Quark QuarkXPress - 8.5 User Manual
A Guide to QuarkXPress 8.5:
PLUS Edition
CONTENTS
Contents
About this guide.............................................................................17
What we're assuming about you..........................................................................17
Where to go for help............................................................................................17
Conventions..........................................................................................................18
Technology note...................................................................................................18
The user interface...........................................................................20
Tools......................................................................................................................20
Web tools..............................................................................................................22
Menus...................................................................................................................23
QuarkXPress menu (Mac OS only).................................................................................23
File menu.......................................................................................................................24
Edit menu......................................................................................................................25
Style menu.....................................................................................................................27
Item menu.....................................................................................................................29
Page menu....................................................................................................................31
Layout menu..................................................................................................................31
Table menu...................................................................................................................32
View menu.....................................................................................................................32
Utilities menu.................................................................................................................33
Window menu...............................................................................................................35
Help menu ....................................................................................................................36
Context menus......................................................................................................36
Palettes.................................................................................................................36
Tools palette.................................................................................................................37
Measurements palette...................................................................................................37
Page Layout palette......................................................................................................38
Style Sheets palette.......................................................................................................39
Colors palette................................................................................................................39
Shared Content palette.................................................................................................40
Trap Information palette...............................................................................................40
Lists palette...................................................................................................................41
Profile Information palette.............................................................................................42
Glyphs palette...............................................................................................................42
Hyperlinks palette.........................................................................................................43
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Index palette.................................................................................................................44
Layers palette................................................................................................................44
Picture Effects palette...................................................................................................45
PSD Import palette........................................................................................................45
Palette groups and palette sets............................................................................46
Layout controls.....................................................................................................47
Splitting a window................................................................................................47
Creating a window................................................................................................48
Projects and layouts........................................................................49
Working with projects..........................................................................................49
Options for Print layouts................................................................................................50
Options for Web layouts...............................................................................................51
Saving and naming a QuarkXPress project...................................................................51
Exporting layouts and projects......................................................................................51
Working with layouts............................................................................................52
Project-level and layout-level resources........................................................................52
Working with guides.............................................................................................53
Column and margin guides...........................................................................................53
Ruler guides..................................................................................................................54
Snapping to guides.......................................................................................................54
Undoing and redoing actions................................................................................55
Boxes, lines, and tables...................................................................56
Understanding items and content.........................................................................56
Understanding handles.........................................................................................57
Understanding Bézier shapes...............................................................................59
Working with boxes..............................................................................................60
Creating text and picture boxes....................................................................................61
Resizing boxes...............................................................................................................62
Reshaping boxes...........................................................................................................62
Adding frames to boxes................................................................................................63
Applying colors to boxes..............................................................................................63
Applying blends to boxes.............................................................................................63
Merging and splitting boxes.........................................................................................64
Adding text and pictures to boxes................................................................................65
Changing box type........................................................................................................65
Working with lines................................................................................................65
Creating lines................................................................................................................65
Line modes for straight lines.........................................................................................66
Resizing lines.................................................................................................................66
Reshaping lines.............................................................................................................67
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Controlling line appearance..........................................................................................67
Joining lines..................................................................................................................68
Manipulating items...............................................................................................68
Selecting items..............................................................................................................68
Moving items.................................................................................................................68
Cutting, copying, and pasting items.............................................................................68
Controlling the stacking order of items.........................................................................69
Grouping items.............................................................................................................69
Duplicating items..........................................................................................................70
Spacing and aligning items ..........................................................................................70
Rotating items...............................................................................................................71
Skewing items...............................................................................................................71
Locking and unlocking items.........................................................................................71
Anchoring items and groups in text..............................................................................71
Working with tables..............................................................................................72
Drawing a table.............................................................................................................72
Converting text to tables...............................................................................................73
Importing Excel tables...................................................................................................74
Importing Excel charts...................................................................................................76
Adding text and pictures to tables................................................................................76
Editing table text ..........................................................................................................76
Linking table cells..........................................................................................................77
Formatting tables..........................................................................................................77
Formatting gridlines......................................................................................................77
Inserting and deleting rows and columns.....................................................................78
Combining cells.............................................................................................................79
Manually resizing tables, rows, and columns................................................................79
Converting tables back to text......................................................................................79
Working with tables and groups...................................................................................79
Breaking a table manually.............................................................................................80
Adding header and footer rows to tables.....................................................................81
Text and typography.......................................................................82
Editing text...........................................................................................................82
Importing and exporting text...............................................................................82
Import/export filters......................................................................................................83
Importing and exporting text with Unicode options.....................................................84
Finding and changing text....................................................................................84
Checking spelling..................................................................................................85
Auxiliary dictionaries.....................................................................................................87
Applying character attributes...............................................................................87
Applying a font..............................................................................................................87
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Choosing a font size......................................................................................................87
Applying type styles......................................................................................................88
Applying color, shade, and opacity...............................................................................89
Applying horizontal or vertical scale.............................................................................89
Applying baseline shift..................................................................................................90
Applying emphasis........................................................................................................90
