In Ted Padova’s Acrobat Community Blog entry called, “Working with tables”, Ted details an effective workflow for those designers who create forms for their clients. Starting in Excel, he moves you to InDesign CS3 and then into Acrobat 8. He discusses how to use some of the great new features in InDesign CS3 to create and modify forms and tables. One of my favorite InDesign features for designing tables is the ability to modify the Excel file data from within InDesign. Just double-click on the xls file in the Links palette and you can edit the data. Once you save the file, it will update in your InDesign table. Very cool! Anne Marie Concepcion has a couple of really nice videos on how to use the table creation features in CS3. Start with “Creating and formatting tables”, then look at “Adding headers and footers to tables”, and “Placing images in tables” and “Using table styles.”
When you need to send your work out for review, one of the easiest ways to do it is to create a pdf file and send it to your client for comments, edits, and mark ups. Claudia McCue has a great little article with guidelines on how to do this effectively. She’s a regular contributor to the Dynamic Graphics site. Check out her article called, “Acrobat Comment and Review Tools.” She’s a great instructional writer. Her directions are clear and she has a very entertaining Southern sense of humor.