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Photoshop-InDesign-Illustrator as One
Bart Van de Wiele
www.bartvdw.com
Twitter @bartvdwiele
Adobe Photoshop CC techniques
Using native le formats like .PSD les when working with InDesign and Illustrator can give you huge benets, under the
right circumstances. Lets take a look at a few examples.
Using Layer Comps
You can save multiple iterations of the same Photoshop document by saving something called a Layer Comp into the le. A
Layer Comp represents a set of layers with specic properties, allowing you to save dierent versions of a design in the same
le. For example, say you want to create a version of your design where some layers are hidden and others are revealed, or
where a layer is positioned dierently, or where a layer is using a dierent Layer Style. Its possible to save all these dierent
versions as a named preset, which we call a Layer Comp.
Layer Comps are interesting because they can be referenced when placing the .PSD le into Adobe InDesign, Illustrator or
other Photoshop documents. To build a Layer Comp, follow these steps:
1. Choose Window > Layer Comps.
2. Click the “New Layer Comp” button at the lower right of the panel.
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3. Clearly name your Layer Comp and choose the appropriate options.
E.g. choose whether you want to “record” the current layer visibility,
location or layer styles.
4. Click “OK” to close.
5. Now update the layers in your Photoshop document to represent a
second version of your le. E.g. by hiding or revealing specic layers,
changing the settings of a Drop Shadow eect, or moving a layer to a
dierent position.
6. Now repeat the steps above to create additonal Layer Comps.
7. Save your document.
To reference a saved Layer Comp from InDesign, follow these steps:
1. Choose File> Place and navigate to your .PSD le.
2. Make sure “Show Import Options” is selected and place the le.
3. From the import options dialog box, choose the appropriate Layer
Comp.
4. Optionally, you can always switch Layer Comps by selecting the placed
graphic and choosing Object > Object Layer Options.
Reusing paths from Adobe Photoshop
I’m sure every designer has used clipping paths before in Adobe Photoshop.
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These are commonly used to isolate objects from an image. E.g. for product
catalogs. Theres a specic option in Photoshop called “clipping path” which
will be applied by default to isolate the layer when placing in InDesign.
However, InDesign users can access and use ANY saved path from a placed
PSD, without having to save the path as a clipping path in Photoshop rst.
This is great since every Photoshop document can only hold a single clip-
ping path at a time.
Here are the Adobe Photoshop steps:
1. Create a path using the Pen tool.
2. Choose Window > Paths to view your path.
3. Double click the path in Photoshop to save and name it.
To reference the Photoshop path from InDesign:
1. Place the Photoshop document into your layout.
2. Select the placed image using the Selection tool.
3. Choose Object > Clipping Path > Options.
4. From the options, choose the Photoshop path you’d like to use.
5. Optionally, you can also use the path when applying Text Wrap.
6. Optionally, you can also convert the clipping path into a graphics
frame by choosing Object > Clipping Path > Convert Clipping Path to
Frame.
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Hiding layers in a placed document
Similar to using Layer Comps is the ability to show or hide individual layers
from a placed Photoshop le in InDesign. This could be interesting when
placing a multi-layered Photoshop document of which you’d like to hide
or show specic layers, without altering the original Photoshop document.
Keep in mind that this technique also works with placed Adobe Illustrator
.AI les. To edit layers, follow these steps in Adobe InDesign:
1. Select the placed graphic.
2. Choose Object > Object Layer Options.
3. Click the eye icon to hide or reveal Photoshop layers.
Creating animated GIFs for Publish Online
It is very easy to create an animated GIF in Adobe Photoshop to use and
export using InDesign Publish Online. This can be a good way to e.g. create
callout in your document, without having to mess around with InDesign’s
multi-state objects and animations.
Here’s how it works in Adobe Photoshop:
1. Create a Photoshop document that has all the frames of your animated
GIF as separate layers. In this example there is one layer where the bill-
board shows a text message, and another layer that shows the same
billboard showing a dierent text message.