Controlling half-width characters .................................................................................90
Counting characters......................................................................................................90
Working with font sets...................................................................................................90
Working with grouped characters.................................................................................91
Aligning characters on a line.........................................................................................92
Applying multiple character attributes..........................................................................94
Applying paragraph attributes.............................................................................95
Controlling alignment...................................................................................................95
Controlling indentation.................................................................................................96
Controlling leading........................................................................................................97
Controlling space before and after paragraphs............................................................98
Setting tabs...................................................................................................................98
Controlling widow and orphan lines.............................................................................98
Working with non-breaking character sets....................................................................99
Controlling kerning...............................................................................................99
Kerning manually.........................................................................................................100
Kerning automatically..................................................................................................100
Controlling hyphenation and justification...........................................................100
Specifying hyphenation exceptions............................................................................102
Using discretionary hyphens.......................................................................................102
Controlling tracking............................................................................................103
Tracking manually........................................................................................................103
Editing tracking tables.................................................................................................103
Sending ......................................................................................................................104
Working with style sheets..................................................................................104
Creating and editing paragraph style sheets..............................................................104
Creating and editing character style sheets................................................................107
Applying style sheets..................................................................................................108
Appending style sheets...............................................................................................108
Positioning text in text boxes.............................................................................108
Using baseline grid......................................................................................................108
Aligning text vertically.................................................................................................109
Specifying text inset....................................................................................................109
Specifying story direction............................................................................................109
Controlling font usage........................................................................................110
Converting text to boxes....................................................................................110
Using text runaround..........................................................................................110
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Running text around all sides of an item.....................................................................111
Running text around lines and text paths....................................................................111
Running text around text boxes .................................................................................111
Running text around pictures......................................................................................112
Fine-tuning a runaround path.....................................................................................113
Editing a runaround path............................................................................................113
Working with text paths.....................................................................................114
Creating drop caps.............................................................................................114
Creating rules above and below paragraphs......................................................115
Using anchored boxes.........................................................................................115
Anchoring boxes and lines in text...............................................................................115
Cutting, copying, pasting, and deleting anchored boxes and lines...........................116
Unanchoring boxes and lines......................................................................................116
Working with OpenType fonts...........................................................................116
Applying OpenType styles..........................................................................................116
Using ligatures.............................................................................................................118
Working with the Glyphs palette........................................................................119
Displaying invisible characters............................................................................121
Inserting special characters.................................................................................121
Inserting spaces...........................................................................................................121
Inserting other special characters................................................................................121
Specifying character language............................................................................121
Using font fallback..............................................................................................121
Importing and exporting text with Unicode options..........................................122
Working with font mapping rules.......................................................................122
Working with design grids..................................................................................123
Understanding design grids........................................................................................123
Design grid basics.......................................................................................................125
Working with grid styles..............................................................................................136
Using design grids.......................................................................................................139
Working with rubi text.......................................................................................140
Rubi alignment options...............................................................................................142
Mono rubi....................................................................................................................144
Rubi base alignment options.......................................................................................145
Rubi overhang options................................................................................................147
Working with hanging characters.......................................................................148
Creating hanging character classes.............................................................................150
Creating hanging character sets ................................................................................151
Applying hanging character sets.................................................................................152
Working with mojigumi sets and classes............................................................152
Creating and editing mojigumi character classes.......................................................153
Creating and editing mojigumi sets............................................................................154
Applying mojigumi sets...............................................................................................157
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Character mapping for legacy projects...............................................................157
Mapping for projects that use UDA/VDA characters..................................................157
Mapping for projects that use custom characters.......................................................159
Pictures.........................................................................................160
Understanding pictures.......................................................................................160
Supported picture file types...............................................................................161
Working with pictures.........................................................................................162
Importing a picture......................................................................................................162
Moving pictures...........................................................................................................162
Resizing pictures..........................................................................................................163
Cropping pictures.......................................................................................................163
Rotating and skewing pictures....................................................................................163
Coloring and shading pictures....................................................................................163
Flipping pictures..........................................................................................................163
Listing, verifying status of, and updating pictures.......................................................164
Specifying background colors for pictures..................................................................164
Maintaining picture attributes.....................................................................................164
Working with clipping paths...............................................................................164
Creating clipping paths...............................................................................................165
Using embedded clipping paths.................................................................................166
Manipulating clipping paths........................................................................................166
Creating special effects with clipping paths................................................................167
Working with alpha masks..................................................................................167
Working with PSD pictures.................................................................................168
Preparing PSD files......................................................................................................169
Working with PSD layers.............................................................................................169
Working with PSD channels.........................................................................................170
Working with PSD paths..............................................................................................171
Printing with PSD Import.............................................................................................171
Using picture effects...........................................................................................172
Working with picture effects........................................................................................172
Removing and deleting picture effects.......................................................................172
Displaying effects at full resolution.............................................................................173
Picture Effects: Filters..................................................................................................173
Picture Effects: Adjustments........................................................................................174
Saving and loading Picture Effects presets.................................................................175
Reviewing Picture Effects usage..................................................................................176
Saving picture files......................................................................................................176
Color, opacity, and drop shadows................................................177
Understanding color...........................................................................................177
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Understanding spot and process colors......................................................................177
Specifying matching system colors.............................................................................178
Working with colors............................................................................................178
The Colors palette.......................................................................................................178
The Colors dialog box.................................................................................................179
Creating a color...........................................................................................................179
Editing a color.............................................................................................................180
