Suitcase Fusion 3 User Guide for Mac OS - Extensis

Preparing Documents and Libraries
The ultimate goal of using Font Sense is that you—and the people in your workflow—never encounter missing
fonts, font conflicts, or issues with multiple versions of the same font. To make this happen, you need to:
• Make sure documents have Font Sense metadata saved with them. If the documents were previously
opened with the plug-ins from Font Reserve, Font Reserve Server, Universal Type Server or a previous
version of Suitcase Fusion, they will already contain this data.
• Make sure users in your workflow have all the fonts that they need and have added those fonts to
Suitcase Fusion.
• Users should select the appropriate library from which to activate fonts from the plug-in options in the
design application.
� In Adobe Photoshop, choose File > Automate > Extensis to open the Extensis dialog, then
choose a library or All Libraries from the Select Library drop-down menu.
� In Adobe Illustrator or InDesign, choose Type > Suitcase Fusion > Library, then select a specific
library or All Libraries.
� In QuarkXpress, choose Utilities > Suitcase Fusion > Library, then select a specific library or All
Libraries.
Unless you select the All Libraries option, the plug-ins only auto-activate and create sets from fonts in
one library.
Saving Font Sense Metadata with Documents
Font Sense is designed to ensure that the precise fonts used in a document are auto-activated each time the
document is opened, revised, and printed. If you use Font Sense consistently—and make the appropriate fonts
available to other users—you should never encounter missing fonts, font conflicts, or confusion regarding
multiple versions of the same font.
When you get started using the plug-ins, however, many documents will not have Font Sense information in
them. In a service bureau or agency environment, in which you receive many documents and fonts from the
outside, it is worth your time to save Font Sense data within your documents. To do this:
1. Set up a “preflight” workstation to handle all incoming documents.
NOTE: The workstation should have a copy of Suitcase Fusion, all the applications you support with the
auto-activation plug-ins enabled (QuarkXPress, Photoshop, Illustrator, InDesign), and Use Font Sense
enabled in the Auto-Activation Preferences for each application.
2. In Suitcase Fusion, manually create or add a set containing only the document’s fonts. Activate only that
set; be sure that no other fonts are active through Suitcase Fusion.
3. Start the design application, make sure the plug-in is enabled, then open the document.
4. Make a small change to the document and save it. This records the Font Sense metadata within the
document.
NOTE: If you are hesitant to make a change in a document, you can use Save As to save the file in the
same location with the same name, replacing the original when prompted. This will also add the Font
Sense metadata to the file.
5. Use the Make Document Set command to create a set for the document.
Make Document Set is available from the Type > Suitcase Fusion menu in Adobe Illustrator and
InDesign, and from the Utilities > Suitcase Fusion menu in QuarkXPress.
In Adobe Photoshop, the Make Document Set command is accessed from the Extensis dialog; choose
File > Automate > Extensis to open the dialog.
6. Collect all of the fonts in the active set and be sure that all users in the workflow add those fonts to
Suitcase Fusion before opening the document.
NOTE: You can also preflight any existing documents that do not have Font Sense data. Let the plug-ins
automatically activate the “best” fonts or choose the fonts yourself. Then save the documents to record Font
Sense metadata with them.
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