InDesign has got you covered. Under the
Type menu, Fill with Place Holder Text. This will fill in just random Latin sort
of Lorem Ipsum if you are familiar with that to the exact dimensions of your text
frame. You don’t have to worry about it. You know it’s the right size. You
specified how it’s going to look. Now when someone brings you the text or
you figure out what is going to say later, you can always come in and fill it out as you
need it. But right now it will give you at least a visual sense of what things
look like, so super handy. So one other thing I want to change on
this and this is a default in InDesign, if you click the paragraph
palette, hyphenate is on by default. Personally I am not a fan of hyphenation.
It looks a little funky. I like words to be all full length. If it’s too long for the
line let’s bring it over to the next line. So uncheck that and you can see it brought that
over, so that looks good. We’ll click off of that. So we’ve got a call to action at the
top. We’ve got the description below it. Now we’re going to add the RSVP text.
So in this case I’m assuming that maybe you’ve got a place for your attendees to
RSVP online. Maybe you’ve got and Evite or Facebook event, something like
that. If you don’t, that’s fine. If you want to use a phone number,
“call us to RSVP,” that’s fine too. This line will work for any of that. So
I’m going to click the text tool again make sure we’ve got our character set,
Regular, 12 point, that looks good. Choose left alignment and let’s create
a text frame off the side and type “RSVP at” Very
exciting. Now we will drag this over just beneath our description text.
We’ve got that little space in between which is nice just for some breathing
room. Let’s choose our Text Frame Options. We are going to center this as
well like we have been in the past. And choose our Baseline Options once
again, Cap Height. This is just a one-liner and serves as an object on a page. This is not
meant for longform reading. I like Cap Height. Now let’s drag this bottom right corner up to the
space here. It fills in that space very nicely, very neatly. You can see it. I’ll turn off the
guides so you can get a sense of how it is looking so far, no frame edges. That’s looking
good. It’s filling in the left side nicely. We’ll turn those back on. And the last thing
we are going to add some contact information. If anyone has questions how they get a
hold of you, let’s add that at the bottom. So one more time we are going to choose the
type tool, click and drag the box on the right. And let’s just type “organization name”
and a fake address “2nd St., Allentown” State is not applicable “3434” – what did
I say – “the 5,” and then underneath that a phone number. Of course we are
in a movie so every number is 555. All right, hit escape to accept
our changes. Let’s resize that up because it’s a little bigger than we
need. And I will drag that down here and I’m going to line it up to the bottom of the
bottom left margin, the bottom left of the text frame to the bottom left margin of the page. It’s
still a little tall so I’m going to drag this down right to about there, and bring this over
so everything is neatly the same width within that column. Because of the space above
it in the font, and the fact that its top aligned, it looks like it’s in the Center. Let’s fix that.
Right click it, then choose Text Frame Options and choose the alignment to the Bottom.
If I drag this away you can see on the left here the preview. Now it’s aligned at the
bottom. It gives a little more breathing room. It is independent from the RSVP at
URL. And that looks good so we say okay. So we’ve got our left side done. Now all we need
to do is add a little divider line in the center, add a stamp box and some lines
for the address and we are all set. So this is going to introduce a new
tool that we haven’t covered yet, but pretty simple though if you’ve used any
other graphic design or drawing applications. Even stuff like Microsoft Word
will have these same tools. We are going to create a line. So there is a
line tool just a little up from the rectangle tool that we’ve been using before. Just click on
that. Just like with the rectangle that we created before where we specified a certain
size, I’m going to do that here too. So rather than clicking and dragging I’ll just click
off to the side. Actually, I will tell you what, let’s do this. I know the size I want already.
Let’s just drag one down to about 2 ½ inches. That’s pretty close. Now if you can see
this on your screen, it might be hard to, my line is not entirely straight. It is
slightly off to the side. And if I move around it will of course move with me. While
I’m still holding down the mouse button, if I hold down shift its naps into
place. It’s a perfectly straight line. If I keep moving it will do a 45, 90
and so on, degree angle. This is great if you don’t want so like variances in your shape.
