Quark QuarkCopyDesk - 8.5 User Manual
A Guide to QuarkCopyDesk
8.5
CONTENTS
Contents
About this guide...............................................................................9
What we're assuming about you............................................................................9
Where to go for help..............................................................................................9
Conventions..........................................................................................................10
Technology note...................................................................................................10
The user interface...........................................................................11
Menus...................................................................................................................11
QuarkCopyDesk menu (Mac OS only)...........................................................................11
File menu.......................................................................................................................12
Edit menu......................................................................................................................12
Style menu.....................................................................................................................13
Component menu.........................................................................................................15
View menu.....................................................................................................................15
Utilities menu.................................................................................................................16
Window menu...............................................................................................................17
Context menus......................................................................................................18
Palettes.................................................................................................................18
Measurements palette...................................................................................................18
Style Sheets palette.......................................................................................................19
Colors palette................................................................................................................19
Lists palette...................................................................................................................20
Glyphs palette...............................................................................................................21
Picture Effects palette...................................................................................................22
Palette groups and palette sets............................................................................23
Splitting a window................................................................................................24
Articles and components.................................................................25
Understanding articles and components..............................................................25
Reading order...............................................................................................................25
Text components and pages.........................................................................................26
Editing picture components..........................................................................................26
Master components......................................................................................................26
Templates......................................................................................................................27
QuarkCopyDesk lightweight file format........................................................................27
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Articles and QuarkXPress..............................................................................................27
Working with articles............................................................................................29
Creating articles............................................................................................................30
Saving articles automatically.........................................................................................30
Saving articles as templates..........................................................................................31
Changing article setup..................................................................................................31
Working with components....................................................................................33
Creating components....................................................................................................33
Controlling component properties................................................................................33
Deleting components....................................................................................................33
Navigating among components....................................................................................33
Text and typography.......................................................................35
Editing text...........................................................................................................35
Importing and exporting text...............................................................................35
Import/export filters......................................................................................................36
Importing and exporting text with Unicode options.....................................................36
Finding and changing text....................................................................................37
Checking spelling..................................................................................................38
Auxiliary dictionaries.....................................................................................................40
Counting words and characters............................................................................40
Applying character attributes...............................................................................41
Applying a font..............................................................................................................41
Choosing a font size......................................................................................................42
Applying type styles......................................................................................................42
Applying color, shade, and opacity...............................................................................43
Applying horizontal or vertical scale.............................................................................43
Applying baseline shift..................................................................................................44
Applying multiple character attributes..........................................................................44
Applying paragraph attributes.............................................................................45
Controlling alignment...................................................................................................45
Controlling indentation.................................................................................................46
Controlling leading........................................................................................................47
Controlling space before and after paragraphs............................................................48
Setting tabs...................................................................................................................48
Controlling widow and orphan lines.............................................................................48
Controlling hyphenation and justification.............................................................49
Specifying hyphenation exceptions..............................................................................50
Using discretionary hyphens.........................................................................................50
Controlling kerning...............................................................................................50
Kerning manually...........................................................................................................50
Kerning automatically....................................................................................................51
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CONTENTS
Controlling tracking..............................................................................................51
Tracking manually..........................................................................................................52
Working with style sheets....................................................................................52
Creating and editing paragraph style sheets................................................................52
Creating and editing character style sheets..................................................................55
Applying style sheets....................................................................................................57
Appending style sheets.................................................................................................57
Controlling font usage..........................................................................................57
Using text runaround............................................................................................58
Running text around pictures........................................................................................58
Fine-tuning a runaround path.......................................................................................60
Editing a runaround path..............................................................................................60
Working with text paths.......................................................................................61
Creating drop caps...............................................................................................61
Using anchored boxes...........................................................................................61
Working with OpenType fonts.............................................................................62
Applying OpenType styles............................................................................................62
Using ligatures...............................................................................................................64
Working with the Glyphs palette..........................................................................64
