16. Exporting a Document
What You’ll Do
Understand Export File Formats
Set PDF Marks and Bleeds Options
Export PDF Files in the Background
Export as an EPS, JPEG, or PNG
Export as a Flash Movie or File
Order Content in the Article Panel
Introduction
After you finish creating your document in InDesign, you can export your work in another file format for use in other programs. There are eight main file formats to which you can export your document, which include Adobe Flash Professional (FLA), Adobe PDF (Portable Document Format) for print or interactive, EPS (Encapsulated PostScript), JPEG, Flash SWF (ShockWave Flash), and XML (Extensible Markup Language). In addition to these file formats, you can also export text in the Adobe InDesign Tagged Text, Rich Text Format, and Text Only file formats. When you export from InDesign, your content can be altered using the Options dialog box for the specific file format.
If a co-worker or client doesn’t have InDesign, you can create an Adobe PDF of a print or interactive document for them to review your work. Adobe PDF is a useful file format for document sharing, viewing, and proofing with Adobe Acrobat Reader or Adobe Acrobat Professional, which can be used to add comments and annotations. If you frequently use custom settings to export an InDesign document to an Adobe PDF file, you can save time by creating a preset.
If you use Adobe Flash Professional CS6 or later to create vector-based animation and interactivity, you can export content from InDesign to the FLA format for use in Flash. You can open FLA files in Flash and then use the authoring environment to add video, audio, animation, and complex interactivity. If you want to use InDesign content on the web, you can export your document as a Digital Editions eBook file or a HTML file, which you can open in Adobe Dreamweaver. A digital edition is a XHTML-based EPUB ebook that is compatible with the Adobe Digital Editions reader software. Dreamweaver is a HTML editor that allows you to create and manage web sites and pages.
Exporting a Document
After you finish creating your document in InDesign, you can export it for use in other programs. If you want to share a document with someone who doesn’t have InDesign, you can export the file as a PDF (Portable Document Format) in print or interactive form. If you have a document that is composed primarily of text, you can export the file as a text document, which you can open in a word processing program. If you have a document composed mostly of artwork, you can export it as a JPEG or PNG file (for use on the web). If you want to use content from an InDesign document in Adobe Flash CS6 Professional or later, you can export it as a FLA file. If you want to use content from your InDesign document on the web, you can export your document as an eBook EPUB file or HTML file. In addition, you can export a document as a SWF movie for use in the Flash Player. If you want to open an InDesign document in InDesign CS4 or later (make sure software is updated), you can export it to IDML (InDesign Markup).
Export a Document
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then select a file format.
♦ All the formats don’t display unless you place the insertion point in a text frame.
♦ InDesign also remembers your last export format for next time.
See the list on the next page for more information about all the file formats.
Navigate to a save location.
Click Save.
For some formats, an Options dialog box appears, prompting you for additional settings.
If prompted, specify the options that you want, and then click Export.
♦ For help, point to an option to display a description at the bottom of the dialog box.
Exporting as a Print PDF
If a co-worker or client doesn’t have InDesign, you can create an Adobe PDF of a document for them to review your work in a print or interactive form. Adobe PDF (Portable Document Format) is a useful file format for document sharing, viewing, and proofing with Adobe Acrobat Reader, which is free for download on the web at www.adobe.com. InDesign, you have two PDF export options. You can export and optimize your PDF document for print using the Adobe PDF (Print) format or for interactivity using the Adobe PDF (Interactive) format.
Export to a Document as a PDF Print File
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then click Adobe PDF (Print).
Navigate to the location where you want to save the document.
Click Save.
Click the Adobe PDF Preset list arrow, and then select a preset option, or specify your own options to create a custom preset.
♦ To create a preset that you can use later, set your options, click Save Preset, enter a name, and then click OK.
Select each category on the left and then select the options you want.
See topics on the following pages that describe the available options in detail.
♦ To reset options to the defaults, hold down Alt (Win) or Option (Mac), and then click Reset.
Click Export.
Click the Adobe PDF Preset list arrow, and then select one of the following presets:
♦ High Quality Print. Creates PDFs for quality printing on desktop printers and proofing devices.
♦ PDF/X-1a:2001. Creates PDFs that meet printing standards for PDF/X-1a:2001 or 2003 and Acrobat Reader 4.0 or later (PDF 1.3). Useful for a CMYK or spot color job.
♦ PDF/X-3:2002. Creates PDFs that meet printing standards for PDF/X-3:2002 or 2003 and Acrobat Reader 4.0 or later (PDF 1.6). Useful for a color-managed workflow. May contain RGB/LAB/... colors, which are converted to CMYK.
♦ PDF/X-4:2008. Creates PDFs that meet printing standards for PDF/X-4:2010 and Acrobat Reader 7.0 or later (PDF 1.6). Useful for a color-managed workflow with added support for preserving transparency, layers, and JPEG2000 compression.
♦ Press Quality. Creates PDFs for high quality print production (digital printing or separations).
♦ Smallest File Size. Creates compressed PDFs for use on the web or e-mail distribution.
Click Export.
