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Dan Rodney/1 min read

Setting Your User Name

InCopy Workflow Setup

1

Designer Sets Up

Designer creates the InDesign layout with named text frames.

2

Export Assignments

File → Assignments → New — bundles frames for the editor.

3

Editor Opens InCopy

Editor checks out content, writes within the layout's constraints.

4

Check In Updates

Designer sees real-time text changes flow into the InDesign layout.

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Learn about the importance of User Names in InCopy, how to check and set your User Name, and understand the functionality it provides in collaborative work environments.

Setting Your User Name

User Names are important for InCopy because multiple people work on files. The user name is stored when each person leaves a note, makes a trackable change, etc. The first time you use InCopy and start editing text, it will ask what user name you’d like to choose. Aside from that, here are some things you may need to know how to do.

Checking the User Name

You may need to check the current User Name. For example, if you change to someone else’s computer you may want to temporarily change the User Name so people know you made that Note or change.

  1. Go to Window > Assignments.

  2. At the bottom left of the panel, the User Name is displayed.

    As shown below, the User Name is Ned Editor.

    assignments user name

Setting the User Name

  1. If you have any documents open, close them all.
  2. Go into the File menu and choose User.

  3. Enter a unique User Name and Color. Click OK.

    Setting the User Name in the Assignments Panel

    1. Open the Assignments panel (Window > Assignments).

    2. At the top right of the panel, click the panel menu button panel menu to open the menu.

    3. From that panel menu, choose User.