Quark QuarkXPress - 2017 User Manual

A Guide to QuarkXPress
2017

CONTENTS

Contents

About this guide.........................................................................15

What we're assuming about you.....................................................................15

Where to go for help.......................................................................................15

Conventions....................................................................................................15

Technology note..............................................................................................16

The user interface.......................................................................18

Tools................................................................................................................18

Scissors tool.............................................................................................................21

Starburst tool...........................................................................................................22

ShapeMaker tools....................................................................................................22

Menus..............................................................................................................41

QuarkXPress menu (Mac OS X only).......................................................................41

File menu.................................................................................................................42

Edit menu................................................................................................................42

Style menu...............................................................................................................44

Item menu...............................................................................................................47

Page menu..............................................................................................................49

Layout menu............................................................................................................49

Table menu.............................................................................................................50

View menu...............................................................................................................51

Utilities menu...........................................................................................................52

Window menu.........................................................................................................54

Help menu ..............................................................................................................56

Context menus................................................................................................56

Palettes...........................................................................................................56

Advanced Image Control palette............................................................................58

Books palette..........................................................................................................58

Callout Styles palette..............................................................................................59

Colors palette..........................................................................................................59

Conditional Styles palette.......................................................................................59

Content palette.......................................................................................................59

Content Variables palette.......................................................................................60

Footnote Styles palette...........................................................................................60

Glyphs palette.........................................................................................................61

Gradients palette....................................................................................................62

Grid Styles palette...................................................................................................62

Guides palette.........................................................................................................63

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HTML5 Palette.........................................................................................................63

Hyperlinks palette...................................................................................................63

Image Editing palette..............................................................................................64

Index palette...........................................................................................................64

Item Styles palette...................................................................................................65

Layers palette..........................................................................................................65

Lists palette.............................................................................................................65

Measurements palette.............................................................................................66

Measurements palette - Mac OS X.........................................................................66

Measurements palette - Windows...........................................................................68

Page Layout palette................................................................................................70

Profile Information palette......................................................................................70

Redline palette........................................................................................................70

Reflow Tagging palette...........................................................................................71

Scale palette............................................................................................................71

Style Sheets palette.................................................................................................71

Table Styles palette.................................................................................................71

Text Shading Styles palette.....................................................................................72

Tools palette...........................................................................................................72

Palette groups and palette sets..............................................................................72

Layout controls................................................................................................74

Views and view sets........................................................................................75

Splitting a window...................................................................................................75

Creating a window..................................................................................................76

Using Story Editor view...........................................................................................76

View sets..................................................................................................................77

Projects and layouts...................................................................79

Working with projects.....................................................................................79

Options for Print layouts.........................................................................................80

Saving and naming a QuarkXPress project.............................................................81

Exporting layouts and projects................................................................................81

Custom page size....................................................................................................81

Working with layouts......................................................................................83

Project-level and layout-level resources..................................................................84

Adaptive scaling......................................................................................................84

Working with guides.......................................................................................86

Column and margin guides.....................................................................................86

Ruler guides............................................................................................................87

Snapping to guides.................................................................................................87

Dynamic Guides......................................................................................................88

Undoing and redoing actions..........................................................................89

Native QuarkXPress objects......................................................90

Convert an existing item to a native QuarkXPress object..............................90

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Import an object as a native QuarkXPress object...........................................91

Content variables.......................................................................93

Edit content variables.....................................................................................94

Create a custom content variable...................................................................95

Insert a content variable.................................................................................97

Boxes, lines, and tables..............................................................98

Understanding items and content...................................................................98

Understanding handles....................................................................................99

Understanding Bézier shapes........................................................................100

Drop Shadows...............................................................................................103

Item Find/Change..........................................................................................104

Working with boxes......................................................................................105

Creating text and picture boxes............................................................................105

Resizing boxes.......................................................................................................107

Locking box and picture proportions....................................................................107

Reshaping boxes...................................................................................................108

Adding frames to boxes........................................................................................108

Applying colors to boxes......................................................................................109

Applying gradients to boxes.................................................................................109

Specifying number of columns in text boxes........................................................109

Merging and splitting boxes.................................................................................110

Adding text and pictures to boxes........................................................................111

Changing box type................................................................................................111

Creating a box from a clipping path.....................................................................111

Copying attributes from one box to another........................................................111

Super Step and Repeat.........................................................................................113

ShapeMaker..........................................................................................................114

Working with lines.........................................................................................119

Creating lines........................................................................................................119

Line modes for orthogonal lines...........................................................................120

Resizing lines.........................................................................................................120

Reshaping lines.....................................................................................................121

Controlling line appearance..................................................................................121

Joining lines..........................................................................................................121

Joining, extending and closing open paths..........................................................122

Copying attributes from one line to another.........................................................122

Manipulating items........................................................................................123

Selecting items......................................................................................................123

Moving items.........................................................................................................123

Cutting, copying, and pasting items.....................................................................124

Controlling the stacking order of items.................................................................124

Grouping items.....................................................................................................125

Duplicating items..................................................................................................125

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Spacing and aligning items ..................................................................................126

Rotating items.......................................................................................................126

Skewing items.......................................................................................................127

Locking and unlocking items.................................................................................127

Anchoring items and groups in text......................................................................127

Working with callouts....................................................................................127

Understanding callouts..........................................................................................128

Creating a callout..................................................................................................130

Configuring a callout anchor.................................................................................131

Working with callout styles....................................................................................131

Callouts and runaround.........................................................................................132

Working with tables......................................................................................132

Drawing a table.....................................................................................................133

Converting text to tables......................................................................................134

Importing Excel tables...........................................................................................135

Importing Excel charts...........................................................................................137

Inline tables...........................................................................................................137

Table styles............................................................................................................138

Adding text and pictures to tables........................................................................139

Editing table text ..................................................................................................140

Linking table cells..................................................................................................140

Formatting tables..................................................................................................141

Formatting gridlines..............................................................................................141

Inserting and deleting rows and columns.............................................................142

Combining cells.....................................................................................................143

Manually resizing tables, rows, and columns........................................................143

Converting tables back to text..............................................................................143

Working with tables and groups...........................................................................143

Continuing tables in other locations.....................................................................143

Table Import..........................................................................................................147

Text and typography................................................................149

Editing text...................................................................................................149

Fit Box to Text feature...........................................................................................149

Importing and exporting text.......................................................................150

Importing and exporting text with Unicode options.............................................151

Finding and changing text.............................................................................151

Special character codes.........................................................................................153

Working with footnotes and endnotes.........................................................154

Inserting footnotes and endnotes.........................................................................155

Footnote/Endnote styles.......................................................................................156

Footnote separators..............................................................................................158

Checking spelling..........................................................................................160

Auxiliary dictionaries.............................................................................................162

Counting words and characters.....................................................................162

Applying character attributes.......................................................................164

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Applying a font......................................................................................................164

Choosing a font size..............................................................................................164

Applying type styles..............................................................................................165

Applying color, shade, and opacity......................................................................165

Applying horizontal or vertical scale.....................................................................166

Applying baseline shift..........................................................................................166

Applying text stroke..............................................................................................167

Applying multiple character attributes..................................................................168

Applying paragraph attributes......................................................................169

Controlling alignment...........................................................................................169

Controlling indentation.........................................................................................170

Controlling leading...............................................................................................171

Controlling space before and after paragraphs....................................................172

Controlling column flow........................................................................................172

Setting tabs...........................................................................................................179

Controlling widow and orphan lines.....................................................................180

Working with text shading............................................................................180

Creating and editing text shading styles...............................................................180

Applying text shading...........................................................................................183

Format painter..............................................................................................184

Controlling kerning.......................................................................................185

Kerning manually...................................................................................................185

Kerning automatically............................................................................................185

Controlling hyphenation and justification.....................................................186

Specifying hyphenation exceptions......................................................................188

Hyphenation exception files..................................................................................188

Using discretionary hyphens.................................................................................197

Controlling tracking.......................................................................................198

Tracking manually..................................................................................................198

Editing tracking tables...........................................................................................198

Working with style sheets.............................................................................199

Creating and editing paragraph style sheets........................................................199

Creating and editing character style sheets..........................................................201

Applying style sheets............................................................................................203

Appending style sheets.........................................................................................204

Working with conditional styles....................................................................204

Creating a conditional style...................................................................................206

Applying a conditional style..................................................................................208

Removing conditional styles..................................................................................209

Using conditional style markers.............................................................................209

Editing a conditional style.....................................................................................210

Bullets and numbering...................................................................................210

Working with bullet styles.....................................................................................211

Working with numbering styles.............................................................................212

Working with outline styles...................................................................................214

Bullets, numbering, outlines, and style sheets......................................................216

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Positioning text in text boxes.......................................................................217

Using baseline grid................................................................................................217

Aligning text vertically...........................................................................................217

Specifying text inset..............................................................................................218

Controlling font usage...................................................................................218

Converting text to boxes..............................................................................219

Using text runaround....................................................................................219

Running text around all sides of an item...............................................................219

Running text around lines and text paths..............................................................220

Running text around text boxes ...........................................................................220

Running text around pictures................................................................................220

Fine-tuning a runaround path...............................................................................222

Editing a runaround path......................................................................................223

Working with text paths...............................................................................223

Creating drop caps........................................................................................224

Creating rules above and below paragraphs................................................224

Using anchored boxes...................................................................................224

Anchoring boxes and lines in text.........................................................................224

Cutting, copying, pasting, and deleting anchored boxes and lines.....................225

Unanchoring boxes and lines................................................................................225

Working with OpenType fonts......................................................................225

Applying OpenType styles....................................................................................226

Using ligatures.......................................................................................................228

Working with OpenType stylistic sets...................................................................228

Working with the Glyphs palette..................................................................231

Displaying invisible characters......................................................................232

Inserting special characters...........................................................................232

Inserting spaces.....................................................................................................232

Inserting other special characters..........................................................................232

Specifying character language......................................................................232

Using font fallback........................................................................................233

Working with font mapping rules.................................................................233

Working with design grids............................................................................234

Understanding design grids..................................................................................234

Design grid basics.................................................................................................237

Working with grid styles........................................................................................247

Using design grids.................................................................................................250

Working with hanging characters.................................................................251

Creating hanging character classes.......................................................................253

Creating hanging character sets ..........................................................................254

Applying hanging character sets...........................................................................255

Type Tricks....................................................................................................255

Make Fraction........................................................................................................255

Make Price.............................................................................................................256

Word Space Tracking............................................................................................256

Line Check.............................................................................................................257

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Custom Underline.................................................................................................257

Hyperlinks.....................................................................................................258

Creating a destination...........................................................................................259

Creating an anchor................................................................................................260

Creating a hyperlink using an existing destination...............................................260

Creating a hyperlink from scratch.........................................................................261

Showing links in the Hyperlinks palette.................................................................261

Formatting hyperlinks............................................................................................261

Editing and deleting destinations.........................................................................262

Editing and deleting anchors................................................................................262

Editing and deleting hyperlinks............................................................................262

Navigating using the Hyperlinks palette...............................................................262

Pictures.....................................................................................263

Working with pictures...................................................................................263

Importing a picture................................................................................................263

Moving pictures.....................................................................................................264

Resizing pictures....................................................................................................264

Cropping pictures.................................................................................................264

Rotating and skewing pictures..............................................................................264

Coloring and shading pictures..............................................................................264

Flipping pictures....................................................................................................265

Listing, verifying status of, and updating pictures.................................................265

Specifying background colors for pictures............................................................265

Maintaining picture attributes...............................................................................265

Editing the raster image........................................................................................266

Working with clipping paths.........................................................................271

Creating clipping paths.........................................................................................271

Using embedded clipping paths...........................................................................272

Manipulating clipping paths..................................................................................273

Creating special effects with clipping paths..........................................................273

Working with alpha masks............................................................................273

Working with PSD pictures...........................................................................274

Preparing PSD files................................................................................................275

Working with PSD layers.......................................................................................275

Working with PSD channels...................................................................................276

Working with PSD paths........................................................................................277

Printing PSD pictures.............................................................................................277

Cross references.......................................................................278

Inserting a cross reference............................................................................278

Synchronizing cross references.....................................................................280

Color, opacity, and drop shadows............................................282

Working with colors......................................................................................282

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The Colors palette.................................................................................................282

The Colors dialog box...........................................................................................283

Creating a color.....................................................................................................283

Creating gradients.................................................................................................284

Editing a color.......................................................................................................287

Duplicating a color................................................................................................287

Deleting a color.....................................................................................................287

Adding colors using the color picker tool.............................................................288

Importing colors from another article or project...................................................290

Changing all instances of one color to another color...........................................290

Applying color and shade.....................................................................................290

Applying color and shade to text..........................................................................291

Applying color and shade to lines.........................................................................291

Applying transparency blend modes....................................................................291

Working with opacity....................................................................................296

Specifying opacity.................................................................................................296

Specifying opacity for groups...............................................................................296

Creating blends with transparency........................................................................297

Color management........................................................................................297

Source setups and output setups..........................................................................297

The color management experience for users........................................................297

Working with source setups and output setups from a color expert....................298

Working in a legacy color management environment..........................................299

Proofing color on screen (soft proofing)................................................................299

Color management for experts.............................................................................300

Creating a source setup........................................................................................300

Creating an output setup......................................................................................301

Managing profiles.................................................................................................302

Working with drop shadows.........................................................................303

Applying drop shadows........................................................................................303

Customizing drop shadows...................................................................................303

Incorporating drop shadows with items................................................................304

Custom Bleeds..........................................................................305

Using Custom Bleeds.....................................................................................305

Using Clip at Bleed Edge...............................................................................306

Item Styles................................................................................307

Using the Item Styles palette........................................................................307

Creating Item Styles......................................................................................308

Checking Item Style usage............................................................................309

DejaVu (Windows only)............................................................311

Document construction............................................................312

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Using automatic page numbering.................................................................312

Creating an automatic text box....................................................................312

Working with master pages..........................................................................313

Creating a master page.........................................................................................313

Applying master pages.........................................................................................317

Updating master pages.........................................................................................318

Master pages and layout families..........................................................................318

Working with layers......................................................................................318

Understanding layers.............................................................................................319

Creating layers......................................................................................................320

Selecting layers.....................................................................................................320

Showing and hiding layers....................................................................................320

Determining which layer an item is on..................................................................321

Deleting layers......................................................................................................321

Changing layer options.........................................................................................322

Moving items to a different layer..........................................................................323

Copying and pasting items between layers..........................................................323

Changing the stacking order of layers..................................................................324

Layers and text runaround.....................................................................................324

Duplicating layers..................................................................................................324

Merging layers.......................................................................................................325

Locking items on layers.........................................................................................325

Using master pages with layers.............................................................................325

Suppressing printout of layers...............................................................................326

Using PDF layers...................................................................................................326

Working with lists.........................................................................................327

Preparing for lists..................................................................................................327

Creating a list........................................................................................................327

Importing lists from another document................................................................328

Navigating with lists..............................................................................................328

Building lists..........................................................................................................329

Updating lists........................................................................................................329

Working with indexes...................................................................................329

Specifying the index marker color.........................................................................329

Creating index entries...........................................................................................330

Creating cross-references......................................................................................332

Editing an index entry...........................................................................................333

Deleting an index entry.........................................................................................333

Specifying the punctuation used in an index........................................................333

Building an index...................................................................................................334

Editing final indexes..............................................................................................335

Working with books......................................................................................336

Creating books......................................................................................................336

Working with chapters...........................................................................................337

Controlling page numbers....................................................................................339

Synchronizing chapters.........................................................................................340

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Printing chapters...................................................................................................341

Generate a PDF from a Book................................................................................341

Creating indexes and tables of contents for books..............................................342

Working with libraries...................................................................................343

Creating libraries...................................................................................................344

Adding library entries............................................................................................344

Retrieving library entries........................................................................................345

Manipulating library entries...................................................................................345

Working with labels...............................................................................................345

Saving libraries......................................................................................................346

Guides Palette...............................................................................................346

Using the Guides palette......................................................................................346

Guides palette menu.............................................................................................348

Creating guides with the Guides palette..............................................................348

Creating grids with the Guides palette.................................................................350

Creating rows and columns...................................................................................351

Creating bleed and safety guides.........................................................................352

Scale functionality.........................................................................................354

Cloner functionality.......................................................................................356

ImageGrid functionality.................................................................................357

Linkster functionality.....................................................................................359

Output......................................................................................361

Printing layouts.............................................................................................361

Updating picture paths.........................................................................................361

Setting Print dialog box controls...........................................................................361

Print dialog box.....................................................................................................363

Printing color separations......................................................................................368

Printing color composites......................................................................................369

Exporting layouts..........................................................................................370

Exporting a layout in EPS format...........................................................................370

Exporting a layout in PDF format..........................................................................371

Creating a PostScript file.......................................................................................373

Exporting a layout as an image.............................................................................373

Using Collect for Output...............................................................................373

Working with output styles...........................................................................375

App Studio output styles.......................................................................................375

HTML5 Publication output styles..........................................................................377

Working with trapping..................................................................................378

Understanding flattening and production issues..........................................379

PDF................................................................................................................379

Importing a PDF file into a picture box.................................................................379

Word Filter....................................................................................................381

Script XTensions software.............................................................................382

Box Tools submenu...............................................................................................383

Grid submenu........................................................................................................383

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Images submenu...................................................................................................383

Picture Box submenu............................................................................................384

Saving submenu....................................................................................................384

Special submenu...................................................................................................384

Stories submenu....................................................................................................384

Tables submenu....................................................................................................385

Typography submenu...........................................................................................385

Collaboration and single-sourcing............................................386

Working with shared content........................................................................386

Sharing and synchronizing content.......................................................................387

Understanding synchronization options................................................................389

Placing a synchronized item..................................................................................390

Placing synchronized content................................................................................390

Importing content into the shared content library................................................390

Working with Composition Zones.................................................................390

Understanding Composition Zones......................................................................390

Creating a Composition Zones item.....................................................................393

Placing a Composition Zones item................................................................395

Managing multiple pages in a placed Composition Zones item..........................396

Editing the attributes of a Composition Zones item.............................................397

Converting a Composition Zones item to a picture..............................................397

Unsynchronizing a Composition Zones item.........................................................398

Editing a composition layout: Content..........................................................398

Editing the contents of a composition layout...............................................398

Unsynchronizing a composition layout..........................................................399

Deleting a composition layout......................................................................399

Notes........................................................................................400

Creating notes...............................................................................................400

Working with notes.......................................................................................401

Opening and closing notes...................................................................................401

Showing and hiding notes.....................................................................................401

Deleting notes.......................................................................................................401

Converting between notes and text......................................................................401

Viewing notes by author, date, name, or color.....................................................401

Moving and resizing notes....................................................................................402

Printing notes........................................................................................................402

Notes in PDFs........................................................................................................402

Redline......................................................................................403

Tracking changes...........................................................................................403

Viewing tracked changes..............................................................................404

Accepting and rejecting changes..................................................................405

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Job Jackets...............................................................................406

Understanding Job Jackets...........................................................................406

What are Job Jackets?..........................................................................................407

The structure of Job Jackets.................................................................................407

Sample Job Jackets workflow...............................................................................411

Working with Job Jackets.............................................................................412

Basic mode and Advanced mode.........................................................................412

Creating Job Jackets files.....................................................................................413

Working with Job Tickets..............................................................................417

Creating a Job Ticket template.............................................................................417

Adding a layout definition to a Job Ticket: Advanced mode...............................421

Applying a Job Ticket template to a project.........................................................422

Applying a layout definition to a project...............................................................425

Exporting and importing Job Tickets....................................................................425

The default Job Jackets file...........................................................................426

Editing the default Job Ticket template: File menu..............................................426

Editing the default Job Ticket template: Utilities menu........................................426

Editing the default Job Jackets file.......................................................................427

Working with Resources: Advanced mode...................................................427

Accessing Resources: Advanced mode.................................................................427

Configuring Resources: Advanced mode..............................................................428

Specifying the location of Resources: Advanced mode........................................429

Working with Layout Specifications..............................................................430

Creating a Layout Specification: Advanced mode................................................430

Applying a Layout Specification to a layout..........................................................431

Working with Rules and Rule Sets.................................................................433

Creating Rules: Advanced mode..........................................................................434

Adding Rules to a Rule Set: Advanced mode.......................................................436

Applying a Rule Set to a layout.............................................................................437

Evaluating a layout........................................................................................438

Job Jackets locking.......................................................................................440

Printing with JDF output...............................................................................441

Working with multiple languages.............................................443

Applying a character language......................................................................443

Changing the program language...................................................................444

XTensions software..................................................................445

Working with XTensions modules.................................................................445

Installing XTensions modules................................................................................445

Enabling and disabling XTensions modules.........................................................446

Working with XTensions sets (Windows only) ......................................................446

Preferences...............................................................................447

Understanding preferences...........................................................................447

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Nonmatching Preferences alert.............................................................................447

Changes to QuarkXPress preferences...................................................................448

What's in the preferences files..............................................................................448

Application preferences................................................................................449

Preferences — Application — Display..................................................................450

Preferences — Application — Color Theme.........................................................450

Preferences — Application — Key Shortcuts........................................................450

Preferences — Application — Input Settings........................................................451

Preferences — Application — Font Fallback.........................................................452

Preferences — Application — Undo.....................................................................453

Preferences — Application — Open and Save.....................................................453

Preferences — Application — XTensions Manager..............................................454

Preferences — Application — Sharing..................................................................454

Preferences — Application — Fonts.....................................................................454

Preferences — Application — Text Highlighting..................................................454

Preferences — Application — East Asian..............................................................455

Preferences — Application — Dynamic Guides Color..........................................455

Preferences — Application — File List..................................................................455

Preferences — Application — Default Path..........................................................455

Preferences — Application — Index.....................................................................456

Preferences — Application — Job Jackets...........................................................456

Preferences — Application — Notes....................................................................456

Preferences — Application — PDF.......................................................................457

Preferences — Application — Redline..................................................................457

Preferences — Application — Spell-Check...........................................................458

Preferences — Application — Tables....................................................................458

Preferences — Application — Fraction/Price........................................................459

Project preferences.......................................................................................459

Preferences — Project — General.........................................................................459

Layout preferences.......................................................................................460

Preferences — Layout — General.........................................................................460

Preferences — Layout — Measurements..............................................................461

Preferences — Layout — Paragraph.....................................................................462

Preferences — Layout — Character......................................................................463

Preferences — Layout — Tools.............................................................................464

Preferences — Layout — Guides and Grid...........................................................465

Preferences — Layout — Color Manager..............................................................466

Preferences — Layout — Layers............................................................................466

Legal notices.............................................................................467

xiv | A GUIDE TO QUARKXPRESS 2017

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:

ABOUT THIS GUIDE

• Launch an application

• Open, save, and close files

• Use menus, dialog boxes, and palettes

• Work within a networked computing environment

• Use the mouse, keyboard commands, and modifier keys

Consult the documentation provided with your computer or other resources if you

need more information in any of these areas.

Where to go for help

If you're new to 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.

A GUIDE TO QUARKXPRESS 2017 | 15

ABOUT THIS GUIDE

• Bold type style: The names of all dialog boxes, fields, and other controls are set

in bold type. For example: "Click OK."

• References: In descriptions of features, parenthetical references guide you in

accessing those features. For example: "The Find/Change dialog box (Edit menu)

lets you find and replace text."

• Arrows: You will often see arrows (>), which map out the menu path to a feature.

For example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."

• Icons: Although many tools and buttons are referenced by name, which you can

see by displaying ToolTips, in some cases icons are shown for easy identification.

For example, "Click the button on the Measurements palette to center text."

• Cross-platform issues: This application is quite consistent across operating systems.

However, some labels, buttons, key combinations, and other aspects of the
application must differ between Mac OS® and Windows® because of user interface

conventions or other factors. In such cases, both the Mac OS and Windows versions

are presented, separated by a slash, with the Mac OS version presented first. For

example, if the Mac OS version of a button is labeled Select, and the Windows

version is labeled Browse, you are directed to "Click Select/Browse." More complex

cross-platform differences are mentioned in notes or parenthetical statements.

Technology note

Quark developed QuarkXPress for Mac OS X and Windows to give publishers control

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

page layouts.

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

you to import and export content in multiple file formats, and to share design
components with other users. You can import files from applications such as Microsoft®
Word, Microsoft Excel®, 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 technology, third-party developers
can create custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions

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

16 | A GUIDE TO QUARKXPRESS 2017

ABOUT THIS GUIDE

needs. And if you can write AppleScript® scripts, you can use this scripting language
from Apple® to automate many QuarkXPress activities.

A GUIDE TO QUARKXPRESS 2017 | 17

THE USER INTERFACE

The user interface

Tools

Skimming through the QuarkXPress user interface, you will find that many commands

are familiar or self-explanatory. Once you become familiar with QuarkXPress menus

and dialog boxes, you will discover that keyboard commands and palettes offer

convenient access to features that you can also access through menus.

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. To maintain the text in their

respective boxes, hold down the Alt/Option key when using this tool.

•

Use the Text Unlinking tool to unlink text boxes. To maintain the text in their

respective boxes, hold down the Alt/Option key when using this tool. To move

the box out of the text chain, with its text, hold down the Shift+Option keys

when using this tool.

•

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 Starburst tool to create a star-shaped box.

•

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

•

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

hold Shift while drawing.

•

Use the Star tool to create a star shape.

•

Use the Polygon tool to create a polygon shape

•

Use the Rounded Rectangle tool to create a rounded corner rectanglular shape.

•

Use the Diamond tool to create a diamond shape.

•

Use the Triangle tool to create a triangle shape.

•

Use the Wave tool to create a wave shape.

•

Use the Spiral tool to create a spiral shape.

•

Use the Cloud tool to create a cloud shape.

•

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

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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 Item Format Painter tool to copy all attributes applied to one item

and apply them to any other item.

•

Use the Tables tool to create a table.

•

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

•

Use the Pan tool to reposition the active layout.

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

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

drawing to declare Text content. To change the content type of an existing box,
right-click on the box and choose Content > Text, Picture or None

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

"Creating Bézier lines."

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

drag.

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

or path.

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

item."

Users can display the Tools palette (Windows menu) horizontally, as well as vertically.

To display the palette horizontally, on Windows Ctrl+double-click the title bar and on

Mac OS X dock the tool palette to the top edge.

Tool key commands

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

following key commands:

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Mac OS XWindowsTool

VVItem tool

TTText Content tool

THE USER INTERFACE

Mac OS XWindowsTool

NTText Linking tool

NTText Unlinking tool

RRPicture Content tool

BBRectangle Box tool

BBOval Box tool

BBStarburst tool

MMShapeMaker tool

BLComposition Zones tool

LPLine tool

LPOrthogonal Line tool

PPBézier Pen tool

Scissors tool

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.

The Scissors tool displays in the QuarkXPress Tools palette. To use the Scissors tool:

PPAdd Point tool

PPRemove Point tool

PPConvert Point tool

PPScissors tool

PPSelect Point tool

PPFreehand Drawing tool

IIItem Format Painter tool

GGTable tool

ZZZoom tool

XXPan 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.

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Starburst tool

Use the Starburst tool to quickly and easily create star-shaped boxes.

Create a star-shaped picture box using the Starburst tool 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

• 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.

ShapeMaker tools

Use the following tools to quickly and easily create different shapes:

• Star tool

• Polygon tool

• Rounded Rectangle tool

• Diamond tool

• Triangle tool

• Wave tool

• Spiral tool

• Cloud tool

Press the m key to toggle through the different shape tools.

You can also access the ShapeMaker tools by selecting Utilities > ShapeMaker. See "

ShapeMaker."

Using the Star tool

To create a star shape in two ways:

1 Select the Star tool , position the crosshair pointer where you want the star

and then click and drag.

2 Select the Star tool , position the crosshair pointer where you want the star and

click once. The Create Star dialog box displays:

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Enter values for the following fields:

• Width

• Height

• Select Create From Center to specify that the center of the shape should be where

you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to

select a predefined shape.

Click Create.

Default star settings

To edit the default star settings that will automatically be applied when using this

tool, double-click the Star tool. The Edit Star Settings dialog displays:

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Specify the default settings that will be applied when using this tool:

• Check Secondary to add additional secondary sides/points. This allows you to

add a different angle/shape in between the sides of a Star shape

• Sides: Specify the number of sides (points) the star will have .

• Inner Radius: Specify the inner radius of each point in the star.

• Edges: Specify the shape the edges of the star will be (Flat, Concave, Convex,

Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you choose an

option other than Flat, you can indicate the curvature of the edges 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.

• Item: Specifies the type of box the shape should be placed into. The choices are

Text Box, Picture Box, None Box, Text Path, and Rule Path.

• Width, Height, Columns, and Gutters: Specifies the box attributes.

To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset button

to save this customized shape to use later.

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To delete a predefined shape, hold down the Alt/Option key while selecting it from

the list.

Using the Polygon tool

To create a polygon shape in two ways.:

1 Select the Polygon tool , position the crosshair pointer where you want the

polygon and then click and drag.

2 Select the Polygon tool , position the crosshair pointer where you want the

polygon and click once. The Create Polygon dialog box displays:

Enter values for the following fields:

• Width

• Height

• Select Create From Center to specify that the center of the shape should be where

you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to

select a predefined shape.

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Click Create.

Default polygon settings

To edit the default polygon settings that will automatically be applied when using this

tool, double-click the Polygon tool. The Edit Polygon Settings dialog displays:

Specify the default settings that will be applied when using this tool:

• Sides: Lets you specify how many sides the polygon has

• 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.

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• Item: Specifies the type of box the shape should be placed into. The choices are

Text Box, Picture Box, None Box, Text Path, and Rule Path.

• Width, Height, Columns, and Gutters: Specifies the box attributes.

To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset button

to save this customized shape to use later.

To delete a predefined shape, hold down the Alt/Option key while selecting it from

the list.

Using the Rounded Rectangle tool

To create a rounded rectangle shape in two ways:

1 Select the Rounded Rectangle tool , position the crosshair pointer where you

want the star and then click and drag.

2 Select the Rounded Rectangle tool , position the crosshair pointer where you

want the rectangle and click once. The Create Rounded Rectangle dialog box displays:

Enter values for the following fields:

• Width

• Height

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• Select Create From Center to specify that the center of the shape should be where

you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to

select a predefined shape.

Click Create.

Default rounded rectangle settings

To edit the default rounded rectangle settings that will automatically be applied when

using this tool, double-click the Rounded Rectangle tool. The Edit Rounded

Rectangle Settings dialog displays:

Specify the default settings that will be applied when using this tool:

• Check Same for all to configure all four corners of the shape with a single set of

controls. To separately configure each corner of the box uncheck Same for all.

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• Use the drop-down menus 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.

• Item: Specifies the type of box the shape should be placed into. The choices are

Text Box, Picture Box, None Box, Text Path, and Rule Path.

• Width, Height, Columns, and Gutters: Specifies the box attributes.

To revert to the default shape, click the Reset button .

Once you have defined the default attributes, you can click the Add Preset button

to save this customized shape to use later.

To delete a predefined shape, hold down the Alt/Option key while selecting it from

the list.

Using the Diamond tool

To create a diamond shape in two ways:

1 Select the Diamond tool , position the crosshair pointer where you want the

diamond and then click and drag.

2 Select the Diamond tool , position the crosshair pointer where you want the

diamond and click once. The Create Diamond dialog box displays:

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Enter values for the following fields:

• Width

• Height

• Select Create From Center to specify that the center of the shape should be where

you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to

select a predefined shape.

Default diamond settings

To edit the default diamond settings that will automatically be applied when using

this tool, double-click the Diamond tool. The Edit Diamond Settings dialog displays:

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