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QuarkXPress - 9.3
User Manual
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User Manual
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User Manual [fr]
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Table of contents
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Quark QuarkXPress - 9.3 User Manual

A Guide to QuarkXPress 9.3

CONTENTS

Contents
About this guide.............................................................................18
What we're assuming about you..........................................................................18
Where to go for help............................................................................................18
Conventions..........................................................................................................19
Technology note...................................................................................................19
The user interface...........................................................................21
Tools......................................................................................................................21
Web tools..............................................................................................................24
Menus...................................................................................................................24
QuarkXPress menu (Mac OS only).................................................................................25
File menu.......................................................................................................................25
Edit menu......................................................................................................................26
Style menu.....................................................................................................................28
Item menu.....................................................................................................................30
Page menu....................................................................................................................32
Layout menu..................................................................................................................32
Table menu...................................................................................................................33
View menu.....................................................................................................................34
Utilities menu.................................................................................................................35
Window menu...............................................................................................................36
Help menu ....................................................................................................................38
Context menus......................................................................................................38
Palettes.................................................................................................................38
Tools palette.................................................................................................................39
Measurements palette...................................................................................................39
Page Layout palette......................................................................................................40
Style Sheets palette.......................................................................................................41
Conditional Styles palette.............................................................................................42
Colors palette................................................................................................................42
Shared Content palette.................................................................................................43
Trap Information palette...............................................................................................43
Lists palette...................................................................................................................43
App Studio palette........................................................................................................44
Profile Information palette.............................................................................................44
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Callout Styles palette....................................................................................................45
Glyphs palette...............................................................................................................45
Grid Styles palette.........................................................................................................45
Blio Table of Contents palette......................................................................................46
Reflow Tagging palette.................................................................................................46
Reflow Table of Contents palette..................................................................................46
Hyperlinks palette.........................................................................................................46
Index palette.................................................................................................................47
Interactive palette.........................................................................................................48
Layers palette................................................................................................................48
Picture Effects palette...................................................................................................48
Guides palette...............................................................................................................49
Item Styles palette.........................................................................................................49
PSD Import palette........................................................................................................49
Scale palette..................................................................................................................49
Palette groups and palette sets............................................................................49
Layout controls.....................................................................................................50
Views and view sets..............................................................................................51
Splitting a window.........................................................................................................51
Creating a window........................................................................................................52
Using Story Editor view.................................................................................................52
View sets........................................................................................................................53
Projects and layouts........................................................................56
Working with projects..........................................................................................56
Options for Print layouts................................................................................................57
Options for Web layouts...............................................................................................57
Saving and naming a QuarkXPress project...................................................................58
Exporting layouts and projects......................................................................................58
Working with layouts............................................................................................58
Working with guides.............................................................................................60
Column and margin guides...........................................................................................60
Ruler guides..................................................................................................................61
Snapping to guides.......................................................................................................61
Undoing and redoing actions................................................................................62
Boxes, lines, and tables...................................................................63
Understanding handles.........................................................................................64
Understanding Bézier shapes...............................................................................66
Working with boxes..............................................................................................67
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CONTENTS
Creating text and picture boxes....................................................................................68
Resizing boxes...............................................................................................................69
Locking box and picture proportions............................................................................69
Reshaping boxes...........................................................................................................70
Adding frames to boxes................................................................................................70
Applying colors to boxes..............................................................................................71
Applying blends to boxes.............................................................................................71
Adding text and pictures to boxes................................................................................72
Changing box type........................................................................................................73
Creating a box from a clipping path.............................................................................73
Working with lines................................................................................................73
Creating lines................................................................................................................73
Line modes for straight lines.........................................................................................74
Resizing lines.................................................................................................................74
Reshaping lines.............................................................................................................75
Controlling line appearance..........................................................................................75
Joining lines..................................................................................................................75
Manipulating items...............................................................................................76
Selecting items..............................................................................................................76
