Quark QuarkXPress - 2018 User Manual

A Guide to QuarkXPress 2018

Contents

About this guide ..........................................................................	1
What we’re assuming about you.......................................................................	1
Where to go for help ........................................................................................	1
Conventions ......................................................................................................	1
Technology note................................................................................................	2
The user interface ........................................................................	3
Tools..................................................................................................................	3
Scissors tool ..............................................................................................................	6
Starburst tool ............................................................................................................	6
ShapeMaker tools .....................................................................................................	7
Menus .............................................................................................................	24
QuarkXPress menu (Mac OS X only) .......................................................................	24
File menu ................................................................................................................	25
Edit menu................................................................................................................	26
Style menu ..............................................................................................................	28
Item menu...............................................................................................................	31
Page menu..............................................................................................................	32
Layout menu ...........................................................................................................	33
Table menu .............................................................................................................	33
View menu ..............................................................................................................	34
Utilities menu ..........................................................................................................	36
Window menu.........................................................................................................	38
Help menu ..............................................................................................................	39
Context menus................................................................................................	40
Palettes ...........................................................................................................	40
Articles palette........................................................................................................	41
Advanced Image Control palette ...........................................................................	41
Books palette ..........................................................................................................	42
Callout Styles palette ..............................................................................................	42
Colors palette .........................................................................................................	42
Conditional Styles palette.......................................................................................	43
Content palette.......................................................................................................	43
Content Variables palette .......................................................................................	44
Footnote Styles palette...........................................................................................	44

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Glyphs palette.........................................................................................................	45
Gradients palette ....................................................................................................	45
Grid Styles palette ..................................................................................................	46
Guides palette ........................................................................................................	46
HTML5 Palette ........................................................................................................	46
Hyperlinks palette ...................................................................................................	47
Image Editing palette .............................................................................................	47
Index palette...........................................................................................................	47
Item Styles palette ..................................................................................................	48
JavaScript palette ...................................................................................................	48
JavaScript Debugger palette..................................................................................	49
Layers palette..........................................................................................................	49
Lists palette.............................................................................................................	50
Measurements palette ............................................................................................	50
Page Layout palette................................................................................................	55
Profile Information palette ......................................................................................	56
Redline palette........................................................................................................	56
Scale palette ...........................................................................................................	56
Style Sheets palette ................................................................................................	56
Table Styles palette.................................................................................................	57
Text Shading Styles palette.....................................................................................	57
Tools palette ...........................................................................................................	58
Palette groups and palette sets ..............................................................................	58
Layout controls ...............................................................................................	60
Views and view sets........................................................................................	61
Splitting a window ..................................................................................................	61
Creating a window ..................................................................................................	62
Using Story Editor view...........................................................................................	62
View sets .................................................................................................................	62
Projects and layouts ...................................................................	65
Working with projects.....................................................................................	65
Options for Print layouts .........................................................................................	66
Creating a project from an IDML file ......................................................................	67
Saving and naming a QuarkXPress project.............................................................	68
Exporting layouts and projects ...............................................................................	68
Custom page size ...................................................................................................	69
Working with layouts ......................................................................................	70
Project-level and layout-level resources..................................................................	71
Adaptive scaling .....................................................................................................	72
Working with guides .......................................................................................	74
Column and margin guides ....................................................................................	74
Ruler guides ............................................................................................................	74
Snapping to guides.................................................................................................	75
Dynamic Guides......................................................................................................	75

