Quark QuarkXPress - 2019 User Manual

A Guide to QuarkXPress 2019

2019/10/05

A GUIDE TO QUARKXPRESS 2019 | I

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.................................................................................................................. 4

Scissors tool .............................................................................................................. 7

Starburst tool ............................................................................................................ 7

ShapeMaker tools ..................................................................................................... 8

Menus ............................................................................................................. 26

QuarkXPress menu (macOS only) ........................................................................... 26

File menu ................................................................................................................ 27

Edit menu................................................................................................................ 28

Style menu .............................................................................................................. 30

Item menu............................................................................................................... 33

Page menu.............................................................................................................. 34

Layout menu ........................................................................................................... 34

Table menu ............................................................................................................. 35

View menu .............................................................................................................. 36

Utilities menu .......................................................................................................... 38

Window menu......................................................................................................... 40

Help menu .............................................................................................................. 41

Context menus................................................................................................ 42

Palettes ........................................................................................................... 42

Articles palette........................................................................................................ 43

Advanced Image Control palette ........................................................................... 43

Books palette.......................................................................................................... 44

Callout Styles palette.............................................................................................. 44

Colors palette ......................................................................................................... 44

Conditional Styles palette....................................................................................... 45

Content palette....................................................................................................... 45

Content Variables palette ....................................................................................... 46

Footnote Styles palette........................................................................................... 46

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Glyphs palette......................................................................................................... 47

Gradients palette .................................................................................................... 47

Grid Styles palette .................................................................................................. 48

Guides palette ........................................................................................................ 48

HTML5 Palette ........................................................................................................ 48

Hyperlinks palette ................................................................................................... 49

Image Editing palette ............................................................................................. 49

Index palette........................................................................................................... 49

Item Styles palette .................................................................................................. 50

JavaScript palette ................................................................................................... 50

JavaScript Debugger palette.................................................................................. 51

Layers palette.......................................................................................................... 51

Layout Blocks .......................................................................................................... 52

Lists palette............................................................................................................. 52

Measurements palette ............................................................................................ 53

Page Layout palette................................................................................................ 59

Profile Information palette ...................................................................................... 60

Redline palette........................................................................................................ 60

Scale palette ........................................................................................................... 61

Style Sheets palette ................................................................................................ 61

Table Styles palette................................................................................................. 61

Text Shading Styles palette..................................................................................... 62

Tools palette ........................................................................................................... 63

Palette groups and palette sets .............................................................................. 63

Layout controls ............................................................................................... 64

Views and view sets........................................................................................ 65

Splitting a window .................................................................................................. 65

Creating a window.................................................................................................. 66

Using Story Editor view........................................................................................... 66

View sets ................................................................................................................. 67

Projects and layouts................................................................... 69

Working with projects..................................................................................... 69

Options for Print layouts ......................................................................................... 70

Creating a project from an IDML file ...................................................................... 71

Saving and naming a QuarkXPress project............................................................. 72

Exporting layouts and projects ............................................................................... 72

Custom page size ................................................................................................... 73

Working with layouts...................................................................................... 74

Project-level and layout-level resources.................................................................. 75

Adaptive scaling ..................................................................................................... 76

Working with guides....................................................................................... 78

Column and margin guides .................................................................................... 78

Ruler guides ............................................................................................................ 78

Snapping to guides................................................................................................. 79

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Dynamic Guides...................................................................................................... 79

Undoing and redoing actions.......................................................................... 80

Native QuarkXPress objects ...................................................... 81

Convert an existing item to a native QuarkXPress object.............................. 81

Import an object as a native QuarkXPress object .......................................... 82

Content variables ....................................................................... 84

Edit content variables ..................................................................................... 85

Create a custom content variable ................................................................... 86

Insert a content variable ................................................................................. 88

Boxes, lines, and tables.............................................................. 89

Understanding items and content................................................................... 89

Understanding handles ................................................................................... 90

Understanding Bézier shapes ......................................................................... 91

Drop Shadows................................................................................................. 94

Item Find/Change ........................................................................................... 95

Working with boxes........................................................................................ 96

Creating text and picture boxes ............................................................................. 96

9-Point Reference Grid ........................................................................................... 97

Resizing boxes ........................................................................................................ 99

Auto Grow/Shrink Text Boxes ................................................................................. 99

Locking box and picture proportions.................................................................... 100

Reshaping boxes................................................................................................... 100

Adding borders to boxes...................................................................................... 100

Applying colors to boxes ...................................................................................... 101

Applying gradients to boxes................................................................................. 101

Specifying number of columns in text boxes........................................................ 101

Merging and splitting boxes................................................................................. 102

Adding text and pictures to boxes ....................................................................... 103

Changing box type ............................................................................................... 103

Creating a box from a clipping path..................................................................... 104

Copying attributes from one box to another........................................................ 104

Super Step and Repeat......................................................................................... 104

ShapeMaker .......................................................................................................... 106

Working with lines ........................................................................................ 111

Creating lines........................................................................................................ 111

Line modes for orthogonal lines ........................................................................... 112

Resizing lines......................................................................................................... 112

Reshaping lines ..................................................................................................... 112

Controlling line appearance ................................................................................. 113

Joining lines .......................................................................................................... 113

Joining, extending and closing open paths.......................................................... 113

Copying attributes from one line to another ........................................................ 113

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Manipulating items ....................................................................................... 115

Selecting items...................................................................................................... 115

Moving items ........................................................................................................ 115

Cutting, copying, and pasting items..................................................................... 115

Controlling the stacking order of items ................................................................ 116

Grouping items ..................................................................................................... 116

Duplicating items.................................................................................................. 117

Spacing and aligning items................................................................................... 117

Rotating items....................................................................................................... 118

Skewing items ....................................................................................................... 118

Locking and unlocking items ................................................................................ 118

Anchoring items and groups in text...................................................................... 118

Working with callouts ................................................................................... 119

Understanding callouts ......................................................................................... 119

Creating a callout.................................................................................................. 121

Configuring a callout anchor................................................................................. 122

Working with callout styles ................................................................................... 123

Callouts and runaround ........................................................................................ 123

Working with tables...................................................................................... 124

Drawing a table..................................................................................................... 124

Converting text to tables ...................................................................................... 125

New Table Model with Table Styles ...................................................................... 126

Importing Excel tables .......................................................................................... 136

Importing Excel charts .......................................................................................... 138

Adding text and pictures to tables ....................................................................... 138

Editing table text .................................................................................................. 138

Linking table cells ................................................................................................. 139

Inserting and deleting rows and columns............................................................. 139

Combining cells .................................................................................................... 140

Manually resizing tables, rows, and columns........................................................ 140

Converting tables back to text.............................................................................. 140

Working with tables and groups........................................................................... 140

Continuing tables in other locations..................................................................... 140

Text and typography................................................................ 145

Editing text ................................................................................................... 145

Fit Box to Text feature........................................................................................... 146

Importing and exporting text ....................................................................... 146

Importing and exporting text with Unicode options ............................................ 147

Word Filter .................................................................................................... 147

Finding and changing text ............................................................................ 149

Special character codes ........................................................................................ 150

Working with footnotes and endnotes ......................................................... 151

Inserting footnotes and endnotes......................................................................... 151

Footnote/Endnote styles ...................................................................................... 152

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Footnote separators.............................................................................................. 155

Checking spelling .......................................................................................... 157

Auxiliary dictionaries ............................................................................................. 159

Counting words and characters .................................................................... 159

Working with grouped characters ................................................................ 161

Working with non-breaking character sets ................................................... 161

Format painter .............................................................................................. 161

Aligning characters on a line......................................................................... 162

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

Applying a font ..................................................................................................... 165

Applying font styles .............................................................................................. 165

Choosing a font size ............................................................................................. 168

Applying type styles.............................................................................................. 169

Applying color, shade, and opacity ...................................................................... 169

Applying horizontal or vertical scale ..................................................................... 169

Applying baseline shift.......................................................................................... 169

Applying emphasis value ...................................................................................... 170

Applying text stroke.............................................................................................. 170

Controlling half-width characters.......................................................................... 171

Working with font sets .......................................................................................... 171

Applying multiple character attributes ................................................................. 172

Applying paragraph attributes ..................................................................... 172

Controlling alignment ........................................................................................... 172

Controlling indentation......................................................................................... 175

Controlling leading ............................................................................................... 176

Controlling space before and after paragraphs.................................................... 176

Controlling space between paragraphs using same style .................................... 177

Controlling column flow........................................................................................ 178

Setting tabs........................................................................................................... 183