Setting PDF General Options
The General PDF Print options allow you to specify PDF compatibility, a page range, conversion options, and to choose what elements to include in the PDF file. The important options to consider here are the page range, Export Layers, and the elements you want to include in the PDF file. Some of the important options include Bookmarks, Hyperlinks, and Interactive Elements. If you have sounds and movies in your document, you can specify options to use current media settings or override them to link or embed all of them in the PDF document.
Set PDF Print General Options
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Print) format, and then click Save.
Click the Compatibility list arrow, and then select which version of Acrobat you want your file to be compatible.
Click the Standard list arrow, and then select a PDF/x option.
The PDF/X options use ISO international standards for compatibility with printing. See the previous page and the table on the next page for help selecting an option.
Click the General category.
Specify any of the following General options:
♦ Pages. Select the All or Range option, and specify a range, and then select the Pages or Spreads (keep pages within spreads together) option.
♦ Embed Page Thumbnails. Select to add a thumbnail image for each page; only necessary for Acrobat 5 or earlier.
♦ Optimize for Fast Web View. Select to optimize the document for downloading from web servers.
♦ Create Tagged PDF. Select to add tags for use with screen readers to create an accessible PDF.
♦ View PDF after Exporting. Select to open the PDF file in Adobe Reader or Acrobat Pro.
♦ Create Acrobat Layers. Select to convert InDesign layers into Acrobat layers.
♦ Export Layers. Select the option to export layers.
Specify any of the following Include options:
♦ Bookmarks. Select to create bookmarks for entries in a table of contents.
♦ Hyperlinks. Select to convert InDesign hyperlinks, table of contents, and index entries into Acrobat hyperlinks.
♦ Non-Printing Objects. Select to export objects with the non-printing option.
♦ Visible Guides and Baseline Grids. Select to use current guides and grids in the PDF document.
♦ Interactive Elements. Select the option to Include Appearance or Do Not Include.
Click Export.
PDF/X Standards
Did You Know?
What is the PDF/X file format? The PDF/X file format is a set of rules that provide predictable and consistent PDF files for a prepress environment. The rules enforce PDF functions for printing purposes and forbid the use of irrelevant ones.
Setting PDF Compression Options
The Compression PDF Print options allow you to specify compression settings for color, grayscale, and monochrome (black and white) images. The important settings to consider are sampling, compression method, and image quality. The sampling option allows you to select how much downsampling of pixels takes place. The greater the downsampling, the greater compression and lower the quality. The compression option lets you select a compression method. Automatic (JPEG) is recommended. The higher the image quality level, the lower the compression and vice versa. So, choose an image quality level that best suits your needs.
Set PDF Print Compression Options
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Print) format, and then click Save.
Click the Compression category.
Specify the following options for Color, Grayscale, and Monochrome Images:
♦ Sampling. Select from the following options:
♦ Do Not Downsample. Retains all pixels.
♦ Average Downsampling to. Averages pixels in an area.
♦ Subsampling to. Fastest results with low quality.
♦ Bicubic downsampling to. Slowest results with high quality.
♦ Compression. Select a compression method.
♦ Image Quality. Select an image quality level.
♦ Resolution. Enter resolution settings for all the options.
♦ Compress Text and Line Art. Select to compress text or art.
♦ Crop Image Data to Frames. Select to crop and reduce size.
Click Export.
Setting PDF Marks and Bleeds Options
The Marks and Bleeds PDF Print options allow you to specify what printer’s marks—crop marks, bleed marks, registration marks, color bars, and page numbers—you want to include in the PDF file. Printer’s marks appear outside of the page boundary for commercial printing purposes. They don’t affect the visual display of the page. You can also set options for the bleed and slug. The bleed is an area outside the trim of the page where objects still print, while the slug is an area outside the page trim that may or may not print. The slug is typically used to add non-printing information to a document.
Set PDF Print Marks and Bleeds Options
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Print) format, and then click Save.
Click the Marks and Bleeds category.
Select the All Printer’s Marks check box to display the available printer’s marks options.
Select the check boxes for the printer’s marks you want to include in the PDF document.
Select the bleed and slug options you want:
♦ Use Document Bleed Settings. Select to use document settings for the bleed.
♦ Bleed. Specify the bleed values for top, bottom, inside and outside.
♦ Make All Settings the Same. Click the chain icon to make all settings the same.
♦ Include Slug Area. Select to include the slug area in the export.
Click Export.
Setting PDF Output Options
The Output PDF Print options allow you to specify color options and PDF/X compatibility settings. The important options to consider here are color conversion, destination, and profile inclusion policy. The color conversion option allows you to select whether to use the current color profile in the destination PDF document. The destination option lets you choose a color or grayscale profile for the destination PDF document, while the profile include policy lets you choose how it’s used. You can also set PDF/X options, if you need to.
Set PDF Print Output Options
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Print) format, and then click Save.
Click the Output category.
Specify the following Color options:
♦ Color Conversion. Select an option: No Color Conversion, Convert to Destination, or Convert to Destination (Preserve Numbers), which converts to the destination only if the embedded profile is different.
♦ Destination. Select a color or grayscale profile.
♦ Profile Inclusion Policy. Select an option: Don’t Include Profiles, Include All Profiles, Include Tagged Source Profiles (for output calibrated output devices), or Include All RGB and Tagged Source CMYK Profiles (for output calibrated RGB and CMYK files).