Displaying invisible characters..............................................................................66
Inserting special characters...................................................................................66
Inserting spaces.............................................................................................................66
Inserting other special characters..................................................................................66
Specifying character language..............................................................................66
Using font fallback................................................................................................66
Working with font mapping rules.........................................................................67
Working with hanging characters.........................................................................67
Creating hanging character classes...............................................................................69
Creating hanging character sets ..................................................................................70
Applying hanging character sets...................................................................................71
Color, opacity, and drop shadows..................................................72
Working with colors..............................................................................................72
The Colors palette.........................................................................................................72
The Colors dialog box...................................................................................................73
Creating a color.............................................................................................................73
Editing a color...............................................................................................................74
Duplicating a color........................................................................................................74
Deleting a color.............................................................................................................74
Importing colors from another article or project...........................................................75
Changing all instances of one color to another color...................................................75
Applying color and shade to text..................................................................................75
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Working with opacity............................................................................................75
Pictures...........................................................................................76
Understanding pictures.........................................................................................76
Supported picture file types.................................................................................77
Working with pictures...........................................................................................78
Importing a picture........................................................................................................78
Moving pictures.............................................................................................................78
Resizing pictures............................................................................................................78
Cropping pictures.........................................................................................................78
Rotating and skewing pictures......................................................................................79
Coloring and shading pictures......................................................................................79
Flipping pictures............................................................................................................79
Listing, verifying status of, and updating pictures.........................................................79
Specifying background colors for pictures....................................................................79
Maintaining picture attributes.......................................................................................80
Working with clipping paths.................................................................................80
Clipping path basics......................................................................................................80
Creating clipping paths.................................................................................................81
Using embedded clipping paths...................................................................................81
Working with alpha masks....................................................................................82
Working with PSD pictures...................................................................................83
Preparing PSD files........................................................................................................83
Working with PSD layers...............................................................................................83
Working with PSD channels...........................................................................................84
Working with PSD paths................................................................................................85
Printing with PSD Import...............................................................................................86
Using picture effects.............................................................................................86
Working with picture effects..........................................................................................86
Document construction...................................................................89
Working with lists.................................................................................................89
Preparing for lists...........................................................................................................89
Creating a list................................................................................................................90
Importing lists from another document.........................................................................90
Navigating with lists......................................................................................................90
Building lists..................................................................................................................91
Updating lists................................................................................................................91
Output.............................................................................................93
Printing an article..................................................................................................93
Updating picture paths..................................................................................................93
A GUIDE TO QUARKCOPYDESK 8.5 | v
CONTENTS
Setting Print dialog box controls...................................................................................93
Print dialog box.............................................................................................................95
Exporting an article in PDF format.......................................................................97
Working with output styles..................................................................................98
Views.............................................................................................100
Switching between views...................................................................................100
Working in WYSIWYG view................................................................................100
Working in Galley view.......................................................................................101
Working in Full Screen view................................................................................102
Redline..........................................................................................104
Tracking changes................................................................................................104
Viewing tracked changes....................................................................................105
Accepting and rejecting changes........................................................................106
Notes.............................................................................................107
Creating notes....................................................................................................107
Working with notes............................................................................................108
Opening and closing notes.........................................................................................108
Showing and hiding notes...........................................................................................108
Deleting notes.............................................................................................................108
Converting between notes and text............................................................................109
Viewing notes by author, date, name, or color...........................................................109
Moving and resizing notes..........................................................................................109
Printing notes..............................................................................................................109
Notes in PDFs..............................................................................................................109
Working with multiple languages..................................................110
Applying a character language...........................................................................110
Changing the program language........................................................................111
XTensions software.......................................................................112
Working with XTensions modules.......................................................................112
Installing XTensions modules......................................................................................112
Enabling and disabling XTensions modules................................................................112
Working with XTensions sets.......................................................................................113
XTensions module overview...............................................................................113
Type Tricks..........................................................................................................114