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Undoing and redoing actions..........................................................................	76
Native QuarkXPress objects ......................................................	77
Convert an existing item to a native QuarkXPress object..............................	77
Import an object as a native QuarkXPress object ..........................................	78
Content variables .......................................................................	80
Edit content variables .....................................................................................	81
Create a custom content variable ...................................................................	82
Insert a content variable .................................................................................	84
Boxes, lines, and tables..............................................................	85
Understanding items and content...................................................................	85
Understanding handles ...................................................................................	86
Understanding Bézier shapes .........................................................................	87
Drop Shadows.................................................................................................	90
Item Find/Change ...........................................................................................	91
Working with boxes ........................................................................................	92
Creating text and picture boxes .............................................................................	92
Resizing boxes ........................................................................................................	93
Locking box and picture proportions......................................................................	94
Reshaping boxes.....................................................................................................	94
Adding borders to boxes.......................................................................................	95
Applying colors to boxes ........................................................................................	95
Applying gradients to boxes...................................................................................	96
Specifying number of columns in text boxes..........................................................	96
Merging and splitting boxes...................................................................................	96
Adding text and pictures to boxes .........................................................................	97
Changing box type .................................................................................................	97
Creating a box from a clipping path.......................................................................	98
Copying attributes from one box to another..........................................................	98
Super Step and Repeat...........................................................................................	98
ShapeMaker ............................................................................................................	99
Working with lines ........................................................................................	104
Creating lines ........................................................................................................	105
Line modes for orthogonal lines ...........................................................................	105
Resizing lines.........................................................................................................	106
Reshaping lines .....................................................................................................	106
Controlling line appearance .................................................................................	106
Joining lines ..........................................................................................................	107
Joining, extending and closing open paths..........................................................	107
Copying attributes from one line to another ........................................................	107
Manipulating items .......................................................................................	108
Selecting items......................................................................................................	108
Moving items ........................................................................................................	109

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Cutting, copying, and pasting items.....................................................................	109
Controlling the stacking order of items ................................................................	109
Grouping items .....................................................................................................	110
Duplicating items ..................................................................................................	110
Spacing and aligning items...................................................................................	111
Rotating items.......................................................................................................	111
Skewing items .......................................................................................................	112
Locking and unlocking items ................................................................................	112
Anchoring items and groups in text......................................................................	112
Working with callouts ...................................................................................	112
Understanding callouts .........................................................................................	113
Creating a callout..................................................................................................	115
Configuring a callout anchor.................................................................................	116
Working with callout styles ...................................................................................	116
Callouts and runaround ........................................................................................	117
Working with tables......................................................................................	117
Drawing a table.....................................................................................................	118
Converting text to tables ......................................................................................	119
Importing Excel tables ..........................................................................................	120
Importing Excel charts ..........................................................................................	121
Inline tables...........................................................................................................	122
Table styles............................................................................................................	123
Adding text and pictures to tables .......................................................................	124
Editing table text ..................................................................................................	124
Linking table cells .................................................................................................	125
Formatting tables..................................................................................................	125
Formatting gridlines..............................................................................................	125
Inserting and deleting rows and columns .............................................................	126
Combining cells ....................................................................................................	126
Manually resizing tables, rows, and columns ........................................................	126
Converting tables back to text..............................................................................	126
Working with tables and groups ...........................................................................	127
Continuing tables in other locations.....................................................................	127
Table Import..........................................................................................................	130
Text and typography................................................................	132
Editing text ...................................................................................................	132
Fit Box to Text feature...........................................................................................	133
Importing and exporting text .......................................................................	133
Importing and exporting text with Unicode options ............................................	134
Word Filter....................................................................................................	134
Finding and changing text ............................................................................	136
Special character codes ........................................................................................	137
Working with footnotes and endnotes .........................................................	138
Inserting footnotes and endnotes.........................................................................	138

