Quark QuarkXPress - 2018 User Manual

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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

A GUIDE TO QUARKXPRESS 2018 | I

Glyphs palette.........................................................................................................45

Gradients palette ....................................................................................................45

Grid Styles palette ..................................................................................................46

Guides palette ........................................................................................................46

HTML5 Palette ........................................................................................................46

yperlinks 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

A Guide to QuarkXPress 2018 | iii

Cutting, copying, and pasting items.....................................................................109

Controlling the stacking order of items ................................................................109

Grouping items .....................................................................................................110

Duplicating items..................................................................................................110

Spacing and aligning items...................................................................................111

otating 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

orking 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

reating 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

orking 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

esizing 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

ource 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

A Guide to QuarkXPress 2018 | ix

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

uplicating 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

cale 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

A Guide to QuarkXPress 2018 | xi

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

reating 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

dding 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

A Guide to QuarkXPress 2018 | xiii

Preferences — Application — XTensions Manager...............................................452

Preferences — Application — Sharing..................................................................452

Preferences — Application — Fonts.....................................................................452

Preferences — Application — Text Highlighting ..................................................453

Preferences — Application — East Asian .............................................................453

references — 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

xiv | A Guide to QuarkXPress 2018

About this guide

You do not need to read the QuarkXPress® documentation from beginning to end.

nstead, 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.

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

in bold type. For example: “Click OK.”

A GUIDE TO QUARKXPRESS 2018 | 1

ABOUT THIS GUIDE

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

nterface 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.

2 | A Guide to QuarkXPress 2018

The user interface

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

ommands 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 USER INTERFACE

The Tools palette

The Tools palette includes the following controls:

A GUIDE TO QUARKXPRESS 2018 | 3

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.

se 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•

heir 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•

oxes.

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.•

4 | A Guide to QuarkXPress 2018

THE USER INTERFACE

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

egment. 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 “



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.

Creating a Composition Zones

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

A Guide to QuarkXPress 2018 | 5

THE USER INTERFACE

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:

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.•

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.

6 | A Guide to QuarkXPress 2018

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

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

ool, 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.

andom 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•

THE USER INTERFACE

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:

A Guide to QuarkXPress 2018 | 7

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:

8 | A Guide to QuarkXPress 2018

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.

A Guide to QuarkXPress 2018 | 9

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.:

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

the polygon and then click and drag.

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.

10 | A Guide to QuarkXPress 2018

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.•

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 2018 | 11

THE USER INTERFACE



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

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

nce 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.

12 | A Guide to QuarkXPress 2018

THE USER INTERFACE

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.

A Guide to QuarkXPress 2018 | 13

THE USER INTERFACE



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•

14 | A Guide to QuarkXPress 2018

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 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.

A Guide to QuarkXPress 2018 | 15

THE USER INTERFACE



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.

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



the list.

Using the Triangle tool

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•

16 | A Guide to QuarkXPress 2018

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 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).

A Guide to QuarkXPress 2018 | 17

THE USER INTERFACE



New Random: Applies some randomness to the shape.•

tem: 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 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.

18 | A Guide to QuarkXPress 2018

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.

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 2018 | 19

THE USER INTERFACE



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

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

nce 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•

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.

20 | A Guide to QuarkXPress 2018

THE USER INTERFACE

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.•

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.

A Guide to QuarkXPress 2018 | 21

THE USER INTERFACE



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:

Enter values for the following ﬁelds:

Width•

22 | A Guide to QuarkXPress 2018

THE USER INTERFACE

Height•

elect 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:

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.

A Guide to QuarkXPress 2018 | 23

THE USER INTERFACE



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.

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



the list.

Menus

The topics below describe the menus and menu items available in QuarkXPress.

QuarkXPress menu (Mac OS X only)

The QuarkXPress menu is a part of QuarkXPress for Mac OS X. This menu contains

the same commands as in the application menu for other Mac OS X applications —

to hide or show QuarkXPress and other applications, to access preferences, and to

quit QuarkXPress. This menu includes the following commands:

About QuarkXPress: Use this command to display information about•

QuarkXPress, such as the version number.

Edit License Code: Use this command to change the validation code of an•

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

Drive version (formerly called “evaluation copy”) of QuarkXPress into a fully

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

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

24 | A Guide to QuarkXPress 2018

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,•

Preferences.”

see “

Quit QuarkXPress: Use this command to exit the application.•

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.

THE USER INTERFACE

New Project from IDML: Use this option to open InDesign IDML ﬁles as•

QuarkXPress projects.

