Quark QuarkXPress - 5.0 Interface Overview

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A Guide to QuarkXPress: Interface Overview

A Guide to QuarkXPress:

Interface Overview

Legal Notices

ACKNOWLEDGMENTS

Quark, Inc., acknowledges with gratitude the efforts and contributions of all the team members and departments involved in producing QuarkXPresssoftware and QuarkXPress Passportsoftware and documentation, including: Product Management, Program Management, Technical Writers, Quality Assurance, Research and Development, Software Configuration Management, Common Components, Technical Support and Worldwide Product Services. Quark also thanks its alpha and beta testing partners for their help in testing QuarkXPress and QuarkXPress Passport.

This manual was produced entirely with QuarkXPress Passport and Quark Publishing System(QPS).

LEGAL NOTICES

©2002 by Quark Technology Partnership as to the content and arrangement of this material. All rights reserved.

©1986–2002 by Quark Technology Partnership and its licensors as to the technology. All rights reserved.

Microsoft Reader Technology ©1999–2000 Microsoft Corporation. All rights reserved.

Information in this document is subject to change without notice and does not represent a commitment on the part of Quark Technology Partnership or its licensee, Quark, Inc.

Use of the Quark Products is subject to the terms of the end user license agreement or other applicable agreements for such product/service. In the event of a conflict between such agreements and these provisions, the relevant agreements shall control.

Quark Products and materials are subject to the copy right and other intellectual property protection of the United States and foreign countries. Unauthorized use or reproduction without Quark’s written consent is prohibited.

Quark, QuarkXPress, QuarkXPress Passport, QuarkXTensions, and XTensions are trademarks of Quark, Inc. and all applicable affiliated companies, Reg. U.S. Pat. & Tm. Off. and in many other countries. The Quark logo, QuarkCMS, and other Quark related marks which Quark may adopt from time to time are trademarks of Quark, Inc. and all applicable affiliated companies.

QPS and related marks are trademarks or registered trademarks of Quark, Inc., used under license by Modulo Systems Corporation. Modulo Systems Corporation is a Quark related company.

FOCOLTONE and FOCOLTONE Colour System are registered trademarks of FOCOLTONE. The concept, structure, and form of FOCOLTONE material and intellectual property are protected by patent and copyright law. Any reproduction in any form, in whole or in part, for private use or for sale, is strictly forbidden. Contact FOCOLTONE, Ltd. for specific patent information.

TRUMATCH, TRUMATCH Swatching System, and TRUMATCH System are trademarks of TRUMATCH, Inc.

Color Data is produced under license from Dainippon Ink and Chemicals, Inc.

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Legal Notices

The HASP® system and its documentation are copyrighted by Aladdin Knowledge Systems Ltd. ©1985 to present. All rights reserved.

Toyo Ink Mfg. Co., Ltd. is the copyright owner of TOYO INK COLOR FINDERSYSTEM AND SOFTWARE which is licensed to Quark, Inc. to distribute for use in connection with QuarkXPress. TOYO INK COLOR FINDERSYSTEM AND SOFTWARE shall not be copied onto another diskette or into memory unless as part of the execution of QuarkXPress. TOYO INK COLOR FINDERSYSTEM AND SOFTWARE © Toyo Ink Mfg. Co., Ltd., 1991. COLOR FINDER is registered or in the process of registration as the registered trademark of Toyo Ink Mfg. Co., Ltd. COLOR FINDERcomputer video simulation used in the product may not match the COLOR FINDERbook, and additionally some printer color used in the product may also not match. Please use the COLOR FINDERbook to obtain the accurate color.

Quark, Inc. does not warrant, guarantee, or make any representations regarding the use or the results of the use of any color system included in Quark products. Video simulations may not match published color standards. Refer to current materials of the specific color company (i.e., PANTONE, Inc.; FOCOLTONE, Ltd.; TRUMATCH, Inc.; TOYO INK, Mfg. Co., Ltd.; or other companies involved in the process of color reproduction) for accurate color samples.

Kodak is a trademark of Eastman Kodak Company.

Microsoft is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries and the Microsoft Reader logo is used under license from Microsoft.

Adobe, Acrobat Reader, and Acrobat are registered trademarks of Adobe Systems Incorporated in the United States and/or other countries.

Pantone® Colors displayed in the software application or in the user documentation may not match PANTONE-identified standards. Consult current PANTONE Color Publications for accurate color. PANTONE© and other Pantone, Inc. trademarks are the property of Pantone, Inc. 2002.

Pantone, Inc. is the copyright owner of color data and/or software which are licensed to Quark, Inc. to distribute for use in combination with QuarkXPress. PANTONE Color Data and/or Software shall not be copied onto another disk or into memory unless as part of the execution of QuarkXPress.

QuickHelpis licensed from Altura Software, Inc. End User is prohibited from taking any action to derive source code equivalent of QuickHelp, including reverse assembly or reverse compilation.

All other trademarks are the properties of their respective owners.

THIRD PARTY XTENSIONS SOFTWARE DISCLAIMER

QUARK IS NOT THE MANUFACTURER OF THIRD PARTY XTENSIONS SOFTWARE OR OTHER THIRD PARTY SOFTWARE OR HARDWARE (HEREINAFTER “THIRD PARTY PRODUCTS”) AND SUCH THIRD PARTY PRODUCTS HAVE NOT BEEN CREATED, REVIEWED, OR TESTED BY QUARK, THE QUARK AFFILIATED COM-

PANIES OR THEIR LICENSORS. (QUARK AFFILIATED COMPANIES SHALL MEAN

ANY PERSON, BRANCH, OR ENTITY CONTROLLING, CONTROLLED BY OR UNDER COMMON CONTROL WITH QUARK OR ITS PARENT OR A MAJORITY OF THE QUARK SHAREHOLDERS, WHETHER NOW EXISTING OR FORMED IN THE

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Legal Notices

FUTURE, TOGETHER WITH ANY PERSON, BRANCH, OR ENTITY WHICH MAY ACQUIRE SUCH STATUS IN THE FUTURE.)

QUARK, THE QUARK AFFILIATED COMPANIES AND/OR THEIR LICENSORS MAKE NO WARRANTIES, EITHER EXPRESS OR IMPLIED, REGARDING THE QUARK PRODUCTS/SERVICES AND/OR THIRD PARTY PRODUCTS/SERVICES, THEIR MERCHANTABILITY, OR THEIR FITNESS FOR A PARTICULAR PURPOSE. QUARK, THE QUARK AFFILIATED COMPANIES AND THEIR LICENSORS DISCLAIM ALL WARRANTIES RELATING TO THE QUARK PRODUCTS/SERVICES AND ANY THIRD PARTY PRODUCTS/SERVICES. ALL OTHER WARRANTIES AND CONDITIONS, WHETHER EXPRESS, IMPLIED OR COLLATERAL, AND WHETHER OR NOT, MADE BY DISTRIBUTORS, RETAILERS, XTENSIONS DEVELOPERS OR OTHER THIRD PARTIES ARE DISCLAIMED BY QUARK, THE QUARK AFFILIATED COMPANIES AND THEIR LICENSORS, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF NON-INFRINGEMENT, COMPATIBILITY, OR THAT THE SOFTWARE IS ERROR-FREE OR THAT ERRORS CAN OR WILL BE CORRECTED. THIRD PARTIES MAY PROVIDE LIMITED WARRANTIES AS TO THEIR OWN PRODUCTS AND/OR SERVICES, AND USERS MUST LOOK TO SAID THIRD PARTIES FOR SUCH WARRANTIES, IF ANY. SOME JURISDICTIONS, STATES OR PROVINCES DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES, SO THE ABOVE LIMITATION MAY NOT APPLY TO PARTICULAR USERS.

IN NO EVENT SHALL QUARK, THE QUARK AFFILIATED COMPANIES, AND/OR THEIR LICENSORS BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, INCLUDING, BUT NOT LIMITED TO, ANY LOST PROFITS, LOST TIME, LOST SAVINGS, LOST DATA, LOST FEES, OR EXPENSES OF ANY KIND ARISING FROM INSTALLATION OR USE OF THE QUARK PRODUCTS/SERVICES, IN ANY MATTER, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY. IF, NOTWITHSTANDING THE FOREGOING, QUARK, THE QUARK AFFILIATED COMPANIES AND/OR THEIR LICENSORS ARE FOUND TO HAVE LIABILITY RELATING TO THE QUARK PRODUCTS/SERVICES OR THIRD PARTY PRODUCTS/SERVICES, SUCH LIABILITY SHALL BE LIMITED TO THE AMOUNT PAID BY THE USER TO QUARK FOR THE SOFTWARE/SERVICES AT ISSUE (EXCLUDING THIRD PARTY PRODUCTS/SERVICES), IF ANY, OR THE LOWEST AMOUNT UNDER APPLICABLE LAW, WHICHEVER IS LESS. THESE LIMITATIONS WILL APPLY EVEN IF QUARK, THE QUARK AFFILIATED COMPANIES, THEIR LICENSORS AND/OR THEIR AGENTS HAVE BEEN ADVISED OF SUCH POSSIBLE DAMAGES. SOME JURISDICTIONS, STATES OR PROVINCES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION OR EXCLUSION MAY NOT APPLY. ALL OTHER LIMITATIONS PROVIDED UNDER APPLICABLE LAW, INCLUDING STATUTES OF LIMITATION, SHALL CONTINUE TO APPLY.

