Adobe InDesign: Setting (and Removing) Defaults
by Barb Binder, Adobe Certified Instructor on InDesign
Updated on Sep 26, 2016
In my opinion, your software works for you, and the running theme in my training classes is how to automate your workflow so that your layout comes together quickly and leaves nights and weekends for fun, and not trying to meet your deadline. InDesign offers you many ways to automate, but the first thing I suggest you do is set up your defaults. InDesign defaults come in two flavors: system defaults and publication defaults.
System defaults are used by all future documents. If you find yourself always changing the typeface for each new document, or always having to add your corporate colors to each new document, then it’s time to stop and change your system defaults. Here’s how:
- Open InDesign.
- Close all open documents.
- Double check that all documents are closed by looking at the bottom of the Window menu. If any files are listed at the bottom, you have minimized but not closed them. You must close all files before continuing.
- With all documents closed, you may be surprised that you can still access various menu commands and panel menu commands. Here’s why: anything you choose now will permanently change how InDesign works from this point out. For example, if you add or delete colors in the Swatches panel right now, you will change the displayed colors in the Swatches panel in all new documents. (System defaults never change existing documents, on your future documents.)
- Take some time to look at what’s available and pick your favorite settings. What a timesaver!
Document defaults are used within a single file. For new users, the immediate need is how to remove inadvertent document defaults, for advanced users, it’s how to set them up on purpose. To set (or reset) document defaults:
- Open up an InDesign document.
- Click the Selection Tool in the Toolbox (the black arrow).
- Click on an empty part of the page or better still, choose Edit > Deselect All.
- Without any objects selected, take a look at the various menus and panel menus. Any choices you make in the menus without an object selected will change the defaults for this one file.
- Take some time to look at what’s available and pick your favorite settings, or remove a setting that you activate inadvertently.
Remember though, that by definition, document defaults only affect this one document. All future new documents will rely on your system defaults. If the setting you turn off in one document is still impacting new documents, you will need to close all files, and disable the setting at the system level (see the section directly above this one.)
With the information above, you now have the skills to manually reset system and document defaults to the choices that work best for you. Sometimes, though, you just want to start over with the system defaults that InDesign ships with. For example, I usually have my students reset their defaults before class, so that I know exactly what their settings are and can keep the troubleshooting time to a minimum. Here’s how:
- Save and close all InDesign documents.
- Close InDesign.
- This is the hard part:
- Windows: set up the fingers on one hand to hover over Control and Shift and Alt.
- Mac: set up the fingers on one hand to hover over Command and Control and Shift and Option.
- Use the mouse to double click the InDesign icon and then IMMEDIATELY press down on keys listed above.
- You can let go of the mouse, but keep the keys down until you get this message:
- Click Yes and InDesign will reopen using the original system defaults. Don’t worry about deleting the Preferences file. InDesign will recreate it the next time you exit the program.