Creating an article (template) using Studio for InCopy

In Studio for InCopy, the typical workflow is to work on already existing articles or by creating a new article that is based on an article template.

However, it is of course also possible to create a new article or article template.

Step 1. Create a new InCopy file or open a file that is stored locally.

Step 2. Use one of the following methods:

• From the WoodWing Studio menu, choose Save Version..., Save As..., or Check In... .
• From the File menu, choose Save or Save As....
• Use a keyboard shortcut for any of the above mentioned commands.

The Save As dialog box appears.

Step 3. (Optional) Save the article as a template by selecting the option Save as Template at the bottom of the dialog box.

Note: Some of the properties that are defined in the template will be inherited by the article that is based on it. Which properties these are depends on the version of Studio Server that Studio for InCopy is connected to. For a full overview, see Properties that are inherited when creating a file from a template in Studio or in Studio for InDesign and InCopy.

Step 4. In the Name box, type a descriptive name.

How duplicate file names are handled in Studio Server

Step 5. Make the appropriate choices from the Brand, Issue, Editions, and Category lists to store the article in the desired location.

Step 6. From the Status list, choose the Workflow Status that the article should have.

Step 7. From the Dossier list, choose one of the following options:

• Choose the blank option to not add the article to a Dossier.
• Choose New Dossier to create a Dossier with the same name as the article and automatically add the article to the Dossier.
• Choose an existing Dossier to add the article to it.

Step 8. (Optional) From the Route To list, choose a user or user group to whom the article should be routed to.

Step 9. (Optional) In the Comment box, add a comment. When a user will next open the article, the comment will be displayed on screen.

Step 10. Click OK.

The file is saved as an InCopy article (template) in Studio Server.