IN THE EVENT ANY OF THESE PROVISIONS ARE OR BECOME UNENFORCEABLE UNDER APPLICABLE LAW, SUCH PROVISION SHALL BE MODIFIED OR LIMITED IN ITS EFFECT TO THE EXTENT NECESSARY TO CAUSE IT TO BE ENFORCEABLE.

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Table of Contents

Introduction

 

About this Book

ix

Other Helpful Publications

xi

QuarkXPress Basics

xii

The Interface

xviii

1

Palettes

 

 

Displaying and Arranging Palettes

1

 

Tools Palette

2

 

Tool Overview

6

 

Web Tools Palette W

23

 

Web Tool Overview W

26

 

Measurements Palette

30

 

Document Layout Palette

43

 

Style Sheets Palette

47

 

Colors Palette

49

 

Trap Information Palette P

52

 

Lists Palette

58

 

Layers Palette

59

 

Profile Information Palette P

63

 

Hyperlinks Palette

65

 

Index Palette P

68

2 Context Menus

 

Context Menus

73

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Table of Contents

3 File Menu

 

File Menu: Overview

77

Creating and Opening Commands

78

Closing and Saving Commands

85

Importing, Appending, Exporting, and

 

Collecting Commands

88

Document Setup, Page Setup, and

 

Print Commands

105

Quit and Exit Commands

122

4 Edit Menu

 

Edit Menu: Overview

123

Undoing and Redoing Actions

124

Cut, Copy, Paste, Deletion Commands

125

Subscribe Commands — Mac OS Only

129

Link Commands — Windows Only

130

Show/Hide Clipboard Commands

133

Find/Change Command

133

Preferences Commands

139

Style Sheets Command

183

Colors Command

190

H&Js Command P

201

Lists Command

207

Dashes & Stripes Command

211

Print Styles Command P

216

Meta Tags Command W

219

Menus Command W

224

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5 Style Menu

 

Style Menu for Text

229

Style Menu for Pictures

258

Style Menu for Lines

269

6 Item Menu

 

Item Menu: Overview

273

Modify Commands

274

Duplicating and Deleting Items

329

Grouping, Merging, and Locking Commands

331

Stacking Order Commands

335

Shape, Content, Edit Commands

342

Point/Segment and Table Commands

345

Rollover and Hot Areas Commands

351

7 Page Menu

 

Page Menu: Overview

353

Inserting, Deleting, and Moving Pages

354

Modifying Master Page Attributes and

 

Numbering Sections

358

Navigating Document Pages

365

Displaying Document Pages

366

8 View Menu

 

View Menu: Overview

367

Document View Commands

368

Show/Hide Commands

370

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9 Utilities Menu

 

Utilities Menu: Overview

376

Spell Checking Commands

377

Hyphenation Commands

384

Usage Command

386

XTensions Manager

391

Component Status

393

PPD Manager P

396

Profile Manager P

397

Tracking Edit

399

Kerning Edit

401

Build Index P

403

10 Window Menu

 

Window Menu — Windows only

406

Glossary

Index

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About this Book

Introduction

From a simple brochure to highly complex corporate communications, QuarkXPress

encourages you to challenge the boundaries of professional publishing, both in print

and on the Web. With superior color capabilities, exceptional picture handling, and

precise typographic controls, QuarkXPress increases your publishing power.

ABOUT THIS BOOK

“A Guide to QuarkXPress: Interface Overview” is not meant to be read cover to cover. The book is designed so that you can look things up quickly, find out what you need to know, and get on with your work. However, if you need more comprehensive information about electronic publishing, that is also provided.

WHERE WE’RE COMING FROM

This book assumes you are familiar with your computer and know how to:

Launch an application

Open, save, and close files

Use menus, dialog boxes, and palettes

Use the mouse, keyboard commands, and modifier keys

If you need help performing any of these tasks, consult the documentation resources (user or reference guides) provided with your computer.

HOW TO USE THIS BOOK

If you stumble on an unfamiliar command, or want more information about how to use a tool, check this book. It explains the QuarkXPress interface, including menus, dialog boxes, tools, palettes, and preferences. Commands are documented in menu order, starting with the first command in the File menu.

WHAT YOU’RE LOOKING AT

This book uses various conventions (styles) to help you find information quickly:

BOLD TYPE STYLE

The names of QuarkXPress menu commands, dialog boxes, and other controls are set in bold type. For example: “The Colors palette lets you apply colors or inks to text, pictures, lines, and box backgrounds.”

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About this Book

REFERENCES AND ARROWS

Whenever a feature is mentioned, a reference shows you how to access that feature. For example: “The Save as dialog box (File menu) lets you save a copy of a document.” Arrows are used to represent the menu path to a feature. For example: “Choose File & Print to display the Print dialog box.”

Choosing File & Print.

ICONS

The names of tools and graphic buttons are followed by the appropriate icons. For example: “Select the Item tool e in the Tool palette” or “Click the Center button } in the Measurements palette.”

CHARTS

This book charts the range of values that any control can accept. Charts follow this format:

RANGE

MEASUREMENT SYSTEM

SMALLEST INCREMENT

2 to 720 pt

various (", pt, cm, etc.)

.001

The “Range” is expressed in the default measurement system. You can enter values in fields using the measurement system described in the “Measurement system” column. For example, measurements may be expressed in pixels, points, or any measurement system supported by QuarkXPress. (The example above shows a feature that accepts any supported measurement system.) The “Smallest increment” is the smallest unit of measurement you can enter.

MAC OS AND WINDOWS REFERENCES

QuarkXPress is designed to incorporate the same features on Mac OS and Windows. This guide is designed to be used with QuarkXPress on either platform. While most of the information in this guide applies to both platforms, operating system differences occasionally require the application to function in a slightly different manner on Mac OS and Windows. In such a situation, this

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About this Book

guide identifies which functions are unique to Mac OS and which functions are unique to Windows.

PRINT AND WEB MODES

QuarkXPress lets you create documents both for printed output and for the Web. When you’re working on a print document, QuarkXPress is in print mode; when you’re working on a Web document, QuarkXPress is in Web mode. The mode determines which tools, features, and other user interface elements are available. In this guide, features that are unique to print documents are identified with a Picon, and features that are unique to Web documents are identified with a W icon.

NOTES AND TIPS

Notes provide helpful information about particular features.

åTips provide extra information about particular features and general techniques for electronic publishing.

OTHER HELPFUL PUBLICATIONS

The QuarkXPress product includes various electronic documents to assist you in using QuarkXPress 5.0. You can find these documents on the QuarkXPress CD-ROM. Quark also provides QuarkXPress training on the World Wide Web to help you familiarize yourself with the various features of QuarkXPress.

A GUIDE TO QUARKXPRESS: USING QUARKXPRESS

Whenever you think to yourself, “I wonder how to do this…,” check the book A Guide to QuarkXPress: Using QuarkXPress. The file name is “Using QuarkXPress.pdf” on your QuarkXPress CD-ROM. The detailed table of contents at the beginning of the book and the index should help you quickly find the information you need.

Each chapter in A Guide to QuarkXPress: Using QuarkXPress includes a series of specific tasks such as “Creating New Documents” or “Importing Pictures.” Instructions for accomplishing tasks are presented in steps or as bulleted lists. Tips with useful information about QuarkXPress are frequently included on these pages.

CONCEPT BLOCKS

Background information about publishing tasks and concepts are also provided throughout A Guide to QuarkXPress: Using QuarkXPress. The first word in the title of a concept block is usually “Understanding,” for example: “Understanding Picture File Formats.” You can read concept blocks any time — they’re designed

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Other Helpful Publications

to round out your knowledge of electronic publishing without necessarily relating to a specific task.

WHAT’S NEW IN QUARKXPRESS 5.0

If you are a proficient QuarkXPress user, start with the file “What’s New in 5_0.pdf,” found on the QuarkXPress CD-ROM. It provides a brief overview of

the new features in this version of QuarkXPress to get you started with your new software as quickly as possible.

OTHER PIECES IN THE BOX

Your QuarkXPress product also includes installation and user registration instructions, a list of keyboard commands, and documentation for any late-breaking features.

QUARKXPRESS TRAINING ON THE WEB

QuarkXPress online training is a Web-based tutorial that will take you through the process of applying specific QuarkXPress features to sample QuarkXPress documents.

If you have little or no experience with QuarkXPress and you want to begin learning about it, these online training exercises will teach you the basic skills necessary to create print and Web documents using this application. Experienced users may also find the lessons useful for learning features that are new to QuarkXPress 5.0, such as layers, tables, and the Web document features.

You can find the QuarkXPress online training on the Quark Web site at www.quark.com. All you need to view the online training is an Internet connection with Web browser version 4.0 or later (for example, MicrosoftInternet Explorer or Netscape Navigator). To perform the training exercises, you need QuarkXPress or a demo version of QuarkXPress.

