Quark XPress 2016 User Guide QXP UG EN

User Manual: quark QuarkXPress - 2016 - User Guide Free User Guide for QuarkXPress Software, Manual

Open the PDF directly: View PDF PDF.
Page Count: 437

DownloadQuark XPress - 2016 User Guide QXP UG EN
Open PDF In BrowserView PDF
A Guide to QuarkXPress
2016

CONTENTS

Contents
About this guide.........................................................................16
What we're assuming about you.....................................................................16
Where to go for help.......................................................................................16
Conventions....................................................................................................16
Technology note..............................................................................................17

The user interface.......................................................................19
Tools................................................................................................................19
Scissors XTensions software....................................................................................22
Shape of Things XTensions software.......................................................................22
Menus..............................................................................................................23
QuarkXPress menu (Mac OS X only).......................................................................23
File menu.................................................................................................................23
Edit menu................................................................................................................24
Style menu...............................................................................................................26
Item menu...............................................................................................................29
Page menu..............................................................................................................31
Layout menu............................................................................................................31
Table menu.............................................................................................................32
View menu...............................................................................................................33
Utilities menu...........................................................................................................34
Window menu.........................................................................................................36
Help menu ..............................................................................................................38
Context menus................................................................................................38
Palettes...........................................................................................................38
Advanced Image Control palette............................................................................39
Books palette..........................................................................................................39
Callout Styles palette..............................................................................................40
Colors palette..........................................................................................................40
Color Blends palette...............................................................................................40
Conditional Styles palette.......................................................................................41
Content palette.......................................................................................................41
Content Variables palette.......................................................................................41
Footnote Styles palette...........................................................................................42
Glyphs palette.........................................................................................................43
Grid Styles palette...................................................................................................43
Guides palette.........................................................................................................44
HTML5 Palette.........................................................................................................44

ii | A GUIDE TO QUARKXPRESS 2016

CONTENTS
Hyperlinks palette...................................................................................................44
Index palette...........................................................................................................45
Item Styles palette...................................................................................................45
Layers palette..........................................................................................................45
Lists palette.............................................................................................................46
Measurements palette.............................................................................................46
Measurements palette - Mac OS X.........................................................................47
Measurements palette - Windows...........................................................................49
Page Layout palette................................................................................................50
Profile Information palette......................................................................................50
Redline palette........................................................................................................51
Reflow Tagging palette...........................................................................................51
Scale palette............................................................................................................51
Style Sheets palette.................................................................................................51
Table Styles palette.................................................................................................52
Tools palette...........................................................................................................52
Palette groups and palette sets..............................................................................52
Layout controls................................................................................................54
Views and view sets........................................................................................54
Splitting a window...................................................................................................55
Creating a window..................................................................................................55
Using Story Editor view...........................................................................................56
View sets..................................................................................................................56

Projects and layouts...................................................................58
Working with projects.....................................................................................58
Options for Print layouts.........................................................................................59
Saving and naming a QuarkXPress project.............................................................60
Exporting layouts and projects................................................................................60
Custom page size....................................................................................................60
Working with layouts......................................................................................62
Project-level and layout-level resources..................................................................63
Working with guides.......................................................................................63
Column and margin guides.....................................................................................64
Ruler guides............................................................................................................64
Snapping to guides.................................................................................................65
Dynamic Guides......................................................................................................65
Undoing and redoing actions..........................................................................66

Native QuarkXPress objects......................................................67
Convert existing item to a native QuarkXPress object...................................67
Import an object as a native QuarkXPress object...........................................68

Content variables.......................................................................70
Edit content variables.....................................................................................71

A GUIDE TO QUARKXPRESS 2016 | iii

CONTENTS
Create a custom content variable...................................................................72
Insert a content variable.................................................................................74

Boxes, lines, and tables..............................................................75
Understanding items and content...................................................................75
Understanding handles....................................................................................76
Understanding Bézier shapes..........................................................................77
Drop Shadow XTensions software..................................................................80
Item Find/Change XTensions software...........................................................81
Working with boxes........................................................................................82
Creating text and picture boxes..............................................................................82
Resizing boxes.........................................................................................................84
Locking box and picture proportions......................................................................84
Reshaping boxes.....................................................................................................85
Adding frames to boxes..........................................................................................85
Applying colors to boxes........................................................................................85
Applying blends to boxes.......................................................................................86
Merging and splitting boxes...................................................................................86
Adding text and pictures to boxes..........................................................................87
Changing box type..................................................................................................87
Creating a box from a clipping path.......................................................................87
Super Step and Repeat XTensions software...........................................................87
ShapeMaker XTensions software............................................................................88
Working with lines...........................................................................................93
Creating lines..........................................................................................................93
Line modes for orthogonal lines.............................................................................93
Resizing lines...........................................................................................................94
Reshaping lines.......................................................................................................94
Controlling line appearance....................................................................................94
Joining lines............................................................................................................95
Joining, extending and closing open paths............................................................95
Manipulating items..........................................................................................95
Selecting items........................................................................................................95
Moving items...........................................................................................................96
Cutting, copying, and pasting items.......................................................................96
Controlling the stacking order of items...................................................................96
Grouping items.......................................................................................................97
Duplicating items....................................................................................................98
Spacing and aligning items ....................................................................................98
Rotating items.........................................................................................................98
Skewing items.........................................................................................................99
Locking and unlocking items...................................................................................99
Anchoring items and groups in text........................................................................99
Working with callouts....................................................................................100
Understanding callouts..........................................................................................100
Creating a callout..................................................................................................102

iv | A GUIDE TO QUARKXPRESS 2016

CONTENTS
Configuring a callout anchor.................................................................................103
Working with callout styles....................................................................................103
Callouts and runaround.........................................................................................104
Working with tables......................................................................................105
Drawing a table.....................................................................................................105
Converting text to tables......................................................................................106
Importing Excel tables...........................................................................................107
Importing Excel charts...........................................................................................109
Inline tables...........................................................................................................109
Table styles............................................................................................................110
Adding text and pictures to tables........................................................................111
Editing table text ..................................................................................................111
Linking table cells..................................................................................................112
Formatting tables..................................................................................................113
Formatting gridlines..............................................................................................113
Inserting and deleting rows and columns.............................................................114
Combining cells.....................................................................................................115
Manually resizing tables, rows, and columns........................................................115
Converting tables back to text..............................................................................115
Working with tables and groups...........................................................................115
Continuing tables in other locations.....................................................................115
Table Import XTensions software..........................................................................119

Text and typography................................................................121
Editing text...................................................................................................121
Fit Box to Text feature...........................................................................................121
Importing and exporting text.......................................................................122
Importing and exporting text with Unicode options.............................................123
Finding and changing text.............................................................................123
Special character codes.........................................................................................125
Working with footnotes and endnotes.........................................................126
Inserting footnotes and endnotes.........................................................................126
Footnote/Endnote styles.......................................................................................127
Footnote separators..............................................................................................130
Checking spelling..........................................................................................132
Auxiliary dictionaries.............................................................................................133
Counting words and characters.....................................................................134
Applying character attributes.......................................................................135
Applying a font......................................................................................................135
Choosing a font size..............................................................................................136
Applying type styles..............................................................................................136
Applying color, shade, and opacity......................................................................137
Applying horizontal or vertical scale.....................................................................137
Applying baseline shift..........................................................................................138
Applying emphasis................................................................................................138
Controlling half-width characters .........................................................................138

A GUIDE TO QUARKXPRESS 2016 | v

CONTENTS
Counting characters..............................................................................................139
Working with font sets...........................................................................................139
Working with grouped characters.........................................................................140
Aligning characters on a line.................................................................................140
Applying multiple character attributes..................................................................142
Applying paragraph attributes......................................................................143
Controlling alignment...........................................................................................143
Controlling indentation.........................................................................................144
Controlling leading...............................................................................................145
Controlling space before and after paragraphs....................................................146
Setting tabs...........................................................................................................146
Controlling widow and orphan lines.....................................................................146
Working with non-breaking character sets............................................................147
Format painter..............................................................................................148
Controlling kerning.......................................................................................148
Kerning manually...................................................................................................148
Kerning automatically............................................................................................149
Controlling hyphenation and justification.....................................................149
Specifying hyphenation exceptions......................................................................151
Hyphenation exception files..................................................................................152
Using discretionary hyphens.................................................................................160
Controlling tracking.......................................................................................161
Tracking manually..................................................................................................161
Editing tracking tables...........................................................................................161
Sending ................................................................................................................162
Working with style sheets.............................................................................162
Creating and editing paragraph style sheets........................................................162
Creating and editing character style sheets..........................................................165
Applying style sheets............................................................................................167
Appending style sheets.........................................................................................168
Working with conditional styles....................................................................168
Creating a conditional style...................................................................................170
Applying a conditional style..................................................................................172
Removing conditional styles..................................................................................173
Using conditional style markers.............................................................................173
Editing a conditional style.....................................................................................174
Bullets and numbering...................................................................................174
Working with bullet styles.....................................................................................175
Working with numbering styles.............................................................................176
Working with outline styles...................................................................................178
Bullets, numbering, outlines, and style sheets......................................................180
Positioning text in text boxes.......................................................................181
Using baseline grid................................................................................................181
Aligning text vertically...........................................................................................181
Specifying text inset..............................................................................................182
Specifying story direction......................................................................................182

vi | A GUIDE TO QUARKXPRESS 2016

CONTENTS
Controlling font usage...................................................................................183
Converting text to boxes..............................................................................183
Using text runaround....................................................................................183
Running text around all sides of an item...............................................................184
Running text around lines and text paths..............................................................184
Running text around text boxes ...........................................................................184
Running text around pictures................................................................................185
Fine-tuning a runaround path...............................................................................186
Editing a runaround path......................................................................................186
Working with text paths...............................................................................187
Creating drop caps........................................................................................188
Creating rules above and below paragraphs................................................188
Using anchored boxes...................................................................................188
Anchoring boxes and lines in text.........................................................................188
Cutting, copying, pasting, and deleting anchored boxes and lines.....................189
Unanchoring boxes and lines................................................................................189
Working with OpenType fonts......................................................................189
Applying OpenType styles....................................................................................190
Using ligatures.......................................................................................................192
Working with OpenType stylistic sets...................................................................193
Working with the Glyphs palette..................................................................196
Displaying invisible characters......................................................................197
Inserting special characters...........................................................................197
Inserting spaces.....................................................................................................197
Inserting other special characters..........................................................................197
Specifying character language......................................................................197
Using font fallback........................................................................................198
Working with font mapping rules.................................................................198
Working with design grids............................................................................199
Understanding design grids..................................................................................199
Design grid basics.................................................................................................202
Working with grid styles........................................................................................213
Using design grids.................................................................................................216
Working with rubi text..................................................................................217
Rubi alignment options.........................................................................................219
Mono rubi..............................................................................................................221
Rubi base alignment options.................................................................................222
Rubi overhang options..........................................................................................223
Working with hanging characters.................................................................225
Creating hanging character classes.......................................................................227
Creating hanging character sets ..........................................................................228
Applying hanging character sets...........................................................................229
Working with Mojigumi sets and classes.......................................................229
Creating and editing Mojigumi character classes.................................................230
Creating and editing Mojigumi sets......................................................................230
Applying Mojigumi sets........................................................................................233

A GUIDE TO QUARKXPRESS 2016 | vii

CONTENTS
Character mapping for legacy projects.........................................................234
Mapping for projects that use UDA/VDA characters............................................234
Mapping for projects that use custom characters.................................................235
Type Tricks....................................................................................................236
Make Fraction........................................................................................................236
Make Price.............................................................................................................236
Word Space Tracking............................................................................................237
Line Check.............................................................................................................237
Custom Underline.................................................................................................238
Hyperlinks.....................................................................................................239
Creating a destination...........................................................................................240
Creating an anchor................................................................................................241
Creating a hyperlink using an existing destination...............................................241
Creating a hyperlink from scratch.........................................................................242
Showing links in the Hyperlinks palette.................................................................242
Formatting hyperlinks............................................................................................242
Editing and deleting destinations.........................................................................243
Editing and deleting anchors................................................................................243
Editing and deleting hyperlinks............................................................................243
Navigating using the Hyperlinks palette...............................................................243

Pictures.....................................................................................244
Working with pictures...................................................................................244
Importing a picture................................................................................................244
Moving pictures.....................................................................................................245
Resizing pictures....................................................................................................245
Cropping pictures.................................................................................................245
Rotating and skewing pictures..............................................................................245
Coloring and shading pictures..............................................................................245
Flipping pictures....................................................................................................246
Listing, verifying status of, and updating pictures.................................................246
Specifying background colors for pictures............................................................246
Maintaining picture attributes...............................................................................246
Working with clipping paths.........................................................................247
Creating clipping paths.........................................................................................247
Using embedded clipping paths...........................................................................248
Manipulating clipping paths..................................................................................248
Creating special effects with clipping paths..........................................................249
Working with alpha masks............................................................................249
Working with PSD pictures...........................................................................250
Preparing PSD files................................................................................................251
Working with PSD layers.......................................................................................251
Working with PSD channels...................................................................................252
Working with PSD paths........................................................................................253
Printing with PSD Import.......................................................................................253

viii | A GUIDE TO QUARKXPRESS 2016

CONTENTS

Cross references.......................................................................254
Inserting a cross reference............................................................................254
Synchronizing cross references.....................................................................256

Color, opacity, and drop shadows............................................257
Working with colors......................................................................................257
The Colors palette.................................................................................................257
The Colors dialog box...........................................................................................258
Creating a color.....................................................................................................258
Creating multi-color blends...................................................................................259
Editing a color.......................................................................................................261
Duplicating a color................................................................................................261
Deleting a color.....................................................................................................262
Adding colors using the color picker tool.............................................................262
Importing colors from another article or project...................................................263
Changing all instances of one color to another color...........................................263
Applying color and shade.....................................................................................263
Applying color and shade to text..........................................................................263
Applying color and shade to lines.........................................................................264
Working with opacity....................................................................................264
Specifying opacity.................................................................................................264
Specifying opacity for groups...............................................................................264
Creating blends with transparency........................................................................265
Color management........................................................................................265
Source setups and output setups..........................................................................265
The color management experience for users........................................................265
Working with source setups and output setups from a color expert....................266
Working in a legacy color management environment..........................................267
Proofing color on screen (soft proofing)................................................................267
Color management for experts.............................................................................268
Creating a source setup........................................................................................268
Creating an output setup......................................................................................269
Managing profiles.................................................................................................270
Working with drop shadows.........................................................................271
Applying drop shadows........................................................................................271
Customizing drop shadows...................................................................................272
Incorporating drop shadows with items................................................................272

Custom Bleeds..........................................................................273
Using Custom Bleeds.....................................................................................273
Using Clip at Bleed Edge...............................................................................274

DejaVu XTensions software (Windows only) ...........................275
Document construction............................................................276

A GUIDE TO QUARKXPRESS 2016 | ix

CONTENTS
Using automatic page numbering.................................................................276
Creating an automatic text box....................................................................276
Working with master pages..........................................................................277
Creating a master page.........................................................................................277
Applying master pages.........................................................................................281
Updating master pages.........................................................................................281
Master pages and layout families..........................................................................282
Working with layers......................................................................................282
Understanding layers.............................................................................................283
Creating layers......................................................................................................283
Selecting layers.....................................................................................................283
Showing and hiding layers....................................................................................284
Determining which layer an item is on..................................................................285
Deleting layers......................................................................................................285
Changing layer options.........................................................................................285
Moving items to a different layer..........................................................................286
Copying and pasting items between layers..........................................................286
Changing the stacking order of layers..................................................................287
Layers and text runaround.....................................................................................287
Duplicating layers..................................................................................................288
Merging layers.......................................................................................................288
Locking items on layers.........................................................................................289
Using master pages with layers.............................................................................289
Suppressing printout of layers...............................................................................289
Using PDF layers...................................................................................................290
Working with lists.........................................................................................290
Preparing for lists..................................................................................................290
Creating a list........................................................................................................291
Importing lists from another document................................................................292
Navigating with lists..............................................................................................292
Building lists..........................................................................................................292
Updating lists........................................................................................................293
Working with indexes...................................................................................293
Specifying the index marker color.........................................................................293
Creating index entries...........................................................................................293
Creating cross-references......................................................................................295
Editing an index entry...........................................................................................296
Deleting an index entry.........................................................................................297
Specifying the punctuation used in an index........................................................297
Building an index...................................................................................................298
Editing final indexes..............................................................................................299
Working with books......................................................................................299
Creating books......................................................................................................300
Working with chapters...........................................................................................301
Controlling page numbers....................................................................................302
Synchronizing chapters.........................................................................................303

x | A GUIDE TO QUARKXPRESS 2016

CONTENTS
Printing chapters...................................................................................................305
Generate a PDF from a Book................................................................................305
Creating indexes and tables of contents for books..............................................306
Working with libraries...................................................................................306
Creating libraries...................................................................................................307
Adding library entries............................................................................................308
Retrieving library entries........................................................................................308
Manipulating library entries...................................................................................308
Working with labels...............................................................................................308
Saving libraries......................................................................................................309
Guide Manager Pro XTensions software.......................................................309
Using the Guides palette......................................................................................310
Guides palette menu.............................................................................................311
Creating guides with Guide Manager Pro.............................................................312
Creating grids with Guide Manager Pro...............................................................313
Creating rows and columns...................................................................................315
Creating bleed and safety guides.........................................................................316
Scale XTensions software..............................................................................318
Cloner XTensions software...........................................................................320
ImageGrid XTensions software.....................................................................321
Linkster XTensions software.........................................................................323

Output......................................................................................325
Printing layouts.............................................................................................325
Updating picture paths.........................................................................................325
Setting Print dialog box controls...........................................................................325
Print dialog box.....................................................................................................327
Printing color separations......................................................................................332
Printing color composites......................................................................................333
Exporting layouts..........................................................................................334
Exporting a layout in EPS format...........................................................................334
Exporting a layout in PDF format..........................................................................335
Creating a PostScript file.......................................................................................337
Exporting a layout as an image.............................................................................337
Using Collect for Output...............................................................................337
Working with output styles...........................................................................339
App Studio output styles.......................................................................................339
Working with trapping..................................................................................341
Understanding flattening and production issues..........................................341
PDF Filter XTensions software......................................................................341
Importing a PDF file into a picture box.................................................................341

Collaboration and single-sourcing............................................343
Working with shared content........................................................................343
Sharing and synchronizing content.......................................................................344

A GUIDE TO QUARKXPRESS 2016 | xi

CONTENTS
Understanding synchronization options................................................................346
Placing a synchronized item..................................................................................347
Placing synchronized content................................................................................347
Importing content into the shared content library................................................347
Working with Composition Zones.................................................................347
Understanding Composition Zones......................................................................347
Creating a Composition Zones item.....................................................................350
Placing a Composition Zones item................................................................352
Managing multiple pages in a placed Composition Zones item..........................353
Editing the attributes of a Composition Zones item.............................................354
Converting a Composition Zones item to a picture..............................................354
Unsynchronizing a Composition Zones item.........................................................355
Editing a composition layout: Content..........................................................355
Editing the contents of a composition layout...............................................355
Unsynchronizing a composition layout..........................................................356
Deleting a composition layout......................................................................356

Notes........................................................................................357
Creating notes...............................................................................................357
Working with notes.......................................................................................358
Opening and closing notes...................................................................................358
Showing and hiding notes.....................................................................................358
Deleting notes.......................................................................................................358
Converting between notes and text......................................................................358
Viewing notes by author, date, name, or color.....................................................358
Moving and resizing notes....................................................................................359
Printing notes........................................................................................................359
Notes in PDFs........................................................................................................359

Redline......................................................................................360
Tracking changes...........................................................................................360
Viewing tracked changes..............................................................................361
Accepting and rejecting changes..................................................................362

Job Jackets...............................................................................363
Understanding Job Jackets...........................................................................363
What are Job Jackets?..........................................................................................364
The structure of Job Jackets.................................................................................364
Sample Job Jackets workflow...............................................................................368
Working with Job Jackets.............................................................................369
Basic mode and Advanced mode.........................................................................369
Creating Job Jackets files.....................................................................................370
Working with Job Tickets..............................................................................374
Creating a Job Ticket template.............................................................................374
Adding a layout definition to a Job Ticket: Advanced mode...............................378

xii | A GUIDE TO QUARKXPRESS 2016

CONTENTS
Applying a Job Ticket template to a project.........................................................379
Applying a layout definition to a project...............................................................382
Exporting and importing Job Tickets....................................................................382
The default Job Jackets file...........................................................................383
Editing the default Job Ticket template: File menu..............................................383
Editing the default Job Ticket template: Utilities menu........................................383
Editing the default Job Jackets file.......................................................................384
Working with Resources: Advanced mode...................................................384
Accessing Resources: Advanced mode.................................................................384
Configuring Resources: Advanced mode..............................................................385
Specifying the location of Resources: Advanced mode........................................386
Working with Layout Specifications..............................................................387
Creating a Layout Specification: Advanced mode................................................387
Applying a Layout Specification to a layout..........................................................388
Working with Rules and Rule Sets.................................................................390
Creating Rules: Advanced mode..........................................................................391
Adding Rules to a Rule Set: Advanced mode.......................................................393
Applying a Rule Set to a layout.............................................................................394
Evaluating a layout........................................................................................395
Job Jackets locking.......................................................................................397
Printing with JDF output...............................................................................398

Working with multiple languages.............................................400
Applying a character language......................................................................400
Changing the program language...................................................................401

XTensions software..................................................................402
Working with XTensions modules.................................................................402
Installing XTensions modules................................................................................402
Enabling and disabling XTensions modules.........................................................402
Working with XTensions sets (Windows only) ......................................................403
Item Styles XTensions software....................................................................403
Using the Item Styles palette................................................................................403
Creating Item Styles..............................................................................................404
Checking Item Style usage....................................................................................405
Script XTensions software.............................................................................406
Box Tools submenu...............................................................................................407
Grid submenu........................................................................................................407
Images submenu...................................................................................................407
Picture Box submenu............................................................................................407
Saving submenu....................................................................................................407
Special submenu...................................................................................................408
Stories submenu....................................................................................................408
Tables submenu....................................................................................................408
Typography submenu...........................................................................................408

A GUIDE TO QUARKXPRESS 2016 | xiii

CONTENTS
Word Filter....................................................................................................409
Other XTensions modules.............................................................................409

Preferences...............................................................................411
Understanding preferences...........................................................................411
Nonmatching Preferences alert.............................................................................411
Changes to QuarkXPress preferences...................................................................412
What's in the preferences files..............................................................................412
Application preferences................................................................................413
Preferences — Application — Display..................................................................414
Preferences — Application — Color Theme.........................................................414
Preferences — Application — Key Shortcuts........................................................415
Preferences — Application — Input Settings........................................................415
Preferences — Application — Font Fallback.........................................................416
Preferences — Application — Undo.....................................................................417
Preferences — Application — Open and Save.....................................................417
Preferences — Application — XTensions Manager..............................................418
Preferences — Application — Sharing..................................................................418
Preferences — Application — Fonts.....................................................................418
Preferences — Application — Text Highlighting..................................................418
Preferences — Application — East Asian..............................................................419
Preferences — Application — Dynamic Guides Color..........................................419
Preferences — Application — File List..................................................................419
Preferences — Application — Default Path..........................................................419
Preferences — Application — Index.....................................................................419
Preferences — Application — Job Jackets...........................................................420
Preferences — Application — Notes....................................................................420
Preferences — Application — PDF.......................................................................421
Preferences — Application — Redline..................................................................421
Preferences — Application — Spell-Check...........................................................422
Preferences — Application — Tables....................................................................422
Preferences — Application — Fraction/Price........................................................422
Project preferences.......................................................................................423
Preferences — Project — General.........................................................................423
Layout preferences.......................................................................................423
Preferences — Layout — General.........................................................................423
Preferences — Layout — Measurements..............................................................424
Preferences — Layout — Paragraph.....................................................................425
Preferences — Layout — Character......................................................................426
Preferences — Layout — Tools.............................................................................428
Preferences — Layout — Guides and Grid...........................................................428
Preferences — Layout — Grid Cell Fill..................................................................429
Preferences — Layout — Color Manager..............................................................429
Preferences — Layout — Layers............................................................................430

xiv | A GUIDE TO QUARKXPRESS 2016

CONTENTS

Legal notices.............................................................................431

A GUIDE TO QUARKXPRESS 2016 | xv

ABOUT THIS GUIDE

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

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

Where to go for help
If you're new to QuarkXPress, or if you want to explore one of its other longstanding
features, consult the following resources:
• 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.

16 | A GUIDE TO QUARKXPRESS 2016

ABOUT THIS GUIDE
• Bold type style: The names of all dialog boxes, fields, and other controls are set
in bold type. For example: "Click OK."
• References: In descriptions of features, parenthetical references guide you in
accessing those features. For example: "The Find/Change dialog box (Edit menu)
lets you find and replace text."
• Arrows: You will often see arrows (>), which map out the menu path to a feature.
For example: "Choose Edit > Style Sheets to display the Style Sheets dialog box."
• Icons: Although many tools and buttons are referenced by name, which you can
see by displaying ToolTips, in some cases icons are shown for easy identification.
For example, "Click the

button on the Measurements palette to center text."

• Cross-platform issues: This application is quite consistent across operating systems.
However, some labels, buttons, key combinations, and other aspects of the
application must differ between Mac OS® and Windows® because of user interface
conventions or other factors. In such cases, both the Mac OS and Windows versions
are presented, separated by a slash, with the Mac OS version presented first. For
example, if the Mac OS version of a button is labeled Select, and the Windows
version is labeled Browse, you are directed to "Click Select/Browse." More complex
cross-platform differences are mentioned in notes or parenthetical statements.

Technology note
Quark developed QuarkXPress for Mac OS 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

A GUIDE TO QUARKXPRESS 2016 | 17

ABOUT THIS GUIDE
needs. And if you can write AppleScript® scripts, you can use this scripting language
from Apple® to automate many QuarkXPress activities.

18 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE

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

Tools

The Tools palette
The Tools palette includes the following controls:

A GUIDE TO QUARKXPRESS 2016 | 19

THE USER INTERFACE
• 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.

•

Use the Text Unlinking tool

to unlink text boxes.

• Use the Picture Content tool

to draw picture boxes and work with pictures in

boxes.
• Use the Rectangle Box tool

to create a rectangular box. To draw a square box,

press and hold Shift while drawing.
• Use the Oval Box tool

to create an oval box. To create a circular box, press and

hold Shift while drawing.
• Use the Starburst tool

to create a star-shaped box.

• Use the Composition Zones tool
• Use the Line tool

to create a Composition Zones box.

to create straight diagonal lines of any angle. To constrain a

line angle to 45 degrees, press and hold Shift while drawing.
• Use the Orthogonal Line tool
• Use the Bézier Pen tool

to create orthogonal lines.

to create Bézier lines and boxes. To constrain a line

angle to 45 degrees, press and hold Shift while drawing.
• Use the Add Point tool

to add a point to any type of path. Adding a point to

a content box automatically turns the content box into a Bézier item.
• Use the Remove Point tool

to remove a point from any type of path.

• Use the Convert Point tool

to automatically convert corner points to curve

points, and curve points to corner points. Click and drag to change the position
of a point, the curve of a curved line segment, or the position of a straight line
segment. Select this tool and click a rectangular box or straight line to convert
the item to a Bézier box or line.
• Use the Scissors tool

to cut an item into distinct paths.

• Use the Select Point tool

to select curves or points so that you can move them

or delete them. Press Shift and click to select multiple points. Option-click/Alt-click
a point to make it symmetrical.
• Use the Freehand Drawing tool

to draw any shape line or box you want. If

you don't close a freehand box, it remains a line. To automatically close a freehand
box, press Option/Alt.
• Use the Tables tool

to create a table.

• Use the Zoom tool

to enlarge or reduce the document view.

• Use the Pan tool

20 | A GUIDE TO QUARKXPRESS 2016

to reposition the active layout.

THE USER INTERFACE
You can use key commands to declare the box content type as you draw using the
Rectangle Box tool: Press R while drawing to declare Picture content or press T while
drawing to declare Text content. To change the content type of an existing box,
right-click on the box and choose Content > Text, Picture or None
For more information about Bézier boxes and lines, see "Creating Bézier boxes" and
"Creating Bézier lines."
To pan the layout while a Pen tool is selected, press Shift+Space and then click and
drag.
To add text to a line or path, select the Text Content tool

and double-click the line

or path.
For more information about Composition Zones, see "Creating a Composition Zones
item."
Users can display the Tools palette (Windows menu) horizontally, as well as vertically.
To display the palette horizontally, on Windows Ctrl+double-click the title bar and on
Mac OS X dock the tool palette to the top edge.

Tool key commands
When no text box or text path is active, you can switch tools quickly using the
following key commands:

Tool

Windows

Mac OS X

Item tool

V

V

Text Content tool

T

T

Text Linking tool

T

N

Text Unlinking tool

T

N

Picture Content tool

R

R

Rectangle Box tool

B

B

Oval Box tool

B

B

Starburst tool

B

B

Composition Zones tool

L

B

Line tool

P

L

Orthogonal Line tool

P

L

Bézier Pen tool

P

P

Add Point tool

P

P

Remove Point tool

P

P

A GUIDE TO QUARKXPRESS 2016 | 21

THE USER INTERFACE

Tool

Windows

Mac OS X

Convert Point tool

P

P

Scissors tool

P

P

Select Point tool

P

P

Freehand Drawing tool

P

P

Table tool

G

G

Zoom tool

Z

Z

Pan tool

X

X

Scissors XTensions software
Scissors XTensions software adds the Scissors tool to the Tools palette. You can use
the Scissors tool to cut the outline of a box and turn it into a line, or to cut a line or
text path into two.
When the Scissors XTensions software is loaded, the Scissors tool displays in the
QuarkXPress Tools palette. To use the Scissors tool:
1 Select the Scissors tool

.

• When a picture box is cut, it is converted to a Bézier line. As a result, the contents
of the box are not retained after the cut is made.
• When a text box is cut, it is converted to a text path.
• When a text path is cut, it is converted into two linked text paths.
2 Select the Select Point tool

and click and drag the point to adjust it.

Shape of Things XTensions software
Shape of Things XTensions software adds the Starburst tool to QuarkXPress. You can
use this tool to quickly and easily create star-shaped boxes.

Using the Starburst tool
You can create a star-shaped picture box in two ways.
1 Select the Starburst tool

, and then click and drag.

2 To define specific attributes as you create the star burst box, select the Starburst tool,
and then position the crosshair pointer

where you want the star-shaped box and

click once. When the Starburst dialog box displays, enter values for the following
fields, and then click OK:
• Star Width
• Star Height
• Number of Spikes

22 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
• Spike Depth: Enter the desired distance from the tip of the spike to the base of
the spike as a percentage.
• Random Spikes: Enter a value between 0 and 100, where 0 is no randomness
applied and 100 is full randomness applied.

Menus
The topics below describe the menus and menu items available in QuarkXPress.

QuarkXPress menu (Mac OS X only)
The QuarkXPress menu is a part of QuarkXPress for Mac OS X. This menu contains
the same commands as in the application menu for other Mac OS X applications —
to hide or show QuarkXPress and other applications, to access preferences, and to quit
QuarkXPress. This menu includes the following commands:
• About QuarkXPress: Use this command to display information about QuarkXPress,
such as the version number.
• Edit License Code: Use this command to change the validation code of an installed
copy of QuarkXPress. By changing this code, you can change a Test Drive
version (formerly called "evaluation copy") of QuarkXPress into a fully functional
version, change the languages supported by the user interface, or change
QuarkXPress into a Plus edition.
• Activate QuarkXPress: Use this command to activate QuarkXPress on your
computer. Available only when QuarkXPress is running in demo mode.
• Check for Updates: Use this command to check for updates to QuarkXPress.
• Quark Update Settings: Use this command to configure automatic update settings.
• Preferences: Lets you modify default values and settings. For more information,
see "Preferences."
• Quit QuarkXPress: Use this command to exit the application.

File menu
The File menu enables you to manipulate electronic files in a number of ways, including
the ability to create, open, print, and save. This menu includes the following
commands:
• New: Choose an option from the New submenu to create a project. If you choose
New Project from Ticket, you can select a Job Ticket from which you can create
the project. You can also use this submenu to create new libraries and books.
• Open: Use this option to open project files.
• Open Recent (Mac OS X only, on Windows, a list of the recently opened files are
displayed at the end of the File menu.): Use this option to open a project from a list
of recently opened files.
• Close: Use this option to close the active project.
• Save: Use this option to save the active project.

A GUIDE TO QUARKXPRESS 2016 | 23

THE USER INTERFACE
• Save As: Use this option to save a copy of the active project.
• Revert to Saved: Use this option to return the active project to the state it was in
when it was last saved.
• Import: Use this command to import text into a text box or to import a picture
into a picture box.
• Save Text: Use this option to save the contents of the active text box as a separate
file.
• Append: Use this option to append style sheets, colors, layouts, and a variety of
other types of resources from another file.
• Export: Use this option to export a layout as another file type or version.
• Collect for Output: Use this option to copy a file, an output report, and selected
resources into one folder. Collect for output can be performed on all layouts in
the project.
• Job Jackets: Use this submenu to access the specifications and rules for creating
and inspecting a layout, link a project to a Job Jackets file, modify a Job Ticket,
and evaluate a layout.
• Print: Use this option to print the active file.
• Exit (Windows only): Use this option to exit the application.

Edit menu
The Edit menu includes the following commands:
• Undo: Undoes the last action.
• Redo: Redoes an undone action.
• Cut: Cuts the selected content.
• Copy: Copies the selected content to the clipboard.
• Paste: Pastes the clipboard contents on the active page.
• Paste Without Formatting: Pastes the clipboard contents as plain text.
• Paste In Place: Pastes a duplicated or copied item onto the active page at the same
position from which it was originally copied.
• Paste as Native Objects: To convert the item to be pasted to a native QuarkXPress
object.
• Delete (Windows only): Deletes the active content.
• Select All: Selects all content in the active box or text path.
• Show Clipboard (Windows only): Displays the contents of the clipboard.
• Find/Change: Displays the Find/Change palette, which you can use to find and
change text based on content, formatting, or both.
• Item Find/Change: Displays and hides the Item Find/Change palette.
• Preferences (Windows only): Lets you modify default values and settings. For more
information, see "Preferences."

24 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
• Colors: Lets you add, edit, and delete color definitions. For more information,
see "Working with colors."
• Style Sheets: Lets you add, edit, and delete style sheet definitions. For more
information, see "Working with style sheets."
• Item Styles: Lets you add, edit, and delete item definitions that you can apply to
QuarkXPress items with the Item Styles palette (Window menu).
• Callout Styles: Lets you add, edit, and delete callout styles. For more information,
see "Working with callouts."
• Conditional Styles: Lets you add, edit, and delete conditional styles. For more
information, see "Working with conditional styles."
• Bullet, Numbering, and Outline Styles: Lets you add, edit, and delete bullet,
numbering, and outline styles. For more information, see "Bullets and numbering."
• Footnote Styles: Lets you add, edit, and delete footnote styles. For more
information, see "Working with footnotes and endnotes."
• Underline Styles: Lets you access and modify underline styles.
• Hyperlinks: Lets you add, edit, and delete hyperlinks including URLs, anchors,
and page links.
• Hanging Characters: Lets you add, edit, and delete custom hanging character
definitions. For more information, see "Working with hanging characters."
• Lists: Lets you add, edit, and delete list definitions. The Lists feature is a tool for
automatically generating tables of contents and other types of listed content. For
more information, see "Working with lists."
• H&Js: Lets you add, edit, and delete H&J (hyphenation and justification)
definitions. H&Js let you control how text breaks. For more information, see
"Controlling hyphenation and justification."
• Grid Styles: Lets you add, edit, and delete patterns of non-printing design grids
that you can apply to text components. For more information, see "Working with
design grids."
• Dashes and Stripes: Lets you add, edit, and delete custom line patterns.
• Font Sets: Lets you add, edit, and delete custom scaling, sizing, and direction for
specific fonts.
This feature is considered an East Asian feature and is only available when you
have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East
Asian).

