Quark QuarkXPress - 10.1 User Guide
A Guide to QuarkXPress 10.1
CONTENTS
Contents
About this guide.............................................................................16
What we're assuming about you..........................................................................16
Where to go for help............................................................................................16
Conventions..........................................................................................................17
Technology note...................................................................................................17
The user interface...........................................................................19
Tools......................................................................................................................19
Menus...................................................................................................................22
QuarkXPress menu (Mac OS X only).............................................................................22
File menu.......................................................................................................................22
Edit menu......................................................................................................................23
Style menu.....................................................................................................................25
Item menu.....................................................................................................................27
Page menu....................................................................................................................29
Layout menu..................................................................................................................30
Table menu...................................................................................................................30
View menu.....................................................................................................................31
Utilities menu.................................................................................................................33
Window menu...............................................................................................................34
Help menu ....................................................................................................................36
Context menus......................................................................................................36
Palettes.................................................................................................................36
Advanced Image Control palette..................................................................................37
Callout Styles palette....................................................................................................37
Colors palette................................................................................................................38
Conditional Styles palette.............................................................................................38
Content palette.............................................................................................................38
Books palette................................................................................................................39
Glyphs palette...............................................................................................................39
Grid Styles palette.........................................................................................................40
Guides palette...............................................................................................................41
HTML5 Palette...............................................................................................................41
Index palette.................................................................................................................41
Item Styles palette.........................................................................................................41
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Layers palette................................................................................................................41
Lists palette...................................................................................................................42
Measurements palette...................................................................................................43
Measurements palette - Mac OS X...............................................................................43
Measurements palette - Windows.................................................................................45
Page Layout palette......................................................................................................46
Profile Information palette.............................................................................................47
Redline palette..............................................................................................................47
Reflow Table of Contents palette..................................................................................47
Reflow Tagging palette.................................................................................................48
Scale palette..................................................................................................................48
Style Sheets palette.......................................................................................................48
Tools palette.................................................................................................................48
Palette groups and palette sets............................................................................48
Layout controls.....................................................................................................50
Views and view sets..............................................................................................51
Splitting a window.........................................................................................................51
Creating a window........................................................................................................52
Using Story Editor view.................................................................................................52
View sets........................................................................................................................52
Projects and layouts........................................................................55
Working with projects..........................................................................................55
Options for Print layouts................................................................................................56
Saving and naming a QuarkXPress project...................................................................57
Exporting layouts and projects......................................................................................57
Working with layouts............................................................................................57
Project-level and layout-level resources........................................................................58
Working with guides.............................................................................................59
Column and margin guides...........................................................................................59
Ruler guides..................................................................................................................59
Snapping to guides.......................................................................................................60
Dynamic Guides............................................................................................................60
Undoing and redoing actions................................................................................61
Boxes, lines, and tables...................................................................62
Understanding items and content.........................................................................62
Understanding handles.........................................................................................63
Understanding Bézier shapes...............................................................................64
Working with boxes..............................................................................................66
Creating text and picture boxes....................................................................................66
Resizing boxes...............................................................................................................68
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Locking box and picture proportions............................................................................68
Reshaping boxes...........................................................................................................69
Adding frames to boxes................................................................................................69
Applying colors to boxes..............................................................................................70
Applying blends to boxes.............................................................................................70
Merging and splitting boxes.........................................................................................71
Adding text and pictures to boxes................................................................................71
Changing box type........................................................................................................71
Creating a box from a clipping path.............................................................................72
Working with lines................................................................................................72
Creating lines................................................................................................................72
Line modes for straight lines.........................................................................................73
Resizing lines.................................................................................................................73
Reshaping lines.............................................................................................................74
Controlling line appearance..........................................................................................74
Joining lines..................................................................................................................74
Joining, extending and closing open paths..................................................................75
Manipulating items...............................................................................................75
