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What are the InDesign package do's and don'ts for the Template Studio?

Design and formatting do's and don'ts

Image boxes

Do:

  • Use InDesign Frame Fitting Options to control how images scale, for example Fill Frame Proportionally.

Do not:

  • Use Crop Amounts to adjust the image.

 

Text boxes

Do:

  • Use large text examples to size your text boxes correctly. This reduces the chance of text being cut off in the HTML preview.

  • Use Content Fitting and set Inset Spacing to ensure the entire font sits comfortably inside the box.

Do not:

  • Keep text boxes too small. This can cause the Template Studio preview to cut off text.

 

Shapes

Do:

  • Use simple shapes such as circles or rectangles.

  • Create a PDF for complex shapes before packaging.

Do not:

  • Use free shapes created directly in InDesign. These may not convert correctly.

 

Master design elements

Do:

  • Create design elements directly on the pages.

Do not:

  • Use Master Pages. The InDesign Server does not recognize Master Page content.

 

Color, gradient and file do's and don'ts

Colors

Do:

  • Use CMYK or RGB color models.

  • Add all used colors to Swatches.

  • Use transparent colors such as opacity 20 percent directly in InDesign.

Do not:

  • Use Pantone colors.

  • Apply colors from the colorpicker without adding them to Swatches.

 

Gradients and opacities

Do:

  • Create gradients in Photoshop or Illustrator.

  • Create a PDF of any shape that uses opacity lower than 100 percent.

  • Use shade effects from InDesign.

Do not:

  • Create gradients for shapes or text directly in InDesign.

  • Use shapes with opacity lower than 100 percent created in InDesign.

 

Fonts

Do:

  • Embed all fonts in the package.

  • Add Adobe or Google fonts manually to the package.

Do not:

  • Leave fonts out of the package.

  • Use different styles or sizes inside the same textbox without tagging the text separately.

 

Linked files

Do:

  • Avoid special characters in all filenames.

Do not:

  • Use special characters in linked file names. These can cause conversion errors.

 

Tips for successful template conversion

  • Test a simple version of your design first to confirm the conversion works as expected.

  • Keep shapes and effects as basic as possible to reduce processing issues.

  • Use consistent fonts and swatches across your document.

  • Review the final packaged folder to confirm all assets are included.