Understanding the Workflow

Setting up an automated XML workflow within InDesign is less complicated than you might think. All that’s required is a basic understanding of XML, strategic use of InDesign’s toolset, and keen attention to detail. In fact, if you’ve already used Data Merge, you’ll find the process quite similar.

To begin, you need to generate an XML document, which contains the content for the layout you’ll be producing. In the best scenario, all your data is stored in a database so you can simply export the information you need from the database to an XML document. In other situations, you might be able to export the XML content from another InDesign file. And as a last resort, you might choose to manually write the XML, which really ...

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