Quark QuarkXPress - 2016 User Manual

A Guide to QuarkXPress
2016

Contents

About this guide.........................................................................16

What we're assuming about you.....................................................................16

Where to go for help.......................................................................................16

Conventions....................................................................................................16

Technology note..............................................................................................17

The user interface.......................................................................19

Tools................................................................................................................19

Scissors XTensions software....................................................................................22

Shape of Things XTensions software.......................................................................22

Menus..............................................................................................................23

QuarkXPress menu (Mac OS X only).......................................................................23

File menu.................................................................................................................23

Edit menu................................................................................................................24

Style menu...............................................................................................................26

Item menu...............................................................................................................29

Page menu..............................................................................................................31

Layout menu............................................................................................................31

Table menu.............................................................................................................32

View menu...............................................................................................................33

Utilities menu...........................................................................................................34

Window menu.........................................................................................................36

Help menu ..............................................................................................................38

Context menus................................................................................................38

Palettes...........................................................................................................38

Advanced Image Control palette............................................................................39

Books palette..........................................................................................................39

Callout Styles palette..............................................................................................40

Colors palette..........................................................................................................40

Color Blends palette...............................................................................................40

Conditional Styles palette.......................................................................................41

Content palette.......................................................................................................41

Content Variables palette.......................................................................................41

Footnote Styles palette...........................................................................................42

Glyphs palette.........................................................................................................43

Grid Styles palette...................................................................................................43

Guides palette.........................................................................................................44

HTML5 Palette.........................................................................................................44

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Hyperlinks palette...................................................................................................44

Index palette...........................................................................................................45

Item Styles palette...................................................................................................45

Layers palette..........................................................................................................45

Lists palette.............................................................................................................46

Measurements palette.............................................................................................46

Measurements palette - Mac OS X.........................................................................47

Measurements palette - Windows...........................................................................49

Page Layout palette................................................................................................50

Profile Information palette......................................................................................50

Redline palette........................................................................................................51

Reflow Tagging palette...........................................................................................51

Scale palette............................................................................................................51

Style Sheets palette.................................................................................................51

Table Styles palette.................................................................................................52

Tools palette...........................................................................................................52

Palette groups and palette sets..............................................................................52

Layout controls................................................................................................54

Views and view sets........................................................................................54

Splitting a window...................................................................................................55

Creating a window..................................................................................................55

Using Story Editor view...........................................................................................56

View sets..................................................................................................................56

Projects and layouts...................................................................58

Working with projects.....................................................................................58

Options for Print layouts.........................................................................................59

Saving and naming a QuarkXPress project.............................................................60

Exporting layouts and projects................................................................................60

Custom page size....................................................................................................60

Working with layouts......................................................................................62

Project-level and layout-level resources..................................................................63

Working with guides.......................................................................................63

Column and margin guides.....................................................................................64

Ruler guides............................................................................................................64

Snapping to guides.................................................................................................65

Dynamic Guides......................................................................................................65

Undoing and redoing actions..........................................................................66

Native QuarkXPress objects......................................................67

Convert existing item to a native QuarkXPress object...................................67

Import an object as a native QuarkXPress object...........................................68

Content variables.......................................................................70

Edit content variables.....................................................................................71

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Create a custom content variable...................................................................72

Insert a content variable.................................................................................74

Boxes, lines, and tables..............................................................75

Understanding items and content...................................................................75

Understanding handles....................................................................................76

Understanding Bézier shapes..........................................................................77

Drop Shadow XTensions software..................................................................80

Item Find/Change XTensions software...........................................................81

Working with boxes........................................................................................82

Creating text and picture boxes..............................................................................82

Resizing boxes.........................................................................................................84

Locking box and picture proportions......................................................................84

Reshaping boxes.....................................................................................................85

Adding frames to boxes..........................................................................................85

Applying colors to boxes........................................................................................85

Applying blends to boxes.......................................................................................86

Merging and splitting boxes...................................................................................86

Adding text and pictures to boxes..........................................................................87

Changing box type..................................................................................................87

Creating a box from a clipping path.......................................................................87

Super Step and Repeat XTensions software...........................................................87

ShapeMaker XTensions software............................................................................88

Working with lines...........................................................................................93

Creating lines..........................................................................................................93

Line modes for orthogonal lines.............................................................................93

Resizing lines...........................................................................................................94

Reshaping lines.......................................................................................................94

Controlling line appearance....................................................................................94

Joining lines............................................................................................................95

Joining, extending and closing open paths............................................................95

Manipulating items..........................................................................................95

Selecting items........................................................................................................95

Moving items...........................................................................................................96

Cutting, copying, and pasting items.......................................................................96

Controlling the stacking order of items...................................................................96

Grouping items.......................................................................................................97

Duplicating items....................................................................................................98

Spacing and aligning items ....................................................................................98

Rotating items.........................................................................................................98

Skewing items.........................................................................................................99

Locking and unlocking items...................................................................................99

Anchoring items and groups in text........................................................................99

Working with callouts....................................................................................100

Understanding callouts..........................................................................................100

Creating a callout..................................................................................................102

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Configuring a callout anchor.................................................................................103

Working with callout styles....................................................................................103

Callouts and runaround.........................................................................................104

Working with tables......................................................................................105

Drawing a table.....................................................................................................105

Converting text to tables......................................................................................106

Importing Excel tables...........................................................................................107

Importing Excel charts...........................................................................................109

Inline tables...........................................................................................................109

Table styles............................................................................................................110

Adding text and pictures to tables........................................................................111

Editing table text ..................................................................................................111

Linking table cells..................................................................................................112

Formatting tables..................................................................................................113

Formatting gridlines..............................................................................................113

Inserting and deleting rows and columns.............................................................114

Combining cells.....................................................................................................115

Manually resizing tables, rows, and columns........................................................115

Converting tables back to text..............................................................................115

Working with tables and groups...........................................................................115

Continuing tables in other locations.....................................................................115

Table Import XTensions software..........................................................................119

Text and typography................................................................121

Editing text...................................................................................................121

Fit Box to Text feature...........................................................................................121

Importing and exporting text.......................................................................122

Importing and exporting text with Unicode options.............................................123

Finding and changing text.............................................................................123

Special character codes.........................................................................................125

Working with footnotes and endnotes.........................................................126

Inserting footnotes and endnotes.........................................................................126

Footnote/Endnote styles.......................................................................................127

Footnote separators..............................................................................................130

Checking spelling..........................................................................................132

Auxiliary dictionaries.............................................................................................133

Counting words and characters.....................................................................134

Applying character attributes.......................................................................135

Applying a font......................................................................................................135

Choosing a font size..............................................................................................136

Applying type styles..............................................................................................136

Applying color, shade, and opacity......................................................................137

Applying horizontal or vertical scale.....................................................................137

Applying baseline shift..........................................................................................138

Applying emphasis................................................................................................138

Controlling half-width characters .........................................................................138

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Counting characters..............................................................................................139

Working with font sets...........................................................................................139

Working with grouped characters.........................................................................140

Aligning characters on a line.................................................................................140

Applying multiple character attributes..................................................................142

Applying paragraph attributes......................................................................143

Controlling alignment...........................................................................................143

Controlling indentation.........................................................................................144

Controlling leading...............................................................................................145

Controlling space before and after paragraphs....................................................146

Setting tabs...........................................................................................................146

Controlling widow and orphan lines.....................................................................146

Working with non-breaking character sets............................................................147

Format painter..............................................................................................148

Controlling kerning.......................................................................................148

Kerning manually...................................................................................................148

Kerning automatically............................................................................................149

Controlling hyphenation and justification.....................................................149

Specifying hyphenation exceptions......................................................................151

Hyphenation exception files..................................................................................152

Using discretionary hyphens.................................................................................160

Controlling tracking.......................................................................................161

Tracking manually..................................................................................................161

Editing tracking tables...........................................................................................161

Sending ................................................................................................................162

Working with style sheets.............................................................................162

Creating and editing paragraph style sheets........................................................162

Creating and editing character style sheets..........................................................165

Applying style sheets............................................................................................167

Appending style sheets.........................................................................................168

Working with conditional styles....................................................................168

Creating a conditional style...................................................................................170

Applying a conditional style..................................................................................172

Removing conditional styles..................................................................................173

Using conditional style markers.............................................................................173

Editing a conditional style.....................................................................................174

Bullets and numbering...................................................................................174

Working with bullet styles.....................................................................................175

Working with numbering styles.............................................................................176

Working with outline styles...................................................................................178

Bullets, numbering, outlines, and style sheets......................................................180

Positioning text in text boxes.......................................................................181

Using baseline grid................................................................................................181

Aligning text vertically...........................................................................................181

Specifying text inset..............................................................................................182

Specifying story direction......................................................................................182

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Controlling font usage...................................................................................183

Converting text to boxes..............................................................................183

Using text runaround....................................................................................183

Running text around all sides of an item...............................................................184

Running text around lines and text paths..............................................................184

Running text around text boxes ...........................................................................184

Running text around pictures................................................................................185

Fine-tuning a runaround path...............................................................................186

Editing a runaround path......................................................................................186

Working with text paths...............................................................................187

Creating drop caps........................................................................................188

Creating rules above and below paragraphs................................................188

Using anchored boxes...................................................................................188

Anchoring boxes and lines in text.........................................................................188

Cutting, copying, pasting, and deleting anchored boxes and lines.....................189

Unanchoring boxes and lines................................................................................189

Working with OpenType fonts......................................................................189

Applying OpenType styles....................................................................................190

Using ligatures.......................................................................................................192

Working with OpenType stylistic sets...................................................................193

Working with the Glyphs palette..................................................................196

Displaying invisible characters......................................................................197

Inserting special characters...........................................................................197

Inserting spaces.....................................................................................................197

Inserting other special characters..........................................................................197

Specifying character language......................................................................197

Using font fallback........................................................................................198

Working with font mapping rules.................................................................198

Working with design grids............................................................................199

Understanding design grids..................................................................................199

Design grid basics.................................................................................................202

Working with grid styles........................................................................................213

Using design grids.................................................................................................216

Working with rubi text..................................................................................217

Rubi alignment options.........................................................................................219

Mono rubi..............................................................................................................221

Rubi base alignment options.................................................................................222

Rubi overhang options..........................................................................................223

Working with hanging characters.................................................................225

Creating hanging character classes.......................................................................227

Creating hanging character sets ..........................................................................228

Applying hanging character sets...........................................................................229

Working with Mojigumi sets and classes.......................................................229

Creating and editing Mojigumi character classes.................................................230

Creating and editing Mojigumi sets......................................................................230

Applying Mojigumi sets........................................................................................233

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Character mapping for legacy projects.........................................................234

Mapping for projects that use UDA/VDA characters............................................234

Mapping for projects that use custom characters.................................................235

Type Tricks....................................................................................................236

Make Fraction........................................................................................................236

Make Price.............................................................................................................236

Word Space Tracking............................................................................................237

Line Check.............................................................................................................237

Custom Underline.................................................................................................238

Hyperlinks.....................................................................................................239

Creating a destination...........................................................................................240

Creating an anchor................................................................................................241

Creating a hyperlink using an existing destination...............................................241

Creating a hyperlink from scratch.........................................................................242

Showing links in the Hyperlinks palette.................................................................242

Formatting hyperlinks............................................................................................242

Editing and deleting destinations.........................................................................243

Editing and deleting anchors................................................................................243

Editing and deleting hyperlinks............................................................................243

Navigating using the Hyperlinks palette...............................................................243

Pictures.....................................................................................244

Working with pictures...................................................................................244

Importing a picture................................................................................................244

Moving pictures.....................................................................................................245

Resizing pictures....................................................................................................245

Cropping pictures.................................................................................................245

Rotating and skewing pictures..............................................................................245

Coloring and shading pictures..............................................................................245

Flipping pictures....................................................................................................246

Listing, verifying status of, and updating pictures.................................................246

Specifying background colors for pictures............................................................246

Maintaining picture attributes...............................................................................246

Working with clipping paths.........................................................................247

Creating clipping paths.........................................................................................247

Using embedded clipping paths...........................................................................248

Manipulating clipping paths..................................................................................248

Creating special effects with clipping paths..........................................................249

Working with alpha masks............................................................................249

Working with PSD pictures...........................................................................250

Preparing PSD files................................................................................................251

Working with PSD layers.......................................................................................251

Working with PSD channels...................................................................................252

Working with PSD paths........................................................................................253

Printing with PSD Import.......................................................................................253

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Cross references.......................................................................254

Inserting a cross reference............................................................................254

Synchronizing cross references.....................................................................256

Color, opacity, and drop shadows............................................257

Working with colors......................................................................................257

The Colors palette.................................................................................................257

The Colors dialog box...........................................................................................258

Creating a color.....................................................................................................258

Creating multi-color blends...................................................................................259

Editing a color.......................................................................................................261

Duplicating a color................................................................................................261

Deleting a color.....................................................................................................262

Adding colors using the color picker tool.............................................................262

Importing colors from another article or project...................................................263

Changing all instances of one color to another color...........................................263

Applying color and shade.....................................................................................263

Applying color and shade to text..........................................................................263

Applying color and shade to lines.........................................................................264

Working with opacity....................................................................................264

Specifying opacity.................................................................................................264

Specifying opacity for groups...............................................................................264

Creating blends with transparency........................................................................265

Color management........................................................................................265

Source setups and output setups..........................................................................265

The color management experience for users........................................................265

Working with source setups and output setups from a color expert....................266

Working in a legacy color management environment..........................................267

Proofing color on screen (soft proofing)................................................................267

Color management for experts.............................................................................268

Creating a source setup........................................................................................268

Creating an output setup......................................................................................269

Managing profiles.................................................................................................270

Working with drop shadows.........................................................................271

Applying drop shadows........................................................................................271

Customizing drop shadows...................................................................................272

Incorporating drop shadows with items................................................................272

Custom Bleeds..........................................................................273

Using Custom Bleeds.....................................................................................273

Using Clip at Bleed Edge...............................................................................274

DejaVu XTensions software (Windows only) ...........................275

Document construction............................................................276

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Using automatic page numbering.................................................................276

Creating an automatic text box....................................................................276

Working with master pages..........................................................................277

Creating a master page.........................................................................................277

Applying master pages.........................................................................................281

Updating master pages.........................................................................................281

Master pages and layout families..........................................................................282

Working with layers......................................................................................282

Understanding layers.............................................................................................283

Creating layers......................................................................................................283

Selecting layers.....................................................................................................283

Showing and hiding layers....................................................................................284

Determining which layer an item is on..................................................................285

Deleting layers......................................................................................................285

Changing layer options.........................................................................................285

Moving items to a different layer..........................................................................286

Copying and pasting items between layers..........................................................286

Changing the stacking order of layers..................................................................287

Layers and text runaround.....................................................................................287

Duplicating layers..................................................................................................288

Merging layers.......................................................................................................288