Moving items.................................................................................................................76
Cutting, copying, and pasting items.............................................................................76
Controlling the stacking order of items.........................................................................76
Grouping items.............................................................................................................77
Duplicating items..........................................................................................................78
Spacing and aligning items ..........................................................................................78
Rotating items...............................................................................................................79
Skewing items...............................................................................................................79
Locking and unlocking items.........................................................................................79
Anchoring items and groups in text..............................................................................79
Working with callouts...........................................................................................80
Understanding callouts..................................................................................................80
Creating a callout..........................................................................................................82
Configuring a callout anchor.........................................................................................83
Working with callout styles............................................................................................85
Callouts and runaround.................................................................................................85
Working with tables..............................................................................................86
Drawing a table.............................................................................................................86
Converting text to tables...............................................................................................87
Importing Excel tables...................................................................................................88
Importing Excel charts...................................................................................................90
Adding text and pictures to tables................................................................................90
Editing table text ..........................................................................................................90
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Linking table cells..........................................................................................................91
Formatting tables..........................................................................................................91
Formatting gridlines......................................................................................................91
Inserting and deleting rows and columns.....................................................................93
Combining cells.............................................................................................................93
Manually resizing tables, rows, and columns................................................................93
Converting tables back to text......................................................................................93
Working with tables and groups...................................................................................93
Continuing tables in other locations.............................................................................94
Text and typography.......................................................................99
Editing text...........................................................................................................99
Importing and exporting text...............................................................................99
Import/export filters....................................................................................................100
Importing and exporting text with Unicode options...................................................101
Finding and changing text..................................................................................101
Special character codes...............................................................................................103
Checking spelling................................................................................................104
Auxiliary dictionaries...................................................................................................105
Counting words and characters..........................................................................106
Applying character attributes.............................................................................106
Applying a font............................................................................................................106
Applying type styles....................................................................................................107
Applying color, shade, and opacity.............................................................................108
Applying horizontal or vertical scale...........................................................................108
Applying baseline shift................................................................................................109
Applying paragraph attributes...........................................................................110
Controlling alignment.................................................................................................110
Controlling indentation...............................................................................................111
Controlling leading......................................................................................................112
Controlling space before and after paragraphs..........................................................113
Setting tabs.................................................................................................................113
Controlling widow and orphan lines...........................................................................113
Controlling kerning.............................................................................................114
Kerning manually.........................................................................................................114
Kerning automatically..................................................................................................115
Specifying hyphenation exceptions............................................................................116
Using discretionary hyphens.......................................................................................116
Controlling tracking............................................................................................116
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Tracking manually........................................................................................................117
Editing tracking tables.................................................................................................117
Working with style sheets..................................................................................118
Creating and editing paragraph style sheets..............................................................118
Creating and editing character style sheets................................................................120
Applying style sheets..................................................................................................122
Appending style sheets...............................................................................................123
Creating a conditional style.........................................................................................125
Applying a conditional style........................................................................................127
Removing conditional styles........................................................................................128
Using conditional style markers...................................................................................128
Editing a conditional style...........................................................................................129
Bullets and numbering........................................................................................129
Bullets, numbering, outlines, and style sheets............................................................136
Positioning text in text boxes.............................................................................137
Using baseline grid......................................................................................................137
Aligning text vertically.................................................................................................137
Specifying text inset....................................................................................................137
Controlling font usage........................................................................................138
Converting text to boxes....................................................................................138
Using text runaround..........................................................................................138
Running text around all sides of an item.....................................................................139
Running text around lines and text paths....................................................................139
Running text around text boxes .................................................................................139
Running text around pictures......................................................................................140
Editing a runaround path............................................................................................141
Working with text paths.....................................................................................142
Creating drop caps.............................................................................................142
Creating rules above and below paragraphs......................................................143
Using anchored boxes.........................................................................................143
Anchoring boxes and lines in text...............................................................................143
Cutting, copying, pasting, and deleting anchored boxes and lines...........................144
Unanchoring boxes and lines......................................................................................144
Working with OpenType fonts...........................................................................144
Applying OpenType styles..........................................................................................144
Using ligatures.............................................................................................................146
Working with the Glyphs palette........................................................................147