Duplicating a color......................................................................................................180
Deleting a color...........................................................................................................180
Importing colors from another article or project.........................................................180
Changing all instances of one color to another color.................................................181
Applying color, shade, and blends.............................................................................181
Applying color and shade to text................................................................................181
Applying color and shade to lines...............................................................................182
Working with opacity..........................................................................................182
Specifying opacity.......................................................................................................182
Specifying opacity for groups.....................................................................................182
Creating blends with transparency..............................................................................183
Color management..............................................................................................183
Source setups and output setups................................................................................183
The color management experience for users..............................................................183
Working with source setups and output setups from a color expert..........................185
Working in a legacy color management environment................................................185
Proofing color on screen (soft proofing)......................................................................186
Color management for experts...................................................................................187
Creating a source setup..............................................................................................187
Creating an output setup............................................................................................187
Managing profiles.......................................................................................................188
Working with drop shadows...............................................................................189
Applying drop shadows..............................................................................................190
Customizing drop shadows.........................................................................................190
Incorporating drop shadows with items......................................................................190
Document construction.................................................................191
Using automatic page numbering.......................................................................191
Creating an automatic text box..........................................................................191
Working with layers............................................................................................192
Understanding layers...................................................................................................192
Creating layers............................................................................................................193
Selecting layers...........................................................................................................193
Showing and hiding layers..........................................................................................194
Determining which layer an item is on........................................................................194
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Deleting layers............................................................................................................195
Changing layer options...............................................................................................195
Moving items to a different layer................................................................................196
Changing the stacking order of layers........................................................................196
Layers and text runaround...........................................................................................197
Duplicating layers........................................................................................................197
Merging layers.............................................................................................................197
Locking items on layers...............................................................................................198
Using master pages with layers...................................................................................198
Suppressing printout of layers.....................................................................................199
Working with lists...............................................................................................199
Preparing for lists.........................................................................................................199
Creating a list..............................................................................................................200
Importing lists from another document.......................................................................201
Navigating with lists....................................................................................................201
Building lists................................................................................................................202
Updating lists..............................................................................................................202
Working with lists in books..........................................................................................202
Working with indexes.........................................................................................203
Specifying the index marker color...............................................................................203
Creating index entries.................................................................................................204
Creating cross-references............................................................................................205
Editing an index entry.................................................................................................207
Deleting an index entry...............................................................................................207
Specifying the punctuation used in an index..............................................................207
Building an index.........................................................................................................208
Editing final indexes....................................................................................................209
Working with books............................................................................................210
Creating books............................................................................................................211
Working with chapters.................................................................................................211
Controlling page numbers..........................................................................................213
Synchronizing chapters...............................................................................................214
Printing chapters.........................................................................................................215
Creating indexes and tables of contents for books....................................................216
Working with libraries.........................................................................................216
Creating libraries.........................................................................................................217
Adding library entries..................................................................................................217
Retrieving library entries..............................................................................................218
Manipulating library entries.........................................................................................218
Working with labels.....................................................................................................218
Saving libraries............................................................................................................219
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Output...........................................................................................220
Printing layouts...................................................................................................220
Updating picture paths................................................................................................220
Setting Print dialog box controls.................................................................................221
Print dialog box...........................................................................................................222
Printing color separations............................................................................................227
Printing color composites............................................................................................228
Exporting layouts................................................................................................229
Exporting a layout in EPS format.................................................................................230
Exporting a layout in PDF format................................................................................230
Creating a PostScript file.............................................................................................232
Using Collect for Output.....................................................................................232
Working with output styles................................................................................233
Working with trapping........................................................................................234
Understanding trapping..............................................................................................234
Trapping EPS pictures.................................................................................................235
Creating and using a rich black...................................................................................236
Understanding flattening and production issues................................................236
Collaboration and single-sourcing.................................................238
Working with shared content.............................................................................238
Sharing and synchronizing content.............................................................................240
Understanding synchronization options......................................................................241
Placing a synchronized item........................................................................................242
Placing synchronized content......................................................................................242
Importing content into the shared content library......................................................242
Working with Composition Zones.......................................................................243
Understanding Composition Zones............................................................................243
Creating a Composition Zones item...........................................................................248
Placing a Composition Zones item..............................................................................250
Sharing a composition layout......................................................................................252
Using Collaboration Setup..................................................................................260
Linking to other projects.............................................................................................260
Viewing information about linkable composition layouts ..........................................261
Importing and managing shared content....................................................................261
Specifying update options..........................................................................................262
Interactive layouts.........................................................................263
Understanding Interactive layouts......................................................................263
Types of Interactive layouts.........................................................................................264
Types of objects..........................................................................................................264
Interactive layouts in action.........................................................................................265
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Creating interactive building blocks...................................................................272
Creating a Presentation layout....................................................................................272
Creating an object.......................................................................................................273
Configuring an SWF object.........................................................................................274
Configuring a Video object.........................................................................................276
Working with Animation objects.................................................................................277
Working with Button objects.......................................................................................283
Image Sequence layouts, Button layouts, and Shared Content..................................287
Working with menus....................................................................................................287
Configuring a Window object.....................................................................................291
Configuring a Text Box object....................................................................................292