If you want them exactly straight this will do it. So I am going to measure that at 2.5
and finally let go. Now we’ve got a line. It looks like it’s got some width to
it but that’s just the guide for it. There is no actual weight
to this line until we add it. So in that case we are going to come over to
stroke which is just sort of the graphic design way of saying a border. Click That. You
can see the weight is zero which means there is nothing applied to it. I change that
up to one point and you can see on the screen it’s added a little bit. That blue
line is now around the black line. If we click our selection tool and then choose
a line. I’ll show you this. This is nice. If you click a line this gives you ways to
align objects on the page either in relation to other objects or to the page
itself, oral lot of other options. Right now we are just going to
focus on how to lines on the page. We want it right in the center. So if
I click this one here, this upper left, it’s the second one from the left,
“align horizontal centers” – excuse me. Let me try that again. That’s my problem.
Let me back out. Sorry about that. Like I said you can align it to other objects on
the page. If I’ve selected text objects or images, I can align it to that. If I wanted to be in
the center of something else that’s an option. By default it is “align to selection.” I want
“align to page.” I skipped ahead, so my apologies. Choose “align to page” first. Now if I
click that “align to horizontal centers” it aligned to the first page. Sorry
about that. Let me make this simpler. I’m going to drag this over, save some
time, right to that spot. Done and done. It’s also a little too high up. I’m going to
bring it down. That looks like it’s pretty close. And again, with other options I can make
it exactly right, but for the sake of time let’s keep it moving. Now we
are going to add a stamp box in the upper right. So again, go back
to our rectangle tool, click that. Now before we get started with that,
in the past we created rectangles they had a color filled in and no border.
This time we are going to do the opposite. We are going to create a box that has no
color filled in, it’s clear in the center but it’s got a box around it. If you draw
a square that is what we are going for. So come back to your color properties
down here on the bottom left we’ve got a color filled and which is the
fill. We’ve chosen that. If you click it you will get the color option here. There
is this box here, this “none” option. So whatever color type you have
chosen – I’ll cover this later. But if you have chosen like CMYK, RGB color,
some Pantone colors, anything like that, this will always be an option. You’ve always
got this gradient. You can choose “none” which is what I want. So now I’ve
chosen no color, fill, no stroke color. But let’s change that stroke color to something.
So we click on this other box right behind fill. If you watch carefully it brings it forward just
a little bit. It’s subtle so it’s easy to miss. But click stroke and over here I’ve
got the choice for black. I choose that. So now you can see there is a slash through
the fill and color around the stroke. That’s what I want. So
I’ve got my rectangle chosen I’m going to click. Without dragging I’m
just going to click and choose a .7 inch by .7 inch size and that is roughly the size of
a stamp. Of course it doesn’t have to be exact. The stamp is going to cover it. Hit
OK. I’ll choose my selection tool and I will drag this up into the
upper right corner. There we go. The last thing to do, let’s go back to our
align tool. I’m going to create a horizontal line this time. Click that. I’m going to create one,
let’s do it about 2 inches wide. So I let go. And of course that time I was also holding
down SHIFT like I did before to create a perfectly horizontal straight line. Click
the selection tool and just drag this over, let’s do it about here. Now if I have created
an object that I want and I want to duplicate it multiple times, rather than having to do it
by hand each time I can just duplicate it, drag it down, and that works great.
