From InDesign to. . .?
I recently designed a business proposal for a company as part of some freelance. They gave me all of the copy to use, but they customize their proposals to tailor to the specific client, so they need to be edited for each new proposal. The problem is, I designed the proposals in InDesign, and the company wants to be able to edit the proposals on their own (when they’re on the road, etc.).
They don’t own a license of InDesign, and buying copies for each person would probably be overkill since all they would use it for would be to edit these proposals. They want me to migrate my design to Word so they can edit it, but I don’t have much experience with Word templates, and I feel it would be a lot of work with the way the spreads are laid out.
Is there a better option for converting an InDesign document design to something that common, everyday users can edit?


















19.Apr.2007 8.45pm
you could convert the design to Acrobat PDF and make the text editable in Acrobat Pro. I don’t know how to do it myself, but check on Adobe’s site
19.Apr.2007 10.49pm
You could probably just subcontract producing the word templates out to someone who specializes in desktop publishing with Word.
20.Apr.2007 5.24am
Have the person who is setting up the InDesign documents - EXPORT it to text and save it that way for you - then your client can read it in Word...
20.Apr.2007 6.43am
Word is the answer. As jpad notes, find a solid MS Office person to help you.
20.Apr.2007 6.52am
You can make editable text fields in Acrobat Professional that they can use to insert their own information using embedded fonts. I’ve worked on such a project where a B2B client inserts their own phone number at the bottom of a PDF using an editable text field.
It appears in this menu: Tools/Advanced Editing/Text Field Tool.
20.Apr.2007 7.33am
While my initial instinct would be to suggest Acrobat Pro as well, it’s not cheap either. I’ve set up a few templates in Word to be filled in by clients — if you set them up using fixed-height table cells, you can actually do some pretty good work with them.
20.Apr.2007 8.03am
Hello!
http://www.macosxhints.com/article.php?story=20060922085201340&query=ind...
20.Apr.2007 10.18am
I just tried the above (Clauses’) trick. I very nearly worked. I had an InDesign document with Freight Sans Book, and although it said the right font in the Word formatting palette, it still looked like TNR. I changed the font for the text and now it looks the same. A very useful tip, thanks!
20.Apr.2007 10.34am
Brad’s suggestion seems the most logical to me. I’d suggest that route as well.
Interesting read, Claus, thanks!
20.Apr.2007 4.25pm
At my day gig, we often use PDF background images (converted to EPS files) inside Word for letterheads, forms, etc. Works great.
—Michael.
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// love what you do or do something else. //
Michael Ebert — graphic designer, jazz saxophonist, horror movie devotee
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23.Apr.2007 8.19am
If the client wants it in Word then do whatever it takes to give it to them in Word.
If you supply them something which requires a new program installation and learning then you will be the one they blame when anything does not work as it should or the way they are used to, even if it’s their own stupid fault.
23.Apr.2007 8.41am
Has anybody run into this problem: I created a Word template for a designer with a header and footer from her letterhead, which I did in Quark. I converted them to jpeg to place in the Word file. When she opens the file the header and footer are greyed out. They look fine when you print them, but is there a way to make sure they appear black in the file on screen?
23.Apr.2007 8.46am
What sort of View is she using? If it’s Normal, you won’t see it at all, but in Page, they will appear as light grey. To be honest, I haven’t played around with the other options, but one of them might have them in black.
It is more than a little disconcerting for clients when things like this happen, and we get stuck having to explain “it’s not you, it’s the program....” ;-)
23.Apr.2007 9.59am
Pattyfab, I think it’s supposed to be a feature, not a fault.
Elements in the Header and Footer will not be visible in Normal View. They will appear greyed in Print Layout View but will appear correctly in Print Preview.
If you want imported pictures to appear correctly while editing the document you could...
Insert > Picture > From File > Then right click on the imported picture > Format Picture > Layout > Select ’Behind Text’ > Advanced > Picture Position > Select Horizontal and Vertical ’Absolute Position’ and specify distances to the right of and below ’Page’.
This should stop the picture moving around with the text, but it does mean the user could move or resize it. Maybe there is a way it could be ’locked’?
23.Apr.2007 10.41am
Jon, thanks. I tried your suggestion above and it worked. It looks like the client would have to do a lot of fancy stuff in order to move these elements, so hopefully they will remain fixed in the doc.