Select the Simulate Overprint check box to simulate overprinting on the screen.
To control ink type, density, and sequence for process and spot colors, click Ink Manager.
Click Export.
Setting PDF Advanced Options
The Advanced PDF Print options allow you to specify when all characters of the font are embedded, whether to use OPI (Open Prepress Interface) with document graphics, and what resolution to use for transparency flattening. OPI options are used when you send files to Scitex and Kodak prepress systems. OPI uses low-resolution images for layout and high-resolution images for printing. When you use transparency in a document, you need to specify a resolution setting to flatten, or convert, the effect into vector and raster images.
Set PDF Print Advanced Options
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Print) format, and then click Save.
Click the Advanced category.
Specify the following Advanced options:
♦ Fonts. Enter a percentage amount for the threshold when all characters of the font are embedded.
♦ OPI. OPI uses low-resolution images for layout and uses high-resolution images for printing. Select the check boxes for the image types to which you want to apply the OPI setting.
♦ Transparency Flattener Preset. Select a resolution to convert transparency into rasterized images.
♦ Ignore Spread Overrides. Select if you flatten individual spreads using the Pages panel.
Select the Create JDF File Using Acrobat check box to add job definition format information to the PDF document.
♦ You need Acrobat 7 Pro or later installed for this option.
Click Export.
Setting PDF Security Options
If you only want certain users to open the exported PDF file, you can use Security PDF Print options to require a password. If you don’t want to restrict complete access to the PDF file, yet you still want to have some restrictions in place, you can require a password for printing, editing, and other tasks. You can specify what a user can print and change. The password to open the document needs to be different than the one required to print, edit, or perform other tasks. Passwords are case-sensitive, so you can use upper and lowercase letter as well as numbers to create a secure password.
Set PDF Print Security Options
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Print) format, and then click Save.
Click the Security category.
To require a password, select the Require a password to open the document check box, and then enter a password in the box.
To require a password for certain tasks, select the Use a password to restrict printing, editing and other tasks check box, and then enter a password in the box.
♦ Printing Allowed. Select an option: None, Low Resolution (150 dpi), or High Resolution.
♦ Changes Allowed. Select an option: None; Inserting, deleting and rotating pages; Filling in form fields and signing; Commenting, filling in form fields, and signing; and Any except extracting pages.
♦ Enable copying of text, images and other content. Select to allow content copying.
♦ Enable text access of screen reader devices for the visually impaired.
Click Export.
Exporting with PDF Presets
If you frequently use custom settings to export an InDesign document to an Adobe PDF file, you can save time by creating a preset. Adobe programs, including InDesign, Illustrator, Photoshop, and Acrobat, provide built-in presets that you can use in any of the programs. When you create your own preset, you can also use it in other Adobe programs. The process for creating a preset for an Adobe PDF is similar to creating a preset in other Adobe programs.
Create a Preset for an Adobe PDF
Click the File menu, point to Adobe PDF Presets, and then click Define.
Perform any of the following:
♦ New. Click New, specify the options that you want, and then click OK.
♦ Edit. Select a custom preset (not a predefined one), click Edit, change the options, and then click OK.
♦ Delete. Select a custom preset (not a predefined one), and then click Delete.
♦ Import. Click Load, navigate to the preset file, select it, and then click Open.
♦ Export. Select a preset, click Save As, specify a location and name, and then click Save.
For PDF files, the preset is saved with the .joboptions extension.
Click Done.
Exporting PDF Files in the Background
When you export one or more documents to a PDF or IDML (InDesign Markup), the process can sometimes take a little while. Instead of waiting for the process to complete, you can continue working on your documents while the process continues in the background. You can use the Background Tasks panel to view the progress of the export processes. When you queue up several PDF exports, you can view the multiple jobs in the Background Tasks panel.
View Exported PDF or IDML Files in the Background Tasks Panel
Select the Background Tasks panel.
♦ Click the Window menu, point to Utilities, and then click Background Tasks.
Follow steps on page 420, “Exporting XML or IDML,” and on page 424, “Exporting as a Print PDF,” to export one or more documents to an IDML or PDF format.
View the progress of the PDF exports.
To stop a process, click the Cancel button.
Click the Alerts triangle to expand the panel.
To clear alerts, click the Clear Alerts button on the panel.
Setting PDF Media Options
Before you export a document with media files, you should set options for playback in the interactive PDF document. The PDF media options allow you to play video in a separate window, and provide a message if the media cannot be played in Acrobat or as alternative text for visually impaired users. You can set these options in the PDF Options dialog box, which you can open from the Media panel. When you import a video, the video object and the poster appear in a frame. When you export to PDF, the video object’s frame determines the size of the video in the PDF document, not the frame or poster size. If you keep the video frame size and the poster and frame size the same, you shouldn’t have any problems on export to PDF. Also, be aware that videos always appear and play on the topmost layer of a PDF document, even if you overlay an object on the movie in InDesign.
Set PDF Media Options
Select the media clip.
Select the Media panel.
♦ Click the Window menu, point to Interactive, and then click Media.
