Quark QuarkXPress - 5.0 User Manual

A Guide to QuarkXPress: Using QuarkXPress

Legal Notices

ACKNOWLEDGMENTS

Quark, Inc., acknowledges with gratitude the efforts and contributions of all the team members and departments involved in producing QuarkXPress and QuarkXPress Passport

™

software and documentation, including: Product

™

software

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

LEGAL NOTICES

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. The HASP® system and its documentation are copyrighted by Aladdin Knowledge

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(QPS™).

Legal Notices

Toyo Ink Mfg. Co., Ltd. is the copyright owner of TOYO INK COLOR FINDER™SYSTEM AND SOFTWARE which is licensed to Quark, Inc. to distribute for use in connection with QuarkXPress. TOYO INK COLOR FINDER not be copied onto another diskette or into memory unless as part of the execution of QuarkXPress. TOYO INK COLOR FINDER

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SYSTEM AND SOFTWARE shall

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SYSTEM AND SOFTWARE © Toyo Ink Mfg. Co., Ltd., 1991. COLOR FINDER is registered or is in the process of registration as the registered trademark of Toyo Ink Mfg. Co., Ltd. COLOR FINDER™computer video simulation used in the product may not match the COLOR FINDER ally some printer color used in the product may also not match. Please use the COLOR FINDER

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book to obtain the accurate color.

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book, and addition-

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. © 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.

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

iii

Legal Notices

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 ERRORFREE 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.

Table of Contents

Introduction

About this Book xiii Other Helpful Publications xvi QuarkXPress Basics xvii The Interface xxii

1 Customizing QuarkXPress

Setting Default Values 1 Setting Preferences 3 Creating Kerning and Tracking Tables and

Hyphenation Exceptions 5 Saving QuarkXPress Preferences 6 Understanding Nonmatching Preferences 8 Using XTensions Software 12 Managing Print Styles and PPDs

P 14

Using Apple Events Scripts — Mac OS Only 16

2 Layout Tools

Arranging Documents 18 Navigating Through Documents 20 Changing Document Views 23 Using the Pasteboard

P 24

Using Rulers and Guides 25 Specifying Greeking 29

3 Document Basics

Creating New Print Documents P 30 Creating New Web Documents

W 32

Opening Documents 34 Saving Documents 35 Saving Documents Automatically 37 Saving Revisions of Documents 39 Saving Documents as Templates 41

Table of Contents

4 Box Basics

Creating Boxes 43 Resizing Boxes 47 Reshaping Boxes 48 Moving Boxes 56 Framing Boxes 58 Coloring Boxes 69 Merging and Splitting Boxes 72 Filling and Converting Boxes 77 Understanding Symmetry and Smoothness 79

5 Line Basics

Creating Lines 85 Resizing Lines 88 Reshaping Lines 91 Moving Lines 98 Applying Line Styles 101

6 Manipulating Items

Selecting Items 106 Moving, Reshaping, and Resizing Items 107 Cutting, Copying, and Pasting Items 108 Clearing and Deleting Items 110 Undoing and Redoing Actions 110 Locking and Unlocking Items 111 Controlling the Stacking Order of Items 112 Grouping Items 114 Duplicating and Repeating Items 116 Spacing and Aligning Items 118 Rotating and Skewing Items 120

Table of Contents

7 Document Layout

The Elements of a Web Document W 122 Working with Master Pages 127 Formatting and Applying Master Pages 135 Changing Page Size and Facing-Pages Status Setting Page Properties

W 140

Creating Multipage Spreads P 142 Numbering Pages and Sectioning Documents 145 Inserting, Deleting, and Moving Pages 146 Working with Text Chains 151 Creating “Continued” References

P 155

Working with Columns 156 Copying Items and Pages Between Documents 158

8 Text Basics

Editing Text 162 Importing and Exporting Text 165 Finding and Changing Text 169 Finding and Changing Attributes 172 Changing Fonts in a Document 176 Checking Spelling 178 Using Auxiliary Dictionaries 182

P 139

9 Typography

Conﬁrming Typographic Preferences P 184 Applying Character Attributes P 186 Specifying Kerning and Tracking 194 Applying Paragraph Attributes

P 198

Specifying Alignment and Indentations P 199 Specifying Leading and Paragraph Spacing 202 Setting Tabs

P 205

Controlling Widow and Orphan Lines P 208 Controlling Hyphenation and Justiﬁcation

vii

P 210

Table of Contents

Working with Style Sheets P 218 Positioning Text in Text Boxes Principles of Web Typography

P 228

W 233

HTML Text Boxes and Raster Text Boxes

10 Graphics in Typography

Converting Text to Boxes 237 Running Text Around Items 240 Creating Text Paths 255 Creating Initial Caps 260 Creating Rules Above and Below Paragraphs 262 Anchoring Boxes and Lines in Text 265

11 Pictures

Understanding Picture File Formats 268 Importing Pictures 272 Saving A Page as an EPS File 276 Manipulating Pictures 279 Applying Contrast to Pictures 285 Applying Custom Halftone Screens

to Pictures

P 288

Creating and Editing Clipping Paths 290 Listing and Updating Pictures 299 Conﬁguring Picture Export Options

W 302

W 235

12 Color

Understanding Spot and Process Colors P 305 Specifying Matching System Colors 306 Understanding Web-Safe Colors

W 308

Creating and Editing Colors 309 Applying Color, Shade, and Blends 324 Using Color Management

P 334

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Table of Contents

13 Trapping

Understanding Trapping P 347 Trapping Guidelines Specifying Default Trapping

P 349

Specifying Color-Speciﬁc Trapping P 353 Specifying Item-Speciﬁc Trapping

P 357

Trapping EPS Pictures to Background Colors P 361 Creating and Using a Rich Black

P 363

14 Tables

Creating Tables 366 Working with Cell Content 370 Formatting Tables 373 Manipulating Tables 376 Converting Tables to Text 378 Tables In Web Documents

W 379

15 Layers

Creating Layers 381 Working with Layers 385 Displaying and Selecting Layers 390 Arranging Layers 395 Placing and Moving Items on Layers 397 Locking Items on Layers 399

16 Libraries

Creating New Libraries 401 Opening Libraries 402 Working with Libraries 403 Working with Labels 407 Saving Libraries 409

Table of Contents

17 Lists

Preparing Style Sheets for Lists 410 Creating and Editing Lists 411 Importing Lists from Another Document 414 Displaying Lists 417 Updating Lists 421 Working with Lists in Books 422

18 Indexes

Loading the Index QuarkXTensions Software P425 Specifying the Index Marker Color Creating Index Entries

P 427

P 426

Creating Cross-References P 430 Editing and Deleting Index Entries Building Indexes

P 434

P 433

Editing Final Indexes P 437 Nested Index Quick Reference Run-in Index Quick Reference

P 438 P 439

19 Books

Creating New Books 440 Opening and Saving Books Working with Chapters Controlling Page Numbers Synchronizing Chapters

P 441

P 443

P 446

P 448

Printing Chapters P 451 Creating Indexes and Tables of Contents

P 453

Table of Contents

20 Hyperlinks

Understanding Hyperlinks 454 Working with Destinations and Anchors 457 Creating, Editing, and Deleting Hyperlinks 463 Setting Preferences for Hyperlinks and Anchors 466 Showing and Hiding Hyperlinks and Anchors 468 Navigating with the Hyperlinks Palette 470

21 Interactive Web Elements

Working with Rollovers W 471 Working with Image Maps Working with Meta Tags

W 473

W 477

22 Forms

Understanding HTML Forms W 488 Creating an HTML Form W 489 Adding Controls to a Form Creating a Menu

W 503

W 492

23 Output

Printing a Web document W 505 Understanding DPI and LPI

P 506

Specifying Print Options: The Print Dialog Box

P 509

Specifying Print Options: The Print Dialog Box Tabs

Creating and Using Print Styles

P 511

P 526

Specifying the Setup for Imagesetters P 528 What is a RIP? Updating Picture Paths

P 529

P 530

Printing Odd-Sized Documents P 530 Creating a PostScript File

P 533

Preparing Documents for Service Bureaus

P 534

Table of Contents

24 Previewing and Exporting Web Pages

Previewing a Web Page W 538 Exporting a Web Page

W 540

25 QuarkXPress Passport

QuarkXPress Passport Terms 542 Managing Language Files 543 Specifying the Program Language 544 Assigning Languages to Paragraphs 545 Checking Spelling in Multilingual Documents 546 Hyphenation Methods 547 Saving Documents with Multiple Languages 549

Appendices

Alerts — Mac OS 552 Alerts — Windows 571 XPress Tags 589 Cross-Platform Issues 602 Print/Web Conversion Issues 604

Glossary

Index

xii

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: Using QuarkXPress” 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

About this Book

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

This book offers steps for specific tasks. It includes concept blocks, which provide helpful background information about various features so you can familiarize yourself with related concepts before beginning a task.

Whenever you think to yourself, “I wonder how to do this…,” check this book, Using QuarkXPress. The detailed table of contents at the beginning of this book and the index should help you quickly ﬁnd the information you need.

Each chapter in this book 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.

xiii

About this Book

CONCEPT BLOCKS

Background information about publishing tasks and concepts are also provided throughout this book. 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 to round out your knowledge of electronic publishing without relating to a speciﬁc task.

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.”

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 Tools palette” or “Click the Center

button } in the Measurements palette.”

xiv

About this Book

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 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 are identified with a

Picon, and features that are unique to Web documents

Wicon.

NOTES AND TIPS

∫ Notes provide helpful information about particular features.

å Tips provide extra information about particular features and general techniques

for electronic publishing.

Other Helpful Publications

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: INTERFACE OVERVIEW

If you stumble on an unfamiliar command, or want more information about how to use a tool, check the book ﬁle name is “Interface Overview.pdf” on your QuarkXPress CD-ROM.

QuarkXPress: Interface Overview

explains the QuarkXPress interface, including menus and dialog boxes, tools, palettes, and preferences. Commands are documented in menu order, starting with the ﬁrst command in the

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, service plan information, a list of keyboard commands, and documentation for any late-breaking features.

A Guide to QuarkXPress: Interface Overview. The

A Guide to

File menu.

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, Microsoft Internet Explorer or Netscape Navigator). To perform the training exercises, you need QuarkXPress or a demo version of QuarkXPress.

Introduction

xvi

™

QuarkXPress Basics

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 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.”

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.

Introduction

xvii

QuarkXPress Basics

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 primarily with the

Item tool e. Contents are text and pictures; they are manipulated

Content tool E.

In general, you will use

ments

palette when working with items. Likewise, you will use the Style menu

and the right half of the

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.

THE BOX CONCEPT

Item menu commands and the left half of the Measure-

Measurements palette when working with contents.

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 have a content of

LAYERS

None.

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 tool

, Ò, Â, or ˜. Then use the Get Text command (File menu) to import

T, Å, ı, Ç, Î, ´, or Ô, or a text path creation

text ﬁles from other sources, including many popular word processors, databases, and spreadsheets. To enter your own text into a text box, select a 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

Introduction

xviii

QuarkXPress Basics

are provided through a combination of menu items, keyboard commands, and preferences. To simplify text formatting, you can create paragraph and character style sheets ( command, the

Edit & Style Sheets) and apply them using a menu

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 auto-

matic text chain, check (

File & New & Document).

WORKING WITH TEXT IN WEB DOCUMENTS W

Automatic Text Box in the New Document dialog box

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 or

∂. Then, use the Get Picture command (File menu) to import a copy of a

p, x, O, å, 7, ƒ,

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 (

Item menu). The Merge and Shape controls (Item menu) let you create boxes

Colors palette (View menu) or the Box tab of the Modify dialog box

with multiple contours and combine different boxes.

Introduction

xix

QuarkXPress Basics

Create custom line styles using the Dashes & Stripes dialog box (Edit menu); then use line creation tools selected, the

Modify dialog box and the Style menu provide options (such as

o, œ, ∞, or § to draw the lines. When a line is

style, width, and arrowheads) for formatting lines.

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 the

Modify dialog box. Other Item menu commands let you group items so

Runaround tab in

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

FORMS AND IMAGE MAPS W

Modify dialog box provide access to different sets of controls.

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.

Introduction

QuarkXPress Basics

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 (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

PRINTING P

Edit menu.

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 may 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

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

can also display menus for QuarkXTensions software. Each menu contains groups of related commands separated by lines. Many menu entries are followed by keyboard shortcuts, displayed using the Command ( the Ctrl, Alt, and Shift keys on Windows.

The Interface

(Windows only) and Help. The menu bar

™

software and third-party XTensions

C), Option (`), Control (^), and Shift (w) keys on Mac OS, or

™

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

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.

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The Interface

• 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 items for text are available only when a text box is active and the

Style menu

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 to

Send Backward.

CONTEXT MENUS

Item menu changes the Send to Back command

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.

å Context 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.

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The Interface

CHECKMARK

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 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.

Introduction

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The Interface

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

TABS

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.

AREA

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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The Interface

LIST

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 Tools 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.

FIELD

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 & Document).

• 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

BUTTON

dialog box by clicking a radio 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 button

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The Interface

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 your changes before closing the dialog box. For example, the in the

Paragraph Attributes dialog box (Style & Formats) lets you see how

Apply button so you can preview

Apply button

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 elements include:

New Web Document, New Library, New Book, Open,

Open or Save as navigational dialog box

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 Chapter 26, “Appendices.”

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xxviii

Setting Default Values

Chapter 1: Customizing QuarkXPress

Your publication uses picas, while another uses inches. You only work with text and

you need typographer’s quotation marks, but your colleague only works with output

and needs speciﬁc trapping settings. Fortunately, QuarkXPress can accommodate all

these needs.

Since everyone’s work environment has different demands, and every individual has

personal preferences, QuarkXPress provides a variety of options for customizing the

way it works. You can set application default settings and preferences, modify the

“XPress Preferences” file, add features with XTensions software, and automate

manual processes on Mac OS with Apple events scripts. If you invest the time to set

up QuarkXPress to suit your needs, you will be more comfortable working with the

application and save hours of time producing your documents.

