Getting Started with InDesign CS 6

A University of Michigan Library Instructional Technology Workshop

Table of Contents
Overview ........................................................................................................................ 2
Tools ............................................................................................................................................................... 2
Panels .............................................................................................................................................................. 2
Pages................................................................................................................................................................ 2
Setting Up Your Document ........................................................................................... 3
New Document Dialog Box ........................................................................................................................ 3
Changing Settings Later................................................................................................................................ 3
Working with Text .......................................................................................................... 4
Creating a New Text Frame......................................................................................................................... 4
Placing (Inserting) Existing Text................................................................................................................. 4
Threading Frames ......................................................................................................................................... 5
Typing Inside and Along the Edge of Shapes .......................................................................................... 5
Aligning the Text Around the Shape ..................................................................................................... 6
Formatting Text .............................................................................................................. 6
A Special Note About Fonts ....................................................................................................................... 6
Controlling your text with Styles................................................................................................................. 6
Adding Drop Caps to your Document ...................................................................................................... 7
Changing Color for Text and Graphics ....................................................................... 8
Changing the Stroke...................................................................................................................................... 8
Working with Graphics ................................................................................................. 9
Images ............................................................................................................................................................. 9
Shapes ............................................................................................................................................................. 9
Arranging Objects and Text ......................................................................................................................10
Aligning Objects ..........................................................................................................................................10
Adding Effects .............................................................................................................................................10
Embedding Images .....................................................................................................................................10
Wrapping Text Around a Graphic ............................................................................. 11
Working with the Master Page ................................................................................... 12
Inserting Page Numbers .............................................................................................................................12
Inserting Running Header/Footers ..........................................................................................................13
Overriding the Master ................................................................................................................................13
Multiple Masters ..........................................................................................................................................13
Printing Booklets .......................................................................................................... 14
Printing Your Document as a Booklet.....................................................................................................14

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 Getting Started with InDesign CS 6
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OVERVIEW
InDesign is a document layout program that has extensive typographic controls, page design
capabilities, and customization options. You can add, create, import, and arrange text and graphics
and then place them anywhere on the page. InDesign can be used for single page documents
(such as fliers) or multi-page documents (such as chapters or brochures). In addition, pages can
have single or multiple columns, and text can be threaded throughout a document (just like a
newspaper article that starts on one page and ends on a different page).

TOOLS
The InDesign Toolbox is shown to the right. To find out the name of a particular tool, hold your
mouse over the tool until the yellow tip pops up. If a tool has a small arrow in the lower right
corner, it has more than one option. Click and hold on the tool, slide over to the option you wish
to use, and release the mouse. If you’d like to know more about a particular tool, go to the Help
menu and choose InDesign Help…. The following is a list of commonly used tools:
• The Selection Tool ( ) allows you to select entire objects (including text boxes) to move
or resize.
• The Type Tool ( ) lets you create text frames and select text. The Type on a Path Tool
(grouped with the Type Tool) lets you create and edit text that takes the shape of a certain
shape you specify.
• The Fill Tool ( ) and the Stroke Tool ( ) are overlapped ( ) and perform similar
color-selecting options for different areas. Double-clicking on either will prompt the Color
Picker dialog box where you can modify the colors for either the fill or the stroke. The
Stroke Tool will modify the color of the outline of your object or text, while the Fill Tool
will modify the color within your outlines.

PANELS
Panels are a collection of settings for specific element
such as pages, stroke, color and so on. In the example at
the right, the Stroke Panel is selected, and in the popout
window, you can see Weight: (how thick is the line), Type:
(solid, dashed, etc.). There are panel groups based on the
workspace you are using, but you can always go to the
Window menu and choose to show any panel at any
time.

PAGES
To add, delete or duplicate pages, go to the Layout menu and then Pages. To view
different pages in your document use the Pages Panel or the navigation at the bottom
left of the screen (see image at right). If you do not see the Pages Panel, go to the
Window menu and select Pages. See page 12 for more information on working with
the Master page.