QUARKXPRESS BASICS

To use QuarkXPress effectively, you need to understand a few basic concepts. Read this section if you are new to QuarkXPress or if you need a quick refresher. If you are new to QuarkXPress, we recommend that you complete the online training exercises available on the Quark Web site, www.quark.com, to familiarize yourself with the individual QuarkXPress features.

PRINT AND WEB MODES

QuarkXPress lets you create documents both for print and the Web. When you’re working on a print document, QuarkXPress is in print mode; when you’re working on a Web document, QuarkXPress is in Web mode. The mode

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QuarkXPress Basics

determines which tools, features, and other user interface elements are available. In this manual, features that are unique to print documents are identified with a Picon, and features that are unique to Web documents are identified with a Wicon.

Some print features can be used in Web documents. To use print features in Web documents, see “The Elements of a Web Document” in Chapter 7, Document Layout,” in A Guide to QuarkXPress: Using QuarkXPress.

PRINT DOCUMENT ENVIRONMENT P

A work area called the pasteboard surrounds each page or spread. You use the pasteboard to store items temporarily or to experiment with something before you put it on a page. You can have individual pages or multipage spreads, and you can add, move, and delete pages as you work. Pages can be manipulated using the Document Layout palette or the Page menu, and in Thumbnails view.

WEB DOCUMENT ENVIRONMENT W

A page in a Web document has no fixed size; it expands as necessary to make room for the items it contains. However, you can use the page width guide as a guideline to make sure the pages you design will fit on your users’ monitors. Gray regions at the bottom and right of the page indicate the page’s true boundaries, but keep in mind that different Web browsers often display the same page differently.

There are no pasteboards in a Web document. Pages can be manipulated using the Document Layout palette or the Page menu.

BASIC TOOLS

QuarkXPress pages contain items. Items are text boxes, text paths, picture boxes,

tables, and lines; they are created in QuarkXPress and manipulated primarily with the Item tool e. Contents are text and pictures; they are manipulated primarily with the Content tool E.

In general, you will use Item menu commands and the left half of the Measurements palette when working with items. Likewise, you will use the Style menu and the right half of the Measurements palette when working with contents.

The controls in the Measurements palette change according to the current selection — whether it is a text box, picture box, text path, line, text, or picture.

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QuarkXPress Basics

THE BOX CONCEPT

In QuarkXPress, most things go into a box. Text is contained in text boxes and pictures are contained in picture boxes. Text can also be placed on a path. You have control over the size, shape, layering, color, and other properties of each box or path — and you have similar control over the text or pictures contained in them.

TABLES

A table is a series of rectangular, grouped boxes — called “cells” — that you can use to present data in a concise format. QuarkXPress lets you create tables, convert text to tables, easily edit table data, and add or remove rows and columns as necessary. The cells can contain text, pictures, or a content of None.

LAYERS

By letting you control which items display on a page, layers make it easier for you to edit and manipulate documents. The Layers palette lets you place all items on the same layer or create different layers for different items. You can display some layers while hiding others, so you can opt to see only those items that you want to edit at a given time.

WORKING WITH TEXT P

A text box or a text path contains text. To create a text box or path, use any of the text box creation tools T, Å, ı, Ç, Î, ´, or Ô, or a text path creation tool , Ò, Â, or ˜. Then use the Get Text command (File menu) to import text files from other sources, including many popular word processors, databases, and spreadsheets. To enter your own text into a text box, select the text box with the Content tool E and begin typing.

When you are working with text, the Style menu provides formatting options such as fonts, type styles, and colors. High-end typographic controls are provided through a combination of menu items, keyboard commands, and preferences. To simplify text formatting, you can create paragraph and character style sheets (Edit & Style Sheets) and apply them using a menu command, the Style Sheets palette, or keyboard commands.

To flow text from one text box to the next (or from one text path to the next), you can create an automatic chain of text. You can also use the Linking u and Unlinking U tools to manually create custom text chains. To create an automatic text chain, check Automatic Text Box in the New Document dialog box (File & New & Document).

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QuarkXPress Basics

WORKING WITH TEXT IN WEB DOCUMENTS W

The typographic effects available in HTML are more limited than those available within QuarkXPress. You can create text boxes that contain formatted HTML text, or you can use the full range of typographic effects by converting text boxes and text paths to graphics at export. If you export a large amount of your text as graphics, be aware that this will increase the size of your page and the page’s downloading time.

PLACING PICTURES

“Picture” is a general term for any type of graphic file in a QuarkXPress document. Just as text boxes contain text, picture boxes contain pictures. To create a picture box, use any of the picture box creation tools p, x, O, å, 7, ƒ, or . Then, use the Get Picture command (File menu) to import a copy of a picture file. You can also paste a picture that has been copied to the Clipboard into your document.

When you are working with pictures, the Style menu provides formatting choices such as contrast, line screen, and colors. Picture formatting options are selectively available depending on the imported picture’s graphic file format.

EXPORTING PICTURES W

When you export a Web document as an HTML file, all pictures in that document are converted to either JPEG, GIF, or PNG format, regardless of their previous format. You can control the format in which each picture is exported.

Text boxes and paths can also be exported as pictures. You can control the export format of these items, as well.

SHAPES AND LINES

To create a colored shape, create a picture box with any kind of shape and apply a color to the background of the box. Background colors are applied to boxes using the Colors palette (View menu) or the Box tab of the Modify dialog box (Item menu). The Merge and Shape controls (Item menu) let you create boxes with multiple contours and combine different boxes.

Create custom line styles using the Dashes & Stripes dialog box (Edit menu); then use line creation tools o, œ, , or § to draw the lines. When a line is selected, the Modify dialog box and the Style menu provide options (such as style, width, and arrowheads) for formatting lines.

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QuarkXPress Basics

ELECTRONIC PASTE-UP

Items can be moved, resized, reshaped, and layered with other items. You can drag items into place by aligning them with rulers and guides, or you can enter precise X and Y coordinates in the Measurements palette.

Each type of item has its own Modify dialog box (Item menu) that controls the size, position, background color, position of the contents, and more. To flow text around pictures, lines, and other items, use the Runaround tab in the Modify dialog box. Other Item menu commands let you group items so they can be moved together, change the stacking order of items, duplicate items, and space selected items evenly.

When you choose Item & Modify, a dialog box specific to the selected item displays. The various tabs in the Modify dialog box provide access to different sets of controls.

FORMS AND IMAGE MAPS W

Web documents can contain forms, which allow readers to send information to the Web server. Forms let readers enter information about themselves or order goods and services over the Internet.

Web documents can also contain image maps. An image map is an HTML feature that lets you link to different pages by clicking on different parts of a picture in a Web page.

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MASTER PAGES AND TEMPLATES

Items (pictures and text) that recur throughout your document can be placed on master pages. Applying a master page to a document page automatically places the recurring items. For example, if you are working on a newsletter, you might want a master page for the cover and masthead, one for the inside spreads, and one with mailing information for the back page. Master pages can be created, edited, and applied using the Document Layout palette. Once you’ve established the formatting of a publication, you can save a document as a reusable template.

CUSTOMIZING QUARKXPRESS

QuarkXPress has many options for customizing how you work, how your text flows, how your tools work, and more. These are called “preferences,” which you can customize for your copy of QuarkXPress (application preferences) and for individual documents (document preferences).

In addition to preferences, you can create custom style sheets, colors, dashes and stripes, lists (which are based on style sheets), and hyphenation and justification specifications for use in a document or template. All these specifications are created through commands in the Edit menu.

PRINTING P

The Print dialog box (File menu) offers several output options. For convenience, you can combine all these settings and save them as Print Styles (Edit menu).

When you print, QuarkXPress requires all the font and picture files used in the document. The Collect for Output (File menu) feature automatically gathers the document, pictures, and fonts into one folder, and it produces a report of the document’s fonts, colors, trapping, and other settings — ready for output.

EXPORTING AS HTML W

When you export a Web document in HTML format, QuarkXPress exports any necessary accompanying files (such as picture files), too. You can also export HTML templates, which let you insert XML content into a page and automatically format that content as HTML.

POWER THROUGH PALETTES AND KEYBOARD COMMANDS

As you use QuarkXPress, you will develop your own working style. Perhaps you will prefer to use the mouse and menu commands for everything; you might find that you prefer the quick access to features provided by palettes and extensive keyboard commands. In many cases, QuarkXPress offers multiple ways to perform a given task.

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The Interface

THE INTERFACE

QuarkXPress menus and dialog boxes adhere to Mac OS and Windows conventions — with a few enhancements. This section provides a quick look at standard interface controls, and highlights features unique to QuarkXPress. If you are new to Mac OS or Windows, we recommend that you consult the documentation resources provided with your computer for complete information about using the operating system. If you are new to QuarkXPress, we recommend that you complete the online training exercises, available on the Quark Web site at www.quark.com, to familiarize yourself with the individual QuarkXPress features.