The way I do that on a PC, if I hold ALT you can see my cursor changes to a
duplication symbol. I can drag this down and you can see there are all these handy
little guides to guide me along the way. I drag it down to my next guide and let go. I’ll
do it one more time, right down to there. Great. So now I’m going to turn off my frame
edges, my guides. I can take a look and that’s a functional postcard. There
you go. That’s the design portion of it and we’ll cover a few more details
later. But Becky’s got a little to add. Becky: Great, thank you for that Wes. And
you know, we’ve had a conversation going on the backend with one participant
highlighting that there is some concern about where the address needs to be
located on the back side of the postcard because the US Postal Service has
barcode scanners technology these days. So you may – I would always recommend
that you check on the US Postal Service’s guidelines before you do any design to
make sure that you are keeping areas blank that they need blank, that you are
putting the stamp in the area they need, that you are making sure that recipient
mailing addresses are appropriately located, because those change every couple of years.
I know it’s not a tough thing to Google the US Postal Service’s guidelines. So
just make sure you are double checking those kinds of things because they do change
regularly and we wouldn’t want to see you send out a postcard that gets redirected back to your
own office and not to the intended recipient. So with that, we have a few other questions. But
before we do that I would love it if you could share some of your tips – sorry.
One question I want you to answer while you are still showing your desktop.
How do you decide where to put the guides that you built into the template before you
start? Do you set a certain amount of space around the outside that is your
margin? And what are those standards? Are there best practices
on setting up the guides? Wes: That’s a really good question. In this
case I added these guides along the way. They look like it’s already been figured out, but
that was because I did a lot of trial and error in designing this postcard. And once I got
it to look the way it did I added the guides for the sake of you fine folks watching.
When you are actually designing something from scratch it is hard to know where those
are going to go. Let me show you one nice way to get a sense of where they might be useful.
I’m going to create a new document here and I’m just going to create a basic
letter so you can see something else. Under the Layout menu under – I’m trying to
remember it now – Ruler Guides. No, I’m sorry. That’s the wrong one. It’s Create
Guides. That might be a little fast. Let me do it one more time just so folks
can see. It’s Layout menu, Create Guides. I’ve got my preview box checked. I
can choose a number of rows and columns that are the exact same width
across with what they call a “gutter” which is basically the space
between your columns and your rows. If I choose any number of that, let’s say
I want 12 rows across. I change the next one and you can see those lines show up.
Let’s say I want to do 12 columns across. Now I’ve got a lot of guides. That may
be too many for you. You can scale back or add more as you need. It creates
a nice grid. And again, going back to the newspaper example which is always
great rules of thumb to follow for newspapers are good for any print media because they do
it daily and they know how everything works. It is always great have a grid to work from
first. If things take up let’s say 3 columns here and one column there, and this one takes
the full width, your eye may not notice that things are on a grid layout but your
brain will interpret it as a nice clean design, and something that’s more appealing
rather than some sort of chaotic spacing. So it’s always nice to have a grid to start with.
And along the way if you decide you need fewer or more you can always come back. I’ll accept
these changes. And I say that’s way too many. I just need 6 x 6. If I go back to
Layout, Create Guides and I choose Remove Existing Ruler Guides, now they
would disappear. I can choose 6 x 6, much cleaner design. I like this better. I
can work with this. So it’s always a good way to start when you’ve got a blind page,
to create some guides for lining things up with other objects on the page. Becky: Great. And before we have
you stop sharing your screen, can you show one more time where
people can select the colors and find the Adobe color themes that are
sort of pre-available that mesh well together so people can – if you don’t have your
specific colors for your organization or you’re not sure what would go nicely with
it you can often find those recommended pairings and groupings from within Adobe’s custom
color themes. And you can also customize them and save them for your
own organization’s needs. Wes: Definitely yes. And this is
something that I discovered recently, there are a lot of nice features and options within
a lot of Adobe products that as you begin to use them more will always discover something
new. Oh, I don’t have to do 6 steps to get that one thing done. There is a little
future for at that I might have missed. So in this case, if you move under the Window
menu, there is a color option that flies out. Adobe Color themes is the one I
mentioned at the top. If you choose that it brings you this palette. It comes to the Create
tab first where you can choose a lot of options. So if I know that I want the dominant color in
this to be red which is the one that is chosen by default, I can choose complementary colors,
analogous colors. I can show you a triad which will find other colors that are based
on them. This is all color theory stuff so I don’t want to get way too heavily into
it. But if you want shades of that color, so I want darker ones, I want later ones
but they are all red, that sort of thing, you can browse around. And of course you can
change the color that you are starting from too by just choosing from that color
slider, so if I want something lighter. I want something a little more blue
etc. The ones I chose for this were under the Explorer tab. I think my screen
might be hesitating to show you. There we go. So under the Explorer tab there are
a lot of these pallets, excuse me, swatches that are already chosen
that are complementary to one another. They’ve all got fancy names like Sandy
Stone, Beach Ocean Diver, Honey Pot. Under this drop-down you’ve got Most
Popular which is where I always start because I want to do what’s popular.
