Quark QuarkCopyDesk - 7.0 User Manual

A Guide to
QuarkCopyDesk 7

A Guide to
QuarkCopyDesk 7

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A Guide to QuarkCopyDesk 7

Introduction

About this guide 1

What we’re assuming about you 1

Where to go for help 2

1 The QuarkCopyDesk

user interface

Menus 4

QuarkCopyDesk menu — Mac OS only 4

File menu 5

Edit menu 6

Style menu 7

Component menu 9

View menu 10

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Utilities menu 11

Window menu 12

Context menus 13

Palettes 13

Measurements palette 14

Style Sheets palette 15

Colors palette 16

Lists palette 16

Glyphs palette 18

Picture Effects palette 19

Palette Groups and Palette Sets 20

Using palette groups 20

Palette sets: saving a palette configuration 21

2 Articles and components

Understanding articles and components 22

Reading order 23

Text components and pages 23

Editing picture components 24

Master components 24

Templates 25

QuarkCopyDesk lightweight file format 26

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Articles and QuarkXPress 26

Working with articles 29

Creating articles 29

Saving page pictures 30

Saving articles automatically 31

Saving articles as templates 32

Changing article setup 33

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TABL E OF CONTE NTS

Working with components 34

Creating components 34

Controlling component properties 35

Deleting components 35

Navigating among components 35

3 Text and typography

Editing text 36

Importing and exporting text 37

Import/export filters 38

Finding and changing text 39

Checking spelling 41

Auxiliary dictionaries 42

Applying character attributes 42

Applying a font 42

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Choosing a size 43

Applying type styles 43

Applying color, shade, and opacity 44

Applying horizontal or vertical scale 44

Applying baseline shift 45

Applying multiple character attributes 45

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Applying paragraph attributes 46

Controlling alignment 47

Controlling indentation 47

Controlling leading 48

Controlling space before and after paragraphs 49

Setting tabs 50

Controlling widow and orphan lines 50

Controlling hyphenation and justification 51

Specifying Hyphenation Exceptions 52

Using discretionary hyphens 52

Controlling kerning 52

Kerning manually 53

Kerning automatically 53

Controlling tracking 54

Tracking manually 54

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Working with style sheets 55

Creating and editing paragraph style sheets 55

Creating and editing character style sheets 58

Applying style sheets 59

Appending style sheets 60

Controlling font usage 60

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Running text around pictures 61

Fine-tuning a runaround path 63

Manually editing a runaround path 64

Working with text paths 65

Creating drop caps 65

Creating rules above and below paragraphs 66

Anchored boxes 66

Cutting, copying, pasting, and deleting
anchored boxes and lines 67

Working with OpenType fonts 67

Applying OpenType styles 68

Using ligatures 69

Working with the Glyphs palette 69

Displaying invisible characters 71

Inserting special characters 72

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Inserting spaces 72

Inserting other special characters 72

Specifying character language 73

Using Font Fallback 73

Importing and exporting text with
Unicode options 74

Working with font mapping rules 75

4 Color and opacity

Working with colors 76

The Colors palette 76

The Colors dialog box 77

Creating a color 78

Editing a color 79

Duplicating a color 79

Deleting a color 79

Importing colors from another article or project 79

Changing all instances of one color to
another color 79

Applying color and shade to text 80

Working with opacity 80

5 Pictures

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Working with pictures 81

Importing a picture 81

Manipulating pictures 82

Coloring and shading pictures 83

Listing and Updating Pictures 83

Using picture effects 83

Working with picture effects 84

Adjustments and effects 86

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Reviewing QuarkVista usage 88

Setting QuarkVista preferences 89

Working with clipping paths 89

Creating clipping paths 90

Manipulating clipping paths 92

Working with alpha masks 93

Creating alpha masks in an
image-editing application 94

Working with runaround 94

6 Lists

Preparing for Lists 95

Including style sheets in a list 95

Specifying levels for a list 96

Creating a list 96

Navigating with lists 98

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7 Output

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Building a list 99

Updating Lists 99

Printing an article 100

Print dialog box 100

Panes in the Print dialog box 102

Saving an article in PDF format 104

PDF Export Options dialog box 104

Working with output styles 107

8 Views

Switching between views 109

Working in WYSIWYG view 110

Working in Galley view 111

Working in Full Screen view 113

Creating and splitting windows 114

Creating a new window 114

Splitting a window 114

9 Redline

Tracking changes 116

Viewing tracked changes 117

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Accepting and rejecting changes 119

10 Notes

Creating Notes 120

Working with notes 122

Opening and closing notes 122

Showing and hiding notes 122

Deleting notes 122

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Viewing notes by author, date, name, or color 123