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Footnote/Endnote styles ......................................................................................	139
Footnote separators..............................................................................................	142
Checking spelling ..........................................................................................	144
Auxiliary dictionaries .............................................................................................	146
Counting words and characters ....................................................................	146
Working with grouped characters ................................................................	148
Working with non-breaking character sets ...................................................	148
Format painter ..............................................................................................	148
Aligning characters on a line.........................................................................	149
Applying character attributes.......................................................................	151
Applying a font .....................................................................................................	152
Choosing a font size .............................................................................................	152
Applying type styles..............................................................................................	153
Applying color, shade, and opacity ......................................................................	153
Applying horizontal or vertical scale .....................................................................	154
Applying baseline shift..........................................................................................	154
Applying emphasis value ......................................................................................	155
Applying text stroke..............................................................................................	155
Controlling half-width characters ..........................................................................	156
Working with font sets ..........................................................................................	156
Applying multiple character attributes .................................................................	157
Applying paragraph attributes .....................................................................	158
Controlling alignment ...........................................................................................	158
Controlling indentation.........................................................................................	159
Controlling leading ...............................................................................................	159
Controlling space before and after paragraphs....................................................	160
Controlling column flow........................................................................................	161
Setting tabs...........................................................................................................	165
Controlling widow and orphan lines .....................................................................	165
Working with text shading............................................................................	165
Creating and editing text shading styles ..............................................................	166
Applying text shading...........................................................................................	168
Controlling kerning .......................................................................................	170
Kerning manually ..................................................................................................	170
Kerning automatically ...........................................................................................	170
Controlling hyphenation and justification .....................................................	171
Specifying hyphenation exceptions ......................................................................	174
Hyphenation exception files .................................................................................	175
Using discretionary hyphens .................................................................................	183
Controlling tracking ......................................................................................	183
Tracking manually .................................................................................................	183
Editing tracking tables ..........................................................................................	184
Sending.................................................................................................................	184
Working with style sheets.............................................................................	184

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Creating and editing paragraph style sheets........................................................	184
Creating and editing character style sheets..........................................................	187
Applying style sheets ............................................................................................	188
Appending style sheets ........................................................................................	189
Working with conditional styles....................................................................	189
Creating a conditional style ..................................................................................	191
Applying a conditional style .................................................................................	193
Removing conditional styles .................................................................................	194
Using conditional style markers ............................................................................	194
Editing a conditional style.....................................................................................	196
Bullets and numbering ..................................................................................	196
Working with bullet styles .....................................................................................	196
Working with numbering styles.............................................................................	198
Working with outline styles ...................................................................................	199
Bullets, numbering, outlines, and style sheets......................................................	201
Positioning text in text boxes.......................................................................	202
Using baseline grid ...............................................................................................	202
Aligning text vertically ..........................................................................................	202
Specifying text inset..............................................................................................	203
Specifying story direction .....................................................................................	203
Controlling font usage ..................................................................................	203
Converting text to boxes..............................................................................	204
Using text runaround ....................................................................................	204
Running text around all sides of an item...............................................................	204
Running text around lines and text paths .............................................................	205
Running text around text boxes............................................................................	205
Running text around pictures................................................................................	205
Fine-tuning a runaround path ...............................................................................	206
Editing a runaround path ......................................................................................	207
Working with text paths ...............................................................................	207
Creating drop caps........................................................................................	208
Creating rules above and below paragraphs ................................................	208
Using anchored boxes...................................................................................	208
Anchoring boxes and lines in text.........................................................................	208
Cutting, copying, pasting, and deleting anchored boxes and lines .....................	209
External anchors....................................................................................................	209
Working with OpenType Styles.....................................................................	209
Applying OpenType styles....................................................................................	211
Using ligatures ......................................................................................................	213
Working with OpenType stylistic sets ...................................................................	214
Working with Color Fonts.............................................................................	215
Working with the Glyphs palette..................................................................	216
Displaying invisible characters......................................................................	218
Inserting special characters...........................................................................	218

