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Getting Started: 5 Key Skills You Need in Adobe InDesign

This guide is aimed at those starting out with Adobe InDesign. It covers 5 key aspects in detail for absolute beginners. For architecture students, it can be a great way to organise your portfolio or design projects. It can even help with layout for essays and reports. InDesign is a key part of the process for creating great portfolio pages.

But first, what is InDesign?

Adobe InDesign is a document publishing tool, part of the Adobe Suite, it lets you create documents that you can publish online as well as set up for printing. What sets it apart from software’s such as Illustrator or Photoshop is that its sole purpose is for composition.

We’re going to learn about the basic features of Adobe InDesign and some key tips that will help you in the long run creating any kind of document. Organisation is key, as we’ve said in many of our other articles. Architecture is a type of subject where you need to manage your time carefully and sensibly. Saving time can make a lot of the difference.

You might have already heard about the culture that is staying up all night to complete your work or finish those drawings, edit that render. Software like Adobe InDesign are made to help up for these tasks and actually better our work. It’s all well and good having great work but the quality of your work can depend on its presentation. After all, designers are visual thinkers.

Composition, page layout and other small things like text or colours might seem like an afterthought and rightfully won’t be a priority on your list. But setting up habits early on can definitely help you later on in life with any kind of task. This article isn’t a full guide, there are plenty of those out there that we think are great. This article is just showing you the absolute key and important tools that we think students will benefit from. It’s a step in the right direction to get you going.

  1. Document Set Up
  2. Master Pages
  3. Swatches and Themes
  4. Images
  5. Text Options

Document Set Up

When you first open Adobe InDesign, the first thing you need to do is create a new document and although it can be easy to click ‘Create’ without giving a thought to your document properties, this is really where the tutorial begins.

In this example, we’re going to create a small portfolio of around 10 A4 Pages that are portrait. Make sure to name your document as well.

creating_a_document.AdobeInDesign
creating a document

We’ve turned facing pages on for this instance. It basically lets you see the document as if it were a book. This will come handy later on for double-spread pages and threading texts across one or more pages.

Don’t worry at this point if you feel like you might not stick to these options because you can always add pages or edit these parameters.

To do this you can go to File > Document Set Up (Ctrl + Alt + P).

For printing purposes, usually a 3mm bleed is necessary. You can also choose to have this in your document and make sure your artwork goes beyond these dimensions to avoid white borders.

Master Pages

Master pages. Probably haven’t heard that since using Microsoft PowerPoint? But we’re sure you must have some idea of what a master page does. If not, then to cut it short, a master page is sort of a live template for your document.

Usually you can use the master page for formatting and adding template boxes or to mark out specific areas of a page where you want a certain text, image or colour to be.

This page doesn’t count as a final page in your document and therefore doesn’t interfere with publishing and printing. You can essentially create your own headers, footers and other standard details on these pages that will update accordingly in your InDesign document.

Adobe has its own tutorial on using master pages: https://helpx.adobe.com/uk/indesign/using/master-pages.html

But I bet you prefer our short version. To get started, in your right toolbar click on the Pages panel. If you can’t see this yet, go to Window > Pages (F12) to show the panel. At the top you can see the options for ‘None’ and ‘A-Master’. Double click on ‘A-Master’.

master_pages.AdobeInDesign
master pages

Now we can add our features. Let’s start off by adding page numbers. Using the Type Tool (T) click and drag to create a textbox.

adding_page_numbers.AdobeInDesign5Skills
adding page numbers

Now, whilst inside the text box, Right-Click and select Insert Special Characters > Markers > Current Page Number.

This will automatically add the letter ‘A’ to the page. You can edit this to add any text before or after the A such as ‘page A’ or ‘0A’.

A_page_master.AdobeInDesign5Skills
page numbering

Now we can copy this to the other page by using Ctrl + C > Ctrl + V and position it in the same way.

page_master.AdobeInDesign5Skills
page numbers

If we go back to our document pages by Double-Clicking on the first page, we can see the outcome of our master pages.

page_numbers.AdobeInDesign5Skills
automatic page numbering

Now, we want to add a specific frame for our logo, but perhaps we don’t want this on every page. Go back to the master page. On the right page, in the upper-left-hand corner use the Rectangle Frame Tool (F) to draw a box where we want the logo to go.

adding_frame_box.AdobeInDesign5Skills
adding a frame box

Earlier, the text box was only specific for text details whereas the frame tool allows you to create an area for text, images etc.

By Single-Clicking you can also set the dimensions of said box.

Now we are going to place our logo, or any image by going to File > Place. We can then adjust this to fit the frame box. To learn more about images in Adobe InDesign, read ahead in our Images section.

adding_images_frame.AdobeInDesign5Skills
add in your image

If the image is blurry, you can Right-click > Display Performance > High Quality to get it back to a high quality. InDesign does this so that pages don’t take a long time to load and it doesn’t make InDesign slower.

But we don’t want this to appear on the 5th page for example. To not apply it to that particular page, drag the ‘None’ page onto the 5th page. Then Double-Click to see the difference.

none_feature.AdobeInDesign5Skills
exclude a page

There are many more options and features of the master pages that we will break down in a future post.

Images

Images should ideally be edited in whichever way needed before bringing it into InDesign. As it is not a photo-editing software, it is harder to apply any effects to photos in this software. These can be imported as their .psd and .ai files respectively so that it can update as changes are made.

To add an image to the document, go to File > Place and select your image. Here I’ve placed one and turned on the High-Quality display performance.

place_image.AdobeInDesign5Skills
placing an image

But my image is too big and if I try to use the anchor points it seems to crop the image. To affect the size of the image directly you will need to Double-Click on the image so that it shows the brown outline.

