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Quark QuarkXPress - 8.5 User Manual

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A Guide to QuarkXPress 8.5

CONTENTS

Contents
About this guide.............................................................................16
What we're assuming about you..........................................................................16
Where to go for help............................................................................................16
Conventions..........................................................................................................17
Technology note...................................................................................................17
The user interface...........................................................................19
Tools......................................................................................................................19
Web tools..............................................................................................................21
Menus...................................................................................................................22
QuarkXPress menu (Mac OS only).................................................................................22
File menu.......................................................................................................................23
Edit menu......................................................................................................................24
Style menu.....................................................................................................................26
Item menu.....................................................................................................................28
Page menu....................................................................................................................29
Layout menu..................................................................................................................30
Table menu...................................................................................................................30
View menu.....................................................................................................................31
Utilities menu.................................................................................................................32
Window menu...............................................................................................................33
Help menu ....................................................................................................................34
Context menus......................................................................................................35
Palettes.................................................................................................................35
Tools palette.................................................................................................................35
Measurements palette...................................................................................................35
Page Layout palette......................................................................................................36
Style Sheets palette.......................................................................................................37
Colors palette................................................................................................................38
Shared Content palette.................................................................................................38
Trap Information palette...............................................................................................39
Lists palette...................................................................................................................39
Profile Information palette.............................................................................................40
Glyphs palette...............................................................................................................40
Hyperlinks palette.........................................................................................................41
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CONTENTS
Index palette.................................................................................................................42
Layers palette................................................................................................................42
Picture Effects palette...................................................................................................43
PSD Import palette........................................................................................................43
Palette groups and palette sets............................................................................44
Layout controls.....................................................................................................45
Splitting a window................................................................................................45
Creating a window................................................................................................46
Projects and layouts........................................................................47
Working with projects..........................................................................................47
Options for Print layouts................................................................................................48
Options for Web layouts...............................................................................................49
Saving and naming a QuarkXPress project...................................................................49
Exporting layouts and projects......................................................................................49
Working with layouts............................................................................................50
Working with guides.............................................................................................51
Column and margin guides...........................................................................................51
Ruler guides..................................................................................................................52
Snapping to guides.......................................................................................................52
Undoing and redoing actions................................................................................52
Boxes, lines, and tables...................................................................54
Understanding handles.........................................................................................55
Understanding Bézier shapes...............................................................................57
Working with boxes..............................................................................................58
Creating text and picture boxes....................................................................................59
Resizing boxes...............................................................................................................60
Reshaping boxes...........................................................................................................60
Adding frames to boxes................................................................................................61
Applying colors to boxes..............................................................................................61
Applying blends to boxes.............................................................................................61
Adding text and pictures to boxes................................................................................63
Changing box type........................................................................................................63
Working with lines................................................................................................63
Creating lines................................................................................................................63
Line modes for straight lines.........................................................................................64
Resizing lines.................................................................................................................64
Reshaping lines.............................................................................................................65
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CONTENTS
Controlling line appearance..........................................................................................65
Joining lines..................................................................................................................66
Manipulating items...............................................................................................66
Selecting items..............................................................................................................66
Moving items.................................................................................................................66
Cutting, copying, and pasting items.............................................................................66
Controlling the stacking order of items.........................................................................67
Grouping items.............................................................................................................67
Duplicating items..........................................................................................................68
Spacing and aligning items ..........................................................................................68
Rotating items...............................................................................................................69
Skewing items...............................................................................................................69