So from there found that Neutral Blue. I think I called that one Big Stone and
William and Tara and all these other colors, those are all from Neutral Blue which
I found through the Adobe color themes. And I believe that’s a feature that’s only
more recent within Adobe Creative Cloud. If you don’t have Creative Cloud and you are
working from one of the other Creative Suite versions, there are a lot of great sites online
that will do pretty much the same thing for you. They will provide you with palettes and even
include photos with a lot of those colors in them so you can see how it will all look together.
If you are looking for one of those beach themes you want to save – you’re
working as a conservation team and you want to save the beaches, you want to
have a Beach color theme, that sort of thing, you can always find those. And I will share
some of those resources in a little bit too, but I think we want to get
to some other questions here. Becky: Before we leave the color palette
Lisa asks, “How do you pick specific Pantone matching colors like the ones that you
may have from a printer for your logo or your organizational colors?” Maybe
you have 2 or 3 colors that you use, how do you match those? Because you can
save. You see that little tab that says “My Themes,” if you are using the same
set of colors for most of your collateral you can save it there so that you can
find it every time without having to look for it over again, or search for all of those
colors. But how do you go about matching? Wes: Really good question too. So I’m
going to close out of this color theme and I will show you something within color
itself. So for those of you who may not know, I’m going to explain a couple things about
how color works both in print and screen. If you already know this, my apologies
for going over something you already know. But for anything that appears on screen your
computer will measure those colors in 3 values, red, green, and blue. Those are RGB values. If
you choose from the color palette, this fly out, you can choose RGB. I can choose
the value of red, green, and blue that I want to appear in something.
For print, for anything that’s going to be actually physically you can hold
in your hand, it operates off of CMYK, so that is cyan, magenta, yellow, and
the K stands for black. Just go figure. It stands for key, but that’s kind of
the nerdy side. I won’t go into why. But you can choose that one here as well.
So there are your C, M, Y and K values. And the same is true for Lab. If you are
looking for luminous – I never use lab so I’m kind of blanking on what the other 2
stand for, but you’ve got options for your colors. One other nice thing you can do, if you come
up to your swatches, you mentioned Pantone. Under the swatches you have a fly out here.
You can load swatches. Now if you’ve got a – and I don’t have one Handy so I can’t
actually demonstrate this very well, but if you’ve got Pantone colors that are
preselected and saved into a color swatch file you can load those in. If that is something
that your printer has provided to you, here is our colors, pick from these. This is
where you would open that file and load them in and they would appear in this list underneath
the ones that are preselected for you to choose. Your Pantone colors would not appear
as a CMYK value. They would probably say Pantone 110, green, or however they have been
labeled, but that is the place to choose those. So hopefully that helps you there. Becky: Great, thank you so much for that
Wes. We are going to go ahead and stop sharing just show you some of the additional
resources. But before we do that can you show us what the postcard looks like again so
that people get the final view of it. Like I said, we will include the final version
of this as in InDesign file that you can go in and customize, moved things around change
the colors, do what you want with it so that you have the opportunity to make it your
own. And Wes has one thing to add about this. Wes: Sure, one other quick thing,
we were talking about printers. One great feature that Adobe InDesign has
built-in is the ability to package everything. So in this case we’ve got one InDesign file which
is this whole design. We’ve got the logo file that is a separate file. We’ve also got fonts
that are included that maybe your printer doesn’t have. So if you just send him or her
an InDesign file and they don’t have the fonts, they don’t have the images or the logo,
or whatever they are going to get something that is just a bunch of text that doesn’t
look anything near what you designed. So the way to send that over to them under
the File menu there is the Package feature. This will save a separate file that
includes everything. It will embed the fonts. It will specify the exact colors that you
have chosen and it will package up any files like images, or in this case the logo which
is a vector file, for the printer to use. They’ll get everything in one nice
tidy package, hence the name Package. So that is the place to do that. And
your printer may even request that, or they might make it easy on you and
say, just send us a PDF in which case everything is already packaged nicely too.