• Output Styles: Lets you add, edit, and delete output style definitions. Output
styles let you easily switch between different sets of output options. For more
information, see "Working with output styles."
• Mojigumi: Lets you add, edit, and delete Mojigumi sets and classes. For more
information, see "Working with Mojigumi sets and classes."

A GUIDE TO QUARKXPRESS 2016 | 25

THE USER INTERFACE
This feature is considered an East Asian feature and is only available when you
have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East
Asian).

• Non-Breaking Character Sets: Lets you add, edit, and delete rules for two-byte
character sets.
This feature is considered an East Asian feature and is only available when you
have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East
Asian).

• Kerning Pairs (Mac OS X only): Lets you control kerning for installed fonts.
• Font Tracking Tables (Mac OS X only): Lets you control tracking for installed
fonts..
• Set Tool Preferences From Selected (Mac OS X only): Lets you set the tool
preferences to the currently selected box's attributes.
• Restore Tool Preferences To Default (Mac OS X only): Lets you restore the tool
preferences back to the defaults.
• Color Setups: Lets you access and modify setups for Source and Output Setups.
• Program Language (Windows only): Lets you change the language of the user
interface.

Style menu
The Style menu changes depending on whether a text box, a picture box, or a line is
active.

Style menu for text
The Style menu for text includes commands for specifying character attributes and
paragraph formats. This menu includes the following commands:
• Font: Lets you change the font of selected text.
• Size: Lets you change the size of selected text.
• Type Style: Lets you apply type styles such as bold, italic, and underline to selected
text. The Type Style sub menu also contains Underline Styles, Make Fraction,
Make Price and Remove Custom Underline (on Mac OS X).
• Color: Lets you change the color of selected text.
• Shade: Lets you set the tint of an applied color.
• Opacity: Lets you control the transparency of selected text.
• Horizontal/Vertical Scale (Windows only): Lets you stretch selected text
horizontally or vertically.
• Kern (Windows only) : Lets you add or remove all manual kerning applied between
characters, or remove kerning from a kerning pair.
• Story Direction: Lets you specify horizontal or vertical story direction for the
selected text box.

26 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
This feature is considered an East Asian feature and is only available when you
have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East
Asian).

• Rubi: Lets you control rubi characters applied to text.
This feature is considered an East Asian feature and is only available when you
have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East
Asian).

• Group Characters: Lets you place horizontal text in a vertical story.
This feature is considered an East Asian feature and is only available when you
have the East Asian preference enabled (QuarkXPress/Edit > Preferences > East
Asian).

• Alignment: Lets you align active paragraphs to the left, right, or center. Also lets
you justify or force-justify selected paragraphs.
• Character Alignment: Lets you align active characters to the top, center, baseline,
or bottom.
In East Asian configuration, the options are: ICF Box Top, ICF Box Bottom,
Embox Top, Embox Center, Embox Bottom and Roman Baseline . These let
you align the small characters in a line to the ICF specified by the large characters.
In vertical text frames, ICF Top/Right aligns the text to the right of the ICF, and
ICF Bottom/Left aligns the text to the left of the ICF.

• Baseline Shift (Windows only): Lets you move selected text up or down in relation
to the baseline without changing line spacing.
• Character (Windows only): Displays the Character Attributes dialog box, which
lets you control every aspect of character formatting for selected text.
• Leading (Windows only): Lets you change the line spacing of selected paragraphs.
• Formats (Windows only): Displays the Paragraph Attributes dialog box, which
lets you control every aspect of paragraph formatting for selected text.
• Tabs (Windows only): Lets you set tab stops for selected paragraphs.
• Rules (Windows only): Lets you create automatic lines above and below selected
paragraphs.
• Paragraph Style Sheet: Lets you apply paragraph style sheets to selected text.
• Character Style Sheet: Lets you apply character style sheets to selected text.
• Footnotes/Endnotes: Lets you view, add and edit footnotes and endnotes.
• Footnote Separator Style: Lets you apply a different footnote separator style.
• Update Style Sheet: Lets you update a character or paragraph style sheet definition
based on local changes to the applied style sheet.
• Item Styles: Lets you view and update applied item styles.

A GUIDE TO QUARKXPRESS 2016 | 27

THE USER INTERFACE
• Change Case: Lets you change case of selected text to uppercase, lower case, or
title case.
• Flip Horizontal: Lets you flip selected text horizontally.
• Flip Vertical: Lets you flip selected text vertically.
• Cross Reference: Lets you insert and synchronize cross references.
• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to selected
text.
• Anchor: Lets you create or modify an anchor for selected text.
• Remove Manual Kerning (Mac OS only) : Lets you remove all manual kerning
applied between characters, or remove kerning from a kerning pair.
• Underline Styles (Windows only): Lets you modify and apply an underline style
to selected text.

Style menu for pictures
The Style menu for pictures includes commands for formatting and editing pictures.
This menu includes the following commands:
• Color: Applies a color to a selected grayscale or one-bit picture.
• Shade: Lets you set the intensity of an applied color.
• Opacity: Lets you control the transparency of a selected picture.
• Halftone (Windows only): Lets you apply a halftone screen pattern to a selected
grayscale picture.
• Stretch Picture To Fit Box: Reduces or enlarges the selected picture horizontally
and vertically to fill its picture box.
• Scale Picture To Box: Reduces or enlarges the selected picture proportionately
to fill its picture box.
• Fit Box To Picture: Reduces or enlarges the picture box to fit the size of the
selected picture.
• Item Styles: Lets you view and update applied item styles.
• Center Picture: Centers the selected picture in its picture box.
• Flip Horizontal: Flips the selected picture horizontally.
• Flip Vertical: Flips the selected picture vertically.
• Convert to Native Objects: Convert the existing item to a native QuarkXPress
object.
• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a
selected picture or box.
• Anchor: Lets you create or modify an anchor for a selected picture or box.

Style menu for lines
The Style menu for lines includes the following commands:

28 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
• Line Style: Lets you apply a line style to a selected line.
• Arrowheads: Lets you apply an arrowhead style to a selected line.
• Width: Lets you adjust the width of a selected line.
• Color: Lets you change the color of a selected line.
• Shade: Lets you set the intensity of an applied color.
• Opacity: Lets you control the transparency of a selected line.
• Item Styles: Lets you view and update applied item styles.
• Hyperlink: Lets you modify and apply a hyperlink, page link, or anchor to a
selected line.
• Anchor: Lets you create or modify an anchor for a selected line.

Item menu
The Item menu includes commands for controlling item attributes, positions, grouping,
sharing, and more.
• Modify (Windows only): Lets you access a comprehensive set of controls such as
color, shade, position, size, frame, runaround, clipping path, and more for an
item.
• Frame (Windows only): Lets you specify frame attributes such as width, style, color,
and opacity for an item.
• Runaround (Windows only): Lets you specify whether text runs inside, outside,
or through a picture or its picture box.
• Clipping (Windows only): Lets you select the clipping type for a given item and
control its outset.
• Duplicate: Lets you create a copy of an item and its contents.
• Step and Repeat (Windows only): Lets you duplicate an active item multiple times
and in any position you specify.
• Super Step and Repeat: Lets you duplicate an active item multiple times and
specify scale, rotation, and shading for the duplicates.
• Delete: Lets you delete a selected item and its contents.
• Lock: Lets you prevent accidental changes to items and their contents by locking
its position or content.
• Fit Box to Text: Reduces or enlarges the text box to fit the size of the text it
contains.
• Send & Bring (Mac OS X only): Lets you move an item one level backward in the
page or layer's stacking order, move an item to the back of the page or layer, move
an item to the front of the page or layer, or move an item one level forward in
the page or layer's stacking order.
• Send Backward (Windows only): Moves an item one level backward in the page
or layer's stacking order.
• Send to Back (Windows only): Moves an item to the back of the page or layer.

A GUIDE TO QUARKXPRESS 2016 | 29

THE USER INTERFACE
• Bring Forward (Windows only): Moves an item one level forward in the page or
layer's stacking order.
• Bring to Front (Windows only): Moves an item to the front of the page or layer.
• Group: Lets you combine two or more active items (including lines, boxes, text
paths, tables, and other groups) into a group.
• Ungroup: Performs an Ungroup on the currently selected grouped items.
• Ungroup All: Lets you break a group into its component items or groups.
• Insert Inline Table: Lets you insert an inline table.
• Space/Align: Lets you position the selected items evenly with regard to each other
or with regard to the page or spread.
• Constrain: Lets you restrict an item so that it cannot move beyond the boundaries
of the item to which it is constrained.
• Unconstrain: Removes any constrains applied to the item.
• Content: Lets you change the content type of an item.
• Shape: Lets you change the shape of an active item.
• Merge: Lets you merge selected items in a number of ways. (Mac OS X : Merge or
Split Paths)
• Split: Lets you split boxes that contain non-overlapping shapes, split boxes that
contain shapes within shapes, or split boxes that contain a border that crosses
over itself (such as a figure eight). (Mac OS X : Merge or Split Paths)
• Point/Segment Type: Lets you change the point or segment type of an item so
you can manipulate points, curve handles, and line segments.
• Convert Text To Boxes: Lets you convert the contents of a selected text box to
a Bézier box.
• Edit: Lets you modify item shape, runaround, or clipping path.
• Flip Shape: Lets you flip a Bézier shape in its frame either vertically or horizontally.
• Share: Lets you access sharing properties of an item and synchronize or re-use
content such as text, pictures, boxes, lines, and Composition Zones.
• Unsynchronize Size: Removes synchronization of a single instance of the item
without affecting other occurrences of that item (or the synchronization attributes).
• Unsynchronize Item/Content: Removes synchronization of a single instance of
the item without affecting other occurrences of that item (or the synchronization
attributes).
• Drop Shadow (Windows only): Lets you apply or modify an item's drop shadow.
• Copy To Other Layouts: Lets you copy to selected items to another layout.
• Callout Anchor: Lets you configure callout anchors and callouts. For more
information, see "Working with callouts."
• Composition Zones: Lets you create or modify Composition Zones.

30 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
• Digital Publishing: Lets you configure items for digital publishing in ePub, Kindle,
App Studio and HTML5 Publication output formats. For more information, see
Digital Publishing with QuarkXPress.
• New Box From Clipping: Lets you to create a box from a clipping path.
• Scale: Lets you set the scale settings.
• Note: Lets you insert, delete, and navigate between notes. For more information,
see "Notes."

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

Layout menu
The Layout menu includes commands for working with and navigating to layouts.
• New: Lets you add a new layout.
• Duplicate: Lets you duplicate one layout to copy its items and content to another.
• Delete: Lets you remove a layout.
• New/Edit Layout Specification: Lets you create or modify Job Jackets properties
for a layout.
• Layout Properties: Lets you modify layout properties such as name, type, and
size.
• Advanced Layout Properties: Lets you modify sharing properties of a layout.
• eBook Metadata: Lets you apply metadata to the layout for eBook export. For
more information, see Digital Publish with QuarkXPress.
• Add Pages to Reflow: Lets you add page components to reflow tagging palette
to be able export to Reflow ePub.

A GUIDE TO QUARKXPRESS 2016 | 31

THE USER INTERFACE
• Previous: Activates the layout tab that was active prior to the current layout.
• Next: Activates the layout tab that is positioned to the immediate right of the
active layout.
• First: Activates the far-left layout tab.
• Last: Activates the far-right layout tab.
• Go to: Lets you activate a specific layout and then choose the layout from the
submenu.

Table menu
The Table menu includes commands for adding rows and columns to tables, modifying
table attributes, converting tables, and more.
• Insert: Lets you add a row or column to a table.
• Select: Lets you select a pattern of rows and columns or other table elements. This
makes it easy to apply alternating formatting — such as shading every other row.
• Delete: Lets you delete a selection from the table.
• Combine Cells: Lets you combine a rectangular selection of adjacent table cells
— including entire rows or columns — into a single cell.
• Table Break: Lets you continue a table in another location. The table break is the
maximum size the table can reach before it splits into two linked tables.
• Make Separate Tables: Lets you sever the link between continued tables so each
table becomes completely separate. This prevents changes to one portion of the
table from affecting all the continued tables.
• Repeat As Header: Lets you specify a header row to repeat automatically in
continued instances of a table.
• Repeat As Footer: Lets you specify a footer row to repeat automatically in
continued instances of a table.
• Convert Text to Table: Lets you convert text that has already been imported or
typed into a text box to a table. This works best with text that is delimited in some
way to indicate how to divide the information into columns and rows.
• Convert Table: Lets you convert the information in a table to text or to a group
of related boxes. You might convert a table for easy exporting of the current data
or to save a document containing features that are not supported in earlier versions
of QuarkXPress.
• Table Direction: Lets you specify horizontal or vertical orientation for a table.
• Link Text Cells: Lets you link table cells to each other just as text boxes and text
paths can be linked. Text that is typed, imported, or pasted into a linked cell fills
the first text cell, and then flows on to each subsequent linked cell.
• Maintain Geometry: Lets you prevent the width and height of a table from
changing when you insert or delete rows or columns.

32 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
View menu
The View menu provides options for viewing your document and specifying what
you see on screen when the menu item is checked. This menu includes the following
commands:
• Fit in Window: Automatically scales the view to fit (and center) an entire page
in the layout window.
• 50%: Scales the layout view to 50%.
• 75%: Scales the layout view to 75%.
• Actual Size: Scales the layout view to 100%.
• 200%: Scales the layout view to 200%.
• Thumbnails: Displays small representations of each page that you can rearrange
and copy between projects.
• Enter Full Screen (Mac OS X only): Lets you switch to full screen mode.
• Dynamic Guides: Displays nonprinting lines that appear when you create or
manipulate item on pages. They help you align, edit, and transform items relative
to other items on the page by displaying location and measurement values.
Displays a submenu allowing you to turn Dynamic Guides on and off and specify
the type of dynamic guides and feedback that appear (such as Align to Center of
Item, Align to Edges of Item, Align to Center of Page, Show Equal Dimensions,
Show Equal Spacing, and Show Measurements for Dimensions/Spacing).
Unlike Guides, which are document settings, displaying Dynamic Guides are
application specific settings.
• Guides: Displays nonprinting lines used to position items on pages, including
margin guides, the outlines of boxes, the "X" pattern in empty picture boxes, and
ruler guides.
• Hide Selection: Allows you to put QuarkXPress into a mode where selections are
not indicated visually in the document (no text highlighting, no handles), but
the selection is still honored by QuarkXPress.
• Page Grids: Displays nonprinting gridlines defined for the master page on which
the active layout page is based.
• Text Box Grids: Displays nonprinting gridlines applied to text boxes.
• Snap to Guides: Lets you quickly align items with guides so items will snap to
the nearest guide.
• Snap to Page Grids: Lets you quickly align items with page grids so items will
snap to the nearest guide.
• Rulers: Displays rulers, which you can use to position items and guides, along
the top and left edges or top and right edges of the layout window.
• Ruler Direction: Lets you position page rulers on the top and left or top and right
edges of the layout window.
• Invisibles: Displays editable, nonprinting characters such as spaces, tabs, and
paragraph returns in text.

A GUIDE TO QUARKXPRESS 2016 | 33

THE USER INTERFACE
• Visual Indicators: Displays indicators for non-printing elements, such as
hyperlinks and missing font highlighting.
• Highlight Content Variables: Displays indicators for the content variables.
• Highlight Cross References: Displays indicators for cross references.
• Trim View: Simulates what the page will look like when trimmed by cropping
any items that extend beyond the page boundary. You can control the color of
the pasteboard that displays when this item is selected in the Display pane of the
Preferences dialog box (QuarkXPress/Edit > Preferences).
• Hide Suppressed: Hides all items for which the Suppress Output box is checked
in the Box, Line, Picture, or Layout pane of the Modify dialog box, including
the Measurements palette (Mac OS X only), as well as layers for which Suppress
Output is checked in the Attributes dialog box. In addition, this option hides
underlines on hyperlinks, hyperlink anchors, index markers, and the text overflow
symbol.
• Show/Hide Notes: Allows you to hide or show notes in your project.
• Proof Output : Lets you preview how the layout will look when output to different
media and for different printing methods. This display simulation is accurate
enough for soft proofing.
• Story Editor: Displays the active story in Story Editor view. For more information,
see "Using Story Editor view."
• View Sets: Lets you create and easily switch between different view options.

Utilities menu
The Utilities menu includes the following commands:
• Insert Character: Lets you easily insert special characters, including special
breaking and nonbreaking spaces.
• Content Variable: Lets you insert a content variable as well as create new, edit,
remove (not delete) and convert to text..
• Check Spelling: Use the submenu to display the Check Spelling palette to check
the spelling of a word, a selection of text, a story, a layout, or all master pages in
a layout. On Mac OS X, Auxiliary Dictionary and Edit Auxiliary are part of
Check Spelling submenu.
• Auxiliary Dictionary (Windows only): Lets you specify an auxiliary dictionary for
use in spell checking.
• Edit Auxiliary (Windows only): Lets you edit the auxiliary dictionary associated
with the active layout .
• Word and Character Count: Use the submenu to display the Word and Character
Count dialog box. This dialog box displays the number of full-width characters,
half-width characters, and various other kinds of characters in the active text
component or in the layout.
• Line Check: Displays a submenu that lets you find widows, orphans, loosely
justified lines, lines that end with a hyphen, and overflow situations.
• IME Reconversion: IME Reconversion is supported in the following ways:

34 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
1 On Mac OS X: IME Reconversion is supported through the IME Menu. However
it works for Japanese IME Only.
2 On Windows: IME Reconversion is supported through the IME Reconversion menu
option on the QuarkXPress Utilities Menu, as well as the Context Menu. It works
for all Japanese IME, Korean IMEs and a few Simplified and Traditional Chinese
IMEs.
IME Reconversion is also supported through the keyboard on both Windows and
Mac OS X.

• Suggested Hyphenation: Displays the suggested hyphenation for the word
containing the text insertion point.
• Hyphenation Exceptions: Displays a submenu that allows you to edit the
exceptions and also import and export .xml files containing lists of
language-specific hyphenation exceptions. Displays the Hyphenation Exceptions
dialog box.
• Convert Project Language : Lets you convert all of the characters in the active
project that use a particular character language to a different character language.
• Usage: Lets you view and update the status of fonts, pictures, color profiles, tables,
Composition Zones, and assets used in layouts. Multiple missing digital files can
be updated all at once using the Usage dialog.
• Item Styles Usage: Lets you view and update applied item styles.
• Job Jackets Manager: Displays the Job Jackets Manager dialog box.
• Build Index: Lets you create an index from the contents of the Index palette.
• Insert Placeholder Text: Generates random text in the active text box so that
you can preview how text will flow and be styled, even though you might not
have actual content yet.
• Cloner: Displays the Cloner dialog box. For more information, see " Cloner
XTensions software."
• ImageGrid: Displays the ImageGrid dialog box. For more information, see "
ImageGrid XTensions software."
• Tracking Edit (Windows only): Lets you control tracking for installed fonts.
• Kerning Table Edit (Windows only): Lets you control kerning for installed fonts.
• Linkster: Displays the Linkster dialog box. For more information, see " Linkster
XTensions software."
• ShapeMaker: Displays the ShapeMaker dialog box. For more information, see "
ShapeMaker XTensions software."
• Remove Manual Kerning (Windows only): Lets you remove all manual kerning
applied between characters, or remove kerning from a kerning pair.
• Font Mapping: Lets you create and edit rules for substituting a new font for a
font that is requested by a project but which is not installed on your computer.
• Component Status (Windows only): Lets you view the status of required software
components.

A GUIDE TO QUARKXPRESS 2016 | 35

THE USER INTERFACE
• PPD Manager : Lets you control which PostScript Printer Description files (PPDs)
are loaded in the Print dialog box.
• Convert Old Underlines: Converts all underlines in the active text chain from
QuarkXPress 3.x (Stars & Stripes) format to Type Tricks format.
• XTensions Manager: Lets you control which XTensions modules are loaded when
the application is launched.
• Profile Manager: Lets you control which color profiles are loaded in the
application.
• Make QR Code: Lets you generate vector Quick Response (QR) codes directly
within QuarkXPress then style and color them the way you want.. You have the
choise between creating vector based QR codes or pixel based QR codes. If you
choose pixel based QR codes, they will be created in your Documents folder. When
you call the QR Code dialog again, the data behind the QR code will be shown.
• Redline: Use the submenu to turn automatic tracking and highlighting on and
off. You can also use this submenu to display the Redline palette.
• Check Out License/Check In License: Displays only if you have installed the
application for use with Quark License Administrator (QLA). Lets you check
licenses in and out.

Window menu
The Window menu enables you to control the on-screen display of open windows
and palettes. This menu includes the following commands:
• New Window: Displays the active project in a new window. You can then view
different parts of the project in each window.
• Split Window: Splits the project window into two parts. You can then view
different parts of the project in each part of the window.
• Bring All to Front (Mac OS X only): Positions and displays all open windows.
• Cascade (Windows only): Layers multiple open projects so just a portion of each
project's menu bar displays.
• Tile (Mac OS X only): Tiles all open windows horizontally to fit on the screen.
• Tile Horizontally (Windows only): Tiles all open windows horizontally to fit on
the screen.
• Tile Vertically (Windows only): Tiles all open windows vertically to fit on the
screen.
• Arrange Icons (Windows only): Minimizes all active projects.
• Close All (Windows only): Closes all active projects.
• Palette Sets: Use the submenu to store and recall arrangements of palettes.
• Turn Hiding On (Mac OS X only): Allows you to display and hide groups of docked
palettes.
• Advanced Image Control: Displays and hides the Advanced Image Control
palette.

36 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
• App Studio Publishing: Displays and hides the App Studio Publishing palette.
For more information, see Digital Publishing with QuarkXPress.
• Books: Displays and hides the Books palette. For more information, see "Working
with books."
• Callout Styles: Displays the Callout Styles palette. For more information, see
"Working with callout styles."
• Colors: Displays and hides the Colors palette.
• Color Blends: Displays and hides the Color Blends palette. For more information,
see "Creating multi-color blends."
• Conditional Styles: Displays the Conditional Styles palette. For more information,
see "Working with conditional styles."
• Footnote Styles: Displays and hides the Footnote Styles palette. For more
information, see "Working with footnotes and endnotes."
• Content: Displays and hides the Content palette.
• Content Variables: Displays and hides the Content Variables palette.
• Glyphs: Displays and hides the Glyphs palette.
• Grid Styles: Displays and hides the Grid Styles palette.
• Guides: Displays and hides the Guides palette.
• HTML5: Displays and hides the HTML5 palette.
• Hyperlinks: Displays and hides the Hyperlinks palette.
• Index: Displays and hides the Index palette.
• Item Styles: Displays and hides the Item Styles palette.
• Layers: Displays and hides the Layers palette.
• Lists: Displays and hides the Lists palette.
• Table Styles: Displays and hides the Table Styles palette.
• Measurements: Displays and hides the Measurements palette.
• Page Layout: Displays and hides the Page Layout palette.
• Profile Information: Displays and hides the Profile Information palette.
• Redline: Displays and hides the Redline palette.
• Reflow Tagging: Displays the Reflow Tagging palette. For more information,
see "Working with Reflow."
• Scale: Displays and hides the Scale palette. For more information, see "Scale
XTensions software."
• Style Sheets: Displays and hides the Style Sheets palette.
• Tools: Displays and hides the Tools palette.
• Welcome Screen: Displays the welcome screen.
In addition, this menu includes an item for every open window. You can use these
menu items to easily switch between windows.

A GUIDE TO QUARKXPRESS 2016 | 37

THE USER INTERFACE
Help menu
The Help menu provides access to the online help. This menu includes the following
commands:
• Search Use this command to search the local help file.
• Help Topics (Mac OS X only): Use this command to display the online help.
• Contents (Windows only): Use this option to view the Contents tab of the Help
window.
• Index (Windows only): Use this option to view the Index tab of the Help window.
• What's New: Use this option to explore What's New in this version of QuarkXPress.
• Transfer QuarkXPress License (Windows only): Use this option to transfer your
license to another computer.
• About QuarkXPress (Windows only): Use this command to display information
about QuarkXPress, such as the version number and the build number.
• Edit License Code (Windows only): Use this command to change the validation
code of an installed copy of QuarkXPress. By changing this code, you can change
a Test Drive version (formerly called "evaluation copy") of QuarkXPress into a
fully functional version, change the languages supported by the user interface,
or change QuarkXPress into a Plus edition.
• Check for Updates (Windows only): Use this command to check for updates to
QuarkXPress.
• Quark Update Settings (Windows only): Use this command to configure automatic
update settings.

Context menus
QuarkXPress offers a wide variety of functionality through context menus. To display
a context menu, Control+click (Mac OS X) or right-click in text, on a picture, or on a
palette.

Palettes
To open or display a palette, check the palette name in the Window menu.
To close an open palette, click the close box in the upper-left corner of the palette,
uncheck the palette name in the Window menu, or use the appropriate keyboard
equivalent.
(Mac OS X only) Palettes can be vertically docked to the left and right edges of the
screen, and docked palettes on screen edges form a group and can be moved as a group.
You can also hide groups of docked palettes by choosing Window > Turn Hiding On.
Docked palettes contain snaps giving a unified look to the application. In the document
window, the resize (+) button can be used to unsnap / snap a window to the palettes.
A splitter is added between the window and palette edges so that resizing the palette
also resizes the window.

38 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
Due to its width, the Measurements palette can only be docked horizontally to the
upper or lower edge of the screen. The Tool palette can be docked either vertically or
horizontally.

(Mac OS X only) Palettes can be dragged and merged into any palette groups. When
dragging, a thumbnail is shown indicating whether the palette will be merged or placed
above. A blue line indicator is shown in the palette group to indicate the location the
palette will be dropped.

Advanced Image Control palette
The Advanced Image Control palette lets you control the display of imported images.
For more information, see "Working with PSD pictures."

The Advanced Image Control palette lets you manipulate imported images.

Books palette
The Books palette allows you to work with books. The buttons at the top of this palette
let you create and open books and add, edit, and delete chapters in books.
For more information, see "Working with books."

A GUIDE TO QUARKXPRESS 2016 | 39

THE USER INTERFACE

The Books palette lets you work with books.

Callout Styles palette
The Callout Styles palette lets you work with callout styles. For more information,
see "Working with callout styles."

Colors palette
The Colors palette lets you view and apply colors defined in the active project. The
buttons at the top of this palette let you create, edit, and delete colors.
Users create colors through the Colors dialog box (Edit > Colors). For more
information, see "Working with colors."

The Colors palette lets you view and apply colors.

Color Blends palette
The Color Blends palette lets you define and apply multi-color blends.
For more information, see "Creating multi-color blends."

40 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE

The Color Blends palette lets you define and apply multi-color blends.

Conditional Styles palette
The Conditional Styles palette lets you work with conditional styles. For more
information, see "Working with conditional styles."

Content palette
The Content palette provides access to items in the shared content library. From this
palette, you can duplicate and synchronize that content across different layouts. The
buttons at the top of this palette let you add, import, insert, edit, and control the
synchronization of content.
Users can create shared items through the Shared Item Properties dialog box (Item >
Share). For more information, see "Working with shared content."

The Content palette provides access to items in the shared content library.

Content Variables palette
The Content Variables palette provides access to content variables. From this palette,
you can add, edit, and duplicate content variables. You can also search for content
variables and convert existing content variables to text. This palette lists the preefined
content variables and allows you to create new ones of various content variable types.

A GUIDE TO QUARKXPRESS 2016 | 41

THE USER INTERFACE
To highlight existing content variables, use the View > Highlight Content Variable
menu item. Users can also insert, add and edit content variables using the Utilities >
Content Variable menu item. For more information, see "Content variables."

The Content Variable palette provides access to the content variables.

Footnote Styles palette
The Footnote Styles palette allows you to:
• add, edit, delete and duplicate footnote styles.
• insert new footnotes and endnotes or modify existing footnotes and endnotes
using a custom Footnote/Endnote option/button.
• change between different footnote/endnote styles by selecting the
footnote/endnote reference in the parent text and clicking on the desired style
in the palette.
Users can also insert, add and edit footnote styles using the Edit > Footnote Styles
menu item.
Users can also insert footnotes and switch between footnotes and the reference text
using the Style > Footnotes/Endnotes menu item. For more information, see "Working
with footnotes and endnotes."

42 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE

The Footnote Styles palette provides access to footnotes.

Glyphs palette
The Glyphs palette gives you easy access to every character in each font on your
computer. You can display all characters in the selected font or narrow down the
selection by choosing an option from the second drop-down menu. The selected
characters Unicode value is visible at the bottom right. You can add characters to a
story by double-clicking them. Using the Favorite Glyphs area at the bottom of the
palette, you can store often-used characters for easy access.

The Glyphs palette gives you easy access to every character in every font.

Grid Styles palette
A grid style is a named package of settings that describe a grid — like a style sheet for
a design grid. You can apply grid styles to text boxes and can use them as the basis for
master page grids. You can also base grid styles on other grid styles. Grid styles are
displayed in the Grid Styles palette (Window menu). For more information, see
"Working with grid styles."

A GUIDE TO QUARKXPRESS 2016 | 43

THE USER INTERFACE

The Grid Styles palette lets you create and apply grid styles.

Guides palette
The Guides palette lets you work with guides. For more information, see "Using the
Guides palette."

HTML5 Palette
The HTML5 palette lets you create and configure movies, slideshows, buttons, and
more for Digital layouts. For more information on creating a Digital, see Digital
Publishing with QuarkXPress.

Hyperlinks palette
The Hyperlinks palette lets you add and edit hyperlinks in your document. For more
information, see "Hyperlinks."

The Hyperlinks palette allows you to work with hypelinks in your document.

44 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
Index palette
The Index palette lets you tag text for indexing. When you create an index, all of the
tags you created with the Index palette are automatically turned into a customizable
index. For more information, see "Working with indexes."

The Index palette lets you tag text for inclusion in an automatically generated index.

Item Styles palette
The Item Styles palette lets you work with item styles. For more information, see "Item
Styles XTensions software."

Layers palette
The Layers palette lets you create layers, edit layer properties, control whether those
layers display and print, and move objects between layers. For more information, See
"Working with layers."

A GUIDE TO QUARKXPRESS 2016 | 45

THE USER INTERFACE

The Layers palette lets you work with layers and the objects on those layers.

Lists palette
The Lists palette helps you view and generate lists. This feature is useful for creating
things like tables of contents. You can create lists in the Lists dialog box (Edit > Lists).
The List Name drop-down menu lets you choose from among the lists defined in the
active project and the Update button lets you refresh the list currently displayed in
the palette.
The Find button enables you to locate items in the Lists palette. You can also navigate
to a word or heading by simply double-clicking it in the palette.
The Build button lets you insert the active list into the active text chain. If the list
already exists in the story, you can update it rather than inserting another copy. The
Format As style sheets for the list are applied automatically.

The Lists palette lets you create things like tables of contents

Measurements palette
With the Measurements palette (Window menu), you can quickly edit many
commonly used controls. Options in the Measurements palette change to reflect the

46 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
selected tool or item. When you select multiple items of the same type (such as three
separate picture boxes), the Measurements palette controls apply to all selected items.
You have the option to make the Measurements palette 50% larger, perfect for smaller
screens with high resolutions.
The Measurements palette displays a row of icons called the navigator tab above the
center of the palette. You can cycle left-to-right through the Measurements palette
navigator tab icons by pressing Command+Option+;/Ctrl+Alt+;. You can move in
reverse (right-to-left) by pressing Command+Option+,/Ctrl+Alt+,.
To continuously display the navigator tab, Control+click/right-click the Measurements
palette title bar and choose Always Show Tab Bar. To permanently hide the navigator
tab, Control+click/right-click the Measurements palette title bar and choose Always
Hide Tab Bar. To make the navigator tab bar display interactively.
Control+click/right-click the Measurements palette title bar and choose Show Tab
on Rollover.

Measurements palette - Mac OS X
The selection of tabs displayed on the Measurements palette depends on which items
are active, and the display of any tab changes to fit the item or items that are active.
The available tabs are as follows:
• Home tab: Contains often-used controls. Displays differently for text boxes, picture
boxes, lines, and tables.

• Character tab: Contains controls allowing you to set the character attributes of
the currently selected text.

• Paragraph tab: Contains controls allowing you to set the paragraph attributes of
the currently selected text box.

• Rules tab: Contains controls allowing you to set the rules attributes of the currently
selected text box.

• Tabs tab: Contains controls allowing you to set up the tabs in the currently selected
text box.

A GUIDE TO QUARKXPRESS 2016 | 47

THE USER INTERFACE
• Text Box tab: Contains controls allowing you to set the text attributes of the
currently selected text box.

• Picture Box tab: Contains controls allowing you to set the picture attributes of
the currently selected picture box.

• Clipping tab: Contains controls allowing you to set the clipping attributes of the
currently selected picture box.

• Frame tab: Contains controls allowing you to set the frame attributes of the
currently selected box.

• Runaround tab: Contains controls allowing you to set the frame attributes of the
currently selected object. Displays differently for text boxes, picture boxes, and
lines.

• Space/Align tab: Contains controls from the Space/Align submenu (Item >
Space/Align).

• Drop Shadow tab: Contains controls allowing you to set the drop shadow
attributes of the currently selected object.

• Table tab: Contains controls allowing you to set the table attributes of the currently
selected table.

• Composition Zones tab: Contains controls allowing you to set the attributes for
the currently selected composition zone .

48 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
When you select a picture box that contains an image, the number next to the Effective
Image Resolution icon

in the Home tab of the Measurements palette displays the

effective resolution of the image. The actual image resolution divided by the scale of
the image equals the effective resolution. For example, if you import an image with
an actual image resolution of 100 dpi and then increase the scale from 100% to 200%,
the effective resolution is 50 dpi. The higher the effective resolution is, the higher the
quality of the reproduced image will be. Note that if you select multiple picture boxes
with varying effective resolutions, no number displays next to the Effective Image
Resolution icon.

Measurements palette - Windows
The selection of tabs displayed on the Measurements palette depends on which items
are active, and the display of any tab changes to fit the item or items that are active.
The available tabs are as follows:
•

Classic tab: Contains often-used controls. Displays differently for text boxes,
picture boxes, lines, and tables.

•

Text tab: Contains controls from the Text tab of the Modify dialog box
(Item > Modify).

•
•

Frame tab: Contains controls from the Frame tab of the Modify dialog box.
Runaround tab: Contains controls from the Runaround tab of the Modify
dialog box. Displays differently for text boxes, picture boxes, and lines.

•

Clipping tab: Contains controls from the Clipping tab of the Modify dialog
box.

•

Character Attributes tab: Contains controls from the Character Attributes
dialog box (Style > Character).

•

Paragraph Attributes tab: Contains controls from the Formats tab of the
Paragraph Attributes dialog box (Style > Formats).

•

Text Path tab: Contains controls from the Text Path tab of the Modify dialog
box.

•

Space/Align tab: Contains controls from the Space/Align submenu (Item >
Space/Align).

•

Grids tab: Contains controls from the Grid tab of the Modify dialog box.
(selected tables only).

•

Drop Shadow tab: Contains controls from the Drop Shadow tab of the Modify
dialog box.

•

Tabs tab: Contains controls from the Tabs tab of the Paragraph Attributes
dialog box.

When you select a picture box that contains an image, the number next to the Effective
Image Resolution icon

in the Classic tab of the Measurements palette displays the

effective resolution of the image. The actual image resolution divided by the scale of
the image equals the effective resolution. For example, if you import an image with

A GUIDE TO QUARKXPRESS 2016 | 49

THE USER INTERFACE
an actual image resolution of 100 dpi and then increase the scale from 100% to 200%,
the effective resolution is 50 dpi. The higher the effective resolution is, the higher the
quality of the reproduced image will be. Note that if you select multiple picture boxes
with varying effective resolutions, no number displays next to the Effective Image
Resolution icon.

The tab bar displays above the center of the Measurements palette.

Page Layout palette
The Page Layout palette provides a variety of features having to do with pages and
navigation.