Displaying invisible characters............................................................................148
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Inserting special characters.................................................................................148
Inserting spaces...........................................................................................................148
Specifying character language............................................................................148
Using font fallback..............................................................................................149
Importing and exporting text with Unicode options..........................................149
Working with font mapping rules.......................................................................149
Working with design grids..................................................................................150
Understanding design grids........................................................................................150
Design grid basics.......................................................................................................152
Using design grids.......................................................................................................161
Working with hanging characters.......................................................................163
Creating hanging character classes.............................................................................165
Creating hanging character sets ................................................................................166
Applying hanging character sets.................................................................................166
Pictures.........................................................................................167
Understanding pictures.......................................................................................167
Supported picture file types...............................................................................168
Working with pictures.........................................................................................169
Importing a picture......................................................................................................169
Moving pictures...........................................................................................................169
Resizing pictures..........................................................................................................170
Cropping pictures.......................................................................................................170
Coloring and shading pictures....................................................................................170
Flipping pictures..........................................................................................................170
Listing, verifying status of, and updating pictures.......................................................171
Specifying background colors for pictures..................................................................171
Maintaining picture attributes.....................................................................................171
Working with clipping paths...............................................................................171
Creating clipping paths...............................................................................................172
Using embedded clipping paths.................................................................................173
Manipulating clipping paths........................................................................................173
Creating special effects with clipping paths................................................................174
Working with PSD pictures.................................................................................175
Preparing PSD files......................................................................................................176
Working with PSD channels.........................................................................................177
Working with PSD paths..............................................................................................178
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Printing with PSD Import.............................................................................................178
Using picture effects...........................................................................................179
Removing and deleting picture effects.......................................................................180
Displaying effects at full resolution.............................................................................180
Picture Effects: Filters..................................................................................................180
Picture Effects: Adjustments........................................................................................181
Saving and loading Picture Effects presets.................................................................182
Reviewing Picture Effects usage..................................................................................183
Saving picture files......................................................................................................183
Color, opacity, and drop shadows................................................184
Understanding color...........................................................................................184
Understanding spot and process colors......................................................................184
Working with colors............................................................................................185
The Colors palette.......................................................................................................185
The Colors dialog box.................................................................................................185
Creating a color...........................................................................................................186
Editing a color.............................................................................................................187
Duplicating a color......................................................................................................187
Deleting a color...........................................................................................................187
Importing colors from another article or project.........................................................187
Changing all instances of one color to another color.................................................187
Applying color, shade, and blends.............................................................................188
Applying color and shade to text................................................................................188
Applying color and shade to lines...............................................................................188
Working with opacity..........................................................................................189
Specifying opacity.......................................................................................................189
Specifying opacity for groups.....................................................................................189
Creating blends with transparency..............................................................................190
Color management..............................................................................................190
Source setups and output setups................................................................................190
The color management experience for users..............................................................190
Working with source setups and output setups from a color expert..........................192
Working in a legacy color management environment................................................192
Proofing color on screen (soft proofing)......................................................................193
Color management for experts...................................................................................194
Creating an output setup............................................................................................194
Managing profiles.......................................................................................................195
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Applying drop shadows..............................................................................................197
Customizing drop shadows.........................................................................................197
Incorporating drop shadows with items......................................................................197
Document construction.................................................................199
Using automatic page numbering.......................................................................199
Creating an automatic text box..........................................................................199
Working with master pages................................................................................200
Creating a master page...............................................................................................200
Applying master pages...............................................................................................204
Updating master pages...............................................................................................204
Master pages and layout families................................................................................205
Working with layers............................................................................................205
Understanding layers...................................................................................................206
Creating layers............................................................................................................206
Selecting layers...........................................................................................................206
Determining which layer an item is on........................................................................208
Deleting layers............................................................................................................208
Changing layer options...............................................................................................208
Moving items to a different layer................................................................................209
Changing the stacking order of layers........................................................................209
Layers and text runaround...........................................................................................210
Duplicating layers........................................................................................................210
Merging layers.............................................................................................................211
Using master pages with layers...................................................................................211
Using PDF layers.........................................................................................................212