2. Choose Window > Timeline.
3. From the Timeline actions, choose “Create Frame Animation”.
4. Click the Timeline panel menu and choose “Make Frames from Layers”
to convert every individual layer into a keyframe.
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5. Change the timing of individual frames as required by clicking on
every individual frame and choosing timing options.
6. Choose File > Export > Save for Web (Legacy).
7. Make sure GIF is selected and set the looping options at the bottom of
the screen.
8. Now place your animated GIF into Adobe InDesign and use the Publish
Online feature (or Fixed Layout ePub) to view it.
Recolor grayscale images
A very old, but still fairly unknown, technique is the ability to recolor gray-
scale images in Adobe InDesign. This is a technique where we’ll take a
single-ink grayscale image and recolor it in Adobe InDesign by replacing
the black ink with a dierent printing plate, e.g. a spot color. This technique
is especially interesting when creating monotone or duotone designs using
Trumatch or Pantone inks.
Start out in Adobe Photoshop:
1. Its important your image only has one color channel. Choose Image >
Mode > Grayscale to clear out all color channels (except gray).
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2. Save your document as a .PSD, .JPG or .TIF le.
3. Place your document in Adobe InDesign.
4. In Adobe InDesign, click the content grabber to select the graphic
frame contents. Notice the ll color becomes black.
5. Change the ll color using the Swatches panel, here we choose a Pan-
tone color. You can even use regular swatches that only use process
colors if needed.
Pasting Illustrator les in Photoshop
Placing artwork from Adobe Illustrator into Adobe Photoshop is an action
that most designers have already done a million times before. But we’re
often so used to a specic technique that we sometimes forget that this can
be done in a variety of ways. Ways that can sometimes give us more exibil-
ity when placing or updating artwork, or save us a bit of time.
The main methods of getting Illustrator artwork into Photoshop is by:
1. Pasting artwork, or dragging and dropping it from Illustrator into
Photoshop.
2. Placing the artwork using the Place Linked or Place Embedded com-
mands in Photoshop.
3. Using a Creative Cloud Library.
When you paste artwork from Illustrator into Photoshop, you have a few
options available. Let’s take a look at the most important ones:
Paste as a Smart Object to embed the artwork in Photoshop, but still
having the option of editing the copied artwork in Illustrator. Note that
this is a copy of the Illustrator artwork.
Paste as Layers to convert Illustrators native artwork into Photoshop
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shape layers. Note that this does not support many of Illustrator’s object
types, including text layers, clipping groups, symbols and many others.
Consult the help documentation for details.
Paste as Pixels to rasterize all content as it is brought into Photoshop.
Its important to note that copying and pasting will only bring in the
selected artwork from Illustrator and not the artboard itself (or art from
other artboards).
Placing Illustrator les in Photoshop
Placing an Illustrator le (as opposed to pasting) will place the entire docu-
ment into Photoshop. This means that all artwork in the placed Illustrator
document will travel with the Photoshop le (assuming you keep your live
links intact). While pasting will only bring in the artwork that was initially
selected from Illustrator.
Placing and embedding an entire Illustrator document in Photoshop can
be very easily achieved:
1. In Photoshop, choose File > Place Embedded.
2. Navigate to your Illustrator document and double-click it.
3. From the Place dialog box, choose the artboard you wish to place and
conrm.
4. Position the artwork on the canvas and press Enter to conrm.
5. Notice the Smart Object icon of the placed layer.
Additionally, you can also choose to link to the original Illustrator le
(exactly the same way InDesign manages placed images). The advantage of
placing and linking is that the original Illustrator le can be linked to other
documents as well, all linking to the same source.
Placing and linking an Illustrator document in Photoshop is just as easy.
1. In Photoshop, choose File > Place Linked.
2. Navigate to your Illustrator document and double-click it.
3. From the Place dialog box, choose the artboard you wish to place and
conrm.
4. Position the artwork on the canvas and press Enter to conrm.
5. Notice the linked Smart Object icon of the placed layer.
Additionally, you can convert the linked Smart Object into an embedded
one using the Properties panel. And it’s even possible to package your work,
just like in InDesign. To achieve this, choose File > Package.