The Page Layout palette lets you work with master pages and layout pages.
The top portion of the palette lets you create, duplicate, and delete master pages. To
view and edit a master page, double-click it; the master page displays in the active
project window. A single-sided master page displays as a rectangle, while a facing-page
master page displays with two folded corners.
The bottom portion of the palette lets you navigate through the pages in the active
layout. To go to a layout page, double-click in this portion of the palette.
To apply a master page to a layout page, drag the master page icon onto the layout
page icon. Alternatively, you can select the layout page icons in the palette and them
Command-click/Ctrl-click the master page icon.

Profile Information palette
The Profile Information palette lets you view and update color management settings
for pictures. For more information, see "Color management."

50 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE

The Profile Information palette lets you precisely control color management settings for
pictures.

Redline palette
The Redline palette allows you to setup the tracking of changes in your projects.
For more information, see "Redline."

The Redline palette lets you work with tracking.

Reflow Tagging palette
The Reflow Tagging palette lets you tag content for Reflow ePub.

Scale palette
The Scale palette lets you perform advanced scaling operations. For more information,
see "Scale XTensions software."

Style Sheets palette
The Style Sheets palette (Window > Style Sheets) enables you to apply character and
paragraph style sheets by clicking style sheet names. The buttons at the top of each
section of this palette let you create, edit, duplicate, update, and delete style sheets.
A plus sign next to a style sheet indicates that local formatting has been applied.

A GUIDE TO QUARKXPRESS 2016 | 51

THE USER INTERFACE

The Style Sheets palette lets you view and apply paragraph and character style sheets.

Table Styles palette
The Table Styles palette allows you to add, edit, and delete table styles.

The Table Styles palette provides access to the table styles.

Tools palette
The Tools palette lets you easily switch between a wide variety of tools for working
with layouts. For more information, see "Tools."

Palette groups and palette sets
QuarkXPress offers two features that help you to manage palettes: palette groups and
palette sets.

Using palette groups
The Palette Groups feature lets you combine several palettes into one.

52 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE

This palette group shows the Colors, Advanced Image Control, and Style Sheets palettes
attached as one, which economizes space while providing easy access to functions.
(Windows only)To attach a palette to a palette group, Control+click/right-click the title
bar of a palette group and choose an unchecked palette name. When you attach a
palette that is already displayed, the palette moves to become part of the palette group.
To detach a palette from a palette group, Control+click/right-click the palette name
and choose Detach [palette name].
(Mac OS X only)To attach a palette to a palette group, click the

icon in the top

right of a palette and choose an unchecked palette name from the list. Palettes that
are already displayed can also be dragged and merged into a palette group. When
dragging, a thumbnail is shown indicating whether the palette will be merged or placed
above. A blue line indicator is shown in the palette group to indicate the location the
palette will be dropped.
(Mac OS X only)Docked palettes on screen edges form a palette group and can be moved
as a group. Palette groups can be set to auto show/hide.

Using palette sets
The Palette Sets feature lets you store and recall the position and status of all open
palettes and libraries, so that you can easily switch between different palette
configurations.

A GUIDE TO QUARKXPRESS 2016 | 53

THE USER INTERFACE
To create a palette set, first display all of the palettes you will need for a particular task
and hide all other palettes. Then choose Window > Palette Sets > Save Palette Set
As to display the Save Palette Set As dialog box, enter a name, and optionally assign
a key command.
To retrieve a palette set, choose Window > Palette Sets > [name of palette set] or
press the keyboard combination for that palette set.

Layout controls
When you open a project, you have immediate access to some basic features at the
bottom left of the project window.

Layout controls
1 Zoom: Enter a zoom percentage or choose a zoom value from the drop-down menu
(the maximum zoom limit is 8000%).
2 Page Number: Enter a page number in the Page Number field or choose a page from
the page list that displays when you click the upward facing arrow to the right of the
field.
3 Previous Page: Navigate to the previous page.
4 Next Page: Navigate to the next page.
5 View Master Page: Switch back and forth between the active layout page and its master
page.
6 Split Screen Horizontal: View the layout in two or more separate panes one above
the other.
7 Split Screen Vertical: View the layout in two or more separate panes side by side.
8 Export: Display the same export options that are available when you choose File >
Export.
9 Page Preview: Click the up arrow next to the Page Number field to see a thumbnail
view of all of the pages in the layout. Mac OS X users can continue to click the up
arrow to enlarge the thumbnails.

Views and view sets
QuarkXPress gives you multiple ways to view your layouts. You can split a window or
create a new window to show two different layouts, or two different views of the same

54 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
layout. You can use Story Editor view to concentrate on text without having to look
at the layout. And the View Sets feature lets you create and easily switch between
different view options.

Splitting a window
By splitting a window into two or more panes, you can display multiple views of one
project at the same time, and you can see changes in all panes simultaneously. You
can even use different view modes in each pane, and see your edits in one pane and
update in the other pane in real time. You can split multiple views horizontally or
vertically within a window.

By splitting a window, you can view your work at different magnifications at the same time.
There are three ways to split a window:
• Choose Window > Split Window > Horizontal or Window > Split Window >
Vertical.
• (Windows only) Click the split bar to the right of the scroll bar (for a vertical split)
or at the top of the scroll bar (for a horizontal split).
• Click the split-screen icons in the layout controls bar at the bottom of the project
window.
Once a window has been split, you can change the width and height of the split by
dragging the bars between the splits.
To remove splits from a window, use one of the following techniques:
• Choose Window > Split Window > Remove All.
• Click the close button in the top right corner of the window.

Creating a window
To create a new window that displays the active project, choose Window > New
Window.

A GUIDE TO QUARKXPRESS 2016 | 55

THE USER INTERFACE
If you open multiple windows for a project, make changes to that project, and then
begin closing the windows, the application will not prompt you to save the project
until you attempt to close the last window that displays the project.

Using Story Editor view
Story Editor view lets you concentrate on the text of a story without the distraction
of the layout. In Story Editor view, all text is the same size and the same font, the
text fills the entire window, and only the most basic character formatting (such as
bold and italic) are displayed. A red background indicates where text has overflowed
beyond the last text box or path in the story.
To display the contents of the active story in a new Story Editor window, select a box
or line that contains the target story and choose View > Story Editor. (If a Story Editor
window is already open, the selected item's story displays in that window.)
If you want to monitor the overall appearance of a page as you edit its text at an
easy-to-view size, you can position a Story Editor window next to a layout window
that shows the same story.

A story in layout view (left) and in a Story Editor window (right)

View sets
The View menu provides various options for how a layout displays. You can display
or hide guides, grids, invisible characters, visual indicators, and more. (For more
information, see "View menu.") The View Sets feature lets you store and recall different
combinations of these settings. The settings that are stored in a view set are as follows:
• View > Guides
• View > Page Grids
• View > Text Box Grids
• View > Rulers
• View > Ruler Direction
• View > Visual Indicators

56 | A GUIDE TO QUARKXPRESS 2016

THE USER INTERFACE
• View > Invisibles
• View > Trim View
• View > Hide Suppressed
QuarkXPress ships with several default view sets:
• Default: This is the default set of view options that displays when you create your
first layout after launching QuarkXPress for the first time.
• Output Preview: This view set simulates a printed page as closely as possible.
Guides, grids, invisibles, and visual indicators are hidden. View > Trim View,
View > Hide Suppressed is turned on. The pasteboard displays using the color
you specify in the Display pane of the Preferences dialog box (QuarkXPress/Edit
> Preferences).
• Authoring View: This view set displays guides, invisibles, visual indicators, and
the ruler.
To create a view set, first turn on only the view options you want to store in that view
set. Then choose View > View Sets > Save View Set As to display the Save View Set
As dialog box, enter a name, and optionally assign a key command.
To switch to a view set, do one of the following things:
• Choose View > View Sets > [name of view set].
• Press the keyboard combination for the view set.
• Display the View Sets palette (View > View Sets > Manage View Sets), click the
name of the view set in the palette, and then click Apply

(or simply double-click

the view set name).
To manage the view sets you have created, choose View > View Sets > Manage View
Sets. The View Sets palette displays. You can use the buttons at the top of this palette
to Edit

, Apply

, and Delete

the selected view set.

View Sets palette
View sets are saved at the application level. However, any view settings you apply to
a layout using view sets are saved with that layout.

A GUIDE TO QUARKXPRESS 2016 | 57

PROJECTS AND LAYOUTS

Projects and layouts
QuarkXPress files are referred to as projects, and each project contains one or more
layouts. Every layout is stored within a project, and every project contains at least one
layout. Each layout can contain as many as 2,000 pages, and can be as large as 224" x
224" in size (or 112" x 224" for a two-page spread). A project can contain an unlimited
number of layouts.
Because multiple layouts can be stored in a single file, you can easily share content
between different versions of a document — for example, a letter with identical text
in US letter and A4 layout sizes.
A QuarkXPress project can contain two types of layouts: Print and Digital. You can
use one project to create content for various media — such as print, PDF, ePub, native
apps, Kindle books and HTML5 Publications.

Working with projects
To create a project, choose File > New > Project. The New Project dialog box displays.

58 | A GUIDE TO QUARKXPRESS 2016

PROJECTS AND LAYOUTS

New Project dialog box for Print layout type
Every QuarkXPress project contains at least one layout. Therefore, when you create a
project, you must specify a default layout for the file. To indicate the type of the default
layout, choose Print or Digital from the Layout Type drop-down menu.
For more information about Digital layouts, see Digital Publishing with QuarkXPress.
A project created in any language edition of QuarkXPress can be edited, printed, and
saved in any other language edition of QuarkXPress. All available spell checking
dictionaries and hyphenation rules are supported by every language edition.

Options for Print layouts
You can use the default layout name or enter a new name for the layout in the Layout
Name field.
By default, tabs display at the top of the project window for each of the layouts in a
project. To prevent these tabs from displaying, check Single Layout Mode. (You can
still add layouts to a project, but this will turn off the Single Layout mode.)
The controls in the Page area let you set the page size and orientation for the default
layout.
To use custom page sizes see the information in "Custom page size."

The Facing Pages check box lets you create spreads. In a project with a horizontal
default story direction, the Allow Odd Pages On Left check box lets you control

A GUIDE TO QUARKXPRESS 2016 | 59

PROJECTS AND LAYOUTS
whether you can have odd pages on the left. In a project with a vertical default story
direction, the Allow Odd Pages On Right check box lets you control whether you
can have odd pages on the right.
The Automatic Text Box check box lets you add a text box to the default master page
for the layout.
The Margin Guides controls let you set default margins for the layout, and the controls
in the Column Guides area lets you create a multi-column page by default.
The Page Count allows you to specify the number of pages you want to initially create.

Saving and naming a QuarkXPress project
When you save a QuarkXPress project for the first time, the Save As dialog box displays.
Use this dialog box to specify a project name, location, and type.
When you save a QuarkXPress project, you can choose an option from the Type/Save
as type drop-down menu:
• Choose Project to save a project that you can modify.
• Choose Project Template to save a read-only version of the project.

Exporting layouts and projects
To export one or more layouts in the active project, choose File > Export > Layouts
as Project. Enter a name in the Save As field, and specify a location.
To export all the layouts in a project, check Select All in the Layouts area. To export
individual layouts, check them in this area.
To export selected layouts that you can open in an earlier version of QuarkXPress,
choose the earlier version number from the Version drop-down menu.

Custom page size
If you use a specific custom page size on a regular basis, you can define this page size
and add it to the Page Size drop-down menu in the New Project dialog. These custom
page sizes can be used for Print and eBook layouts.
To create a custom page size:
1 Choose File > New > Project. The New Project dialog box displays.
2 Choose either Print or Digital from the Layout Type drop-down menu.

60 | A GUIDE TO QUARKXPRESS 2016

PROJECTS AND LAYOUTS

3 Choose New from the Page Size: drop-down menu. The Custom Page Size dialog box
displays.

4 Fill in a Name for the new custom page size, and define the Width and Height. The
orientation will be assigned automatically, depending on the values input for Width
and Height.
To create multiple custom page sizes, click Add. The new custom page size will appear
in the list and you will be able to create another. To delete a custom page size, select
it from the list and click Delete.. To edit a custom page size, select it from the list and
redefine the Width and Height fields.

A GUIDE TO QUARKXPRESS 2016 | 61

PROJECTS AND LAYOUTS
5 Click OK.
Any custom page sizes you create will appear in the Page Size drop-down menu in
the New Project and the New Layout dialog boxes and can be selected when creating
new Print and eBook layouts, however, custom page sizes defined for Print layouts can
only be used selected when creating new Print layouts, and custom page sizes defined
for eBook layouts can only be used selected when creating new eBook layouts. The
custom page sizes will be removed when your preferences are deleted and new
preferences created.
Custom page sizes can also be created using the New Layout dialog. (Layout > New).

Working with layouts
It's easy to navigate between layouts, add layouts, duplicate layouts, and delete layouts.
By default, tabs display at the top of the project window for each of the layouts in a
project. On Mac OS X only, you can change the order of layouts displayed in the layout
tab by dragging and dropping the layout name tabs. This setting is saved with the
document and the order is maintained.
To navigate between layouts, use the tabs at the top of the project window.
To add a layout to the active project, choose Layout > New or click a layout tab and
choose New from its context menu.
To duplicate a layout, display the layout you want to duplicate, then choose Layout >
Duplicate or choose Duplicate from the Layout tab context menu. User can duplicate
a Print layout into a Digital layout by choosing Digital as the layout type. (For more
information, see Digital Publishing with QuarkXPress.)
To change a layout's properties, display the layout, then choose Layout > Layout
Properties or choose Layout Properties from the Layout tab context menu. The
Layout Properties dialog box displays. You can use this dialog box to change limited
layout properties based on the layout type, but you cannot change a layout to or from
a Digital layout type. (For more information, see Digital Publishing with QuarkXPress.)
To delete a layout, display the layout, then choose Layout > Delete or choose Delete
from the Layout tab context menu.
When you use the following commands, only the active layout is included in the
resulting output:
• File > Export > Layout as PDF
• File > Export > Layouts as Project
• File > Export > Page as EPS
• File > Export > Layout as ePub
• File > Export > Layout as Kindle
• File > Export > Layout as HTML5 Publications
• File > Export > Layout as Image

62 | A GUIDE TO QUARKXPRESS 2016

PROJECTS AND LAYOUTS
Layers apply to the layout that is active when you create and edit them.
When you perform a project-level action (Edit > Undo), the action is added to the
Undo History in all layouts.
When you check spelling (Utilities menu), QuarkXPress checks only the active layout.
The Find/Change feature (Edit menu) can search only the active layout.

Project-level and layout-level resources
Some resources are defined at the project level, and others are defined at the layout
level.

Project-level resources
Project-level resources can be used by every layout in the project, and they are the
same in every layout where they are used. Project-level resources include application
preferences, style sheets, colors, H&Js, lists, and dashes and stripes.
Although every list definition you create can be used in any layout in the project, a
list only draws from the active layout when you build it.

Layout-level resources
Layout-level resources can be unique for every layout in the project. Layout-level
resources include the following:
• Layout preferences (QuarkXPress/Edit > Preferences > Layout )
• (Windows only) Kerning settings (Utilities > Tracking Edit)
• (Mac OS X only)Kerning settings (Edit > Kerning Pairs)
• (Windows only)Tracking settings (Utilities > Kerning Table Edit)
• (Mac OS X only)Tracking settings (Edit > Font Tracking Tables)
• Hyphenation exceptions
• Zoom values

Working with guides
Guides are nonprinting guidelines that help you to line up items and text in a layout.
There are three types of guides: Ruler guides, column and margin guides and Dynamic
guides.
Design grids are nonprinting guidelines that you can use to align items and text
according to text size and position.
For more information, see "Guide Manager Pro XTensions software" and "Understanding
design grids."

A GUIDE TO QUARKXPRESS 2016 | 63

PROJECTS AND LAYOUTS
Column and margin guides
Column and margin guides show where a page's outside margins are and where columns
(if any) should be placed.
QuarkXPress automatically places column guides and margin guides in all new Print
layouts. You can specify their position in the Column Guides and Margin Guides
fields in the New Project dialog box (File > New > Project) or in the New Layout
dialog box (Layout > New).
When a master page is displayed in the project window, you can use the Master Guides
& Grid dialog box (Page > Master Guides & Grid) to change the placement of column
guides and margin guides. If you check Automatic Text Box in the New Project dialog
box (File > New > Project) or the New Layout dialog box (Layout > New), the values
you specify in the Margin Guides area define the size and placement of the automatic
text box.
For information about creating column and margin guides, see "Configuring a master
page grid."
For more information, see "Guide Manager Pro XTensions software."

Ruler guides
Ruler guides (or simply "guides") are nonprinting guidelines that you can position
manually. You can create ruler guides by dragging them off the horizontal and vertical
rulers (View > Rulers). You can create ruler guides on master pages and on individual
layout pages.
• To create a horizontal ruler guide, click the top ruler; when the pointer displays,
drag the ruler guide into position on the page. To create a vertical ruler guide,
click the vertical ruler, and then drag the ruler guide onto the page when the
pointer displays. If the Measurements palette is open when you drag a
ruler guide, the guide's position is indicated in the X field (for vertical ruler guides)
or the Y field (for horizontal ruler guides).
• If, as you create a horizontal ruler guide, you release the mouse button when the
ruler guide is positioned over the pasteboard, the ruler guide will extend across
the pasteboard and all the pages in the spread. If you release the mouse button
when the horizontal ruler guide is positioned over a document page, the ruler
guide will display only on that page.
• To reposition a ruler guide, click it, and then drag it to a different location when
the guide pointer displays. You can also double-click the ruler guide with the Item
tool selected and enter a new location into the Guide Manager Pro dialog box.
• To remove a ruler guide, drag the guide off the page.
• To remove all ruler guides from a page, scroll until a portion of the page displays,
then press Option/Alt and drag the guide back on to the ruler.
• To remove all ruler guides from a spread's pasteboard, scroll until a portion of the
pasteboard displays, then press Option/Alt and click a portion of the ruler.
See also "Guide Manager Pro XTensions software."

64 | A GUIDE TO QUARKXPRESS 2016

PROJECTS AND LAYOUTS
Snapping to guides
QuarkXPress lets you create a "magnetic field" around guides so that when you drag
an item close to a guide, it automatically aligns with it. This feature is called Snap to
Guides (View menu) and the width of the magnetic field is called the Snap Distance.
To control snapping with QuarkXPress controls, make sure View > Snap to Guides is
checked. To specify the distance, choose QuarkXPress/Edit > Preferences > Print
Layout > Guides & Grid and enter a pixel value in the Snap Distance field.
You can also choose View > Snap to Page Grids to force items to align with the master
page grid. The value in the Snap Distance field applies to master page grids as well.
For more information, see "Snapping items to design grids."

Dynamic Guides
Dynamic Guides are nonprinting temporary guides that appear when you create or
manipulate items on a page. They help you align items relative to other items and to
the page in a layout . You can specify the type of dynamic guides and the feedback
that appears.
When you create, transform or move an item, Dynamic Guides automatically appear
to assist in positioning the new item relative to an existing item or to the page.
Choose View > Dynamic Guides > Show/Hide Dynamic Guides to turn guides on
or off.
You can change when and how Dynamic Guides appear by using the View > Dynamic
Guides sub-menu to select the following options:
• Select Align to Center of Item to display guide lines that are generated when the
center of items are aligned with the center and/or edges of other items. These are
generated when you create and move items.
• Select Align to Edges of Item to display guide lines that are generated when the
edges of items are aligned with the edges of other items. These are generated when
you create and move items.
• Select Align to Center of Page to display guide lines that are generated when the
edges or center of items are aligned with the center of the page. These are generated
when you create and move items.
• Select Show Equal Dimensions to display guide lines that are generated when
the dimensions of items are equal to the dimensions of other items. These are
generated when you create and resize items.
• Select Show Equal Spacing to display guide lines that are generated when the
horizontal and/or vertical distance between items is equal to the distance between
other items on the page. These are generated when you create and move items.
• Select Show Measurements for Dimensions/Spacing) to display the value of the
dimensions when Show Equal Dimensions is selected and the value of the spacing
when Show Equal Spacing is selected.
This option is only available when Show Equal Dimensions or Show Equal
Spacing is selected.

A GUIDE TO QUARKXPRESS 2016 | 65

PROJECTS AND LAYOUTS
Dynamic Guides are on and all options selected by default.
When Align to Center of Item and Align to Edges of Item are selected, guides are
generated not only when the center and edges of other text boxes are aligned, but will
also appear when the center and edges of columns within the surrounding text boxes
are aligned.

In Windows, use the Dynamic Guides Color pane of the Preferences dialog box to
specify a color for each type of dynamic guide. See "Preferences — Application — Dynamic
Guides Color." In Mac OS X you set the color for the dynamic guides using the Color
Theme pane of the Preferences dialog box. See "Preferences — Application — Color
Theme."

Undoing and redoing actions
The Undo command (Edit menu) reverses the last action performed on an item. For
example, if you accidentally cut a picture box, the Undo command will bring the
picture box back into the layout from the Clipboard. The Redo command (Edit menu)
lets you reimplement an action you had undone.
Choose Edit > Undo (Command+Z/Ctrl+Z) to reverse the last action performed. The
menu item identifies the specific action that can be undone. For example, the Undo
Deletion command is available in the Edit menu after you have used the Item >
Delete command. Cannot Undo displays as gray text when the Undo feature is
unavailable.
To reimplement the action, choose Edit > Redo (Command+Shift+Z/Ctrl+Y) after you
undo an action.

66 | A GUIDE TO QUARKXPRESS 2016

NATIVE QUARKXPRESS OBJECTS

Native QuarkXPress objects
QuarkXPress allows you to convert items from other application such as Excel,
Illustrator, PowerPoint and InDesign, as well as PDFs, Illustrator,WMF and EPS files to
native QuarkXPress objects.
This allows you to:
• Convert and edit vector data (like logos, etc) from supported file formats that
include AI, WMF, EPS and PDF.
• Convert editable PDFs, update content and republish as PDF or other formats that
are supported in QuarkXPress.
• Extract colors and typography from PDF's to use in QuarkXPress.
You can get native QuarkXPress objects in the following ways:
• Convert existing items Convert files that have been imported into your document
to native QuarkXPress objects.
• Import items Copy items and then paste them as native QuarkXPress objects.
This results in fully editable Bezier version of vector graphics and editable text. Colors
and font information are automatically extracted.

Convert existing item to a native QuarkXPress object
To convert existing items to native QuarkXPress objects:
1 Right click on the object and choose Convert To Native Objects from the context
menu (or choose Style > Convert to Native Objects). The Convert to Native Objects
dialog displays.

A GUIDE TO QUARKXPRESS 2016 | 67

NATIVE QUARKXPRESS OBJECTS

The image you are attempting to convert must have vector or text components in it.
The Convert to Native Objects feature is not supported for Raster only images.
2 Check Retain Source Picture Box to compare the converted objects with the imported
source image.
3 Check Ignore Soft Masks to exclude the conversion of soft masks from the source
image.
4 Check Ignore Transparent Blend Modes to ignore transparency applied to blends on
the source image.
5 Click OK.

Import an object as a native QuarkXPress object
To import an item as a native QuarkXPress object:
1 Copy the object from its application to the clipboard
2 Right click in your project where you want to place the object and choose Paste as
Native Objects from the context menu (or Edit > Paste as Native Objects). The Paste
as Native Objects dialog displays.

To skip the dialog, hold down the Option key (Mac OS X) or the Alt key (Windows)
when choosing Paste as Native Objects from the context menu.

68 | A GUIDE TO QUARKXPRESS 2016

NATIVE QUARKXPRESS OBJECTS
The options you select in this dialog persist and will be used if you choose to suppress
the dialog.
3 Check Retain Source Picture Box to compare the converted objects with the imported
source image.
4 Check Ignore Soft Masks to exclude the conversion of soft masks from the source
image.
5 Check Ignore Transparent Blend Modes to ignore transparency applied to blends on
the source image.
6 Click OK.
The item is pasted into your project as a native QuarkXPress object.
If the item contains fonts not installed on your system, an alert will display. You can
list the fonts not available on your system and optionally, replace them at this time.

A GUIDE TO QUARKXPRESS 2016 | 69

CONTENT VARIABLES

Content variables
A content variable is an item you insert in your document that varies according to the
context. For example, the Last Page Number variable displays the page number of
the last page of the document. If you add or remove pages, the variable is updated
accordingly.
Content variables will line wrap and break just like text, including hyphenating when
appropriate.
The text within a content variable is searchable using the Find/Change palette. If the
text you are searching for is contained within a content variable, the entire variable
will be highlighted.
To highlight all content variables in the current project, choose View > Highlight
Content Variables.
QuarkXPress includes the following preset content variables that you can insert in
your document:
• Creation Date
• Current Page Number
• File Name
• Last Page Number
• Modification Date
• Next Page Number
• Output Date
• Previous Page Number
You can edit the format of these variables, or you can create your own.
In addition to the set of pre-defined variables, you can create the following additional
text type variables:
• Custom Variable: You can combine a text string with other pre-defined variables
to make a combination.
• Running Header: This variable type allows you to choose source data within the
document by referring to a paragraph or character style sheet. This variable type
can be applied in the master page so that the running headers are automatically
updated. For example, a left side page can have book title and on right side page can
have Chapter/Section title.

70 | A GUIDE TO QUARKXPRESS 2016

CONTENT VARIABLES
• Page Reference: This variable is used to create a reference to an existing layout
object using the existing Anchors feature, and allows you to refer to that object
elsewhere in the document, including the page number for the referred to object.
• Static Text: With this you can create a simple static text variable that can be
inserted throughout the document. For example, if you want to refer to a company
name across a document consistently and want to make any changes to it in one
go, this variable can be useful.

Edit content variables
To edit content variables, choose Window > Content Variables to display the Content
Variables palette. The buttons at the top of this palette let you add, edit and duplicate
content variables. Choose an existing content variable and click the
it, or click the

button to edit

button to add a new content variable.

The Edit Content Variable dialog displays.
If you are adding a new content variable, you can also display this dialog by choosing
Utilities > Content Variable and selecting New from the drop-down menu.

Enter a name in the Name field. If you are adding a new content variable or duplicating
an existing content variable , select the content variable Type from the drop-down
menu. Specify the attributes for your content variable, these will vary depending on
the type of content variable you are editing :
• Creation Date: Creation Date inserts the date or time the document was first saved.
You can insert text before and after the date, and you can modify the date format
for all date variables using the drop-down menus.
• Current Page Number: This variable inserts the current page number of the current
project into the document.
• Custom Variable: See "Create a custom content variable" for more information.
• File Name: This variable inserts the name of the current file into the document.
Select Include Extension to include the file name extension. The File Name
variable is updated whenever you save the file with a new name or to a new
location. The extension does not appear in the document until it is saved.
• Flow Box Page Number: This variable inserts the page number where the current
box continues (or where the current box is continuing from) if the current box
spans multiple pages that may not be contiguous. From the Context drop-down
menu, choose either Next Box or Previous Box to specify whether to insert the
page number where this box continues or where it is continuing from.
• Last Page Number: This variable inserts the last page number of the current project
into the document. The Last Page Number type is useful for adding the total
number of pages in a document to headers and footers using the common Page
3 of 12 format. In this case, the number 12 is generated by the Last Page Number,
and is updated whenever pages are added or removed. From the Scope drop-down

A GUIDE TO QUARKXPRESS 2016 | 71

CONTENT VARIABLES
menu, choose an option to determine whether the last page number in the section
or layout is used.
• Modification Date: Modification Date inserts the date or time the document was
last saved. You can insert text before and after the date, and you can modify the
date format for all date variables using the drop-down menus.
• Next Page Number: This variable inserts the next page number of the current
project into the document. From the Scope drop-down menu, choose an option
to determine whether the next page number in the section or layout is used.
• Output Date: Output Date inserts the date or time the document was printed or
exported. You can insert text before and after the date, and you can modify the
date format for all date variables using the drop-down menus.
• Page Reference: You can insert text before and after the page reference variable.
Select an Anchor Name from the drop-down menu. Select Create Hyperlink to
create a hyperlink in the text.
• Previous Page Number: This variable inserts the previous page number of the
current project. From the Scope drop-down menu, choose an option to determine
whether the previous page number in the section or layout is used.
• Running Header: Choose the source style sheet to display in your header and then
choose whether you want to display the first occurrence on the page, the last
occurrence on the page, the first occurrence on the spread or the last occurrence
on the spread.
• Static Text: Type in the text you want to appear when inserting this content
variable.
When you're done, click OK.
After you have added or updated a content variable, it will be listed in the Utilities >
Content Variable drop-down menu and also in the Content Variables palette
(Window > Content Variables). The new variable will be available when you attempt
to insert a content variable into the text.

Create a custom content variable
In addition to the existing preset content variables offered by QuarkXPress, you can
also create custom content variables to use in your projects. Custom variables are great
if you want to use text content somewhere within a text story and the same content
in a different story or at a different place. When you change the content of the custom
variable, it is changed everywhere where used.
To create a custom content variable:
1 Place the insertion point where you want the variable to appear.
2 Select Utilities > Content Variable and choose New from the drop-down menu.
The Edit Content Variable dialog displays.
3 Enter a name in the Name field.

72 | A GUIDE TO QUARKXPRESS 2016

CONTENT VARIABLES
4 Choose Custom Variable from the Type drop-down menu.

5 You can choose to insert a Text String or a Text Variable when using this custom
content variable.
• If creating a custom variable that inserts a text string, type in the text you want
to appear when inserting this content variable. Click the plus symbol to add more
lines to the text.
• If creating a custom variable that inserts a text variable, select the text variable
you want from the drop-down menu. You can combine 2 or more text variables
by clicking the plus symbol to add another.

6 Click OK.
After you have added a custom content variable, it will be listed in the Utilities >
Content Variable drop-down menu and also in the Content Variables palette

A GUIDE TO QUARKXPRESS 2016 | 73

CONTENT VARIABLES
(Window > Content Variables). The new variable will be available when you attempt
to insert a content variable into the text.

Insert a content variable
To insert a content variable in your project:
1 Place the insertion point where you want the variable to appear.
2 Select Utilities > Content Variable and choose the variable you want to insert from
the drop-down menu.
The variable appears on the page as if you'd typed it in the document.
Content variables can be inserted into lists and indexes.

74 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

Boxes, lines, and tables
To create a successful page layout, you need an orderly way to arrange text and pictures
— you need boxes. Boxes are items that can contain text or pictures; they can even
be created to contain no content at all, perhaps to create colorful design elements on
a page. Box boundaries give text and pictures a specific shape, size, and placement on
a page.

Understanding items and content
QuarkXPress works on the concept of items (containers) and content (things that go
inside of items).
Items are the building blocks of a page layout. The Item tool

lets you do things like

move, resize, rotate, reshape, cut, copy, and paste items.
The basic types of items are as follows:
• Boxes, including text boxes, picture boxes, and no-content boxes. Boxes can come
in a variety of shapes, such as rectangular, round, and Bézier.
• Lines, including "plain" lines and text paths (which can include text). Lines, too,
can be straight or Bézier.
• Groups, which are sets of items that have been "glued" together so that they act
like a single item.
• Tables, which can contain both text and pictures.
Content is, basically, text and pictures. To create a layout, you will typically draw some
text boxes and picture boxes, and then insert text and pictures into those boxes.
Because items and content are different, you use separate tools for manipulating each:
• The Text Content tool

lets you create rectangular text boxes and format text

in text boxes or on text paths. You can also use the Text Content tool to cut,
copy, and paste text.
• The Picture Content tool

lets you create rectangular picture boxes and

manipulate pictures in picture boxes. You can also use the Picture Content tool
to cut, copy, and paste pictures.

A GUIDE TO QUARKXPRESS 2016 | 75

BOXES, LINES, AND TABLES
Understanding handles
The bounding boxes of selected text paths, lines, and boxes have small white squares
called item handles. You can use these handles to resize and rotate a selected item.

Item handles
To resize an item, click and drag its item handles. To rotate an item, click and drag
just outside one of the item's corner handles. The mouse pointer changes when you
move it over or near a handle to indicate which action you can perform:

You can use item handles to resize or rotate an item.

Picture handles
When you select the Picture Content tool and click a picture box that contains a
picture, the picture displays with large circles for handles. These handles are called
picture content handles. When you click any part of the picture overlay, you can use the
Move pointer

to move the picture within its box.

Picture box displaying picture content handles
Picture content handles display even if the selected picture exceeds the size of its box
(see illustration above). The picture displays beyond the box boundary. You can crop
the image by resizing the picture box.

76 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
You can use picture content handles to resize or rotate a picture without changing the
size or angle of its picture box.
• Resize pointers:
• Rotation pointers:

Rotated picture in an unrotated box
If you want to move a picture box or see what its crop looks like without the transparent
overlay, press the Command/Ctrl key. This temporarily dismisses the overlay and
allows you to interact with the box as if the Item tool were selected.
If you click and drag with the Picture Content tool when the mouse pointer is
positioned over a spot where a picture box handle and picture content handle overlap,
only the picture is resized or rotated. If you want to move the item handle, select the
Item tool.

Understanding Bézier shapes
Before reshaping Bézier boxes and lines, make sure you understand the following
definitions.
Point: A point connects line segments and defines where line segments start and end.
Points connecting curved line segments have curve handles that control the shape of
the curves. QuarkXPress offers three types of points: Corner, smooth, and symmetrical.
Corner point: A corner point connects two straight lines, a straight line and a curved
line, or two noncontinuous curved lines. With curved lines, the corner point's curve
handles can be manipulated independently, usually to form a sharp transition between
the two segments:

A GUIDE TO QUARKXPRESS 2016 | 77

BOXES, LINES, AND TABLES

Examples of corner points
Smooth point: A smooth point connects two curved lines to form a continuous curve.
The curve handles always rest on a straight line through the point, but they can be
distanced independently:

A smooth point
Symmetrical point: A symmetrical point connects two curved lines to form a continuous
curve. The result is similar to a smooth point, but the curve handles are always
equidistant from the point:

A symmetrical point
Curve handles: Curve handles extend from either side of a point and control a curve's
shape:

78 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

Curve handles (upper left)
Line segments: Line segments are straight or curved line sections positioned between
two points:

Line segments
When the Select Point tool is positioned over an active Bézier box or line, various
pointers display indicating whether you can select a point, the curve handles, or a line
segment. Click and drag using the pointers to reshape the Bézier box or line.
• To change the shape entirely, choose a different option from the Item > Shape
submenu.
• To add a point to a Bézier box while working with the Bézier Pen tool
line segment. Alternatively, you can use the Add Point tool

, click a

.

• To remove a point from a Bézier box while working with the Bézier Pen tool
click the point. Alternatively, you can use the Remove Point tool

,

.

• To convert a point to another type of point while working with the Bézier Pen
tool

, Option+click/Alt+click the point. Alternatively, you can use the Convert

Point tool

.

• To move a point or change the shape of a line segment while working with the
Bézier Pen tool

, Command+drag/Ctrl+drag the point or line segment.

A GUIDE TO QUARKXPRESS 2016 | 79

BOXES, LINES, AND TABLES
• To select curves or points so that you can move them or delete them, use the
Select Point tool

. Press Shift and click to select multiple points.

Option+click/Alt+click a point to make it symmetrical.
To pan the layout while a Pen tool is selected, press Shift+Space and then click and
drag.

Drop Shadow XTensions software
With Drop Shadow XTensions software, you can apply automatic feathered drop
shadows to items and text in a layout.
There are two ways to apply drop shadow effects to active items: Using the Drop
Shadow tab of the Measurements palette and using the Drop Shadow pane of the
Modify dialog box (Item menu). In either case, however, the options are as follows:
• Angle field: Enter a value between 180° and –180° in .001 increments to specify
the angle of the "light source" causing the drop shadow.
• Synchronize Angle check box: Check this to synchronize the angle with other
drop shadows in the layout for which this feature is checked. Changing the Angle
value of any drop shadows for which Synchronize Angle is checked will affect
all of the drop shadows for which the box is checked.
• Distance field: Enter an offset value for the item; the drop shadow offset is
measured from the upper left corner of the item's bounding box.
• Scale field: Enter a value from 0 to 1,000% to specify the size of the drop shadow
in relation to the original item.
• Blur field: Enter a value to specify how blurry the edges of the drop shadow are,
with higher values creating fuzzier edges.
• Skew field: Enter a value between –75° and 75° to slant the drop shadow at a
certain angle.
• Color, Shade, and Opacity: Choose a color from the drop-down menu and enter
values in the fields to specify color, shade, and opacity of the drop shadow.
• Multiply Drop Shadow: This setting controls how the shadow is combined with
its background. When this box is checked, the shadow color is combined with
the background color or colors using a "multiply" blending mode, producing a
darker result (similar to an overprint). When this box is unchecked, the color of
the background is combined with the color of the shadow to create the
intermediate shades you see on screen. In general, this box should be checked
when the shadow is black (regardless of shade or opacity) but unchecked when
the shadow is a lighter color.
• Inherit Item's Opacity: Check this to have the drop shadow reflect different
opacities in the item, such as differences in the box background and frame.
• Item Knocks Out Drop Shadow: Check this to prevent a shadow from displaying
through semi-opaque areas of an item — to keep a shadow from peeping through
its box, for example.

