Formatting Text
You can make text bold or italic by selecting the Bold or Italic font style in the Character palette, but InCopy and InDesign offer a much more complete set of formatting options. These text formatting options are found in the Character, Paragraph, and Story palettes, which are all listed in the Type menu. We give you a brief overview of the options in InCopy, but we want to enforce the idea that any text formatting and styling guidelines should be a joint decision between the writers and editors using InCopy and the designers and production staff using InDesign. Text formatting standards in a publishing workflow are typically determined by the design staff using InDesign, so our explanation of the formatting options will be relatively brief. If the InDesign user you work with needs more information about formatting text, check out Real World Adobe InDesign CS2 by Olav Martin Kvern and David Blatner (Peachpit Press, 2006).
Introducing the Character Palette
Lets start with the building blocks of writing by opening the Character palette (Figure 3.8). Choose Customize in the palette menu and make sure all four options are enabled. This way you can be certain all the possible options are available and your screen will look like the figures in this book. The Character palette can affect any range of selected text, all the way down to a single character. You can select and format text in any of the three view modes (Galley, Story, or Layout), but it usually makes sense to apply formatting in Layout view so you can see a real-time preview of all the changes youre making.When you select a font in the Character palette or the Type menu, youll see sample text that shows exactly how the font will be rendered in the layout. This makes it much easier to choose fonts because it eliminates much of the guesswork. Youll also notice a small icon next to each font, indicating whether the font is PostScript



Figure 3.8. Select text and apply any of these character formatting options.

Figure 3.9. Several advanced character formatting options, including OpenType features, are included in the palette menu.
[View full size image]

Introducing the Swatches Palette
To change the color of selected text, open the Chapter 8 for a complete discussion of the decision-making process and the implications for the rest of the InCopy/InDesign workflow. Even if the writers and editors using InCopy have the freedom to apply colors to text, its probably best to do that by using character and paragraph styles, which are discussed later in this chapter.
Figure 3.10. You can apply color to selected text with the Swatches palette, but you should stick to using character styles and paragraph styles whenever possible.

Figure 3.11. Mix and name new process swatches in the New Color Swatch dialog box.

Tip
Spot and gradient swatches cannot be created with InCopy, but they can be used if the original InDesign document includes them.You can create color swatches using the Lab or RGB color modes, but stick with CMYK unless you receive specific instructions otherwise. Use the color sliders or the ink percentage fields to mix the colors until you get the combination you need. By default, InCopy uses the same CMYK mix values as the swatch name, but you can uncheck the "Name with Color Value" option and give the swatch a custom name, such as "Headers" or "Captions." When youre done mixing and naming your new swatch, click OK, and the swatch is added to the bottom of the Swatches palette. If you have several new swatches to create, click the Add button after mixing each swatch and then click OK when youre done mixing all the new swatches you need.Tip
You can drag and drop swatches in the Swatches palette to rearrange them according to your preference.In addition to creating process swatches, you can also create tint swatches which are a shade of an existing swatch. To create a tint swatch, select an existing swatch ([None] and [Paper] wont work) and choose New Tint Swatch from the palette menu. The New Tint Swatch dialog opens, and the only editable field is the tint slider at the bottom (Figure 3.12). Choose a shade of the original swatch and click OK. Now the original swatch and the tint swatch are tied together. For example, if the tint swatch is set to 50% and you change the original swatch from brown to red, the tint swatch will change from tan to pink.Figure 3.12. Tint swatches remember their relationship to the original swatch.


Figure 3.13. If you delete a used swatch, InCopy helps you remap that color to another swatch.

Tip
To customize the display of swatches in the Swatches palette, choose Small Name, Small Swatch, or Large Swatch from the palette menu.Introducing the Paragraph Palette
Open the Paragraph palette from the Type menu and use the Customize command in the palette menu to make sure all the options are enabled. The Paragraph palette contains options that apply to an entire paragraph, such as alignment, justification, indents, and drop caps (Figure 3.14). Just like the Character palette, there are several advanced options to choose from in the palette menu. For a complete explanation of all paragraph formatting options, please consult Real World Adobe InDesign CS2 by Olav Martin Kvern and David Blatner (Peachpit Press, 2006) or the InCopy Help files (Help > InCopy Help).
Figure 3.14. The Paragraph palette affects entire paragraphs, whereas the Character palette only affects text selections as small as a single character.
[View full size image]

Introducing the Story Palette
The simple little Story palette may be a one-trick pony, but it can accomplish in one click what used to take designers hours of tedious work. Open the Story palette from the Type menu and enable the Optical Margin Alignment option to create hanging punctuation for all text frames in a story. Now, anytime punctuation such as quotes, hyphens, and dashes are at the edge of a text frame, they will hang outside the frame edge just slightly and improve the readability of the text (Figure 3.15). To control the amount of overhang, enter a size in the text entry field that matches the size of the text. As usual, any major decisions about typography should probably be a joint decision between design and editorial.
Figure 3.15. The Story palette makes the tedious process of creating hanging punctuation an easy one-click option.