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SETTING UP YOUR DOCUMENT

By default, InDesign defaults to pica as the unit of measurement, something unfamiliar to most
people. Change this by going to the Edit menu, then Preferences, and then choose Units &
Increments (on the Mac, go to the InDesign menu, choose Preferences, and then Units &
Increments). In the Ruler Units section, change the Horizontal and Vertical pulldown menus to
inches (or centimeters).
If the splash screen shows when you open InDesign, you can choose Document in the New
column, or go to the File menu, choose New, and then select Document…

NEW DOCUMENT DIALOG BOX

When you create a new InDesign document, the New Document dialog box appears.
1. Select a standard page size from the Page Size: pulldown menu – the dimensions will
appear automatically in the dimensions boxes. Or, choose your own by typing in the
Width: and Height: boxes.
2. Set the Orientation: to Tall (Portrait) or Wide (Landscape).
3. Set Number of Pages: - you can always change this later.
4. If the Facing Pages box is checked, the labels are
changed in the Margins: section. The inside margin is
on the right side of even numbered pages and on the
left side of odd numbered pages. The Outside margins
are correspondingly reversed. When Facing Pages is
deselected, InDesign changes Inside and Outside to Left
and Right margins, respectively.
5. Choose the number of columns you want for your
document in the Columns: box (like everything else
here, you can change this later).
6. Click OK when you’ve finished setting up your document.

CHANGING SETTINGS LATER

If you change your mind about what settings you have applied, you can always modify them later.
• Deselect Facing Pages: go to the File menu and select Document Setup….
• Change number of columns: go to the Layout menu and selecting Margins and
Columns….
• Change margins: go to the Layout menu and selecting Margins and Columns….
When adjusting the margins, pay attention to whether the linked icon is selected. If it is
linked ( ), making a change for one of the margins will make the others change as well; if
it is not linked ( ), each margin will remain independent of each other.

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WORKING WITH TEXT

You can create text directly in InDesign or import it from an existing file. All text in Adobe
InDesign resides inside containers, called text frames. Text frames can be moved, resized, and
otherwise manipulated. Also, text frames can be connected (or threaded) to other text frames so
that if there is too much to fit into one frame, the text automatically flows into another frame
placed elsewhere on that page or another page. Text that flows through one or more threaded
frames is called a story.

CREATING A NEW TEXT FRAME

Select the Type Tool ( ) from the Toolbox. Click on your document where you want your text,
drag a box with your mouse, and begin typing in the box.
TIP: If you can’t read your text as you start typing, go to the View menu and
Zoom In, or change the font size (see the Formatting Text section on page 6).
• To move a text frame, select it by clicking on it once with the Selection
(Pointer) Tool ( ) (located in the Toolbox). Once it is selected, click and hold, then
move it to the new position and release the mouse button.
• To resize a text frame, select it by clicking once with the Pointer. Click on the “handles” on
the border of the text block and drag until you have the correct new size.
If you see a red plus sign in the lower right of your text box (see below), it means that there
is too much text (or the font is too big) to fit inside the text box. Make sure you’re on the
black Pointer tool and then click and hold on one of the corner handles and drag the box
until it is big enough to fit your text.

PLACING (INSERTING) EXISTING TEXT

Unlike most programs, InDesign doesn’t have an Insert menu. Even so, you can import text and
graphics by going to the File menu and using the Place command. You can place your text into
preset text frames, or you can create a new frame as you place the text.
1. Go to the File menu and select Place.
2. Navigate to your document and click Open. Your cursor turns into the Place icon ( ).
Click in your document where you’d like the text to be placed – the text box will fill the
spaces between the margins. Remember, you can always move and resize it.
a. If you want the text to automatically flow to the next column or page, hold down the
Shift key on the keyboard as you place your text and a slightly different icon will
appear ( ). Now pages will be automatically created as needed.
b. If you hold down the Alt key instead, you will still get the autoflow icon ( ), but it
will not automatically create new pages. As you click on your document, if there is

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more text, the icon will remain. Click again somewhere else to place the rest of the
text.
c. You can also designate the size of your text block by clicking and dragging a square
as you place the text.
Note that if you place text from Word, the Word styles will carry over and can be edited as
described in the Formatting Text section below.