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, Kindle, or Android App.

A Guide to QuarkXPress 2018 | 25

THE USER INTERFACE

Edit menu

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.•

The Edit menu includes the following commands:

Undo: Undoes the last action.•

Redo: Redoes an undone action.•

Cut: Cuts the selected content.•

Copy: Copies the selected content to the clipboard.•

Paste: Pastes the clipboard contents on the active page.•

Paste Without Formatting: Pastes the clipboard contents as plain text.•

Paste In Place: Pastes a duplicated or copied item onto the active page at the•

same position from which it was originally copied.

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

QuarkXPress object.

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 “

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,•

Working with colors.”

see “

Preferences.”

Style Sheets: Lets you add, edit, and delete style sheet deﬁnitions. For more•

information, see “

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 “

Conditional Styles: Lets you add, edit, and delete conditional styles. For more•

information, see “

26 | A Guide to QuarkXPress 2018

Working with Style Sheets.”

Working with callouts.”

Working with Conditional Styles.”

THE USER INTERFACE

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 “

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

information, see “

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 “

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 footnotes and endnotes.”

Working with text shading.”

Working with hanging characters.”

Working with lists.”

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

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

“

Controlling hyphenation and justiﬁcation.”

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

that you can apply to text components. For more information, see “

design grids

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

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

speciﬁc fonts.

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



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

East Asian).

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

information, see “

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.

.”

Working with Mojigumi sets and classes.”

Working with

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.

A Guide to QuarkXPress 2018 | 27

THE USER INTERFACE

Style menu

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 “

The Style menu changes depending on whether a text box, a picture box, or a line

is active.

The Style menu changes depending on whether a text component or a picture

component is active.

Working with output styles.

Style menu for text

The Style menu for text includes commands for specifying character attributes and

paragraph formats. This menu includes the following commands:

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.

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.•

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).

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

you justify or force-justify selected paragraphs.

28 | A Guide to QuarkXPress 2018

THE USER INTERFACE

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.

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.•

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.

A Guide to QuarkXPress 2018 | 29

THE USER INTERFACE

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.

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

Scale: Lets you change the scale of a picture within a picture component.•

Rotate: Lets you rotate a picture within a picture component.•

cale Picture To Fill 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 horizontally and•

vertically to ﬁll its picture box.

Reset Picture: Resets the picture in the active picture component to its default•

scale, skew, and rotation.

Halftone (Windows only): Lets you apply a halftone screen pattern to a selected•

grayscale picture.

Flip Picture Horizontal: Flips the selected picture horizontally.•

Flip Picture Vertical: Flips the selected picture vertically.•

Edit: Lets you modify and apply a Clipping Path and Runaround to a selected•

picture or 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.

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.•

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.•

30 | A Guide to QuarkXPress 2018

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

selected line.

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

Item menu

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

grouping, sharing, and more.

Duplicate: Lets you create a copy of an item and its contents.•

Super Step and Repeat: Lets you duplicate an active item multiple times and•

pecify scale, rotation, and shading for the duplicates.

Delete: Lets you delete a selected item and its contents.•

Lock: Lets you prevent accidental changes to items and their contents by•

locking its position or content.

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

contains.

THE USER INTERFACE

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

single text box.

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.•

Export Options: Lets you specify export options for tagged PDF export.•

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.

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.

A Guide to QuarkXPress 2018 | 31

THE USER INTERFACE

Edit: Lets you modify item shape, runaround, or clipping path.•

lip 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 “

Composition Zones: Lets you create or modify Composition Zones.•

Working with callouts.”

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

Kindle, App Studio and HTML5 Publication output formats. For more

information, see Digital Publishing with QuarkXPress.

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

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

see “

Notes.”

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•

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.•

32 | A Guide to QuarkXPress 2018

ayout menu

he Layout menu includes commands for working with and navigating to layouts.

ew: 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•

ize.

dvanced Layout Properties: Lets you modify sharing properties of a layout.•

Metadata: Lets you apply metadata to the layout for eBook and tagged PDF•

export. For more information, see Digital Publishing with QuarkXPress.

Auto Tag Layout: Lets you add page components to the Articles palette to be•

able to export to Reﬂow ePub, and to specify reading order of items in tagged

PDFs.

THE USER INTERFACE

Preview HTML 5 Publication: Page, Layout, Project previews.•

Previous: Activates the layout tab that was active prior to the current layout.•

Next: Activates the layout tab that is positioned to the immediate right of the•

active layout.