Working with transitions..............................................................................................293
Working with pages in Interactive layouts...................................................................294
Working with keyboard commands.............................................................................296
Configuring Interactive preferences............................................................................297
Working with actions..........................................................................................297
Assigning actions........................................................................................................298
Action reference..........................................................................................................298
Working with events...........................................................................................306
Choosing a user event.................................................................................................307
Configuring user events..............................................................................................307
Working with scripts...........................................................................................309
Creating a script..........................................................................................................309
Using conditional statements......................................................................................310
Running a script ..........................................................................................................313
Exporting and importing scripts..................................................................................314
Previewing and exporting Interactive layouts....................................................314
Previewing a Presentation layout................................................................................314
Checking interactive object usage..............................................................................315
Exporting a Presentation layout..................................................................................315
Configuring export settings........................................................................................316
Working with expressions...................................................................................317
Understanding expressions.........................................................................................317
Using the Expression Editor dialog box......................................................................320
Job Jackets...................................................................................323
Understanding Job Jackets.................................................................................323
What are Job Jackets?................................................................................................324
The structure of Job Jackets.......................................................................................324
Sample Job Jackets workflow.....................................................................................329
Working with Job Jackets...................................................................................330
Basic mode and advanced mode................................................................................330
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Creating Job Jackets files...........................................................................................331
Working with Job Tickets...................................................................................335
Creating a Job Ticket template...................................................................................335
Adding a layout definition to a Job Ticket: Advanced mode.....................................340
Applying a Job Ticket template to a project...............................................................341
Applying a layout definition to a project.....................................................................344
Collaborating with shared Job Jackets.......................................................................344
Exporting and importing Job Tickets..........................................................................347
The default Job Jackets file................................................................................348
Editing the default Job Ticket template: File menu....................................................348
Editing the default Job Ticket template: Utilities menu..............................................348
Editing the default Job Jackets file.............................................................................349
Working with Resources: Advanced mode.........................................................349
Accessing Resources: Advanced mode.......................................................................349
Configuring Resources: Advanced mode....................................................................350
Specifying the location of Resources: Advanced mode..............................................351
Working with Layout Specifications....................................................................352
Creating a Layout Specification: Advanced mode......................................................352
Applying a Layout Specification to a layout................................................................353
Working with Output Specifications...................................................................355
Creating an Output Specification: Advanced mode...................................................356
Applying an Output Specification to a layout.............................................................356
Using Output Specifications with Output Job............................................................358
Working with Rules and Rule Sets......................................................................359
Creating Rules: Advanced mode................................................................................360
Adding Rules to a Rule Set: Advanced mode.............................................................362
Applying a Rule Set to a layout...................................................................................363
Evaluating a layout.............................................................................................365
Job Jackets locking.............................................................................................367
Printing with JDF output....................................................................................368
Web layouts..................................................................................370
Working with Web layouts.................................................................................370
Creating a Web layout................................................................................................370
Text boxes in Web layouts..........................................................................................372
Graphic elements in Web layouts...............................................................................374
Converting to and from Web layouts..........................................................................375
Web layout limitations.................................................................................................376
Hyperlinks...........................................................................................................376
Creating a destination.................................................................................................378
Creating an anchor......................................................................................................379
Creating a hyperlink using an existing destination.....................................................379
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Creating a hyperlink from scratch...............................................................................380
Showing links in the Hyperlinks palette.......................................................................380
Formatting hyperlinks..................................................................................................380
Editing and deleting destinations...............................................................................381
Editing and deleting anchors......................................................................................381
Editing and deleting hyperlinks...................................................................................381
Navigating using the Hyperlinks palette.....................................................................381
Rollovers.............................................................................................................382
Creating a basic rollover.............................................................................................382
Editing and deleting basic rollovers............................................................................383
Creating a two-position rollover..................................................................................383
Switching between rollover images in the layout........................................................383
Removing a target from a two-position rollover box..................................................384
Unlinking a two-position rollover................................................................................384
Image maps.........................................................................................................384
Creating an image map...............................................................................................384
Editing an image map.................................................................................................385
Forms..................................................................................................................385
Creating a form box....................................................................................................386
Adding a text, password, or hidden field control.......................................................387
Adding a button control..............................................................................................388
Adding an image button control.................................................................................388
Adding pop-up menu and list controls.......................................................................389
Adding a group of radio button controls ...................................................................389
Adding a check box control .......................................................................................390
Adding a file submission control ................................................................................390
Menus.................................................................................................................391
Working with standard menus.....................................................................................391
Working with cascading menus...................................................................................393
Tables in Web layouts.........................................................................................396
Meta tags............................................................................................................397
Creating a meta tag set...............................................................................................397
Specifying a meta tag set for a Web page .................................................................398
Previewing Web pages.......................................................................................398
Specifying additional browsers for preview ...............................................................399
Exporting Web pages.........................................................................................399
Preparing for export ...................................................................................................399
Exporting a Web page ...............................................................................................399
Working with multiple languages..................................................402
Applying a character language...........................................................................402
Changing the program language........................................................................403
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XTensions software.......................................................................404
Working with XTensions modules.......................................................................404
Installing XTensions modules......................................................................................404
Enabling and disabling XTensions modules................................................................404
Working with XTensions sets.......................................................................................405
Custom Bleeds XTensions software....................................................................405
Using Custom Bleeds..................................................................................................405
Using Clip at Bleed Edge............................................................................................406
DejaVu XTensions software................................................................................406
Drop Shadow XTensions software......................................................................407
Full Resolution Preview XTensions software......................................................408
Guide Manager Pro XTensions software............................................................408
Using the Guides palette.............................................................................................409
Guides palette menu...................................................................................................410
Creating guides with Guide Manager Pro...................................................................410
Creating grids with Guide Manager Pro.....................................................................412
Creating rows and columns.........................................................................................413
Creating bleed and safety guides...............................................................................414
