When using Studio for InDesign and InCopy, the Studio panel is your main link to the files that are stored in Studio Server and will therefore be the panel that you will use most often. Through this panel, you can search for files that are stored in Studio Server and subsequently manage them in many ways: open layouts or articles, places files on the layout, route files to other users, and much more.
This article describes the following topics:
- Accessing the panel
- Tasks that can be performed
- Icons and other notification changes
- Customizing the panel
- Updating the panel
- Placed files
Figure: The Studio panel.
Choose View > Studio > Studio.
You use the Studio panel to:
- Search for files by using the tools in the Search pane
- Open, place and/or manage files from the Document pane
- Preview files in the Preview pane
- Select a placed file on the layout from the panel
- Create new Studio panels or remove them
- Change the panel settings from the panel menu
In Studio Server, all files are stored in a database. Locating a file is done by using the search options that are available in the Studio panel.
For detailed information, see Searching and locating files using Studio for InDesign and InCopy.
When a file is selected you can quickly select another file by typing the first letter of the name of that file. This will make the selection automatically jump to the first instance of the file of which the file name starts with the typed letter.
Example: The Studio panel shows a long list of files, each starting with a different letter. To quickly select the file starting with 's', select any file and type 's'.
Note: This works only when the 'Name' column is sorted. (The same applies to using this functionality in Thumbnail view: make sure that the Name column is sorted first in List view mode.)
Opening files that are stored in Studio Server is done through the Studio panel, in most cases simply by double-clicking them.
For detailed information about opening files from the Studio panel, see the following articles:
Placing files that are stored in Studio Server onto a layout is done through the Studio panel, in most cases simply by dragging them.
For detailed information see Placing files on a layout using Studio for InDesign.
Info: This feature is only available in InDesign and requires the following versions of Studio for InDesign (see How to check which version is installed):
A layout can contain many placed files on multiple pages. Quickly navigating to a file that is placed on the layout that is currently viewed can be done by doing the following in the Studio panel:
- Right-clicking a file and choosing Go to Placement.
- Left-clicking a file while holding down Ctrl+Shift (Windows) or Cmd+Shift (macOS) on the keyboard.
The frame is now selected on the layout and where applicable brought into view.
Managing files is done by right-clicking a file in the Document pane and choosing any of the commands from the context menu. Some of the actions you can perform this way are:
- Send the file to the next Workflow Status
- Send the file to another user or user group
- Make a copy of the file
- Move the file to the Trash Can
- Change the properties of the file such as the file name
Files and file actions can be recognized by various icons and formatting changes shown in the panel, as explained in the following sections.
For a full overview of the icons used for the different types of files, see File type icons used in Studio for InDesign and InCopy.
File actions and deadlines
The file is checked-out by you.
|The file is checked-out by another user.|
|The file has been taken offline by you.|
|The file has been taken offline by another user.|
|An update from the planning’s interface is available (for layouts only). Hover the mouse pointer over the icon to display the Flag’s status message.|
Deadline status: 1
1 Check with your Administrator which time periods have been set for each deadline and how long before the end of each deadline the icon color changes.
Changes to a file are shown in the following ways:
- Bold. Newly added files are placed at the top of the list and displayed in bold font style.
- Italic. Files for which the properties have changed are shown in italic.
- Grayed Out. Files that are grayed out are those that either don’t meet the search criteria anymore—for instance because one of their properties such as its State has changed—or files that have been deleted.
Note: When the panel is refreshed, the entries will be displayed in normal style and sorted according to the column sorting order. Files that are moved to the Trash Can are removed from the Studio panel.
Figure: The different ways in which text is formatted: bold (top) for new files, italic (center) for changed files, and grayed-out (bottom) for files that have been moved to the Trash Can.
You can control the way information is displayed in the panel in various ways.
To sort a single column, click its header once.
To sort multiple columns, click the header of the first column and Shift+click each subsequent column header. A black triangle is shown in the first column header; a hollow triangle is shown in all other column headers. To remove the sorting on multiple columns, click any column header.
To see a preview of a file that is selected in the Document pane, do the following:
- From the panel menu, choose Show Preview
Tip: To change the size of the text displayed in the Preview pane, change the Preview pane font size setting in the Studio preferences.
By default, the Document pane shows all types of files: layouts, images, articles, Dossiers and so on.
When you want to work on files of a particular file type though, you can hide all other files types by filtering the Studio panel. This makes it easier to find the file that you are looking for.
You can change the font size of the text in the Documents pane and that of the Preview pane by changing the Studio preferences.
For more information, see Studio for InDesign and InCopy Preferences.
When viewing the Studio panel in List View mode, the properties of a file — such as its name, Workflow Status, the name of the use who has got the file checked-out and so on — are shown across multiple columns.
You can control which of these columns are shown by right-clicking a column and selecting a name. Columns that are currently visible have a check mark in front of their name, columns that are currently hidden do not have such a check mark.
Creating additional Studio panels is a great way of quickly accessing often used files that are stored in a particular location or files that are of a particular type.
Example: You can set one panel up to access the files of one Brand and another to access the files of another Brand. Or, you can set up one panel to show Dossiers only and another to show images only.
For more information see Working with additional Studio panels in Studio for InDesign and InCopy.
The content of the panel can be updated manually or automatically:
Manually updating the panel is done by clicking the Refresh button.
Automatically updating the panel can be done in different ways:
- Updating each time a file is changed. This method of updating is also known as the 'Live Update' or 'Dynamic Update' method. Its working is shown in the lower left corner of the panel:
- Orange: Dynamic Update is active
- Gray: Dynamic Update is not active
Note: This method is not available in Thumbnail view and in certain Search modes.
- Updating each time any type of action is performed on a file, including opening a file, saving a version, checking-in the file and so on. This method is known as the 'View update' method and is enabled on Studio Server.
- Updating each time a choice is made in Browse mode. When using the Studio panel in Browse mode to search for files in Studio Server, the panel is only automatically refreshed when a choice is made from the Status list. It is also possible to refresh the panel each time a choice is made in any of the lists. This method is known as the 'Auto refresh' method and is enabled on Studio Server.
Files can be placed more than once on a layout. To keep track of this, display the 'Placed On' column. If a file is placed on one or more layouts, the name of each layout is displayed in this column. Note though that when a file is placed more than 50 times, only the text 'Multiple objects' is shown.
- 23 August 2021: Updated section 'Icons and other notification changes' with a reference to file icons.