First: Activates the far-left layout tab.•

Last: Activates the far-right layout tab.•

Go to: Lets you activate a speciﬁc layout and then choose the layout from the•

submenu.

Table menu

The Table menu includes 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.

A Guide to QuarkXPress 2018 | 33

THE USER INTERFACE

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.

View menu

The View menu provides options for viewing your document and specifying what

you see on screen when the menu item is checked. This menu includes the

following commands:

Fit in Window: Automatically scales the view to ﬁt (and center) an entire page•

in the layout window.

50%: Scales the layout view to 50%.•

75%: Scales the layout view to 75%.•

Actual Size: Scales the layout view to 100%.•

200%: Scales the layout view to 200%.•

Thumbnails: Displays small representations of each page that you can rearrange•

and copy between projects.

Enter Full Screen (Mac OS X only): Lets you switch to full screen mode.•

Dynamic Guides: Displays nonprinting lines that appear when you create or•

manipulate item on pages. They help you align, edit, and transform items

relative to other items on the page by displaying location and measurement

values. Displays a submenu allowing you to turn Dynamic Guides on and off

and specify the type of dynamic guides and feedback that appear (such as Align

to Center of Item, Align to Edges of Item, Align to Center of Page, Show

Equal Dimensions, Show Equal Spacing, and Show Measurements for

34 | A Guide to QuarkXPress 2018

THE USER INTERFACE

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.

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 Measurements palette, 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 “

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.•

Using Story Editor view.”

A Guide to QuarkXPress 2018 | 35

THE USER INTERFACE

Utilities menu

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

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•

heck 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.

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

check the spelling of a word, a selection of text, a component, or an article. The

submenu also allows you to specify and edit the auxiliary dictionary for use in

spell checking.

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 story 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.

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 it works for Japanese IME Only.

On Windows: IME Reconversion is supported through the IME Reconversion

menu option on the QuarkXPress Utilities Menu, as well as the Context

Menu. It works for all Japanese IME, Korean IMEs and a few Simpliﬁed and

Traditional Chinese IMEs.

IME Reconversion is also supported through the keyboard on both Windows



and Mac OS X.

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.

36 | A Guide to QuarkXPress 2018

THE USER INTERFACE

Usage: Lets you view and update the usage of fonts, pictures, proﬁles,•

Composition Zones, and Excel tables that are linked to external data sources.

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 “

functionality.”

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

ImageGrid functionality.”

“

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

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.

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

application.

Cloner•

Linkster•

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.

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

Android App you last published from QuarkXPress. You may also use the “App

Build Status” button in the Layout controls. Once complete, you may view the

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

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

details.

A Guide to QuarkXPress 2018 | 37

THE USER INTERFACE

Window menu

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 or Export as Android App dialog.

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

and palettes. This menu includes the following commands:

ew 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.

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

“Working with Reﬂow.”

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

Working with books.”

“

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

“

Working with callout styles.”

Colors: Displays and hides the Colors palette.•

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

information, see “

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 “

Glyphs: Displays and hides the Glyphs palette.•

38 | A Guide to QuarkXPress 2018

Working with conditional styles.”

Working with footnotes and endnotes.”

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

“Creating multi-color blends.”

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.•

THE USER INTERFACE

Redline: Displays and hides the Redline palette.•

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

XTensions software.”

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.•

Image Editing: Displays the Image Editing palette.•

JavaScript Palette: Displays and hides the JavaScript palette.•

JavaScript Debugger Palette: Displays and hides the JavaScript Debugger•

palette.

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

menu items to easily switch between windows.

Help menu

Scale•

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

following commands:

Documentation: Use this command to display the online help.

What’s New: Use this option to explore What’s New in 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.

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THE USER INTERFACE

Context menus

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.

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

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

or on a palette.

Palettes

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

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

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

equivalent.

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:

Measuring Unit

Type

Agate 1 agate First decimal unit by 1 5 agates

Centimetres 1 cm 1 mm 5 cms

Ciceros 1 cicero First decimal unit by 1 5 cicero

Degrees 10 degrees 1 degree 25 degrees

Inches .25 inch .1 inch 1 inch

Arrow Keys

(up/down)

Arrow keys (up/down)

with Alt key

Arrow keys (up/down) with

Shift key

Inches Decimal 1 inch decimal No change No change

Picas 1 pica 1 pica point 5 picas

Millimeters 1 mm No change 10 mm

Points 1 pt .5 pt 5 pts

Number - used for

columns

1 No change No change

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Measuring Unit

Type

Percent - used for

color opacity

Pixels 1 pixel No change 10 pixels

Q 1 Q No change 20 Qs

Palettes can be vertically docked to the left and right edges of the screen, and

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 horizontal 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. On macOS, you can dock the vertical

Measurements palette to left and right edge of the screen.

