Quark QuarkXPress - 10.2 User Manual
A Guide to QuarkXPress 10.2
Contents
About this guide.........................................................................15
What we're assuming about you.....................................................................15
Where to go for help.......................................................................................15
Conventions....................................................................................................16
Technology note..............................................................................................16
The user interface.......................................................................18
Tools................................................................................................................18
Menus..............................................................................................................21
QuarkXPress menu (Mac OS X only).......................................................................21
File menu.................................................................................................................21
Edit menu................................................................................................................22
Style menu...............................................................................................................24
Item menu...............................................................................................................26
Page menu..............................................................................................................28
Layout menu............................................................................................................28
Table menu.............................................................................................................29
View menu...............................................................................................................30
Utilities menu...........................................................................................................31
Window menu.........................................................................................................33
Help menu ..............................................................................................................34
Context menus................................................................................................35
Palettes...........................................................................................................35
Advanced Image Control palette............................................................................36
Callout Styles palette..............................................................................................36
Colors palette..........................................................................................................36
Conditional Styles palette.......................................................................................37
Content palette.......................................................................................................37
Books palette..........................................................................................................37
Glyphs palette.........................................................................................................38
Grid Styles palette...................................................................................................38
Guides palette.........................................................................................................39
HTML5 Palette.........................................................................................................39
Index palette...........................................................................................................39
Item Styles palette...................................................................................................40
Layers palette..........................................................................................................40
Lists palette.............................................................................................................40
Measurements palette.............................................................................................41
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Measurements palette - Mac OS X.........................................................................42
Measurements palette - Windows...........................................................................43
Page Layout palette................................................................................................45
Profile Information palette......................................................................................45
Redline palette........................................................................................................46
Reflow Table of Contents palette............................................................................46
Reflow Tagging palette...........................................................................................46
Scale palette............................................................................................................46
Style Sheets palette.................................................................................................46
Tools palette...........................................................................................................47
Palette groups and palette sets......................................................................47
Layout controls................................................................................................49
Views and view sets........................................................................................49
Splitting a window...................................................................................................49
Creating a window..................................................................................................50
Using Story Editor view...........................................................................................51
View sets..................................................................................................................51
Projects and layouts...................................................................53
Working with projects.....................................................................................53
Options for Print layouts.........................................................................................54
Saving and naming a QuarkXPress project.............................................................55
Exporting layouts and projects................................................................................55
Working with layouts......................................................................................55
Project-level and layout-level resources..................................................................56
Working with guides.......................................................................................57
Column and margin guides.....................................................................................57
Ruler guides............................................................................................................57
Snapping to guides.................................................................................................58
Dynamic Guides......................................................................................................58
Undoing and redoing actions..........................................................................59
Boxes, lines, and tables..............................................................60
Understanding items and content...................................................................60
Understanding handles....................................................................................61
Understanding Bézier shapes..........................................................................62
Working with boxes........................................................................................64
Creating text and picture boxes..............................................................................64
Resizing boxes.........................................................................................................66
Locking box and picture proportions......................................................................66
Reshaping boxes.....................................................................................................67
Adding frames to boxes..........................................................................................67
Applying colors to boxes........................................................................................67
Applying blends to boxes.......................................................................................68
Merging and splitting boxes...................................................................................68
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Adding text and pictures to boxes..........................................................................69
Changing box type..................................................................................................69
Creating a box from a clipping path.......................................................................69
Working with lines...........................................................................................69
Creating lines..........................................................................................................70
Line modes for straight lines...................................................................................70
Resizing lines...........................................................................................................71
Reshaping lines.......................................................................................................71
Controlling line appearance....................................................................................71
Joining lines............................................................................................................72
Joining, extending and closing open paths............................................................72
Manipulating items..........................................................................................72
Selecting items........................................................................................................72
Moving items...........................................................................................................73
Cutting, copying, and pasting items.......................................................................73
Controlling the stacking order of items...................................................................73
Grouping items.......................................................................................................74
Duplicating items....................................................................................................75
Spacing and aligning items ....................................................................................75
Rotating items.........................................................................................................75
Skewing items.........................................................................................................76
Locking and unlocking items...................................................................................76
Anchoring items and groups in text........................................................................76
Working with callouts......................................................................................76
Understanding callouts............................................................................................77
Creating a callout....................................................................................................79
Configuring a callout anchor...................................................................................80
Working with callout styles......................................................................................80
Callouts and runaround...........................................................................................81
Working with tables........................................................................................82
Drawing a table.......................................................................................................82
Converting text to tables........................................................................................83
Importing Excel tables.............................................................................................84
Importing Excel charts.............................................................................................85
Adding text and pictures to tables..........................................................................86
Editing table text ....................................................................................................86
Linking table cells....................................................................................................86
Formatting tables....................................................................................................87
Formatting gridlines................................................................................................87
Inserting and deleting rows and columns...............................................................88
Combining cells.......................................................................................................89
Manually resizing tables, rows, and columns..........................................................89
Converting tables back to text................................................................................89
Working with tables and groups.............................................................................89
Continuing tables in other locations.......................................................................89
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Text and typography..................................................................94
Editing text.....................................................................................................94
Importing and exporting text.........................................................................94
Import/export filters................................................................................................95
Importing and exporting text with Unicode options...............................................96
Finding and changing text...............................................................................96
Special character codes...........................................................................................96
Checking spelling............................................................................................97
Auxiliary dictionaries...............................................................................................99
Counting words and characters.......................................................................99
Applying character attributes.......................................................................100
Applying a font......................................................................................................100
Choosing a font size..............................................................................................101
Applying type styles..............................................................................................101
Applying color, shade, and opacity......................................................................102
Applying horizontal or vertical scale.....................................................................102
Applying baseline shift..........................................................................................103
Applying emphasis................................................................................................103
Controlling half-width characters .........................................................................103
Counting characters..............................................................................................104
Working with font sets...........................................................................................104
Working with grouped characters.........................................................................105
Aligning characters on a line.................................................................................105
Applying multiple character attributes..................................................................107
Applying paragraph attributes......................................................................108
Controlling alignment...........................................................................................108
Controlling indentation.........................................................................................109
Controlling leading...............................................................................................110
Controlling space before and after paragraphs....................................................111
Setting tabs...........................................................................................................111
Controlling widow and orphan lines.....................................................................111
Working with non-breaking character sets............................................................112
Controlling kerning.......................................................................................112
Kerning manually...................................................................................................113
Kerning automatically............................................................................................113
Controlling hyphenation and justification.....................................................113
Specifying hyphenation exceptions......................................................................115
Hyphenation exception files..................................................................................116
Using discretionary hyphens.................................................................................125
Controlling tracking.......................................................................................125
Tracking manually..................................................................................................125
Editing tracking tables...........................................................................................126
Sending ................................................................................................................126
Working with style sheets.............................................................................126
Creating and editing paragraph style sheets........................................................126
Creating and editing character style sheets..........................................................129
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Applying style sheets............................................................................................130
Appending style sheets.........................................................................................131
Working with conditional styles....................................................................131
Creating a conditional style...................................................................................133
Applying a conditional style..................................................................................135
Removing conditional styles..................................................................................136
Using conditional style markers.............................................................................136
Editing a conditional style.....................................................................................137
Bullets and numbering...................................................................................137
Working with bullet styles.....................................................................................138
Working with numbering styles.............................................................................139
Working with outline styles...................................................................................141
Bullets, numbering, outlines, and style sheets......................................................143
Positioning text in text boxes.......................................................................144
Using baseline grid................................................................................................144
Aligning text vertically...........................................................................................144
Specifying text inset..............................................................................................145
Specifying story direction......................................................................................145
Controlling font usage...................................................................................145
Converting text to boxes..............................................................................146
Using text runaround....................................................................................146
Running text around all sides of an item...............................................................146
Running text around lines and text paths..............................................................147
Running text around text boxes ...........................................................................147
Running text around pictures................................................................................147
Fine-tuning a runaround path...............................................................................149
Editing a runaround path......................................................................................149
Working with text paths...............................................................................150
Creating drop caps........................................................................................150
Creating rules above and below paragraphs................................................151
Using anchored boxes...................................................................................151
Anchoring boxes and lines in text.........................................................................151
Cutting, copying, pasting, and deleting anchored boxes and lines.....................152
Unanchoring boxes and lines................................................................................152
Working with OpenType fonts......................................................................152
Applying OpenType styles....................................................................................152
Using ligatures.......................................................................................................155
Working with the Glyphs palette..................................................................156
Displaying invisible characters......................................................................157
Inserting special characters...........................................................................157
Inserting spaces.....................................................................................................157
Inserting other special characters..........................................................................157
Specifying character language......................................................................158
Using font fallback........................................................................................158
Importing and exporting text with Unicode options....................................158
Working with font mapping rules.................................................................158
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Working with design grids............................................................................159
Understanding design grids..................................................................................159
Design grid basics.................................................................................................162
Working with grid styles........................................................................................174
Using design grids.................................................................................................177
Working with rubi text..................................................................................178
Rubi alignment options.........................................................................................180
Mono rubi..............................................................................................................182
Rubi base alignment options.................................................................................183
Rubi overhang options..........................................................................................184
Working with hanging characters.................................................................186
Creating hanging character classes.......................................................................188
Creating hanging character sets ..........................................................................189
Applying hanging character sets...........................................................................190
Working with mojigumi sets and classes.......................................................190
Creating and editing mojigumi character classes.................................................191
Creating and editing mojigumi sets......................................................................191
Applying mojigumi sets.........................................................................................194
Character mapping for legacy projects.........................................................195
Mapping for projects that use UDA/VDA characters............................................195
Mapping for projects that use custom characters.................................................196
Pictures.....................................................................................198
Working with pictures...................................................................................198
Importing a picture................................................................................................198
Moving pictures.....................................................................................................199
Resizing pictures....................................................................................................199
Cropping pictures.................................................................................................199
Rotating and skewing pictures..............................................................................199
Coloring and shading pictures..............................................................................199
Flipping pictures....................................................................................................200
Listing, verifying status of, and updating pictures.................................................200
Specifying background colors for pictures............................................................200
Maintaining picture attributes...............................................................................200
Working with clipping paths.........................................................................201
Creating clipping paths.........................................................................................201
Using embedded clipping paths...........................................................................202
Manipulating clipping paths..................................................................................202
Creating special effects with clipping paths..........................................................203
Working with alpha masks............................................................................203
Working with PSD pictures...........................................................................204
Preparing PSD files................................................................................................205
Working with PSD layers.......................................................................................205
Working with PSD channels...................................................................................206
Working with PSD paths........................................................................................207
Printing with PSD Import.......................................................................................207
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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...................................................210
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
Proofing color on screen (soft proofing)................................................................215
Color management for experts.............................................................................216
Creating a source setup........................................................................................216
Creating an output setup......................................................................................217
Managing profiles.................................................................................................218
Working with drop shadows.........................................................................219
Applying drop shadows........................................................................................219
Customizing drop shadows...................................................................................219
Incorporating drop shadows with items................................................................219
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.........................................................................................226
Updating master pages.........................................................................................226
Master pages and layout families..........................................................................226
Working with layers......................................................................................227
Understanding layers.............................................................................................227
Creating layers......................................................................................................228
Selecting layers.....................................................................................................228
Showing and hiding layers....................................................................................229
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Determining which layer an item is on..................................................................229
Deleting layers......................................................................................................230
Changing layer options.........................................................................................230
Moving items to a different layer..........................................................................231
Copying and pasting items between layers..........................................................231
Changing the stacking order of layers..................................................................232
Layers and text runaround.....................................................................................232
Duplicating layers..................................................................................................233
Merging layers.......................................................................................................233
Locking items on layers.........................................................................................234
Using master pages with layers.............................................................................234
Suppressing printout of layers...............................................................................234
Using PDF layers...................................................................................................235
Working with lists.........................................................................................235
Preparing for lists..................................................................................................235
Creating a list........................................................................................................236
Importing lists from another document................................................................237
Navigating with lists..............................................................................................237
Building lists..........................................................................................................237
Updating lists........................................................................................................238
Working with indexes...................................................................................238
Specifying the index marker color.........................................................................238
Creating index entries...........................................................................................238
Creating cross-references......................................................................................240
Editing an index entry...........................................................................................241
Deleting an index entry.........................................................................................242
Specifying the punctuation used in an index........................................................242
Building an index...................................................................................................243
Editing final indexes..............................................................................................244
Working with books......................................................................................244
Creating books......................................................................................................245
Working with chapters...........................................................................................246
Controlling page numbers....................................................................................247
Synchronizing chapters.........................................................................................248
Printing chapters...................................................................................................250
Generate a PDF from a Book................................................................................250
Creating indexes and tables of contents for books..............................................251
Working with libraries...................................................................................251
Creating libraries...................................................................................................252
Adding library entries............................................................................................252
Retrieving library entries........................................................................................253
Manipulating library entries...................................................................................253
Working with labels...............................................................................................253
Saving libraries......................................................................................................254
Output......................................................................................255
A GUIDE TO QUARKXPRESS 10.2 | ix
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Printing layouts.............................................................................................255
Updating picture paths.........................................................................................255
Setting Print dialog box controls...........................................................................255
Print dialog box.....................................................................................................257
Printing color separations......................................................................................262
Printing color composites......................................................................................263
Exporting layouts..........................................................................................263
Exporting a layout in EPS format...........................................................................264
Exporting a layout in PDF format..........................................................................265
Creating a PostScript file.......................................................................................267
Exporting a layout as an image.............................................................................267
Using Collect for Output...............................................................................267
Working with output styles...........................................................................268
Working with trapping..................................................................................269
Understanding flattening and production issues..........................................269
Collaboration and single-sourcing............................................271
Working with shared content........................................................................271
Sharing and synchronizing content.......................................................................272
Understanding synchronization options................................................................274
Placing a synchronized item..................................................................................274
Placing synchronized content................................................................................275
Importing content into the shared content library................................................275
Working with Composition Zones.................................................................275
Understanding Composition Zones......................................................................275
Creating a Composition Zones item.....................................................................278
Placing a Composition Zones item................................................................280
Managing multiple pages in a placed Composition Zones item..........................280
Editing the attributes of a Composition Zones item.............................................281
Converting a Composition Zones item to a picture..............................................281
Unsynchronizing a Composition Zones item.........................................................282
Editing a composition layout: Content..........................................................282
Editing the contents of a composition layout...............................................282
Unsynchronizing a composition layout..........................................................283
Deleting a composition layout......................................................................283
Notes........................................................................................284
Creating notes...............................................................................................284
Working with notes.......................................................................................285
Opening and closing notes...................................................................................285
Showing and hiding notes.....................................................................................285
Deleting notes.......................................................................................................285
Converting between notes and text......................................................................285
Viewing notes by author, date, name, or color.....................................................285
Moving and resizing notes....................................................................................286
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Printing notes........................................................................................................286
Notes in PDFs........................................................................................................286
Redline......................................................................................287
Tracking changes...........................................................................................287
Viewing tracked changes..............................................................................288
Accepting and rejecting changes..................................................................289
eBooks......................................................................................290
Working with Reflow view............................................................................290
Creating reflow articles.........................................................................................292
Mapping style sheets to Reflow tags....................................................................296
Adding content to a reflow article.........................................................................297
Splitting a reflow component................................................................................297
Reordering components in a reflow article...........................................................297
Editing content in Reflow view..............................................................................297
Updating content in Reflow view..........................................................................301
Adding interactivity to ePub eBooks............................................................302
Adding audio to an ePub eBook...........................................................................302
Adding video to an ePub eBook...........................................................................302
Adding hyperlinks and anchors to an ePub eBook...............................................303
Creating a TOC for ePub or Kindle...............................................................303
Working with eBook metadata.....................................................................304
Exporting for ePub........................................................................................304
Specifying CSS for ePub export............................................................................305
Exporting for Kindle......................................................................................306
Job Jackets...............................................................................308
Understanding Job Jackets...........................................................................308
What are Job Jackets?..........................................................................................309
The structure of Job Jackets.................................................................................309
Sample Job Jackets workflow...............................................................................313
Working with Job Jackets.............................................................................314
Basic mode and Advanced mode.........................................................................314
Creating Job Jackets files.....................................................................................315
Working with Job Tickets..............................................................................319
Creating a Job Ticket template.............................................................................319
Adding a layout definition to a Job Ticket: Advanced mode...............................323
Applying a Job Ticket template to a project.........................................................324
Applying a layout definition to a project...............................................................326
Exporting and importing Job Tickets....................................................................327
The default Job Jackets file...........................................................................328
Editing the default Job Ticket template: File menu..............................................328
Editing the default Job Ticket template: Utilities menu........................................328
Editing the default Job Jackets file.......................................................................329
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Working with Resources: Advanced mode...................................................329
Accessing Resources: Advanced mode.................................................................329
Configuring Resources: Advanced mode..............................................................330
Specifying the location of Resources: Advanced mode........................................331
Working with Layout Specifications..............................................................332
Creating a Layout Specification: Advanced mode................................................332
Applying a Layout Specification to a layout..........................................................333
Working with Rules and Rule Sets.................................................................335
Creating Rules: Advanced mode..........................................................................336
Adding Rules to a Rule Set: Advanced mode.......................................................338
Applying a Rule Set to a layout.............................................................................339
Evaluating a layout........................................................................................341