QUARKXPRESS MENUS

The menu bar displays the menus available in QuarkXPress: File, Edit, Style, Item, Page, View, Utilities, Window (Windows only) and Help. The menu bar can also display menus for QuarkXTensions software and third-party XTensions software. Each menu contains groups of related commands separated by lines. Many menu entries are followed by keyboard shortcuts, displayed using the Command (C), Option (`), Control (^), and Shift (w) keys on Mac OS, or the Ctrl, Alt, and Shift keys on Windows.

Like other QuarkXPress menus, the File menu contains groups of related commands separated by lines.

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The Interface

QuarkXPress menus are context-sensitive, which means that menu items change according to the active item, the current situation, or the selected tool:

The commands listed under a menu may change. For example, the Style menu commands change depending on whether text, a picture, or a line is active.

An individual menu command may change. For example, the Undo command (Edit menu) changes to reflect your last action (such as Undo Typing or Undo Item Deletion).

The availability of menu entries may change. For example, when a picture is selected, the Save Text command (File menu) is not available.

The availability of entire menus may change. For example, the Style menu items for text are available only when a text box is active and the Content tool E

is selected.

The function of a menu command may change slightly when you press a modifier key while displaying the menu. For example, on Mac OS, pressing Option while you choose the Item menu changes the Send to Back command to Send Backward.

CONTEXT MENUS

To save production time while working with documents, QuarkXPress also includes special menus called context menus. Context menus are keyboardactivated and context-sensitive, so they respond dynamically to the task at hand.

To display a context menu on Mac OS, press the appropriate keyboard command and click the object you want to affect. The default keyboard command is Control+click. You can switch this keyboard command with the Zoom keyboard command (Control+Shift+click) using the buttons in

the Control Key area in the Preferences dialog box Interactive pane (Edit & Preferences & Preferences).

To display a context menu on Windows, right-click the object you want to affect.

When you display a context menu by clicking empty space on a document page, options that are relevant to the entire document display in the menu.

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The Interface

åContext menus are available for rulers, empty space on a document page, picture boxes, text boxes and text paths, lines, tables, and many palettes. In print documents, a context menu is available for the pasteboard.

C H E C K M A R K

A checkmark j in a menu indicates one of the following:

A function has been performed. For example, a checkmark displays next to Flip Vertical (Style menu) when the contents of a box are flipped vertically.

A feature is turned on. For example, a checkmark next to Snap to Guides (View menu) means that items in your document will snap to the guides you’ve created.

A format from a list has been applied. For example, a checkmark displays in the Font submenu next to the font applied to selected text. When multiple formats have been applied to a selection, checkmarks only display next to formats common to the entire selection.

The checkmark next to Flip Vertical in the Style menu for text indicates that the contents of the active text box are flipped vertically.

QUARKXPRESS DIALOG BOXES

Choosing a menu item followed by ellipsis points (…) displays a dialog box. Dialog boxes contain related commands that allow you to specify exactly what

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The Interface

you want to happen. The context-sensitive controls in QuarkXPress dialog boxes consist primarily of tabs, areas, fields, pop-up menus, radio buttons, check boxes, and buttons.

The Modify dialog box (Item menu) includes tabs, areas, fields, pop-up menus, check boxes, and buttons.

TA B S

Many dialog boxes provide multiple functions through tabs. By clicking a tab icon, you can display different sets of controls. Pressing C+Option+Tab on Mac OS or Ctrl+Tab on Windows takes you to the next tab in a dialog box.

A R E A

Related commands within a dialog box or tab are grouped into an “area,” which is named and surrounded by a border. For example, the Box tab in the Modify dialog box (Item menu) has a Blend area, which lets you specify a custom blend for a box.

The Box tab of the Modify dialog box (Item menu) includes a bordered Blend area.

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L I S T S

Some dialog boxes include scrollable lists of elements that you can select or edit. For example, the Colors dialog box (Edit menu) displays a list of colors. You can navigate through lists using the up and down arrow keys. Depending on the type of list, you may be able to multiple-select items to edit. For example, in the

Tool pane of the Preferences dialog box (Edit & Preferences & Preferences), you can select multiple tools and edit common attributes. To select a group of consecutive elements, click the first element then press Shift while clicking the last element in the range. To select multiple, nonconsecutive elements, press C (Mac OS) or Ctrl (Windows) while clicking each one.

F I E L D

A field is a rectangular box for entering a specific value. For example, in the Text tab of the Modify dialog box (Item menu), you can enter the number of columns for an active text box in the Columns field. Fields have the following characteristics:

You can enter measurements in any of the supported measurement systems, using the following abbreviations: inches or inches decimal ("), picas (p), points (pt), millimeters (mm), centimeters (cm), ciceros (c), and agates (ag).

When you are not using the default measurement system, you only need to specify units of measure with an abbreviation. For example, if your measurement preferences are set to inches, and you want to specify an indentation in points, you can enter “6 pt” in the field. The measurement will be converted to inches the next time you open the dialog box.

The default measurement system is specified in the Horizontal and Vertical

pop-up menus in the Measurements pane of the Preferences dialog box (Edit & Preferences & Preferences).

You can press Tab to select the next field in a dialog box and Shift+Tab to select the previous field.

You can perform mathematical operations in fields using these operators: + (addition), – (subtraction), * (multiplication), or, / (division). For example, to double the width of a box, you can multiply the width by 2 by entering *2 to the right of the current value. You can even perform multiple operations — such as dividing a value by 4, then adding 2.

You can perform mathematical operations in QuarkXPress fields. The formula in the Width field multiplies the width of the box by 2, then adds 1 point. The formula in the Height field divides the height of the box by 2, then subtracts .25 inch.

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The Interface

QuarkXPress performs multiplication and division first, followed by subtraction and addition, from left to right; you cannot use parentheses when performing mathematical operations in fields. You can add and subtract specific measurements, such as 2".

POP - UP MENU

A pop-up menu is a small menu within a dialog box or palette. A pop-up menu contains a list of options and may also have an editable field in which you can enter a custom value (such as a percentage) or a word (such as a font name) rather than choosing an option from the list.

A pop-up menu offers a list of options, and often includes a field where you can enter custom values. For example, the Width pop-up menu in the Frame tab of the Modify dialog box (Item menu) includes a list of frame widths and a field.

CHECK BOX

A check box lets you turn options on and off . Checking a box may activate other controls; checking or unchecking a box may expand a dialog box to display more controls.

RADIO BUTTON

A radio button lets you select from among mutually exclusive options. For example, in the XTensions pane of the Preferences dialog box (Edit &

Preferences & Preferences), you can choose when to display the XTensions Manager dialog box by clicking a radio button.

BUTTON

A button (shaped like this on Mac OS or on Windows), performs an action. If a button has a heavier border around it, such as on Mac OS or on Windows, you can also press Return or Enter (Mac OS) or Enter (Windows) to activate it. On Windows, if a button has a dotted outline around the text , you can also press the space bar to activate the button. A

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The Interface

button may also include a pop-up menu that lets you choose a type of action. For example, the New button in the Style Sheets dialog box (Edit menu) lets you create either a character style sheet or a paragraph style sheet.

Many dialog boxes in QuarkXPress include an Apply button so you can preview your changes before closing the dialog box. For example, the Apply button in the Paragraph Attributes dialog box (Style & Formats) lets you see how your changes affect selected paragraphs.

NAVIGATIONAL DIALOG BOXES

The Open and Save as dialog boxes are used to open, import, export, or save files; they include standard Mac OS or Windows controls for navigating through disks and folders so you can locate files, or choose where you want to save files. Dialog boxes in QuarkXPress with Open or Save as navigational dialog box elements include: New Web Document, New Library, New Book, Open, Save as, Get Text, Save Text, Append, Save Page as EPS, Export HTML, Collect for Output, and Auxiliary Dictionary.

The Save as dialog box (File menu) is an example of a navigational dialog box. It includes the current disk name, the Eject, Desktop, New Folder, Cancel, and Save buttons, pop-up menus for file type and version, a scroll list for navigating through folders, and the Include Preview check box (Mac OS only).

ALERT DIALOG BOXES

An alert is a dialog box that warns you when there is a problem and often suggests a solution. For example, if you enter an invalid value in a field, an alert notifies you and often provides an acceptable range of values for the field. For a list of alerts you may encounter in QuarkXPress, see the “Alerts” sections of the “Appendices,” in A Guide to QuarkXPress: Using QuarkXPress.

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Displaying and Arranging Palettes

Chapter 1: Palettes

Palettes give you complete control over page design, character formatting, color, trap-

ping, and long-document publishing features. Each palette may be hidden or displayed,

and placed anywhere on your monitor, which allows you to fully customize your

workspace. Options in some palettes depend on the tool selected in the Tools palette.

DISPLAYING AND ARRANGING PALETTES

The primary palettes in QuarkXPress include the Tools palette, the Web Tools palette, the Measurements palette, the Document Layout palette, the Style Sheets palette, the Colors palette, the Trap Information palette, the Lists palette, the Layers palette, and the Hyperlinks palette. Each of these palettes may be displayed using the View menu.

Secondary palettes in QuarkXPress are those palettes that are listed in the View menu when certain QuarkXTensionssoftware are installed. These include the Profile Information palette, which is available when the QuarkCMSQuarkXTensions software is loaded, and the Index palette, which is available when the Index QuarkXTensions software is loaded.