Controlling widow and orphan lines ..................................................................... 185

Working with text shading............................................................................ 185

Creating and editing text shading styles .............................................................. 185

Applying text shading........................................................................................... 188

Controlling kerning ....................................................................................... 189

Kerning manually .................................................................................................. 189

Kerning automatically ........................................................................................... 190

Controlling hyphenation and justification ..................................................... 190

Specifying hyphenation exceptions ...................................................................... 193

Hyphenation exception files ................................................................................. 194

Using discretionary hyphens ................................................................................. 202

Controlling tracking ...................................................................................... 202

Tracking manually ................................................................................................. 203

Editing tracking tables .......................................................................................... 203

Sending................................................................................................................. 203

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Working with style sheets............................................................................. 203

Creating and editing paragraph style sheets........................................................ 204

Creating and editing character style sheets.......................................................... 206

Applying style sheets............................................................................................ 208

Appending style sheets ........................................................................................ 209

Working with conditional styles.................................................................... 209

Creating a conditional style .................................................................................. 211

Applying a conditional style ................................................................................. 213

Removing conditional styles ................................................................................. 214

Using conditional style markers ............................................................................ 214

Editing a conditional style..................................................................................... 215

Bullets and numbering .................................................................................. 215

Working with bullet styles..................................................................................... 216

Working with numbering styles............................................................................. 217

Working with outline styles................................................................................... 219

Bullets, numbering, outlines, and style sheets...................................................... 221

Positioning text in text boxes....................................................................... 222

Using baseline grid ............................................................................................... 222

Aligning text vertically .......................................................................................... 223

Specifying text inset.............................................................................................. 223

Specifying story direction ..................................................................................... 223

Controlling font usage .................................................................................. 223

Converting text to boxes.............................................................................. 224

Using text runaround.................................................................................... 224

Running text around all sides of an item............................................................... 224

Running text around lines and text paths ............................................................. 225

Running text around text boxes............................................................................ 225

Running text around pictures................................................................................ 225

Fine-tuning a runaround path ............................................................................... 226

Editing a runaround path...................................................................................... 227

Working with text paths ............................................................................... 227

Creating drop caps........................................................................................ 228

Creating rules above and below paragraphs ................................................ 228

Using anchored boxes................................................................................... 228

Anchoring boxes and lines in text......................................................................... 229

Cutting, copying, pasting, and deleting anchored boxes and lines..................... 229

External anchors.................................................................................................... 229

Working with OpenType Styles..................................................................... 229

Applying OpenType styles.................................................................................... 231

Using ligatures ...................................................................................................... 233

Working with OpenType Stylistic Sets .................................................................. 234

Working with Color Fonts............................................................................. 235

Working with the Glyphs palette.................................................................. 236

Displaying invisible characters...................................................................... 239

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Inserting special characters........................................................................... 239

Inserting spaces .................................................................................................... 239

Inserting other special characters ......................................................................... 240

Specifying character language ...................................................................... 240

Using font fallback ........................................................................................ 240

Working with font mapping rules ................................................................. 240

Working with design grids............................................................................ 242

Understanding design grids.................................................................................. 242

Design grid basics................................................................................................. 245

Working with grid styles........................................................................................ 255

Using design grids ................................................................................................ 257

Working with rubi text.................................................................................. 259

Rubi alignment options......................................................................................... 261

Mono rubi ............................................................................................................. 263

Rubi base alignment options ................................................................................ 264

Rubi overhang options.......................................................................................... 265

Working with hanging characters ................................................................. 267

Creating hanging character classes ...................................................................... 269

Creating hanging character sets ........................................................................... 270

Applying hanging character sets .......................................................................... 270

Working with Mojigumi sets and classes ...................................................... 270

Creating and editing Mojigumi character classes................................................. 271

Creating and editing Mojigumi sets ..................................................................... 271

Applying Mojigumi sets ........................................................................................ 275

Character mapping for legacy projects......................................................... 275

Mapping for projects that use UDA/VDA characters............................................ 275

Mapping for projects that use custom characters................................................. 277

Type Tricks..................................................................................................... 277

Make Fraction ....................................................................................................... 277

Make Price ............................................................................................................ 278

Word Space Tracking ............................................................................................ 278

Line Check ............................................................................................................ 278

Custom Underline ................................................................................................. 279