SETTING DEFAULT VALUES

QuarkXPress uses a variety of default settings as the basis for all new documents. These default settings include style sheets, colors, hyphenation and justification speciﬁcations, lists, dashes and stripes, and the default auxiliary dictionary. You can modify the default settings by changing them when no documents are open. If you change any of these default settings when a document is open, the change is saved only with the document. To modify the default application settings:

1 Make sure no documents are open, then choose an option from the Edit

menu to modify the default settings: Style Sheets, Colors, H&Js, Lists, Dashes & Stripes, Print Styles

information about the controls in any of the dialog boxes mentioned, see Chapter 4, “Edit Menu” and Chapter 9, “Utilities Menu,” in

QuarkXPress: Interface Overview

• Style Sheets: Edit the π Normal paragraph style sheet and the Ø Normal character style sheet (the default style sheets for all new text boxes). Create new style sheets to include with all new documents.

• Colors: Create colors to include with all new documents and delete colors that will not be used (for example, you may want to delete Red, Green, and Blue). You cannot edit or delete Cyan, Magenta, Yellow, Black, or white. You can edit, but not delete, Registration. You can edit the default trapping for colors as well.

Chapter 1: Customizing QuarkXPress

P, Meta Tags W, or Menus W. For speciﬁc

A Guide to

Setting Default Values

• H&Js: Edit the Standard hyphenation and justiﬁcation speciﬁcation to specify default automatic hyphenation rules and word and character spacing values. The

Normal style sheet uses the Standard hyphenation and justification

speciﬁcation by default. Create new hyphenation and justiﬁcation speciﬁcations to include with all new documents.

•

Lists: Lists are generated from text that uses the character or paragraph style sheets you specify. Create new lists to include with all new documents.

• Dashes & Stripes: Edit the default line and frame patterns and create new patterns to include with all new documents. You cannot edit or delete the

Solid line. Print Styles: Print styles allow you to specify frequently used print settings and

•

apply them to documents much as you apply style sheets.

• Meta Tags: Meta tags contain information about a Web page. They’re not displayed in a Web browser, but adding meta tags to your Web documents can make it easier for search engines to index your pages. Create new meta tag sets to be incorporated into exported HTML pages.

• Menus: A menu is a list of items that can display in a list control or a pop-up menu control within a form box. You can use menus to let users choose from a list of options, or you can create navigation menus where each item has a corresponding URL. Create new menus to be used in forms that are part of QuarkXPress Web documents.

2 To choose a default auxiliary dictionary for all new documents, choose

Utilities & Auxiliary Dictionary. Use the dialog box to locate an auxiliary dictionary and click

Open. Or, click New to create a default auxiliary dictionary.

3 When you are ﬁnished modifying default settings, create a new document.

All your modifications are reflected in the new document. You can still modify these settings in individual documents.

∫ Print styles are always saved with the application preferences, even if you have

a document open when you create or edit a print style.

å Each time you create a new document, all the settings in the New Document

dialog box (File & New & Document) or New Web Document dialog box (

File & New & Web Document) become the new default settings. Any palettes

that are open when you quit QuarkXPress, including library palettes, will be open the next time you launch QuarkXPress.

Chapter 1: Customizing QuarkXPress

SETTING PREFERENCES

QuarkXPress uses a variety of default preferences as the basis for all new documents. For example, you can specify the measurement system displayed on horizontal and vertical rulers. You can modify the default preferences by changing them when no documents are open. Default preferences can be modified in the panes of the Preferences dialog box (Edit & Preferences & Preferences).

MODIFYING APPLICATION PREFERENCES

The controls in the Application panes of the Preferences dialog box affect the way QuarkXPress works with all documents — for example, how it displays and saves documents. These settings are saved with the application and are never saved with documents. To modify application preferences:

1 Choose Edit & Preferences & Preferences to display the Preferences

dialog box.

2 Click the items in the list at the left to display different types of preferences. For

specific information about the controls in any of the panes, see Chapter 4, “Edit Menu,” in

A Guide to QuarkXPress: Interface Overview.

• The Display pane provides options for how guides, documents, picture previews, and so on, display on-screen.

• The Interactive pane lets you control scrolling and several text handling options.

Save pane provides features for automatically saving documents, saving

• The revisions of documents, saving libraries, and saving the document position.

• The XTensions Manager pane lets you control whether the XTensions Manager

• The

dialog box displays when you launch QuarkXPress.

Browsers pane (Mac OS) allows you to specify which Web browsers you

want to use to preview your Web documents.

Setting Preferences

3 Click OK to close the Preferences dialog box and save your changes. The

changes take effect immediately.

∫ Print styles are always saved with the application preferences, even if you have

a document open when you create or edit a print style.

Chapter 1: Customizing QuarkXPress

Setting Preferences

å To provide maximum ﬂexibility, QuarkXPress saves various default settings and

preferences in different ways. Default settings such as style sheets are saved in the “XPress Preferences” ﬁle (inside the “Preferences” folder). Default settings for Web documents are saved in the “Web Preferences” (“Web.prf”) ﬁle (also inside the “Preferences” folder). For information about saving preferences, see “Saving QuarkXPress Preferences” in this chapter.

Application preferences and default document preferences are saved in the “XPress Preferences”ﬁle. For information about application and document preferences, see “Saving QuarkXPress Preferences” in this chapter.

MODIFYING DOCUMENT PREFERENCES

The Document panes in the Preferences dialog box affect the way certain QuarkXPress features work with documents — for example, whether pages are inserted automatically when text overflows and how colors trap. If you modify settings in the

Document panes of the Preferences dialog box when

no documents are open, the settings become application default settings and affect all new documents. However, if you modify document settings when a document is open, the settings are applied to and saved only with the active document. To modify default document preferences:

1 Make sure no documents are open. 2 Choose Edit & Preferences & Preferences to display the Preferences

dialog box.

3 In the list on the left, click the items under Default Document or Default Web

Document

to display panes containing different sets of document preferences. For speciﬁc information about the controls in any of the panes, see Chapter 4, “Edit Menu,” in

A Guide to QuarkXPress: Interface Overview.

• The General pane lets you specify default settings for greeking, guides, master

page items, auto picture import, framing, hyperlink and anchor color, and automatic page insertion.

• The

Measurements pane lets you specify a default measurement system. Paragraph pane lets you specify the default settings for paragraph-based

• The typography features, including leading, baseline grid, and hyphenation method.

• The Character pane lets you specify the default settings for character-based typography features, including ligatures (Mac OS only), automatic kerning, and the size and position of superscript, subscript, small caps, and superior characters.

Chapter 1: Customizing QuarkXPress

Setting Preferences

• The Tools pane lets you specify the default settings for the Zoom tool Z and each item creation tool. For example, you can specify the minimum and maximum view for the

Zoom tool, and you can specify the default background color

for boxes and the default style for lines. You can also reset the tools to the original default settings.

You can double-click any item creation tool or the

Zoom tool Z in the Tools

palette to display the Tools pane in the Preferences dialog box. In the Tools pane, you can select multiple tools and edit their preferences simultaneously. Press Shift while you click to select a consecutive range of tools; press

(Mac OS) or Ctrl (Windows) while you click to select nonconsecutive tools. You can modify any attributes common to all the selected tools.

You can specify settings for the Image Map tools and the Form tool in the

Tools pane under Default Web Document.

Trapping pane lets you specify the values QuarkXPress uses when trapping

• The print documents automatically. By specifying trapping relationships between colors, you can avoid the white areas that can occur when printing plates are misaligned or when paper shifts or stretches on a commercial printing press.

• The Layer pane lets you specify whether new layers should maintain their runaround, be visible, be locked, or have their printout suppressed. (You can only suppress items in print documents.)

4 When you are ﬁnished modifying default preferences, create a new document.

All your modifications are reflected in the new document. You can modify preferences for individual documents by choosing

Edit & Preferences &

Preferences when a document is open.

CREATING KERNING AND TRACKING TABLES AND HYPHENATION EXCEPTIONS

You can modify default settings for kerning table information, tracking table information, and hyphenation exceptions. If you change any of these default settings when a document is open, the change is saved with the document and in the “XPress Preferences” file. For information about saving preferences, see “Saving QuarkXPress Preferences” and “Understanding Nonmatching Preferences” in this chapter. To modify kerning tables, tracking tables, and hyphenation exceptions:

1 If you are planning to edit kerning tables or tracking tables, make sure the

Kern-Track Editor QuarkXTensions software is running. (For information about loading XTensions modules, see “Using XTensions Software” in this chapter.)

2 Make sure no documents are open.

Chapter 1: Customizing QuarkXPress

Creating Kerning and Tracking Tables and Hyphenation Exceptions

3 Edit any of the following default settings:

• To edit the default kerning tables, choose Utilities & Kerning Edit. Use the Kerning Edit dialog box to modify kerning pairs for individual fonts.

• To edit the default tracking tables, choose

Utilities & Tracking Edit. Use the

Tracking Edit dialog box to modify the tracking tables for individual fonts.

• To create or modify the default list of hyphenation exceptions, choose

Utilities & Hyphenation Exceptions.

4 When you are finished modifying default settings, create a new document.

All your modifications are reflected in the new document.

∫ Creating kerning and tracking tables can be time-consuming. You could lose

your kerning and tracking tables if the “XPress Preferences” file becomes damaged. To avoid losing your settings, routinely make backup copies of your “XPress Preferences” file.

For specific information about the controls in the the

Tracking Edit dialog box, or the Hyphenation Exceptions dialog box,

see Chapter 9, “Utilities Menu,” in A Guide to QuarkXPress: Interface Overview.

SAVING QUARKXPRESS PREFERENCES

QuarkXPress is a powerful application that offers many options for controlling document display and text ﬂow. Because each person has different needs, QuarkXPress lets each user or organization store and use favorite settings in the “XPress Preferences” ﬁle. The “XPress Preferences” ﬁle, located in the QuarkXPress application folder, includes default sets of style sheets, colors, hyphenation and justiﬁcation speciﬁcations, lists, dashes and stripes, and print styles; default auxiliary dictionary path information; application preference settings; document preference settings; kerning tables; tracking tables; hyphenation exceptions;

XTensions Manager settings; and PPD Manager

settings. These different types of settings and preferences are saved in the “XPress Preferences” ﬁle in different ways.

CHANGES TO QUARKXPRESS PREFERENCES

Changes to QuarkXPress preferences are handled in the following ways:

• If you make changes to application preferences ( Preferences & items listed under Application) with or without documents open, the changes are saved in the “XPress Preferences” ﬁle and immediately affect all open documents and all subsequently opened documents.

Kerning Edit dialog box,

Edit & Preferences &

Chapter 1: Customizing QuarkXPress

Saving QuarkXPress Preferences

• If you make changes to XTensions Manager (Utilities menu) settings with or without documents open, the changes are saved in the “XPress Preferences” ﬁle and affect all documents

• If you make changes to

after you relaunch QuarkXPress. PPD Manager (Utilities menu) settings with or

without documents open, the changes are saved in the “XPress Preferences” file and immediately affect all open documents and all subsequently opened documents.

• If you make changes to document preferences (Edit & Preferences & Preferences & items listed under Document or Web Document) with a

document open, the changes are saved only with the active document.

• If you choose a different auxiliary dictionary with a document open, the change is saved only with the active document.

• If you make changes to the kerning table information, tracking table information, and hyphenation exceptions in a new document, these changes are saved with the active document and in the “XPress Preferences” ﬁle.

• If the

Nonmatching Preferences alert displays when opening a document and

you click

Use XPress Preferences, changes you make to the kerning table

information, tracking table information, and hyphenation exceptions will be stored both in that document and in the “XPress Preferences” file.

NONMATCHING PREFERENCES ALERT

QuarkXPress displays the Nonmatching Preferences alert when you open a document that was last saved with kerning table information, tracking table information, or hyphenation exceptions that are different from the settings contained in the current “XPress Preferences” ﬁle. You have the option of using the settings in the document or those in the “XPress Preferences” ﬁle

The Nonmatching Preferences alert displays when you open a document with kerning table information, tracking table information, or hyphenation exceptions that are different from the settings in the current “XPress Preferences” ﬁle.

Chapter 1: Customizing QuarkXPress

Saving QuarkXPress Preferences

USE XPRESS PREFERENCES BUTTON

If you click Use XPress Preferences, the preference information that had been saved with the document is ignored. Text may reﬂow because of different auto- matic kerning or tracking information, or different hyphenation exceptions. Changes you make to these settings while the document is active are stored both in the document and in the “XPress Preferences”ﬁle.

The advantage of the

Use XPress Preferences feature is that the document will

be based on the same kerning table information, tracking table information, and hyphenation exceptions as your other documents.

After clicking

Use XPress Preferences in the Nonmatching Preferences

alert, look over the document and see what has happened to it. If the reﬂow or changes are undesirable, choose

Preferences

dialog box will display again and you can click Keep

File & Revert to Saved. The Nonmatching

Document Settings.

KEEP DOCUMENT SETTINGS BUTTON

If you click Keep Document Settings, text will not reﬂow. Automatic kerning, tracking, or hyphenation exception changes made while the document is active will be stored only with the document. The

Keep Document Settings feature

is useful if you want to open and print a document without running the risk of text reﬂow.

UNDERSTANDING NONMATCHING PREFERENCES

When you open a document in QuarkXPress, you will sometimes see the Nonmatching Preferences

alert. If you are unfamiliar with this dialog box, it may

seem alarming. Understanding the two choices in the dialog box (

Preferences

and Keep Document Settings) will help you decide which option

to choose.

THE NONMATCHING PREFERENCES DIALOG BOX

Let’s say you’ve just brought a document over to a co-worker’s computer so you can print it to their laser printer. But when your co-worker opens your document, an alert is displayed: “Some settings saved with this document are different from those in the ‘XPress Preferences’ file.” Below this are two buttons:

Use XPress Preferences and Keep Document Settings. What do

you do?