Now holding the Shift key and dragging, we can change the size. Then, Double-Click the corner points of the blue box to adjust this as well.

size_image.AdobeInDesign5Skills
changing the size of an image

Another way to do this is to use the Scale features in the top toolbar. This adjusts the size by percentage and is really the quickest way of making an image smaller or bigger. Make sure the Constrain Proportions lock is ON.

scaling_images.AdobeInDesign5Skills
using the scale tool

Those are the basic features of adding an image in Adobe InDesign.

Swatches

Swatches can be an overlooked feature of the Adobe Suite overall. We used this in Illustrator and Photoshop (check out our articles HERE). Swatches let you keep a record of the colours you use within your document.

This can be extremely vital when creating long documents that have a colour scheme or theme. It helps manage the number of colours you use so that your document doesn’t look unorganised and so you don’t end up with different versions and shades of the ‘same’ colour.

For example, for an architecture portfolio or design project, we suggest keeping the colour scheme minimal, yet unique to you. Having too much colour can distract from the actual work and drawings, and eventually gets hard to keep up with.

On the other hand, keeping it too minimal may come across as boring and plain. With a palette of colours, you can use it in different scenarios. Adding a key or legend to diagrams, having subheadings or even using them in your final images to pull it all together.

Creating a swatch isn’t hard and you can do this from scratch or download a swatch online. We like to use Adobe Colour: https://color.adobe.com/explore.

Perhaps 4 or 5 colours might be too much for an architectural project, so we recommend sticking to 3. Black should be your main text colour; another colour can be your accent colour and a neutral tone for other diagrams or shapes. This makes everything look much more cohesive and can actually help to understand the whole project as one.

For this example, we’re going to show you how to add colours to swatches and turn it into a group. First open the Swatches Panel by going to Window > Swatches.

swatches_panel.AdobeInDesign5Skills
swatches panel

Next, we’re going to create a shape with a teal colour. At the bottom of the Swatches panel, click on the New Swatch button to add it as a swatch.

new_swatch.AdobeInDesign5Skills
new swatch please

Add another shape of a different colour. Now click on one swatch and hold the Shift key and click on the other swatch. Now, both should be selected.

swatches_added.AdobeInDesign5Skills
swatches added

Next, click on New Colour Group, the icon next to New Swatch. Now we’ve made a specialist group for our swatches. You can have as many swatches as you want in your document.

swatches_group.AdobeInDesign5Skills
swatches group

Text Options

Typography is essential for graphic design of any sort. You could say it’s a key pillar. Text is something you can explore better in Adobe InDesign compared to Adobe Illustrator or Photoshop. The following are small tips and tricks that can make designing easier.

Text threading is when you have multiple text boxes and you want your large text to carry on to the next text box. It can be a long process to edit your text or repeatedly copy and paste chunks into their own text boxes, so this method allows for easier editing.

Let’s say you have text you are going to copy in from your text document. First, create a text box the rough dimensions you want on one page.

Go to the Type Tool (T) on the left toolbar and Click and Drag to create a text box. Then, select the text box using the Selection Tool (V) and Copy (Ctrl + C) > Paste (Ctrl + V) and move the second text box to the other page.

adding_text_boxes.AdobeInDesign5Skills
adding text boxes

To position the text boxes evenly, make sure Smart Guides are turned on. You can do this by going to View > Grids and Guides > Smart Guides (Ctrl + U).

Now, Double-Click inside your first text box and Paste (Ctrl + V) your text in. We’ve pasted in some filler text. As you can see, at the bottom of the text box, there is a Red Plus Icon. This means the text does not fit inside the text box.

paste_Text.AdobeInDesign5Skills
overflowing text

To carry on the text to the other text box, use the Direct Selection Tool (V) and click on the Red Plus Icon. This gives you a short preview of your text. Then, click inside your other text box.

threading_text_boxes.AdobeInDesign5Skills
threading a text

There isn’t much text carried forward so increase the font size to 14pt. You can select all the text by Clicking and Dragging over both text boxes.

adjusting_text_boxes.AdobeInDesign5Skills
adjust the text box however you wish

Now, if we change the size of either text box it will adjust the text accordingly.

Another annoying feature of Adobe InDesign can be the auto-hyphenate. To turn this off, go to Window > Type and Tools > Paragraph (Ctrl + Alt + T). This opens the Paragraph panel. Then, select all your text using the Direct Selection Tool (V) and uncheck the Hyphenate box.

hyphenate_off.AdobeInDesign5Skills
un-hyphenated text

To export your document, go to File > Export and select the file type you want to export as.

Of course, there are plenty of other tools to learn in Adobe InDesign, but with these basics, you can get started on creating stunning documents. There are many more things you can do with Adobe InDesign. You have to see it as an organisational tool that will help you in the long run. You don’t just need to create a portfolio in InDesign, it can also apply for small or big projects.

The other alternative would be to compile all your pages in Illustrator or Photoshop, which is fine but can make things seem a bit disjointed. A benefit of creating your projects in Adobe InDesign is that it makes the exporting process quite flexible.

The next article of this series is going to be focused on Adobe Photoshop. Probably one of the well-known ones out of the suite, we’re going to show you the basic tools you might need and suggest some uses of the program that may not be so obvious.

As usual, we’ve linked below some resources we often go back to when using InDesign.

https://forums.adobe.com/community/indesign

https://color.adobe.com/explore

And check out our other Getting Started articles HERE. We’re going to be expanding this series soon to include 3D modelling software such as 3DS Max, Rhino and Sketchup. Let us know below which programs you might want to learn and tell us if there is anything specific you don’t understand in any of these programs.

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