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InCopy and InDesign
Last updated 6/15/2014
Accidentally updating your work
In most cases, the update commands are disabled for content you have checked out, because that content would always
be up to date. However, an undesirable situation can occur if a different user deletes the lock on checked-out content
(by dragging the lock file [.idlk] to the Recycle Bin [Windows] or Trash [Mac OS]), and modifies the content. In this
case, the update commands can become enabled even while the content is checked out to you, essentially allowing two
people to edit the content at the same time. Updating the content results in lost work. For best results, do not delete the
lock files.
Update the InDesign layout
InDesign users can modify the layout (for example, change the size or location of the text frames of a story) and save
the changes while InCopy users are modifying the text of these text frames. In a shared server workflow, the way InCopy
users are notified about layout changes depends on whether they have opened an assignment file or have checked out
individual content files and also opened the linked InDesign file.
Consider the following:
If an InDesign user changes the layout of frames in an assignment, the user must update the assignment to make the
design changes available to InCopy users. InDesign does not automatically update assignment files when the
document is saved.
Once the InDesign user updates the assignment stored on a shared server, the Out Of Date icon appears next to
the assignment in the InCopy Assignments panel. The InCopy user must update the design to see the current layout.
If an InDesign user changes the layout of exported content that is not part of an assignment, the Out Of Date icon
appears next to the InDesign document name in the Assignments panel, and the document title bar indicates the
layout is out-of-date. InCopy users can update the currently active InDesign document with the latest layout and
style changes.
Updating the layout in InCopy is useful for copyfitting tasks, because the latest appearance and line breaks are visible
in Layout and Galley views.
Do one of the following:
If you have an assignment file open and the Assignments panel shows the Out Of Date icon next to the
assignment name, click the Update Design button , or choose File > Update Design. You cannot undo this
command.
If you are not working with assignment files and you have more than one InDesign document open, select the
one you want to make active, and choose File > Update Design.
Check in content
When you check in a managed content file, you save it to a shared location on a file system where it can be checked out
by others for editing or other changes. Exporting a text or graphics frame from InDesign also checks it in automatically.
Although a checked-in file is available for editing, it is not actually editable until it is checked out (unless you edit the
content in stand-alone mode in InCopy). Checking in content relinquishes editing control, but does not close the file.
The content remains open on your screen, but in a read-only state.
The LiveEdit Workflow plug-ins do not create multiple file versions. Instead, files are overwritten when updated in
either InCopy or InDesign.
If you are working on an assignment package, return or forward the assignment package after checking it in.
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