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Inserting spaces ....................................................................................................	218
Inserting other special characters .........................................................................	219
Specifying character language ......................................................................	219
Using font fallback ........................................................................................	219
Working with font mapping rules .................................................................	219
Working with design grids............................................................................	220
Understanding design grids..................................................................................	220
Design grid basics.................................................................................................	223
Working with grid styles........................................................................................	234
Using design grids ................................................................................................	236
Working with rubi text..................................................................................	238
Rubi alignment options.........................................................................................	240
Mono rubi .............................................................................................................	242
Rubi base alignment options ................................................................................	243
Rubi overhang options..........................................................................................	244
Working with hanging characters .................................................................	246
Creating hanging character classes ......................................................................	248
Creating hanging character sets ...........................................................................	249
Applying hanging character sets ..........................................................................	249
Working with Mojigumi sets and classes ......................................................	249
Creating and editing Mojigumi character classes.................................................	250
Creating and editing Mojigumi sets .....................................................................	250
Applying Mojigumi sets ........................................................................................	254
Character mapping for legacy projects.........................................................	254
Mapping for projects that use UDA/VDA characters ............................................	254
Mapping for projects that use custom characters.................................................	256
Type Tricks.....................................................................................................	256
Make Fraction .......................................................................................................	256
Make Price ............................................................................................................	257
Word Space Tracking ............................................................................................	257
Line Check ............................................................................................................	258
Custom Underline .................................................................................................	259
Hyperlinks .....................................................................................................	259
Creating a destination...........................................................................................	260
Creating an anchor ...............................................................................................	261
Creating a hyperlink using an existing destination ...............................................	261
Creating a hyperlink from scratch .........................................................................	262
Showing links in the Hyperlinks palette ................................................................	262
Formatting hyperlinks ...........................................................................................	262
Editing and deleting destinations.........................................................................	263
Editing and deleting anchors................................................................................	263
Editing and deleting hyperlinks ............................................................................	263
Navigating using the Hyperlinks palette...............................................................	263

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Pictures ....................................................................................	264
Working with pictures...................................................................................	264
Importing a picture ...............................................................................................	264
Moving pictures ....................................................................................................	265
Resizing pictures ...................................................................................................	265
Cropping pictures .................................................................................................	266
Rotating and skewing pictures..............................................................................	266
Coloring and shading pictures..............................................................................	266
Flipping pictures ...................................................................................................	266
Listing, verifying status of, and updating pictures ................................................	267
Specifying background colors for pictures............................................................	267
Maintaining picture attributes...............................................................................	267
Editing the raster image .......................................................................................	267
Working with clipping paths .........................................................................	273
Creating clipping paths.........................................................................................	273
Using embedded clipping paths ..........................................................................	274
Manipulating clipping paths .................................................................................	274
Creating special effects with clipping paths .........................................................	275
Working with alpha masks ............................................................................	275
Working with PSD pictures ...........................................................................	276
Preparing PSD files ...............................................................................................	276
Working with PSD layers .......................................................................................	276
Working with PSD channels ..................................................................................	277
Working with PSD paths .......................................................................................	278
Printing PSD pictures ............................................................................................	279
Cross references.......................................................................	280
Inserting a cross reference............................................................................	280
Synchronizing cross references .....................................................................	282
Color, opacity, and drop shadows ............................................	283
Working with colors ......................................................................................	283
The Colors palette ................................................................................................	283
The Colors dialog box ..........................................................................................	284
Creating a color ....................................................................................................	284
Creating gradients ................................................................................................	285
Editing a color.......................................................................................................	287
Duplicating a color................................................................................................	288
Deleting a color ....................................................................................................	288
Adding colors using the color picker tool.............................................................	288
Importing colors from another article or project...................................................	291
Changing all instances of one color to another color...........................................	291
Applying color and shade to text .........................................................................	291
Applying color and shade to lines ........................................................................	292
Applying transparency blend modes....................................................................	292