80 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• Runaround Drop Shadow: Check this to include a drop shadow with the text
wrap contour specified in the Runaround pane (Item > Modify). The runaround
Outset value is measured from the edges of the drop shadow. For example, if text
is wrapping around a rectangular pull-out quote with a drop shadow, text will
not overlap the drop shadow when Runaround Drop Shadow is checked.
To create text with a drop shadow, put the text in a box with a background of None,
and apply the drop shadow to the box.
When you apply drop shadows to several non-grouped items, the items can cast
shadows on each other if they overlap. When you apply a drop shadow to a group,
however, the group as a whole casts a single shadow.

Item Find/Change XTensions software
This XTensions software adds the Item Find/Change palette to QuarkXPress (Edit >
Item Find/Change). You can use this palette to perform find-change operations on
text boxes, picture boxes, no-content boxes, lines, and text paths. You can find and
change attributes including location, shape, color, opacity, frame style, picture scale,
number of columns, and more.

The Item Find/Change palette
Item Find/Change does not support tables.
The Item Find/Change palette works as follows:
• Tabs across the top display the type of attributes you can search for: Box, Box
Color, Frame, Line, Picture, Text, and Drop Shadow. The attributes in each

A GUIDE TO QUARKXPRESS 2016 | 81

BOXES, LINES, AND TABLES
pane correspond to attributes in the Modify dialog box (Item menu) for each
type of item.
• Each pane contains two sides: Find What and Change To. You check the attributes
you're searching for on the Find What side, and then check those attributes you
want to change on the Change To side of the palette. You can search on attributes
in multiple panes at the same time.
• The palette menu lets you put the selected item's attributes into the Find What
side of the palette. You can specify options in all the panes in the Item
Find/Change palette by choosing Acquire All Attributes or complete one pane
at a time by choosing Acquire Panel Attributes. You can use Clear All Attributes
and Clear Panel Attributes to clear panes.
• The Summary pane summarizes the settings in all of the panes.
• The check boxes at the bottom of the palette let you restrict your search to specific
types of items. To find and replace all types of items, leave all of these boxes are
unchecked.
• When you click Find Next, Item Find/Change searches the entire layout from
start to finish. To limit a search to the active spread, Option/Alt+click the Find
Next button.

Working with boxes
There are three types of boxes: Text boxes, picture boxes, and no-content boxes (boxes
with a content of None). All three box types can contain color, shades, blends, and
frames. When you draw a text box, picture box, or no-content box, the available
controls correspond to the box type you create. But you can import text into picture
boxes that contain pictures, and you can import pictures into text boxes that contain
text. In addition to changing content type, you can change the shape and other
attributes of a box.

Creating text and picture boxes
There are three ways to create boxes:
• To create a no-content box (a box that can be changed into a picture box or a text
box), click and drag with the Rectangle Box tool
Starburst tool

, the Oval Box tool

, or the

. You can declare text content by pressing T as you draw a

no-content box. You can declare picture content by pressing R as you draw a
no-content box.
• To create a rectangular text or picture box, click and drag with the Text Content
tool

or Picture Content tool

.

• To create a Bézier box, use the Bézier pen tool

. For more information, see

"Creating Bézier boxes."
To constrain rectangular boxes to squares and oval boxes to circles, press Shift while
you drag.
You can create boxes with the following tools:

82 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
To change a no-content box into a text box, press Command+E/Alt+E and import a
text file.
To change a no-content box into a picture box, press Command+E/Alt+E and import
a picture file.
You can change the corner type of rectangular boxes to rounded, concave, and beveled
corners using the Item > Shape submenu or the Box Corner Style drop-down menu
in the Measurements palette. You can add and alter rounded corners by entering
values in the Box Corner Radius field in the Home/Classic tab of the Measurements
palette. On Windows, you can also enter values in the Corner Radius field (Item >
Modify > Box tab).

Creating Bézier boxes
The Bézier Pen tool

lets you draw multi-sided Bézier boxes and lines that can have

straight and curved line segments (see "Understanding Bézier shapes").
For another way to make uniquely shaped boxes, see " ShapeMaker XTensions software."
To draw a Bézier box:
1 Select the Bézier Pen tool

from the Tools palette. Move the Crosshair pointer

to

any position on the page and click to establish the first point.
2 Move the pointer to where you want the next point positioned. To constrain pointer
movement to a 45-degree angle relative to the page, press Shift.
3 Click to create points and line segments.
• Clicking a point without dragging creates a straight line and corner point. To
create a curved line segment and smooth point, click and drag wherever you want
the next point positioned. A point with two curve handles displays. You can
control the curve's size and shape by dragging a curve handle. Press Option/Alt
while dragging a smooth point to create a curved segment and corner point.
4 If desired, edit the Bézier shape while you are still drawing it.
• To add a point to an existing segment of the shape, click the line segment where
you want the point to be.
• To delete a point from the active shape while you are drawing it, click the point.
5 To close the box, close the path by positioning the mouse pointer over the beginning
of the line and then click when the Close Box pointer

displays.

When any of the drawing tools are active, you can press Command/Ctrl to temporarily
switch to the Select Point tool. When the Select Point tool is active, you can press
Command+Option/Ctrl+Alt to temporarily switch to the Item tool.
You can join, extend or close existing open paths. For more information see "Joining,
extending and closing open paths".

A GUIDE TO QUARKXPRESS 2016 | 83

BOXES, LINES, AND TABLES
Resizing boxes
You can resize any box by modifying the size of its bounding box. A bounding box is
a nonprinting, rectangular shape that encloses every box. The box's item handles
demarcate the bounding box. The best way to view the bounding box clearly is to use
the Item tool to select item handles on a Bézier box.
You can resize active boxes using any of the following methods:
• Select the Item tool

or a Content tool

and move the mouse pointer over

a selected box's item handle to display the Resizing pointer. Click and drag the
handle to a new location to reduce or enlarge the box. Press Shift to maintain the
box's aspect ratio. Press Option/Alt to resize the box from the center. Press
Command/Ctrl to resize the box contents along with the box.
• Enter values in the W and H fields of the Home/Classic or Space/Align tabs of
the Measurements palette to change the width and height, and then press
Return/Enter.
• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), and then click
the Box tab. Enter values in the Width and Height fields to precisely change the
size of a box, and then click OK.
You can lock a box's proportions, so that you don't have to press Shift to maintain the
aspect ratio. For more information, see "Locking box and picture proportions."

Locking box and picture proportions
To lock the selected box's proportions, display the Home/Classic tab of the
Measurements palette and click the proportion lock control next to the W and H
fields. If this control is locked, QuarkXPress maintains the item's aspect ratio during
resizing operations. On Windows, you can also lock box proportions in the Box tab of
the Modify dialog box.

The proportion lock controls in the unlocked (top) and locked (bottom) states
To lock the proportions of the picture in the selected box, display the Home/Classic
tab of the Measurements palette and click the proportion lock control next to the
X% and Y% fields. If this control is locked, QuarkXPress maintains the picture's aspect
ratio during resizing operations. On Windows, you can also lock box proportions in
the Picture tab of the Modify dialog box.
To use the proportion-locking feature with the Item Find/Change feature, display the
Box or Picture tab of the Item Find/Change palette (Edit menu), then check or
uncheck Proportions in the Find What or Change To area.

84 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
To use the proportion-locking feature with item styles, display the Box or Picture tab
of the Edit Item Style dialog box (Edit > Item Styles) and check Proportions.

Reshaping boxes
You can change the shape of a box in three ways:
• You can change the shape entirely by choosing a different option from the Item >
Shape submenu.
• (Windows only) You can add and alter rounded corners to rectangular boxes by
entering values in the Corner Radius field (Item > Modify > Box tab).
• You can use the Box Corner Radius field in the Home/Classic or Space/Align
tab of the Measurements palette.
• You can reshape Bézier boxes by repositioning points, curve handles, and line
segments. For more information, see "Understanding Bézier shapes."

Adding frames to boxes
Frames are decorative borders that can be placed around any type of box. To access
frame controls for active boxes:
• (Windows only) Choose Item > Frame to display the Frame tab of the Modify
dialog box.
• Display the Frame tab of the Measurements palette.
Use the controls in these tabs to specify a frame style, width, color, and opacity. If the
frame style contains gaps, you can also specify gap color and opacity.
You can also create your own frame styles in the Dashes and Stripes dialog box (Edit
menu) and specify frame settings in an Item Style. For more about Item Styles, see
"Item Styles XTensions software."

Applying colors to boxes
To apply a background color to active boxes, do one of the following:
• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), click the Box tab,
and then use the controls in the Box area.
• Display the Colors palette (Window > Colors), click the Background Color
button

, and then use the controls in the palette.

• Use the controls in the Home/Classic tab of the Measurements palette.
The controls available in these tabs and palette are as follows:
• Box or Background Color: Lets you specify the background color for the box.
• Shade: Lets you specify the tint of the background color (0% = white, 100% = full
color).
• Opacity: Lets you control the transparency of the box background (0% = fully
transparent, 100% = fully opaque).

A GUIDE TO QUARKXPRESS 2016 | 85

BOXES, LINES, AND TABLES
You can also specify box color in an Item Style. For more about Item Styles, see "Item
Styles XTensions software."

Applying blends to boxes
A blend is a gradual transition from one color to another. To apply a blend to the
background of active boxes, see Creating multi-color blends".

Merging and splitting boxes
Options in the Merge or Split Paths submenu (Item menu) let you create complex
Bézier boxes from existing boxes. For example, if a rectangular box overlaps an oval
box, you can select the submenu and choose an option that will create a single box
with the same content. If you merge two picture boxes, one picture will display in the
combined box. If you merge two text boxes, the text flows as one story through both
boxes.
To use the Merge feature, select two items and then choose one of the following
options from the Merge or Split Paths submenu:
• The Intersection command retains any areas where items overlap the back item,
and removes the rest.
• The Union command combines all the items into one box, retaining all overlapped
areas as well as non-overlapped areas.
• The Difference command deletes the front items. Any overlapping areas will be
cut out.
• The Reverse Difference command deletes the back item. Any overlapping areas
will be cut out.
• The Exclusive Or command leaves all of the shapes intact but cuts out any areas
where there is overlap. If you want to edit the points surrounding the cut-out
area, you will notice that there are now two points at every location where two
lines originally crossed.
• The Combine command is similar to the Exclusive Or command, but if you look
at the points surrounding the cut-out area, you will notice that no points were
added where two lines intersect.
• The Split command either splits a merged box into separate boxes, splits a complex
box that contains paths within paths into separate boxes, or splits a box that
contains a border that crosses over itself (such as a figure eight). To use this feature,
select two items and then choose one of the following options from the Merge
or Split Paths submenu.
• The Outside Paths command works with a merged box that contains several,
non-overlapping shapes. Outside Paths keeps all the outside path information
and divides non-overlapping outside paths into separate boxes.
• The All Paths command creates separate boxes out of every shape within a complex
box.

86 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
Adding text and pictures to boxes
To add text to a box, choose the Text Content tool

, double-click the box, and then

either start typing, paste text copied from elsewhere, or choose File > Import.
To place a picture in a box, select the box with the Picture Content tool

and then

either paste a picture copied from elsewhere or choose File > Import.

Changing box type
To convert a selected box to a different type, choose Picture, Text, or None from the
Content submenu (Item menu). However, you can also change a text box to a picture
box by choosing File > Import and selecting a picture. You can change a picture box
to a text box by choosing File > Import and selecting a text file.
To convert a selected text box to a text path, choose a line shape from the Item >
Shape submenu.
When you select a Box tool, you can use the following modifier keys to create text or
picture boxes:
• Press T as you draw to create a text box.
• Press R as you draw to create a picture box.

Creating a box from a clipping path
If a picture box has an associated clipping path (embedded or automatically created),
you can create a new box that has the shape of that clipping path by selecting the
picture box and choosing Item > New Box From Clipping.

Super Step and Repeat XTensions software
You can use Super Step and Repeat to transform items as you duplicate them by scaling,
rotating, and skewing the items.

Using Super Step and Repeat
Use Super Step and Repeat to quickly and easily duplicate items while rotating, scaling,
or skewing them. To use Super Step and Repeat:
1 Select a picture box, text box, text path, or line.
• To specify the number of times you want the item to be duplicated, enter a number
from 1 to 100 in the Repeat Count field.
• To specify the horizontal placement of copies relative to the original item, enter
a value in the Horizontal Offset field. A negative value places copies to the left
of the original; a positive value places copies to the right of it.
• To specify the vertical placement of copies relative to the original item, enter a
value in the Vertical Offset field. A negative value places copies above the original;
a positive value places copies below it.
• To rotate each duplicated item, specify the rotation value for each item in degrees
in the Angle field. For example, if you enter 10, the first duplicated item will be
rotated 10 degrees from the original item; the second duplicated item will be

A GUIDE TO QUARKXPRESS 2016 | 87

BOXES, LINES, AND TABLES
rotated 20 degrees from the original item; and so on. The rotation is
counterclockwise from the original item.
• To specify the thickness of either the final duplicated frame (for a picture box or
text box), or the final duplicated line (for a text path or line), enter a point value
in the End Frame/Line Width or End Line Width field.
• When duplicating a box or a line, enter a value from 0% to 100% in the End Box
Shade or End Line Shade field to specify the background color shade in the final
duplicated box or the line color shade of the final duplicated text path or line.
• When duplicating a box that has a blended background, the End Box Shade 2
field is enabled. Enter a value from 0% to 100% in the End Box Shade 2 field to
specify the second background shade for the blend in the final duplicated box.
• To specify the scale of the final duplicated picture box, text box, text path, or
line, enter a value from 1% to 1000% in the End Item Scale or End Line Scale
field.
• To skew a duplicated box, enter a value from 75° to –75° in the End Item Skew
field to specify the skew or slant of the final duplicated box.
• To scale the contents of a picture box, text box, or text path scaled to fit the
duplicate boxes, check Scale Contents.
• To specify the point around which rotation or scaling will take place for the item,
choose an option from the Rotate & Scale Relative To drop-down menu. Note
that Selected Point is available as a choice in the Rotate & Scale Relative To
drop-down menu only when a point on a Bezier item is selected.
2 Click OK.

ShapeMaker XTensions software
With ShapeMaker XTensions software, you can create a wide variety of intricate shapes.
You can create new shapes from scratch, or apply new shapes to existing boxes.
To display the ShapeMaker dialog box, choose Utilities > ShapeMaker.
The ShapeMaker dialog box provides tabs that let you create various types of shapes.
All of the tabs have the following controls:
• Item: Lets you choose whether you want to create a text box, picture box,
no-content box, text path, or rule path.
• Width and Height: Lets you specify the width and height of the box or path. If
you have an item or items selected when you choose Utilities > ShapeMaker,
these values are filled in automatically to match the selected item or items.
• Columns and Gutters: When Text Box is selected from the Item menu, you can
use these fields to specify how many columns the text box should have and how
wide their gutters should be.
• Lines and Spacing: When Text Path is selected from the Item menu, you can
use these fields to specify how many lines to create and how far apart they are.
(If a box is selected and Lines is set to zero, the application will create as many
paths as are necessary to fill the area described by that box.)

88 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• Alter Current Box: If a box is selected when you choose Utilities > ShapeMaker,
the application updates the shape of that box instead of creating a new item.
The controls in the tabs are described in the topics below.

ShapeMaker Waves tab
The Waves tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you create
boxes with wavy sides. To use this tab, describe the waves you want to use in the Wave
1 and Wave 2 areas, then assign them to the four sides of the box using the controls
in the top part of the tab.

Waves tab of ShapeMaker dialog box
The controls in this tab are as follows:
Top, Left, Bottom, and Right: These controls let you configure the four sides of the
box. You can choose Wave 1, Wave 2, or Flat.
Reset: Makes all four sides of the box flat.
L-R: Applies the Wave 1 setting to the left and right sides of the box.
T-B: Applies the Wave 1 setting to the top and bottom of the box.
All: Applies the Wave 1 setting to all sides of the box.
Keep waves parallel: Keeps waves on either side of the box parallel with one another.
The controls in the Wave 1 and Wave 2 areas let you choose which type of wave to
use, the frequency of the wave, the phase (starting point) of the wave, and the
amplitude (depth) of the wave.

ShapeMaker Polygons tab
The Polygons tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you
create polygonal boxes.

A GUIDE TO QUARKXPRESS 2016 | 89

BOXES, LINES, AND TABLES

Polygons tab of ShapeMaker dialog box
The controls in this tab are as follows:
The Type drop-down menu lets you choose what type of polygon to create. The controls
immediately under this drop-down menu change depending on what type of polygon
is selected.
• Regular polygons: Lets you specify how many sides the polygon has.
• Stars: In addition to specifying how many sides the polygon has, you can specify
the radius of the space inside the spikes and superimpose a secondary star at a
different size.
• Polygrams: Similar to Stars, but instead of specifying a radius, you can control
the way the sides line up with each other with the Point Skip field.
• Spirograms: Similar to Polygrams, but creates only an outline.
• Random polygons: Lets you create polygons with randomized sides
• Golden rectangle: Lets you create a polygon with the golden ratio (approximately
1:1.618).
• Double square: Lets you create a polygon in the shape of two adjacent squares.
Edges: Lets you control whether the edges of the box are flat or curved. If you choose
an option other than Flat, you can indicate the curvature of the sides with the
Curvature controls. If you choose one of the Swirl options, you can indicate the
direction of the swirl with the Orientation controls.
Randomize Points: Lets you control the degree of randomness in the shape, from 0
(none) to 100 (maximum).
New Random: Applies some randomness to the shape.

ShapeMaker Spirals tab
The Spirals tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you create
spiral shapes.

90 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

Spirals tab of ShapeMaker dialog box
The controls in this tab are as follows:
Type: Lets you choose Archimedes (an evenly spaced circular spiral), Golden Spiral
(a spiral built with the golden ratio), or Custom (this makes the Winds field available,
so you can control how many times the spiral goes around).
Rate: Lets you control how quickly the width of the spiral increases.
Clockwise and Counterclockwise: Lets you control the direction of the spiral.
Segments per wind: Lets you control how circular the spiral is.
Smoothness: Lets you control how smooth the spiral is. You can get a harder-edged
shape by lowering the Segments per wind value and decreasing the Smoothness
value.

ShapeMaker Rectangles tab
The Rectangles tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you
create rectangular boxes with customized corners.

Rectangles tab of ShapeMaker dialog box

A GUIDE TO QUARKXPRESS 2016 | 91

BOXES, LINES, AND TABLES
In this tab, you can separately configure each corner of the box by unchecking Same
for all, or check Same for all and configure all four corners with a single set of controls.
Whichever way you do it, you can use the drop-down menu to specify a corner type
(Normal, Rounded, Beveled, Concave, Pointed, or Inset) and a diameter (for options
that involve a diameter).
Curvature: Controls how curved the corners are if you select an option that includes
curvature.
Balance: For some options, lets you control whether the corners lean toward the sides
of the box or toward the top.
Radial: For some options, lets you control whether the corners of the box are aligned
with the center of the box or not.

ShapeMaker Presets tab
The Presets tab of the ShapeMaker dialog box (Utilities > ShapeMaker) lets you store
settings that you like so that you can reuse them later.

Presets tab of ShapeMaker dialog box
To store all of the settings in all tabs of the ShapeMaker dialog box, enter a name in
the Name field and click Save. An entry is added to the list on the left, with an image
of the shape from the last tab you were looking at.
To load a set of saved settings, select it in the list on the left, click Use Settings, then
go to the desired tab and create the shape you want.
To replace the settings stored with an entry, select the entry and click Replace.
To delete an entry, select it and click Delete.
To rename an entry, select it and click Rename.
To restore all tabs of the ShapeMaker dialog box to the settings they had when you
opened the dialog box, click Revert All.

92 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
Working with lines
There are two types of lines: Straight and Bézier lines. You can apply colors and line
styles to any type of line.

Creating lines
To create a line, first select the Line tool
Crosshair pointer

from the Tools palette and move the

to any position on the page. Click and drag to draw the line.

You can constrain a line to 0, 45, or 90 degrees by pressing Shift while you draw it.
You can also create orthogonal lines using the Orthogonal Line tool

Creating Bézier lines
The Bézier Pen tool

lets you draw multi sided Bézier boxes and lines that can have

straight and curved line segments (see "Understanding Bézier shapes").
To draw a Bézier line:
1 Select the Bézier Pen tool

from the Tools palette. Move the Crosshair pointer

to

any position on the page and click to establish the first point.
2 Move the pointer to where you want the next point positioned. To constrain pointer
movement to a 45-degree angle relative to the page, press Shift.
3 Click to create a point and line segments.
• To make a curved line segment, click and drag wherever you want the next point
positioned. A point with two curve handles displays. You can control the curve's
size and shape by dragging a curve handle.
• To make a corner point, press Option/Alt before you click. If you click and hold,
you can control the radius of the corner point by dragging a curve handle.
• To add a point to an existing segment of the shape, click the line segment where
you want the point to be.
• To delete a point from the active shape while you are drawing it, click the point.
4 To finish the line, double-click.
When any of the drawing tools are active, you can press Command/Ctrl to temporarily
switch to the Select Point tool. When the Select Point tool is active, you can press
Command+Option/Ctrl+Alt to temporarily switch to the Item tool.

Line modes for orthogonal lines
There are four line modes: Endpoints, Left Point, Midpoint, and Right Point.
Depending on the mode you choose in either the Line tab (Item > Modify) on
Windows, or the Measurements palette (Home/Classic or Space/Align tabs), line
length and position will be described differently.

A GUIDE TO QUARKXPRESS 2016 | 93

BOXES, LINES, AND TABLES
• Endpoints mode: The X1 field indicates the horizontal position of the first
end-point; the Y1 field indicates the vertical position of the first end-point. The
X2 field indicates the horizontal position of the last end-point; the Y2 field
indicates the vertical position of the last end-point.
• Left Point mode: The X1 field indicates the horizontal position of the leftmost
end-point; the Y1 field indicates the vertical position of the leftmost end-point.
• Midpoint mode: The XC field indicates the horizontal position of the midpoint
of the line; the YC field indicates the vertical position of the midpoint of the line.
• Right Point mode: The X2 field indicates the horizontal position of the rightmost
end-point; the Y2 field indicates the vertical position of the rightmost end-point.

Resizing lines
You can resize active straight lines using any of the following methods:
• Select the Item tool

and move the Arrow pointer over an Understanding handles

to display the Resizing pointer. Click and drag the handle to a new location to
reduce or extend the length of the line.
• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), then click the
Line tab. Click the Mode drop-down menu to display the four mode options (see
"Line modes for orthogonal lines"). Choose Left Point, Midpoint, or Right Point
to display a Length field. Enter values in the Length field to precisely change the
length of a line, then click OK.
• Choose either Left Point, Midpoint, or Right Point from the Line Mode
drop-down menu in the Home/Classic or Space/Align tab of the Measurements
palette to display the L (Length) field. To precisely change the length of a line,
enter a value in the L field, then press Return/Enter.
You can resize any Bézier line by modifying the size of its bounding box. To do so,
make sure Item > Edit > Shape is unchecked, and then resize the line as if it were a
box.

Reshaping lines
You can change the shape of a line in the following ways:
• You can change the shape entirely by choosing a different option from the Item >
Shape submenu.
• You can reshape Bézier lines by repositioning points, curve handles, and line
segments. For more information, see "Understanding Bézier shapes."
To pan the layout while a Pen tool is selected, press Shift+Space and then click and
drag.

Controlling line appearance
To control the appearance of active lines, use the controls in the following places:
• Home/Classic tab of the Measurements palette

94 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• (Windows only) Line tab of Modify dialog box (Item menu)
• Colors palette (Window menu) — for line color only
In addition to color, shade, and opacity, you can control the following characteristics
for lines:
• Line style: This option lets you control the general appearance of a line. Several
line styles are included by default, and you can add new ones with the Dashes &
Stripes dialog box (Edit menu).
• Width: You can specify the width of lines in any measurement system. You can
also specify a Hairline width; the printed width of a hairline rule is .125 pt on a
PostScript imagesetter, with a wider value on some laser printers.
• Arrowheads: You can apply arrowheads to lines using the Arrowheads drop-down
menu.
You can also specify line appearance in an Item Style. For more about Item Styles, see
"Item Styles XTensions software."

Joining lines
You can merge two lines into one by selecting the Item tool

, selecting the lines,

and choosing Item > Merge > Join Endpoints. The Join Endpoints command is
available when the endpoints of lines or text paths are within six points of each other.

Joining, extending and closing open paths
You can click an endpoint of an existing shape and it selects that point and goes into
regular draw mode, so the next click adds a new point and a segment to the selected
line. You can add as many segments as you need.
Double-click and endpoint to finish the line as an open path.
Click an opposite endpoint to close the path (just like during the original draw
operation).
While drawing, if you click the endpoint of another open path then the path being
drawn and the path just clicked become joined. Using these techniques together, you
can begin to extend one path, and end up joining it with another.

Manipulating items
Items can be cut and then pasted in new locations, locked so they cannot move,
duplicated once or many times, stacked to create unusual visual effects, and
manipulated in other ways.

Selecting items
To manipulate items, you must first select them. Once selected, most kinds of items
display outlines and handles for reshaping.
To select an item, first select the Item tool
Content tool

, the Text Content tool

, or the Picture

and move the Arrow pointer over an item. Click once to select a single

A GUIDE TO QUARKXPRESS 2016 | 95

BOXES, LINES, AND TABLES
item or Shift+click individual items to select more than one item at a time. You can
also select multiple items by selecting the Item tool

and drawing around an area

that contains the items.
(Windows only) With the Item tool

selected, if you double-click a text box, the

Modify dialog box displays. If you double-click an empty picture box with the Picture
Content tool

selected, the Import dialog box displays. If the picture box contains

a picture, the Picture Content tool

is selected and the Edit Original dialog box

displays .
To deselect an active item, click outside it. When the Item tool

is selected, you can

press Tab to deselect any active items.

Moving items
You can move items by:
• (Windows only) Entering values in the Origin Across and Origin Down fields in
the Modify dialog box (Item menu).
• Entering values in the X and Y fields on the Home/Classic tab in the
Measurements palette.
• Manually moving items using the Item tool

. If you hold down the mouse before

moving a box or text path, you can see the contents as you move the item. You
can also "nudge" items by selecting the Item tool and pressing an arrow key on
your keyboard.

The box's item handles demarcate the bounding box. The best way to view the bounding
box clearly is to use the Item tool to select item handles on a Bézier box.

Cutting, copying, and pasting items
When the Item tool

is selected, the Cut, Copy, and Paste commands (Edit menu)

are available for active boxes, lines, and text paths. Choose Edit > Paste
(Command+V/Ctrl+V) to place a copy of the items contained on the Clipboard in the
center of the project window.
When the Item tool

is selected, you can remove items with the Delete command.

Deleted items are not copied to the Clipboard.

Controlling the stacking order of items
When two or more items overlap, each is either positioned in front of or behind the
other item. The term "stacking order" refers to the front-to-back relationship of the
various items on a page. Each item you create occupies its own level in the stacking
order. Every new item you create becomes the front item.
The Item menu includes commands that let you control item stacking order.
• Choose Item > Send to Back to move an item to the back of the page or layer.
• Choose Item > Bring to Front to move an item to the front of the page or layer.

96 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• To move an item one level backward in the page or layer on Mac OS X, press
Option and choose Item > Send Backward. On Windows, choose Item > Send
Backward.
• To move an item one level forward in the page or layer on Mac OS X, press Option
and choose Item > Bring Forward. On Windows, choose Item > Bring Forward.
In a document with layers, the layers themselves are in a particular stacking order;
within each layer, each item has its own relationship to the stacking order. When you
use the Send to Back, Send Backward, Bring to Front, and Bring Forward commands
(Item menu), the stacking order of the items is altered within the layer.
To activate an item that is hidden behind other items, select the Item tool

and press

Command+Option+Shift/Ctrl+Alt+Shift while you click repeatedly at the point where
multiple items overlap. Pressing Command+Option+Shift/Ctrl+Alt+Shift while clicking
will successively activate items from the front of the stacking order to the back.

Grouping items
You can combine multiple items on a page or spread into a single group. Grouping
items is useful when you want to select or move several items simultaneously. You
can move, cut, copy, duplicate, and perform a number of other functions on a group.
For example, you can group all the items that compose a publication masthead; once
grouped, you can modify or move the entire group as you would a single box, line, or
text path.
After you create a group, you can still edit, resize, and reposition individual items while
maintaining the group relationship. You can also place a copy of a group into an open
QuarkXPress library for use in other documents.
Items can be grouped when two or more items (lines, boxes, text paths, or other groups)
are active. To select multiple items with the Item tool

, either Shift+click each item

or draw a marquee around the items you want to group. Choose Item > Group
(Command+G/Ctrl+G) to place multiple selected items into a single group.
You can group groups, and multiple-select a group (or groups) along with individual
boxes, lines, and text paths to create a larger group.
With the Item tool

selected, you can move, cut, copy, paste, duplicate, rotate, and

color a group. With the Text Content tool

or Picture Content tool

selected, you

can manipulate individual items as you would any ungrouped item.
To move an item within a group, press Command/Ctrl and select the item with the
Item tool

, the Text Content tool

, or the Picture Content tool

.

(Windows only) If an active group contains the same kind of items (for example, all
picture boxes), the Modify dialog box will include a tab (or tabs) that refer specifically
to those items. If an active group contains a variety of items, the Modify dialog box
may display only a Group tab.
(MAC OS X only) The active fields in the Measurement palette tabs will affect the active
group.

A GUIDE TO QUARKXPRESS 2016 | 97

BOXES, LINES, AND TABLES
Choose Item > Ungroup (Command+U/Ctrl+U) to ungroup a single group, or Item
> Ungroup All to ungroup every group in a group that contains other groups.

Resizing grouped items
To resize every item in a group simultaneously, click and drag the group's item handles.
If you press Command+Shift/Ctrl+Shift while resizing a group, all frame widths, line
weights, pictures, and text are resized proportionally. If you press Command/Ctrl while
resizing a group, frame widths, pictures, and text are still resized, but not proportionally.

Duplicating items
QuarkXPress lets you make single or multiple copies of boxes, lines, and text paths.
Create a single copy of a selected item using the Duplicate command (Item menu).
You can also press Option/Alt while dragging an item or group to create a duplicate.
The Super Step and Repeat feature is useful for laying out design elements that contain
a number of evenly spaced copies of an item. Create multiple copies of an item and
specify the distance between them using the Super Step and Repeat command (Item
menu).
For another way to make uniquely shaped boxes, see " ShapeMaker XTensions software."

Spacing and aligning items
You can control the position of multiple selected items relative to one another using
the Item > Space/Align submenu or the Space/Align tab of the Measurements palette.
You can choose from among eight spacing and six alignment options in the
Measurements palette, and you can specify alignment relative to selected items, the
page, or (for Print layouts with facing pages) the spread. The Item > Space/Align
submenu includes the "Item relative" and "Page relative" modes described below. The
Measurements palette also includes a third mode called "Spread relative."
The space/align modes are as follows:
• Item relative mode

positions items relative to the uppermost active item, which

does not move. The uppermost item is determined by the location of the item's
top edges. If two or more items have the same top edges, then items are spaced
from the leftmost item.
• Page relative mode

positions items relative to the page edges (left, right, top, or

bottom).
• Spread relative mode

is available for active Print layouts that include facing pages.

Assume that you have opened a layout with a spread and then selected an item
on a left page and another item on the right page. If you then click the Spread
relative mode icon in the Measurements palette and choose Space horizontal
centers

, the selected items position themselves on the far-left and far-right

sides of the spread.

Rotating items
To rotate active items, do one of the following:

98 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• Select the Item tool

and move the mouse over a corner handle. When the

Rotation pointer displays, click to establish a rotation point; then drag in a circular
motion to rotate the item. The Arrowhead pointer and the item's position will
display as you drag. If you press the Shift key when rotating, movements are
constrained to 45-degree angles.
• (Windows only) Choose Item > Modify (Command+M/Ctrl+M), enter a value in
the Angle field, and click OK.
• Enter a value in the

field on the Measurements palette (Home/Classic and

Space/Align tabs) and press Return/Enter.
To rotate a straight line, choose either Left Point, Midpoint, or Right Point from the
Mode drop-down menu (Modify dialog box or Measurements palette) to display the
Angle field.

Skewing items
To skew active items within bounding boxes:
• (Windows only) Choose Item > Modify (Command+M/Ctrl+M); then click the
Box tab. Enter a value in the Skew field.
• Enter a value in the Box Skew field on the Home/Classic tab of the Measurement
palette.
Positive values slant items to the right; negative values slant them to the left.

Locking and unlocking items
Locking lets you protect items and content from accidental changes. You can do the
following:
• To prevent an item's size and position from being changed (and to prevent the
item from being deleted), check Item > Lock > Position.
• To prevent an item's contents from being edited, check Item > Lock > Story or
Item > Lock > Picture.
To unlock selected items, uncheck the appropriate option in the Item > Lock submenu.
Alternatively, on Windows, choose Item > Modify and click the lock icon

next to

a field.

Anchoring items and groups in text
You can anchor an item or group so that it flows as a character within text. To anchor
an item or group within text, use the Item tool

to select the item or group you want

to anchor and choose Edit > Copy (Command+C/Ctrl+C) or Edit > Cut
(Command+X/Ctrl+X). Then, with the Text Content tool

selected, place the text

insertion point at the point in text where you want to anchor the item or group and
choose Edit > Paste (Command+V/Ctrl+V).
QuarkXPress also provides support for nested anchors (i.e an anchored item can contain
a further anchored item to the nth level).

A GUIDE TO QUARKXPRESS 2016 | 99

BOXES, LINES, AND TABLES
Working with callouts
The Callouts feature lets you create floating boxes that always display on the same
page or spread as the content they pertain to. For example:
• You can create figures with pictures and text that follow their references from
page to page.
• You can create pull quotes that can automatically move to a different page with
their source text.
• You can create "floating" icons that sit in the space to the left of a paragraph to
indicate that the paragraph is a tip, a note, a warning, and so forth.
For more information, see the topics below.

Understanding callouts
A callout is a floating box that always displays on the same page or spread as the content
it pertains to. Each callout is anchored to a particular spot in a text story called a callout
anchor. A callout anchor flows along with text like a character. When a callout anchor
moves to a new page or spread, the callout moves with it. When guides are displayed,
a line links each callout anchor with its associated callout (if any).

A callout anchor with its associated callout
A callout's position in a layout is based on two things:
• The location of its callout anchor. A callout is always on the same page or spread
as its callout anchor.
• The callout anchor's settings. You can position a callout relative to the spread,
the page, the box or cell that contains the callout anchor, the paragraph that
contains the callout anchor, or the callout anchor itself.
For example, you can configure a callout so that its horizontal location is always against
the outside margin, but its vertical location is always aligned with the paragraph that
contains its callout anchor. The settings for such a configuration look like this:

100 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

Settings for a callout with a fixed horizontal location and a variable vertical location
It is important to note that the settings for a callout are stored with its callout anchor,
not with the callout itself
You can control the positioning of a callout by configuring its callout anchor directly,
or by applying a callout style to the callout anchor. A callout style is a named package
of callout settings that displays in a palette. Callout styles are useful in documents
where you use different callout settings over and over; rather than recreating those
settings each time, you can simply select the callout anchor and click the appropriate
callout style in the Callout Styles palette.

