A Guide to QuarkXPress: Using QuarkXPress Legal Notices ACKNOWLEDGMENTS Quark, Inc., acknowledges with gratitude the efforts and contributions of all the team members and departments involved in producing QuarkXPressTM software and QuarkXPress PassportTM software and documentation, including: Product Management, Program Management, Technical Writers, Quality Assurance, Research and Development, Software Configuration Management, Common Components, Technical Support and Worldwide Product Services. Quark also thanks its alpha and beta testing partners for their help in testing QuarkXPress and QuarkXPress Passport. This manual was produced entirely with QuarkXPress Passport and Quark Publishing SystemTM (QPS)TM. LEGAL NOTICES ©2001 by Quark Technology Partnership as to the content and arrangement of this material. All rights reserved. ©1986­2001 by Quark Technology Partnership and its licensors as to the technology. All rights reserved. Information in this document is subject to change without notice and does not represent a commitment on the part of Quark Technology Partnership or its licensee, Quark, Inc. Quark, QuarkXPress, QuarkXPress Passport, QuarkXTensions, and XTensions are trademarks of Quark, Inc. and all applicable affiliated companies, Reg. U.S. Pat. & Tm. Off. and in many other countries. The Quark logo and other marks which Quark may adopt from time to time are trademarks of Quark, Inc. and all applicable affiliated companies. QPS and related marks are trademarks or registered trademarks of Quark, Inc., used under license by Modulo Systems Corporation. Modulo Systems Corporation is a Quarkrelated company. FOCOLTONE and FOCOLTONE Colour System are registered trademarks of FOCOLTONE. The concept, structure, and form of FOCOLTONE material and intellectual property are protected by patent and copyright law. Any reproduction in any form, in whole or in part, for private use or for sale, is strictly forbidden. Contact FOCOLTONE, Ltd. for specific patent information. TRUMATCH, TRUMATCH Swatching System, and TRUMATCH System are trademarks of TRUMATCH, Inc. Color Data is produced under license from Dainippon Ink and Chemicals, Inc. Toyo Ink Mfg. Co., Ltd. is the copyright owner of TOYO INK COLOR FINDER TM SYSTEM AND SOFTWARE which is licensed to Quark, Inc. to distribute for use in connection with QuarkXPress. TOYO INK COLOR FINDER TM SYSTEM AND SOFTWARE shall not be copied onto another diskette or into memory unless as part of the execution of QuarkXPress. TOYO INK COLOR FINDER TM SYSTEM AND SOFTWARE © Toyo Ink Mfg. Co., Ltd., 1991. COLOR FINDER is registered or is in the process of registration as the registered trademark of Toyo Ink Mfg. Co., Ltd. COLOR FINDER TM computer video simulation used in the product may not match the COLOR FINDER TM book, and additionally some printer color used in the product may also not match. Please use the COLOR FINDER TM book to obtain the accurate color. ii Legal Notices Quark, Inc. does not warrant, guarantee, or make any representations regarding the use or the results of the use of any color system included in Quark products. Video simulations may not match published color standards. Refer to current materials of the specific color company (i.e., PANTONE, Inc.; FOCOLTONE, Ltd.; TRUMATCH, Inc.; TOYO INK, Mfg. Co., Ltd.; or other companies involved in the process of color reproduction) for accurate color samples. Kodak is a trademark of Eastman Kodak Company. Microsoft is a registered trademark of Microsoft Corporation. Adobe and Adobe Acrobat Reader are trademarks of Adobe System incorporated. Pantone® Colors displayed here may not match PANTONE-identified standards. Consult current PANTONE Color Publications for accurate color. PANTONE® and other Pantone, Inc, trademarks are the property of Pantone, Inc. © Pantone, Inc. 2001 Pantone, Inc. is the copyright owner of color data and/or software which are licensed to Quark, Inc. to distribute for use in combination with QuarkXPress. PANTONE Color Data and/or software shall not be copied onto another disk or into memory unless as part of the execution of QuarkXPress. QuickHelpTM is licensed from Altura Software, Inc. End User is prohibited from taking any action to derive source code equivalent of QuickHelp, including reverse assembly or reverse compilation. As to Object-Oriented Concepts, Inc. technology, ©1999, Object-Oriented Concepts, Inc. All other trademarks are the properties of their respective owners. T H I R D PA RT Y X T E N S I O N S S O F T WA R E D I S C L A I M E R Quark Products and materials are subject to the copyright and other intellectual property protection of the United States and foreign countries. Unauthorized use or reproduction without Quark's written consent is prohibited. QUARK IS NOT THE MANUFACTURER OF THIRD PARTY XTENSIONS SOFTWARE OR OTHER THIRD PARTY SOFTWARE OR HARDWARE (HEREINAFTER "THIRD PARTY PRODUCTS") AND SUCH THIRD PARTY PRODUCTS HAVE NOT BEEN CREATED, REVIEWED, OR TESTED BY QUARK, THE QUARK AFFILIATED COMPANIES OR THEIR LICENSORS. (QUARK AFFILIATED COMPANIES SHALL MEAN ANY PERSON, BRANCH, OR ENTITY CONTROLLING, CONTROLLED BY OR UNDER COMMON CONTROL WITH QUARK OR ITS PARENT OR A MAJORITY OF THE QUARK SHAREHOLDERS, WHETHER NOW EXISTING OR FORMED IN THE FUTURE, TOGETHER WITH ANY PERSON, BRANCH, OR ENTITY WHICH MAY ACQUIRE SUCH STATUS IN THE FUTURE.) 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THESE LIMITATIONS WILL APPLY EVEN IF QUARK, THE QUARK AFFILIATED COMPANIES, THEIR LICENSORS AND/OR THEIR AGENTS HAVE BEEN ADVISED OF SUCH POSSIBLE DAMAGES. SOME JURISDICTIONS, STATES OR PROVINCES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION OR EXCLUSION MAY NOT APPLY. ALL OTHER LIMITATIONS PROVIDED UNDER APPLICABLE LAW, INCLUDING STATUTES OF LIMITATION, SHALL CONTINUE TO APPLY. IN THE EVENT ANY OF THESE PROVISIONS ARE OR BECOME UNENFORCEABLE UNDER APPLICABLE LAW, SUCH PROVISION SHALL BE MODIFIED OR LIMITED IN ITS EFFECT TO THE EXTENT NECESSARY TO CAUSE IT TO BE ENFORCEABLE. USE OF THE QUARK PRODUCTS IS SUBJECT TO THE TERMS OF THE END USER LICENSE AGREEMENT OR OTHER APPLICABLE AGREEMENTS FOR SUCH PRODUCT/SERVICE. IN THE EVENT OF A CONFLICT BETWEEN SUCH AGREEMENTS AND THESE PROVISIONS THE RELEVANT AGREEMENTS SHALL CONTROL. iv Table of Contents Introduction About this Book Other Helpful Publications QuarkXPress Basics The Interface 1 Customizing QuarkXPress Setting Default Values Setting Preferences Creating Kerning and Tracking Tables and Hyphenation Exceptions Saving QuarkXPress Preferences Understanding Nonmatching Preferences Using XTensions Software Managing Print Styles and PPDs P Using Apple Events Scripts -- Mac OS Only 2 Layout Tools Arranging Documents Navigating Through Documents Changing Document Views Using the Pasteboard P Using Rulers and Guides Specifying Greeking 3 Document Basics Creating New Print Documents P Creating New Web Documents W Opening Documents Saving Documents Saving Documents Automatically Saving Revisions of Documents Saving Documents as Templates 30 32 34 35 37 39 41 18 20 23 24 25 29 1 3 5 6 8 12 14 16 xiii xvi xvii xxii v Table of Contents 4 Box Basics Creating Boxes Resizing Boxes Reshaping Boxes Moving Boxes Framing Boxes Coloring Boxes Merging and Splitting Boxes Filling and Converting Boxes Understanding Symmetry and Smoothness 43 47 48 56 58 69 72 77 79 5 Line Basics Creating Lines Resizing Lines Reshaping Lines Moving Lines Applying Line Styles 85 88 91 98 101 6 Manipulating Items Selecting Items Moving, Reshaping, and Resizing Items Cutting, Copying, and Pasting Items Clearing and Deleting Items Undoing and Redoing Actions Locking and Unlocking Items Controlling the Stacking Order of Items Grouping Items Duplicating and Repeating Items Spacing and Aligning Items Rotating and Skewing Items 106 107 108 110 110 111 112 114 116 118 120 vi Table of Contents 7 Document Layout The Elements of a Web Document Working with Master Pages Formatting and Applying Master Pages 122 127 135 Changing Page Size and Facing-Pages Status P 139 Setting Page Properties W Creating Multipage Spreads P Numbering Pages and Sectioning Documents Inserting, Deleting, and Moving Pages Working with Text Chains Creating "Continued" References P Working with Columns Copying Items and Pages Between Documents 8 Text Basics Editing Text Importing and Exporting Text Finding and Changing Text Finding and Changing Attributes Changing Fonts in a Document Checking Spelling Using Auxiliary Dictionaries 9 Typography Confirming Typographic Preferences P Applying Character Attributes P Specifying Kerning and Tracking Applying Paragraph Attributes P Specifying Alignment and Indentations P Specifying Leading and Paragraph Spacing Setting Tabs P Controlling Widow and Orphan Lines P Controlling Hyphenation and Justification P 184 186 194 198 199 202 205 208 210 162 165 169 172 176 178 182 140 142 145 146 151 155 156 158 vii Table of Contents Working with Style Sheets P Positioning Text in Text Boxes P Principles of Web Typography W HTML Text Boxes and Raster Text Boxes W 10 Graphics in Typography Converting Text to Boxes Running Text Around Items Creating Text Paths Creating Initial Caps Creating Rules Above and Below Paragraphs Anchoring Boxes and Lines in Text 11 Pictures Understanding Picture File Formats Importing Pictures Saving A Page as an EPS File Manipulating Pictures Applying Contrast to Pictures Applying Custom Halftone Screens to Pictures P Creating and Editing Clipping Paths Listing and Updating Pictures Configuring Picture Export Options W 12 Color Understanding Spot and Process Colors P Specifying Matching System Colors Understanding Web-Safe Colors W Creating and Editing Colors Applying Color, Shade, and Blends Using Color Management P 218 228 233 235 237 240 255 260 262 265 268 272 276 279 285 288 290 299 302 305 306 308 309 324 334 viii Table of Contents 13 Trapping Understanding Trapping P Trapping Guidelines P Specifying Default Trapping P Specifying Color-Specific Trapping P Specifying Item-Specific Trapping P 347 349 349 353 357 Trapping EPS Pictures to Background Colors P 361 Creating and Using a Rich Black P 14 Tables Creating Tables Working with Cell Content Formatting Tables Manipulating Tables Converting Tables to Text Tables In Web Documents W 15 Layers Creating Layers Working with Layers Displaying and Selecting Layers Arranging Layers Placing and Moving Items on Layers Locking Items on Layers 16 Libraries Creating New Libraries Opening Libraries Working with Libraries Working with Labels Saving Libraries 401 402 403 407 409 381 385 390 395 397 399 366 370 373 376 378 379 363 ix Table of Contents 17 Lists Preparing Style Sheets for Lists Creating and Editing Lists Importing Lists from Another Document Displaying Lists Updating Lists Working with Lists in Books 410 411 414 417 421 422 18 Indexes Loading the Index QuarkXTensions Software P 425 Specifying the Index Marker Color P Creating Index Entries P Creating Cross-References P Ed ...