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Adobe Illustrator CC techniques
Here are a few examples on how to best combine Illustrator with InDesign.
Extracting multiple assets from a design
When you have an Adobe Illustrator le of which you’d like to place mul-
tiple, individual assets into Adobe InDesign it’s always a good practice to
extract them. And since its not done to copy and paste over logos and
other artwork to InDesign all the time, we need to have these assets as sepa-
rate links for easy management. Here’s what you do in Adobe Illustrator.
1. Choose Window > Asset Export
2. Now use any of the following techniques:
Select the object you want to export and drag it into the Asset
Export panel
Select the asset and right-click, then choose Collect for Export > As
Single Asset.
Select multiple assets (group multiple objects to add them as a
single entry) and right-click, then choose Collect for Export > As
Multiple Assets.
3. Optionally, double click the names of the assets and name them.
4. Change Scale settings, and add extra Scales if needed to congure the
output.
5. When done, click the “Export for Screens” button.
6. Set additional options and check all assets that you wish to export at
once.
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7. Choose “Export Assets” to close and export.
8. Optionally, you can also export artwork per artboard instead of object.
You can nd these options in the “Export for Screens” window.
Working with multiple artboards
I can’t stress enough how using multiple artboards can help you with your
workow. Not only does it oer you many advantages when working in
Adobe Illustrator alone. You can also use and update these artboards when
placing a native .AI document in Adobe Illustrator.
Never forget that an .AI document is basically a PDF le. So when you’re
using multiple artboards in Adobe Illustrator, you’re basically placing a
multi-page PDF document in Adobe InDesign. Thanks to multiple artboards,
you can place illustrations on separate artboards and later choose which
one to place in Adobe InDesign. This is easy because this way you can save
a whole series of illustrations in just one le. This makes managing, sharing
and updating assets easy. You can even save multiple color versions of a
logo in one Illustrator document. For example save a CMYK and a Pantone
version of the same logo, but on a separate artboard. Here is how you place
a multi-artboard Illustrator document in Adobe InDesign:
1. In Adobe InDesign, choose File > Place.
2. Select the .AI le you wish to place and make sure import options are
active before placing.
3. From the Import Options dialog box, choose the appropriate page and
set the cropping options (if needed).
4. Place the graphic.
5. Notice that it is not really possible to switch PDF pages after the le has
been placed. So in order to replace the graphic with a dierent page
from the same le, select the graphic rst and go through the same
steps to replace the graphic.
6. Notice that the links panel will show you which page was placed.
Changing to a dierent artboard after placing
1. Select the placed graphic.
2. Choose File > Place and select the same Illustrator le, make sure
“Show Import Options” is still activated.
3. Choose a dierent artboard and choose OK to place.
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4. Alternatively, you can relink the le using the Links panel.
Advantages of placing as Artboards in InDesign
Its very easy to view and choose the artboard you want during placing
in InDesign.
The “Crop to” option during placing allows you to either place the art-
work or use the artboard as a bounding box (e.g. as padding around a
logo or icon).
The Links panel in InDesign will always show you the artboard# as well.
Updating any of the artboards in Illustrator by directly editing the art-
work, adding/removing/renaming artboards will not confuse InDesign
when updating.
Artboards are a great way to organize your artwork in Illustrator and
even enables:
- The ability to save every artboard as a separate AI le.
- The ability to export to various les, using the artboard names as le
names.
- The ability to nest a specic artboard into another Illustrator le.
- The ability to place a specic artboard into a Photoshop document.
Disadvantages of placing as Artboards in InDesign
You cant see the artboard names when placing in InDesign or
Photoshop.
Changing to a dierent artboard in InDesign requires you to re-place
the original le. Which is not the greatest experience.
Advantages of overriding AI layers in InDesign
You can see the name of the Illustrator layers while placing.
Changing to a dierent layer can be easily done from within InDesign.
