Skip to main content
Dan Rodney/2 min read

Adding Notes

InCopy vs Word

Layout-Aware

InCopy shows real fonts, sizes, and copy fit; Word doesn't.

Paragraph Styles

Editor sees the actual styled output, not Word's approximation.

Live Sync

Changes appear in InDesign instantly, no copy-paste round trip.

Editorial Tools

Track changes, notes, and copy fit — built for editors.

Master InDesign at Noble Desktop

Noble Desktop's Graphic Design Certificate covers InDesign — the layout app that pairs with InCopy for editorial workflows.

Our guide provides various methods to create notes, including using the menu, note tool or notes panel, with instructions tailored to different view options.

Adding Notes

The following are several ways to create notes. Use whichever you find easiest.

Adding a Note: Using the Menu

  1. You can either create a note that starts off empty or you can convert some text on the page into a note as follows:

    To create an empty note: With no text selected, go to Notes > New Note.
    To convert text into a note: Select some text and choose Notes > Convert to Note.
  2. The note will appear differently based on which view you are in. Follow the appropriate directions below.

    If You Are in the Galley or Story Views:

    The notes will look as shown below. Just enter your note inside the colored brackets.

    note in galley view

    If You Are in Layout View:

    After inserting a new note, the Notes panel will open for you to type in the note. A marker note marker for layout view will appear in the text indicating the location of the note.

    note in layout view

Adding a Note: Using the Note Tool

  1. As shown below, select the Note tool note tool located at the top left of the screen.

    note tool location in toolbar

  2. Click in the text where you want to add a note.

  3. Start typing the note.

Adding a Note: Using the Notes Panel

  1. Switch to Layout view using the tab at the top of the window.

  2. Click in the text where you’d like to leave a note.

  3. Go to Window > Notes or press Command–F10 (Mac) or Control–F10 (Windows).

  4. At the bottom right of the panel, click the New Note button new button.

  5. Start typing the note.

    Temporarily Using the Note Tool

    When you are using the Type tool type tool and want to create a note, you can hold Option–Shift (Mac) or ALT–Shift (Windows) and click where you want to add a note.