Dossiers form the basis of creating a story. In Studio for InDesign and InCopy you can work on Dossiers in the following ways:
- Accessing a Dossier and its contents
- Creating a Dossier
- Adding files to a Dossier
- Removing files from a Dossier
About Dossiers
In Studio for InDesign and InCopy, a Dossier represents a story. All files that are related to the story are collected in the Dossier. These files include reference material such as articles and images as well as the files that are needed to publish the story. In a print workflow these are the InDesign layouts, InCopy articles and images.
A Dossier is represented by a blue folder and can be expanded or double-clicked to view its contents.
Figure: The Studio panel showing 3 Dossiers, one of which is expanded to view its contents.
In a typical workflow, a Dossier is the starting point for locating the file that you want to work on in InDesign or InCopy. However, you can also create Dossiers from scratch and add files to it.
This article describes how to work with Dossiers in Studio for InDesign and in Studio for InCopy.
Accessing a Dossier and its contents
Accessing a Dossier and its contents can be done in various ways, using either the Studio panel or the Dossier panel.
Each method has a different outcome and choosing which method to use depends on what you want to do at that time. To explain these methods, we will show them twice: once grouped by action and once grouped by result.
By action
The following table shows the results of performing a particular action.
# | Action | Result |
---|---|---|
1 |
When choosing Window > Studio > Studio |
The Studio panel appears, showing all files in Studio Server, including Dossiers. For more information about using the Studio panel, see Using the Studio panel in Studio for InDesign or InCopy. |
2 |
When choosing Window > Studio > Dossier |
The Dossier panel appears, showing the Dossiers that the currently viewed layout is part of. When switching to another layout, the Dossiers are shown that this layout is part of. When the layout only belongs to one Dossier, just the content of that Dossier is shown. This feature is only available in InDesign. The panel is named 'Dossier'. |
3 | When double-clicking a Dossier in a panel or when right-clicking a Dossier and choosing Open |
The Dossier panel appears, showing the content of that Dossier. The name of the panel is the name of the Dossier. |
4 | When right-clicking a layout in a panel and choosing Show Dossiers |
The Dossier panel appears, showing all Dossiers that the layout is part of. The name of the panel is the name of the layout followed by [Dossier] to indicate the relation with the Dossier. Example: 'My layout [Dossier]'. |
5 |
When (in a panel) right-clicking a file that can be placed and choosing Show Dossiers and Layouts |
The Dossier panel appears, showing all Dossiers that the file is part of and all layouts on which the file is placed. The name of the panel is the name of the file followed by [Dossiers/Layouts] to indicate the relation with the Dossiers and layouts. Example: 'My image [Dossiers/Layouts]'. |
By result
The following table shows which action to perform to get a specific result.
# | Result | Action |
---|---|---|
1 | To see all files in Studio including Dossiers |
Choose Window > Studio > Studio to open the Studio panel. For more information about using the Studio panel, see Using the Studio panel in Studio for InDesign or InCopy. |
2 |
To see the Dossiers that the currently viewed layout is part of |
Choose Window > Studio > Dossier to open the Dossier panel. The panel is named 'Dossier'. When switching to another layout, the Dossiers of which that layout is part are shown. When the layout only belongs to one Dossier, just the content of that Dossier is shown. This feature is only available in InDesign. |
3 | To open a particular Dossier in its own panel |
Double-click it in a panel or right-click it and choose Open to open it in the Dossier panel. The name of the panel is the name of the Dossier. |
4 | To show all Dossiers that a layout is part of |
Right-click the layout in a panel and choose Show Dossiers to open the Dossier panel. The name of the panel is the name of the layout followed by [Dossier] to indicate the relation with the Dossier. Example: 'My layout [Dossier]'. |
5 | To show all Dossiers that a file is part of and all layouts on which the file is placed |
In a panel, right-click a file that can be placed and choose Show Dossiers and Layouts to open the Dossier panel. The name of the panel is the name of the file followed by [Dossiers/Layouts] to indicate the relation with the Dossiers and layouts. Example: 'My image [Dossiers/Layouts]'. |
Workflow
As can be seen from the above overviews, various panels can be opened in different ways. Depending on what you want to do and what you are currently working on, open one or more panels at the same time to have quick access to the files you need to work with.
Viewing Dossier content
To view the content of a Dossier in a panel, make sure that Show Hierarchically is enabled in the panel menu.
Panel examples
The following images show examples of the various panels and their states as described above.
- Dossiers viewed in the Studio panel. The content of the top Dossier is expanded.
- The Dossier panel showing the Dossiers that the currently viewed layout is part of. The name of the panel is 'Dossier'. Here, the layout is part of 2 Dossiers.
- The Dossier panel showing the content of a specific Dossier. The name of the panel is the name of the Dossier.
- The Dossier panel showing all Dossiers that a layout is part of. The name of the panel is the name of the layout followed by [Dossiers]. Here, the layout is part of 2 Dossiers.
- The Dossier panel showing all Dossiers that a file that can be placed is part of and all layouts that the file is placed on. The name of the panel is the name of the file followed by [Dossiers/Layouts]. Here a file is placed on one layout and part of one Dossier.