Click the Set Options For Exporting Interactive PDF button on the panel.
Type a description to be displayed if the media cannot be played in Acrobat. The description also provides alternative text for visually impaired users.
Select the Play Video In Floating Window check box to play the video in a separate window (not available for SWF or audio files). If you select the option, specify the following:
♦ Size. Select a size ratio based on the size of the original video (not a scaled version). As you increase the ratio, the image quality of the video may reduce.
♦ Position. Select a position on the screen for the window.
Click OK.
Exporting as an Interactive PDF
When you create an interactive document with buttons, page transitions, and animations in InDesign that you want to share with others, you can export the file as an interactive PDF (Portable Document Format) for display in Adobe Acrobat Reader. In InDesign, you have two PDF export options. You can export and optimize your PDF document for print using the Adobe PDF (Print) format or for interactivity as pages or spreads using the Adobe PDF (Interactive) format.
Export a Document as an Interactive PDF File
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then click Adobe PDF (Interactive).
Navigate to the location where you want to save the document.
Click Save.
Specify any of the following options:
♦ Pages. Select the All or Range option, and specify a range, and then select the Pages or Spreads (keep pages within spreads together) option.
♦ View After Exporting. Select to open the PDF file in Adobe Reader or Acrobat Pro.
♦ Embed Page Thumbnails. Select to add a thumbnail image for each page; only necessary for Acrobat 5 or earlier.
♦ Create Acrobat Layers. Select to convert InDesign layers into Acrobat layers.
♦ View. Select a view option to display the PDF file, such as Actual Size, Fit Page, Fit Visible, 25%, or 100%.
♦ Layout. Select a page spread option to display pages, such as Single Page, Two-Up (Facing), or Two-Up Continuous (Facing).
♦ Open in Full Screen Mode. Select to open the PDF file in full screen mode.
If you select this option, select the Flip Pages Every X seconds check box to automatically flip through pages based on the duration.
♦ Page Transitions. Select a page transition to include.
♦ Forms and Media. Select the Include All or Appearance Only option. Select Include All to use bookmarks, hyperlinks, and cross-references.
♦ Create Tagged PDF. Select to add tags for use with screen readers. If so, you can select the Use Structure for Tab Order check box to use it.
Specify any of the following Image Handling options:
♦ Compression. Select Automatic to let InDesign handle it, JPEG (Lossy) for use with grayscale and color images, or PNG (Lossless) to not compress.
♦ JPEG Quality. Select a quality level. The higher the quality, the higher the file size and slower the display.
♦ Resolution (ppi). Select a resolution for bitmaps.
To set security options, click Security, select the options you want, and then click OK.
♦ See “Setting PDF Security Options,” on page 432 for information about the options.
Click OK.
Exporting as an EPS
EPS (Encapsulated PostScript) is a commonly used file format that you can import into graphics, word processing, and page layout programs. An EPS file can contain vector and bitmap graphics, so it makes the format more versatile for use in other programs. EPS does a good job of preserving graphic objects in an InDesign document.
Export a Document as an EPS File
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then click EPS.
Navigate to the location where you want to save the document.
Click Save.
Specify any of the following General options:
♦ Pages. Select the All or Range option, and specify a range, and then select the Pages or Spreads (keep pages within spreads together) option.
♦ PostScript. Select Level 2 for older printers or Level 3 for newer printers. Check your specific printer for capabilities.
♦ Color. Select from the following options or select Leave Unchanged:
♦ CMYK. Uses CMYK. Useful for separations.
♦ Gray. Converts to grayscale. Useful for black and white.
♦ RGB. Converts to RGB. Useful for onscreen images.
♦ PostScript Color Management. Uses the PostScript printer to control the color separations.
♦ Preview. Select None for no preview, TIFF for an image preview (Mac and Win), or PICT for an image preview (Mac only).
♦ Embed Fonts. Select None to not embed, Complete to embed all characters in fonts, or Subset to embed only the characters used in the file.
♦ Data Format. Select Binary for universal use or ASCII for use on PC computers.
♦ Bleed. Specify the bleed values for top, bottom, inside and outside.
Click the Advanced tab.
Specify the following Advanced options:
♦ Send Data. Sends All image data in high resolution or Proxy in low resolution.
♦ OPI. OPI uses low-resolution images for layout and high-resolution images for printing. Select the check boxes for the image types you want to apply the OPI setting.
♦ Transparency Flattener Preset. Select a resolution to convert transparency into rasterized images.
♦ Ignore Spread Overrides. Select if you flatten individual spreads using the Pages panel.
To control ink type, density, and sequence for process and spot colors, click Ink Manager.
Click Export.
Exporting as a JPEG or PNG
If you have a document that you want to post on the web, you can export it as a JPEG (Joint Photographic Experts Group) or PNG (Portable Network Graphic) file. The Export command for JPEG or PNG gives you options to specify image quality and resolution, select the color space, use anti-alias to smooth jagged edges for text and images, use document bleed settings, and simulate overprinting. For JPEG, you can also set options to embed the color profile and specify how you want to display the image on the screen (format method). For PNG, you can also set an option to use a transparent background. JPEG and PNG are a compressed format with relatively high quality, so it’s a common file format for the web.