Make Fraction..............................................................................................................115
Make Price...................................................................................................................115
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Word Space Tracking..................................................................................................115
Line Check...................................................................................................................116
Custom Underline.......................................................................................................116
DejaVu XTensions software................................................................................117
Multiple Article XTensions software...................................................................117
Installing Multiple Article XTensions software.............................................................117
Using Multiple Article XTensions software..................................................................118
Exporting articles.........................................................................................................119
QCDImportFilter XTensions software................................................................121
Word 6–2000 Filter.............................................................................................121
WordPerfect Filter .............................................................................................121
Output Enhancements...................................................................122
Output Profiles...................................................................................................122
Creating an Output Profile for a printer......................................................................122
Creating an Output Profile for PDF output.................................................................131
Creating an Output Profile for an article XML file.......................................................141
Executing an Output Profile........................................................................................147
Output Profile Groups........................................................................................148
Creating an Output Profile Group...............................................................................148
Executing an Output Profile Group.............................................................................150
Placeholders........................................................................................................151
Placeholder syntax......................................................................................................151
Getting a substring of a placeholder value.................................................................151
Formatting placeholder output...................................................................................153
Placeholder reference.................................................................................................153
Preferences...................................................................................156
Understanding preferences................................................................................156
What's in the QuarkCopyDesk preferences files.........................................................156
Changes to QuarkCopyDesk preferences...................................................................157
Application preferences......................................................................................158
Preferences — Application — General.......................................................................158
Preferences — Application — WYSIWYG View...........................................................158
Preferences — Application — Galley/FullScreen View...............................................158
Preferences — Application — Characteristics.............................................................159
Preferences — Application — Input Settings..............................................................160
Preferences — Application — Font Fallback...............................................................160
Preferences — Application — Undo...........................................................................161
Preferences — Application — Open and Save...........................................................161
Preferences — Application — XTensions Manager....................................................162
Preferences — Application — Fonts...........................................................................162
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CONTENTS
Preferences — Application — File List........................................................................162
Preferences — Application — Default Path................................................................163
Preferences — Application — EPS..............................................................................163
Preferences — Application — Full Res Preview..........................................................163
Preferences — Application — Notes..........................................................................163
Preferences — Application — PSD Import..................................................................164
Preferences — Application — PDF.............................................................................164
Preferences — Application — Redline........................................................................164
Preferences — Application — SpellCheck..................................................................165
Preferences — Application — Fraction/Price..............................................................166
Article preferences.............................................................................................166
Preferences — Article — General...............................................................................166
Preferences — Print Layout/Default Article — General..............................................167
Preferences — Print Layout/Default Article — Measurements....................................167
Preferences — Print Layout/Default Article — Paragraph...........................................168
Preferences — Print Layout/Default Article — Character............................................169
Preferences — Print Layout/Default Article — Guides and Grid.................................170
Legal notices.................................................................................172
viii | A GUIDE TO QUARKCOPYDESK 8.5
About this guide
You do not need to read the QuarkCopyDesk® documentation from beginning to end.
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:
ABOUT THIS GUIDE
• 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
Consult the documentation provided with your computer or other resources if you need
more information in any of these areas.
Where to go for help
If you're new to QuarkCopyDesk, or if you want to explore one of its other longstanding
features, consult the following resources:
• A Guide to QuarkCopyDesk
• QuarkCopyDesk Help
• Third-party books
• 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.
A GUIDE TO QUARKCOPYDESK 8.5 | 9
ABOUT THIS GUIDE
Conventions
Formatting conventions 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 Find/Change dialog box (Edit menu) lets you find and
replace text."
• Arrows: You will often see arrows (>), which map out the menu path to a feature. For
example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."
• 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."
• Cross-platform issues: This application is quite consistent across operating systems. However,
some labels, buttons, key combinations, and other aspects of the application 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 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.
Technology note
Quark developed QuarkCopyDesk for Mac OS and Windows to give publishers control
over typography, color, and collaboration, particularly with content in QuarkXPress®
projects. In addition to unique typographic controls, QuarkCopyDesk offers comprehensive
font management with TrueType®, OpenType®, and Unicode® support. Designers can
use PANTONE® (the PANTONE MATCHING SYSTEM®), Trumatch®, Focoltone®, DIC®,
and Toyo to add color to articles.
You can import files from applications such as Microsoft® Word, WordPerfect®, Adobe®
Illustrator®, and Adobe Photoshop®. You can output content as PostScript® or in PDF
format for Adobe Acrobat® Reader®. Using features such as Composition Zones®, you can
be sure that multiple people share specifications to produce consistent publications, even
while working on a single publication simultaneously.
The QuarkCopyDesk software architecture lets you and software developers expand
publishing capability. Through XTensions® software technology, third-party developers
can create custom modules for QuarkCopyDesk. QuarkXTensions® (Quark® XTensions
software) also provide a modular approach for meeting your particular publishing needs.
And if you can write AppleScript® scripts, you can use this scripting language from Apple®
to automate many QuarkCopyDesk activities.
10 | A GUIDE TO QUARKCOPYDESK 8.5
The 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.
THE USER INTERFACE
Menus
The topics below describe the menus and menu items available in QuarkCopyDesk.
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.
• Edit License Code: Use this command to change the validation code of an installed copy
of QuarkCopyDesk. By changing this code, you can change a Test Drive version (formerly
called "evaluation copy") of QuarkCopyDesk into a fully functional version, change the
languages supported by the user interface, or change QuarkCopyDesk into a Plus edition.
• 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. This option displays only if you have installed with
a validation code that requires activation.
• Activate QuarkCopyDesk: Use this command to activate QuarkCopyDesk on your
computer. Available only when QuarkCopyDesk is running in demo mode. This option
displays only if you have installed with a validation code that requires activation.
• Preferences: Lets you modify default values and settings. For more information, see
"Preferences."
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THE USER INTERFACE
• Quit QuarkCopyDesk: Exits the application.
File menu
The File menu enables you to manipulate electronic files in many ways, including the
ability to create, open, print, and save. This menu includes the following commands:
• New: Use the submenu to create an 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: Use this option to import text or a picture into a component. If you import text
into a picture component, the picture component changes to a text component. If you
import a picture into a text component, the component changes into a picture component.
