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Icons

Visual Identity

Icons simplify complex ideas and translate messages quickly. When designed with a similar style and structure, each icon unifies our communications and creates a consistent brand experience. DORIS icons may appear in two colors to add contrast and dynamism to...

Patterns

Visual Identity

This brand pattern may be used to add versatility and interest. The design draws upon the speech bubble in the DORIS logo and emphasizes our core values, especially Lead with Listening.  Patterns should always be complementary within a design and never the pr...

1 :: Project Launch

Assessment

Sales to Project Handoff   Create and edit project charter Set up Wrike Create project resources Create Alignment Meeting Project in Wrike Scoping Document (Deliverable) Skip step 10: There are only 4 standard research questions in an assessment.  ...

01 Project Launch (sent from Client Leadership)

Participant Communications Communication Content Templates

Purpose  Before DORIS sends any communication directly to participants, a client leader should announce the project internally. Championing their participation at a high level increases the likelihood of engagement and a successful project. The timing and ...

Correcting Overset Text

03 Basic Competence in InDesign Working with Text

What is overset text? Overset text will vanish from your content if it can't fit into a certain text frame. InDesign doesn't delete the text, but it isn't visible. A clear sign of overset text is when the text frame shows a red + plus sign in the bottom righ...

Parent Pages

03 Basic Competence in InDesign Views and Layout Aids

What's a parent page? A parent page is like a background that you can quickly apply to many pages. Objects on a parent page appear on all pages applied. Parent page items that appear on document pages are surrounded by a dotted border. Changes you make to...

FAQs

01 Hello, Adobe InDesign

Opening a document I opened a document, and it told me there are “missing links.” What’s that about, and how do I fix it? What to do about missing links How do I get the toolbars to show me all the tools I need? Setting Up Your Workspace Editing a...

Views: Normal vs. Preview

03 Basic Competence in InDesign Views and Layout Aids

Preview mode in Adobe InDesign displays a document as it will appear after exporting, hiding non-printing elements and frames. To toggle between Normal View and Preview View, you can: Press the W key on your keyboard (as long as the Type Tool is not active)...

Group or Ungroup Objects

03 Basic Competence in InDesign Working with Objects

You can combine several objects into a group to treat them as a single unit. You can then move or transform the objects without affecting their individual positions or attributes. Items are often grouped to make it easier to arrange them on the page. Sele...

Align or Distribute Objects

03 Basic Competence in InDesign Working with Objects

You use the Align panel (Window > Object & Layout > Align) to align or distribute objects horizontally or vertically along the selection, margins, page, or spread. Align means moving the selected objects to have the same horizontal or vertical alignment. For ...

Paragraph Spacing

03 Basic Competence in InDesign Working with Text

Several terms describe space between and around text (leading, kerning, and tracking). The DORIS paragraph and character styles account for all of them. Usually, using the paragraph style built into the document template will accommodate spacing.  Basic Conte...

Graphics + Frames

03 Basic Competence in InDesign Adding and Managing Images

Insert a graphic Choose File > Place to place a graphic (or multiple graphics) in your document. Click Open. If a frame is selected before placing, the graphic is placed within the frame. You can also click to place a graphic into an existing empty frame o...

Lock + Unlock Objects

03 Basic Competence in InDesign Working with Objects

You can use the Lock command to specify that you don’t want certain objects to move in your document. Locked objects stay locked when a document is saved, closed, and then reopened. As long as an object is locked, it cannot be moved.  Select the object or o...

Glossary of InDesign Terms

01 Hello, Adobe InDesign

anchor point—a point on a path that indicates a change of direction. Paths are made up of one or more anchor points. baseline—the invisible line on which most letters sit. It is the starting point for text alignment in InDesign. bleed—the area outside the pa...

3. Delete Figure Text from Main Content

05 Creating Research Documents Phase 1: Create Doc + Add Text

If the document you create includes images and figures, they will be added in the next phase. If the text copied over from the content document includes figure titles, subtitles, or descriptions, it can be deleted. If you want to be extra kind to the person w...

2 :: Project Orientation

Assessment

Confirm Kickoff Meeting logistics Prepare protocol and materials for Kickoff Meetings Conduct Kickoff Meeting  Update Internal Project Team  Update participant attendance Send Kickoff Follow Up Email 

Creating a Google mailmerge

Participant Communications How to Mailmerge

Purpose Sending participant communications.  Responsible Party Data Analyst Interdependencies We have received the client's Participant List Directions Create a mailmerge sheet from the templates gallery, house in 0 - Project communications folder in ...

Sending Mailmerge

Participant Communications How to Mailmerge

Purpose Communicate with participants Responsible Party Data Analyst Interdependencies The email text has been approved by the client.  Directions Create a mailmerge email draft  Change the "From" line to @doris email account  Pull in the tags from ...