Quark QuarkXPress 2020 User manual

A Guide to QuarkXPress 2020

2020/12/01

A GUIDE TO QUARKXPRESS 2020 | I
Contents 
About this guide .......................................................................... 1 
What we’re assuming about you....................................................................... 1 
Where to go for help ........................................................................................ 1 
Conventions ...................................................................................................... 1 
Technology note................................................................................................ 2 
The user interface ........................................................................ 3 
Tools.................................................................................................................. 4 
Scissors tool .............................................................................................................. 7 
Starburst tool ............................................................................................................ 7 
ShapeMaker tools ..................................................................................................... 8 
Menus ............................................................................................................. 26 
QuarkXPress menu (macOS only) ........................................................................... 26 
File menu ................................................................................................................ 27 
Edit menu................................................................................................................ 28 
Style menu .............................................................................................................. 30 
Item menu............................................................................................................... 33 
Page menu.............................................................................................................. 34 
Layout menu ........................................................................................................... 34 
Table menu ............................................................................................................. 35 
View menu .............................................................................................................. 36 
Utilities menu .......................................................................................................... 38 
Window menu......................................................................................................... 40 
Help menu .............................................................................................................. 41 
Context menus................................................................................................ 42 
Palettes ........................................................................................................... 42 
Articles palette........................................................................................................ 44 
Advanced Image Control palette ........................................................................... 44 
Books palette.......................................................................................................... 44 
Callout Styles palette.............................................................................................. 45 
Colors palette ......................................................................................................... 45 
Conditional Styles palette....................................................................................... 45 
Content palette....................................................................................................... 45 
Content Variables palette ....................................................................................... 46 
Flex Layout Blocks .................................................................................................. 46 

Flex Object Browser palette ................................................................................... 47 
Flex Page Builder palette........................................................................................ 48 
Footnote Styles palette........................................................................................... 49 
Glyphs palette......................................................................................................... 50 
Gradients palette .................................................................................................... 50 
Grid Styles palette .................................................................................................. 51 
Guides palette ........................................................................................................ 51 
HTML5 Palette ........................................................................................................ 51 
Hyperlinks palette ................................................................................................... 52 
Image Editing palette ............................................................................................. 52 
Index palette........................................................................................................... 52 
Item Styles palette .................................................................................................. 53 
JavaScript palette ................................................................................................... 53 
JavaScript Debugger palette.................................................................................. 54 
Layers palette.......................................................................................................... 54 
Lists palette............................................................................................................. 55 
Measurements palette ............................................................................................ 55 
Page Layout palette................................................................................................ 61 
Proﬁle Information palette ...................................................................................... 62 
Redline palette........................................................................................................ 62 
Scale palette ........................................................................................................... 63 
Style Sheets palette ................................................................................................ 63 
Table Styles palette................................................................................................. 63 
Text Shading Styles palette..................................................................................... 64 
Tools palette ........................................................................................................... 65 
Palette groups and palette sets .............................................................................. 65 
Layout controls ............................................................................................... 66 
Views and view sets........................................................................................ 67 
Splitting a window .................................................................................................. 67 
Creating a window.................................................................................................. 68 
Using Story Editor view........................................................................................... 68 
View sets ................................................................................................................. 69 
Projects and layouts................................................................... 71 
Working with projects..................................................................................... 71 
Options for Print layouts ......................................................................................... 72 
Layout Level Bleed.................................................................................................. 73 
Creating a project from an IDML ﬁle ...................................................................... 78 
Convert InDesign ﬁles to QuarkXPress Projects ..................................................... 79 
Saving and naming a QuarkXPress project............................................................. 84 
Exporting layouts and projects ............................................................................... 85 
Custom page size ................................................................................................... 85 
Working with layouts ...................................................................................... 86 
Project-level and layout-level resources.................................................................. 87 
Adaptive scaling ..................................................................................................... 88 
II | A GUIDE TO QUARKXPRESS 2020