Locking items on layers.........................................................................................289

Using master pages with layers.............................................................................289

Suppressing printout of layers...............................................................................289

Using PDF layers...................................................................................................290

Working with lists.........................................................................................290

Preparing for lists..................................................................................................290

Creating a list........................................................................................................291

Importing lists from another document................................................................292

Navigating with lists..............................................................................................292

Building lists..........................................................................................................292

Updating lists........................................................................................................293

Working with indexes...................................................................................293

Specifying the index marker color.........................................................................293

Creating index entries...........................................................................................293

Creating cross-references......................................................................................295

Editing an index entry...........................................................................................296

Deleting an index entry.........................................................................................297

Specifying the punctuation used in an index........................................................297

Building an index...................................................................................................298

Editing final indexes..............................................................................................299

Working with books......................................................................................299

Creating books......................................................................................................300

Working with chapters...........................................................................................301

Controlling page numbers....................................................................................302

Synchronizing chapters.........................................................................................303

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Printing chapters...................................................................................................305

Generate a PDF from a Book................................................................................305

Creating indexes and tables of contents for books..............................................306

Working with libraries...................................................................................306

Creating libraries...................................................................................................307

Adding library entries............................................................................................308

Retrieving library entries........................................................................................308

Manipulating library entries...................................................................................308

Working with labels...............................................................................................308

Saving libraries......................................................................................................309

Guide Manager Pro XTensions software.......................................................309

Using the Guides palette......................................................................................310

Guides palette menu.............................................................................................311

Creating guides with Guide Manager Pro.............................................................312

Creating grids with Guide Manager Pro...............................................................313

Creating rows and columns...................................................................................315

Creating bleed and safety guides.........................................................................316

Scale XTensions software..............................................................................318

Cloner XTensions software...........................................................................320

ImageGrid XTensions software.....................................................................321

Linkster XTensions software.........................................................................323

Output......................................................................................325

Printing layouts.............................................................................................325

Updating picture paths.........................................................................................325

Setting Print dialog box controls...........................................................................325

Print dialog box.....................................................................................................327

Printing color separations......................................................................................332

Printing color composites......................................................................................333

Exporting layouts..........................................................................................334

Exporting a layout in EPS format...........................................................................334

Exporting a layout in PDF format..........................................................................335

Creating a PostScript file.......................................................................................337

Exporting a layout as an image.............................................................................337

Using Collect for Output...............................................................................337

Working with output styles...........................................................................339

App Studio output styles.......................................................................................339

Working with trapping..................................................................................341

Understanding flattening and production issues..........................................341

PDF Filter XTensions software......................................................................341

Importing a PDF file into a picture box.................................................................341

Collaboration and single-sourcing............................................343

Working with shared content........................................................................343

Sharing and synchronizing content.......................................................................344

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Understanding synchronization options................................................................346

Placing a synchronized item..................................................................................347

Placing synchronized content................................................................................347

Importing content into the shared content library................................................347

Working with Composition Zones.................................................................347

Understanding Composition Zones......................................................................347

Creating a Composition Zones item.....................................................................350

Placing a Composition Zones item................................................................352

Managing multiple pages in a placed Composition Zones item..........................353

Editing the attributes of a Composition Zones item.............................................354

Converting a Composition Zones item to a picture..............................................354

Unsynchronizing a Composition Zones item.........................................................355

Editing a composition layout: Content..........................................................355

Editing the contents of a composition layout...............................................355

Unsynchronizing a composition layout..........................................................356

Deleting a composition layout......................................................................356

Notes........................................................................................357

Creating notes...............................................................................................357

Working with notes.......................................................................................358

Opening and closing notes...................................................................................358

Showing and hiding notes.....................................................................................358

Deleting notes.......................................................................................................358

Converting between notes and text......................................................................358

Viewing notes by author, date, name, or color.....................................................358

Moving and resizing notes....................................................................................359

Printing notes........................................................................................................359

Notes in PDFs........................................................................................................359

Redline......................................................................................360

Tracking changes...........................................................................................360

Viewing tracked changes..............................................................................361

Accepting and rejecting changes..................................................................362

Job Jackets...............................................................................363

Understanding Job Jackets...........................................................................363

What are Job Jackets?..........................................................................................364

The structure of Job Jackets.................................................................................364

Sample Job Jackets workflow...............................................................................368

Working with Job Jackets.............................................................................369

Basic mode and Advanced mode.........................................................................369

Creating Job Jackets files.....................................................................................370

Working with Job Tickets..............................................................................374

Creating a Job Ticket template.............................................................................374

Adding a layout definition to a Job Ticket: Advanced mode...............................378

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Applying a Job Ticket template to a project.........................................................379

Applying a layout definition to a project...............................................................382

Exporting and importing Job Tickets....................................................................382

The default Job Jackets file...........................................................................383

Editing the default Job Ticket template: File menu..............................................383

Editing the default Job Ticket template: Utilities menu........................................383

Editing the default Job Jackets file.......................................................................384

Working with Resources: Advanced mode...................................................384

Accessing Resources: Advanced mode.................................................................384

Configuring Resources: Advanced mode..............................................................385

Specifying the location of Resources: Advanced mode........................................386

Working with Layout Specifications..............................................................387

Creating a Layout Specification: Advanced mode................................................387

Applying a Layout Specification to a layout..........................................................388

Working with Rules and Rule Sets.................................................................390

Creating Rules: Advanced mode..........................................................................391

Adding Rules to a Rule Set: Advanced mode.......................................................393

Applying a Rule Set to a layout.............................................................................394

Evaluating a layout........................................................................................395

Job Jackets locking.......................................................................................397

Printing with JDF output...............................................................................398

Working with multiple languages.............................................400

Applying a character language......................................................................400

Changing the program language...................................................................401

XTensions software..................................................................402

Working with XTensions modules.................................................................402

Installing XTensions modules................................................................................402

Enabling and disabling XTensions modules.........................................................402

Working with XTensions sets (Windows only) ......................................................403

Item Styles XTensions software....................................................................403

Using the Item Styles palette................................................................................403

Creating Item Styles..............................................................................................404

Checking Item Style usage....................................................................................405

Script XTensions software.............................................................................406

Box Tools submenu...............................................................................................407

Grid submenu........................................................................................................407

Images submenu...................................................................................................407

Picture Box submenu............................................................................................407

Saving submenu....................................................................................................407

Special submenu...................................................................................................408

Stories submenu....................................................................................................408

Tables submenu....................................................................................................408

Typography submenu...........................................................................................408

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Word Filter....................................................................................................409

Other XTensions modules.............................................................................409

Preferences...............................................................................411

Understanding preferences...........................................................................411

Nonmatching Preferences alert.............................................................................411

Changes to QuarkXPress preferences...................................................................412

What's in the preferences files..............................................................................412

Application preferences................................................................................413

Preferences — Application — Display..................................................................414

Preferences — Application — Color Theme.........................................................414

Preferences — Application — Key Shortcuts........................................................415

Preferences — Application — Input Settings........................................................415

Preferences — Application — Font Fallback.........................................................416

Preferences — Application — Undo.....................................................................417

Preferences — Application — Open and Save.....................................................417

Preferences — Application — XTensions Manager..............................................418

Preferences — Application — Sharing..................................................................418

Preferences — Application — Fonts.....................................................................418

Preferences — Application — Text Highlighting..................................................418

Preferences — Application — East Asian..............................................................419

Preferences — Application — Dynamic Guides Color..........................................419

Preferences — Application — File List..................................................................419

Preferences — Application — Default Path..........................................................419

Preferences — Application — Index.....................................................................419

Preferences — Application — Job Jackets...........................................................420

Preferences — Application — Notes....................................................................420

Preferences — Application — PDF.......................................................................421

Preferences — Application — Redline..................................................................421

Preferences — Application — Spell-Check...........................................................422

Preferences — Application — Tables....................................................................422

Preferences — Application — Fraction/Price........................................................422

Project preferences.......................................................................................423

Preferences — Project — General.........................................................................423

Layout preferences.......................................................................................423

Preferences — Layout — General.........................................................................423

Preferences — Layout — Measurements..............................................................424

Preferences — Layout — Paragraph.....................................................................425

Preferences — Layout — Character......................................................................426

Preferences — Layout — Tools.............................................................................428

Preferences — Layout — Guides and Grid...........................................................428

Preferences — Layout — Grid Cell Fill..................................................................429

Preferences — Layout — Color Manager..............................................................429

Preferences — Layout — Layers............................................................................430

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Legal notices.............................................................................431

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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:

• 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.

Conventions

Formatting conventions highlight information to help you quickly find what you

need.

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• 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 Wi ndows® becaus e of user in terface

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 PANT ONE MA TCH ING

SYSTEM®), Hexachrome®, Trumatch®, Focoltone®, DIC®, and Toyo to add color to

page layouts.

QuarkXPress acts as a hub for collaborative publishing environments because it allows

you to import and export content in multiple file formats, and to share design

components with other users. You can import files from applications such as Microsoft®

Word, Microsoft Excel®, Adobe® Illustrator®, and Adobe Photoshop®. QuarkXPress

supports copy paste of content from external applications, and allows the user to

convert the imported vector picture data to Native Objects. You can output content

as PostScript® or in PDF format for Adobe Acrobat® Reader®. QuarkXPress supports

export of digital output in ePub, Kindle format, and HTML5 Publications. The ePub

file is compatible with all prominent ePub Readers and Google Chrome. The Kindle

file is compatible with Kindle devices.You can also export files that can be viewed

using Internet Explorer®, Safari®, Google Chrome®, and Firefox®. 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 t echnology, t hird-party dev elopers

can create custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions

software) also provide a modular approach for meeting your particular publishing

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ABOUT THIS GUIDE

needs. And if you can write AppleScript® scripts, you can use this scripting language

from Apple® to automate many QuarkXPress activities.

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The user interface

Skimming through the QuarkXPress user i nterface, you will find that m any comman ds

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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THE USER INTERFACE

•

Use the Item tool to select, move, resize, and reshape items (boxes, lines, text

paths, and groups). When the Item tool is not selected, you can press

Command/Ctrl to temporarily access the Item tool.

•

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

•

Use the Text Linking tool to link text boxes.

•

Use the Text Unlinking tool to unlink text boxes.

•

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

boxes.

•

Use the Rectangle Box tool to create a rectangular box. To draw a square box,

press and hold Shift while drawing.

•

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

hold Shift while drawing.

•

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

•

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

•

Use the Line tool to create straight diagonal lines of any angle. To constrain a

line angle to 45 degrees, press and hold Shift while drawing.

•

Use the Orthogonal Line tool to create orthogonal lines.

•

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.

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You can use key commands to declare the box content type as you draw using the

Rectangle Box tool: Press R while drawing to declare Picture content or press T while

drawing to declare Text content. To change the content type of an existing box,

right-click on the box and choose Content > Text, Picture or None

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

"Creating Bézier lines."

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

drag.

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

or path.

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

item."

Users can display the Tools pale tte (Windows menu) horizont ally, as well as vert ically.

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

LPOrthogonal Line tool

PPBézier Pen tool

PPAdd Point tool

PPRemove Point tool

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Mac OS XWindowsTool

PPConvert Point tool

PPScissors tool

PPSelect Point tool

PPFreehand Drawing tool

GGTable tool

ZZZoom tool

XXPan tool

Scissors XTensions software

Scissors XTensions software adds the Scissors tool to the Tools palette. You can use

the Scissors tool to cut the outline of a box and turn it into a line, or to cut a line or

text path into two.

When the Scissors XTensions software is loaded, the Scissors tool displays in the

QuarkXPress Tools palette. To use the Scissors tool:

1

Select the Scissors tool .

• When a picture box is cut, it is converted to a Bézier line. As a result, the contents

of the box are not retained after the cut is made.

• When a text box is cut, it is converted to a text path.

• When a text path is cut, it is converted into two linked text paths.

2

Select the Select Point tool and click and drag the point to adjust it.

Shape of Things XTensions software

Shape of Things XTensions software adds the Starburst tool to QuarkXPress. You can

use this tool to quickly and easily create star-shaped boxes.

Using the Starburst tool

You can create a star-shaped picture box in two ways.

1 Select the Starburst tool , and then click and drag.

2 To define specific attributes as you create the star burst box, select the Starburst tool,

and then position the crosshair pointer where you want the star-shaped box and

click once. When the Starburst dialog box displays, enter values for the following

fields, and then click OK:

• Star Width

• Star Height

• Number of Spikes

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• Spike Depth: Enter the desired distance from the tip of the spike to the base of

the spike as a percentage.

• Random Spikes: Enter a value between 0 and 100, where 0 is no randomness

applied and 100 is full randomness applied.

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 (Mac OS X only, on Windows, a list of the recently opened files are

displayed at the end of the File menu.): Use this option to open a project from a list

of recently opened files.

• Close: Use this option to close the active project.

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

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• 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. Collect for output can be performed on all layouts in

the project.

• 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 as Native Objects: To convert the item to be pasted to a native QuarkXPress

object.

• 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."

• Footnote Styles: Lets you add, edit, and delete footnote styles. For more

information, see "Working with footnotes and endnotes."

• Underline Styles: Lets you access and modify underline styles.

• Hyperlinks: Lets you add, edit, and delete hyperlinks including URLs, anchors,

and page links.

• Hanging Characters: Lets you add, edit, and delete custom hanging character

definitions. For more information, see "Working with hanging characters."

• Lists: Lets you add, edit, and delete list definitions. The Lists feature is a tool for

automatically generating tables of contents and other types of listed content. For

more information, see "Working with lists."

• H&Js: Lets you add, edit, and delete H&J (hyphenation and justification)

definitions. H&Js let you control how text breaks. For more information, see

"Controlling hyphenation and justification."

• Grid Styles: Lets you add, edit, and delete patterns of non-printing design grids

that you can apply to text components. For more information, see "Working with

design grids."

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

• Font Sets: Lets you add, edit, and delete custom scaling, sizing, and direction for

specific fonts.

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).

• 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."

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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.

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).

• 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.

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. The Type Style sub menu also contains Underline Styles, Make Fraction,

Make Price and Remove Custom Underline (on Mac OS X).

• 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.

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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).

• 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.

• Character Alignment: Lets you align active characters to the top, center, baseline,

or bottom.

In East Asian configuration, the options are: ICF Box Top, ICF Box Bottom,

Embox Top, Embox Center, Embox Bottom and Roman Baseline . These let

you align the small characters in a line to the ICF specified by the large characters.

In vertical text frames, ICF Top/Right aligns the text to the right of the ICF, and

ICF Bottom/Left aligns the text to the left of the ICF.

• 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.

• Footnotes/Endnotes: Lets you view, add and edit footnotes and endnotes.

• Footnote Separator Style: Lets you apply a different footnote separator style.

• 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.

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• 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.

• Cross Reference: Lets you insert and synchronize cross references.

• 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.

• 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.

