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InDesign

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  1. InDesign User Guide
  2. Get to know InDesign
    1. Introduction to InDesign
      1. What's New in InDesign
      2. System requirements
      3. Common questions
      4. Use Creative Cloud libraries
    2. Workspace
      1. Workspace basics
      2. Contextual task bar
      3. Customize your workspace in InDesign
      4. Toolbox
      5. Set preferences
      6. Properties panel
      7. Touch workspace
      8. Default keyboard shortcuts
      9. Undo edits and manage History panel
      10. Document recovery and undo
    3. Generative AI (Not available in mainland China)
      1. Text to Image
      2. Generative Expand
      3. Generate Effect in InDesign (Beta)
      4. Generative AI FAQ
  3. Create and layout documents
    1. Documents and pages
      1. Create documents
      2. Work with parent pages
      3. Work with document pages
      4. Set page size, margins, and bleed
      5. Work with files and templates
      6. Convert PDFs to InDesign files in InDesign (Beta)
      7. Create book files
      8. Add basic page numbering
      9. Number pages, chapters, and sections
      10. Convert QuarkXPress and PageMaker documents
      11. Share content
      12. Understand a basic managed-file workflow
      13. Save documents
    2. Grids
      1. Grids
      2. Format grids
    3. Layout aids
      1. Rulers
      2. Align and distribute objects using rulers
      3. Measure objects using the Measure tool
  4. Add content
    1. Text
      1. Add text to frames
      2. Threading text
      3. South-East Asian Scripts
      4. Arabic and Hebrew features in InDesign
      5. Create type on a path
      6. Bullets and numbering
      7. Insert MathML to create math expressions
      8. Glyphs and special characters
      9. Text composition
      10. Text variables
      11. Generate QR codes
      12. Edit text
      13. Align text
      14. Wrap text around objects
      15. Anchored objects
      16. Linked content
      17. Format paragraphs
      18. Format characters
    2. Typography
      1. Using fonts in InDesign
      2. Kerning and tracking
      3. Scale and skew type
      4. Apply color effects to type
    3. Format text
      1. Format text
      2. Auto Style text
      3. Work with Style Packs
      4. Tabs and indents
    4. Review text
      1. Track and review changes
      2. Add editorial notes in InDesign
      3. Import PDF comments
    5. Spell check and language dictionaries
      1. Check spelling, autocorrect, and dynamic spelling
      2. Create, add, and manage dictionaries and words
      3. Change dictionary preferences
      4. Duden dictionary
    6. Add references
      1. Create a table of contents
      2. Footnotes
      3. Create an index
      4. Endnotes
      5. Captions
    7. Styles
      1. Paragraph and character styles
      2. Map, export, and manage styles
      3. Object styles
      4. Drop caps and nested styles
      5. Work with styles
      6. Leading
    8. Tables
      1. Format tables
      2. Create tables
      3. Table and Cell styles
      4. Select and edit tables
      5. Table strokes and fills
    9. Interactivity
      1. Hyperlinks
      2. Dynamic PDF documents
      3. Bookmarks
      4. Buttons
      5. Forms
      6. Animation
      7. Cross-references
      8. Structure PDFs
      9. Page transitions
      10. Movies and sounds
    10. Graphics
      1. Understand paths and shapes
      2. Draw with the Pencil tool
      3. Draw with the Pen tool
      4. Apply line (stroke) settings 
      5. Compound paths and shapes
      6. Edit paths
      7. Clipping paths
      8. Change corner appearance
      9. Frames and objects
      10. Align and distribute objects
      11. Linked and embedded graphics
      12. Integrate AEM assets
    11. Color and transparency
      1. Apply color
      2. Use colors from imported graphics
      3. Work with swatches
      4. Mix inks
      5. Tints
      6. Understand spot and process colors
      7. Blend colors
      8. Gradients
      9. Flatten transparent artwork
      10. Add transparency effects
  5. Find and replace
    1. Find and replace text
    2. Find and replace fonts
    3. Find and replace glyphs
    4. Find and replace using GREP expressions and queries
    5. Find and replace objects
    6. Find and replace colors
    7. Search options to find and replace
  6. Share
    1. Save and access cloud documents
    2. Organize, manage, and share cloud documents
    3. View and manage versions in cloud documents
    4. Common questions about InDesign cloud documents
    5. InCopy on the web (Beta)
    6. Share and collaborate        
    7. Share for Review
    8. Review a shared InDesign document
    9. Manage feedback
    10. Invite to edit
  7. Export, import, and publish
    1. Place, export, and publish
      1. Publish online
      2. Publish online dashboard
      3. Copy, insert graphics
      4. Export to Adobe Express
      5. Export content for EPUB
      6. Adobe PDF options
      7. Export to HTML5
      8. Export content to HTML (Legacy)
      9. Export to Adobe PDF
      10. Export to JPEG or PNG format
      11. Import SVG files
      12. Supported File Formats
      13. Export and import User Settings
    2. Printing
      1. Print booklets
      2. Printer's marks and bleeds
      3. Print documents
      4. Inks, separation, and screen frequency
      5. Overprinting
      6. Create PostScript and EPS files
      7. Preflight files before handoff
      8. Print thumbnails and oversized documents
      9. Prepare PDFs for service providers
      10. Prepare to print separations
  8. Extend InDesign
    1. Automation
      1. Data merge
      2. Plug-ins
      3. Capture extension in InDesign
      4. Scripting
  9. Troubleshooting
    1. Fixed issues
    2. Known issues
    3. Crash on launch
    4. Preference folder read-only issue
    5. Troubleshoot file issues
    6. Unable to export InDesign file to PDF
    7. InDesign document recovery