Working with guides....................................................................................... 90 
Column and margin guides .................................................................................... 90 
Ruler guides ............................................................................................................ 90 
Snapping to guides................................................................................................. 91 
Dynamic Guides...................................................................................................... 91 
Undoing and redoing actions.......................................................................... 92 
Native QuarkXPress objects ...................................................... 93 
Convert an existing item to a native QuarkXPress object.............................. 93 
Import an object as a native QuarkXPress object .......................................... 94 
Content variables ....................................................................... 96 
Edit content variables ..................................................................................... 97 
Create a custom content variable ................................................................... 98 
Insert a content variable ............................................................................... 100 
Boxes, lines, and tables............................................................ 101 
Understanding items and content................................................................. 101 
Understanding handles ................................................................................. 102 
Understanding Bézier shapes ....................................................................... 103 
Drop Shadows............................................................................................... 106 
Item Find/Change ......................................................................................... 107 
Integration of Custom Border Styles with Item Find/Change ...................... 108 
Working with boxes ...................................................................................... 108 
Creating text and picture boxes ........................................................................... 109 
9-Point Reference Grid ......................................................................................... 110 
Resizing boxes ...................................................................................................... 111 
Auto Grow/Shrink Text Boxes ............................................................................... 112 
Locking box and picture proportions.................................................................... 112 
Reshaping boxes................................................................................................... 113 
Adding borders to boxes...................................................................................... 113 
Applying colors to boxes ...................................................................................... 114 
Applying gradients to boxes................................................................................. 114 
Specifying number of columns in text boxes........................................................ 114 
Merging and splitting boxes................................................................................. 115 
Adding text and pictures to boxes ....................................................................... 116 
Changing box type ............................................................................................... 116 
Creating a box from a clipping path..................................................................... 117 
Copying attributes from one box to another........................................................ 117 
Super Step and Repeat......................................................................................... 117 
ShapeMaker .......................................................................................................... 118 
Working with lines ........................................................................................ 124 
Creating lines........................................................................................................ 124 
Line modes for orthogonal lines ........................................................................... 125 
Resizing lines......................................................................................................... 125 
A GUIDE TO QUARKXPRESS 2020 | III

Reshaping lines ..................................................................................................... 125 
Controlling line appearance ................................................................................. 126 
Joining lines .......................................................................................................... 126 
Joining, extending and closing open paths.......................................................... 126 
Copying attributes from one line to another ........................................................ 126 
Manipulating items ....................................................................................... 128 
Selecting items...................................................................................................... 128 
Moving items ........................................................................................................ 128 
Cutting, copying, and pasting items..................................................................... 128 
Controlling the stacking order of items ................................................................ 129 
Grouping items ..................................................................................................... 129 
Duplicating items.................................................................................................. 130 
Spacing and aligning items................................................................................... 130 
Rotating items....................................................................................................... 131 
Skewing items ....................................................................................................... 131 
Locking and unlocking items ................................................................................ 131 
Anchoring items and groups in text...................................................................... 131 
Working with callouts ................................................................................... 132 
Understanding callouts ......................................................................................... 132 
Creating a callout.................................................................................................. 134 
Conﬁguring a callout anchor................................................................................. 135 
Working with callout styles ................................................................................... 136 
Callouts and runaround ........................................................................................ 136 
Working with tables...................................................................................... 137 
Drawing a table..................................................................................................... 137 
Converting text to tables ...................................................................................... 138 
New Table Model with Table Styles ...................................................................... 139 
Importing Excel tables .......................................................................................... 149 
Importing Excel charts .......................................................................................... 151 
Adding text and pictures to tables ....................................................................... 151 
Editing table text .................................................................................................. 151 
Linking table cells ................................................................................................. 152 
Inserting and deleting rows and columns............................................................. 152 
Combining cells .................................................................................................... 153 
Manually resizing tables, rows, and columns ........................................................ 153 
Converting tables back to text.............................................................................. 153 
Working with tables and groups ........................................................................... 153 
Continuing tables in other locations..................................................................... 153 
Text and typography................................................................ 158 
Editing text ................................................................................................... 158 
Preference for Deﬁning Paste Behavior from External Applications..................... 159 
Fit Box to Text feature........................................................................................... 159 
Importing and exporting text ....................................................................... 160 
Importing and exporting text with Unicode options ............................................ 161 
IV | A GUIDE TO QUARKXPRESS 2020

Spring Loading of Text.......................................................................................... 161 
Word Filter.................................................................................................... 161 
Finding and changing text ............................................................................ 163 
Special character codes ........................................................................................ 164 
Working with footnotes and endnotes ......................................................... 165 
Inserting footnotes and endnotes......................................................................... 165 
Footnote/Endnote styles ...................................................................................... 167 
Footnote separators.............................................................................................. 169 
Export Endnotes as Hyperlinks ............................................................................. 171 
Convert Footnotes to Endnotes (and Vice Versa) ................................................. 173 
Checking spelling .......................................................................................... 173 
Auxiliary dictionaries ............................................................................................. 175 
Counting words and characters .................................................................... 175 
Working with grouped characters ................................................................ 177 
Working with non-breaking character sets ................................................... 178 
Format painter .............................................................................................. 178 
Aligning characters on a line......................................................................... 179 
Applying character attributes....................................................................... 181 
Applying a font ..................................................................................................... 182 
Applying font styles .............................................................................................. 182 
Font Management in QuarkXPress ....................................................................... 185 
Choosing a font size ............................................................................................. 190 
Applying type styles.............................................................................................. 190 
Applying color, shade, and opacity ...................................................................... 190 
Applying horizontal or vertical scale ..................................................................... 191 
Applying baseline shift.......................................................................................... 191 
Applying emphasis value ...................................................................................... 191 
Applying text stroke.............................................................................................. 192 
Controlling half-width characters.......................................................................... 193 
Working with font sets .......................................................................................... 193 
Applying multiple character attributes ................................................................. 194 
Applying paragraph attributes ..................................................................... 194 
Controlling alignment ........................................................................................... 194 
Controlling indentation......................................................................................... 197 
Controlling leading ............................................................................................... 198 
Controlling space before and after paragraphs.................................................... 198 
Controlling space between paragraphs using same style .................................... 199 
Controlling column ﬂow........................................................................................ 200 
Keep Option for Column Flow.............................................................................. 205 
Setting tabs........................................................................................................... 205 
Controlling widow and orphan lines ..................................................................... 207 
Working with text shading............................................................................ 207 
Creating and editing text shading styles .............................................................. 207 
Applying text shading........................................................................................... 210 
A GUIDE TO QUARKXPRESS 2020 | V

Controlling kerning ....................................................................................... 211 
Kerning manually .................................................................................................. 211 
Kerning automatically ........................................................................................... 212 
Controlling hyphenation and justiﬁcation ..................................................... 212 
Specifying hyphenation exceptions ...................................................................... 215 
Hyphenation exception ﬁles ................................................................................. 216 
Using discretionary hyphens ................................................................................. 224 
Controlling tracking ...................................................................................... 224 
Tracking manually ................................................................................................. 225 
Editing tracking tables .......................................................................................... 225 
Sending................................................................................................................. 225 
Working with style sheets............................................................................. 225 
Creating and editing paragraph style sheets........................................................ 226 
Creating and editing character style sheets.......................................................... 228 
Applying style sheets............................................................................................ 230 
Appending style sheets ........................................................................................ 231 
Working with conditional styles.................................................................... 231 
Creating a conditional style .................................................................................. 233 
Applying a conditional style ................................................................................. 235 
Removing conditional styles ................................................................................. 236 
Using conditional style markers ............................................................................ 236 
Editing a conditional style..................................................................................... 237 
Bullets and numbering .................................................................................. 237 
Quick access to Bullets & Numbering .................................................................. 238 
Working with bullet styles..................................................................................... 239 
Working with numbering styles............................................................................. 240 
Greek and Russian Numbering Formats ............................................................... 241 
Working with outline styles................................................................................... 242 
Bullets, numbering, outlines, and style sheets...................................................... 245 
Positioning text in text boxes....................................................................... 246 
Using baseline grid ............................................................................................... 246 
Aligning text vertically .......................................................................................... 247 
Specifying text inset.............................................................................................. 247 
Specifying story direction ..................................................................................... 247 
Controlling font usage .................................................................................. 247 
Converting text to boxes.............................................................................. 248 
Using text runaround.................................................................................... 248 
Running text around all sides of an item............................................................... 248 
Running text around lines and text paths ............................................................. 249 
Running text around text boxes............................................................................ 249 
Running text around pictures................................................................................ 249 
Runaround for Multiple Items (Boxes)................................................................... 250 
Fine-tuning a runaround path ............................................................................... 251 
Editing a runaround path...................................................................................... 252 
VI | A GUIDE TO QUARKXPRESS 2020