Job Jackets locking.......................................................................................343
Printing with JDF output...............................................................................344
Working with multiple languages.............................................346
Applying a character language......................................................................346
Changing the program language...................................................................347
XTensions software..................................................................348
Working with XTensions modules.................................................................348
Installing XTensions modules................................................................................348
Enabling and disabling XTensions modules.........................................................348
Working with XTensions sets (Windows only) ......................................................349
Custom Bleeds XTensions software..............................................................349
Using Custom Bleeds............................................................................................350
Using Clip at Bleed Edge......................................................................................350
DejaVu XTensions software (Windows only) ................................................350
Drop Shadow XTensions software................................................................351
Guide Manager Pro XTensions software.......................................................352
Using the Guides palette......................................................................................352
Guides palette menu.............................................................................................353
Creating guides with Guide Manager Pro.............................................................354
Creating grids with Guide Manager Pro...............................................................355
Creating rows and columns...................................................................................357
Creating bleed and safety guides.........................................................................358
Item Find/Change XTensions software.........................................................360
Item Styles XTensions software....................................................................361
Using the Item Styles palette................................................................................361
Creating Item Styles..............................................................................................362
Checking Item Style usage....................................................................................363
PDF Filter XTensions software......................................................................364
Importing a PDF file into a picture box.................................................................364
Scale XTensions software..............................................................................365
Scissors XTensions software.........................................................................366
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Script XTensions software.............................................................................367
Box Tools submenu...............................................................................................367
Grid submenu........................................................................................................368
Images submenu...................................................................................................368
Picture Box submenu............................................................................................368
Saving submenu....................................................................................................368
Special submenu...................................................................................................368
Stories submenu....................................................................................................369
Tables submenu....................................................................................................369
Typography submenu...........................................................................................369
Shape of Things XTensions software............................................................370
Using the Starburst tool........................................................................................370
Super Step and Repeat XTensions software.................................................370
Using Super Step and Repeat...............................................................................370
Table Import XTensions software.................................................................371
Type Tricks....................................................................................................371
Make Fraction........................................................................................................371
Make Price.............................................................................................................372
Word Space Tracking............................................................................................372
Line Check.............................................................................................................373
Custom Underline.................................................................................................373
Word 6–2000 Filter.......................................................................................373
Cloner XTensions software...........................................................................374
ImageGrid XTensions software.....................................................................375
Linkster XTensions software.........................................................................377
ShapeMaker XTensions software..................................................................378
ShapeMaker Waves tab.........................................................................................378
ShapeMaker Polygons tab....................................................................................379
ShapeMaker Spirals tab.........................................................................................380
ShapeMaker Rectangles tab..................................................................................381
ShapeMaker Presets tab........................................................................................382
Other XTensions modules.............................................................................383
Preferences...............................................................................384
Understanding preferences...........................................................................384
Nonmatching Preferences alert.............................................................................384
Changes to QuarkXPress preferences...................................................................385
What's in the preferences files..............................................................................385
Application preferences................................................................................386
Preferences — Application — Display..................................................................386
Preferences — Application — Color Theme.........................................................387
Preferences — Application — Input Settings........................................................388
Preferences — Application — Font Fallback.........................................................389
Preferences — Application — Undo.....................................................................389
Preferences — Application — Open and Save.....................................................390
Preferences — Application — XTensions Manager..............................................390
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Preferences — Application — Sharing..................................................................390
Preferences — Application — Fonts.....................................................................390
Preferences — Application — Text Highlighting..................................................391
Preferences — Application — East Asian..............................................................391
Preferences — Application — Dynamic Guides Color..........................................391
Preferences — Application — File List..................................................................392
Preferences — Application — Default Path..........................................................392
Preferences — Application — Index.....................................................................392
Preferences — Application — Job Jackets...........................................................393
Preferences — Application — Notes....................................................................393
Preferences — Application — PDF.......................................................................393
Preferences — Application — Redline..................................................................394
Preferences — Application — Spell-Check...........................................................394
Preferences — Application — Tables....................................................................395
Preferences — Application — Fraction/Price........................................................395
Project preferences.......................................................................................395
Preferences — Project — General.........................................................................395
Layout preferences.......................................................................................396
Preferences — Layout — General.........................................................................396
Preferences — Layout — Measurements..............................................................397
Preferences — Layout — Paragraph.....................................................................398
Preferences — Layout — Character......................................................................399
Preferences — Layout — Tools.............................................................................400
Preferences — Layout — Guides and Grid...........................................................401
Preferences — Layout — Grid Cell Fill..................................................................401
Preferences — Layout — Color Manager..............................................................402
Preferences — Layout — Layers............................................................................402
Legal notices.............................................................................404
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About this guide
You do not need to read the QuarkXPress® documentation from beginning to end.
Instead, use this guide to quickly look up information, find out what you need to
know, and get on with your work.
What we're assuming about you
In writing this guide, we assume that you are familiar with your computer and know
how to:
• Launch an application
• Open, save, and close files
• Use menus, dialog boxes, and palettes
• Work within a networked computing environment
• Use the mouse, keyboard commands, and modifier keys
Consult the documentation provided with your computer or other resources if you
need more information in any of these areas.