Use XPress

Chapter 1: Customizing QuarkXPress

Understanding Nonmatching Preferences

When you see the Nonmatching Preferences alert, it means your document’s preferences are different from the preferences stored in the “XPress Preferences” file that is currently installed. Since all the preferences in question are stored with the document, you can avoid any reflow problems by clicking

Document Settings

— but are you sure this is what you want to do? Before you

Keep

can answer that question, you need to know a little more about what’s in the “XPress Preferences” ﬁle and how it works.

å If you click Use XPress Preferences in the Nonmatching Preferences alert, look

over the document and see what has happened to it. If the reﬂow or changes are undesirable, choose

File & Revert to Saved. The Nonmatching Preferences

alert will display again and you can click Keep Document Settings.

WHAT’S IN THE XPRESS PREFERENCES FILE?

Let’s take a look at what the “XPress Preferences”ﬁle contains. (We have divided the list into three groups according to how they are saved.)

GROUP A

• Kerning tables (Utilities & Kerning Edit)

• Tracking tables (Utilities & Tracking Edit)

• Hyphenation exceptions (

Utilities & Hyphenation Exceptions)

GROUP B

• Default style sheets, colors, dashes and frames, lists, and hyphenation and justification specifications (

Edit menu)

• Settings in the Document panes of the Preferences dialog box (Edit & Preferences & Preferences)

• Path information for the default auxiliary dictionary (Utilities & Auxiliary Dictionary)

GROUP C

• Print styles (Edit & Print Styles)

• Settings in the

(

Utilities menu)

• Settings in the

XTensions Manager and PPD Manager dialog boxes

Application panes of the Preferences dialog box (Edit &

Preferences & Preferences)

Chapter 1: Customizing QuarkXPress

Understanding Nonmatching Preferences

GROUP A: CHOOSE YOUR BUTTONS WITH CARE

If the Nonmatching Preferences alert displays when you open a document, it means that one or more of the document’s group A settings are different from those in the current “XPress Preferences”ﬁle. This means that your document could look different depending on whether or not you choose to use the document’s settings. For example, a sentence that should end on page three could end on page four instead because of differences in kerning or tracking.

So which button do you click? If you want the document to look exactly the same on your co-worker’s computer as it did on your computer, click the

Document Settings

button. (This is always the appropriate choice for opening

Keep

documents at a service bureau.)

However, if you click the

Preferences

alert will continue to display every time your friend opens this

Keep Document Settings button, the Nonmatching

document on his or her machine. If another user is going to be keeping the ﬁle from now on, this could become tedious. If you click

Use XPress Preferences

and resave the document, the Nonmatching Preferences alert will no longer display when the document is opened on the other user’s computer because you will have replaced the document’s preferences with those in the current “XPress Preferences”ﬁle. However, you should only click

Use XPress Preferences if:

• The document’s kerning, tracking, and hyphenation need to be consistent with other documents produced on this computer, or;

• The document’s kerning, tracking, and hyphenation are relatively unimportant.

If you click it. Look for the overﬂow symbol

Use XPress Preferences, look through the document before you save

t in text boxes, for undesirable line breaks, and

for any other changes.

GROUP B: NO ALERT, NO PROBLEM

If your settings for group B (style sheets, colors, hyphenation and justiﬁcation specifications, and so on) are different from those in another user’s “XPress Preferences”ﬁle, the

Nonmatching Preferences alert will not display.

The document’s settings will be used automatically, and any changes you make to those settings will apply to that document only.

Chapter 1: Customizing QuarkXPress

Understanding Nonmatching Preferences

GROUP C: DON’T WORRY ABOUT IT

Like group B, differences among group C settings (print styles, PPD information, and so on) will not cause the

Nonmatching Preferences alert to display.

The information does not affect individual documents and is not saved with documents.

WHERE ARE PREFERENCE CHANGES SAVED?

• Any changes you make to the settings in group A or B while no documents are open are stored in the “XPress Preferences”ﬁle, and are used for all subsequently created documents.

• Any changes you make to the settings in group B while a document is open are saved with that document only.

• Any changes you make to settings in group C are always stored in the “XPress Preferences”ﬁle, whether or not a document is open.

• If the

Nonmatching Preferences alert displays when you open a document,

and you click

Use XPress Preferences, subsequent changes you make to set-

tings in group A are saved to both the document and the “XPress Preferences” ﬁle. (The document’s original group A settings are discarded when you click Use XPress Preferences.)

• If the

Nonmatching Preferences alert displays when you open a document, and

you click

Keep Document Settings, subsequent changes you make to settings in

group A are saved only with the document.

∫ Standard bitmap frames (those included with QuarkXPress) will not generate a

nonmatching preferences alert. A document containing standard bitmap frames will open and retain its bitmap frames. However, since only QuarkXPress 4.x and earlier have the ability to use Frame Editor and bitmap frames, you cannot edit the bitmap frames or add them to your default “XPress Preferences” ﬁle.

Custom bitmap frames (created in Frame Editor) will generate a nonmatching preferences alert; just like standard bitmap frames, you cannot edit them or add them to your default “XPress Preferences” ﬁle.

Chapter 1: Customizing QuarkXPress

Using XTensions Software

USING XTENSIONS SOFTWARE

XTensions modules are add-on software that enhance the features of QuarkXPress. Examples of XTensions software included with QuarkXPress are the ﬁlters used to import and export text in the formats of many word processing applications, the Kern-Track Editor, and Custom Bleeds. In addition to the QuarkXTensions modules that come with QuarkXPress, third-party software developers have created many XTensions modules to meet specialized publishing needs.

SPECIFYING WHICH XTENSIONS MODULES TO USE

The XTensions Manager dialog box (Utilities menu) lets you control which XTensions modules are loaded with QuarkXPress. XTensions software consume RAM (memory), so you should run only the ones you need. To specify which XTensions modules to use:

1 Choose Utilities & XTensions Manager. The dialog box lists all the

XTensions software in the “XTension” folder and the “XTension Disabled” folder within your QuarkXPress application folder.

Use the XTensions Manager dialog box (Utilities menu) to specify which XTensions modules should load and to create sets of XTensions modules.

2 To specify which XTensions modules load, you can choose a default set,

temporarily change the status of individual XTensions modules, or create a new set.

• To choose a default set, use the

Enabled XTensions Disabled

to let QuarkXPress load all your XTensions software. Choose All

if you don’t want any XTensions software to load.

• To change the status of individual XTensions modules, click in the

Set pop-up menu. Choose All XTensions

Enable

column or choose Yes or No from the Enable pop-up menu. To edit the status of multiple XTensions modules: Press Shift while you click to select consecutive

Chapter 1: Customizing QuarkXPress

Using XTensions Software

XTensions modules; press C (Mac OS) or Ctrl (Windows) while you click to select nonconsecutive XTensions modules.

• To create a new set of XTensions software based on those currently enabled, click

Save As and enter a name in the Enter name for current set field.

The new set will display in the

Set pop-up menu for future use.

3 Click OK; relaunch QuarkXPress to load the new XTensions set.

å When you install QuarkXPress, all included XTensions modules are enabled by

default. To conserve RAM, you should carefully review the XTensions modules that are running and disable any that you will not be using.

Pressing the space bar while launching QuarkXPress displays the

Manager

dialog box so you can specify which XTensions modules will load. The

XTensions

XTensions Manager pane in the Preferences dialog box (Edit & Preferences & Preferences) lets you control the default display of the XTensions Manager

dialog box at launch.

If you have various clients or documents that require different XTensions software, you can create a different XTensions software set for each situation.

IMPORT/EXPORT FILTERS

QuarkXPress provides import/export ﬁlters that let you transfer ﬁles between QuarkXPress and popular word processing applications. You can also save and import ASCII ﬁles, including those with XPress Tags information. Supported text file formats include Microsoft Word, RTF (Windows only), and WordPerfect. QuarkXPress also includes import filters for certain picture file formats, including PhotoCD.

Import/export ﬁlters are actually XTensions software and are controlled by the XTensions Manager dialog box (Utilities menu). To import text or pictures in any of these formats, or to export text in any of these formats, the appropriate import/export ﬁlters must be loaded.

QUARKXTENSIONS SOFTWARE

QuarkXPress includes several QuarkXTensions modules that add core features to the application, including the Index QuarkXTensions module, and the Kern-Track Editor.

THIRD-PARTY XTENSIONS SOFTWARE

Hundreds of third-party software developers are currently producing a wide range of XTensions software that let QuarkXPress meet specialized publishing needs. Custom XTensions modules are also available for advertising agencies, graphic designers, newspaper publishers, magazine publishers, database publishers, and output providers.

Chapter 1: Customizing QuarkXPress

Managing Print Styles and PPDs

MANAGING PRINT STYLES AND PPDS P

QuarkXPress lets you customize printing features by saving output settings as print styles and controlling which PostScript Printer Description files (PPDs) load with QuarkXPress. The print styles and PPD information are stored in the “XPress Preferences” file. To create and use print styles, see Chapter 23, “Output.”

CREATING AND EDITING PRINT STYLES P

Print styles are predeﬁned output setups you can choose from the Print Style pop-up menu in the Print dialog box (File & Print). Print styles are not document-speciﬁc; they are global preferences that can be saved, exported, imported, and used with any QuarkXPress document. To create or edit a print style:

1 Choose Edit & Print Styles.

Use the Print Styles dialog box (Edit menu) to create and edit print styles for use with all your documents. Use the Export button to share print styles with other users.

2 Edit the Default print style to reflect the print settings you use the most.

Create new print styles to include with all new documents.

3 Click Save.

å If you click either the Print or Capture Settings button in the Print dialog box,

the current print settings are saved with the document when you save (File & Save) the document.

Chapter 1: Customizing QuarkXPress

Managing Print Styles and PPDs

SPECIFYING WHICH PPDS TO USE P

PostScript Printer Description ﬁles (PPDs) let you choose device-speciﬁc features for a particular PostScript printer, such as an alternate paper size and optimized screen values. Printer manufacturers provide PPDs for their printers. If you do not have a PPD for your device, you can use one of the three default PPDs: Generic B&W, Generic Color, or Generic Imagesetter.

PPDs are accessed through the Printer Description pop-up menu in the Page Setup dialog box (File menu). You can control which PPDs display in the

Printer Description pop-up menu by using the PPD Manager dialog

box (

Utilities menu). To specify which PPDs are available:

1 Choose Utilities & PPD Manager.

Use the PPD Manager dialog box (Utilities menu) to specify which PPDs are available.

2 Click Select (Mac OS) or Browse (Windows) in the System PPD Folder area

to specify the folder that contains the PPDs you want to access. By default, QuarkXPress accesses the PPDs in the following folder:

• Mac OS: The “Printer Descriptions” folder in the “Extensions” folder within your System Folder.

• Windows: The “System” folder in the “Windows” folder. (Windows NT: Win_NT

& System 3x & Spool & Drivers & w32x86 & 0 [zero])

3 To specify which PPDs are accessible, click in the Include column or choose

Yes or No from the Include pop-up menu. To edit the status of multiple

PPDs: Press Shift while you click to select a consecutive range of PPDs; press C (Mac OS) or Ctrl (Windows) while you click to select a nonconsecutive range of PPDs.

4 Click OK; changes take effect immediately.

Chapter 1: Customizing QuarkXPress

Managing Print Styles and PPDs

å Each time you launch QuarkXPress, the application looks at all the PPDs avail-

able to see if any have been added, deleted, or changed. If you have many PPDs, QuarkXPress may take longer to launch.

To speed launch time, remove PPDs that you do not need. Look in the “Printer Descriptions” folder inside the “Extensions” folder (Mac OS) or the “System” folder inside the “Windows” folder (Windows) and in the “PPD” folder (if you have one) in your QuarkXPress application folder. Place any unnecessary PPDs in a different folder.

USING APPLE EVENTS SCRIPTS — MAC OS ONLY

Apple events scripts are small programs that let you automate repetitive tasks, customize QuarkXPress, and link QuarkXPress to other applications. Publishers use scripts for everything from simple text formatting to complex database publishing. Writing scripts requires some programming knowledge and dedication to learning a scripting language. Once scripts are written, anyone can use them to enhance their productivity in QuarkXPress.

WRITING SCRIPTS

Scripts written for QuarkXPress are based on the Apple Events Object Model, a common language that lets Mac OS applications talk to each other. Objects are the elements of an application (for example, a picture box); each object has speciﬁc capabilities. Events are verbs that tell objects what to do. Depending on the capabilities of the object, it can perform different events.

To write scripts, you combine objects with events. Essentially, you are giving orders to speciﬁc objects. The syntax is deﬁned by the scripting language you use: AppleScript

™

or UserTalk (in UserLand Frontier). For information about writing scripts for QuarkXPress, see the documentation in the Apple Events Scripting folder on the QuarkXPress CD-ROM.

Chapter 1: Customizing QuarkXPress

Using Apple Events Scripts — Mac OS Only

USING SCRIPTS

Consult your Mac OS or scripting software documentation for information about the system extensions that must be running for you to use scripts. The various methods for accessing and running scripts depend on how the script was created. For example, you can create a drag-and-drop application that will run when you drop QuarkXPress ﬁles on it. Or, you can use XTensions software to add a menu or palette to QuarkXPress that provides access to your scripts.

å For information about writing scripts for QuarkXPress, see the documents in the

Apple Events Scripting folder on the QuarkXPress CD-ROM.

AppleScript ships with most versions of Mac OS. UserLand Frontier is available from many online services.

Chapter 1: Customizing QuarkXPress

Arranging Documents

Chapter 2: Layout Tools

You can arrange ﬂowers by placing them directly in a vase or by carefully positioning

each one. The ﬂowers placed directly in the vase look good, but the carefully positioned

flowers can be a masterpiece of design. QuarkXPress operates on a similar principle,

letting you position items by clicking and dragging the mouse or by using layout tools

for precision and control. Clicking and dragging is intuitive and can look great, but

when you need to create a complex design, the precision tools will serve you best.