THREADING FRAMES
In addition to having independent text frames, you can have text that flows between frames. Each
text frame has an in port (in the upper left of the text frame) and an out port (in the lower right of
the text frame).
1. Create the text frames with the Type Tool ( ) as described above. In Port Box
2. To thread frames together so the text flows between them, click once on the
out port of the first text frame, then click anywhere within the next frame
(you should see a chain icon appear as you roll your mouse over the box to
click it).
3. When you add text to the first frame, if it’s long enough, it will automatically Out Port Box
flow to the second frame. If you resize the first frame, the text in the second will adjust.

TYPING INSIDE AND ALONG THE EDGE OF SHAPES

In addition to rectangle text frames as described in the two previous sections above, you can also
create shapes to contain your text or format text to flow along the path of any shape. If you want
the text inside the shape, use the Rectangle Frame Tool ( ); if you want your text along the
edge of the shape, use the Rectangle Tool ( ) or the Pencil Tool ( ) to create a line for the
text to follow. Remember, you can click and hold on the tool to select an ellipse or polygon
instead.
1. Create a shape as described in the Shapes on page 9. (Be sure to use either the Frame Tool
for text inside the shape and the Rectangle Tool or the Pencil Tool for
text along the edge).
2. To type inside the shape, select the Text Tool, and begin typing inside
the shape. To fit the shape to the text, select the object with the Selection
(Pointer) Tool ( ) then go to the Object menu, Fitting, then Fit Frame to
Content.
3. To type along the edge of the shape, choose the Type on a Path Tool (
) from the Toolbox (click and hold the Type Tool until it displays and
then choose it) and then click once to create a full path (all the way
around the shape) or click and drag around the shape for a partial path.
Once the path is created, type the text.
Resize, move, change, and adjust the colors of the shape as describe in the Shapes section. Format
your text as described below. When you type on a path (around the shape or on a line), you can
only have one line of text unless you’ve threaded it to another path or text frame.

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ALIGNING THE TEXT AROUND THE SHAPE

Where you start and end your text path determines its position on the shape. So, in the example at
the right, even though the Paragraph Panel is set to center, the text is
not centered on the shape. You can reposition the path on the shape by
dragging either the start or end point.
You can also go to the Type menu, then Type on Path, the Options
to change the path from Rainbow to Stair Step, etc.

FORMATTING TEXT
Modifying your text is done in a similar fashion as in Word. Make sure you’re using the Text Tool,
highlight the text you want to change and go to the Type menu or Character Panel. To open the
panel, go to the Window menu, select Types & Tables and then Character.
Again, similar to Microsoft Word, especially for longer documents, you may want to create/edit
styles , rather than change individual pieces of text. Styles define the appearance of text elements
throughout your document and if you change a style, any element identified with that style will
then be changed in the document.
You can add effects to the text of a frame, such as a drop shadow, by going to the Objects menu
and selecting the desired effect. For more information about effects, see the Adding Effects section
on page 10. The effects work the same for text and graphics, based on what is selected.

A SPECIAL NOTE ABOUT FONTS

Note that with some fonts, you may not have as many formatting options as you would in Word.
For example, in InDesign, you may choose a font that you can’t make bold. You would need to
add that specific font (i.e., Comic Sans MS bold) to your system fonts.

CONTROLLING YOUR TEXT WITH STYLES

Depending on what you are trying to do, you may need both
character styles and paragraph styles. Some attributes such as bold,
italic, and font can be either at the character or paragraph level.
Other settings, such as tabs, alignment, etc. can only be done at
the paragraph level. Decide if you are trying to effect whole
paragraphs or just certain words, and make the appropriate style
choice. To create a paragraph style, for example,
1. Go to the Window menu, then Styles and then
Paragraph Styles.
2. In the Paragraph Styles Panel, click on the new style icon ( ) at the bottom of the panel.
3. Double-click the new style, and the Paragraph Style Options dialog box appears. Give the
style a name, (rather than just “Paragraph Style 1”) by typing in the Style Name: box.
4. Use the categories at the left of the dialog box to change tabs, justification, font, indents,
color and so on.
5. Click OK to exit the dialog box.

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Now that you’ve created the style, apply it to your text

by highlighting your text then clicking on the style.
Note that if you place text from Microsoft Word, the
Word styles will carry over and can be edited as
paragraph styles described above.
Use the same steps as above for character styles in the
Character Styles Panel and the Character Style Options
dialog box.

