Quark QuarkXPress - 10.0 User Guide

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A Guide to QuarkXPress 10

CONTENTS

Contents

About this guide.............................................................................

15

What we're assuming about you..........................................................................

15

Where to go for help............................................................................................

15

Conventions..........................................................................................................

16

Technology note...................................................................................................

16

The user interface...........................................................................

18

Tools......................................................................................................................

18

Menus...................................................................................................................

21

QuarkXPress menu (Mac OS X only).............................................................................

21

File menu.......................................................................................................................

21

Edit menu......................................................................................................................

22

Style menu.....................................................................................................................

24

Item menu.....................................................................................................................

26

Page menu....................................................................................................................

28

Layout menu..................................................................................................................

28

Table menu...................................................................................................................

29

View menu.....................................................................................................................

30

Utilities menu.................................................................................................................

31

Window menu...............................................................................................................

33

Help menu ....................................................................................................................

34

Context menus......................................................................................................

35

Palettes.................................................................................................................

35

Advanced Image Control palette..................................................................................

35

Callout Styles palette....................................................................................................

36

Colors palette................................................................................................................

36

Conditional Styles palette.............................................................................................

37

Content palette.............................................................................................................

37

Glyphs palette...............................................................................................................

37

Grid Styles palette.........................................................................................................

38

Guides palette...............................................................................................................

39

HTML5 Palette...............................................................................................................

39

Index palette.................................................................................................................

39

Item Styles palette.........................................................................................................

40

Layers palette................................................................................................................

40

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Lists palette...................................................................................................................

41

Measurements palette...................................................................................................

41

Measurements palette - Mac OS X...............................................................................

42

Measurements palette - Windows.................................................................................

44

Page Layout palette......................................................................................................

45

Profile Information palette.............................................................................................

45

Reflow Table of Contents palette..................................................................................

46

Reflow Tagging palette.................................................................................................

46

Scale palette..................................................................................................................

46

Style Sheets palette.......................................................................................................

46

Tools palette.................................................................................................................

47

Palette groups and palette sets............................................................................

47

Layout controls.....................................................................................................

49

Views and view sets..............................................................................................

49

Splitting a window.........................................................................................................

50

Creating a window........................................................................................................

51

Using Story Editor view.................................................................................................

51

View sets........................................................................................................................

51

Projects and layouts........................................................................

54

Working with projects..........................................................................................

54

Options for Print layouts................................................................................................

55

Saving and naming a QuarkXPress project...................................................................

56

Exporting layouts and projects......................................................................................

56

Working with layouts............................................................................................

56

Project-level and layout-level resources........................................................................

57

Working with guides.............................................................................................

58

Column and margin guides...........................................................................................

58

Ruler guides..................................................................................................................

58

Snapping to guides.......................................................................................................

59

Undoing and redoing actions................................................................................

59

Boxes, lines, and tables...................................................................

60

Understanding items and content.........................................................................

60

Understanding handles.........................................................................................

61

Understanding Bézier shapes...............................................................................

62

Working with boxes..............................................................................................

64

Creating text and picture boxes....................................................................................

64

Resizing boxes...............................................................................................................

66

Locking box and picture proportions............................................................................

66

Reshaping boxes...........................................................................................................

67

Adding frames to boxes................................................................................................

67

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CONTENTS

Applying colors to boxes..............................................................................................

68

Applying blends to boxes.............................................................................................

68

Merging and splitting boxes.........................................................................................

69

Adding text and pictures to boxes................................................................................

69

Changing box type........................................................................................................

69

Creating a box from a clipping path.............................................................................

70

Working with lines................................................................................................

70

Creating lines................................................................................................................

70

Line modes for straight lines.........................................................................................

71

Resizing lines.................................................................................................................

71

Reshaping lines.............................................................................................................

72

Controlling line appearance..........................................................................................

72

Joining lines..................................................................................................................

72

Joining, extending and closing open paths..................................................................

73

Manipulating items...............................................................................................

73

Selecting items..............................................................................................................

73

Moving items.................................................................................................................

73

Cutting, copying, and pasting items.............................................................................

74

Controlling the stacking order of items.........................................................................

74

Grouping items.............................................................................................................

74

Duplicating items..........................................................................................................

75

Spacing and aligning items ..........................................................................................

76

Rotating items...............................................................................................................

76

Skewing items...............................................................................................................

77

Locking and unlocking items.........................................................................................

77

Anchoring items and groups in text..............................................................................

77

Working with callouts...........................................................................................

77

Understanding callouts..................................................................................................

78

Creating a callout..........................................................................................................

80

Configuring a callout anchor.........................................................................................

81

Working with callout styles............................................................................................

82

Callouts and runaround.................................................................................................

83

Working with tables..............................................................................................

83

Drawing a table.............................................................................................................

83

Converting text to tables...............................................................................................

85

Importing Excel tables...................................................................................................

86

Importing Excel charts...................................................................................................

87

Adding text and pictures to tables................................................................................

88

Editing table text ..........................................................................................................

88

Linking table cells..........................................................................................................

88

Formatting tables..........................................................................................................

89

Formatting gridlines......................................................................................................

89

Inserting and deleting rows and columns.....................................................................

90

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CONTENTS

Combining cells.............................................................................................................

91

Manually resizing tables, rows, and columns................................................................

91

Converting tables back to text......................................................................................

91

Working with tables and groups...................................................................................

91

Continuing tables in other locations.............................................................................

91

Text and typography.......................................................................

96

Editing text...........................................................................................................

96

Importing and exporting text...............................................................................

97

Import/export filters......................................................................................................

97

Importing and exporting text with Unicode options.....................................................

98

Finding and changing text....................................................................................

98

Special character codes.................................................................................................

99

Checking spelling................................................................................................

100

Auxiliary dictionaries...................................................................................................

101

Counting words and characters..........................................................................

102

Applying character attributes.............................................................................

102

Applying a font............................................................................................................

102

Choosing a font size....................................................................................................

103

Applying type styles....................................................................................................

103

Applying color, shade, and opacity.............................................................................

104

Applying horizontal or vertical scale...........................................................................

104

Applying baseline shift................................................................................................

105

Applying emphasis......................................................................................................

105

Controlling half-width characters ...............................................................................

106

Counting characters....................................................................................................

106

Working with font sets.................................................................................................

106

Working with grouped characters...............................................................................

107

Aligning characters on a line.......................................................................................

107

Applying multiple character attributes........................................................................

110

Applying paragraph attributes...........................................................................

111

Controlling alignment.................................................................................................

111

Controlling indentation...............................................................................................

112

Controlling leading......................................................................................................

113

Controlling space before and after paragraphs..........................................................

114

Setting tabs.................................................................................................................

114

Controlling widow and orphan lines...........................................................................

115

Working with non-breaking character sets..................................................................

115

Controlling kerning.............................................................................................

116

Kerning manually.........................................................................................................

116

Kerning automatically..................................................................................................

116

Controlling hyphenation and justification...........................................................

117

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Specifying hyphenation exceptions............................................................................

119

Using discretionary hyphens.......................................................................................

119

Controlling tracking............................................................................................

119

Tracking manually........................................................................................................

120

Editing tracking tables.................................................................................................

120

Sending ......................................................................................................................

120

Working with style sheets..................................................................................

121

Creating and editing paragraph style sheets..............................................................

121

Creating and editing character style sheets................................................................

123

Applying style sheets..................................................................................................

125

Appending style sheets...............................................................................................

126

Working with conditional styles..........................................................................

126

Creating a conditional style.........................................................................................

128

Applying a conditional style........................................................................................

130

Removing conditional styles........................................................................................

131

Using conditional style markers...................................................................................