So depending on what their requirements are you may have to package it in which
case that is where you find that feature. Becky: Great. And with that in mind I’d
like to go ahead and have us stop sharing because Wes is going to share
some tips on working with printers. But we want to show this glossary.
We know we used some terminology today that may not be totally familiar to everybody,
especially if you are not a professional designer or printer yourself. These are some of the
terms that Wes used. We talked about the RGB and CMYK. Anything you want to
say about these specific terms that people should be aware of? Wes: Sure, yeah. So I mentioned RGB
colors. Again, that’s just for screens whether you are looking at your
monitor, your cell phone, that is the way you’re going to choose those colors. CMYK
of courses for anything that’s printed. In some cases the colors may have slight
variances. If you enter it as an RGB values when you need to change it to CMYK, you can
do that within InDesign from that same color palette. Just change from CMYK to RGB or vice
versa. But again, if you’re sending to a printer you want to make sure
all your colors are CMYK. One other quick pedantic note, type
face v. fonts, this may not come up but I like to spread the gospel of it
just because it’s a pet peeve of mine. Type face is the set of characters with
a common style. So if you think of Arial or Times New Roman that’s your type face. The
font is your type face plus anything like bold, 12 point, Italic, anything like that.
That’s just more for me to feel better that I’ve told other people about
that. Stroke, of course we covered that. That’s the border around any object. That’s the
terminology that you will find in graphic design especially within Adobe products. You will see
that in Photoshop, in Illustrator, InDesign, any of those. They all say
stroke when they mean border. So if that is what you are looking
for that is what it is called. We also covered at the top the concept of
a bleed. And again, that’s when an object goes beyond the frame. We created a
background color that just went to the frame of the page. If your printer needs it to go an
extra inch all around, you can create that bleed at the very beginning. When you’re creating your
document then just specify one inch all around. It will give you a little margin
space and you can drag to that. And of course, this one is familiar to anyone
who has ever painted, like painting your house. Matte v. gloss, matte of course is a flatter
finish when it comes to a printed document. Gloss is your shinier one. There are a lot
of other options in there like metallic, and a semi-gloss, and like all
these other options in between, but always consider that when you are
printing something. If you have something that is supposed to be bright, shiny, pop,
maybe a gloss is better. If it’s more subtle, depending on the content of it if it’s
something that has a little more gravity to it may be a matte is more the way to go. Becky: Great. And then the best practices that
we can share are really talking to your printer first, because learning about the
different card stocks available for printing things like postcards, if there are
guidelines on where you need to place stamps and things like that, your printer is
likely to be up to speed on all that. So you are working with them. They are your
friend on this project whatever it might be. If you are printing it in-house you don’t have
that luxury, but it is great to have somebody who is a professional printer that you
work with from time to time to help you answer those kinds of questions, show you
the card stocks, talk to you about templates. They might be able to provide you with
templates of sizes that you already need so you can just plop things in and you’ve
already got those guidelines set up for you. Wes is going to add to this as well. Wes: Yes, I think you just covered it
at the end there, but just to reiterate. Printers will often have a PDF ready for
you that you can just load into InDesign or any other design program that already
has their margins, excuse me, their bleeds and all that. So it’s always nice to contact
them first so they can give you whatever you need rather than have to
do it all over later. Becky: Great. That’s good advice. And I did
a quick search for postcard designs, USPS, and lots of InDesign templates popped up too,
so you can always go to Google, or go to Bing or whatever search engine is that you
are using and search for templates, because there are a lot of free ones.