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



Turn Hiding On.

Arrow Keys

(up/down)

10% 1% 25%

ocked palettes on screen edges form a group and can be moved as a group. Docked

Arrow keys (up/down)

with Alt key

Arrow keys (up/down) with

Shift key

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.

Articles palette

The Articles palette lets you tag content for Reﬂow ePub and specify the reading

order of tagged items for tagged PDF export.

Advanced Image Control palette

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

images. For more information, see “Working with PSD pictures.”

A Guide to QuarkXPress 2018 | 41

THE USER INTERFACE

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 “

The Books palette lets you work with books.

Working with books.”

Callout Styles palette

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

see “Working with callout styles.”

Colors palette

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

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

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

information, see “

42 | A Guide to QuarkXPress 2018

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.”

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

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THE USER INTERFACE

ontent Variables palette

he 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.

o highlight existing content variables, use the View > Highlight Content Variable

menu item. Users can also insert, add and edit content variables using the Utilities

> Content Variable menu item. For more information, see “

Content variables.”

The Content Variable palette provides access to the content variables.

Footnote Styles palette

The Footnote Styles palette allows you to:

add, edit, delete and duplicate footnote styles.•

insert new footnotes and endnotes or modify existing footnotes and endnotes•

using a custom Footnote/Endnote option/button.

change between different footnote/endnote styles by selecting the•

footnote/endnote reference in the parent text and clicking on the desired style

in the palette.

Users can also insert, add and edit footnote styles using the Edit > Footnote Styles

menu item.

Users can also insert footnotes and switch between footnotes and the reference text

using the Style > Footnotes/Endnotes menu item. For more information, see

“

Working with footnotes and endnotes.”

44 | A Guide to QuarkXPress 2018

The Footnote Styles palette provides access to footnotes.

Glyphs palette

The Glyphs palette gives you easy access to every character in each font on your

computer. You can display all characters in the selected font or narrow down the

selection by choosing an option from the second drop-down menu. The selected

characters Unicode value is visible at the bottom right. You can add characters to a

story by double-clicking them. Using the Favorite Glyphs area at the bottom of the

palette, you can store often-used characters for easy access.

THE 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.”

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THE USER INTERFACE

Grid Styles palette

The Gradients palette lets you deﬁne and apply gradients.

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.”

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

Guides palette

The Guides palette lets you work with guides. For more information, see “Using the

Guides palette.”

HTML5 Palette

The HTML5 palette lets you create and conﬁgure movies, slideshows, buttons, and

more for Digital layouts. For more information on creating a Digital layout, see

Digital Publishing with QuarkXPress.

46 | A Guide to QuarkXPress 2018

yperlinks palette

he Hyperlinks palette lets you add and edit hyperlinks in your document. For more

information, see “

THE USER INTERFACE

Hyperlinks.”

The Hyperlinks palette allows you to work with hypelinks in your document.

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.”

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THE USER INTERFACE

The Index palette lets you tag text for inclusion in an automatically generated index.

Item Styles palette

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

“Item Styles XTensions software.”

The Item Styles palette

JavaScript palette

The JavaScript palette lets you run scripts. Some sample scripts are shipped with

QuarkXPress, and you can create more.

48 | A Guide to QuarkXPress 2018

The JavaScript palette

JavaScript Debugger palette

The JavaScript Debugger palette lets you debug scripts. Use the Console tab to write

and test code. Many sample scripts also log messages in console to help you

understand what changes were made.

THE USER INTERFACE

The JavaScript Debugger palette

Layers palette

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

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

See “

Working with layers.”

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THE USER INTERFACE

Lists palette

he Layers palette lets you work with layers and the objects on those layers.

The Lists palette helps you view and generate lists. This feature is useful for creating

things like tables of contents. You can create lists in the Lists dialog box (Edit >

Lists).

The List Name drop-down menu lets you choose from among the lists deﬁned in

the active project and the Update button lets you refresh the list currently displayed

in the palette.

The Find button enables you to locate items in the Lists palette. You can also

navigate to a word or heading by simply double-clicking it in the palette.

The Build button lets you insert the active list into the active text chain. If the list

already exists in the story, you can update it rather than inserting another copy. The

Format As style sheets for the list are applied automatically.