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Working with opacity....................................................................................	296
Specifying opacity.................................................................................................	296
Specifying opacity for groups ...............................................................................	297
Creating blends with transparency .......................................................................	297
Color management........................................................................................	297
Source setups and output setups .........................................................................	297
The color management experience for users .......................................................	298
Working with source setups and output setups from a color expert ....................	299
Working in a legacy color management environment ..........................................	300
Proofing color on screen (soft proofing) ...............................................................	300
Color management for experts.............................................................................	301
Creating a source setup ........................................................................................	301
Creating an output setup......................................................................................	302
Managing profiles .................................................................................................	303
Working with drop shadows .........................................................................	304
Applying drop shadows ........................................................................................	304
Customizing drop shadows...................................................................................	304
Incorporating drop shadows with items................................................................	305
Custom Bleeds .........................................................................	306
Using Custom Bleeds ....................................................................................	306
Using Clip at Bleed Edge ..............................................................................	307
Item Styles ...............................................................................	308
Using the Item Styles palette .......................................................................	308
Creating Item Styles .....................................................................................	309
Checking Item Style usage............................................................................	310
DejaVu (Windows only) ............................................................	311
Document construction ............................................................	312
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 ........................................................................................	317
Master pages and layout families .........................................................................	318
Working with layers ......................................................................................	318
Understanding layers ............................................................................................	319
Creating layers ......................................................................................................	319
Selecting layers .....................................................................................................	319
Showing and hiding layers....................................................................................	320
Determining which layer an item is on..................................................................	321
Deleting layers ......................................................................................................	321

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Changing layer options.........................................................................................	321
Moving items to a different layer ..........................................................................	322
Copying and pasting items between layers..........................................................	322
Changing the stacking order of layers ..................................................................	323
Layers and text runaround ....................................................................................	323
Duplicating layers .................................................................................................	324
Merging layers ......................................................................................................	324
Locking items on layers.........................................................................................	325
Using master pages with layers.............................................................................	325
Suppressing printout of layers ..............................................................................	325
Using PDF layers ...................................................................................................	326
Working with lists .........................................................................................	326
Preparing for lists ..................................................................................................	326
Creating a list ........................................................................................................	327
Importing lists from another document ................................................................	328
Navigating with lists..............................................................................................	328
Building lists..........................................................................................................	328
Updating lists ........................................................................................................	329
Working with indexes ...................................................................................	329
Specifying the index marker color ........................................................................	329
Creating index entries...........................................................................................	329
Creating cross-references .....................................................................................	331
Editing an index entry...........................................................................................	332
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
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 .......................................................................................	344
Manipulating library entries ..................................................................................	344
Working with labels...............................................................................................	345
Saving libraries......................................................................................................	345
Guides Palette ..............................................................................................	346
Using the Guides palette ......................................................................................	346

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Guides palette menu ............................................................................................	347
Creating guides with the Guides palette..............................................................	348
Creating grids with the Guides palette.................................................................	349
Creating rows and columns ..................................................................................	350
Creating bleed and safety guides.........................................................................	351
Scale functionality .........................................................................................	353
Cloner functionality.......................................................................................	354
ImageGrid functionality ................................................................................	356
Linkster functionality ....................................................................................	358
Output......................................................................................	360
Printing layouts.............................................................................................	360
Updating picture paths .........................................................................................	360
Setting Print dialog box controls ..........................................................................	360
Print dialog box.....................................................................................................	362
Printing color separations .....................................................................................	367
Printing color composites .....................................................................................	368
Exporting layouts..........................................................................................	369
Exporting a layout in EPS format ..........................................................................	369
Exporting a layout in PDF format..........................................................................	370
Creating a PostScript file.......................................................................................	372
Exporting a layout as an image ............................................................................	372
Using Collect for Output...............................................................................	373
Working with output styles...........................................................................	374
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
Collaboration and single-sourcing ............................................	382
Working with shared content........................................................................	382
Sharing and synchronizing content.......................................................................	383
Understanding synchronization options................................................................	385
Placing a synchronized item..................................................................................	386
Placing synchronized content ...............................................................................	386
Importing content into the shared content library................................................	386
Working with Composition Zones.................................................................	386
Understanding Composition Zones ......................................................................	386
Creating a Composition Zones item .....................................................................	389
Placing a Composition Zones item................................................................	391
Managing multiple pages in a placed Composition Zones item ..........................	392
Editing the attributes of a Composition Zones item.............................................	392
Converting a Composition Zones item to a picture..............................................	393