Selecting items..............................................................................................................75
Moving items.................................................................................................................75
Cutting, copying, and pasting items.............................................................................76
Controlling the stacking order of items.........................................................................76
Grouping items.............................................................................................................76
Duplicating items..........................................................................................................77
Spacing and aligning items ..........................................................................................78
Rotating items...............................................................................................................78
Skewing items...............................................................................................................79
Locking and unlocking items.........................................................................................79
Anchoring items and groups in text..............................................................................79
Working with callouts...........................................................................................79
Understanding callouts..................................................................................................80
Creating a callout..........................................................................................................82
Configuring a callout anchor.........................................................................................83
Working with callout styles............................................................................................84
Callouts and runaround.................................................................................................85
Working with tables..............................................................................................85
Drawing a table.............................................................................................................85
Converting text to tables...............................................................................................87
Importing Excel tables...................................................................................................88
Importing Excel charts...................................................................................................89
Adding text and pictures to tables................................................................................90
Editing table text ..........................................................................................................90
Linking table cells..........................................................................................................90
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Formatting tables..........................................................................................................91
Formatting gridlines......................................................................................................91
Inserting and deleting rows and columns.....................................................................92
Combining cells.............................................................................................................93
Manually resizing tables, rows, and columns................................................................93
Converting tables back to text......................................................................................93
Working with tables and groups...................................................................................93
Continuing tables in other locations.............................................................................93
Text and typography.......................................................................98
Editing text...........................................................................................................98
Importing and exporting text...............................................................................99
Import/export filters......................................................................................................99
Importing and exporting text with Unicode options...................................................100
Finding and changing text..................................................................................100
Special character codes...............................................................................................101
Checking spelling................................................................................................102
Auxiliary dictionaries...................................................................................................103
Counting words and characters..........................................................................104
Applying character attributes.............................................................................104
Applying a font............................................................................................................104
Choosing a font size....................................................................................................105
Applying type styles....................................................................................................105
Applying color, shade, and opacity.............................................................................106
Applying horizontal or vertical scale...........................................................................106
Applying baseline shift................................................................................................107
Applying emphasis......................................................................................................107
Controlling half-width characters ...............................................................................108
Counting characters....................................................................................................108
Working with font sets.................................................................................................108
Working with grouped characters...............................................................................109
Aligning characters on a line.......................................................................................109
Applying multiple character attributes........................................................................112
Applying paragraph attributes...........................................................................113
Controlling alignment.................................................................................................113
Controlling indentation...............................................................................................114
Controlling leading......................................................................................................115
Controlling space before and after paragraphs..........................................................116
Setting tabs.................................................................................................................116
Controlling widow and orphan lines...........................................................................117
Working with non-breaking character sets..................................................................117
Controlling kerning.............................................................................................118
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Kerning manually.........................................................................................................118
Kerning automatically..................................................................................................118
Controlling hyphenation and justification...........................................................119
Specifying hyphenation exceptions............................................................................121
Using discretionary hyphens.......................................................................................121
Controlling tracking............................................................................................121
Tracking manually........................................................................................................122
Editing tracking tables.................................................................................................122
Sending ......................................................................................................................122
Working with style sheets..................................................................................123
Creating and editing paragraph style sheets..............................................................123
Creating and editing character style sheets................................................................125
Applying style sheets..................................................................................................127
Appending style sheets...............................................................................................128
Working with conditional styles..........................................................................128
Creating a conditional style.........................................................................................130
Applying a conditional style........................................................................................132
Removing conditional styles........................................................................................133
Using conditional style markers...................................................................................133
Editing a conditional style...........................................................................................134
Bullets and numbering........................................................................................135
Working with bullet styles...........................................................................................135
Working with numbering styles...................................................................................137
Working with outline styles.........................................................................................138
Bullets, numbering, outlines, and style sheets............................................................140
Positioning text in text boxes.............................................................................141
Using baseline grid......................................................................................................141
Aligning text vertically.................................................................................................141
