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Components that are added to InCopy by Smart Connection

 

Components that are added to InCopy by Smart Connection

After installation, Smart Connection will have added the following components to InCopy:

Panels

  • The Smart Connection panel This panel is the direct link to the files that are stored in Enterprise and is therefore the main panel that you will be working with. It is accessed through Window > Smart Connection > Smart Connection.

The Smart Connection panel

For more information about using the panel, see:

  • The Editions panel. A print publication such as a newspaper can have several Editions: a morning Edition and an evening Edition, or different Editions for different regions. The layout designer in InDesign can specify which components on a layout (such as adverts or news articles) belong to an Edition. The Editions panel allows you to show or hide these Edition specific components when viewing the layout in the Layout tab of InCopy. It is accessed through Window > Smart Connection > Editions.

The Editions panel

For more information about Editions, see Working with Editions in Smart Connection.

  • The Sticky Note panel. Sticky Notes are short messages or reminders that can be placed on a layout. The Sticky Note panel shows you all Sticky Notes that have been placed on an opened layout and allows you to filter on status, change the status and reply to a Sticky Note. It is accessed through Window > Extensions > Sticky Note.

The Sticky Note panel

For more information about working with Sticky Notes, see Working with Sticky Notes in Smart Connection.

Tools

  • The Sticky Note tool. When an article is placed on a layout, the Sticky Note tool allows you to place a Sticky Note — a short message or reminder — on the layout in the Layout tab.

For more information, see Working with Sticky Notes in Smart Connection.

Toolbars

  • The Smart Connection toolbar. This toolbar holds buttons for easily accessing the often used options 'Send Article to Next', 'Update Geometry', and 'Send Message'. The toolbar is accessed through Window > Smart Connection > Smart Connection Toolbar.

The Smart Connection toolbar

For more information about using the Smart Connection toolbar, see Using the Smart Connection toolbar in Smart Connection for InCopy.

  • The Resize Text Frame toolbar. When an article is placed on a layout, the Resize Text Frame toolbar allows you to change the size or position of the text frame that holds the article. The toolbar is accessed through Window > Smart Connection > Resize Text Frame Toolbar.

The Resize Text Frame toolbar

For more information about using the Resize Text Frame toolbar, see Using the Resize Text Frame toolbar in Smart Connection for InCopy.

Menu items

Smart Connection makes changes to existing menus and adds a new menu.

InCopy menu (Mac OS) / Help menu (Windows)

A command named 'About WoodWing Plug-ins...' is added. Clicking it opens the About WoodWing dialog box which is used for verifying version numbers of installed WoodWing plug-ins (including Smart Connection) and activating these plug-ins or transferring the activation to another system.

The About WoodWing screen

Figure; The About WoodWing Plug-ins dialog box.

File menu

Some of the added Smart Connection functionality conflicts with existing InCopy functionality.

As a result, the following commands from the File menu have been modified:

Command Modification
Browse... Removed
Save All Content Removed
Check Out Removed
Check In All Removed
Package Removed
Save Content Renamed to 'Save'
Save Content As... Renamed to 'Save As...'
Save Content Copy... Renamed to 'Save a Copy...'
Revert Content Renamed to 'Revert'
Check In Moved to the Smart Connection menu
Cancel Check Out Moved to the Smart Connection menu
Update Content Moved to the Smart Connection menu
Update Design Moved to the Smart Connection menu

Note: These changes are made by moving specific plug-ins during the installation of Smart Connection. When Smart Connection is uninstalled these plug-ins are moved back after which all commands are available again.

Type menu

The Type > Text Variables > Insert Variable menu contains an additional list of Enterprise text variables. These can be used to insert Enterprise-specific variables into your text.

Object menu

The Object menu contains a submenu named 'Smart Jump', containing commands for the Smart Jump feature (the ability to jump an article from one layout to another with automatic placement of Continued On... and Continued From... elements).

View menu

Two new commands are added to the View menu:

Smart Connection menu

The Smart Connection menu is located between the View menu and the Window menu. Together with the Smart Connection panel, it is your main tool for managing articles such as saving them in different ways.

Window menu

In the Window menu, various commands are added for accessing the Smart Connection toolbars and panels:

Library panel flyout menu

Smart Connection allows you to store InDesign libraries in Enterprise. It therefore adds various Smart Connection related commands to the flyout menu of the Library panel. For more information, see Working with InDesign Libraries in Smart Connection for InDesign.

Context menu

When opening an article that is part of a Smart Jump story, the context menu of the text (accessed by right-clicking it) contains a submenu named Smart Jump. It contains options for using the Smart Jump functionality.

Quick Apply panel

Many Smart Connection commands are also available via InCopy's Quick Apply panel for easy access.

Workflow dialog boxes

When performing a particular action such as save or copy, Smart Connection will bring up its own dialog box. This dialog box — referred to as a 'workflow dialog box' — allows you to set properties such as the name of the file, the location in Enterprise where it should be saved, the Workflow Status, and so on.

The Save dialog box

Figure: The dialog box for saving an article.

Frame icons

When viewing a layout in Layout View, various icons are used for identifying articles and images that are placed on that layout:

Icon Description
Slashed pencil. Shown for an article that is checked-in.
Pencil. Shown for an article that is checked-out.
Chain. Shown for images and Layout Modules.

Note: To see these icons, choose View > Screen Mode > Normal.

Text variable brackets

Smart Connection contains 2 features which both make use of text variables:

  • Enterprise Fields. Text variables holding Enterprise specific content such as the Brand name, Publication date and so on.
  • Smart Jump. Linking articles on different pages and/or on different layouts can be done by using the Smart Jump feature. Text variables are used in the automatically created Continued On... and Continued From... text elements.

The text that is inserted by each feature is enclosed by orange brackets.

Figure: Text variables that are inserted by Smart Connection appear between orange brackets. Shown here are the text variable for the name of the Jump story (A) and the text variable for the page number reference (B).

Preferences

Smart Connection adds 2 new groups of preferences:

  1. Preferences for Smart Image
  2. Preferences for Smart Connection

For more information, see Using Smart Image and Smart Connection 9 preferences.

User color

Your user profile that has been set up in Enterprise Server for you by your administrator contains a User Color option. It is used to distinguish specific changes that have been made by you from other users (who typically have another color defined).

This color is used in the following areas:

  • Sticky Notes The color is shown in front of the name of the user who created a Sticky Note or replied to a Sticky Note.
  • Track Changes When tracked changes are turned on in InCopy, these changes are color-coded based on the user color.

If you want to change your user color, contact your administrator.

Keyboard shortcuts

Smart Connection adds an additional set of keyboard shortcuts to InCopy with which you can control many Smart Connection features.

For more details, see Keyboard shortcuts for Smart Connection for InCopy.

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2 Comments

  • 1
    Avatar
    Carlo de Boer

    It's indeed a limitation of Smart Connection in InCopy. In InCopy it is not possible to add components to an article.  Technically it is feasible to add it. This is a valid feature request. Probably it should include making the the Elements panel available in InCopy.

  • 0
    Avatar
    Manish Patel

    It is interesting to note that while you can add "Elements" (also known as components in Content Station)  to a InDesign document, using the Smart Connection panel, the same capability does not exist with InCopy.

    I am curious to learn why this may be the case?

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