Learn to export an InDesign document into EPUB format-Fixed Layout or Reflowable.

Export an InDesign document efficiently to EPUB format to enable users to view it on an EPUB reader. Select between reflowable and fixed layout formats based on your requirements.

A reflowable EPUB document allows the EPUB reader to optimize the content depending on the display device, making it ideal for e-Ink devices. This format allows readers to customize text font and size.

Fixed Layout format supports audio, video, and Edge content. It's suitable for graphics, text, audio, and video documents, making it perfect for children's books, cookbooks, textbooks, and comics. You can also export interactive documents that include controls such as navigation buttons, page transitions, animations, and hyperlinks to the fixed layout format.

Use the Export command to export a document in EPUB format.

  1. Open the document and select File > Export.

  2. Specify a location and File name.

  3. Select EPUB (Fixed Layout) or EPUB (Reflowable) in Save as type (Windows) or Format (macOS).

  4. Select Use InDesign Document Name as the Output Filename if you want the same file name, and select Save.

    The Export dialog box appears.

Note:

Currently, InDesign uses the XHTML file name as the page title for an EPUB (Reflowable) document. With the latest update, InDesign will select page titles based on one of the following criteria:

  • The first heading found in the content.
  • The first 50 characters in the file content, followed by a space and an ellipsis.
  • The title from InDesign file info metadata.
  • The XHTML file name without the file extension.

InDesign will select the page title based on Page <page number> for the EPUB (Fixed Layout) document.

InDesign creates a single .epub file containing the XHTML-based content. To view the file, you need an EPUB reader. You can also use the Adobe Digital Editions reader, which you can download free from the Adobe website.

The .epub file is essentially a .zip file. Change the extension to .zip and extract to view and edit its contents. This is quite useful for editing a CSS file.

Export options for EPUB Fixed Layout and EPUB Reflowable format

EPUB Fixed Layout format offers precise design control, ideal for image-rich content, while EPUB Reflowable format provides adaptable text for various devices, prioritizing readability and flexibility.

You can customize the following options based on your requirements:

General

Version

Version of the EPUB.

