1) Creating and Threading Frames
What a text frame is (and what “threading” means)
A text frame is a container that holds text. A story is the continuous text content that can flow through one or many frames. Threading connects frames so the story continues from one frame to the next, creating a controlled reading order across columns, pages, and spreads.
Creating a text frame with predictable behavior
- Select the Type Tool (T).
- Click-drag to draw a frame. For column-based layouts, draw the frame to the intended column width rather than spanning multiple columns unless you truly want a single wide measure.
- With the frame selected, open Object > Text Frame Options to set Inset Spacing (padding) and Vertical Justification if needed (commonly Top for body text).
Threading frames (manual method)
Each text frame has an in-port (top-left) and an out-port (bottom-right). When a frame contains more text than it can display, the out-port shows an overset indicator.
- Select the first text frame with the Selection Tool (V).
- Click the out-port (bottom-right square). Your cursor becomes a loaded text icon.
- Click an existing frame to thread into it, or click-drag to create a new frame that becomes the next frame in the thread.
- Repeat to continue the chain across columns/pages.
Threading across pages without losing control
When threading to a frame on another page, zoom out enough to see both pages (or use the Pages panel to navigate). The key is to thread in the intended reading order (e.g., left column to right column, then to the next page’s left column).
Tip: If you need to change the order later, use the Selection tool to click a frame’s in/out port and reassign the connection by clicking a different target frame.
Primary Text Frame (when and why to use it)
A Primary Text Frame is a special frame intended to automatically hold and reflow a main story as pages are added or removed. It’s ideal for long documents where the body text should continuously flow through the document without manually creating new frames each time.
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- Use it for: books, reports, manuals—any document with a main continuous story.
- Avoid it for: layouts where each page has independent text blocks, or where text should not automatically continue.
When a primary text frame is set up in the document, placing text into it can automatically generate additional pages as needed (depending on your flow settings) and keep the story connected through the document.
2) Placing and Flowing Text Through Multiple Pages
Placing text into a frame
- Go to File > Place and choose a text file (e.g., .docx, .txt).
- Click into a target text frame to place the text.
- If you want to control formatting import, use the options in the Place dialog (for example, preserving styles from a Word file versus mapping to InDesign styles).
Loaded text cursor: three practical flow modes
After placing, InDesign often gives you a loaded text cursor. How you click determines how the story flows:
- Click: fills the current frame only; any remaining text becomes overset.
- Shift-click (Auto-Flow): creates and threads new frames as needed, continuing through columns/pages based on your layout.
- Alt/Option + Shift-click (Smart Text Reflow behavior): can add pages as needed (when Smart Text Reflow is enabled) to avoid overset in long documents.
Step-by-step: flowing a long story across multiple pages (controlled method)
- Create the first text frame where the story should begin.
- File > Place your text.
- With the loaded cursor, Shift-click inside the first frame to auto-flow.
- Watch how InDesign creates additional frames; if it’s creating frames in the wrong locations, undo and instead place into a known frame structure (e.g., pre-drawn frames) and thread manually.
Step-by-step: flowing into an existing multi-column structure
- Draw (or prepare) the first column frame and the next column frame on the same page.
- Place text into the first frame.
- If overset appears, click the first frame’s out-port and click the next column frame to thread.
- Continue threading to the next page’s first column frame, then second column frame, and so on.
Story management essentials (what to select and how)
- Select the frame (Selection tool) to manage threading, ports, and frame geometry.
- Select text (Type tool) to edit content and apply character/paragraph formatting.
- Use Edit > Edit in Story Editor to work with the story as a continuous text stream, independent of layout constraints.
Using the Story Editor for clean text flow work
The Story Editor is useful when layout is complex or when overset makes on-page editing difficult. It shows the story in a linear view and can highlight overset text.
- Click inside the story with the Type tool.
- Choose Edit > Edit in Story Editor.
- Edit text while monitoring overset indicators; then return to Layout view to confirm the flow and breaks.
3) Managing Overset and Reflow
Overset text: what it is and how to detect it fast
Overset text occurs when a frame contains more text than it can display. It’s a common source of missing content in multi-page documents.
- Look for the red plus in the out-port of a text frame.
- Use Preflight (if enabled) to catch overset as an error.
- Use the Story Editor to reveal overset content in a continuous view.
Step-by-step: fixing overset by threading to a new frame
- Select the overset frame.
- Click the out-port (red plus).