Moving and resizing notes 123

Printing Notes 123

Notes in PDFs 123

11 Type Tricks

Make Fraction 124

Make Price 125

Word Space Tracking 126

Line Check 127

Custom Underline 127

Working with custom underline styles 127

12 Multiple Article

XTensions software

Installing QCDMultipleArticle XTensions software 128

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Working with articles 129

Creating an article 131

Manipulating articles and components 131

Exporting articles 132

13 Preferences

Understanding Preferences 134

Defaults and preferences 134

What’s in the QuarkCopyDesk preferences files 137

Changes to QuarkCopyDesk preferences 138

Application preferences 139

Article preferences 141

Default article preferences 141

14 XTensions software

Working with XTensions modules 142

Installing XTensions modules 142

Enabling and disabling XTensions modules 142

Working with XTensions sets 143

QuarkCopyDesk XTensions modules 144

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Introduction

Before you begin, take time to review this chapter so that you understand how

the guide is structured and how you can get the most out of it.

ABOUT THIS GUID E

You do not need to read A Guide to QuarkCopyDesk 7 from cover to cover. Instead,
use this guide to quickly look up information, find out what you need to know,
and get on with your work.

WHAT WE’RE ASSUMING ABOUT YOU

In writing this guide, we assume that you are familiar with your computer and
know how to:

• Launch an application

• Open, save, and close files

• Use menus, dialog boxes, and palettes

• Work within a networked computing environment

• Use the mouse, keyboard commands, and modifier keys

ABOU T THI S GUI DE

Consult the documentation provided with your computer or other resources if
you need more information in any of these areas.

INTR ODU CTION|1

ABOU T THI S GUI DE

WHERE TO GO F OR HELP

If you’re new to QuarkCopyDesk

®

, or if you want to explore one of its other

longstanding features, consult the following resources:

• The QuarkCopyDesk Help file

• Third-party books about QuarkCopyDesk

• General books about desktop publishing

If your issues are at the system level — saving files, moving files, activating
fonts, for example — consult the documentation resources provided with
your computer.

CO NVE NTI O NS I N THI S BOO K

Formatting conventions in this guide highlight information to help you quickly
find what you need.

• Bold type style: The names of all dialog boxes, fields, and other controls are set
in bold type. For example: “Click OK.”

• References: In descriptions of features, parenthetical references guide you in
accessing those features. For example: “The Modify dialog box (Item menu)
lets you format items.”

• Arrows: You will often see arrows (), which map out the menu path to a feature.
For example: “Choose Item  Modify  Text to access the Columns field.”

• Icons: Although many tools and buttons are referenced by name, which you
can see by displaying ToolTips, in some cases icons are shown for easy identi­fication. For example, “Click the button on the Measurements palette to
center text.”

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ABOU T THI S GUI DE

• Cross-platform issues: QuarkCopyDesk is quite consistent across operating
systems. However, some labels, buttons, key combinations, and other aspects
of QuarkCopyDesk must differ between Mac OS

®

and Windows®because of user
interface conventions or other factors. In such cases, both the Mac OS and
Windows versions are presented, separated by a slash, with the Mac OS ver­sion is presented first. For example, if the Mac OS version of a button is labeled

Select, and the Windows version is labeled Browse, you are directed to “Click
Select/Browse.” More complex cross-platform differences are mentioned in

notes or parenthetical statements.

INTR ODU CTION|3

MENU S

Chapter 1: The QuarkCopyDesk
user interface

Skimming through the QuarkCopyDesk user interface, you will find that many

commands are familiar or self-explanatory. Once you become familiar with

QuarkCopyDesk menus and dialog boxes, you will discover that keyboard

commands and palettes offer convenient access to features that you can also

access through menus.

This chapter is intended to provide an overview of the functionality of the
QuarkCopyDesk interface. For an introduction to articles, components, and
using QuarkCopyDesk in general, see Chapter 2, “Articles and components.”

MENUS

QUARKCOPYDESK MENU — MAC OS ONLY

The QuarkCopyDesk menu is a part of QuarkCopyDesk for Mac OS X. This
menu contains the same commands as in the application menu for other
Mac OS X applications — to hide or show QuarkCopyDesk and other applica­tions, to access preferences, and to quit QuarkCopyDesk. This menu includes
the following commands:

• About QuarkCopyDesk: Use this command to display information about
QuarkCopyDesk such as the version number.

• Transfer QuarkCopyDesk License: Use this command to deactivate
QuarkCopyDesk on one computer so that you can activate it on a different
computer. Available only when QuarkCopyDesk has been activated.

4

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MENU S

• Activate QuarkCopyDesk: Use this command to activate QuarkCopyDesk on
your computer. Available only when QuarkCopyDesk is running in demo mode.