• Save Text: Use this option to save the text of a text component in a text-based format
(such as Microsoft Word).
• Append: Use this option to append style sheets, colors, and a variety of other types of
resources from another file.
• PDF: Use this option to create a PDF from the active article (see "Exporting an article in PDF
format").
• Print: Use this option to print the active file (see "Printing an article").
• Output Profile Jobs: Use the options on this submenu to execute Output Profiles and
Output Profile Groups. For more information, see "Output Enhancements."
• 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.
• Exit (Windows only) : Use this option to exit the application.
Edit menu
The Edit menu includes the following commands:
• Undo: Undoes the last action.
• Redo: Redoes an undone action.
• Cut: Cuts the selected content.
• Copy: Copies the selected content to the clipboard.
• Paste: Pastes the clipboard contents on the active page.
• Paste Without Formatting: Pastes the clipboard contents as plain text.
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THE USER INTERFACE
• Clear/Delete: Deletes the active content.
• Select All: Selects all content in the active box or text path.
• 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.
• Preferences (Windows only): Lets you modify default values and settings. For more
information, see "Preferences."
• Style Sheets: Lets you add, edit, and delete style sheet definitions. For more information,
see "Working with style sheets."
• Colors: Lets you add, edit, and delete color definitions. For more information, see "Working
with colors."
• H&Js: Lets you add, edit, and delete H&J (hyphenation and justification) definitions. H&Js
let you control how text breaks. For more information, see "Controlling hyphenation and
justification."
• Lists: Lets you add, edit, and delete list definitions. The Lists feature is a tool for
automatically generating tables of contents and other types of listed content. For more
information, see "Working with lists."
• Dashes and Stripes: Lets you add, edit, and delete custom line patterns.
• Hanging Characters: Lets you add, edit, and delete custom hanging character definitions.
For more information, see "Working with hanging characters."
• Output Styles: Lets you add, edit, and delete output style definitions. Output styles let
you easily switch between different sets of output options. For more information, see "
Working with output styles."
• Program Language (multi-language editions only): Lets you change the language of the user
interface.
• Note: Lets you insert, delete, and navigate between notes. For more information, see
"Notes."
• Output Profiles: Lets you add, edit, and delete Output Profiles. For more information, see
"Output Enhancements."
• Output Profile Groups: Lets you add, edit, and delete Output Profile Groups. For more
information, see "Output Enhancements."
• Underline Styles: Lets you access and modify underline styles.
Style menu
The Style menu changes depending on whether a text component or a picture component
is active.
A GUIDE TO QUARKCOPYDESK 8.5 | 13
THE USER INTERFACE
Style menu for text
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.
• Shade: Lets you set the tint of an applied color.
• Opacity: Lets you control the transparency of selected text.
• Horizontal/Vertical Scale: Lets you stretch selected text horizontally or vertically.
• 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 selected 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.
• Update Style Sheet: Lets you update a character or paragraph style sheet definition based
on local changes to the applied style sheet.
• Flip Horizontal: Lets you flip selected text horizontally.
• Flip Vertical: Lets you flip selected text vertically.
• Underline Styles: Lets you modify and apply an underline style to selected text.
Style menu for pictures
The Style menu for pictures includes commands for formatting and editing pictures. This
menu includes the following commands:
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THE USER INTERFACE
• Picture: Displays the Modify dialog box, which lets you control a variety of picture
attributes. For more information, see "Working with pictures."
• Invert/Negative: Applies a negative or inverse effect to a selected picture. The command
name is Negative when you select a CMYK picture.
• Scale Picture: Lets you change the scale of a picture within a picture component.
• Rotate Picture: Lets you rotate a picture within a picture component.
• Flip Horizontal: Flips the selected picture horizontally.
• Flip Vertical: Flips the selected picture vertically.
• Center Picture: Centers the selected picture in its picture box.
• Stretch Picture To Fill Box: Reduces or enlarges the selected picture horizontally and
vertically to fill its picture box.
• Scale Picture To Box: Reduces or enlarges the selected picture proportionately to fill its
picture box.
• Reset Picture: Resets the picture in the active picture component to its default scale, skew,
and rotation.
• Picture Effects: Displays a submenu that lets you apply picture adjustments and filters to
the selected picture.
• Halftone: Lets you apply a halftone screen pattern to a selected grayscale picture.
Component menu
The Component menu includes commands for adding, deleting, and modifying article
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.
• 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 menu
The View menu gives you options for viewing articles. This menu includes the following
commands:
A GUIDE TO QUARKCOPYDESK 8.5 | 15
THE USER INTERFACE
• WYSIWYG: Lets you switch to the WYSIWYG view mode. This view mode is useful for
viewing the page as it will appear at output. Options on this submenu let you choose a
magnification at which to view the article.