Working with text paths ............................................................................... 252 
Creating drop caps........................................................................................ 253 
Creating rules above and below paragraphs................................................ 253 
Using anchored boxes................................................................................... 253 
Anchoring boxes and lines in text......................................................................... 253 
Cutting, copying, pasting, and deleting anchored boxes and lines..................... 254 
External anchors.................................................................................................... 254 
Working with OpenType Styles..................................................................... 254 
Applying OpenType styles.................................................................................... 256 
Using ligatures ...................................................................................................... 260 
Working with OpenType Stylistic Sets .................................................................. 260 
Working with Color Fonts............................................................................. 261 
Working with the Glyphs palette.................................................................. 262 
Displaying invisible characters...................................................................... 265 
Inserting special characters........................................................................... 265 
Inserting spaces .................................................................................................... 265 
Inserting other special characters ......................................................................... 266 
Specifying character language ...................................................................... 266 
Using font fallback ........................................................................................ 266 
Working with font mapping rules ................................................................. 266 
Working with design grids............................................................................ 268 
Understanding design grids.................................................................................. 268 
Design grid basics................................................................................................. 271 
Working with grid styles........................................................................................ 281 
Using design grids ................................................................................................ 283 
Working with rubi text.................................................................................. 285 
Rubi alignment options......................................................................................... 287 
Mono rubi ............................................................................................................. 289 
Rubi base alignment options ................................................................................ 290 
Rubi overhang options.......................................................................................... 291 
Working with hanging characters ................................................................. 293 
Creating hanging character classes ...................................................................... 295 
Creating hanging character sets ........................................................................... 296 
Applying hanging character sets .......................................................................... 296 
Working with Mojigumi sets and classes ...................................................... 296 
Creating and editing Mojigumi character classes................................................. 297 
Creating and editing Mojigumi sets ..................................................................... 297 
Applying Mojigumi sets ........................................................................................ 301 
Character mapping for legacy projects......................................................... 301 
Mapping for projects that use UDA/VDA characters............................................ 301 
Mapping for projects that use custom characters................................................. 303 
Type Tricks..................................................................................................... 303 
Make Fraction ....................................................................................................... 303 
Make Price ............................................................................................................ 304 
A GUIDE TO QUARKXPRESS 2020 | VII

Word Space Tracking ............................................................................................ 304 
Line Check ............................................................................................................ 304 
Custom Underline ................................................................................................. 305 
Hyperlinks ..................................................................................................... 305 
Creating a destination........................................................................................... 307 
Creating an anchor ............................................................................................... 307 
Creating a hyperlink using an existing destination ............................................... 308 
Creating a hyperlink from scratch ......................................................................... 308 
Showing links in the Hyperlinks palette ................................................................ 309 
Formatting hyperlinks ........................................................................................... 309 
Editing and deleting destinations......................................................................... 309 
Editing and deleting anchors................................................................................ 309 
Editing and deleting hyperlinks ............................................................................ 310 
Navigating using the Hyperlinks palette............................................................... 310 
Indic Support............................................................................ 311 
Overview ...................................................................................................... 311 
Text and Typography support....................................................................... 311 
Support for Indic Unicode Fonts................................................................... 311 
Integration with Input Method Editors (IMEs).............................................. 311 
Indic text input ............................................................................................. 312 
Indic text deletion......................................................................................... 312 
OpenType features........................................................................................ 312 
Spell Check.................................................................................................... 313 
Hyphenation.................................................................................................. 313 
Drop Caps  .................................................................................................... 315 
Find/ Change................................................................................................. 315 
Enhanced Glyph palette support .................................................................. 315 
Font grouping, Font fallback, Font Locking, Language locking.................... 316 
Kerning/ Tracking.......................................................................................... 318 
Support for Zero Width Joiner and Zero Width Non-Joiner ........................ 319 
Pictures .................................................................................... 320 
Working with pictures................................................................................... 320 
Importing a picture ............................................................................................... 320 
Spring Loading on Cursor..................................................................................... 321 
Spring Loading Progress Bar ................................................................................ 323 
Moving pictures .................................................................................................... 323 
Resizing pictures ................................................................................................... 324 
Cropping pictures ................................................................................................. 324 
Rotating and skewing pictures.............................................................................. 324 
Coloring and shading pictures.............................................................................. 325 
Flipping pictures ................................................................................................... 325 
Listing, verifying status of, and updating pictures ................................................ 325 
Specifying background colors for pictures............................................................ 325 
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Maintaining picture attributes............................................................................... 325 
Editing the raster image ....................................................................................... 326 
Working with clipping paths ......................................................................... 332 
Creating clipping paths......................................................................................... 332 
Using embedded clipping paths .......................................................................... 333 
Manipulating clipping paths ................................................................................. 333 
Creating special effects with clipping paths ......................................................... 334 
Working with alpha masks ............................................................................ 334 
Working with PSD pictures ........................................................................... 335 
Preparing PSD ﬁles ............................................................................................... 335 
Working with PSD layers....................................................................................... 335 
Working with PSD channels .................................................................................. 336 
Working with PSD paths ....................................................................................... 337 
Printing PSD pictures ............................................................................................ 338 
Improvements in EPS Images........................................................................ 338 
Cross references....................................................................... 339 
Inserting a cross reference............................................................................ 339 
Synchronizing cross references ..................................................................... 341 
Color, opacity, and drop shadows ............................................ 342 
Working with colors ...................................................................................... 342 
The Colors palette ................................................................................................ 342 
The Colors dialog box .......................................................................................... 343 
Creating a color .................................................................................................... 343 
Auto Color Name.................................................................................................. 344 
Creating gradients ................................................................................................ 344 
Editing a color....................................................................................................... 347 
Editing of the Colors............................................................................................. 347 
Duplicating a color................................................................................................ 348 
Deleting a color .................................................................................................... 348 
Adding colors using the color picker tool............................................................. 348 
Importing colors from another article or project................................................... 350 
Changing all instances of one color to another color........................................... 350 
Applying color and shade to text ......................................................................... 351 
Applying color and shade to lines ........................................................................ 351 
Applying transparency blend modes.................................................................... 351 
Working with opacity.................................................................................... 356 
Specifying opacity................................................................................................. 356 
Specifying opacity for groups ............................................................................... 356 
Creating blends with transparency ....................................................................... 356 
Color management........................................................................................ 357 
Source setups and output setups ......................................................................... 357 
The color management experience for users ....................................................... 357 
Working with source setups and output setups from a color expert .................... 358 
A GUIDE TO QUARKXPRESS 2020 | IX