Hyperlinks ..................................................................................................... 279

Creating a destination........................................................................................... 281

Creating an anchor ............................................................................................... 281

Creating a hyperlink using an existing destination ............................................... 282

Creating a hyperlink from scratch ......................................................................... 282

Showing links in the Hyperlinks palette ................................................................ 283

Formatting hyperlinks ........................................................................................... 283

Editing and deleting destinations......................................................................... 283

Editing and deleting anchors................................................................................ 283

Editing and deleting hyperlinks ............................................................................ 284

Navigating using the Hyperlinks palette............................................................... 284

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Indic Support............................................................................ 285

Overview ...................................................................................................... 285

Text and Typography support....................................................................... 285

Support for Indic Unicode Fonts................................................................... 285

Integration with Input Method Editors (IMEs).............................................. 285

Indic text input ............................................................................................. 286

Indic text deletion......................................................................................... 286

OpenType features........................................................................................ 286

Spell Check.................................................................................................... 287

Hyphenation.................................................................................................. 287

Drop Caps .................................................................................................... 289

Find/ Change................................................................................................. 289

Enhanced Glyph palette support .................................................................. 289

Font grouping, Font fallback, Font Locking, Language locking.................... 290

Kerning/ Tracking.......................................................................................... 292

Support for Zero Width Joiner and Zero Width Non-Joiner ........................ 293

Pictures .................................................................................... 294

Working with pictures................................................................................... 294

Importing a picture ............................................................................................... 294

Spring Loading on Cursor..................................................................................... 295

Moving pictures .................................................................................................... 297

Resizing pictures ................................................................................................... 297

Cropping pictures ................................................................................................. 298

Rotating and skewing pictures.............................................................................. 298

Coloring and shading pictures.............................................................................. 298

Flipping pictures ................................................................................................... 298

Listing, verifying status of, and updating pictures ................................................ 299

Specifying background colors for pictures............................................................ 299

Maintaining picture attributes............................................................................... 299

Editing the raster image ....................................................................................... 299

Working with clipping paths ......................................................................... 305

Creating clipping paths......................................................................................... 305

Using embedded clipping paths .......................................................................... 306

Manipulating clipping paths ................................................................................. 306

Creating special effects with clipping paths ......................................................... 307

Working with alpha masks ............................................................................ 307

Working with PSD pictures ........................................................................... 308

Preparing PSD files ............................................................................................... 308

Working with PSD layers....................................................................................... 308

Working with PSD channels .................................................................................. 309

Working with PSD paths ....................................................................................... 310

Printing PSD pictures ............................................................................................ 311

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Cross references....................................................................... 312

Inserting a cross reference............................................................................ 312

Synchronizing cross references ..................................................................... 314

Color, opacity, and drop shadows ............................................ 315

Working with colors...................................................................................... 315

The Colors palette ................................................................................................ 315

The Colors dialog box .......................................................................................... 316

Creating a color .................................................................................................... 316

Creating gradients ................................................................................................ 317

Editing a color....................................................................................................... 319

Duplicating a color................................................................................................ 320

Deleting a color .................................................................................................... 320

Adding colors using the color picker tool............................................................. 320

Importing colors from another article or project................................................... 323

Changing all instances of one color to another color........................................... 323

Applying color and shade to text ......................................................................... 323

Applying color and shade to lines ........................................................................ 324

Applying transparency blend modes.................................................................... 324

Working with opacity.................................................................................... 328

Specifying opacity................................................................................................. 328

Specifying opacity for groups ............................................................................... 329

Creating blends with transparency ....................................................................... 329

Color management........................................................................................ 329

Source setups and output setups ......................................................................... 329

The color management experience for users ....................................................... 330

Working with source setups and output setups from a color expert.................... 331

Working in a legacy color management environment.......................................... 332

Proofing color on screen (soft proofing) ............................................................... 332

Color management for experts............................................................................. 333

Creating a source setup........................................................................................ 333

Creating an output setup...................................................................................... 334

Managing profiles ................................................................................................. 335

Working with drop shadows ......................................................................... 336

Applying drop shadows........................................................................................ 336

Customizing drop shadows................................................................................... 336

Incorporating drop shadows with items................................................................ 337

Custom Bleeds ......................................................................... 338

Using Custom Bleeds .................................................................................... 338

Using Clip at Bleed Edge .............................................................................. 339