• Preferences: Preferences enable you to specify default settings and customize
the way QuarkCopyDesk works. You can modify application or article prefer­ences. Application preferences apply to QuarkCopyDesk; therefore, they affect
the way all articles are handled. Article preferences affect only the active article.
However, if you change article preferences with no open articles, the new
preferences become default settings for all new articles.

• Quit QuarkCopyDesk: Exits the application.

FILE MEN U

The File menu enables you to manipulate electronic files in a number of ways,
including the ability to create, open, print, and save. This menu includes the
following commands:

• New: Choose an option from the New submenu to create an article. If you
choose New Article from Template, you can select a QuarkCopyDesk template
file from which you can create the article.

• Open: Use this option to open article files.

• Close: Closes the active article.

• Save: Use this option to save the active article.

• Save As: Use this option to save a copy of the active article.

• Revert to Saved: Returns the active article to the state it was in when it was
last saved.

• Import Text/Import Picture: This command changes depending on what kind
of box is selected. You can use this command to import text into a text box or
to import a picture into a picture box.

• Save Text: Use this option to save the contents of the active text component
as a separate file.

• Append: Use this option to append style sheets, colors, and a variety of other
types of resources from another article file.

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MENU S

• Article Setup: Displays the Article Setup dialog box, which lets you set the
page size and orientation, control whether the article uses facing pages, and
create and configure the article’s master components.

• PDF: Use this option to create a PDF from the active article.

• Print: Lets you print the active article.

• Exit (Windows only): Use this option to exit the application.

EDIT MEN U

The Edit menu enables you to edit text, use the Clipboard, search and replace
text and formatting, change application defaults, predetermine text formatting,
create lists, and customize common printing procedures. This menu includes
the following commands:

• Undo: Undoes the last action.

• Redo: Redoes an undone action.

• Cut: Cuts the active content.

• Copy: Copies the active content to the clipboard.

• Paste: Pastes the clipboard contents in the active component.

• Clear (Mac OS only): Deletes the active content.

• Delete (Windows only): Deletes the active content.

• Select All: Selects all content in the active component.

• Show Clipboard: Displays the contents of the clipboard.

• Find/Change: Displays the Find/Change palette, which you can use to find
and change text based on content, formatting, or both.

• Style Sheets: Lets you add, edit, and delete style sheet definitions. Style sheets
are a tool that makes it easy to format content consistently.

• Colors: Lets you add, edit, and delete color definitions.

• H&Js: Lets you add, edit, and delete H&J (hyphenation and justification)
definitions. H&Js let you control how text breaks.

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MENU S

• Lists: Lets you add, edit, and delete list definitions. The Lists feature is a tool
for automatically generating tables of contents, indexes, and other types of
listed content.

• Dashes and Stripes: Lets you add, edit, and delete custom line patterns.

• Underline Styles: Lets you add, edit, and delete custom underline styles.

• Output Styles: Lets you add, edit, and delete output style definitions. Output
styles let you easily switch between different sets of output options.

• Program Language: In QuarkCopyDesk Passport, this option lets you change
the language of the user interface.

STYLE MENU

The Style menu changes depending on whether text or a picture is active.

ST YLE MENU FOR T EXT

The Style menu for text includes commands for specifying character attrib­utes and paragraph formats. This menu includes the following commands:

• Font: Lets you change the font of selected text.

• Size: Lets you change the size of selected text.

• Type Style: Lets you apply type styles such as bold, italic, and underline to
selected text.

• Change Case: Lets you change case of selected text to uppercase, lower case,
or title case.

• Color: Lets you change the color of selected text and apply color to
selected pictures.

• Shade: Lets you set the intensity of an applied color.

• Opacity: Lets you control the transparency of selected text and pictures.

• Horizontal/Vertical Scale: Lets you stretch selected text horizontally or
vertically.

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MENU S

• Kern/Track: When the text insertion point is between two characters, Kern
lets you control the spacing between those characters. When text is selected,
Track lets you control the spacing between all selected characters.

• Baseline Shift: Lets you move selected text up or down in relation to the
baseline without changing line spacing.

• Character: Displays the Character Attributes dialog box, which lets you control
every aspect of character formatting for selected text.

• Character Style Sheets: Lets you apply character style sheets to selected text.

• Alignment: Lets you align active paragraphs to the left, right, or center.
Also lets you justify or force-justify active paragraphs.

• Leading: Lets you change the line spacing of selected paragraphs.

• Formats: Displays the Paragraph Attributes dialog box, which lets you control
every aspect of paragraph formatting for selected text.

• Tabs: Lets you set tab stops for selected paragraphs.

• Rules: Lets you create automatic lines above and below selected paragraphs.

• Paragraph Style Sheets: Lets you apply paragraph style sheets to selected text.