131

Editing a conditional style...........................................................................................

132

Bullets and numbering........................................................................................

133

Working with bullet styles...........................................................................................

133

Working with numbering styles...................................................................................

135

Working with outline styles.........................................................................................

136

Bullets, numbering, outlines, and style sheets............................................................

138

Positioning text in text boxes.............................................................................

139

Using baseline grid......................................................................................................

139

Aligning text vertically.................................................................................................

139

Specifying text inset....................................................................................................

140

Specifying story direction............................................................................................

140

Controlling font usage........................................................................................

141

Converting text to boxes....................................................................................

141

Using text runaround..........................................................................................

141

Running text around all sides of an item.....................................................................

142

Running text around lines and text paths....................................................................

142

Running text around text boxes .................................................................................

143

Running text around pictures......................................................................................

143

Fine-tuning a runaround path.....................................................................................

144

Editing a runaround path............................................................................................

145

Working with text paths.....................................................................................

145

Creating drop caps.............................................................................................

146

Creating rules above and below paragraphs......................................................

146

Using anchored boxes.........................................................................................

147

Anchoring boxes and lines in text...............................................................................

147

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

147

Unanchoring boxes and lines......................................................................................

147

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CONTENTS

Working with OpenType fonts...........................................................................

147

Applying OpenType styles..........................................................................................

148

Using ligatures.............................................................................................................

151

Working with the Glyphs palette........................................................................

151

Displaying invisible characters............................................................................

153

Inserting special characters.................................................................................

153

Inserting spaces...........................................................................................................

153

Inserting other special characters................................................................................

153

Specifying character language............................................................................

153

Using font fallback..............................................................................................

153

Importing and exporting text with Unicode options..........................................

154

Working with font mapping rules.......................................................................

154

Working with design grids..................................................................................

155

Understanding design grids........................................................................................

155

Design grid basics.......................................................................................................

159

Working with grid styles..............................................................................................

170

Using design grids.......................................................................................................

173

Working with rubi text.......................................................................................

175

Rubi alignment options...............................................................................................

177

Mono rubi....................................................................................................................

179

Rubi base alignment options.......................................................................................

180

Rubi overhang options................................................................................................

182

Working with hanging characters.......................................................................

183

Creating hanging character classes.............................................................................

186

Creating hanging character sets ................................................................................

187

Applying hanging character sets.................................................................................

187

Working with mojigumi sets and classes............................................................

188

Creating and editing mojigumi character classes.......................................................

188

Creating and editing mojigumi sets............................................................................

189

Applying mojigumi sets...............................................................................................

192

Character mapping for legacy projects...............................................................

192

Mapping for projects that use UDA/VDA characters..................................................

192

Mapping for projects that use custom characters.......................................................

194

Pictures.........................................................................................

195

Working with pictures.........................................................................................

195

Importing a picture......................................................................................................

195

Moving pictures...........................................................................................................

196

Resizing pictures..........................................................................................................

196

Cropping pictures.......................................................................................................

196

Rotating and skewing pictures....................................................................................

196

Coloring and shading pictures....................................................................................

197

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Flipping pictures..........................................................................................................

197

Listing, verifying status of, and updating pictures.......................................................

197

Specifying background colors for pictures..................................................................

197

Maintaining picture attributes.....................................................................................

198

Working with clipping paths...............................................................................

198

Creating clipping paths...............................................................................................

198

Using embedded clipping paths.................................................................................

200

Manipulating clipping paths........................................................................................

200

Creating special effects with clipping paths................................................................

200

Working with alpha masks..................................................................................

201

Working with PSD pictures.................................................................................

201

Preparing PSD files......................................................................................................

202

Working with PSD layers.............................................................................................

202

Working with PSD channels.........................................................................................

203

Working with PSD paths..............................................................................................

204

Printing with PSD Import.............................................................................................

205

Color, opacity, and drop shadows................................................

206

Working with colors............................................................................................

206

The Colors palette.......................................................................................................

206

The Colors dialog box.................................................................................................

206

Creating a color...........................................................................................................

207

Editing a color.............................................................................................................

208

Duplicating a color......................................................................................................

208

Deleting a color...........................................................................................................

208

Importing colors from another article or project.........................................................

209

Changing all instances of one color to another color.................................................

209

Applying color, shade, and blends.............................................................................

209

Applying color and shade to text................................................................................

209

Applying color and shade to lines...............................................................................

209

Working with opacity..........................................................................................

210

Specifying opacity.......................................................................................................

210

Specifying opacity for groups.....................................................................................

210

Creating blends with transparency..............................................................................

211

Color management..............................................................................................

211

Source setups and output setups................................................................................

211

The color management experience for users..............................................................

211

Working with source setups and output setups from a color expert..........................

212

Working in a legacy color management environment................................................

213

Proofing color on screen (soft proofing)......................................................................

214

Color management for experts...................................................................................

214

Creating a source setup..............................................................................................

215

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CONTENTS

Creating an output setup............................................................................................

215

Managing profiles.......................................................................................................

216

Working with drop shadows...............................................................................

217

Applying drop shadows..............................................................................................

217

Customizing drop shadows.........................................................................................

218

Incorporating drop shadows with items......................................................................

218

Document construction.................................................................

219

Using automatic page numbering.......................................................................

219

Creating an automatic text box..........................................................................

219

Working with master pages................................................................................

220

Creating a master page...............................................................................................

220

Applying master pages...............................................................................................

225

Updating master pages...............................................................................................

225

Master pages and layout families................................................................................

226

Working with layers............................................................................................

226

Understanding layers...................................................................................................

227

Creating

layers............................................................................................................

227

Selecting

layers...........................................................................................................

228

Showing and hiding layers..........................................................................................

228

Determining which layer an item is on........................................................................

229

Deleting

layers............................................................................................................

229

Changing layer options...............................................................................................

229

Moving items to a different layer................................................................................

230

Copying and pasting items between layers................................................................

231

Changing the stacking order of layers........................................................................

231

Layers and text runaround...........................................................................................

231

Duplicating layers........................................................................................................

232

Merging layers.............................................................................................................

232

Locking items on layers...............................................................................................

233

Using master pages with layers...................................................................................

233

Suppressing printout of layers.....................................................................................

233

Using PDF layers.........................................................................................................

234

Working with lists...............................................................................................

234

Preparing for lists.........................................................................................................

234

Creating a list..............................................................................................................

235

Importing lists from another document.......................................................................

236

Navigating with lists....................................................................................................

236

Building lists................................................................................................................

237

Updating

lists..............................................................................................................

237

Working with indexes.........................................................................................

237

Specifying the index marker color...............................................................................

237

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CONTENTS

Creating index entries.................................................................................................

238

Creating cross-references............................................................................................

240

Editing an index entry.................................................................................................

241

Deleting an index entry...............................................................................................

241

Specifying the punctuation used in an index..............................................................

241

Building an index.........................................................................................................

242

Editing final indexes....................................................................................................

243

Working with libraries.........................................................................................

244

Creating libraries.........................................................................................................

245

Adding library entries..................................................................................................

245

Retrieving library entries..............................................................................................

246

Manipulating library entries.........................................................................................

246

Working with labels.....................................................................................................

246

Saving libraries............................................................................................................

247

Output...........................................................................................

248

Printing layouts...................................................................................................

248

Updating picture paths................................................................................................

248

Setting Print dialog box controls.................................................................................

248

Print dialog box...........................................................................................................

250

Printing color separations............................................................................................

255

Printing color composites............................................................................................

256

Exporting layouts................................................................................................

257

Exporting a layout in EPS format.................................................................................

257

Exporting a layout in PDF format................................................................................

258

Creating a PostScript file.............................................................................................