Item Styles ............................................................................... 340

Using the Item Styles palette ....................................................................... 340

Creating Item Styles ..................................................................................... 341

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Checking Item Style usage............................................................................ 342

DejaVu (Windows only) ............................................................ 344

Document construction ............................................................ 345

Using automatic page numbering ................................................................. 345

Creating an automatic text box .................................................................... 345

Working with master pages.......................................................................... 346

Creating a master page ........................................................................................ 346

Applying master pages......................................................................................... 350

Updating master pages ........................................................................................ 351

Master pages and layout families ......................................................................... 351

Working with layers...................................................................................... 351

Understanding layers ............................................................................................ 352

Creating layers ...................................................................................................... 353

Selecting layers ..................................................................................................... 353

Showing and hiding layers.................................................................................... 353

Determining which layer an item is on.................................................................. 354

Deleting layers ...................................................................................................... 354

Changing layer options......................................................................................... 355

Moving items to a different layer.......................................................................... 355

Copying and pasting items between layers.......................................................... 356

Changing the stacking order of layers.................................................................. 356

Layers and text runaround .................................................................................... 357

Duplicating layers ................................................................................................. 357

Merging layers ...................................................................................................... 357

Locking items on layers......................................................................................... 358

Using master pages with layers............................................................................. 358

Suppressing printout of layers .............................................................................. 358

Using PDF layers ................................................................................................... 359

Working with lists ......................................................................................... 359

Preparing for lists .................................................................................................. 359

Creating a list........................................................................................................ 360

Importing lists from another document ................................................................ 361

Navigating with lists.............................................................................................. 361

Building lists.......................................................................................................... 361

Updating lists ........................................................................................................ 362

Working with indexes ................................................................................... 362

Specifying the index marker color ........................................................................ 362

Creating index entries........................................................................................... 362

Creating cross-references ..................................................................................... 364

Editing an index entry........................................................................................... 365

Deleting an index entry ........................................................................................ 366

Specifying the punctuation used in an index........................................................ 366

Building an index .................................................................................................. 367

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Editing final indexes.............................................................................................. 368

Working with books...................................................................................... 369

Creating books...................................................................................................... 369

Working with chapters .......................................................................................... 370

Controlling page numbers.................................................................................... 372

Synchronizing chapters ......................................................................................... 373

Printing chapters................................................................................................... 374

Generate a PDF from a Book................................................................................ 374

Creating indexes and tables of contents for books .............................................. 375

Working with libraries................................................................................... 376

Creating libraries................................................................................................... 377

Adding library entries ........................................................................................... 377

Retrieving library entries ....................................................................................... 377

Manipulating library entries .................................................................................. 377

Working with labels............................................................................................... 378

Saving libraries...................................................................................................... 378

Guides Palette .............................................................................................. 379

Using the Guides palette ...................................................................................... 379

Guides palette menu ............................................................................................ 380

Creating guides with the Guides palette.............................................................. 381

Creating grids with the Guides palette................................................................. 382

Creating rows and columns .................................................................................. 383

Creating bleed and safety guides......................................................................... 384

Scale functionality ......................................................................................... 386

Cloner functionality....................................................................................... 388

ImageGrid functionality ................................................................................ 389

Linkster functionality .................................................................................... 391

Output...................................................................................... 393

Printing layouts............................................................................................. 393

Updating picture paths ......................................................................................... 393

Setting Print dialog box controls .......................................................................... 393

Print dialog box..................................................................................................... 395

Printing color separations ..................................................................................... 400

Printing color composites ..................................................................................... 401

Exporting layouts.......................................................................................... 402

Exporting a layout in EPS format .......................................................................... 402

Exporting a layout in PDF format.......................................................................... 403

Tagged PDF (PDF/UA) .......................................................................................... 405

PDF/A Export enhancement ................................................................................. 406

Creating a PostScript file....................................................................................... 407

Exporting a layout as an image ............................................................................ 407

Using Collect for Output............................................................................... 410

Working with output styles........................................................................... 411

App Studio output styles ...................................................................................... 412

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HTML5 Publication output styles .......................................................................... 414

Working with trapping.................................................................................. 415

Understanding flattening and production issues .......................................... 416

PDF ............................................................................................................... 416

Importing a PDF file into a picture box................................................................. 416

Collaboration and single-sourcing ............................................ 419

