InDesign CS3: Mastering Design Collaboration

No man is an island, entire of itself; every man is a piece of the con­ti­nent, a part of the main.

–John Donne Meditation XVII (1572–1631)

Mastering InDesign CS3 for Print Design and Production, by Pariah S. Burke, 2007

This arti­cle is an excerpt from Chapter 12: “Collaboration” from Mastering InDesign CS3 for Print Design and Production by Pariah S. Burke (Sybex, 2007).


Few InDesign users oper­ate in a vac­u­um, cre­at­ing doc­u­ments start to fin­ish all on their own. The major­i­ty of mod­ern work­flows, even among free­lancers, entails some form of col­lab­o­ra­tive con­tent cre­ation. Perhaps it’s a group of design­ers coop­er­at­ing on the pack­ag­ing for a large prod­uct line; maybe it’s design­ers and copy­writ­ers craft­ing the per­fect adver­tis­ing creative.

In the past, much like print and web, West Berlin and East Germany, the per­son­nel, activ­i­ties, and espe­cial­ly soft­ware tools employed by design and pro­duc­tion have always been sep­a­rate from, and often mutu­al­ly unfriend­ly toward, copy­writ­ing and edi­to­r­i­al. All of that is chang­ing. More and more print work­flows are embrac­ing dig­i­tal con­tent deliv­ery; Germany has been uni­fied. Most impor­tant­ly, the soft­ware, which has always been, at best, reluc­tant­ly com­pat­i­ble and, at worst, open­ly hos­tile toward one anoth­er is actu­al­ly begin­ning to coop­er­ate, coor­di­nate, and col­lab­o­rate. Creatives keep on design­ing while writ­ers keep on writ­ing, but the bar­ri­ers that sep­a­rat­ed them from each oth­er and their peers are being torn down as fast as the Berlin Wall. 

How ever–and with whomever–you col­lab­o­rate, InDesign can speed and improve the process.

Whether you need to col­lab­o­rate with the per­son over the cube wall from you or across the plan­et, InDesign CS3 has sev­er­al pow­er­ful ways to coor­di­nate joint efforts among creatives.

Saving to Older Versions of InDesign

Not all of us upgrade as quick­ly or reg­u­lar­ly as oth­ers. For some, InDesign CS2 is ide­al, with all the fea­tures need­ed for their par­tic­u­lar work; they don’t need or want CS3 and will not upgrade to it for a while if ever. (I doubt you are includ­ed in this group; after all, you obvi­ous­ly bought a book titled Mastering InDesign CS3 for Print Design and Production.) Others may lust after a new ver­sion but sim­ply can’t jus­ti­fy its price tag. Whatever the rea­son, it becomes nec­es­sary on occa­sion to move doc­u­ments between the lat­est and ear­li­er ver­sions of InDesign.

The fact that InDesign CS (CS1, ver­sion 3.0) did not save back­ward for com­pat­i­bil­i­ty with 2.0 (the first com­mer­cial­ly suc­cess­ful edi­tion of InDesign) brought forth a pub­lic out­cry so vocif­er­ous that it still echoes through­out the halls of Adobe and many press and pre-press shops around the world. Allow me to dis­pel anoth­er com­mon mis­con­cep­tion: Despite what you may have heard, InDesign does save back­ward. It has done so since CS2, which saved doc­u­ments com­pat­i­ble with CS1.

To save a doc­u­ment such that it can be opened in CS2, choose File > Export. In the Export dia­log, change the Save as Type drop-down to InDesign Interchange for­mat. When you save the doc­u­ment, it will be with the .inx file exten­sion. InDesign Interchange doc­u­ments are XML based, and may be opened in InDesign CS2 or CS3 with the File > Open com­mand. Both ver­sions can also export them, although CS2 users send­ing doc­u­ments to CS3 users can sim­ply send doc­u­ments in the stan­dard INDD for­mat. CS3 will open doc­u­ments cre­at­ed by any pri­or ver­sion of the pro­gram. It will only save INDD files as CS3 ver­sion, however.

Maintaining a round-trip edit­ing work­flow between InDesign CS2 and CS3 is tedious, but doable. The CS2 user can send his work as either INDD or INX for­mats, but the CS3 user must send her work back as INX files, which the CS2 user can open and edit.

Note: An update to InDesign CS2 was released short­ly pri­or to the release of CS3. Contained in the update was a new ver­sion of the INX fil­ter that enables CS2 to open CS3-authored INX doc­u­ments. If you or a CS2-based asso­ciate expe­ri­ences any prob­lems open­ing such doc­u­ments, ensure that InDesign CS2 has been updat­ed to the lat­est ver­sion. You can do that by open­ing InDesign and choos­ing Updates from the Help menu. The Adobe Updater util­i­ty will then check for recent updates to InDesign and all installed Adobe appli­ca­tions and present you with a list of avail­able down­loads. Install any avail­able InDesign updates. While you’re at it, it’s a good idea to install avail­able updates and patch­es for all your Adobe applications.

Next: One Document, Many Designers

4 thoughts on “InDesign CS3: Mastering Design Collaboration

  1. shred

    This, in my opin­ion is ridiculous!

    Design by com­mit­tee to the unth degree. Having been in pub­lish­ing for almost 20 years, I have yet to expe­ri­ence a sce­nario where the most time and cost effi­cient way of doing things is to have sev­er­al design­ers work­ing on the same FILE at the same time.

    What Adobe seems to leave out of their vision of ‘work­flow’ is the cus­tomer – you know, the peo­ple that pay peo­ple like us so they can change their minds at the drop of a hat.

    Sure, one appli­ca­tion may work, but five per­son­al­i­ties work­ing har­mo­nious­ly at the same time – that’s a joke.
    Simultaneous con­cept devel­op­ment… nev­er works.

    My mind’s eye envi­sions a serv­er bulging with dupes of pages and fold­ers from peo­ple who are, for a lack of a bet­ter word… in a state of flux.

  2. Peter McClard

    Sorry, this seems like a poor man’s ver­sion of Composition Zones. Last time I checked in Quark 7 you sim­ply select­ed an area, a page, a spread or a sec­tion of a doc­u­ment you want­ed to “farm out” and with a lit­tle bit of prac­tice, any­one on the net­work or Internet (if invit­ed) auto­mat­i­cal­ly gets a doc­u­ment with only their bits editible. Upon sav­ing, your grayed out areas then update. It’s a lot dif­fer­ent when soft­ware is designed specif­i­cal­ly for colab­o­ra­tion as Quark 7 and 8 are, as opposed to the Rube Goldberg approach which has been avail­able for years already. BTW: Our cus­tomers who use this are grow­ing and would nev­er go back to not using it. It’s like tak­ing proces­sors out of your Xeon chip…parallel pro­cess­ing is where it’s at.

  3. Chris

    I like the lit­tle com­ment box­es, they are nice. :)

  4. FC

    No mat­ter how you look at it, cool col­lab­o­ra­tion tools in Quark are use­less if you are still stuck with a lame lay­out application.

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