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Transcript

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Introduction

This is what we'll create in this episode: certificates for each seminar participant, automatically generated from a CSV file using data merge. Let's get started. Hello, welcome back to the Complete Adobe InDesign Series from Cerdas Inovasi Digital. Data merge combines one design template with a list of data, so each row of data becomes one page. Ideal for certificates, business cards, and invitations. Open the certificate template file.

Step 1: Certificate Template

The design is already complete with a border, logo, and text. The name and material sections still contain example text that will be replaced with data.

Step 2: CSV File

Participant data is stored in Excel and then saved as a CSV UTF-8 file. The first row contains column names, which are name and material, and each subsequent row is one participant.

Step 3: Select Data Source

Open window, utilities, data merge. Click the menu panel, then select data source and choose the participant CSV file. Column names appear in the panel as fields. Select the example name text in the certificate, then click the name field in the panel.

Step 4: Placing Fields

The text changes to a field placeholder in parentheses. Do the same for the material field.

Step 5: Preview

Check the preview box below the panel. The field placeholder is replaced with the first participant's data. Use the arrow keys to view the next participant and check for long names.

Step 6: Create Merged Document

Click the create merge document icon. Select records to merge OL records and single record per page, then OK. InDesign creates a new document containing one certificate for each participant.

Done!

Done. We have prepared the template and CSV file, used the data merge panel, placed the fields, viewed the preview, and created a merged document containing all the certificates. In the next episode, we will use the story editor and spell checker. Need a layout design for a magazine, book, brochure, product catalog, company profile, or annual report? Cerdas Inovasi Digital provides layout and print design services, as well as InDesign courses from beginner to advanced. Want to master the entire series? 104 episodes covering the interface up to magazine and book projects? All episodes, complete with step-by-step PDF guides, exercise files, and project files, are available to premium tutorial subscribers. Subscribe starting at Rp69.000 per month, save 28% with the 12-month package, or pay once Rp999.000 for lifetime access. Want a single class only? Buy individual classes with lifetime access. Subscribe now at the premium page cerdasinovasidigital.com Contact us via WhatsApp, or visit cerdasinovasidigital.com Thank you for watching, see you in the next episode.

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Cerdas Inovasi Digital Team

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53 video classes1,279 episodes

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Transcript

0:03Introduction

0:36Step 1: Certificate Template

0:47Step 2: CSV File

1:00Step 3: Select Data Source

1:17Step 4: Placing Fields

1:27Step 5: Preview

1:41Step 6: Create Merged Document

1:58Done!

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Transcript

0:03Introduction

0:36Step 1: Certificate Template

0:47Step 2: CSV File

1:00Step 3: Select Data Source

1:17Step 4: Placing Fields

1:27Step 5: Preview

1:41Step 6: Create Merged Document

1:58Done!

Ask the class material

My notes

Questions & answers

Your instructor

Introduction

Step 1: Certificate Template

Step 2: CSV File

Step 3: Select Data Source

Step 4: Placing Fields

Step 5: Preview

Step 6: Create Merged Document

Done!

Introduction

Step 1: Certificate Template

Step 2: CSV File

Step 3: Select Data Source

Step 4: Placing Fields

Step 5: Preview

Step 6: Create Merged Document

Done!