• Galley View: Lets you switch to the Galley view mode. This view mode is useful for editing
text and checking line breaks.
• Full Screen View: Lets you switch to the Full Screen view mode. This view mode is
optimized for editing text.
• Page: The options on this submenu let you navigate between pages in the active article.
• Guides: Displays or hides page guides.
• Page Grids: Displays nonprinting gridlines applied to pages.
• Text Box Grids: Displays nonprinting gridlines applied to text boxes.
• Invisibles: Displays or hides invisible characters.
• Show Notes/Hide Notes: Displays and hides notes.
• Spread Picture: Displays or hides page elements (such as pictures or lines) for an active
article in WYSIWYG view when the article includes page pictures.
• Full Res Previews: Displays full-resolution pictures on screen using the picture files' full
resolution. You can scale or magnify image without pixilation.
Utilities menu
The Utilities menu includes the following commands:
• Check Spelling: Use the submenu to display the Check Spelling palette to check the
spelling of a word, a selection of text, a component, or an 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 layout.
• Word And Character Count: Displays the Word and Character Count dialog box.
• 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, and
Composition Zones 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 a project but which is not installed on your computer.
16 | A GUIDE TO QUARKCOPYDESK 8.5
THE USER INTERFACE
• Component Status: Lets you view the status of required software components.
• PPD Manager: Lets you control which PostScript Printer Description files (PPDs) are loaded
in the Print dialog box.
• Convert Project Language: Lets you convert all of the characters in the active article that
use a particular character language to a different character language.
• Redline: Use the submenu to turn automatic tracking and highlighting on and off. You
can also use this submenu to display the Redline palette.
• Remove Manual Kerning: Lets you remove all manual kerning applied between characters,
or remove kerning from a kerning pair.
• Line Check: Displays a submenu that lets you find widows, orphans, loosely justified
lines, lines that end with a hyphen, and overflow situations.
• Convert Old Underlines: Converts all underlines in the active text chain from
QuarkXPress 3.x (Stars & Stripes) format to Type Tricks format.
• Check Out License/Check In License: Displays only if you have installed the application
for use with Quark License Administrator (QLA). Lets you check licenses in and out.
Window menu
The Window menu enables you to control the on-screen display of open windows and
palettes. This menu includes the following commands:
• New Window: Displays the active project in a new window. You can then view different
parts of the project in each window.
• Split Window: Splits the project window into two parts. You can then view different parts
of the project in each part of the window.
• Bring All to Front (Mac OS only): Positions and displays all open windows.
• Tile (Mac OS only): Tiles all open windows horizontally to fit on the screen.
• Tile Horizontally (Windows only): Tiles all open windows horizontally to fit on the screen.
• Stack (Mac OS only): Layers multiple open projects so just a portion of each project's menu
bar displays.
• Tile Vertically (Windows only): Tiles all open windows vertically to fit on the screen.
• Measurements: Displays and hides the Measurements palette.
• Style Sheets: Displays and hides the Style Sheets palette.
• Colors: Displays and hides the Colors palette.
• Lists: Displays and hides the Lists palette.
• Redline: Displays and hides the Redline palette.
• Glyphs: Displays and hides the Glyphs palette.
• Picture Effects: Displays and hides the Picture Effects palette.
• PSD Import: Displays and hides the PSD Import palette.
A GUIDE TO QUARKCOPYDESK 8.5 | 17
THE USER INTERFACE
Context menus
Palettes
• Palette Sets: Use the submenu to store and recall arrangements of palettes.
In addition, this menu includes an item for every open window. You can use these menu
items to easily switch between windows.
QuarkCopyDesk offers a wide variety of functionality through context menus. To display
a context menu, Control+click (Mac OS) or right-click in text, on a picture, or on a palette.
To open or display a palette, check the palette name in the Window menu.
To close an open palette, click the close box in the upper-left corner of the palette, uncheck
the palette name in the Window menu, or use the appropriate keyboard equivalent.
Measurements palette
You can use the Measurements palette to access many of the commands available through
dialog boxes.
The controls available on this palette change depending on what kind of item is selected
in the layout. When a text component with corresponding geometry is selected, the
Measurements palette lets you format text and see whether the text in the component is
overset, is underset, or fits.
This version of the Measurements palette displays when a text component is active.
When a picture component is selected, the Measurements palette lets you view and control
the quality of the picture; flip, rotate, and scale the picture; show or hide an alpha mask
stored in the picture file; and tweak the picture's clipping path.
This version of the Measurements palette displays when a picture component is active.