Callout Styles palette

A GUIDE TO QUARKXPRESS 2016 | 101

BOXES, LINES, AND TABLES
You can think of callout styles as similar to style sheets (for more information, see
"Working with style sheets"). Like style sheets and other resources, callout styles can be
managed with Job Jackets (for more information, see "Job Jackets").
A callout anchor can be selected or unselected. When a callout anchor is selected, it
has a red outline and its callout style (if any) is selected in the Callout Styles palette.

A selected callout anchor (left) and an unselected callout anchor (right)
When guides are turned off, you can see only the selected callout anchor.
When you cut or copy and paste text that contains a callout anchor that has an
associated callout, the callout is cut or copied and pasted along with the text.

Creating a callout
To create a callout:
1 Select the Text Content tool

and place the text cursor at the point in the text where

you want the callout anchor to be.
2 Choose Item > Callout Anchor > Insert Callout Anchor. A callout anchor is inserted
and automatically selected.

Selected callout anchor
3 Select the item or group that you want to make into a callout.
4 Choose Item > Callout Anchor > Associate with Callout Anchor. The item or group
becomes a callout, and a line displays between the callout and the callout anchor.

Callout anchor associated with a callout
5 Configure the callout anchor. There are two ways to configure a callout anchor:

102 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• To apply a callout style to the callout anchor, display the Callout Styles palette
(Window menu) and click the name of the callout style, or choose Item > Callout
Anchor > Callout Styles > [Callout Style Name]. For more information, see
"Working with callout styles."
• To edit the settings of the callout anchor directly, choose Item > Callout Anchor >
Edit Callout Settings. If a callout style has been applied to the callout anchor,
any changes you make will override the callout style's settings.

For information on how to configure a callout anchor or callout style, see
"Configuring a callout anchor."
Configuring a callout anchor
The process of configuring a callout anchor is essentially the same whether you are
configuring a callout style or directly configuring a callout anchor.
To configure a callout anchor:
1 Select the callout anchor and choose Item > Callout Anchor > Edit Callout Settings.
The Edit Callout Settings dialog box displays.
2 To control how the callout aligns horizontally, use the controls in the Align callout
horizontally relative to area. (The Offset field lets you adjust the horizontal
positioning of the callout from where it would otherwise be.)
If you choose Spread from the Align callout horizontally relative to drop-down menu
and specify a horizontal offset, that offset is inverted on left-facing pages. This allows
you, for example, to configure a callout to always be .25" inside of the inside margin;
on a right-facing page, such an offset moves the callout to the right, but on a left-facing
page the offset must move the callout to the left.
3 To control how the callout aligns vertically, use the controls in the Align callout
vertically relative to area. (The Offset field lets you adjust the vertical positioning of
the callout from where it would otherwise be.)
4 To allow the callout to be manually repositioned, check Allow manual positioning
of callout. If you subsequently move the callout, the values in the Offset fields will
be automatically updated to reflect the new position of the callout.
To prevent the callout from being manually repositioned, leave this box unchecked.
5 To prevent the callout from extending beyond the page margins, check Keep within
margins.
6 Click OK.

Working with callout styles
Callout styles make it easy for you to apply often-used settings to callout anchors. To
create, edit, duplicate, or delete callout styles, use the Callout Styles dialog box (Edit >
Callout Styles). You can also use this dialog box to append callout styles from other
projects.

A GUIDE TO QUARKXPRESS 2016 | 103

BOXES, LINES, AND TABLES

Callout Styles dialog box
You can edit the Default callout style, but you cannot delete it.

Callouts and runaround
If a callout with runaround causes its callout anchor to move, this can lead to an error
state. For example, if a callout's runaround pushes its callout anchor to the next page,
the callout moves to the next page — which allows the callout anchor to return to the
previous page, which causes the callout to return to the previous page, and so on.
When QuarkXPress detects this kind of a situation, the following things happen:
1 The callout switches to the settings defined in the Default callout style. An

icon

displays next to the callout style's name in the Callout Styles palette when the callout
anchor is selected.
2 If the error condition still occurs, QuarkXPress applies the No Style settings to the
callout and it is positioned at its last valid location.
3 If the application cannot find a valid location, it turns runaround off for the callout.
When QuarkXPress turns off a callout's runaround this way, it also places this visual
indicator on the callout:
To view visual indicators, check View > Visual Indicators.
To turn runaround back on for such a callout, on Windows use the Runaround tab of
the Modify dialog box (Item menu) or the drop-down menu in the Runaround tab
of the Measurements palette.

104 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
Working with tables
In QuarkXPress, a table is a distinct item, like a text box, picture box, text path, or
line. When working with tables, you can pretty much think of a cell as an individual
picture box, text box, or no-content box, and you can handle cells in much the same
way you handle these other items. To work with elements of the table itself — such
as rows and columns — use the Table menu.

Drawing a table
To draw a table and specify its properties, do the following:
1 Select the Tables tool

from the Tool palette, drag to draw a rectangle that is roughly

the size of the final table, and then release the mouse button. The Table Properties
dialog box displays.

The Table Properties dialog box
2 Specify the number of horizontal rows in the Rows field, and specify the number of
vertical columns in the Columns field.
3 To specify the default cell type, click Text Cells or Picture Cells in the Cell Type area.
Later, you can select specific cells and convert the content type if needed.
4 If you want to create text cells that expand as you add text, use the controls in the
Auto Fit area.
5 If you have a preference for how to navigate through cells in a table when you press
Tab, you can choose a different option from the Tab Order drop-down menu.
6 If you want to link text cells so imported text flows through the specified cells —
similar to linked text boxes — check Link Cells. If you check Link Cells, you can
choose the order in which to link the text cells from the Link Order drop-down menu.
If you do not link cells in this manner, you can link them later using the Linking tool
or the Link Text Cells command (Table menu). In addition, even if you don't link
the text cells, you can still use Tab to jump from cell to cell while entering or editing
data.

A GUIDE TO QUARKXPRESS 2016 | 105

BOXES, LINES, AND TABLES
7 If you intend to import data from Excel, check Link to External Data. For more
information, see "Importing Excel tables."
8 If you want the table to remain the same size if you add or delete rows, check Maintain
Geometry.
9 To specify the story direction for table cells, click Horizontal or Vertical in the Story
Direction area.
10 To specify the table orientation, click Horizontal or Vertical in the Table Direction
area.
11 Click OK.

Converting text to tables
The success of converting text to a table depends on the text preparation itself. It's
important that paragraphs, tabs, spaces, or commas (the characters QuarkXPress can
convert) are used consistently in a text block, because these characters are used in the
table conversion to define rows and columns. It's common for users to use multiple
tab characters in a word processor to align columns of data — rather than setting
appropriate tab stops. If the text block you are converting has such multiple tab
characters, the text block probably has an inconsistent number of tabs between columns
of data. You will need to make the tab characters consistent before you convert the
text to a table.
To convert text to a table:
1 Using the Text Content tool

, select all the text you want to convert to a table.

2 Choose Table > Convert Text to Table to display the Convert Text to Table dialog
box. Based on the selected text, QuarkXPress guesses what to Separate Rows With,
what to Separate Columns With, and how many Rows and Columns are necessary
for the worst-case scenarios in the selected text.

106 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

The Convert Text to Table dialog box
3 If you want to create text cells that expand as you add text, use the controls in the
Auto Fit area.
4 If you want the information in the table to flow differently — for example, if the values
are currently in descending order but would have more impact in ascending order —
you can change the flow. Choose an option from the Cell Fill Order drop-down menu
(the default is Left to Right, Top Down).
5 Click OK. A new table is created, offset from the original text box.

Importing Excel tables
Table data often originates in a spreadsheet program such as Excel, and you can import
table data just as you import pictures. Although the technique is slightly different, the
results are the same: The table in QuarkXPress is linked to the Excel file for tracking
and updating.
You can import only .xlsx files in QuarkXPress.
If you import a table from Excel using the Link to External Table feature in the Table
Properties dialog box, table usage will be tracked just as picture usage is tracked. This
ensures that you're notified if the source table changes, and that you have the latest
table data when you output the layout, whether you print, collect for output, or save
as a PDF. To check the status of a table, choose Utilities > Usage, and then click the
Tables tab.
Although you can update tables just as you can update pictures, you'll need to keep
the following points in mind:
• If you check Include Formats in the Table Link dialog box when you first import
an Excel table, the table's Excel formatting is preserved (as much as possible) in

A GUIDE TO QUARKXPRESS 2016 | 107

BOXES, LINES, AND TABLES
QuarkXPress. If you later update the table, any local formatting you have applied
in QuarkXPress is removed and replaced with the formatting from the Excel file.
• If you do not check Include Formats in the Table Link dialog box when you first
import an Excel table, the table's Excel formatting is discarded. If you later update
the table, QuarkXPress attempts to preserve any local formatting you have applied
to the table in QuarkXPress.
To import an Excel table and maintain the link in QuarkXPress:
1 Using the Tables tool, drag to draw a table of approximately the dimensions you need.
The Table Properties dialog box displays when you release the mouse button.
2 Check Link to External Data.
3 Click OK to display the Table Link dialog box.

The Table Link dialog box
4 Click Browse to locate and select an Excel file to import.
5 If the file includes multiple worksheets, choose the one you want to import from the
Sheet drop-down menu. If you want to import only a portion of the data, you can
specify a cell range in the Range field or choose a named range from the drop-down
menu.
6 In the Options area, check the attributes you want to import.
7 Click OK.

108 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
Formulas and references are not imported. Instead, the final values that result from
formulas and references are imported. Inserted pictures are not imported. Text with
Auto Filter or Advance Filter (Data > Filter) applied is imported as static text.
A quicker way to create a table from Excel data — without linking the source table to
the QuarkXPress project for updates — is to copy and paste. To do this, select any
portion of data in an Excel worksheet and copy the selected data. Then simply switch
to QuarkXPress and choose Edit > Paste. QuarkXPress creates a table appropriate to
the data and inserts the text.

Importing Excel charts
If you have charts or pictures created using Insert > Chart or Insert > Picture in Excel
that you want to use in a QuarkXPress layout, you can import those charts or pictures
the same way you import other pictures. To do this, use the Insert Chart tab of the
Import Picture dialog box (File menu). Charts and pictures imported from Excel are
tracked by the Pictures tab of the Usage dialog box (Utilities menu) just like other
pictures.

Inline tables
Excel tables can be imported and inserted inline with text.
The advantages of inline tables over the designer tables are:
• Inline Tables are much faster when creating large tables that span multiple pages.
• Table styles can only be applied to Inline Tables.

Inserting an inline table
To import an Excel table and insert it inline with text:
1 Place the cursor in the text where you want the table to be.
2 Choose Item > Insert Inline Table . The Table Link dialog box displays.

A GUIDE TO QUARKXPRESS 2016 | 109

BOXES, LINES, AND TABLES

The Table Link dialog box
3 Click Browse to locate and select an Excel file to import.
4 If the file includes multiple worksheets, choose the one you want to import from the
Sheet drop-down menu. If you want to import only a portion of the data, you can
specify a cell range in the Range field or choose a named range from the drop-down
menu.
5 In the Options area, check the attributes you want to import.
6 Indicate how many header rows you would like to include in the Header Rows field.
7 Optionally you can choose a table style to apply to the imported table from the Table
Style drop-down menu. For more information, see "Table styles."
8 Click OK.

Table styles
To edit table styles, choose Window > Table Styles to display the Table Styles palette.
The buttons at the top of this palette let you add, edit and duplicate table styles. Choose
an existing table style and click the

button, or click the

button to add a new

table style.
The Edit Table Style dialog displays.
• In the Name field, enter a name for the table style, or the application will use a
default "New Table Style" name.

110 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
• Specify the table attributes you want the new table style to have.

When you're done, click OK.
After you have added a table style, it is listed in the Table Styles palette (Window >
Table Styles). The new style will be available when you attempt to insert an inline
table.

Adding text and pictures to tables
When working with tables, think of a table cell as a text box or a picture box. Each
box contains content — text that may or may not be linked to the next cell, an
individual picture, or nothing (maybe just a blend). Therefore, you can add content
to tables much as you add content to boxes — by typing text, importing text, or
importing pictures.
Converting text cells to picture cells is the same as converting a text box to a picture
box. Select all the cells you want to convert and choose Item > Content > Picture.

Editing table text
Two important things to know about editing text within tables are how to navigate
between cells and how to select text for formatting. As always when working with
text, you must first select the Text Content tool

.

A GUIDE TO QUARKXPRESS 2016 | 111

BOXES, LINES, AND TABLES
Navigating through a table works as follows:
• Click in a cell in which you want to enter or import text.
• Press Tab to move to the next cell.
• Press Shift+Tab to go back to the previous cell.
• Press the arrow keys to move through the text in a cell, and to move from cell to
cell.
To enter a tab character in a text cell, press Control+Tab. To enter a right-indent tab,
press Option+Tab/Control+Shift+Tab. If you need to align numbers within a table on
the decimal point or other character, you can insert tabs in each table cell and then
specify the appropriate Align On tab stops (Style > Tabs).
Selecting text in rows and columns works as follows:
• To select all the text in a row, click outside the right or left edge of the table.
• To select all the text in a column, click outside the top or bottom edge of the
table.
• To select all the text over several rows or columns, drag along an edge of the table.
• To select text in non-adjacent rows or columns, Shift+click the specific rows or
columns.
• To select text in various rows and columns, use the options in the Select submenu
of the Table menu. Options include Cell, Row, Odd Rows, Even Rows, Column,
Odd Columns, Even Columns, All Cells, Header Rows, Footer Rows, and Body
Rows. The Select commands in the Table menu are helpful for applying different
formatting to alternating rows or columns.

Linking table cells
When cells are linked, text that is typed, imported, or pasted into a cell fills the first
text cell in the linked story, and then flows into each subsequent linked cell. As with
text in linked boxes, the Next Column character (enter on the numeric keypad) is
helpful for controlling text flow in linked cells. In addition to linking table cells to
each other, you can link cells to and from text boxes and text paths.
• To link all the cells in a table, check Link Cells in the Table Properties dialog
box when you create the table.
• To link selected cells in a table, choose Table > Link Text Cells. All but the first
cell in the selection must be empty.
• To manually link table cells, use the Linking tool

. As with linking text boxes,

click to select the starting cell and then click the next cell you want to add. To
redirect existing links, Shift+click with the Linking tool.
•

To unlink table cells, use the Unlinking tool

to click the blunt end of the

arrow between linked cells.
• To link table cells to text boxes or text paths, use the Linking tool

112 | A GUIDE TO QUARKXPRESS 2016

.

BOXES, LINES, AND TABLES
If you combine linked text cells (Table > Combine Cells), the combined cells are
removed from the text chain; the remaining links are unaffected. If a combined cell
is split (Table > Split Cell), the links are maintained and text flows according to the
specified Link Order.

Formatting tables
On Windows, as with other items in QuarkXPress, tables have their own version of the
Modify dialog box (Item menu) for formatting table attributes. The panes available
in the Modify dialog box depend on what is selected — for example, you can select
the entire table with the Item tool
the Text Content tool

; select individual cells or groups of cells with

; or select specific gridlines, picture cells, or text cells. Options

in the Measurements palette and Colors palette reflect table selections as well, allowing
you to make some adjustments.
On Mac OS X, the Table tab in the Measurements palette is available when a content
tool is selected, otherwise the options are available in the Home tab.

Formatting gridlines
Gridlines are the horizontal lines between rows and the vertical lines between columns.
When gridlines are selected, you can use the Grids tab of the Modify dialog box
(Windows) or the Home/Classic tab of the Measurements palette to specify line style,
width, color, gap color, shades, and opacities.
1 To format gridlines, first select them as follows:
• For an individual gridline, click the gridline with the Text Content tool

.

• For multiple gridlines, Shift+click each gridline.
• For the entire table, all horizontal gridlines, or all vertical gridlines, select the
table with the Item tool

. Then you can specify a selection in the Modify dialog

box.
• Choose an option from the Select submenu of the Table menu: Horizontal Grids,
Vertical Grids, Border, or All Grids.
2 Once the appropriate gridlines are selected, on Windows, choose Item > Modify, and
then click the Grid tab.

A GUIDE TO QUARKXPRESS 2016 | 113

BOXES, LINES, AND TABLES

The Grid tab of the Modify dialog box
3 To select all gridlines, vertical gridlines, or horizontal gridlines, click one of the buttons
to the right of the Preview area. From top to bottom, the buttons select All Gridlines,
Horizontal Gridlines, or Vertical Gridlines.
4 Change any values in the Grid tab, using the Preview area and the Apply button to
help you make decisions.
On the Home/Classic tab of the Measurements palette, there is a section for formatting
the selected gridlines.

Inserting and deleting rows and columns
You can insert rows and columns anywhere within a table. Simply click in a cell that
is immediately above or below where you want to add a row. Or, click in a cell to the
right or left of where you want to add a column. Then, choose Table > Insert > Row
or Table > Insert > Column.
To select rows or columns to delete, drag the arrow pointer over a table edge and then
Shift+click the arrow pointer, or use the commands in the Select submenu of the Table
menu (such as Odd Rows). Then, choose Table > Delete > Row or Table > Delete >
Column.
If Maintain Geometry is checked in the Table menu and you delete a column or row,
existing columns or rows increase in size to fill the space of the deleted columns or
rows. If Maintain Geometry is unchecked, the table becomes smaller as necessary.

114 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES
Combining cells
To combine cells, Shift+click a rectangular selection of cells with the Text Content
tool

. Choose Table > Combine Cells. To revert combined cells to match the

surrounding table, select the combined cells and then choose Table > Split Cells.
If you combine unlinked cells containing text or pictures, the content of the upper-left
cell in the selection is maintained for the combined cell.

Manually resizing tables, rows, and columns
As with other items in QuarkXPress, you can drag to resize rows, columns, and tables.
To resize a row or column, click a gridline to display the resize pointer. Drag the pointer
up or down to resize a row and left or right to resize a column. To resize an entire
table, press one of the following keyboard commands while you drag a resize handle.

Effect on table

Mac OS X command

Windows command

Table and contents resized

Command

Ctrl

Table (but not contents)
resized proportionally

Shift

Shift

Table and contents resized
proportionally

Command+Shift

Ctrl+Shift

Converting tables back to text
If you need to export the current data from a table — for example, to save the data as
a Word file — you can convert the information to text. To do so, select the table and
then choose Table > Convert Table > To Text.

Working with tables and groups
For flexibility, you can group tables to other items using the Group command (Item
menu). In addition, you can disassemble a table by converting its cells to a series of
grouped text boxes, picture boxes, or both. This method lets you separate elements of
a table and use those elements elsewhere in a layout. To do this, select a table and
choose Table > Convert Table > To Group. To work with the individual boxes, choose
Item > Ungroup.

Continuing tables in other locations
Because tables do not always fit on one page or spread — or within the space allotted
in a design — tables can be automatically continued to other locations anywhere in
a layout.
There are two ways to continue tables:
• Anchoring the table in a text box. This is the preferred way to break a table in
most situations, because it is easiest to use
• Breaking the table manually. This method is necessary when you break a table
horizontally (for example, if you want to put the first five columns of a table on
one page and the remaining three columns on a different page).

A GUIDE TO QUARKXPRESS 2016 | 115

BOXES, LINES, AND TABLES
When tables are continued, you may still need a legend to explain what's in the table.
You can add a legend in the form of automatically created and synchronized header
and footer rows, and you can create special "continued" table headers for portions of
a table after the first.

Anchoring tables in text
One way to continue a table in another location is to anchor the table in a text box.
An anchored table flows with the text like any other anchored object, but it also breaks
automatically if it is too long to fit in the box and it is the only thing in the paragraph
that contains it.
To anchor a table in text:
1 Create the table.
2 Select the table with the Item tool

.

3 Choose Edit > Cut.
4 Select the Text Content tool

and place the text insertion point where you want

the table to be.
5 Choose Edit > Paste.
At this point, the table will break automatically as it flows through the text. However,
it will not have a header unless you add it. For more information, see "Adding header
and footer rows to tables."

Breaking a table manually
One way to continue a table in another location is to specify a table break. The table
break is the maximum size the table can reach before it splits into two linked tables.
In continued tables, any changes to a table, such as inserted columns, are reflected
throughout the table. To manually create a continued instance of a table:
1 Choose Table > Table Break to display the Table Break Properties dialog box.

116 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

The Table Break Properties dialog box
2 Check Width to break the table when its width exceeds the value in the field. By
default, the current width of the table displays in the Width field — decreasing this
value will break the table.
3 Check Height to break the table when its height exceeds the value in the field. By
default, the current height of the table displays in the Height field — decreasing this
value will break the table.
4 You can specify the number of header rows by entering a value in the Header Rows
field. (For more information, see "Adding header and footer rows to tables.")
5 If the table has a header, you can check Continued Header to create a different
version of the header that displays in continued instances of a table. For example, if
the header on the first portion of the table is "List of Contributors," the continued
header might be "List of Contributors (continued)." Click First Header Row to limit
the continued header to the first header row, or All Header Rows to create continued
headers from all header rows.
To set the continued header's contents, close this dialog box, then go to a portion of
the table after the first and change the header contents there.
6 You can specify the number of footer rows by entering a value in the Footer Rows
field.
7 Click OK. If the height or width of the table meets the Table Break criteria, the table
separates into two or more linked tables. You can move the continued tables to other
locations in the layout. The table may break later as you adjust it by resizing or adding
rows and columns.

A GUIDE TO QUARKXPRESS 2016 | 117

BOXES, LINES, AND TABLES

A broken table with a continued header
The Table Break feature works in both directions: it continues the table using additional
sub-tables as necessary if the table gets larger and recombines tables as necessary if the
table gets smaller.
To sever the links between continued tables, select any instance of the continued table
and choose Table > Make Separate Tables.

Adding header and footer rows to tables
You can specify that header and footer rows repeat automatically in continued instances
of tables. Even better, header and footer rows are automatically synchronized, so any
changes in the text are reflected throughout all instances of a continued table.

In this continued table, the first two rows — the table heading and the column heads —
repeat as header rows in the continued instances of the table. The first row is a continued
header.
To add header and footer rows to a table:
1 Set up the table to break. For more information, see "Breaking a table manually" and
"Anchoring tables in text."
2 There are two ways to create header and footer rows:
• To create an automatic header, select the first one or more rows of the table and
choose Table > Repeat As Header. To create an automatic footer, select the last
one or more rows of the table and choose Table > Repeat As Footer.
• Choose Table > Table Break. The Table Break Options dialog box displays. To
set the number of header and footer rows, enter values in the Header Rows and
Footer Rows fields, respectively.

118 | A GUIDE TO QUARKXPRESS 2016

BOXES, LINES, AND TABLES

Table Break Properties dialog box for anchored table
To create a secondary header that displays in portions of a table after the first, check
Continued Header. For example, if the header on the first portion of the table is "List
of Contributors," the continued header might be "List of Contributors (continued)."
Click First Header Row to limit the continued header to the first header row, or All
Header Rows to create continued headers from all header rows.
When you're finished, click OK.
3 To set a continued header or footer's contents, go to a portion of the table after the
first and change the header contents there.
You can uncheck Repeat as Header or Repeat as Footer in the Table menu any time
to remove the header or footer rows from continued tables.
Once you add automatic header rows and footer rows, the remaining table rows are
considered "body rows." Options in the Select submenu of the Table menu let you
select all the Header Rows, Footer Rows, and Body Rows in any instance of a
continued table for formatting.

Table Import XTensions software
You can use Table Import XTensions software to create a table in QuarkXPress using
a Microsoft Excel (.xlsx) file as the data source, and you can update that same
QuarkXPress table when the data changes in the Excel file. You can also use this
XTensions module to import and update charts and pictures from Microsoft Excel.
When the Table Import XTensions software is active or loaded, the following additions
display in the QuarkXPress interface:
• The Link to external data check box is added to the Table Properties dialog box.

A GUIDE TO QUARKXPRESS 2016 | 119

BOXES, LINES, AND TABLES
• The Tables tab is added to the Usage dialog box.
• The Insert Chart tab is added to the Import Picture dialog box and displays all
the charts present in the workbook.

120 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Text and typography
Text is an integral part of nearly every publication. QuarkXPress lets you create and
edit text directly in your publications or import text from most popular word processing
applications. In addition to the standard text formatting and editing features,
QuarkXPress includes such features as finding and changing text and its attributes,
spell checking, custom spelling dictionaries, and a font usage utility for making
project-wide changes to text formatting.
Typography is the art of making the appearance of your text convey the tone or
meaning of the content. QuarkXPress lets you control the tone of your text by letting
you adjust every facet of typography, including typefaces, type styles, leading, and
spacing.
The

icon indicates text features that are considered East Asian features and are only

available when you have the East Asian preference enabled (QuarkXPress/Edit ( >
Preferences > East Asian).

Editing text
To enter and import text into active text boxes, use the Text Content tool

.

Characters are entered at the text insertion point, indicated by the blinking line.
A story is all of the text in a text box. If a series of boxes is linked, all of the text in all
of the boxes is a single story.
You can select text using multiple mouse clicks. A double-click selects the word
containing the text insertion point; a triple-click selects the line containing the text
insertion point; four clicks selects the entire paragraph containing the text insertion
point; five clicks selects the entire story.
When you double-click to select a word and cut or copy it, the application looks at
the context of the word and adds or deletes a space automatically as needed when you
paste the word in its new location. This feature is referred to as Smart Space. If you
want an accompanying punctuation mark included with the word you're selecting,
double-click between the word and its adjacent punctuation.

Fit Box to Text feature
If the text you have entered does not fit in the text box, the overflow symbol displays.
Automatically adust the box size to fit the text by choosing Fit Box to Text from the

A GUIDE TO QUARKXPRESS 2016 | 121

TEXT AND TYPOGRAPHY
context menu (or Item menu). The Fit Box to Text feature works on any shape or size
of text box.

This feature is not available on locked boxes or when the proportion of the box is
locked.

The Fit Box to Text feature can be used for boxes which have overflow or underflow.
The Fit Box to Text feature can be used for all kinds of text boxes, including linked
boxes, multicolumn boxes, rotated boxes. It will work on text that has various attributes
applied to as well as text containing footnotes and endnotes.

Importing and exporting text
To import text, do one of the following:
• Select the Text Content tool

, place the text insertion point where you want

text to be inserted, and then choose File > Import. Check Convert Quotes option
to convert double hyphens to em dashes and convert foot or inch marks to
typesetter's apostrophes and quotation marks. Check Include Style Sheets to
import style sheets from a Microsoft Word or convert "XPress Tags" to formatted
text.
• Drag a text file from the file system onto a text box.
• Drag text from another application onto a text box.
• Press Command/Ctrl and drag a text file from the file system onto a picture box
or a no-content box.
• Press Command/Ctrl and drag text from another application onto a picture box
or a no-content box.
If you drag content onto a box that already contains text or a picture, QuarkXPress
creates a new box for the dragged content. To replace the contents of the box instead,
press Command/Ctrl while dragging the content to the box. To always create a new
box for dragged-in content, press Option/Alt while dragging.
If all the imported text does not fit in the text box, the overflow symbol displays. After
importing text into a box, you can choose Fit Box to Text from the context menu (or
Item menu). If Auto Page Insertion (QuarkXPress/Edit > Preferences > Print Layout >

122 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
General pane) is enabled, pages are inserted (when you import text into an automatic
text box) as necessary to contain the text.
To export text, first either place the text insertion point in a text box (if you want to
save all of the text in that box) or select the text you want to export. Then choose
File > Save Text, choose an option from the Format pop-up menu, enter a name,
choose a location, and then click Save.
To export in .docx format, choose Word Document from the Format drop-down
menu.

Importing and exporting text with Unicode options
You can specify an encoding type when importing text and exporting text. The
encoding type specifies the byte sequence used to represent each glyph in text.The
options work as follows:
• The Import dialog box includes an Encoding drop-down menu when a plain text
or "XPress Tags" text file is selected. The software attempts to determine the
encoding of selected text files and apply an appropriate encoding type. You can,
however, choose a different option for text.
• The Save Text dialog box provides an Encoding drop-down menu when you're
exporting text in plain text or "XPress Tags" format.
• The Convert Quotes option continues to convert straight quotes to typesetter's
quotation marks and double hyphens to em dashes.

Finding and changing text
The Find/Change palette (Edit menu) lets you perform standard search-and-replace
operations. In addition, you can use this palette to:
• Find and change using wild card characters: Command+Shift+?/Ctrl+Shift+?
• Find and change text formatting, including style sheet, font, size, color, and type
style (including OpenType styles)
• Find and change based on breaking or non-breaking spaces/dashes/hyphens within
the text (i.e. you can search for all breaking spaces and replace them with
non-breaking spaces.)
• Constrain find/change operations to a single story, or to an entire layout
• Find and change based on character language (see "Applying a character language")
• Find and change ligatures
• Find and change special characters (see "Special character codes")
• Find and change emphasis marks (in East Asian configuration)
• Search in Locked Content
• Find and change text in Footnotes/ Endnotes. To enable Search in Footnote, you
must first select Layout. When the Search In Footnotes option is checked, the

A GUIDE TO QUARKXPRESS 2016 | 123

TEXT AND TYPOGRAPHY
Ignore Attributes option will be disabled and only text can be searched and
replaced at that time.
Press Option/Alt to change the Find Next button to Find First.
The search text for the last 10 searches are saved in the drop-down menus under Find
What and Change To.

Use the Find/Change dialog box to search for and replace text.
To search and replace based on formatting attributes, uncheck Ignore Attributes.

124 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Special character codes
You can use special character codes to find/change special characters. You can also
use these codes when creating conditional styles.

Code

Character

Tab

\t

New paragraph

\p

New line

\n

New column

\c

New box

\b

Backslash

\\

Punctuation space

\.

Flex space

\f

Discretionary hyphen*

\h

Indent here

\I

Discretionary new line

\d

Em space

\m

En space

\e

3-per-Em space

\5

4-per-em space

\$

6-per-em space

\^

Figure space

\8

Hair space

\{

Thin space

\[

Zero width space

\z

Word joiner*

\j

Conditional style marker (Find/Change \r
only)
Footnote/Endnote reference marker*

\o

Content Variable reference*

\v

*Not applicable in conditional styles.
*You can only search for Footnote/Endnote reference markers or Content Variable
references. You are unable to replace them.

A GUIDE TO QUARKXPRESS 2016 | 125

TEXT AND TYPOGRAPHY
Working with footnotes and endnotes
Footnotes and Endnotes consists of two linked parts: the reference number that appears
in the text, and the Footnote/Endnote text that appears at the bottom of the text.
Footnote text is created at the end of a page and Endnote text is created at the end of
a story.
As you insert/delete Footnotes and Endnotes, they are automatically numbered as they
are added to/deleted from the text. This numbering will restart with each new story.
You can define the numbering style, appearance, and layout of Footnotes and Endnotes.
Footnotes and Endnotes can applied to text within an anchored box, including nested
anchored boxes. The footnote text of the anchored text will appear at the bottom of
the page while its endnote text will appear at the end of the document.
Footnotes/Endnotes adhere to the following rules:
• Text export is not supported for Footnote/Endnote in any format in QuarkXPress.
• Each Footnote/Endnote text is a different story, and thus the user cannot select
Footnote/Endnote text toegther.
• Footnotes/Endnotes can be copy pasted within the same project and across projects
• Footnote/Endnotes can be imported from Microsoft Word (.docx) files.

Inserting footnotes and endnotes
To insert a Footnote or an Endnote:
1 Place the insertion point where you want the Footnote/Endnote reference number to
appear, or select the word for which you want to add a Footnote/Endnote.
2 Choose Style > Footnote/Endnotes.
3 Select Insert Footnote, Insert Endnote or Custom Footnote/Endnote from the drop
down menu. If you choose Custom Footnote/Endnote, the Insert Footnote/Endnote
dialog box appears:

126 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
This allows you to select a Footnote style. User can change an applied Footnote style
to a different style or to an Endnote style and vice versa.
Footnote/Endnotes are supported for linked text chain and multi-column boxes.
Footnote/Endnote text can flow across the text chain.
Use the Restart Numbering option to restart the numbering of a Footnote/Endnote.
Use the Custom Footnote/Endnote option to specify a custom mark as the
Footnote/Endnote reference number.
4 Type the Footnote/Endnote text.
The Footnote/Endnote is added to the document
When the insertion point is in the Footnote text, you can choose Style >
Footnotes/Endnotes and select Return to Reference to return to the reference text.
You can select a Footnote/Endnote reference number and jump to the corresponding
Footnote/Endnote text by choosing Style > Footnotes/Endnotes and select Go to
Footnote/ Endnote.
You can insert Footnotes/Endnotes or return to reference using the following shortcut
key commands:
• Insert Footnote: Ctrl+ Alt+Shift+F1 (Windows); Cmd+ Opt+Shift+F1 (Mac OS X)
• Insert Endnote: Ctrl+ Alt+Shift+F2 (Windows); Cmd+ Opt+Shift+F2 (Mac OS X)
• Return to Reference: Ctrl+ Alt+Shift+F4 (Windows); Cmd+ Opt+Shift+F4 (Mac OS
X)

Footnote/Endnote styles
To edit Footnote/Endnote styles, choose Window > Footnote Styles to display the
Footnote Styles palette.

Use the Footnote Styles palette to add, edit, duplicate and delete footnote styles.
The buttons at the top of this palette let you add, edit, duplicate and delete Footnote
styles. You can also apply a different Footnote/Endnote style on an already applied

A GUIDE TO QUARKXPRESS 2016 | 127

TEXT AND TYPOGRAPHY
Footnote/Endnote reference number by clicking on the desired style in the palette.
You can access the Insert Footnote/Endnote dialog using the Custom
Footnote/Endnote button in the palette.
To add a new Footnote/Endnote style or to edit an existing Footnote/Endnote style,
choose an existing Footnote style and click the

button, or click the

button.

The Edit Footnote Style dialog displays.
You can also display this dialog by choosing Edit > Footnote Styles to display the
Footnote Styles dialog. Choose an existing Footnote style and click the Edit button,
or click the New button.

Specify the attributes for your Footnote/Endnote style. The attributes in the top half
of the dialog will be applied to the footnote/endnote reference text, the attributes
under the Footnote/Endnote Formatting section of the dialog will be applied to the
actual footnote text:
• Name: Enter a name in this field, or the application will use a default "New
Footnote Style" name.
• Reference Type: Indicate if this will be a Footnote or an Endnote style.
• Numbering Style: Select a numbering style that will be applied to the
Footnote/Endnote reference numbers from the Numbering Style drop-down
menu. To create a numbering style, see "Working with numbering styles

128 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• Marker Style: Select a marker style that will appear in the reference text from the
Marker Style drop-down menu.There are 3 options: Superscript, Subscript and
Inherit from Numbering. If the Inherit from Numbering option is selected,
then the character styling applied on the selected numbering style will be applied
as the marker style.
• Start At: Specify the number used for the first Footnote in the story. Each story
in a document begins with the same Start At number.
• Restart Numbering: Specify when you wish to restart the numbering. Choose
Never if you wish the numbering to never restart for the entire project. Choose
Each Page or Each Section to specify when Footnote numbering is to be restarted.
This option is only available only for Footnotes and not Endnotes.
• Paragraph Style: To associate a paragraph style sheet with the Footnote/Endnote
style, choose an option from the Paragraph Style drop-down menu. To create a
paragraph style sheet, see "Creating and editing paragraph style sheets".
• Character Format: Choose Inherit From Marker Style to retain the styling applied
on the footnote/endnote reference number. To associate a different character
styling with the footnote/endnote marker, choose a character style sheet from a
list of character style sheets available in the Character Format drop-down menu.
To create a character style sheet, see "Creating and editing character style sheets".
• Prefix: Enter text that you want to appear before the footnote marker.
• Suffix: Enter text that you want to appear after the footnote marker.
• Space Separator: Select the space separator/s you want between the
footnote/endnote marker and the text of the note.
• Start Endnotes on New Page: Specify if you wish to to start the Endnotes from
a new page or from the same page just after the end of the story. This option is
available only for Endnotes, not Footnotes. By default, the Start Endnotes on
New Page option is unchecked for an Endnote style.
If you select Start Endnotes on New Page, then you should not set Auto Page
Insertion in preferences to Off, otherwise Endnotes will not be displayed.
The space between two footnotes/endnotes can be specified using the Space Before
and Space After settings of the paragraph styling applied to the footnote text.