Since layers are often used during the design process of artwork in Illus-
trator anyway, there are often no extra steps required to make the le
“InDesign-ready.
Disadvantages of overriding AI layers in InDesign
You can only access the top-level layers from InDesign, no sub-layers.
Altering the layer structure of an Illustrator document after placing
in InDesign (with overwritten layers) will cause your le to reset in
InDesign. This happens when you change layer order, add, rename or
remove a layer in Illustrator.
This means that you sometimes unknowingly introduce problems in
InDesign.
E.g.: you have an Illustrator le with a layer called “blue” and a layer
called “green” and place that le in InDesign with only the blue layer
visible. You then add a layer called “red” in Illustrator and save the le.
Upon returning to InDesign you’ll be greeted with a message that
explains that the layer structure has changed since placing the le, and
so InDesign will revert the le back to the original layers.
This is exactly why I used logos in this exercise for layers, since those
don’t tend to change once created.
Placing a cloud document
Creative Cloud allows you to save Photoshop and Illustrator documents as a
cloud le, as opposed to a local le on your hard drive or server. This means
your documnet will leave no traces on your hard drive and will be saved in
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the Creative Cloud storage as either a PSDC or AIC document, respectfully.
Saving documents as cloud documents, as opposed to local documents,
comes with a few advantages. It gives you the ability to share the design
with others, allowing them to comment and annotate the le directly, or
save multiple versions of the same document.
In addition to this, you can also place cloud documents into other apps.
While this functionality is still being further developed by Adobe at the time
of writin this handout, there are already a few possibilities available. To place
a Photoshop cloud document in Illustrator, follow these steps:
1. In Photoshop, open the le you wish to save as a cloud document.
2. Choose File > Save As, and when prompted, choose Save To Creative
Cloud.
3. Name the le and conrm. Notice the cloud icon next to the le name,
clearly showing this is a cloud document.
4. Return to Illustrator.
5. Choose File > Place.
6. From the Place dialog box, click Open Cloud Document.
7. Illustrator will display all of the Photoshop cloud documents curently
saved in the cloud or shared with you via others.
8. Select the le(s) you wish to place.
9. At the bottom of the screen, choose whether you wish to embed or
link the cloud documents.
10. Click Place to import the documents.
11. From the Place options, choose your desired settings.
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12. Notice how the le is clearly listed as a cloud document from the
Links panel.
Using Creative Cloud Libraries
Creative Cloud Libraries open up the Adobe eco-system by oering a way of
passing dierent asset types from one app to another. And the system can
be dened by the following three dierentiators:
1. Interoperability: The libraries are not just limited to Photoshop,
InDesign or Illustrator alone, they are available within every Creative
Cloud application (even Microsoft Oce 365!). They also give you
the ability to link assets to multiple projects across multiple apps to a
single source of truth.
E.g., you can link Illustrator artwork to a Photoshop document for a
web banner, to an InDesign document for a magazine, to Adobe XD
for a UX project and to Premiere Pro for a video project, all at the same
time. And updating the asset will update all those projects.
2. Asset types: “Why should my company invest in yet another cloud solu-
tion? We already use Dropbox (SharePoint, Google Drive, or others). This is
a common question asked by Adobe customers. The answer is that any
other cloud storage provider only oers the ability of storing regular
les like JPG, PSD, AI, INDD and others. While a Creative Cloud Library
is specically designed to host design assets which do not have a
dedicated le format. How do you save a paragraph style as a separate
le? You can’t ... How do you save a Photoshop layer style as a separate
style? You can’t ... This is the unique dierentiator for Creative Cloud
Libraries.
3. Collaboration: Another dierentiator when choosing between saving
and placing local assets in PS, IL or ID versus a Creative Cloud Library
is the fact that you can share the library with other users. This means
you can create a “curated” library of design assets for your marketing
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department, a freelancer, or a team member that only holds the con-
tent you have made available. Either as a read-only or full access le.
This avoids your IT department giving server access to externals, or
you having to send large quantities of data.