EPUB 2.0.1 is a standard by IDPF (approved in 2007). This format is supported on a wide variety of devices. (Reflowable Layout format only)

EPUB 3.0  Supports audio, video, JavaScript, and vertical Japanese text. This isn't supported on devices that don't support the EPUB 3.0 standard. EPUB 3.0 is an approved standard (by IDPF, 2011). This is available in both Fixed Layout and Reflowable Layout formats.

Cover
  • Cover image for the eBook. 
    • None: Select this if you don't want to add any cover image.
    • Rasterize First Page: Select this to allow InDesign to create an image by rasterizing the first page of the eBook to use as the cover.
    • Choose Image: Select an image file on your computer to use as the cover.
  • Alt Text (Reflowable Layout only): Alternative text (Alt Text) is a brief text-based description of an image or graphic. This text is used when the image is not rendered or to help screen readers. InDesign automatically populates the cover image information from the Metadata tab. This can be manually edited if you prefer to use different details.

Navigation TOC
  • Select the navigation option for EPUB Viewer TOC.
    • None (Fixed Layout only): Select this if you don't want to add any table of contents.
    • File Name: Select this to generate a table of contents based on the filenames.
    • Multi Level (TOC Style): Select this to generate a table of contents based on the selected TOC style. Specify the TOC style in the TOC Style menu to build the table of contents in the eBook.
    • Bookmarks (Fixed Layout only): Select this to generate a table of contents based on the bookmarks you create in the InDesign document.
  • Page Navigation (Reflowable Layout only): Select this option if you want to include page break information to help everyone find the same place, regardless of their device or settings.
  • Pagination Source (Reflowable Layout only): It identifies the origin of the page numbers, typically using the pageBreakSource property. 
    • None: Select this for the pagination without a source.
    • ISBN Number: Select this for the pagination from a source with a unique identifier.
    • Other Source: Select this for pagination from a source without a unique identifier.
  • Source: This is enabled only when you select ISBN Number or Other Source in the Pagination Source.

Options (Fixed Layout only)

Select the order in which page elements are exported.

  • Based On Document Setup: InDesign determines the spread control from settings defined in the Document Setup dialog box (File > Document Setup).
  • Convert Spread To Landscape Page: Converts the spread to Landscape layout.
  • Enable Synthetic Spreads: Enables the synthetic spreads in the document to be exported.
  • Disable Spreads: None of the spreads are exported to the EPUB output.

Content (Reflowable Format only)

Order: Select the order in which page elements are exported.

  • Based on Page Layout: The location of the items on the page determines the reading order.
  • Same as XML Structure: The order of the tags in Structure View determines the reading order. See Tag page items.
  • Same as Articles Panel: The order of elements in the Articles panel determines the reading order. Only the checked articles are exported. 

Split Document: (Reflowable Layout only)

Check to split the document while you export it to a reflowable EPUB.

  • Single Paragraph Style: Select any paragraph style from the drop-down to split the document based on that.
  • Based on Paragraph Style Export Tags: Split the document based on the paragraph style export tags.

Text (Reflowable Layout Format only)

Options

Remove Forced Line Breaks: Remove all soft returns in the exported eBook.

Footnotes

Footnotes

Select from the following options to choose the placement of footnotes.

  • End of the section (Endnotes): To convert footnotes to endnotes.
  • After paragraph: To place footnotes after the paragraph.
  • Inside a Pop-up (EPUB3): To place a footnote inside a pop-up.

If you add a footnote using the document footnote option and specify a rule, for example, weight is 10 points; then this horizontal rule is supported in reflowable EPUB on export.

Lists
  • Bullets: Select Map To Unordered List to convert bullet paragraphs to List Items that are formatted in HTML using the <ul> tag. Select Convert To Text to format using the <p> tag with bullet characters as text. If you have used native InDesign auto-bullets, sub-bullets are also included.
  • Numbers: Determines how numbers are converted in the HTML file. Select Map To Ordered List to convert numbered lists to List Items that are formatted in HTML using the <ol> tag. Select Convert To Text to convert numbered lists into paragraphs that begin with the paragraph’s current number as text.

