3.2 Setting Up Your Proposal: Part Two
It's important to get the prep right for your proposal document before you start incorporating content or style. In this lesson, you'll learn how to correctly set up master pages, sections, and page numbering, as well as creating organised layers for your document.
1.Introduction3 lessons, 07:37
2.How to Adapt a Proposal Template6 lessons, 26:11
3.How to Create and Design Your Own Proposal Layouts11 lessons, 1:05:55
4.Conclusion1 lesson, 03:08
3.2 Setting Up Your Proposal: Part Two
Hi there, welcome back. So here we have our proposal in progress document open in InDesign. And our next task is to get some of the basics of the proposal sorted out. So these include the master pages, the sections and numbering in your proposal and also the layers in your InDesign document. These are the things that are gonna make your life way easy down the line when you start designing. So it's well worth taking just a bit of time to get this set up before you get into the more creative work. So let's start with the master pages in our document. So as we now know, these are the best places to put content that you want repeated across a number of pages. So that includes page numbers and possibly running headers as well. So for this proposal, we're going to set up just one master spread. So head over to the pages panel and double click on the A master at the top, which has already been created views a pair of facing pages. Zoom into the top left corner of the left hand page and switch to the type tool by hitting T on your keyboard. Create a text frame essentially between the top margin line and the top edge of the page, with the left edge just extending past the left margins slightly. So type in a space and then a forward slash, another space and then a header which would usually be the title of the documents. So for now let's have Project Proposal. Set your type cursor at the start of the phrase and here's the perfect place to drop in a page number. So go up to Type, Insert Special Character, Markers, and Current Page Number, awesome. So now, we want to make a copy of this text frame for the right-hand page. So edit copy, and edit paste the frame, and then move this second frame over to the right page. And InDesign will guide you with the same alignment. If you want to get a perfectly lined up to match the left hand page, you can pull out guides in the left hand ruler to mark out the margin and a second for the left edge of the text frame. Then select both of these guides and copy and paste them and move them over to the right page, just like that. And you can shuffle that text frame into a mirrored position, great. We'll come back to these headers in a few lessons time and format them with a nice font and a different color swatch. But for now you just want to have the basics in place, so, that's looking really good. If we go back to the pages panel, we can see that by default the A master that we've just been working on is applied to all the pages in our document. But we don't want the page numbers to appear on the front and back cover of our proposal, which are going to be these two single pages, page 1 and page 10. And also we're not going to need page numbers for the intro pages of our document like the contents page, for example. So that's no problem, we can drag down the non master which is up here at the very top of the pages panel. And drop that onto pages 1 2, 3, and 4, and then down also onto page 10. So now, we just have the page numbers and headers on the relevant pages of our documents, awesome. To continue organizing our document, the next thing to do is to decide how we want the documents to be sectioned-up. So for most proposals, this doesn't need to be that complicated. Mostly, we'll just need numbered sections throughout the main body of the document which starts after the contents page. So let's look at how to do that. Let's say we want page 1 to actually start here on page 5. So to do that right click on page 5 and choose Numbering & Section Options. Check Start Page Numbering at, and put in 1 and click OK. And you might get a warning about repeating the same page number twice in your document, that's okay, we gonna solve that out. So now right click on the first page of your document at the top, and again, choose Numbering & Section Options. Choose Start Page Numbering at, and as we did before, put in 1. But this time, onto the page numbering options, choose something different from the style menu. So it might be A, B, C, D or Roman numerals. I'm going to go for a lowercase Roman numerals and then click OK. And now you got two sections set up in your document with page 1 beginning after the contents page, which we're going to place on the spread before that. Our housekeeping tasks are nearly over. There just one more thing to do and that is to set up the layers in our document. And this is gonna mean that we keep all the content on our pages organized as we design. So to do that, go to the Layers panel. And remember that we've already placed some text on the master pages on this layer. So let's double click on layer one and rename it text, okay? Now click on the create new layer button at the bottom of the panel and double click on that, and let's rename this one, Background. Let's repeat, create another new layer above that. And let's call this one Photos. And define a new layer at the top, which we're going to call Shapes. And because we want some of the text, like page numbers for example, to always feature above other content. Let's grab that Text layer and drag that up to the top of the sequence, awesome. Okay, great job. So the basic bones of your proposal are now in place and you're ready to start moving on to more fun and creative tasks. So make sure to save your document. In the next lesson we're going to look at how you can get your creative juices flowing and find some creative inspiration for your design. It's going to be fun, so stick around and I'll see you over there in the next lesson.