Specifying text inset....................................................................................................142
Specifying story direction............................................................................................142
Controlling font usage........................................................................................143
Converting text to boxes....................................................................................143
Using text runaround..........................................................................................143
Running text around all sides of an item.....................................................................144
Running text around lines and text paths....................................................................144
Running text around text boxes .................................................................................145
Running text around pictures......................................................................................145
Fine-tuning a runaround path.....................................................................................146
Editing a runaround path............................................................................................147
Working with text paths.....................................................................................147
Creating drop caps.............................................................................................148
Creating rules above and below paragraphs......................................................148
Using anchored boxes.........................................................................................149
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Anchoring boxes and lines in text...............................................................................149
Cutting, copying, pasting, and deleting anchored boxes and lines...........................149
Unanchoring boxes and lines......................................................................................149
Working with OpenType fonts...........................................................................149
Applying OpenType styles..........................................................................................150
Using ligatures.............................................................................................................153
Working with the Glyphs palette........................................................................153
Displaying invisible characters............................................................................155
Inserting special characters.................................................................................155
Inserting spaces...........................................................................................................155
Inserting other special characters................................................................................155
Specifying character language............................................................................155
Using font fallback..............................................................................................155
Importing and exporting text with Unicode options..........................................156
Working with font mapping rules.......................................................................156
Working with design grids..................................................................................157
Understanding design grids........................................................................................157
Design grid basics.......................................................................................................161
Working with grid styles..............................................................................................172
Using design grids.......................................................................................................175
Working with rubi text.......................................................................................177
Rubi alignment options...............................................................................................179
Mono rubi....................................................................................................................181
Rubi base alignment options.......................................................................................182
Rubi overhang options................................................................................................184
Working with hanging characters.......................................................................185
Creating hanging character classes.............................................................................188
Creating hanging character sets ................................................................................189
Applying hanging character sets.................................................................................189
Working with mojigumi sets and classes............................................................190
Creating and editing mojigumi character classes.......................................................190
Creating and editing mojigumi sets............................................................................191
Applying mojigumi sets...............................................................................................194
Character mapping for legacy projects...............................................................194
Mapping for projects that use UDA/VDA characters..................................................194
Mapping for projects that use custom characters.......................................................196
Pictures.........................................................................................197
Working with pictures.........................................................................................197
Importing a picture......................................................................................................197
Moving pictures...........................................................................................................198
Resizing pictures..........................................................................................................198
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Cropping pictures.......................................................................................................198
Rotating and skewing pictures....................................................................................198
Coloring and shading pictures....................................................................................199
Flipping pictures..........................................................................................................199
Listing, verifying status of, and updating pictures.......................................................199
Specifying background colors for pictures..................................................................199
Maintaining picture attributes.....................................................................................200
Working with clipping paths...............................................................................200
Creating clipping paths...............................................................................................200
Using embedded clipping paths.................................................................................202
Manipulating clipping paths........................................................................................202
Creating special effects with clipping paths................................................................202
Working with alpha masks..................................................................................203
Working with PSD pictures.................................................................................203
Preparing PSD files......................................................................................................204
Working with PSD layers.............................................................................................204
Working with PSD channels.........................................................................................205
Working with PSD paths..............................................................................................206
Printing with PSD Import.............................................................................................207
Color, opacity, and drop shadows................................................208
Working with colors............................................................................................208
The Colors palette.......................................................................................................208
The Colors dialog box.................................................................................................208
Creating a color...........................................................................................................209
Editing a color.............................................................................................................210
Duplicating a color......................................................................................................210
Deleting a color...........................................................................................................210
Importing colors from another article or project.........................................................211
Changing all instances of one color to another color.................................................211
Applying color, shade, and blends.............................................................................211
Applying color and shade to text................................................................................211
Applying color and shade to lines...............................................................................211
Working with opacity..........................................................................................212
Specifying opacity.......................................................................................................212
Specifying opacity for groups.....................................................................................212
Creating blends with transparency..............................................................................213
Color management..............................................................................................213
Source setups and output setups................................................................................213
The color management experience for users..............................................................213
Working with source setups and output setups from a color expert..........................214
Working in a legacy color management environment................................................215