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Unsynchronizing a Composition Zones item.........................................................	393
Editing a composition layout: Content .........................................................	393
Editing the contents of a composition layout...............................................	393
Unsynchronizing a composition layout..........................................................	394
Deleting a composition layout ......................................................................	394
Notes........................................................................................	395
Creating notes ..............................................................................................	395
Working with notes.......................................................................................	396
Opening and closing notes...................................................................................	396
Showing and hiding notes ....................................................................................	396
Deleting notes ......................................................................................................	396
Converting between notes and text .....................................................................	396
Viewing notes by author, date, name, or color.....................................................	396
Moving and resizing notes....................................................................................	397
Printing notes........................................................................................................	397
Notes in PDFs .......................................................................................................	397
Redline .....................................................................................	398
Tracking changes...........................................................................................	398
Viewing tracked changes..............................................................................	399
Accepting and rejecting changes ..................................................................	399
Job Jackets ..............................................................................	401
Understanding Job Jackets...........................................................................	401
What are Job Jackets? ..........................................................................................	402
The structure of Job Jackets .................................................................................	402
Sample Job Jackets workflow...............................................................................	406
Working with Job Jackets.............................................................................	407
Basic mode and Advanced mode.........................................................................	407
Creating Job Jackets files .....................................................................................	408
Working with Job Tickets .............................................................................	412
Creating a Job Ticket template ............................................................................	412
Adding a layout definition to a Job Ticket: Advanced mode...............................	416
Applying a Job Ticket template to a project ........................................................	417
Applying a layout definition to a project ..............................................................	420
Exporting and importing Job Tickets ...................................................................	420
The default Job Jackets file ..........................................................................	421
Editing the default Job Ticket template: File menu .............................................	421
Editing the default Job Ticket template: Utilities menu .......................................	421
Editing the default Job Jackets file.......................................................................	422
Working with Resources: Advanced mode ...................................................	422
Accessing Resources: Advanced mode ................................................................	422
Configuring Resources: Advanced mode .............................................................	423
Specifying the location of Resources: Advanced mode .......................................	424

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Working with Layout Specifications..............................................................	425
Creating a Layout Specification: Advanced mode................................................	425
Applying a Layout Specification to a layout .........................................................	426
Working with Rules and Rule Sets ................................................................	427
Creating Rules: Advanced mode ..........................................................................	428
Adding Rules to a Rule Set: Advanced mode.......................................................	430
Applying a Rule Set to a layout ............................................................................	431
Evaluating a layout .......................................................................................	432
Job Jackets locking.......................................................................................	434
Printing with JDF output ..............................................................................	435
Working with multiple languages.............................................	437
Applying a character language .....................................................................	437
Changing the program language ..................................................................	438
XTensions software ..................................................................	439
Working with XTensions modules .................................................................	439
Installing XTensions modules ................................................................................	439
Enabling and disabling XTensions modules..........................................................	440
Working with XTensions sets ................................................................................	440
(Windows only)......................................................................................................	440
Script XTensions software.............................................................................	440
Box Tools submenu...............................................................................................	441
Grid submenu .......................................................................................................	441
Images submenu...................................................................................................	442
Picture Box submenu ............................................................................................	442
Saving submenu....................................................................................................	442
Special submenu...................................................................................................	442
Stories submenu ...................................................................................................	443
Tables submenu ....................................................................................................	443
Typography submenu ...........................................................................................	443
Preferences ..............................................................................	444
Understanding preferences .........................................................................	444
Nonmatching Preferences alert ............................................................................	444
Changes to QuarkXPress preferences ..................................................................	445
What’s in the preferences files ..............................................................................	445
Application preferences................................................................................	447
Preferences — Application — Display ..................................................................	447
Preferences — Application — Color Theme.........................................................	448
Preferences — Application — Key Shortcuts........................................................	448
Preferences — Application — Input Settings........................................................	449
Preferences — Application — Font Fallback ........................................................	450
Preferences — Application — Undo .....................................................................	451
Preferences — Application — Open and Save .....................................................	451