 

Object (Reflowable Layout format only)

Preserve Appearance from Layout (for Graphic/Media objects)

Select to inherit the image object attributes from the layout.

Use Existing Image for Graphic objects

Select to inherit the existing attributes for graphic objects.

CSS

CSS Size: Select whether the CSS Size must be Fixed or Relative to Text Flow.

Layout: Specify the image alignment - left, center, and right. You can also specify the top and bottom padding.

Space Before: Enter the number of pixels for the space before an object. The range to enter the number of pixels is 0 to 10,000.

Space After: Enter the number of pixels for the space after an object. The range to enter the number of pixels is 0 to 10,000.

Insert Page Break: Insert page breaks with images. Page breaks can be inserted Before Image, After Image, or Before and After Image.

SVG Options

Select Use Existing Image for Graphic Objects to enable this option.

  • Select Embed Code to embed the html code of an SVG object into the file. 
  • Select Object Tags to embed the SVG object directly into the file.

Ignore Object Export Settings

Ignore Object Export settings applied on individual images. Learn how to apply object export options.

Conversion Settings

Format

Specify whether the optimized images in your document are converted to GIF, JPEG, or PNG. Select Automatic if you want InDesign to decide which format to use in each instance.

Resolution (PPI)

Specify the resolution of the images in pixels per inch (ppi). The higher the number, the better the resolution. While operating systems have standardized on either 72 ppi or 96 ppi, mobile devices range from 132 ppi (iPad) to 172 ppi (Sony Reader) to over 300 ppi (iPhone 4).
You can select a ppi value for each object selected. Values include 72, 96, 150 (average for all eBook devices today), and 300.

JPEG Options
  • Format Method: Specify how quickly JPEG graphics display when the file containing the image is opened in a browser. Select Progressive to make the JPEG images display gradually and in increasing detail as they are downloaded. Select Baseline to make each JPEG file display only after it has been downloaded. A placeholder is displayed until the image is downloaded.
  • Image Quality: Select the required image quality for each JPEG image created in the output.

GIF Options
  • Palette: This lets you control how InDesign handles colors when optimizing GIF files. The GIF format uses a limited color palette, which cannot exceed 256 colors. Select Adaptive (no dither) to create a palette using a representative sample of colors in the graphic without any dithering (mixing of small spots of colors to simulate additional colors). Select Web to create a palette of web-safe colors that are a subset of Windows and macOS system colors. Select System (Win) or System (Mac) to create a palette using the built‑in system color palette. This option can cause unexpected results.
  • Interlace: Load the images progressively by filling in missing lines. The image appears blurry and progressively sharpens as it reaches full resolution if you deselect this option.

PNG Options

Disable the image compression settings. Use PNG for lossless images or for images that include transparency.

HTML & CSS (Reflowable Layout format only)

Cascading Style Sheets (CSS) are a collection of formatting rules that control the appearance of content on a web page. You can separate content from presentation using CSS to format a page. 

Don't include classes in HTML

Select this option if you do not want to include classes in the HTML. It removes the class and id attributes present in the tag during HTML Export. Any redundant div tags present in the HTML are also removed.

Include classes in HTML

Select this option to include classes in HTML.

Generate CSS
  • Specify if you want InDesign to generate an external CSS for the exported file. If you export your document/book to EPUB without generating a CSS, only the classes associated with the styles are marked in the HTML tags. No overriding classes are created.
  • Page Margin: Add top, bottom, left, and right margins to your page in pixels. The range to enter the number of pixels is 0 to 10,000.

Preserve Local Overrides

Include local formatting such as italic or bold.

Include Embeddable Fonts

Include all fonts that are embeddable, in the eBook. Fonts include embedding bits that determine if the font is embeddable.

Add Style Sheet

Specify the URL of an existing CSS style sheet that will be used in the EPUB export.
InDesign does not check whether the CSS exists or is valid. 