Export a Document as a JPEG or PNG File
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then click JPEG or PNG.
Navigate to the location where you want to save the document.
Click Save.
Specify any of the following options:
♦ Pages. Select the All or Range option, and specify a range, and then select the Pages or Spreads (keep pages within spreads together) option.
♦ Quality. Select a quality level. The higher the quality, the higher the file size and slower the display.
♦ Format Method (JPEG). Select Progressive to create an image that appears gradually on the page, or select Baseline to create an image that appears all at once, which is slower.
♦ Resolution (ppi). Specify a resolution. 72 ppi is common for the web.
♦ Color Space. Specify a color palette: RGB, CMYK, or Gray.
♦ Embed Color Profile (JPEG). Select to embed the document’s color profile in the exported JPEG file. The name of the color profile appears to the right of the option.
♦ Transparent Background (PNG). Select to use a transparent background.
♦ Anti-alias. Select to smooth out jagged edges in text and bitmap images.
♦ Use Document Bleed Settings. Select to use the bleed settings in Document Setup in the exported JPEG or PNG.
♦ Simulate Overprint. Select to apply the Overprint Preview option for any of the selected color spaces. The exported JPEG or PNG simulates the effects of overprinting spot inks by converting spot colors to process colors for printing.
Click Export.
Exporting as a Flash Movie
The SWF file format delivers vector graphics, text, video, and sound to the web using Adobe Flash player or Adobe AIR software. Adobe Flash Pro produces SWF (ShockWave Flash) movie files as a native format. However, you can also create SWF files directly from InDesign by using the Export command. The Export command for SWF gives you general and advanced options to specify how you want to create a SWF movie. You can export a selection, all pages, or a range of pages. When you export SWF files from within InDesign, you can include interactivity and media or just their appearance. When InDesign finishes the export, you can have your browser automatically open and display the SWF file using the Adobe Flash Player.
Export a Document as a Flash SWF Movie
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then click Flash Player (SWF).
Navigate to the location where you want to save the document.
Click Save.
Click the General tab.
Specify any of the Export options:
♦ Selection. Select to export the selected element.
♦ Pages. Select the All Pages or Range option, and then select a range option.
♦ Generate HTML File. Select to create a HTML file that plays back the SWF.
♦ View SWF After Exporting. Select to open the SWF file in your browser after exporting.
Select a Size (pixels) option:
♦ Scale. Increases or decreases the original size by a percentage.
♦ Fit To. Changes the size to fit a certain screen size.
♦ Width and Height. Changes the size to exact width and height settings.
Specify any of the options:
♦ Background. Select the Paper Color or Transparent option for the background.
♦ Interactivity and Media. Select the Include All or Appearance Only option.
♦ Include Page Transitions. Select a page transition to include.
♦ Include Interactive Page Curl. Select to enable users to drag a corner of the page to turn it.
Click the Advanced tab, and then specify any of the options:
♦ Frame Rate. Specify a rate for frames per second. The higher rate, the smoother animations.
♦ Text. Select an option to convert text to Flash Classic Text, Outlines (vector paths), or Pixels (raster image).
♦ Rasterize Pages. Select to create pages as bitmap images.
♦ Flatten Transparency. Select to remove live transparency; this also removes interactivity.
♦ Compression. Select Automatic to let InDesign handle it, JPEG (Lossy) for use with grayscale and color images, or PNG (Lossless) to not compress.
♦ JPEG Quality. Select a quality level. The higher the quality, the higher the file size and slower the display.
♦ Resolution (ppi). Select a resolution for bitmaps.
Click OK.
Exporting as a Flash File
If you use Adobe Flash CS6 Professional or later to create vector-based animation and interactivity, you can export content from InDesign to the FLA format for use in Flash; this replaces XFL export in InDesign CS4. You can open FLA files (default file format) in Flash and then use the authoring environment to add video, audio, animation, and complex interactivity. You can export a selection, all pages, or a range of pages. InDesign text exported as FLA remains fully editable when the FLA file is opened in Flash. InDesign automatically converts high-resolution print assets (CMYK) to low-resolution web assets (RGB) upon export as an FLA file. An image placed multiple times in your InDesign document is saved as a single image asset with shared locations when exported as an FLA file.
Export a Document as a Flash FLA File
Click the File menu, and then click Export.
Enter a name for the file in the File Name (Win) or Save As (Mac) box.
Click the Save as Type list arrow (Win) or Format popup (Mac), and then click Flash CS6 Professional (FLA).
Navigate to the location where you want to save the document.
Click Save.
Specify any of the Export options:
♦ Selection. Select to export the selected element.
♦ Pages. Select the All Pages or Range option, and then select a range option.
♦ Rasterize Pages. Select to create pages as bitmap images.
♦ Flatten Transparency. Select to flatten all objects with transparency.
Select a Size option:
♦ Scale. Increases or decreases the size of the original by a percentage.
♦ Fit To. Changes the size to fit a certain screen size.
♦ Width and Height. Changes the size to exact width and height settings.
Specify any of the options:
♦ Interactivity and Media. Select the Include All or Appearance Only option.