When you're done, click OK.
After you have added a Footnote/Endnote style, it is listed in the Footnote Style dialog
(Edit > Footnote Styles) and also in the Footnote Styles palette (Window > Footnote
Styles). The new style will be available when you attempt to insert a custom
Footnote/Endnote into the text.

Footnote styles can be appended from another project

A GUIDE TO QUARKXPRESS 2016 | 129

TEXT AND TYPOGRAPHY
Footnote separators
The Footnote separator is the line separator between the parent text and Footnote
text. The Footnote separator style is a box attribute and as such you can apply a different
Footnote separators to different boxes in the same story, or to different stories in the
same layout.
To add or edit Footnote separator styles, choose Edit > Footnote Styles to display the
Footnote Styles dialog.

Select Footnote Separator Styles from the drop-down menu under Show:. The existing
Footnote separator styles will be listed. Choose an existing Footnote separator style
and click the Edit or Duplicate button, or click the New button.
The Edit Footnote Separator Style dialog displays:

130 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Specify the attributes for the Footnote separator style:
• Name: Enter a name in this field, or the application will use a default "New
Footnote Separator Style" name.
• Space Before: Specify the desired amount of space above the separator (between
the body text and the separator).
• Space After: Specify the desired amount of space below the separator (between
the separator and the footnote/endnote text).
• Rule for Separator Style: Check to specify the attrubutes for the main footnote
separator style.
If this box is not checked, there will be no separator between the text and the
footnote.

• Rule for Continued Separator Style: Check to specify the attributes of the
separator style if the footnote will be continued onto a subsequent page or column.
If this box is not checked and the footnote text overflows onto the next page or
column, there will be no separator between the text and the footnote on the
second page or column.

• Style: Select a line style for the separator from the Style drop-down menu.
• Width: Select a width or type in a value for the width of the separator from the
Width drop-down menu.
• Color: Select a color for the separator from the Color drop-down menu.

A GUIDE TO QUARKXPRESS 2016 | 131

TEXT AND TYPOGRAPHY
• Shade: Select a shade or type in a value for the shade of the separator using the
slider tool in the Shade drop-down menu.
• Opacity: Select an opacity or type in a value for the opacity of the separator using
the slider tool in the Opacity drop-down menu.
• From Left: Specify the Left Indent offset for the separator. This value can be an
absolute value or a relative value in terms of a percentage of the box.
• From Right: Specify the Right Indent offset for the separator. This value can be
an absolute value or a relative value in terms of a percentage of the box.
When you're done, click OK.
After you have added a Footnote separator style, it is listed in the Footnote Styles
dialog (Edit > Footnote Styles).

To apply the new Footnote separator style, choose Style > Footnote Separator Style
and select the new style.

Checking spelling
To check spelling, choose an option from the Utilities > Check Spelling submenu:
Word, Story or Layout. The Check Spelling palette displays.

Check Spelling palette

132 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
To change the scope of the spell check, choose an option from the Check drop-down
menu. The options are Word, Selection, End Of Story, Story, or Layout. If you choose
Layout, the spell check skips applied master page items and then checks the master
page(s) after checking spelling on all layout pages.
To check spelling in locked text boxes, cells, and paths, check Search Locked Content.
Spell checking always starts from the text insertion point.
To start a spell check, click Start. To start the spell check from the beginning of the
active story, Shift+click Start.
To replace a misspelled word, type the correct spelling in the Replace With field or
choose the correct word from the list, then click Replace. To replace all occurrences
of the misspelled word, click Replace All.
To look up suggestions for the word in the Replace With field, click Look up.
To skip the selected word, click Skip. After you have skipped a word, the Last Skipped
button will be enabled. Clicking this button will take you back to the last word you
skipped. The skip history will be maintained for the current spell check session only.
To add the word in the Replace With field to an auxiliary dictionary, click Add. If no
auxiliary dictionary is open, you can select or create one after you click Add. To add
all suspect words to an open auxiliary dictionary, press Option+Shift/Alt+Shift and
click Add All.
To close the Check Spelling palette, click Done.
Spell checking is restricted to text boxes on visible layers only.
You can click outside the Check Spelling palette and return to the palette to restart
a spell check.
To reverse changes from the Check Spelling palette, choose Edit > Undo Text Change.
To display spell checking preferences, click Preferences. For more information, see
"Preferences — Application — Spell-Check."

Auxiliary dictionaries
To prevent a word from being flagged by the spell checker, create an auxiliary dictionary
and add the word to that auxiliary dictionary. To create an auxiliary dictionary:
• (Windows) Choose Utilities > Auxiliary Dictionary, enter a name, and then click
New
• (Mac OS X) Choose Utilities > Check Spelling > Auxiliary Dictionary, enter a
name, and then click New
To add words to an auxiliary dictionary:
• (Windows) Choose Utilities > Edit Auxiliary
• (Mac OS X) Choose Utilities > Check Spelling > Edit Auxiliary

A GUIDE TO QUARKXPRESS 2016 | 133

TEXT AND TYPOGRAPHY
Beginning with QuarkXPress 2015, Auxiliary Dictionarys are saved in .xml format.
Users will still be able to open legacy version documents and auxiliary dictionaries in
QuarkXPress 2016, but those dictionaries will get converted to .xml format.

Only one auxiliary dictionary at a time can be open for use with an article. An auxiliary
dictionary remains associated with an article until you click Close in the Auxiliary
Dictionary dialog box or until you open a different auxiliary dictionary.
Auxiliary dictionaries are saved as separate files on your hard drive. The path to an
article's auxiliary dictionary is saved with the project, so if you move an open auxiliary
dictionary to another folder or volume, the application will be unable to find it.
To create or open an auxiliary dictionary without closing the Check Spelling palette,
click Add while a word you want to keep is highlighted.
To add all suspect words to an open auxiliary dictionary, press Option+Shift/Alt+Shift
and click Add All.

Counting words and characters
To display a count of the words and characters in a laout or story, choose an option
from the Utilities > Word and Character Count submenu: Layout or Story. The
Story option will only be available if there is a story selected.

134 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Word and Character Count dialog box
The Word Count area displays the number of total and unique words in the story or
layout.
The Character Count area displays the total number of characters and specific language
characters in the story or layout.
Private Use Characters are unique characters specified within a range of the Unicode
character set by individuals, organizations, and software vendors outside the ISO and
Unicode Consortium.

Applying character attributes
QuarkXPress lets you maintain precise, character-by-character control over text
formatting.

Applying a font
To apply a font to selected text, do one of the following things:
• Choose Style > Font and choose a font from the submenu.
• (Windows only): Display the Character Attributes dialog box (Style > Character)
and choose a font from the Font menu.
• Choose a font from the Font drop-down menu in the Home/Classic or
Character/Character Attributes tab of the Measurements palette.

A GUIDE TO QUARKXPRESS 2016 | 135

TEXT AND TYPOGRAPHY
• Press Command+Option+Shift+M/Ctrl+Alt+Shift+M to jump directly to the font
field in the Measurements palette, enter the first few characters of the font name
until it is recognized, then press Return/Enter.
Your most recently used fonts display at the top of the font list.
(Windows only):To display font previews in font menus, check the Show in Font Menu
box in the Fonts pane of the Preferences dialog box (QuarkXPress/Edit menu). Press
Shift to temporarily override this preference.
(Mac OS X only): QuarkXPress automatically shows a preview of all typefaces in the
font pop-ups. Press Shift to temporarily override this preference.

Choosing a font size
You can apply font sizes from 2 to 16128 points. To apply a size to selected text, do
one of the following things:
• Choose Style > Size and choose a point size from the submenu.
• Click the arrow next to the current font size to display a list of point sizes, then
either choose a size from the list or enter a new point size.
• Use one of the keyboard commands below.

Mac OS X
• Increase 1 pt: Command+Option+Shift+>
• Decrease 1 pt: Command+Option+Shift+<
• Increase in preset range: Command+Shift+>
• Decrease in preset range: Command+Shift+<

Windows
• Increase 1 pt: Ctrl+Alt+Shift+>
• Decrease 1 pt: Ctrl+Alt+Shift+<
• Increase in preset range: Ctrl+Shift+>
• Decrease in preset range: Ctrl+Shift+<

Applying type styles
To apply a type style to selected text, do one of the following things:
• Choose Style > Type Style and choose a type style from the submenu.
• (Windows only): Choose Style > Character and click check boxes in the Type Style
area.
• Choose a type style from the Text Styles drop-down menu in the Measurements
palette. Apply bold and italic type styles using the icons to the left of the Text
Styles drop-down menu. To remove all styles from selected text, choose Remove
All Styles from the Text Styles drop-down menu.

136 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Intrinsic fonts are distinct font styles built into font families, such as “Times New
Roman MT Std Bd” in the “Times New Roman MT Std” font family.
Simulated fonts are plain intrinsic fonts that have been modified to simulate bold,
italic, or bold italic. When a font family does not include a bold or italic variation as
a separate intrinsic font, you can apply the bold and italic type styles to allow your
operating system to perform a transform to create a bold or italic rendition of the font.
The result is a simulated font.
When you apply bold to a plain font, the application first tries to find an intrinsic
bold version of the font, and then if it can't find such a font, it creates a simulated
bold version of the font.
Warning icons identify simulated fonts in a layout because simulated fonts can cause
output problems. Simulated fonts display with a warning icon in the Measurements
palette, the Glyphs palette, the Character Attributes dialog box, the Style > Type
Style submenu, the Edit Character Style Sheet dialog box, the Change To area of
the Find/Change palette, the Fonts pane of the Usage dialog box (Utilities menu),
the Replace Font dialog box accessible from the Usage dialog box, and the Character
Attributes tab of the Rubi dialog box.

Applying color, shade, and opacity
To apply color, shade, and opacity to selected text, do one of the following things:
• Choose options from the Style > Color, Style > Shade, and Style > Opacity
submenus.
• Display the Colors palette (Window > Show Colors), click a color, and then
choose or enter Shade and Opacity values.
• Use the color, shade, and opacity controls in the Home/Classic or Character
Attributes tab of the Measurements palette.

Applying horizontal or vertical scale
To apply horizontal or vertical scaling to selected text, do one of the following things:
• (Windows only): Choose Style > Horizontal/Vertical Scale, choose Horizontal
or Vertical from the Scale drop-down menu, enter a value in the field, and then
click OK.
• Choose Scale Text Horizontally or Scale Text Vertically from the
Character/Character Attributes tab of the Measurements palette, and enter a
value in the field.
• Use one of the keyboard commands below. If a range of text is selected that has
both horizontal and vertical scaling applied, the keyboard commands will increase
or decrease the text accordingly.
You cannot apply horizontal and vertical scaling values simultaneously.

Mac OS X
• Condense 5%: Command+[

A GUIDE TO QUARKXPRESS 2016 | 137

TEXT AND TYPOGRAPHY
• Expand 5%: Command+]
• Condense 1%: Command+Option+[
• Expand 1%: Command+Option+]

Windows
• Condense 5%: Ctrl+[
• Expand 5%: Ctrl+]
• Condense 1%: Ctrl+Alt+[
• Expand 1%: Ctrl+Alt+]

Applying baseline shift
You can place characters above or below their baseline without affecting paragraph
spacing. A positive value raises the text; a negative value lowers the text. To apply
baseline shift to selected text, do one of the following things:
• (Windows only): Choose Style > Baseline Shift, enter a value in the Baseline Shift
field, and then click OK.
• Enter a value in the Baseline field of the Character/Character Attributes tab of
the Measurements palette.
• Use one of the keyboard commands below.

Mac OS X
• Down 1 pt: Command+Option+Shift+• Up 1 pt: Command+Option++

Windows
• Down 1 pt: Ctrl+Alt+Shift+9
• Up 1 pt: Ctrl+Alt+Shift+0

Applying emphasis
To apply an emphasis mark to a character, select the character, click the Emphasis
Mark drop down in the Paragraph/Paragraph Attributes tab of the Measurements
palette to display the emphasis mark options, and then click one of the options. These
options are also available in the Emphasis Mark drop-down menu under Style > Type
Style. On Windows, these options are also available in the Emphasis Mark drop-down
menu in the Character Attributes palette (Style > Character).

Controlling half-width characters
To keep half-width characters (such as Roman characters) horizontal in a vertical story:
• (Windows only) Check the Keep Half-Width Characters Upright box in the
Character Attributes dialog box (Style > Character) .

138 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• (Mac OS X only) Check the Keep Half-Width Characters Upright box on the
Character tab of the Measurements palette.

Counting characters
The Character Count dialog box (Utilities menu) displays the number of full-width,
half-width, Bopomofo, Hangul, Kana, and Han characters used in the active story. It
also displays the number of symbols and private use characters in the selected story.

Working with font sets
Font sets let you control how different types of characters — such as Alphabetic
(Roman) and Han characters — display when they occur together in text.
You can create a new font set in the Edit Font Set dialog box (Edit > Font Sets). Each
font set is composed of a set of font types, each of which has its own settings.

Use the Edit Font Set dialog box to configure a font set.
For each type in a font set, you can control the following:
• Font: Specify a font for each type of character group.
• Relative Size: Specify the relative size of each font based on the font size used in
the layout. For example, if the font size in your layout is 12 points, and you specify
a relative setting of 200%, the font displays at 24 points.
• Baseline Shift: Specify a value to raise or lower the font from its baseline.
• Scale Direction: Specify whether the font is scaled horizontally or vertically.
• Scale Amount: Specify the amount of horizontal or vertical scaling.
The Sample Text area of the dialog box displays sample text that uses each of the
fonts in the font set.
You can apply a font set to text in the same way that you apply a font to text. Simply
select the text and choose a font set from the font drop-down menu in the
Measurements palette. Font sets display at the top of the list.

A GUIDE TO QUARKXPRESS 2016 | 139

TEXT AND TYPOGRAPHY
To append a font set to a project, use the Append button in the Font Sets dialog box
(Edit > Font Sets).

Working with grouped characters
Use the Group Characters dialog box (Style menu) to include a group of horizontal
characters, such as Roman characters, within a vertical line of text. Grouped characters
always display horizontally and do not break at the end of a line. To group selected
characters:
1 Choose Style > Group Characters.
2 Choose Vertical or Horizontal from the Scale drop-down menu and enter a percentage
in the field to the right of the Scale drop-down menu.
3 If you want to change the character spacing, enter a value in the Track/Sending
Amount field.
4 Click OK.

Aligning characters on a line
The Character Alignment feature gives you several options for aligning small
characters in a line of text to the largest character in a line of text. You can align
characters based on their baselines, their em boxes, or their ICF boxes.
Em boxes are the bounding boxes of characters. The ideographic character face (ICF) box
is a boundary inside the em box beyond which a glyph cannot extend. ICF boxes are
necessary to ensure that glyphs in an East Asian text flow do not touch each other.
The red area in the diagram below represents the boundaries of the em box. The yellow
area represents the ICF box.

Red represents the em box. Yellow represents the ICF box.
You can align smaller characters with the largest characters that appear in the same
line of text in one of following ways:

140 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• Choose an option from the Style > Character Alignment submenu.
• (Windows only): Choose Style > Formats and choose an option from the Char
Align drop-down menu under the Formats tab.
• (Mac OS X only): Choose an option from the Char Align drop-down menu on the
Paragraph tab of the Measurements palette..
The alignment options are:
• ICF Box Top: Aligns small characters with the top of the ICF box.
• Embox Top: Aligns small characters with the top edge of the em box of the largest
character in a line of horizontal text.
• Embox Bottom: Aligns small characters with the bottom edge of the em box of
the largest character in a line of horizontal text.
• Embox Centered: Aligns small characters with the center of the em box of the
largest character.
• Embox Right: Aligns small characters with the right edge of the em box of the
largest character in a line of vertical text.
• Embox Left: Aligns small characters with the left edge of the em box of the largest
character in a line of vertical text.
• Roman Baseline: Aligns small characters with the baseline of the largest character.
• ICF Box Bottom: Aligns small characters with the bottom of the ICF box.

Examples of horizontal character alignment

A GUIDE TO QUARKXPRESS 2016 | 141

TEXT AND TYPOGRAPHY

Examples of vertical alignment

Applying multiple character attributes
You can view and edit all character attributes at one time using the Character
Attributes dialog box (Style > Character) on Windows, or by using the Paragraph tab
of the Measurements palette on Mac OS X.
Blank fields and gray check boxes indicate that multiple styles are applied to selected
text. For example, if the Font field is blank, then more than one font is applied to the
selected text.
If you enter a value in a blank field, that value will be applied to all the selected text.
If you check or uncheck a gray check box, that style setting will be applied to or
removed from all selected text.

142 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Use the Character Attributes dialog box to format text.

Applying paragraph attributes
Paragraph attributes are formatting options that apply to a paragraph as a whole. They
include alignment, indents, leading, and tab settings. To apply attributes to selected
paragraphs, use the Paragraph/Paragraph Attributes tab of the Measurements palette
and on Windows you can also use the Paragraph Attributes dialog box (Windows
only) (Style > Formats).
You can copy any applied paragraph formats from one paragraph to other paragraphs
in the same box or text chain. To copy applied paragraph formats, select the paragraph
or range of paragraphs that you want to change, then press Option+/Alt+Shift while
clicking anywhere in the paragraph with the formats you want to copy. Copying
paragraph formats in this way will not change any character attributes.

Controlling alignment
You can choose from five paragraph alignments: Left, Centered, Right, Justified, and
Forced. The Forced option aligns all lines between the left and right indentations, like
the Justified option, but also justifies the last line (if there is a return at the end of the
paragraph).
To set the alignment of selected text, do one of the following things:
• Choose an alignment from the Style > Alignment submenu.
• Click an alignment icon in the Home/Classic tab or the Paragraph/Paragraph
Attributes tab of the Measurements palette.
• Use one of the keyboard commands below.

A GUIDE TO QUARKXPRESS 2016 | 143

TEXT AND TYPOGRAPHY
Mac OS X
• Left

: Command+Shift+L

• Centered
• Right

: Command+Shift+C

: Command+Shift+R

• Justified

:Command+Shift+J

• Forced

: Command+Option+J

Windows
• Left

: Ctrl+Shift+L

• Centered
• Right
• Justified
• Forced

: Ctrl+Shift+C

: Ctrl+Shift+R
: Ctrl+Shift+J
: Ctrl+Alt+Shift+J

Controlling indentation
You can specify indents for selected paragraphs in the following ways:
• Use the Style > Alignment submenu
• (Windows only): Use the Paragraph Attributes dialog box (Style > Formats)
• Use the Paragraph/Paragraph Attributes tab of the Measurements palette
Use the following fields to specify the indents:
• To specify how far a paragraph is indented from the left edge of a box or column,
enter a value in the Left Indent field.
• To specify how far the first line of a paragraph is indented from the Left Indent
value, enter a value in the First Line field. Note that First Line indentation is
relative to the Left Indent applied to a paragraph. For example, if you specify a
Left Indent of .5", and a First Line indentation of .5", the first line will begin 1"
from the left edge of the text box.
• To specify how far a paragraph is indented from the right edge of a box or column,
enter a value in the Right Indent field. Click OK.
• To create a hanging indentation, specify a positive Left Indent and a negative
First Line indentation or drag the indentation icons on the column ruler. In
Windows, you can use the Apply button in the Formats tab of the Paragraph
Attributes dialog box (Style > Formats) to experiment with the hanging
indentation.
In addition to setting hanging indents as a paragraph attribute, you can enter a special
character that forces the indenting of all lines of text from that point to the next
paragraph return. Press Command+\ (Mac OS X) or Ctrl+\ (Windows) to enter a special

144 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Indent Here character. (The Indent Here character is an invisible character; to view
invisible characters, choose View > Invisibles (Command+I/Ctrl+I.)
Alignment and indentations are both measured from the Text Inset field specified in
the Text tab of the Modify dialog box (Item menu) on Windows, or in the Text Inset
field on the Text Box tab of the Measurements palette. The Text Inset value affects
the four sides of a text box; it does not affect the inner columns of a text box.

Controlling leading
Leading is a measure of line spacing — the distance between text baselines in
paragraphs. When you specify a leading value, it is applied to all lines in selected
paragraphs. You can specify leading by three methods:
• Absolute leading sets the distance between baselines of text to a specific value,
regardless of the size of characters on the lines. For example, if you specify an
absolute leading value of 16 points for a paragraph, all baselines will be spaced
16 points apart. When specifying absolute leading, use a value that is the total
vertical distance you want between text baselines.
• Incremental auto leading combines a base amount of auto leading with an absolute
value specified in the Leading field. Incremental leading values must be preceded
by a plus (+) or minus (–) sign.
• Auto leading means the application uses the value in the Auto Leading field
(QuarkXPress /Edit > Preferences > Paragraph pane) to decide whether
percentage-based or incremental auto leading occurs. The default —
percentage-based — takes the base amount of auto leading and adds to it a fixed
percentage of the largest font size on the upper line to determine the total amount
of leading between an auto-leaded line and the line above it. The default value
for percentage-based auto leading is 20%. To specify auto leading, enter auto in
the Leading field.
To set the alignment of selected paragraphs, do one of the following things:
• (Windows only) : Choose Style > Leading, then enter an absolute leading value,
an incremental leading value (preceded by a plus or minus sign), or auto in the
Leading field.
• Use the Leading controls in the Measurements palette.
• Use one of the keyboard commands below.

Mac OS X
• Decrease 1 pt: Command+Shift+:
• Decrease .1 pt: Command+Option+Shift+:
• Increase 1 pt: Command+Shift+"
• Increase .1 pt: Command+Option+Shift+"

Windows
• Decrease 1 pt: Ctrl+Shift+:

A GUIDE TO QUARKXPRESS 2016 | 145

TEXT AND TYPOGRAPHY
• Decrease .1 pt: Ctrl+Alt+Shift+:
• Increase 1 pt: Ctrl+Shift+"
• Increase .1 pt: Ctrl+Alt+Shift+"

Controlling space before and after paragraphs
Space Before and Space After controls let you specify the amount of space before and
after selected paragraphs.
To set the space before and after selected paragraphs, do one of the following things:
• (Windows only): Choose Style > Formats, then enter values in the Space Before
or Space After fields.
• Use the Space Before Paragraph and Space After Paragraph controls in the
Paragraph/Paragraph Attributes tab of the Measurements palette.

Setting tabs
You can choose from six kinds of tab stops:
• Left aligns text flush left on the tab stop.
• Center aligns text centrally on that tab stop.
• Right aligns text flush right on the tab stop.
• Decimal aligns text on a decimal point (period).
• Comma aligns text on a first comma.
• Align On aligns text on any character you specify. When you select this tab, the
Align On field displays. Select the existing entry, and enter the character to align
on.
If you do not set custom tabs, the application sets default left-aligned tabs every
half-inch.
You can apply tabs to selected paragraphs in the following ways:
• (Windows only): Use the controls in the Tabs tab of the Paragraph Attributes
dialog box (Style > Tabs).
• Use the controls in the Tabs tab of the Measurements palette. Using the
Measurements palette conserves screen space, and you continuously see the
effects updated as you change tab settings. You can drag tab icons to the ruler or
drag tab icons directly into text. When you are dragging tabs to the ruler or to
text, a vertical line displays on screen to help you decide where to position the
tab.

Controlling widow and orphan lines
Widows and orphans are two kinds of typographically undesirable lines. Traditionally,
a widow is defined as the last line of a paragraph that falls at the top of a column. An
orphan is the first line of a paragraph that falls at the bottom of a column.

146 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Using the Keep Lines Together feature, you can choose not to break paragraphs, so
that if all the lines in a paragraph do not fit in a column or on a page, the whole
paragraph will flow to the top of the next column or page. Alternatively, you can
specify the number of lines that must be left at the bottom of a column or box, and
at the top of the following column or box, when a paragraph is broken. Using the
Keep with Next ¶ feature, you can keep a paragraph together with the paragraph that
follows it. This lets you keep a subhead together with the paragraph that follows it, or
keep other lines of text that logically go together from being separated.
It is common to specify Keep with Next ¶ for headline and subhead style sheets and
specify Keep Lines Together (usually with Start and End parameters) for body text
style sheets.
To turn the Keep Lines Together and Keep with Next ¶ features on or off for selected
paragraphs:
• (Windows only): Choose Style > Formats to display the Formats tab of the
Paragraph Attributes dialog box, then check or uncheck Keep Lines Together
and Keep with Next ¶
• (Mac OS X only):Use the Paragraph tab of the Measurements palette.

Working with non-breaking character sets
Non-breaking characters are characters that cannot begin or end a line, and also
which cannot be separated from each other at line breaks. The Non-Breaking Character
Set dialog box (Edit > NonBreaking Character Sets) includes default non-breaking
character sets for Japanese Strong, Japanese Weak, Korean Standard, Simplified
Chinese Standard and Traditional Chinese Standard.
To create custom non-breaking character sets:
1 Choose Edit > Non-Breaking Character Sets. The Non-Breaking Character Sets
dialog box displays.
2 Click New.
3 Enter a name in the Name field.
4 Enter characters in the Enter characters that cannot begin a line field, the Enter
characters that cannot end a line field, and the Enter non-separable characters
field.
5 Click OK.
6 Click Save.
To apply a non-breaking character set to a paragraph, choose one from the
Non-Breaking Char Set drop-down menu in the Edit Hyphenation & Justification
dialog box (Edit > H&Js > Edit).

A GUIDE TO QUARKXPRESS 2016 | 147

TEXT AND TYPOGRAPHY
Format painter
Format Painter allows you to copy formatting that is applied to one piece of text and
apply it to others. The Format Painter will copy and apply all formatting that has been
applied to that text including any applied style sheets (paragraph and character).
To use the Format Painter:
1 Select the text with the desired formatting.
2

Select the Format Painter

in the Home/Classic or Character/Character Attributes

tab of the Measurements palette.
3 Select the text that you wish to apply the desired formatting to.
IMPORTANT: Whether format painter applies only character formatting in addition
to paragraph formatting is determined by the original selection; if you select a few
characters, then only character formatting is applied, if you select several lines,
paragraph formatting is also applied. Style sheets are never applied using the Format
Painter.

Controlling kerning
Kerning is the adjustment of space between character pairs. Because of their shapes,
certain character pairs look better when kerned. You can use automatic kerning, and
you can also use manual kerning controls to specify additional kerning between
characters.
Kerning values are expressed as 1/200 of an em space. A positive kerning value increases
the amount of space between characters; a negative value decreases it.

Kerning manually
To apply kerning between two characters, do one of the following things:
• (Windows only) : Choose Style > Kern and enter a value in the Kern Amount field.
Click OK.
• Use the Kern Amount controls in the Measurements palette.
• Use one of the keyboard commands below.

Mac OS X
• Decrease 1/20-em: Command+Shift+{
• Increase 1/20-em: Command+Shift+}
• Decrease 1/200-em: Command+Option+Shift+{
• Increase 1/200-em: Command+Option+Shift+}

Windows
• Decrease 1/20-em: Ctrl+Shift+{

148 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• Increase 1/20-em: Ctrl+Shift+}
• Decrease 1/200-em: Ctrl+Alt+Shift+{
• Increase 1/200-em: Ctrl+Alt+Shift+}

Kerning automatically
To automatically kern text above a specific point size, display the Character pane of
the Preferences dialog box (QuarkXPress/Edit menu), check Auto Kern Above, and
enter a value in the field.
QuarkXPress uses kerning information that is built into the font (the font's kerning
table). A kerning table contains a number of character pairs — "Ta," for example —
and an associated kerning value for each pair in the table. You can't change a font's
kerning table, but you can create a custom kerning table for any font using the Kerning
Table Edit dialog box (Utilities menu). You can use this dialog box to customize both
horizontal (With-Stream) and vertical (Cross-Stream) space in kerning pairs.
You can create your own kerning tables in QuarkXPress.

Controlling hyphenation and justification
A hyphenation and justification (H&J) specification is a named package of settings for
hyphenating words that go over the margin of a line of text and for justifying spaces
between words and characters. You can apply H&Js to individual paragraphs, or you
can associate an H&J with a paragraph style sheet. Use the Edit Hyphenation &
Justification dialog box (Edit > H&Js > New) to control these settings.

The Edit Hyphenation & Justification dialog box
• Auto Hyphenation: Specify whether automatic hyphenation is allowed.

A GUIDE TO QUARKXPRESS 2016 | 149

TEXT AND TYPOGRAPHY
• Smallest Word: Specify the minimum number of characters a word must contain
to allow hyphenation.
• Minimum Before: Specify the minimum number of characters before a hyphen.
• Minimum After: Specify the minimum number of characters after a hyphen.
• Break Capitalized Words: Specify whether hyphenation of capitalized words is
allowed.
• Hyphens in a Row: Specify how many words can be hyphenated in consecutive
line ends.
• Hyphenation Zone: Specify the area before the right indentation in which
hyphenation can occur. For example, if you set the hyphenation zone to .05", the
word is hyphenated when an acceptable hyphenation point falls within .05" of
the right indentation. The word preceding the hyphenated word must not fall
within the hyphenation zone.
• Hyphenation Zone: For words containing Roman characters, specify the area
before the right indentation in which hyphenation can occur. For example, if
you set the hyphenation zone to .05", the word is hyphenated when an acceptable
hyphenation point falls within .05" of the right indentation. The word preceding
the hyphenated word must not fall within the hyphenation zone.
• Justification Method: Specify how words and characters are spaced.
• Space: Specify the minimum and maximum amount of space between words in
paragraphs that have justified or forced alignment. Specify the optimum amount
of space between words in all paragraphs, regardless of their alignment.
• Char: Specify the minimum and maximum amount of space between characters
in paragraphs that have justified or forced alignment. Specify the optimum amount
of space between characters in all paragraphs, regardless of their alignment.
•

Non-Breaking Char Set: Choose a non-breaking character set from the
drop-down menu. For more information about non-breaking character sets, see
"Working with non-breaking character sets."

•

Non Breaking Method: Choose a non-breaking method from the drop-down
menu. When the last character in a line of justified text is a non-breaking character
that cannot end a line, Run Back pulls the first character of the next line up to
the current line, based on the value in the Min. field. Run Down pushes the
character to the next line, based on the value in the Max. field. For more
information about non-breaking characters, see "Working with non-breaking character
sets."

•

R Space: Specify the amount of space between words containing Roman
characters in justified paragraphs. Specify the optimum amount of space between
words containing Roman characters in all paragraphs, regardless of their alignment.

•

EA Punct: Specify the minimum and maximum amount of space between
East Asian punctuation characters in justified paragraphs. Specify the optimum
amount of space between East Asian punctuation characters in all paragraphs,
regardless of their alignment.

150 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
•

Kana/Hangul/ZhuYin: Specify the minimum and maximum amount of space
between Kana, Hangul, or Zhu Yin characters in justified paragraphs. Specify the
optimum amount of space between Kana, Hangul, or Zhu Yin characters in all
paragraphs, regardless of their alignment.

•

Han: Specify the minimum and maximum amount of space between Han
characters in justified paragraphs. Specify the optimum amount of space between
Han characters in all paragraphs, regardless of their alignment.

•

R Char: Specify the minimum and maximum amount of space between Roman
characters in justified paragraphs. Specify the optimum amount of space between
Roman characters in all paragraphs, regardless of their alignment.

• Flush Zone: Specify the area before the right indentation within which the last
word in the last line of a justified paragraph must fall in order to justify that line.
For example, if you enter 1", the last line of a paragraph to which the hyphenation
and justification specification is applied will not be justified until the last word
in the line falls within 1" of the right indentation.
• Single Word Justify: Specify whether a single word on a line in a justified
paragraph extends from the left indentation to the right indentation. When the
box is unchecked, a single word on a line is left-aligned.
•

Break on Spaces: Specify whether Chinese, Japanese, and Korean text breaks
on spaces.

To enable/ disable justification settings for East Asian text categories of EA Punct, Han,
Kana/ Hangul/ ZhuYin specified in H&J, go to Preferences > Layout > General

Specifying hyphenation exceptions
In QuarkXPress, you can create language-specific lists of hyphenation exceptions. The
Hyphenation Exceptions dialog box (Utilities > Hyphenation Exceptions > Edit)
has a Language drop-down menu that lets you specify which language a hyphenation
exception applies to. When a paragraph is automatically hyphenated, the application
checks the list of hyphenation exceptions for the appropriate paragraph language.

A GUIDE TO QUARKXPRESS 2016 | 151

TEXT AND TYPOGRAPHY

The Hyphenation Exceptions dialog box
The Suggested Hyphenation dialog box (Utilities menu) displays the recommended
hyphenation of a word that is based on the hyphenation method specified for the
paragraph and the hyphenation exceptions for the paragraph's language.

Hyphenation exception files
Hyphenation exception lists can be stored in separate .xml files. These .xml files can
than be imported into your project and also exported and shared with other users and
projects. This allows the same list of hypenation exceptions to be used in multiple
projects.
Hyphenation exception files can be imported and applied at the layout level so different
layouts in the same project can have separate .xml files applied. You apply the desired
external hyphenation exception file to a layout through a Job Jacket, as a job jacket
resource. (see "Job Jackets with hyphenation exceptions")
After you have applied a hyphenation exception file to a project, if you change anything
in the .xml file, these changes will be reflected in the project the next time you open
the project. In addition, any changes made to hyphenation exceptions in the project
will be reflected in the linked .xml file.
This two-way link works only when the.xml file is linked through a Job Jacket, we do
not link thexml file directly to a layout.

Importing hyphenation exeption files
To import hyphenation exception files:
1 Choose Utilities > Hyphenation Exceptions > Import. The Select Hyphenation
Exceptions File dialog box displays.

152 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

The Select Hyphenation Exceptions File dialog box
2 Search for and select the hyphenation exception .xml file you wish to import.
3 Check Append to Existing (default) to append the hyphenation exceptions to an
existing list.
If there are conflicts between words on the old list and the list you are attempting to
append, a conflict resolution window will open. This allows you to choose to keep the
old hyphenation exception (Use Existing), or replace it with the new hyphenation
exception from the .xml file you are importing (Replace).

The Conflict Resolution window.
4 Check Replace All to replace any existing hyphenation exceptions with the
hyphenation exceptions in the file you have selected. Check Apply to all conflicts
to take the same action for all the conflicts that occur while importing.

A GUIDE TO QUARKXPRESS 2016 | 153

TEXT AND TYPOGRAPHY
If the file you are importing does not contain hyphenation exceptions for a particular
language, then any existing hyphenation exceptions for that language will be erased.

Since Hyphenation Exceptions can be added at either at the application or layout level:
• Importing hyphenation exceptions when no project is open would result in the
hyphenation exceptions being imported at the application level for all the
languages.
• Importing hyphenation exceptions with a multi-layout project open would result
in the hyphenation exceptions being imported into the current layout of the
project.

Exporting hyphenation exeption files
Users can export hyphenation exceptions from QuarkXPress to an external .xml file.
To export hyphenation exception files:
1 Choose Utilities > Hyphenation Exceptions > Export. The New Hyphenation
Exceptions File dialog box displays.

The New Hyphenation Exceptions File dialog box
2 Specify the location and the name for the .xml file.
3 Click Save.
• Exporting hyphenation exceptions when no project is open creates an external
.xml file containing the hyphenation exceptions present in QuarkXPress at the
application level for all the languages.
• Exporting hyphenation exceptions with a multi-layout project open creates an
external .xml file containing the hyphenation exceptions present in the current
layout of the project.

Job Jackets with hyphenation exceptions
A new Hyphenation Exceptions resource has been added at the Job Jacket level. This
feature allows users to share hyphenation exceptions among users who are creating
projects from the same Job Jacket. A user can create many hyphenation exception

154 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
resources at the job jacket level. These resources are not available at the Job Ticket
level but can be referenced in the layout item.
To add a hyphenation exceptions files as a Job Jacket resource:
1 Open the Job Jackets Manager dialog box (Utilities menu).
2 In the list on the left, open

or create

a Job Jackets file. The Resource categories

in the Job Jackets file are listed in alphabetical order in the list on the upper right.
3 Select the desired target Job Jacket from the list on the left.
4 Select Hyphenation Exceptions from the list of Resource types in the top-right list.