Working with shared content........................................................................ 419

Sharing and synchronizing content....................................................................... 420

Understanding synchronization options................................................................ 422

Placing a synchronized item.................................................................................. 423

Placing synchronized content ............................................................................... 423

Importing content into the shared content library................................................ 423

Working with Composition Zones................................................................. 423

Understanding Composition Zones ...................................................................... 423

Creating a Composition Zones item..................................................................... 426

Placing a Composition Zones item................................................................ 428

Managing multiple pages in a placed Composition Zones item .......................... 429

Editing the attributes of a Composition Zones item............................................. 429

Converting a Composition Zones item to a picture.............................................. 430

Unsynchronizing a Composition Zones item......................................................... 430

Editing a composition layout: Content ......................................................... 430

Editing the contents of a composition layout............................................... 430

Unsynchronizing a composition layout.......................................................... 431

Deleting a composition layout ...................................................................... 431

Notes........................................................................................ 432

Creating notes .............................................................................................. 432

Working with notes....................................................................................... 433

Opening and closing notes................................................................................... 433

Showing and hiding notes .................................................................................... 433

Deleting notes ...................................................................................................... 433

Converting between notes and text ..................................................................... 433

Viewing notes by author, date, name, or color ..................................................... 433

Moving and resizing notes.................................................................................... 434

Printing notes........................................................................................................ 434

Notes in PDFs ....................................................................................................... 434

Redline ..................................................................................... 435

Tracking changes........................................................................................... 435

Viewing tracked changes .............................................................................. 436

Accepting and rejecting changes .................................................................. 436

Job Jackets .............................................................................. 438

Understanding Job Jackets........................................................................... 438

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What are Job Jackets?.......................................................................................... 439

The structure of Job Jackets................................................................................. 439

Sample Job Jackets workflow............................................................................... 443

Working with Job Jackets............................................................................. 444

Basic mode and Advanced mode......................................................................... 444

Creating Job Jackets files ..................................................................................... 445

Working with Job Tickets ............................................................................. 449

Creating a Job Ticket template ............................................................................ 449

Adding a layout definition to a Job Ticket: Advanced mode............................... 453

Applying a Job Ticket template to a project ........................................................ 454

Applying a layout definition to a project .............................................................. 457

Exporting and importing Job Tickets ................................................................... 457

The default Job Jackets file .......................................................................... 458

Editing the default Job Ticket template: File menu ............................................. 458

Editing the default Job Ticket template: Utilities menu ....................................... 458

Editing the default Job Jackets file....................................................................... 459

Working with Resources: Advanced mode ................................................... 459

Accessing Resources: Advanced mode ................................................................ 459

Configuring Resources: Advanced mode ............................................................. 460

Specifying the location of Resources: Advanced mode ....................................... 461

Working with Layout Specifications.............................................................. 462

Creating a Layout Specification: Advanced mode................................................ 462

Applying a Layout Specification to a layout ......................................................... 463

Working with Rules and Rule Sets ................................................................ 465

Creating Rules: Advanced mode .......................................................................... 466

Adding Rules to a Rule Set: Advanced mode....................................................... 468

Applying a Rule Set to a layout ............................................................................ 469

Evaluating a layout ....................................................................................... 470

Job Jackets locking....................................................................................... 472

Printing with JDF output .............................................................................. 473

Working with multiple languages............................................. 475

Applying a character language ..................................................................... 475

Changing the program language .................................................................. 476

XTensions software .................................................................. 477

Working with XTensions modules ................................................................. 477

Installing XTensions modules................................................................................ 477

Enabling and disabling XTensions modules.......................................................... 478

Working with XTensions sets (Windows only) ....................................................... 478

Script XTensions software............................................................................. 478

Box Tools submenu............................................................................................... 479

Grid submenu ....................................................................................................... 479

Images submenu................................................................................................... 480

Picture Box submenu ............................................................................................ 480

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Saving submenu.................................................................................................... 480

Special submenu................................................................................................... 480

Stories submenu ................................................................................................... 481

Tables submenu .................................................................................................... 481

Typography submenu ........................................................................................... 481

Preferences .............................................................................. 482

Understanding preferences ......................................................................... 482

Nonmatching Preferences alert ............................................................................ 482

Changes to QuarkXPress preferences .................................................................. 483