- Navigate to the next page (or create space on the current page).
- Click-drag to create a new frame, or click an existing frame to thread into it.
Step-by-step: fixing overset without adding frames (when space is tight)
Use these in moderation; the goal is readability, not forcing text to fit.
- Edit the text: shorten or move content.
- Adjust frame geometry: increase frame height or width if the layout allows.
- Adjust paragraph settings: slightly change tracking or hyphenation settings only if it remains typographically acceptable.
- Adjust column settings: change number of columns or gutter if the design permits.
Controlling reflow when inserting pages
Reflow is the way text redistributes across threaded frames when the available space changes (for example, when you insert a page, change a frame size, or move an anchored object). In long documents, uncontrolled reflow can create cascading layout changes.
Techniques to keep reflow predictable
- Use a primary text frame for the main story so added pages extend the flow consistently.
- Insert pages at logical breakpoints: add pages at section boundaries rather than mid-story when possible.
- Keep frame geometry consistent across pages in the main flow so line endings and page breaks don’t shift unexpectedly.
- Avoid manual line breaks to “force” endings; they break easily when reflow occurs.
- Use Keep Options (paragraph-level) for headings and critical blocks so they don’t separate awkwardly during reflow.
Step-by-step: inserting pages while minimizing disruption
- Identify where the new content should enter the story (e.g., before a heading).
- Insert the required pages.
- Confirm the story is still threaded correctly (no broken links between frames).
- Scan for layout shifts: headings stranded at the bottom, widows/orphans, or unexpected hyphenation changes.
- Apply targeted controls (Keep Options, minor edits) rather than manual spacing hacks.
Managing stories and threads in complex documents
Multi-page documents often contain multiple stories (main body, sidebars, captions). Keep them intentionally separate unless they must flow together.
- Thread only what should read continuously.
- Keep captions and callouts as separate stories to prevent accidental reflow when body text changes.
- When moving frames, verify you didn’t accidentally re-thread by clicking ports.
4) Quality Checks for Typographic Consistency
Hyphenation and justification: readability first
Hyphenation and justification settings strongly affect texture (the “color” of a paragraph), spacing, and the frequency of hyphens. Poor settings can cause rivers, uneven spacing, and distracting hyphen stacks.
Practical hyphenation controls
- Use hyphenation to reduce large word spaces in narrow columns, but limit excessive hyphens.
- Adjust hyphenation settings at the paragraph style level so the document remains consistent.
- Watch for consecutive hyphenated lines and hyphenation of proper nouns; correct with exceptions or manual edits when necessary.
Justification controls (spacing balance)
Justification settings determine how InDesign distributes space between words, letters, and glyphs to achieve alignment. Overly aggressive settings can produce stretched lines and visible rivers.
- Prefer conservative word spacing ranges for body text.
- Use letter spacing and glyph scaling sparingly; small adjustments can help, but large ranges can degrade type quality.
- Evaluate paragraphs at 100% view for realistic spacing judgment.
Step-by-step: checking for typographic issues caused by reflow
- Zoom to a comfortable reading size (often 100%).
- Scan page by page for: widows/orphans, short last lines, stacked hyphens, and sudden spacing changes.
- Check headings: ensure they stay with the following paragraph and don’t land alone at the bottom of a column.
- Confirm that threaded frames maintain the intended reading order (especially across spreads).
Using Story Editor + Layout view as a two-pass workflow
- Pass 1 (Story Editor): clean text, remove accidental double spaces, fix obvious typos, confirm no overset content is hidden.
- Pass 2 (Layout view): verify line breaks, hyphenation, and paragraph color; adjust paragraph settings where patterns repeat.
Consistency checklist (quick table)
| Check | What to look for | Typical fix |
|---|---|---|
| Overset text | Red plus in out-port; missing content | Thread to next frame, add page/frame, or edit text |
| Broken thread | Text stops unexpectedly; wrong reading order | Re-thread using in/out ports; verify sequence |
| Hyphen stacks | Many consecutive hyphenated lines | Tighten hyphenation limits; edit wording; adjust measure |
| Rivers / uneven spacing | Visible vertical gaps in justified text | Refine justification settings; consider hyphenation; adjust column width |
| Widows/orphans | Single lines stranded at top/bottom | Keep Options; minor edits; adjust tracking carefully |
| Heading separation | Heading at bottom without following text | Keep with next; keep lines together |