HTML Text Import XTensions software..............................................................416
Item Find/Change XTensions software...............................................................416
Item Styles XTensions software..........................................................................418
Using the Item Styles palette......................................................................................418
Creating Item Styles....................................................................................................419
Checking Item Style usage..........................................................................................420
OPI XTensions software......................................................................................421
Targeting an imported picture for OPI exchange.......................................................421
Activating OPI for a layout..........................................................................................421
Creating OPI comments for print, EPS, and PDF........................................................422
PDF Filter XTensions software...........................................................................422
Importing a PDF file into a picture box.......................................................................422
Scale XTensions software...................................................................................423
Scissors XTensions software...............................................................................424
Script XTensions software..................................................................................425
Box Tools submenu.....................................................................................................425
Grid submenu..............................................................................................................426
Images submenu.........................................................................................................426
Picture Box submenu..................................................................................................426
Printing submenu........................................................................................................426
Saving submenu..........................................................................................................426
Special submenu.........................................................................................................427
Stories submenu..........................................................................................................427
Tables submenu..........................................................................................................427
Typography submenu.................................................................................................427
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Shape of Things XTensions software..................................................................428
Using the Star Box tool...............................................................................................428
Super Step and Repeat XTensions software.......................................................428
Using Super Step and Repeat.....................................................................................428
Table Import XTensions software.......................................................................429
Type Tricks..........................................................................................................430
Make Fraction..............................................................................................................430
Make Price...................................................................................................................430
Word Space Tracking..................................................................................................431
Line Check...................................................................................................................431
Custom Underline.......................................................................................................432
Word 6–2000 Filter.............................................................................................432
WordPerfect Filter .............................................................................................432
XSLT Export XTensions software.......................................................................432
Other XTensions modules...................................................................................433
Preferences...................................................................................435
Understanding preferences................................................................................435
Nonmatching Preferences alert...................................................................................435
Changes to QuarkXPress preferences.........................................................................436
What's in the preferences files....................................................................................436
Application preferences......................................................................................437
Preferences — Application — Display........................................................................438
Preferences — Application — Input Settings..............................................................438
Preferences — Application — Font Fallback...............................................................439
Preferences — Application — Undo...........................................................................440
Preferences — Application — Open and Save...........................................................440
Preferences — Application — XTensions Manager....................................................441
Preferences — Application — Sharing........................................................................441
Preferences — Application — Fonts...........................................................................441
Preferences — Application — File List........................................................................441
Preferences — Application — Default Path................................................................442
Preferences — Application — EPS..............................................................................442
Preferences — Application — Full Res Preview..........................................................442
Preferences — Application — Browsers......................................................................443
Preferences — Application — Index...........................................................................443
Preferences — Application — Job Jackets.................................................................443
Preferences — Application — PDF.............................................................................444
Preferences — Application — PSD Import..................................................................444
Preferences — Application — Placeholders................................................................445
Preferences — Application — SpellCheck..................................................................445
Preferences — Application — Fraction/Price..............................................................445
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Preferences — Application — Picture Effects.............................................................446
Project preferences.............................................................................................446
Preferences — Project — General...............................................................................446
Layout preferences.............................................................................................447
Preferences — Layout — General...............................................................................447
Preferences — Layout — Measurements....................................................................448
Preferences — Layout — Paragraph...........................................................................449
Preferences — Layout — Character............................................................................450
Preferences — Layout — Tools...................................................................................451
Preferences — Layout — Trapping.............................................................................452
Preferences — Layout — Guides and Grid.................................................................453
Preferences — Layout — Grid Cell Fill........................................................................453
Preferences — Layout — Color Manager....................................................................454
Preferences — Layout — Layers..................................................................................455
Preferences — Layout — Presentation........................................................................455
Preferences — Layout — SWF....................................................................................455
Legal notices.................................................................................456
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About this guide
You do not need to read the QuarkXPress® documentation from beginning to end. Instead,
use this guide to quickly look up information, find out what you need to know, and get
on with your work.
What we're assuming about you
In writing this guide, we assume that you are familiar with your computer and know how
to:
ABOUT THIS GUIDE
• Launch an application
• Open, save, and close files
• Use menus, dialog boxes, and palettes
• Work within a networked computing environment
• Use the mouse, keyboard commands, and modifier keys
Consult the documentation provided with your computer or other resources if you need
more information in any of these areas.
Where to go for help
If you're new to QuarkXPress, or if you want to explore one of its other longstanding
features, consult the following resources:
• A Guide to QuarkXPress
• QuarkXPress Help
• Third-party books
• General books about desktop publishing
If your issues are at the system level — saving files, moving files, activating fonts, for
example — consult the documentation resources provided with your computer.
A GUIDE TO QUARKXPRESS 8.5: PLUS EDITION | 17
ABOUT THIS GUIDE
Conventions
Formatting conventions highlight information to help you quickly find what you need.
• Bold type style: The names of all dialog boxes, fields, and other controls are set in bold
type. For example: "Click OK."
• References: In descriptions of features, parenthetical references guide you in accessing
those features. For example: "The Find/Change dialog box (Edit menu) lets you find and
replace text."
• Arrows: You will often see arrows (>), which map out the menu path to a feature. For
example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."
• Icons: Although many tools and buttons are referenced by name, which you can see by
displaying ToolTips, in some cases icons are shown for easy identification. For example,
"Click the button on the Measurements palette to center text."
• Cross-platform issues: This application is quite consistent across operating systems. However,
some labels, buttons, key combinations, and other aspects of the application must differ
between Mac OS® and Windows® because of user interface conventions or other factors.
In such cases, both the Mac OS and Windows versions are presented, separated by a slash,
with the Mac OS version presented first. For example, if the Mac OS version of a button
is labeled Select, and the Windows version is labeled Browse, you are directed to "Click
Select/Browse." More complex cross-platform differences are mentioned in notes or
parenthetical statements.
Technology note
Quark developed QuarkXPress for Mac OS and Windows to give publishers control over
typography, color, and collaboration. In addition to unique typographic controls,
QuarkXPress offers comprehensive font management with TrueType®, OpenType®, and
Unicode® support. Designers can use PANTONE® (the PANTONE MATCHING SYSTEM®),
Hexachrome®, Trumatch®, Focoltone®, DIC®, and Toyo to add color to page layouts.
QuarkXPress acts as a hub for collaborative publishing environments because it allows
you to import and export content in multiple file formats, and to share design components
with other users. You can import files from applications such as Microsoft® Word, Microsoft
Excel®, WordPerfect®, Adobe® Illustrator®, and Adobe Photoshop®. You can output
content as PostScript® or in PDF format for Adobe Acrobat® Reader®. You can also export
files that can be viewed using QuickTime®, Internet Explorer®, Safari®, Firefox®, and
Netscape Navigator®. With Quark Interactive Designer™, you can export layouts in Flash®
format. Using features such as Job Jackets® and Composition Zones®, you can be sure
that multiple people share specifications to produce consistent publications, even while
working on a single publication simultaneously.
The QuarkXPress software architecture lets you and software developers expand publishing
capability. Through XTensions® software technology, third-party developers can create
custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions software) also
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provide a modular approach for meeting your particular publishing needs. And if you can
write AppleScript® scripts, you can use this scripting language from Apple® to automate
many QuarkXPress activities.
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The user interface
Skimming through the QuarkXPress user interface, you will find that many commands
are familiar or self-explanatory. Once you become familiar with QuarkXPress menus and
dialog boxes, you will discover that keyboard commands and palettes offer convenient
access to features that you can also access through menus.
Tools
The Tools palette
The Tools palette includes the following controls:
•
Use the Item tool to select, move, resize, and reshape items (boxes, lines, text paths,
and groups). When the Item tool is not selected, you can press Command/Ctrl to
temporarily access the Item tool.
•
Use the Text Content tool to draw text boxes and work with text in boxes.
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•
Use the Picture Content tool to draw picture boxes and work with pictures in boxes.
•
Use the Linking tool to link text boxes.