ADDING DROP CAPS TO YOUR DOCUMENT

You can start the first sentence of each of your paragraphs with a special
capital letter by creating a Drop Cap.
1. Select the letter and open the Paragraph Panel.
2. In the Drop Caps field ( ), you can select the number of
lines you would like your dropped cap to span. In this example,
the Drop Cap is set at 2 lines.

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CHANGING COLOR FOR TEXT AND GRAPHICS

You can change the color of text, shapes you make, and
the outline of pictures you place in your document.
When modifying color, you can change either the
stroke (the outline of an object or text) or the fill (the 1
area enclosed by the stroke). In circle 1 at the right, for
example, the fill is dark blue ( ) and the stroke ( ) is
teal. The icons for each overlap each other, and the icon 2
in front shows which is selected. The two-headed arrow
between the two will swap the colors, so in circle 2 the fill is now green and the stroke is now
yellow. The same principle applies to text as well.
To change colors on an object or text,
1. Select the object or highlight the text.
2. Click the Color Panel Group to open the Color Panel.
3. Double-click on the Fill icon in the Color Panel (or
Stroke icon, as appropriate).
4. In the dialog box that appears, use thin color bar to
select the hue, and then click on a specific color in the
large color box.
5. Once you have the color you want, click OK.
You can change the stroke color of a placed image, but not the fill. You can also change the
stroke thickness of the placed image as described below.

CHANGING THE STROKE

You can change the thickness of the stroke (outline
around the text box or object) as well as change the
type.
• Change the thickness in Weight: field.
• Change the line style in the Type: field.
• Change the style of the beginning or end in
with Start: or End: fields.

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WORKING WITH GRAPHICS

IMAGES
To add an image to an InDesign document, you must Place it, just like we placed text.
1. Make sure the Selection Tool is selected and go to the File menu and select Place (if you
have the Text Tool selected, the image will get placed as part of the text instead of
independently).
2. Navigate to the location of your image file.
3. Click OK and the cursor will turn into the Place icon. Click in your document where you’d
like the graphic to be placed.
To move an image, use the Selection Tool to click and drag it to its new location.
To hide part of the image, drag the “handles” with the Selection Tool.
To fit a graphic in a specific frame, go to the Object menu and then select Fitting. Choose the
appropriate option for your needs.
To resize the entire image by scale, select the image, then go
to the Object menu, select Transform, and finally select
Scale. Here, you have the choice to adjust the image on a
uniform or non-uniform scale. If the Link icon (circled at
right) is on, the image will scale proportionately. If it is
unselected, then you can change either the X or the Y without
affecting the other. You can also use the Scale Tool ( ) in
the Toolbox.

SHAPES
In addition to placing image files, you can also create shapes. Once you create the shape, you can
change the fill color, resize it and so on.
1. Create a shape by choosing the Rectangle Tool ( ) – click and hold to select the Ellipse
or Polygon Tool instead.
2. Click and hold on your document to create the shape.
3. If you want a different shape, go to the Object menu, then Convert Shape,
then whichever chose you’d like.
4. To change the look of the shape – for example, to extend one leg of a triangle –
choose the Direct Select Tool (the white pointer) and then click and drag one of
the “handles”.
To move an image, use the Selection Tool to click and drag it to its new location.
To resize the shape, drag the “handles” with the Selection Tool – hold down the Shift key to keep
it proportionate.
To create lines, use either the Line Tool ( ) or the Pencil Tool ( ). The Pencil Tool allows
you to freehand, while the Line Tool is only straight.

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ARRANGING OBJECTS AND TEXT

As you add graphics and text to your document, they may start to overlap.
1. Select the object/text box, and then go to the Object menu and choose Arrange.
2. Choose the appropriate option (in the case at right, the arrow was selected, and then
we chose Send to Back).

ALIGNING OBJECTS
1. Select the object/text box, hold down the Shift key, and then select the other object(s).
2. In the Options Palette (at the top, below the menus), choose the icon
that represents the alignment you desire. If you want both
vertical and horizontal alignment, you must first do one,
then the other.
3. If the objects don’t do what you expect, verify what they are
set to align to (see picture at right).

