Take a deep dive into proper techniques for viewing notes in various views such as Galley, Story, and Layout, and learn how to efficiently use the Notes Panel. The content provides instructional guidance for managing notes, which can be beneficial to those in careers that involve extensive digital content management.
Key Insights
- Notes can be expanded for viewing by clicking on the colored brackets that appear when they are collapsed.
- Similarly, clicking on the colored brackets around an expanded note will collapse it.
- Users have the ability to open or close all notes in a story under the Notes option, followed by Expand/Collapse Notes in Story.
- In Layout View, a marker will appear in the text to indicate where a note is located.
- The note can be viewed by mouse hovering over the top half of the marker and clicking when the cursor turns into a hand icon.
- The Notes Panel allows users to switch between notes using the Previous and Next Note buttons at the bottom of the panel.
This exercise is excerpted from past InCopy training materials and is compatible with InCopy updates through 2021. To learn current skills in Adobe Creative Cloud and graphic design, check out our graphic design classes in NYC and live online.
InCopy Workflow Setup
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Designer Sets Up
Designer creates the InDesign layout with named text frames.
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Export Assignments
File → Assignments → New — bundles frames for the editor.
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Editor Opens InCopy
Editor checks out content, writes within the layout's constraints.
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Check In Updates
Designer sees real-time text changes flow into the InDesign layout.
Viewing Notes
Viewing Notes: in Galley & Story Views
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If a note is collapsed as shown below, click on the colored brackets
to expand the note and see the text it contains.
To collapse a note, click on one of the colored brackets
To open or close all notes in a story, go to Notes > Expand/Collapse Notes in Story.
Viewing Notes: in Layout View
A marker
will appear in the text indicating the location of the note.
Mouse over the top half of the marker
, click to view the note.
Using the Notes Panel
- You can switch between notes using the Previous and Next Note buttons at the bottom of the panel.