Working in a legacy color management environment .......................................... 359 
Prooﬁng color on screen (soft prooﬁng) ............................................................... 359 
Color management for experts............................................................................. 360 
Creating a source setup ........................................................................................ 360 
Creating an output setup...................................................................................... 361 
Managing proﬁles ................................................................................................. 362 
Working with drop shadows ......................................................................... 363 
Applying drop shadows........................................................................................ 363 
Customizing drop shadows................................................................................... 363 
Incorporating drop shadows with items................................................................ 364 
Custom Bleeds ......................................................................... 365 
Using Custom Bleeds .................................................................................... 365 
Using Clip at Bleed Edge .............................................................................. 366 
Item Styles ............................................................................... 367 
Creating Item Styles ..................................................................................... 367 
Integration of Custom Border Styles with Item Styles  ................................ 369 
Using the Item Styles palette ....................................................................... 369 
Integration of Auto Grow Text Boxes in Item Styles .................................... 370 
Integration of Heterogeneous Borders in Item Styles .................................. 370 
Checking Item Style usage............................................................................ 371 
DejaVu (Windows only) ............................................................ 373 
Document construction ............................................................ 374 
Using automatic page numbering ................................................................. 374 
Creating an automatic text box .................................................................... 374 
Working with master pages.......................................................................... 375 
Creating a master page ........................................................................................ 375 
Applying master pages......................................................................................... 379 
Updating master pages ........................................................................................ 380 
Master pages and layout families ......................................................................... 380 
Variable Page Size................................................................................................. 380 
Duplicate Pages .................................................................................................... 383 
Working with layers ...................................................................................... 384 
Understanding layers ............................................................................................ 385 
Creating layers ...................................................................................................... 386 
Selecting layers ..................................................................................................... 386 
Showing and hiding layers.................................................................................... 386 
Determining which layer an item is on.................................................................. 387 
Deleting layers ...................................................................................................... 387 
Changing layer options......................................................................................... 388 
Moving items to a different layer .......................................................................... 388 
Copying and pasting items between layers.......................................................... 389 
X | A GUIDE TO QUARKXPRESS 2020