260

Using Collect for Output.....................................................................................

260

Working with output styles................................................................................

261

Working with trapping........................................................................................

262

Understanding flattening and production issues................................................

262

Collaboration and single-sourcing.................................................

264

Working with shared content.............................................................................

264

Sharing and synchronizing content.............................................................................

265

Understanding synchronization options......................................................................

267

Placing a synchronized item........................................................................................

268

Placing synchronized content......................................................................................

268

Importing content into the shared content library......................................................

268

Working with Composition Zones.......................................................................

269

Understanding Composition Zones............................................................................

269

Creating a Composition Zones item...........................................................................

272

Placing a Composition Zones item..............................................................................

274

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CONTENTS

Editing a composition layout: Content.......................................................................

276

Editing the contents of a composition layout.............................................................

276

Unsynchronizing a composition layout........................................................................

277

Deleting a composition layout....................................................................................

277

eBooks...........................................................................................

278

Working with Reflow view..................................................................................

278

Creating reflow articles................................................................................................

280

Mapping style sheets to Reflow tags..........................................................................

284

Adding content to a reflow article...............................................................................

285

Splitting a reflow component......................................................................................

286

Reordering components in a reflow article.................................................................

286

Editing content in Reflow view....................................................................................

286

Updating content in Reflow view................................................................................

290

Adding interactivity to ePub eBooks..................................................................

291

Adding audio to an ePub eBook.................................................................................

291

Adding video to an ePub eBook.................................................................................

291

Adding hyperlinks and anchors to an ePub eBook.....................................................

292

Creating a TOC for ePub or Kindle.....................................................................

292

Working with eBook metadata...........................................................................

293

Exporting for ePub.............................................................................................

294

Specifying CSS for ePub export..................................................................................

295

Exporting for Kindle...........................................................................................

295

Job Jackets...................................................................................

297

Understanding Job Jackets.................................................................................

297

What are Job Jackets?................................................................................................

298

The structure of Job Jackets.......................................................................................

298

Sample Job Jackets workflow.....................................................................................

302

Working with Job Jackets...................................................................................

303

Basic mode and Advanced mode...............................................................................

303

Creating Job Jackets files...........................................................................................

304

Working with Job Tickets...................................................................................

308

Creating a Job Ticket template...................................................................................

308

Adding a layout definition to a Job Ticket: Advanced mode.....................................

313

Applying a Job Ticket template to a project...............................................................

314

Applying a layout definition to a project.....................................................................

317

Exporting and importing Job Tickets..........................................................................

317

The default Job Jackets file................................................................................

318

Editing the default Job Ticket template: File menu....................................................

318

Editing the default Job Ticket template: Utilities menu..............................................

318

Editing the default Job Jackets file.............................................................................

319

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CONTENTS

 

Working with Resources: Advanced mode.........................................................

319

Accessing Resources: Advanced mode.......................................................................

319

Configuring Resources: Advanced mode....................................................................

320

Specifying the location of Resources: Advanced mode..............................................

321

Working with Layout Specifications....................................................................

322

Creating a Layout Specification: Advanced mode......................................................

323

Applying a Layout Specification to a layout................................................................

323

Working with Rules and Rule Sets......................................................................

325

Creating Rules: Advanced mode................................................................................

326

Adding Rules to a Rule Set: Advanced mode.............................................................

328

Applying a Rule Set to a layout...................................................................................

329

Evaluating a layout.............................................................................................

331

Job Jackets locking.............................................................................................

333

Printing with JDF output....................................................................................

335

Working with multiple languages..................................................

336

Applying a character language...........................................................................

336

Changing the program language........................................................................

337

XTensions software.......................................................................

338

Working with XTensions modules.......................................................................

338

Installing XTensions modules......................................................................................

338

Enabling and disabling XTensions modules................................................................

338

Working with XTensions sets (Windows only) ............................................................

339

Custom Bleeds XTensions software....................................................................

339

Using Custom Bleeds..................................................................................................

340

Using Clip at Bleed Edge............................................................................................

340

DejaVu XTensions software (Windows only) .....................................................

340

Drop Shadow XTensions software......................................................................

341

Guide Manager Pro XTensions software............................................................

342

Using the Guides palette.............................................................................................

342

Guides palette menu...................................................................................................

344

Creating guides with Guide Manager Pro...................................................................

344

Creating grids with Guide Manager Pro.....................................................................

346

Creating rows and columns.........................................................................................

348

Creating bleed and safety guides...............................................................................

349

Item Find/Change XTensions software...............................................................

351

Item Styles XTensions software..........................................................................

353

Using the Item Styles palette......................................................................................

353

Creating Item Styles....................................................................................................

354

Checking Item Style usage..........................................................................................

355

PDF Filter XTensions software...........................................................................

356

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Importing a PDF file into a picture box.......................................................................

356

Scale XTensions software...................................................................................

356

Scissors XTensions software...............................................................................

358

Script XTensions software..................................................................................

359

Box Tools submenu.....................................................................................................

359

Grid submenu..............................................................................................................

360

Images submenu.........................................................................................................

360

Picture Box submenu..................................................................................................

360

Saving submenu..........................................................................................................

360

Special submenu.........................................................................................................

361

Stories submenu..........................................................................................................

361

Tables submenu..........................................................................................................

361

Typography submenu.................................................................................................

361

Shape of Things XTensions software..................................................................

362

Using the Starburst tool...............................................................................................

362

Super Step and Repeat XTensions software.......................................................

362

Using Super Step and Repeat.....................................................................................

362

Table Import XTensions software.......................................................................

363

Type Tricks..........................................................................................................

364

Make Fraction..............................................................................................................

364

Make Price...................................................................................................................

364

Word Space Tracking..................................................................................................

364

Line Check...................................................................................................................

365

Custom Underline.......................................................................................................

365

Word 6–2000 Filter.............................................................................................

366

Cloner XTensions software.................................................................................

366

ImageGrid XTensions software...........................................................................

367

Linkster XTensions software...............................................................................

369

ShapeMaker XTensions software........................................................................

371

ShapeMaker Waves tab...............................................................................................

371

ShapeMaker Polygons tab..........................................................................................

372

ShapeMaker Spirals tab...............................................................................................

374

ShapeMaker Rectangles tab........................................................................................

374

ShapeMaker Presets tab..............................................................................................

375

Other XTensions modules...................................................................................

376

Preferences...................................................................................

378

Understanding preferences................................................................................

378

Nonmatching Preferences alert...................................................................................

378

Changes to QuarkXPress preferences.........................................................................

379

What's in the preferences files....................................................................................

379

Application preferences......................................................................................

380

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Preferences — Application — Display........................................................................

381

Preferences — Application — Input Settings..............................................................

381

Preferences — Application — Font Fallback...............................................................

382

Preferences — Application — Undo...........................................................................

383

Preferences — Application — Open and Save...........................................................

383

Preferences — Application — XTensions Manager....................................................

384

Preferences — Application — Sharing........................................................................

384

Preferences — Application — Fonts...........................................................................

384

Preferences — Application — Text Highlighting........................................................

384

Preferences — Application — East Asian....................................................................

385

Preferences — Application — File List........................................................................

385

Preferences — Application — Default Path................................................................

385

Preferences — Application — Index...........................................................................

385

Preferences — Application — Job Jackets.................................................................

386

Preferences — Application — PDF.............................................................................

386

Preferences — Application — Spell-Check.................................................................

387

Preferences — Application — Tables..........................................................................

387

Preferences — Application — Fraction/Price..............................................................

387

Project preferences.............................................................................................

388

Preferences — Project — General...............................................................................

388

Layout preferences.............................................................................................

