This article is part of a series that describes how to use Elvis 6 with Adobe InDesign.
In this article, the process of opening layouts is described.
Note: It is assumed here that you are logged in to Elvis in InDesign and to the Elvis Pro client.
Opening a layout in InDesign with the Elvis InDesign plug-in installed can be split into the following scenarios:
- The layout and the files that are placed on the layout are all stored in Elvis.
- The layout is stored outside of Elvis while one or more files that are placed on the layout are stored in Elvis.
Scenario 1: The layout and the placed files are all stored in Elvis
Step 1. Open the layout from Elvis by locating it in the Pro client, right-clicking it and choosing Open in InDesign.
Figure: Opening a layout through the context menu in the Pro client.
This can happen when using MacOS 10.14 Mojave or higher. Make sure that the following security settings are set:
Step 1. In System Preferences > Security & Privacy, select Automation.
Step 2. In the list, locate ElvisInDesign and make sure that the check boxes for Finder and Adobe InDesign CC are selected.
Note: It may be needed to restart the system before the changes take affect.
During this process, the layout is checked-out in Elvis: no other users can modify the file while it is in this state.
In InDesign, the Elvis InDesign plug-in creates a connection between the Elvis file that is placed on the layout and the original file in Elvis. Missing links are automatically restored. When a file has been updated in Elvis, the placed file will be updated with that latest version.
Scenario 2: The layout is saved outside of Elvis while one or more placed files are stored in Elvis
In this scenario the layout is opened in the normal way.
When you are logged in to Elvis, the Elvis InDesign plug-in creates a connection between the Elvis file that is placed on the layout and the original file in Elvis. Missing links are automatically restored. When a file has been updated in Elvis, the placed file will be updated with that latest version.
When you are not logged in to Elvis, a connection cannot be made with Elvis. If you log in to Elvis after you have opened the layout, do one of the following:
- Choose Elvis > Relink All Assets to Elvis to update all Elvis files in one action.
- Select a placed file and choose Elvis > Relink Assets to Elvis to update an individual file.
When the Elvis InDesign plug-in needs to establish a link between the image on the layout and its instance in Elvis — for example when uploading a layout and its placed images to Elvis and subsequently opening that layout from Elvis — the link is established in the following ways and order:
- Based on the Elvis ID in the InDesign link or file.
- Based on the 'Contained' relation in Elvis (based on the XMP instance ID)1
- Based on the 'Referenced by' relation in Elvis (based on the XMP instance ID)1
- Based on the file name. This can be a file in the following locations (searched in order): the same folder as the layout, the Links folder, or any other location.
Note: To force Elvis to only establish the link based on the file name only, enable the following Preference (requires the Elvis InDesign plug-in version 3.5.3 (as part of Elvis 6.30) or higher):
InDesign Preferences > Elvis > Linking Files > Relink Files Based on Their File Name Only
This option is especially useful when replacing an image with a different version of that same image. Take for example the following scenario:
Note that when after step 2 the Photoshop file is first uploaded to Elvis and subsequently placed from Elvis onto the layout, a link is created that does have the correct ID. The scenario described above applies specifically to a situation where the edited file is stored to and placed from the local system.
Files are stored locally when needed
When a layout is opened and a newer version of a placed file is available, that file is downloaded to your system in the following folder:
When the layout is closed, the downloaded files will be removed again from this folder (unless the File Cache option is enabled).
Restoring files when the InDesign client is not installed
When opening a layout that contains placed files that are stored in Elvis but the Elvis InDesign plug-in is not installed, these files can be relinked when they are locally stored:
- Select the file on the layout, go to the menu of the Links panel and choose Relink or Relink to Folder.
The next step is to work with the layout in some way:
- Placing files
- Editing files
- Relinking placed files with (other) files in Elvis
- Updating all Elvis files placed on a layout
- Changing an Elvis file to a different format
- 13 June 2019: Updated section 'Opening layouts' with a troubleshooting step for scenario 1.