QuarkXPress provides a number of on-screen layout tools that allow extreme precision

in arranging your items, as well as a variety of controls that help you arrange docu-

ments on-screen and navigate through documents. Using these tools and controls

will help you make each document a triumph of design.

ARRANGING DOCUMENTS

QuarkXPress lets you automatically arrange open documents on-screen by giving you options to control the way open documents are displayed. You can stack or cascade documents, you can tile documents, or you can stack or tile all open documents to a specific view size. The Window menu on Windows provide access to these display controls.

ARRANGING DOCUMENTS ON MAC OS

On Mac OS, you can use the Windows submenu (View & Windows) to control the way open windows are displayed on-screen. The ﬁrst section of the submenu lets you specify how open documents are displayed:

• To display open documents stacked to the right and down, choose

Windows & Stack Documents. The Stack Documents command layers multiple open documents so a small portion of each document’s menu bar displays.

• To reduce the size of each window and distribute them evenly on your screen(s),

choose

View & Windows & Tile Documents. The Tile Documents command

resizes document windows so that equal portions of all open documents display on-screen. The active document always displays in the upper left part of the monitor; the most recently active documents are displayed from left to right and top to bottom. If the

Preferences dialog box (Edit & Preferences & Preferences), you can use

more than one monitor for tiling documents.

Windows submenu (View menu) on Mac OS and the

View &

Tile to Multiple Monitors is checked in the Display pane of

Chapter 2: Layout Tools

Arranging Documents

The second section of the Windows submenu lists all open documents and lets you choose which one to display. You can also display the Clipboard if it is open.

To change all documents to the same view when stacking or tiling, press the following modiﬁer keys while you choose

Stack Documents or Tile Documents

(View & Windows). You must press the modiﬁer key before you click the menu bar to choose

View.

ç KEYBOARD COMMANDS

STACK OR TILE TO DOCUMENT VIEW KEYBOARD COMMAND

Actual Size Control Fit in Window P C Thumbnails P Option

å Press Shift while clicking a document’s title bar to display the

Windows submenu.

To drag thumbnails of pages between documents, the document windows must be resized so each is showing and each document must be in

Thumbnails view.

You can accomplish this quickly by pressing Option while you choose Windows & Tile Documents, or press Option+Shift while you click a document’s title bar and choose Tile Documents. P

View &

ARRANGING DOCUMENTS ON WINDOWS P

On Windows, you can use the Window menu to control the way open windows are displayed on-screen. The ﬁrst section of the submenu lets you specify how open documents are displayed:

• To display open documents stacked to the right and down, choose

Window &

Cascade. The Cascade command layers multiple open documents so a small

portion of each document’s title bar displays.

• To resize document windows so they all display stacked from top-to-bottom on

the screen, choose To resize document windows so they all display side-by-side, with the title bars

•

adjacent to each other beginning at the top of the screen, choose

Window & Tile Horizontally.

Window &

Tile Vertically.

If four or more documents are open, the Tile Horizontally and Tile Vertically commands arrange document windows so all open documents and an open Clipboard display on-screen. The active document is always displayed in the upper left or top of the monitor.

Chapter 2: Layout Tools

Arranging Documents

To change all documents to the same view when cascading or tiling, press the following modifier keys while you choose

Cascade, Tile Horizontally,

or Tile Vertically from the Window menu.

ç KEYBOARD COMMANDS

STACK OR TILE TO DOCUMENT VIEW KEYBOARD COMMAND

Actual Size Ctrl+Alt Fit in Window P Ctrl Thumbnails P Alt

å When multiple documents are open, press Ctrl+Tab to move through all open

documents. To switch to the previous document, press Ctrl+Shift+Tab.

NAVIGATING THROUGH DOCUMENTS

QuarkXPress provides several ways to navigate through a document: Page menu commands, the

Page ﬁeld, Document Layout palette icons, the go-to-page pop-up

menu, and scroll bars. After experimenting with the various options, you will ﬁnd a method that works best for you.

USING PAGE MENU COMMANDS

The Page menu commands let you “turn” the pages of a document, jump to speciﬁc pages, and display master pages.

• To turn the pages of a document, choose the

Page menu.

Previous, Next, First, or Last from

å When any tool except the Zoom tool is selected, and Caps Lock is not turned

on, you can press Option (Mac OS) or Alt (Windows) to access the Page Grabber Hand

H. The Page Grabber Hand H lets you scroll through a page in any

direction by dragging the mouse. In a print document, you can use the Page Grabber Hand H to scroll to another page.

• To display a speciﬁc document page, choose

Page & Go to (C+J on Mac OS,

Ctrl+J on Windows). Enter the number of the page you want to display in the Go to Page ﬁeld and click OK.

Chapter 2: Layout Tools

Navigating Through Documents

∫ If your print document is divided into sections, precede the page number you

enter with the preﬁx characters you speciﬁed for the section in the of the

Section dialog box (Page & Section). You can also specify absolute page

numbers in the

Go to Page dialog box. An absolute page number indicates the

Preﬁx ﬁeld

page’s actual position in a document, regardless of any sectioning or special numbering. To specify an absolute page number, precede the number you enter in the Go to Page dialog box with a plus (+) sign.

• To display a master page, choose

Page & Display. From the Display submenu,

choose the master page you want to display. To display the document page again, choose

Document from the Display submenu.

å To display the top of the first page of a document, press Home (Mac OS) or

Ctrl+Page Up (Windows).

To scroll up one screen, press Page Up. To scroll to the top of the previous page, press Shift+Page Up. To scroll down one screen, press Page Down. To scroll down to the top of the next page, press Shift+Page Down. Mac OS only: To display the bottom of the last page of the document, press End. To display the top of the last page of the document, press Shift+End (Mac OS)

or Ctrl+Page Down (Windows).

USING THE DOCUMENT LAYOUT PALETTE

The Document Layout palette lets you display document pages and master pages by clicking icons. To display the

Document Layout palette, choose

View & Show Document Layout (F10 on Mac OS, F4 on Windows). To display

a master page, double-click its icon (in the middle portion of the palette). To display a document page, double-click its icon (in the lower portion of the palette).

Double-click icons in the Document Layout palette (View menu) to display a document page or a master page.

Chapter 2: Layout Tools

Navigating Through Documents

USING THE PAGE FIELD

The Page ﬁeld in the lower left corner of the document window is editable. To display a speciﬁc page, select the number in this ﬁeld and enter a new number.

Select the number in the Page ﬁeld (in the lower left corner of the document window) and enter a new page number.

USING THE GO-TO-PAGE POP-UP MENU

In addition to the Document Layout palette, QuarkXPress provides a pop-up menu of page icons in the lower left corner of the document window. Click the Page pop-up arrow

, next to the Page field to display the go-to-page

pop-up menu. Drag to select master pages (on the left) and document pages (on the right).

Click the Page pop-up arrow , in the lower left corner of the document window to display icons for document pages and master pages.

SCROLLING THROUGH A DOCUMENT

You can navigate through a document using the scroll boxes and the scroll arrows on the right edge and bottom of the document window. In a print document, you can change pages using these scroll boxes and scroll arrows; however, because pages in a Web document have no ﬁxed height, you cannot scroll to another page in a Web document.

• To use a scroll box, click and drag it. If you use the scroll box to change pages in a print document, the

Page ﬁeld in the lower left corner of the document

window updates.

• To use the scroll arrows, click an arrow to scroll incrementally in that direction (up, down, right, or left). Click and hold an arrow to scroll through the page continuously.

Chapter 2: Layout Tools

Navigating Through Documents

å To improve speed while scrolling, check Speed Scroll in the Interactive pane of

the

Preferences dialog box (Edit & Preferences & Preferences).

The QuarkXPress Speed Scroll feature greeks pictures and displays two-color blends in a single color while you are scrolling. It redraws them when you stop scrolling.

You can set a preference to “live scroll” when you drag a scroll box. During a live scroll, the document window is updated automatically and displays the document as you drag the scroll box. To use live scroll all the time, check

Live Scroll in the Interactive pane of the Preferences dialog box (Edit & Preferences & Preferences).

Mac OS only: To toggle Live Scroll, press Option before you click the scroll bar and while you drag it. If

Live Scroll is checked, pressing Option will disable it.

If Live Scroll is unchecked, pressing Option will enable it.

CHANGING DOCUMENT VIEWS

QuarkXPress lets you reduce or enlarge the document view in .1% increments. You can switch between predeﬁned page views using menu commands and keyboard commands, you can enter a custom view percentage, and you can enlarge speciﬁc areas using the

Zoom tool

CHOOSING A PREDEFINED PAGE VIEW

To specify a predefined page view, choose an option from the View menu: 50%, 75%, Actual Size (C+1 on Mac OS, Ctrl+1 on Windows), or 200%.

In a print document, you can also choose Fit in Window (C+0 on Mac OS, Ctrl+0 on Windows) or

Thumbnails (Shift+F6)

å When Thumbnails (View menu) is selected, you can reposition pages by drag-

ging them to a different location in the document. You can also drag pages to another open document that is also displaying pages in Thumbnails view. P

ENTERING A CUSTOM VIEW PERCENTAGE

To specify a document view other than one listed in the View menu, select the number in the

View Percentage ﬁeld (Control+V on Mac OS, Ctrl+Alt+V

on Windows) in the lower left corner of the document window. Enter a value and press Return (Mac OS) or Enter (Mac OS or Windows).

Chapter 2: Layout Tools

Changing Document Views

USING THE ZOOM TOOL Z

To enlarge the document view in preset intervals, select the Zoom tool Z and click on the document. To reduce the document view in preset intervals, press Option (Mac OS) or Alt (Windows) while you click the

Zoom tool Z. To specify

the portion of the document you want to zoom in on or out from, use the Zoom tool Z to drag a marquee around the area you want to view.

∫ You can customize the zoom increment and the maximum and minimum

reduction and enlargement values obtainable with the specifying values in the

Tools pane of the Preferences dialog box (Edit &

Zoom tool Z by

Preferences & Preferences).

å You can temporarily select the Zoom tool Z by pressing Control+Shift (Mac OS)

or Ctrl+space (Windows). On Mac OS, this key command can be changed to Control in the

ences

& Preferences & Interactive pane). Press Control+Option (Mac OS) or

Control Key area of the Preferences dialog box (Edit & Prefer-

Ctrl+Alt+space (Windows) to zoom out.

Windows only: The maximum zoom percentage depends upon the Display DPI Value

(Edit & Preferences & Preferences & Display pane). If the value is set

above 85 dpi, the maximum zoom percentage decreases. For example, a value of 96 dpi restricts the maximum zoom percentage to 692%.

USING THE PASTEBOARD P

The pasteboard is the nonprinting area that surrounds individual pages and spreads. The pasteboard can function both as a work area and as a temporary storage area. You can create items and groups on the pasteboard, then drag them from the pasteboard onto a document page. You can also use the pasteboard to “bleed” an item off a page.

å The pasteboard is not available in Web documents.

USING THE PASTEBOARD AS A WORK AREA P

You construct and modify items and groups on the pasteboard just as you would a document page. You can drag items from a pasteboard to any other document page or pasteboard. The pasteboard works as follows:

• To create items on the pasteboard, scroll left or right so that a page’s pasteboard area displays. Create, position, and group items on the pasteboard just as you would on a document page.

• To move an item from the pasteboard to a document page or another pasteboard, select the

Item tool e, click the item, and drag it into position.

Chapter 2: Layout Tools

Using the Pasteboard

• You can move an item so that it is partially off the left or right edge of the pasteboard. When you do so, the portion that you move off the edge is not visible. It is not possible to move an item completely off the pasteboard.

• When you drag out a horizontal ruler guide and release the

g pointer over

the pasteboard, the guide displays across the pasteboard and all the pages in a spread. If you release the

g pointer when it is positioned over a document page,

the guide displays only on that page.

å You may ﬁnd it convenient to store items on the pasteboard until you are ready

to place them on a document page. If you plan to store a variety of items, consider using a library. To create a library, see Chapter 16, “Libraries.”

USING THE PASTEBOARD FOR BLEEDS P

Bleed is the term used to describe items that are printed to the edge of a ﬁnished page. You can create a bleed item with QuarkXPress by extending it from a document page onto the pasteboard, and then entering the distance you want to extend the bleed in the

Print dialog box Bleed field (File & Print &

Document tab). Once a page with bleed elements is reproduced on press, a

commercial printer can trim the document to its ﬁnished page size.

∫ You can specify the size of the pasteboard by entering a percentage value in the

Pasteboard Width field in the Display pane of the Preferences dialog box (

Edit & Preferences & Preferences). By default, the area of the pasteboard to

the left and to the right of a page or spread is equal to the document’s page width, and .5" of pasteboard displays above and below pages and spreads. When the width of the widest horizontal spread in a document approaches 48", the width of the pasteboard areas to the right and to the left of the spread is reduced to stay within the 48" document width limit.

USING RULERS AND GUIDES

The rulers and guides in QuarkXPress give you precise control for document layout. You can control the measurement system displayed on rulers and you can customize the color of guides. QuarkXPress provides margin guides and column guides for aligning text, and lets you create all the ruler guides you need for aligning items. To ensure that items are placed properly, you can “snap” items to guides.

DISPLAYING RULERS AND GUIDES

Use the View menu commands to display rulers and guides. To display rulers, choose

View & Show Rulers (C+R on Mac OS, Ctrl+R on Windows). To display

guides, choose

View & Show Guides (F7).

Chapter 2: Layout Tools

Using Rulers and Guides

∫ By default, margin guides and column guides display as blue lines on color mon-

itors and as dotted gray lines on black-and-white monitors. Ruler guides display as green lines on color monitors and as dotted gray lines on black-and-white monitors. You can specify different colors for margin and ruler guides and the baseline grid in the

Display pane of the Preferences dialog box (Edit &

Preferences & Preferences).

You can display page guides either In Front of or Behind all items, depending on the setting you choose from the

Guides area in the General pane of the

Preferences dialog box (Edit & Preferences & Preferences).