388

Preferences — Layout — General...............................................................................

389

Preferences — Layout — Measurements....................................................................

390

Preferences — Layout — Paragraph...........................................................................

390

Preferences — Layout — Character............................................................................

391

Preferences — Layout — Tools...................................................................................

393

Preferences — Layout — Guides and Grid.................................................................

394

Preferences — Layout — Grid Cell Fill........................................................................

394

Preferences — Layout — Color Manager....................................................................

395

Preferences — Layout — Layers..................................................................................

395

Legal notices.................................................................................

396

xiv | A GUIDE TO QUARKXPRESS 10

ABOUT THIS GUIDE

About this guide

You do not need to read the QuarkXPress® 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:

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 QuarkXPress, or if you want to explore one of its other longstanding features, consult the following resources:

A Guide to QuarkXPress

QuarkXPress 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 QUARKXPRESS 10 | 15

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 QuarkXPress for Mac OS X and Windows to give publishers control over typography, color, and collaboration. In addition to unique typographic controls, QuarkXPress offers comprehensive font support, including support for TrueType®, OpenType®, and Unicode®. Designers can use PANTONE® (the PANTONE MATCHING SYSTEM®), Hexachrome®, Trumatch®, Focoltone®, DIC®, and Toyo to add color to page layouts.

QuarkXPress acts as a hub for collaborative publishing environments because it allows you to import and export content in multiple file formats, and to share design components with other users. You can import files from applications such as Microsoft® Word, Microsoft Excel®, WordPerfect®, Adobe® Illustrator®, and Adobe Photoshop®. You can output content as PostScript® or in PDF format for Adobe Acrobat® Reader®. You can also export files that can be viewed using QuickTime®, Internet Explorer®, Safari®, Firefox®, and Netscape Navigator®. With Quark Interactive Designer, you can export layouts in Flash® format. Using features such as Job Jackets® and Composition Zones®, you can be sure that multiple people share specifications to produce consistent publications, even while working on a single publication simultaneously.

The QuarkXPress software architecture lets you and software developers expand publishing capability. Through XTensions® software technology, third-party developers can create

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custom modules for QuarkXPress. 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 QuarkXPress activities.

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The user interface

Skimming through the QuarkXPress user interface, you will find that many commands are familiar or self-explanatory. Once you become familiar with QuarkXPress menus and dialog boxes, you will discover that keyboard commands and palettes offer convenient access to features that you can also access through menus.

Tools

The Tools palette

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The Tools palette includes the following controls:

Use the Item tool to select, move, resize, and reshape items (boxes, lines, text paths, and groups). When the Item tool is not selected, you can press Command/Ctrl to temporarily access the Item tool.

Use the Text Content tool to draw text boxes and work with text in boxes.

Use the Text Linking tool to link text boxes.

 

Use the Text Unlinking tool

to unlink text boxes.

Use the Picture Content tool to draw picture boxes and work with pictures in boxes.

Use the Rectangle Box tool to create a rectangular box. To draw a square box, press and hold Shift while drawing.

Use the Oval Box tool to create an oval box. To create a circular box, press and hold Shift while drawing.

Use the Starburst tool to create a star-shaped box.

Use the Composition Zones tool to create a Composition Zones box.

Use the Line tool to create straight diagonal lines of any angle. To constrain a line angle to 45 degrees, press and hold Shift while drawing.

Use the Bézier Pen tool to create Bézier lines and boxes. To constrain a line angle to 45 degrees, press and hold Shift while drawing.

Use the Add Point tool to add a point to any type of path. Adding a point to a content box automatically turns the content box into a Bézier item.

Use the Remove Point tool to remove a point from any type of path.

Use the Convert Point tool to automatically convert corner points to curve points, and curve points to corner points. Click and drag to change the position of a point, the curve of a curved line segment, or the position of a straight line segment. Select this tool and click a rectangular box or straight line to convert the item to a Bézier box or line.

Use the Scissors tool to cut an item into distinct paths.

Use the Select Point tool to select curves or points so that you can move them or delete them. Press Shift and click to select multiple points. Option-click/Alt-click a point to make it symmetrical.

Use the Freehand Drawing tool to draw any shape line or box you want. If you don't close a freehand box, it remains a line. To automatically close a freehand box, press Option/Alt.

Use the Tables tool to create a table.

Use the Zoom tool to enlarge or reduce the document view.

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Use the Pan tool to reposition the active layout.

You can use key commands to declare the box content type as you draw using the Rectangle Box tool: Press R while drawing to declare Picture content or press T while drawing to declare Text content. To change the content type of an existing box, right-click on the box and choose Content > Text, Picture or None

For more information about Bézier boxes and lines, see "Creating Bézier boxes" and "Creating Bézier lines."

To pan the layout while a Pen tool is selected, press Shift+Space and then click and drag.

To add text to a line or path, select the Text Content tool and double-click the line or path.

For more information about Composition Zones, see "Creating a Composition Zones item."

Users can display the Tools palette (Windows menu) horizontally, as well as vertically. To display the palette horizontally, on Windows Ctrl+double-click the title bar and on Mac OS X dock the tool palette to the top edge.

Tool key commands

When no text box or text path is active, you can switch tools quickly using the following key commands:

Tool

Windows

Mac OS X

Item tool

V

V

Text Content tool

T

T

Text Linking tool

T

N

Text Unlinking tool

T

N

Picture Content tool

R

R

Rectangle Box tool

B

B

Oval Box tool

B

B

Starburst tool

B

B

Composition Zones tool

L

B

Line tool

P

L

Bézier Pen tool

P

P

Add Point tool

P

P

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Tool

Windows

Mac OS X

Remove Point tool

P

P

Convert Point tool

P

P

Scissors tool

P

P

Select Point tool

P

P

Freehand Drawing tool

P

P

Table tool

G

G

Zoom tool

Z

Z

Pan tool

X

X

Menus

The topics below describe the menus and menu items available in QuarkXPress.

QuarkXPress menu (Mac OS X only)

The QuarkXPress menu is a part of QuarkXPress 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 QuarkXPress and other applications, to access preferences, and to quit QuarkXPress. This menu includes the following commands:

About QuarkXPress: Use this command to display information about QuarkXPress, such as the version number.

Edit License Code: Use this command to change the validation code of an installed copy of QuarkXPress. By changing this code, you can change a Test Drive version (formerly called "evaluation copy") of QuarkXPress into a fully functional version, change the languages supported by the user interface, or change QuarkXPress into a Plus edition.

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

Check for Updates: Use this command to check for updates to QuarkXPress.

Quark Update Settings: Use this command to configure automatic update settings.

Preferences: Lets you modify default values and settings. For more information, see "Preferences."

Quit QuarkXPress: Use this command to exit the application.

File menu

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:

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New: Choose an option from the New submenu to create a project. If you choose New Project from Ticket, you can select a Job Ticket from which you can create the project. You can also use this submenu to create new libraries.

Open: Use this option to open project files.

Open Recent: Use this option to open a project from a list of recently opened files.

Close: Use this option to close the active project.

Save: Use this option to save the active project.

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

Revert to Saved: Use this option to return the active project to the state it was in when it was last saved.

Import: 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 box as a separate file.

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

Export: Use this option to export a layout as another file type or version.

Collect for Output: Use this option to copy a file, an output report, and selected resources into one folder.

Job Jackets: Use this submenu to access the specifications and rules for creating and inspecting a layout, link a project to a Job Jackets file, modify a Job Ticket, and evaluate a layout.

Print: Use this option to print the active file.

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.

Paste In Place: Pastes a duplicated or copied item onto the active page at the same position from which it was originally copied.