The Lists palette lets you create things like tables of contents

Measurements palette

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

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

the 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.

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THE USER INTERFACE

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 “

(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+,.

he selection of tabs displayed on the Measurements palette depends on which

items are active, and the display of any tab changes to ﬁt the item or items that are

active. The available tabs are as follows:

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

picture boxes, lines, and tables.

Palettes.”

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.

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THE USER INTERFACE

Border tab: Contains controls allowing you to set the border attributes of the•

currently selected box.

Runaround tab: Contains controls allowing you to set the runaround 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 .

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

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THE USER INTERFACE

you select multiple picture boxes with varying effective resolutions, no number

displays next to the Effective Image Resolution icon.

Vertical Measurement palette (macOS only)

You can toggle between horizontal and vertical orientations of the Measurement

alette. Use the context menu to select the desired orientation, or click on the

button to toggle between orientations.

All controls are grouped under titles that allow you to collapse and expand the

groups. With this option, you can keep the most frequently used groups open and

keep the remaining collapsed, to avoid having to scroll the palette when working

on smaller/standard screens.

You can resize the palette in vertical orientation and thegroups are wrapped,

including the tab icons.

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THE USER INTERFACE

Full sized Measurement palette in vertical orientation.

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THE USER INTERFACE

Re-sized Measurement palette in vertical orientation.

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.

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THE USER INTERFACE

Proﬁle Information palette

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.

he 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 “

The Redline palette lets you work with tracking.

Redline.”

Scale palette

The Scale palette lets you perform advanced scaling operations. For more

information, see “Scale XTensions software.”

Style Sheets palette

The Style Sheets palette (Window > Style Sheets) enables you to apply character

and paragraph style sheets by clicking style sheet names. The buttons at the top of

each section of this palette let you create, edit, duplicate, update, and delete style

sheets.

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



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The Style Sheets palette lets you view and apply paragraph and character style sheets.

Table Styles palette

The Table Styles palette allows you to add, edit, and delete table styles.

The Table Styles palette provides access to the table styles.

Text Shading Styles palette

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

styles.

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THE USER INTERFACE

Tools palette

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

The Tools palette lets you easily switch between a wide variety of tools for working

with layouts. For more information, see “

Tools.”

Palette groups and palette sets

QuarkXPress offers two features that help you to manage palettes: palette groups

and palette sets.

Using palette groups

The Palette Groups feature lets you combine several palettes into one.

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This palette group shows the Colors, Style Sheets and Text Shading Styles palettes

attached as one, which economizes space while providing easy access to functions.

(Windows only) To attach a palette to a palette group, Control+click/right-click the

title bar of a palette group and choose an unchecked palette name. When you

attach a palette that is already displayed, the palette moves to become part of the

palette group. To detach a palette from a palette group, Control+click/right-click the

palette name and choose Detach [palette name].

(Mac OS X only) To attach a palette to a palette group, click the icon in the top

right of a palette and choose an unchecked palette name from the list. Palettes that

are already displayed can also be dragged and merged into a palette group. When

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

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

location the palette will be dropped.

(Mac OS X only) Docked palettes on screen edges form a palette group and can be

moved as a group. Palette groups can be set to auto show/hide.

Using palette sets

The Palette Sets feature lets you store and recall the position and status of all open

palettes and libraries, so that you can easily switch between different palette

conﬁgurations.

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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-down1.

menu (the maximum zoom limit is 8000%).

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

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

right of the ﬁeld.

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 and5.

its master page.

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

above the other.

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

side.

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

File > Export.

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

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

click the up arrow to enlarge the thumbnails.

Preview HTML5 Publication: Click this icon to generate a preview of your

10.

content as an HTML5 Publication. You can choose to preview the current page,

the current layout or the entire project. This allows you to preview your content

in a browser, before actually exporting or uploading to the portal.

60 | A Guide to QuarkXPress 2018

App Build Status: Click this icon to check the build status for the iOS or11.

Android App you last published from QuarkXPress. You may also use the “App

Build Status” menu option under the Utilities menu. Once complete, you may

view the downloaded builds from the App Export dialog. This icon will change

to an error icon, if the 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

There are three ways to split a window:

Choose Window > Split Window > Horizontal or Window > Split Window >•

Vertical.

(Windows only) Click the split bar to the right of the scroll bar (for a vertical split)•

or at the top of the scroll bar (for a horizontal split).

