For my latest roundup of clever little hints to help speed up your workflow, I’ve aimed my designer vision squarely at Adobe InDesign CS6. Specifically, the Data Merging feature, which lets you quickly customise a document, much like Mail Merge but for whole elements of layouts, and Print Booklet – an oft-overlooked tool for producing professional printed proofs. Enjoy!
Data Merging in InDesign CS6
I’ve used the Data Merging feature in Adobe InDesign CS6 a few times before, but was reminded of just how effective it is recently when a particular job came up. We were asked to create and print 50 proposal documents in-house to send out to companies, with personalised company logos, contact names and company names on each of the 15 pages. Initially the designer involved thought they’d have to create 50 documents, and each one would have to be manually put together – placing 50 logos and ‘finding and replacing’ company names. But the neat little Data Merging script meant we could cut out that tedium. Here’s how it works:
– You’ll find the panel under Windows > Utilities > Data Merge in InDesign CS6.
– Using this panel will allow you to assign areas of an InDesign document with tags that link back to a CSV file. The CSV file should contain all the personalised elements you require.
– The small example below shows we need to personalise a full company name, company name (shortened version is applicable) and we want to add a photo change – in this case a company logo.
– Once we have the CSV file with our 50 companies, we need to load it into the Data Merge panel. Go to the flyout menu and click ‘Select Data Source…’, then find your CSV file.
– The fields from the CSV file should now appear in the Data Merge panel.
Print Booklet in InDesign CS6