Using InDesign with Brightspot

Editors perform this task.

Overview

The following steps describe a full synchronization cycle between Brightspot and InDesign.

Tip

As a best practice, create an InDesign template that has text frames and rectangles marked with tags that correspond to fields in Brightspot’s content edit forms. Editors can then easily start new InDesign documents that have the correct tags. For more information about InDesign’s templates and tags, see Templates and presets and Tag content for XML.

For a video that demonstrates the Brightspot-InDesign synchronization, watch Digital-to-Print: The Brightspot InDesign Integration.

The following sections describe the synchronization in detail.

Step 1: Create a workflow

Collaboration is a big part of the synchronization between Brightspot and InDesign. To facilitate that collaboration, create workflows for your InDesign content types in Brightspot that represent the interactions between a designer, editor, and other roles in your publishing organization. The following illustration is an example of a comprehensive workflow that manages collaboration from initial design review to final publication.

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For detailed information about creating a workflow, see Creating workflows.

Step 2: Create content in Brightspot

Create content in Brightspot. As you create content, be aware of the fields you can export to InDesign. For example, you may write an article that includes a headline, body, and lead image, but the InDesign document may accept only the headline and body.

Step 3: Start a new tagged document in InDesign

  1. Open InDesign. The Brightspot CMS panel appears. (If the panel does not appear, open it by selecting Window > Extensions > Brightspot CMS.)

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    Brightspot CMS panel in InDesign

  2. Start a new document from a template that has the text frames and rectangles marked with tags.

Step 4: Import items from Brightspot to InDesign

  1. In the Brightspot CMS panel (see illustration Brightspot CMS panel in InDesign), configure the URL you use to log in to Brightspot by doing the following:

    1. Click settings. The Configuration panel appears.

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    2. Enter your Brightspot tool URL. For example, if you log in to Brightspot at https://www.mybrightspot.com/cms, enter that URL in the Configuration panel.

    3. Click Update. A confirmation message appears.

    4. Click settings to return to the login panel.

  2. Enter your Brightspot username and password, and click Log In. The Get Started panel appears.

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  3. Select the template that corresponds to the InDesign document you created in Step 3: Start a new tagged document in InDesign.

  4. Click Create. A panel appears.

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  5. In the Name field, enter a name Brightspot uses for the InDesign document.

  6. From the remaining list boxes, select the assets you want to import from Brightspot.

  7. Click Design. (Your version of Brightspot may have a different button depending on the workflow.)

  8. Save the InDesign document.

InDesign imports the Brightspot items into the document.

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Step 5: Synchronize changes between Brightspot and InDesign

Changes you make in InDesign appear in the corresponding item in Brightspot, and vice verse.

Synchronizing changes made in InDesign

This section describes how to export changes made in InDesign to the corresponding item in Brightspot.

  1. Make changes to the InDesign document.

  2. Click Save. The changes appear in the Brightspot CMS panel.

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  3. In the Brightspot CMS panel, do the following:

    1. Select the changes you want to accept.

    2. Click Workflow. The Workflow panel appears.

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    3. Enter a comment, select the role, and click a transition.

InDesign exports the changes to Brightspot, and an editor can view those changes in the content edit form.

Synchronizing changes made in Brightspot

This section describes how to export changes made in Brightspot to the corresponding object in InDesign.

  1. In Brightspot, open the InDesign item in the content edit form. The content edit form lists the items in the corresponding InDesign document as well as fields for each object. (Brightspot applies a content lock to the InDesign document to prevent editors from overwriting each others’ changes.)
  2. Edit the fields as required.
  3. Click visibility to view a PDF of InDesign’s rendering of your changes.
  4. Click Workflow. The Workflow widget appears.
  5. Enter a comment, select the role, and click a transition.

Brightspot exports the changes to InDesign, and a designer can view those changes in the Brightspot CMS panel.

../../../_images/sync-changes-bsp-to-id.png

See also: