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

ii | A GUIDE TO QUARKXPRESS 2017

CONTENTS

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

A GUIDE TO QUARKXPRESS 2017 | iii

CONTENTS

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

iv | A GUIDE TO QUARKXPRESS 2017

CONTENTS

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

A GUIDE TO QUARKXPRESS 2017 | v

CONTENTS

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

vi | A GUIDE TO QUARKXPRESS 2017

CONTENTS

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

A GUIDE TO QUARKXPRESS 2017 | vii

CONTENTS

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

viii | A GUIDE TO QUARKXPRESS 2017

CONTENTS

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

A GUIDE TO QUARKXPRESS 2017 | ix

CONTENTS

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

x | A GUIDE TO QUARKXPRESS 2017

CONTENTS

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

A GUIDE TO QUARKXPRESS 2017 | xi

CONTENTS

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

xii | A GUIDE TO QUARKXPRESS 2017

CONTENTS

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

A GUIDE TO QUARKXPRESS 2017 | xiii

CONTENTS

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:

18 | A GUIDE TO QUARKXPRESS 2017

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

A GUIDE TO QUARKXPRESS 2017 | 19

THE USER INTERFACE

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:

20 | A GUIDE TO QUARKXPRESS 2017

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.

A GUIDE TO QUARKXPRESS 2017 | 21

THE USER INTERFACE

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:

22 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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:

A GUIDE TO QUARKXPRESS 2017 | 23

THE USER INTERFACE

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.

24 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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.

A GUIDE TO QUARKXPRESS 2017 | 25

THE USER INTERFACE

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.

26 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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

A GUIDE TO QUARKXPRESS 2017 | 27

THE USER INTERFACE

• 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.

28 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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:

A GUIDE TO QUARKXPRESS 2017 | 29

THE USER INTERFACE

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:

30 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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

• Edges: Specify the shape the edges of the diamond 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 eges 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.

A GUIDE TO QUARKXPRESS 2017 | 31

THE USER INTERFACE

Using the Triangle tool

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

the list.

To create a triangle shape in two ways.:

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

triangle and then click and drag.

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

triangle and click once. The Create Triangle 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.

32 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

Default triangle settings

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

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

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

• Edges: Specify the shape the edges of the triangle 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 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.

• 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.

A GUIDE TO QUARKXPRESS 2017 | 33

THE USER INTERFACE

• 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 Wave tool

To create a wave shape in two ways:

1 Select the Wave tool , position the crosshair pointer where you want the wave

and then click and drag.

2 Select the Wave tool , position the crosshair pointer where you want the wave

and click once. The Create Wave 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.

34 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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

select a predefined shape.

Default wave settings

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

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

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

• 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.

• Keep waves parallel: Keeps the 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.

A GUIDE TO QUARKXPRESS 2017 | 35

THE USER INTERFACE

• 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 Spiral tool

To create a spiral shape in two ways:

1 Select the Spiral tool , position the crosshair pointer where you want the spiral

and then click and drag.

2 Select the Spiral tool , position the crosshair pointer where you want the spiral

and click once. The Create Spiral dialog box displays:

Enter values for the following fields:

• Width

• Height

36 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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 spiral settings

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

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

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

• Type: Choose what type of spiral too create from the drop-down menu.

• Archimedes: an evenly spaced circular spiral.

• Golden Spiral: a spiral built with the golden ratio.

• Custom: this makes the Winds field available.

A GUIDE TO QUARKXPRESS 2017 | 37

THE USER INTERFACE

• Winds: Lets you control how many times the spiral goes around.

• Rate: Lets you control how quickly the width of the spiral increases.

• Segments: Lets you control how circular the spiral is allowing you to specify the

number of segments per wind.

• Smoothness: Lets you control how smooth the spiral is. You can get a harder-edged

shape by lowering the Segments value and decreasing the Smoothness value.

• Clockwise and Counterclockwise: Lets you control the direction of the spiral.

• 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 Cloud tool

To create a cloud shape in two ways:

1 Select the Cloud tool , position the crosshair pointer where you want the cloud

and then click and drag.

2 Select the Cloud tool , position the crosshair pointer where you want the cloud

and click once. The Create Cloud dialog box displays:

38 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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 cloud settings

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

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

A GUIDE TO QUARKXPRESS 2017 | 39

THE USER INTERFACE

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

• Sides: Specify the number of sides the cloud shape will have.

• Edges: Specify the shape the edges of the cloud 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.

40 | A GUIDE TO QUARKXPRESS 2017

Menus

THE USER INTERFACE

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

the list.

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.

• Quark Cache Cleaner: Use this command to run the Quark Cache Cleaner when

the QuarkXPress application is invoked.You will be asked to save any open projects.

If any other version of QuarkXPress is also running at that time, you will be asked

to quit those applications before running the Quark Cache Cleaner.

• 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.

A GUIDE TO QUARKXPRESS 2017 | 41

THE USER INTERFACE

File menu

The File menu enables you to manipulate electronic files in a number of ways, including

the ability to create, open, print, and save. This menu includes the following

commands:

• 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.

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

• Save a Copy As/Downsave: Use this option to export one or more layouts in the

active project or to save a copy of the active project as a lower version of

QuarkXPress.

• 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.

• Export Picture: Use this command to export a copy of the picture contained in

the active picture box or all pictures in the project.

• 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 As: Use this option to export a layout as PDF, EPS, Image, HTML5

Publication, iOS App, ePub, or Kindle.

• Collect for Output: Use this option to collect the layout/s, fonts, images, profiles,

output report, etc into a 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.

42 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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.

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

• Preferences (Windows only): Lets you modify default values and settings. For more

information, see "Preferences."

• Program Language (Windows only): Lets you change the language of the user

interface.

• 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.

• 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."

• Text Shading Styles: Lets you add, edit, and delete text shading styles. For more

information, see "Working with text shading."

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

and page links.

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

• 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."

A GUIDE TO QUARKXPRESS 2017 | 43

THE USER INTERFACE

• 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.

• Mojigumi: Lets you add, edit, and delete Mojigumi sets and classes. For more

information, see "Working with Mojigumi sets and classes."

This feature is considered an East Asian feature and is only available when you

have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East

Asian).

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

character sets.

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: Lets you control kerning for installed fonts.

• Font Tracking Tables: Lets you control tracking for installed fonts..

• Set Tool Preferences From Selected (Mac OS X only): Lets you set the tool

preferences to the currently selected box's attributes.

• Restore Tool Preferences To Default (Mac OS X only): Lets you restore the tool

preferences back to the defaults.

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

• Output Styles: Lets you add, edit, and delete output style definitions. Output

styles let you easily switch between different sets of output options. For more

information, see "Working with output styles."

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.

44 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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.

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).

• 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.

• Alignment: Lets you align active paragraphs to the left, right, or center. Also lets

you justify or force-justify selected paragraphs.

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

• 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.

A GUIDE TO QUARKXPRESS 2017 | 45

THE USER INTERFACE

• 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.

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

title case.

• Non-Breaking Attribute: Lets you apply the non-breaking attribute on the selected

text (i.e. the text will not hyphenate or wrap). To highlight all text that has the

non-breaking attribute applied to it, choose View > Highlight Non-Breaking.

• Flip Text Horizontal: Lets you flip selected text horizontally.

• Flip Text 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 : Lets you remove all manual kerning applied between

characters.

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.

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

• Stretch Picture To Fit Box: Reduces or enlarges the selected picture horizontally

and vertically to fill its picture box.

• Scale Picture To Box: Reduces or enlarges the selected picture proportionately

to fill its picture box.

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

selected picture.

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

object.

46 | A GUIDE TO QUARKXPRESS 2017

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

• Flip Picture Horizontal: Flips the selected picture horizontally.

• Flip Picture Vertical: Flips the selected picture vertically.

• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a

selected picture or box.

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

• Image Editing: Lets you apply picture effects to the image in the box.

Style menu for lines

The Style menu for lines includes the following commands:

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

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

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

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

THE USER INTERFACE

• 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

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

Item menu

The Item menu includes commands for controlling item attributes, positions, grouping,

sharing, and more.

• Modify (Windows only): Lets you access a comprehensive set of controls such as

• Frame (Windows only): Lets you specify frame attributes such as width, style, color,

• Runaround (Windows only): Lets you specify whether text runs inside, outside,

selected line.

color, shade, position, size, frame, runaround, clipping path, and more for an

item.

and opacity for an item.

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.

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

• 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.

A GUIDE TO QUARKXPRESS 2017 | 47

THE USER INTERFACE

• 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: 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.

• Group/Ungroup: Lets you combine two or more active items (including lines,

boxes, text paths, tables, and other groups) into a group, or performs an Ungroup

on the currently selected grouped items.

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

• 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/Unconstrain: Lets you restrict an item so that it cannot move beyond

the boundaries of the item to which it is constrained, or 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 or Split Paths: Lets you merge or split selected items in a number of ways.

• Merge Text Boxes: Lets you merge the contents of multiple text boxes into a

single text box.

• 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).

• 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.

48 | A GUIDE TO QUARKXPRESS 2017

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

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

• Note: Lets you insert, delete, and navigate between notes. For more information,

• Scale: Lets you set the scale settings.

Page menu

The Page menu includes commands for inserting, deleting, and moving pages; working

with guides, grids, and sections; navigating through pages, and more.

• Insert: Lets you add new pages.

• Delete: Lets you delete pages.

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

• Master Guides and Grid: Lets you modify the placement of page guides and

THE USER INTERFACE

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

Digital Publishing with QuarkXPress.

see "Notes."

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.

A GUIDE TO QUARKXPRESS 2017 | 49

THE USER INTERFACE

Table menu

• 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.

The Table menu includes commands for adding rows and columns to tables, modifying

table attributes, converting tables, and more.

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

• Select: Lets you select a pattern of rows and columns or other table elements. This

makes it easy to apply alternating formatting — such as shading every other row.

• Delete: Lets you delete a selection from the table.

• Combine Cells: Lets you combine a rectangular selection of adjacent table cells

— including entire rows or columns — into a single cell.

• Table Break: Lets you continue a table in another location. The table break is the

maximum size the table can reach before it splits into two linked tables.

• Make Separate Tables: Lets you sever the link between continued tables so each

table becomes completely separate. This prevents changes to one portion of the

table from affecting all the continued tables.

• Repeat As Header: Lets you specify a header row to repeat automatically in

continued instances of a table.

• Repeat As Footer: Lets you specify a footer row to repeat automatically in

continued instances of a table.

• Convert Text to Table: Lets you convert text that has already been imported or

typed into a text box to a table. This works best with text that is delimited in some

way to indicate how to divide the information into columns and rows.

• 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.

50 | A GUIDE TO QUARKXPRESS 2017

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

• 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

• 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

THE USER INTERFACE

in the layout window.

and copy between projects.

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, column block 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.

A GUIDE TO QUARKXPRESS 2017 | 51

THE USER INTERFACE

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

hyperlinks and missing font highlighting.

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

• Highlight Cross References: Displays highlighting for cross references.

• Highlight Non-Breaking Text: Displays highlighting for text that has the

non-breaking attribute applied.

• 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.

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

see "Using Story Editor view."

• Proof Output : Lets you preview how the layout will look when output to different

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

enough for soft proofing.

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

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

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. Auxiliary Dictionary and Edit Auxiliary are also part of Check Spelling

submenu.

• 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.

• Suggested Hyphenation: Displays the suggested hyphenation for the word

containing the text insertion point.

52 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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.

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

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

1

it works for Japanese IME Only.

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

2

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.

• 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.

• 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.

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

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

functionality."

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

ImageGrid functionality."

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

functionality."

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

ShapeMaker."

• 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.

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

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

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

are loaded in the Print dialog box.

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

the application is launched.

A GUIDE TO QUARKXPRESS 2017 | 53

THE USER INTERFACE

• 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.

• iOS App Build Status: Click this icon to check the build status for the iOS App

you last published from QuarkXPress. You may also use the "iOS App Build Status"

menu option under the Utilities menu. Once complete, you may view the

downloaded builds from the iOS App Export dialog. This icon will change to an

error icon, if the iOS app fails for some reason, you may then click it to get more

details.

• Proxy Settings: Lets you specify the proxy settings for connecting to the internet,

if required. These settings are used by the App Studio Publishing palette as well

as the Export as iOS App dialog.

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. Allows you to split

horizontally or vertically. You can then view different parts of the project in each

part of the window.

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

project's menu bar displays.

• Tile: Tiles all open windows to fit on the screen. Contains the Tile Horizontally

and Tile Vertically sub menus.

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

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

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

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

palettes.

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

palette.

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

For more information, see Digital Publishing with QuarkXPress.

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

with books."

54 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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

"Working with callout styles."

• Colors: Displays and hides the Colors palette.

• Conditional Styles: Displays the Conditional Styles palette. For more information,

see "Working with conditional styles."

• Content: Displays and hides the Content palette.

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

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

information, see "Working with footnotes and endnotes."

• Glyphs: Displays and hides the Glyphs palette.

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

"Creating gradients."

• 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.

• 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

functionality."

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

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

• Text Shading Styles: Displays and hides the Text Shading Styles 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.

A GUIDE TO QUARKXPRESS 2017 | 55

THE USER INTERFACE

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.

• Convert Legacy Files: Use this option to be directed to the Quark website for

downloading the QuarkXPress Document Converter.

• 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, or site license.

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

QuarkXPress.

• Quark Update Settings (Windows only): Use this command to configure automatic

update settings.

• Documents (Mac OS X only): Use this command to open additional documentation

for QuarkXPress:

Context menus

• Getting Started with QuarkXPress

• EULA

• Third Party Technologies

• Apple Scripting

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.

56 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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.

Keyboard Increments allow you to use the keyboard arrow keys to increase/decrease

the values in several fields in the Measurement palette as well as many fields in various

dialogs. Using the Shift/Alt key in conjunction with the up/down arrow keys changes

the amount the value is increased/decreased. This will work with any units that

QuarkXPress is currently set to use. Please refer to the following chart:

Type

columns

color opacity

Arrow Keys (up/down)Measuring Unit

Arrow keys (up/down) with
Alt key

Arrow keys (up/down) with
Shift key

5 agatesFirst decimal unit by 11 agateAgate

5 cms1 mm1 cmCentimetres

5 ciceroFirst decimal unit by 11 ciceroCiceros

25 degrees1 degree10 degreesDegrees

1 inch.1 inch.25 inchInches

No changeNo change1 inch decimalInches Decimal

5 picas1 pica point1 picaPicas

10 mmNo change1 mmMillimeters

5 pts.5 pt1 ptPoints

No changeNo change1Number - used for

25%1%10%Percent - used for

10 pixelsNo change1 pixelPixels

20 QsNo change1 QQ

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. Docked palettes

contain snaps giving a unified look to the application. In the document window, the

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

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

also resizes the window.

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

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

horizontally.

(Mac OS X only) You can also hide groups of docked palettes by choosing Window >

Turn Hiding On.

A GUIDE TO QUARKXPRESS 2017 | 57

THE USER INTERFACE

Advanced Image Control palette

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.

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 allows you to work with books. The buttons at the top of this palette

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

For more information, see "Working with books."

The Books palette lets you work with books.

58 | A GUIDE TO QUARKXPRESS 2017

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 USER INTERFACE

The Colors palette lets you view and apply colors.

Conditional Styles palette

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

information, see "Working with conditional styles."

Content palette

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

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

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

synchronization of content.

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

Share). For more information, see "Working with shared content."

A GUIDE TO QUARKXPRESS 2017 | 59

THE USER INTERFACE

Content Variables palette

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

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.

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.

60 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

• 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 item. For more information, see "Working

with footnotes and endnotes."

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.

A GUIDE TO QUARKXPRESS 2017 | 61

THE USER INTERFACE

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

Gradients palette

The Gradients palette lets you define and apply multi-color gradients.

For more information, see "Creating gradients."

The Gradients palette lets you define and apply gradients.

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."

62 | A GUIDE TO QUARKXPRESS 2017

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

THE USER INTERFACE

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 layout, 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.

A GUIDE TO QUARKXPRESS 2017 | 63

THE USER INTERFACE

Image Editing palette

The Image Editing palette lets you edit the raster image of an imported image in

QuarkXPress. For more information, see "Editing the raster image."

The Image Editing palette.

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.

64 | A GUIDE TO QUARKXPRESS 2017

Item Styles palette

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

Styles."

Layers palette

The Layers palette lets you create layers, edit layer properties, control whether those

layers display and print, and move objects between layers. For more information, See

"Working with layers."

THE USER INTERFACE

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.

A GUIDE TO QUARKXPRESS 2017 | 65

THE USER INTERFACE

The Lists palette lets you create things like tables of contents

Measurements palette

With the Measurements palette (Window menu), you can quickly edit many

commonly used controls. Options in the Measurements palette change to reflect the

selected tool or item. When you select multiple items of the same type (such as three

separate picture boxes), the Measurements palette controls apply to all selected items.

Keyboard Increments allow you to use the keyboard arrow keys to increase/decrease

the values in several fields in the Measurement palette. Using the Shift/Alt key in

conjunction with the up/down arrow keys changes the amount the value is

increased/decreased. See the chart in "Palettes."

(Mac OS X only) You have the option to make the Measurements palette 50% larger,

perfect for smaller 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:

66 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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

boxes, lines, and tables.

• Character tab: Contains controls allowing you to set the character attributes of

the currently selected text.

• Paragraph tab: Contains controls allowing you to set the paragraph attributes of

the currently selected text box.

• Rules tab: Contains controls allowing you to set the rules attributes of the currently

selected text box.

• Tabs tab: Contains controls allowing you to set up the tabs in the currently selected

text box.

• Text Box tab: Contains controls allowing you to set the text attributes of the

currently selected text box.

• Picture Box tab: Contains controls allowing you to set the picture attributes of

the currently selected picture box.

• 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.

A GUIDE TO QUARKXPRESS 2017 | 67

THE USER INTERFACE

• 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).

• Text Shading tab: Contains controls allowing you to set the text shading attributes

attributes of the currently selected text:

• Column Flow tab: Contains controls allowing you to set the column flow

attributes of the currently selected text:

• Drop Shadow tab: Contains controls allowing you to set the drop shadow

attributes of the currently selected object.

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

selected table.

• Composition Zones tab: Contains controls allowing you to set the attributes for

the currently selected composition zone .

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:

68 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

•

Home 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).

•

Text Shading tab: Contains controls from the Text Shading Styles palette.

•

Column Flow tab: Contains controls from the Column Flow tab of the

Paragraph Attributes dialog box.

• Drop Shadow tab: Contains controls from the Drop Shadow tab of the Modify

dialog box.

•

Tabs tab: Contains controls from the Tabs tab of the Paragraph Attributes

dialog box.

The tab bar displays above the center of the Measurements palette.

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.

A GUIDE TO QUARKXPRESS 2017 | 69

THE USER INTERFACE

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."

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."

70 | A GUIDE TO QUARKXPRESS 2017

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 palette lets you perform advanced scaling operations. For more information,

see "Scale functionality."

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.

THE USER INTERFACE

A plus sign next to a style sheet indicates that local formatting has been applied.

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.

A GUIDE TO QUARKXPRESS 2017 | 71

THE USER INTERFACE

Text Shading Styles palette

The Table Styles palette provides access to the table styles.

The Text Shading Styles palette allows you to add, edit, and delete text shading styles.

The Text Shading Styles palette lets you create, view and apply text shading 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.

72 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

This palette group shows the Colors, Text Shading Styles, and Advanced Image Control
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.

A GUIDE TO QUARKXPRESS 2017 | 73

THE USER INTERFACE

Layout controls

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.

When you open a project, you have immediate access to some basic features at the

bottom left of the project window.

Layout controls

Zoom: Enter a zoom percentage or choose a zoom value from the drop-down menu

1

(the maximum zoom limit is 8000%).

Page Number: Enter a page number in the Page Number field or choose a page from

2

the page list that displays when you click the upward facing arrow to the right of the

field.

Previous Page: Navigate to the previous page.

3

Next Page: Navigate to the next page.

4

View Master Page: Switch back and forth between the active layout page and its master

5

page.

Split Screen Horizontal: View the layout in two or more separate panes one above

6

the other.

Split Screen Vertical: View the layout in two or more separate panes side by side.

7

Export: Display the same export options that are available when you choose File >

8

Export.

Page Preview: Click the up arrow next to the Page Number field to see a thumbnail

9

view of all of the pages in the layout. Mac OS X users can continue to click the up

arrow to enlarge the thumbnails.

Preview HTML5 Publication: Click this icon to generate a preview of the layout as

10

an HTML5 Publication. This allows you preview your current layout in a browser,

before actually exporting or uploading to the portal.

74 | A GUIDE TO QUARKXPRESS 2017

iOS App Build Status: Click this icon to check the build status for the iOS App you

11

last published from QuarkXPress. You may also use the "iOS App Build Status" menu

option under the Utilities menu. Once complete, you may view the downloaded builds

from the iOS App Export dialog. This icon will change to an error icon, if the iOS app

fails for some reason, you may then click it to get more details.

Views and view sets

QuarkXPress gives you multiple ways to view your layouts. You can split a window or

create a new window to show two different layouts, or two different views of the same

layout. You can use Story Editor view to concentrate on text without having to look

at 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.

THE USER INTERFACE

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.

A GUIDE TO QUARKXPRESS 2017 | 75

THE USER INTERFACE

Creating a window

Using Story Editor view

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.

To create a new window that displays the active project, choose Window > New

Window.

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.

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.

76 | A GUIDE TO QUARKXPRESS 2017

THE USER INTERFACE

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

• 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 box (QuarkXPress/Edit

> Preferences).

A GUIDE TO QUARKXPRESS 2017 | 77

THE USER INTERFACE

• 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 double-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.

78 | A GUIDE TO QUARKXPRESS 2017

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.

PROJECTS AND LAYOUTS

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.

A GUIDE TO QUARKXPRESS 2017 | 79

PROJECTS AND LAYOUTS

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

80 | A GUIDE TO QUARKXPRESS 2017

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 controls let you set default margins for the layout, and the controls

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 you want to initially create.

Saving and naming a QuarkXPress project

When you save a QuarkXPress project for the first time, the Save As dialog 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.

PROJECTS AND LAYOUTS

• 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 > Save a copy

As/Downsave. Enter a name in the File name field and choose a type and version in

the Save as Type and Version fields.

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:

Choose File > New > Project. The New Project dialog box displays.

1

Choose either Print or Digital from the Layout Type drop-down menu.

2

A GUIDE TO QUARKXPRESS 2017 | 81

PROJECTS AND LAYOUTS

Choose New from the Page Size: drop-down menu. The Custom Page Size dialog box

3

displays.

Fill in a Name for the new custom page size, and define the Width and Height. The

4

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.

82 | A GUIDE TO QUARKXPRESS 2017

Click OK.

5

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.

PROJECTS AND LAYOUTS

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 choose Duplicate from the Layout tab context menu. User can duplicate

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 As > PDF

• File > Export As > EPS

• File > Export As > Image

• File > Export As > HTML5 Publications

• File > Export As > iOS App

• File > Export As > ePub

• File > Export As > Kindle

A GUIDE TO QUARKXPRESS 2017 | 83

PROJECTS AND LAYOUTS

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 )

• Kerning settings

• Tracking settings

• Hyphenation exceptions

• Zoom values

Adaptive scaling

This section describes the Apply Adaptive Scaling option available in the Duplicate

Layout, and Layout Properties dialogs.

This option is only available in the Layout Properties dialog for Print layouts.

This feature allows users to scale items based on a configurable set of rules, to get an

almost "ready to use" layout in the new size.

To apply adaptive scaling when duplicating a layout choose Layout > Duplicate. The

1

Duplicate Layout dialog displays.

84 | A GUIDE TO QUARKXPRESS 2017

PROJECTS AND LAYOUTS

To apply adaptive scaling to the active Print layout choose Layout > Layout Properties.

The Layout Properties dialog displays.

Check Apply Adaptive Scaling.

2

Click Options to configure the rules for scaling items on the layout. The Adaptive

3

Scaling dialog displays.

A GUIDE TO QUARKXPRESS 2017 | 85

PROJECTS AND LAYOUTS

Use the dialog to configure the rules for scaling the items on the layout. The Adaptive

4

Scaling dialog allows you to configure rules for the page properties, locked items, text,

pictures, boxes, lines, tables, and any interactivity items that may exist on the layout.

Click OK.

5

It is recommended that you create a copy of your file, before using adaptive scaling,

especially if you have checked the Synchronize Box Attributes & Content option on

the Text, Picture, and None tabs of the Adapive Scaling dialog. This option affects

the source layout, and the sharing cannot be undone. It adds a large number of items

to the Contents palette.

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 "Guides Palette" and "Understanding design grids."

Column and margin guides

Column and margin guides show where a page's outside margins are and where columns

(if any) should be placed.

86 | A GUIDE TO QUARKXPRESS 2017

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 "Guides Palette."

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.

PROJECTS AND LAYOUTS

•

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 vertical 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 "Guides Palette."

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.

A GUIDE TO QUARKXPRESS 2017 | 87

PROJECTS AND LAYOUTS

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 selected and the value of the spacing

when Show Equal Spacing is selected.

This option is only available when Show Equal Dimensions or Show Equal

Spacing is selected.

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

88 | A GUIDE TO QUARKXPRESS 2017

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 — Application — 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. Undo displays as gray text when the Undo feature is unavailable.

PROJECTS AND LAYOUTS

To reimplement the action, choose Edit > Redo (Command+Shift+Z/Ctrl+Y) after you

undo an action.

A GUIDE TO QUARKXPRESS 2017 | 89

NATIVE QUARKXPRESS OBJECTS

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 Convert files that have been imported into your document

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. Images can be either embedded in

the project or linked to the current project.

Convert an existing item to a native QuarkXPress object

To convert existing items to native QuarkXPress objects:

Right click on the object and choose Convert To Native Objects from the context

1

menu (or choose Style > Convert to Native Objects). The Convert to Native Objects

dialog displays.

90 | A GUIDE TO QUARKXPRESS 2017

NATIVE QUARKXPRESS OBJECTS

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.

Check Retain Source Picture Box to compare the converted objects with the imported

2

source image.

Check Ignore Soft Masks to exclude the conversion of soft masks from the source

3

image.

Check Ignore Transparent Blend Modes to ignore transparent blends applied to the

4

source image.

Check Ignore Profile from Source Colors and the profile embedded with that image

5

in the source file will be ignored. It will be mapped to the QuarkXPress generic profile

instead.

Check Link Raster Images to save raster images from PDF to the disk as PDF images.

6

For saved projects, the linked images are saved in a folder with the project name added

with the image number appended. For unsaved projects it will be created in the temp

folder of the OS.

Click OK.

7

Import an object as a native QuarkXPress object

To import an item as a native QuarkXPress object:

Copy the object from its application to the clipboard

1

Right click in your project where you want to place the object and choose Paste as

2

Native Objects from the context menu (or Edit > Paste as Native Objects). The Paste

as Native Objects dialog displays.

A GUIDE TO QUARKXPRESS 2017 | 91

NATIVE QUARKXPRESS OBJECTS

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.

The options you select in this dialog persist and will be used if you choose to suppress

the dialog.

Check Ignore Soft Masks to exclude the conversion of soft masks from the source

3

image.

Check Ignore Transparent Blend Modes to ignore transparent blends applied to the

4

source image.

Check Ignore Profile from Source Colors and the profile embedded with that image

5

in the source file will be ignored. It will be mapped to the QuarkXPress generic profile

instead.

Check Link Raster Images to save and link to the converting project of the raster

6

images from the source PDF for saved projects. For unsaved projects it will be created

in the temp folder of the OS..

Click OK.

7

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.

92 | A GUIDE TO QUARKXPRESS 2017

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.

CONTENT VARIABLES

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.

A GUIDE TO QUARKXPRESS 2017 | 93

CONTENT VARIABLES

Edit content variables

• 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.

To edit content variables, choose Window > Content Variables to display 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. If you are adding a new content variable or duplicating

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 was first 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 drop-down

94 | A GUIDE TO QUARKXPRESS 2017

CONTENT VARIABLES

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 determine

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:

Place the insertion point where you want the variable to appear.

1

Select Utilities > Content Variable and choose New from the drop-down menu.

2

The Edit Content Variable dialog displays.

Enter a name in the Name field.

3

A GUIDE TO QUARKXPRESS 2017 | 95

CONTENT VARIABLES

Choose Custom Variable from the Type drop-down menu.

4

You can choose to insert a Text String or a Text Variable when using this custom

5

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.

Click OK.

6

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

96 | A GUIDE TO QUARKXPRESS 2017

(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:

Place the insertion point where you want the variable to appear.

1

Select Utilities > Content Variable and choose the variable you want to insert from

2

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.

CONTENT VARIABLES

A GUIDE TO QUARKXPRESS 2017 | 97

BOXES, LINES, AND TABLES

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.

98 | A GUIDE TO QUARKXPRESS 2017

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:

BOXES, LINES, AND TABLES

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.

A GUIDE TO QUARKXPRESS 2017 | 99

BOXES, LINES, AND TABLES

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:

100 | A GUIDE TO QUARKXPRESS 2017