Linking live text via CC Libraries
Since Oct 2017 it is possible to save text from InDesign into a CC Library as a
live text element instead of a formatted graphic. The main advantage to this
is that the text is stored as live text and not as a graphic.
If you save a text frame as a graphic (instead of live text), it’s not possible
to maintain a live link between the text frame an your InDesign projects. It’s
an interesting technique that allows you to place multiple instances of the
same text frame in one or multiple InDesign documents and then update
the text in all of them at the same time. And because Adobe Illustrator and
InDesign share the same text engine, you can even reuse the text in either
programs. Do keep in mind that maintaining a live link to text is an InDesign
feature which is not available when using Adobe Illustrator (though there
are workarounds that work but aren’t very user friendly).
How to use a text element using Adobe InDesign:
1. Create a text frame and add text to it.
2. Drag and drop the text frame into the CC Libraries panel to save it
as a Text element. Alternatively, select it and click the plus icon, then
choose Text
3. To reuse the element in Adobe InDesign, drag and drop the element
onto your InDesign document. Its also possible to place the text ele-
ment unlinked or without formatting. Right-click the element from the
CC Libraries panel and choose the appropriate option for this.
4. To reuse the element in Adobe Illustrator, drag and drop the element
onto your Illustrator document. Notice that a live link is not supported
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for text elements in Adobe Illustrator. So linked edits aren’t possible.
5. Double click the text element from the CC Libraries panel to edit the
text using the original application (InDesign or Illustrator).
Keep in mind that while text can be linked to the CC Library when using
Adobe InDesign, the text frame itself is not linked. This means that you can
always update the linked text contents but the text frame itself will remain
unchanged after the update (allowing custom formatting).
Also keep in mind that many text features in Adobe InDesign aren’t sup-
ported in Adobe Illustrator e.g. tables or custom stroke styles. These will be
numbed down” to their Illustrator equivalents or will disappear altogether.
Saving grahics in a CC Library
The easiest way to add anythinig to a Creative Cloud Library is by selecting
it and then dragging and dropping it into the Libraries panel.
You can nd the Libraries panel in Photoshop and Illustrator by choosing
Window > Libraries. And in InDesign by choosing Window > CC Libraries.
Dragging and dropping artwork from Illustrator or Photoshop will save
and embed a copy of the artwork into the library. However, InDesign is a bit
more specic as it saves all content in the library as an InDesign snippet. This
is ne for native artwork like text and vector shapes. But since images are
placed and linked into InDesign, it will only store the low-resolution preview
in the library instead of the full-resolution graphic.
Saving images into a library will give you a dierent result depending on the
application you’re using.
When you drag placed images from InDesign into the Libraries panel to
save and re-use them in another InDesign document they’ll be used as
InDesign Snippets. And these will still reference the original location of
the placed image (oine local link). If the original referenced image isn’t
available when reusing the asset, a missing link will occur.
When you drag images from Photoshop or Illustrator into the Libraries
panel and then use them in InDesign they’ll be linked as online assets.
So the actual image itself is stored in the library, not just the link to it on
your HD.
Saving text styles
You can save your Character- and Paragraph styles in a library in Adobe
InDesign. Saving your styles can be done in 2 ways:
Put your text cursor in the text that is using the style and then click the
“Paragraph style” button in the libraries panel.
You can also add it directly to the library while creating the style.
Clicking the style in the libraries panel will apply it and copy it to the librar-
ies panel. Do keep in mind that the style is copied over to the new docu-
ment when applying it and there is no live link. This means that changes to
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the style will not be applied to the library nor to other documents where
the same style was used.
Careful when saving Paragraph Styles from Adobe
InDesign into a CC Library
Some applications, like Photoshop, only have the ability to use Character
Styles via the libraries panel. And even though Photoshop does have a Para-
graph Styles panel, it can only use Character Styles from the Libraries panel.
This means that when you want to reuse your text styles in Photoshop, you
need to create a Character style instead. The same counts for the video apps
like Premiere Pro or After Eects.
