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Opening articles in InCopy using Smart Connection

Opening articles in InCopy using Smart Connection

Smart Connection allows you to open articles in different ways, according to your needs:

Info: The information presented here applies to the following versions of Smart Connection:

  • Smart Connection 9
  • Smart Connection for Adobe CC
  • Smart Connection for Adobe CC 2014

About opening placed articles in InCopy

Depending on the way Smart Connection is configured by the system administrator, you will see one of the following happen when opening an article that is placed on a layout:

  • Only the latest saved version of the layout and that of the article is loaded. This is the default behavior and keeps the loading time to a minimum.

Example: Article A and B are placed on a layout and a version of the layout is saved.

  • Article A is opened in InCopy, edited and checked-in.
  • Article B is opened in InCopy. The changes that were made in article A cannot be seen in the layout view because the layout has not been updated yet.
  • The latest stored version of all content that is placed on the layout is loaded. To make this work, Smart Connection for Adobe CC 2014 (version 10.0.1 or higher) is required and the system needs to be configured by the system administrator.

Example: Article A and B are placed on a layout and a version of the layout is saved.

  • Article A is opened in InCopy, edited and checked-in.
  • Article B is opened in InCopy. The changes that were made in article A can now be seen in the layout view.

Opening an article for editing (check-out)

Use one of the following methods:

  • In the Smart Connection panel or the Dossier panel, double-click an article or right-click an article and choose Open.
  • Open a layout on which the article is placed, place the cursor anywhere in the article and choose Smart Connection > Check Out Article. (See Opening layouts in Smart Connection for InCopy.)

Opening an article for editing without design information

When opening an article that is placed on a layout, this layout is displayed in the Layout tab so that the way the article is used in the designed page can be determined.

The downside of this process is that this can cause longer wait times because extra information needs to be processed.

As an alternative, articles can also be opened without loading the layout information. The layout tab will then only show the formatted text.

Example of opening an article with and without design information

Figure: An example of opening an article with and without design information.On the left the Layout tab of an article opened with design information (zoomed out): the layout tab shows the formatted article (here shown undimmed) as it is placed on the layout. On the right the Layout tab of the same article but now opened without design information: each article component is now displayed on a separate page.

To open an article without design information, do the following:

  • Right-click the article in the Smart Connection panel or the Dossier panel and choose Open without Design.

Note: When opening an article without design information, write-to-fit information is not available.

Opening an article template for editing

To open an article template for editing, do the following:

  • While holding down the Option key (Mac OS) or Alt key (Windows), double-click the article template in the Smart Connection panel.

Note: You can tell that the article template is opened by the file name that is displayed in the tab. When the article template is opened as an instance of a new article — by double-clicking the article — the name in the tab is 'Untitled'.

Opening an article as read-only

Use this method to view the content of the article without checking-out the article, thereby allowing other users to open it for editing.

To perform this action, do the following:

  • Right-click the article in the Smart Connection panel or the Dossier panel and choose Open Read-Only.

Articles that are opened as read-only can be distinguished from regularly opened articles by the phrase [Read-Only] in the tab or title bar.

An InCopy article opened as read-only

Figure: [Read-Only] displayed in the tab of an opened article.

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