Working with lists...............................................................................................213
Preparing for lists.........................................................................................................213
Creating a list..............................................................................................................213
Importing lists from another document.......................................................................214
Navigating with lists....................................................................................................214
Building lists................................................................................................................215
Updating lists..............................................................................................................215
Working with lists in books..........................................................................................215
Working with indexes.........................................................................................216
Specifying the index marker color...............................................................................216
Creating index entries.................................................................................................217
Creating cross-references............................................................................................219
A GUIDE TO QUARKXPRESS 9.3 | ix
CONTENTS
Specifying the punctuation used in an index..............................................................220
Building an index.........................................................................................................221
Editing final indexes....................................................................................................222
Working with books............................................................................................223
Creating books............................................................................................................224
Working with chapters.................................................................................................224
Controlling page numbers..........................................................................................226
Synchronizing chapters...............................................................................................227
Printing chapters.........................................................................................................228
Creating indexes and tables of contents for books....................................................229
Working with libraries.........................................................................................229
Creating libraries.........................................................................................................230
Adding library entries..................................................................................................230
Retrieving library entries..............................................................................................231
Manipulating library entries.........................................................................................231
Working with labels.....................................................................................................231
Saving libraries............................................................................................................232
Output...........................................................................................233
Printing layouts...................................................................................................233
Updating picture paths................................................................................................233
Setting Print dialog box controls.................................................................................234
Print dialog box...........................................................................................................235
Printing color separations............................................................................................240
Printing color composites............................................................................................241
Exporting layouts................................................................................................242
Exporting a layout in EPS format.................................................................................243
Exporting a layout in PDF format................................................................................243
Creating a PostScript file.............................................................................................245
Using Collect for Output.....................................................................................245
Working with output styles................................................................................247
Working with trapping........................................................................................247
Understanding flattening and production issues................................................248
Collaboration and single-sourcing.................................................249
Working with shared content.............................................................................249
Sharing and synchronizing content.............................................................................251
Understanding synchronization options......................................................................252
Placing a synchronized item........................................................................................253
Placing synchronized content......................................................................................253
Importing content into the shared content library......................................................253
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CONTENTS
Understanding Composition Zones............................................................................254
Creating a Composition Zones item...........................................................................259
Placing a Composition Zones item..............................................................................261
Sharing a composition layout......................................................................................263
Using Collaboration Setup..................................................................................271
Linking to other projects.............................................................................................271
Viewing information about linkable composition layouts ..........................................272
Importing and managing shared content....................................................................272
Specifying update options..........................................................................................273
Interactive layouts.........................................................................274
Understanding Interactive layouts......................................................................274
Types of Interactive layouts.........................................................................................275
Types of objects..........................................................................................................275
Creating interactive building blocks...................................................................283
Creating a Presentation layout....................................................................................283
Creating an object.......................................................................................................284
Configuring an SWF object.........................................................................................285
Working with Animation objects.................................................................................288
Working with Button objects.......................................................................................294
Image Sequence layouts, Button layouts, and Shared Content..................................298
Working with menus....................................................................................................298
Configuring a Text Box object....................................................................................303
Working with transitions..............................................................................................304
Working with pages in Interactive layouts...................................................................305
Working with keyboard commands.............................................................................307
Configuring Interactive preferences............................................................................308
Working with actions..........................................................................................308
Assigning actions........................................................................................................309
Action reference..........................................................................................................309
Working with events...........................................................................................317
Configuring user events..............................................................................................318
Working with scripts...........................................................................................320
Creating a script..........................................................................................................320
Using conditional statements......................................................................................321
Running a script ..........................................................................................................324
Exporting and importing scripts..................................................................................325
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Previewing and exporting Interactive layouts....................................................325
Previewing a Presentation layout................................................................................325
Checking interactive object usage..............................................................................326
Exporting a Presentation layout..................................................................................326
Configuring export settings........................................................................................326
Working with expressions...................................................................................327
Understanding expressions.........................................................................................327
Using the Expression Editor dialog box......................................................................331
eBooks...........................................................................................334
Working with Reflow view..................................................................................334
Creating reflow articles................................................................................................336
Mapping style sheets to Reflow tags..........................................................................339
Adding content to a reflow article...............................................................................340
Splitting a reflow component......................................................................................341
Reordering components in a reflow article.................................................................341
Editing content in Reflow view....................................................................................341
Updating content in Reflow view................................................................................344
Adding interactivity to ePub eBooks..................................................................345
Adding audio to an ePub eBook.................................................................................345
Adding video to an ePub eBook.................................................................................346
Adding interactivity to Blio eBooks....................................................................346
Adding a slideshow to a Blio eBook...........................................................................347
Adding video to a Blio eBook.....................................................................................348
Adding HTML to a Blio eBook....................................................................................348
Adding a URL link to a picture box in a Blio eBook....................................................349
Creating a TOC for ePub or Kindle.....................................................................349
Creating a TOC for Blio.......................................................................................349
Working with eBook metadata...........................................................................350
Exporting for ePub.............................................................................................351
Specifying CSS for ePub export..................................................................................352
Exporting for Kindle...........................................................................................353
Job Jackets...................................................................................356
Understanding Job Jackets.................................................................................356
What are Job Jackets?................................................................................................357
The structure of Job Jackets.......................................................................................357
Working with Job Jackets...................................................................................363
Basic mode and advanced mode................................................................................363
Creating Job Jackets files...........................................................................................364
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Creating a Job Ticket template...................................................................................368
Adding a layout definition to a Job Ticket: Advanced mode.....................................373
Applying a Job Ticket template to a project...............................................................374
Applying a layout definition to a project.....................................................................377
Collaborating with shared Job Jackets.......................................................................377
Exporting and importing Job Tickets..........................................................................380
The default Job Jackets file................................................................................381
Editing the default Job Ticket template: File menu....................................................381
Editing the default Job Ticket template: Utilities menu..............................................381
Editing the default Job Jackets file.............................................................................382
Working with Resources: Advanced mode.........................................................382
Configuring Resources: Advanced mode....................................................................383
Specifying the location of Resources: Advanced mode..............................................384
Working with Layout Specifications....................................................................385
Creating a Layout Specification: Advanced mode......................................................385
Applying a Layout Specification to a layout................................................................386
Working with Output Specifications...................................................................388
Creating an Output Specification: Advanced mode...................................................389
Applying an Output Specification to a layout.............................................................389
Using Output Specifications with Output Job............................................................391
Working with Rules and Rule Sets......................................................................392
Creating Rules: Advanced mode................................................................................393
Adding Rules to a Rule Set: Advanced mode.............................................................395
Applying a Rule Set to a layout...................................................................................396
Evaluating a layout.............................................................................................398
Job Jackets locking.............................................................................................400
Printing with JDF output....................................................................................401
Web layouts..................................................................................403
Working with Web layouts.................................................................................403
Creating a Web layout................................................................................................403
Text boxes in Web layouts..........................................................................................405
Graphic elements in Web layouts...............................................................................407
Converting to and from Web layouts..........................................................................408
Web layout limitations.................................................................................................409
Hyperlinks...........................................................................................................409
Creating a destination.................................................................................................411
Creating an anchor......................................................................................................412
Creating a hyperlink using an existing destination.....................................................412
Creating a hyperlink from scratch...............................................................................413
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Showing links in the Hyperlinks palette.......................................................................413
Formatting hyperlinks..................................................................................................413
Editing and deleting destinations...............................................................................414
Editing and deleting anchors......................................................................................414
Editing and deleting hyperlinks...................................................................................414
Navigating using the Hyperlinks palette.....................................................................414
Rollovers.............................................................................................................415
Creating a basic rollover.............................................................................................415
Editing and deleting basic rollovers............................................................................416
Switching between rollover images in the layout........................................................416
Removing a target from a two-position rollover box..................................................417
Unlinking a two-position rollover................................................................................417
Image maps.........................................................................................................417
Forms..................................................................................................................418
Creating a form box....................................................................................................419
Adding a text, password, or hidden field control.......................................................420
Adding an image button control.................................................................................421
Adding pop-up menu and list controls.......................................................................422
Adding a group of radio button controls ...................................................................422
Adding a check box control .......................................................................................423
Adding a file submission control ................................................................................423
Menus.................................................................................................................424
Working with standard menus.....................................................................................424
Tables in Web layouts.........................................................................................429
Meta tags............................................................................................................430
Creating a meta tag set...............................................................................................430
Specifying a meta tag set for a Web page .................................................................431
Previewing Web pages.......................................................................................431
Specifying additional browsers for preview ...............................................................432
Exporting Web pages.........................................................................................432
Preparing for export ...................................................................................................432
Exporting a Web page ...............................................................................................432
Working with multiple languages..................................................435
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XTensions software.......................................................................437
Working with XTensions modules.......................................................................437
Installing XTensions modules......................................................................................437
Enabling and disabling XTensions modules................................................................437
Working with XTensions sets.......................................................................................438
Custom Bleeds XTensions software....................................................................438
Using Custom Bleeds..................................................................................................439
Using Clip at Bleed Edge............................................................................................439
DejaVu XTensions software................................................................................439
Drop Shadow XTensions software......................................................................440
Full Resolution Preview XTensions software......................................................441
Guide Manager Pro XTensions software............................................................442
Using the Guides palette.............................................................................................442
Guides palette menu...................................................................................................443
Creating guides with Guide Manager Pro...................................................................444
Creating grids with Guide Manager Pro.....................................................................445
Creating bleed and safety guides...............................................................................448
HTML Text Import XTensions software..............................................................450
Item Find/Change XTensions software...............................................................450
Using the Item Styles palette......................................................................................452
Creating Item Styles....................................................................................................453
Checking Item Style usage..........................................................................................454
OPI XTensions software......................................................................................455
Targeting an imported picture for OPI exchange.......................................................455
Activating OPI for a layout..........................................................................................455
Creating OPI comments for print, EPS, and PDF........................................................456
PDF Filter XTensions software...........................................................................456
Importing a PDF file into a picture box.......................................................................456
Scale XTensions software...................................................................................457
Scissors XTensions software...............................................................................458
Script XTensions software..................................................................................459
Box Tools submenu.....................................................................................................459
Grid submenu..............................................................................................................460
Images submenu.........................................................................................................460
Picture Box submenu..................................................................................................460
Printing submenu........................................................................................................460
Saving submenu..........................................................................................................460
Special submenu.........................................................................................................461
Stories submenu..........................................................................................................461
Tables submenu..........................................................................................................461
Typography submenu.................................................................................................461
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Shape of Things XTensions software..................................................................462
Using the Star Box tool...............................................................................................462
Super Step and Repeat XTensions software.......................................................462
Using Super Step and Repeat.....................................................................................462
Table Import XTensions software.......................................................................463
Type Tricks..........................................................................................................464
Make Fraction..............................................................................................................464
Make Price...................................................................................................................464
Word Space Tracking..................................................................................................465
Line Check...................................................................................................................465
Custom Underline.......................................................................................................466
Word 6–2000 Filter.............................................................................................466
WordPerfect Filter .............................................................................................466
Cloner XTensions software.................................................................................467
ImageGrid XTensions software...........................................................................468
Linkster XTensions software...............................................................................470
ShapeMaker XTensions software........................................................................471
ShapeMaker Waves tab...............................................................................................472
ShapeMaker Polygons tab..........................................................................................473
ShapeMaker Spirals tab...............................................................................................474
ShapeMaker Rectangles tab........................................................................................475
ShapeMaker Presets tab..............................................................................................476
Other XTensions modules...................................................................................477
Preferences...................................................................................479
Understanding preferences................................................................................479
Nonmatching Preferences alert...................................................................................479
Changes to QuarkXPress preferences.........................................................................480
What's in the preferences files....................................................................................480
Application preferences......................................................................................481
Preferences — Application — Display........................................................................482
Preferences — Application — Input Settings..............................................................482
Preferences — Application — Font Fallback...............................................................483
Preferences — Application — Undo...........................................................................484
Preferences — Application — Open and Save...........................................................484
Preferences — Application — XTensions Manager....................................................485
Preferences — Application — Sharing........................................................................485
Preferences — Application — Fonts...........................................................................485
Preferences — Application — File List........................................................................485
Preferences — Application — Default Path................................................................485
Preferences — Application — Full Res Preview..........................................................486
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Preferences — Application — Browsers......................................................................486
Preferences — Application — Index...........................................................................486
Preferences — Application — Job Jackets.................................................................487
Preferences — Application — PDF.............................................................................487
Preferences — Application — PSD Import..................................................................488
Preferences — Application — Placeholders................................................................488
Preferences — Application — SpellCheck..................................................................488
Preferences — Application — Fraction/Price..............................................................489
Preferences — Application — Picture Effects.............................................................489
Project preferences.............................................................................................490
Preferences — Project — General...............................................................................490
Layout preferences.............................................................................................490
Preferences — Layout — General...............................................................................490
Preferences — Layout — Measurements....................................................................491
Preferences — Layout — Paragraph...........................................................................492
Preferences — Layout — Character............................................................................493
Preferences — Layout — Tools...................................................................................495
Preferences — Layout — Trapping.............................................................................495
Preferences — Layout — Guides and Grid.................................................................495
Preferences — Layout — Color Manager....................................................................496
Preferences — Layout — Layers..................................................................................497
Preferences — Layout — Presentation........................................................................497
Preferences — Layout — SWF....................................................................................498
Legal notices.................................................................................499
A GUIDE TO QUARKXPRESS 9.3 | xvii

