Installation of the Freelance Workshops Forms Collection for InDesign

Once your order is processed by ShareIt, you can download a 781Kb file called Depending on your platform, you can use WinZip or MacZip (or their equivalents) to decompress the file. Simply unzip the contents into a new directory anywhere on your hard drive; three sub-directories will be created automatically. Your top directory will contain the readme-indesign.txt file, which is reproduced as follows:

Additional Information:

Welcome to the Freelance Workshops Business & Project Management Forms ReadMe file for InDesign 1.5.

Once you decompress your downloaded file, you should have the following four folders containing the following files.

FOLDER: FLW InDesign Forms
— readme-indesign.txt (this file)

— 1×1-clear.gif
— blu_bullet.gif
— flowchart.gif
— FLW logo-horzB7.gif
— FLW logo-horz-blue.gif
— FLW logostack-blue.gif
— FLW logostack-white.gif
— forms2.gif
— index-of-forms.htm
— project-management.htm
— Workshops.css
— WorkshopsNS.css

FOLDER: InDesign
— Freelance Workshops Forms for Print.indd
— Freelance Workshops Forms for Web.indd
— Freelance Workshops Project Flowcharts.indd
— ClientMeeting.wmf
— FinalCA.wmf
— FLW-logo.gif

— Freelance Workshops Forms for Print.pdf
— Freelance Workshops Forms for Web.pdf
— Freelance Workshops Project Flowcharts.pdf


Since you will likely be editing your InDesign files, I recommend you make backup copies of your originals and keep them in a safe place.

First Issue: FONTS

In order to keep these forms as universal as possible, I have used only three fonts: Times New Roman, Helvetica, Zapf Dingbats.

The Zapf Dingbats are not tied to a style, but used only for little check boxes on select forms. You’ll find them.

Times New Roman is the primary font, Helvetica is the secondary font. You can specify different fonts on a page by page basis, or you can make global changes in the “Paragraph Styles” palette. All of the styles listed there specify Times New Roman EXCEPT:

Gen Wkg Subhead – FLW
Letters – Small Print

Those three specify Helvetica.

Unless you have the exact fonts which I have used installed on your machine when you first open the InDesign files, you will receive a “fonts not found” message. Before you make radical font substitutions (which you are free to do), I suggest you match Times New Roman and Helvetica as closely as possible, either when you first open the files or through the styles palette in the program. That way you can get a feel for working with the forms and make modifications from a solid foundation.

The PDF files will show you what the forms are supposed to look like. View them in Adobe Acrobat reader. The PDF forms are also useful if you are the cut/paste/photocopy type. Many of the forms can be used without modification, with minor modifications, or with just a logo/address change.

If you plan to radically change the forms, the InDesign files will save you the trouble of keying in the text and can serve as baseline templates.


Second Issue: YOUR LOGO

You don’t really want the Freelance Workshops logo on *your* forms, do you? I knew it. That’s why I made it quick and easy for you to change. Go to your “Pages” palette, select “A – Document Master” and insert your logo and address info. You can use my “B – FLW Logo” master as a guide. When you are finished, click on any of the regular page icons in the Pages palette, then click the arrow in the upper right corner. Select “Apply Master to Pages….” in the fly-out menu and make your changes in the dialog box. Bingo. If you applied your new document master to pages “1-33″, your logo and address info are now on every page. Just think of me once in awhile, okay?



These are a bit different from the others in that they are horizontal, they have two linked files, and they use layers. Best to keep them separate.

If you want to start closing more deals, this is the form to use. It is literally a visual road map of your client’s project. At first blush, it appears very labor intensive, and it IS the first few times you use it. After that, the shortcuts become obvious and you can put flowcharts together in a few minutes.

Yes, you usually have to change the dates *manually* each time and then slide the month titles left or right to match. If you’re having a good day, this takes about 30 seconds. It’s a five minute job on a bad day.

I recommend that you make yourself a blank template that you can print out and write on. Work out your production schedule there. Then go to your computer, re-lable the left column to reflect your project, then just pull the square dots, rules and client meetings into place. These elements are on a separate layer to prevent you from accidentally rearranging your calendar. Even though I have confined this template to 8-1/2″ x 11,” you can make these as long as you need. Just print out the pages, tape them together and you have an impressive fold-out for your client — and you.


The two web pages, index-of-forms.htm and project-management.htm, are from my Freelance Workshops site. You have seen them, but it is nice to have them on hand. The index-of-forms lists all the forms and suggests how you may use them, the project management page let’s you know *when* to use them.

The first page of the Print and Web InDesign files also include an index, with a designation of which forms are for internal use and which are for external (ie your client’s and associates will see these) use. Each form has a title for easy identification, but you will obviously want to remove some of those once you orient yourself to what’s in the package.

Good luck with the forms! Drop me an email and let me know how you have incorporated them into your business.

Dan Turner

Comments? Questions? Email me at
© 2002-2009
Dan Turner’s Freelance Workshops Copyright © 1999-2009 by Dan Turner. All Rights Reserved.

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