Both versions of the palette let you switch among Full Screen, Galley, and WYSIWYG view
using the buttons on the left end.
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THE USER INTERFACE
Style Sheets palette
The Style Sheets palette (Window > Show Style Sheets) enables you to apply character
and paragraph style sheets by clicking style sheet names. The buttons at the top of each
section of this palette let you create, edit, duplicate, update, and delete style sheets.
A plus sign next to a style sheet indicates that local formatting has been applied.
The Style Sheets palette lets you view and apply paragraph and character style sheets.
Colors palette
The Colors palette lets you view and apply colors defined in the active article. The buttons
at the top of this palette let you create, edit, and delete colors.
Users create colors through the Colors dialog box (Edit > Colors). For more information,
see "Working with colors."
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THE USER INTERFACE
The Colors palette lets you view and apply colors.
Lists palette
The Lists palette helps you view and generate lists. This feature is useful for creating things
like tables of contents. You can create lists in the Lists dialog box (Edit > Lists).
The List Name drop-down menu lets you choose from among the lists defined in the
active project and the Update button lets you refresh the list currently displayed in the
palette.
The Find button enables you to locate items in the Lists palette. You can also navigate to
a word or heading by simply double-clicking it in the palette.
The Build button lets you insert the active list into the active text chain. If the list already
exists in the story, you can update it rather than inserting another copy. The Format As
style sheets for the list are applied automatically.
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The Lists palette lets you create things like tables of contents
THE USER INTERFACE
Glyphs palette
The Glyphs palette gives you easy access to every character in each font on your computer.
You can display all characters in the selected font or narrow down the selection by choosing
an option from the second drop-down menu. You can add characters to a story by
double-clicking them. Using the Favorite Glyphs area at the bottom of the palette, you
can store often-used characters for easy access.
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THE USER INTERFACE
The Glyphs palette gives you easy access to every character in every font.
Picture Effects palette
The Picture Effects palette lets you apply effects such as sharpening and contrast
adjustment to pictures. This palette displays only when QuarkVista XTensions software is
installed. For more information, see "Using picture effects."
The Picture Effects palette lets you apply various visual effects to pictures in the layout.
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THE USER INTERFACE
Palette groups and palette sets
QuarkCopyDesk offers two features that help you to manage palettes: palette groups and
palette sets.
Using palette groups
The Palette Groups feature lets you combine several palettes into one.
This palette group shows the Style Sheets, Colors, and Lists palettes attached as one, which
economizes space while providing easy access to functions.
To attach a palette to a palette group, Control+click/right-click the title bar of a palette
group and choose an unchecked palette name. When you attach a palette that is already
displayed, the palette moves to become part of the palette group. To detach a palette from
a palette group, Control+click/right-click the palette name and choose Detach [palette
name].
Using palette sets
The Palette Sets feature lets you store and recall the position and status of all open palettes
and libraries, so that you can easily switch between different palette configurations.
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THE USER INTERFACE
Splitting a window
To create a palette set, first display all of the palettes you will need for a particular task
and hide all other palettes. Then choose Window > Palette Sets > Save Palette Set As to
display the Save Palette Set As dialog box, enter a name, and optionally assign a key
command.
To retrieve a palette set, choose Window > Palette Sets > [name of palette set] or press
the keyboard combination for that palette set.
By splitting a window into two or more panes, you can display multiple views of one article
at the same time, and you can see changes in all panes simultaneously. You can even use
different view modes in each pane, and see your edits in one pane and update in the other
pane in real time. You can split multiple views horizontally or vertically within a window.
By splitting a window, you can view your work at different magnifications at the same time.
There are three ways to split a window:
• Choose Window > Split Window > Horizontal or Window > Split Window > Vertical.
• Click the split bar to the right of the scroll bar (for a vertical split) or at the top of the scroll
bar (for a horizontal split).
• Click the split-screen icons in the layout controls bar at the bottom of the project window.
Once a window has been split, you can change the width and height of the split by dragging
the bars between the splits.
To remove splits from a window, use one of the following techniques:
• Choose Window > Split Window > Remove All.
• Drag a split bar to the side of the window.
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Articles and components
Articles and components are the basic building blocks that you work with in
QuarkCopyDesk. This topic describes both in detail.
Understanding articles and components
An article is the main format used by QuarkCopyDesk. Each article consists of one or more
components, and each component is an independent text flow or picture. When you select
a text component in QuarkCopyDesk, you can edit and apply formatting to the text in
that component. When you select a picture component in QuarkCopyDesk, you can crop,
scale, rotate, and even perform image-editing operations on the picture in that component.