There are also free templates built into some of the Adobe Creative Suite that you can
just take if you are building a flyer or postcard. You may be able to find free templates that
you can just open up that have those guidelines, have bleeds built-in, have cut lines,
things like that. So keep that in mind too. We are at the top of our webinar time
so I just want to quickly show these are some of the resources that Wes used to
gather free fonts. So the Vesper Libre font, the other one Open Sans – thank
you, I couldn’t remember the name. He found from Google Web Fonts. But here
are some other places to get color palettes, free images, things that you can
use in designing beautiful collateral for your own organization’s needs. I also
want to just point you again to the links that you will get in that PowerPoint for
Creative Cloud, individual memberships, for the general Adobe donation
program, and then some other resources about the Adobe Creative Cloud offer. We
did a webinar last month on a Crash Course showing the different elements
and pieces of Adobe Creative Cloud, and then some Adobe InDesign videos
from Adobe TV. They have tutorials on how to do a whole bunch
of things using InDesign. Lastly, we just want to mention again
the Celebrate Adobe Creative Cloud Contest that’s happening with us right now
through October where Adobe and TechSoup are partnered and you can win prizes
every month. We are selecting 3 prizes with a grand prize is $1000. Other prizes
include an Adobe Creative Cloud subscription and other Adobe products. You can enter
any collateral that you have created whether that is images that you have edited,
video files, whether it’s flat printed things like what you may have created in Illustrator
or InDesign. You can enter those just by sharing on the Facebook link there, using
the hashtag on Twitter or Instagram to link to your different submissions. We will
be welcoming people to vote on those as well. So watch for those links in the
follow-up email. If you could go ahead, those of you still on the line with us,
and chat in one thing that you learned today that you’re going to try to implement, we
would appreciate that, or that you have learned that you are going to work on on your
own. And like I said, we will do our best to get you some of these files to you
can customize them and change them, and we will make sure that they are
available to you for use with earlier versions of Adobe Creative Suite in addition
to the Creative Cloud version. We did have a couple of other questions
that came in asking – and Wes I don’t know if you can change the default values
under that text frame options box. I know that you can save a lot of custom
things that you use frequently, but I don’t know if that is an area you can customize. He
is shaking his head like he is not sure. So I think we will have to get back to you on
that one. We had a couple of different people that asked about that. Before you leave us today we’d like to invite
you to join us for our upcoming webinars. We have a whole space of opportunities
to join us. Next week we will be talking about Windows 10, so if you are thinking
about upgrading your organization whether you are a library or nonprofit,
join us to see some of the features in that and learn about the different upgrade
options from totally completely free upgrade to various paid and donated options available
to you. We will be talking about GivingTuesday and 10 tactical tips on September 3.
We will be Introducing QuickBooks Online which is coming soon to a TechSoup
mere you. You can also then learn about Managing Mobile devices and checking
them out if you are with a public library joining us. And we will be talking about
how to make your Grant Requests Sparkle. And then we will be talking about different
donated and discounted technologies from not only TechSoup, but organizations
like Independent Sector and Good 360. So join us for any of those. Thank you so much Wes and thank you to
all of the folks who helped on the backend, and thank you to our participants
mostly for joining us today. We are really glad to have you on.
And lastly, I’d like to thank ReadyTalk our webinar sponsor who provides the use
of this platform each week so we can present these webinars. You can learn about
their donation program with TechSoup at And can you please take a moment to complete
the postevent survey after this webinar closes out so that we can continue to
improve our webinar programs. Thank you so much everyone.
Have a terrific day. Bye-bye.

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