What’s in the preferences files .............................................................................. 483

Application preferences................................................................................ 485

Preferences — Application — Display.................................................................. 485

Preferences — Application — Color Theme......................................................... 486

Preferences — Application — Key Shortcuts........................................................ 486

Preferences — Application — Input Settings........................................................ 487

Preferences — Application — Font Fallback ........................................................ 488

Preferences — Application — Undo..................................................................... 489

Preferences — Application — Open and Save..................................................... 490

Preferences — Application — XTensions Manager............................................... 490

Preferences — Application — Sharing.................................................................. 491

Preferences — Application — Fonts..................................................................... 491

Preferences — Application — Text Highlighting .................................................. 491

Preferences — Application — East Asian ............................................................. 492

Preferences — Application — Dynamic Guides Color.......................................... 492

Preferences — Application — File List.................................................................. 492

Preferences — Application — Default Path.......................................................... 492

Preferences — Application — Index..................................................................... 492

Preferences — Application — Job Jackets........................................................... 493

Preferences — Application — Notes .................................................................... 493

Preferences — Application — PDF....................................................................... 494

Preferences — Application — Redline.................................................................. 494

Preferences — Application — Spell-Check........................................................... 495

Preferences — Application — Tables.................................................................... 495

Preferences — Application — Fraction/Price........................................................ 496

Project preferences....................................................................................... 496

Preferences — Project — General ........................................................................ 496

Layout preferences ....................................................................................... 497

Preferences — Layout — General......................................................................... 497

Preferences — Layout — Measurements.............................................................. 498

Preferences — Layout — Paragraph..................................................................... 499

Preferences — Layout — Character...................................................................... 500

Preferences — Layout — Tools ............................................................................. 502

Preferences — Layout — Guides and Grid........................................................... 502

Preferences — Layout — Grid Cell Fill.................................................................. 503

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Preferences — Layout — Color Manager ............................................................. 503

Preferences — Layout — Layers ........................................................................... 504

Contacting Quark..................................................................... 505

In the Americas ............................................................................................. 505

Outside the Americas ................................................................................... 505

Legal notices ............................................................................ 506

ABOUT THIS GUIDE

A GUIDE TO QUARKXPRESS 2019 | 1

About this guide

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

Instead, use this guide to quickly look up information, find out what you need to

know, and get on with your work.

What we’re assuming about you

In writing this guide, we assume that you are familiar with your computer and

know how to:

Launch an application •

Open, save, and close files •

Use menus, dialog boxes, and palettes •

Work within a networked computing environment •

Use the mouse, keyboard commands, and modifier keys •

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

need more information in any of these areas.

Where to go for help

If you’re new to QuarkXPress, or if you want to explore one of its other

longstanding features, consult the following resources:

Third-party books •

General books about desktop publishing •

If your issues are at the system level — saving files, moving files, activating fonts, for

example — consult the documentation resources provided with your computer.

Conventions

Formatting conventions highlight information to help you quickly find what you

need.

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

set in Underline type style. For example: “Click OK.”

ABOUT THIS GUIDE

2 | A Guide to QuarkXPress 2019

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

accessing those features. For example: “The Find/Change dialog box (Edit

menu) lets you find and replace text.”

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

For example: “Choose Edit > Style Sheets to display the Style Sheets dialog

box.”

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

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

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

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

systems. However, some labels, buttons, key combinations, and other aspects of

the application must differ between Mac OS® and Windows® because of user

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

Windows versions are presented, separated by a slash, with the Mac OS version

presented first. For example, if the Mac OS version of a button is labeled Select,

and the Windows version is labeled Browse, you are directed to “Click

Select/Browse.” More complex cross-platform differences are mentioned in

notes or parenthetical statements.

Technology note

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

control over typography, color, and collaboration. In addition to unique

typographic controls, QuarkXPress offers comprehensive font support, including

support for TrueType®, OpenType®, and Unicode®. Designers can use PANTONE®

(the PANTONE MATCHING SYSTEM®), Hexachrome®, Trumatch®, Focoltone®,

DIC®, and Toyo to add color to page layouts.

QuarkXPress acts as a hub for collaborative publishing environments because it

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

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

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

QuarkXPress supports copy paste of content from external applications, and allows

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

output content as PostScript® or in PDF format for Adobe Acrobat® Reader®.