• Convert to Native Objects: Convert the existing item to a native QuarkXPress

object.

• 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:

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• 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.

• 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.

• Fit Box to Text: Reduces or enlarges the text box to fit the size of the text it

contains.

• 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.

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• 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.

• Insert Inline Table: Lets you insert an inline table.

• 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.

• Unconstrain: Removes any constrains applied to the item.

• 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).

• 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.

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• Digital Publishing: Lets you configure items for digital publishing in ePub, Kindle,

App Studio and HTML5 Publication output formats. For more information, see

Digital Publishing with QuarkXPress.

• 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.

• 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 Digital Publish with QuarkXPress.

• Add Pages to Reflow: Lets you add page components to reflow tagging palette

to be able export to Reflow ePub.

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• 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.

• 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.

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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.

• Ruler Direction: Lets you position page rulers on the top and left or top and right

edges of the layout window.

• Invisibles: Displays editable, nonprinting characters such as spaces, tabs, and

paragraph returns in text.

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• Visual Indicators: Displays indicators for non-printing elements, such as

hyperlinks and missing font highlighting.

• Highlight Content Variables: Displays indicators for the content variables.

• Highlight Cross References: Displays indicators for cross references.

• Trim View: Simulates what the page will look like when trimmed by cropping

any items that extend beyond the page boundary. You can control the color of

the pasteboard that displays when this item is selected in the Display pane of the

Preferences dialog box (QuarkXPress/Edit > Preferences).

• Hide Suppressed: Hides all items for which the Suppress Output box is checked

in the Box, Line, Picture, or Layout pane of the Modify dialog box, including

the Measurements palette (Mac OS X only), as well as layers for which Suppress

Output is checked in the Attributes dialog box. In addition, this option hides

underlines on hyperlinks, hyperlink anchors, index markers, and the text overflow

symbol.

• Show/Hide Notes: Allows you to hide or show notes in your project.

• Proof Output : Lets yo u preview how the l ayout will look wh en output to differe nt

media and for different printing methods. This display simulation is accurate

enough for soft proofing.

• Story Editor: Displays the active story in Story Editor view . For more information,

see "Using Story Editor view."

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

Utilities menu

The Utilities menu includes the following commands:

• Insert Character: Lets you easily insert special characters, including special

breaking and nonbreaking spaces.

• Content Variable: Lets you insert a content variable as well as create new, edit,

remove (not delete) and convert to text..

• Check Spelling: Use the submenu to display the Check Spelling palette to check

the spelling of a word, a selection of text, a story, a layout, or all master pages in

a layout. On Mac OS X, Auxiliary Dictionary and Edit Auxiliary are part of

Check Spelling submenu.

• Auxiliary Dictionary (Windows only): Lets you specify an auxiliary dictionary for

use in spell checking.

• Edit Auxiliary (Windows only): Lets you edit the auxiliary dictionary associated

with the active layout .

• Word and Character Count: Use the submenu to display the Word and Character

Count dialog box. This dialog box displays the number of full-width characters,

half-width characters, and various other kinds of characters in the active text

component or in the layout.

• Line Check: Displays a submenu that lets you find widows, orphans, loosely

justified lines, lines that end with a hyphen, and overflow situations.

• IME Reconversion: IME Reconversion is supported in the following ways:

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On Mac OS X: IME Reconversion is supported through the IME Menu. However

it works for Japanese IME Only.

1

2

On Windows: IME Reconversion is supported through the IME Reconversion menu

option on the QuarkXPress Utilities Menu, as well as the Context Menu. It works

for all Japanese IME, Korean IMEs and a few Simplified and Traditional Chinese

IMEs.

IME Reconversion is also supported through the keyboard on both Windows and

Mac OS X.

• Suggested Hyphenation: Displays the suggested hyphenation for the word

containing the text insertion point.

• Hyphenation Exceptions: Displays a submenu that allows you to edit the

exceptions and also import and export .xml files containing lists of

language-specific hyphenation exceptions. Displays the Hyphenation Exceptions

dialog box.

• Convert Project Language : Lets you convert all of the characters in the active

project that use a particular character language to a different character language.

• Usage: Lets you view and update the status of fonts, pictures, color profiles, tables,

Composition Zones, and assets used in layouts. Multiple missing digital files can

be updated all at once using the Usage dialog.

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

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

• Build Index: Lets you create an index from the contents of the Index palette.

• Insert Placeholder Text: Generates random text in the active text box so that

you can preview how text will flow and be styled, even though you might not

have actual content yet.

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

XTensions software."

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

ImageGrid XTensions software."

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

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

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

XTensions software."

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

ShapeMaker XTensions software."

• Remove Manual Kerning (Windows only): Lets you remove all manual kerning

applied between characters, or remove kerning from a kerning pair.

• Font Mapping: Lets you create and edit rules for substituting a new font for a

font that is requested by a project but which is not installed on your computer.

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

components.

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• PPD Manager : Lets you control which PostScript Printer Description files (PPDs)

are loaded in the Print dialog box.

• Convert Old Underlines: Converts all underlines in the active text chain from

QuarkXPress 3.x (Stars & Stripes) format to Type Tricks format.

• XTensions Manager: Lets you control which XTensions modules are loaded when

the application is launched.

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

application.

• Make QR Code: Lets you generate vector Quick Response (QR) codes directly

within QuarkXPress then style and color them the way you want.. You have the

choise between creating vector based QR codes or pixel based QR codes. If you

choose pixel based QR codes, they will be created in your Documents folder. When

you call the QR Code dialog again, the data behind the QR code will be shown.

• Redline: Use the submenu to turn automatic tracking and highlighting on and

off. You can also use this submenu to display the Redline palette.

• Check Out License/Check In License: Displays only if you have installed the

application for use with Quark License Administrator (QLA). Lets you check

licenses in and out.

Window menu

The Window menu enables you to control the on-screen display of open windows

and palettes. This menu includes the following commands:

• New Window: Displays the active project in a new window. You can then view

different parts of the project in each window.

• Split Window: Splits the project window into two parts. You can then view

different parts of the project in each part of the window.

• Bring All to Front (Mac OS X only): Positions and displays all open windows.

• Cascade (Windows only): Layers multiple open projects so just a portion of each

project's menu bar displays.

• Tile (Mac OS X only): Tiles all open windows horizontally to fit on the screen.

• Tile Horizontally (Windows only): Tiles all open windows horizontally to fit on

the screen.

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

screen.

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

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

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

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

palettes.

• Advanced Image Control: Displays and hides the Advanced Image Control

palette.

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• App Studio Publishing: Displays and hides the App Studio Publishing palette.

For more information, see Digital Publishing with QuarkXPress.

• Books: Displays and hides the Books palette. For more information, see "Working

with books."

• Callout Styles: Displays the Callout Styles palette. For more information, see

"Working with callout styles."

• Colors: Displays and hides the Colors palette.

• Color Blends: Displays and hides the Color Blends palette . For more infor mation,

see "Creating multi-color blends."

• Conditional Styles: Displays the Conditional Styles palet te. For more informa tion,

see "Working with conditional styles."

• Footnote Styles: Displays and hides the Footnote Styles palette. For more

information, see "Working with footnotes and endnotes."

• Content: Displays and hides the Content palette.

• Content Variables: Displays and hides the Content Variables palette.

• Glyphs: Displays and hides the Glyphs palette.

• Grid Styles: Displays and hides the Grid Styles palette.

• Guides: Displays and hides the Guides palette.

• HTML5: Displays and hides the HTML5 palette.

• Hyperlinks: Displays and hides the Hyperlinks palette.

• Index: Displays and hides the Index palette.

• Item Styles: Displays and hides the Item Styles palette.

• Layers: Displays and hides the Layers palette.

• Lists: Displays and hides the Lists palette.

• Table Styles: Displays and hides the Table Styles palette.

• Measurements: Displays and hides the Measurements palette.

• Page Layout: Displays and hides the Page Layout palette.

• Profile Information: Displays and hides the Profile Information palette.

• Redline: Displays and hides the Redline palette.

• Reflow Tagging: Displays the Reflow Tagging palette. For more information,

see "Working with Reflow."

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

XTensions software."

• Style Sheets: Displays and hides the Style Sheets palette.

• Tools: Displays and hides the Tools palette.

• Welcome Screen: Displays the welcome screen.

In addition, this menu includes an item for every open window. You can use these

menu items to easily switch between windows.

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Help menu

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

commands:

• Search Use this command to search the local help file.

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

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

window.

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

• What's New: Use this option to explore What's New in this version of QuarkXPress.

• Transfer QuarkXPress License (Windows only): Use this option to transfer your

license to another computer.

• About QuarkXPress (Windows only): Use this command to display information

about QuarkXPress, such as the version number and the build number.

• Edit License Code (Windows only): Use this command to change the validation

code of an installed copy of QuarkXPress. By changing this code, you can change

a Test Drive version (formerly called "evaluation copy") of QuarkXPress into a

fully functional version, change the languages supported by the user interface,

or change QuarkXPress into a Plus edition.

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

QuarkXPress.

• Quark Update Settings (Windows only): Use this comma nd to confi gure automatic

update settings.

Context menus

QuarkXPress offers a wide variety of functionality through context menus. To display

a context menu, Control+click (Mac OS X) or right-click in text, on a picture, or on a

palette.

Palettes

To open or display a palette, check the palette name in the Window menu.

To close an open palette, click the close box in the upper-left corner of the palette,

uncheck the palette name in the Window menu, or use the appropriate keyboard

equivalent.

(Mac OS X only) Palettes can be vertically docked to the left and right edges of the

screen, and docked palettes on screen edges form a group and can be moved as a group.

You can also hide groups of docked palettes by choosing Window > Turn Hiding On.

Docked palettes contain snaps giving a unified look to the application. In the document

window, the resize (+) button can be used to unsnap / snap a window to the palettes.

A splitter is added between the window and palette edges so that resizing the palette

also resizes the window.

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Due to its width, the Measurements palette can only be docked horizontally to the

upper or lower edge of the screen. The Tool palette can be docked either vertically or

horizontally.

(Mac OS X only) Palettes can be dragged and merged into any palette groups. When

dragging, a thumbnail is shown indicating whether the palette will be merged or placed

above. A blue line indicator is shown in the palette group to indicate the location the

palette will be dropped.

Advanced Image Control palette

The Advanced Image Control palette lets you control the display of imported images.

For more information, see "Working with PSD pictures."

The Advanced Image Control palette lets you manipulate imported images.

Books palette

The Books palette al lows you to work with book s. The buttons at the top of t his palette

let you create and open books and add, edit, and delete chapters in books.

For more information, see "Working with books."

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The Books palette lets you work with books.

Callout Styles palette

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

see "Working with callout styles."

Colors palette

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

buttons at the top of this palette let you create, edit, and delete colors.

Users create colors through the Colors dialog box (Edit > Colors). For more

information, see "Working with colors."

The Colors palette lets you view and apply colors.

Color Blends palette

The Color Blends palette lets you define and apply multi-color blends.

For more information, see "Creating multi-color blends."

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The Color Blends palette lets you define and apply multi-color blends.

Conditional Styles palette

The Conditional Styles palette lets you work with conditional styles. For more

information, see "Working with conditional styles."

Content palette

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

palette, you can duplicate and synchronize that content across different layouts. The

buttons at the top of this palette let you add, import, insert, edit, and control the

synchronization of content.

Users can create shared items through the Shared Item Properties dialog box (Item >

Share). For more information, see "Working with shared content."

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

Content Variables palette

The Content Variables palette provides access to content variables. From this palette,

you can add, edit, and duplicate content variables. You can also search for content

variables and convert existing content variables to text. This palette lists the preefined

content variables and allows you to create new ones of various content variable types.

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To highlight existing content variables, use the View > Highlight Content Variable

menu item. Users can also insert, add and edit content variables using the Utilities >

Content Variable menu item. For more information, see "Content variables."

The Content Variable palette provides access to the content variables.

Footnote Styles palette

The Footnote Styles palette allows you to:

• add, edit, delete and duplicate footnote styles.

• insert new footnotes and endnotes or modify existing footnotes and endnotes

using a custom Footnote/Endnote option/button.

• change between different footnote/endnote styles by selecting the

footnote/endnote reference in the parent text and clicking on the desired style

in the palette.

Users can also insert, add and edit footnote styles using the Edit > Footnote Styles

menu item.

Users can also insert footnotes and switch between footnotes and the reference text

using the Style > Footnotes/Endnotes menu it em. For mor e informatio n, see "Working

with footnotes and endnotes."

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The Footnote Styles palette provides access to footnotes.

Glyphs palette

The Glyphs palette gives you easy access to every character in each font on your

computer. You can display all characters in the selected font or narrow down the

selection by choosing an option from the second drop-down menu. The selected

characters Unicode value is visible at the bottom right. You can add characters to a

story by double-clicking them. Using the Favorite Glyphs area at the bottom of the

palette, you can store often-used characters for easy access.

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

Grid Styles palette

A grid style is a named package of settings that describe a grid — like a style sheet for

a design grid. You can apply grid styles to text boxes and can use them as the basis for

master page grids. You can also base grid styles on other grid styles. Grid styles are

displayed in the Grid Styles palette (Window menu). For more information, see

"Working with grid styles."

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

Guides palette

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

Guides palette."

HTML5 Palette

The HTML5 palette lets you create and configure movies, slideshows, buttons, and

more for Digital layouts. For more information on creating a Digital, see Digital

Publishing with QuarkXPress.

Hyperlinks palette

The Hyperlinks palette lets you add and edit hyperlinks in your document. For more

information, see "Hyperlinks."

The Hyperlinks palette allows you to work with hypelinks in your document.

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Index palette

The Index palette lets you tag text for indexing. When you create an index, all of the

tags you created with the Index palette are automatically turned into a customizable

index. For more information, see "Working with indexes."

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

Item Styles palette

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

Styles XTensions software."

Layers palette

The Layers palette lets you create layers, edit layer properties, control whether those

layers display and print, and move objects between layers. For more information, See

"Working with layers."

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

Lists palette

The Lists palette helps you view and generate lists. This feature is useful for creating

things like tables of contents. You can create lists in the Lists dialog box (Edit > Lists).

The List Name drop-down menu lets you choose from among the lists defined in the

active project and the Update button lets you refresh the list currently displayed in

the palette.

The Find button enables you to locate items in the Lists palette. You can also navigate

to a word or heading by simply double-clicking it in the palette.

The Build button lets you insert the active list into the active text chain. If the list

already exists in the story, you can update it rather than inserting another copy. The

Format As style sheets for the list are applied automatically.

The Lists palette lets you create things like tables of contents

Measurements palette

With the Measurements palette (Window menu), you can quickly edit many

commonly used controls. Options in the Measurements palette change to reflect the

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selected tool or item. When you select multiple items of the same type (such as three

separate picture boxes), the Measurements palette controls apply to all selected items.