♦ Text. Select an option to convert text to Flash Classic Text, Flash TLF Text, Convert to Outlines (vector paths), or Convert to Pixels (raster image).
♦ Insert Discretionary Hyphenation Points. If you select Flash TLF Text option for Text, select to allow hyphenation.
Specify any of the following Image Handling options:
♦ Compression. Select Automatic to let InDesign handle it, JPEG (Lossy) for use with grayscale and color images, or PNG (Lossless) to not compress.
♦ JPEG Quality. Select a quality level. The higher the quality, the higher the file size and slower the display.
♦ Resolution (ppi). Select a resolution for bitmaps.
Click OK.
Ordering Content in the Articles Panel
The Articles panel allows you to specify the content reading order of your document for EPUB, HTML, or Accessible PDFs without using the Structure panel. It’s a simple drag and drop objects from a page (including Master Page objects) to the Articles panel. InDesign uses the Layers panel to help order the initial placement of the content in the Articles panel. Once the content is in the Articles panel, you can manually reorder it to meet your needs. For EPUB and HTML, you are good to go. For Accessible PDFs, you need to enable an option to use the structure in the Articles panel in Acrobat. The Articles panel allows you to create multiple articles and order them in the sequence you want and then export the ones you want to create custom content.
Order Content in the Articles Panel
Select the Articles panel.
♦ Click the Window menu, and then click Articles.
Display the page you want to use, and then select one or more objects you want order.
♦ If you select a threaded story that spans multiple pages, the entire story gets added to the Articles panel.
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When you Shift-click to select objects, InDesign places the objects in the Articles panel in the selected order.
Drag the objects to the Articles panel where you want them to appear. A thick black line appears, indicating the position when you release the mouse.
♦ Create New Article. You can click the Create New Article button on the Articles panel to add the selected element to a new article.
♦ Add to Existing Article. You can click the Add Selection to Articles button on the Articles panel to add the selected element to the selected article in the Articles panel.
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Ctrl-click (Win) or 
+click (Mac) the Add Selection to Articles button on the Articles panel to add all page items to an article in the Articles panel.
Enter a name for the article.
Select the Include When Exporting check box, if necessary, to include the article for export.
Click OK.
To view an item in the Articles panel on the page, click the arrow to expand/collapse content (if necessary), and then double-click the item in the panel.
♦ When you select an item in the page layout, a blue box appears in the Articles panel, so you can quickly locate it.
To reorder an item in the Articles panel, drag it to another position.
A thick black line appears indicating the location.
Specify the following options:
♦ Remove an item or article. Select the item or article in the Articles panel, and then click the Delete button on the panel.
♦ Rename an article. Double-click the article in the Articles panel, change the name, and then click OK
To enable or disable an article for export, select or deselect the check box next to it in the Articles panel.
For an accessible PDF, click the Options button, and then click Use for Reading Order in Tagged PDF to select it.
Close the Articles panel.
Exporting as an Accessible PDF
With InDesign, you can more efficiently create an accessible PDF that people with disabilities can access using a screen reader or assistive device. You can establish content reading order in the Article panel, add alt text to graphics, add tags to paragraph styles, and anchor objects. InDesign automatically creates tags for tables, nested tables, lists, nested lists, footnotes, bookmarks, hyperlinks, and cross-references and translates them directly from InDesign to Acrobat. In order to finalize an accessible PDF, you need to make some changes in Acrobat that you can’t do in InDesign. You need to set the document language, remove unnecessary information in a Properties field, and set the tab order to use the order from the Articles panel in InDesign.
Export a Document as an Accessible PDF File
Prepare the document for accessibility using the following:
♦ Content Order. Open the Articles panel, select page items, and then drag them to the panel in the order you want.
♦ Add Alt Text to Graphics. Select a graphic, click the Object menu, click Object Export Options, click Alt Text tab, and then specify options.
♦ Add Tags to Paragraph Styles. In Paragraph Styles panel, click the Options button, click Edit All Export Tags, click PDF, and then set tags.
♦ Anchor Objects. On a graphic frame, drag the blue square to the anchor text point.
♦ Bookmarks, Hyperlinks, and Cross References. Add items to the document as desired.
Click the File menu, and then click Export.
Enter a name, specify a location, select the Adobe PDF (Interactive) format, and then click Save.
Select the Create Tagged PDF and View After Exporting check boxes. If desired, select the Use Structure for Tab Order check box.
Click OK.
Finish an Accessible PDF in Acrobat X Pro
Open the exported Accessible PDF from InDesign in Acrobat.
Click the File menu, click Properties, click the Advanced tab, click the Language list arrow, and then select a language.
Click the General tag, and then delete the extra semi-colon and space at the beginning of the Keywords field.
Click OK.
Open the Page Thumbnails panel, select all the pages (Ctrl+A or +A), click the Thumbnails Options button, click Page Properties, click the Use Document Structure option, and then click OK.
To view and check tags, open the Tags panel, Alt-click (Win) or Option-click (Mac) the expand arrow next to the Tags icon.
♦ Display Selected Tags in Blue. Click the Tags Options button, and then click Highlight Content. Click a tag to select it.
♦ Find Tag From Selection. Select an item on the page, click the Tags Options button, and then click Find Tag From Selection.