Locking and unlocking items.........................................................................................69
Anchoring items and groups in text..............................................................................69
Working with tables..............................................................................................70
Drawing a table.............................................................................................................70
Converting text to tables...............................................................................................71
Importing Excel tables...................................................................................................72
Importing Excel charts...................................................................................................74
Adding text and pictures to tables................................................................................74
Editing table text ..........................................................................................................74
Linking table cells..........................................................................................................75
Formatting tables..........................................................................................................75
Formatting gridlines......................................................................................................75
Inserting and deleting rows and columns.....................................................................76
Combining cells.............................................................................................................77
Manually resizing tables, rows, and columns................................................................77
Converting tables back to text......................................................................................77
Working with tables and groups...................................................................................77
Continuing tables in other locations.............................................................................78
Adding header and footer rows to tables.....................................................................79
Text and typography.......................................................................81
Editing text...........................................................................................................81
Importing and exporting text...............................................................................81
Import/export filters......................................................................................................82
Importing and exporting text with Unicode options.....................................................83
Finding and changing text....................................................................................83
Checking spelling..................................................................................................84
Auxiliary dictionaries.....................................................................................................86
Counting words and characters............................................................................86
Applying character attributes...............................................................................87
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Applying a font..............................................................................................................87
Applying type styles......................................................................................................88
Applying color, shade, and opacity...............................................................................88
Applying horizontal or vertical scale.............................................................................89
Applying baseline shift..................................................................................................89
Applying paragraph attributes.............................................................................90
Controlling alignment...................................................................................................91
Controlling indentation.................................................................................................91
Controlling leading........................................................................................................92
Controlling space before and after paragraphs............................................................93
Setting tabs...................................................................................................................93
Controlling widow and orphan lines.............................................................................94
Controlling kerning...............................................................................................94
Kerning manually...........................................................................................................94
Kerning automatically....................................................................................................95
Specifying hyphenation exceptions..............................................................................97
Using discretionary hyphens.........................................................................................97
Controlling tracking..............................................................................................97
Tracking manually..........................................................................................................97
Editing tracking tables...................................................................................................98
Working with style sheets....................................................................................98
Creating and editing paragraph style sheets................................................................98
Creating and editing character style sheets................................................................101
Applying style sheets..................................................................................................102
Appending style sheets...............................................................................................102
Positioning text in text boxes.............................................................................103
Using baseline grid......................................................................................................103
Aligning text vertically.................................................................................................103
Specifying text inset....................................................................................................103
Controlling font usage........................................................................................104
Converting text to boxes....................................................................................104
Using text runaround..........................................................................................104
Running text around all sides of an item.....................................................................105
Running text around lines and text paths....................................................................105
Running text around text boxes .................................................................................105
Running text around pictures......................................................................................106
Editing a runaround path............................................................................................107
Working with text paths.....................................................................................108
Creating drop caps.............................................................................................108
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CONTENTS
Creating rules above and below paragraphs......................................................109
Using anchored boxes.........................................................................................109
Anchoring boxes and lines in text...............................................................................109
Cutting, copying, pasting, and deleting anchored boxes and lines...........................110
Unanchoring boxes and lines......................................................................................110
Working with OpenType fonts...........................................................................110
Applying OpenType styles..........................................................................................110
Using ligatures.............................................................................................................112
Working with the Glyphs palette........................................................................113
Displaying invisible characters............................................................................114
Inserting special characters.................................................................................114
Inserting spaces...........................................................................................................114
Specifying character language............................................................................114
Using font fallback..............................................................................................115
Importing and exporting text with Unicode options..........................................115
Working with font mapping rules.......................................................................115
Working with design grids..................................................................................116
Understanding design grids........................................................................................116
Design grid basics.......................................................................................................118
Using design grids.......................................................................................................127