You have the option to make the Measurements palette 50% larger, per fect for smal ler

screens with high resolutions.

The Measurements palette displays a row of icons called the navigator tab above the

center of the palette. You can cycle left-to-right through the Measurements palette

navigator tab icons by pressing Command+Option+;/Ctrl+Alt+;. You can move in

reverse (right-to-left) by pressing Command+Option+,/Ctrl+Alt+,.

To continuously display the navigator tab, Control+click/right-click the Measurements

palette title bar and choose Always Show Tab Bar. To permanently hide the navigator

tab, Control+click/right-click the Measurements palette title bar and choose Always

Hide Tab Bar. To make the navigator tab bar display interactively.

Control+click/right-click the Measurements palette title bar and choose Show Tab

on Rollover.

Measurements palette - Mac OS X

The selection of tabs displayed on the Measurements palette depends on which items

are active, and the display of any tab changes to fit the item or items that are active.

The available tabs are as follows:

• Home tab: Contains of ten-used controls. Displays differentl y f or text boxes, picture

boxes, lines, and tables.

• Character tab: Contains controls allowing you to set the character attributes of

the currently selected text.

• Paragraph tab: Contains controls allowing you to set the paragraph attributes of

the currently selected text box.

• Rules tab: Contains controls allowing you to s et th e r ul es attributes of the currently

selected text box.

• Tabs tab: Contains co ntrols allowing you to set up the tabs in th e c urrently selected

text box.

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• Text Box tab: Contains controls allowing you to set the text attributes of the

currently selected text box.

• Picture Box tab: Contains controls allowing you to set the picture attributes of

the currently selected picture box.

• Clipping tab: Contains controls allowing you to set the clipping attributes of the

currently selected picture box.

• Frame tab: Contains controls allowing you to set the frame attributes of the

currently selected box.

• Runaround tab: Contains controls allowing you to set the frame attributes of the

currently selected object. Displays differently for text boxes, picture boxes, and

lines.

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

Space/Align).

• Drop Shadow tab: Contains controls allowing you to set the drop shadow

attributes of the currently selected object.

• Table tab: Contains controls allowing you to s et th e t ab le attributes of the currently

selected table.

• Composition Zones tab: Contains controls allowing you to set the attributes for

the currently selected composition zone .

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When you select a picture box that contains an image, the number next to the Effective

Image Resolution icon in the Home tab of the Measurements palette displays the

effective resolution of the image. The actual image resolution divided by the scale of

the image equals the effective resolution. For example, if you import an image with

an actual image resolution of 100 dpi and then increase the scale from 100% to 200%,

the effective resolution is 50 dpi. The higher the effective resolution is, the higher the

quality of the reproduced image will be. Note that if you select multiple picture boxes

with varying effective resolutions, no number displays next to the Effective Image

Resolution icon.

Measurements palette - Windows

The selection of tabs displayed on the Measurements palette depends on which items

are active, and the display of any tab changes to fit the item or items that are active.

The available tabs are as follows:

•

Classic tab: Contains often-used controls. Displays differently for text boxes,

picture boxes, lines, and tables.

•

Text tab: Contains controls from the Text tab of the Modify dialog box

(Item > Modify).

•

Frame tab: Contains controls from the Frame tab of the Modify dialog box.

•

Runaround tab: Contains controls from the Runaround tab of the Modify

dialog box. Displays differently for text boxes, picture boxes, and lines.

• Clipping tab: Contains controls from the Clipping tab of the Modify dialog

box.

• Character Attributes tab: Contains controls from the Character Attributes

dialog box (Style > Character).

•

Paragraph Attributes tab: Contains controls from the Formats tab of the

Paragraph Attributes dialog box (Style > Formats).

•

Text Path tab: Contains controls from the Text Path tab of the Modify dialog

box.

•

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

Space/Align).

•

Grids tab: Contains controls from the Grid tab of the Modify dialog box.

(selected tables only).

• Drop Shadow tab : Contai ns contr ols from the Drop Shadow tab of the Mo dify

dialog box.

•

Tabs tab: Contains controls from the Tabs tab of the Paragraph Attributes

dialog box.

When you select a picture box that contains an image, the number next to the Effective

Image Resolution icon in the Classic tab of the Measurements palette displays the

effective resolution of the image. The actual image resolution divided by the scale of

the image equals the effective resolution. For example, if you import an image with

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an actual image resolution of 100 dpi and then increase the scale from 100% to 200%,

the effective resolution is 50 dpi. The higher the effective resolution is, the higher the

quality of the reproduced image will be. Note that if you select multiple picture boxes

with varying effective resolutions, no number displays next to the Effective Image

Resolution icon.

The tab bar displays above the center of the Measurements palette.

Page Layout palette

The Page Layout palette provides a variety of features having to do with pages and

navigation.

The Page Layout palette lets you work with master pages and layout pages.

The top portion of the palette lets you create, duplicate, and delete master pages. To

view and edit a master page, double-click it; the master page displays in the active

project window. A single-sided master page displays as a rectangle, while a facing-page

master page displays with two folded corners.

The bottom portion of the palette lets you navigate through the pages in the active

layout. To go to a layout page, double-click in this portion of the palette.

To apply a master page to a layout page, drag the master page icon onto the layout

page icon. Alternatively, you can select the layout page icons in the palette and them

Command-click/Ctrl-click the master page icon.

Profile Information palette

The Profile Information palette lets you view and update color management settings

for pictures. For more information, see "Color management."

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The Profile Information palette lets you precisely control color management settings for
pictures.

Redline palette

The Redline palette allows you to setup the tracking of changes in your projects.

For more information, see "Redline."

The Redline palette lets you work with tracking.

Reflow Tagging palette

The Reflow Tagging palette lets you tag content for Reflow ePub.

Scale palette

The Scale palet te lets you perf orm advanced scaling operat ions. For more i nformation,

see "Scale XTensions software."

Style Sheets palette

The Style Sheets palette (Window > Style Sheets) enables you to apply character and

paragraph style sheets by clicking style sheet names. The buttons at the top of each

section of this palette let you create, edit, duplicate, update, and delete style sheets.

A plus sign next to a style sheet indicates that local formatting has been applied.

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The Style Sheets palette lets you view and apply paragraph and character style sheets.

Table Styles palette

The Table Styles palette allows you to add, edit, and delete table styles.

The Table Styles palette provides access to the table styles.

Tools palette

The Tools palette lets you easily switch between a wide variety of tools for working

with layouts. For more information, see "Tools."

Palette groups and palette sets

QuarkXPress offers two features that help you to manage palettes: palette groups and

palette sets.

Using palette groups

The Palette Groups feature lets you combine several palettes into one.

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This palette group shows the Colors, Advanced Image Control, and Style Sheets palettes
attached as one, which economizes space while providing easy access to functions.

(Windows only)To attach a palette to a palette group, Control+click/right-click the title

bar of a palette group and choose an unchecked palette name. When you attach a

palette that is already displayed, the palette moves to become part of the palette group.

To detach a palette from a palette group, Control+click/right-click the palette name

and choose Detach [palette name].

(Mac OS X only)To attach a palette to a palette group, click the icon in the top

right of a palette and choose an unchecked palette name from the list. Palettes that

are already displayed can also be dragged and merged into a palette group. When

dragging, a thumbnail is shown indicating whether the palette will be merged or placed

above. A blue line indicator is shown in the palette group to indicate the location the

palette will be dropped.

(Mac OS X only)Docked palettes on screen edges form a palette group and can be moved

as a group. Palette groups can be set to auto show/hide.

Using palette sets

The Palette Sets feature lets you store and recall the position and status of all open

palettes and libraries, so that you can easily switch between different palette

configurations.

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To create a palette set, first display all of the palettes you will need for a particular task

and hide all other palettes. Then choose Window > Palette Sets > Save Palette Set

As to display the Save Palette Set As dialog box, enter a name, and optionally assign

a key command.

To retrieve a palette set, choose Window > Palette Sets > [name of palette set] or

press the keyboard combination for that palette set.

Layout controls

When you open a project, you have immediate access to some basic features at the

bottom left of the project window.

Layout controls

1

Zoom: Enter a zoom percentage or choose a zoom value from the drop-down menu

(the maximum zoom limit is 8000%).

2

Page Number: Enter a page number in the Page Number field or choose a page from

the page list that displays when you click the upward facing arrow to the right of the

field.

3

Previous Page: Navigate to the previous page.

4

Next Page: Navigate to the next page.

5

View Master Page: Switch back and forth between the active layout page and its master

page.

6

Split Screen Horizontal: View the layout in two or more separate panes one above

the other.

7

Split Screen Vertical: View the layout in two or more separate panes side by side.

8

Export: Display the same export options that are available when you choose File >

Export.

9

Page Preview: Click the up arrow next to the Page Number field to see a thumbnail

view of all of the pages in the layout. Mac OS X users can continue to click the up

arrow to enlarge the thumbnails.

Views and view sets

QuarkXPress gives you multiple ways to view your layouts. You can split a window or

create a new window to show two different layouts, or two different views of the same

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layout. You can use Story Editor view to concentrate on text without having to look

at the layout. And the View Sets feature lets you create and easily switch between

different view options.

Splitting a window

By splitting a window into two or more panes, you can display multiple views of one

project at the same time, and you can see changes in all panes simultaneously. You

can even use different view modes in each pane, and see your edits in one pane and

update in the other pane in real time. You can split multiple views horizontally or

vertically within a window.

By splitting a window, you can view your work at different magnifications at the same time.

There are three ways to split a window:

• Choose Window > Split Window > Horizontal or Window > Split Window >

Vertical.

• (Windows only) Click the split bar to the right of the scroll bar (for a vertical split)

or at the top of the scroll bar (for a horizontal split).

• Click the split-screen icons in the layout controls bar at the bottom of the project

window.

Once a window has been split, you can change the width and height of the split by

dragging the bars between the splits.

To remove splits from a window, use one of the following techniques:

• Choose Window > Split Window > Remove All.

• Click the close button in the top right corner of the window.

Creating a window

To create a new window that displays the active project, choose Window > New

Window.

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If you open multiple windows for a project, make changes to that project, and then

begin closing the windows, the application will not prompt you to save the project

until you attempt to close the last window that displays the project.

Using Story Editor view

Story Editor view lets you concentrate on the text of a story without the distraction

of the layout. In Story Editor view, all text is the same size and the same font, the

text fills the entire window, and only the most basic character formatting (such as

bold and italic) are displayed. A red background indicates where text has overflowed

beyond the last text box or path in the story.

To display the contents of the active story in a new Story Editor window, select a box

or line that contains the target story and choose View > Story Editor. (If a Story Editor

window is already open, the selected item's story displays in that window.)

If you want to monitor the overall appearance of a page as you edit its text at an

easy-to-view size, you can position a Story Editor window next to a layout window

that shows the same story.

A story in layout view (left) and in a Story Editor window (right)

View sets

The View menu provides various options for how a layout displays. You can display

or hide guides, grids, invisible characters, visual indicators, and more. (For more

information, see "View menu.") The View Sets feature lets you store and recall different

combinations of these settings. The settings that are stored in a view set are as follows:

• View > Guides

• View > Page Grids

• View > Text Box Grids

• View > Rulers

• View > Ruler Direction

• View > Visual Indicators

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• View > Invisibles

• View > Trim View

• View > Hide Suppressed

QuarkXPress ships with several default view sets:

• Default: This is the default set of view options that displays when you create your

first layout after launching QuarkXPress for the first time.

• Output Preview: This view set simulates a printed page as closely as possible.

Guides, grids, invisibles, and visual indicators are hidden. View > Trim View,

View > Hide Suppressed is turned on. The pasteboard displays using the color

you specify in the Display pane of the Preferences dialog bo x (QuarkXPress/Edit

> Preferences).

• Authoring View: This view set displays guides, invisibles, visual indicators, and

the ruler.

To create a view set, first turn on only the view options you want to store in that view

set. Then choose View > View Sets > Save View Set As to display the Save View Set

As dialog box, enter a name, and optionally assign a key command.

To switch to a view set, do one of the following things:

• Choose View > View Sets > [name of view set].

• Press the keyboard combination for the view set.

• Display the View Sets palette (View > View Sets > Manage View Sets), click the

name of the view set in the palette, and then click Apply (or simply d ouble-click

the view set name).

To manage the view sets you have created, choose View > View Sets > Manage View

Sets. The View Sets palette displays. You can use the buttons at the top of this palette

to Edit , Apply , and Delete the selected view set.

View Sets palette

View sets are saved at the application level. However, any view settings you apply to

a layout using view sets are saved with that layout.

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Projects and layouts

QuarkXPress files are referred to as projects, and each project contains one or more

layouts. Every layout is stored within a project, and every project contains at least one

layout. Each layout can contain as many as 2,000 pages, and can be as large as 224" x

224" in size (or 112" x 224" for a two-page spread). A project can contain an unlimited

number of layouts.

Because multiple layouts can be stored in a single file, you can easily share content

between different versions of a document — for example, a letter with identical text

in US letter and A4 layout sizes.

A QuarkXPress project can contain two types of layouts: Print and Digital. You can

use one project to create content for various media — such as print, PDF, ePub, native

apps, Kindle books and HTML5 Publications.

Working with projects

To create a project, choose File > New > Project. The New Project dialog box displays.

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New Project dialog box for Print layout type

Every QuarkXPress project contains at least one layout. Therefore, when you create a

project, you must specify a default layout for the file. To indicate the type of the default

layout, choose Print or Digital from the Layout Type drop-down menu.

For more information about Digital layouts, see Digital Publishing with QuarkXPress.

A project created in any language edition of QuarkXPress can be edited, printed, and

saved in any other language edition of QuarkXPress. All available spell checking

dictionaries and hyphenation rules are supported by every language edition.

Options for Print layouts

You can use the default layout name or enter a new name for the layout in the Layout

Name field.

By default, tabs display at the top of the project window for each of the layouts in a

project. To prevent these tabs from displaying, check Single Layout Mode. (You can

still add layouts to a project, but this will turn off the Single Layout mode.)

The controls in the Page area let you set the page size and orientation for the default

layout.

To use custom page sizes see the information in "Custom page size."

The Facing Pages check box lets you create spreads. In a project with a horizontal

default story direction, the Allow Odd Pages On Left check box lets you control

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whether you can have odd pages on the left. In a project with a vertical default story

direction, the Allow Odd Pages On Right check box lets you control whether you

can have odd pages on the right.

The Automatic Text Box check box lets you add a text box to the default master page

for the layout.

The Margin Guides contro ls let you set default margi ns for the layout, and the co ntrols

in the Column Guides area lets you create a multi-column page by default.

The Page Count allows you to specify the number of pages yo u w ant to initially c reate.

Saving and naming a QuarkXPress project

When you save a QuarkXPress project for the first time, the Save As di alog box displays.

Use this dialog box to specify a project name, location, and type.

When you save a QuarkXPress project, you can choose an option from the Type/Save

as type drop-down menu:

• Choose Project to save a project that you can modify.

• Choose Project Template to save a read-only version of the project.

Exporting layouts and projects

To export one or more layouts in the active project, choose File > Export > Layouts

as Project. Enter a name in the Save As field, and specify a location.

To export all the layouts in a project, check Select All in the Layouts area. To export

individual layouts, check them in this area.

To export selected layouts that you can open in an earlier version of QuarkXPress,

choose the earlier version number from the Version drop-down menu.

Custom page size

If you use a specific custom page size on a regular basis, you can define this page size

and add it to the Page Size drop-down menu in the New Project dialog. These custom

page sizes can be used for Print and eBook layouts.

To create a custom page size:

1

Choose File > New > Project. The New Project dialog box displays.

2

Choose either Print or Digital from the Layout Type drop-down menu.

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3

Choose New from the Page Size: drop-down menu. The Custom Page Size dialog box

displays.

4

Fill in a Name for the new custom page size, and define the Width and Height. The

orientation will be assigned automatically, depending on the values input for Width

and Height.

To create multiple custom page sizes, click Add. The new custom page size will appear

in the list and you will be able to create another. To delete a custom page size, select

it from the list and click Delete.. To edit a custom page size, select it from the list and

redefine the Width and Height fields.

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5

Click OK.

Any custom page sizes you create will appear in the Page Size drop-down menu in

the New Project and the New Layout dialog boxes and can be selected when creating

new Print and eBook layouts, however, custom page sizes defined for Print layouts can

only be used selected when creating new Print layouts, and custom page sizes defined

for eBook layouts can only be used selected when creating new eBook layouts. The

custom page sizes will be removed when your preferences are deleted and new

preferences created.

Custom page sizes can also be created using the New Layout dialog. (Layout > New).

Working with layouts

It's easy to navigate between layouts, add layouts, duplicate layouts, and delete layouts.

By default, tabs display at the top of the project window for each of the layouts in a

project. On Mac OS X only, you can change the order of layouts displayed in the layout

tab by dragging and dropping the layout name tabs. This setting is saved with the

document and the order is maintained.

To navigate between layouts, use the tabs at the top of the project window.

To add a layout to the active project, choose Layout > New or click a layout tab and

choose New from its context menu.

To duplicate a layout, display the layout you want to duplicate, then choose Layout >

Duplicate or ch oose Duplicate fro m the Layout tab co ntext menu . User can duplicat e

a Print layout into a Digital layout by choosing Digital as the layout type. (For more

information, see Digital Publishing with QuarkXPress.)

To change a layout's properties, display the layout, then choose Layout > Layout

Properties or choose Layout Properties from the Layout tab context menu. The

Layout Properties dialog box displays. You can use this dialog box to change limited

layout properties based on the layout type, but you cannot change a layout to or from

a Digital layout type. (For more information, see Digital Publishing with QuarkXPress.)

To delete a layout, display the layout, then choose Layout > Delete or choose Delete

from the Layout tab context menu.

When you use the following commands, only the active layout is included in the

resulting output:

• File > Export > Layout as PDF

• File > Export > Layouts as Project

• File > Export > Page as EPS

• File > Export > Layout as ePub

• File > Export > Layout as Kindle

• File > Export > Layout as HTML5 Publications

• File > Export > Layout as Image

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Layers apply to the layout that is active when you create and edit them.

When you perform a project-level action (Edit > Undo), the action is added to the

Undo History in all layouts.

When you check spelling (Utilities menu), QuarkXPress checks only the active layout.

The Find/Change feature (Edit menu) can search only the active layout.

Project-level and layout-level resources

Some resources are defined at the project level, and others are defined at the layout

level.

Project-level resources

Project-level resources can be used by every layout in the project, and they are the

same in every layout where they are used. Project-level resources include application

preferences, style sheets, colors, H&Js, lists, and dashes and stripes.

Although every list definition you create can be used in any layout in the project, a

list only draws from the active layout when you build it.

Layout-level resources

Layout-level resources can be unique for every layout in the project. Layout-level

resources include the following:

• Layout preferences (QuarkXPress/Edit > Preferences > Layout )

• (Windows only) Kerning settings (Utilities > Tracking Edit)

• (Mac OS X only)Kerning settings (Edit > Kerning Pairs)

• (Windows only)Tracking settings (Utilities > Kerning Table Edit)

• (Mac OS X only)Tracking settings (Edit > Font Tracking Tables)

• Hyphenation exceptions

• Zoom values

Working with guides

Guides are nonprinting guidelines that help you to line up items and text in a layout.

There are three types of guides: Ruler guides, column and margin guides and Dynamic

guides.

Design grids are nonprinting guidelines that you can use to align items and text

according to text size and position.

For more information, see "Guide Manager Pro XTensions software" and "Understanding

design grids."

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Column and margin guides

Column and margin guides show where a page's outside margins are and where columns

(if any) should be placed.

QuarkXPress automatically places column guides and margin guides in all new Print

layouts. You can specify their position in the Column Guides and Margin Guides

fields in the New Project dialog box (File > New > Project) or in the New Layout

dialog box (Layout > New).

When a master page is displayed in the project window, you can use the Master Guides

& Grid dialog box (Page > Master Guides & Grid) to change the placement of column

guides and margin guides. If you check Automatic Text Box in the New Project dialog

box (File > New > Project) or the New Layout dialog box (Layout > New), the values

you specify in the Margin Guides area define the size and placement of the automatic

text box.

For information about creating column and margin guides, see "Configuring a master

page grid."

For more information, see "Guide Manager Pro XTensions software."

Ruler guides

Ruler guides (or simply "guides") are nonprinting guidelines that you can position

manually. You can create ruler guides by dragging them off the horizontal and vertical

rulers (View > Rulers). You can create ruler guides on master pages and on individual

layout pages.

•

To create a horizontal ruler guide, click the top ruler; when the pointer displays,

drag the ruler guide into position on the page. To create a vertical ruler guide,

click the vertical ruler, and then drag the ruler guide onto the page when the

pointer displays. If the Measurements palette is open when you drag a

ruler guide, the guide's position is indicated in the X field (for vertic al ruler guides)

or the Y field (for horizontal ruler guides).

• If, as you create a horizontal ruler guide, you release the mouse button when the

ruler guide is positioned over the pasteboard, the ruler guide will extend across

the pasteboard and all the pages in the spread. If you release the mouse button

when the horizontal ruler guide is positioned over a document page, the ruler

guide will display only on that page.

• To reposition a ruler guide, click it, and then drag it to a different location when

the guide pointer displays. You can also double-click the ruler guide with the Item

tool selected and enter a new location into the Guide Manager Pro dialog box.

• To remove a ruler guide, drag the guide off the page.

• To remove all ruler guides from a page, scroll until a portion of the page displays,

then press Option/Alt and drag the guide back on to the ruler.

• To remove all ruler guides from a spread's pasteboard, scroll until a portion of the

pasteboard displays, then press Option/Alt and click a portion of the ruler.

See also "Guide Manager Pro XTensions software."

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Snapping to guides

QuarkXPress lets you create a "magnetic field" around guides so that when you drag

an item close to a guide, it automatically aligns with it. This feature is called Snap to

Guides (View menu) and the width of the magnetic field is called the Snap Distance.

To control snapping with QuarkXPress controls, make sure View > Snap to Guides is

checked. To specify the distance, choose QuarkXPress/Edit > Preferences > Print

Layout > Guides & Grid and enter a pixel value in the Snap Distance field.

You can also choose View > Snap to Page Grids to force items to align with the master

page grid. The value in the Snap Distance field applies to master page grids as well.

For more information, see "Snapping items to design grids."

Dynamic Guides

Dynamic Guides are nonprinting temporary guides that appear when you create or

manipulate items on a page. They help you align items relative to other items and to

the page in a layout . You can specify the type of dynamic guides and the feedback

that appears.

When you create, transform or move an item, Dynamic Guides automatically appear

to assist in positioning the new item relative to an existing item or to the page.

Choose View > Dynamic Guides > Show/Hide Dynamic Guides to turn guides on

or off.

You can change when and how Dynamic Guides appear by using the View > Dynamic

Guides sub-menu to select the following options:

• Select Align to Center of Item to display guide lines that are generated when the

center of items are aligned with the center and/or edges of other items. These are

generated when you create and move items.

• Select Align to Edges of Item to display guide lines that are generated when the

edges of items are aligned with the edges of other items. These are generated when

you create and move items.

• Select Align to Center of Page to display guide lines that are generated when the

edges or center of items are aligned with the center of the page. These are generated

when you create and move items.

• Select Show Equal Dimensions to display guide lines that are generated when

the dimensions of items are equal to the dimensions of other items. These are

generated when you create and resize items.

• Select Show Equal Spacing to display guide lines that are generated when the

horizontal and/or vertical distance between items is equal to the distance between

other items on the page. These are generated when you create and move items.

• Select Show Measurements for Dimensions/Spacing) to display the value of the

dimensions when Show Equal Dimensions is se lected and the value o f the spacing

when Show Equal Spacing is selected.

This option is only available when Show Equal Dimensions or Show Equal

Spacing is selected.

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Dynamic Guides are on and all options selected by default.

When Align to Center of Item and Align to Edges of Item are selected, guides are

generated not only when the center and edges of other text boxes are aligned, but will

also appear when the center and edges of columns within the surrounding text boxes

are aligned.

In Windows, use the Dynamic Guides Color pane of the Preferences dialog box to

specify a color for each type of dynamic guide. See "Preferences — App lication — Dynamic

Guides Color." In Mac OS X you set the color for the dynamic guides using the Color

Theme pane of the Preferences dialog box. See "Preferences — Application — Color

Theme."

Undoing and redoing actions

The Undo command (Edit menu) reverses the last action performed on an item. For

example, if you accidentally cut a picture box, the Undo command will bring the

picture box back into the layout from the Clipboard. The Redo command (Edit menu)

lets you reimplement an action you had undone.

Choose Edit > Undo (Command+Z/Ctrl+Z) to reverse the last action performed. The

menu item identifies the specific action that can be undone. For example, the Undo

Deletion command is available in the Edit menu after you have used the Item >

Delete command. Cannot Undo displays as gray text when the Undo feature is

unavailable.

To reimplement the action, choose Edit > Redo (Command+Shift+Z/Ctrl+Y) after you

undo an action.

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Native QuarkXPress objects

QuarkXPress allows you to convert items from other application such as Excel,

Illustrator, PowerPoint and InDesign, as well as PDFs, Illustrator,WMF and EPS files to

native QuarkXPress objects.

This allows you to:

• Convert and edit vector data (like logos, etc) from supported file formats that

include AI, WMF, EPS and PDF.

• Convert editable PDFs, update content and republish as PDF or other formats that

are supported in QuarkXPress.

• Extract colors and typography from PDF's to use in QuarkXPress.

You can get native QuarkXPress objects in the following ways:

• Convert existing items Conv ert files that have been imported into your docu ment

to native QuarkXPress objects.

• Import items Copy items and then paste them as native QuarkXPress objects.

This results in fully editable Bezier version of vector graphics and editable text. Colors

and font information are automatically extracted.

Convert existing item to a native QuarkXPress object

To convert existing items to native QuarkXPress objects:

1

Right click on the object and choose Convert To Native Objects from the context

menu (or choose Style > Convert to Native Objects). The Convert to Native Objects

dialog displays.

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The image you are attempting to convert must have vector or text components in it.

The Convert to Native Objects feature is not supported for Raster only images.

2

Check Retain Source Picture Box to co mpare the c onverted o bjects with the imp orted

source image.

3

Check Ignore Soft Masks to exclude the conversion of soft masks from the source

image.

4

Check Ignore Transparent Blend Modes to ignore transparency applied to blends on

the source image.

5

Click OK.

Import an object as a native QuarkXPress object

To import an item as a native QuarkXPress object:

1

Copy the object from its application to the clipboard

2

Right click in your project where you want to place the object and choose Paste as

Native Objects from the context menu (or Edit > Paste as Native Objects). The Paste

as Native Objects dialog displays.

To skip the dialog, hold down the Option key (Mac OS X) or the Alt key (Windows)

when choosing Paste as Native Objects from the context menu.

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The options you select in this dialog persist and will be used if you choose to suppress

the dialog.

3

Check Retain Source Picture Box to co mpare the c onverted o bjects with the imp orted

source image.

4

Check Ignore Soft Masks to exclude the conversion of soft masks from the source

image.

5

Check Ignore Transparent Blend Modes to ignore transparency applied to blends on

the source image.

6

Click OK.

The item is pasted into your project as a native QuarkXPress object.

If the item contains fonts not installed on your system, an alert will display. You can

list the fonts not available on your system and optionally, replace them at this time.

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Content variables

A content variable is an item you insert in your document that varies according to the

context. For example, the Last Page Number variable displays the page number of

the last page of the document. If you add or remove pages, the variable is updated

accordingly.

Content variables will line wrap and break just like text, including hyphenating when

appropriate.

The text within a content variable is searchable using the Find/Change palette. If the

text you are searching for is contained within a content variable, the entire variable

will be highlighted.

To highlight all content variables in the current project, choose View > Highlight

Content Variables.

QuarkXPress includes the following preset content variables that you can insert in

your document:

• Creation Date

• Current Page Number

• File Name

• Last Page Number

• Modification Date

• Next Page Number

• Output Date

• Previous Page Number

You can edit the format of these variables, or you can create your own.

In addition to the set of pre-defined variables, you can create the following additional

text type variables:

• Custom Variable: You can combine a text string with other pre-defined variables

to make a combination.

• Running Header: This variable type allows you to choose source data within the

document by referring to a paragraph or character style sheet. This variable type

can be applied in the master page so that the running headers are automatically

updated. For example, a left side page can have book title and on right side page can

have Chapter/Section title.

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• Page Reference: This variable is used to create a reference to an existing layout

object using the existing Anchors feature, and allows you to refer to that object

elsewhere in the document, including the page number for the referred to object.

• Static Text: With this you can create a simple static text variable that can be

inserted throughout the document. For example, if you want to refer to a company

name across a document consistently and want to make any changes to it in one

go, this variable can be useful.

Edit content variables

To edit content variables, choose Window > Content Variables to disp lay the Content

Variables palette. The buttons at the top of this palette let you add, edit and duplicate

content variables. Choose an existing content variable and click the button to edit

it, or click the button to add a new content variable.

The Edit Content Variable dialog displays.

If you are adding a new content variable, you can also display this dialog by choosing

Utilities > Content Variable and selecting New from the drop-down menu.

Enter a name in the Name field. I f you are adding a new conten t variable or duplicatin g

an existing content variable , select the content variable Type from the drop-down

menu. Specify the attributes for your content variable, these will vary depending on

the type of content variable you are editing :

• Creation Date: Creation Date inserts the date or time the document wa s f irst saved.

You can insert text before and after the date, and you can modify the date format

for all date variables using the drop-down menus.

• Current Page Number: This variable inserts the current page number of the current

project into the document.

• Custom Variable: See "Create a custom content variable" for more information.

• File Name: This variable inserts the name of the current file into the document.

Select Include Extension to include the file name extension. The File Name

variable is updated whenever you save the file with a new name or to a new

location. The extension does not appear in the document until it is saved.

• Flow Box Page Number: This variable inserts the page number where the current

box continues (or where the current box is continuing from) if the current box

spans multiple pages that may not be contiguous. From the Context drop-down

menu, choose either Next Box or Previous Box to specify whether to insert the

page number where this box continues or where it is continuing from.

• Last Page Number: This variable inserts the last page number of the current project

into the document. The Last Page Number type is useful for adding the total

number of pages in a document to headers and footers using the common Page

3 of 12 format. In this case, the number 12 is generated by the Last Page Number,

and is updated whenever pages are added or removed. From the Scope dr op-down

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menu, choose an option to determine whether the last page number in the section

or layout is used.

• Modification Date: Modification Date inserts the date or time the document was

last saved. You can insert text before and after the date, and you can modify the

date format for all date variables using the drop-down menus.

• Next Page Number: This variable inserts the next page number of the current

project into the document. From the Scope drop-down menu, choose an option

to determine whether the next page number in the section or layout is used.

• Output Date: Output Date inserts the date or time the document was printed or

exported. You can insert text before and after the date, and you can modify the

date format for all date variables using the drop-down menus.

• Page Reference: You can insert text before and after the page reference variable.

Select an Anchor Name from the drop-down menu. Select Create Hyperlink to

create a hyperlink in the text.

• Previous Page Number: This variable inserts the previous page number of the

current project. From the Scope drop-down menu , choose an option to d etermin e

whether the previous page number in the section or layout is used.

• Running Header: Choose the source style sheet to display in your header and then

choose whether you want to display the first occurrence on the page, the last

occurrence on the page, the first occurrence on the spread or the last occurrence

on the spread.

• Static Text: Type in the text you want to appear when inserting this content

variable.

When you're done, click OK.

After you have added or updated a content variable, it will be listed in the Utilities >

Content Variable drop-down menu and also in the Content Variables palette

(Window > Content Variables). The new variable will be available when you attempt

to insert a content variable into the text.

Create a custom content variable

In addition to the existing preset content variables offered by QuarkXPress, you can

also create custom content variables to use in your projects. Custom variables are great

if you want to use text content somewhere within a text story and the same content

in a different story or at a different place. When you change the content of the custom

variable, it is changed everywhere where used.

To create a custom content variable:

1

Place the insertion point where you want the variable to appear.

2

Select Utilities > Content Variable and choose New from the drop-down menu.

The Edit Content Variable dialog displays.

3

Enter a name in the Name field.

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4

Choose Custom Variable from the Type drop-down menu.

5

You can choose to insert a Text String or a Text Variable when using this custom

content variable.

• If creating a custom variable that inserts a text string, type in the text you want

to appear when inserting this content variable. Click the plus symbol to add more

lines to the text.

• If creating a custom variable that inserts a text variable, select the text variable

you want from the drop-down menu. You can combine 2 or more text variables

by clicking the plus symbol to add another.

6

Click OK.

After you have added a custom content variable, it will be listed in the Utilities >

Content Variable drop-down menu and also in the Content Variables palette

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CONTENT VARIABLES

(Window > Content Variables). The new variable will be available when you attempt

to insert a content variable into the text.

Insert a content variable

To insert a content variable in your project:

1

Place the insertion point where you want the variable to appear.

2

Select Utilities > Content Variable and choose the variable you want to insert from

the drop-down menu.

The variable appears on the page as if you'd typed it in the document.

Content variables can be inserted into lists and indexes.

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Boxes, lines, and tables

To create a successful page layout, you need an orderly way to arrange text and pictures

— you need boxes. Boxes are items that can contain text or pictures; they can even

be created to contain no content at all, perhaps to create colorful design elements on

a page. Box boundaries give text and pictures a specific shape, size, and placement on

a page.

Understanding items and content

QuarkXPress works on the concept of items (containers) and content (things that go

inside of items).

Items are the building blocks of a page layout. The Item tool lets you do things like

move, resize, rotate, reshape, cut, copy, and paste items.

The basic types of items are as follows:

• Boxes, including text boxes, picture boxes, and no-content boxes. Boxes can come

in a variety of shapes, such as rectangular, round, and Bézier.

• Lines, including "plain" lines and text paths (which can include text). Lines, too,

can be straight or Bézier.

• Groups, which are sets of items that have been "glued" together so that they act

like a single item.

• Tables, which can contain both text and pictures.

Content is, basically, text and pictures. To create a layout, you will typically draw some

text boxes and picture boxes, and then insert text and pictures into those boxes.

Because items and content are different, you use separate tools for manipulating each:

•

The Text Content tool lets you create rectangular text boxes and format text

in text boxes or on text paths. You can also use the Text Content tool to cut,

copy, and paste text.

•

The Picture Content tool lets you create rectangular picture boxes and

manipulate pictures in picture boxes. You can also use the Picture Content tool

to cut, copy, and paste pictures.

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Understanding handles

The bounding boxes of selected text paths, lines, and boxes have small white squares

called item handles. You can use these handles to resize and rotate a selected item.

Item handles

To resize an item, click and drag its item handles. To rotate an item, click and drag

just outside one of the item's corner handles. The mouse pointer changes when you

move it over or near a handle to indicate which action you can perform:

You can use item handles to resize or rotate an item.

Picture handles

When you select the Picture Content tool and click a picture box that contains a

picture, the picture displays with large circles for handles. These handles are called

picture content handles. When you click any part of the picture overlay, you can use the

Move pointer to move the picture within its box.

Picture box displaying picture content handles

Picture content handles display even if the selected picture exceeds the size of its box

(see illustration above). The picture displays beyond the box boundary. You can crop

the image by resizing the picture box.

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You can use picture content handles to resize or rotate a picture without changing the

size or angle of its picture box.

•

Resize pointers:

•

Rotation pointers:

Rotated picture in an unrotated box

If you want to move a picture box or see what its crop looks like without the transparent

overlay, press the Command/Ctrl key. This temporarily dismisses the overlay and

allows you to interact with the box as if the Item tool were selected.

If you click and drag with the Picture Content tool when the mouse pointer is

positioned over a spot where a picture box handle and picture content handle overlap,

only the picture is resized or rotated. If you want to move the item handle, select the

Item tool.

Understanding Bézier shapes

Before reshaping Bézier boxes and lines, make sure you understand the following

definitions.

Point: A point connects line segments and defines where line segments start and end.

Points connecting curved line segments have curve handles that control the shape of

the curves. QuarkXPress offers three types of points: Corner, smooth, and symmetrical.

Corner point: A corner point connects two straight lines, a straight line and a curved

line, or two noncontinuous curved lines. With curved lines, the corner point's curve

handles can be manipulated independently, usually to form a sharp transition between

the two segments:

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Examples of corner points

Smooth point: A smooth point connects two curved lines to form a continuous curve.

The curve handles always rest on a straight line through the point, but they can be

distanced independently:

A smooth point

Symmetrical point: A symmetrical point connects two curved lines to form a continuous

curve. The result is similar to a smooth point, but the curve handles are always

equidistant from the point:

A symmetrical point

Curve handles: Curve handles extend from either side of a point and control a curve's

shape:

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Curve handles (upper left)

Line segments: Line segments are straight or curved line sections positioned between

two points:

Line segments

When the Select Point tool is positioned over an active Bézier box or line, various

pointers display indicating whether you can select a point, the curve handles, or a line

segment. Click and drag using the pointers to reshape the Bézier box or line.

• To change the shape entirely, choose a different option from the Item > Shape

submenu.

•

To add a point to a Bézier box while working with the Bézier Pen tool , click a

line segment. Alternatively, you can use the Add Point tool .

•

To remove a point from a Bézier box while working with the Bézier Pen tool ,

click the point. Alternatively, you can use the Remove Point tool .

• To convert a point to another type of point while working with the Bézier Pen

tool , Option+click/Alt+click the point. Alternatively, you can use the Convert

Point tool .

• To move a point or change the shape of a line segment while working with the

Bézier Pen tool , Command+drag/Ctrl+drag the point or line segment.

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• To select curves or points so that you can move them or delete them, use the

Select Point tool . Press Shift and click to select multiple points.

Option+click/Alt+click a point to make it symmetrical.

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

drag.

Drop Shadow XTensions software

With Drop Shadow XTensions software, you can apply automatic feathered drop

shadows to items and text in a layout.

There are two ways to apply drop shadow effects to active items: Using the Drop

Shadow tab of the Measurements palette and using the Drop Shadow pane of the

Modify dialog box (Item menu). In either case, however, the options are as follows:

• Angle field: Enter a value between 180° and –180° in .001 increments to specify

the angle of the "light source" causing the drop shadow.

• Synchronize Angle check box: Check this to synchronize the angle with other

drop shadows in the layout for which this feature is checked. Changing the Angle

value of any drop shadows for which Synchronize Angle is checked will affect

all of the drop shadows for which the box is checked.

• Distance field: Enter an offset value for the item; the drop shadow offset is

measured from the upper left corner of the item's bounding box.

• Scale field: Enter a value from 0 to 1,000% to specify the size of the drop shadow

in relation to the original item.

• Blur field: Enter a value to specify how blurry the edges of the drop shadow are,

with higher values creating fuzzier edges.

• Skew field: Enter a value between –75° and 75° to slant the drop shadow at a

certain angle.

• Color, Shade, and Opacity: Choose a color from the drop-down menu and enter

values in the fields to specify color, shade, and opacity of the drop shadow.

• Multiply Drop Shadow: This setting controls how the shadow is combined with

its background. When this box is checked, the shadow color is combined with

the background color or colors using a "multiply" blending mode, producing a

darker result (similar to an overprint). When this box is unchecked, the color of

the background is combined with the color of the shadow to create the

intermediate shades you see on screen. In general, this box should be checked

when the shadow is black (regardless of shade or opacity) but unchecked when

the shadow is a lighter color.

• Inherit Item's Opacity: Check this to have the drop shadow reflect different

opacities in the item, such as differences in the box background and frame.

• Item Knocks Out Drop Shadow: Check this to prevent a shadow from displaying

through semi-opaque areas of an item — to keep a shadow from peeping through

its box, for example.

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• Runaround Drop Shadow: Check this to include a drop shadow with the text

wrap contour specified in the Runaround pane (Item > Modify). The runaround

Outset value is measured from the edges of the drop shadow. For example, if text

is wrapping around a rectangular pull-out quote with a drop shadow, text will

not overlap the drop shadow when Runaround Drop Shadow is checked.

To create text with a drop shadow, put the text in a box with a background of None,

and apply the drop shadow to the box.

When you apply drop shadows to several non-grouped items, the items can cast

shadows on each other if they overlap. When you apply a drop shadow to a group,

however, the group as a whole casts a single shadow.

Item Find/Change XTensions software

This XTensions software adds the Item Find/Change palette to QuarkXPress (Edit >

Item Find/Change). You can use this palette to perform find-change operations on

text boxes, picture boxes, no-content boxes, lines, and text paths. You can find and

change attributes including location, shape, color, opacity, frame style, picture scale,

number of columns, and more.

The Item Find/Change palette

Item Find/Change does not support tables.

The Item Find/Change palette works as follows:

• Tabs across the top display the type of attributes you can search for: Box, Box

Color, Frame, Line, Picture, Text, and Drop Shadow. The attributes in each

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pane correspond to attributes in the Modify dialog box (Item menu) for each

type of item.

• Each pane contains two sides: Find What and Change To. You check the attributes

you're searching for on the Find What side, and then check those attributes you

want to change on the Change To side of the palette. You c an search on attribu tes

in multiple panes at the same time.

• The palette menu lets you put the selected item's attributes into the Find What

side of the palette. You can specify options in all the panes in the Item

Find/Change palette by choosing Acquire All Attributes or complete one pane

at a time by choosing Acquire Panel Attributes. You can use Clear All Attributes

and Clear Panel Attributes to clear panes.

• The Summary pane summarizes the settings in all of the panes.

• The check boxes at the bottom of the palette let you restrict your search to specific

types of items. To find and replace all types of items, leave all of these boxes are

unchecked.

• When you click Find Next, Item Find/Change searches the entire layout from

start to finish. To limit a search to the active spread, Option/Alt+click the Find

Next button.

Working with boxes

There are three types of boxes: Text boxes, picture boxes, and no-content boxes (boxes

with a content of None). All three box types can contain color, shades, blends, and

frames. When you draw a text box, picture box, or no-content box, the available

controls correspond to the box type you create. But you can import text into picture

boxes that contain pictures, and you can import pictures into text boxes that contain

text. In addition to changing content type, you can change the shape and other

attributes of a box.

Creating text and picture boxes

There are three ways to create boxes:

• To create a no-content box (a box that can be changed into a picture box or a text

box), click and drag with the Rectangle Box tool , the Oval Box tool , or the

Starburst tool . You can declare text content by pressing T as you draw a

no-content box. You can declare picture content by pressing R as you draw a

no-content box.

• To create a rectangular text or picture box, click and drag with the Text Content

tool or Picture Content tool .

•

To create a Bézier box, use the Bézier pen tool . For more information, see

"Creating Bézier boxes."

To constrain rectangular boxes to squares and oval boxes to circles, press Shift while

you drag.

You can create boxes with the following tools:

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To change a no-content box into a text box, press Command+E/Alt+E and import a

text file.

To change a no-content box into a picture box, press Command+E/Alt+E and import

a picture file.

You can change the corner type of rectangular boxes to rounded, concave, and beveled

corners using the Item > Shape submenu or the Box Corner Style drop-down menu

in the Measurements palette. You can add and alter rounded corners by entering

values in the Box Corner Radius field in the Home/Classic tab of the Measurements

palette. On Windows, you can also enter values in the Corner Radius field (Item >

Modify > Box tab).

Creating Bézier boxes

The Bézier Pen tool lets you draw multi-sided Bézier boxes and lines that can have

straight and curved line segments (see "Understanding Bézier shapes").

For another way to make uniquely shaped boxes, see " ShapeMaker XTensions software."

To draw a Bézier box:

1

Select the Bézier Pen tool from the Tools palette. Move the Crosshair pointer to

any position on the page and click to establish the first point.

2

Move the pointer to where you want the next point positioned. To constrain pointer

movement to a 45-degree angle relative to the page, press Shift.

3

Click to create points and line segments.

• Clicking a point without dragging creates a straight line and corner point. To

create a curved line segment and smooth point, click and drag wherever you want

the next point positioned. A point with two curve handles displays. You can

control the curve's size and shape by dragging a curve handle. Press Option/Alt

while dragging a smooth point to create a curved segment and corner point.

4

If desired, edit the Bézier shape while you are still drawing it.

• To add a point to an existing segment of the shape, click the line segment where

you want the point to be.

• To delete a point from the active shape while you are drawing it, click the point.

5

To close the box, close the path by positioning the mouse pointer over the beginning

of the line and then click when the Close Box pointer displays.

When any of the drawing tools are active, you can press Command/Ctrl to temporarily

switch to the Select Point tool. When the Select Point tool is active, you can press

Command+Option/Ctrl+Alt to temporarily switch to the Item tool.

You can join, extend or close existing open paths. For more information see "Joining,

extending and closing open paths".

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Resizing boxes

You can resize any box by modifying the size of its bounding box. A bounding box is

a nonprinting, rectangular shape that encloses every box. The box's item handles

demarcate the bounding box. The best way to view the bounding box clearly is to use

the Item tool to select item handles on a Bézier box.

You can resize active boxes using any of the following methods:

•

Select the Item tool or a Content tool and move the mouse pointer over

a selected box's item handle to display the Resizing pointer. Click and drag the

handle to a new location to reduce or enlarge the box. Press Shift to maintain the

box's aspect ratio. Press Option/Alt to resize the box from the center. Press

Command/Ctrl to resize the box contents along with the box.

• Enter values in the W and H fields of the Home/Classic or Space/Align tabs of

the Measurements palette to change the width and height, and then press

Return/Enter.

• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), and then click

the Box tab. Enter values in the Width and Height fields to precisely change the

size of a box, and then click OK.

You can lock a box's proportions, so that you don't have to press Shift to maintain the

aspect ratio. For more information, see "Locking box and picture proportions."

Locking box and picture proportions

To lock the selected box's proportions, display the Home/Classic tab of the

Measurements palette and click the proportion lock control next to the W and H

fields. If this control is locked, QuarkXPress maintains the item's aspect ratio during

resizing operations. On Windows, you can also lock box proportions in the Box tab of

the Modify dialog box.

The proportion lock controls in the unlocked (top) and locked (bottom) states

To lock the proportions of the picture in the selected box, display the Home/Classic

tab of the Measurements palette and click the proportion lock control next to the

X% and Y% fields. If this control is locked, QuarkXPress maintains the picture's aspect

ratio during resizing operations. On Windows, you can also lock box proportions in

the Picture tab of the Modify dialog box.

To use the proportion-locking feature with the Item Find/Change feature, display the

Box or Picture tab of the Item Find/Change palette (Edit menu), then check or

uncheck Proportions in the Find What or Change To area.

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To use the proportion-locking feature with item styles, display the Box or Picture tab

of the Edit Item Style dialog box (Edit > Item Styles) and check Proportions.

Reshaping boxes

You can change the shape of a box in three ways:

• You can change the shape entirely by choosing a different option from the Item >

Shape submenu.

• (Windows only) You can add and alter rounded corners to rectangular boxes by

entering values in the Corner Radius field (Item > Modify > Box tab).

• You can use the Box Corner Radius field in the Home/Classic or Space/Align

tab of the Measurements palette.

• You can reshape Bézier boxes by repositioning points, curve handles, and line

segments. For more information, see "Understanding Bézier shapes."

Adding frames to boxes

Frames are decorative borders that can be placed around any type of box. To access

frame controls for active boxes:

• (Windows only) Choose Item > Frame to display the Frame tab of the Modify

dialog box.

• Display the Frame tab of the Measurements palette.

Use the controls in these tabs to specify a frame style, width, color, and opacity. If the

frame style contains gaps, you can also specify gap color and opacity.

You can also create your own frame styles in the Dashes and Stripes dialog box (Edit

menu) and specify frame settings in an Item Style. For more about Item Styles, see

"Item Styles XTensions software."

Applying colors to boxes

To apply a background color to active boxes, do one of the following:

• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), click the Box tab,

and then use the controls in the Box area.

• Display the Colors palette (Window > Colors), click the Background Color

button , and then use the controls in the palette.

• Use the controls in the Home/Classic tab of the Measurements palette.

The controls available in these tabs and palette are as follows:

• Box or Background Color: Lets you specify the background color for the box.

• Shade: Lets you specify the tint of the background color (0% = white, 100% = full

color).

• Opacity: Lets you control the transparency of the box background (0% = fully

transparent, 100% = fully opaque).

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You can also specify box color in an Item Style. For more about Item Styles, see "Item

Styles XTensions software."

Applying blends to boxes

A blend is a gradual transition from one color to another. To apply a blend to the

background of active boxes, see Creating multi-color blends".

Merging and splitting boxes

Options in the Merge or Split Paths submenu (Item menu) let you create complex

Bézier boxes from existing boxes. For example, if a rectangular box overlaps an oval

box, you can select the submenu and choose an option that will create a single box

with the same content. If you merge two picture boxes, one picture will display in the

combined box. If you merge two text boxes, the text flows as one story through both

boxes.

To use the Merge feature, select two items and then choose one of the following

options from the Merge or Split Paths submenu:

• The Intersection command retains any areas where items overlap the back item,

and removes the rest.

• The Union comma nd combine s all the item s into one b ox, retainin g all overl apped

areas as well as non-overlapped areas.

• The Difference command deletes the front items. Any overlapping areas will be

cut out.

• The Reverse Difference command deletes the back item. Any overlapping areas

will be cut out.

• The Exclusive Or command leaves all of the shapes intact but cuts out any areas

where there is overlap. If you want to edit the points surrounding the cut-out

area, you will notice that there are now two points at every location where two

lines originally crossed.

• The Combine command is similar to the Exclusive Or command, but if you look

at the points surrounding the cut-out area, you will notice that no points were

added where two lines intersect.

• The Split command either splits a me rged box into sepa ra te boxes, splits a complex

box that contains paths within paths into separate boxes, or splits a box that

contains a border that crosses over itself (such as a figure eight). To use this feature,

select two items and then choose one of the following options from the Merge

or Split Paths submenu.

• The Outside Paths command works with a merged box that contains several,

non-overlapping shapes. Outside Paths keeps all the outside path information

and divides non-overlapping outside paths into separate boxes.

• The All Paths comm and creates sep arate boxes out of every shape within a complex

box.

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Adding text and pictures to boxes

To add text to a box, choose the Text Content tool , double-click the box, and then

either start typing, paste text copied from elsewhere, or choose File > Import.

To place a picture in a box, select the box with the Picture Content tool and then

either paste a picture copied from elsewhere or choose File > Import.

Changing box type

To convert a selected box to a different type, choose Picture, Text, or None from the

Content submenu (Item menu). However, you can also change a text box to a picture

box by choosing File > Import and selecting a picture. You can change a picture box

to a text box by choosing File > Import and selecting a text file.

To convert a selected text box to a text path, choose a line shape from the Item >

Shape submenu.

When you select a Box tool, you can use the following modifier keys to create text or

picture boxes:

• Press T as you draw to create a text box.

• Press R as you draw to create a picture box.

Creating a box from a clipping path

If a picture box has an associated clipping path (embedded or automatically created),

you can create a new box that has the shape of that clipping path by selecting the

picture box and choosing Item > New Box From Clipping.

Super Step and Repeat XTensions software

You can use Super Step and Repeat to transform items as you duplicate them by scaling,

rotating, and skewing the items.

Using Super Step and Repeat

Use Super Step and Repeat to quickly and easily duplicate items while rotating, scaling,

or skewing them. To use Super Step and Repeat:

1

Select a picture box, text box, text path, or line.

• To specify the number of times you want the item to be duplicated, enter a number

from 1 to 100 in the Repeat Count field.

• To specify the horizontal placement of copies relative to the original item, enter

a value in the Horizontal Offset field. A negative value places copies to the left

of the original; a positive value places copies to the right of it.

• To specify the vertical placement of copies relative to the original item, enter a

value in the Vertical Offset fiel d. A n eg at ive value places copies above the original;

a positive value places copies below it.

• To rotate each duplicated item, specify the rotation value for each item in degrees

in the Angle field. For example, if you enter 10, the first duplicated item will be

rotated 10 degrees from the original item; the second duplicated item will be

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rotated 20 degrees from the original item; and so on. The rotation is

counterclockwise from the original item.

• To specify the thickness of either the final duplicated frame (for a picture box or

text box), or the final duplicated line (for a text path or line), enter a point value

in the End Frame/Line Width or End Line Width field.

• When duplicating a box or a line, enter a value from 0% to 100% in the End Box

Shade or End Line Shade field to specify the background color shade in the final

duplicated box or the line color shade of the final duplicated text path or line.

• When duplicating a box that has a blended background, the End Box Shade 2

field is enabled. Enter a value from 0% to 100% in the End Box Shade 2 field to

specify the second background shade for the blend in the final duplicated box.

• To specify the scale of the final duplicated picture box, text box, text path, or

line, enter a value from 1% to 1000% in the End Item Scale or End Line Scale

field.

• To skew a duplicated box, enter a value from 75° to –75° in the End Item Skew

field to specify the skew or slant of the final duplicated box.

• To scale the contents of a picture box, text box, or text path scaled to fit the

duplicate boxes, check Scale Contents.

• To specify the point around which rotation or scaling will take place for the item,

choose an option from the Rotate & Scale Relative To drop-down menu. Note

that Selected Point is available as a choice in the Rotate & Scale Relative To

drop-down menu only when a point on a Bezier item is selected.

2

Click OK.

ShapeMaker XTensions software

With ShapeMaker XTensions software, you can create a wide variety of intricate shapes.

You can create new shapes from scratch, or apply new shapes to existing boxes.

To display the ShapeMaker dialog box, choose Utilities > ShapeMaker.

The ShapeMaker dialog box provides tabs that let you create various types of shapes.

All of the tabs have the following controls:

• Item: Lets you choose whether you want to create a text box, picture box,

no-content box, text path, or rule path.

• Width and Height: Lets you specify the width and height of the box or path. If

you have an item or items selected when you choose Utilities > ShapeMaker,

these values are filled in automatically to match the selected item or items.

• Columns and Gutters: When Text Box is selected from the Item menu, you can

use these fields to specify how many columns the text box should have and how

wide their gutters should be.

• Lines and Spacing: When Text Path is selected from the Item menu, you can

use these fields to specify how many lines to create and how far apart they are.

(If a box is selected and Lines is set to zero, the application will create as many

paths as are necessary to fill the area described by that box.)

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• Alter Current Box: If a box is selected when you choose Utilities > ShapeMaker,

the application updates the shape of that box instead of creating a new item.

The controls in the tabs are described in the topics below.

ShapeMaker Waves tab

The Waves tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you create

boxes with wavy sides. To use this tab, describe the waves you want to use in the Wave

1 and Wave 2 areas, then assign them to the four sides of the box using the controls

in the top part of the tab.

Waves tab of ShapeMaker dialog box

The controls in this tab are as follows:

Top, Left, Bottom, and Right: These controls let you configure the four sides of the

box. You can choose Wave 1, Wave 2, or Flat.

Reset: Makes all four sides of the box flat.

L-R: Applies the Wave 1 setting to the left and right sides of the box.

T-B: Applies the Wave 1 setting to the top and bottom of the box.

All: Applies the Wave 1 setting to all sides of the box.

Keep waves parallel: Keeps waves on either side of the box parallel with one another.

The controls in the Wave 1 and Wave 2 areas let you choose which type of wave to

use, the frequency of the wave, the phase (starting point) of the wave, and the

amplitude (depth) of the wave.

ShapeMaker Polygons tab

The Polygons tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you

create polygonal boxes.

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Polygons tab of ShapeMaker dialog box

The controls in this tab are as follows:

The Type drop- down menu lets y ou choose what type of polygo n to create. The controls

immediately under this drop-down menu change depending on what type of polygon

is selected.

• Regular polygons: Lets you specify how many sides the polygon has.

• Stars: In addition to specifying how many sides the polygon has, you can specify

the radius of the space inside the spikes and superimpose a secondary star at a

different size.

• Polygrams: Similar to Stars, but instead of specifying a radius, you can control

the way the sides line up with each other with the Point Skip field.

• Spirograms: Similar to Polygrams, but creates only an outline.

• Random polygons: Lets you create polygons with randomized sides

• Golden rectangle: Lets you create a polygon with the golden ratio (approximately

1:1.618).

• Double square: Lets you create a polygon in the shape of two adjacent squares.

Edges: Lets you control whether the edges of the box are flat or curved. If you choose

an option other than Flat, you can indicate the curvature of the sides with the

Curvature controls. If you choose one of the Swirl options, you can indicate the

direction of the swirl with the Orientation controls.

Randomize Points: Lets you control the degree of randomness in the shape, from 0

(none) to 100 (maximum).

New Random: Applies some randomness to the shape.

ShapeMaker Spirals tab

The Spirals tab of the ShapeMaker dialog box ( Utilities > ShapeMaker) lets you create

spiral shapes.

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Spirals tab of ShapeMaker dialog box

The controls in this tab are as follows:

Type: Lets you choose Archimedes (an evenly spaced circular spiral), Golden Spiral

(a spiral built with the golden ratio), or Custom (this makes the Winds field available,

so you can control how many times the spiral goes around).

Rate: Lets you control how quickly the width of the spiral increases.

Clockwise and Counterclockwise: Lets you control the direction of the spiral.

Segments per wind: Lets you control how circular the spiral is.

Smoothness: Lets you control how smooth the spiral is. You can get a harder-edged

shape by lowering the Segments per wind value and decreasing the Smoothness

value.

ShapeMaker Rectangles tab

The Rectangles tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you

create rectangular boxes with customized corners.

Rectangles tab of ShapeMaker dialog box

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In this tab, you can separately configure each corner of the box by unchecking Same

for all, or check Same for all and configure al l f our corners with a single set of controls.

Whichever way you do it, you can use the drop-down menu to specify a corner type

(Normal, Rounded, Beveled, Concave, Pointed, or Inset) and a diameter (for options

that involve a diameter).

Curvature: Controls how curved the corners are if you select an option that includes

curvature.

Balance: For some options, lets you control whether the corners lean toward the sides

of the box or toward the top.

Radial: For some options, lets you control whether the corners of the box are aligned

with the center of the box or not.

ShapeMaker Presets tab

The Presets tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you store

settings that you like so that you can reuse them later.

Presets tab of ShapeMaker dialog box

To store all of the settings in all tabs of the ShapeMaker dialog box, enter a name in

the Name field and click Save. An entry is added to the list on the left, with an image

of the shape from the last tab you were looking at.

To load a set of saved settings, select it in the list on the left, click Use Settings, then

go to the desired tab and create the shape you want.

To replace the settings stored with an entry, select the entry and click Replace.

To delete an entry, select it and click Delete.

To rename an entry, select it and click Rename.

To restore all tabs of the ShapeMaker dialog box to the settings they had when you

opened the dialog box, click Revert All.