• Flip Horizontal: Lets you flip selected text or pictures horizontally in their boxes.

• Flip Vertical: Lets you flip selected text or pictures vertically in their boxes.

• Underline Styles: Lets you apply custom underlines to selected text.

ST YLE MENU FOR P ICT U RES

The Style menu for pictures includes commands for formatting and editing
pictures in picture components. This menu includes the following commands:

• Picture: Displays the Modify Picture dialog box, which lets you control the
attributes of the selected picture.

• Flip Horizontal: Flips the selected picture horizontally.

• Flip Vertical: Flips the selected picture vertically.

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MENU S

• Scale Picture: Displays a submenu that lets you change the scale (magnification)
of the selected picture.

• Rotate Picture: Displays a submenu that lets you rotate the selected picture
within its picture component.

• Center Picture: Centers the selected picture within its picture component.

• Stretch Picture to Fit Box: Enlarges or shrinks the picture to fit the picture
component, stretching the picture along one axis if necessary.

• Scale Picture to Fit Box: Enlarges or shrinks the picture to fit the picture
component without changing the picture’s aspect ratio.

• Reset Picture: Sets the selected picture’s offset across, offset down, angle, and
skew to zero and sets the picture scale to 100% on both axes.

• Picture Effect: Displays a submenu that lets you apply picture adjustments and
filters to the selected picture.

• Halftone: Displays the Picture Halftone Specifications dialog box, which lets
you set a halftone frequency, angle, and dot shape for a grayscale picture.

• Edit: Displays a submenu that lets you edit a runaround and clipping path for
the selected picture.

• Point/Segment Type: Lets you change the type of the selected point (corner,
smooth, or symmetrical) or segment (straight or curved).

COMPONENT MENU

The Component menu includes commands for adding, deleting, and
modifying article components. For more information about articles and
components, see Chapter 1, “Articles and components.” This menu includes
the following commands:

• New: Lets you add a component to the active article.

• Properties: Lets you control the properties of the active component, including
the component’s name.

• Delete: Lets you delete the active component from the active article.

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MENU S

• Expand All: In Galley view and Full Screen view, expands all components in
the active article.

• Collapse All: In Galley view and Full Screen view, collapses all components in
the active article.

In addition, this menu includes an item for every component in the active
article. You can use these menu items to easily switch between components
when in WYSIWYG view.

VIEW MEN U

The View menu gives you options for viewing articles. This menu includes the
following commands:

• WYSIWYG: Lets you switch to the WYSIWYG view mode. This view mode is
useful for envisioning the page as it will appear at output. Options on this
submenu let you choose a magnification at which to view the article.

• Galley: Lets you switch to the Galley view mode. This view mode is useful for
editing text and checking line breaks.

• Full Screen: Lets you switch to the Full Screen view mode. This view mode is
optimized for editing text.

• Pages: The options on this submenu let you navigate between pages in the
active article.

• Page Picture: Displays or hides page elements (such as pictures or lines) for
an active article in WYSIWYG view when the article includes page pictures.

• Invisibles: Displays or hides invisible characters.

• Guides: Displays or hides page guides.

• Article Guides: Displays or hides colored outlines on page items that belong
to an article.

• Show Notes/Hide Notes: Displays and hides notes.

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MENU S

UTILITIES MENU

The Utilities menu includes commands for checking spelling and hyphenation,
listing fonts, and managing QuarkCopyDesk

®

XTensions®and PostScript

®

Printer Description (PPD) files. This menu includes the following commands:

• Check Spelling: Displays a submenu that enables you to choose whether to
check the spelling of a word, component, or article.

• Auxiliary Dictionary: Lets you specify an auxiliary dictionary for use in
spell checking.

• Edit Auxiliary: Lets you edit the auxiliary dictionary associated with the
active article.

• Insert Character: Lets you easily insert special characters, including special
breaking and nonbreaking spaces.

• Suggested Hyphenation: Displays the suggested hyphenation for the word
containing the text insertion point.

• Hyphenation Exceptions: Lets you specify whether and how particular words
should be hyphenated in the active article.

• Usage: Lets you view and update the usage of fonts, pictures, QuarkVista

™

effects, color profiles, and tables that are linked to external data sources.

• XTensions Manager: Lets you control which XTensions modules are loaded
when the application is launched.

• Font Mapping: Lets you create and edit rules for substituting a new font for a
font that is requested by an article but which is not installed on your computer.

• Component Status: Lets you view the status of required components (.qrc files).

• PPD Manager: Lets you control which PostScript Printer Description files (PPDs)
are loaded in the Print dialog box.

• Profile Manager: Lets you control which color profiles are loaded in
the application.

• Use German (Reformed): Lets you control whether spell checking uses the
reformed German dictionary.

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