Quit Acrobat.
Did You Know?
You can view and use accessible PDFs in different software. When you create an accessible PDF, you can use it in Adobe Acrobat (view and change), Adobe Acrobat Reader (view), or other software, such as screen readers.
Applying Tags to a PDF
In addition to normal content, such as text, graphics, and links, PDFs also include a structure. The structure is a set of tags that define the content layout, such as the correct reading order, and the meaning of elements, such as figures, lists, and tables. A PDF with well-formed tags may be reflowed to fit different pages or screen widths. The more you tag a PDF, the more control you have over the output. Tagged PDFs work well with screen-readers as well as make the file compliant with Section 508 of the Rehabilitation Act of 1973, which makes web content accessible to people with disabilities. You can use the Object Export Options dialog box to apply tags and actual text, which is a way to apply text (as an image) to graphics elements within tagged PDFs.
Apply Tags to a PDF
Select the Selection tool on the Tools panel.
Select the frame or group that you want to add a tag.
Click the Object menu, and then click Object Export Options.
Click the Tagged PDF tab.
Click the Apply Tag list arrow, and then select an option:
♦ From Structure. Use text as specified in the Structure pane; items marked with XML tags.
♦ Artifact. Use to tag a Artifact, an element with no meaning.
♦ Based On Object. Lets InDesign determine the tag; it sets text or graphics to story or figure tag.
Click the Actual Text Source list arrow, and then select an option:
♦ Custom. Enter text manually.
♦ From Structure. Same as above.
♦ From XMP: Title, Description, or Headline. Use data stored in specified XMP fields.
♦ From Other XMP. Use data stored in another XMP field.
Select another object to apply settings; the dialog box stays open.
Click Done.
Exporting Tags for EPUB and HTML
In InDesign, the layout of text and objects are based on styles. When you export a document or book to EPUB or HTML, the layout of text and objects are based on HTML and CSS, where you use tags and classes. For exporting control to EPUB or HTML, you can specify and map text and object (New!) styles in the InDesign document to tags, such as <p> or <h1> to <h6>, and classes in the EPUB or HTML document. Class names are used to generate style definitions. In addition, you can also set options to Split EPUB or Emit CSS. The Split EPUB option applies a document break after the specified style. This creates a larger number of HTML files in the EPUB package, which can be useful for breaking up long files to increase performance. The Emit CSS option (New!) ensures the specified class name is used for the style even if a conflict occurs. It also defines the class name based on the style (New!).
Map Styles to Export Tags
Select the Object Styles (New!), Paragraph Styles or Character Styles panel.
♦ Click the Type menu, and then click Object Styles, Paragraph Styles, or Character Styles.
Click the Options button, click Edit All Export Tags.
Click the EPUB and HTML option.
Select the style you want to map.
Select or specify any of the following available options:
♦ Tag. Click the current setting, click the list arrow, and then select a tag. Default set to [Automatic].
♦ Class. Specify a class to generate style definitions for tags. You can specify multiple class names (New!) separated by one or more spaces.
♦ Split EPUB. Select to add a document break after the style.
♦ Emit CSS. Select to use the set class name if a conflict or multiple classes (use first one) occurs (New!). The CSS class is defined based on the style.
Click OK.
Exporting as an EPUB eBook
An ebook is an electronic book file that displays content in a linear, reflowing format with different sizes of viewing. The EPUB or OEBPS format is one of the most widely supported file formats for ebooks. EPUB is compatible with the Adobe Digital Editions reader software and devices, such as Barnes & Noble Nook, Sony Reader, iRiver, Kobo, and Apple iOS (iPhone, iPod Touch, and iPad). The exception is Amazon Kindle (MOBI), however there is a plug-in available. EPUB is an XHTML-based format that can display text, graphics, and audio/video (Apple iOS only). You can export a document or book as an EPUB with version 2.0.1 (2007 standard) or 3.0 (2011 standard). You can specify book metadata for search engines, a book cover, content ordering and formatting options, image display and conversion settings, and the use (New!) of style classes and CSS (Cascading Style Sheets: formatting rules that control page look). See “New Features” on page 543 for conversion details.
Export a Document as an EPUB
Click the File menu, and then click Export.
Enter a name, specify a location, select the EPUB format, and then click Save.
Specify General options:
♦ Version. Select an EPUB version: 2.0.1 or 3.0
♦ Cover. Select a cover option: none, rasterize (bitmap) of first page, or use an existing image.
♦ Navigation. Select File Name (New!) or TOC Style. Select an option: [None], [Default], or a style to create a TOC.
♦ Margins. Specify a value for each side in pixels.
♦ Content Order. Select an option to base reading order on the page layout, XML tag structure, or Articles panel.
♦ Place Footnote After Paragraph. Select to place or deselect to convert to end-notes.
♦ Remove Forced Line Breaks. Select to remove all soft-returns, Shift+Enter.
♦ Bullets and Numbers. Select conversion options (New!); see details on page 454 in Step 4.
To open the file in Adobe Digital Edition Reader, select the View EPUB after Exporting check box.
Click the Images category.
Click the Copy Images list arrow, click Original, Optimized, or Link to Server Path, and then select image export options; see details on page 455 in Step 7.