The Book palette and the Library palette function differently from the palettes that are available in the View menu. For more information about the Book and Library palettes, see their respective chapters in “A Guide to QuarkXPress: Using QuarkXPress.”

OPENING PALETTES

To open or display a palette, choose View & Show [name of palette]. Palettes always display in front of other windows, and remain open until you close them.

CLOSING PALETTES

You can close palettes when you do not need them. To close a palette, click the close box in the upper left (Mac OS) or right (Windows) corner of the palette, or choose View & Hide [name of palette].

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Displaying and Arranging Palettes

MOVING PALETTES

Palettes are especially convenient because they can be placed anywhere on your screen, allowing you to customize your workspace. Click and drag the bar at the top of a palette to reposition it.

RESIZING PALETTES

You can resize the Document Layout, Style Sheets, Colors, Lists, Layers, Hyperlinks, and Index palettes by dragging the size box in the lower right corner of the palettes (Mac OS) or by dragging any edge of

the palettes (Windows).

TOOLS PALETTE

To perform a task properly, you need the right tool. The Tools palette lets you create and place boxes, lines, pictures, tables, and text; rotate items; link text boxes so text flows from page to page; and enlarge and reduce the document view. You can customize the Tools palette by rearranging and hiding tools, and you can customize many individual tools by using preferences. The selected tool determines which commands in QuarkXPress are available.

An additional tool palette, the Web Tools palette, is available when you are working in a Web document. This section of the “Palettes” chapter covers the basic Tools palette, which is available for both print and Web documents. The next section of this chapter explains the details of the Web Tools palette.

DISPLAYING THE TOOLS PALETTE

To display the Tools palette, choose View & Show Tools (in a print document) or View & Tools & Show Tools (in a Web document).

Windows only: To change the orientation of the palette from vertical to horizontal, press Ctrl and double-click the title bar of the palette.

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Tools Palette

CLOSING THE TOOLS PALETTE

To close the Tools palette, choose View & Hide Tools (in a print document) or View & Tools & Hide Tools (in a Web document),or click the close box in the upper left (Mac OS) or right (Windows) corner of the palette

Tools palette

SELECTING A TOOL

To select a tool, click it. Press C+Option+Tab (Mac OS) or Ctrl+Alt+Tab (Windows) to select the tool below the current tool; press C+Option+Shift+Tab (Mac OS) or Ctrl+Alt+Shift+Tab (Windows) to select the tool above the current tool.

TOOL PREFERENCES

You can specify default settings for magnification and item creation through the

Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). You can also access the Tools pane by double-clicking an item creation tool or the Zoom tool Z. Tool preferences apply to the active document; if no documents are open, tool preferences become application default preferences.

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Tools Palette

CUSTOMIZING THE TOOLS PALETTE

QuarkXPress lets you customize the Tools palette by rearranging, hiding, and adding tools. Many tools are condensed under “pop-out” tools, indicated by an arrow next to the tool.

Tools palette and picture box pop-out tools

To display the pop-out tools, click and hold a tool that displays an arrow next to it.

To use a pop-out tool, click and drag to select the tool. This replaces the tool in the main Tools palette.

To add a tool to the main Tools palette, press Control (Mac OS) or Ctrl (Windows) while you click and drag to select a new pop-out tool.

To hide a tool, press Control (Mac OS) or Ctrl (Windows) while you click that tool. At least one pop-out tool from each category must remain on the palette.

åWhen you quit QuarkXPress, your current tool arrangement is saved in the “XPress Preferences” file. The next time you launch QuarkXPress, your Tools palette will be just as you left it.

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Tools Palette

çKEYBOARD COMMANDS

Use the following keyboard commands with the Tools palette and tools:

 

MAC OS

WINDOWS

TOOL CHOICE

COMMAND

COMMAND

 

 

 

Show Tools

F8

F8

 

 

 

Hide Tools

F8

F8

 

 

 

Show/hide individual tool*

Control+

Ctrl+click tool

 

click tool

 

 

 

 

Select tool below current tool

C+Option

Ctrl+Alt+Tab

 

+Tab

 

 

 

 

Select tool above current tool

C+Option+

Ctrl+Alt+Shift+Tab

 

Shift+Tab

 

 

 

 

Show Tools pane of

Double-click

Double-click

Preferences dialog box

any item

any item

 

creation tool

creation tool

 

 

 

Use Page Grabber Hand H

Option†

Alt†

 

 

 

Use Zoom In pointer M

Control+

Ctrl+space

 

Shift‡

 

 

 

 

Use Zoom Out pointer m

Option+

Ctrl+Alt+space

 

Control

 

*You can only show/hide tools that display in pop-out menus: the text box, picture box, line, text path tools, image map, or form control tools. At least one of the tools in the category must display in the Tools palette; for example, you cannot hide all the text box tools.

†The Page Grabber Hand H is not accessible when the Zoom tool Z is selected (Mac OS and Windows) or when the Caps Lock key is down (Mac OS only).

Mac OS only: The Zoom In keyboard command can be changed to Control in the

Preferences dialog box (Edit & Preferences & Preferences & Interactive tab).

If both the Tools and the Web Tools palettes are open in a Web document, pressing F8 hides them both. If only the Tools palette is open, pressing F8 hides

the Tools palette; you must press F8 again to display the Web Tools palette and the Tools palette. W

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Tool Overview

TOOL OVERVIEW

The basic function of each tool in the Tools palette is described below. Complete information about how each tool works is covered in the remainder of this section.

DEFAULT TOOLS PALETTE e ITEM TOOL

Selects, moves, resizes, and reshapes items (boxes, lines, text paths, and groups), and reshapes clipping and runaround paths.

E CONTENT TOOL

Imports and edits text and pictures, and repeats most Item tool functionality.

R ROTATION TOOL

Rotates items manually rather than by entering values in fields.

Z ZOOM TOOL

Enlarges or reduces the document view.

T TEXT BOX TOOL

Creates rectangular text boxes; provides access to other text box tools.

p PICTURE BOX TOOL

Creates rectangle picture boxes; provides access to other picture box tools.

Ï TABLE TOOL

Creates tables.

œ LINE TOOL

Creates straight diagonal lines of any angle; provides access to other line tools.

o ORTHOGONAL LINE TOOL

Creates straight horizontal and vertical lines.

Ò LINE TEXT PATH TOOL

Creates a straight line, of any angle, that contains text; provides access to other text path tools.

u LINKING TOOL

Establishes text chains to flow text through multiple text boxes.

U UNLINKING TOOL

Breaks links among text boxes.

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Tool Overview

ITEM TOOL e AND CONTENT TOOL E

When the Item tool e is selected, you can cut, copy, and paste text or picture boxes, lines, text paths, groups, form boxes or form controls. When the Content tool E is selected, you can cut, copy, paste, clear, delete, and edit selected text or pictures. The Item tool e and the Content tool E also have several characteristics in common. Use the Item and Content tools interchangeably to select and manipulate boxes, lines, and text paths — or to import and apply styles to pictures.

When the Item tool e is selected, this additional functionality is available:

Cut, copy, or paste active items entirely. (This is also possible when any tool except the Content tool E is selected.)

Delete active Bézier points using the Delete key.

Move active items using arrow keys.

Activate a group by selecting only one of its items.

Change the line attributes of an active text path. (This is also possible when any other tool is selected except the Content tool E.)

When the Content tool E is selected, this additional functionality is available:

CUT, COPY, PASTE, OR CLEAR (MAC OS) OR DELETE (WINDOWS) CONTENTS

When the Content tool E is selected, you can cut, copy, paste, or clear (Mac OS) or delete (Windows) selected text or a picture in an active picture box. The box itself is unaffected.

IMPORT AND EDIT TEXT

Use the Content tool E to edit and apply attributes to existing text or import new text into an active text box or text path.

TEXT INSERTION BAR I

When the Content tool E is selected and the pointer is over a selected text box, text path, or text button, the Text Insertion bar I displays. Click the pointer to place the Text Insertion bar I where you want to begin importing or editing text. You cannot place the Text Insertion bar I below existing paragraphs within a text box. To select text, click and drag the Text Insertion bar I. You can cut,

copy, clear (Mac OS) or delete (Windows), drag-and-drop, or apply Style menu attributes to selected text.

TEXT INSERTION POINT i

When you click the Text Insertion bar I in text, the text insertion point i displays. When you create a new text box, the text insertion point displays automatically at the top of the box.

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Tool Overview

You can enter text at this point by typing or by choosing File & Get Text. You can delete text preceding this point by pressing Delete (Mac OS) or Backspace (Windows); you can delete text following this point by pressing forward delete Y (Mac OS) or Delete (Windows). To reposition the text insertion point, use the arrow keys on the keyboard or click with the Text Insertion bar I.

PICTURE MOVER POINTER H

When the Content tool E is selected and the pointer is over an active picture box or active image button containing a picture, the Picture Mover pointer H displays. To move the picture, click and drag the Picture Mover pointer in any direction, or use the arrow keys.

You can edit the picture using the Style menu, the Measurements palette, keyboard commands, or the Picture tab of the Modify dialog box (Item & Modify).

å“Items” in QuarkXPress are picture boxes, text boxes, lines, text paths, tables, form boxes, form controls, image maps, groups, and multiple-selected items. “Contents” in QuarkXPress are pictures and text.

MARQUEE POINTER o

When the Item or Content tool is selected, you can access a standard Marquee pointer o for selecting multiple items. Click outside the boundaries of any

items, then drag the Marquee pointer over items to select them. To add or remove an item from a marqueed selection, press Shift while you click it.

ARROW POINTER a

When you select the Item or Content tool, the Arrow pointer a displays. To select an item, click it with the Arrow pointer; to select multiple items, Shift+click them.

MOVER POINTER e

When the Item tool e is selected and the pointer is over the an active item, the Mover pointer e displays. You can access the Mover pointer e when the Content tool E is selected by pressing C (Mac OS) or Ctrl (Windows). To move active items, click and drag with the Mover pointer e. To move active items horizontally or vertically only, press Shift with the Item tool e selected or C+Shift (Mac OS) or Ctrl+Shift (Windows) with the Content tool E

selected before you click and drag.

When you click and immediately begin dragging, QuarkXPress displays an outline of the active items as you drag them. If you prefer to see the contents of the

active items as you reposition them, you can use delayed item dragging. With the Item tool e selected, press the mouse button until the resize handles disappear, and then start dragging. If Delayed Item Dragging (Edit & Preferences & Preferences & Interactive pane) is set to Show Contents, the item and items

in front of or behind it will appear semitransparent as you drag; this can help you position the item more accurately. If Delayed Item Dragging is set to

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Tool Overview

Live Refresh, the item will display normally (not semitransparent), and any runaround changes caused by repositioning the item will display immediately.

åBefore you can display the Mover pointer e for a Bézier line, the line’s bounding

box must be displayed. To display the bounding box for a Bézier line, uncheck

Item & Edit & Shape.

RESIZING POINTER #

Bounding box handles are the small squares that display around the perimeter of a box, or at each end of a line. When the Item or Content tool is selected

and the pointer is over a bounding box handle on an active item, the Resizing pointer # displays. To enlarge or reduce an item, click on a handle and drag

the Resizing pointer.

Bounding box handles

You can simultaneously scale the contents of a box or text path and resize the item by pressing modifier keys as you drag a handle:

çKEYBOARD COMMANDS

Use the following keyboard commands with the Tools palette and tools:

RESIZE ITEM

MAC OS

WINDOWS

AND SCALE CONTENTS

COMMAND

COMMAND

 

 

 

Scale

C+drag

Ctrl+drag

Scale and constrain

C+Shift+

Ctrl+Shift+

to square bounding box

drag

drag

 

 

 

Scale and

C+Option+

Ctrl+Alt+

maintain proportions

Shift+drag

Shift+drag

POINT POINTER ˝

When the Item or Content tool is selected and the pointer is over a point on a selected Bézier shape, the Point pointer ˝ displays. To select a point, click with the Point pointer displayed.

Press Shift while clicking to select multiple points.

Double-click a point to select all the points in the shape. Triple-click to select all the points in a multiple-path item.

To reshape, click to select one point and drag using the Point pointer. If the point is deselected, you can press Shift while selecting and dragging to move the point in 45° increments only.

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Tool Overview

Press Option (Mac OS) or Alt (Windows) to change the Point pointer into a Point Deletion pointer v, and click to delete the point.

Use the Point pointer ˝ to reshape a Bézier item.

CURVE HANDLE POINTERS Ï, Ó

When the Item or Content tool is selected and the pointer is over a curve handle on a selected Bézier shape, one of the two Curve Handle pointers Ï, Ó displays. To reshape a curve, click and drag with the Curve Handle pointer displayed. Curve handle angles determine the starting angles for curves. The distance of the curve handles from the point determines the severity of the curve.

Press Shift while dragging a curve handle to move it in 45° increments from the point.

Press Control+Shift (Mac OS) or Ctrl+Shift (Windows) while dragging a curve handle to change a smooth point to a corner point, or vice versa.

Press Option (Mac OS) or Alt (Windows) to change the Curve Handle pointer into the Retract Curve Handle pointer v, and click to retract the curve handle.

LINE SEGMENT POINTER ˆ

When the Item or Content tool is over a line segment on a selected Bézier shape, the Line Segment pointer ˆ displays. To select a line segment (and the

two points attached to it), click with the Line Segment pointer displayed.

To reshape a Bézier item, click and drag the Line Segment pointer.

Press Shift while dragging a line segment to constrain both its curve handles to 45° increments.

Press Option (Mac OS) or Alt (Windows) to change the Line Segment pointer into an Add Point pointer V, and click to add a point.

ROTATION TOOL R

Use the Rotation tool R to rotate items manually rather than by entering values in fields.

ARROW POINTER a

If no items are selected when you select the Rotation tool, the Arrow pointer a displays. To select an item to rotate, click it with the Arrow pointer.

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Tool Overview

ROTATION POINTER :

When the Rotation tool is selected and the pointer is over an active item, the Rotation pointer : displays. To establish a point for an item to rotate around, click and hold the Rotation pointer. The rotation point can be within or outside the active item.

The rotation point :

ARROWHEAD POINTER ;

After you establish the Rotation point, the Arrowhead pointer ; displays. To rotate the item, drag the Arrowhead pointer in a circular motion. A line extends from the center of the rotation point to the Arrowhead pointer, indicating the item’s angle of rotation.

You can rotate an item from –360° to +360°. As you drag the Arrowhead pointer ;, the r field in the Measurements palette displays the angle change. Press Shift to constrain rotation to 45° increments.

ROTATING BOXES

When you rotate an item, an outline of the item displays. With the Rotation tool R selected, click and press the mouse button until the pointer flashes, and then start dragging. If Delayed Item Dragging (Edit & Preferences & Preferences & Interactive pane) is set to Show Contents, the item and items in front of or behind it will appear semitransparent as you drag; this can help you position the item more accurately. If Delayed Item Dragging is set to Live Refresh, the item will display normally (not semitransparent), and any runaround changes caused by repositioning the item will display immediately.

ROTATING STRAIGHT LINES AND TEXT PATHS

Lines and text paths created with the Orthogonal Line or Line tools can only be rotated with the Rotation tool.

REVERTING TO THE PREVIOUS TOOL

After you rotate an item, the Rotation tool automatically reverts to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting the Rotation tool. This allows you to rotate multiple items without having to reselect the tool each time you rotate.

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Tool Overview

ZOOM TOOL Z

Use the Zoom tool Z to change the view percent of a document or to view a specific area.

ZOOM IN POINTER M

When you select the Zoom tool Z, the Zoom In pointer M displays. To enlarge the document view according to a specified interval, click the Zoom In pointer. To enlarge a specific area of a document to fit in the document window, marquee the area.

Click and drag with the Zoom tool selected to zoom in on the marqueed area.

ZOOM OUT POINTER m

When the Zoom In pointer is displayed, press Option (Mac OS) or Alt (Windows) to access the Zoom Out pointer m. To reduce the document view, click the Zoom Out pointer. To view a specific area of a document, marquee an area larger than the existing view area by clicking and dragging. The area is reduced as necessary to fit the document window.

ZOOM TOOL PREFERENCES

The Zoom tool enlarges or reduces the document view according to the Minimum, Maximum, and Increment settings in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the Tools pane of the Preferences dialog box, double-click the Zoom tool.

Select the Zoom tool in the Tools pane and then click the Modify button to access the View dialog box, which allows you to specify attributes for the Zoom tool. The values in the Minimum and Maximum fields indicate the smallest and largest document views you can obtain by clicking the Zoom tool (within the 10% to 800% range for Mac OS, or within the range allowed by the Display DPI Value you specified in the Display pane of the Preferences dialog box [Edit & Preferences & Preferences & Display pane for Windows]). The value in the Increment field indicates the percent change in view for each mouse click of the Zoom In pointer M or Zoom Out pointer m. The default value is 25%.

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Tool Overview

ACCESSING THE ZOOM TOOL

When any other tool is selected, you can access the Zoom In pointer M by pressing the appropriate keyboard command (Mac OS) or Ctrl+space (Windows). On Mac OS, the default keyboard command is Control+Shift. You can exchange this with the keyboard command for displaying context menus (Control) in the Interactive pane of the Preferences dialog box (Edit & Preferences & Preferences).

You can access the Zoom Out pointer m while any tool is selected by pressing Control+Option (Mac OS) or Ctrl+Alt+space (Windows).

If the pointer is over a Bézier point when you press these keyboard commands, the Zoom tool will not display.

STANDARD-SHAPE TEXT BOX TOOLS T, Å, ı, Ç, Î

Use the standard-shape text box tools to create text boxes (containers for text) in the following predefined shapes:

Rectangle Text Box tool T for rectangular or square text boxes

Rounded-corner Text Box tool Å for rectangular text boxes with curved corners

Concave-corner Text Box tool ı for rectangular text boxes with corners rounded inward

Beveled-corner Text Box tool Ç for rectangular text boxes with beveled corners

Oval Text Box tool Î for oval or circular text boxes

CROSSHAIR POINTER c

When a standard-shape text box tool is selected, the Crosshair pointer c displays. To create a standard-shape text box, click and drag the Crosshair pointer diagonally. To create a square or circular text box, press Shift while you click and drag.