SPECIFYING THE MEASUREMENT SYSTEM FOR RULERS

To specify ruler measurement units, choose options from the Horizontal and Vertical pop-up menus in the Measurements pane of the Preferences dialog box (Edit & Preferences & Preferences).

The Vertical and Horizontal options you choose are used by QuarkXPress in all ﬁelds that indicate position values. For example, if you choose the

Vertical pop-up menu and Picas from the Horizontal pop-up menu, the

value in the inches; the value in the

Origin Down ﬁeld (in item speciﬁcation dialog boxes) displays in

Origin Across ﬁeld displays in picas.

Inches from

You can specify different measurement units for your print documents and Web documents.

å The Snap to Guides feature helps you quickly align items with ruler guides and

page guides. When Creation pointer The

Snap Distance is speciﬁed in pixels in the General pane of the Preferences

Snap to Guides is checked (View menu), an item or Item

c snaps to a guide when you drag it within the snap distance.

dialog box (Edit & Preferences & Preferences).

SPECIFYING COLUMN GUIDES AND MARGIN GUIDES P

QuarkXPress automatically places column guides and margin guides in all new documents. You specify their position in the

Guides

ﬁelds in the New Document dialog box (File & New & Document).

Column Guides and Margin

When a master page is displayed in the document window, you can use the Master Guides dialog box (Page & Master Guides) to change the placement of column guides and margin guides.

Chapter 2: Layout Tools

Using Rulers and Guides

If you check Automatic Text Box in the New Document dialog box (File & New & Document), the values you specify in the Margin Guides area deﬁne

the size and placement of the automatic text box. The values you specify in the Column Guides area define the columns for the automatic text box. If you do not check

Automatic Text Box when you open a new document, column

guides are displayed, but the values are not applied to any text box.

å Margin guides and column guides information is stored as part of a master page.

To reposition margin guides and page guides in an existing document, display the master page that contains the guides you want to reposition, then choose Page & Master Guides. The Master Guides dialog box displays. Edit the values in the

Margin Guides and Column Guides area of the Master Guides dialog

box to reposition margin and column guides on the master page and on all document pages based on that master page.

SPECIFYING THE PAGE WIDTH GUIDE W

QuarkXPress automatically places a page width reference guide in all new documents to indicate the right edge of the design area. You specify the default page width for a document in the

Layout area of the New Web Document

dialog box (File & New & Web Document).

• To specify a page width that is the same for all browser windows, enter a value in pixels in the

Page Width ﬁeld or choose a standard width value from the

pop-up menu.

• To specify a page width that depends on the width of the browser window, check Variable Width Page. Enter a percentage value in the Width ﬁeld to indicate how much of the browser window will be ﬁlled with the page. Enter the minimum allowable width of the variable page in pixels in the

Minimum ﬁeld.

To reposition the page width reference guide for an individual page, display the page that contains the guide you want to reposition, then choose

Page &

Page Properties. Edit the values in the Layout area of the Page Properties

dialog box, and then click OK.

To reposition the page width reference guide for all pages based on the same master page, display the master page that contains the guide you want to reposition, then choose in the

Layout area of the Master Page Properties dialog box to reposition

Page & Master Page Properties. Edit the values

the page width guide on the master page and on all document pages based on that master page.

Chapter 2: Layout Tools

Using Rulers and Guides

SPECIFYING THE RULER ORIGIN

The ruler origin is the location where the top ruler and the left ruler intersect; it is the 0 point on both the left and top rulers. To move the ruler origin, click where the rulers intersect in the ruler origin area in the upper left corner of the document window and drag the intersection point to the location you want. The ruler origin will be positioned where you release the mouse button. To reset the ruler origin, click the ruler origin area.

∫ If Page is chosen for Item Coordinates in the Measurements pane of the

Preferences dialog box (Edit & Preferences & Preferences), you can position

the ruler origin on a document page. If

Spread is chosen, you can position the

ruler origin anywhere on a spread. P

SPECIFYING ITEM COORDINATES FOR THE RULER P

The Item Coordinates option in the Measurements pane of the Preferences dialog box (Edit & Preferences & Preferences) lets you specify whether the top ruler continues across multiple pages in a spread or repeats from 0 for each page. Choose pages in a spread. Choose

Spread to display a single, continuous ruler across the top of

Page to repeat the horizontal ruler from 0 for

each page in the spread.

POSITIONING RULER GUIDES

You create ruler guides by dragging them off the horizontal and vertical rulers (

View & Show Rulers). You can create ruler guides on master pages and on

individual document pages.

• To pull out horizontal ruler guides, click on the top ruler; when the

g pointer

displays, drag the ruler guide into position on the page. To pull out a vertical ruler guide, click on the left ruler and drag the ruler guide onto the page when the

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

ruler guide, the guide’s position is indicated in the guides) or the

Y field (for horizontal ruler guides).

X field (for vertical ruler

• If, as you drag out a horizontal ruler guide, you release the mouse button when the ruler guide is positioned over the pasteboard, the ruler guide will extend across the pasteboard and all the pages in the spread. If you release the mouse button when the horizontal ruler guide is positioned over a document page, the ruler guide will display only on that page.

• To reposition a ruler guide, click it, then drag it to a different location when either the

g or the G pointer displays. You must have the Item tool e selected

to click and drag a guide when the pointer is over an item and you have chosen In Front from the Guides area in the General pane of the Preferences dialog box (

Edit & Preferences & Preferences). To click a guide when the pointer

is over an item and the

Content tool E is selected, press C (Mac OS) or

Ctrl (Windows) while you click and drag the ruler guide.

Chapter 2: Layout Tools

Using Rulers and Guides

• To remove a ruler guide, click it, then drag it off the page. To remove all ruler guides from a spread’s pasteboard, scroll through the document so that a portion of the pasteboard is displayed; press Option (Mac OS) or Alt (Windows) while you click an area of the ruler that is adjacent to the pasteboard. To remove all ruler guides from a document page, scroll through the document so that a portion of the page is displayed; press Option (Mac OS) or Alt (Windows) while you click an area of the ruler that is adjacent to the document page. Click the horizontal ruler to delete horizontal ruler guides; click the vertical ruler to delete vertical ruler guides.

å To create a guide that only displays at or above the current view percentage,

press Shift while you create the guide. For example, if you press Shift and create a guide while the document is in 400% view, that guide will display only at views between 400% and 800% (Mac OS) or 400% and Maximum (Windows).

SPECIFYING GREEKING

In QuarkXPress, “greeking” is the process of replacing text and pictures with gray bars and boxes to improve screen redraw speed. Greeking can also help you concentrate on the layout without being distracted by speciﬁc words and images.

GREEKING TEXT

When text is greeked, lines of text are replaced with gray bars. To specify greeking, choose

Edit & Preferences & Preferences and click the General

pane. Check Greek Text Below and enter a value from 2 to 720 points in the ﬁeld (characters below that point size will be greeked). Text greeking does not affect the way characters print.

GREEKING PICTURES

When pictures are greeked, imported pictures are replaced with a gray pattern. To specify greeking, choose

Edit & Preferences & Preferences and click the

General pane. Check Greek Pictures. Greeking does not affect the way pictures

print. When

Greek Pictures is checked, you can view a picture by selecting its

picture box.

Greeked pictures display as gray boxes; greeked text displays as gray bars.

Chapter 2: Layout Tools

Creating New Print Documents

Chapter 3: Document Basics

Just as a house must be built on a foundation in order to be stable, any publication

requires a document as a foundation, and understanding the basics of a good

foundation is important.

QuarkXPress lets you create new documents from scratch, build documents based on

preconﬁgured templates, and work with previously saved documents. Documents can

be saved on a local hard drive, to a connected server, or to a removable media storage

device for transportation. Once you familiarize yourself with these basics, you’ll be

on your way to efﬁciently creating stable publications.

CREATING NEW PRINT DOCUMENTS P

You can create a new document at any time, as long as you have fewer than 25 ﬁles open. When you create a new document, you can specify its page size and margin positions, and you can choose whether the document will consist of single pages or of spreads with left- and right-facing pages. You also have the option of creating columns and text boxes on your document pages.

å Parts of the user interface that are unique to print documents display only

when a print document is active. Parts of the user interface that are unique to Web documents display only when a Web document is active.

1 Choose File & New & Document (C+N on Mac OS, Ctrl+N on Windows).

Choose File & New & Document to deﬁne page information and create a new document.

Chapter 3: Document Basics

Creating New Print Documents

2 To specify a standard page size, choose an option from the Size pop-up menu.

To create a custom-sized page, enter dimensions in the

Width and Height ﬁelds.

å When specifying values in a dialog box, use the Tab key to move from the active

ﬁeld to the next ﬁeld, or press Shift+Tab to move to the previous ﬁeld.

3 Choose either portrait or landscape page orientation by clicking an Orientation

icon (Mac OS) or radio button (Windows).

4 To specify the position of the margin guides (nonprinting lines used to position

items on a page), enter values in the ﬁelds in the

Margin Guides area.

5 Check Facing Pages to specify that the document contains both left-facing

and right-facing pages.

6 To specify the number of columns on document pages and the spacing

between them, enter values in the

Columns and Gutter Width fields.

7 Check Automatic Text Box to place an automatic text box on the ﬁrst page of

the document and on the default master page. Click

OK.

∫ The size of the automatic text box is determined by the values entered in

the

Margin Guides area. If more than one column has been specified in the

Columns field, the automatic text box will be divided into linked columns.

If you do not check Automatic Text Box, QuarkXPress still draws guides that reﬂect the values in the

Margin Guides and Columns areas.

QuarkXPress remembers the values you enter in the New Document dialog box, and uses them as default values the next time you create a new document.

å A master page is a nonprinting page used to automatically format other docu-

ment pages. Every QuarkXPress document contains a master page by default. The default master page formatting is based on settings in the

New Document

dialog box.

Chapter 3: Document Basics

Creating New Web Documents

CREATING NEW WEB DOCUMENTS W

You can create a new Web document at any time, as long as you have fewer than 25 files open. When you create a new Web document, you can specify its page width, its background, and its default text and link colors. Each page in a Web document can be exported as an HTML document.

å Parts of the user interface that are unique to print documents display only

when a print document is active. Parts of the user interface that are unique to Web documents display only when a Web document is active.

CREATING A NEW WEB DOCUMENT W

To create a new Web document:

1 Choose File & New & Web Document (C+Option+Shift+N on Mac OS,

Ctrl+Alt+Shift+N on Windows).

Choose File & New & Web Document to create a new Web document.

2 To specify default colors for text, the page background, hyperlinks, visited

hyperlinks, and active hyperlinks, choose options from the pop-up menus in the

Colors area. You can choose an existing color or choose Other and

then select a new color.

3 To specify the position of the page width guide, choose an option from the

Page Width pop-up menu or enter a value in the Page Width field.

4 To make the page a variable-width page, check Variable Width Page and

then enter a percentage in the the

Minimum field.

Chapter 3: Document Basics

Width field and a minimum page width in

Creating New Web Documents

å In a variable-width page, the objects on the page will “stretch” when the end

user widens or narrows the browser window, as long as the width of the browser window is greater than the value in the Minimum ﬁeld.

5 To specify a background picture for the page, check Background Image, then

click

Select (Mac OS) or Browse (Windows) and locate the picture ﬁle. Finally,

choose an option from the

Repeat pop-up menu:

• Choose Tile to continuously repeat the picture both horizontally and vertically.

• Choose

Horizontally to continuously repeat the picture horizontally but

not vertically.

• Choose Vertically to continuously repeat the picture vertically but not horizontally.

• Choose None to show the picture only once, in the upper left corner of the browser window.

6 Click OK.

SETTING UP A NEW WEB DOCUMENT W

Once you’ve created a new Web document, take a moment to set its preferences. To set preferences for the active Web document:

1 Choose Edit & Preferences & Preferences. The Preferences dialog

box displays.

2 Click General to display the General pane.

Use the General pane of the Preferences dialog box to set preferences for the active Web document.

Chapter 3: Document Basics

Creating New Web Documents

3 Enter a name in the Image Export Directory ﬁeld. When you export the Web

document as HTML, image ﬁles will be placed in a folder with this name. (If the folder does not yet exist, it will be created.)

4 Enter a ﬁle path or folder name in the Site Root Directory ﬁeld or click Select

(Mac OS) or Browse (Windows) and navigate to the folder you want. When you export the Web document as HTML, this is where the exported ﬁles and images (see Step 3) will be placed.

5 Click OK.

OPENING DOCUMENTS

QuarkXPress lets you open any combination of 25 documents, templates, or libraries at one time. You can open documents, libraries, and templates created in QuarkXPress version 3.1 or later.

To open a ﬁle:

1 Choose File & Open (C+O on Mac OS, Ctrl+O on Windows).

Use the Open dialog box (File menu) to locate and open QuarkXPress documents.

2 Use the controls in the dialog box to locate the document you want to open;

then select the document in the list.

Chapter 3: Document Basics

Opening Documents

3 Mac OS only: Check Preview to display a thumbnail (reduced representation)

of the ﬁrst page of the selected document.

4 Click Open.

å When you open a document from a previous version of QuarkXPress, the

program uses the text ﬂow from the older version to prevent text reﬂow. You can update text flow to the current version by pressing Option (Mac OS) or Alt (Windows) when you click

Open in the Open dialog box. This way, you

can update the document to take advantage of improvements in text ﬂow in later versions of QuarkXPress. You cannot update text ﬂow by double-clicking a document icon to open it. (Updating text ﬂow may cause reﬂow and change your design or layout.)

∫ If the Missing Fonts alert displays when you open a document, you can click

Continue and QuarkXPress will automatically replace the fonts with a system

font. You can also click

List Fonts to display a list of the missing fonts, and

have the opportunity to permanently replace them.

If the

Nonmatching Preferences dialog box displays when you open a

document, click documents. Click

Keep Document Settings to use the settings saved with the

Use XPress Preferences to update the document so that

it uses the “XPress Preferences” file on your computer; there is a chance of reﬂow with the new settings. For information about working with preferences, see “Understanding Nonmatching Preferences” in Chapter 1, “Customizing QuarkXPress.”