ADDING EFFECTS
Just like Photoshop, you can add a feather, a drop shadow, or
other effects to any object, including text boxes.
1. Select the object/text, then go to the Objects menu,
select Effects, and then choose and effect such as
Bevel and Emboss or Drop Shadow.
2. Check the Preview box in the lower left corner so you
can see what your change will look like.
3. Choose what you’d like to apply the effect to in the
Settings for: pulldown menu – if you choose Object, it
will apply the effect to both the object and the text inside if you have any.
4. Make your changes then click OK.
While you are in the dialog box, you can add more than one effect. If you check the checkbox,
you will get the default settings; if you click directly on the words (for example, on the words Drop
Shadow), then the right side of the dialog box will change to that effect and
you can customize the exact effect.

EMBEDDING IMAGES
When InDesign places images into a document it links to the location of the file
on the computer, it doesn’t embed it. This means that if you don’t take the
image(s) with you, they may not display correctly on a different computer. To
embed the images in the InDesign file,
1. Click on the Links Panel to display all the links in the document.
2. Right-click on the image in the list and choose Embed Link.
3. A new icon will display next to the file name in the Links Panel.
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WRAPPING TEXT AROUND A GRAPHIC

Similar to Microsoft Word, InDesign allows you to wrap text around a graphic, or have the text
over/under the graphic.
1. Make sure the object is selected. If you can’t seem to select it, it could be because your text
is on top of it and the graphic is behind your text. Click once
on the text block, go to the Object menu, then to Arrange,
and select Send to Back. This will send the selected element
(in this case, the text block) to the back, so you can now select
the graphic.
2. Go to the Window menu and select Text Wrap. You can
choose different options for wrapping in the dialog box that
appears. (Note: The following descriptions are part of Adobe
InDesign’s online help.) With your image selected, choose
one of the following options:
a. Jump Object ( ) keeps text from appearing in any
available space to the right or left of the frame (text will
only appear above and below the image).
b. Jump to Next Column ( ) forces the surrounding paragraph to the top of the
next text column or text frame. (Note: You may have to specify threading for this to
work. See the Threading Frames section of this handout on page 5).
c. Wrap Around Bounding Box ( ) creates a rectangular wrap whose width and
height are determined by the box surrounding the selected object.
d. Wrap Around Object Shape ( ) also known as contour wrapping, creates a text
wrap boundary that is the same shape as the frame you have selected (plus or minus
any offset distances you specify).
If you’d like the text to wrap to the edge of the content, choose Detect Edges from
the Contour Options Type pulldown. Once you see little dots around the edge of
the content (middle picture below), click on the Selection Tool in the Toolbox and
click once again on the image. Then go to the Object menu, select Arrange…, then
Send to Back (last picture below).

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WORKING WITH THE MASTER PAGE

A master page is a nonprinting page that you can use as the template for the rest of the pages in
your document. Master pages can contain text and graphic elements that will appear on all pages
of a publication (i.e. headers, footers, page numbers, etc.) By default, every InDesign document
you create contains two masters, one for pages on the left and one for those on the right. If
you’re working with a single page document, you don’t need to worry about master pages.
However, if you’re creating a multi-page document such as a newsletter, book, or catalog, master
pages are one of InDesign’s most powerful features.
To view the default InDesign Master Page:
1. Make sure the Pages Panel is showing by going to the Window menu, then clicking
Pages.
2. Double-click on A-Master in the Pages Panel to display the
Master Page. Remember, there is a left and a right page to
the master, so be sure you are on the page you want to be.

Alternatively, you can use the navigation tool at the bottom left of the screen to choose the A-
Master page.
You are now able to make global edits to your document by inserting text boxes and graphics the
same way you would on the normal pages. You can also add columns that will affect all pages
related to the master.

INSERTING PAGE NUMBERS

A very common use of the master is to add page numbers. To insert a page number place holder
on the master:
1. Draw the text box where you would like the page number to appear on each page.
2. Go to the Type menu, choose Insert Special Character, then Markers, then Current
Page Number.
3. You’ll notice on the master the letter “A” has appeared in the text box. This is just a text
placeholder to show that page numbers will appear on each page.
You may want adjust the margins so that your page number placeholder is below the space where
the text will flow on the pages.