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Preferences — Application — XTensions Manager...............................................	452
Preferences — Application — Sharing..................................................................	452
Preferences — Application — Fonts .....................................................................	452
Preferences — Application — Text Highlighting ..................................................	453
Preferences — Application — East Asian .............................................................	453
Preferences — Application — Dynamic Guides Color..........................................	453
Preferences — Application — File List..................................................................	453
Preferences — Application — Default Path ..........................................................	454
Preferences — Application — Index .....................................................................	454
Preferences — Application — Job Jackets ...........................................................	454
Preferences — Application — Notes ....................................................................	455
Preferences — Application — PDF .......................................................................	455
Preferences — Application — Redline..................................................................	455
Preferences — Application — Spell-Check...........................................................	456
Preferences — Application — Tables....................................................................	456
Preferences — Application — Fraction/Price........................................................	457
Project preferences.......................................................................................	457
Preferences — Project — General ........................................................................	457
Layout preferences .......................................................................................	458
Preferences — Layout — General.........................................................................	458
Preferences — Layout — Measurements ..............................................................	459
Preferences — Layout — Paragraph .....................................................................	460
Preferences — Layout — Character......................................................................	461
Preferences — Layout — Tools .............................................................................	463
Preferences — Layout — Guides and Grid ...........................................................	463
Preferences — Layout — Grid Cell Fill..................................................................	464
Preferences — Layout — Color Manager .............................................................	464
Preferences — Layout — Layers ...........................................................................	465
Contacting Quark.....................................................................	466
In the Americas .............................................................................................	466
Outside the Americas ...................................................................................	466
Legal notices ............................................................................	467

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ABOUT THIS GUIDE

About this guide

You do not need to read the QuarkXPress® documentation from beginning to end. Instead, use this guide to quickly look up information, find out what you need to know, and get on with your work.

What we’re assuming about you

In writing this guide, we assume that you are familiar with your computer and know how to:

•Launch an application

•Open, save, and close files

•Use menus, dialog boxes, and palettes

•Work within a networked computing environment

•Use the mouse, keyboard commands, and modifier keys

Consult the documentation provided with your computer or other resources if you need more information in any of these areas.

Where to go for help

If you’re new to QuarkXPress, or if you want to explore one of its other longstanding features, consult the following resources:

•Third-party books

•General books about desktop publishing

If your issues are at the system level — saving files, moving files, activating fonts, for example — consult the documentation resources provided with your computer.

Conventions

Formatting conventions highlight information to help you quickly find what you need.

•Bold type style: The names of all dialog boxes, fields, and other controls are set in bold type. For example: “Click OK.”

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

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The user interface

Skimming through the QuarkXPress user interface, you will find that many commands are familiar or self-explanatory. Once you become familiar with QuarkXPress menus and dialog boxes, you will discover that keyboard commands and palettes offer convenient access to features that you can also access through menus.

Tools

The Tools palette

The Tools palette includes the following controls:

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•Use the Item tool to select, move, resize, and reshape items (boxes, lines, text paths, and groups). When the Item tool is not selected, you can press Command/Ctrl to temporarily access the Item tool.

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

•Use the Text Linking tool to link text boxes. 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.

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•Use the Convert Point tool to automatically convert corner points to curve points, and curve points to corner points. Click and drag to change the position of a point, the curve of a curved line segment, or the position of a straight line segment. Select this tool and click a rectangular box or straight line to convert the item to a Bézier box or line.

•Use the Scissors tool to cut an item into distinct paths.

•Use the Select Point tool to select curves or points so that you can move them or delete them. Press Shift and click to select multiple points. Option- click/Alt-click a point to make it symmetrical.

•Use the Freehand Drawing tool to draw any shape line or box you want. If you don’t close a freehand box, it remains a line. To automatically close a freehand box, press Option/Alt.