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Proofing color on screen (soft proofing)......................................................................216
Color management for experts...................................................................................216
Creating a source setup..............................................................................................217
Creating an output setup............................................................................................217
Managing profiles.......................................................................................................218
Working with drop shadows...............................................................................219
Applying drop shadows..............................................................................................219
Customizing drop shadows.........................................................................................220
Incorporating drop shadows with items......................................................................220
Document construction.................................................................221
Using automatic page numbering.......................................................................221
Creating an automatic text box..........................................................................221
Working with master pages................................................................................222
Creating a master page...............................................................................................222
Applying master pages...............................................................................................227
Updating master pages...............................................................................................227
Master pages and layout families................................................................................228
Working with layers............................................................................................228
Understanding layers...................................................................................................229
Creating layers............................................................................................................229
Selecting layers...........................................................................................................230
Showing and hiding layers..........................................................................................230
Determining which layer an item is on........................................................................231
Deleting layers............................................................................................................231
Changing layer options...............................................................................................231
Moving items to a different layer................................................................................232
Copying and pasting items between layers................................................................233
Changing the stacking order of layers........................................................................233
Layers and text runaround...........................................................................................233
Duplicating layers........................................................................................................234
Merging layers.............................................................................................................234
Locking items on layers...............................................................................................235
Using master pages with layers...................................................................................235
Suppressing printout of layers.....................................................................................235
Using PDF layers.........................................................................................................236
Working with lists...............................................................................................236
Preparing for lists.........................................................................................................236
Creating a list..............................................................................................................237
Importing lists from another document.......................................................................238
Navigating with lists....................................................................................................238
Building lists................................................................................................................239
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Updating lists..............................................................................................................239
Working with indexes.........................................................................................239
Specifying the index marker color...............................................................................239
Creating index entries.................................................................................................240
Creating cross-references............................................................................................242
Editing an index entry.................................................................................................243
Deleting an index entry...............................................................................................243
Specifying the punctuation used in an index..............................................................243
Building an index.........................................................................................................244
Editing final indexes....................................................................................................245
Working with books............................................................................................246
Creating books............................................................................................................247
Working with chapters.................................................................................................247
Controlling page numbers..........................................................................................249
Synchronizing chapters...............................................................................................250
Printing chapters.........................................................................................................252
Generate a PDF from a Book......................................................................................252
Creating indexes and tables of contents for books....................................................253
Working with libraries.........................................................................................253
Creating libraries.........................................................................................................254
Adding library entries..................................................................................................255
Retrieving library entries..............................................................................................255
Manipulating library entries.........................................................................................255
Working with labels.....................................................................................................255
Saving libraries............................................................................................................256
Output...........................................................................................257
Printing layouts...................................................................................................257
Updating picture paths................................................................................................257
Setting Print dialog box controls.................................................................................257
Print dialog box...........................................................................................................259
Printing color separations............................................................................................264
Printing color composites............................................................................................265
Exporting layouts................................................................................................266
Exporting a layout in EPS format.................................................................................266
Exporting a layout in PDF format................................................................................267
Creating a PostScript file.............................................................................................269
Exporting a layout as an image...................................................................................269
Using Collect for Output.....................................................................................270
Working with output styles................................................................................271
Working with trapping........................................................................................272
Understanding flattening and production issues................................................272
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Notes.............................................................................................273
Creating notes....................................................................................................273
Working with notes............................................................................................274
Opening and closing notes.........................................................................................274
Showing and hiding notes...........................................................................................274
Deleting notes.............................................................................................................274
Converting between notes and text............................................................................274
Viewing notes by author, date, name, or color...........................................................275
Moving and resizing notes..........................................................................................275
Printing notes..............................................................................................................275
Notes in PDFs..............................................................................................................275
Redline..........................................................................................276