Existing hyphenation exception resources are listed in the bottom-right list.
5 Click

to add a hyphenation exception files as a resource. You can select this file to

be the default hyphenation exception file. When there is no layout item at Job Ticket
level, this will be the default hyphenation exception file applied to layouts defined in
the Job Ticket.
6 Browse to and select the desired .xml file.
The Hyphenation Exceptions resource item has three attributes:
• Source: specifies the type of repository available from where the external
hyphenation exceptions file could be selected for reference. By default it is File.
• Path: shows the URI of the external hyphenation exceptions file. It allows the
user to select the external hyphenation exceptions file to be referred to this
hyphenation exceptions resource item. Depending upon the type of Source
selected, the user is asked to select the external hyphenation exceptions file by
invoking the source browser.
• Default: used to designate this resource item as the hyphenation exceptions file
if a job ticket defined in the job jacket does not have a layout item defined in it.

A GUIDE TO QUARKXPRESS 2016 | 155

TEXT AND TYPOGRAPHY
By default the value of this attribute is No. To make it default, change its value
to Yes. Only one hyphenation exceptions resource item can be declared as the
default.

If you make changes to the Job Jacket, you must then link the new Job Jacket to the
project using File > Job Jackets > Link Project.

Job Tickets and hyphenation exceptions
Hyphenation exceptions reside at the layout level and not the project level. To use
this feature you must add layout items in the Job Ticket and associate one of the
available hyphenation exception resource items.
Key points:
• Hyphenation exceptions from an external hyphenation exceptions files associated
with layout items on the job ticket get imported into the corresponding layout
of the newly created project.
• a user can create any number of layout items. Each layout created in the project
would contain hyphenation exceptions present in external hyphenation exception
file associated to the layout items.
• If there are hyphenation exceptions present in the application, those hyphenation
exceptions would not become part of the layouts if hyphenation exceptions are
present in the layout items.
• If hyphenation exceptions resource items are present in the Job Jacket, but no
layout item and/or default hyphenation exception item has been defined then
hyphenation exceptions present in the application would be included in the
layouts.
• If a user links/attaches a project (having no hyphenation exceptions) with the
job jacket containing hyphenation exceptions, then hyphenation exceptions
would get imported in the project's layout.
• If a user links/attaches a project (already containing hyphenation exceptions)
with the job jacket containing different hyphenation exceptions, then hyphenation
exceptions in the project's layout would get replaced with the ones in the job
jacket.
• If a user makes any changes related to hyphenation exceptions resource items in
the job jacket that is already linked with a project, then all the changes would
get reflected only after relinking the project with the same Job Jacket.
To add hyphenation exceptions to Layout specifications:
1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager) and
select the target Job Jacket from the list on the left.
2 Select the desired Job Ticket from the Job Jacket and either open
create

that Job Ticket or

a new Job Ticket file. The resource categories in the Job Ticket file are listed

in alphabetical order in the list on the upper right.

156 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
3 Select Layouts from the list of resource types in the top-right list. Any layout definitions
in the Job Ticket display in the bottom-right list.
4 Select an existing layout from the list of layouts in the bottom-right list or click

to

create a new layout definition.
5 Click the expander button next to the layout definition name to display the fields of
the layout definition.
6 Scroll down to Hyphenation Exception and select the hyphenation exception file to
link to for the chosen layout.

Existing hyphenation exception resources are listed in the bottom-right list.

Synchronization between hyphenation exception files and layouts
QuarkXPress supports synchronization between a layout and the hyphenation exception
file when it is part of a Job Jacket resource.
If you have created a project from a Job Jacket, containing a hyphentation exception
reference, then any changes performed in the hyphenation exception file will get
reflected in the layout the next time the project is opened or re-linked to the job ticket.
If you add/delete/modify any hyphenation exception in the layout, when you save
the project the newly added hyphenation exceptions will be reflected in the
hyphenation exceptions file.
Synchronization behavior:
• Any modification in the external hyphenation exceptions file which is referenced
in a Job Jacket will be reflected in the project's layout created from the same Job
Jacket the next time the project is opened.
• Any modicifation in the hyphenation exceptions from within QuarkXPress will
be reflected in the referenced external hyphenation exceptions file when the user
saves the project.

A GUIDE TO QUARKXPRESS 2016 | 157

TEXT AND TYPOGRAPHY
• If the user has defined a hyphenation exception resource item as the Default, the
synchronization feature works even when there is no layout item defined in the
Job Ticket.
• Synchronization does not work if any change related to hyphenation exceptions
resource item is made in the Job Jacket that is already linked with a project. In
order to get the changes reflected, user must relink the project with the same Job
Jacket.
• The synchronization feature works for all the languages.

Integrating with Quark Publishing Platform
Tto integrate a Job Jacket with an external hyphenation exceptions file checked into
the Quark Publishing Platform server:
1 Open the Job Jackets Manager dialog box (Utilities > Job Jackets Manager) and click
the open Job Jacket button

. Select Quark Publishing Platform from the dropdown.

The dropdown menu under the open Job Jacket button

is only displayed when

QuarkXPress is launched with the Quark Publishing Platform XTension. Select File to
open a local Job Jacket and Quark Publishing Platform to open a Job Jacket from the
server
2 Browse for the desired collection.

158 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

3 Select the desired Job Jacket and click OK.

4 Select Hyphenation Exceptions from the list of Resource types in the top-right list
and click

to add a hyphenation exception file as a resource.

5 Click the Source attribute and select Quark Publishing Platform from the dropdown
menu.

A GUIDE TO QUARKXPRESS 2016 | 159

TEXT AND TYPOGRAPHY

6 Click the Browse button and select the desired hyphenation exceptions file and click
OK.

Synchronization of hyphenation exceptions files on Platform
If you have created a project from a Job Jacket, containing a hyphentation exception
reference, then any changes performed in the hyphenation exception file will get
reflected in the layout the next time the project is opened or re-linked to the job ticket.
If you add/delete/modify any hyphenation exception in the layout, when you save
the project the newly added hyphenation exceptions will be reflected in the
hyphenation exceptions file.
Synchronization behavior within the Quark Publishing Platform environment:
• Any change made in the external hyphenation exceptions file which is checked
in to server, will be reflected in the project's layout the next time the project is
opened or checked out.
• Any change made in the hyphenation exceptions from the QuarkXPress end will
be reflected in the referenced external hyphenation exceptions file whenthe user
performs a Save or Check In of the project. A new revision (major) of the referenced
hyphenation exception asset will be silently created on the server.

Using discretionary hyphens
In addition to hyphenating text automatically, you can control line breaks and text
flow by inserting manual, or discretionary, hyphens (Command+- [hyphen]/Ctrl+[hyphen]). A discretionary hyphen is inserted only when a word is broken at the end
of a line.

160 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Controlling tracking
Tracking lets you adjust the space between selected characters and words for copyfitting
and typographic effects. Tracking values are expressed as 1/200 of an em space. A
positive tracking value increases the space to the right of each character; a negative
value decreases it.
Tracking is commonly used for copyfitting. However, too much tracking can interfere
with design and readability. When you are using tracking for copyfitting, consider
these guidelines:
• Track whole paragraphs rather than one line or one word.
• Establish guidelines for tracking (for example from +3 to –3).
• Make sure vertically adjacent paragraphs have similar tracking applied.
These are general rules; appropriate tracking values depend on the design, font, column
width, and other factors.

Tracking manually
To apply tracking to selected text, do one of the following things:
• (Windows only) : Choose Style > Track, enter a value in the Track Amount field,
and then click OK.
• Use the Track Amount controls in the Measurements palette.
• Use one of the keyboard commands below.

Mac OS X
• Decrease 1/20-em: Command+Shift+{
• Increase 1/20-em: Command+Shift+}
• Decrease 1/200-em: Command+Option+Shift+{
• Increase 1/200-em: Command+Option+Shift+}

Windows
• Decrease 1/20-em: Ctrl+Shift+{
• Increase 1/20-em: Ctrl+Shift+}
• Decrease 1/200-em: Ctrl+Alt+Shift+{
• Increase 1/200-em: Ctrl+Alt+Shift+}

Editing tracking tables
The application uses tracking information that is built into the font (the font's tracking
table). You can't change a font's tracking table, but you can create a custom tracking
table for any font by using the Tracking Edit dialog box (Utilities menu).

A GUIDE TO QUARKXPRESS 2016 | 161

TEXT AND TYPOGRAPHY
Sending
Sending lets you fix the distance between the left edges of successive character
bounding boxes in horizontal text, or the top edges of successive character bounding
boxes in vertical text. You can apply sending by selecting text and entering an explicit
measurement (such as 2mm or 8q) in the Track Amount field in the Home/Classic
or Character/Character Attributes tab of the Measurements palette. Alternatively
on Windows, you can choose Style > Track/Sending and enter an explicit measurement
(such as 2mm or 8q) in the Track Amount field of the Character Attributes dialog
box.
If you enter a number in a Track Amount field but do not specify a measurement
system, tracking is applied instead of sending. To apply sending, specify a measurement
unit.
You can apply sending to characters that do not have Chinese, Japanese, and Korean
language applied to them. Simply check the Apply Sending to Non-CJK Characters
box in the Character Attributes dialog box (Edit > Character) (Windows only), or
in the Character tab of the Measurements palette (Mac OS X only).

Working with style sheets
A style sheet is a group of paragraph attributes, character attributes, or both that can
be applied to selected paragraphs and characters in one step. Use style sheets to change
unformatted text into styles such as headlines, subheadings, captions, or body copy.
Using style sheets to apply a number of character and paragraph attributes at one time
reduces layout time and helps maintain typographic consistency.

Creating and editing paragraph style sheets
A paragraph style sheet is a named package of paragraph and character attributes. You
can apply all of a paragraph style sheet's formatting attributes to text by simply applying
the style sheet to the text. To create, edit, duplicate, or delete paragraph style sheets,
use the Style Sheets dialog box (Edit > Style Sheets).

162 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Use the Style Sheets dialog box to create, edit, and delete style sheets.
To create a paragraph style sheet, choose Paragraph from the New drop-down button.
The Edit Paragraph Style Sheet dialog box displays. Use the controls in this dialog
box to configure the attributes of the style sheet.

A GUIDE TO QUARKXPRESS 2016 | 163

TEXT AND TYPOGRAPHY

Use the Edit Paragraph Style Sheet dialog box to configure a paragraph style sheet.
First, configure the controls in the General tab:
• Name: Enter a name in this field, or the application will use a default "New Style
Sheet" name.
• Keyboard Equivalent: To define a keyboard command for the style sheet, enter
one in the Keyboard Equivalent field. You can enter any combination of
Command, Option, Shift, or Control/Ctrl or Ctrl+Alt, along with a function or
keypad key.
• If you define a keyboard equivalent for a style sheet with a key sequence that also
defines an existing command, the style sheet command will override the existing
command when the Text Content tool

is selected and a text box is active.

• Based on: To base the attributes of a new style sheet on an existing one, click the
Based on drop-down menu and choose a style sheet from the list. Note that if
you use the Based on drop-down menu in the Edit Paragraph Style Sheet dialog
box to base a style sheet on an existing one, changes you make to the original
style sheet are automatically applied to those based on it.
• Next Style: To select a transition from one paragraph style sheet to another after
entering a carriage return, choose a paragraph style sheet from the Next Style
drop-down menu.

164 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• Style: To associate a character style sheet with the paragraph style sheet, choose
an option from the Style drop-down menu in the Character Attributes area. To
create a character style sheet, see "Creating and editing character style sheets."
Next, use the Formats, Tabs, and Rules tabs to specify additional attributes for your
paragraph style sheet. When you're done, click OK to return to the Style Sheets dialog
box, then click Save to save the style sheet. After you save a paragraph style sheet, it
is listed in the Paragraph Style Sheet submenu (Style menu) and also in the Style
Sheets palette.
When you create a style sheet with no projects open, that style sheet becomes part of
the default style sheet list and is included in all subsequently created projects. When
you create a style sheet with an project open, that style sheet is included only in the
active project's style sheet list.
To create a paragraph style sheet based on formatted text, first place the text insertion
point within a paragraph that uses the format attributes that you want in your
paragraph style sheet. Choose Edit > Style Sheets to display the Style Sheets dialog
box. Choose New > Paragraph and enter a name in the Name field. Click Save. Then
apply the new style sheet to the paragraph. When you check the preference "Apply
Style Sheet after creation" the style sheet gets automatically applied to the paragraph
you have currently selected.

Updating paragraph style sheets
When you place the cursor in a paragraph that has uniform local formatting applied,
you can update the style sheet applied to that text to include the local formatting by
clicking the Update button

. Alternatively, you can choose Style > Update Style

Sheet > Paragraph.
To update both the paragraph style sheet and the character style sheet applied to text
so that they reflect local formatting, choose Style > Update Style Sheet > Both.

Creating and editing character style sheets
A character style sheet is a named package of character attributes. You can apply all
of a character style sheet's formatting attributes to text by simply applying the style
sheet to the text. To create, edit, or delete character style sheets, use the Style Sheets
dialog box (Edit > Style Sheets).
To create a character style sheet, choose Character from the New drop-down button.
The Edit Character Style Sheet dialog box displays. Use the controls in this dialog
box to configure the attributes of the style sheet.

A GUIDE TO QUARKXPRESS 2016 | 165

TEXT AND TYPOGRAPHY

Use the Edit Character Style Sheet dialog box to configure a character style sheet.
First, configure the controls in the General tab:
• Name: Enter a name in this field, or the application will use the default "New
Style Sheet" name.
• Keyboard Equivalent: To define a keyboard command for the style sheet, enter
one in the Keyboard Equivalent field. You can enter any combination of
Command, Option, Shift, or Control/Ctrl or Ctrl+Alt, along with a function or
keypad key.
• Based On: To base the attributes of a new style sheet on an existing one, choose
a style sheet from the Based On drop-down menu.
Next, choose character attributes from the lower section of the Edit Character Style
Sheet dialog box. When you're done, click OK to return to the Style Sheets dialog
box, then click Save to save the style sheet. After you save a character style sheet, it is
listed in the Character Style Sheet submenu (Style menu) and also in the Style Sheets
palette.

Updating character style sheets
When you select text that has uniform local formatting applied, you can update the
style sheet applied to that text to include the local formatting by clicking the Update
button

. Alternatively, you can choose Style > Update Style Sheet > Character.

166 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
To update both the paragraph style sheet and the character style sheet applied to text
so that they reflect local formatting, choose Style > Update Style Sheet > Both.

Applying style sheets
To apply a style sheet to selected text, do one of the following things:
• Choose the style sheet name from the Style > Paragraph Style Sheet submenu
or the Style > Character Style Sheet submenu.
• Display the Style Sheets palette (Window menu) and then click the style sheet
name in the palette.
• Use the keyboard command (if any) displayed next to the style sheet name in the
Style Sheets palette.
In addition, the Style Sheets palette menu and the context menu for style sheets
provide the following options:
• Apply Style Sheet & Retain Local Type Styles: Applies the selected style sheet,
leaving only local type styles (such as bold and italic) intact.
• Apply Style Sheet & Retain Local Type Styles & OpenType Styles: Applies the
selected style sheet, leaving both local type styles (such as bold and italic) and
OpenType type styles intact.
• Apply Style Sheet & Remove Local Formatting: Applies the selected style sheet
and removes all local formatting. Equivalent to Option/Alt-clicking the style sheet
name.
• Apply Style Sheet & Remove Local Paragraph Formatting: Applies the selected
style sheet and removes only local paragraph formatting. All local character
formatting is left intact.
• Apply Style Sheet & Maintain Appearance: Applies the selected style sheet, plus
any local formatting necessary to maintain the paragraph's current appearance.
If you use one of the following commands, QuarkXPress applies the indicated paragraph
style sheet to the selected text, then if that style sheet has a specified Next Style, applies
that style to the following paragraph. This process continues until QuarkXPress
encounters a paragraph that does not have a specified Next Style. The options for this
feature are as follows:
• Apply Using Next Style: Applies style sheets using Next Style.
• Apply Using Next Style & Retain Local Type Styles: Applies style sheets using
Next Style, leaving local type styles (such as bold and italic) intact.
• Apply Using Next Style & Retain Local Type Styles & OpenType Style: Applies
style sheets using Next Style, leaving both local type styles (such as bold and italic)
and OpenType type styles intact.
• Apply Using Next Style & Remove Local Formatting: Applies style sheets using
Next Style, plus any local formatting necessary to maintain each paragraph's
current appearance.

A GUIDE TO QUARKXPRESS 2016 | 167

TEXT AND TYPOGRAPHY
When local paragraph or character attributes exist in selected text, a plus sign displays
next to the style sheet name in the Style Sheets palette. To remove local attributes,
click No Style and then reselect the style sheet, or Option+click/Alt+click the style
sheet name.

Appending style sheets
To import paragraph and character style sheets from a different article or project,
choose File > Append, navigate to the target article or project file, then display the
Style Sheets pane and import the style sheets you want.
If a style sheet from the source file has the same name as a style sheet in the target
project, but is defined differently, the Append Conflict dialog box displays. You can
use this dialog box to determine how such conflicts are handled.

Working with conditional styles
Conditional styles let you automatically apply formatting to text based on the content
of that text. For example, consider the text-formatting conventions shown in the
following image:

Text that can be formatted with conditional styles
The conventions used here could be described like so:
1 Apply the Headline paragraph style sheet to the first paragraph.
2 Apply the Bold Body character style sheet to the first sentence of the second paragraph.
3 Apply the Body paragraph style sheet until you get to the end of the story.
4 When you get to the end, turn around and apply the Byline character style sheet
backwards until you get to an em dash.
Each step is executed only after the previous step executes, and at the point in the text
where the previous step leaves off. If any step fails, the rest of the steps are not executed.
The Conditional Styles feature lets you capture such instructions and apply them
automatically to text. For example, you could implement the above conventions with
the following conditional style:

168 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

A conditional style that produces the above formatting
Once you've captured these rules in a conditional style, you can style a run of text by
simply selecting it and then clicking the conditional style's name in the Conditional
Styles palette.

Conditional Styles palette
It is important to understand that conditional styles are applied at the paragraph level.
Each paragraph can have only one conditional style applied to it. If a paragraph does
not have a conditional style applied to it, it cannot be reformatted by a conditional
style that is applied to a different paragraph.
It is also important to understand that when you apply a conditional style to a sequence
of paragraphs, that conditional style affects only that series of paragraphs. If a
conditional style is applied to a series of paragraphs at the beginning of a story and
to a series of paragraphs at the end of the same story, they cannot affect one another,
even if (for example) the series at the beginning of the story includes a rule with an
End of the Story reference.

A GUIDE TO QUARKXPRESS 2016 | 169

TEXT AND TYPOGRAPHY
Creating a conditional style
To create a conditional style:
1 Choose Edit > Conditional Styles. The Conditional Styles dialog box displays.
2 Click New. The Edit Conditional Style dialog box displays.

Edit Conditional Style dialog box
3 Enter a name for the conditional style in the Name field.
4 To begin building a rule, choose an option in the first column:
• Apply: Use this option to apply formatting to text.
• Go: Use this option to move to a different point in the text. The rule after a Go
rule is applied beginning at the point where the Go rule stops.
The option you choose in the first column determines which options are available in
the other columns.
5 If you chose Apply in the first column, choose the paragraph or character style sheet
you want to apply in the second column.
6 Use the next three columns to indicate which text to style or jump over. Start with
the third column:
• Up To: Moves forward and stops immediately before the indicated point.
• Through: Moves forward and stops immediately after the indicated point.
• Backwards To: Moves backward and stops immediately before the indicated
point.
• Backwards Through: Moves backward and stops immediately after the indicated
point.
The option selected in the fifth column controls whether all of these options are
available in this column.

170 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
7 In the fourth column, indicate how many occurrences of the option in the fifth column
to apply to or through.
8 In the fifth column, choose which entity to jump or format to or through:
• Cursor Position: Choose this option to apply a paragraph style sheet to the current
location without moving.
• Conditional Style Marker: Choose this option to jump or format to the next
conditional style marker. For more information, see "Conditional style markers."
• Character: Choose this option to target a particular character, then enter the
character in the next column. If you want to move to or through one of several
characters, enter all of them with no characters between them. For example, if
you enter "abc" here, the application will stop for "a", "b", or "c".
• Number: Choose this option to jump or format to or through the next occurrence
of a number.
• Text: Choose this option to target a particular chunk of text, then enter the target
text in the next column.
• Number of Characters: Choose this option to format a particular number of
characters.
• Number of Words: Choose this option to format a particular number of words.
• Beginning of the Sentence: Choose this option to format backwards to the
beginning of the current sentence.
• End of the Sentence: Choose this option to format through the end of the current
sentence.
• Beginning of the Paragraph: Choose this option to jump or format backwards
to the beginning of the current paragraph.
• End of the Paragraph: Choose this option to jump or format through the end
of the current paragraph.
• Next Paragraph: Choose this option to jump to or through the next paragraph.
• Last Paragraph: Choose this option to jump to or through the final paragraph.
• Number of Sentences: Choose this option to format a particular number of
sentences.
• End of the Story: Choose this option to jump or format through the end of the
story.
• Beginning of the Story: Choose this option to jump or format backwards to the
beginning of the story.
When you use text as part of a conditional style, you can also use special characters
(see "Special character codes")
9 To add a rule, click the + button at the end of the first row. (To delete a rule, click the
- button.)
10 To make the rules repeat, check Repeat Conditional Style At and choose an option:

A GUIDE TO QUARKXPRESS 2016 | 171

TEXT AND TYPOGRAPHY
• Text: Choose this option to repeat when a particular chunk of text is found, then
enter the target text in the field.
• Character: Choose this option to repeat when a particular character is found,
then enter the character in the next column. If you want to repeat at each instance
of one of several characters, enter all of them with no characters between them.
For example, if you enter "abc" here, the application will repeat when "a", "b", or
"c" is encountered.
• Conditional Style Marker: Choose this option to repeat when a conditional style
marker is found.
• Every Paragraph: Choose this option to repeat at the beginning of every
paragraph.
11 Click OK.
You can also create a conditional style by clicking New

in the Conditional Styles

palette. You can duplicate a conditional style by clicking Duplicate

in the

Conditional Styles palette.

Applying a conditional style
To apply a conditional style:
1 Display the Conditional Styles palette (Window menu).

Conditional Styles palette
2 Select the Text Content tool

and select the target paragraphs or place the text cursor

where you want the conditional styling to begin.
3 Click the name of the conditional style in the Conditional Styles palette.
Note that once you have applied a conditional style to text, that text will continue to
be automatically formatted until you remove the conditional style. To remove a
conditional style from a paragraph, select the paragraph or place the text insertion

172 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
point in the paragraph, then click No Conditional Style in the Conditional Styles
palette.

Removing conditional styles
There are two ways to remove conditional styles from text to which they have been
applied:
• To remove the conditional styles from the selected paragraphs and revert the text
to its underlying paragraph style sheets, choose Revert to Base Style from the
Conditional Styles palette menu.
• To remove the conditional styles from the selected paragraphs and leave the
styling applied by the conditional styles in place, click No Conditional Style in
the Conditional Styles palette or choose Resolve Conditional Style from the
Conditional Styles palette menu.

Using conditional style markers
If there is no natural aspect of a text flow (such as a particular character or the end of
a sentence) where you can stop or start the application of a conditional style, you can
insert a zero-width character called a conditional style marker. For example, assume you
have a plain text file that contains a series of multi-paragraph articles, each with a
one-paragraph headline. You can still use conditional styles to format them, like so:
1 Insert a conditional style marker at the beginning of each headline. To insert a
conditional style marker, choose Utilities > Insert Character > Special > Conditional
Style Marker.

Plain text with conditional style markers (highlighted in yellow)
2 Create a conditional style that applies the Headline paragraph style sheet to the first
paragraph and the Body style sheet until the next occurrence of a conditional style
marker. At the bottom of the Edit Conditional Style dialog box, check Repeat
Conditional Style At and select Conditional Style Marker.

A GUIDE TO QUARKXPRESS 2016 | 173

TEXT AND TYPOGRAPHY

Conditional style that uses conditional style markers
3 Apply the conditional style to the text. Each article is automatically formatted.

Text with conditional style applied

Editing a conditional style
There are two ways to edit a conditional style:
• Choose Edit > Conditional Styles, select the conditional style, and then click
Edit.
• Select the conditional style in the Conditional Styles palette and click Edit

.

To delete a conditional style, use the Delete button in the Conditional Styles dialog
box or select the conditional style in the Conditional Styles palette and click Delete
.

Bullets and numbering
Rather than using manually created and formatted bullets and numbers, you can create
bulleted and numbered lists with bullet styles, numbering styles, and outline styles.

174 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
A bullet style describes how a bullet should look, how far it should be from the text,
and how it should be aligned.
A numbering style describes how a number should look, what format it should have,
how far it should be from the text, and how it should be aligned.
An outline style defines indents for up to nine indent levels. You can associate a bullet
or numbering style with each level. You can also choose whether to include the
numbers from previous levels, as you would in some types of outline.
To apply a bullet, numbering, or outline style, use the •/123 drop-down menu on the
right side of the Paragraph/Paragraph Attributes tab of the Measurements palette.
If you've applied an outline style, the Decrease Indent and Increase Indent buttons
let you increase and decrease a paragraph's indent level.

•/123 drop-down menu and indent buttons
In addition to the settings in bullet, numbering, and outline styles, there is a paragraph
attribute called Minimum Bullet/Number Distance from Text:
• (Windows) Style > Formats > Formats tab
• (Mac OS X) On the Paragraph tab of the Measurements palette
This value lets you handle situations where a left-aligned or center-aligned number is
pushing into the paragraph.

Working with bullet styles
A bullet style describes how a bullet should look, how far it should be from the text,
and how it should be aligned.
To create a bullet style, choose Edit > Bullet, Numbering, and Outline Styles, then
choose Bullet Style from the New button in the Bullet, Numbering, and Outline
Styles dialog box. The Edit Bullet Style dialog box displays.

Edit Bullet Style dialog box

A GUIDE TO QUARKXPRESS 2016 | 175

TEXT AND TYPOGRAPHY
To control how the bullet is styled, choose an option from the Character Style
drop-down menu. Choose Inherit from Paragraph to use the paragraph's character
formatting for the bullet, or choose a character style sheet to use that character style
sheet's formatting.
Enter the actual bullet character or characters in the Bullet Characters field.
If you are inheriting the bullet's formatting from the paragraph, you can change the
size of the bullet character or characters using the Size field.
The Outset value controls how far the bullet is from the paragraph. You can specify
this distance in Absolute units, or click Relative (in Ems) and specify the value in em
spaces. The Relative (in Ems) option may be preferable when you will be using the
bullet style with different-sized text.

Bullet outset
Alignment controls how the bullet aligns to the outset point.

Left-aligned, center-aligned, and right-aligned bullets
You can apply a bullet style in three ways:
• By choosing the bullet style's name from the •/123 menu in the
Paragraph/Paragraph Attributes tab of the Measurements palette. If you do it
this way, the bullet is positioned to the left of the paragraph's first line indent by
its Outset value.
• By choosing an outline style that uses the bullet style from the •/123 menu in
the Paragraph/Paragraph Attributes tab of the Measurements palette. If you
do it this way, the bullet's position is controlled by the outline style. For more
information, see "Working with outline styles."
• Associate the bullet style with a paragraph style sheet, then apply that style sheet
to the text. For more information, see "Bullets, numbering, outlines, and style sheets."

Working with numbering styles
A numbering style describes how a number should look, what format it should have,
how far it should be from the text, and how it should be aligned.
To create a numbering style, choose Edit > Bullet, Numbering, and Outline Styles,
then choose Numbering Style from the New button in the Bullet, Numbering, and
Outline Styles dialog box. The Edit Numbering Style dialog box displays.

176 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Edit Numbering Style dialog box
To control how the numbers are styled, choose an option from the Character Style
drop-down menu. Choose Inherit from Paragraph to use the paragraph's character
formatting for the numbers, or choose a character style sheet to use that character
style sheet's formatting.
Choose a number format from the Format drop-down menu.
If you want prefix or suffix characters around the number, enter them in the Prefix
and Suffix fields.
If you are inheriting the numbers' formatting from the paragraph, you can change the
size of the numbers using the Size field.
The Outset value controls how far each number is from the paragraph. You can specify
this distance in Absolute units, or click Relative (in Ems) and specify the value in em
spaces. The Relative (in Ems) option may be preferable when you will be using the
numbering style with different-sized text.
Numbering alignment and offset works the same way bullet alignment and offset
works. For more information, see "Working with bullet styles."
You can apply a numbering style in three ways:
• Choose the numbering style's name from the •/123 menu in the
Paragraph/Paragraph Attributes tab of the Measurements palette. If you do it
this way, the numbers are positioned to the left of the paragraph's first line indent
by its Outset value.
• Choose an outline style that uses the numbering style from the •/123 menu in
the Paragraph/Paragraph Attributes tab of the Measurements palette. If you
do it this way, the numbers' positions are controlled by the outline style. For more
information, see "Working with outline styles."
• Associate the numbering style with a paragraph style sheet, then apply that style
sheet to the text. For more information, see "Bullets, numbering, outlines, and style
sheets."
To change the starting number of a paragraph:

A GUIDE TO QUARKXPRESS 2016 | 177

TEXT AND TYPOGRAPHY
• (Windows only): Choose Style > Formats, check Restart Numbering, and enter a
starting number in the Start At field.
• (Mac OS X only): Use the Bullets and Numbers tab of the Measurements palette.

Working with outline styles
An outline style defines indents for up to nine indent levels. You can associate a bullet
or numbering style with each level. You can also choose whether to include the
numbers from previous levels, as you would in some types of outline.
To create an outline style, choose Edit > Bullet, Numbering, and Outline Styles, then
choose Outline Style from the New button in the Bullet, Numbering, and Outline
Styles dialog box. The Edit Outline Style dialog box displays.

Edit Outline Style dialog box
Each outline style has nine levels, although you do not have to use all nine. Each level
has an indent, which you can specify in the Indent field for that level. Indents are
applied cumulatively; if level 1 has a 6 pt indent and level 2 has a 6 pt indent, a
paragraph at level 2 is indented by 12 pt.
Outline style indents are applied on top of paragraph indents. If a paragraph has a left
indent of 12 pt, and the indent for an outline style's first level is 6 pt, a paragraph at
level 1 would visually be indented by 18 pt.
Each level can have a bullet or numbering style, or neither. To assign a bullet or
numbering style to a level, choose an option in the Bullet or Numbering Style column
for that level.

178 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

This diagram illustrates the relationship between level indents and bullet outsets. Numbering
outsets work the same way.
The Include Lower Levels/Separator column lets you choose to append the numbers
from lower levels to the beginning of a number, and to specify how the numbers from
the various levels are separated. For example, if you check this box for level 3 and
specify a period as the separator, the numbering for level-3 text might look like this:
1.3.1 This paragraph is at level 3.
1.3.2 This paragraph is at level 3.
1.3.3 This paragraph is at level 3.
To change the character inserted between levels for a given level, double-click to the
right of the Include Lower Levels/Separator check box and enter a new character or
characters.
When you include numbers from lower levels and use left or center number alignment,
there is a chance the numbers can extend to be longer than the number outset and
potentially overlap the text. To address this possibility:
• (Windows only): There is a paragraph attribute called Minimum Bullet/Number
Distance from Text (Style > Formats > Formats tab). If a number's length becomes
longer than the number outset, the application moves the paragraph text to the
right so that there is always this much distance between the number and the text.
• (Mac OS X only):The Minimum Bullet/Number Distance from Textparagraph
attribute can be found on the Paragraph tab of the Measurements palette.

A GUIDE TO QUARKXPRESS 2016 | 179

TEXT AND TYPOGRAPHY

How the Minimum Bullet/Number Distance from Text value is applied
There are two ways to apply an outline style to text:
• Choose the outline style's name from the •/123 menu in the Paragraph/Paragraph
Attributes tab of the Measurements palette.
• Associate the outline style with a paragraph style sheet, then apply that style sheet
to the text. For more information, see "Bullets, numbering, outlines, and style sheets."

Bullets, numbering, outlines, and style sheets
To associate a bullet, numbering, or outline style with a paragraph style sheet:
1 Display the Formats tab of the Edit Paragraph Style Sheet dialog box (Edit > Style
Sheets > New or Edit).
2 Choose a bullet, numbering, or outline style from the •/123 drop-down menu.

180 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Associating a bullet, numbering, or outline style with a paragraph style sheet

When you apply this style sheet to a paragraph, the bullet, numbering, or
outline style will also be applied.

Positioning text in text boxes
The topics below cover several ways to control the vertical and horizontal positioning
of text in text boxes.

Using baseline grid
QuarkXPress versions 7.0 and earlier included a feature called Baseline Grid. The
baseline grid was an evenly spaced series of invisible horizontal lines running from
the top to the bottom of each page. Locking paragraphs to the baseline grid let you
align baselines from column to column and from box to box, across a page and across
spreads.
Since QuarkXPress 8.0, the Baseline Grid feature has been replaced by the Design Grid
feature. For more information, see "Working with design grids."

Aligning text vertically
There are four options for positioning lines of text vertically within text boxes:

A GUIDE TO QUARKXPRESS 2016 | 181

TEXT AND TYPOGRAPHY
• Top: In top-aligned text boxes, lines of text are positioned in the box with the
top of the first line positioned as specified in the First Baseline area.
• Centered: In center-aligned text boxes, lines of text are centered between the
First Baseline's ascent and the bottom of the text box.
• Bottom: In bottom-aligned text boxes, lines of text are positioned with the last
line flush with the bottom of the box.
• Justified: In justified text boxes, lines of text are positioned in the box with the
first line positioned as specified in the First Baseline area, the last line flush with
text inset at the bottom of the box, and the remaining lines justified between.
When vertically justifying text, you can specify the maximum vertical distance
between paragraphs.
To use these options:
• (Windows only) Choose an option from the Type drop-down menu (Item >
Modify > Text tab > Vertical Alignment area.
• (Mac OS X only)Choose an option from the Text Box tab of the Measurements
palette.
The Inter ¶ Max field (available only when Justified is selected in the Type drop-down
menu) lets you specify the amount of space that can be inserted between vertically
justified paragraphs.
The Centered, Bottom, and Justified alignment options are intended only for
rectangular text areas, and can be disrupted by obstructing items.

Specifying text inset
Text inset lets you specify the distance that characters are inset from the inside edge
of a text box. To specify the text inset for an active text box, use the text inset controls:
• (Windows only) (Item > Modify > Text tab > Text Inset area)
• (Mac OS X only) Use the Text Box tab of the Measurement palette.
To specify the same inset for all four sides, leave Multiple Insets unchecked and then
enter a number in the All Edges field. To specify different insets for the four sides,
check Multiple Insets and then enter numbers in the Top, Left, Bottom, and Right
fields.

Specifying story direction
You can position text so that it runs left-to-right and top-to-bottom or top-to-bottom
and right-to-left. To specify a story direction, choose Style > Story Direction, and
then choose Horizontal or Vertical.

182 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Controlling font usage
To view and replace fonts, display the Fonts pane of the Usage dialog box (Utilities
menu). This pane lists all fonts used in the active project. To replace every occurrence
of a font, select the font name, click Replace, and choose a replacement font.
If a font is listed in the Fonts tab (Utilities > Usage) as [Name of Font] preceded by
a negative number, the system you are using does not have that font installed. When
this occurs, you can install the necessary font and reopen the document, or you can
use the Usage command to locate occurrences of the font and apply a different font.

Converting text to boxes
To convert the selected character or characters into a Bézier box, choose an option
from the Item > Text to Box submenu.
To convert selected text to unanchored Bézier boxes, choose Item > Convert Text to
Boxes > Unanchored.
To convert selected text to anchored Bézier boxes, choose Item > Convert Text to
Boxes > Anchored.
To convert the entire contents of a text box or multiple text boxes to unanchored
Bézier boxes, choose Item > Convert Text to Boxes > Convert Entire Box.
For more information, see "Understanding Bézier shapes" and "Using anchored boxes."
In versions 8 and later of QuarkXPress, you can convert more than one line of text at
a time to boxes.

Using text runaround
The text runaround feature lets you control the way text runs behind, around, or
within items and pictures. You can specify text to run around the actual item, or you
can create custom runaround paths and then manually modify them.

Runaround is a great way to make a page visually distinctive.

A GUIDE TO QUARKXPRESS 2016 | 183

TEXT AND TYPOGRAPHY
Running text around all sides of an item
To run text around all sides of an item, select a text box with either the Text Content
or the Item tool

tool

, and then:

• (Windows only): Display the Text tab of the Modify dialog box (Item menu), and
then check Run Text Around All Sides
• (Mac OS X only): Use the Text Box tab of the Measurements palette.

The Run Text Around All Sides preference is set by default.
Whether text runs around three sides or all sides of an item is determined by the text
box, and not by the items that obstruct the text. This is the only runaround control
that acts on the text box itself. All other runaround controls act on the item(s) placed
in front of the text box.

Running text around lines and text paths
To apply text runaround to a line or text path in front of a text box, select the line or
text path, on Windows, choose Item > Runaround, or on Mac OS X use the Runaround
tab on the Measurements palette, and then choose an option from the Type drop-down
menu:
• Choose None to run text behind the line or text path.
• Choose Item to run text around the line or text path. You can specify the distance
text maintains from the top, bottom, left, and right edges of the selected item. If
the selected item is a text path, other text will only run around the path, not the
text on the path.
• Choose Manual to create an editable runaround path. You can specify a new
path's distance from text, and then you can modify that path on Windows by
choosing Item > Edit > Runaround and on Mac OS X by choosing the appropriate
field from the Runaround tab of the Measurements palette. For information
about modifying a runaround path, see "Fine-tuning a runaround path" and "Editing
a runaround path."

Running text around text boxes
To apply text runaround to a text box in front of another text box, select the front
text box, and then:
• (Windows only): Choose Item > Runaround, and then choose an option from the
Type drop-down menu:
• Choose None to run text behind an active text box.
• Choose Item to run text around an active text box. If the text box is
rectangular, enter values in the Top, Left, Bottom, and Right fields to outset
or inset the runaround area. If the text box is not rectangular, a single Outset
field is provided.
• (Mac OS X only): User the Runaround tab of the Measurements palette.

184 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Running text around pictures
Image editing applications can embed paths and alpha channels in an image. A path
is a smooth Bézier shape, whereas an alpha channel is usually a grayscale image. Both
paths and alpha channels are typically used to determine which parts of an image
should be shown and which parts should be hidden or transparent.
If you import a picture that has an embedded path or alpha channel, you can use that
path or alpha channel to control the way text runs around that picture. More
specifically: The application can scan a path or channels and create a text runaround
path based on the information.
To apply text runaround to a picture box in front of a text box, select the picture box,
on Windows choose Item > Runaround, and then choose an option from the Type
drop-down menu. On Mac OS X use the Runaround tab of the Measurements palette:
• Choose None to run text behind the active picture component.
• Choose Item to run text around the picture component's boundaries. If the picture
component is rectangular, enter values in the Top, Left, Bottom, and Right fields
to outset or inset the runaround area. If the picture component is not rectangular,
a single Outset field is provided.
• Choose Auto Image to create a Bézier clipping and runaround path based on the
picture's non-white areas.
• Choose Embedded Path to run text around a path embedded in an image by an
image-editing application.
• Choose Alpha Channel to run text around an alpha channel embedded in an
image by an image-editing application.
• Choose Non-White Areas to create a runaround path based on the picture's
subject. Depending on the value in the Threshold field, the runaround path will
outline a dark figure within a larger white or near-white background (or vice
versa).
• Choose Same As Clipping to set the text runaround path to the clipping path
selected in the Clipping tab.
• Choose Picture Bounds to run text around the rectangular "canvas area" of the
imported picture file. This includes any white background areas saved with your
original picture file. Enter values in the Top, Left, Bottom, and Right fields to
determine the outset or inset of the text from the picture's boundaries.
The inner path in the Preview area represents the runaround path, and the outer
outline represents the picture box.

A GUIDE TO QUARKXPRESS 2016 | 185

TEXT AND TYPOGRAPHY

Runaround tab of Picture dialog box, showing runaround preview
(Mac OS X only): To apply text runaround to a picture box in front of a text box, select
the picture box, use the Runaround tab of the Measurements palette.

Fine-tuning a runaround path
When you choose Auto Image, Embedded Path, Alpha Channel, Non-White Areas,
or Same As Clipping from the Type drop-down menu (Item > Runaround) (Windows),
or the Runaround tab of the Measurements palette (Mac OS X), the following fields
let you manipulate the runaround path:
1 Outset changes the size of the runaround path. Positive values result in a runaround
path that is further from the original setting, negative values decrease the amount of
image included in the runaround path.
2 Noise lets you specify the smallest allowable closed path. Any closed path smaller than
the noise value is ignored. Noise values are useful for cleaning up runaround paths
and making them easier to output.
3 Smoothness lets you control path accuracy. A lower value creates a more complex
path with a greater number of points. A higher value creates a less accurate path.
4 Threshold determines how "white" is defined. All pixels defined as "white" are excluded.
For example, if the Threshold value is 20%, and a pixel's gray value is below or at
20%, the pixel will be considered "white" and excluded from the runaround path.

Editing a runaround path
To adjust a runaround path, check Runaround (Item > Edit). The runaround path
displays as a magenta outline. You can then edit the path as you would any Bézier
object.

186 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
You can also change the types of the runaround path's points and segments with the
controls in the Measurements palette. To change a point from one type to another,
use one of the following three buttons:
•

Symmetrical Point

: A symmetrical point connects two curved lines to form

a continuous curve. The result is similar to a smooth point, but the curve handles
always rest on a straight line through the point and are always equidistant from
the point.
•

Smooth Point

: A smooth point connects two curved lines to form a

continuous curve. The curve handles always rest on a straight line through the
point, but they can be distanced independently.
•

Corner Point

: A corner point connects two straight lines, a straight line and

a curved line, or two noncontinuous curved lines. With curved lines, the corner
point's curve handles can be manipulated independently, usually to form a sharp
transition between the two segments.
To change the character of a line segment, use one of the following buttons:
•
•

Straight Segment

: Makes the active segment straight.

Curved Segment

: Makes the active segment curved.

You can also change point and segment types with the Style > Point/Segment Type
submenu.

Working with text paths
A text path is a line that you can add text to. You can manipulate the way text rides
the path, the attributes of the text (such as font, color, and size), and the shape and
style attributes of the path.
To add text to a line or path, select the Text Content tool

and double-click the line

or path.
To control the way text rides the selected text path:
• (Windows only) Display the Text Path tab of the Modify dialog box (Item menu),
and then click a button in the Text Orientation area to choose how the text
should ride the path. You can also choose an option from the Align Text
drop-down menu to determine which part of a font is used to position characters
on the path
• (Mac OS X only) Use the Text Box tab of the Measurements palette .

A GUIDE TO QUARKXPRESS 2016 | 187

TEXT AND TYPOGRAPHY
Creating drop caps
Drop caps are initial caps that hang two or more lines below the first line of a paragraph.
The automatic Drop Caps feature enlarges the drop cap characters and runs the
paragraph around the drop caps automatically. The typeface and styles match the rest
of the paragraph.
To apply drop caps to a selected paragraph, display the Formats tab of the Paragraph
Attributes dialog box (Windows) or the Paragraph/Paragraph Attributes tab of the
Measurements palette, and check Drop Caps. To specify how many characters to use
as drop caps, enter a value from 1 to 127 in the Character Count field. To specify the
number of lines the characters are dropped, enter a value from 2 to 16 in the Line
Count field.

Drop caps are a great way to make text visually distinctive.
Drop caps are measured by percentage rather than by points. When you select a drop
cap, the default size is 100%.

Creating rules above and below paragraphs
Rules are frequently used above or below text to set off paragraphs, to indicate related
information, or just to add a graphic flair to page design. To create rules, use the Rules
tab of the Paragraph Attributes dialog box (Style menu) (Windows), or the Rules tab
of the Measurements palette (Mac OS X).

Using anchored boxes
You can paste boxes and lines of any shape in text, which makes them act like
characters and flow with text. This is especially helpful when text reflows, because
anchored items reflow like other characters in the text. If items are not anchored and
text reflows, they become displaced, and can end up overlapping text.
Anchored objects (boxes, lines and tables) can be nested as deep as you like with no
limit.

Anchoring boxes and lines in text
When you anchor an item, it behaves like a character flowing in text. To anchor an
item:
1 Select the Item tool

188 | A GUIDE TO QUARKXPRESS 2016

, then select the item you want to anchor.

TEXT AND TYPOGRAPHY
2 Choose Edit > Cut or Edit > Copy.
3 Select the Text Content tool

and place the Text Insertion bar where you want to

anchor the item.
4 Choose Edit > Paste to anchor the item at the text insertion point.

Cutting, copying, pasting, and deleting anchored boxes and lines
To cut or copy an anchored item, select the item as you would any text character and
choose Edit > Cut or Edit > Copy. To paste the anchored item elsewhere, place the
Text Insertion bar in a different location and choose Edit > Paste. To delete an anchored
item, select the item or insert the Text Insertion bar after it, and press Delete/Backspace.

Unanchoring boxes and lines
To unanchor an item, select it with the Item tool and choose Item > Duplicate to
create an unanchored copy of the item — the duplicated item will be placed on the
page according to the settings in the Super Step & Repeat dialog box (Item menu).
Then delete the anchored item from the text by selecting it with the Text Content
tool

and pressing Delete/Backspace.

If you want to anchor objects that should remain outside the boundaries of a text box
or are wider than the text box you are trying to anchor it in, then use the Callout
functionality.

Working with OpenType fonts
OpenType is a cross-platform font format developed by Adobe and Microsoft that
accommodates large character sets and glyphs, often including fractions, discretionary
ligatures, old-style numerals, and more. When text has an OpenType font applied,
you can access any style options built into that font through the Character Attributes
dialog box (Style > Character) (Windows only), or the Character/Character Attributes
tab of the Measurements palette.
Learning about the distinction between characters and glyphs can help you understand
how OpenType styles work. A character is an element of a written language — uppercase
letters, lowercase letters, numerals, and punctuation are all characters. A glyph is
actually an image that represents a character, possibly in different forms. For example,
a standard numeral 1 is a character, whereas an old-style numeral 1 is a glyph. As
another example, an "f" and an "I" next to each other are characters, whereas an "fi"
ligature is a glyph.
A one-to-one relationship does not always exist between characters and glyphs. In
some cases, three characters (such as a 1, a virgule, and a 4) make up a single fraction
glyph. Or, one character may be represented by three possible glyphs (three different
ampersand symbols, for example). You can select individual characters for formatting
and editing, regardless of the glyphs used.

A GUIDE TO QUARKXPRESS 2016 | 189

TEXT AND TYPOGRAPHY
Applying OpenType styles
You can apply an OpenType "style" to characters to display different, specially designed,
or repositioned glyphs within the current font. For example, you can apply Fractions
to access specific fraction glyphs instead of manually formatting fractions by resizing
and repositioning existing characters. Likewise, applying Standard Ligatures represents
characters according to ligatures available in the font. (See "Using ligatures" for more
information.) You can apply many styles in combination, although some, such as
Superscript and Subscript, are mutually exclusive.
To apply OpenType styles in the Character Attributes dialog box (Style > Character)
(Windows only), or the Character/Character Attributes tab of the Measurements
palette, and the Edit Character Attributes panes (Edit > Style Sheets) for setting up
character and paragraph style sheets, click the arrow next to OpenType to display the
styles, and then use the check boxes to apply styles. A check box that is unavailable
or a drop-down menu option in brackets indicates an OpenType style that the current
font does not support.

190 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

OpenType styles available in the Character Attributes dialog box
OpenType styles include the following:
• Standard Ligatures: Apply ligatures that are designed to enhance readability and
are in standard use.
• Discretionary Ligatures: Apply ligatures that are not in standard use. This feature
covers the ligatures that may be used for special effect at the user's preference.
• Tabular Figures: Apply equal widths to numbers.
• Proportional Figures: Apply unequal widths to numbers.
• Small Caps: Apply small capital letters to lowercase text.
• All Small Caps: Apply small capital letters to all upper case, title case and lower
case text.
• Lining Figures: Apply modern numeric styles that align better with text that is
in all capital letters.
• Oldstyle Figures: Apply numeric styles that are best suited for numbers that are
integrated into text.
• Italics: Apply italic glyphs.
• Fractions: Apply slashed fraction glyphs.
• Swashes: Apply calligraphic glyphs.

A GUIDE TO QUARKXPRESS 2016 | 191

TEXT AND TYPOGRAPHY
• Ordinals: Apply ordinal number glyphs.
• Titling Alternates: Apply capital letter glyphs designed for titles at larger point
sizes.
• Contextual Alternates: Apply alternate glyph variations based on contextual
juxtapositions of text.
• Localized Forms: Replace default forms of glyphs with localized forms. This
feature is dependent on the text language of the base text.
•

H\V Kana Alternates: Apply specially designed horizontal or vertical Kana
forms that correspond with the story direction (vertical or horizontal).

• Position: Apply superscript, subscript, scientific inferior, numerator, and
denominator glyphs to selected text.
•

Alternate Metrics: Apply alternate widths or heights based on story direction
(vertical or horizontal).

Alternate Vertical Half Metrics: Fit glyphs to individual, proportional heights.
Alternate Vertical Metrics: Center glyphs inside a full-em height.
Proportional Alternate Metrics: Fit glyphs to individual, proportional widths.
Full Widths: Replace glyphs set on other em widths with glyphs set on full-em widths.
Half Widths: Replace full-em width glyphs with half-em width glyphs.
Third Widths: Replace glyphs set on other em widths with glyphs set on third-em
widths.
Quarter Widths: Replace glyphs set on other em widths with glyphs set on quarter-em
widths.
Proportional Alternate Widths: Fit glyphs to individual, proportional widths.
•

Alternate Forms: Apply alternate glyph forms, such as JIS2004, JIS78, JIS90,
Simplified, and Traditional. These glyph forms are specially designed for some
Japanese OpenType fonts.

Using ligatures
There are two methods for using ligatures: The legacy method or the OpenType method.
The legacy method supports standard ligatures such as fi and fl in PostScript fonts.
The OpenType method allows access to both standard ligatures and discretionary
ligatures in OpenType fonts. Both methods are applied as character attributes, meaning
that you can apply them to any selected text.
• To apply ligatures to selected text using the legacy method, check Enable Ligatures
on the Character/Character Attributes tab of the Measurements palette (Window
menu) or check Ligatures in the Character Attributes dialog box (Style >
Character) (Windows only).
• To apply ligatures to selected text using the OpenType method, select text that
uses an OpenType and then choose Standard Ligatures from the OpenType
menu on the Home/Classic or Character/Character Attributes tab of the

192 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Measurements palette (Window menu). This will apply ligatures such as fi, fl, ff,
ffi, ffl, fj, ffj, and th — if they are built into the font. In addition, you can choose
Discretionary Ligatures to apply rare ligatures such as ct, sp, st, and fh. If either
ligature option displays in brackets, the OpenType font in use does not support
those ligature features. On Windows, you can also check Standard Ligatures and
Discretionary Ligatures in the OpenType area of the Character Attributes dialog
box.

Ligature preferences
You can set preferences for ligatures in the Character pane of the Preferences dialog
box (QuarkXPress/Edit > Preferences > Print Layout > Character):
• Break Above: The value in the field specifies a tracking or kerning value above
which ligatures will break apart. At the default value of 1, if you track text +1
(1/200th of an em space), the ligatures revert to standard letters.
• Not "ffi" or "ffl": Check this box to prevent fi and fl ligatures in words such as
"office" or "waffle" when ffi and ffl ligatures do not exist in the current font.

Working with OpenType stylistic sets
Some OpenType fonts with numerous alternate characters organize these alternates
into stylistic sets. This eliminates the time-consuming task of selecting each alternate
character individually to find which ones look best with which others.
OpenType stylistic sets allow you to instantly apply a group of related alternative
characters to your text. Use the measurements palette to choose from a number of
available stylistic sets to apply to a whole selection of text at one time.
To apply a stylistic set to selected text, click on the OpenType font icon

from the

Measurements palette, and choose Stylistic Sets from the drop-down menu.

A GUIDE TO QUARKXPRESS 2016 | 193

TEXT AND TYPOGRAPHY

You can also apply stylistic sets to a style sheet when adding a new style sheet or
editing an existing style sheet. On the Character Attributes of New Style Sheet dialog
use the OpenType > Stylistic Sets drop-down menu,

194 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Use the Glyphs palettes to view the available stylistic sets available for each font. The
alternates that are grouped for each stylistic set will be displayed.

A GUIDE TO QUARKXPRESS 2016 | 195

TEXT AND TYPOGRAPHY
After a stylistic set has been applied to text, you can use the Find/Change palette to
search for text based on the stylistic set applied, and then optionally change the stylistic
set that is applied.

Working with the Glyphs palette
A glyph is the smallest unit of a font — each uppercase letter, for example, consists of
its own glyph. To access all the glyphs in a font — especially an OpenType font that
may include tens of thousands of glyphs — you need to view a complete character
map. You can access such a character map in the Glyphs palette (Window menu),
which enables you to view all the glyphs in the selected font, view bold or italic glyphs,
double-click a glyph to insert that glyph in text, and save favorite glyphs for easy
access.

The Glyphs palette makes it easy to work with large character sets and professional-quality
fonts.
To view the glyphs in a font, display the Glyphs palette (Window menu) and choose
a font from the Font menu in the upper-left corner. Options available in the Glyphs
palette include the following:
• You can use the Bold and Italic buttons to display the bold and italic versions of
glyphs; if the bold, italic, or bold italic instance of the font is not active on your
system, the application will simulate bold, italic, or bold italic on the glyphs as
it does when you apply the Bold and Italic type styles using the Measurements
palette.
• To view a subset of the glyphs in the font, choose an option from the Show
drop-down menu.
• To see any alternates available for a glyph, click the box in the lower-right corner
of an individual glyph's cell.

196 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• If necessary, click the Zoom tool on the palette to increase the size of the glyphs.
• If you need a glyph's Unicode code point — for HTML authoring, for example —
you can see the Unicode code in the lower part of the palette.
• To insert a glyph at the text insertion point, double-click the glyph in the Glyphs
palette.
• If you frequently use specific glyphs from a font, you can save those glyphs as
favorites for quick access. To create a favorites list, first click the expander next
to Favorite Glyphs in the Glyphs palette (Window menu). Then, simply drag a
glyph to an empty cell in the Favorite Glyphs area. To delete a favorite,
Control+click/right+click the glyph and use the context menu. The Unicode value
of the selected glyph displays at the right bottom corner (above the Favorite
Glyphs pane).

Displaying invisible characters
The Invisibles option (View menu) is always helpful when editing text or fine-tuning
typography because it allows you to see common "invisible characters" such as spaces,
tabs, and paragraph returns.

Inserting special characters
There are all kinds of special characters for typographic and formatting purposes. You
can enter such special characters using keyboard commands or choose them from the
Utilities > Insert Character submenu. Each character displays differently when
invisibles are showing (View > Invisibles).

Inserting spaces
To insert a specific type of space — such as an em space — at the text insertion point,
choose Utilities > Insert Character > Special > Em Space or Utilities > Insert
Character > Special (nonbreaking) > Em Space. The options in the Nonbreaking
Space submenu act as "glue" between two words or numbers, for example, preventing
breaks from occurring between the two "glued" elements at the end of a line.

Inserting other special characters
To insert a special character other than a space — such as an em dash or a current page
number placeholder character — at the text insertion point, choose Utilities > Insert
Character > Special or Utilities > Insert Character > Nonbreaking Special.
Special characters (breaking and non breaking) can be searched for using the
Find/Change palette, see "Finding and changing text".

Specifying character language
You can specify the language to be used for hyphenation and spell checking by applying
a character language to text. This lets you mix words from different languages in the

A GUIDE TO QUARKXPRESS 2016 | 197

TEXT AND TYPOGRAPHY
same paragraph without triggering poor hyphenation or more Suspect Words in Spell
Check (Utilities menu). In addition to applying a specific language to characters, you
can apply None so that a word is not considered for hyphenation or spell checking.
To apply a language to selected characters, use the Language drop-down menu in the
Character Attributes dialog box (Style > Character) (Windows only), or the
Character/Character Attributes tab of the Measurements palette.

Using font fallback
When Font Fallback is on, if the application encounters a character that is not available
in the current font, it searches through the active fonts on your system to find a font
that does include that character. For example, if Helvetica is applied at the text insertion
point and you import or paste text containing a Kanji character, the application might
apply the Hiragino font to that character. If the application cannot find an active font
that contains the character, the character still displays as a box or symbol.
Font Fallback is implemented as an application preference, meaning that the feature
is either on or off for your copy of the program. The feature is on by default, but if
you need to turn it off, uncheck Font Fallback in the Font Fallback pane of the
Preferences dialog box (QuarkXPress/Edit > Preferences).
For more information about the Font Fallback feature, see "Preferences — Application
— Font Fallback."

Working with font mapping rules
When you open a project, the application checks to make sure all the fonts applied
to text are active on your system. If not, the Missing Fonts alert displays, which gives
you the opportunity to replace missing fonts with active fonts. You can save those
replacements as global "font mapping rules," which can be applied automatically each
time you open a project.
To create a font mapping rule, first open a project that uses a missing (inactive) font.
Click List Fonts to display the Missing Fonts alert. Use the Replace button to choose
replacement fonts for any missing fonts, then click Save As Rule. All the replacements
listed in the Missing Fonts alert are saved as rules, even if only some replacements are
selected. If you change your mind about a replacement, select its line and click Reset.
You can also choose File > Revert to Saved after you open the article. This will display
the Missing Fonts alert again and allow you to make changes. (Note that the changes
apply only to that article — not to any rules you just saved.)
Once you create a font mapping rule by clicking Save As Rule in the Missing Fonts
alert, the rule is saved in preferences for your copy of the application and applied to
all articles. If you need to change, delete, or share font mapping rules, choose Utilities >
Font Mapping.
You can use the Fonts pane (QuarkXPress/Edit > Preferences) to specify a default
replacement font and to control whether the Missing Fonts alert displays when you
open a project with missing fonts. For more information, see "Preferences — Application
— Fonts."

198 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Working with design grids
The design grid feature is an extension of the baseline grid feature in versions 7 and
earlier of QuarkXPress and QuarkCopyDesk. Design grids make it even easier for you
to define grids, allowing you to align text and objects precisely on both the page and
text box levels.
For information on preferences related to design grids, see "Preferences — Layout —
Guides and Grid."
For information on preferences related to design grids, see "Preferences — Layout —
Guides and Grid" and "Preferences — Layout — Grid Cell Fill."

Understanding design grids
A design grid is a sequence of nonprinting guidelines for aligning text and items.

Grid lines
Each design grid includes the following grid lines: bottomline, baseline, centerline, and
topline. In addition, design grids include a full cell box, which makes it easy for you
to align characters vertically or horizontally. You can align text and items to any of
these grid lines.

A line in a design grid includes a bottomline, a baseline, a centerline, and a topline.

In the horizontal story direction, a line in a design grid includes a bottomline, a baseline,
a centerline, a topline, and a full cell box.

A GUIDE TO QUARKXPRESS 2016 | 199

TEXT AND TYPOGRAPHY

In the vertical story direction, a line in a design grid includes a leftline, a baseline, a
centerline, a rightline, and a full cell box.

Master page grids and text box grids
There are two kinds of default design grids: Master page grids and text box grids. Every
page and every text box has a design grid associated with it. You can hide or show
design grids for an entire layout by choosing View > Page Grids or View > Text Box
Grids.
You can configure a page's design grid by displaying the page's master page and then
choosing Page > Master Guides & Grid. You can control a text box's design grid by
choosing Grid Settings from the text box's context menu.

A page with its master page grid displayed, with all grid lines showing.

200 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

A page with its master page grid displayed, with only full cell boxes showing.

A text box with its text box grid displayed, with all grid lines showing.

A text box with its text box grid displayed, with the baseline and full cell boxes showing.
For more information, see "Using a master page grid."
To use the baseline grid feature as it existed in QuarkXPress and QuarkCopyDesk 7.x
and earlier, show the baseline and hide the other grid lines.

A GUIDE TO QUARKXPRESS 2016 | 201

TEXT AND TYPOGRAPHY
Grid styles
A grid style is a named package of settings that describe a grid — like a style sheet for
a design grid. You can apply grid styles to text boxes and can use them as the basis for
master page grids. You can also base grid styles on other grid styles. Grid styles are
displayed in the Grid Styles palette (Window menu). For more information, see
"Working with grid styles."

Design grid basics
The following topics explain how to work with design grids. For information about
grid styles, see "Working with grid styles."

Configuring a master page grid
To configure a master page grid, display a master page and then choose Page > Master
Guides & Grid. The Master Guides & Grid dialog box displays.

Use the Master Guides & Grid dialog box to control master page grids.
• Under Margin Guides, use the Top, Bottom, Left, and Right fields to specify
margin placement relative to the top, bottom, left, and right edges of the page.

202 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
To synchronize the values in the Top and Bottom or Left and Right fields, click
the chain icon next to the fields.
• Under Column Guides, enter a value in the Columns field to specify the number
of columns on the master page. Enter a value in the Gutter Width field to define
the space between columns.
• The Content Dimensions field displays the area inside the margin guides.
• To control the placement and spacing of the grid, use the controls in the Text
Settings tab. For more information, see "Design Grids: Text Settings tab."
• To control the display of the grid, use the controls in the Display Settings tab.
For more information, see "Design Grids: Text Settings tab."
• To preview changes as you make them, check Preview.
• To use the specifications of an existing master page grid, grid style, or style sheet,
click Load Settings. For more information, see "Loading grid settings."

Configuring a text box grid
To configure a text box grid, Control+click/right-click the text box and choose Grid
Settings. The Grid Settings dialog box displays.

Grid Settings dialog box
• To control the placement and spacing of the grid, use the controls in the Text
Settings tab. For more information, see "Design Grids: Text Settings tab."
• To control the alignment of cells, use the controls in the Cell Alignment tab. For
more information, see "Design grids: Cell Alignment tab."

A GUIDE TO QUARKXPRESS 2016 | 203

TEXT AND TYPOGRAPHY
• To specify which grid lines display, use the controls in the Display Settings tab.
For more information, see "Design grids: Display Settings tab."
• To preview changes as you make them, check Preview.
• To use the specifications of an existing master page grid, grid style, or style sheet,
click Load Settings. For more information, see "Loading grid settings."

Design Grids: Text Settings tab
To determine the size, scale, and position of a design grid, use the controls in the Text
Settings tab. The Text Settings tab displays in the Master Guides & Grid, Edit Grid
Style, and the Grid Settings dialog boxes.
If you check Preview, you can view the results of changes as you make them.

Text Settings tab of Master Guides & Grid
• Font Size: Enter a size to determine the height of each line in a design grid. This
value also determines the full cell height and width.
• Vertical Scaling: Enter a percentage value to adjust the height of each line in a
design grid, based on the font size.

204 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
• Font Scaling: Choose Horizontal or Vertical and enter a percentage of the font
size in the field. If you choose Horizontal, this value determines the full cell
width. If you choose Vertical, this value determines the full cell height.
• Line Spacing and Leading: The Line Spacing and Leading values determine grid
spacing. Line spacing is based on the following formula: Font Size multiplied by
Vertical Scaling plus Line Spacing equals Leading. For example, if Font Size is
12 pt, Vertical Scaling is 100%, and Line Spacing is 2 pt, then Leading is 14 pt.
• Line Spacing and Leading: The Line Spacing and Leading values determine grid
spacing and cell spacing. Line spacing is based on the following formula: Font
Size multiplied by Vertical font scaling or Horizontal font scaling plus Line
Spacing equals Leading. For example, if Font Size is 12 pt, Vertical Scaling is
100%, and Line Spacing is 2 pt, then Leading is 14 pt.
• When a design grid is based on a paragraph style sheet, the Leading value is
defined in the style sheet. The Leading value can be a specific number or, if the
value is auto, it is derived from the Auto Leading value in the Paragraph tab of
the Preferences dialog box (QuarkXPress/Edit > Preferences). See "Loading grid
settings" for information about linking style sheets to grid styles.
•

Character Spacing and Sending: The Character Spacing and Sending values
determine the horizontal Full Cell spacing in horizontal story direction and the
vertical Full Cell spacing in vertical story direction.

• Baseline Position: Choose an option in this area to specify positioning for the
baseline in the design grid.
To specify the offset origin, click Place at, choose Topline, Center (Up), Center
(Down), or Bottomline in the from the drop-down menu, and then enter a percentage
value in the field to specify the baseline position relative to the topline, centerline, or
bottomline.
To read the offset origin from a font, click Read From Font and then select a font
from the drop-down menu. The baseline defined for the selected font determines the
baseline position for each line in the grid. The percentage value displayed below the
font list indicates the relationship between the baseline and the bottomline in the
font's design.
• Offset: To control where the first line of the design grid is placed on the page or
in the box, choose Topline, Centerline, Baseline, or Bottomline and enter a
measurement value in the field.
• Adjust: Click to display the Adjust Lines Within Margins dialog box for master
page grids. For more information, see "Adjust Lines Within Margins dialog box."
• Adjust: Click to display the Adjust Lines Within Margins dialog box for master
page grids, or the Adjust Lines Within Box dialog box for text box grids. For
more information, see "Adjust Lines Within Margins dialog box."
• Lines within margin or Lines within box: This field displays the number of lines
that can fit on a page or in a box, based on the settings above.
•

Cells per line: This field displays the number of cells that can fit on a line,
based on the settings above.

A GUIDE TO QUARKXPRESS 2016 | 205

TEXT AND TYPOGRAPHY
Adjust Lines Within Margins dialog box
Use the Adjust Lines Within Margins dialog box (Master Guides & Grid > Adjust)
to change the number of grid lines that fit within the margins of a master page. Use
the Adjust Lines Within Margins dialog box (Master Guides & Grid > Adjust) to
change the number of cells per line and the number of grid lines that fit within the
margins of a master page. Many of the controls in this dialog box are also in the Text
Settings tab; changes are reflected in both locations.

Use the Adjust Lines Within Margins dialog box to adjust grid settings for a master page.
• The Lines per page field displays the number of lines on a page. This value updates
as you make changes.
• Click + or – next to a field to increase or decrease the number of lines on the page
in one-line increments. For example, if the Lines per page value is 50, the Font
Size value is 12 pt, and vertical font scaling is 100%, when you click + next to
Font Size, the Lines per page value increases to 51 and the Font Size value
decreases to 11.765 pt.
• Enter values in the Cells per line and Lines per page fields to change the number
of cells and lines on a page.
When you click Adjust Margins, changes to the Cells per line and Lines per page
fields affect the Content Height and Content Width values. When you click Adjust
Spacing, changes to the Cells per line and Lines per page fields affect the Leading
and Sending values.
• The increment bar displays a percentage (from 0 to +1) to indicate the fraction
by which a grid pattern does not fit on the page. If the grid increments align

206 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
perfectly, the increment bar displays 0. If the grid increments do not align perfectly
with the page, an estimate of the fraction displays in the increment bar.
• The Characters per page field displays the number of characters that can fit on
a page, based on the current values.
• Click Adjust Margins to adjust the Cells per line and Lines per page values based
on changes to margin guide positions. Click one of the nine squares to anchor
the base margin from which changes are calculated. The four outside squares
anchor the top and left, top and right, bottom and left, and bottom and right
margins. The middle squares anchor margins and link corresponding margins.
The Content Height and Content Width fields update according to your margin
changes.
• Click Adjust Spacing to adjust the Cells per line and Lines per page values based
on your changes to the Line Space and Character Space fields. The Leading and
Sending values update according to your changes.
• Open Other Adjustments to access the Font Size, Offset, and Horizontal/Vertical
scale controls. Changes to these values increase or decrease the Cells per line and
Lines per page values.
• Click Reset to restore the values in all fields to the state they were in before you
displayed the dialog box.
If you check Preview before displaying this dialog box, you can view the results of
changes as you make them.

Adjust Lines Within Box dialog box
Use the Adjust Lines Within Box dialog box (Grid Settings > Adjust) to change the
number of cells per line and the number of grid lines that fit within the text box. Many
of the controls in this dialog box are also in the Text Settings tab; changes are updated
in both locations.

A GUIDE TO QUARKXPRESS 2016 | 207

TEXT AND TYPOGRAPHY

Use the Adjust Lines Within Box dialog box to adjust grid settings for an active text box.
• Enter values in the Cells per line and Lines in Box field to change the number
of cells and lines in the active box.
• The increment bars display a percentage (from 0 to +1) to indicate the fraction
by which a grid pattern does not fit in the box. If the Cells per line or Lines in
Box increments align perfectly, the increment bar displays 0. If the grid increments
do not align perfectly with the box, an estimate of the fraction displays in the
increment bar.
• The Characters in Box field displays the number of characters that can fit in the
active text box, based on the values in the Adjust Lines Within Box dialog box.
This field is not editable.
• Click Adjust Text Box Size to automatically adjust the size of the text box to
accommodate the Cells per line and Lines in Box value changes. The Box Width
and Box Height fields update according to your changes.
• Click Adjust Spacing to adjust the Cells per line and Lines per Box values based
on your changes to the Line Space and Character Space fields. The Leading and
Sending values update according to your changes.
• Open Other Adjustments to access the Font Size, Offset, and Horizontal/Vertical
scale controls. Changes to these values increase or decrease the Cells per line and
Lines per Box values.
• Click Reset to restore the values in all fields to the state they were in before you
displayed the dialog box.
If you check Preview before displaying the Adjust Lines Within Box dialog box, you
can view the results of changes when you close the dialog box.

208 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY
Design grids: Display Settings tab
A design grid includes separate lines to indicate the topline, the centerline, the baseline,
and the bottomline. A design grid includes separate lines to indicate the topline, the
centerline, the baseline, the bottomline, and the full cell box. Use the controls in the
Display Settings tab to show or hide grid lines and to specify grid line color, width,
and style. The Display Settings tab displays in the Master Guides & Grid, Edit Grid
Style, and the Grid Settings dialog boxes.

Display Settings tab in the Master Guides & Grid dialog box.
• Check Show  to display each type of grid line when the grid is
displayed.
• Click the Color box to specify a color for each grid line.
• Choose a width from the Width drop-down menu.
• Choose a style from the Style drop-down menu.
•

Choose a cell shape from the Shape drop-down menu.

• Master Guides & Grid dialog box only: To specify the master page grid boundaries,
choose Within Margins, To Page, or Pasteboard from the Show Grid drop-down
menu.

A GUIDE TO QUARKXPRESS 2016 | 209

TEXT AND TYPOGRAPHY
Design grids: Cell Alignment tab
Use the Cell Alignment tab to specify how cells are aligned within the grid.

The Cell Alignment tab in the Grid Settings and Edit Grid Style dialog boxes

Loading grid settings
To use a grid style, style sheet, or master page grid as the basis for a master page grid
or text box grid:
1 Click Load Settings in the Master Guides & Grid, Grid Settings, or Edit Grid Style
dialog box. The Load Settings dialog box displays.

210 | A GUIDE TO QUARKXPRESS 2016

TEXT AND TYPOGRAPHY

Select a grid style, style sheet, or master page in the Load Settings dialog box.
2 Choose All, Grid Styles, Master Pages, or Paragraph Style Sheets from the Show
drop-down menu.
3 Select an existing grid style, style sheet, or master page from the list, and then click
OK.
The specifications in the grid style, style sheet, or master page you load are displayed
in the Master Guides & Grid, Grid Settings, or Edit Grid Style dialog box. You can
modify these grid settings after loading them.

A GUIDE TO QUARKXPRESS 2016 | 211

TEXT AND TYPOGRAPHY

Grid style with "Body Copy" style sheet loaded
If you load a style sheet for a grid style, you can specify that future changes to the
style sheet update the grid style automatically by checking Link to Paragraph Style
Sheet