In this tutorial you will be generating a portfolio using InDesign. 

InDesign is useful for publications intended for book format. You might think about your porfolio as a bound book. 

Before beginning to generate a template, it is best to have in mind an idea for the graphics. The steps described below may not be suitable for the ideas you intend to explore. The steps are simply to get you started in thinking about how to lay out your portfolio.

If you haven't already, take a look at the content on the Portfolio page.

PF.1. Begin by watching the video below. In the video the format for the portfolio is 8-1/2" x 11" in landscape orientation. However, this may not work for your plans for printing because it would require a 22" wide sheet of paper which is expensive. Two sheets are often printed side-by-side on one sheet of 11" x 17" paper. Print shops can fairly easily print on 11" x 17" sheets. For printing on 11" x 17" sheets you need to use the portrait orientation for an 8-1/2" x 11" sheet or something smaller. You could, for example, have an 8-1/2" x 8-1/2" format.

The video above also describes a way of bringing in images by cutting and pasting them. This can lead to a very big file. It may be better to link the images instead of pasting them directly into the document.

For the following videos, keep in mind that the narrator is using a Mac. The interface is slightly different than the PC's in the lab, but conceptually, the videos provide a good overview of the process.  

Creating an InDesign Portfolio for Print, PDF and the iPad. Our interest here is generating a portfolio for print. 

Adding your Work to an InDesign Portfolio. This video shows how to add images and text.

Publishing Print and Interactive PDF Portfolios. We are more interested in printing to pdf. The video discusses this up to about the 08:00 minute mark.

PF.2. Open InDesign. Create a new InDesign document. Save the file so that it includes your name + Portfolio. Jill Lumber would name her file JillLumber_Portfolio. Use all of the default settings except you may want to alter the page size and sheet orientation (landscape or portrait). Generally, it is recommended that your portfolio be Letter-sized or smaller. Transfer institutions may restrict the size of the portfolio.

PF.3. Change the Units to Inches if you prefer working in inches. To change this right-click on the ruler and select your preference for units. You can also change the units and other settings by clicking on Preferences which you will find at the bottom of the Edit menu.

PF.4. First, design a cover page. Generate a background color. Using one of the two rectangle tools make a rectangle larger than the sheet. 

PF.5. To assign a background color go to the Fill tool. You can select a preset color, but it would be a good idea to create generate a swatch that you can adjust and reuse. To create a swatch click on the 

PF.6. Uncheck the Name with Color Value box. Give a name to your new Swatch. Adjust the color settings as necessary.

PF.7. Double-click on the swatch to edit the color. The Stroke is the border that surrounds the rectangle. You will find that icon directly below the fill color. If you do not want a border, change the stroke to none.

PF.8. Add text as needed to your cover page. Your name should appear on the cover of your portfolio, but you might also consider your address or other contact information. Is the word "Portfolio" necessary? The font is your choice (of course), but keep in mind that text should be legible, and it is recommended that it is not highly decorative. Change colors and generate swatches as described above.

PF.9. If you wish to add an image to the cover of your portfolio, you can cut and paste the image from Photoshop. You can also generate frames as described in the videos above using the Rectangle Frame tool shown below. This tool is useful because it introduces consistent spacing between multiple images. Keep in mind that by clicking on the right arrow key you can add frames. By clicking on the up arrow you can stack frames vertically.


PF.10. You can then begin to add images to the frames. The video explains the use of the Bridge. This may not work as well for us because we can not save to the machines in the lab, but it is worth exploring. Another alternative is to paste images into the frames. That brings an image into the frame. You can copy and paste the images by opening them in Photoshop pressing Ctrl + A and Ctrl + C. Then in InDesign, if you right click on the frames, you will see the option to Paste Into. Keep in mind that this method will make the document quite large if it contains many images.

A third alternative is to link the image to the file. It is important that the image is in the same folder as your InDesign file and that you keep these files together in that folder. To link the file to the frame, you drag the image to the frame. In the image below, a file was dragged to the frame. The image file name now appears under the Links panel on the right.

If you insert an image, be careful not to stretch the image along one axis. This can distort the proportions. Instead, stretch from the corner of the image and hold down the Shift key. This constraints the proportions. 

PF.11. Double-click on the image to shift it within the frame. A cyan box will appear as shown below. You can also right-click on the image to see Fitting options. 


PF.12. Once you are finished with your cover page, add two new pages. 

PF.13. Click on the A-Master to format the pair of pages that will be applied to all new pages. For information on working with master layouts visit this page: About masters, stacking orders and layers.

PF.14. Add columns as needed to the two pages. These columns will affect all new pages.

PF.15. Go back to pages 2-3. Add graphics, text and image content to the page. You can create multiple master layouts by right-clicking on a master page and selecting Duplicate... or New..., but it is ok to have one pair of master pages that applies to all of the pages. To apply a master layout to a page right-click on the page and select.

PF.16. When you have completed the page, you are ready to print to pdf. Instead of using the print command, use Export. 

PF.17. Change the settings to Adobe PDF (Print). Name the file with the same name as the InDesign file. Path to your external device or desktop. Accept the default settings and click on the Export button. 

PF.18. Upload the Indesign file and the pdf to your folder on the Google Drive. You may want to generate a new folder to house these files within the course file. 

PF.19. Upload all content to your Google Drive folder. This includes both the InDesign files and the pdfs. It is highly recommended that you upload all images that you use to the Google Drive as well. 

PF.20. This link offers help with printing a booklet. There is a video that discusses printing to postscript, but the video below walks you though how you would print to a pdf using Cutepdf which we have in the lab.