Click and drag in any direction to create a text box using a standard-shape text box tool.

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Tool Overview

åYou can change the shape of a selected text box using the Shape submenu of the Item menu.

SIZE AND PLACEMENT

As you click and drag the Crosshair pointer c, the X, Y, W, and H fields in

the Measurements palette display the coordinates, width, and height of the text box. If the rulers are displaying in the document window (View & Show

Rulers), dotted lines on the ruler indicate the starting position of the Crosshair pointer and the width and height of the text box.

TEXT BOX TOOL PREFERENCES

New text boxes have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the

Tools pane of the Preferences dialog box, double-click a text box tool.

Select a standard-shape text box tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes for new text boxes such as the background color, number of columns, frame, and runaround. You can also specify Corner Radius (the amount of space taken up by the corners) for rounded-corner, concave-corner, and beveled-corner text boxes.

REVERTING TO THE PREVIOUS TOOL

After you create a text box, the text box tools automatically revert to the last tool selected (the Item tool e or Content tool E). To prevent this, press

Option (Mac OS) or Alt (Windows) while selecting a text box tool. This allows you to draw several text boxes without selecting the tool again.

STANDARD-SHAPE PICTURE BOX TOOLS p, x, ç, å,

Use the standard-shape picture box tools to create picture boxes (containers for pictures) in the following predefined shapes:

Rectangle Picture Box tool p for rectangular or square picture boxes

Rounded-corner Picture Box tool x for rectangular picture boxes with curved corners

Concave-corner Picture Box tool å for rectangular picture boxes with corners rounded inward

Beveled-corner Picture Box tool for rectangular picture boxes with beveled corners

Oval Picture Box tool ç for oval or circular picture boxes

åPictures are imported into picture boxes; you cannot have a picture in a document that contains no picture boxes.

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Tool Overview

CROSSHAIR POINTER c

When a standard-shape picture box tool is selected, the Crosshair pointer c displays. To create a standard-shape picture box, click and drag the Crosshair pointer c diagonally. To create a square or circular picture box, press Shift while you click and drag.

Click and drag in any direction to create a picture box using a standard-shape picture box tool.

åYou can change the shape of a selected picture box using the Shape submenu of the Item menu.

SIZE AND PLACEMENT

As you click and drag the Crosshair pointer c, the X, Y, W, and H fields in

the Measurements palette display the coordinates, width, and height of the picture box. If the rulers are displaying in the document window (View &

Show Rulers), dotted lines on the ruler indicate the starting position of the Crosshair pointer and the width and height of the picture box.

PICTURE BOX TOOL PREFERENCES

New picture boxes have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the

Tools pane of the Preferences dialog box, double-click any picture box tool.

Select a standard-shape picture box tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes for new picture boxes such as the background color, picture placement within the box, frame, and runaround. You can also specify Corner Radius (the amount of space taken up by the corners) for rounded-corner, concave-corner, and beveled-corner picture boxes.

REVERTING TO THE PREVIOUS TOOL

After you create a picture box, the picture box tools automatically revert to the last tool selected (the Item tool eor Content tool E). To prevent this, press

Option (Mac OS) or Alt (Windows) while selecting a picture box tool. This allows you to draw several picture boxes without selecting the tool again.

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Tool Overview

STRAIGHT LINE TOOLS o, œ

Use the straight line tools to create horizontal, vertical, and diagonal lines:

Orthogonal Line tool o for horizontal and vertical lines

Line tool œ for diagonal lines

CROSSHAIR POINTER c

When either straight line tool is selected, the Crosshair pointer c displays. To

create a straight line, click and drag the Crosshair pointer. To constrain lines created with the Line tool œ to any 45˚ increment (0˚, 45˚, 90˚, etc.), press Shift

while you click and drag.

Click and drag to create a straight line using the Orthogonal Line tool or the Line tool.

SIZE AND POSITION

As you click and drag the Crosshair pointer c, the fields in the Measurements palette change to reflect the position, length, or angle of the line. If the rulers are displaying in the document window (View & Show Rulers), dotted lines on the ruler indicate the starting and ending position of the Crosshair pointer.

QuarkXPress reports the position of straight lines according to their Endpoints, Left Point, Midpoint, or Right Point. Fields in the Measurements palette change to report the appropriate values for the selected line mode. The left point is the leftmost point of the line and the right point is the rightmost point of the line.

LINE TOOL PREFERENCES

New lines have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the Tools pane of the Preferences dialog box, double-click one of the line tools.

Select a straight line tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes for new lines such as the style, width, color, shade, and runaround.

REVERTING TO THE PREVIOUS TOOL

After you create a line, the line tools automatically revert to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting a line tool. This allows you to draw several lines without selecting the tool again.

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Tool Overview

STRAIGHT TEXT PATH TOOLS , Ò

Use the straight text path tools to create horizontal, vertical, and diagonal text paths (lines that support text):

Orthogonal Text Path tool for horizontal and vertical text paths

Line Text Path tool Ò for diagonal text paths

CROSSHAIR POINTER c

When either straight text path tool is selected, the Crosshair pointer c displays. To create a straight text path, click and drag the Crosshair pointer. To constrain text paths created with the Line Text Path tool to any 45˚ increment (0˚, 45˚, 90˚, etc.), press Shift while you click and drag.

Click and drag to create a straight text path using the Orthogonal Text Path tool or the Line Text Path tool.

SIZE AND POSITION

As you click and drag the Crosshair pointer c, the fields in the Measurements palette change to reflect the position, length, or angle of the text path. If the rulers are displaying in the document window (View & Show Rulers), dotted lines on the ruler indicate the starting and ending position of the Crosshair pointer.

QuarkXPress reports the position of straight text paths according to their Endpoints, Left Point, Midpoint, or Right Point. Fields in the Measurements palette change to report the appropriate values for the selected line mode. The left point is the endpoint you draw from; the right point is the endpoint created when you release the mouse button.

TEXT PATH TOOL PREFERENCES

New text paths have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the Tools pane of the Preferences dialog box, double-click one of the text path tools.

Select a text path tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes for new text paths such as the style, width, color, shade, and runaround for the line, or the alignment and orientation of text in relation to the line.

REVERTING TO THE PREVIOUS TOOL

After you create a text path, the text path tools automatically revert to the last tool selected (the Item tool e or Content tool E). To prevent this, press

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Tool Overview

Option (Mac OS) or Alt (Windows) while selecting a text path tool. This allows you to draw several text paths without selecting the tool again.

BÉZIER TOOLS ´, , , Â

Use the Bézier tools to create text boxes, picture boxes, lines, and text paths of any shape, with point-by-point control.

CROSSHAIR POINTER c

When a Bézier tool is selected, the Crosshair pointer c displays. To create a Bézier item:

Click to establish the first corner point in the shape, or click and drag to establish the first smooth point in the shape. If you click and drag, the curve handles of the smooth point display.

Release the mouse button and repeat the above step to establish a second point, a third point, and so on. Segments display between each two points. Click when you want a corner point; click and drag when you want a smooth point.

Using a Bézier tool, click to create each corner point; click and drag to create smooth points that form seamless transitions between two curved segments.

When curve handles display, their angles determine the starting angles for curves. The distance of the curve handles from the point determines the severity of the curve.

To access the Item tool e to reshape the item before it is completed, press C (Mac OS) or Ctrl (Windows). While C or Ctrl is pressed, the Crosshair pointer changes to the Arrow pointer a, or to one of the Bézier reshaping pointers (˝, Ï, Ó, ˆ) when placed over a point, segment, or curve handle. Press C+Control (Mac OS) or Ctrl+F1 (Windows) and click a point to change a

smooth point to a corner point. For descriptions of the Bézier reshaping pointers, see “Item Tool e and Content Tool E” earlier in this section.

Complete the new shape by double-clicking to create the last point or by

selecting a new tool in the Tools palette. If you have one of the Bézier box tools selected (´, ), you can also complete the shape by clicking the first point in the box. The Crosshair pointer changes to the Close Box pointer V

when the pointer is positioned over the first point in a box.

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Tool Overview

P L A C E M E N T

As you click and drag using any of the Bézier pointers, the X and Y fields in the Measurements palette display the pointer’s coordinates. If the rulers are displaying in the document window (View & Show Rulers), dotted lines on the ruler indicate the position of the pointer.

BÉZIER TOOL PREFERENCES

New Bézier items have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the

Tools pane of the Preferences dialog box, double-click a Bézier tool.

Select a Bézier tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes for new Bézier items drawn with the tool.

REVERTING TO THE PREVIOUS TOOL

After you create a Bézier item, the Bézier tools automatically revert to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting a Bézier tool. This allows you to draw several Bézier items without selecting the tool again.

FREEHAND TOOLS Ô, ƒ, §, ˜

Use the freehand tools to quickly draw text boxes, picture boxes, lines, and text paths of any shape.

CROSSHAIR POINTER c

When a freehand tool is selected, the Crosshair pointer c displays. Click and drag to draw a shape.

