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InDesign Templates

Overview

Custom templates help organizations improve their document creation efficiency through the use of OpenAsset. Some benefits of integrating InDesign templates with OpenAsset are:             

                                

  1. Re-sized images and project information sourced directly from OpenAsset into an InDesign doc
  2. Maintain control of your approved, branded documents and ensure everyone's using the latest templates
  3. Quickly react to re-branding projects by just updating the core template
  4. Allow more people to create documents, while designers can make any final changes they want

How InDesign Templates work

  1. Project-based InDesign templates are launched from your Projects list.
  2. From the Projects list, select the check box next to one or multiple projects in the list, then click the InDesign button in the top ribbon. 
    Screenshot 2019-03-07 at 14.14.52.png
  3. Templates include two types of data from OpenAsset
    1. Images Images are pre-selected using the image "Rank" on the file info page.
      Screen Shot 2018-07-27 at 10.47.56.jpgFor example, a template with 2 image boxes will pull images with the rank "1" and "2" into the template. 

      InDesign_template_ranks.png
    2. Text - The project name, client, city, country, description, market segment, etc. can all be stored in fields or keywords in OpenAsset.
      Screenshot 2019-03-07 at 14.14.38.jpg
      This text can be populated into your InDesign template. This data can be manually entered in OpenAsset or automatically pulled from Deltek Vision using the OpenAsset-Deltek Vision Connector. To learn more about editing project information click here.

Screenshot 2019-03-07 at 14.13.13.jpg

Template Requirements

To ensure that we successfully meet your template requirements, we need you to help us out. You are responsible for providing us with: 

  1. The InDesign template on Master Pages. Here is more info from Adobe on Master Pages.
  2. The final Master Template should be built in Adobe InDesign CC and must include:
    1. Text and paragraph styles
    2. All desired text fonts 
  3. A PDF version of the final master template. 
  4. Written documentation (see sample doc) indicating:
    1. spacing requirements
    2. text box placements
    3. image rules
    4. built-in logic 
  5. Instructions for choosing images: 
    1. Is rank being used to pull images to a specific box in InDesign?
    2. Or do you want to use file keywords to indicate which images should be used? (Note: this can be common if you are already using Rank for other purposes in the library)
    3. Keep in mind that one image box may be portrait, while others may be landscape. 
  6. OpenAsset field -> template text mappings. (i.e. description, size, cost, etc). 
  7. Instructions on how to handle text that runs long. 
    1. Should we cut the text off or should it run over to the next page? 
  8. Do you have bullet point formatting in your template? If so,
    1. How do we determine the line break for the bullet points?
    2. For example: A field in OA contains Name, address, title. The commas could signify a new line within the template.
  9. Example projects to be used for testing.
    1. This example project should have all fields/keywords populated that are required in the template. 
    2. Fields must exist to be included.
    3. Contact your Account Manager to create additional fields. 
  10. A file name to be used for the template on your system. For example, "Project Cut Sheet".
  11. If your company does not use the latest version of Adobe InDesign CC, please provide a list InDesign versions being used.

 

Template Updates

Our template service includes the ability to make updates to your InDesign template. When requesting an update, please provide:

  1. "Before" screenshots of the current template and "after" examples of what you want the updated template to look like
  2. Written documentation detailing all changes to be made
  3. An updated Master Page template (as listed in the Template Requirements section), if the Customer Success Manager finds it necessary
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