ABOUT THIS GUIDE

About this guide

What we're assuming about you

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.
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.
18 | A GUIDE TO QUARKXPRESS 9.3

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.
ABOUT THIS GUIDE

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 support, including support for TrueType®, OpenType®, and Unicode®. Designers can use PANTONE® (the PANTONE MATCHING SYSTEM®), Hexachrome®, Trumatch®, Focoltone®, DIC®, and Toyo to add color to page
layouts.
QuarkXPress acts as a hub for collaborative publishing environments because it allows
you to import and export content in multiple file formats, and to share design components with other users. You can import files from applications such as Microsoft® Word, Microsoft Excel®, 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
A GUIDE TO QUARKXPRESS 9.3 | 19
ABOUT THIS GUIDE
custom modules for QuarkXPress. QuarkXTensions® (Quark® XTensions software) also
provide a modular approach for meeting your particular publishing needs. And if you can write AppleScript® scripts, you can use this scripting language from Apple® to automate
many QuarkXPress activities.
20 | A GUIDE TO QUARKXPRESS 9.3

The user interface

Skimming through the QuarkXPress user interface, you will find that many commands
are familiar or self-explanatory. Once you become familiar with QuarkXPress menus and
dialog boxes, you will discover that keyboard commands and palettes offer convenient
access to features that you can also access through menus.

Tools

THE USER INTERFACE
The Tools palette
The Tools palette includes the following controls:
•
Use the Item tool to select, move, resize, and reshape items (boxes, lines, text paths,
and groups). When the Item tool is not selected, you can press Command/Ctrl to
temporarily access the Item tool.
•
Use the Text Content tool to draw text boxes and work with text in boxes.
•
Use the Picture Content tool to draw picture boxes and work with pictures in boxes.
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THE USER INTERFACE
•
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."
22 | A GUIDE TO QUARKXPRESS 9.3
THE USER INTERFACE
To pan the layout while a Pen tool is selected, press Shift+Space and then click and drag.
To add text to a line or path, select the Text Content tool and double-click the line or
path.
For more information about Composition Zones, see "Creating a Composition Zones item."
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
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THE USER INTERFACE

Web tools

The Web Tools palette lets you work with Web layouts.
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.
24 | A GUIDE TO QUARKXPRESS 9.3
THE USER INTERFACE

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:
• 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.
• Check for Updates: Use this command to check for updates to QuarkXPress.
• Quark Update Settings: Use this command to configure automatic update settings.
• 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.
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THE USER INTERFACE
• 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, layouts, and a variety of other
types of resources from another file.
• Export: Use this option to export a layout as another file type or version.
You cannot open files saved in QuarkXPress 9.1 or later directly in QuarkXPress 9.0.
However, you can export a project in QuarkXPress 9.0 format with the File > Export >
Layouts as Project command.
• Collect for Output: Use this option to copy a file, an output report, and selected resources
into one folder.
• 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.
• Show Clipboard: Displays the contents of the clipboard.
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• 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."
• Conditional Styles: Lets you add, edit, and delete conditional styles. For more information,
see "Working with conditional styles."
• 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."
• Bullet, Numbering, and Outline Styles: Lets you add, edit, and delete bullet, numbering,
and outline styles. For more information, see "Bullets and numbering."
• 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.
• Callout Styles: Lets you add, edit, and delete callout styles. For more information, see
"Working with callouts."
• 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.
A GUIDE TO QUARKXPRESS 9.3 | 27
THE USER INTERFACE

Style menu

• 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).
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.
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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.
• 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.
• 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.
A GUIDE TO QUARKXPRESS 9.3 | 29
THE USER INTERFACE
Style menu for lines

Item menu

• Picture Effects: Displays a submenu that lets you apply picture adjustments and filters to
the selected picture.
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.
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.
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