Release the mouse button to complete the shape. If you are using one of the freehand box tools (Ô, ƒ), the Close Box pointer V is displayed when you drag the Crosshair pointer over the starting point.

To edit the curves of a completed freehand shape, use the Item tool e or Content tool E, and make sure Item & Edit & Shape is checked.

Using a freehand tool, drag the mouse to create the shape you want.

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Tool Overview

P L A C E M E N T

As you click and drag the Crosshair pointer c, the X and Y fields in the Measurements palette display the pointer’s coordinates. If the rulers are displaying in the document window (View & Show Rulers), dotted lines on the ruler indicate the position of the Crosshair pointer.

FREEHAND TOOL PREFERENCES

New freehand items have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the

Tools pane of the Preferences dialog box, double-click a freehand tool.

Select a freehand tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes such as the background color, picture angle, frame, and runaround for new freehand items.

REVERTING TO THE PREVIOUS TOOL

After you create a freehand item, the freehand tools automatically revert to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting a freehand tool. This allows you to draw several freehand items without selecting the tool again.

LINKING/UNLINKING TOOLS u, U

Use the Linking tool to link text boxes so that text flows from box to box. This text is referred to as a “chain” or “story.” Use the Unlinking tool to break the links between text boxes.

ARROW POINTER a

When you first select the Linking tool, the Arrow pointer a displays. To select the first text box in a chain, click it with the Arrow pointer a. The text box displays a marquee .

LINKING POINTER /

When the first text box in the chain is selected and displays a marquee, the Linking pointer / displays. To link the box to another box, click on a second box. Text flows through the boxes in the order in which you link them. When the Linking tool is selected, links for the selected text boxes display as arrows.

åThe Automatic Text Box feature and master pages can be used to create an automatic text chain, instead of manually linking boxes.

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Tool Overview

REVERTING TO THE PREVIOUS TOOL

After you link two boxes, the Linking tool automatically reverts to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting the Linking tool. This allows you to link multiple boxes without selecting the tool again.

ARROW POINTER a

When you first select the Unlinking tool, the Arrow pointer a displays. Click any text box within a text chain; the text box links display as arrows.

UNLINKING POINTER ?

When a text box within a text chain is selected, the Unlinking pointer ? displays. To break links between boxes, click the arrowhead or the tail feathers on the linking arrows.

To remove a text box from a text chain, and reroute the links around it, press Shift while you click the box with the Unlinking tool selected.

REVERTING TO THE PREVIOUS TOOL

After you break the link between two boxes, the Unlinking tool automatically reverts to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting the Unlinking tool. This allows you to break the link between several boxes without selecting the tool again.

TABLE TOOL Ï

Use the Table tool Ï to create tables in both print and Web documents. Tables consist of cells, which may contain text or pictures.

CROSSHAIR POINTER c

When the Table tool Ï is selected, the Crosshair pointer c displays. To create a table, click and drag the Crosshair pointer diagonally. To create a square table, press Shift while you click and drag.

Click and drag in any direction to create a table.

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Tool Overview

SIZE AND PLACEMENT

As you click and drag the Crosshair pointer c, the X, Y, W, and H fields in the Measurements palette display the coordinates, width, and height of the table. If the rulers are displaying in the document window (View & Show Rulers), dotted lines on the ruler indicate the starting position of the Crosshair pointer and the width and height of the table.

If Show Creation Dialog is checked in the Modify dialog box Creation tab (Edit & Preferences & Preferences & Tools pane & Table tool & Modify), releasing the mouse button activates the Table Properties dialog box, where you can specify the number of rows and columns for the new table, and indicate whether the contents of the table cells will be text or pictures.

The Table Properties dialog box

TABLE TOOL PREFERENCES

New tables have the attributes specified in the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). To quickly access the Tools pane of the Preferences dialog box, double-click the Table tool.

Select the Table tool in the Tools pane and then click the Modify button to access the Modify dialog box, which allows you to specify attributes such as runaround, background, and cell or border colors for new tables. In Web documents, you can also specify attributes for frames. For more information about table preferences, see Chapter 4, “Edit Menu,” and Chapter 6, “Item Menu.”

REVERTING TO THE PREVIOUS TOOL

After you create a table, the Table tool automatically reverts to the last tool selected (the Item tool e or Content tool E). To prevent this, press Option (Mac OS) or Alt (Windows) while selecting the Table tool. This allows you to draw several tables without selecting the tool again.

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Tool Overview

PAGE GRABBER HAND TOOL H

Use the Page Grabber Hand H to scroll a page in any direction. The Page Grabber Hand H allows you to scroll with more precision than the scroll bars, and to scroll horizontally and vertically at the same time.

ACCESS FROM ANY TOOL

You can access the Page Grabber Hand by pressing Option (Mac OS) or Alt (Windows) while any tool except the Zoom tool Z is selected. On Mac OS, make sure the Caps Lock key is not in use. Click and drag in any direction to move around within a page, spread, or document. When you release the Option key (Mac OS) or Alt key (Windows), the previous tool is selected again.

LIVE SCROLL

The Page Grabber Hand is always in Live Scroll mode, regardless of the Live Scroll setting in the Interactive pane of the Preferences dialog box (Edit &

Preferences & Preferences). This means the document view is updated as you scroll, rather than redrawing after you stop.

SPEED SCROLL

Scrolling with the Page Grabber Hand is affected by the Speed Scroll setting in the Interactive pane of the Preferences dialog box (Edit & Preferences &

Preferences). Speed Scroll accelerates scrolling by temporarily greeking pictures and blends; when you stop scrolling, the page elements redraw completely.

WEB TOOLS PALETTE W

The Web Tools palette lets you create and place form boxes and form controls in Web documents. When the ImageMap QuarkXTensions software is loaded, it also lets you draw hot areas for image maps. This section describes the various tools in the Web Tools palette.

DISPLAYING THE WEB TOOLS PALETTE W

The Web Tools palette displays only when a Web document is active. To display the Web Tools palette, choose View & Tools & Show Web Tools.

CLOSING THE WEB TOOLS PALETTE W

The Web Tools palette must be closed manually. To close the Web Tools palette, choose View & Tools & Hide Web Tools or click the Close box.

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Web Tools Palette

If both the Tools and the Web Tools palettes are open in a Web document, pressing F8 hides them both. If only the Tools palette is open, pressing F8 hides the Tools palette; you must press F8 again to display the Web Tools palette and the Tools palette.

SELECTING A TOOL W

To select a tool, click it. Press C+Option+Tab (Mac OS) or Ctrl+Alt+Tab (Windows) to select the tool below the current tool; press C+Option+Shift+Tab

(Mac OS) or Ctrl+Alt+Shift+Tab (Windows) to select the tool above the current tool.

WEB TOOL PREFERENCES W

You can specify default settings for Web item creation through the Tools pane of the Preferences dialog box (Edit & Preferences & Preferences). You can also

access the Tools pane by double-clicking the Image Map tool or the Form Box tool in the Web Tools palette. Tool preferences apply to the active document; if no documents are open, tool preferences become application default preferences.

CUSTOMIZING THE WEB TOOLS PALETTE W

QuarkXPress lets you customize the Web Tools palette by rearranging, hiding, and adding tools. Some tools are condensed under “pop-out” tools, indicated by an arrow next to the tool.

Web Tools palette and image map pop-out tools

To display the pop-out tools, click and hold a tool that displays an arrow next to it.

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Web Tools Palette

To use a pop-out tool, click and drag to select the tool. This replaces the tool in the main Web Tools palette.

To add a tool to the main Web Tools palette, press Control (Mac OS) or Ctrl (Windows) while you click and drag to select a new pop-out tool.

To hide a tool, press Control (Mac OS) or Ctrl (Windows) while you click that tool. At least one tool from each pop-out category must remain on the palette.

åWhen you quit QuarkXPress, your current tool arrangement is saved in the “XPress Preferences” file. The next time you launch QuarkXPress, your Web Tools palette will be just as you left it.

çKEYBOARD COMMANDS

Use the following keyboard commands with the Web Tools palette and tools:

 

MAC OS

WINDOWS

TOOL CHOICE

COMMAND

COMMAND

 

 

 

Show Web Tools

F8

F8

 

 

 

Hide Web Tools

F8

F8

 

 

 

Show/hide individual tool*

Control+

Ctrl+click tool

 

click tool

 

 

 

 

Select tool below current tool

C+Option

Ctrl+Alt+Tab

 

+Tab

 

 

 

 

Select tool above current tool

C+Option+

Ctrl+Alt+Shift+Tab

 

Shift+Tab

 

 

 

 

Show Tools pane of

Double-click

Double-click

Preferences dialog box

image map

image map

 

tool or

tool or

 

form box tool

form box tool

*You can only hide tools that display in pop-out menus: the image map, form box and file selection tools. At least one of the tools in the category must display in the Web Tools palette; for example, you cannot hide all the image map tools.

If both the Tools and the Web Tools palettes are open in a Web document, pressing F8 hides them both. If only the Tools palette is open, pressing F8 hides

the Tools palette; you must press F8 again to display the Web Tools palette and the Tools palette. W

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