If you are using a slightly newer version of Creative Cloud to an older Creative Cloud version, you might have the option to save directly, but Exporting to IDML is always safer. Go to > Save As .

This is the standard method for transferring files to older versions. the file in your newer version of InDesign. on Windows). In the Format dropdown menu, select InDesign Markup (IDML) The recipient can now open this file in their older version of InDesign. 💡 Note: If you are using InDesign 2026, you can also use File > Save As

Steps:

Note: This service requires an active internet connection and a Creative Cloud subscription. Important Caveats and Potential Issues

Open your document ( .indd ) in the newer version of InDesign.

A prompt will appear asking you to confirm the conversion. Click . Why This Method Sometimes Fails:

When you open an IDML file in an older version of InDesign, the software reconstructs the document from scratch. Method 1: Export as IDML (Most Common Method)

Text might shift slightly if the newer version handled hyphenation or tracking differently. New Features:

Immediately go to > Save As and save it as a native .indd file native to that older software version. How to Convert Without the Newer Software