Tracking changes................................................................................................276
Viewing tracked changes....................................................................................277
Accepting and rejecting changes........................................................................278
Collaboration and single-sourcing.................................................279
Working with shared content.............................................................................279
Sharing and synchronizing content.............................................................................280
Understanding synchronization options......................................................................282
Placing a synchronized item........................................................................................283
Placing synchronized content......................................................................................283
Importing content into the shared content library......................................................283
Working with Composition Zones.......................................................................284
Understanding Composition Zones............................................................................284
Creating a Composition Zones item...........................................................................287
Placing a Composition Zones item..............................................................................289
Editing a composition layout: Content.......................................................................291
Editing the contents of a composition layout.............................................................291
Unsynchronizing a composition layout........................................................................292
Deleting a composition layout....................................................................................292
eBooks...........................................................................................293
Working with Reflow view..................................................................................293
Creating reflow articles................................................................................................295
Mapping style sheets to Reflow tags..........................................................................299
Adding content to a reflow article...............................................................................300
Splitting a reflow component......................................................................................301
Reordering components in a reflow article.................................................................301
Editing content in Reflow view....................................................................................301
Updating content in Reflow view................................................................................305
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Adding interactivity to ePub eBooks..................................................................306
Adding audio to an ePub eBook.................................................................................306
Adding video to an ePub eBook.................................................................................306
Adding hyperlinks and anchors to an ePub eBook.....................................................307
Creating a TOC for ePub or Kindle.....................................................................307
Working with eBook metadata...........................................................................308
Exporting for ePub.............................................................................................309
Specifying CSS for ePub export..................................................................................310
Exporting for Kindle...........................................................................................310
Job Jackets...................................................................................312
Understanding Job Jackets.................................................................................312
What are Job Jackets?................................................................................................313
The structure of Job Jackets.......................................................................................313
Sample Job Jackets workflow.....................................................................................317
Working with Job Jackets...................................................................................318
Basic mode and Advanced mode...............................................................................318
Creating Job Jackets files...........................................................................................319
Working with Job Tickets...................................................................................323
Creating a Job Ticket template...................................................................................323
Adding a layout definition to a Job Ticket: Advanced mode.....................................328
Applying a Job Ticket template to a project...............................................................329
Applying a layout definition to a project.....................................................................332
Exporting and importing Job Tickets..........................................................................332
The default Job Jackets file................................................................................333
Editing the default Job Ticket template: File menu....................................................333
Editing the default Job Ticket template: Utilities menu..............................................333
Editing the default Job Jackets file.............................................................................334
Working with Resources: Advanced mode.........................................................334
Accessing Resources: Advanced mode.......................................................................334
Configuring Resources: Advanced mode....................................................................335
Specifying the location of Resources: Advanced mode..............................................336
Working with Layout Specifications....................................................................337
Creating a Layout Specification: Advanced mode......................................................338
Applying a Layout Specification to a layout................................................................338
Working with Rules and Rule Sets......................................................................340
Creating Rules: Advanced mode................................................................................341
Adding Rules to a Rule Set: Advanced mode.............................................................343
Applying a Rule Set to a layout...................................................................................344
Evaluating a layout.............................................................................................346
Job Jackets locking.............................................................................................348
Printing with JDF output....................................................................................350
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Working with multiple languages..................................................351
Applying a character language...........................................................................351
Changing the program language........................................................................352
XTensions software.......................................................................353
Working with XTensions modules.......................................................................353
Installing XTensions modules......................................................................................353
Enabling and disabling XTensions modules................................................................353
Working with XTensions sets (Windows only) ............................................................354
Custom Bleeds XTensions software....................................................................354
Using Custom Bleeds..................................................................................................355
Using Clip at Bleed Edge............................................................................................355
DejaVu XTensions software (Windows only) .....................................................355
Drop Shadow XTensions software......................................................................356
Guide Manager Pro XTensions software............................................................357
Using the Guides palette.............................................................................................357
Guides palette menu...................................................................................................359
Creating guides with Guide Manager Pro...................................................................359
Creating grids with Guide Manager Pro.....................................................................361
Creating rows and columns.........................................................................................363
Creating bleed and safety guides...............................................................................364
Item Find/Change XTensions software...............................................................366
Item Styles XTensions software..........................................................................368
Using the Item Styles palette......................................................................................368
Creating Item Styles....................................................................................................369
Checking Item Style usage..........................................................................................370
PDF Filter XTensions software...........................................................................371
Importing a PDF file into a picture box.......................................................................371
Scale XTensions software...................................................................................371
Scissors XTensions software...............................................................................373
Script XTensions software..................................................................................374
Box Tools submenu.....................................................................................................374
Grid submenu..............................................................................................................375
Images submenu.........................................................................................................375