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Working with lines

There are two types of lines: Straight and Bézier lines. You can apply colors and line

styles to any type of line.

Creating lines

To create a line, first select the Line tool from the Tools palette and move the

Crosshair pointer to any position on the page. Click and drag to draw the line.

You can constrain a line to 0, 45, or 90 degrees by pressing Shift while you draw it.

You can also create orthogonal lines using the Orthogonal Line tool

Creating Bézier lines

The Bézier Pen tool lets you draw multi sided Bézier boxes and lines that can have

straight and curved line segments (see "Understanding Bézier shapes").

To draw a Bézier line:

1

Select the Bézier Pen tool from the Tools palette. Move the Crosshair pointer to

any position on the page and click to establish the first point.

2

Move the pointer to where you want the next point positioned. To constrain pointer

movement to a 45-degree angle relative to the page, press Shift.

3

Click to create a point and line segments.

• To make a curved line segment, click and drag wherever you want the next point

positioned. A point with two curve handles displays. You can control the curve's

size and shape by dragging a curve handle.

• To make a corner point, press Option/Alt before you click. If you click and hold,

you can control the radius of the corner point by dragging a curve handle.

• To add a point to an existing segment of the shape, click the line segment where

you want the point to be.

• To delete a point from the active shape while you are drawing it, click the point.

4

To finish the line, double-click.

When any of the drawing tools are active, you can press Command/Ctrl to temporarily

switch to the Select Point tool. When the Select Point tool is active, you can press

Command+Option/Ctrl+Alt to temporarily switch to the Item tool.

Line modes for orthogonal lines

There are four line modes: Endpoints, Left Point, Midpoint, and Right Point.

Depending on the mode you choose in either the Line tab (Item > Modify) on

Windows, or the Measurements palette (Home/Classic or Space/Align tabs), line

length and position will be described differently.

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• Endpoints mode: The X1 field indicates the horizontal position of the first

end-point; the Y1 field indicates the vertical position of the first end-point. The

X2 field indicates the horizontal position of the last end-point; the Y2 field

indicates the vertical position of the last end-point.

• Left Point mode: The X1 field indicates the horizontal position of the leftmost

end-point; the Y1 field indicates the vertical position of the leftmost end-point.

• Midpoint mode: The XC field indicates the horizontal position of the midpoint

of the line; the YC field indicates the vertical position of the midpoint of the line.

• Right Point mode: Th e X2 field indicates the horizontal po sition of the righ tmost

end-point; the Y2 field indicates the vertical position of the rightmost end-point.

Resizing lines

You can resize active straight lines using any of the following methods:

•

Select the Item tool and move the Arrow pointer over an Understanding handles

to display the Resizing pointer. Click and drag the handle to a new location to

reduce or extend the length of the line.

• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), then click the

Line tab. Click the Mode drop-down menu to display the four mode options (see

"Line modes for orthogonal lines"). Choose Left Point, Midpoint, or Right Point

to display a Length field. Enter values in the Length field to precisely change the

length of a line, then click OK.

• Choose either Left Point, Midpoint, or Right Point from the Line Mode

drop-down menu in the Home/Classic or Space/Align tab of the Measurements

palette to display the L (Length) field. To precisely change the length of a line,

enter a value in the L field, then press Return/Enter.

You can resize any Bézier line by modifying the size of its bounding box. To do so,

make sure Item > Edit > Shape is unchecked, and then resize the line as if it were a

box.

Reshaping lines

You can change the shape of a line in the following ways:

• You can change the shape entirely by choosing a different option from the Item >

Shape submenu.

• You can reshape Bézier lines by repositioning points, curve handles, and line

segments. For more information, see "Understanding Bézier shapes."

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

drag.

Controlling line appearance

To control the appearance of active lines, use the controls in the following places:

• Home/Classic tab of the Measurements palette

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• (Windows only) Line tab of Modify dialog box (Item menu)

• Colors palette (Window menu) — for line color only

In addition to color, shade, and opacity, you can control the following characteristics

for lines:

• Line style: This option lets you control the general appearance of a line. Several

line styles are included by default, and you can add new ones with the Dashes &

Stripes dialog box (Edit menu).

• Width: You can specify the width of lines in any measurement system. You can

also specify a Hairline width; the printed width of a hairline rule is .125 pt on a

PostScript imagesetter, with a wider value on some laser printers.

• Arrowheads: You can apply arrowheads to lines using the Arrowheads drop-down

menu.

You can also specify line appearance in an Item Style. For more about Item Styles, see

"Item Styles XTensions software."

Joining lines

You can merge two lines into one by selecting the Item tool , selecting the lines,

and choosing Item > Merge > Join Endpoints. The Join Endpoints command is

available when the endpoints of lines or text paths are within six points of each other.

Joining, extending and closing open paths

You can click an endpoint of an existing shape and it selects that point and goes into

regular draw mode, so the next click adds a new point and a segment to the selected

line. You can add as many segments as you need.

Double-click and endpoint to finish the line as an open path.

Click an opposite endpoint to close the path (just like during the original draw

operation).

While drawing, if you click the endpoint of another open path then the path being

drawn and the path just clicked become joined. Using these techniques together, you

can begin to extend one path, and end up joining it with another.

Manipulating items

Items can be cut and then pasted in new locations, locked so they cannot move,

duplicated once or many times, stacked to create unusual visual effects, and

manipulated in other ways.

Selecting items

To manipulate items, you must first select them. Once selected, most kinds of items

display outlines and handles for reshaping.

To select an item, first select the Item tool , the Text Content tool , or the Picture

Content tool and move the Arrow pointer over an item. Click once to select a single

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item or Shift+click individual items to select more than one item at a time. You can

also select multiple items by selecting the Item tool and drawing around an area

that contains the items.

(Windows only) With the Item tool selected, if you double-click a text box, the

Modify dialog box displays. If you double-click an empty picture box with the Picture

Content tool selected, the Import dialog box displays. If the picture box contains

a picture, the Picture Content tool is selected and the Edit Original dialog box

displays .

To deselect an active item, click outside it. When the Item tool is selected, you can

press Tab to deselect any active items.

Moving items

You can move items by:

• (Windows only) Entering values in the Origin Across and Origin Down fields in

the Modify dialog box (Item menu).

• Entering values in the X and Y fields on the Home/Classic tab in the

Measurements palette.

•

Manually moving items using the Item tool . If you hold down the mouse before

moving a box or text path, you can see the contents as you move the item. You

can also "nudge" items by selecting the Item tool and pressing an arrow key on

your keyboard.

The box's item handles demarcate the bounding box. The best way to view the bounding

box clearly is to use the Item tool to select item handles on a Bézier box.

Cutting, copying, and pasting items

When the Item tool is selected, the Cut, Copy, and Paste commands (Edit menu)

are available for active boxes, lines, and text paths. Choose Edit > Paste

(Command+V/Ctrl+V) to place a copy of the items contained on the Clipboard in the

center of the project window.

When the Item tool is selected, you can remove items with the Delete command.

Deleted items are not copied to the Clipboard.

Controlling the stacking order of items

When two or more items overlap, each is either positioned in front of or behind the

other item. The term "stacking order" refers to the front-to-back relationship of the

various items on a page. Each item you create occupies its own level in the stacking

order. Every new item you create becomes the front item.

The Item menu includes commands that let you control item stacking order.

• Choose Item > Send to Back to move an item to the back of the page or layer.

• Choose Item > Bring to Front to move an item to the front of the page or layer.

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• To move an item one level backward in the page or layer on Mac OS X, press

Option and choose Item > Send Backward. On Windows, choose Item > Send

Backward.

• To move an item one level forward in the page or layer on Mac OS X, press Option

and choose Item > Bring Forward. On Windows, choose Item > Bring Forward.

In a document with layers, the layers themselves are in a particular stacking order;

within each layer, each item has its own relationship to the stacking order. When you

use the Send to Back, Send Backward, Bring to Front, and Bring Forward com mands

(Item menu), the stacking order of the items is altered within the layer.

To activate an item that is hidden behind other items, select the Item tool and press

Command+Option+Shift/Ctrl+Alt+Shift while you click repeatedly at the point where

multiple items overlap. Pressing Command+Option+Shift/Ctrl+Alt+Shift while clicking

will successively activate items from the front of the stacking order to the back.

Grouping items

You can combine multiple items on a page or spread into a single group. Grouping

items is useful when you want to select or move several items simultaneously. You

can move, cut, copy, duplicate, and perform a number of other functions on a group.

For example, you can group all the items that compose a publication masthead; once

grouped, you can modify or move the entire group as you would a single box, line, or

text path.

After you create a group, you can still edit, resize, and reposition individual items while

maintaining the group relationship. You can also place a copy of a group into an open

QuarkXPress library for use in other documents.

Items can be grouped when two or more items (lines, boxes, text paths, or other groups)

are active. To select multiple items with the Item tool , either Shift+click each item

or draw a marquee around the items you want to group. Choose Item > Group

(Command+G/Ctrl+G) to place multiple selected items into a single group.

You can group groups, and multiple-select a group (or groups) along with individual

boxes, lines, and text paths to create a larger group.

With the Item tool selected, you can move, cut, copy, paste, duplicate, rotate, and

color a group. With the Text Content tool or Picture Content tool selected, you

can manipulate individual items as you would any ungrouped item.

To move an item within a group, press Command/Ctrl and select the item with the

Item tool , the Text Content tool , or the Picture Content tool .

(Windows only) If an active group contains the same kind of items (for example, all

picture boxes), the Modify dialog box will include a tab (or tabs) that refer specifically

to those items. If an active group contains a variety of items, the Modify dialog box

may display only a Group tab.

(MAC OS X only) The acti ve fields in the Measurement palette tab s w ill affect the active

group.

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Choose Item > Ungroup (Command+U/Ctrl+U) to ungroup a single group, or Item

> Ungroup All to ungroup every group in a group that contains other groups.

Resizing grouped items

To resize every item in a group simultaneously, click and drag the group's item handles.

If you press Command+Shift/Ctrl+Shift while resizing a group, all frame widths, line

weights, pictures, and text are resized proportionally. If you press Command/Ctrl while

resizing a group, frame widths, pictures, and text are still resized, but not proportionally.

Duplicating items

QuarkXPress lets you make single or multiple copies of boxes, lines, and text paths.

Create a single copy of a selected item using the Duplicate command (Item menu).

You can also press Option/Alt while dragging an item or group to create a duplicate.

The Super Step and Repeat featur e is useful for laying out de sign elements that conta in

a number of evenly spaced copies of an item. Create multiple copies of an item and

specify the distance between them using the Super Step and Repeat command (Item

menu).

For another way to make uniquely shaped boxes, see " ShapeMaker XTensions software."

Spacing and aligning items

You can control the position of multiple selected items relative to one another using

the Item > Space/Align subme nu or the Space/Align ta b of the Measurements pal ette.

You can choose from among eight spacing and six alignment options in the

Measurements palette, and you can specify alignment relative to selected items, the

page, or (for Print layouts with facing pages) the spread. The Item > Space/Align

submenu includes the "Item relative" and "Page relative" modes described below. The

Measurements palette also includes a third mode called "Spread relative."

The space/align modes are as follows:

•

Item relative mode positions items relative to the uppermost active item, which

does not move. The uppermost item is determined by the location of the item's

top edges. If two or more items have the same top edges, then items are spaced

from the leftmost item.

•

Page relative mode positions items relative to the page edges (left, right, top, or

bottom).

•

Spread relative mode is available for active Print layouts that include facing pages.

Assume that you have opened a layout with a spread and then selected an item

on a left page and another item on the right page. If you then click the Spread

relative mode icon in the Measurements palette and choose Space horizontal

centers , the selected items position themselves on the far-left and far-right

sides of the spread.

Rotating items

To rotate active items, do one of the following:

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•

Select the Item tool and move the mouse over a corner handle. When the

Rotation pointer displays, click to establish a rotation point; then drag in a circular

motion to rotate the item. The Arrowhead pointer and the item's position will

display as you drag. If you press the Shift key when rotating, movements are

constrained to 45-degree angles.

• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), enter a value in

the Angle field, and click OK.

•

Enter a value in the field on the Measurements palette (Home/Classic and

Space/Align tabs) and press Return/Enter.

To rotate a straight line, choose either Left Point, Midpoint, or Right Point from the

Mode drop-down menu (Modify dialog box or Measurements palette) to display the

Angle field.

Skewing items

To skew active items within bounding boxes:

• (Windows only) Choose Item > Modify (Command+M/Ctrl+M); then click the

Box tab. Enter a value in the Skew field.

• Enter a value in the Box Skew field o n the Home/Classic tab of the Measurement

palette.

Positive values slant items to the right; negative values slant them to the left.

Locking and unlocking items

Locking lets you protect items and content from accidental changes. You can do the

following:

• To prevent an item's size and position from being changed (and to prevent the

item from being deleted), check Item > Lock > Position.

• To prevent an item's contents from being edited, check Item > Lock > Story or

Item > Lock > Picture.

To unlock selected items, uncheck the appropriate option in the Item > Lock submenu.

Alternatively, on Windows, choose Item > Modify and click the lock icon next to

a field.

Anchoring items and groups in text

You can anchor an item or group so that it flows as a character within text. To anchor

an item or group within text, use the Item tool to select the item or group you want

to anchor and choose Edit > Copy (Command+C/Ctrl+C) or Edit > Cut

(Command+X/Ctrl+X). Then, with the Text Content tool selected, place the text

insertion point at the point in text where you want to anchor the item or group and

choose Edit > Paste (Command+V/Ctrl+V).

QuarkXPress also provides support for nested anchors (i.e an anchored item can contain

a further anchored item to the nth level).

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Working with callouts

The Callouts feature lets you create floating boxes that always display on the same

page or spread as the content they pertain to. For example:

• You can create figures with pictures and text that follow their references from

page to page.

• You can create pull quotes that can automatically move to a different page with

their source text.

• You can create "floating" icons that sit in the space to the left of a paragraph to

indicate that the paragraph is a tip, a note, a warning, and so forth.

For more information, see the topics below.

Understanding callouts

A callout is a floating box that always displays on the sa me pa ge or spread as the content

it pertains to. Each callout is anchored to a particular spot in a text story called a callout

anchor. A callout anchor flows along with text like a character. When a callout anchor

moves to a new page or spread, the callout moves with it. When guides are displayed,

a line links each callout anchor with its associated callout (if any).

A callout anchor with its associated callout

A callout's position in a layout is based on two things:

• The location of its callout anchor. A callout is always on the same page or spread

as its callout anchor.

• The callout anchor's settings. You can position a callout relative to the spread,

the page, the box or cell that contains the callout anchor, the paragraph that

contains the callout anchor, or the callout anchor itself.

For example, you can configure a callout so that its horizontal location is always against

the outside margin, but its vertical location is always aligned with the paragraph that

contains its callout anchor. The settings for such a configuration look like this:

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