Remove

Remove the selected style sheet.

CSS (Fixed Layout format only)

Add Style Sheet

Specify the URL of an existing CSS style sheet that will be used in the EPUB export.
InDesign does not check whether the CSS exists or is valid. 

Remove

Remove the selected style sheet.

JavaScript

Add JavaScript File

Specify the URL of an existing JavaScript. InDesign doesn't verify JavaScript existence or validity, so ensure your JavaScript setup is correct.

Remove

Remove the selected JavaScript.

Metadata

The metadata from the document (or the style source document if a book was selected) is included with the exported file.

General

Identifier

(Read-only) Every EPUB document requires a unique identifier. A unique identifier is automatically created and displayed.

Title

Enter the title of the EPUB.

Creator

Enter the name of the creator of the EPUB.

Date

Specify the date when the EPUB has been created.

Description

Enter a description of the EPUB.

Publisher

Specify the publisher information that appears in the eBook metadata. For example, you can specify a URL for the publisher.

Rights

Enter copyright information here.

Subject

Enter the subject of the EPUB.

Accessibility

Note:

It is recommended to use InDesign 19.3 and above for optimum use of accessibility features, as InDesign has fixed some critical issues.

Accessibility Metadata
  • Accessibility Feature: Provides a list of all the applicable accessibility characteristics of the content.
  • Accessibility Hazard: Provides a list of all the applicable hazards that can be physiologically dangerous to some users.
  • Access Mode: Specifies how information contributing to resource understanding is encoded in the resource.
  • AccessMode Sufficient: A list of single or combined access modes that are sufficient to understand all the intellectual content of a resource.
  • Accessibility Summary: Provides the summary of the content.

Accessibility Credentials
  • Conforms to: Specifiy the standards set by DAISY.
  • Certified by: Enter the name of the user.
  • Certifier Credentials: Enter the credentials of the user.
  • Certifier Report Link: Enter the link of the report generated.

More Accessibility enhancements: 

InDesign has added Table and Figures support partially. More to come soon!

  • Table support ensures that tables are properly structured with headers and data cells, making them navigable by assistive technologies. InDesign now supports column headers.
  • Figures support ensures that images, charts, and diagrams are accessible to everyone, including those with visual impairments. InDesign now supports figure and figcaption tags together as one group if you generate them using InDesign. The figcaption element now allows assistive technologies to announce the caption as soon as the reader enters the figure.
  • Live Captions are also supported now.

Viewing App

System Default

Select this option to open the EPUB with the system default application for EPUB files.

Add Application

Select the application installed in your system that can read EPUB format.

Remove

Remove an added application.

EPUB Application 

Version  

Supported

Not Supported

Apple iBooks (macOS)

1.0.1

Yes

Oxygen (macOS and Windows)

14.1 (macOS)

15 (Windows)

Yes

Kindle Previewer (macOS and Windows)

2.92

Yes

Sigil (macOS and Windows)

0.7.4

Yes

Kindle (macOS)

1.10.6

No

VitalSource Bookshelf (macOS)

6.2

No

Apple Book Proofer (macOS)

1.0.1

Does not accept EPUBs with embedded fonts

Adobe Digital Editions (Windows)

3.0.86137

Yes

Calibre (Windows)

1.26

Yes

Azardi (Windows)

2.0

Yes

Kobo (Windows)

3.6.0

No

Text support

The following text options are supported when creating documents for export to the fixed layout format:

  • Text is not rasterized. This implies live text is searchable and selectable
  • Live text can be scaled horizontally and vertically
  • Tab leaders can be included
  • Language attributes are marked up on tags
  • Tags are marked up with CSS classes
  • Hyperlinks and cross references on text are supported to URLs, text anchors, and pages

Limitations:

  • Kerning is not supported on an individual glyph and is distributed as letter spacing across all the letters of a word
  • Alternate glyphs generated by OpenType features, including small caps, all caps, and fractions are not supported due to limited device support
  • Middle Eastern right-to-left text frames remain not properly supported