Picture Box submenu..................................................................................................375
Saving submenu..........................................................................................................375
Special submenu.........................................................................................................376
Stories submenu..........................................................................................................376
Tables submenu..........................................................................................................376
Typography submenu.................................................................................................376
Shape of Things XTensions software..................................................................377
Using the Starburst tool...............................................................................................377
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Super Step and Repeat XTensions software.......................................................377
Using Super Step and Repeat.....................................................................................377
Table Import XTensions software.......................................................................378
Type Tricks..........................................................................................................379
Make Fraction..............................................................................................................379
Make Price...................................................................................................................379
Word Space Tracking..................................................................................................379
Line Check...................................................................................................................380
Custom Underline.......................................................................................................380
Word 6–2000 Filter.............................................................................................381
Cloner XTensions software.................................................................................381
ImageGrid XTensions software...........................................................................382
Linkster XTensions software...............................................................................384
ShapeMaker XTensions software........................................................................386
ShapeMaker Waves tab...............................................................................................386
ShapeMaker Polygons tab..........................................................................................387
ShapeMaker Spirals tab...............................................................................................389
ShapeMaker Rectangles tab........................................................................................389
ShapeMaker Presets tab..............................................................................................390
Other XTensions modules...................................................................................391
Preferences...................................................................................393
Understanding preferences................................................................................393
Nonmatching Preferences alert...................................................................................393
Changes to QuarkXPress preferences.........................................................................394
What's in the preferences files....................................................................................394
Application preferences......................................................................................395
Preferences — Application — Display........................................................................396
Preferences — Application — Color Theme...............................................................396
Preferences — Application — Input Settings..............................................................397
Preferences — Application — Font Fallback...............................................................398
Preferences — Application — Undo...........................................................................399
Preferences — Application — Open and Save...........................................................399
Preferences — Application — XTensions Manager....................................................399
Preferences — Application — Sharing........................................................................400
Preferences — Application — Fonts...........................................................................400
Preferences — Application — Text Highlighting........................................................400
Preferences — Application — East Asian....................................................................400
Preferences — Application — Dynamic Guides Color................................................401
Preferences — Application — File List........................................................................401
Preferences — Application — Default Path................................................................401
Preferences — Application — Index...........................................................................401
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Preferences — Application — Job Jackets.................................................................402
Preferences — Application — Notes..........................................................................402
Preferences — Application — PDF.............................................................................403
Preferences — Application — Redline........................................................................403
Preferences — Application — Spell-Check.................................................................404
Preferences — Application — Tables..........................................................................404
Preferences — Application — Fraction/Price..............................................................404
Project preferences.............................................................................................405
Preferences — Project — General...............................................................................405
Layout preferences.............................................................................................405
Preferences — Layout — General...............................................................................405
Preferences — Layout — Measurements....................................................................406
Preferences — Layout — Paragraph...........................................................................407
Preferences — Layout — Character............................................................................408
Preferences — Layout — Tools...................................................................................410
Preferences — Layout — Guides and Grid.................................................................411
Preferences — Layout — Grid Cell Fill........................................................................411
Preferences — Layout — Color Manager....................................................................411
Preferences — Layout — Layers..................................................................................412
Legal notices.................................................................................413
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ABOUT THIS GUIDE
About this guide
What we're assuming about you
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.
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.
16 | A GUIDE TO QUARKXPRESS 10.1
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.
ABOUT THIS GUIDE
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®, 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
A GUIDE TO QUARKXPRESS 10.1 | 17
ABOUT THIS GUIDE
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.
18 | A GUIDE TO QUARKXPRESS 10.1
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 USER INTERFACE
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:
Mac OS XWindowsTool
VVItem tool
TTText Content tool
NTText Linking tool
NTText Unlinking tool
RRPicture Content tool
BBRectangle Box tool
BBOval Box tool
BBStarburst tool
BLComposition Zones tool
LPLine tool
PPBézier Pen tool
PPAdd Point tool
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Menus
Mac OS XWindowsTool
PPRemove Point tool
PPConvert Point tool
PPScissors tool
PPSelect Point tool
PPFreehand Drawing tool
GGTable tool
ZZZoom tool
XXPan tool
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 and books.
• 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.
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• 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."
• Mojigumi: Lets you add, edit, and delete Mojigumi sets and classes. For more information,
see "Working with mojigumi sets and classes."
• 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..
• ÚSet 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.
• 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..
• Note: Lets you insert, delete, and navigate between notes. The Notes feature is not part of
the standard installation. To use the Notes feature, you must have the Notes XTension
software installed. For more information, see "Notes."
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.
• Kern (Windows only) : Lets you add or remove all manual kerning applied between
characters, or remove kerning from a kerning pair.
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• 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.
• Character Alignment: Lets you align active characters to the top, center, baseline, or
bottom.
• 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 (Mac OS only) : 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.
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• 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.
• 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.
• Center Picture: Centers the selected picture in its picture box.
• 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.
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• 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.
• 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.
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• 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.
• 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.
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Layout menu
The Layout menu includes commands for working with and navigating to layouts.
• New: Lets you add a new layout.
• 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.
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