•
Use the Unlinking tool to unlink text boxes.
•
Use the Rectangle Box tool to create a rectangular box. To draw a square box, press
and hold Shift while drawing.
•
Use the Oval Box tool to create an oval box. To create a circular box, press and hold
Shift while drawing.
•
Use the Composition Zones tool to create a Composition Zones box.
•
Use the Star Box tool to create a star-shaped box.
•
Use the Line tool to create straight diagonal lines of any angle. To constrain a line angle
to 45 degrees, press and hold Shift while drawing.
•
Use the Bézier Pen tool to create Bézier lines and boxes. To constrain a line angle to
45 degrees, press and hold Shift while drawing.
•
Use the Add Point tool to add a point to any type of path. Adding a point to a content
box automatically turns the content box into a Bézier item.
•
Use the Remove Point tool to remove a point from any type of path.
•
Use the Convert Point tool to automatically convert corner points to curve points, and
curve points to corner points. Click and drag to change the position of a point, the curve
of a curved line segment, or the position of a straight line segment. Select this tool and
click a rectangular box or straight line to convert the item to a Bézier box or line.
•
Use the Scissors tool to cut an item into distinct paths.
•
Use the Select Point tool to select curves or points so that you can move them or delete
them. Press Shift and click to select multiple points. Option-click/Alt-click a point to make
it symmetrical.
•
Use the Freehand Line tool to draw any shape line or box you want. If you don't close
a freehand box, it remains a line. To automatically close a freehand box, press Option/Alt.
•
Use the Tables tool to create a table.
•
Use the Zoom tool to enlarge or reduce the document view.
•
Use the Pan tool to reposition the active layout.
After you draw a box, select the Text Content tool or the Picture Content tool ,
depending what you want in the box. You can also use key commands to declare the box
content type: Press T while drawing to declare Picture content or press R while drawing to
declare Text content.
For more information about Bézier boxes and lines, see "Creating Bézier boxes" and "Creating
Bézier lines."
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To add text to a line or path, select the Text Content tool and double-click the line or
path.
For more information about Composition Zones, see "Creating a Composition Zones item."
Windows users can display the Tools palette (Windows menu) horizontally, as well as
vertically. To display the palette horizontally, Ctrl+double-click the title bar.
Tool key commands
When no text box or text path is active, you can switch tools quickly using the following
key commands:
• Item tool: V
• Text Content tool: T (press Escape to deselect the active text box so you can switch to
another tool)
• Text Linking tool: T
• Text Unlinking tool: T
• Picture Content tool: R
• Rectangle Box tool: B
• Oval Box tool: B
• Starburst tool: B
• Composition Zones tool: B
• Line tool: L
• Bézier Pen tool: P
• Add Point tool: P
• Remove Point tool: P
• Convert Angle tool: P
• Scissors tool: P
• Select Point tool: P
• Freehand Line tool: P
• Tables tool: G
• Zoom tool: Z
• Pan tool: X
Web tools
The Web Tools palette lets you work with Web layouts.
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The Web Tools palette
The Web Tools palette (Window menu with Web layout displayed) includes the following
controls:
•
Use the Rectangle Image Map tool to create rectangular image map "hot areas" (and
to gain access to other image map tools). The image map tools are available when the
ImageMap XTensions software is loaded.
•
Use the Form Box tool to create a form box (to contain form controls).
•
Use the File Selection Tool to create a field and button that end users can use to send
a file to the Web server.
Menus
•
Use the Text Field tool to create a text field.
•
Use the Button tool to create a button.
•
Use the Image Button tool to create a button that will allow a picture to be imported.
•
Use the Pop-up Menu tool to create a drop-down menu.
•
Use the List Box tool to create a list.
•
Use the Radio Button tool to create a radio button.
•
Use the Check Box tool to create a check box.
•
Use the Rollover Linking tool to link the origin and target boxes of a two-position
rollover. When the mouse pointer is moved over the origin box, the content of the target
box displays.
•
Use the Rollover Unlinking tool to unlink the origin and target boxes of a two-position
rollover.
The topics below describe the menus and menu items available in QuarkXPress.
QuarkXPress menu (Mac OS only)
The QuarkXPress menu is a part of QuarkXPress for Mac OS X. This menu contains the
same commands as in the application menu for other Mac OS X applications — to hide
or show QuarkXPress and other applications, to access preferences, and to quit QuarkXPress.
This menu includes the following commands:
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File menu
• About QuarkXPress: Use this command to display information about QuarkXPress, such
as the version number.
• Edit License Code: Use this command to change the validation code of an installed copy
of QuarkXPress. By changing this code, you can change a Test Drive version (formerly
called "evaluation copy") of QuarkXPress into a fully functional version, change the
languages supported by the user interface, or change QuarkXPress into a Plus edition.
• Transfer QuarkXPress License: Use this command to deactivate QuarkXPress on one
computer so that you can activate it on a different computer. Available only when
QuarkXPress has been activated.
• Activate QuarkXPress: Use this command to activate QuarkXPress on your computer.
Available only when QuarkXPress is running in demo mode.
• Preferences: Lets you modify default values and settings. For more information, see
"Preferences."
• Quit QuarkXPress: Use this command to exit the application.
The File menu enables you to manipulate electronic files in a number of ways, including
the ability to create, open, print, and save. This menu includes the following commands:
• New: Choose an option from the New submenu to create a project. If you choose New
Project from Ticket, you can select a Job Ticket from which you can create the project.
You can also use this submenu to create new libraries and books.
• Open: Use this option to open project files.
• Close: Use this option to close the active project.
• Save: Use this option to save the active project.
• Save As: Use this option to save a copy of the active project.
• Revert to Saved: Use this option to return the active project to the state it was in when
it was last saved.
• Import: Use this command to import text into a text box or to import a picture into a
picture box.
• Save Text: Use this option to save the contents of the active text box as a separate file.