Changing the stacking order of layers.................................................................. 389 
Layers and text runaround .................................................................................... 390 
Duplicating layers ................................................................................................. 390 
Merging layers ...................................................................................................... 390 
Locking items on layers......................................................................................... 391 
Using master pages with layers............................................................................. 391 
Suppressing printout of layers .............................................................................. 391 
Using PDF layers ................................................................................................... 392 
Working with lists ......................................................................................... 392 
Preparing for lists .................................................................................................. 392 
Creating a list........................................................................................................ 393 
Importing lists from another document ................................................................ 394 
Navigating with lists.............................................................................................. 394 
Building lists.......................................................................................................... 394 
Updating lists ........................................................................................................ 395 
Last Line Indent in Table of Contents ................................................................... 395 
Working with indexes ................................................................................... 395 
Specifying the index marker color ........................................................................ 396 
Creating index entries........................................................................................... 396 
Creating cross-references ..................................................................................... 398 
Editing an index entry........................................................................................... 399 
Deleting an index entry ........................................................................................ 399 
Specifying the punctuation used in an index........................................................ 400 
Building an index .................................................................................................. 400 
Editing ﬁnal indexes.............................................................................................. 401 
Working with books...................................................................................... 402 
Creating books...................................................................................................... 403 
Working with chapters .......................................................................................... 403 
Controlling page numbers.................................................................................... 405 
Synchronizing chapters ......................................................................................... 406 
Printing chapters................................................................................................... 407 
Generate a PDF from a Book................................................................................ 408 
Creating indexes and tables of contents for books .............................................. 409 
Working with libraries................................................................................... 409 
Creating libraries................................................................................................... 410 
Adding library entries ........................................................................................... 410 
Retrieving library entries ....................................................................................... 411 
Manipulating library entries .................................................................................. 411 
Working with labels............................................................................................... 411 
Saving libraries...................................................................................................... 412 
Guides Palette .............................................................................................. 412 
Using the Guides palette ...................................................................................... 412 
Guides palette menu ............................................................................................ 414 
Creating guides with the Guides palette.............................................................. 414 
A GUIDE TO QUARKXPRESS 2020 | XI