Working with hanging characters.......................................................................129
Creating hanging character classes.............................................................................131
Creating hanging character sets ................................................................................132
Applying hanging character sets.................................................................................132
Pictures.........................................................................................133
Understanding pictures.......................................................................................133
Supported picture file types...............................................................................134
Working with pictures.........................................................................................135
Importing a picture......................................................................................................135
Moving pictures...........................................................................................................135
Resizing pictures..........................................................................................................136
Cropping pictures.......................................................................................................136
Coloring and shading pictures....................................................................................136
Flipping pictures..........................................................................................................136
Listing, verifying status of, and updating pictures.......................................................137
Specifying background colors for pictures..................................................................137
Maintaining picture attributes.....................................................................................137
Working with clipping paths...............................................................................137
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CONTENTS
Creating clipping paths...............................................................................................138
Using embedded clipping paths.................................................................................139
Manipulating clipping paths........................................................................................139
Creating special effects with clipping paths................................................................140
Working with PSD pictures.................................................................................141
Preparing PSD files......................................................................................................142
Working with PSD channels.........................................................................................143
Working with PSD paths..............................................................................................144
Printing with PSD Import.............................................................................................144
Using picture effects...........................................................................................145
Removing and deleting picture effects.......................................................................145
Displaying effects at full resolution.............................................................................146
Picture Effects: Filters..................................................................................................146
Picture Effects: Adjustments........................................................................................147
Saving and loading Picture Effects presets.................................................................148
Reviewing Picture Effects usage..................................................................................149
Saving picture files......................................................................................................149
Color, opacity, and drop shadows................................................150
Understanding color...........................................................................................150
Understanding spot and process colors......................................................................150
Working with colors............................................................................................151
The Colors palette.......................................................................................................151
The Colors dialog box.................................................................................................152
Creating a color...........................................................................................................152
Editing a color.............................................................................................................153
Duplicating a color......................................................................................................153
Deleting a color...........................................................................................................153
Importing colors from another article or project.........................................................153
Changing all instances of one color to another color.................................................154
Applying color, shade, and blends.............................................................................154
Applying color and shade to text................................................................................154
Applying color and shade to lines...............................................................................155
Working with opacity..........................................................................................155
Specifying opacity.......................................................................................................155
Specifying opacity for groups.....................................................................................155
Creating blends with transparency..............................................................................156
Color management..............................................................................................156
A GUIDE TO QUARKXPRESS 8.5 | vii
CONTENTS
Source setups and output setups................................................................................156
The color management experience for users..............................................................156
Working with source setups and output setups from a color expert..........................158
Working in a legacy color management environment................................................158
Proofing color on screen (soft proofing)......................................................................159
Color management for experts...................................................................................160
Creating an output setup............................................................................................160
Managing profiles.......................................................................................................161
Applying drop shadows..............................................................................................163
Customizing drop shadows.........................................................................................163
Incorporating drop shadows with items......................................................................163
Document construction.................................................................164
Using automatic page numbering.......................................................................164
Creating an automatic text box..........................................................................164
Working with layers............................................................................................165
Understanding layers...................................................................................................165
Creating layers............................................................................................................166
Selecting layers...........................................................................................................166
Determining which layer an item is on........................................................................167
Deleting layers............................................................................................................168
Changing layer options...............................................................................................168
Moving items to a different layer................................................................................169
Changing the stacking order of layers........................................................................169
Layers and text runaround...........................................................................................170
Duplicating layers........................................................................................................170
Merging layers.............................................................................................................170
Using master pages with layers...................................................................................171
Working with lists...............................................................................................172
Preparing for lists.........................................................................................................172
Creating a list..............................................................................................................173
Importing lists from another document.......................................................................174
Navigating with lists....................................................................................................174
Building lists................................................................................................................175
Updating lists..............................................................................................................175
Working with lists in books..........................................................................................175
Working with indexes.........................................................................................176
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CONTENTS
Specifying the index marker color...............................................................................176
Creating index entries.................................................................................................177
Creating cross-references............................................................................................178
Specifying the punctuation used in an index..............................................................180
Building an index.........................................................................................................181
Editing final indexes....................................................................................................182
Working with books............................................................................................183
Creating books............................................................................................................184
Working with chapters.................................................................................................184
Controlling page numbers..........................................................................................186
Synchronizing chapters...............................................................................................187
Printing chapters.........................................................................................................188
Creating indexes and tables of contents for books....................................................189
Working with libraries.........................................................................................189
Creating libraries.........................................................................................................190
Adding library entries..................................................................................................190
Retrieving library entries..............................................................................................191
Manipulating library entries.........................................................................................191
Working with labels.....................................................................................................191
Saving libraries............................................................................................................192
Output...........................................................................................193
Printing layouts...................................................................................................193
Updating picture paths................................................................................................193
Setting Print dialog box controls.................................................................................194
Print dialog box...........................................................................................................195
Printing color separations............................................................................................200
Printing color composites............................................................................................201
Exporting layouts................................................................................................202
Exporting a layout in EPS format.................................................................................202
Exporting a layout in PDF format................................................................................203
Creating a PostScript file.............................................................................................205
Using Collect for Output.....................................................................................205
Working with output styles................................................................................206
Working with trapping........................................................................................207
Understanding trapping..............................................................................................207
Trapping EPS pictures.................................................................................................208
Creating and using a rich black...................................................................................209
Understanding flattening and production issues................................................209
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CONTENTS
Collaboration and single-sourcing.................................................210
Working with shared content.............................................................................210
Sharing and synchronizing content.............................................................................212
Understanding synchronization options......................................................................213
Placing a synchronized item........................................................................................214
Placing synchronized content......................................................................................214
Importing content into the shared content library......................................................214
Understanding Composition Zones............................................................................215
Creating a Composition Zones item...........................................................................220
Placing a Composition Zones item..............................................................................222
Sharing a composition layout......................................................................................224
Using Collaboration Setup..................................................................................232
Linking to other projects.............................................................................................232
Viewing information about linkable composition layouts ..........................................233
Importing and managing shared content....................................................................233
Specifying update options..........................................................................................234
Interactive layouts.........................................................................235
Understanding Interactive layouts......................................................................235
Types of Interactive layouts.........................................................................................236
Types of objects..........................................................................................................236
Creating interactive building blocks...................................................................244
Creating a Presentation layout....................................................................................244
Creating an object.......................................................................................................245
Configuring an SWF object.........................................................................................246
Working with Animation objects.................................................................................249
Working with Button objects.......................................................................................255
Image Sequence layouts, Button layouts, and Shared Content..................................259
Working with menus....................................................................................................259
Configuring a Text Box object....................................................................................264
Working with transitions..............................................................................................265
Working with pages in Interactive layouts...................................................................266
Working with keyboard commands.............................................................................268
Configuring Interactive preferences............................................................................269
Working with actions..........................................................................................269
Assigning actions........................................................................................................270
Action reference..........................................................................................................270
Working with events...........................................................................................278
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CONTENTS
Configuring user events..............................................................................................279
Working with scripts...........................................................................................281
Creating a script..........................................................................................................281
Using conditional statements......................................................................................282
Running a script ..........................................................................................................285
Exporting and importing scripts..................................................................................286
Previewing and exporting Interactive layouts....................................................286
Previewing a Presentation layout................................................................................286
Checking interactive object usage..............................................................................287
Exporting a Presentation layout..................................................................................287
Configuring export settings........................................................................................288
Working with expressions...................................................................................289
Understanding expressions.........................................................................................289
Using the Expression Editor dialog box......................................................................292
Job Jackets...................................................................................295
Understanding Job Jackets.................................................................................295
What are Job Jackets?................................................................................................296
The structure of Job Jackets.......................................................................................296
Working with Job Jackets...................................................................................302
Basic mode and advanced mode................................................................................302
Creating Job Jackets files...........................................................................................303
Creating a Job Ticket template...................................................................................307
Adding a layout definition to a Job Ticket: Advanced mode.....................................312
Applying a Job Ticket template to a project...............................................................313
Applying a layout definition to a project.....................................................................316
Collaborating with shared Job Jackets.......................................................................316
Exporting and importing Job Tickets..........................................................................319
The default Job Jackets file................................................................................320
Editing the default Job Ticket template: File menu....................................................320
Editing the default Job Ticket template: Utilities menu..............................................320
Editing the default Job Jackets file.............................................................................321
Working with Resources: Advanced mode.........................................................321
Configuring Resources: Advanced mode....................................................................322
Specifying the location of Resources: Advanced mode..............................................323
Working with Layout Specifications....................................................................324
Creating a Layout Specification: Advanced mode......................................................324
Applying a Layout Specification to a layout................................................................325
A GUIDE TO QUARKXPRESS 8.5 | xi
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Working with Output Specifications...................................................................327
Creating an Output Specification: Advanced mode...................................................328
Applying an Output Specification to a layout.............................................................328
Using Output Specifications with Output Job............................................................330
Working with Rules and Rule Sets......................................................................331
Creating Rules: Advanced mode................................................................................332
Adding Rules to a Rule Set: Advanced mode.............................................................334
Applying a Rule Set to a layout...................................................................................335
Evaluating a layout.............................................................................................337
Job Jackets locking.............................................................................................339
Printing with JDF output....................................................................................340
Web layouts..................................................................................342
Working with Web layouts.................................................................................342
Creating a Web layout................................................................................................342
Text boxes in Web layouts..........................................................................................344
Graphic elements in Web layouts...............................................................................346
Converting to and from Web layouts..........................................................................347
Web layout limitations.................................................................................................348
Hyperlinks...........................................................................................................348
Creating a destination.................................................................................................350
Creating an anchor......................................................................................................351
Creating a hyperlink using an existing destination.....................................................351
Creating a hyperlink from scratch...............................................................................352
Showing links in the Hyperlinks palette.......................................................................352
Formatting hyperlinks..................................................................................................352
Editing and deleting destinations...............................................................................353
Editing and deleting anchors......................................................................................353
Editing and deleting hyperlinks...................................................................................353
Navigating using the Hyperlinks palette.....................................................................353
Rollovers.............................................................................................................354
Creating a basic rollover.............................................................................................354
Editing and deleting basic rollovers............................................................................355
Switching between rollover images in the layout........................................................355
Removing a target from a two-position rollover box..................................................356
Unlinking a two-position rollover................................................................................356
Image maps.........................................................................................................356
Forms..................................................................................................................357
Creating a form box....................................................................................................358
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CONTENTS
Adding a text, password, or hidden field control.......................................................359
Adding an image button control.................................................................................360
Adding pop-up menu and list controls.......................................................................361
Adding a group of radio button controls ...................................................................361
Adding a check box control .......................................................................................362
Adding a file submission control ................................................................................362
Menus.................................................................................................................363
Working with standard menus.....................................................................................363
Tables in Web layouts.........................................................................................368
Meta tags............................................................................................................369
Creating a meta tag set...............................................................................................369
Specifying a meta tag set for a Web page .................................................................370
Previewing Web pages.......................................................................................370
Specifying additional browsers for preview ...............................................................371
Exporting Web pages.........................................................................................371
Preparing for export ...................................................................................................371
Exporting a Web page ...............................................................................................371
Working with multiple languages..................................................374
XTensions software.......................................................................376
Working with XTensions modules.......................................................................376
Installing XTensions modules......................................................................................376
Enabling and disabling XTensions modules................................................................376
Working with XTensions sets.......................................................................................377
Custom Bleeds XTensions software....................................................................377
Using Custom Bleeds..................................................................................................377
Using Clip at Bleed Edge............................................................................................378
DejaVu XTensions software................................................................................378
Drop Shadow XTensions software......................................................................379
Full Resolution Preview XTensions software......................................................380
Guide Manager Pro XTensions software............................................................380
Using the Guides palette.............................................................................................381
Guides palette menu...................................................................................................382
Creating guides with Guide Manager Pro...................................................................382
Creating grids with Guide Manager Pro.....................................................................384
Creating bleed and safety guides...............................................................................386
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CONTENTS
HTML Text Import XTensions software..............................................................388
Item Find/Change XTensions software...............................................................388
Using the Item Styles palette......................................................................................390
Creating Item Styles....................................................................................................391
Checking Item Style usage..........................................................................................392
OPI XTensions software......................................................................................393
Targeting an imported picture for OPI exchange.......................................................393
Activating OPI for a layout..........................................................................................393
Creating OPI comments for print, EPS, and PDF........................................................394
PDF Filter XTensions software...........................................................................394
Importing a PDF file into a picture box.......................................................................394
Scale XTensions software...................................................................................395
Scissors XTensions software...............................................................................396
Script XTensions software..................................................................................397
Box Tools submenu.....................................................................................................397
Grid submenu..............................................................................................................398
Images submenu.........................................................................................................398
Picture Box submenu..................................................................................................398
Printing submenu........................................................................................................398
Saving submenu..........................................................................................................398
Special submenu.........................................................................................................399
Stories submenu..........................................................................................................399
Tables submenu..........................................................................................................399
Typography submenu.................................................................................................399
Shape of Things XTensions software..................................................................400
Using the Star Box tool...............................................................................................400
Super Step and Repeat XTensions software.......................................................400
Using Super Step and Repeat.....................................................................................400
Table Import XTensions software.......................................................................401
Type Tricks..........................................................................................................402
Make Fraction..............................................................................................................402
Make Price...................................................................................................................402
Word Space Tracking..................................................................................................403
Line Check...................................................................................................................403
Custom Underline.......................................................................................................404
Word 6–2000 Filter.............................................................................................404
WordPerfect Filter .............................................................................................404
Other XTensions modules...................................................................................405
Preferences...................................................................................407
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CONTENTS
Understanding preferences................................................................................407
Nonmatching Preferences alert...................................................................................407
Changes to QuarkXPress preferences.........................................................................408
What's in the preferences files....................................................................................408
Application preferences......................................................................................409
Preferences — Application — Display........................................................................410
Preferences — Application — Input Settings..............................................................410
Preferences — Application — Font Fallback...............................................................411
Preferences — Application — Undo...........................................................................412
Preferences — Application — Open and Save...........................................................412
Preferences — Application — XTensions Manager....................................................413
Preferences — Application — Sharing........................................................................413
Preferences — Application — Fonts...........................................................................413
Preferences — Application — File List........................................................................413
Preferences — Application — Default Path................................................................413
Preferences — Application — EPS..............................................................................414
Preferences — Application — Full Res Preview..........................................................414
Preferences — Application — Browsers......................................................................414
Preferences — Application — Index...........................................................................415
Preferences — Application — Job Jackets.................................................................415
Preferences — Application — PDF.............................................................................416
Preferences — Application — PSD Import..................................................................416
Preferences — Application — Placeholders................................................................416
Preferences — Application — SpellCheck..................................................................417
Preferences — Application — Fraction/Price..............................................................417
Preferences — Application — Picture Effects.............................................................418
Project preferences.............................................................................................418
Preferences — Project — General...............................................................................418
Layout preferences.............................................................................................418
Preferences — Layout — General...............................................................................419
Preferences — Layout — Measurements....................................................................420
Preferences — Layout — Paragraph...........................................................................420
Preferences — Layout — Character............................................................................422
Preferences — Layout — Tools...................................................................................423
Preferences — Layout — Trapping.............................................................................424
Preferences — Layout — Guides and Grid.................................................................425
Preferences — Layout — Color Manager....................................................................425
Preferences — Layout — Layers..................................................................................426
Preferences — Layout — Presentation........................................................................427
Preferences — Layout — SWF....................................................................................427
Legal notices.................................................................................428
A GUIDE TO QUARKXPRESS 8.5 | xv