Paste Special (Windows only): Lets you choose how the object is pasted into your document by using the Microsoft Windows Object Linking and Embedding (OLE) function.

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Delete (Windows only): Deletes the active content.

Select All: Selects all content in the active box or text path.

Show Clipboard (Windows only): 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.

Item Find/Change: Displays and hides the Item Find/Change palette.

Preferences (Windows only): Lets you modify default values and settings. For more information, see "Preferences."

Colors: Lets you add, edit, and delete color definitions. For more information, see "Working with colors."

Style Sheets: Lets you add, edit, and delete style sheet definitions. For more information, see "Working with style sheets."

Item Styles: Lets you add, edit, and delete item definitions that you can apply to QuarkXPress items with the Item Styles palette (Window menu).

Callout Styles: Lets you add, edit, and delete callout styles. For more information, see "Working with callouts."

Conditional Styles: Lets you add, edit, and delete conditional styles. For more information, see "Working with conditional styles."

Bullet, Numbering, and Outline Styles: Lets you add, edit, and delete bullet, numbering, and outline styles. For more information, see "Bullets and numbering."

Underline Styles: Lets you access and modify underline styles.

Hyperlinks: Lets you add, edit, and delete hyperlinks including URLs, anchors, and page links.

Hanging Characters: Lets you add, edit, and delete custom hanging character definitions. For more information, see "Working with hanging characters."

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."

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."

Grid Styles: Lets you add, edit, and delete patterns of non-printing design grids that you can apply to text components. For more information, see "Working with design grids."

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

Font Sets: Lets you add, edit, and delete custom scaling, sizing, and direction for specific fonts.

Mojigumi: Lets you add, edit, and delete Mojigumi sets and classes. For more information, see "Working with mojigumi sets and classes."

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Non-Breaking Character Sets: Lets you add, edit, and delete rules for two-byte character sets.

Kerning Pairs (Mac OS X only): Lets you control kerning for installed fonts.

Font Tracking Tables (Mac OS X only): Lets you control tracking for installed fonts..

Set Tool Preferences From Selected (Mac OS X only): Lets you set the tool preferences to the currently selected box's attributes.

Restore Tool Preferences To Default (Mac OS X only): Lets you restore the tool preferences back to the defaults.

Color Setups: Lets you access and modify setups for Source and Output Setups.

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 (Windows only): Lets you change the language of the user interface.

Special Characters (Mac OS X only): Lets you add, edit, and delete special character definitions..

Style menu

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

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.

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 (Windows only): Lets you stretch selected text horizontally or vertically.

Story Direction: Lets you specify horizontal or vertical story direction for the selected text box.

Rubi: Lets you control rubi characters applied to text.

Group Characters: Lets you place horizontal text in a vertical story.

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

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Character Alignment: Lets you align active characters to the top, center, baseline, or bottom.

Track/Sending (Windows only): When the text insertion point is between two characters, Track lets you control the spacing between all selected Roman characters. Sending lets you specify a fixed distance between characters, irrespective of font or font size.

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

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

Leading (Windows only): Lets you change the line spacing of selected paragraphs.

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

Tabs (Windows only): Lets you set tab stops for selected paragraphs.

Rules (Windows only): Lets you create automatic lines above and below selected paragraphs.

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

Character Style Sheet: Lets you apply character 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.

Item Styles: Lets you view and update applied item styles.

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

Flip Horizontal: Lets you flip selected text horizontally.

Flip Vertical: Lets you flip selected text vertically.

Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to selected text.

Anchor: Lets you create or modify an anchor for selected text.

Remove Manual Kerning : Lets you remove all manual kerning applied between characters, or remove kerning from a kerning pair.

Underline Styles (Windows only): 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:

Color: Applies a color to a selected grayscale or one-bit picture.

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

Opacity: Lets you control the transparency of a selected picture.

Halftone (Windows only): Lets you apply a halftone screen pattern to a selected grayscale picture.

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Center Picture: Centers the selected picture in its picture box.

Stretch Picture To Fit 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.

Fit Box To Picture: Reduces or enlarges the picture box to fit the size of the selected picture.

Item Styles: Lets you view and update applied item styles.

Flip Horizontal: Flips the selected picture horizontally.

Flip Vertical: Flips the selected picture vertically.

Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a selected picture or box.

Anchor: Lets you create or modify an anchor for a selected picture or box.

Style menu for lines

The Style menu for lines includes the following commands:

Line Style: Lets you apply a line style to a selected line.

Arrowheads: Lets you apply an arrowhead style to a selected line.

Width: Lets you adjust the width of a selected line.

Color: Lets you change the color of a selected line.

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

Opacity: Lets you control the transparency of a selected line.

Item Styles: Lets you view and update applied item styles.

Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a selected line.

Anchor: Lets you create or modify an anchor for a selected line.

Item menu

The Item menu includes commands for controlling item attributes, positions, grouping, sharing, and more.

Modify (Windows only): Lets you access a comprehensive set of controls such as color, shade, position, size, frame, runaround, clipping path, and more for an item.

Frame (Windows only): Lets you specify frame attributes such as width, style, color, and opacity for an item.

Runaround (Windows only): Lets you specify whether text runs inside, outside, or through a picture or its picture box.

Clipping (Windows only): Lets you select the clipping type for a given item and control its outset.

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Duplicate: Lets you create a copy of an item and its contents.

Step and Repeat (Windows only): Lets you duplicate an active item multiple times and in any position you specify.

Super Step and Repeat: Lets you duplicate an active item multiple times and specify scale, rotation, and shading for the duplicates.

Delete: Lets you delete a selected item and its contents.

Lock: Lets you prevent accidental changes to items and their contents by locking its position or content.

Send & Bring (Mac OS X only): Lets you move an item one level backward in the page or layer's stacking order, move an item to the back of the page or layer, move an item to the front of the page or layer, or move an item one level forward in the page or layer's stacking order.

Send Backward (Windows only): Moves an item one level backward in the page or layer's stacking order.

Send to Back (Windows only): Moves an item to the back of the page or layer.

Bring Forward (Windows only): Moves an item one level forward in the page or layer's stacking order.

Bring to Front (Windows only): Moves an item to the front of the page or layer.

Group: Lets you combine two or more active items (including lines, boxes, text paths, tables, and other groups) into a group.

Ungroup: Performs an Ungroup on the currently selected grouped items.

Ungroup All: Lets you break a group into its component items or groups.

Space/Align: Lets you position the selected items evenly with regard to each other or with regard to the page or spread.

Constrain: Lets you restrict an item so that it cannot move beyond the boundaries of the item to which it is constrained.

Content: Lets you change the content type of an item.

Shape: Lets you change the shape of an active item.

Merge: Lets you merge selected items in a number of ways. (Mac OS X : Merge or Split Paths)

Split: Lets you split boxes that contain non-overlapping shapes, split boxes that contain shapes within shapes, or split boxes that contain a border that crosses over itself (such as a figure eight). (Mac OS X : Merge or Split Paths)

Point/Segment Type: Lets you change the point or segment type of an item so you can manipulate points, curve handles, and line segments.

Convert Text To Boxes: Lets you convert the contents of a selected text box to a Bézier box.

Edit: Lets you modify item shape, runaround, or clipping path.

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Flip Shape: Lets you flip a Bézier shape in its frame either vertically or horizontally.

Share: Lets you access sharing properties of an item and synchronize or re-use content such as text, pictures, boxes, lines, and Composition Zones.

Unsynchronize Size: Removes synchronization of a single instance of the item without affecting other occurrences of that item (or the synchronization attributes).

Unsynchronize Item/Content: Removes synchronization of a single instance of the item without affecting other occurrences of that item (or the synchronization attributes).