•Use the 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 > T xt, 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:

Tool	Windows	Mac OS X
Item tool	V	V
Text Content tool	T	T
Text Linking tool	T	N

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Tool	Windows	Mac OS X
Text Unlinking tool	T	N
Picture Content tool	R	R
Rectangle Box tool	B	B
Oval Box tool	B	B
Starburst tool	B	B
ShapeMaker tool	M	M
Composition Zones tool	L	B
Line tool	P	L
Orthogonal Line tool	P	L
Bézier Pen tool	P	P
Add Point tool	P	P
Remove Point tool	P	P
Convert Point tool	P	P
Scissors tool	P	P
Select Point tool	P	P
Freehand Drawing tool	P	P
Item Format Painter tool	I	I
Table tool	G	G
Zoom tool	Z	Z
Pan tool	X	X

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:

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.

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.

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

tool, and then position the crosshair pointer where you want the star-shaped box and click once. When the Starburst dialog box displays, enter values for the following fields, and then click OK:

•Star Width

•Star Height

•Number of Spikes

•Spike Depth: Enter the desired distance from the tip of the spike to the base of the spike as a percentage.

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

ShapeMaker tools

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

•Star tool

•Polygon tool

•Rounded Rectangle tool

•Diamond tool

•Triangle tool

•Wave tool

•Spiral tool

•Cloud tool

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

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

Using the Star tool

To create a star shape in two ways:

1 Select the Star tool , position the crosshair pointer where you want the star and then click and drag.

2 Select the Star tool , position the crosshair pointer where you want the star and click once. The Create Star dialog box displays:

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Enter values for the following fields:

•Width

•Height

•Select Create From Center to specify that the center of the shape should be where you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape.

Click Create.

Default star settings

To edit the default star settings that will automatically be applied when using this tool, double-click the Star tool. The Edit Star Settings dialog displays:

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

•Check Secondary to add additional secondary sides/points. This allows you to add a different angle/shape in between the sides of a Star shape

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

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

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

Outer Swirl, Inner Swirl, Opposite Swirl, or Tandem Swirl). If you choose an option other than Flat, you can indicate the curvature of the edges with the

Curvature controls. If you choose one of the Swirl options, you can indicate the direction of the swirl with the Orientation controls.

•Randomize Points: Lets you control the degree of randomness in the shape, from 0 (none) to 100 (maximum).

•New Random: Applies some randomness to the shape.

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

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

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

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

Once you have defined the default attributes, you can click the Add Preset button to save this customized shape to use later.

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

Using the Polygon tool

To create a polygon shape in two ways.:

1.Select the Polygon tool , position the crosshair pointer where you want the polygon and then click and drag.

2.Select the Polygon tool , position the crosshair pointer where you want the polygon and click once. The Create Polygon dialog box displays:

Enter values for the following fields:

•Width

•Height

•Select Create From Center to specify that the center of the shape should be where you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape.

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Click Create.

Default polygon settings

To edit the default polygon settings that will automatically be applied when using this tool, double-click the Polygon tool. The Edit Polygon Settings dialog displays:

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

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

•Edges: Lets you control whether the edges of the box are flat or curved. If you choose an option other than Flat, you can indicate the curvature of the sides with the Curvature controls. If you choose one of the Swirl options, you can indicate the direction of the swirl with the Orientation controls.

•Randomize Points: Lets you control the degree of randomness in the shape, from 0 (none) to 100 (maximum).

•New Random: Applies some randomness to the shape.

•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.

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• 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

•Select Create From Center to specify that the center of the shape should be where you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape.

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Click Create.

Default 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.

•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.

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•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:

Enter values for the following fields:

•Width

•Height

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•Select Create From Center to specify that the center of the shape should be where you placed the crosshair point.

You can apply the default attributes or click the arrrow next to the shape preview to select a predefined shape.

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:

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.

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