Creation Rules For A New Template

5 Key Points

  1. Install the Wedia Plugin

  2. Opentype fonts

  3. Styles (at least one paragraph style)

  4. Layers

  5. Check for no errors

The naming of styles and layers must be in accordance with the naming convention.

Naming convention

 

 

About Styles

  • Apply at least one paragraph style per text frame

  • Create your paragraph styles first and the character styles in addition

  • Don’t leave overrides ⇒ create character styles

  • Remember the users will see them in the platform

  • Avoid files in paragraph and character styles

About Layers

  • Place the frames you need to lock in a specific layer

  • Don’t forget to actually lock it

  • Using a color code can help, especially if you are a team working on it

We recommend you to use a "red/green" color code

About the final check

  • You must have the message "No errors" at the bottom of your InDesign’s interface

     

  • Make sure there are no overrides in the frames
    ⇒ Make sure there is no "+" on your paragraph style when you select the text in a frame

     

  • Make sure there is no unnecessary weight: your file will be handled through Internet (image file sizes)

  • Delete all the unused styles, swatches etc.

Recommendations

  • Open the frames: Always wonder "what will happen if the text needs to be longer".

  • Remember: the Tag marker is a character

    • Never leave a line break at the end of your text! This would create an overset.

    • Always open your table text frames.

  • Integrate the bullets in the paragraph style to prevent the users to write "Dingbats" and to be confused.

  • Anticipate their needs: Users always need "bold", "italic", "superscript"…​

  • Anticipate your needs: base your style sheets on each other to benefit from the domino effect if you need to change something