Drop Shadow (Windows only): Lets you apply or modify an item's drop shadow.

Copy To Other Layouts: Lets you copy to selected items to another layout.

Callout Anchor: Lets you configure callout anchors and callouts. For more information, see "Working with callouts."

Composition Zones: Lets you create or modify Composition Zones.

Digital Publishing: Lets you configure items for digital publishing in ePub and App Studio formats. For more information, see "eBooks" and A Guide to App Studio.

New Box From Clipping: Lets you to create a box from a clipping path.

Scale: Lets you set the scale settings.

Page menu

The Page menu includes commands for inserting, deleting, and moving pages; working with guides, grids, and sections; navigating through pages, and more.

Insert: Lets you add new pages.

Delete: Lets you delete pages.

Move: Lets you move a page to a different location.

Master Guides and Grid: Lets you modify the placement of page guides and design grids on master pages.

Section: Lets you change the numbering system for a layout or a range of pages in a layout.

Previous: Navigates to the preceding page.

Next: Navigates to the following page.

First: Navigates to the first page.

Last: Navigates to the last page.

Go to: Lets you navigate to a particular page.

Display: Lets you display a page or a master page.

Layout menu

The Layout menu includes commands for working with and navigating to layouts.

New: Lets you add a new layout.

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Duplicate: Lets you duplicate one layout to copy its items and content to another.

Delete: Lets you remove a layout.

New/Edit Layout Specification: Lets you create or modify Job Jackets properties for a layout.

Layout Properties: Lets you modify layout properties such as name, type, and size.

Advanced Layout Properties: Lets you modify sharing properties of a layout.

eBook Metadata: Lets you apply metadata to the layout for eBook export. For more information, see "Working with eBook metadata."

Add Pages to Reflow View: Lets you add pages to a reflow article. For more information, see "Working with Reflow view."

Previous: Activates the layout tab that was active prior to the current layout.

Next: Activates the layout tab that is positioned to the immediate right of the active layout.

First: Activates the far-left layout tab.

Last: Activates the far-right layout tab.

Go to: Lets you activate a specific layout and then choose the layout from the submenu.

Table menu

The Table menu includes commands for adding rows and columns to tables, modifying table attributes, converting tables, and more.

Insert: Lets you add a row or column to a table.

Select: Lets you select a pattern of rows and columns or other table elements. This makes it easy to apply alternating formatting — such as shading every other row.

Delete: Lets you delete a selection from the table.

Combine Cells: Lets you combine a rectangular selection of adjacent table cells — including entire rows or columns — into a single cell.

Table Break: Lets you continue a table in another location. The table break is the maximum size the table can reach before it splits into two linked tables.

Make Separate Tables: Lets you sever the link between continued tables so each table becomes completely separate. This prevents changes to one portion of the table from affecting all the continued tables.

Repeat As Header: Lets you specify a header row to repeat automatically in continued instances of a table.

Repeat As Footer: Lets you specify a footer row to repeat automatically in continued instances of a table.

Convert Text to Table: Lets you convert text that has already been imported or typed into a text box to a table. This works best with text that is delimited in some way to indicate how to divide the information into columns and rows.

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Convert Table: Lets you convert the information in a table to text or to a group of related boxes. You might convert a table for easy exporting of the current data or to save a document containing features that are not supported in earlier versions of QuarkXPress.

Table Direction: Lets you specify horizontal or vertical orientation for a table.

Link Text Cells: Lets you link table cells to each other just as text boxes and text paths can be linked. Text that is typed, imported, or pasted into a linked cell fills the first text cell, and then flows on to each subsequent linked cell.

Maintain Geometry: Lets you prevent the width and height of a table from changing when you insert or delete rows or columns.

View menu

The View menu provides options for viewing your document and specifying what you see on screen when the menu item is checked. This menu includes the following commands:

Fit in Window: Automatically scales the view to fit (and center) an entire page in the layout window.

50%: Scales the layout view to 50%.

75%: Scales the layout view to 75%.

Actual Size: Scales the layout view to 100%.

200%: Scales the layout view to 200%.

Thumbnails: Displays small representations of each page that you can rearrange and copy between projects.

Enter Full Screen (Mac OS X only): Lets you switch to full screen mode.

Guides: Displays nonprinting lines used to position items on pages, including margin guides, the outlines of boxes, the "X" pattern in empty picture boxes, and ruler guides.

Hide Selection: Allows you to put QuarkXPress into a mode where selections are not indicated visually in the document (no text highlighting, no handles), but the selection is still honored by QuarkXPress.

Page Grids: Displays nonprinting gridlines defined for the master page on which the active layout page is based.

Text Box Grids: Displays nonprinting gridlines applied to text boxes.

Snap to Guides: Lets you quickly align items with guides so items will snap to the nearest guide.

Snap to Page Grids: Lets you quickly align items with page grids so items will snap to the nearest guide.

Rulers: Displays rulers, which you can use to position items and guides, along the top and left edges or top and right edges of the layout window.

Ruler Direction: Lets you position page rulers on the top and left or top and right edges of the layout window.

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Invisibles: Displays editable, nonprinting characters such as spaces, tabs, and paragraph returns in text.

Visual Indicators: Displays indicators for non-printing elements, such as hyperlinks and rollovers.

Trim View: Simulates what the page will look like when trimmed by cropping any items that extend beyond the page boundary. You can control the color of the pasteboard that displays when this item is selected in the Display pane of the Preferences dialog box (QuarkXPress/Edit > Preferences).

Hide Suppressed: Hides all items for which the Suppress Output box is checked in the Box, Line, Picture, or Layout pane of the Modify dialog box, as well as layers for which Suppress Output is checked in the Attributes dialog box. In addition, this option hides underlines on hyperlinks, hyperlink anchors, index markers, and the text overflow symbol.

Proof Output : Lets you preview how the layout will look when output to different media and for different printing methods. This display simulation is accurate enough for soft proofing.

Reflow View: Displays the Reflow view (if any) for this layout. For more information, see "Working with Reflow view."

Story Editor: Displays the active story in Story Editor view. For more information, see "Using Story Editor view."

View Sets: Lets you create and easily switch between different view options.

Utilities menu

The Utilities menu includes the following commands:

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

Check Spelling: Use the submenu to display the Check Spelling palette to check the spelling of a word, a selection of text, a story, a layout, or all master pages in a layout.

Word and Character Count: Displays the Word and Character Count dialog box. This dialog box displays the number of full-width characters, half-width characters, and various other kinds of characters in the active text component.

Auxiliary Dictionary (Windows only): Lets you specify an auxiliary dictionary for use in spell checking.

Edit Auxiliary (Windows only): Lets you edit the auxiliary dictionary associated with the active layout.

Word And Character Count: Displays the Word and Character Count dialog box.

Line Check: Displays a submenu that lets you find widows, orphans, loosely justified lines, lines that end with a hyphen, and overflow situations.

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

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

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.

Usage: Lets you view and update the status of fonts, pictures, QuarkVista effects, color profiles, tables, Composition Zones, assets used in App Studio layouts, and assets used in Blio interactivity. Multiple missing digital files can be updated all at once using the Usage dialog.

Item Styles Usage: Lets you view and update applied item styles.

Job Jackets Manager: Displays the Job Jackets Manager dialog box.

Build Index (Windows only): Lets you create an index from the contents of the Index palette.

Insert Placeholder Text: Generates random text in the active text box so that you can preview how text will flow and be styled, even though you might not have actual content yet.

Cloner: Displays the Cloner dialog box. For more information, see " Cloner XTensions software."

ImageGrid: Displays the ImageGrid dialog box. For more information, see " ImageGrid XTensions software."