Japanese text support

The following Japanese feature options are available for export to the fixed layout format:

  • Ruby text is live and not rasterized in the output
  • Warichu is supported in Live text
  • Character rotation is supported in Live text
  • Composite fonts are supported
  • Vertical Text Frames are supported including rotated glyphs

Limitations:

  • Japanese Tate-Chu-Yoko is not supported in vertical text frames
  • Japanese ideographic characters lose their positioning when True Type fonts are used
  • Japanese Kenten font is rasterized in live text

The following hyperlink options are supported when creating documents for export to the fixed layout format:

  • Text-based hyperlinks and cross references
  • Object based hyperlinks
  • Hyperlinks to Pages for both text- and object-based hyperlinks

The export process provides the following navigation capabilities in the EPUB output:

NAV landmarks

NAV landmarks are generated for both fixed Layout and reflowable formats based on the values for epub:type specified in the Object Export Options dialog.

Only the first occurrence of the value is added to the landmarks.

EPUB 2

InDesign provides support for the EPUB 2 section in the OPF file. InDesign automatically detects the cover and the print Table Of Contents option. To determine the text type, InDesign uses the epub:type values specified in the Object Export Options dialog.

NAV page-list

(Fixed Layout format). InDesign generates a page-list by mapping the page number strings to the XHTML files that are generated from that page.

CSS generation for a book

When you export a book to EPUB, the export process generates a CSS for each document in the book. Each document CSS defines the styles that are unique to the document. The process also creates a master CSS that includes the common styles used across the documents in the book.

Object Export Options

Use the options in the Object Export Options dialog to specify how the objects in a document are handled during the EPUB export.

  1. Open the Object Export Options dialog (Object > Export Options) and go to the EPUB and HTML section.

  2. Choose from the following options in the Preserve Appearance From Layout list:

    Default

    Handling of the Object is determined by the settings in the Export Dialog.
    For the reflowable format, this is controlled by the settings in the Conversion Tab.

    Use Existing Image for Graphic objects

    If the Object contains an image, and the image is compatible with EPUB export (JPG, PNG, GIF), then the container is styled using CSS and the image is not processed.

    Rasterize Container

    This is equivalent to Preserve Appearance From Layout in the Reflowable Export/Conversion section. The whole object is rasterized, thus preserving its appearance. If the object is a text frame, the text will no longer be live.

    Rasterize Content

    The content of the object is rasterized thus the styling of the object or container is controlled by CSS and not may not entirely display like it did in InDesign.

  3. (Reflowable EPUB) Choose from the following options in the Size list to maintain the aspect ratio of an object, such as an image that has no internal fixed content:

    None

    No CSS width or height is generated for the tag mapped from the object. The size of the object is determined by the internal content, if any, according to the CSS rules, the aspect ratio is not maintained.

    Default

    The settings in the Export dialog/ Object tab determine the CSS Size.

    Fixed

    The CSS Size is determined by calculating the dimension of the object in points and defining the same dimensions in the CSS as pixels. The aspect ratio of the object is maintained.

    Relative to Text Flow

    The CSS width is determined by taking the width of the object and expressing it as a percentage relative to the width of the text frame containing the text flow. The aspect ratio of the object is maintained.

    Relative to Text Size

    The CSS height is determined by taking the height of the object in points and converting it to ems at 12pts per em. The aspect ratio of the object is maintained.

    Custom Width/ Height

    Valid CSS units are cm, mm, in, pt, %, px, vh, vw, vmin, and vmax. The aspect ratio of the object is maintained.
Note:
  • These options don't apply to the main flow text frames.
  • Objects containing Edge Animate don't support relative measures.

EPUB resources

Use the following links to learn about EPUB format.

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Create and publish ebooks, brochures, flyers, postcards, posters, interactive page layouts, and more with Adobe InDesign.

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