SAVING DOCUMENTS

The Save command records changes to your documents each time you choose File Save (C+S on Mac OS, Ctrl+S on Windows). When you choose Revert to Saved

(File menu), QuarkXPress discards the changes made since the last time you saved. The

Save as command lets you name and save a new document or create a copy of

an existing document.

To use the

Save as feature:

1 Choose File & Save as (C+Option+S on Mac OS, Ctrl+Alt+S on Windows).

Chapter 3: Document Basics

Saving Documents

Use the Save as dialog box to save new documents and to save active documents under a new name without replacing the original document ﬁle.

2 Use the controls in the dialog box to specify a location for the new

document file.

3 On Mac OS, enter a name for the document in the Save current document as

ﬁeld. On Windows, enter a name for the document in the File name ﬁeld.

On Mac OS, use the Save current document as ﬁeld to enter a name for the new document ﬁle. On Windows, use the File name ﬁeld to enter a name for the new document ﬁle.

Chapter 3: Document Basics

Saving Documents

4 On Mac OS, choose Document P(if you are working in a print document)

Web Document W(if you are working in a Web document) from the Type

pop-up menu. On Windows, choose Documents (*.qxd) P(if you are working in a print document) or Web document) from the

Web Document (*.qwd) W(if you are working in a

Save as type pop-up menu.

5 Choose a QuarkXPress ﬁle format version from the Version pop-up menu. 6 Mac OS only: Check Include Preview to create a thumbnail preview of the

document for display in the

Open dialog box.

7 Click Save.

∫ QuarkXPress can open documents saved in version 3.1 or later. Earlier versions

of QuarkXPress are unable to open documents saved in the current version of QuarkXPress. Items based on features exclusive to the current version will be stripped from documents saved in older formats.

å If you are planning to create other documents with the same speciﬁcations

(master pages, style sheets, etc.) as the current document, you might want to save a stripped down version of the document as a template. To create templates, see “Saving Documents as Templates” later in this chapter.

If you make changes to your document but then decide you don’t want to keep them, choosing

File & Revert to Saved will open the last saved version

of the document.

SAVING DOCUMENTS AUTOMATICALLY

The Auto Save feature protects your work from power and system failures. When the Auto Save feature is on, QuarkXPress automatically records changes made to all

documents and saves them to your document folder. Automatic saves are performed at speciﬁc intervals (during idle time if possible). QuarkXPress does not overwrite the original ﬁles until you choose

USING THE AUTO SAVE FEATURE

File&Save.

1 Choose Edit & Preferences & Preferences and click Save in the list on the

left to display the

Save pane.

Chapter 3: Document Basics

Saving Documents Automatically

2 Check Auto Save.

Use the Auto Save feature to protect your work from power and system failures.

3 Enter an interval in the minutes field. Click OK. Automatic saves will be

performed (during idle time, if possible) at the specified interval.

∫ The Auto Save feature only works with saved documents. If you have an

unnamed document that was never saved, it is not backed up by

Auto Save.

å The Revert to Saved command (File menu) reverts to the last manually saved

version of a document regardless of your

Auto Save setting. If you want to

revert to the last auto-saved version of a document, press Option (Mac OS) or Alt (Windows) while you choose File & Revert to Saved.

RECOVERING AN AUTO-SAVED DOCUMENT

To recover an auto-saved document after a system or power failure, choose File & Open and locate the document. Two ﬁles will display in the dialog box. On Mac OS, the original document will be saved and the auto-saved version will be saved with “Auto Save” appended to the ﬁle name. On Windows, the original document will be saved with the “.qxd” or “.qwd” extension and the auto-saved version will be saved with the “.asv” extension.

Chapter 3: Document Basics

Saving Documents Automatically

Open the original document; it will be combined with the auto-saved version as it is opened. When you open the document, an alert will display. Click

to continue.

The Auto Save alert lets you know that you are opening an auto-saved version of a document.

The auto-saved document retains changes made until the most recent automatic save occurred. Depending on your auto-save interval, you may have lost a few minutes of work. At this point, you can save the document with its auto-saved changes ( the last manually saved version of the document (

File & Save), or you can reject the auto-saved changes and return to

File & Revert to Saved).

å It is a good idea to use either the Auto Save or Auto Backup feature. However,

you should not use both features together, as this may cause a significant increase in the amount of time it takes to save the document.

SAVING REVISIONS OF DOCUMENTS

The Auto Backup feature lets you save up to 100 revisions of a QuarkXPress document. When

Auto Backup is on, choosing File&Save sends the previous version

of the active document to a folder that you specify (or the default document folder). A number between 1 and 100 is added to the name of the original ﬁle for each new backup; the most recent backup has the highest number. When the number of backup ﬁles exceeds the number of revisions you specify, the oldest revision is deleted. Revisions may be retrieved from the speciﬁed folder or the default document folder.

USING AUTO BACKUP

1 Choose Edit & Preferences & Preferences and click Save in the list on the

left to display the

Save pane.

Chapter 3: Document Basics

Saving Revisions of Documents

2 Check Auto Backup.

Use the Auto Backup feature to save up to 100 revisions of a document.

3 In the Keep revisions field, enter the number of document revisions you

want to retain.

4 In the Destination area, click the Document Folder button to save revisions in

the folder that contains the original ﬁle. To choose a different folder on Mac OS, click the

Other Folder button, then click Select to display the Backup Folder dialog box. To choose a different folder on Windows, click the Other Folder button; then click Browse to display the Browse for Folder dialog box.

5 Use the controls in the dialog box to select a folder in which to store revisions.

Click the

New button to create and name a new destination folder.

6 Click Select (Mac OS) or OK (Windows) to designate the selected or new folder

as the backup folder and return to the

Preferences dialog box; then click OK.

å Revisions created by using the Auto Backup feature have a revision number

appended to the document name. Because revisions are stored by default in the same folder as the document, and the auto backup ﬁles have similar names, locating the original document can be confusing. To prevent this confusion, you can choose a different folder to save revisions to when you enable the Auto Backup feature.

Chapter 3: Document Basics

Saving Revisions of Documents

∫ Each backup revision of a document you keep is a full copy of the document

in a speciﬁc state. Specifying a large number of revisions may consume hard disk space rapidly.

RECOVERING AN AUTO BACKUP DOCUMENT

To recover an auto backup document, choose File & Open to locate and open the ﬁle in the revisions folder. To avoid confusing the recovered ﬁle with the original ﬁle, rename the recovered ﬁle as soon as you open it.

SAVING DOCUMENTS AS TEMPLATES

A template is a preformatted document that is protected from overwriting. You can create templates for any publications that will use the same format repeatedly. Templates usually include style sheets, colors, hyphenation and justiﬁcation speciﬁcations, master pages, and any other items that will be used in all documents based on that template.

SAVING A DOCUMENT AS A TEMPLATE

You can save any open document as a template using the Save as command (

File menu).

1 Choose File & Save as (C+Option+S on Mac OS, Ctrl+Alt+S on Windows).

Use the Save as dialog box to save a document as a template

2 Enter a name for the template in the Save current document as ﬁeld (Mac OS)

File name ﬁeld (Windows).

3 On Mac OS, choose Templates P(if you are working in a print document)

Web Template W(if you are working in a Web document) from the

Chapter 3: Document Basics

Saving Documents as Templates

Type pop-up menu. The Include Preview check box will be checked automatically. On Windows, choose print document) or document) from the

Web Template (*.qwt) W(if you are working in a Web

Save as type pop-up menu. Then click Save.

Templates (*.qxt) P(if you are working in a

å To create a document based on a template, choose File & Open and choose the

template. Then save your ﬁle as a document.

Mac OS only: When you are saving a template in Mac OS, Include Preview is checked by default so you can identify the template visually.

MODIFYING TEMPLATES

You can modify a template by saving it again with the Save as command (

File menu).

1 Open an existing template. 2 Choose File & Save as (C+Option+S on Mac OS, Ctrl+Alt+S on Windows). 3 On Mac OS, choose Template Por Web Template Wfrom the Type pop-up

menu. On Windows, choose

Templates (*.qxt) Por Web Templates (*.qwt) W

from the Save as type pop-up menu.

4 Enter the same name as the existing template in the Save current document as

ﬁeld (Mac OS) or File name ﬁeld (Windows).

5 Choose the same location in which to save the template. 6 Click Save. An alert displays; click Replace (Mac OS) or Yes (Windows) to

confirm that you want to replace the existing file.

Save changes to templates by saving the changed template with the same name as the previous document, and click Replace (Mac OS) or Yes (Windows) to replace the ﬁle.

å When you open a template, QuarkXPress always creates a new copy of the docu-

ment. The default name is “Document” with a number appended to it according to the number of new documents you have opened (for example, “Document 1” or “WebDocument1” on Mac OS or “Document1.qxd” or “Document1.qwd” on Windows). You do not have to worry about overwriting the original template. Even if you open a template over a network, a new copy is temporarily saved to your hard drive.

Chapter 3: Document Basics

Creating Boxes

Chapter 4: Box Basics

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

pictures — you need boxes. Boxes are items that can contain text or pictures; they can

even be created to contain no content at all. Box boundaries give text and pictures a

speciﬁc shape, size, and placement on a page. Boxes are also vital in Web documents;

by using box tools to create Web documents, QuarkXPress frees you from the tedium of

manually writing HTML.

Once a box is on a page, QuarkXPress allows you to perform a variety of manipu-

lations, from simple operations such as resizing and rotating boxes to advanced

operations using the Bézier tools and the

array of choices lets you create boxes for the perfect layout.

CREATING BOXES

QuarkXPress uses three different types of boxes: text boxes, picture boxes, and contentless boxes (boxes with a content of text boxes, and import or paste pictures into active picture boxes. Either type of box can contain color, shades, blends, and frames.

Create boxes using the box tools, including the pop-out tools, in the Tools palette.

Merge and Split features. This wide

None). You can enter and import text into active

Chapter 4: Box Basics

Creating Boxes

CREATING BOXES

Select a box tool from the Tools palette and move the Crosshair pointer c to any position on the page. Then click and drag, or click and create points, to draw the box. You create boxes using the following tools:

• The Rectangle Box tools

• The Rounded-corner Box tools

• The Concave-corner Box tools

• The Beveled-corner Box tools

• The Oval Box tools

Use the pop-out box tools to create rectangle, rounded-corner, concave-corner, beveledcorner, and oval boxes.

Tpcreate rectangular and square boxes

Åxcreate boxes with rounded-corners

ıåcreate boxes with concave-corners

Ç∫create boxes with beveled-corners

ÎOcreate oval and circular boxes

• The Bézier Box tools ´∂create boxes with both curved and straight

line segments

• The Freehand Box tools Ôƒcreate freehand boxes with curved line segments

Use the Bézier and freehand box tools to create shapes like these.

å To constrain rectangular, rounded-corner, concave-corner, and beveled-corner

boxes to shapes with equal lengths on all sides, select the appropriate box tool and press Shift while you drag.

To constrain an oval box to a circle, select either of the oval box tools

ÎO and

press Shift while you drag.

After you have selected a box tool and drawn a box, QuarkXPress automatically selects either the

Item tool e or the Content tool E. If you want to create

multiple boxes using the same tool, press Option (Mac OS) or Alt (Windows) when selecting a box tool to keep it selected.

Chapter 4: Box Basics

Creating Boxes

CREATING BÉZIER BOXES

The Bézier box tools, which are available for either text ´ or picture ∂ boxes, let you draw multisided Bézier boxes that can have both straight and curved line segments. The freehand box tools

Ôƒlet you use the mouse to draw shapes.

The design potential is limitless.

Create unusual boxes with both straight and curved line segments using a Bézier box tool (left). Use a freehand box tool to create boxes that have a ﬂuid, drawing-pad look (right).

The Bézier Box tools ´∂create boxes with both curved and straight line segments. To draw a Bézier box:

1 Select one of the Bézier box tools from the Tools palette. Move the Crosshair

pointer

c to any position on the page and click to establish the ﬁrst point.

Click to establish the ﬁrst point of a Bézier box.

2 To make a straight line segment, click wherever you want the next point

positioned. Do not click and drag the mouse.

Create a straight line segment by clicking once to establish the ﬁrst point; then click at another position to establish the second point.

3 To make a curved line segment, click and drag wherever you want the next

point positioned. A point with two curve handles will display. You can control the curve’s size and shape by dragging a curve handle.

Create a curved line segment by clicking, or clicking and dragging to establish the ﬁrst point; then click and drag at another position to establish the next point, and a curved line segment.

Chapter 4: Box Basics

Creating Boxes

4 Continue creating points by clicking, or clicking and dragging. 5 Close the box using one of three methods: You can double-click any time after

creating the second point; move the Crosshair pointer point to display the Close Box pointer

V and click; or select another tool in the

c on top of the ﬁrst

Tools palette.

å A point connects line segments and deﬁnes where line segments start and end.

Points attached to curved line segments have curve handles that you can use to reshape the curves.

Curve handles extend from either side of a point and control a curve’s shape.

Close a Bézier box by positioning the Crosshair pointer c on top of the ﬁrst point. Click when the Close Box pointer V displays.

∫ To constrain a point (in relation to the previously created point) to 45° angles,

press Shift while clicking. To constrain a curve handle to 45° angles, press Shift anytime while dragging the curve handle.

The freehand box tools

Ôƒcreate freehand boxes with curved line segments.

To draw a freehand box:

Select one of the freehand box tools from the pointer

c to any position on the page; then click and drag in a continuous

Tools palette. Move the Crosshair

motion until you have drawn a freehand shape. Either close the shape manually by connecting the Bézier line to its starting point, or release the mouse button and QuarkXPress will automatically close the shape.

Chapter 4: Box Basics

Create a freehand box by clicking and dragging in a continuous motion. This box, shown during creation (left), after completion (center), and with an imported picture (right), was created with the freehand picture box tool ƒ.