• Save Picture: Use this submenu to save the selected picture as a separate file or to save all
pictures in a layout as separate files.
• Append: Use this option to append style sheets, colors, and a variety of other types of
resources from another file.
• Export: Use this option to export a layout as another file type.
• Collect for Output: Use this option to copy a file, an output report, and selected resources
into one folder.
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• Collaboration Setup: Use this option to control project linking, sharing, and updating
frequency of shared resources.
• Job Jackets: Use this submenu to access the specifications and rules for creating and
inspecting a layout, link a project to a Job Jackets file, modify a Job Ticket, and evaluate
a layout.
• Print: Use this option to print the active file.
• Output Job: Use this option to access the Output Specification for outputting a job, which
is like a "style sheet" for output.
• Exit (Windows only): Use this option to exit the application.
Edit menu
The Edit menu includes the following commands:
• Undo: Undoes the last action.
• Redo: Redoes an undone action.
• Cut: Cuts the selected content.
• Copy: Copies the selected content to the clipboard.
• Paste: Pastes the clipboard contents on the active page.
• Paste Without Formatting: Pastes the clipboard contents as plain text.
• Paste In Place: Pastes a duplicated or copied item onto the active page at the same position
from which it was originally copied.
• Paste Special (Windows only): Lets you choose how the object is pasted into your document
by using the Microsoft Windows Object Linking and Embedding (OLE) function.
• Clear/Delete: Deletes the active content.
• Select All: Selects all content in the active box or text path.
• Links (Windows only) : Lets you update a linked object.
• Object (Windows only) : Lets you work with an embedded or linked object contained in a
selected picture box.
• Insert Object (Windows only): Lets you create an object using a server application or retrieve
an existing file.
• Show Clipboard: Displays the contents of the clipboard.
• Find/Change: Displays the Find/Change palette, which you can use to find and change
text based on content, formatting, or both.
• Item Find/Change: Displays and hides the Item Find/Change palette.
• Preferences (Windows only): Lets you modify default values and settings. For more
information, see "Preferences."
• Style Sheets: Lets you add, edit, and delete style sheet definitions. For more information,
see "Working with style sheets."
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• Colors: Lets you add, edit, and delete color definitions. For more information, see "Working
with colors."
• H&Js: Lets you add, edit, and delete H&J (hyphenation and justification) definitions. H&Js
let you control how text breaks. For more information, see "Controlling hyphenation and
justification."
• Lists: Lets you add, edit, and delete list definitions. The Lists feature is a tool for
automatically generating tables of contents and other types of listed content. For more
information, see "Working with lists."
• Dashes and Stripes: Lets you add, edit, and delete custom line patterns.
• Hanging Characters: Lets you add, edit, and delete custom hanging character definitions.
For more information, see "Working with hanging characters."
• Font Sets: Lets you add, edit, and delete custom scaling, sizing, and direction for specific
fonts.
• Output Styles: Lets you add, edit, and delete output style definitions. Output styles let
you easily switch between different sets of output options. For more information, see
"Working with output styles."
• Program Language (multi-language editions only): Lets you change the language of the user
interface.
• Color Setups: Lets you access and modify setups for Source and Output Setups.
• Grid Styles: Lets you add, edit, and delete patterns of non-printing design grids that you
can apply to text components. For more information, see "Working with design grids."
• Hyperlinks: Lets you add, edit, and delete hyperlinks including URLs, anchors, and page
links.
• Variables (Interactive layouts only): Lets you define variables for interactive items.
• Interactive menus (Interactive layouts only):Lets you create menus for interactive layouts.
• Mojigumi: Lets you add, edit, and delete Mojigumi sets and classes. For more information,
see "Working with mojigumi sets and classes."
• Non-Breaking Character Sets: Lets you add, edit, and delete rules for two-byte character
sets.
• Underline Styles: Lets you access and modify underline styles.
• Menus (Web layout only): Lets you create and manage lists, such as navigation menus, used
in Web layouts.
• Meta Tags (Web layout only): Lets you create, modify and access meta information, such
as keywords and descriptions, that provides information about that page for discovery by
search engines and other purposes.
• CSS Font Families (Web layout only): Lets you create font families for cascading style sheets
(CSS) and determine what fonts will be used to display a Web page if the original font is
not available to the user.
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• Cascading Menus (Web layout only): Lets you create a hierarchical list of items that displays
when the end user moves the mouse pointer over an object. This simplifies a Web design
by "hiding" menu items until the user moves the mouse pointer over a specific item.
• Item Styles: Lets you add, edit, and delete item definitions that you can apply to
QuarkXPress items with the Item Styles palette (Window menu).
Style menu
The Style menu changes depending on whether a text box, a picture box, or a line is active.
Style menu for text
The Style menu for text includes commands for specifying character attributes and
paragraph formats. This menu includes the following commands:
• Font: Lets you change the font of selected text.
• Size: Lets you change the size of selected text.
• Type Style: Lets you apply type styles such as bold, italic, and underline to selected text.
• Change Case: Lets you change case of selected text to uppercase, lower case, or title case.
• Color: Lets you change the color of selected text.
• Shade: Lets you set the tint of an applied color.
• Opacity: Lets you control the transparency of selected text.
• Horizontal/Vertical Scale: Lets you stretch selected text horizontally or vertically.
• Kern/Track: When the text insertion point is between two characters, Kern lets you control
the spacing between those characters. When text is selected, Track lets you control the
spacing between all selected characters.
• Kern or Track/Sending: When the text insertion point is between two characters, Kern
lets you control the spacing between those characters. When text is selected, Track lets
you control the spacing between all selected Roman characters. Sending lets you specify
a fixed distance between characters, irrespective of font or font size.
• Baseline Shift: Lets you move selected text up or down in relation to the baseline without
changing line spacing.
• Character: Displays the Character Attributes dialog box, which lets you control every
aspect of character formatting for selected text.
• Character Style Sheets: Lets you apply character style sheets to selected text.