Click the Advanced category.
Specify the following options:
♦ Split Document. Select a split option: Do Not Split, Based on Paragraph Style Export Tags, or based on a style.
♦ EPUB Metadata. Specify options to include metadata, add publisher information (such as a URL), and supply a unique identifier (required for EPUB).
♦ CSS Options. Select or deselect Generate CSS (New!); select or deselect Preserve Local Overrides to preserve manual formatting or match style definitions to CSS, or Include Embeddable Fonts; click Add Style Sheet (use external file) or Add Script (add JavaScript).
Click OK. If an export warning (New!) appears with one or more errors, read it, and then click OK.
Did You Know?
You can export to Kindle with a plug-in. Amazon has created a plug-in for InDesign CS4 or later that allows you to export to the Kindle format (.mobi & .azw). Go to www.amazon.com and search for Kindle Publishing Programs under Kindle Store. Download and install the program. In InDesign, click the File menu, click Export for Kindle, and then follow the instructions.
Exporting as an HTML
If you want to use your document on the web, you can export it as a HTML file. During the export, you can control the output; InDesign uses the names of paragraph, character, object, table, and cell styles to create CSS (Cascading Style Sheets) style classes (New!) in HTML. InDesign exports the following: stories, linked and embedded graphics, SWF files, footnotes, text variables (as text), bulleted and numbered lists (New!), cross-references, hyperlinks (to text and web pages), and tables along with some formatting. For exported audio and h.264 video, files are enclosed in HTML5 <audio> and <video> tags. There are some elements that don’t get exported, such as drawn objects, pasted objects, text converted to outlines, XML tags, books, bookmarks, SING glyphlets, page transitions, index markers, objects on the pasteboard (not selected), and master page items (unless overridden or selected).
Export a Document as an HTML
Deselect everything to export the entire document or select the elements you want to export.
Click the File menu, and then click Export.
Enter a name, specify a location, select the HTML format, and then click Save.
Specify General options:
♦ Export. Specify an option to export the current selection or entire document.
♦ Content Order. Select an option to base reading order on the page layout, XML tag structure, or Articles panel.
♦ Bullets. Select options (New!): Map To Unordered List exports to <ul> tag, while Convert To Text exports to <p> tag with bullets.
♦ Numbers. Select options (New!): Map To Ordered List exports to <ol> tag, and Convert To Text exports to <p> tag with paragraph’s number.
To view HTML file, select the View HTML after Exporting check box.
Click the Copy Images list arrow, and then click Original, Optimized, or Link to Server Path.
♦ Optimized. Specify options:
♦ Preserve Appearance from Layout. Use image attributes from the layout.
♦ Resolution (ppi). OS is 72 or 96. Mobile is 132 (iPad), 172 (Sony Reader), 150 (ebook) to over 300 (iPhone).
♦ Image Size. Stay fixed or rescale by percentage relative to the page.
♦ Alignment and Spacing. Set aligning and padding.
♦ Settings Apply to Anchored Objects. Apply settings to anchored objects.
♦ Image Conversion. Select Automatic, GIF, JPEG, or PNG (supports transparency).
♦ GIF and JPEG Options. See option details on page 456.
♦ Ignore Object Export Settings. Ignore settings on individual images.
♦ Link to Server Path. Enter a path to a local URL and file extension.
Click the Advanced category.
Specify the following options:
♦ CSS Options. Select or deselect Generate CSS (New!); select or deselect Preserve Local Overrides to preserve manual formatting or match style definitions to CSS; click Add Style Sheet to select a CSS file.
♦ Add JavaScript. Click to select a file to run a JavaScript when the HTML page opens.
Click OK. If an export warning (New!) appears with one or more errors, read it, and then click OK.
Setting EPUB and HTML Options
EPUB and HTML options in the Object Export Options dialog box allow you to specify custom image conversion and image alignment and spacing settings for selected objects. The conversion options include size, resolution (ppi), file format, compression quality, and display method. The custom layout options include float left or right (New!), alignment and spacing, and whether to insert page breaks. You can also set these options in Object Styles (New!); for details, see the topic on page 316. If these options are not set, the EPUB or HTML export settings are used.
Set EPUB and HTML Options
Select the Selection tool on the Tools panel.
Select the frame or group that you want to set options.
Click the Object menu, and then click Object Export Options.
Click the EPUB and HTML tab.
Click the Custom Rasterization check box, and then select options:
♦ Size. Stay fixed or rescale by percentage relative to the page.
♦ Format. GIF, JPEG, or PNG.
♦ Palette. Controls colors when optimizing GIF files.
♦ Resolution. Specify in pixels per inch (ppi).
♦ Quality. High is low compression; Low is high compression.
♦ Method. Web display method on the web. Progressive is gradual while download. Baseline is after download is complete.
Select the Custom Layout check box, select Float Left (New!), Float Right (New!), or Alignment and Spacing, and then select options:
♦ Align. Left, Center, or Right.
♦ Space Before and After. Specify top and bottom padding space.
♦ Insert Page Break. Select to insert page breaks with images.
Select another object to apply settings; the dialog box stays open.
Click Done.
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