ARTICLES AND COMPONENTS
One way to create an article is to simply choose File > New > Article in QuarkCopyDesk,
and then add the components you need. (You can create a component by choosing
Component > New.) You can also create an article in a QuarkXPress project by adding
text and picture boxes to an article icon in an Article palette in QuarkXPress.
There are two ways to open an article that was created in QuarkXPress. One way is to
export the article from QuarkXPress as an article file and then open the article file in
QuarkCopyDesk (for more information, see "Multiple Article XTensions software"). The other
way is to simply open the QuarkXPress project file in QuarkCopyDesk. Whichever method
you use, the stories in the QuarkXPress article's text boxes become text components and
the picture boxes in the article become picture components.
You can also import content from an article's components in QuarkXPress. You can import
the contents of a text component into a text box, and you can import the contents of a
picture component into a picture box.
Reading order
Components in an article occur in a particular reading order — the order in which the
components should be viewed, regardless of how they're physically arranged — which you
can change if you need to. Every component also has a name, so you can descriptively
label your components. For example, you might name the first component in a story
"Headline," the second text component "Story," the following picture component "Photo,"
and the last text component "Caption."
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ARTICLES AND COMPONENTS
Text components and pages
Each text component can be viewed and edited as a series of one or more pages. If you
add content until a page overflows, QuarkCopyDesk creates another page. If you delete a
page of content, QuarkCopyDesk automatically deletes the empty page from the
component.
You can import a variety of types of documents into a text component, including Microsoft
Word files and articles saved by versions 7.x and later of QuarkCopyDesk. You can also
export text from an article in most of these formats.
Editing picture components
Among the ways QuarkCopyDesk lets you edit pictures are the following:
• Rotating
• Scaling
• Cropping
• Applying picture effects (including Brightness/Contrast, Blur, Despeckle, and others)
Picture editing must be done in WYSIWYG view. Pictures can only be viewed in Full Screen
and Galley views.
Master components
Each component is based on a master component. A master component is the equivalent
of a master page in QuarkXPress; it dictates the properties of components you create from
it. For example, if you create a text component from a master text component that has
particular margin, column, and gutter values, then the text component inherits those
margin, column, and gutter values.
When you create a QuarkCopyDesk article from scratch, QuarkCopyDesk uses the first
master text component to create a single text component. If you create a component, and
multiple master components of that type are available, you must choose which master
component you want to use.
If you change a master component (File > Article Setup), the change affects all components
that are based on that master component. This includes changes to the margin guides,
number of columns, and column guides.
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ARTICLES AND COMPONENTS
The Article Setup dialog box lets you work with master components.
Master components and QuarkXPress
When you open a QuarkXPress project in QuarkCopyDesk, that project's master pages
become master components. Any items on such master pages are ignored; only the
text-related specifications of the page (such as margin, column, and gutter values) are used.
Templates
A template is a locked article that you can use to create articles that have pre-existing
components or content. You can save any article as a template. To create an article from
a template file, double-click the file's icon or choose File > New from Template in
QuarkCopyDesk and then select the template file.
QuarkCopyDesk lightweight file format
In addition to its native file format, QuarkCopyDesk lets you open and save files in a
lightweight file format. This format can be useful in situations where file size is an issue.
Where the QuarkCopyDesk format includes all content in a project, the lightweight file
format includes only those items that a QuarkCopyDesk user is supposed to work on. The
lightweight file format can also contain a page picture to show what the layout looks like,
either within the article file or as a separate file.
Articles and QuarkXPress
The QuarkCopyDesk file format is based on the QuarkXPress file format. Consequently,
you can open a QuarkXPress project in QuarkCopyDesk. You cannot open a QuarkCopyDesk
article in QuarkXPress, but you can import the contents of an article's components into
text boxes and picture boxes.
A GUIDE TO QUARKCOPYDESK 8.5 | 27
ARTICLES AND COMPONENTS
A QuarkXPress project can contain items that have been marked as articles. To create
articles in QuarkXPress, you must have the Multiple Articles XTensions module loaded.
After you have created articles in QuarkXPress, you can either open the project file in
QuarkCopyDesk or export the articles as article files (in either the QuarkCopyDesk file
format or the QuarkCopyDesk lightweight file format).
When you open a QuarkXPress project in QuarkCopyDesk:
• If the project contains an article, QuarkCopyDesk lets you edit the contents of the
components in that article. Non-article content is displayed if you are in WYSIWYG view,
but it cannot be edited.
• If the project contains more than one article, QuarkCopyDesk displays a dialog box and
asks you to choose one of the articles.
• If the project does not contain articles, and all of its layouts are Print layouts, you can view
the contents of the project's layouts but you cannot edit them. (Use the tabs at the bottom
of the article window to navigate between layouts.)