ABOUT THIS GUIDE

About this guide
You do not need to read the QuarkXPress® documentation from beginning to end. Instead,
use this guide to quickly look up information, find out what you need to know, and get
on with your work.

What we're assuming about you

In writing this guide, we assume that you are familiar with your computer and know how
to:
• Launch an application
• Open, save, and close files
• Use menus, dialog boxes, and palettes
• Work within a networked computing environment
• Use the mouse, keyboard commands, and modifier keys
Consult the documentation provided with your computer or other resources if you need
more information in any of these areas.

Where to go for help

If you're new to QuarkXPress, or if you want to explore one of its other longstanding
features, consult the following resources:
• 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.
16 | A GUIDE TO QUARKXPRESS 8.5
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
A GUIDE TO QUARKXPRESS 8.5 | 17
ABOUT THIS GUIDE
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.
18 | A GUIDE TO QUARKXPRESS 8.5

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.
THE USER INTERFACE

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.
A GUIDE TO QUARKXPRESS 8.5 | 19
THE USER INTERFACE
•
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.
•
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.

Menus

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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• 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.

File menu

The File menu enables you to manipulate electronic files in a number of ways, including
the ability to create, open, print, and save. This menu includes the following commands:
• New: Choose an option from the New submenu to create a project. If you choose New
Project from Ticket, you can select a Job Ticket from which you can create the project.
You can also use this submenu to create new libraries and books.
• 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."
• 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.
• 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.
• 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).
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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.
• 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.
• Alignment: Lets you align active paragraphs to the left, right, or center. Also lets you
justify or force-justify selected paragraphs.
• 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.
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• 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.
• 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.
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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.
• 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.
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• 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.
• 2-position Rollovers (Web layouts only): Apply a 2-position rollover to an item so that the
image in one or more other boxes will change when the mouse pointer is over the rollover
box.

Page menu

The Page menu includes commands for inserting, deleting, and moving pages; working
with guides, grids, and sections; navigating through pages, and more.
• Insert: Lets you add new pages.
• Delete: Lets you delete pages.
• Move: Lets you move a page to a different location.
• Master Guides and Grid: Lets you modify the placement of page guides and design grids
on master pages.
• Page Properties (Web layouts only): Lets you modify the page properties of a Web layout.
• Section: Lets you change the numbering system for a layout or a range of pages in a layout.
• Previous: Navigates to the preceding page.
• Next: Navigates to the following page.
• First: Navigates to the first page.
• Last: Navigates to the last page.
• Go to: Lets you navigate to a particular page.
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• Display: Lets you display a page or a master page.
• Preview HTML (Web layouts only): Generates an HTML preview and displays it in a Web
browser.
• Preview SWF (Interactive layouts only): Generates a preview and displays it in a Web browser.

Layout menu

The Layout menu includes commands for working with and navigating to layouts.
• New: Lets you add a new layout.
• Duplicate: Lets you duplicate one layout to copy its items and content to another.
• Delete: Lets you remove a layout.
• New/Edit Layout Specification: Lets you create or modify Job Jackets properties for a
layout.
• Layout Properties: Lets you modify layout properties such as name, type, and size.
• Advanced Layout Properties: Lets you modify sharing properties of a layout.
• Previous: Activates the layout tab that was active prior to the current layout.
• Next: Activates the layout tab that is positioned to the immediate right of the active layout.
• First: Activates the far-left layout tab.
• Last: Activates the far-right layout tab.
• Go to: Lets you activate a specific layout and then choose the layout from the submenu.

Table menu

The Table menu includes commands for adding rows and columns to tables, modifying
table attributes, converting tables, and more.
• Insert: Lets you add a row or column to a table.
• Select: Lets you select a pattern of rows and columns or other table elements. This makes
it easy to apply alternating formatting — such as shading every other row.
• Delete: Lets you delete a selection from the table.
• Combine Cells: Lets you combine a rectangular selection of adjacent table cells — including
entire rows or columns — into a single cell.
• Table Break: Lets you continue a table in another location. The table break is the maximum
size the table can reach before it splits into two linked tables.
• Make Separate Tables: Lets you sever the link between continued tables so each table
becomes completely separate. This prevents changes to one portion of the table from
affecting all the continued tables.
• Repeat As Header: Lets you specify a header row to repeat automatically in continued
instances of a table.
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