Where to go for help
If you're new to QuarkXPress, or if you want to explore one of its other longstanding
features, consult the following resources:
• A Guide to QuarkXPress
• QuarkXPress Help
• Third-party books
• General books about desktop publishing
If your issues are at the system level — saving files, moving files, activating fonts, for
example — consult the documentation resources provided with your computer.
A GUIDE TO QUARKXPRESS 10.2 | 15
ABOUT THIS GUIDE
Conventions
Formatting conventions highlight information to help you quickly find what you
need.
• Bold type style: The names of all dialog boxes, fields, and other controls are set in bold
type. For example: "Click OK."
• References: In descriptions of features, parenthetical references guide you in accessing
those features. For example: "The Find/Change dialog box (Edit menu) lets you find
and replace text."
• Arrows: You will often see arrows (>), which map out the menu path to a feature. For
example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."
• Icons: Although many tools and buttons are referenced by name, which you can see
by displaying ToolTips, in some cases icons are shown for easy identification. For
example, "Click the button on the Measurements palette to center text."
• Cross-platform issues: This application is quite consistent across operating systems.
However, some labels, buttons, key combinations, and other aspects of the application
must differ between Mac OS® and Windows® because of user interface conventions
or other factors. In such cases, both the Mac OS and Windows versions are presented,
separated by a slash, with the Mac OS version presented first. For example, if the
Mac OS version of a button is labeled Select, and the Windows version is labeled
Browse, you are directed to "Click Select/Browse." More complex cross-platform
differences are mentioned in notes or parenthetical statements.
Technology note
Quark developed QuarkXPress for Mac OS X and Windows to give publishers control
over typography, color, and collaboration. In addition to unique typographic controls,
QuarkXPress offers comprehensive font support, including support for TrueType®,
OpenType®, and Unicode®. Designers can use PANTONE® (the P ANTONE MA TCHING
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® Illust rator®, 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 de velopers
can create custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions
software) also provide a modular approach for meeting your particular publishing
16 | A GUIDE TO QUARKXPRESS 10.2
ABOUT THIS GUIDE
needs. And if you can write AppleScript® scripts, you can use this scripting language
from Apple® to automate many QuarkXPress activities.
A GUIDE TO QUARKXPRESS 10.2 | 17
ABOUT THIS GUIDE
The user interface
Skimming through the QuarkXPress user interface , you will f ind that many comma nds
are familiar or self-explanatory. Once you become familiar with QuarkXPress menus
and dialog boxes, you will discover that keyboard commands and palettes offer
convenient access to features that you can also access through menus.
Tools
The Tools palette
The Tools palette includes the following controls:
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•
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 d raw picture box es and work wi th pictures in b oxes.
•
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.
•
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
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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) horizonta ll y, as well as verti cally.
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
PPRemove Point tool
PPConvert Point tool
PPScissors tool
PPSelect Point tool
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Mac OS XWindowsTool
PPFreehand Drawing tool
GGTable tool
ZZZoom tool
XXPan tool
Menus
The topics below describe the menus and menu items available in QuarkXPress.
QuarkXPress menu (Mac OS X only)
The QuarkXPress menu is a part of QuarkXPress for Mac OS X. This menu contains
the same commands as in the application menu for other Mac OS X applications —
to hide or show QuarkXPress and other applications, to access preferences, and to quit
QuarkXPress. This menu includes the following commands:
• About QuarkXPress: Use this command to display information about QuarkXPress,
such as the version number.
• Edit License Code: Use this command to change the validation code of an installed
copy of QuarkXPress. By changing this code, you can change a Test Drive
version (formerly called "evaluation copy") of QuarkXPress into a fully functional
version, change the languages supported by the user interface, or change QuarkXPress
into a Plus edition.
• Activate QuarkXPress: Use this command to activate QuarkXPress on your computer.
Available only when QuarkXPress is running in demo mode.
• Check for Updates: Use this command to check for updates to QuarkXPress.
• Quark Update Settings: Use this command to configure automatic update settings.
• Preferences: Lets you modify default values and settings. For more information, see
"Preferences."
• Quit QuarkXPress: Use this command to exit the application.
File menu
The File menu enabl es you to manipulate elec tr onic files in a number of w ays, including
the ability to create, open, print, and save. This menu includes the following
commands:
• New: Choose an option from the New submenu to create 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.
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• 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.
• 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."
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• 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."
This feature is considered an East Asian feature and is only available when you have
the East Asian preference enabled (QuarkXPress/Edit ( > Preferences > East Asian).
• 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.
• 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."
This feature is considered an East Asian feature and is only available when you have
the East Asian preference enabled (QuarkXPress/Edit ( > Preferences > East Asian).
• Non-Breaking Character Sets: Lets you add, edit, and delete rules for two-byte character
sets.
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• Kerning Pairs (Mac OS X only): Lets you control kerning for installed fonts.
• Font Tracking Tables (Mac OS X only): Lets you control tracking for installed fonts..
• Set Tool Preferences From Selected (Mac OS X only): Lets you set the tool preferences
to the currently selected box's attributes.
• Restore Tool Preferences To Default (Mac OS X only): Lets you restore the tool
preferences back to the defaults.
• Color Setups: Lets you access and modify setups for Source and Output Setups.
• Program Language (Windows only): Lets you change the language of the user interface.
• Special Characters (Mac OS X only): Lets you add, edit, and delete special character
definitions..
Style menu
The Style menu changes depending on whether a text box, a picture box, or a line is
active.
Style menu for text
The Style menu for text includes commands for specifying character attributes and
paragraph formats. This menu includes the following commands:
• Font: Lets you change the font of selected text.
• Size: Lets you change the size of selected text.
• Type Style: Lets you apply type styles such as bold, italic, and underline to selected
text.
• Color: Lets you change the color of selected text.
• Shade: Lets you set the tint of an applied color.
• Opacity: Lets you control the transparency of selected text.
• Horizontal/Vertical Scale (Windows only): Lets you stretch selected text horizontally
or vertically.
• Kern (Windows only) : Lets you add or remove all manual kerning applied between
characters, or remove kerning from a kerning pair.
• Story Direction: Lets you specify horizontal or vertical story direction for the selected
text box.
• Rubi: Lets you control rubi characters applied to text.
This feature is considered an East Asian feature and is only available when you have
the East Asian preference enabled (QuarkXPress/Edit ( > Preferences > East Asian).
• Group Characters: Lets you place horizontal text in a vertical story.
This feature is considered an East Asian feature and is only available when you have
the East Asian preference enabled (QuarkXPress/Edit ( > Preferences > East Asian).
• Alignment: Lets you align active paragraphs to the left, right, or center. Also lets you
justify or force-justify selected paragraphs.
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• Character Alignment: Lets you align active characters to the top, center, baseline, or
bottom.
• 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.
• 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.
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• 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 i ncludes comman ds for contro lling item attr ibutes, positi ons, groupin g,
sharing, and more.
• Modify (Windows only): Lets you access a comprehensive set of controls such as color,
shade, position, size, frame, runaround, clipping path, and more for an item.
• Frame (Windows only): Lets you specify frame attributes such as width, style, color,
and opacity for an item.
• Runaround (Windows only): Lets you specify whether text runs inside, outside, or
through a picture or its picture box.
• Clipping (Windows only): Lets you select the clipping type for a given item and control
its outset.
• 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.
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• Super Step and Repeat: Lets you duplicate an active item multiple times and specify
scale, rotation, and shading for the duplicates.
• Delete: Lets you delete a selected item and its contents.
• Lock: Lets you prevent accidental changes to items and their contents by locking its
position or content.
• Send & Bring (Mac OS X only): Lets you move an item one level backward in the page
or layer's stacking order, move an item to the back of the page or layer, move an item
to the front of the page or layer, or move an item one level forward in the page or
layer's stacking order.
• Send Backward (Windows only): Moves an item one level backward in the page or
layer's stacking order.
• Send to Back (Windows only): Moves an item to the back of the page or layer.
• Bring Forward (Windows only): Moves an item one level forward in the page or layer's
stacking order.
• Bring to Front (Windows only): Moves an item to the front of the page or layer.
• Group: Lets you combine two or more active items (including lines, boxes, text paths,
tables, and other groups) into a group.
• Ungroup: Performs an Ungroup on the currently selected grouped items.
• Ungroup All: Lets you break a group into its component items or groups.
• Space/Align: Lets you position the selected items evenly with regard to each other or
with regard to the page or spread.
• Constrain: Lets you restrict an item so that it cannot move beyond the boundaries of
the item to which it is constrained.
• Content: Lets you change the content type of an item.
• Shape: Lets you change the shape of an active item.
• Merge: Lets you merge selected items in a number of ways. (Mac OS X : Merge or Split
Paths)
• Split: Lets you split boxes that contain non-overlapping shapes, split boxes that contain
shapes within shapes, or split boxes that contain a border that crosses over itself (such
as a figure eight). (Mac OS X : Merge or Split Paths)
• Point/Segment Type: Lets you change the point or segment type of an item so you
can manipulate points, curve handles, and line segments.
• Convert Text To Boxes: Lets you convert the contents of a selected text box to a Bézier
box.
• Edit: Lets you modify item shape, runaround, or clipping path.
• 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).
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• 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.
• Note: Lets you insert, delete, and navigate between notes. For more information, see
"Notes."
Page menu
The Page menu includes commands f or inserti ng, deleting, and m oving page s; working
with guides, grids, and sections; navigating through pages, and more.
• Insert: Lets you add new pages.
• Delete: Lets you delete pages.
• Move: Lets you move a page to a different location.
• Master Guides and Grid: Lets you modify the placement of page guides and design
grids on master pages.
• Section: Lets you change the numbering system for a layout or a range of pages in a
layout.
• Previous: Navigates to the preceding page.
• Next: Navigates to the following page.
• First: Navigates to the first page.
• Last: Navigates to the last page.
• Go to: Lets you navigate to a particular page.
• Display: Lets you display a page or a master page.
Layout menu
The Layout menu includes commands for working with and navigating to layouts.
• New: Lets you add a new layout.
• 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.
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• 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 command s for add ing rows and colu mns to ta bles, modifying
table attributes, converting tables, and more.
• Insert: Lets you add a row or column to a table.
• Select: Lets you select a pattern of rows and columns or other table elements. This
makes it easy to apply alternating formatting — such as shading every other row.
• Delete: Lets you delete a selection from the table.
• Combine Cells: Lets you combine a rectangular selection of adjacent table cells —
including entire rows or columns — into a single cell.
• Table Break: Lets you continue a table in another location. The table break is the
maximum size the table can reach before it splits into two linked tables.
• Make Separate Tables: Lets you sever the link between continued tables so each table
becomes completely separate. This prevents changes to one portion of the table from
affecting all the continued tables.
• Repeat As Header: Lets you specify a header row to repeat automatically in continued
instances of a table.
• Repeat As Footer: Lets you specify a footer row to repeat automatically in continued
instances of a table.
• Convert Text to Table: Lets you convert text that has already been imported or typed
into a text box to a table. This works best with text that is delimited in some way to
indicate how to divide the information into columns and rows.
• Convert Table: Lets you convert the information in a table to text or to a group of
related boxes. You might convert a table for easy exporting of the current data or to
save a document containing features that are not supported in earlier versions of
QuarkXPress.
• Table Direction: Lets you specify horizontal or vertical orientation for a table.
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• Link Text Cells: Lets you link table cells to each other just as text boxes and text paths
can be linked. Text that is typed, imported, or pasted into a linked cell fills the first
text cell, and then flows on to each subsequent linked cell.
• Maintain Geometry: Lets you prevent the width and height of a table from changing
when you insert or delete rows or columns.
View menu
The View menu provides options for viewing your document and specifying what
you see on screen when the menu item is checked. This menu includes the following
commands:
• Fit in Window: Automatically scales the view to fit (and center) an entire page in the
layout window.
• 50%: Scales the layout view to 50%.
• 75%: Scales the layout view to 75%.
• Actual Size: Scales the layout view to 100%.
• 200%: Scales the layout view to 200%.
• Thumbnails: Displays small representations of each page that you can rearrange and
copy between projects.
• Enter Full Screen (Mac OS X only): Lets you switch to full screen mode.
• Dynamic Guides: Displays nonprinting lines that appear when you create or
manipulate item on pages. They help you align, edit, and transform items relative to
other items on the page by displaying location and measurement values. Displays a
submenu allowing you to turn Dynamic Guides on and off and specify the type of
dynamic guides and feedback that appear (such as Align to Center of Item, Align to
Edges of Item, Align to Center of Page, Show Equal Dimensions, Show Equal
Spacing, and Show Measurements for Dimensions/Spacing). Unlike Guides, which
are document settings, displaying Dynamic Guides are application specific settings.
• Guides: Displays nonprinting lines used to position items on pages, including margin
guides, the outlines of boxes, the "X" pattern in empty picture boxes, and ruler guides.
• Hide Selection: Allows you to put QuarkXPress into a mode where selections are not
indicated visually in the document (no text highlighting, no handles), but the selection
is still honored by QuarkXPress.
• Page Grids: Displays nonprinting gridlines defined for the master page on which the
active layout page is based.
• Text Box Grids: Displays nonprinting gridlines applied to text boxes.
• Snap to Guides: Lets you quickly align items with guides so items will snap to the
nearest guide.
• Snap to Page Grids: Lets you quickly align items with page grids so items will snap
to the nearest guide.
• Rulers: Displays rulers, which you can use to position items and guides, along the top
and left edges or top and right edges of the layout window.
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