• If the layout contains more than one layer, all items on all visible layers are available in
QuarkCopyDesk. There is no such thing as switching between layers in QuarkCopyDesk;
all components from every visible layer are available at all times. QuarkCopyDesk keeps
track of which items are on which layers internally, though, so if you edit such an article
in QuarkCopyDesk and then open the project in QuarkXPress, all items remain on the
layers where they were.
Components on layers that are suppressed cannot be printed from QuarkCopyDesk.
WYSIWYG view
QuarkCopyDesk gives you three ways to look at the components in an article: Full Screen
view, Galley view, and WYSIWYG view. Full Screen view and Galley view are designed to
let you concentrate on the text, and WYSIWYG view is designed to show you what the
text looks like in the context of the layout.
When you use WYSIWYG view, you see a visual representation of the actual layout. You
can identify the components that are included in an article by their colored outline. Items
from the layout that are not included in the article are neither selectable nor editable.
WYSIWYG view is relevant only to QuarkXPress projects that contain articles and articles
that were exported from QuarkXPress layouts.
Overset and underset
If a text story in a QuarkXPress text box is too long, the box overflows and the last part
of the text does not display. (There are exceptions to this rule, but this is a common
scenario.) The portion of text that does not display in this scenario is called overset. If there
is not enough text to fill the space available, this is called underset. Copyfitting is the process
of working with text until it fits the available space.
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ARTICLES AND COMPONENTS
If you are working in WYSIWYG mode, an overset occurs when the last text box in a chain
overflows and new pages are created at the end of the article. In Galley view and Full Screen
view, the Measurements palette includes a Depth field that indicates when text is underset,
fit, and overset. Galley view and Full Screen view also include special characters that
indicate column breaks, page breaks, and overset. (Keep in mind: Overset can only occur
in an article that was created in QuarkXPress.)
Picture components
In WYSIWYG mode, pictures display as they display in the source layout. In Full Screen
view and Galley view, QuarkCopyDesk displays cropped views of pictures.
Technically there is no such thing as overset and underset for pictures. However, in
QuarkXPress you can specify effective resolution requirements for various types of pictures,
and QuarkCopyDesk will alert you if the picture in a picture component does not adhere
to those requirements. (Effective resolution is the resolution at which a picture will be
imaged; it is equal to resolution divided by scaling.)
Geometry
The shapes and positions of items in a QuarkXPress layout are collectively referred to as
geometry. A layout's geometry is, essentially, the collection of boxes and lines in that layout.
When you open an article exported from QuarkXPress in QuarkCopyDesk, QuarkCopyDesk
displays the layout's geometry in WYSIWYG view. Text boxes that are designated as part
of the article display as text components, and picture boxes that are part of the article
display as picture components. You can edit the contents of components that are part of
the article in QuarkCopyDesk, but you cannot edit the geometry of the layout.
Anchored boxes
In QuarkXPress, you can paste a box into a text story so that it flows along with the text
like a character. Such a box is called an anchored box. You can work with the contents of
an anchored box in QuarkCopyDesk, but you cannot create an anchored box in
QuarkCopyDesk.
If you open a QuarkXPress project with an article that contains an anchored box,
QuarkCopyDesk displays the anchored box inline. You can edit the contents of such a
box in all three view modes.
If an article contains an anchored table, you can edit the contents of the table only in
WYSIWYG view. An anchored table displays as an icon in Full Screen and Galley views.
Working with articles
An article is basically a container for components. You can open article files that were
exported from QuarkXPress or create articles from scratch in QuarkCopyDesk.
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ARTICLES AND COMPONENTS
Creating articles
When you create an article, you can choose whether the article will consist of single pages
or of spreads with left- and right-facing pages. You also have the option to create up to 30
columns and specify the width between the columns.
To create an article, choose File > New > Article (Command+/Ctrl+N). Use the controls
in the New Article dialog box to configure your article.
• To specify page size, choose an option from the Size drop-down menu. To create a
custom-sized page, enter dimensions in the Width and Height fields.
• To specify page orientation, click Portrait or Landscape.
• Check Facing Pages to specify that the article contains both left-facing and right-facing
pages. When you check Facing Pages the Left and Right fields in the Margin Guides area
change to Inside and Outside.
• To specify the position of the margin guides, enter values in the fields in the Margin
Guides area.
• To specify the number of columns on article pages and the spacing between them, enter
values in the Columns and Gutter Width fields.
Use the New Article dialog box to set up an article.
Saving articles automatically
The Auto Save feature protects your work from power and system failures. When Auto
Save is on, QuarkCopyDesk automatically records changes made to all articles and saves
them to your article folder. Auto saves are performed at user-defined intervals (during idle
time, if possible).
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