RESIZING BOXES

You can resize any box by modifying the size of its bounding box. A bounding box is a nonprinting, rectangular box that encloses every box. The resizing handles demarcate the bounding box; you can see it most clearly when for a nonrectangular box shape. You can use the Resizing pointer boxes, or you can enter precise values in the width and height ﬁelds of either the Modify dialog box (Item menu) or the Measurements palette. You can resize active boxes using any of the three following methods:

Creating Boxes

Item & Edit & Shape is unchecked

to manually resize

• The Tools palette: Select the Item tool e or the Content tool E and

move the Arrow pointer the Resizing pointer

a over a selected box’s resizing handle to display

f; click and drag the handle to a new location to

reduce or enlarge the box.

Resize a circular picture box by enlarging its bounding box.

å Bounding boxes have eight resizing handles.

To scale box contents as you resize, press C (Mac OS) or Ctrl (Windows) while dragging a resizing handle. The contents will also stretch, condense, enlarge, or shrink, depending on how you resize the box.

To resize boxes proportionally, press Option+Shift (Mac OS) or Shift (Windows) while dragging a resizing handle. Press

C+Option+Shift (Mac OS) or

Ctrl+Alt+Shift (Windows) to resize a box and scale the contents proportionally.

Chapter 4: Box Basics

Resizing Boxes

• The Item menu: Choose Item & Modify (C+M on Mac OS, Ctrl+M on

Windows); then click the

Box tab. Enter values in the Width and Height

fields to precisely change the size of a box; then click OK.

Using the Width and Height ﬁelds in the Box tab of the Modify dialog box (Item menu), you can enter numerical values to precisely resize a box.

• The Measurements palette: Enter values in the W and H ﬁelds to change the

width and height, then press Return (Mac OS) or Enter (Windows).

Resize a box using the Measurements palette by entering width and height values in the W and H fields.

å When the Item tool e is selected, double-click a box to quickly display the

Modify dialog box.

You can quickly display the Measurements palette by pressing C+Option+M (Mac OS) or Ctrl+Alt+M (Windows), or by pressing F9.

RESHAPING BOXES

You can reshape any box by using the shape options in the Shape submenu (Item menu). You can reshape any rectangular, rounded-corner, concave-corner, or beveledcorner box by manipulating the corner radius. You can also reshape Bézier boxes by repositioning points, curve handles, and line segments. QuarkXPress points, curve handles, and line segments are described in detail later in this section.

RESHAPING BOXES USING THE SHAPE SUBMENU

The Shape submenu (Item menu) contains six box shapes and three line shapes that you can apply to boxes. To change the shape of a selected box, choose

Item & Shape to display the submenu; then choose a shape from

the submenu. The selected box is reshaped automatically.

Chapter 4: Box Basics

Reshaping Boxes

Change the shape of an active box by choosing from options in the Shape submenu (Item menu).

å If you convert a text box containing text into a line, it will become a text

path. If you convert a picture box containing a picture into a line, you will lose the contents.

RESHAPING BOXES USING THE CORNER RADIUS FIELD

The Corner Radius ﬁeld lets you specify the roundness of corners on any rectangular, rounded-corner, concave-corner, or beveled-corner box. You can alter the corner radius of a selected box using:

• The

Item menu: Choose Item & Modify (C+M on Mac OS, Ctrl+M on

Windows); then click the

Box tab. Enter a value in the Corner Radius ﬁeld

to specify the radius of the arcs that form the corners of a box.

Manipulate boxes using the Corner Radius ﬁeld (Item & Modify & Box tab). The left text box has a Corner Radius of 0", the center text box has a Corner Radius of .25", and the right text box has a Corner Radius of 2".

Chapter 4: Box Basics

Reshaping Boxes

• The Measurements palette: (picture boxes only) To specify a corner radius

for a picture box, enter a value in the

= field, then press Return (Mac OS)

or Enter (Windows).

Specify the roundness of a corner for any rectangular, rounded-corner, concave-corner, or beveled-corner picture box using the = ﬁeld in the Measurements palette

∫ You cannot specify a corner radius for oval, freehand, or Bézier boxes.

In a Web document, you cannot edit the corner radius for a text box unless you check

Convert to Graphic on Export in the Modify dialog box (Item &

Modify & Box tab). W

RESHAPING BÉZIER BOXES

QuarkXPress lets you reshape Bézier boxes by manipulating points, curve handles, and line segments. The deﬁnitions on this page introduce key Bézier concepts, and are followed by instructions on reshaping.

DEFINITIONS

Point. A point connects line segments and deﬁnes where line segments start and end. Points connecting curved line segments have curve handles that control the shape of the curves. QuarkXPress offers three types of points: corner, smooth, and symmetrical.

Corner point. A corner point connects two straight lines, a straight line and a curved line, or two noncontinuous curved lines. With curved lines, the corner point’s curve handles can be manipulated independently, usually to form a sharp transition between the two segments.

Corner points

Smooth point: A smooth point connects two curved lines to form a continuous curve. The curve handles always rest on a straight line through the point, but they can be distanced independently.

Smooth point

Chapter 4: Box Basics

Reshaping Boxes

Symmetrical point: A symmetrical point connects two curved lines to form a continuous curve. The result is similar to a smooth point, but the curve handles always rest on a straight line through the point and are always equidistant from the point.

Symmetrical point

Curve handles: Curve handles extend from either side of a point and control a curve’s shape.

Curve handles

Line segments: Line segments are straight or curved line sections positioned between two points.

Line segments

When Shape (Item & Edit) is checked and the Arrow pointer a is positioned over an active Bézier box, various pointers display indicating whether you can select a point

˝, the curve handles ÏÓ, or a line segment ˆ. Click and drag

using the pointers to reshape the Bézier box.

You can also manipulate Bézier boxes using the pointers together with options in the

Item menu and Measurements palette, by using keyboard commands

and modiﬁer keys, or by adding and deleting points.

Reshape Bézier boxes by manipulating points, curve handles, and line segments. This Bézier box, created with the Bézier Picture Box tool ∂, displays a point between its two curve handles. The curve handles are visible only when a point is active.

Chapter 4: Box Basics

Reshaping Boxes

∫ A bounding box may display immediately after you draw a Bézier box, depend-

ing on whether the

Shape option is checked. Checking Shape (Item & Edit &

Shape) gives you access to the points, curve handles, and line segments within

the bounding box. If

Shape is unchecked, you can quickly access a Bézier box’s

shape by pressing Shift+F4 (Mac OS) or F10 (Windows).

• Reshaping Bézier boxes with pointers:

The Point pointer ˝ lets you manipulate corner, smooth, and symmetrical points. To reposition a point, click and drag.

ÏÓ

The Curve Handle pointers ÏÓlet you manipulate both curve handles. Click a point when the Point pointer ˝ displays. If the point has accessible curve handles, the curve handles will display. To manipulate the shape of a curve, click and drag a curve handle.

The Line Segment pointer ˆ lets you manipulate both straight and curved line segments. To manipulate the shape and position of a line segment, click and drag.

Use a Curve Handle pointer

Ó to reshape a curve.

å To make a sharp corner from a round curve, select a point on the curve and

Option+click (Mac OS) or Alt+click (Windows) one of the curve handles. To access the retracted curve handle, move the Arrow pointer

a over the point.

When a Curve Handle pointer displays, click and drag the curve handle so that it is again visible.

Option+click (Mac OS) or Alt+click (Windows) a smooth curve handle to retract the handle and create a corner.

å You can reshape a Bézier box while you are drawing it by pressing C (Mac OS)

or Ctrl (Windows) while repositioning the points, curve handles, or line segments; and then resume box creation.

Chapter 4: Box Basics

Reshaping Boxes

• Reshaping Bézier boxes with the Item menu:

Points: Select a point; choose Item &Point/Segment Type to display the sub- menu; then check either

Corner Point, Smooth Point, or Symmetrical Point,

depending on how you want to manipulate the active point. Line segments: Select a line segment; choose Item & Point/Segment Type to

display the submenu; then check either

Straight Segment or Curved Segment

to make the line segment straight or curved.

Use the Point/Segment Type submenu (Item menu) to choose either a Corner Point, Smooth Point, or Symmetrical Point.

Use the Point/Segment Type submenu (Item menu) to convert a straight line segment into a curved line segment (as shown), or vice versa.

∫ Changing a straight line segment to a curved line segment will make the curve

handles accessible.

Chapter 4: Box Basics

Reshaping Boxes

å The type of point or line segment will automatically determine the type of curve

handles available for manipulation. You cannot directly manipulate the curve handles through the

Item menu, but you can indirectly affect them depending

on the type of point and line segment that you choose. For example, if you initially created two corner points (and thus a straight line segment), you cannot access curve handles. However, if you select the line segment and choose Curved Segment from the Point/Segment Type submenu (Item menu), or click the curved line segment

∑ in the Measurements palette, the act of

converting the line segment will make the curve handles accessible.

• Reshaping Bézier boxes with the

Measurements palette:

Points: Select a point with the Point pointer ˝; then click either †, ¥, or ® to convert the point to a symmetrical, smooth, or corner point. Enter values in the

XP and YP ﬁelds to reposition an active point.

Curve handles: Select a point with the Point pointer ˝; if the point displays curve handles, enter values in the

r fields to reposition the angle of either

curve handle, or enter values in the and fields to resize either curve handle (enter zero to retract the curve handle).

Line segments: Select a line segment with the Line Segment pointer ˆ; then click either

œ or ∑ to convert the line segment to a straight or curved line segment.

Use the Measurements palette to convert point and line segment types.

• Reshaping Bézier boxes with keyboard commands:

CHANGE IN POINT MAC OS WINDOWS OR LINE SEGMENT COMMAND COMMAND

Corner point Option+F1 Ctrl+F1 Smooth point Option+F2 Ctrl+F2 Symmetrical point Option+F3 Ctrl+F3 Straight line segment Option+ Ctrl+

Shift+F1 Shift+F1

Curved line segment Option+ Ctrl+

Shift+F2 Shift+F2

Chapter 4: Box Basics

Reshaping Boxes

• Reshaping Bézier boxes with modiﬁer keys:

CHANGE IN POINT MAC OS WINDOWS OR CURVE HANDLES COMMAND COMMAND

Add point Option+click Alt+click

line segment line segment

Delete point Option+ Alt+

click point click point

Smooth to corner Control+drag Ctrl+Shift+ point (vice versa) curve handle drag curve handle

Snap point to 45° guides Shift+ Shift+

drag point drag point

Snap curve handles Shift+drag Shift+drag to 45° guides curve handle curve handle

Retract one curve handle Option+click Alt+click

curve handle curve handle

Retract curve handles Control+Shift+ Ctrl+Shift+

click point click point

Expose curve handles Control+ Shift+ Ctrl+Shift+

drag point drag point

å To edit points on a selected box, first use the Shape submenu (Item &

Shape &®) to convert the box to a Bézier box. The box will retain its original

shape, but it will be converted into an editable Bézier box. If you select a Bézier box with an irregular shape and choose another shape from the

Shape sub-

menu, the new box or line will approximate the size of the Bézier shape’s bounding box.

When Bézier items are selected, their editing lines, points, and curve handles display in the color speciﬁed for

Margin Guides. To change the color, choose

Edit & Preferences & Preferences and click the Display item in the list on

the left. Click the

Margin color box to access the color wheel and change the

color. The color change will affect the margin guides and Bézier editing paths for all documents.

Chapter 4: Box Basics

ADDING AND DELETING POINTS

To add a point, move the pointer over a line segment. When the Line Segment pointer

ˆ displays, Option+click (Mac OS) or Alt+click (Windows) to create

a new point. To delete a point, move the pointer over the point you want to delete. When the Point pointer (Windows) to delete the point.

Add and delete points to alter picture boxes, like the ones shown above. The car on the left is the original. Several points were deleted and repositioned to make the car into a pickup truck (center). Several points were added and repositioned to make the car into a covered truck (right).

MOVING BOXES

You can move boxes within the same page, across page boundaries, or onto the pasteboard. You can also drag boxes to other open QuarkXPress documents or libraries. It’s advisable to move small boxes with will not be accidentally altered. You can use the position coordinates as you move boxes.

Reshaping Boxes

˝ displays, Option+click (Mac OS) or Alt+click

Item&Edit&Shape unchecked so their shape

Measurements palette to view box

MOVING BOXES

You can move selected boxes by dragging them with the Item tool e, or you can enter precise values in the

Modify dialog box (Item &Modify & Box tab) or the

Measurements palette. You can move active boxes using:

• The Tools palette: With the Item tool e selected, drag a box to a new location.

Move boxes using the Item tool e.

Chapter 4: Box Basics

Moving Boxes

å Select a box with the Item tool e and press the mouse button until the resize

handles disappear; 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 appear normally (opaque), and any runaround changes caused by repositioning the item will display immediately.

To rotate a box, use the

Rotation tool R, the item rotation field r in the

Measurements palette, or the Angle field in the Modify dialog box (Item

menu). To skew a box, enter a value in the Skew field of the Modify dialog box (

Item menu). For information about rotating and skewing items, see

“Rotating and Skewing Items” in Chapter 6, “Manipulating Items.”

Item menu: Choose Item & Modify (C+M on Mac OS, Ctrl+M on

• The Windows); then click the the

Origin Across ﬁeld. To move a box vertically, enter a value in the Origin

Down

ﬁeld. Click OK.

Enter values in the Origin Across and Origin Down fields (Item & Modify & Box tab) to move a box.

Box tab. To move a box horizontally, enter a value in

å The Origin Across value is the position of the upper left corner of the bounding

box relative to the zero point on the horizontal ruler. The

Origin Down value

is the position of the upper left corner of the bounding box relative to the zero point on the vertical ruler.

Chapter 4: Box Basics

Moving Boxes

• The Measurements palette: To move a box horizontally, enter a value in the X ﬁeld. To move a box vertically, enter a value in the Y ﬁeld, and press Return

(Mac OS) or Enter (Windows).

Move boxes by entering values in the X and Y coordinate ﬁelds of the Measurements palette.

