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<ul class="navigation"><li class="prev"><a accesskey="p" class="prev" href="WSAE96746C-A394-472e-BB32-CAF82B3668A6a.html" title="Best practices for working with managed files"><img src="images/blank.gif" alt="Previous" width="17" height="17" /></a></li><li class="next"><a accesskey="n" class="next" href="WSa285fff53dea4f8617383751001ea8cb3f-7d4ba.html" title="Enter user identification"><img src="images/blank.gif" alt="Next" width="17" height="17" /></a></li></ul><div class="hierarchy"><a href="WSa285fff53dea4f8617383751001ea8cb3f-7d52a.html">Sharing content between InCopy and InDesign</a> /
     <a href="WSa285fff53dea4f8617383751001ea8cb3f-7d51a.html"><b>Understanding a basic managed-file workflow</b></a> 
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                <h1>
                    Managed-file workflow examples
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                <br clear="both" /><div id="minitoc"><div class="t"><div class="b"><div class="l"><div class="r"><div class="bl"><div class="br"><div class="tl"><div class="tr"><div><h3>Contents [<a href="#" onclick="return toggleMiniToc('minitoc-links', this);" class="hideLink">Hide</a>]</h3><ul id="minitoc-links"><li><p><a href="#WS9173F0FB-F598-49d6-9BFF-4EC3A7CA8BBFa"><h4 class="topictitle4">Local server workflow</h4>
</a></p></li><li><p><a href="#WS546EA398-B099-4cda-BACE-7865C52FD42Ba"><h4 class="topictitle4">E-mail package workflow</h4>
</a></p></li></ul></div></div><br clear="both" /></div></div></div></div></div></div></div></div><br clear="both" /><div><div class="section"><p>When
you establish workflow management between InCopy and InDesign, writers
and editors can compose, rewrite, expand, and edit documents at
the same time that designers prepare the layout. Common workflows
include managing files on a local server, sharing files via e-mail
packages, or using some combination of the two methods.</p>
<p>These
workflows assume that you have a basic InDesign template with layout geometries,
styles, and placeholder text. Layout geometries include page dimensions
as well as text and graphics frames. InCopy uses these items to
show proper copyfit information.</p>
</div>
</div>
<div id="WS9173F0FB-F598-49d6-9BFF-4EC3A7CA8BBFa" class="nochunk"><a name="WS9173F0FB-F598-49d6-9BFF-4EC3A7CA8BBFa"></a><h3 class="topictitle3">Local server workflow</h3><div><div class="numbered"><h4 class="sectiontitle">1. In InDesign, create assignments and add content to them.</h4><p>This step incorporates
exported text and graphics frames into the managed process, where
they become available to InCopy users for writing and editing.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">2. Make the assignment files available to InCopy users.</h4><p>Save the files to a server
that all workflow users have access to.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">3. In InCopy, open the assignment file, and check out and edit a story or graphic.</h4><p>In InCopy,
the files containing content assigned to you appear in the Assignments
panel. Whenever you save the file on a local server, the changes
are saved on the file system and anyone working on that document
(the InDesign layout or another managed content file in the document)
receives notification of the changes. Those users can update the
content to view the latest changes. The content remains checked
out to you until you check it in. </p>
</div>
<div class="numbered"><h4 class="sectiontitle">4. In InDesign, work on the layout.</h4><p>Regardless of whether the content files are being
edited in InCopy, InDesign users can work on the document layout;
they don’t have to check out the document. Whenever the InCopy user
saves the checked-out content, the InDesign user can update that
content within the layout to see the latest revisions.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">5. In InCopy, continue working.</h4><p>When
finished with your edits, check in the content. Other users are
then able to check out the content and work on it. If a user is
modifying the layout in InDesign simultaneously, you can update
and view the layout geometry as you work.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">6. In InDesign, make sure that all the content is checked in.</h4><p>The managed workflow
makes it possible to know who has checked out files. After content
files are checked in, InDesign users can check out the files to
finalize the layout as necessary. </p>
</div>
</div></div>
<div id="WS546EA398-B099-4cda-BACE-7865C52FD42Ba" class="nochunk"><a name="WS546EA398-B099-4cda-BACE-7865C52FD42Ba"></a><h3 class="topictitle3">E-mail package workflow</h3><div><div class="numbered"><h4 class="sectiontitle">1. In InDesign, create and send assignment packages.</h4><p>Create assignment packages
and assign contents to the appropriate InCopy users, and then send
the packages to the InCopy users. The packaged files are automatically
checked out to help avoid editing conflicts.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">2. In InCopy, open the assignment package, and check out and edit a story or graphic.</h4><p>If
you receive an assignment package in e-mail, double-click the package
to open it in InCopy. Changes you make to the file are saved only
locally. Other users are not notified when you make changes.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">3. In InDesign, work on the layout.</h4><p>Regardless of whether the content files are packaged,
InDesign users can work on the document layout; they don’t have
to check out the document. If you need to update the layout or assignments,
you can send an updated package to the InCopy users.</p>
</div>
<div class="numbered"><h4 class="sectiontitle">4. In InCopy, return the edited package.</h4><p>When finished with your edits, check in the
content and return the modified package. Other users are then able
to check out the content, view the latest revisions, and work on
the file. </p>
</div>
<div class="numbered"><h4 class="sectiontitle">5. In InDesign, make sure that all the content is checked in.</h4><p>The managed workflow
makes it possible to know who has checked out files. After assignment
packages are returned, stories in assignment packages are checked
in. InDesign users can check out the files to finalize the layout
as necessary. </p>
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