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INSERTING RUNNING HEADER/FOOTERS

In addition to page numbers, you may want to add a Running Header or Footer that automatically
pulls from styles you’ve used in the document (for example, Heading 1 for chapter titles).
1. Draw the text box where you would like the header to appear on
each page.
2. Go to the Type menu, choose Text Variables, Insert Variable,
and then Running Header.
3. Go back to the Type menu, Text Variables, Define, and then
click the Edit button.
4. In the Edit Text Variable dialog box, choose Heading 1 from the
Style pulldown menu, then click OK.
5. If you now go to any of your pages, you’ll see the appropriate
Heading 1 at the top of each page.

OVERRIDING THE MASTER

On occasion, you may need to change something about the master just on one
page – for example, you don’t want the page number to display on the first
page of a chapter. You can do this without creating a whole new master, but
rather just override the one you are currently using.
1. In the Pages Panel right-click on the page icon for the page you want
to change.
2. From the options, choose Override All Master Page Items.
3. You can now click on any element on the page and change or delete it.

MULTIPLE MASTERS
You can create as many masters as you want or need – for example, you want a
colored box down the left margin of just some pages; you could create a master
that has this look, and then apply it to only the pages that need it.
1. To add a new master, go to the Pages Panel, click on the far right arrow
with three lines (circled at right) and choose New Master….
2. In the subsequent dialog box, give it a name if you want and then click
OK.
3. Select the appropriate master to change by double-clicking it, and then
edit it as you wish.
4. To apply it to a page, drag the master icon onto the page icon in the
Pages Panel, or right-click on the page icon and choose Apply Master
to Pages and choose the correct master for the page.

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 Getting Started with InDesign CS 6
A University of Michigan Library Instructional Technology Workshop

PRINTING BOOKLETS
InDesign allows you to set up your document to print in several book-like formats or printer
spreads. Printer spreads are used in professional printing and refer to the layout of pages where
two or more pages are printed on the same sheet of paper. For example, in a normal 10-page
document each page 1 through 10 would appear sequentially on separate sheets. However, if you
were to create a printer spread, page one would print on the same sheet as page ten, page two on
the same sheet as page 9, etc. As a result, once the pages are collated and folded, they end up in
the appropriate order. Keep in mind that you need to set your document up correctly for
this to work. For example, two 8.5x11 pages with two columns each is NOT the same as four
4.25x5.5 pages. For the saddle stitch booklet printing to work, you would need the second
option.

PRINTING YOUR DOCUMENT AS A BOOKLET

To change the layout of your document to a printer spread:
1. Go to the File menu and select Print Booklet…. The Print Booklet dialog box appears.
2. To change the layout of your entire document to printer spread, select All next to Pages:.
If you would only like to change the layout of part of your document, select Range. (Note:
You should separate consecutive page numbers with a hyphen and nonconsecutive page
numbers with a comma, (ex: 1-3, 6, 9)).
3. The process of creating a printer spread in a document with a normal layout is called
imposition. InDesign provides 3 types of imposition:
a. 2-up Saddle Stitch: Creates a 2 page, side by side printer spread.
b. 2-up Perfect Bound: Creates a 2 page, side by side printer spread that specifies the
signature size. Signatures in printing refer to the sections of a book that are made
from the same sheet of paper. Signatures are usually grouped in multiples of four.
c. Consecutive: Creates a 2, 3, or 4 page foldout booklet or brochure.
Choose the appropriate type of imposition for your document under the Booklet Type:
pulldown menu.
4. Adjust margins as needed, and click the Print
Settings button to change any other print
options that you would like to apply to your
document.
5. Select the Summary category on the left side if
you would like to see a list of the options you
have applied.
You can also preview the layout of your imposed
document.
6. Select the Preview category.
7. Verify that the layout setting will work for
your document.
8. Click Print.
Need help? Visit the Faculty Exploratory or Knowledge Navigation Center on the 2nd floor of the Graduate Library.
[email protected] | http://guides.lib.umich.edu | [email protected]
rev: 4/2/13
14 of 14