Click the split-screen icons in the layout controls bar at the bottom of the•

project window.

Once a window has been split, you can change the width and height of the split by

dragging the bars between the splits.

To remove splits from a window, use one of the following techniques:

A Guide to QuarkXPress 2018 | 61

THE USER INTERFACE

reating a window



Using Story Editor view

Choose Window > Split Window > Remove All.•

lick 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

ntil 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.

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

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information, see “View menu.”) The View Sets feature lets you store and recall

ifferent 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•

View > Full Res Previews•

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).

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.

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THE USER INTERFACE



iew 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.

64 | A Guide to QuarkXPress 2018

Projects and layouts

QuarkXPress ﬁles are referred to as projects, and each project contains one or more

ayouts. 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.

THE USER INTERFACE

A QuarkXPress project can contain two types of layouts: Print and Digital. You can

use one project to create content for various media — such as print, PDF, ePub,

native apps, Kindle books and HTML5 Publications.

Working with projects

To create a project, choose File > New > Project. The New Project dialog box

displays.

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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

whether you can have odd pages on the left. In a project with a vertical default

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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.

Creating a project from an IDML ﬁle

In QuarkXPress, the IDML Import feature offers the functionality to convert

InDesign created IDML documents into QuarkXPress projects with all its assets like

text, pictures, all items, style sheets, colors, blend modes, gradients, anchored items

and many more.

To create a project from an existing IDML ﬁle:

Choose New > Project from IDML

Select the IDML ﬁle in the ﬁle system2.

Conversions between different applications is never 100% Identical. Features that



InDesign offers and QuarkXPress does not will be lost. And features where

QuarkXPress offers superior functionality over InDesign might need rework to make

use of the capabilitties of QuarkXPress.

There are several features that are not yet supported from IDML. The following

objects and attributes will be ignored and not converted:

Drop Shadows•

Hyperlinks and anchors•

Underline Styles•

Table of Content•

Indexes•

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PROJECTS AND LAYOUTS

Variables•

igital layouts•

ross References•

agged elements•

Track Changes•

Interactivity•

Footnotes and Endnotes•

Lists•

Image Advance Layers•

Numbering•

Callout Anchor•

Notes•

EastAsian features•

Tables (Basic level)•



InDesign CS4 created IDML ﬁles cannot be converted. QuarkXPress supports

conversion of IDML ﬁles exported from InDesign CS5, CS6 and CC.

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.•

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.

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ustom page size

f 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.

Choose either Print or Digital from the Layout Type drop-down menu.2.

Choose New from the Page Size: drop-down menu. The Custom Page Size3.

dialog box displays.

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PROJECTS AND LAYOUTS



Fill in a Name for the new custom page size, and deﬁne the Width and Height.4.

The orientation will be assigned automatically, depending on the values input

for Width and Height.

To create multiple custom page sizes, click Add. The new custom page size will

appear in the list and you will be able to create another. To delete a custom

page size, select it from the list and click Delete.. To edit a custom page size,

select it from the list and redeﬁne the Width and Height ﬁelds.

Click OK.

Any custom page sizes you create will appear in the Page Size drop-down menu in

the New Project and the New Layout dialog boxes and can be selected when

creating new Print and eBook layouts, however, custom page sizes deﬁned for Print

layouts can only be used selected when creating new Print layouts, and custom page

sizes deﬁned for eBook layouts can only be used selected when creating new eBook

layouts. The custom page sizes will be removed when your preferences are deleted

and new preferences created.



Custom page sizes can also be created using the New Layout dialog. (Layout >

New).

Working with layouts

It’s easy to navigate between layouts, add layouts, duplicate layouts, and delete

layouts.

By default, tabs display at the top of the project window for each of the layouts in a

project. On Mac OS X only, you can change the order of layouts displayed in the

layout tab by dragging and dropping the layout name tabs. This setting is saved

with the document and the order is maintained.

To navigate between layouts, use the tabs at the top of the project window.

To add a layout to the active project, choose Layout > New or click a layout tab and

choose New from its context menu.

To duplicate a layout, display the layout you want to duplicate, then choose Layout

> Duplicate or choose Duplicate from the Layout tab context menu. User can

duplicate a Print layout into a Digital layout or a Digital layout into a Print layout,

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PROJECTS AND LAYOUTS

by choosing Digital or Print 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.

hen 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 > Android App•

File > Export As > ePub•

File > Export As > Kindle•

File > Export As > Article•



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.