QuarkXPress supports export of digital output in ePub, Kindle format, and HTML5

Publications. The ePub file is compatible with all prominent ePub Readers and

Google Chrome. The Kindle file is compatible with Kindle devices. You can also

export files that can be viewed using Internet Explorer®, Safari®, Google Chrome®,

and Firefox®. Using features such as Job Jackets® and Composition Zones®, you

can be sure that multiple people share specifications to produce consistent

publications, even while working on a single publication simultaneously.

The QuarkXPress software architecture lets you and software developers expand

publishing capability. Through XTensions® software technology, third-party

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

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

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

scripting language from Apple® to automate many QuarkXPress activities.

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A GUIDE TO QUARKXPRESS 2019 | 3

The user interface

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

commands are familiar or self-explanatory. Once you become familiar with

QuarkXPress menus and dialog boxes, you will discover that keyboard commands

and palettes offer convenient access to features that you can also access through

menus.

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4 | A Guide to QuarkXPress 2019

Tools

The Tools palette

The Tools palette includes the following controls:

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

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

Command/Ctrl to temporarily access the Item tool.

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

Use the Text Linking tool to link text boxes. To maintain the text in their •

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

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A Guide to QuarkXPress 2019 | 5

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

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

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

keys when using this tool.

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

boxes.

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

press and hold Shift while drawing.

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

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

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

and hold Shift while drawing.

Use the Star tool to create a star shape. •

Use the Polygon tool to create a polygon shape •

Use the Rounded Rectangle tool to create a rounded corner rectangular •

shape.

Use the Diamond tool to create a diamond shape. •

Use the Triangle tool to create a triangle shape. •

Use the Wave tool to create a wave shape. •

Use the Spiral tool to create a spiral shape. •

Use the Cloud tool to create a cloud shape. •

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

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

Use the Orthogonal Line tool to create orthogonal lines. •

Use the Bézier Pen tool to create Bézier lines and boxes. To constrain a line •

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

Use the Add Point tool to add a point to any type of path. Adding a point to •

a content box automatically turns the content box into a Bézier item.

Use the Remove Point tool to remove a point from any type of path. •

Use the Convert Point tool to automatically convert corner points to curve •

points, and curve points to corner points. Click and drag to change the position

of a point, the curve of a curved line segment, or the position of a straight line

segment. Select this tool and click a rectangular box or straight line to convert

the item to a Bézier box or line.

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

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6 | A Guide to QuarkXPress 2019

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. •

Use Flex Container tool to create flex container. •

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



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

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

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

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



“Creating Bézier lines.”

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



drag.

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



line or path.

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



item.”

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



vertically. To display the palette horizontally, on Windows Ctrl+double-click the title

bar and on Mac OS X dock the tool palette to the top edge.

Tool key commands

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

following key commands:

Tool Windows Mac OS X

Item tool V V

Text Content tool T T

Text Linking tool T N

Text Unlinking tool T N

Picture Content tool R R

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A Guide to QuarkXPress 2019 | 7

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 . 1.

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

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

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

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

Select the Select Point tool and click and drag the point to adjust it. 2.

Starburst tool

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

Create a star-shaped picture box using the Starburst tool in two ways.

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

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

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

Tool Windows Mac OS X

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

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8 | A Guide to QuarkXPress 2019

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

following fields, and then click OK:

Star Width •

Star Height •

Number of Spikes •

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

the spike as a percentage.

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

applied and 100 is full randomness applied.

ShapeMaker tools

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

Star tool •

Polygon tool •

Rounded Rectangle tool •

Diamond tool •

Triangle tool •

Wave tool •

Spiral tool •

Cloud tool •

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



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

“ShapeMaker.”

Using the Star tool

To create a star shape in two ways:

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

and then click and drag.

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

and click once. The Create Star dialog box displays:

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A Guide to QuarkXPress 2019 | 9

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:

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

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10 | A Guide to QuarkXPress 2019

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.

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 1.

the polygon and then click and drag.

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

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

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A Guide to QuarkXPress 2019 | 11

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 arrow next to the shape preview to

select a predefined shape.

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:

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12 | A Guide to QuarkXPress 2019

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.

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

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



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

to save this customized shape to use later.

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A Guide to QuarkXPress 2019 | 13

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 arrow next to the shape preview to

select a predefined shape.

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14 | A Guide to QuarkXPress 2019

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.