ç KEYBOARD COMMANDS

AUTOMATIC MAC OS WINDOWS MOVING FEATURES COMMAND COMMAND

Nudge boxes in arrow keys arrow keys 1-point increments

Nudge boxes in Option+ Alt+ .1-point increments

P arrow keys arrow keys

Nudge boxes in arrow keys arrow keys 1-pixel increments

å If the Content tool E is selected when using the arrow keys, the box contents

will move (instead of the box).

To move a box to another open QuarkXPress document, either select the box with the

Item tool e and drag it into another document, or copy and paste it.

You can snap a Bézier box to a guide according to a particular point you drag, without reshaping the item. First, double-click a point to activate all the points (and curve handles) on the Bézier box; then drag any point to the guide. (If the box contains multiple, untouching shapes, triple-click to select all the points.)

FRAMING BOXES

QuarkXPress frames are decorative borders that can be placed around text or picture boxes of any shape. Choose from predeﬁned styles, or create new mathematically deﬁned frames using the

FRAMING BOXES

You can apply a frame to a selected box using the Frame tab (Item menu). To apply a frame to a selected box:

1 Choose Item & Frame (C+B on Mac OS, Ctrl+B on Windows).

Edit&Dashes & Stripes feature.

Chapter 4: Box Basics

Framing Boxes

Choose Item & Frame; or choose Item &Modify (C+M on Mac OS, Ctrl+M on Windows), then click the Frame tab.

2 Enter a value in the Width ﬁeld or choose a width from the pop-up menu. 3 Choose a frame style from the Style pop-up menu. 4 In the Frame area, choose a color from the Color pop-up menu; choose a shade

from the

Shade pop-up menu.

5 If you have chosen a frame style with multiple stripes or dashes, you can choose

Gap color from the Color pop-up menu; choose a Gap shade from the Shade

pop-up menu, then click OK.

Selecting a color and shade from the Gap area (Item & Frame) will color and shade the space between a frame’s multiple stripes or dashes.

Chapter 4: Box Basics

Framing Boxes

∫ For HTML text boxes, only the Solid and the Solid 3-D frames are available.

However, all frames are available for a raster box. To convert an HTML text box to a raster box, choose

on Export.

Item & Modify and check Convert to Graphic

å The Style list (Item & Frame) displays frames provided with QuarkXPress as

well as frames created using the

Dashes & Stripes dialog box (Edit menu).

To color a frame using the Colors palette, choose View & Show Colors, or press F12. Click the frame icon

J and choose one of the listed colors. To shade

a frame, click the pop-up menu next to the shade ﬁeld and choose a percentage from the list, or enter a new value in the shade ﬁeld.

CREATING CUSTOM FRAME STYLES

You can create custom frame styles and apply them to text and picture boxes of any shape. When you create a frame style with a document open, it is added to the document’s style list. When you create a frame style when no documents are open, it is added to the application’s style list. You can access and apply your frame style through the

Frame tab (Item menu). You can create two types of

styles: dashes (dotted or broken-line patterns) and stripes (lined patterns).

å Any dash or stripe pattern you create can be applied to lines.

You can edit any dash or stripe style in the Dashes & Stripes dialog box (Edit menu) by selecting it in the list and choosing Edit. The Edit dialog box is the same dialog box that you see when you create a custom dash or stripe.

CREATING CUSTOM DASHED FRAME STYLES

1 Choose Edit & Dashes & Stripes. 2 Click the New button to display the pop-up menu, then choose Dash.

Chapter 4: Box Basics

Framing Boxes

Choose Edit & Dashes & Stripes to access the New pop-up menu. Choose Dash to create a dash pattern.

3 Enter a dash name in the Name ﬁeld.

Name a new dash by entering a name in the Name field (Edit & Dashes & Stripes & New & Dash).

Chapter 4: Box Basics

Framing Boxes

4 Click anywhere in the ruler area. Every time you click, an arrow 3 is created. The

arrow indicates where a dash will start or stop. If you create several arrows, and space them apart at different distances, you will create a dashed style that has dashes of varying sizes. To make a dash longer or shorter, drag an arrow. To delete a dash, drag its arrows off the ruler, or drag the dash segment up or down.

Click and place arrows to create dashes. Five arrows were placed to create this custom dash style (Edit & Dashes & Stripes &New & Dash).

5 View the Preview area to see what your custom dash will look like. Drag the

slider to see the dash at different widths.

Drag the slider in the Preview area to view the pattern at different sizes (Edit & Dashes & Stripes & New & Dash).

Chapter 4: Box Basics

Framing Boxes

6 Use the Dash Attributes area to:

• Determine whether the dash pattern is proportional to the width of the frame, or whether it is absolute (not dependent on the width of the frame). Enter a number in the

Repeats Every ﬁeld when times width is chosen in the pop-up menu to

create a proportional dash pattern. Enter a number in the when

Points is chosen in the pop-up menu to create an absolute dash pattern

Repeats Every ﬁeld

that uses points as the measuring system.

å You can choose between a proportional and absolute dash pattern using the

Repeats Every pop-up menu menu (Edit & Dashes & Stripes & New & Dash). Proportional segments ( frame, while absolute segments (

times width) change depending on the width of the

Points) remain the same width regardless of the

width of the frame.

Notice the difference between proportional (top) and absolute (bottom) in the Preview area (Edit & Dashes & Stripes & New & Dash). Use the slider in the Preview area to see the difference between the proportional and absolute patterns.

Chapter 4: Box Basics

Framing Boxes

• Choose an option from the Miter pop-up menu to indicate the corner type. You can choose

Choose Sharp, Rounded, or Beveled in the Miter pop-up menu (left) (Edit & Dashes & Stripes & New & Dash) to determine the corner type.

Sharp, Rounded, or Beveled.

• Choose an option from the Endcap pop-up menu to determine dash shape. You can choose from

Square, Projecting Round, Projecting Square, or Round.

To apply a ﬂush, rectangular end to your dash, choose Square from the Endcap pop-up menu (Edit & Dashes & Stripes & New & Dash).

To apply an extended, rounded end to your dash, choose pop-up menu (Edit & Dashes & Stripes & New & Dash).

Chapter 4: Box Basics

Projecting Round from the Endcap

Framing Boxes

To apply an extended, rectangular end to your dash, choose Projecting Square from the Endcap pop-up menu (Edit & Dashes & Stripes & New & Dash).

To apply a ﬂush, rounded end to your dash, choose (Edit & Dashes & Stripes & New & Dash).

Round from the Endcap pop-up menu

• Check Stretch to Corners to make the dash pattern stretch evenly along a frame so that the corner areas look symmetrical.

When Stretch to Corners is unchecked, the dash pattern is uneven at the corner areas (left). Checking Stretch to Corners (Edit & Dashes & Stripes & New & Dash) makes the dash pattern align evenly at all corner areas (right).

Chapter 4: Box Basics

Framing Boxes

7 Enter a value in the Position ﬁeld to precisely position a new arrow. You can

also view the

Position ﬁeld for feedback in arrow placement. Click Add to add

an arrow.

8 Click OK to close the Edit Dash dialog box; then click Save to save your

custom dash.

9 Apply your new dash by using the Style pop-up menu in the Frame tab of the

Modify dialog box (Item & Frame).

Apply custom dashes using the Style pop-up menu in the Modify dialog box (Item & Frame).

å When you choose an option from the Miter pop-up menu, and then apply the

dash or stripe pattern to a line, the mitering will affect corner areas on multiplesegment lines. If you apply the dash or stripe pattern to a only affect the inside edges of the frame on a Bézier box. Otherwise, the

frame, the mitering will

Miter

setting has no effect on frames.

CREATING CUSTOM STRIPED FRAME STYLES

1 Choose Edit & Dashes & Stripes. 2 Click the New button to display the pop-up menu; then choose Stripe.

Chapter 4: Box Basics

Framing Boxes

Choose Edit & Dashes & Stripes to access the New pop-up menu. Choose Stripe to create a pattern with a continuous stripe or series of continuous stripes.

3 Enter a stripe name in the Name ﬁeld. 4 Click anywhere in the ruler area. Every time you click, an arrow 8 is created.

The arrow indicates where a stripe will start or stop. If you create several arrows, and space them apart at different distances, you will create a multistriped style that has stripes of varying sizes. To make a stripe larger or smaller, drag an arrow. To delete a stripe, drag its arrows off the ruler or drag the stripe segment to the left or right.

Click and place arrows to create stripes. Five arrows were placed to create this custom stripe

Edit & Dashes & Stripes & New & Stripe).

pattern (

Chapter 4: Box Basics

Framing Boxes

5 View the Preview area to see what your custom stripe will look like. Drag the

slider to view the stripe at different widths.

Drag the slider in the Preview area to view the pattern at different sizes.

6 Choose an option from the Miter pop-up menu to indicate the corner type.

You can choose sharp corner, rounded corner, or beveled corner.

7 Enter a value in the Position ﬁeld to precisely position a new arrow. You can

also view the

Position ﬁeld for feedback in arrow placement. Click Add to add

an arrow.

8 Click OK to close the Edit Stripe dialog box; then click Save to save your

custom stripe.

9 Apply your new stripe using the Style pop-up menu in the Frame tab of the

Modify dialog box (Item & Frame).

å To compare two dashes or stripes, choose Edit & Dashes & Stripes. Shift+click

to select two consecutive items, or

C+click (Mac OS) or Ctrl+click (Windows)

to select two nonconsecutive items. Press Option (Mac OS) or Alt (Windows) to change the

Append button to Compare. Click Compare to display a summary

of each component; the differences display in bold. You can also compare two dashes or stripes in the

Description ﬁeld of the File & Append dialog box.

∫ Rulers display differently depending on whether a dash or a stripe is being

edited. If you’ve chosen to edit a dash, the ruler displays along the top. If you’ve chosen to edit a stripe, the ruler displays along the side.

Chapter 4: Box Basics

COLORING BOXES

Once you have created a text or picture box, you can add a background color, shade, or blends. You can apply colors, shades, and blends to an active box using:

• The Item menu: Choose Item & Modify (C+M on Mac OS, Ctrl+M on Windows); then click the Choose a percentage from the

Coloring Boxes

Box tab. Choose a color from the Color pop-up menu.

Shade pop-up menu, or enter a value in the ﬁeld.

Choose an option from the Color pop-up menu (Item & Modify) to color a box.

å You can apply colors, shades, and blends to grouped or multiple-selected boxes

by selecting the boxes and choosing a color using either the

Box tab of the

Modify dialog box (Item menu) or the Colors palette (View menu).

To determine a blend pattern, choose a style other than

Solid from the Style

pop-up menu. Choose an angle from the Angle pop-up menu, or enter a value in the ﬁeld to specify the angle the at which the two colors will blend. Choose a color from the a percentage from the click

OK.

Color pop-up menu to determine the second blend color. Choose

Shade pop-up menu, or enter a value in the ﬁeld; then

Chapter 4: Box Basics

Coloring Boxes

Use the Style, Angle, Color, and Shade pop-up menus in the Blend area (Item & Modify & Box tab) to specify a blend for a box background.

Use the Style pop-up menu in the Blend area (Item & Modify & Box tab) to choose among the

Blend, and Full Circular Blend styles.

Linear Blend, Mid-Linear Blend, Rectangular Blend, Diamond Blend, Circular

∫ To export a blend in a rectangular text box in a Web document, you must check

Convert to Graphic on Export in the Modify dialog box (Item & Modify & Box tab). W

• The Colors palette: Choose View & Show Colors and click the background icon

Y. Click one of the listed colors, then choose a shade by clicking the pop-

up menu arrow next to the current shade value and choosing a percentage from the pop-up menu, or by entering a new value in the shade ﬁeld.

Chapter 4: Box Basics

Coloring Boxes

To create a blend, choose a blend style from the blend pop-up menu. Next, click the

#1 button and choose the ﬁrst color. Click the #2 button and choose

the second color. Choose a shade for each color by clicking the pop-up menu next to the current shade value and choosing a percentage from the pop-up menu, or by entering a value in the shade ﬁeld. Specify a blend angle by entering a value in the angle ﬁeld.

Click the #2 button to choose a second blend color from the Colors palette (View menu).

∫ Box backgrounds behave differently depending on the contents and the type of

background. For example, if a text box is selected with the

Content tool E,

only the ﬁrst blend color displays. However, if a picture box contains a grayscale TIFF, JPEG, or GIF, the background color will also color the picture’s background; if that picture box contains a blend, the color will blend in the box’s background, but the background of the TIFF itself will be a solid color.

å An item must be selected in the document to activate the Colors palette.

You can drag and drop colors from the Colors palette by clicking one of the color swatches in the list and dragging the color swatch over the active box. As soon as the color swatch is positioned over a box, the box will ﬁll with the new color. Drop the swatch to apply the color.

Chapter 4: Box Basics

Merging and Splitting Boxes

MERGING AND SPLITTING BOXES

Options in the Merge and Split submenus (Item menu) let you create complex Bézier boxes with many design capabilities. A box created with one of the

Merge commands

combines multiple-selected boxes into one box shape with a single set of contents. The Merge commands work with two or more boxes (or items) that overlap each other, and in some cases, with nonoverlapping boxes (or items). The

Split command either splits a

merged box into separate boxes, splits a complex box that contains paths within paths into separate boxes, or splits a box that contains a border that crosses over itself (such as a ﬁgure eight).

You can merge boxes (left) using the Union command (center) (Item & Merge & Union). You can then import a picture into the merged box (right).

∫ Two or more items — boxes, lines, or text paths — need to be selected to apply

the

Merge commands in the Item menu.

When working in a document that contains multiple layers, items must reside on the same layer before they can be merged. For information about layers, see Chapter 15, “Layers.”

MERGING BOXES

Multiple-select the boxes you want to merge with the Item tool e or the Content tool E. Choose Item & Merge to display the submenu. Choose

options from the submenu to combine the selected boxes in various ways. All these commands also apply to other multiple-selected items such as lines and text paths (but text paths may lose their content).

Chapter 4: Box Basics

Quark QuarkXPress - 5.0 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual