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Adding editorial notes and tracking changes in InDesign
The
Notes and Track Changes features in InDesign use the workflow user
names to identify the author of a note or a tracked change. Notes
and tracked changes are color-coded for each user as defined in
Notes preferences in InDesign or the User dialog box in InCopy (File >
User).
When track changes are turned on in InCopy and an InDesign user
edits managed content, those changes are tracked and recorded in
InDesign, but are visible only in InCopy.
Add editorial notesWhen you add editorial notes to managed content in InDesign,
these notes become available to others in the workflow. The notes
are primarily intended to be used with an InCopy workflow, but you
can take advantage of them in InDesign. For example, you can place
text in notes that you might want to put into a story later. In
InCopy, when you export to Adobe PDF, notes can be converted to
PDF comments.
Using the
Type tool, click where you want to place the note, and choose Notes >
New Note.
When editing in Story Editor, bookends appear. In
Layout view, the Notes panel appears.
Type your note between the note bookends, or type your note
in the Notes panel.
You can add as many notes as you want in any location. However,
you cannot create a note within another note.
Use Notes modeNotes
Mode is a convenient way to add, split, or delete notes, depending
on where the insertion point is located or what text is selected.
Do any of the following:
To create a new
note, place the insertion point in text.
To convert text to a note, select the text.
To split a note, place the insertion point inside a note.
To convert the note to text, select the note bookends (in
Galley view or Story view).
To move the insertion point out of a note, place the insertion
point at the beginning or end of the note.
Choose Notes > Notes Mode.
Manage notesA
note anchor  marks
the location of a note. The Notes panel displays the contents of
the note, along with specific information about the note.
To convert text to a note, select text and choose Notes >
Convert To Note. A new note is created. The selected text is removed
from the body of the story and pasted into the new note. The note
anchor or bookend is located where the text you selected was cut.
To convert a note to text, select the text in the Notes panel
that you want to add to the text of the document. Or, in Story Editor,
select the text in the inline note. Then choose Notes >
Convert To Text.
To split a note, place the insertion point in the note where
you want it to be split and choose Notes > Split Note.
To navigate among notes, click the insertion point in the
story and choose Notes > Previous Note or Notes >
Next Note.
Edit Notes preferencesPreferences settings let you set the color for
note anchors, bookends, and backgrounds when inline in the Story
Editor. You can also choose to display note info as a tool tip,
as well as choose whether to include note content in Find/Change
operations and spell checking in the Story Editor.
Choose Edit > Preferences > Notes
(Windows) or InDesign > Preferences > Notes
(Mac OS).
Select a color for note anchors and note bookends from the
Note Color menu. Select [User Color] to use the color specified
in the User dialog box. This is especially useful if more than one
person is working on the file.
Select Show Note Tool Tips to display note information and
some or all of the note content as a tool tip when the mouse pointer
hovers over a note anchor in Layout view or a note bookend in Story
Editor.
Specify whether you want to include inline note content when
using the Find/Change and Spell Check commands (in Story Editor
only).
Note: In Layout view, you cannot use the
Find/Change and Spell Check commands to search for the contents
of notes, regardless of the settings in the Preferences dialog box.
However, Change All does edit the contents of notes.
Select either [None] or [Note Color] (the color you chose
in step 2) to use for the background color of an inline note.
Click OK.
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PDF (adobe.com)
