This article will guide you through your first InDesign upload into produce. It will be a very simple guide focusing on the essentials to get a document uploaded and will not include advanced features or functions.
In this guide I will add references to other guides that may be relevant, but you should not need any additional references to complete these steps.
Prerequisites
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InDesign upload must be enabled for your solution. If you wish to start using this feature, contact your CSM, AM or project manager.
You can see if this is enabled for your solution by checking the new template section here: - Some prior knowledge of InDesign is needed. Even if our guide here will be quite simple, you need to have base knowledge of InDesign to add the plug-in, setup a document and add items and create your design.
- You need to get our InDesign plug-in from the Adobe exchange (it is free to use once you have the feature enabled in your platform).
- You need the correct permissions in the Papirfly platform to upload files to Produce. Which group memberships you need may vary, but typically the group is called "Admin" or "Configurator". If you are uncertain, contact your platform owner (owners of the platform in your organization), your Customer success manager or Project manager
In InDesign:
Make sure you have installed the plug-in.
After installing, you may need to restart your InDesign software. When installed, it should appear here:
There are no log-ins or accounts needed to just use the plug-in and create the package. It works as an exporter which creates a file for you that later may be uploaded into Produce.
Create your document in InDesign
Create a document of any size. Add one or more image frames.
Recommended content for your first upload:
- Background image
- Shape with color fill
- Image frame
Note: You may use text blocks in this first test upload also, though note that there are some items you wish to look into later when it comes to working with text.
Optimization and setup guide for InDesign documents: See this guide
Once you have a simple base document, we can continue to the next step.
Create a package
Now we need to open the plug-in as the next steps are done in there.
Since we have a very simple document, the only setting we need to adjust is inside "template settings"
Change the "Template name" to anything that makes sense for you. In this example, I named it "Simple document".
Click the save button to confirm your choice.
All you need to do now is click "export"
You will get a processing screen. Once the bar fills up, you will be asked to save the package to disk. Put it somewhere you can find easily later as this file we will be uploading into produce in the next step.
Uploading the document into Produce
This next step is done inside the Produce application.
In your platform, find the product selector and open produce.
Navigate to the template section and click "new template".
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In the modal, make sure to fill in the "name" field, then click on the "design" tab.
Click on the "design file" tab, then click on "browse" to open the file selector.
Select the file you exported from InDesign and click open.
You will see a processing window with a loading bar. Once this finishes, you see this window:
Click "Finalize in editor" and now your document is uploaded into Produce.
In your Produce application, the template should show up and you can celebrate that you have completed your first template upload.
What happens next
The file you uploaded needs to be configured and managed so that it becomes a usable template for your users.
Note: Images are not imported so you need to upload your image files into one of your Place archives and and add them to the template.
Following is a couple of guides for more advanced document creation, how to configure your template and how to manage visibility and access:
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