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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
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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
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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
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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.
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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.
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