Filtering the Dossier panel
The content of the Dossier panel can be filtered by using one or more filters. These work as follows:
- The Issue list only shows those Issues that have been assigned to the Dossiers displayed in the panel. Even though files that are part of the Dossier can be assigned to a completely different Issue than the Dossier; it is not possible to filter on those Issues.
- Editions for an Issue are only shown in the list when that Issue is chosen in the Issue list; when no specific Issue has been chosen yet, the only entry in the Editions list is [All].
- Regardless of the filter settings, Dossiers are always shown, even when the content of a Dossier is not displayed because of the currently active filter settings.
- Filtering is done based on data stored locally on the system; to retrieve the latest data from the Server, click Refresh.
Dossier panel behavior
When a Dossier panel is created, it is not added to the Window menu or the panel menu. When closing the panel it is also removed.
Creating a Dossier
Creating a Dossier can be done in the following ways:
- When saving a file to Studio Server:
- In InDesign: When saving the layout to Studio Server or when creating an article or an image
- In InCopy: When saving the article to Studio Server
- Based on one or more selected files in a panel
Creating a Dossier when saving a file to Studio Server
Step 1. Do one of the following:
- In InDesign:
- Bring up the Check-in dialog box or the Save Version dialog box for a layout.
- Convert an image frame to an Studio Server image by selecting the frame and choosing WoodWing Studio > Create Image...
- Convert a text frame to an InCopy article
- In InCopy:
- Bring up the Check-in dialog box or the Save Version dialog box for an article (see Closing or saving an article using Studio for InCopy).
The Check-in dialog box appears.
Step 2. Enter a name and set the properties for the file.
Note: The file name may not contain characters such as “ ` ~ ! @ # $ % ^ * \ | ; : ’ < > / ?. For a full overview, see Invalid file name characters in Studio Server.
See also: Using duplicate file names in Studio Server.
Step 3. From the Dossier list, choose New Dossier.
Figure: The 'New Dossier' option in the Dossier list.
Step 4. Click OK.
The file is saved in Studio Server and added to the Dossier.
Creating a Dossier based on one or more selected files in a panel
Step 1. Select one or more files in a panel such as the Studio panel or the Dossier panel.
Note: The selected files can be of any type except other Dossiers. It is also possible to select files that are already part of another Dossier.
Step 2. Right-click any of the selected files and choose Create Dossier... from the context menu.
The Create Dossier dialog box appears.
Step 3. In the Name box, enter a descriptive name.
See also: Using duplicate file names in Studio Server.
Step 4. Set the rest of the properties for the Dossier and click OK
.The Dossier is created and the selected files are added to it.
Adding files to a Dossier
Adding a file to an already existing Dossier can be done in the following ways:
- By using the Studio panel
- When saving the file
Using the Studio panel
Do one of the following:
- In the Studio panel, drag one or more files onto a Dossier
- Select one or more placed files on the layout and drag them onto a Dossier in the Studio panel
Note: Make sure that the files that you are dragging are all stored in Studio Server, otherwise the file cannot be added.
- Open a layout (in InDesign or InCopy), right-click a Dossier and choose Add Current Document to Dossier
Saving the file
Step 1. Do one of the following:
- In InDesign:
- Bring up the Check-in dialog box or the Save Version dialog box for a layout.
- Convert an image frame to an image stored in Studio Server by selecting the frame and choosing WoodWing Studio > Create Image...
- Convert a text frame to an InCopy article
- In InCopy:
- Bring up the Check-in dialog box or the Save Version dialog box for an article (see Closing or saving an article using Studio for InCopy).
The Check-in dialog box appears.
Step 2. Enter a name and set the properties for the file.
Note: The file name may not contain characters such as “ ` ~ ! @ # $ % ^ * \ | ; : ’ < > / ?. For a full overview, see Invalid file name characters in Studio Server.
See also: Using duplicate file names in Studio Server.
Step 3. From the Dossier list, choose an existing Dossier.
Figure: Various existing Dossiers in the Dossier list.
Step 4. Click OK.
The file is saved in Studio Server and added to the Dossier.
Removing files from a Dossier
Step 1. Display the Studio panel in List View mode (as opposed to Thumbnail View mode).

- In the Studio panel menu, choose Show as List.
Step 2. Click the expander in front of the Dossier from which the file needs to be removed so that all files in that Dossier are visible.
Figure: A Studio panel viewed in List View mode with one Dossier expanded.
Step 3. Select one or more files.
Step 4. Right-click any of the selected files and choose Remove from Dossier.
A message appears, asking to confirm the action.
Step 5. Click Yes.
The selected files are removed from the Dossier.
Step 6. (Optional) Click Refresh to update the content of the Dossier.
Revisions
- 22 December 2020: Re-written section 'Accessing a Dossier and its contents'.
Comments
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1 comment
1. It should be 4 Dossiers.
2. "Enterprise" should be "Studio".
3. This is not a big deal, but the period belong to the earlier sentence.
4. I believe Studio for InDesign and InCopy is supposed to be used for connecting to Studio Server. However, all the screenshots in the article shows it is connecting to "Enterprise Aurora". Since that essentially Enterprise Aurora and Studio Server are the same things, I guess it might actually work in reality. However, the article seems to be all about Studio Server, so I think I should just bring this up. In my environment, it is still called "Smart Connection", I supposed that's because I am using InDesign CC 2018 and not CC 2020.
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