Creating grids with the Guides palette................................................................. 415 
Creating rows and columns .................................................................................. 417 
Creating bleed and safety guides......................................................................... 418 
Scale functionality ......................................................................................... 420 
Cloner functionality....................................................................................... 422 
ImageGrid functionality ................................................................................ 423 
Linkster functionality .................................................................................... 425 
Output...................................................................................... 427 
Printing layouts............................................................................................. 427 
Updating picture paths ......................................................................................... 427 
Setting Print dialog box controls .......................................................................... 427 
Print dialog box..................................................................................................... 429 
Printing color separations ..................................................................................... 434 
Printing color composites ..................................................................................... 435 
Exporting layouts.......................................................................................... 436 
Exporting a layout in EPS format .......................................................................... 436 
Exporting a layout in PDF format.......................................................................... 437 
Tagged PDF (PDF/UA) .......................................................................................... 439 
PDF/A Export enhancement ................................................................................. 440 
Creating a PostScript ﬁle....................................................................................... 441 
Exporting a layout as an image ............................................................................ 441 
Using Collect for Output............................................................................... 444 
Working with output styles........................................................................... 446 
App Studio output styles ...................................................................................... 447 
HTML5 Publication output styles .......................................................................... 448 
Working with trapping.................................................................................. 450 
Understanding ﬂattening and production issues .......................................... 450 
PDF ............................................................................................................... 451 
Importing a PDF ﬁle into a picture box................................................................. 451 
Collaboration and single-sourcing ............................................ 453 
Working with shared content........................................................................ 453 
Sharing and synchronizing content....................................................................... 454 
Understanding synchronization options................................................................ 456 
Placing a synchronized item.................................................................................. 457 
Placing synchronized content ............................................................................... 457 
Importing content into the shared content library................................................ 457 
Working with Composition Zones................................................................. 457 
Understanding Composition Zones ...................................................................... 457 
Creating a Composition Zones item..................................................................... 460 
Placing a Composition Zones item................................................................ 462 
Managing multiple pages in a placed Composition Zones item .......................... 463 
Editing the attributes of a Composition Zones item............................................. 463 
Converting a Composition Zones item to a picture.............................................. 464 
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Unsynchronizing a Composition Zones item......................................................... 464 
Editing a composition layout: Content ......................................................... 464 
Editing the contents of a composition layout............................................... 464 
Unsynchronizing a composition layout.......................................................... 465 
Deleting a composition layout ...................................................................... 465 
Notes........................................................................................ 466 
Creating notes .............................................................................................. 466 
Working with notes....................................................................................... 467 
Opening and closing notes................................................................................... 467 
Showing and hiding notes .................................................................................... 467 
Deleting notes ...................................................................................................... 467 
Converting between notes and text ..................................................................... 467 
Viewing notes by author, date, name, or color ..................................................... 467 
Moving and resizing notes.................................................................................... 468 
Printing notes........................................................................................................ 468 
Notes in PDFs ....................................................................................................... 468 
Redline ..................................................................................... 469 
Tracking changes........................................................................................... 469 
Viewing tracked changes .............................................................................. 470 
Accepting and rejecting changes.................................................................. 470 
Job Jackets .............................................................................. 472 
Understanding Job Jackets........................................................................... 472 
What are Job Jackets?.......................................................................................... 473 
The structure of Job Jackets................................................................................. 473 
Sample Job Jackets workﬂow............................................................................... 477 
Working with Job Jackets............................................................................. 478 
Basic mode and Advanced mode......................................................................... 478 
Creating Job Jackets ﬁles ..................................................................................... 479 
Working with Job Tickets ............................................................................. 483 
Creating a Job Ticket template ............................................................................ 483 
Adding a layout deﬁnition to a Job Ticket: Advanced mode............................... 487 
Applying a Job Ticket template to a project ........................................................ 488 
Applying a layout deﬁnition to a project .............................................................. 491 
Exporting and importing Job Tickets ................................................................... 491 
The default Job Jackets ﬁle .......................................................................... 492 
Editing the default Job Ticket template: File menu ............................................. 492 
Editing the default Job Ticket template: Utilities menu ....................................... 492 
Editing the default Job Jackets ﬁle....................................................................... 493 
Working with Resources: Advanced mode ................................................... 493 
Accessing Resources: Advanced mode ................................................................ 493 
Conﬁguring Resources: Advanced mode ............................................................. 494 
Specifying the location of Resources: Advanced mode ....................................... 495 
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Working with Layout Speciﬁcations.............................................................. 496 
Creating a Layout Speciﬁcation: Advanced mode................................................ 496 
Applying a Layout Speciﬁcation to a layout ......................................................... 497 
Working with Rules and Rule Sets ................................................................ 499 
Creating Rules: Advanced mode .......................................................................... 500 
Adding Rules to a Rule Set: Advanced mode....................................................... 502 
Applying a Rule Set to a layout ............................................................................ 503 
Evaluating a layout ....................................................................................... 504 
Job Jackets locking....................................................................................... 506 
Printing with JDF output .............................................................................. 507 
Working with multiple languages............................................. 509 
Applying a character language ..................................................................... 509 
Changing the program language .................................................................. 510 
XTensions software .................................................................. 511 
Working with XTensions modules ................................................................. 511 
Installing XTensions modules................................................................................ 511 
Enabling and disabling XTensions modules.......................................................... 512 
Working with XTensions sets (Windows only) ....................................................... 512 
Script XTensions software............................................................................. 512 
Box Tools submenu............................................................................................... 513 
Grid submenu ....................................................................................................... 513 
Images submenu................................................................................................... 514 
Picture Box submenu ............................................................................................ 514 
Saving submenu.................................................................................................... 514 
Special submenu................................................................................................... 514 
Stories submenu ................................................................................................... 515 
Tables submenu .................................................................................................... 515 
Typography submenu ........................................................................................... 515 
Preferences .............................................................................. 516 
Understanding preferences  ......................................................................... 516 
Nonmatching Preferences alert ............................................................................ 516 
Changes to QuarkXPress preferences .................................................................. 517 
What’s in the preferences ﬁles .............................................................................. 517 
Application preferences................................................................................ 519 
Preferences — Application — Display .................................................................. 519 
Preferences — Application — Color Theme......................................................... 520 
Preferences — Application — Key Shortcuts........................................................ 520 
Preferences — Application — Input Settings........................................................ 521 
Preferences — Application — Font Fallback ........................................................ 522 
Preferences - Application - Font Management..................................................... 523 
Preferences — Application — Undo ..................................................................... 524 
Preferences — Application — Open and Save ..................................................... 524 
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Preferences — Application — XTensions Manager............................................... 525 
Preferences — Application — Sharing.................................................................. 525 
Preferences — Application — Fonts ..................................................................... 525 
Preferences — Application — Text Highlighting .................................................. 525 
Preferences — Application — East Asian ............................................................. 526 
Preferences — Application — Dynamic Guides Color.......................................... 526 
Preferences — Application — File List.................................................................. 526 
Preferences — Application — Default Path .......................................................... 526 
Preferences — Application — Index ..................................................................... 526 
Preferences — Application — Job Jackets ........................................................... 527 
Preferences — Application — Notes .................................................................... 527 
Preferences — Application — PDF ....................................................................... 528 
Preferences — Application — Redline.................................................................. 528 
Preferences — Application — Spell-Check........................................................... 529 
Preferences — Application — Tables.................................................................... 529 
Preferences — Application — Fraction/Price........................................................ 530 
Project preferences....................................................................................... 530 
Preferences — Project — General ........................................................................ 530 
Layout preferences ....................................................................................... 531 
Preferences — Layout — General......................................................................... 531 
Preferences — Layout — Measurements.............................................................. 532 
Preferences — Layout — Paragraph ..................................................................... 533 
Preferences — Layout — Character...................................................................... 534 
Preferences — Layout — Tools ............................................................................. 536 
Preferences — Layout — Guides and Grid ........................................................... 536 
Preferences — Layout — Grid Cell Fill.................................................................. 537 
Preferences — Layout — Color Manager ............................................................. 537 
Preferences — Layout — Bleed ............................................................................ 538 
Preferences — Layout — Layers ........................................................................... 538 
Contacting Quark..................................................................... 539 
In the Americas ............................................................................................. 539 
Outside the Americas ................................................................................... 539 
Legal notices ............................................................................ 540
A GUIDE TO QUARKXPRESS 2020 | XV