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PROJECTS AND LAYOUTS

resources include the following:

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.

ayout-level resources

ayout-level resources can be unique for every layout in the project. Layout-level

Layout preferences (QuarkXPress/Edit > Preferences > Layout )•

Kerning settings•

Tracking settings•

Hyphenation exceptions•

Zoom values•

To apply adaptive scaling when duplicating a layout choose Layout >

Duplicate. The Duplicate Layout dialog displays.

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

Properties. The Layout Properties dialog displays.

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Check Apply Adaptive Scaling.2.

Click Options to conﬁgure the rules for scaling items on the layout. The3.

Adaptive Scaling dialog displays.

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

Adaptive 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.

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PROJECTS AND LAYOUTS

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 “

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.

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 “

page grid.”

For more information, see “Guide Manager Pro.”

Conﬁguring a master

Ruler guides

Ruler guides (or simply “guides”) are nonprinting guidelines that you can position

manually. You can create ruler guides by dragging them off the horizontal and

vertical rulers (View > Rulers). You can create ruler guides on master pages and on

individual layout pages.

To create a horizontal ruler guide, click the top ruler; when the pointer•

displays, drag the ruler guide into position on the page. To create a vertical ruler

guide, click the vertical ruler, and then drag the ruler guide onto the page when

the pointer displays. If the Measurements palette is open when you drag a

ruler guide, the guide’s position is indicated in the X ﬁeld (for vertical ruler

guides) or the Y ﬁeld (for horizontal ruler guides).

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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.•

o 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.

Snapping to guides

QuarkXPress lets you create a “magnetic ﬁeld” around guides so that when you drag

an item close to a guide, it automatically aligns with it. This feature is called Snap

to Guides (View menu) and the width of the magnetic ﬁeld is called the Snap

Distance.

To control snapping with QuarkXPress controls, make sure View > Snap to Guides

is checked. To specify the distance, choose QuarkXPress/Edit > Preferences > Print

Layout > Guides & Grid and enter a pixel value in the Snap Distance ﬁeld.

You can also choose View > Snap to Page Grids to force items to align with the

master page grid. The value in the Snap Distance ﬁeld applies to master page grids

as well. For more information, see “

Snapping items to design grids.”

Dynamic Guides

Dynamic Guides are nonprinting temporary guides that appear when you create or

manipulate items on a page. They help you align items relative to other items and

to the page in a layout . You can specify the type of dynamic guides and the

feedback that appears.

When you create, transform or move an item, Dynamic Guides automatically

appear to assist in positioning the new item relative to an existing item or to the

page.

Choose View > Dynamic Guides > Show/Hide Dynamic Guides to turn guides on

or off.

You can change when and how Dynamic Guides appear by using the View >

Dynamic Guides sub-menu to select the following options:

Select Align to Center of Item to display guide lines that are generated when•

the center of items are aligned with the center and/or edges of other items.

These are generated when you create and move items.

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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•

orizontal 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 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 “

Dynamic Guides Color

the Color Theme pane of the Preferences dialog box. See “Preferences - Application -

Color Theme.”

.” In Mac OS X you set the color for the dynamic guides using

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.

Preferences - Application -

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.

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

you undo an action.

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Native QuarkXPress objects

QuarkXPress allows you to convert items from other application such as Excel,

llustrator, 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.•

Embed or create linked images while converting to native QuarkXPress objects.•

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

Native Objects dialog displays.

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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 source image.

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

source image.

Check Ignore Transparent Blend Modes to ignore transparent blends applied

to the source image.

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

image 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. 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.

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

Right click in your project where you want to place the object and choose Paste2.

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

The Paste as Native Objects dialog displays.

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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 image.

Check Ignore Transparent Blend Modes to ignore transparent blends applied

to the source image.

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

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

be created in the temp folder of the OS..

Click OK.

The item is pasted into your project as a native QuarkXPress object.



If the item contains fonts not installed on your system, an alert will display.

You can list the fonts not available on your system and optionally, replace them

at this time.

A Guide to QuarkXPress 2018 | 79

NATIVE QUARKXPRESS OBJECTS

Content variables

A content variable is an item you insert in your document that varies according to

he context. For example, the Last Page Number variable displays the page number

of the last page of the document. If you add or remove pages, the variable is

updated accordingly.

Content variables will line wrap and break just like text, including hyphenating

when appropriate.

The text within a content variable is searchable using the Find/Change palette. If

the text you are searching for is contained within a content variable, the entire

variable will be highlighted.

To highlight all content variables in the current project, choose View > Highlight

Content Variables.