Tracking Edit (Windows only): Lets you control tracking for installed fonts.

Kerning Table Edit (Windows only): Lets you control kerning for installed fonts.

Linkster: Displays the Linkster dialog box. For more information, see " Linkster XTensions software."

ShapeMaker: Displays the ShapeMaker dialog box. For more information, see " ShapeMaker XTensions software."

Remove Manual Kerning (Windows only): Lets you remove all manual kerning applied between characters, or remove kerning from a kerning pair.

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.

Component Status (Windows only): Lets you view the status of required software components.

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

Convert Old Underlines: Converts all underlines in the active text chain from QuarkXPress 3.x (Stars & Stripes) format to Type Tricks format.

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

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

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Make QR Code: Lets you generate vector Quick Response (QR) codes directly within QuarkXPress then style and color them the way you want..

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 X only): Positions and displays all open windows.

Cascade (Windows only): Layers multiple open projects so just a portion of each project's menu bar displays.

Tile (Mac OS X 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.

Tile Vertically (Windows only): Tiles all open windows vertically to fit on the screen.

Arrange Icons (Windows only): Minimizes all active projects.

Close All (Windows only): Closes all active projects.

Palette Sets: Use the submenu to store and recall arrangements of palettes.

Turn Hiding On (Mac OS X only): Allows you to display and hide groups of docked palettes.

Advanced Image Control: Displays and hides the Advanced Image Control palette.

App Studio Publishing: Displays and hides the App Studio Publishing palette. For more information, see A Guide to App Studio.

Callout Styles: Displays the Callout Styles palette. For more information, see "Working with callout styles."

Colors: Displays and hides the Colors palette.

Conditional Styles: Displays the Conditional Styles palette. For more information, see "Working with conditional styles."

Content: Displays and hides the Content palette.

Glyphs: Displays and hides the Glyphs palette.

Grid Styles: Displays and hides the Grid Styles palette.

Guides: Displays and hides the Guides palette.

HTML5: Displays and hides the HTML5 palette.

Hyperlinks: Displays and hides the Hyperlinks palette.

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Index: Displays and hides the Index palette.

Item Styles: Displays and hides the Item Styles palette.

Layers: Displays and hides the Layers palette.

Lists: Displays and hides the Lists palette.

Measurements: Displays and hides the Measurements palette.

Page Layout: Displays and hides the Page Layout palette.

Profile Information: Displays and hides the Profile Information palette.

Reflow Table of Contents: Displays the Reflow Table of Contents palette. For more information, see "Creating a TOC for ePub or Kindle."

Reflow Tagging: Displays the Reflow Tagging palette. For more information, see "Editing content in Reflow view."

Scale: Displays and hides the Scale palette. For more information, see "Scale XTensions software."

Style Sheets: Displays and hides the Style Sheets palette.

Tools: Displays and hides the Tools palette.

Welcome Screen: Displays the welcome screen.

In addition, this menu includes an item for every open window. You can use these menu items to easily switch between windows.

Help menu

The Help menu provides access to the online help. This menu includes the following commands:

Search Use this command to search the local help file.

Help Topics (Mac OS X only): Use this command to display the online help.

Contents (Windows only): Use this option to view the Contents tab of the Help window.

Index (Windows only): Use this option to view the Index tab of the Help window.

Transfer QuarkXPress License (Windows only): Use this option to transfer your license to another computer.

About QuarkXPress (Windows only): Use this command to display information about QuarkXPress, such as the version number.

Edit License Code (Windows only): Use this command to change the validation code of an installed copy of QuarkXPress. By changing this code, you can change a Test Drive version (formerly called "evaluation copy") of QuarkXPress into a fully functional version, change the languages supported by the user interface, or change QuarkXPress into a Plus edition.

Check for Updates (Windows only): Use this command to check for updates to QuarkXPress.

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Quark Update Settings (Windows only): Use this command to configure automatic update settings.

Context menus

QuarkXPress offers a wide variety of functionality through context menus. To display a context menu, Control+click (Mac OS X) or right-click in text, on a picture, or on a palette.

Palettes

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.

(Mac OS X only) Palettes can be vertically docked to the left and right edges of the screen, and docked palettes on screen edges form a group and can be moved as a group. You can also hide groups of docked palettes by choosing Window > Turn Hiding On. Docked palettes contain snaps giving a unified look to the application. In the document window, the resize (+) button can be used to unsnap / snap a window to the palettes. A splitter is added between the window and palette edges so that resizing the palette also resizes the window.

Due to its width, the Measurements palette can only be docked horizontally to the upper or lower edge of the screen. The Tool palette can be docked either vertically or horizontally.

(Mac OS X only) Palettes can be dragged and merged into any palette groups. When dragging, a thumbnail is shown indicating whether the palette will be merged or placed above. A blue line indicator is shown in the palette group to indicate the location the palette will be dropped.

Advanced Image Control palette

The Advanced Image Control palette lets you control the display of imported images. For more information, see "Working with PSD pictures."

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The Advanced Image Control palette lets you manipulate imported images.

Callout Styles palette

The Callout Styles palette lets you work with callout styles. For more information, see "Working with callout styles."

Colors palette

The Colors palette lets you view and apply colors defined in the active project. 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 Colors palette lets you view and apply colors.

Conditional Styles palette

The Conditional Styles palette lets you work with conditional styles. For more information, see "Working with conditional styles."

Content palette

The Content palette provides access to items in the shared content library. From this palette, you can duplicate and synchronize that content across different layouts. The buttons at the top of this palette let you add, import, insert, edit, and control the synchronization of content.

Users can create shared items through the Shared Item Properties dialog box (Item > Share). For more information, see "Working with shared content."

The Content palette provides access to items in the shared content library.

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

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an option from the second drop-down menu. The selected characters Unicode value is visible at the bottom right. 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.

The Glyphs palette gives you easy access to every character in every font.

Grid Styles palette

A grid style is a named package of settings that describe a grid — like a style sheet for a design grid. You can apply grid styles to text boxes and can use them as the basis for master page grids. You can also base grid styles on other grid styles. Grid styles are displayed in the Grid Styles palette (Window menu). For more information, see "Working with grid styles."

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The Grid Styles palette lets you create and apply grid styles.

Guides palette

The Guides palette lets you work with guides. For more information, see "Using the Guides palette."

HTML5 Palette

The HTML5 palette lets you create and configure movies, slideshows, buttons, and more for App Studio issues. For more information, see A Guide to App Studio.

Index palette

The Index palette lets you tag text for indexing. When you create an index, all of the tags you created with the Index palette are automatically turned into a customizable index. For more information, see "Working with lists."

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The Index palette lets you tag text for inclusion in an automatically generated index.

Item Styles palette

The Item Styles palette lets you work with item styles. For more information, see "Item Styles XTensions software."

Layers palette

The Layers palette lets you create layers, edit layer properties, control whether those layers display and print, and move objects between layers. For more information, See "Working with layers."

The Layers palette lets you work with layers and the objects on those layers.

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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.

The Lists palette lets you create things like tables of contents

Measurements palette

With the Measurements palette (Window menu), you can quickly edit many commonly used controls. Options in the Measurements palette change to reflect the selected tool or item. When you select multiple items of the same type (such as three separate picture boxes), the Measurements palette controls apply to all selected items.

The Measurements palette displays a row of icons called the navigator tab above the center of the palette. You can cycle left-to-right through the Measurements palette navigator tab icons by pressing Command+Option+;/Ctrl+Alt+;. You can move in reverse (right-to-left) by pressing Command+Option+,/Ctrl+Alt+,.

To continuously display the navigator tab, Control+click/right-click the Measurements palette title bar and choose Always Show Tab Bar. To permanently hide the navigator tab, Control+click/right-click the Measurements palette title bar and choose Always Hide

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Tab Bar. To make the navigator tab bar display interactively. Control+click/right-click the

Measurements palette title bar and choose Show Tab on Rollover.

Measurements palette - Mac OS X

The selection of tabs displayed on the Measurements palette depends on which items are active, and the display of any tab changes to fit the item or items that are active. The available tabs are as follows:

Home tab: Contains often-used controls. Displays differently for text boxes, picture boxes, lines, and tables.

Character tab: Contains controls allowing you to set the character attributes of the currently selected text.

Paragraph tab: Contains controls allowing you to set the paragraph attributes of the currently selected text box.

Rules tab: Contains controls allowing you to set the rules attributes of the currently selected text box.

Tabs tab: Contains controls allowing you to set up the tabs in the currently selected text box.

Text Box tab: Contains controls allowing you to set the text attributes of the currently selected text box.

Picture Box tab: Contains controls allowing you to set the picture attributes of the currently selected picture box.

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Clipping tab: Contains controls allowing you to set the clipping attributes of the currently selected picture box.

Frame tab: Contains controls allowing you to set the frame attributes of the currently selected box.

Runaround tab: Contains controls allowing you to set the frame attributes of the currently selected object. Displays differently for text boxes, picture boxes, and lines.

Space/Align tab: Contains controls from the Space/Align submenu (Item > Space/Align).

Drop Shadow tab: Contains controls allowing you to set the drop shadow attributes of the currently selected object.

Table tab: Contains controls allowing you to set the table attributes of the currently selected table.

Composition Zones tab: Contains controls allowing you to set the attributes for the currently selected composition zone .

Component tab: Contains controls allowing you to set the attributes of the currently selected component.

When you select a picture box that contains an image, the number next to the Effective Image Resolution icon in the Home tab of the Measurements palette displays the effective resolution of the image. The actual image resolution divided by the scale of the image equals the effective resolution. For example, if you import an image with an actual image resolution of 100 dpi and then increase the scale from 100% to 200%, the effective resolution is 50 dpi. The higher the effective resolution is, the higher the quality of the

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reproduced image will be. Note that if you select multiple picture boxes with varying effective resolutions, no number displays next to the Effective Image Resolution icon.

Measurements palette - Windows

The selection of tabs displayed on the Measurements palette depends on which items are active, and the display of any tab changes to fit the item or items that are active. The available tabs are as follows:

Classic tab: Contains often-used controls. Displays differently for text boxes, picture boxes, lines, and tables.

Text tab: Contains controls from the Text tab of the Modify dialog box (Item > Modify).

Frame tab: Contains controls from the Frame tab of the Modify dialog box.

Runaround tab: Contains controls from the Runaround tab of the Modify dialog box. Displays differently for text boxes, picture boxes, and lines.

Clipping tab: Contains controls from the Clipping tab of the Modify dialog box.

Character Attributes tab: Contains controls from the Character Attributes dialog box (Style > Character).

Paragraph Attributes tab: Contains controls from the Formats tab of the Paragraph Attributes dialog box (Style > Formats).

Text Path tab: Contains controls from the Text Path tab of the Modify dialog box.

Space/Align tab: Contains controls from the Space/Align submenu (Item > Space/Align).

Export tab: Contains controls from the Export tab of the Modify dialog box. (Web layouts only).

Grids tab: Contains controls from the Grid tab of the Modify dialog box. (selected tables only).

Drop Shadow tab: Contains controls from the Drop Shadow tab of the Modify dialog box.

Tabs tab: Contains controls from the Tabs tab of the Paragraph Attributes dialog box.

When you select a picture box that contains an image, the number next to the Effective Image Resolution icon in the Classic tab of the Measurements palette displays the effective resolution of the image. The actual image resolution divided by the scale of the image equals the effective resolution. For example, if you import an image with an actual image resolution of 100 dpi and then increase the scale from 100% to 200%, the effective resolution is 50 dpi. The higher the effective resolution is, the higher the quality of the

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reproduced image will be. Note that if you select multiple picture boxes with varying effective resolutions, no number displays next to the Effective Image Resolution icon.

The tab bar displays above the center of the Measurements palette.

Page Layout palette

The Page Layout palette provides a variety of features having to do with pages and navigation.

The Page Layout palette lets you work with master pages and layout pages.

The top portion of the palette lets you create, duplicate, and delete master pages. To view and edit a master page, double-click it; the master page displays in the active project window. A single-sided master page displays as a rectangle, while a facing-page master page displays with two folded corners.

The bottom portion of the palette lets you navigate through the pages in the active layout. To go to a layout page, double-click in this portion of the palette.

To apply a master page to a layout page, drag the master page icon onto the layout page icon. Alternatively, you can select the layout page icons in the palette and them Command-click/Ctrl-click the master page icon.

Profile Information palette

The Profile Information palette lets you view and update color management settings for pictures. For more information, see "Color management."

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The Profile Information palette lets you precisely control color management settings for pictures.

Reflow Table of Contents palette

The Reflow Table of Contents palette lets you create a table of contents for ePUB or Kindle export. For more information, see "Creating a TOC for ePub or Kindle."

Reflow Tagging palette

The Reflow Tagging palette lets you tag content in Reflow view. For more information, see "Working with Reflow view."

Scale palette

The Scale palette lets you perform advanced scaling operations. For more information, see "Scale XTensions software."

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.

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The Style Sheets palette lets you view and apply paragraph and character style sheets.

Tools palette

The Tools palette lets you easily switch between a wide variety of tools for working with layouts. For more information, see "Tools."

Palette groups and palette sets

QuarkXPress 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.

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This palette group shows the Colors, Advanced Image Control, and Style Sheets palettes attached as one, which economizes space while providing easy access to functions.

(Windows only)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].

(Mac OS X only)To attach a palette to a palette group, click the icon in the top right of a palette and choose an unchecked palette name from the list. Palettes that are already displayed can also be dragged and merged into a palette group. When dragging, a thumbnail is shown indicating whether the palette will be merged or placed above. A blue line indicator is shown in the palette group to indicate the location the palette will be dropped.

(Mac OS X only)Docked palettes on screen edges form a palette group and can be moved as a group. Palette groups can be set to auto show/hide.

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.

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.

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To retrieve a palette set, choose Window > Palette Sets > [name of palette set] or press the keyboard combination for that palette set.

Layout controls

When you open a project, you have immediate access to some basic features at the bottom left of the project window.

Layout controls

1Zoom: Enter a zoom percentage or choose a zoom value from the drop-down menu (the maximum zoom limit is 800%).

2Page Number: Enter a page number in the Page Number field or choose a page from the page list that displays when you click the upward facing arrow to the right of the field.

3Previous Page: Navigate to the previous page.

4Next Page: Navigate to the next page.

5View Master Page: Switch back and forth between the active layout page and its master page.

6Split Screen Horizontal: View the layout in two or more separate panes one above the other.

7Split Screen Vertical: View the layout in two or more separate panes side by side.

8Export: Display the same export options that are available when you choose File > Export.

Click the up arrow next to the Page Number field to see a thumbnail view of all of the pages in the layout. Mac OS X users can continue to click the up arrow to enlarge the thumbnails.

Views and view sets

QuarkXPress gives you multiple ways to view your layouts. You can split a window or create a new window to show two different layouts, or two different views of the same layout. You can use Story Editor view to concentrate on text without having to look at

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the layout. And the View Sets feature lets you create and easily switch between different view options.

Splitting a window

By splitting a window into two or more panes, you can display multiple views of one project 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.

(Windows only) 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.

Click the close button in the top right corner of the window.

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