ABOUT THIS GUIDE

A GUIDE TO QUARKXPRESS 2020 | 1

About this guide

You do not need to read the QuarkXPress® documentation from beginning to end.

Instead, use this guide to quickly look up information, ﬁnd out what you need to

know, and get on with your work.

What we’re assuming about you

In writing this guide, we assume that you are familiar with your computer and

know how to:

Launch an application •

Open, save, and close ﬁles •

Use menus, dialog boxes, and palettes •

Work within a networked computing environment •

Use the mouse, keyboard commands, and modiﬁer keys •

Consult the documentation provided with your computer or other resources if you

need more information in any of these areas.

Where to go for help

If you’re new to QuarkXPress, or if you want to explore one of its other

longstanding features, consult the following resources:

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.

Conventions

Formatting conventions highlight information to help you quickly ﬁnd what you

need.

Underline type style: The names of all dialog boxes, ﬁelds, and other controls are •

set in Underline type style. For example: “Click OK.”

ABOUT THIS GUIDE

References: In descriptions of features, parenthetical references guide you in •

accessing those features. For example: “The Find/Change dialog box (Edit

menu) lets you ﬁnd and replace text.”

Arrows: You will often see arrows (>), which map out the menu path to a feature. •

For example: “Choose Edit > Style Sheets to display the Style Sheets dialog

box.”

Icons: Although many tools and buttons are referenced by name, which you can •

see by displaying ToolTips, in some cases icons are shown for easy identiﬁcation.

For example, “Click the button on the Measurements palette to center text.”

Cross-platform issues: This application is quite consistent across operating •

systems. However, some labels, buttons, key combinations, and other aspects of

the application must differ between Mac OS® and Windows® because of user

interface conventions or other factors. In such cases, both the Mac OS and

Windows versions are presented, separated by a slash, with the Mac OS version

presented ﬁrst. For example, if the Mac OS version of a button is labeled Select,

and the Windows version is labeled Browse, you are directed to “Click

Select/Browse.” More complex cross-platform differences are mentioned in

notes or parenthetical statements.

Technology note

Quark developed QuarkXPress for Mac OS X 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®, Adobe® Illustrator®, and Adobe Photoshop®.

QuarkXPress supports copy paste of content from external applications, and allows

the user to convert the imported vector picture data to Native Objects. You can

output content as PostScript® or in PDF format for Adobe Acrobat® Reader®.

QuarkXPress supports export of digital output in ePub, Kindle format, and HTML5

Publications. The ePub ﬁle is compatible with all prominent ePub Readers and

Google Chrome. The Kindle ﬁle is compatible with Kindle devices. You can also

export ﬁles that can be viewed using Internet Explorer®, Safari®, Google Chrome®,

and Firefox®. Using features such as Job Jackets® and Composition Zones®, you

can be sure that multiple people share speciﬁcations to produce consistent

publications, even while working on a single publication simultaneously.

The QuarkXPress software architecture lets you and software developers expand

publishing capability. Through XTensions® software technology, third-party

developers can create custom modules for QuarkXPress. QuarkXTensions® (Quark®

XTensions software) also 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.

2 | A GUIDE TO QUARKXPRESS 2020

THE USER INTERFACE

A GUIDE TO QUARKXPRESS 2020 | 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.

THE USER INTERFACE

Tools

The Tools palette

The Tools palette includes the following controls:

Use the Item tool to select, move, resize, and reshape items (boxes, lines, text •

paths, and groups). When the Item tool is not selected, you can press

Command/Ctrl to temporarily access the Item tool.

Use the Text Content tool to draw text boxes and work with text in boxes. •

Use the Text Linking tool to link text boxes. To maintain the text in their •

respective boxes, hold down the Alt/Option key when using this tool.

4 | A GUIDE TO QUARKXPRESS 2020

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Quark QuarkXPress 2020 User manual

Quark QuarkXPress 2020 User manual

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