QuarkXPress includes the following preset content variables that you can insert in

your document:

Creation Date•

Current Page Number•

File Name•

Last Page Number•

Modiﬁcation Date•

Next Page Number•

Output Date•

Previous Page Number•

You can edit the format of these variables, or you can create your own.

In addition to the set of pre-deﬁned variables, you can create the following

additional text type variables:

Custom Variable: You can combine a text string with other pre-deﬁned variables•

to make a combination.

Running Header: This variable type allows you to choose source data within the•

document by referring to a paragraph or character style sheet. This variable type

can be applied in the master page so that the running headers are automatically

updated. For example, a left side page can have book title and on right side page can

have Chapter/Section title.

80 | A GUIDE TO QUARKXPRESS 2018

Page Reference: This variable is used to create a reference to an existing layout•

object using the existing Anchors feature, and allows you to refer to that object

elsewhere in the document, including the page number for the referred to

object.

Static Text: With this you can create a simple static text variable that can be•

inserted throughout the document. For example, if you want to refer to a

company name across a document consistently and want to make any changes

to it in one go, this variable can be useful.

Edit content variables

To edit content variables, choose Window > Content Variables to display the

ontent 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.

CONTENT VARIABLES

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 “

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.

Create a custom content variable“ for more information.•

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 menu, choose an option to determine whether the last page number

in the section or layout is used.

A Guide to QuarkXPress 2018 | 81

CONTENT VARIABLES

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.•

elect 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.

Select Utilities > Content Variable and choose New from the drop-down2.

menu.

The Edit Content Variable dialog displays.

Enter a name in the Name ﬁeld.

Choose Custom Variable from the Type drop-down menu.4.

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CONTENT VARIABLES

You can choose to insert a Text String or a Text Variable when using this5.

custom content variable.

If creating a custom variable that inserts a text string, type in the text you•

want to appear when inserting this content variable. Click the plus symbol

to add more lines to the text.

If creating a custom variable that inserts a text variable, select the text•

variable you want from the drop-down menu. You can combine 2 or more

text variables by clicking the plus symbol to add another.

Click OK.

After you have added a custom content variable, it will be listed in the Utilities >



Content Variable drop-down menu and also in the Content Variables palette

(Window > Content Variables). The new variable will be available when you

attempt to insert a content variable into the text.

A Guide to QuarkXPress 2018 | 83

CONTENT VARIABLES

nsert a content variable



o insert a content variable in your project:

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

Select Utilities > Content Variable and choose the variable you want to insert2.

from the drop-down menu.

The variable appears on the page as if you’d typed it in the document.

Content variables can be inserted into lists and indexes.

84 | A Guide to QuarkXPress 2018

Boxes, lines, and tables

To create a successful page layout, you need an orderly way to arrange text and

ictures — 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

BOXES, LINES, AND TABLES

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.

A GUIDE TO QUARKXPRESS 2018 | 85

Quark QuarkXPress - 2018 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About this guide

What we’re assuming about you

Where to go for help

Conventions

Technology note

The user interface

Tools

Scissors tool

Starburst tool

ShapeMaker tools

Menus

QuarkXPress menu (Mac OS X only)

File menu

Edit menu

Style menu

Item menu

Page menu

Table menu

View menu

Utilities menu

Window menu

Help menu

Context menus

Palettes

Articles palette

Advanced Image Control palette

Books palette

Callout Styles palette

Colors palette

Conditional Styles palette

Content palette

Footnote Styles palette

Glyphs palette

Gradients palette

Grid Styles palette

Guides palette

HTML5 Palette

Image Editing palette

Index palette

Item Styles palette

JavaScript palette

JavaScript Debugger palette

Layers palette

Lists palette

Measurements palette

Page Layout palette

Redline palette

Scale palette

Style Sheets palette

Table Styles palette

Text Shading Styles palette

Tools palette

Palette groups and palette sets

Layout controls

Views and view sets

Splitting a window

Using Story Editor view

View sets

Projects and layouts

Working with projects

Options for Print layouts

Saving and naming a QuarkXPress project

Exporting layouts and projects

Choose New from the Page Size: drop-down menu. The Custom Page Size3.

Working with layouts

Project-level and layout-level resources

Adaptive scaling

Working with guides

Column and margin guides

Ruler guides

Snapping to guides

Dynamic Guides

Undoing and redoing actions

NATIVE QUARKXPRESS OBJECTS

Convert an existing item to a native QuarkXPress object

Import an object as a native QuarkXPress object