Saving colors
Saving colors is just as easy as everything else. Note that libraries support
both individual colors and color themes e.g., from Adobe InDesign or Adobe
Capture CC - the mobile app.
Clicking a saved color will add this color as a swatch to an Adobe InDesign
document, but won’t in Photoshop or Illustrator where it will only apply
the color instead. Its important to learn these dierences when managing
branded assets in multiple programs.
Careful when saving colors into a CC Library
Libraries support RGB, hex and CMYK colors. But
remember that colors are added the way they
were built. Hover over a library color to see the
name of the color, its hex value, and then the
original color values (which sometimes can be a
bit confusing.)
In this InDesign example, the gray color was originally CMYK but was
converted to RGB so it could be used in a Publish Online project. And
though the original name of the swatch is still implying its a CMYK swatch,
it actually isn’t. Notice the actual RGB color values at the bottom of the yel-
low pop-up.
Updating assets via Creative Cloud applications
When you drag an item from the library to your page or artboard remember
to keep an eye out for that little library icon. This means the asset is linked
and can be updated globally across multiple applications and documents.
This icon can appear in Adobe InDesign where you’d usually see the link
icon when using images.
And it can also be seen in the Links panel itself. Make sure that you’re
online and you see this library icon when printing or exporting to hires PDF
from Adobe InDesign.
Notice that you can also place unlinked copies of the same graphic in
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Photoshop + Illustrator + InDesign: Three Apps Working as One
Bart Van de Wiele
most design applications. Hold down the Alt (Option) key while placing the
image from the library, or alternatively you can right-click and choose “Place
Copy” instead of “Place Linked”.
Updating CC assets
For colors, you can right-click the swatch in the CC Library and choose
“Edit”. Note that this will only update the CC Library item and not the
document(s) in which it was used since there is no live link.
You can double-click InDesign snippets to edit and update it in InDesign
and save it back into the CC Library. Note that this will only update the
CC Library item and not the document(s) in which it was used since
there is no live link.
Text styles need to be recreated and added to the library after which
you then manually delete the old asset. You can do this by dragging the
item to the panel trash icon.
When you have saved images and vector shapes from Adobe Illustrator
or Adobe Photoshop you can double-click the asset in the libraries
panel to open the original. When you then edit and save the asset it will
overwrite the original and update all linked instances in all applications
and documents.
Replacing CC assets
Replacing assets is similar to updating assets but not entirely:
For colors, text styles and InDesign snippets, see above.
Using either the Links panel in Adobe InDesign or Illustrator, or right-
clicking a layer in Adobe Photoshop – you have the option to replace the
item with a library graphic. When doing so the program will give you the
option to choose a dierent asset from the libraries panel as a replacement.
Transferring swatches from Photoshop and
Illustrator to Adobe InDesign
There’s another way for copying Photoshop and Illustrator swatches to
Adobe InDesign, without even using CC Libraries. For this we can use an ASE
le which stands for Adobe Swatch Exchange. These les can be used in
multiple CC applications, and even Adobe Bridge can preview them.
However, there are limitations. You cannot share the following types of
swatches between applications: patterns, gradients, mixed inks and tints,
and the Registration swatch from Illustrator or InDesign; and book color
references, HSB, XYZ, duotone, monitorRGB, opacity, total ink, and webRGB
swatches from Photoshop. These types of swatches are automatically
excluded when you save swatches as an ASE le..
To save an ASE le from Illustrator, click the Swatches panel menu and
choose “Save Swatch Library as ASE”.
To save an ASE le from Photoshop, click the Swatches panel menu and
choose “Save Swatches for Exchange”.
To load an ASE le into InDesign, click the Swatches panel and choose
Load Swatches. Then select the ASE le to use.
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Photoshop-InDesign-Illustrator as One
Bart Van de Wiele
WASHINGTON DC
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ONLINE 2022
July 812, 2024 Washington, DC + Online CreativeProWeek.com
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16
CreativePro Webinar
Photoshop + Illustrator + InDesign: Three Apps Working as One
Bart Van de Wiele
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