• Text to Box: Lets you convert text to a Bézier picture box shaped like the selected characters.
• Rubi: Lets you control rubi characters applied to text.
• Group Characters: Lets you place horizontal text in a vertical story.
• Story Direction: Lets you specify horizontal or vertical story direction for the selected text
box.
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• Alignment: Lets you align active paragraphs to the left, right, or center. Also lets you
justify or force-justify selected paragraphs.
• Character Alignment: Lets you align selected characters according to bottom line, baseline,
center, or top line for the applied font.
• Leading: Lets you change the line spacing of selected paragraphs.
• Formats: Displays the Paragraph Attributes dialog box, which lets you control every
aspect of paragraph formatting for selected text.
• Tabs: Lets you set tab stops for selected paragraphs.
• Rules: Lets you create automatic lines above and below selected paragraphs.
• Paragraph Style Sheets: Lets you apply paragraph style sheets to selected text.
• Update Style Sheet: Lets you update a character or paragraph style sheet definition based
on local changes to the applied style sheet.
• Flip Horizontal: Lets you flip selected text horizontally.
• Flip Vertical: Lets you flip selected text vertically.
• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to selected text.
• Anchor: Lets you create or modify an anchor for selected text.
• Underline Styles: Lets you modify and apply an underline style to selected text.
Style menu for pictures
The Style menu for pictures includes commands for formatting and editing pictures. This
menu includes the following commands:
• Color: Applies a color to a selected grayscale or one-bit picture.
• Shade: Lets you set the intensity of an applied color.
• Opacity: Lets you control the transparency of a selected picture.
• Invert/Negative: Applies a negative or inverse effect to a selected picture. The command
name is Negative when you select a CMYK picture.
• Halftone: Lets you apply a halftone screen pattern to a selected grayscale picture.
• Flip Horizontal: Flips the selected picture horizontally.
• Flip Vertical: Flips the selected picture vertically.
• Center Picture: Centers the selected picture in its picture box.
• Stretch Picture To Fit Box: Reduces or enlarges the selected picture horizontally and
vertically to fill its picture box.
• Scale Picture To Box: Reduces or enlarges the selected picture proportionately to fill its
picture box.
• Fit Box To Picture: Reduces or enlarges the picture box to fit the size of the selected picture.
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• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a selected
picture or box.
• Anchor: Lets you create or modify an anchor for a selected picture or box.
• Picture Effects: Displays a submenu that lets you apply picture adjustments and filters to
the selected picture.
Style menu for lines
The Style menu for lines includes the following commands:
• Line Style: Lets you apply a line style to a selected line.
• Arrowheads: Lets you apply an arrowhead style to a selected line.
• Width: Lets you adjust the width of a selected line.
• Color: Lets you change the color of a selected line.
• Shade: Lets you set the intensity of an applied color.
• Opacity: Lets you control the transparency of a selected line.
• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a selected line.
• Anchor: Lets you create or modify an anchor for a selected line.
Item menu
The Item menu includes commands for controlling item attributes, positions, grouping,
sharing, and more.
• Modify: Lets you access a comprehensive set of controls such as color, shade, position,
size, frame, runaround, clipping path, and more for an item.
• Frame: Lets you specify frame attributes such as width, style, color, and opacity for an
item.
• Runaround: Lets you specify whether text runs inside, outside, or through a picture or its
picture box.
• Clipping: Lets you select the clipping type for a given item and control its outset.
• Duplicate: Lets you create a copy of an item and its contents.
• Step and Repeat: Lets you duplicate an active item multiple times, and in any position
you specify.
• Super Step and Repeat: Lets you duplicate an active item multiple times and specify scale,
rotation, and shading for the duplicates.
• Delete: Lets you delete a selected item and its contents.
• Group: Lets you combine two or more active items (including lines, boxes, text paths,
tables, and other groups) into a group.
• Ungroup: Lets you break a group into its component items or groups.
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• Constrain: Lets you restrict an item so that it cannot move beyond the boundaries of the
item to which it is constrained.
• Lock: Lets you prevent accidental changes to items and their contents by locking its
position or content.
• Merge: Lets you merge selected items in a number of ways.
• Split: Lets you split boxes that contain non-overlapping shapes, split boxes that contain
shapes within shapes, or split boxes that contain a border that crosses over itself (such as
a figure eight).
• Send Backward (Windows only): Moves an item one level backward in the page or layer's
stacking order.
• Send to Back: Moves an item to the back of the page or layer. On Mac OS, press Option
before choosing Send to Back to access the Send Backward command.
• Bring Forward (Windows only): Moves an item one level forward in the page or layer's
stacking order.
• Bring to Front: Moves an item to the front of the page or layer. On Mac OS, press Option
before choosing Bring to Front to access the Send Forward command.
• Space/Align: Lets you position the selected items evenly with regard to each other or with
regard to the page or spread.
• Shape: Lets you change the shape of an active item.
• Content: Lets you change the content type of an item.
• Edit: Lets you modify item shape, runaround, or clipping path.
• Share: Lets you access sharing properties of an item and synchronize or re-use content
such as text, pictures, boxes, lines, and Composition Zones.
• Unsynchronize: Removes synchronization of a single instance of the item without affecting
other occurrences of that item (or the synchronization attributes).
• Point/Segment Type: Lets you change the point or segment type of an item so you can
manipulate points, curve handles, and line segments.
• Drop Shadow: Lets you apply or modify an item's drop shadow.
• Composition Zones: Lets you create or modify Composition Zones.
• Preview Resolution: Lets you set the preview of a picture to full resolution or low
resolution.
• Delete All Hot Areas (Web layouts only): Removes the image map designations of a picture
that serve as hyperlinks.
• Cascading Menu (Web layouts only): Lets you apply a cascading menu to an item that has
been specified to export as a graphic.
• Basic Rollover (Web layouts only): Lets you apply a basic rollover to an item so that the
image will change when the mouse pointer is over the rollover box.
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